EXPD Earnings

EXPD reported its FY2025Q3 earnings on 2025-11-04, showcasing a revenue of 2.90B against an estimate of 2.73B, resulting in a 6.01% surprise. The EPS was 1.64, surpassing the expected 1.4 by 17.14%. The stock experienced a 10.84% price change on the earnings day and a 12.22% change over the next five days, reflecting market reactions to the results.

Following EXPD's FY2025Q3 earnings announcement on 2025-11-04, the stock price moved by 10.84% on the day of the release. Over the subsequent five days, it saw a 12.22% change. Historically, EXPD's stock price tends to shift by an average of 0.04% in the 10 days leading up to earnings and 2.55% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate EXPD's annual revenue to reach 2.79B, while the EPS is projected at 1.41. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between EXPD's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, EXPD's stock price typically moves by 0.04% in the 10 days before its earnings and 2.55% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 1.41 and revenue of 2.79B.

The earnings call presents a mixed picture. While there are strong financial metrics like high operating margins and increased cash flow, the organic growth is slightly negative, and net profit is down. The stable dividend policy is positive, but the lack of specific guidance on key brands like Dior and unclear management responses in the Q&A section create uncertainty. The stock price is likely to remain neutral as positive factors are offset by negative ones, including currency impacts and margin concerns.