Home BancShares (HOMB) Q3 Earnings and Revenues Beat Estimates

Core Viewpoint - Home BancShares reported quarterly earnings of $0.61 per share, exceeding the Zacks Consensus Estimate of $0.60 per share, and showing an increase from $0.50 per share a year ago, indicating a positive earnings surprise of +1.67% [1] Financial Performance - The company achieved revenues of $277.67 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.68% and up from $258 million year-over-year [2] - Over the last four quarters, Home BancShares has exceeded consensus EPS estimates two times and topped consensus revenue estimates four times [2] Stock Performance and Outlook - Home BancShares shares have increased by approximately 0.1% since the beginning of the year, in contrast to the S&P 500's gain of 13% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $0.60 on revenues of $271.73 million, while for the current fiscal year, the estimate is $2.34 on revenues of $1.07 billion [7] - The estimate revisions trend for Home BancShares was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Banks - Southeast industry, to which Home BancShares belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - HomeTrust Bancshares, another company in the same industry, is expected to report quarterly earnings of $0.88 per share, reflecting a year-over-year increase of +15.8% [9]