SM Energy(US:SM) ZACKS·2025-07-24 15:01Core Viewpoint - SM Energy (SM) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended June 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on July 31, with a consensus EPS estimate of $1.23, reflecting a year-over-year decrease of 33.5%. Revenues are projected to be $780.12 million, which is a 22.9% increase from the previous year [3][2]. - The consensus EPS estimate has been revised 6.67% higher in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for SM Energy is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.64%, suggesting a bearish outlook from analysts [12]. - The stock currently holds a Zacks Rank of 3 (Hold), complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, SM Energy exceeded the consensus EPS estimate of $1.6 by delivering earnings of $1.76, resulting in a surprise of +10.00%. Over the past four quarters, the company has consistently beaten consensus EPS estimates [13][14]. Industry Context - In the broader context of the Zacks Oil and Gas - Exploration and Production - United States industry, Comstock Resources (CRK) is expected to report earnings of $0.09 per share for the same quarter, indicating a year-over-year increase of 145% with revenues projected at $415.32 million, up 68.3% [18][19].