STE Earnings

STE reported its earnings on 2026-02-04, showcasing a revenue of 1.50B against an estimate of 1.48B, resulting in a 1.09% surprise. The EPS was 2.53, surpassing the expected 2.53 by 0%. The stock experienced a -7.74% price change on the earnings day and a -7.42% change over the next five days, reflecting market reactions to the results.

Following STE's earnings announcement on 2026-02-04, the stock price moved by -7.74% on the day of the release. Over the subsequent five days, it saw a -7.42% change. Historically, STE's stock price tends to shift by an average of -1.24% in the 10 days leading up to earnings and 2.67% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate STE's annual revenue to reach 1.60B, while the EPS is projected at 2.88. 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 STE'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, STE's stock price typically moves by -1.24% in the 10 days before its earnings and 2.67% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 2.88 and revenue of 1.60B.

The earnings call reveals solid financial performance, with increased revenue and improved EBIT margins in key segments. Despite some margin declines due to tariffs, the overall outlook remains optimistic, supported by strong growth in Life Sciences and AST. The Q&A section highlights effective mitigation strategies for tariffs and positive market trends, such as capacity expansions. The increase in earnings and free cash flow guidance further supports a positive sentiment. However, the lack of major M&A and conservative cash flow guidance slightly temper the outlook, leading to a positive but not strong positive prediction.