GES Earnings

GES reported its FY2026Q3 earnings on 2025-11-25, showcasing a revenue of 791.43M against an estimate of 767.93M, resulting in a 3.06% surprise. The EPS was 0.35, surpassing the expected 0.22 by 59.09%. The stock experienced a 0.06% price change on the earnings day and a 0.29% change over the next five days, reflecting market reactions to the results.

Following GES's FY2026Q3 earnings announcement on 2025-11-25, the stock price moved by 0.06% on the day of the release. Over the subsequent five days, it saw a 0.29% change. Historically, GES's stock price tends to shift by an average of 3.16% in the 10 days leading up to earnings and 2.1% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate GES's annual revenue to reach 1.02B, while the EPS is projected at 1.40. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between GES's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, GES's stock price typically moves by 3.16% in the 10 days before its earnings and 2.1% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 1.40 and revenue of 1.02B.

The earnings call presents a mixed picture with challenges outweighing positives. Financial performance shows revenue growth but also significant losses and declining margins. Product development and market strategy are promising with new partnerships and expansions, but competitive pressures and supply chain risks are concerning. The market strategy faces headwinds in Asia and declining store traffic. Financial health is strained by increased expenses and reduced cash position. Shareholder returns are stable with dividends and buybacks, but uncertainty in guidance and weak Q&A responses suggest a negative sentiment, likely leading to a -2% to -8% stock price decline.