HP shares dip after outlook cut, Q2 results miss as tariff impact deals a blow

Published 28/05/2025, 22:08
Updated 29/05/2025, 09:44
© Reuters

Investing.com - HP dived in premarket trading Thursday after lowering full-year guidance and reporting an earnings per share (EPS) miss due to a $0.12 impact in the quarter from tariffs. 

HP Inc (NYSE:HPQ) tumbled nearly 9% in the premarket trade. 

HP Inc reported earnings per share of $0.71 on revenue of $13.22B. Analysts polled by Investing.com anticipated EPS of $0.80 on revenue of $13.12B.

Personal systems (PS) , which includes personal computers and makes up the bulk of overall growth, saw net revenue rise 7% to $9B year over year.

"The $0.12 impact was larger than HPQ anticipated which led to PS margins of 4.5% (below their guide of low-end of 5% to 7%)," Bank of America (BofA) analysts noted. 

Printing net revenue fell 4% to $4.2B.

The company said the added cost driven by the "current U.S. tariffs in place, and associated mitigations," would weigh on its outlook.

“In light of the increased macroeconomic uncertainty, we have adjusted our outlook to reflect moderated demand and the net impact of trade-related costs,” said Karen Parkhill, CFO, HP Inc. “We are executing targeted mitigation strategies, and assuming current conditions remain, we expect to fully offset these costs by Q4.”

For fiscal Q3, adjusted EPS was seen in a range of $0.68 to $0.80, missing the average analyst estimate of $0.91.

For the full year, adjusted earnings guidance range was lowered by $0.45 to $3 to $3.30 per share, missing analyst estimates of $3.49 per share.

BofA analysts lowered their fiscal Q3 estimates "to reflect the tariff impacts and guided range."

Regarding the full-year outlook, the bank said it takes "a more conservative stance and model towards the low end of guidance for EPS, $3.06, to reflect the uncertainty on tariffs, cost increases from moving production out of China, and lower growth from PC refresh."

(Yasin Ebrahim contributed to this report.)

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