MTN Gears Up for Q4 Earnings: What's in the Offing for the Stock?

Core Insights - Vail Resorts, Inc. is set to report its fourth-quarter fiscal 2025 results on September 29, with adjusted earnings having previously beaten estimates by 5.4% in the last quarter [1][8] - The Zacks Consensus Estimate for the upcoming quarter indicates a loss per share of $4.78, a slight improvement from $4.80, while net revenues are expected to rise by 1.7% to $270 million compared to $265.4 million in the prior year [2][8] Revenue and Performance Factors - The anticipated top-line performance for Vail Resorts in Q4 is expected to be bolstered by the strength of its Season Pass program, which is central to its growth strategy [3] - The company is likely to see solid unit growth in Epic Day Pass products, driven by renewing pass holders and increased interest from lower-frequency skiers, particularly with the introduction of the Epic Australia four-day pass [3] - Mountain net revenues are projected to grow by 4.2% year over year to $183.3 million, while Lodging revenues are expected to decline by 1.7% to $87.9 million [4] Expense and Margin Considerations - A rise in operating expenses is anticipated to negatively impact margins, with total segment operating expenses expected to increase by 3.4% year over year to $394 million [5] Earnings Prediction Model - The current model does not predict a definitive earnings beat for Vail Resorts, as it holds an Earnings ESP of +4.69% and a Zacks Rank of 4 (Sell) [6]