Core Insights - Packaging Corp. (PKG) is positioned to continue its earnings-beat streak, particularly in the upcoming earnings report [1] - The company has a history of beating earnings estimates, with an average surprise of 3.08% over the last two quarters [1] Earnings Performance - For the last reported quarter, Packaging Corp. achieved earnings of $2.48 per share, exceeding the Zacks Consensus Estimate of $2.44 per share, resulting in a surprise of 1.64% [2] - In the previous quarter, the company reported earnings of $2.31 per share against an expectation of $2.21 per share, delivering a surprise of 4.52% [2] Earnings Estimates and Predictions - Estimates for Packaging Corp. have been trending higher, influenced by its earnings surprise history [5] - The company currently has a positive Earnings ESP of +0.28%, indicating bullish sentiment among analysts regarding its earnings prospects [8] - The combination of a positive Earnings ESP and a Zacks Rank 2 (Buy) suggests a strong possibility of another earnings beat in the upcoming report [8] Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [7]

Key Takeaways Boyd Gaming is set to report Q3 EPS of $1.55, up 2% year over year, on $865.8M in revenues.Midwest and South strength and disciplined operations likely supported quarterly results.Renovation-related impacts, weaker Las Vegas travel and inflationary costs may weigh on Q3.Boyd Gaming Corporation (BYD) is scheduled to report third-quarter 2025 results on Oct. 23, after the closing bell.BYD’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise ...

Core Insights - NOV Inc. is expected to report third-quarter 2025 results on October 27, with earnings estimated at 24 cents per share and revenues at $2.1 billion [1][9] Financial Performance - In the last reported quarter, NOV missed the consensus earnings estimate, reporting adjusted EPS of 29 cents against an expected 30 cents, while revenues were $2.2 billion, up 1.9% from the consensus [2] - Over the past four quarters, NOV has beaten the Zacks Consensus Estimate once and missed three times, resulting in an average negative surprise of 3.9% [3] Revenue and Expense Outlook - The Zacks Consensus Estimate predicts a 2.4% decline in third-quarter revenues compared to the previous year, with the Energy Products and Services segment expected to generate $983 million, down from $1,003 million [5][9] - Selling, general, and administrative expenses are projected to rise by approximately 12.4% year-over-year, reaching $309 million [5][9] - The cost of goods sold is anticipated to decrease to $1,679.7 million from $1,722 million in the prior year [6] Market Conditions - The company expects a slowdown in global drilling activity in the second half of 2025, with North American shale activity also projected to decline modestly [5] - NOV believes that conventional drilling in Saudi Arabia will not see a resurgence before 2026 [5] Earnings Prediction - The Zacks model does not predict an earnings beat for NOV this quarter, with an Earnings ESP of -7.29% [7][8]

Core Insights - Enova International, Inc. (ENVA) is expected to report a year-over-year increase in both earnings and revenues for Q3 2025 on October 23, after market close [1] - The company has a strong earnings surprise history, having exceeded the Zacks Consensus Estimate in the last four quarters with an average surprise of 8.72% [2] Revenue Expectations - The lending environment has improved due to clarity on macroeconomic issues, including tariff plans and Federal Reserve monetary policy, leading to decent demand for consumer loans [3] - The Federal Reserve's recent interest rate cut of 25 basis points to a range of 4.00-4.25% is not expected to negatively impact Enova's net interest income (NII), as rates remained stable for most of the quarter [4] - Higher loan originations and stable rates are anticipated to positively influence Enova's NII [10] Expense Considerations - Enova has experienced a consistent rise in expenses, primarily due to increased marketing costs and investments in technology upgrades, which are expected to continue affecting operating expenses in Q3 [5] Asset Quality - The company has maintained solid credit quality, although it may face higher net charge-offs and potential delinquent loans due to the impact of tariffs on inflation and rising loan balances [6] Earnings Whispers - The likelihood of Enova beating the Zacks Consensus Estimate for earnings this quarter is low, as it currently has a negative Earnings ESP of -1.21% and a Zacks Rank of 4 (Sell) [7] - The Zacks Consensus Estimate for ENVA's Q3 earnings is $3.05, reflecting a 24.5% increase from the same quarter last year, while the sales estimate stands at $809.4 million, indicating a 17.3% rise [8]

Core Insights - PHINIA Inc. is expected to release its third-quarter 2025 results on October 28, with consensus estimates for earnings per share (EPS) at $1.17 and revenues at $868.8 million [1][7] - The earnings estimate has increased by 12 cents over the past 90 days, indicating no change from the previous year's reported numbers [1][2] - The projected revenue growth of 3.55% year-over-year reflects a positive trend for the company [2] Financial Performance - In Q2 2025, PHINIA reported an adjusted EPS of $1.27, surpassing the Zacks Consensus Estimate of 99 cents, and an increase from 88 cents in the same quarter last year [2] - The company achieved net sales of $890 million in Q2, exceeding the Zacks Consensus Estimate of $844 million, with a year-over-year increase of 2.5% [2] Market Trends - The average age of U.S. light vehicles has risen to approximately 12.8 years, which is expected to positively impact PHINIA's aftermarket parts segment [3] - The anticipated increase in aftermarket parts sales is likely to contribute to the company's revenue growth in Q3 [3] Margin Considerations - Tariff-related revenues, which have zero margin, are expected to slightly reduce overall margin percentages [4] - For the full year 2025, PHINIA projects adjusted EBITDA between $455 million and $485 million, indicating a decrease in margin guidance from the previous range [4] Earnings Prediction - The current model does not predict a definitive earnings beat for PHINIA, as it lacks the necessary combination of positive Earnings ESP and a favorable Zacks Rank [5][6] - PHINIA has an Earnings ESP of +4.70%, with the Most Accurate Estimate being higher than the Zacks Consensus Estimate [6]

Core Insights - BorgWarner Inc. (BWA) is expected to report third-quarter 2025 results on October 30, with earnings per share (EPS) estimated at $1.15 and revenues at $3.60 billion, indicating a 5.5% growth in earnings year-over-year [1][2] - The consensus estimate for quarterly revenues suggests a year-over-year growth of 4.4%, with the company having beaten earnings estimates in the last four quarters, averaging a surprise of 13.9% [2][3] Financial Performance - In Q2 2025, BorgWarner reported an adjusted EPS of $1.21, surpassing the Zacks Consensus Estimate of $1.06, and net sales of $3.64 billion, exceeding the estimate of $3.55 billion, reflecting a 1% year-over-year increase [2][4] - The company experienced a 31% year-over-year increase in light vehicle eProduct sales, contributing to sales growth in Q2 2025 and expected to continue in Q3 [3][4] Operational Efficiency - BorgWarner's focus on productivity, restructuring, supply chain efficiencies, and cost management helped mitigate tariff impacts on its combustion business, leading to an increased adjusted operating margin outlook for 2025 to 10.1-10.3% [4][5] - The updated margin forecast accounts for a 10-basis-point dilution from tariffs, indicating improved operational performance [4] Earnings Prediction - The company's Earnings ESP stands at +1.38%, suggesting a favorable outlook for an earnings beat in the upcoming quarter, supported by a Zacks Rank of 3 [5][6] - Other automotive companies, such as Aptiv PLC, also show potential for earnings beats, indicating a positive trend in the automotive sector [7][8]

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Polaris Inc despite an increase in revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Polaris Inc is expected to report quarterly earnings of $0.18 per share, reflecting a significant year-over-year decline of 75.3%. Revenues are projected to be $1.79 billion, which is a 4% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' assessments [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Polaris Inc is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +101.82%. This suggests a bullish outlook from analysts [12]. Historical Performance - In the last reported quarter, Polaris Inc exceeded expectations by posting earnings of $0.40 per share against an expected $0.05, achieving a surprise of +700.00%. Over the last four quarters, the company has beaten consensus EPS estimates three times [13][14]. Industry Context - In comparison, Ford Motor Company is expected to report earnings of $0.38 per share, indicating a year-over-year decline of 22.5%, with revenues projected at $42.26 billion, down 1.9% from the previous year [18].

Core Viewpoint - The market anticipates CECO Environmental (CECO) will report a year-over-year increase in earnings driven by higher revenues for the quarter ended September 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - CECO is expected to post quarterly earnings of $0.27 per share, reflecting a year-over-year increase of +92.9% [3]. - Revenues are projected to reach $189.52 million, representing a 39.9% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 20.62% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [12]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - CECO currently holds a Zacks Rank of 5, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, CECO exceeded the expected earnings of $0.20 per share, achieving $0.24, which was a +20.00% surprise [13]. - Over the past four quarters, CECO has beaten consensus EPS estimates twice [14]. Conclusion - CECO does not appear to be a strong candidate for an earnings beat based on current estimates and rankings, but other factors should also be considered for investment decisions [17].

Core Insights - Wall Street anticipates a year-over-year decline in Enphase Energy's earnings and revenues for the quarter ended September 2025, with earnings expected at $0.62 per share, reflecting a -4.6% change, and revenues projected at $361.79 million, down 5% from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for October 28, and the stock may rise if actual results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 4.56% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - Enphase Energy has a positive Earnings ESP of +11.90%, suggesting analysts are optimistic about the company's earnings prospects [12]. - The stock currently holds a Zacks Rank of 3, indicating a neutral outlook, but the combination of a positive Earnings ESP and this rank suggests a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Enphase Energy exceeded the expected earnings of $0.62 per share by delivering $0.69, resulting in a surprise of +11.29% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Industry Comparison - Nextracker, another player in the solar industry, is expected to report earnings of $0.99 per share for the same quarter, reflecting a +2.1% year-over-year change, with revenues projected at $827.35 million, up 30.2% [18]. - Nextracker's consensus EPS estimate has been revised 2.2% higher, but it currently has a negative Earnings ESP of -4.57% and a Zacks Rank of 4, indicating challenges in predicting an earnings beat [19].

Core Insights - RenaissanceRe (RNR) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended September 2025, with earnings expected to be $9.49 per share, reflecting a decrease of 7.2% [1][3] - Revenues are projected to be $2.98 billion, down 0.8% from the same quarter last year [3] - The consensus EPS estimate has been revised 1.43% lower in the last 30 days, indicating a reassessment by analysts [4] Earnings Expectations - The upcoming earnings report is scheduled for October 28, and stock movement may depend on whether the reported numbers exceed or fall short of expectations [2] - A positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10] - RenaissanceRe currently has an Earnings ESP of 0% and a Zacks Rank of 2, making it challenging to predict an earnings beat conclusively [12] Historical Performance - In the last reported quarter, RenaissanceRe exceeded the expected earnings of $10.28 per share by delivering $12.29, resulting in a surprise of +19.55% [13] - Over the past four quarters, the company has beaten consensus EPS estimates three times [14] Industry Context - Another company in the insurance sector, Universal Insurance Holdings (UVE), is expected to post earnings of $1.1 per share for the same quarter, indicating a significant year-over-year change of +250.7% [18] - Universal Insurance's revenues are expected to be $366.36 million, down 5.5% from the previous year, with an unchanged consensus EPS estimate and an Earnings ESP of 0% [19][20]