How does the drop in net income and GAAP EPS compare to consensus expectations? | KOP (Aug 08, 2025) | Candlesense
KOP

How does the drop in net income and GAAP EPS compare to consensus expectations?

What the press release tells us

Metric Q2 2025 (reported) Q2 2024 (prior‑year) Absolute change % change
Net income attributable to Koppers $16.4 million $26.8 million –$10.4 million ‑39 %
GAAP diluted EPS $0.81 $1.25 –$0.44 ‑35 %
Adjusted EPS (non‑GAAP) $1.48 $1.36 +$0.12 +9 %
Adjusted EBITDA $77.1 million (not disclosed in the excerpt) — —

The company’s GAAP results therefore fell roughly one‑third versus the same quarter a year ago, while the non‑GAAP (adjusted) figures actually improved modestly.

How does this drop compare to consensus expectations?

The press release you provided does not include analysts’ consensus estimates for either net income or GAAP EPS for the quarter. Because consensus numbers are not supplied, we cannot make a direct, data‑driven comparison such as “the drop was wider than analysts expected” or “the EPS miss was X cents relative to consensus.”

What can be inferred (and what you would need to confirm)

  1. Typical practice – In earnings releases, companies often mention whether they “beat,” “meet,” or “miss” consensus estimates. The absence of any such language in the excerpt suggests that Koppers may not have highlighted a material surprise (positive or negative). However, that is only a hypothesis; the full press release could contain that language elsewhere.

  2. What you’d need to assess the deviation

    • Consensus net‑income estimate (usually expressed as a dollar amount or EPS).
    • Consensus GAAP EPS estimate (often the primary figure analysts track).
    • Standard deviation or range of estimates to gauge whether the reported numbers are within the normal forecast band.

  3. Potential next steps

    • Check a financial data platform (e.g., Bloomberg, FactSet, Refinitiv, S&P Capital IQ) for the consensus estimates for KOP Q2 2025.
    • Look at post‑release analyst commentary (e.g., via earnings call transcripts, brokerage notes, or market news wires) that will usually spell out the magnitude of any miss or beat.
    • Review the company’s investor presentation or earnings call transcript (often posted on the Koppers website shortly after the release) for management’s comments on how results stack up against expectations.

Bottom line

  • Reported drop: Net income fell $10.4 M (‑39 %) and GAAP diluted EPS fell $0.44 (‑35 %) YoY.
  • Consensus comparison: No consensus figures are provided in the excerpt, so we cannot quantify how the drop stacks up against analyst expectations. To answer the question definitively, you would need to retrieve the consensus estimates for Q2 2025 net income and GAAP EPS from a financial data source or see the full earnings release/analyst commentary where such a comparison is typically disclosed.

Other Questions About This News

What specific guidance changes did Koppers provide for 2025 (revenue, EPS, cash flow, capex)? How will the revised 2025 outlook affect the stock's valuation and price target? Are there any one‑time items or impairments influencing the current quarter results? What is the expected impact on the company's dividend policy or share repurchase program? How does management plan to address the earnings margin compression versus the prior year? What are the implications of the revised outlook on the company's long‑term growth strategy? How does the revised outlook impact the company's debt covenant compliance and liquidity position? How might commodity price trends (e.g., copper, aluminum, oil) affect Koppers' future earnings? What are the key components of the adjusted EBITDA increase and is it sustainable? How does Koppers' performance and outlook compare to its peers in the specialty chemicals and materials sector? What were the primary drivers behind the decline in sales from $563.2M to $504.8M?