After-Hours Earnings Report for July 1, 2025 : STZ, GBX, TTGT

Constellation Brands (STZ), Greenbrier Companies (GBX), and TechTarget (TTGT) are set to report earnings after hours on July 1, 2025. STZ's consensus EPS of $3.38 reflects a 5.32% year-over-year decrease, following a Q4 2024 miss, though its 2026 P/E of 12.83 is below the industry average. GBX is forecast to report $0.86 EPS, an 18.87% decline year-over-year, with a 2025 P/E of 8.94 indicating a discount to its industry. TTGT's consensus EPS is $0.00, marking a 100% year-over-year increase from a low base, after missing Q1 2024 EPS by 200%, and currently holds a 0.00 P/E.

Analysis

Upcoming earnings reports for Constellation Brands (STZ), Greenbrier Companies (GBX), and TechTarget (TTGT) present a moderately negative outlook, driven by anticipated year-over-year earnings declines and historical performance issues. Constellation Brands is projected to report a 5.32% decrease in EPS to $3.38, following a 2.69% miss in the prior quarter, though its forward 2026 P/E ratio of 12.83 sits below the industry average of 15.10, suggesting a potential valuation discount despite near-term headwinds. Greenbrier Companies faces a more significant forecasted EPS drop of 18.87% to $0.86, with the consensus estimate derived from a single analyst, indicating higher forecast uncertainty; however, its 2025 P/E of 8.94 is also below its industry peer group's 11.30. TechTarget exhibits the most distress, with a consensus EPS forecast of $0.00, which, while technically a 100% YoY improvement from a loss, follows a severe -200% earnings miss in the comparable 2024 quarter. TTGT's current P/E ratio of 0.00 underscores significant profitability challenges and makes it a high-risk outlier in this group.

Key Decisions for Investors

• For Constellation Brands (STZ), investors should scrutinize management's forward guidance to determine if the discounted 2026 P/E ratio of 12.83 justifies overlooking the expected 5.32% YoY earnings decline and the recent Q4 2024 miss.
• Given Greenbrier's (GBX) steep 18.87% projected EPS decline and the forecast's reliance on a single analyst, investors should treat the upcoming report with caution, as the stock's discounted P/E of 8.94 may not sufficiently compensate for the operational and forecast risks.
• TechTarget (TTGT) represents a high-risk situation; the break-even EPS forecast and a history of significant earnings misses suggest investors should look for concrete evidence of a sustainable turnaround in profitability before considering a position.