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Auto Stocks to Report Q1 Earnings on Apr 26: LEA, OSK & More

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The auto sector’s performance has been below par so far in the Q1 earnings season. As of Apr 21, 20% of the sector’s companies have reported results. Per our latest Earnings Preview, these companies have recorded 15.2% year-over-year fall in earnings and 1.1% decline in revenues. In comparison, the 95 S&P 500 companies that have reported through Apr 21 posted a 14.3% growth in earnings and a 4.6% rise in revenues.

The weak performance is expected to continue this earnings season. By the end of Q1, auto sector earnings are projected to decline 20%, while revenues are expected to inch up 0.2%. Meanwhile, total S&P 500 earnings and revenues are expected to increase 9.1% and 6% year over year, respectively.

A major issue for most automakers in recent years has been the safety recalls and related costs. Recall-related repair costs have increased the financial burden of these companies. Their margins and bottom line are also strained by the pressure of maintaining attractive incentives and deals to boost volumes. Moreover, the overall industry saw declining sales in the U.S. in the first quarter of 2017.

Meanwhile, strong sales growth in other major markets, like China and Europe, has been the primary driving factor for the auto sector in Q1. Also, low fuel prices boosted the sales of higher margin vehicle segments, such as SUVs and light trucks. With these factors in mind, let’s see what awaits these four auto stocks that are slated to release their Q1 results on Apr 26.

Lear Corporation (LEA - Free Report)  managed to beat earnings in each of the trailing four quarters, thus delivering a positive average surprise of 11.7%.

Our proven model shows that Lear is likely to beat earnings this quarter. This is because a stock needs to have both a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) for this to happen. The company has the right combination of two key ingredients.

The company has an Earnings ESP of +4.05% as the Most Accurate estimate is pegged at $4.11 while the Zacks Consensus Estimate stands at $3.95. Lear currently carries a Zacks Rank #2. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Lear Corporation Price and EPS Surprise

 

Lear Corporation Price and EPS Surprise | Lear Corporation Quote

Oshkosh Corporation (OSK - Free Report)  has an Earnings ESP of 0.00% because the Most Accurate estimate and the Zacks Consensus Estimate are both pegged at 74 cents. It posted positive earnings surprises in each of the last four quarters, with a positive average surprise of 72.4%. Oshkosh currently carries a Zacks Rank #2 as well. You can see the complete list of today’s Zacks #1 Rank stocks here.

Though Zacks Rank #1, 2 or 3 increases the predictive power of ESP, the company’s ESP of 0.00% makes surprise prediction difficult.

Oshkosh Corporation Price and EPS Surprise

 

Oshkosh Corporation Price and EPS Surprise | Oshkosh Corporation Quote

Allison Transmission Holdings, Inc. (ALSN - Free Report)  currently has an Earnings ESP of 0.00% as the Most Accurate estimate and the Zacks Consensus Estimate are both pegged at 35 cents. Allison Transmission delivered three positive and one negative earnings surprises in the trailing four quarters, with a positive average surprise of 3.38%. The company carries a Zacks Rank #3. This makes prediction difficult as the company needs to have both a positive ESP as well as a Zacks Rank #1, 2 or 3.

Mazda Motor Corporation (MZDAY - Free Report)  has an Earnings ESP of 0.00% because the Most Accurate estimate and the Zacks Consensus Estimate are both pegged at 14 cents. Mazda Motor currently carries a Zacks Rank #4 (Sell). We caution against stocks with a Zacks Rank #4 or 5 (Sell rated) going into the earnings announcement, especially when the company is seeing negative estimate revisions.

Mazda Motor Corporation Price and EPS Surprise

 

Mazda Motor Corporation Price and EPS Surprise | Mazda Motor Corporation Quote

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