Global Partners (GLP) may face challenges in rebounding in Q1 2025 earnings based on current estimates and historical performance. Here's an analysis to support this view:
- Current Earnings Estimates: The consensus for Q1 2025 earnings is an EPS of -$0.03 and revenue of $5.64 billion1. This suggests that the company is expected to report a loss during the period, which is a negative indicator for a potential rebound.
- Historical Performance: GLP has beaten EPS estimates 100% of the time and has beaten revenue estimates in the past2. However, the current estimates do not reflect a strong rebound from the previous quarter's performance.
- Recent News and Performance: GLP's stock price has increased by 1.31% to $55.551, which is a positive sign but does not necessarily translate to a strong earnings rebound. The company's return on equity and net margin are also notable, but they do not guarantee a positive earnings surprise3.
- Market Expectations: The market has a conservative outlook for Q1 2025, with an earnings estimate of $0.10 per unit and revenue of $5.22 billion, which is lower than the estimated figures2. This suggests that analysts are not anticipating a significant rebound in earnings.
- Previous Quarter's Performance: GLP's Q4 2024 earnings showed an increase in revenue to $5.80 billion and earnings of $0.24 per share4. While this is a positive trend, it does not necessarily indicate a strong rebound in Q1 2025 earnings.
In conclusion, while GLP has a history of beating earnings estimates, the current projections for Q1 2025 do not suggest a strong rebound in earnings. The company's stock price has increased, but this does not necessarily translate to a positive earnings report. The market's conservative expectations and the slight decrease in estimated revenue compared to the previous quarter further support the view that GLP may not rebound strongly in Q1 2025 earnings.
4/3/2025 05:18am
