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Air Transport Services (ATSG) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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Air Transport Services (ATSG - Free Report) reported $471.25 million in revenue for the quarter ended September 2024, representing a year-over-year decline of 9.9%. EPS of $0.13 for the same period compares to $0.32 a year ago.

The reported revenue represents a surprise of -7.21% over the Zacks Consensus Estimate of $507.86 million. With the consensus EPS estimate being $0.19, the EPS surprise was -31.58%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Air Transport Services performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Revenues- ACMI Services: $321.97 million versus the four-analyst average estimate of $360.13 million. The reported number represents a year-over-year change of -11.9%.
  • Revenues- Other Activities: $93 million compared to the $102.44 million average estimate based on four analysts. The reported number represents a change of -17.6% year over year.
  • Revenues- Eliminate internal revenues: -$56.19 million versus the four-analyst average estimate of -$63.18 million. The reported number represents a year-over-year change of -13.1%.
  • Revenues- CAM: $112.47 million versus $108.50 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.5% change.
  • Revenues- CAM- Lease incentive amortization: -$3.10 million versus -$2.71 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -9.5% change.
  • Revenues- CAM- Aircraft leasing and related revenues: $115.57 million compared to the $111.80 million average estimate based on two analysts. The reported number represents a change of +2.1% year over year.
  • Pre-Tax Earnings- CAM: $18.28 million compared to the $16.23 million average estimate based on three analysts.
  • Pre-Tax Earnings- Other Activities: -$1.59 million compared to the $0.43 million average estimate based on two analysts.
  • Pre-Tax Earnings- ACMI Services: -$14.41 million compared to the -$2.92 million average estimate based on two analysts.
View all Key Company Metrics for Air Transport Services here>>>

Shares of Air Transport Services have returned +44.9% over the past month versus the Zacks S&P 500 composite's +4.9% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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