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Trupanion (TRUP)
NASDAQ:TRUP
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.04Last Year’s EPS
-0.16Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 19, 2025
|% Change Since: -25.49%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Positive
The earnings call for Trupanion highlighted significant achievements, including strong subscription revenue growth, increased free cash flow, and successful international expansion. However, challenges such as decreased retention, a goodwill impairment charge, and high inflation impacting margins were also noted. Despite the lowlights, the call conveyed a positive outlook with expectations of continued growth and improvement in 2025.Company Guidance
During the Trupanion Fourth Quarter 2024 earnings call, the company reported significant financial achievements and provided guidance for 2025. Subscription revenue for 2024 grew by 20% year-over-year, contributing to a record adjusted operating income of $114 million, a nearly 40% increase. The company highlighted a strong adjusted operating margin, achieving 15.3% in the subscription business, marking the highest in its history. Trupanion also achieved a milestone of protecting over 1 million cats and dogs, adding approximately 257,000 new pets in the last 12 months. For 2025, Trupanion expects total revenue between $1.379 billion and $1.414 billion, with subscription revenue projected to grow by 14% to 15% on a constant currency basis. They anticipate steady margin expansion and a strategic increase in pet acquisition investment, aiming for improved retention and profit per pet. The company plans to continue leveraging its veterinary lead volume, which increased by 30% year-over-year, to drive future growth.Record Subscription Revenue Growth
Subscription revenue grew 20% year-over-year, and the company achieved its highest quarterly subscription adjusted operating margin in history, more than doubling from a low point in early 2023.
Strong Free Cash Flow
Trupanion generated $39 million in free cash flow, an all-time high, primarily driven by higher adjusted operating income.
Major Milestone in Pet Protection
Trupanion surpassed protecting over 1 million cats and dogs, with approximately 257,000 added in the last 12 months, mostly from flagship products.
Improved Member Experience
Investments in software advancements led to significant improvements in claims processing, with record levels of direct payments and decreased claims inventory.
International Expansion
The company launched its veterinary-first strategy in international markets, introducing the Trupanion brand in Europe, specifically in Germany and Switzerland.
Strong Fourth Quarter Performance
Total revenue for the quarter was $337.3 million, up 14% year-over-year, with subscription business revenue up 19% year-over-year.
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TRUP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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TRUP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 19, 2025 | $47.51 | $35.40 | -25.49% |
| Oct 30, 2024 | $55.12 | $54.78 | -0.62% |
| Aug 08, 2024 | $35.03 | $38.30 | +9.33% |
| May 02, 2024 | $23.78 | $19.85 | -16.53% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Trupanion (TRUP) report earnings?
Trupanion (TRUP) is schdueled to report earning on May 01, 2025, TBA Not Confirmed.
What is Trupanion (TRUP) earnings time?
Trupanion (TRUP) earnings time is at May 01, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TRUP EPS forecast?
TRUP EPS forecast for the fiscal quarter 2025 (Q1) is -0.04.
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