Earnings Analysis

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Compared to Estimates, Spire (SR) Q2 Earnings: A Look at Key Metrics
ZACKS· 2025-04-30 14:36
Core Insights - Spire reported a revenue of $1.05 billion for the quarter ended March 2025, reflecting a decrease of 6.8% year-over-year and falling short of the Zacks Consensus Estimate of $1.09 billion by 3.97% [1] - The company's EPS for the quarter was $3.60, an increase from $3.45 in the same quarter last year, but below the consensus estimate of $3.70, resulting in an EPS surprise of -2.70% [1] Revenue Breakdown - Gas Utility operating revenues were $970.20 million, down 9.6% year-over-year, and below the average estimate of $982.65 million [4] - Gas Marketing operating revenues reached $53.60 million, exceeding the average estimate of $37.64 million, with a year-over-year increase of 16.5% [4] - Midstream operating revenues were $38.40 million, significantly above the average estimate of $28.36 million, marking a year-over-year increase of 78.6% [4] - Other operating revenues totaled $4.90 million, surpassing the average estimate of $4.07 million, with a year-over-year change of 19.5% [4] - Eliminations reported a figure of -$15.80 million, worse than the average estimate of -$4.47 million, with no year-over-year change [4] Operating Income Analysis - Gas Marketing operating income was $12.40 million, below the average estimate of $22.55 million [4] - Midstream operating income reached $21.80 million, exceeding the average estimate of $15.54 million [4] - Gas Utility operating income was $272 million, slightly below the average estimate of $279.87 million [4] - Other operating income was $0.20 million, significantly lower than the average estimate of $15.26 million [4] Stock Performance - Over the past month, Spire's shares have returned -2.2%, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]
A.O. Smith (AOS) Reports Q1 Earnings: What Key Metrics Have to Say
ZACKS· 2025-04-29 14:35
Group 1 - A.O. Smith reported revenue of $963.9 million for Q1 2025, a year-over-year decline of 1.5%, with EPS of $0.95 compared to $1.00 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $947.34 million by 1.75%, and the EPS surpassed the consensus estimate of $0.90 by 5.56% [1] - The stock has returned -0.9% over the past month, slightly underperforming the Zacks S&P 500 composite's -0.8% change, and currently holds a Zacks Rank 3 (Hold) [3] Group 2 - Geographic revenue from North America was $748.70 million, slightly above the average estimate of $745.56 million, representing a year-over-year decline of 2.3% [4] - Inter-segment sales reported at -$11.50 million, better than the estimated -$14.50 million, reflecting a significant year-over-year decline of 20.1% [4] - Revenue from the Rest of World segment was $226.70 million, exceeding the average estimate of $216.46 million, with a minimal year-over-year change of -0.1% [4]