How reliable are PBH's Q4 2025 earnings forecasts?

Prestige Consumer Healthcare (PBH) is set to announce its Q4 2025 earnings report on November 7, 2024. Analysts have provided estimates for the quarter's EPS and revenue, which can be used to gauge the reliability of the forecasts. 1. **Estimate EPS and Estimate Revenue**: The estimated EPS for Q4 2025 is $1.3, which represents the company's anticipated earnings per share for the period. The estimated revenue for the same quarter is $291.32 million, which is the projected sales for the period. 2. **Historical Performance**: PBH's gross margin expanded by 115 basis points year-over-year to 55.6% during the last quarter, indicating a strong profitability trend. Advertising and marketing expenses increased by 21.5% to $37.5 million, while general and administrative expenses decreased by 4.3% to $26.5 million. These changes suggest a focused approach on marketing and cost management, which could positively influence earnings. 3. **Market Sentiment**: The company's stock has experienced a slight decline of 0.4% since the last earnings report, which could indicate a cautious market sentiment or concerns about the upcoming earnings report. However, it is important to consider that stock price movements can be influenced by various factors beyond earnings. 4. **Comparing with Wall Street Projections**: Wall Street analysts have projected an EPS of $1.09 for the quarter, which is slightly higher than the estimated EPS of $1.3 provided by Prestige Consumer Healthcare. This discrepancy could be due to differences in assumptions or market conditions. It is worth noting that Prestige Consumer Healthcare has set its FY25 guidance at $4.40-$4.50, which includes the Q4 2025 earnings. 5. **Conclusion**: Based on the information available, the Q4 2025 earnings forecasts for Prestige Consumer Healthcare appear to be reasonable and in line with the company's historical performance and market sentiment. The estimated EPS and revenue are aligned with Wall Street projections, and the company's strategic focus on marketing and cost management suggests a positive outlook for the earnings report. Investors should monitor the upcoming earnings report and related market analysis to assess the accuracy of these forecasts and their impact on the stock.