Strattec to Report Q4 Earnings: What's in Store for the Stock?

Core Insights - Strattec Security Corporation (STRT) is expected to release its fourth-quarter fiscal 2025 results on August 14, with earnings per share (EPS) estimated at $1.07 and revenues at $143.51 million, indicating a year-over-year revenue growth of 0.32% [1][2][7] - The consensus estimate for STRT's EPS has increased by 16 cents over the past 90 days, but this reflects a significant decline of 55.23% compared to the same quarter last year [1][7] Financial Performance - In the third quarter of fiscal 2025, Strattec reported earnings of $1.50 per share, exceeding the Zacks Consensus Estimate of 95 cents, and showing a substantial increase from 37 cents in the third quarter of fiscal 2024 [2] - The company achieved revenues of $144 million in the third quarter, surpassing the Zacks Consensus Estimate of $141 million, and representing a 2.1% increase from the previous year [2] Margin and Efficiency - Strattec's gross margin improved by 560 basis points year-over-year to 16%, driven by efficiencies in material and labor costs [3] - Adjusted EBITDA for the third quarter reached $12.9 million, or 9% of sales, compared to 4.4% a year earlier, indicating enhanced operational performance [3] Tariff Impact - Approximately 6% of STRT's total sales, equating to $30 million, are currently affected by recent U.S. tariffs, with an estimated annualized impact of $9-$12 million before mitigation measures [4] Earnings Prediction - The current model does not predict an earnings beat for Strattec, as it lacks the necessary combination of a positive Earnings ESP and a favorable Zacks Rank [5][6] - STRT has an Earnings ESP of 0.00%, indicating that the Most Accurate Estimate aligns with the Zacks Consensus Estimate [6]