PDCO Earnings

PDCO reported its FY2025Q3 earnings on 2025-02-26, showcasing a revenue of 1.57B against an estimate of 1.63B, resulting in a -3.65% surprise. The EPS was 0.43, surpassing the expected 0.62 by -30.65% . The stock experienced a 0.26% price change on the earnings day and a 0.23% change over the next five days, reflecting market reactions to the results.

Following PDCO's FY2025Q3 earnings announcement on 2025-02-26, the stock price moved by 0.26% on the day of the release. Over the subsequent five days, it saw a 0.23% change. Historically, PDCO's stock price tends to shift by an average of +3.48% in the 10 days leading up to earnings and +2.54% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate PDCO’s annual revenue to reach 1.76B, while the EPS is projected at 0.82. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between PDCO'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 No Change by 0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, PDCO's stock price typically moves by +3.48% in the 10 days before its earnings and +2.54% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.82 and revenue of 1.76B.

The earnings call presents a mixed picture. Financial performance shows slight revenue growth but declining margins and net income. The Q&A section highlights management's focus on cost reductions and strategic investments, yet there are concerns about market conditions and the impact of the Change Healthcare incident. The reaffirmed guidance and improved free cash flow are positives, but the lack of clear guidance on certain issues and the mixed sentiment in the Q&A suggest a neutral stock price reaction. Given the market cap, the stock is unlikely to react strongly.