GRUB
$53.51
Grubhub
$.32
.60%

Earnings History

Earnings
Revenue
Reaction
Drift
Revenue Above Estimates
Q 06/2014
5/8/2014
4:01:00 PM
$53.0 mil to $55.0 mil
$52.6 mil
-0.5%
-2.1%
Guidance:
Consensus:
GrubHub Guides Above Estimates

GrubHub Inc. said it expects second quarter revenue of $53.0 million to $55.0 million. The current consensus revenue estimate is $52.6 million for the quarter ending June 30, 2014.
Revenue Above Estimates
Q 09/2014
7/24/2014
9:00:00 AM
$55.5 mil to $57.5 mil
$54.3 mil
4.3%
-0.4%
Guidance:
Consensus:
GrubHub Sees Revenue Above Estimates

GrubHub Inc. said it expects third quarter revenue of $55.5 million to $57.5 million. The current consensus revenue estimate is $54.3 million for the quarter ending September 30, 2014.
Revenue Above Estimates
Q 12/2014
10/23/2014
9:00:00 AM
$68.5 mil to $70.5 mil
$N66.7 mil
0.1%
-8.2%
Guidance:
Consensus:
GrubHub Sees Revenue Above Estimates

GrubHub Inc. said it expects fourth quarter revenue of $68.5 million to $70.5 million. The current consensus revenue estimate is $N66.7 million for the quarter ending December 31, 2014.
Revenue Above Estimates
FY 2015
2/5/2015
9:00:00 AM
6.2%
-2.5%
Guidance:
Consensus:
GrubHub Guides Above Estimates

GrubHub Inc. said it expects first quarter revenue of $83.0 million to $85.0 million. The current consensus revenue estimate is $80.1 million for the quarter ending March 31, 2015. The company said it expects 2015 revenue of $335.0 million to $350.0 million. The current consensus estimate is revenue of $325.9 million for the year ending December 31, 2015.
Raises Guidance In-line with Estimates
FY 2015
4/29/2015
9:04:00 AM
$346.0 mil to $361.0 mil
$352.7 mil
-9.8%
-9.6%
Guidance:
Consensus:
GrubHub Raises Guidance to be In-line with Estimates

GrubHub Inc. said it expects second quarter revenue of $83.5 million to $85.5 million. The current consensus revenue estimate is $83.7 million for the quarter ending June 30, 2015. The company also said it now expects 2015 revenue of $346.0 million to $361.0 million. The company's previous guidance was revenue of $335.0 million to $350.0 million and the current consensus estimate is revenue of $352.7 million for the year ending December 31, 2015.
Raises Guidance In-line with Estimates
FY 2015
7/28/2015
9:00:00 AM
$358.0 mil to $364.0 mil
$360.0 mil
7.2%
-16.1%
Guidance:
Consensus:
GrubHub Raises Revenue Guidance, but Remains In-line with Estimates

GrubHub Inc. said it expects third quarter revenue of $85.0 million to $87.0 million. The current consensus revenue estimate is $85.6 million for the quarter ending September 30, 2015. The company also said it now expects 2015 revenue of $358.0 million to $364.0 million. The company's previous guidance was revenue of $346.0 million to $361.0 million and the current consensus estimate is revenue of $360.0 million for the year ending December 31, 2015.
Revenue Below Estimates
Q 12/2015
10/27/2015
9:00:00 AM
$98.0 mil to $100.0 mil
$100.9 mil
-23.7%
7.2%
Guidance:
Consensus:
GrubHub Sees Revenue Below Estimates

GrubHub Inc. said it expects fourth quarter revenue of $98.0 million to $100.0 million. The current consensus revenue estimate is $100.9 million for the quarter ending December 31, 2015.
In-line Revenue Guidance
FY 2016
2/4/2016
9:00:00 AM
12.8%
-2.9%
Guidance:
Consensus:
GrubHub Guides Revenue In-line

GrubHub Inc. said it expects first quarter revenue of $109.0 million to $112.0 million and 2016 revenue of $445.0 million to $465.0 million. The current consensus estimate is revenue of $110.4 million for the quarter ending March 31, 2016 and revenue of $450.1 million for the year ending December 31, 2016.
Narrows Guidance
FY 2016
5/3/2016
9:00:00 AM
$450.0 mil to $465.0 mil
$456.0 mil
-7.1%
6.0%
Guidance:
Consensus:
GrubHub Narrows Guidance

GrubHub Inc. said it expects second quarter revenue of $109.0 million to $111.0 million. The current consensus revenue estimate is $109.5 million for the quarter ending June 30, 2016. The company also said it now expects 2016 revenue of $450.0 million to $465.0 million. The company's previous guidance was revenue of $445.0 million to $465.0 million and the current consensus estimate is revenue of $456.0 million for the year ending December 31, 2016.
Raises Guidance with Acquisition
FY 2016
5/11/2016
9:00:00 AM
$465.0 mil to $480.0 mil
$458.6 mil
0.4%
-10.8%
Guidance:
Consensus:
GrubHub Raises Guidance with Acquisition

GrubHub Inc. said with its acquisition of LAbite it now expects second quarter revenue of $113.0 million to $115.0 million. The company's previous guidance was revenue of $109.0 million to $111.0 million and the current consensus revenue estimate is $110.3 million for the quarter ending June 30, 2016. The company also said it now expects 2016 revenue of $465.0 million to $480.0 million. The company's previous guidance was revenue of $450.0 million to $465.0 million and the current consensus estimate is revenue of $458.6 million for the year ending December 31, 2016.
Revenue Above Estimates
FY 2016
7/28/2016
9:00:00 AM
$480.0 mil to $488.0 mil
$473.2 mil
24.1%
9.3%
Guidance:
Consensus:
GrubHub Sees Revenue Above Estimates

GrubHub Inc. said it expects third quarter revenue of $116.0 million to $119.0 million. The current consensus revenue estimate is $113.8 million for the quarter ending September 30, 2016. The company said it expects 2016 revenue of $480.0 million to $488.0 million. The company's previous guidance was revenue of $465.0 million to $480.0 million and the current consensus estimate is revenue of $473.2 million for the year ending December 31, 2016.
In-line Guidance
Q 12/2016
10/26/2016
9:00:00 AM
$136.0 mil to $138.0 mil
$136.2 mil
-12.7%
-11.3%
Guidance:
Consensus:
GrubHub Guides Revenue In-line

GrubHub Inc. said it expects fourth quarter revenue of $136.0 million to $138.0 million. The current consensus revenue estimate is $136.2 million for the quarter ending December 31, 2016.
Revenue Above Estimates
FY 2017
2/8/2017
9:00:00 AM
-3.5%
-3.2%
Guidance:
Consensus:
GrubHub Sees 2017 Revenue Above Estimates

GrubHub Inc. said it expects first quarter revenue of $148.0 million to $156.0 million and 2017 revenue of $620.0 million to $660.0 million. The current consensus estimate is revenue of $150.4 million for the quarter ending March 31, 2017 and revenue of $616.0 million for the year ending December 31, 2017.
Raises Guidance In-line with Estimates
FY 2017
4/27/2017
9:00:00 AM
$632.0 mil to $662.0 mil
$643.3 mil
22.6%
10.7%
Guidance:
Consensus:
GrubHub Raises Guidance, but Remains In-line with Estimates

GrubHub Inc. said it expects second quarter revenue of $153.0 million to $161.0 million. The current consensus revenue estimate is $157.4 million for the quarter ending June 30, 2017. The company also said it expects 2017 revenue of $632.0 million to $662.0 million. The company's previous guidance was revenue of $620.0 million to $660.0 million and the current consensus estimate is revenue of $643.3 million for the year ending December 31, 2017.
Narrows Guidance
FY 2017
8/3/2017
4:05:00 PM
9.1%
14.2%
Guidance:
Consensus:
GrubHub Narrows Guidance

GrubHub Inc. said it expects third quarter revenue of $155.0 million to $163.0 million. The current consensus revenue estimate is $158.3 million for the quarter ending September 30, 2017. The company also said it now expects revenue of $642.0 million to $662.0 million. The company's previous guidance was revenue of $632.0 million to $662.0 million and the current consensus estimate is revenue of $652.5 million for the year ending December 31, 2017.
Date
Grade
Actual
Earnings
Whisper
Consensus
Estimate
Surprise
Growth
Gap
Drift
5/8/2014
4:01:00 PM
Mar '14
Q1 '14
Earnings Whisper GradeE a rn in gs Wh is pe r® ed ar G A-
EPS
Rev
$0.06
$58.61 Mil
-
$0.01
-
500.0%
-
-
-
4.4%
-2.1%
7/24/2014
9:00:00 AM
Jun '14
Q2 '14
Earnings Whisper GradeE a rn in gs Wh is pe r® ed ar G C
EPS
Rev
$0.03
$60.01 Mil
-
$0.04
-
-25.0%
-
-
-
8.7%
-0.4%
10/23/2014
9:00:00 AM
Sep '14
Q3 '14
Earnings Whisper GradeE a rn in gs Wh is pe r® ed ar G A-
EPS
Rev
$0.08
$61.94 Mil
-
$0.04
-
100.0%
-
-
-
5.0%
-8.2%
2/5/2015
9:00:00 AM
Dec '14
Q4 '14
Earnings Whisper GradeE a rn in gs Wh is pe r® ed ar G B
EPS
Rev
$0.13
$73.31 Mil
-
$0.09
-
44.4%
-
-
-
4.7%
-2.5%
4/29/2015
9:04:00 AM
Mar '15
Q1 '15
Earnings Whisper GradeE a rn in gs Wh is pe r® ed ar G C
EPS
Rev
$0.15
$88.25 Mil
$0.17
$0.14
$85.44 Mil
-11.8%
3.3%
142.8%
50.6%
-4.8%
-9.6%
7/28/2015
9:00:00 AM
Jun '15
Q2 '15
Earnings Whisper GradeE a rn in gs Wh is pe r® ed ar G B
EPS
Rev
$0.15
$87.96 Mil
-
$0.09
$85.32 Mil
66.7%
3.1%
388.6%
46.6%
16.4%
-16.1%
10/27/2015
9:00:00 AM
Sep '15
Q3 '15
Earnings Whisper GradeE a rn in gs Wh is pe r® ed ar G C+
EPS
Rev
$0.13
$85.66 Mil
$0.16
$0.14
$86.54 Mil
-18.8%
-1.0%
50.8%
38.3%
-28.6%
7.2%
2/4/2016
9:00:00 AM
Dec '15
Q4 '15
Earnings Whisper GradeE a rn in gs Wh is pe r® ed ar G A-
EPS
Rev
$0.19
$99.96 Mil
$0.15
$0.14
$99.36 Mil
26.7%
0.6%
32.9%
36.3%
8.5%
-2.9%
5/3/2016
9:00:00 AM
Mar '16
Q1 '16
Earnings Whisper GradeE a rn in gs Wh is pe r® ed ar G C+
EPS
Rev
$0.19
$112.24 Mil
$0.20
$0.19
$111.33 Mil
-5.0%
0.8%
25.8%
27.2%
-12.0%
6.0%
7/28/2016
9:00:00 AM
Jun '16
Q2 '16
Earnings Whisper GradeE a rn in gs Wh is pe r® ed ar G B+
EPS
Rev
$0.24
$120.17 Mil
$0.21
$0.19
$114.13 Mil
14.3%
5.3%
25.0%
36.6%
15.1%
9.3%
10/26/2016
9:00:00 AM
Sep '16
Q3 '16
Earnings Whisper GradeE a rn in gs Wh is pe r® ed ar G B-
EPS
Rev
$0.23
$123.46 Mil
$0.21
$0.19
$118.29 Mil
9.5%
4.4%
71.0%
44.1%
-3.8%
-11.3%
2/8/2017
9:00:00 AM
Dec '16
Q4 '16
Earnings Whisper GradeE a rn in gs Wh is pe r® ed ar G C+
EPS
Rev
$0.24
$137.46 Mil
$0.26
$0.25
$137.56 Mil
-7.7%
-0.1%
15.3%
37.5%
-7.2%
-3.2%
4/27/2017
9:00:00 AM
Mar '17
Q1 '17
Earnings Whisper GradeE a rn in gs Wh is pe r® ed ar G B
EPS
Rev
$0.24
$156.13 Mil
-
$0.19
$153.01 Mil
26.3%
2.0%
57.7%
39.1%
15.8%
10.7%
8/3/2017
4:05:00 PM
Jun '17
Q2 '17
Earnings Whisper GradeE a rn in gs Wh is pe r® ed ar G B-
EPS
Rev
$0.27
$158.79 Mil
$0.27
$0.26
$158.13 Mil
-
0.4%
12.7%
32.1%
-1.1%
14.2%
EPS
Rev
-
-
-
$0.18
$159.46 Mil
-
-
-21.7%
29.2%
EPS
Rev
-
-
-
$0.24
$179.66 Mil
-
-
-
30.7%
2/5/2015
$39.76
$0.30
$253.9 Mil
-
-
-
2/4/2016
$21.53
$0.59
$361.8 Mil
96.7%
42.5%
-45.9%
2/8/2017
$39.86
$0.73
$493.3 Mil
23.7%
36.3%
85.1%
2/8/2018
$53.51
$0.86
$654.8 Mil
17.8%
32.7%
34.2%
2/8/2019
$72.63
$1.10
$810.8 Mil
27.9%
-
35.7%
2/8/2020
-
$1.26
-
14.5%
-
-

Price Projection

Current Value
$63
18%
Projected Price
$73
36%