iRobot (IRBT) is set to report Q2 earnings after the market closes.

Current Capital IQ Consensus estimates Q2 GAAP EPS of $1.28 (vs $0.25 last year) on revs +2% to $265.5 mln

On June 15, IRBT surprisingly provided upside Q2 revs guidance calling for Q2 revs of $260-270 mln vs Then estimate of $182.2 mln

IRBT said it was seeing robust order growth for premium products, namely the Roomba i7 Series and s9 Series, and Braava jet m Series.

TECHS:

IRBT has been a winner in this post-COVID environment. Shares are up 172% from March lows. Recently, shares have been trading in a 78.5/87 trading range since it provided upside Q2 revs guidance.

RESULTS:

iRobot beats by $1.78. Beats on revs.

Reports Q2 (Jun) earnings of $2.07 per share, $0.79 better than the S&P Capital IQ Consensus of $1.28; revenues rose 7.6% year/year to $279.88 mln vs the $265.07 mln S&P Capital IQ Consensus.The second-quarter 2020 revenue performance was highlighted by 13% growth in the U.S. and 43% in Japan over the prior year period, which more than offset a 14% decline in EMEA. Approximately 70% of the second-quarter 2020 revenue was estimated to be generated from e-commerce-related orders that span the company's own website and app, dedicated e-commerce websites and the online arms of traditional retailers. Direct-to-consumer revenue of $33 million grew nearly 160% from the prior year's second quarter.


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