Navigator .(US:NVGS) ZACKS·2025-10-28 15:07Core Viewpoint - Navigator Holdings (NVGS) is expected to report a year-over-year increase in earnings and revenues for the quarter ended September 2025, with the consensus outlook being crucial for assessing the company's earnings picture [1][2]. Earnings Expectations - The upcoming earnings report is anticipated to be released on November 4, with expected earnings of $0.36 per share, reflecting a year-over-year increase of 24.1%, and revenues projected at $128.53 million, up 7% from the previous year [3][2]. - The consensus EPS estimate has been revised 9.18% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP (Expected Surprise Prediction) model suggests that the Most Accurate Estimate for Navigator Holdings aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [12]. - The stock currently holds a Zacks Rank of 3, making it challenging to predict a definitive earnings beat [12][13]. Historical Performance - In the last reported quarter, Navigator Holdings was expected to post earnings of $0.36 per share but only achieved $0.14, resulting in a surprise of -61.11% [14]. - Over the past four quarters, the company has surpassed consensus EPS estimates twice [15]. Industry Context - A.P. Moller-Maersk (AMKBY), another player in the transportation industry, is expected to report earnings of $0.51 per share for the same quarter, indicating a year-over-year decline of 48.5%, with revenues projected at $14.65 billion, down 7% [19][20]. - Despite a significant upward revision of 210% in the consensus EPS estimate for A.P. Moller-Maersk over the last 30 days, it also has an Earnings ESP of 0% and a Zacks Rank of 2 [20][21].