Earning Analysis
Welcome to our in-depth analysis of South Bow Corp(SOBO) 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 South Bow Corp 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.
Surprise Analysis
| - | 2025-11-13 | After Hours | 0.38 | 0.47 | +23.68 | 498.00M | 461.00M | -7.43 | +5.06 | +7.16 |
| - | 2025-08-06 | After Hours | 0.38 | 0.42 | +10.53 | 453.00M | 524.00M | +15.67 | +0.82 | +1.71 |
| - | 2025-05-15 | After Hours | 0.44 | 0.47 | +6.82 | 527.00M | 498.00M | -5.50 | -4.40 | -0.58 |
| - | 2025-03-05 | After Hours | 0.42 | - | - | 524.87M | - | - | -10.01 | -6.17 |
SOBO 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, South Bow Corp reported performance for , announced on 2025-11-13. The company achieved an EPS of 0.47, compared to analyst estimates of 0.38 by 23.68% . Revenue for the quarter reached 461.00M compared to expectations of 498.00M by -7.43% .
The stock price reacted with a 5.06% one-day change and a 7.16% five-day change following the earnings release. These movements reflect market reaction in South Bow Corp growth trajectory and strategic initiatives.
SOBO Earnings Forecast
Looking ahead, South Bow Corp(SOBO) remains a focal point for investors seeking growth opportunities. Analyst forecasts for project quarter revenue of and an EPS of .
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -2.71%, while EPS estimates have been Revise Upward by 5.16%. For the upcoming Q4 2025, revenue estimates have been adjusted No Change by 0% . These revisions correlate with a -0.76% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in South Bow Corp 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 SOBO'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 FY2025
Revise Downward
-2.71%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+5.16%
In Past 3 Month
Revenue Estimates for Q4 2025
No Change
0.00%
In Past 3 Month
Stock Price
Go Down
-0.76%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:1.92B
--
EPS Estimate-Annual FY 2025:1.73
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Stock Price27.46
SOBO Revenue and EPS Performance: A Historical Perspective
South Bow Corp 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:
(2025-11-13,After Hours):
EPS: 0.47 (Actual) vs.0.38 (Estimate) (23.68%)
Revenue: 461.00M (Actual) vs. 498.00M (Estimate) (-7.43%)
Price Reaction: 5.06%(1-Day), 7.16%(5-Day)
(2025-08-06,After Hours):
EPS: 0.42 (Actual) vs.0.38 (Estimate) (10.53%)
Revenue: 524.00M (Actual) vs. 453.00M (Estimate) (15.67%)
Price Reaction: 0.82%(1-Day), 1.71%(5-Day)
(2025-05-15,After Hours):
EPS: 0.47 (Actual) vs.0.44 (Estimate) (6.82%)
Revenue: 498.00M (Actual) vs. 527.00M (Estimate) (-5.50%)
Price Reaction: -4.40%(1-Day), -0.58%(5-Day)
Earnings Reaction
The chart below shows how SOBO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SOBO sees a -4.32% change in stock price 10 days leading up to the earnings, and a +1.27% change 10 days following the report. On the earnings day itself, the stock moves by +0.77%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed 5.06% on the day following the earnings release and then changed by 5.59% 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
South Bow Corp (SOBO) Q3 2025 Earnings Call Summary
Neutral
2025-11-14
The earnings call presents a mixed outlook. While there are positive factors such as increased distributable cash flow and a steady dividend, concerns about regulatory challenges, market differentials, and limited technological capabilities persist. The Q&A reveals management's reluctance to provide specifics on key projects, raising uncertainties. The lack of new partnerships and guidance adjustments tempers the positive impact of financial metrics. Given these factors, a neutral stock price movement is anticipated.
South Bow Corp (SOBO) Q2 2025 Earnings Call Summary
Neutral
2025-08-08
The earnings call summary and Q&A reveal mixed signals. The company has positive developments, such as reduced maintenance capital expenditures and potential growth in heavy oil supply. However, concerns about pipeline integrity, delayed analyses, and unclear responses from management create uncertainties. The company's EBITDA guidance remains unchanged, and there are no significant shareholder return announcements. Overall, the sentiment is neutral, with no strong catalysts to drive significant stock price changes in either direction.
South Bow Corp (SOBO) Q4 2024 Earnings Call Summary
Neutral
2025-03-06
The earnings call summary presents mixed signals. Financial performance shows growth in EBITDA, but a decrease is forecasted for 2025. The dividend remains consistent, which is positive for shareholders. However, there are concerns about regulatory issues, tariffs, and increased leverage. The Q&A section reveals management's cautious approach, with some uncertainty around tariff impacts and project timelines. Overall, the sentiment is balanced, with positive shareholder returns offset by financial risks and regulatory challenges, leading to a neutral prediction.
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