Key Takeaways Q1 EPS rose 7.25% to $1.48, beating estimates by 1.4%, while revenues dipped 0.6% to $2.92B.The total backlog grew 10.7% to $38B, but the funded backlog and book-to-bill ratio declined year over year.FY26 EPS forecast is $6.20-$6.55; revenue growth is projected at 0-4%, with free cash flow of $900M-$1B.Booz Allen Hamilton Holding Corp. (BAH) reported mixed first-quarter fiscal 2026 results, wherein earnings beat the Zacks Consensus Estimate, but revenues missed the same. However, the earnings ...

Business First (BFST) reported $81.46 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 23.1%. EPS of $0.66 for the same period compares to $0.64 a year ago.The reported revenue represents a surprise of +3.29% over the Zacks Consensus Estimate of $78.86 million. With the consensus EPS estimate being $0.65, the EPS surprise was +1.54%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determi ...

Wayfair (W) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbers are better than expectations. On t ...

Affiliated Managers Group (AMG) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, th ...

Kyndryl Holdings, Inc. (KD) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbers are better than e ...

Core Insights - S&P Global Inc. (SPGI) is set to release its second-quarter 2025 results on July 31, with a history of surpassing earnings estimates, averaging a surprise of 7.5% over the past four quarters [1][9]. Revenue Expectations - The Zacks Consensus Estimate for SPGI's revenues is $3.7 billion, reflecting a 3.7% increase from the same quarter last year, driven by strong core product demand and effective marketing initiatives [2][10]. - Market Intelligence revenues are projected at $1.2 billion, indicating a 3.7% year-over-year growth, supported by strong data analytics performance and positive M&A contributions [3][10]. - Ratings revenues are estimated at $1.1 billion, slightly above last year's figure, benefiting from increased issuance and refinancing activity [4]. - Commodity Insights revenues are expected to reach $539.8 million, showing a 4.6% year-over-year growth, aided by high demand for data and insights [5]. - Mobility revenues are projected at $420.1 million, reflecting a 5% increase from the previous year, driven by strong demand for CARFAX and effective marketing [6]. - Indices revenues are estimated at $397.2 million, implying a 2.1% year-over-year increase, primarily due to strong asset-linked fee growth [7]. Profitability Metrics - Adjusted EBITDA is estimated at $2.1 billion for the quarter, up 2.5% from the previous year, driven by top-line growth and strategic expense management [8]. - The consensus estimate for earnings per share is $4.25, indicating a 5.2% year-over-year increase, likely supported by margin expansion [8][10]. Earnings Prediction - The model predicts an earnings beat for SPGI, with an Earnings ESP of +0.52% and a Zacks Rank of 2 (Buy), enhancing the likelihood of exceeding earnings expectations [9].

Group 1 - Bank of Marin (BMRC) reported quarterly earnings of $0.29 per share, missing the Zacks Consensus Estimate of $0.36 per share, and showing an increase from $0.06 per share a year ago, resulting in an earnings surprise of -19.44% [1] - The company posted revenues of $29.2 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.35%, compared to year-ago revenues of $25.25 million [2] - Over the last four quarters, Bank of Marin has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2] Group 2 - The stock's immediate price movement will depend on management's commentary on the earnings call and the sustainability of earnings expectations [3][4] - Bank of Marin shares have added about 0% since the beginning of the year, underperforming the S&P 500's gain of 8.6% [3] - The current consensus EPS estimate for the coming quarter is $0.45 on $31.5 million in revenues, and for the current fiscal year, it is $1.49 on $120.2 million in revenues [7] Group 3 - The Zacks Industry Rank indicates that the Banks - West industry is currently in the top 36% of over 250 Zacks industries, suggesting a favorable outlook for the sector [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5][6]

Key Takeaways Eversource Energy will report Q2 results on July 31, with EPS estimated flat year over year at 95 cents.ES may benefit from new rates, lower O&M costs and advanced distribution modeling via PLF automation.Higher taxes, depreciation, and interest costs could weigh on ES' overall Q2 performance.Eversource Energy (ES) is scheduled to release second-quarter 2025 results on July 31, after market close. The company’s last reported earnings were in line with estimates. Let’s discuss the factors that ...

One of the market's most sensitive and cyclical industries is arguably the airline industry, as part of the broader consumer discretionary sector. How much consumers spend on travel is directly affected by current situations and future perceptions of inflation and disposable income. American Airlines Group TodayAALAmerican Airlines Group$11.55 +0.05 (+0.41%) 52-Week Range$8.50▼$19.10P/E Ratio14.46Price Target$16.76Add to WatchlistSome of this sensitivity is showing today in one specific airline, giving inv ...

Key Takeaways BMY to report Q2 results July 31, with sales and EPS estimates at $11.38B and $1.18, respectively.Generic pressure on legacy drugs likely weighed on revenues, partially offset by growth portfolio sales.Cost-cutting plans aim to save $1.5B by 2025 and another $2B annually by 2027 to boost profitability.Biotech giant Bristol-Myers Squibb Company ((BMY) is scheduled to report second-quarter 2025 results on July 31, before market open. The Zacks Consensus Estimate for sales and earnings is pegged ...