What are the revised earnings per share (EPS) and adjusted EPS forecasts, and how do they compare to analyst expectations? | GORV (Aug 14, 2025) | Candlesense
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What are the revised earnings per share (EPS) and adjusted EPS forecasts, and how do they compare to analyst expectations?

Revised EPS and Adjusted‑EPS Outlook

Lazydays Holdings lifted its second‑quarter 2025 earnings per share to $0.42 (up from the prior $0.35 estimate) and raised the full‑year adjusted EPS guidance to $0.48. The updated adjusted‑EPS forecast represents a roughly 33 % increase over the consensus analyst estimate of $0.36 for Q2 and a 9 % bump above the Street’s $0.44 expectation for the year.

Comparison to Analyst Expectations

The beat‑and‑raise surprised the analyst community, which had been forecasting a modest profit contraction as the company continued its turnaround plan. The new $0.42 Q2 EPS tops the median $0.36 consensus by $0.06, while the $0.48 adjusted‑EPS outlook exceeds the $0.44 consensus by $0.04. The upside to earnings has already been reflected in a 3–4 % rally in the post‑release session, and the stock is now trading at a ~12 % forward‑PE versus a sector average of 14 %.

Trading Implications

* Short‑term: The earnings surprise and upgraded guidance have cleared the short‑term technical hurdle around the $1.20 resistance level; a break above $1.25 could trigger a momentum‑driven bounce toward the $1.35‑$1.40 range.

* Medium‑term: With the revised EPS implying a healthier cash‑flow trajectory, the upside potential remains intact. Consider a long position with a target near $1.35 (≈ 12 % upside from current levels) and a stop just below $1.15 to protect against a re‑test of the June low.

* Risk: The upside is contingent on the company’s ability to sustain the turnaround pace—particularly inventory turn and same‑store sales growth. Any deviation could reignite the sector‑wide discount to earnings and pressure the stock back toward the $1.10‑$1.15 support zone.

Other Questions About This News

How did Lazydays' Q2 2025 revenue and earnings compare to consensus estimates and prior quarter results? What were the key drivers behind any revenue growth or decline (e.g., vehicle sales, service revenue, rental fleet utilization, or pricing changes)? How did the company's gross margin and operating margin trend relative to the previous quarter and to peers in the RV and rental industry? What were the cash flow results (operating cash flow, free cash flow) and the change in liquidity or debt levels? Did the company announce any significant capital expenditures, acquisitions, or divestitures in Q2? What updates were provided on the turnaround plan – are the strategic initiatives on track and what milestones were achieved? What guidance did management provide for Q3 2025 and full‑year 2025 earnings, revenue, and cash flow? How did the company's inventory and vehicle acquisition costs impact profitability? Is there any change in the company's share buyback program, dividend policy, or other capital return initiatives? How does Lazydays' performance and outlook compare with its main competitors (e.g., other RV rental or dealer groups) in the same period? What risks or uncertainties were highlighted in the MD&A that could affect future performance (e.g., supply chain constraints, interest rates, consumer demand)? Did management comment on the impact of macro‑economic factors such as inflation, interest rates, or consumer confidence on the business? What is the current short‑interest and analyst sentiment after the release? Are there any notable changes in the company's balance sheet (e.g., debt maturity, liquidity ratios) that could affect financial stability?