How does Instacart's Q2 2025 earnings per share compare to analyst expectations and prior guidance?

Answer

The press release you referenced – Instacart Announces Second Quarter 2025 Financial Results – does not include the actual earnings‑per‑share (EPS) figures, nor does it spell out the analyst consensus estimates or the company’s prior guidance for Q2 2025. Because those key numbers are missing from the excerpt you provided, I can’t directly compare the reported EPS to either analyst expectations or the guidance the company gave in earlier quarters.

What you would need to make the comparison

Typical ways analysts and investors evaluate the result

1. Beat/Miss the consensus:

   • Beat: Reported EPS > Analyst consensus estimate.
     
   • Miss: Reported EPS < Analyst consensus estimate.
     
   • The magnitude of the beat/miss (e.g., “beat by 5 cents”) often drives the stock’s price reaction.

2. Hit/Exceed/Fall short of company guidance:

   • Hit: Reported EPS equals the guidance range the company previously gave.
     
   • Exceed: Reported EPS is above the top of the guidance range.
     
   • Fall short: Reported EPS is below the guidance range.
     

3. Contextual factors:

   • Revenue growth, margin trends, cash‑flow, and operating expense changes are examined alongside EPS to gauge the quality of the earnings.
     
   • Management commentary (e.g., “we see continued strength in our grocery‑delivery platform”) can explain why EPS deviated from expectations.

How to obtain the missing numbers

• Full Shareholder Letter: The press release says the results are “available within Instacart’s second quarter 2025 Shareholder Letter.” That document (usually posted on the Investor Relations section of Instacart’s website) will list the EPS, revenue, and other key metrics.
  
• SEC Filings: The quarterly 10‑Q filing (available via the SEC’s EDGAR database) contains the same EPS data, plus a reconciliation of non‑GAAP figures if the company provides them.
  
• Financial‑data services: Bloomberg, FactSet, Thomson Reuters, or S&P Capital IQ will have the consensus analyst estimate for Q2 2025 EPS and can show the “beat/miss” percentage once the actual number is known.
  

What to do next

1. Locate the full shareholder letter (or the 10‑Q) on Instacart’s investor‑relations website.
   
2. Identify the reported EPS for Q2 2025 (both GAAP and any non‑GAAP version the company may present).
   
3. Check analyst consensus for Q2 2025 EPS on a data platform or via a brokerage research report.
   
4. Compare the two figures to see whether Instacart beat, missed, or met expectations, and note the size of any deviation.
   
5. Cross‑reference with prior guidance (e.g., the Q1 2025 earnings release or any “guidance update” the company issued) to determine if the company hit its own target.

Bottom line:

Based solely on the excerpt you shared, the specific EPS numbers—and thus the comparison to analyst expectations and prior guidance—are not disclosed. To answer the question definitively, you’ll need to retrieve the complete shareholder letter (or the SEC 10‑Q) and the analyst consensus estimate from a financial‑data source. Once you have those numbers, the comparison is straightforward:

• If Reported EPS > Consensus Estimate → earnings beat.
  
• If Reported EPS < Consensus Estimate → earnings miss.
  
• If Reported EPS within the guidance range → company met its own target; outside the range indicates an over‑ or under‑performance relative to its own guidance.
  

If you can provide the actual EPS figure (or a link to the full release), I can immediately calculate the beat/miss percentages and give you a precise, data‑driven answer.