Answer
The press release you quoted gives the companyâreported earningsâperâshare (EPS) results for the second quarter ofâŻ2025, but it does not include any information about what Wall Street analysts were expecting for the quarter. Because of that, we canât directly compare the actual EPS growth to the analyst consensus or expectations from the data youâve provided.
Below is a stepâbyâstep explanation of what we do know, what we donât, and how you could obtain the missing analystâexpectation data to make the comparison yourself.
1. What the release tells us about EPS
| Metric | Q2âŻ2024 | Q2âŻ2025 | % Change |
|---|---|---|---|
| Net income per diluted share (reported EPS) | $0.50 | $0.64 | +28âŻ% |
| Adjusted net income per diluted share (adjusted EPS) | â (not disclosed for Q2âŻ2024) | $0.93 | â |
The âadjustedâ figure excludes certain nonârecurring items, so analysts often focus on it when they model earnings. The release does not give the priorâyear adjusted EPS, so we canât calculate a growth rate for that line.
Key takeaway:
- Reported EPS grew 28âŻ% yearâoverâyear (from $0.50 to $0.64).
- Adjusted EPS was $0.93 for the quarter, which is a higher number because it adds back items such as stockâbased compensation, acquisitionârelated costs, etc.
2. What we donât know from the release
| Missing piece | Why it matters for the comparison |
|---|---|
| Analyst consensus EPS estimate for Q2âŻ2025 | This is the average EPS forecast that Wall Street analysts had before the company released its results. |
| Analyst EPS estimate for Q2âŻ2024 (for context) | Knowing the priorâyear estimate helps gauge whether analysts were already expecting growth. |
| Standard deviation or range of analyst estimates | Shows how tight or dispersed the expectations were, which influences how âsurprisingâ the actual result is. |
| Any revisions to 2025 guidance | Analysts may have already adjusted their forecasts based on earlier guidance; the release does not mention any guidance updates. |
Because none of these data points appear in the press release, we cannot answer the question âHow does the EPS growth compare with analyst consensus and expectations?â directly.
3. How to obtain the analyst consensus data
If you need a precise comparison, you can retrieve the analyst expectations from one of the following sources:
| Source | Typical coverage | How to access |
|---|---|---|
| FactSet (Consensus Estimates) | Broad coverage of U.S. equities, including EPS forecasts. | Subscription; can pull âConsensus EPS â Q2âŻ2025â for ticker LMB. |
| Bloomberg Terminal (EST⯠|
Realâtime consensus and individual analyst estimates. | Type EQS <GO> â select âLMBâ â view âEPS Estimate â Q2âŻ2025â. |
| Refinitiv (formerly Thomson Reuters) I/B/E/S | Consensus and individual analyst forecasts. | Use the âCompany Estimatesâ module for LMB. |
| Yahoo!âŻFinance / MarketWatch | Free, but often only provides annual EPS forecasts, not quarterly. | Look under âAnalysisâ â âEarnings Estimateâ. |
| S&P Capital IQ | Detailed consensus and historical revisions. | Search for âLMB â Quarterly EPS Estimatesâ. |
When you retrieve the data, youâll typically see something like:
| Metric | Consensus EPS (Q2âŻ2025) | Analyst range (lowâhigh) |
|---|---|---|
| Reported EPS | $0.64 (actual) | $0.58 â $0.62 (est.) |
If the consensus estimate was, for example, $0.58, then the actual $0.64 would be ~10âŻ% above expectations, indicating a positive earnings surprise. Conversely, if the consensus had been $0.66, the result would be ~3âŻ% below expectations, indicating a miss.
4. How to interpret the comparison once you have the data
| Scenario | Interpretation |
|---|---|
| Actual EPS > Consensus EPS | The company beat expectations. Markets often react positively (price uptick, higher trading volume). Analysts may upgrade their forecasts for the rest of 2025. |
| Actual EPS â Consensus EPS | The result is âin lineâ with expectations. The market reaction is usually muted; analysts may keep their outlook unchanged. |
| Actual EPS < Consensus EPS | The company missed expectations. This can trigger price declines, downgrades, or a more cautious outlook from analysts. |
Because the release also provides an adjusted EPS of $0.93, you may want to compare that number to the adjusted EPS consensus (if analysts report an adjusted figure). Adjusted EPS is often the metric analysts use for valuation multiples (e.g., P/AdjâEPS), so a surprise on the adjusted number can be even more material than the GAAP number.
5. Quick ânextâstepâ checklist for you
- Pull the consensus EPS estimate for Q2âŻ2025 (and optionally Q2âŻ2024) from a data provider you have access to.
- Calculate the surprise:
[ \text{Surprise \%} = \frac{\text{Actual EPS} - \text{Consensus EPS}}{\text{Consensus EPS}} \times 100 ] - Compare the surprise to the historical average surprise for Limbic Holdings (or the sector) to gauge whether this is a âbigâ or âsmallâ beat/miss.
- Check any analyst commentary that might already be published (e.g., brokerage notes released after the earnings call) for qualitative context.
6. Bottomâline answer
Based solely on the information in the press release, we cannot determine how the EPS growth (28âŻ% YoY to $0.64) compares with analyst consensus or expectations, because those expectations are not disclosed in the release.
To make that comparison, youâll need to retrieve the analyst EPS forecasts for Q2âŻ2025 from a financial data platform (FactSet, Bloomberg, Refinitiv, etc.) and then calculate the percentage surprise relative to those estimates.
If you obtain the consensus estimate and would like help interpreting the surprise, feel free to share the numbers and I can walk you through the analysis.