SIMMONS FIRST NATL CORP-CL A (NASDAQ:SFNC) Reports Mixed Q2 2025 Results: EPS Beat Offsets Revenue Miss

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SIMMONS FIRST NATL CORP-CL A (NASDAQ:SFNC) reported mixed second-quarter 2025 results, with earnings surpassing analyst expectations while revenue fell short. The regional bank posted an 8.6% year-over-year increase in sales to $214.2 million, below the consensus estimate of $221.5 million. However, non-GAAP earnings per share (EPS) of $0.44 exceeded forecasts by 12.8%, coming in ahead of the $0.40 estimate.

Key Takeaways from Q2 2025 Earnings

Revenue Miss: Reported sales of $214.2M vs. $221.5M expected (3.3% below estimates).
EPS Beat: $0.44 per share vs. $0.40 expected (a 9.9% beat).
Year-over-Year Growth: Revenue increased by 8.6%, reflecting continued business expansion.
Profitability Improvement: Management highlighted disciplined expense management and balance sheet growth as contributors to stronger earnings.

Market Reaction

Following the earnings release, the stock showed muted after-hours movement, trading flat. Over the past month, shares have gained 8.5%, suggesting some investor optimism ahead of the report. However, the stock has dipped slightly in the past week (-2.5%) and two weeks (-1.7%), possibly reflecting concerns over the revenue miss.

Outlook & Forward Estimates

While the press release did not provide explicit forward guidance, analysts project:

Q3 2025 Revenue: $227M
Q3 2025 EPS: $0.43
Full-Year 2025 Revenue: $896.9M
Full-Year 2025 EPS: $1.56

CEO George Makris Jr. expressed satisfaction with the quarter, citing "strong revenue growth and disciplined expense management" as drivers of improved profitability. The lack of a significant sell-off post-earnings suggests investors may be balancing the revenue shortfall against the stronger-than-expected bottom line.

For a deeper dive into SIMMONS FIRST NATL CORP-CL A's earnings and analyst estimates, visit the earnings page.

Disclaimer: This article is not investment advice. Investors should conduct their own research before making any financial decisions.