Move decomposition
Earnings contribution and valuation offset
The market move is separated into the change in trailing earnings power and the offset from relative valuation.
US Equity · NASDAQ · Earnings Dossier
KARO earnings intelligence
Karooooo LtdTechnology · Software - Application · USD reporting basis
Current earnings profile
Delivery and acceptance aligned
Results have usually cleared estimates and the next completed weekly close has, on average, confirmed the delivery.
Evidence100/100 · Deep
Next scheduled catalyst
Tuesday 13 October 2026
Time unconfirmed · Fiscal period ending 31 Aug 2026
42event risk
Moderate
Countdown61 dayscalendar proximity
EPS estimate9.43 USDprovider consensus
Estimate growth+13.9%versus comparable year-ago actual
Historical movement8.0%average absolute next weekly close
Three-year earnings transmission
Delivered earnings power versus market price
Market price is leading earnings power; the spread is widening and has persisted through 9 updates. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.
Market move200.9%2023-08-18 to 2026-08-07
Earnings move26.6%trailing diluted EPS
Unresolved spread-174.3 ptsWidening
Current multiple2.6xprice divided by TTM EPS
Relationship pressure100/100Extreme
Model confidence98/100High
Relationship controls
What qualifies the headline spread
Business quality supportive
Cash generation and operating evidence are broadly supportive.
Expectations stretched
Price has moved materially faster than delivered earnings power.
Beat rate91.7%11 beats in 12 measured quarters
Average surprise+10.0%median 8.9%
Delivery streak11 consecutive beats
Average response+1.3%12 measured reactions
Result-price confirmation64%same directional sign
Surprise variability11.6 ptspopulation dispersion
Estimate delivery
Actual EPS versus consensus
Actual and estimated EPS are displayed in reported currency on the same quarterly basis.
Price acceptance
Surprise and next weekly close
The response uses the first completed weekly close after the public report against the prior completed weekly close.
Fundamental delivery
Quarterly revenue and net income
Reported financial statements provide scale and earnings quality context around the headline EPS result.
Transmission matrix
Does price confirm delivery?
Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.
Current business context
Growth, quality and valuation
EPS growth6.3%year on year
Revenue growth21.1%year on year
Average surprise2.9%latest four quarters
SUE0.67standardised surprise
Net margin17.8%trailing basis
Cash conversion3.58xcash flow / net income
P/E2.0xcurrent snapshot
Data completeness100%alphavantage
Market context
Positioning into the event
Weekly close64.81 USDcompleted week
13-week return29.1%price momentum
Fair-value gap64.2%price versus current fair value
Relative strength13.6exchange benchmark
Trend signalActiveweekly architecture
Next-week stateUndecided53.8%
Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.
Reported evidence ledger
Quarter-by-quarter delivery and acceptance
Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period14 Jul 202631 May 2026 · exact
EPS actual / estimate0.59 / 0.51USD
Surprise+15.7%Beat
EPS growth-93.1%year on year
Revenue / growth1563947000+22.5% · USD
Next close / four weeks+11.2% / +15.0%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period13 May 202628 Feb 2026 · exact
EPS actual / estimate7.18 / 8.66USD
Surprise-17.1%Miss
EPS growth-24.3%year on year
Revenue / growth1448379000+18.8% · USD
Next close / four weeks-8.3% / -6.1%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period20 Jan 202630 Nov 2025 · exact
EPS actual / estimate8.54 / 8.10USD
Surprise+5.4%Beat
EPS growth+11.3%year on year
Revenue / growth1409830000+21.6% · USD
Next close / four weeks+6.5% / +3.8%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period14 Oct 202531 Aug 2025 · exact
EPS actual / estimate8.28 / 7.71USD
Surprise+7.4%Beat
EPS growth+12.7%year on year
Revenue / growth1343894000+21.4% · USD
Next close / four weeks-13.0% / -15.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period22 Jul 202531 May 2025 · exact
EPS actual / estimate8.55 / 7.74USD
Surprise+10.5%Beat
EPS growth+19.2%year on year
Revenue / growth1277017000+18.0% · USD
Next close / four weeks-4.2% / -3.3%completed weekly closes
ReadDivergedresult versus price sign
Reported / period14 May 202528 Feb 2025 · exact
EPS actual / estimate9.48 / 6.90USD
Surprise+37.5%Beat
EPS growth+39.2%year on year
Revenue / growth1219523000+12.1% · USD
Next close / four weeks+20.6% / +29.1%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period14 Jan 202530 Nov 2024 · exact
EPS actual / estimate7.67 / 6.73USD
Surprise+14.0%Beat
EPS growth+21.0%year on year
Revenue / growth1159390000+7.3% · USD
Next close / four weeks-5.9% / -5.5%completed weekly closes
ReadDivergedresult versus price sign
Reported / period15 Oct 202431 Aug 2024 · exact
EPS actual / estimate7.35 / 6.85USD
Surprise+7.3%Beat
EPS growth+31.0%year on year
Revenue / growth1106721000+6.4% · USD
Next close / four weeks-8.5% / -4.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period18 Jul 202431 May 2024 · exact
EPS actual / estimate7.17 / 6.55USD
Surprise+9.5%Beat
EPS growth-year on year
Revenue / growth1081825000- · USD
Next close / four weeks+4.6% / +10.9%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period15 May 202429 Feb 2024 · exact
EPS actual / estimate6.81 / 6.29USD
Surprise+8.3%Beat
EPS growth-year on year
Revenue / growth1088368000- · USD
Next close / four weeks+2.9% / +8.3%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period22 Jan 202430 Nov 2023 · exact
EPS actual / estimate6.34 / 5.47USD
Surprise+15.9%Beat
EPS growth-year on year
Revenue / growth1080143000- · USD
Next close / four weeks-0.6% / -1.7%completed weekly closes
ReadContainedresult versus price sign
Reported / period11 Oct 202331 Aug 2023 · exact
EPS actual / estimate5.61 / 5.28USD
Surprise+6.2%Beat
EPS growth-year on year
Revenue / growth1040213000- · USD
Next close / four weeks+10.1% / +12.2%completed weekly closes
ReadConfirmedresult versus price sign
Reproducible method
How the earnings dossier is measured
Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.
The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.
Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.
Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.
Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.