These 2 Must-Watch Firms Could Get a Boost From Earnings Reports

Core Insights - The upcoming earnings season in mid-October 2025 is prompting some firms to release results early, with mixed impacts on share prices despite strong financials [1] AZZ Inc. - AZZ Inc. has seen a 29% year-to-date increase in stock price, despite a recent 7% dip, following its acquisition of Canton Galvanizing and expansion in Ohio [2][3] - The company is expected to benefit from a cyclical shift towards industrials, reshoring efforts, and strong infrastructure spending, which should enhance margins starting this quarter [3] - AZZ's current P/E ratio of 12.4 is near its lowest in years and below the industrial sector average, with analysts projecting over 13% earnings growth in the next year [4] Unity Bancorp - Unity Bancorp has a current P/E ratio of 10.0 and has experienced a 53% increase year-to-date, but has recently dipped nearly 18%, presenting a buying opportunity [6][8] - The bank reported modest earnings beats driven by strong lending activity and stable credit quality, with expectations for a similar positive market reaction in the upcoming earnings report [7] - Unity recently increased its dividend by 7%, resulting in a yield of 1.21%, and analysts unanimously rate it as a Buy, anticipating over 14% upside potential [8]