The 10-second takeaway
For the quarter ended Dec. 31 (Q4), USG beat expectations on revenues and missed expectations on earnings per share.
Compared to the prior-year quarter, revenue grew and GAAP loss per share shrank.
Margins grew across the board.
USG recorded revenue of $815.0 million. The 12 analysts polled by S&P Capital IQ predicted revenue of $786.1 million on the same basis. GAAP reported sales were 8.7% higher than the prior-year quarter's $750.0 million.
Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.
EPS came in at -$0.51. The 13 earnings estimates compiled by S&P Capital IQ predicted -$0.26 per share. GAAP EPS were -$0.12 for Q4 against -$0.95 per share for the prior-year quarter.
Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.
For the quarter, gross margin was 10.4%, 470 basis points better than the prior-year quarter. Operating margin was 0.6%, 550 basis points better than the prior-year quarter. Net margin was -1.6%, 1,170 basis points better than the prior-year quarter.
Next quarter's average estimate for revenue is $873.2 million. On the bottom line, the average EPS estimate is $0.12.
Next year's average estimate for revenue is $3.56 billion. The average EPS estimate is $0.62.
The stock has a three-star rating (out of five) at Motley Fool CAPS, with 1,722 members out of 1,870 rating the stock outperform, and 148 members rating it underperform. Among 541 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 506 give USG a green thumbs-up, and 35 give it a red thumbs-down.
Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on USG is outperform, with an average price target of $26.10.
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