The market expects Ezcorp (EZPW) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 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. On the other hand, if they miss, the ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Fluence Energy, Inc. (FLNC) reports results for the quarter ended December 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 February 4, might help the stock move higher if these key numbers are better th ...

The market expects Aflac (AFL) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 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 F ...

Core Viewpoint - Federated Hermes is expected to report quarterly earnings of $1.20 per share, a 15.4% increase year-over-year, with revenues projected at $471.09 million, reflecting a 10.9% increase compared to the same period last year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.2% lower over the last 30 days, indicating a reevaluation by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Key Metrics Projections - Analysts estimate 'Asset Class - Managed Assets - Long-term assets - Alternative/private markets' to reach $20.08 billion, up from $18.86 billion a year ago [5]. - The 'Asset Class - Managed Assets - Long-term assets - Multi-asset' is projected at $2.92 billion, slightly up from $2.88 billion year-over-year [5]. - 'Asset Class - Managed Assets - Money market' is expected to reach $670.23 billion, compared to $630.35 billion in the same quarter last year [6]. - 'Product Type - Fund Assets - Funds - Long-term assets - Alternative/private markets' is forecasted at $12.41 billion, up from $11.50 billion year-over-year [6]. - 'Product Type - Fund Assets - Funds - long-term assets - Multi-asset' is estimated at $2.79 billion, compared to $2.76 billion last year [7]. - 'Asset Class - Managed Assets - Long-term assets - Fixed-income' is projected at $103.50 billion, up from $98.06 billion a year ago [7]. - 'Product Type - Separate Accounts - Long-term assets - Alternative/private markets' is expected to reach $7.67 billion, compared to $7.36 billion last year [8]. - The estimate for 'Product Type - Separate Accounts - Long-term assets - Multi-asset' stands at $130.66 million, up from $119.00 million year-over-year [8]. - 'Product Type - Separate Accounts - Money market' is projected at $169.93 billion, compared to $168.63 billion last year [9]. - 'Asset Class - Managed Assets - Total Managed Assets' is expected to reach $444.06 billion, compared to $829.58 million in the same quarter of the previous year [9]. - 'Asset Class - Managed Assets - Long-term assets - Equity' is likely to reach $92.67 billion, up from $79.42 billion last year [10]. - 'Product Type - Fund Assets - Funds - Money market' is projected at $500.29 billion, compared to $461.72 billion year-over-year [10]. Stock Performance - Shares of Federated Hermes have shown a return of -1% over the past month, while the Zacks S&P 500 composite has increased by +0.8% [11].

Core Insights - Brunswick (BC) is expected to report quarterly earnings of $0.58 per share, reflecting a year-over-year increase of 141.7% [1] - Revenue projections stand at $1.23 billion, indicating a 6.2% increase from the same quarter last year [1] - The consensus EPS estimate has remained stable over the past 30 days, suggesting analysts have reassessed their initial projections [1][2] Revenue Estimates - 'Net Sales- Propulsion' is projected to reach $480.45 million, a year-over-year increase of 6.3% [4] - 'Net Sales- Engine Parts & Accessories' is estimated at $241.03 million, reflecting a 6.6% increase from the previous year [4] - 'Net Sales- Boat' is expected to be $374.84 million, indicating a 7.6% year-over-year change [4] - 'Net Sales- Navico Group' is forecasted at $200.79 million, showing a 2.9% increase compared to last year [5] Operating Earnings Estimates - 'Operating Earnings (Loss) As Adjusted- Propulsion' is anticipated to be $32.55 million, up from $25.40 million in the same quarter last year [5] - 'Operating Earnings (Loss) As Adjusted- Engine Parts & Accessories' is estimated at $22.48 million, down from $25.30 million reported last year [6] - 'Operating Earnings (Loss) As Adjusted- Navico Group' is projected to be $12.33 million, slightly lower than the $12.90 million reported in the previous year [6] - 'Operating Earnings (Loss) As Adjusted- Boat' is expected to reach $35.01 million, a significant increase from $11.00 million reported last year [7] Stock Performance - Brunswick shares have increased by 14.3% over the past month, outperforming the Zacks S&P 500 composite, which saw a 0.8% increase [7] - The company holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near future [7]

Core Viewpoint - Analysts forecast that Walt Disney (DIS) will report quarterly earnings of $1.56 per share, reflecting a year-over-year decline of 11.4%, while revenues are expected to reach $25.93 billion, an increase of 5% compared to the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised downward by 0.6% over the past 30 days, indicating a collective reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are strongly linked to short-term stock performance [3]. Revenue Estimates - Analysts estimate 'Revenue- Entertainment- Content Sales/Licensing and Other' to be $2.46 billion, a year-over-year increase of 12.9% [5]. - The average prediction for 'Revenue- Entertainment' is $11.61 billion, suggesting a 6.8% increase year over year [5]. - 'Revenue- Entertainment- Linear Networks' is expected to reach $2.26 billion, indicating a decline of 13.5% compared to the previous year [5]. - The estimated 'Revenue- Sports' is projected at $4.92 billion, reflecting a 1.4% increase from the year-ago quarter [6]. Subscriber Metrics - The number of paid subscribers for Hulu (SVOD Only) is expected to be 58.12 million, up from 49.00 million a year ago [6]. - For Hulu (Live TV + SVOD), the consensus estimate stands at 5.06 million, compared to 4.60 million in the same quarter last year [7]. - The number of paid subscribers for Disney+ (International) is projected to reach 73.29 million, up from 67.80 million a year ago [8]. - The number of paid subscribers for Disney+ (Domestic) is expected to be 59.50 million, compared to 56.80 million last year [8]. Revenue per Subscriber - Analysts predict that the 'Average monthly revenue per paid subscriber - Disney+ - Domestic' will be $8.29, up from $7.99 in the same quarter last year [7]. - The 'Average monthly revenue per paid subscriber - Hulu - Live TV + SVOD' is expected to be $98.20, slightly down from $99.22 a year ago [9]. - For Hulu (SVOD Only), the average monthly revenue per paid subscriber is projected to be $11.95, down from $12.52 last year [10]. Stock Performance - Over the past month, Disney shares have returned -3.6%, while the Zacks S&P 500 composite has increased by 0.8% [11]. - Disney currently holds a Zacks Rank 3 (Hold), indicating that its performance may align with the overall market in the near future [11].

Key Takeaways STE is set to report Q3 on Feb. 4, with revenues seen at $1.48B and EPS at $2.53, up year over year. STERIS expects Healthcare momentum, with capital equipment orders robust and segment revenues up 8.1%. STE's AST and Life Sciences are seen growing about 8%, aided by organic growth and MedTech demand. STERIS plc (STE) is scheduled to release third-quarter fiscal 2026 results on Feb. 4, after market close.In the last reported quarter, the company posted adjusted earnings per share (EPS) of $2.4 ...

Key Takeaways CAT is projected to report a year-over-year earnings decline in Q425 despite revenue growth of 10.4%.Higher volumes and $37.5B backlog support sales, but tariffs and rising costs pressure profits.CAT's segments are expected to see volume gains, while operating margin is projected to fall to 13.2%.Caterpillar Inc. (CAT) is anticipated to witness a year-over-year decline in its bottom line despite higher revenues when it reports fourth-quarter 2025 results on Jan. 29, before the opening bell. Th ...

Key Takeaways IP is expected to post Q4 revenues of $5.88B, up 28.4% YoY, driven largely by acquisitions.IP's Q4 EPS estimate fell 20% to 28 cents, though it would still improve from last year's level.IP's EMEA sales are projected to jump on DS Smith, while weaker industrial demand pressures margins.International Paper Company (IP) is scheduled to report fourth-quarter 2025 results on Jan 29, 2026, before the opening bell.The Zacks Consensus Estimate for IP’s fourth-quarter revenues is pegged at $5.88 billi ...

Core Viewpoint - Analysts expect Axis Capital (AXS) to report quarterly earnings of $2.97 per share, indicating no change from the previous year, with revenues projected at $1.64 billion, reflecting a 3.5% increase year-over-year [1]. Earnings Estimates - There have been no revisions in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1][2]. - The consensus estimate for 'Net premiums earned' is $1.43 billion, suggesting a year-over-year increase of 4% [4]. - Analysts project 'Net investment income' to reach $197.85 million, indicating a 1.1% increase from the previous year [4]. Key Metrics Projections - The average estimate for 'Net Premiums Earned - Reinsurance Segment' is $375.41 million, reflecting a 7% year-over-year increase [5]. - The 'Acquisition Cost Ratio - Total' is projected to be 18.6%, down from 20.1% in the same quarter last year [5]. - The 'Net loss and loss expense ratio - Insurance' is expected to be 63.5%, up from 58.8% in the previous year [6]. Combined Ratios - The 'Combined Ratio - Insurance' is estimated at 94.4%, compared to 91.2% in the same quarter last year [6]. - The consensus for 'Combined Ratio - Reinsurance' stands at 103.0%, up from 90.9% in the previous year [7]. - The 'Combined Ratio - Total' is projected to be 91.3%, down from 94.2% in the same quarter last year [8]. Stock Performance - Over the past month, shares of Axis Capital have decreased by 5.5%, while the Zacks S&P 500 composite has increased by 0.4% [8]. - Axis Capital currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [8].