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Grab to Report Q4 Earnings: Is a Beat in Store for the Stock?
ZACKS· 2026-02-09 15:01
Core Viewpoint - Grab (GRAB) is expected to report fourth-quarter 2025 results on February 11, with a consensus estimate shifting from a loss of one cent to a profit of one cent per share, and sales projected to increase by 22.2% year-over-year to $933.37 million [1][7]. Financial Performance - Grab's earnings have underperformed the Zacks Consensus Estimate in two of the last four quarters, meeting expectations twice, with an average miss of 29.2% [2]. - In the third quarter of 2025, Grab reported earnings of 1 cent per share, missing the consensus estimate by 67%, while revenues of $873 million missed by 1% but increased by 21.9% year-over-year [6]. Revenue Drivers - The anticipated growth in total revenues for the fourth quarter is expected to be driven by an increase in deliveries, with delivery revenues estimated at $491.79 million, reflecting a 20.8% increase from the previous year [3]. - The mobility segment is projected to generate revenues of $341.46 million, a 21.1% increase year-over-year, while financial services revenues are expected to reach $98.88 million, marking a 33.6% rise [4]. Cost Management - Grab's cost-cutting initiatives are likely to have reduced expenses, contributing positively to bottom-line performance, although high inflation may have negatively impacted results [4][7]. Earnings Prediction Model - The current model does not predict an earnings beat for Grab, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [5].
TD Cowen Maintains Hold on Stellantis (STLA), Boosts Price Target Amid Recovery Optimism
Yahoo Finance· 2026-01-02 14:10
Group 1 - Stellantis N.V. (NYSE:STLA) is recognized as one of the best stocks under $25 to buy, with TD Cowen raising its price target to $13 from $12 while maintaining a Hold rating, reflecting confidence in the company's North American recovery efforts [1] - The HEMI mix is projected to expand to 25-40% within 18-24 months, with Cherokee volume initially focused on retail, allowing for higher volume if import costs decrease [2] - Stellantis plans to implement Tesla's North American Charging System for its electric vehicles in North America, Japan, and South Korea starting in 2026, and will provide Uber with at least 5,000 Level 4 autonomous vehicles for a new robotaxi network, utilizing NVIDIA's DRIVE AGX Hyperion platform [3] Group 2 - Stellantis designs, engineers, manufactures, distributes, and sells a variety of vehicles and mobility services globally, offering products under multiple brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS, Fiat, Jeep, Opel, Peugeot, Ram, and Vauxhall [4]
Renault SA (RNLSY) Q3 2025 Sales Call Transcript
Seeking Alpha· 2025-10-23 21:37
Core Insights - Renault Group reported Q3 2025 revenue of EUR 11.4 billion, reflecting a 6.8% increase year-over-year, and an 8.5% increase at constant exchange rates [2] - Automotive revenue reached EUR 9.8 billion, marking a 5% increase, or 6.8% at constant exchange rates [2] - Mobility Services revenue was EUR 23 million, up EUR 9 million compared to the same period last year [2] - Mobilize Financial Services experienced significant growth, with revenue increasing by 18.4% to EUR 1.6 billion [2]
WEX Stock Rallies 6.5% Since Q2 Earnings & Revenue Beat
ZACKS· 2025-07-30 14:51
Core Insights - WEX Inc. reported strong second-quarter 2025 results, with both earnings and revenues exceeding the Zacks Consensus Estimate, leading to a 6.5% increase in share price since the earnings release on July 23 [1][2] Financial Performance - Adjusted earnings per share were $3.95, surpassing the Zacks Consensus Estimate by 7.1% and showing a year-over-year increase of 1.02% [2][6] - Revenues totaled $659.6 million, beating the consensus estimate by 0.9% but reflecting a decline of 2.06% year-over-year [2][6] Segment Performance - The Mobility segment's revenues decreased by 3.7% year-over-year to $346.2 million, missing the estimate of $354.4 million [4] - The Corporate Payments segment's revenues fell 34.2% year-over-year to $118.3 million, also missing the estimate of $119 million [4] - The Benefits segment's revenues increased by 45.5% year-over-year to $195.1 million, exceeding the estimate of $185.5 million [4] Operating Results - Adjusted operating income declined by 11.3% to $243 million from the year-ago quarter but exceeded the estimate of $223.2 million [5] - The adjusted operating income margin was 36.8%, surpassing the estimate of 33.9% but down 390 basis points year-over-year [5] Guidance - For Q3 2025, revenues are expected to be between $669 million and $689 million, with adjusted net income projected between $4.30 and $4.50 per share [8] - For the full year 2025, revenues are anticipated to be between $2.61 billion and $2.65 billion, with adjusted net income expected between $15.37 and $15.77 per share [9] Balance Sheet and Cash Flow - WEX ended the quarter with cash and cash equivalents of $772.6 million, up from $595.8 million at the end of December 2024 [7] - Long-term debt stood at $3.9 billion, significantly higher than $595.8 million at the end of December 2024 [7] - The company reported a cash outflow of $264.6 million from operating activities, with adjusted free cash flow of $194.3 million [7]