Otter Tail (OTTR) Q2 EPS Beats by 7%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 05 2025
0mins
Should l Buy OTTR?
Source: NASDAQ.COM
Q2 2025 Financial Performance: Otter Tail reported a GAAP EPS of $1.85, exceeding expectations by $0.13, with revenue of $333 million, surpassing estimates but showing a 2.7% decline year-over-year. The company raised its full-year EPS guidance to $6.06–$6.46 due to strong performance in the Plastics segment and positive regulatory outcomes.
Segment Highlights and Challenges: The Electric segment saw a 14.1% revenue increase attributed to higher fuel cost recovery, while the Manufacturing segment faced an 18.6% revenue decline. The Plastics segment experienced a drop in revenue and net income but reported increased sales volumes, prompting an upward revision in earnings guidance despite ongoing margin normalization challenges.
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Analyst Views on OTTR
About OTTR
Otter Tail Corporation is a holding company which invests in a portfolio of diversified operations, including an electric utility and manufacturing and plastic pipe businesses. The Company operates through three segments: Electric, Manufacturing and Plastics. The Electric segment includes the production, transmission, distribution and sale of electric energy in Minnesota, North Dakota and South Dakota by the Company. The Manufacturing segment consists of businesses in manufacturing activities, including contract machining, metal parts stamping, fabrication and painting, and production of plastic thermoformed horticultural containers, life science and industrial packaging, and material handling components. These businesses have manufacturing facilities in Georgia, Illinois and Minnesota. The Plastics segment consists of businesses producing PVC pipe at plants in North Dakota and Arizona. The PVC pipe is sold primarily in the western half of the United States and Canada.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Consumer Spending Data Focus: This week's highlight will be the Personal Consumption Expenditures (PCE) report on Friday, which will provide insights into consumer spending in December and inflation trends, especially following last week's unexpected slowdown in the Consumer Price Index (CPI).
- Corporate Earnings in Spotlight: Walmart (WMT) is set to release its fourth-quarter earnings on Thursday, marking the first report under new CEO John Furner, making it a key indicator of consumer spending that the market is eagerly anticipating.
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- Conference Call Timing: The company will host a conference call on February 17, 2026, at 10:00 a.m. CT to discuss its financial and operational performance, aiming to bolster investor confidence in its future prospects.
- Webcast Access: Participants can access the live webcast via the company's website, ensuring they download any necessary software prior to the call, reflecting the company's commitment to effective investor communication.
- Investor Information Availability: Otter Tail Corporation offers multiple channels for obtaining the latest investor and corporate information, further enhancing transparency and investor relations.
See More
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- Enterprise Products Distribution Growth: Enterprise Products Partners announced a quarterly cash distribution of $0.55 per unit for Q4 2025, or $2.20 annualized, representing a 2.8% increase over Q4 2024, indicating the company's positive performance in maintaining cash flow and shareholder returns.
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- Historical Achievement: The year 2026 will mark the 88th consecutive year of dividend payments on common stock, showcasing a stable dividend payment history that attracts long-term investors.
- Payment Schedule: The first-quarter dividend is set to be paid on March 10, 2026, to shareholders of record on February 13, 2026, ensuring timely returns for shareholders and further solidifying the relationship between the company and its investors.
See More
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- Consecutive Payment Record: The year 2026 will mark the 88th consecutive year of dividend payments on common stock, reflecting the company's stable profitability and long-term commitment to returning value to shareholders, thereby enhancing investor confidence.
- Management Statement: CEO Chuck MacFarlane emphasized that this dividend increase reflects the company's commitment to shareholder returns, indicating a strong financial position that allows for continued value delivery to shareholders.
- Shareholder Return Strategy: This dividend increase not only enhances direct returns for shareholders but also helps attract more investor attention, further solidifying the company's position in the small-cap market.
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