PDCO Earnings Prediction
The chart below shows how PDCO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PDCO sees a +3.48% change in stock price 10 days leading up to the earnings, and a +2.53% change 10 days following the report. On the earnings day itself, the stock moves by -1.56%. This data can give you a slight idea of what to expect for the next quarter's release.
PDCO Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.67B
1.31%
8.60%
Gross Margin
19.59%
-4.49%
-3.40%
Operating Margin
2.25%
-34.59%
18.42%
Net Margin
1.59%
-34.02%
80.68%
EPS
0.30
-28.57%
100.00%
No Data Available
PDCO Earnings Analysis
Patterson Companies, Inc. Corporation (PDCO.O) Earnings Conference Call
Positive
Sales Increase Report: Patterson Companies reported consolidated sales of $1.67 billion for the second quarter of fiscal '25, an increase of 1.3% over the same period last year.
Animal Health Sales Growth: Internal sales increased approximately 1% year-over-year, driven by strong performance in the Animal Health segment, including increased sales in product and value-added services categories.
Adjusted EPS Performance: The company delivered adjusted EPS of $0.47 for the second quarter of fiscal '25, reflecting a solid performance despite market challenges.
Quarterly Cash Dividend Announcement: Patterson Companies announced a quarterly cash dividend of $0.26 per diluted share, demonstrating a commitment to returning value to shareholders.
Cost Savings Initiatives: The company expects annual cost savings of approximately $16 million from targeted cost management actions implemented during the quarter.
Negative
Dental Sales Decline: Internal sales for the Dental business decreased 2.3% compared to the second quarter of fiscal '24.
Dental Sales Performance: Internal sales of dental consumables in the fiscal second quarter increased 0.7% compared to one year ago, but dental equipment decreased by 7.5% compared to one year ago, reflecting ongoing market pressures that have continued to negatively impact equipment sales.
Net Income Comparison: Reported net income attributable to Patterson Companies, Inc. for the second quarter of fiscal '25 was $26.8 million or $0.30 per diluted share, compared to reported net income in the second quarter of last year of $40 million or $0.42 per diluted share.
Dental Segment Margin Decline: Adjusted operating margin in the Dental segment was 8.3% in the fiscal '25 second quarter, which represents a 115 basis point decrease over the prior year period.
Net Income Decline Factors: The year-over-year decline in reported and adjusted net income attributable to Patterson Companies, Inc. in the second quarter of fiscal '25 is related to lower sales of dental equipment and the continued negative impact of the cyber security attack on Change Health.
PDCO FAQs
How does PDCO typically perform around its earnings report dates?
Is Patterson Companies, Inc. (PDCO) Q2 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
PDCO Earning Call Sentiment
Patterson Companies, Inc. (PDCO) Q2 2025 Earnings Call Transcript
1.0x
00:00
00:00
PDCO.O
0.03%Positive
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.
