Company Overview - Wall Street anticipates a year-over-year decline in earnings for Marcus (MCS) with a projected loss of $0.52 per share, reflecting a -36.8% change, while revenues are expected to reach $143.1 million, up 3.3% from the previous year [3][10]. Earnings Expectations - The upcoming earnings report for Marcus is scheduled for May 6, and the stock may rise if actual results exceed expectations, while a miss could lead to a decline [2][10]. - The consensus EPS estimate for Marcus has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that the Most Accurate Estimate for Marcus aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [10]. - Marcus holds a Zacks Rank of 3 (Hold), making it challenging to predict an earnings beat conclusively [11]. Historical Performance - In the last reported quarter, Marcus had an expected EPS of $0.11 but delivered $0.13, resulting in a positive surprise of +18.18% [12]. - Over the past four quarters, Marcus has beaten consensus EPS estimates two times [13]. Industry Context - In the Zacks Leisure and Recreation Services industry, Airbnb, Inc. (ABNB) is expected to report earnings of $0.25 per share, indicating a -39% year-over-year change, with projected revenues of $2.26 billion, up 5.6% from the previous year [17]. - The consensus EPS estimate for Airbnb has been revised 1.9% lower in the last 30 days, but a higher Most Accurate Estimate has resulted in an Earnings ESP of 7.39%, indicating a likelihood of beating the consensus EPS estimate [18].

Core Viewpoint - The Baldwin Insurance Group is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended March 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on May 6, 2025, with a consensus estimate of $0.65 per share, reflecting a year-over-year increase of 16.1%. Revenues are projected to be $417.7 million, up 9.8% from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has been revised 1.79% higher in the last 30 days, indicating a positive reassessment by analysts regarding the company's earnings prospects [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for the Baldwin Insurance Group is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +0.62%. The company currently holds a Zacks Rank of 2, suggesting a strong likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, the company exceeded the expected earnings of $0.25 per share by delivering $0.27, resulting in a surprise of +8%. Over the past four quarters, the company has beaten consensus EPS estimates three times [12][13]. Conclusion - The Baldwin Insurance Group is positioned as a compelling candidate for an earnings beat, although investors should consider other factors that may influence stock performance beyond just earnings results [16].

Wall Street expects flat earnings compared to the year-ago quarter on higher revenues when Aris Water Solutions, Inc. (ARIS) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be r ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Arcutis Biotherapeutics, Inc. (ARQT) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 6, 2025, might help the stock move higher if these key numbers are be ...

The market expects Waters (WAT) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Array Technologies, Inc. (ARRY) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...

Core Viewpoint - McDonald's Corporation (MCD) is expected to report a decline in first-quarter 2025 earnings and revenues due to weak traffic and economic pressures on low-income consumers [2][4]. Financial Performance Expectations - The Zacks Consensus Estimate for first-quarter EPS has decreased to $2.64, reflecting a 2.2% drop from the previous year's EPS of $2.70 [2]. - Revenue estimates for the quarter are set at $6.08 billion, indicating a 1.4% year-over-year decline [2]. - U.S. revenues are projected to decline by 0.9% to $2,486.3 million, while revenues from International Operated Markets are expected to decrease by 0.7% to $2,927.1 million [3]. Factors Influencing Performance - Weak traffic, particularly in the U.S. and large international markets, is anticipated to negatively impact revenues [2]. - Economic pressures on low-income consumers have suppressed spending, affecting traffic and average check sizes [2]. - Despite the challenges, strong digital adoption, innovative menu offerings, and strategic unit expansion are expected to support performance [4]. Operational Insights - The company is likely to see a 1% increase in U.S. same-store sales and a 0.9% increase in International Operated Markets comps [5]. - Persistent pressure from elevated commodity prices and wages may have negatively impacted the operating margin during the quarter [5]. Earnings Prediction - The model predicts a potential earnings beat for McDonald's, supported by a positive Earnings ESP of +0.06% and a Zacks Rank of 3 (Hold) [6].

Brookfield Renewable Partners (BEP) is scheduled to release first-quarter 2025 results on May 2, before market open. The company delivered an earnings surprise of 50% in the last reported quarter. (See the Zacks Earnings Calendar to stay ahead of market-making news.)Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.Key Factors That Might Have Impacted BEP's Q1 PerformanceBrookfield Renewable Partners’ first-quarter earnings are expected to have continued to benefit ...

Core Viewpoint - MGM Resorts International is expected to report a decline in earnings and revenues for the first quarter of 2025, with various factors influencing its performance, including strong domestic demand and macroeconomic challenges [1][2][6]. Financial Performance Estimates - The Zacks Consensus Estimate for first-quarter earnings per share (EPS) is 50 cents, reflecting a 32.4% decrease from 74 cents in the same quarter last year [1]. - The consensus revenue estimate is approximately $4.27 billion, indicating a 2.5% decline from the previous year's figure [2]. Factors Influencing Performance - MGM's first-quarter performance is anticipated to benefit from robust domestic demand trends, strong Las Vegas operations, strategic convention bookings, and growth in digital platforms like BetMGM [3]. - Event-driven demand around the Super Bowl and January conventions is expected to have positively impacted performance, with Las Vegas operations' Average Daily Rates projected to grow in the mid-single digits, supported by record January occupancy levels of 94% [4]. Regional Operations and Bookings - The strong group bookings pipeline, enhanced by collaboration with Marriott and improvements to the Mandalay Bay Convention Center, is likely to support performance [5]. - The Zacks Consensus Estimate for first-quarter revenues from regional operations rooms is $67 million, slightly up from $66 million reported in the prior-year quarter [5]. Challenges and Headwinds - Persistent macroeconomic challenges, including inflation, competitive labor markets, and foreign currency fluctuations, are expected to negatively impact performance [6]. - Soft contributions from casino, rooms, and food and beverage sectors are anticipated, with estimated revenues of $2.2 billion, $937 million, and $740 million respectively, compared to higher figures in the prior-year quarter [7]. Cost Pressures - Elevated pre-opening costs related to MGM Grand hotel renovations and international expansion, particularly in Brazil, are likely to exert margin pressure [8]. - First-quarter EBITDAR growth in Las Vegas may be affected by an estimated $65 million year-over-year Super Bowl headwind and temporary room disruptions from renovation projects [8]. Earnings Prediction Model - The current model does not predict a definitive earnings beat for MGM Resorts, as it lacks a positive Earnings ESP and holds a Zacks Rank of 4 (Sell) [9][10].

Core Viewpoint - The Williams Companies, Inc. (WMB) is expected to report first-quarter 2025 results on May 5, with a consensus estimate of $0.57 earnings per share and $3.1 billion in revenues, indicating a year-over-year revenue increase of 13.4% despite a projected earnings decline of 3.4% [1][3]. Group 1: Previous Quarter Performance - In the fourth quarter, Williams reported adjusted earnings per share of $0.47, surpassing the consensus estimate of $0.45, while revenues of $2.7 billion fell short of the $2.9 billion consensus due to weakness in the Gas & NGL Marketing Services unit [2]. - The company has consistently beaten earnings estimates over the last four quarters, achieving an average earnings surprise of 9.4% [3]. Group 2: Factors Influencing Upcoming Performance - The Transmission & Gulf of Mexico unit, particularly the Transco pipeline system, is expected to perform well due to increasing demand for heating, power generation, and LNG exports, with an estimated adjusted EBITDA of $902 million, reflecting a 7.5% increase from the previous year [4]. - The West Segment's strong performance, driven by the DJ Basin acquisition, is anticipated to continue into the first quarter of 2025 [5]. Group 3: Cost Considerations - Total costs and expenses for the fourth quarter were $2 billion, marking a 17.6% increase from the previous year, a trend likely to persist due to project-related costs and inflationary pressures [5]. Group 4: Earnings Prediction Model - The current model does not predict a definitive earnings beat for WMB, as the Earnings ESP is -0.35% and the company holds a Zacks Rank of 3 (Hold) [6][7].