Earning Analysis
Welcome to our in-depth analysis of BrasilAgro - Companhia Brasileira de Propriedades Agricolas(LND) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of BrasilAgro - Companhia Brasileira de Propriedades Agricolas earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: BRL
Actual
Estimate
Surprise Analysis
| FY2025Q2 | 2025-02-06 | After Hours | - | - | - | 153.50M | 105.66M | -31.17 | -3.51 | -2.59 |
| - | 2024-05-08 | - | - | -0.06 | - | - | - | - | +0.99 | -1.98 |
LND Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, BrasilAgro - Companhia Brasileira de Propriedades Agricolas reported performance for FY2025Q2, announced on 2025-02-06. The company achieved an EPS of , compared to analyst estimates of by % . Revenue for the quarter reached 105.66M compared to expectations of 153.50M by -31.17% .
The stock price reacted with a -3.51% one-day change and a -2.59% five-day change following the earnings release. These movements reflect market reaction in BrasilAgro - Companhia Brasileira de Propriedades Agricolas growth trajectory and strategic initiatives.
LND Earnings Forecast
Looking ahead, BrasilAgro - Companhia Brasileira de Propriedades Agricolas(LND) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 357.00M and an EPS of .
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been Revise Downward by -7.09%, while EPS estimates have been Go Down by -7.02%. For the upcoming , revenue estimates have been adjusted No Change by % . These revisions correlate with a % change in stock price over the same period, suggesting potential buying opportunities for investors who believe in BrasilAgro - Companhia Brasileira de Propriedades Agricolas long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between LND's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2026
Revise Downward
-7.09%
In Past 3 Month
Stock Price
Go Down
-7.02%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2026
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2026:1.21B
--
EPS Estimate-Annual FY 2026:0
—
Stock Price3.71
LND Revenue and EPS Performance: A Historical Perspective
BrasilAgro - Companhia Brasileira de Propriedades Agricolas revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q2 (2025-02-06,After Hours):
EPS: (Actual) vs. (Estimate) (%)
Revenue: 105.66M (Actual) vs. 153.50M (Estimate) (-31.17%)
Price Reaction: -3.51%(1-Day), -2.59%(5-Day)
(2024-05-08,):
EPS: -0.06 (Actual) vs. (Estimate) (%)
Revenue: 0.00 (Actual) vs. 0.00 (Estimate) (%)
Price Reaction: 0.99%(1-Day), -1.98%(5-Day)
(,):
EPS: (Actual) vs. (Estimate) (%)
Revenue: (Actual) vs. (Estimate) (%)
Price Reaction: %(1-Day), %(5-Day)
Earnings Reaction
The chart below shows how LND performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LND sees a -1.89% change in stock price 10 days leading up to the earnings, and a -3.52% change 10 days following the report. On the earnings day itself, the stock moves by +1.15%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in DEC/2024, the stock changed -3.51% on the day following the earnings release and then changed by -3.11% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
BrasilAgro - Companhia Brasileira de Propriedades Agricolas (LND) Q1 2026 Earnings Call Summary
Negative
2025-11-10
The earnings call reveals several negative factors: a decline in net revenue and a net loss, high debt levels, and operational challenges in sugarcane and cotton. Although there is a positive aspect in the form of dividend payments and some optimism in biofuels and land sales, the Q&A section highlights management's unclear responses and skepticism towards market estimates. These factors, combined with the lack of strong positive catalysts like partnerships or guidance raises, suggest a negative sentiment, likely resulting in a stock price decrease of -2% to -8% over the next two weeks.
BrasilAgro - Companhia Brasileira de Propriedades Agricolas (LND) Q4 2025 Earnings Call Summary
Negative
2025-09-08
The earnings call reveals several negative factors: a 4% revenue decline, compressed margins, higher debt costs, and reduced dividends despite a healthy balance sheet. The Q&A section highlights potential risks from exchange rate fluctuations, climatic uncertainties, and high production costs. Although there are positive aspects like stable cash flow and strategic focus on corn, the overall sentiment remains negative due to financial pressures and unclear management responses on dividends.
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q1 2025 Earnings Call Summary
Neutral
2024-11-08
The earnings call summary presents a mixed picture. Positive aspects include increased net income, strong cash flow, and a favorable dividend yield. However, concerns about debt, rising input costs, and market competition offset these positives. The Q&A section reveals uncertainties around climate impact and global political influences on soy prices, with management providing vague responses. Despite some positive financial metrics, the lack of clear guidance and high leverage suggest a neutral outlook for stock price movement over the next two weeks.
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q4 2024 Earnings Call Summary
Positive
2024-09-04
The earnings call summary indicates strong financial performance with net revenue of R$1.1 billion and net profit of R$227 million. Despite competitive pressures and climate risks, the company is optimistic about revenue recovery and has a balanced debt structure. The Q&A section highlighted potential productivity gains and cost reductions, although management responses were sometimes unclear. The proposed dividends of R$155 million and consistent dividend policy support a positive sentiment. Overall, the company's diversification strategy and projected operational EBITDA contribute to a positive outlook for the stock price.
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FAQ
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