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Hawaiian Electric (HE) Down 3.5% Since Earnings Report: Can It Rebound?

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It has been about a month since the last earnings report for Hawaiian Electric Industries, Inc. (HE - Free Report) . Shares have lost about 3.5% in that time frame.

Will the recent negative trend continue leading up to its next earnings release, or is HE due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.

Hawaiian Electric Q1 Earnings In Line, Revenues Beat

Hawaiian Electric reported earnings per share (EPS) of 37 cents in first-quarter 2018, which came in line with the Zacks Consensus Estimate. On a year-over-year basis, the bottom-line figure improved a solid 19.4% from the prior-year quarter’s 31 cents.

The year-over-year upside was driven by higher revenues as well as operating income.

Total Revenues

Total revenues came in at $645.9 million, surpassing the Zacks Consensus Estimate of $596 million by 8.4%. The top line improved 9.2% year over year owing to higher contributions from the Electric Utility and the Banking segments of the company.

Operating Statistics

Total expenses were up 10% year over year to $574 million in the first quarter.

Total operating income totaled $71.9 million, up 3.1%, driven by higher contributions from the Bank and the Electric Utility segments.

Net interest expenses amounted to $17.7 million, up from $17.5 million in the prior-year quarter.

Segment Details

Electric Utility: Revenues came in at $570.4 million, up 10% year over year. Net income rose 2% to $51.4 million from $50.4 million a year ago.

Banking: Revenues totaled $75.4 million, up 3.5%. Net income came in at $24.9 million, up 2.2% on year-over-year basis.

Other: Revenues summed $0.03 million, down 70.5% year over year. Moreover, the segment incurred a quarterly net loss of approximately $4.4 million compared with the year-ago loss of $5 million.

Guidance

Hawaiian Electric reaffirmed its 2018 guidance. The company continues to expect EPS in the range of $1.80-$2.00.

Additionally, for the Electric Utility segment, it continues to project EPS in the band of $1.33-$1.46 while the same for the Bank segment is still expected in the range of 68-74 cents.

How Have Estimates Been Moving Since Then?

In the past month, investors have witnessed an upward trend in fresh estimates. There has been one revision higher for the current quarter

VGM Scores

At this time, HE has a subpar Growth Score of D. Its Momentum is doing a lot better with a B. The stock was allocated a grade of C on the value side, putting it in the middle 20% for this investment strategy.

Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.

Our style scores indicate that the stock is more suitable for momentum investors than value investors.

Outlook

Estimates have been trending upward for the stock and the magnitude of this revision looks promising. It comes with little surprise HE has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.


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