Exterran Holdings Beats on Both Top and Bottom Lines

Exterran Holdings (NYSE: EXH  ) reported earnings on Feb. 26. Here are the numbers you need to know.

The 10-second takeaway
For the quarter ended Dec. 31 (Q4), Exterran Holdings beat expectations on revenues and beat expectations on earnings per share.

Compared to the prior-year quarter, revenue grew significantly. Non-GAAP earnings per share grew. GAAP loss per share contracted.

Margins grew across the board.

Revenue details
Exterran Holdings tallied revenue of $838.9 million. The five analysts polled by S&P Capital IQ anticipated revenue of $721.3 million on the same basis. GAAP reported sales were 19% higher than the prior-year quarter's $702.9 million.

Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

EPS details
EPS came in at $0.09. The eight earnings estimates compiled by S&P Capital IQ predicted $0.01 per share. Non-GAAP EPS were $0.09 for Q4 against -$0.14 per share for the prior-year quarter. GAAP EPS were -$0.09 for Q4 compared to -$1.06 per share for the prior-year quarter.

Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.

Margin details
For the quarter, gross margin was 28.5%, 190 basis points better than the prior-year quarter. Operating margin was 5.5%, 400 basis points better than the prior-year quarter. Net margin was -0.7%, 880 basis points better than the prior-year quarter.

Looking ahead
Next quarter's average estimate for revenue is $695.6 million. On the bottom line, the average EPS estimate is $0.00.

Next year's average estimate for revenue is $2.94 billion. The average EPS estimate is $0.23.

Investor sentiment
The stock has a three-star rating (out of five) at Motley Fool CAPS, with 126 members out of 138 rating the stock outperform, and 12 members rating it underperform. Among 45 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 43 give Exterran Holdings a green thumbs-up, and two give it a red thumbs-down.

Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on Exterran Holdings is outperform, with an average price target of $26.40.

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