ZWS Earnings

ZWS reported its earnings on 2026-02-03, showcasing a revenue of 407.20M against an estimate of 401.52M, resulting in a 1.41% surprise. The EPS was 0.36, surpassing the expected 0.34 by 5.88%. The stock experienced a 10.01% price change on the earnings day and a 11.62% change over the next five days, reflecting market reactions to the results.

Following ZWS's earnings announcement on 2026-02-03, the stock price moved by 10.01% on the day of the release. Over the subsequent five days, it saw a 11.62% change. Historically, ZWS's stock price tends to shift by an average of -1.41% in the 10 days leading up to earnings and 4.73% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate ZWS's annual revenue to reach 414.32M, while the EPS is projected at 0.36. 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 ZWS'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, ZWS's stock price typically moves by -1.41% in the 10 days before its earnings and 4.73% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.36 and revenue of 414.32M.

The earnings call reflects strong financial performance with a 17% increase in free cash flow, a 10% rise in Q4 sales, and improved EBITDA margins. Share repurchases and dividends indicate a positive shareholder return plan. Despite increased tariff costs, the company maintains a price/cost positive position. The Q&A reveals optimism about sales growth and strategic expansion into adjacencies. However, management's reluctance to provide detailed M&A predictions and spending plans slightly tempers sentiment. Overall, the raised full-year guidance and strategic focus on growth suggest a positive stock price movement.