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Is Rockwell Collins (COL) Poised for a Beat in Q2 Earnings?

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Rockwell Collins Inc. is slated to report second-quarter fiscal 2018 results on Apr 27, before the opening bell.

The aviation electronics maker posted in-line earnings in the last reported quarter. Impressively, Rockwell Collins surpassed the Zacks Consensus Estimate in three of the trailing four quarters, with an average beat of 2.50%.

Let’s take a detailed look at the factors influencing Rockwell Collins' quarterly results.

Why a Likely Positive Surprise?

Our proven model shows that Rockwell Collins is likely beat earnings this quarter because it has the right combination of two key ingredients. A stock needs to have both a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) to be able to beat estimates.

Zacks ESP: Rockwell Collins has an Earnings ESP of +0.19%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Zacks Rank: Rockwell Collins carries a Zacks Rank #2, which along with positive Earnings ESP increases the probability of a positive earnings surprise.

Note that we caution against Sell-rated stocks (Zacks Rank #4 or 5) going into the earnings announcement, especially when the company is seeing negative estimate revisions.

 

Rockwell Collins, Inc. Price and EPS Surprise

 

Rockwell Collins, Inc. Price and EPS Surprise | Rockwell Collins, Inc. Quote

 

Factors at Play

Rockwell Collins remains the foremost global supplier of communications and avionics equipment for both commercial and military customers. The company continues to expand its operations in overseas markets driven in part by expanding populations and emerging economies. During the fiscal first quarter, BOC Aviation selected Rockwell Collins’ advanced avionics, as a baseline configuration on up to 74 Boeing 737 MAX aircraft. Moreover, AIRMARK Aviation of Singapore selected Rockwell Collins’ ADS-B Out solution to upgrade four of its Boeing 737-300 aircraft, with an option to fit one more.

We believe these orders will boost the company’s top line in the yet-to-be reported quarter. The Zacks Consensus Estimate for the company’s fiscal second-quarter sales of $2.14 billion reflects a solid annual surge of 59.5%.

Moreover, the company’s B/E Aerospace buyout, has been adding value to its top line and bottom-line growth ever since the deal’s completion. In fiscal 2017, its U.S. sales improved 18% as a result of improved accretions from this takeover.

In line with this, we expect this acquisition to continue boosting the company’s earnings in the second quarter as well. Evidently, the Zacks consensus estimate for earnings in the second quarter stands at $1.75 per share reflecting an annual growth of 30.6%.

Last September, Rockwell Collins entered into an agreement to be acquired by United Technologies Corporation for $30 billion. The deal is expected to create one of the world’s largest aircraft-equipment manufacturers.

Notably, shareholders of Rockwell Collins will be given all-cash consideration of $140 per share, reflecting a premium of nearly 7.5% from the company’s closing price of $130.29 on Sep 1, 2017. Interestingly, shares of Rockwell Collins is presently trading near the acquisition price but has not yet attained it. Considering this, investors even now have a possibility of gaining from this stock. We may expect further development on this transaction once the company releases its quarterly result.

Other Stocks That Warrant a Look

Here are some other companies to consider as our model shows they too have the right combination of elements to post an earnings beat this quarter:

Raytheon Company is slated to report first-quarter 2018 results on Apr 26. The company has an Earnings ESP of +1.91% and a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.

L3 Technologies is expected to report first-quarter 2018 results on May 1. The company has an Earnings ESP of +2.51% and a Zacks Rank #3.

Embraer S.A. (ERJ - Free Report) is expected to report first-quarter 2018 results on Apr 27. The company has an Earnings ESP of +450.00% and a Zacks Rank #3.

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