Wall Street expects a year-over-year decline in earnings on lower revenues when WillScot (WSC) reports results for the quarter ended September 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on November 6, might help the stock move higher if these key numbers are better than expectation ...

Core Insights - TPG RE Finance Trust reported quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.26 per share, and down from $0.28 per share a year ago, indicating an earnings surprise of -3.85% [1] - The company posted revenues of $37.84 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 2.66%, and up from $29.28 million year-over-year [2] - TPG RE Finance Trust has not surpassed consensus EPS or revenue estimates over the last four quarters [2] Earnings Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $0.28 on revenues of $39.06 million, and for the current fiscal year, it is $1.01 on revenues of $151.17 million [7] Industry Context - The Real Estate - Operations industry, to which TPG RE Finance Trust belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Viewpoint - WillScot (WSC) reported quarterly earnings of $0.27 per share, missing the Zacks Consensus Estimate of $0.36 per share, and down from $0.39 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was -25.00%, with the company previously expected to post earnings of $0.28 per share but actually producing $0.24, resulting in a -14.29% surprise [2] - WillScot's revenues for the quarter ended June 2025 were $589.08 million, surpassing the Zacks Consensus Estimate by 0.38%, but down from $604.59 million year-over-year [3] Market Performance - WillScot shares have declined approximately 10% since the beginning of the year, contrasting with the S&P 500's gain of 8.2% [4] - The company's current Zacks Rank is 4 (Sell), indicating expectations of underperformance in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.43 on revenues of $604.48 million, and for the current fiscal year, it is $1.57 on revenues of $2.37 billion [8] - The outlook for the Real Estate - Operations industry, where WillScot operates, is currently in the top 32% of over 250 Zacks industries, suggesting potential for better performance compared to lower-ranked industries [9]

Company Performance - WillScot reported quarterly earnings of $0.24 per share, missing the Zacks Consensus Estimate of $0.28 per share, and down from $0.29 per share a year ago [1][2] - The company posted revenues of $559.55 million for the quarter, missing the Zacks Consensus Estimate by 0.48%, and down from $587.18 million year-over-year [3] Earnings Surprise and Trends - The earnings surprise for the quarter was -14.29%, and over the last four quarters, the company has only surpassed consensus EPS estimates once [2] - The estimate revisions trend for WillScot is mixed, currently translating into a Zacks Rank 3 (Hold), indicating expected performance in line with the market [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.37 on revenues of $597.91 million, and for the current fiscal year, it is $1.60 on revenues of $2.39 billion [8] - The outlook for the Real Estate - Operations industry, to which WillScot belongs, is currently in the bottom 40% of Zacks industries, which may impact stock performance [9]