Core Viewpoint - Honeywell International Inc. is set to release its fourth-quarter 2025 results on January 29, with expected revenues of $10.16 billion and earnings per share of $2.54, reflecting a slight growth from the previous year [1][8]. Financial Performance Expectations - The Zacks Consensus Estimate for Honeywell's fourth-quarter revenues is $10.16 billion, indicating a growth of 0.7% from the prior-year quarter [1]. - The consensus estimate for earnings is $2.54 per share, which has decreased by 1.2% in the past 30 days, but still represents a 2.8% increase from the year-ago quarter [1]. Recent Performance Trends - Honeywell has consistently delivered better-than-expected results in the past four quarters, with an average earnings surprise of 8.7% [2]. - In the last reported quarter, the company's bottom line exceeded the consensus estimate by 10.2% [2]. Segment Performance Insights - The Aerospace Technologies segment is expected to see total sales of $4.31 billion, a 19% increase from the previous year, driven by strong demand in the commercial aviation aftermarket and defense spending [3][8]. - The Building Automation segment's total sales are estimated at $1.92 billion, reflecting a 6.7% rise year-over-year, supported by solid demand from building projects in North America, the Middle East, and India [4]. - The Industrial Automation Solutions segment is projected to report total sales of $2.30 billion, indicating a 10.2% rise from the year-ago number, despite some weaknesses in productivity solutions and services [6]. - The Energy and Sustainability Solutions segment is expected to see a significant decline in revenues, with total sales pegged at $1.22 billion, a 29.9% decrease from the previous year, primarily due to licensing delays and reduced catalyst shipment volumes [7][8]. Strategic Developments - Honeywell's recent acquisitions, including three utility platforms from SparkMeter, Inc. and Nexceris' Li-ion Tamer business, are anticipated to enhance its top-line performance [5]. - The acquisition of Sundyne is expected to contribute positively to the fourth-quarter results by integrating advanced products with Honeywell Forge technology [5]. Cost and Expense Considerations - The company's performance has been impacted by high costs and expenses, including increased material costs and investments in digital infrastructure, which are likely to affect its margins [9].

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Corteva, Inc. (CTVA) despite an increase in revenues when it reports its results for the quarter ended December 2025 [1] Earnings Expectations - Corteva is expected to report quarterly earnings of $0.21 per share, reflecting a year-over-year decrease of 34.4% [3] - Revenues are projected to be $4.23 billion, which is an increase of 6.4% compared to the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised down by 6.5% over the last 30 days, indicating a reassessment by analysts regarding the company's earnings prospects [4] - The Most Accurate Estimate for Corteva is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.57% [12] Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with a strong predictive power for positive readings [9][10] - Corteva currently holds a Zacks Rank of 1, but the negative Earnings ESP complicates predictions of an earnings beat [12] Historical Performance - In the last reported quarter, Corteva was expected to post a loss of $0.49 per share but instead reported a loss of -$0.23, resulting in a positive surprise of 53.06% [13] - Over the past four quarters, Corteva has beaten consensus EPS estimates three times [14] Conclusion - While Corteva does not appear to be a strong candidate for an earnings beat, investors should consider other factors when making decisions regarding the stock ahead of its earnings release [17]

The market expects KKR Real Estate Finance (KREF) to deliver a year-over-year decline in earnings on lower 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 earnings report, which is expected to be released on February 3, might help the stock move higher if these key numb ...

Lumentum (LITE) is expected 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 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, which is expected to be released on February 3. ...

Core Viewpoint - Jack Henry (JKHY) is anticipated to report a year-over-year increase in earnings driven by higher revenues, 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 February 3, with a consensus estimate of $1.41 per share, reflecting a year-over-year increase of 5.2% [3]. - Revenues are projected to reach $609.37 million, which is a 6.2% increase from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 0.17% higher, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Jack Henry is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +3.25%, suggesting a bullish outlook from analysts [12]. Earnings Surprise History - In the last reported quarter, Jack Henry exceeded the expected earnings of $1.64 per share by delivering $1.97, resulting in a surprise of +20.12% [13]. - The company has successfully beaten consensus EPS estimates in each of the last four quarters [14]. Additional Insights - A positive Earnings ESP 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]. - Jack Henry currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12]. - While an earnings beat can influence stock movement, other factors may also play a significant role in determining stock performance post-earnings release [15].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Voya Financial, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Voya is expected to report quarterly earnings of $2.11 per share, reflecting a year-over-year increase of +40.7% [3]. - Revenues are projected to reach $332.41 million, representing a 91% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.27% lower in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Voya is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.10% [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]. - Voya currently holds a Zacks Rank of 3, suggesting a likelihood of beating the consensus EPS estimate [12]. Historical Performance - Voya has consistently beaten consensus EPS estimates, achieving this in the last four quarters [14]. - In the last reported quarter, Voya exceeded expectations by delivering earnings of $2.45 per share against an expected $2.22, resulting in a surprise of +10.36% [13]. Conclusion - Voya is positioned as a compelling candidate for an earnings beat, but investors should consider additional factors before making investment decisions [17].

The market expects Illinois Tool Works (ITW) 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 earnings report, which is expected to be released on February 3, might help the stock move higher if these key numbers ...

Core Viewpoint - The market anticipates Marathon Petroleum (MPC) will report a year-over-year increase in earnings despite lower revenues for the quarter ending December 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus EPS estimate for Marathon Petroleum is $2.75 per share, reflecting a significant year-over-year increase of +257.1%. However, revenues are projected to decline by 11.5% to $29.61 billion compared to the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 56.59%, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Marathon Petroleum is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.05%. The company currently holds a Zacks Rank of 5, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Marathon Petroleum was expected to post earnings of $3.11 per share but delivered $3.01, resulting in a surprise of -3.22%. Over the past four quarters, the company has beaten consensus EPS estimates three times [13][14]. Industry Comparison - In the same industry, Valero Energy (VLO) is expected to report earnings of $3.12 per share for the quarter ending December 2025, with a year-over-year change of +387.5%. Valero's revenues are projected to decline by 7.8% to $28.35 billion, but it has an Earnings ESP of +0.30% and a Zacks Rank of 3, indicating a higher likelihood of beating the consensus EPS estimate [18][19][20].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Gartner, despite an expected increase in revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Gartner is projected to report earnings of $3.50 per share, reflecting a year-over-year decrease of 35.8%, while revenues are expected to reach $1.74 billion, a 1.7% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 1.07% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates a positive Earnings ESP of +0.80% for Gartner, suggesting analysts have recently become more optimistic about the company's earnings prospects [12]. Historical Performance - Gartner has consistently beaten consensus EPS estimates in the past four quarters, with a notable surprise of +14.52% in the last reported quarter [13][14]. Investment Considerations - While Gartner is seen as a strong candidate for an earnings beat, other factors may influence stock performance, making it essential for investors to consider the broader context [15][17].

Core Viewpoint - Chubb (CB) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the consensus outlook suggesting a positive earnings picture that could influence its stock price in the near term [1][2]. Earnings Expectations - The earnings report is scheduled for release on February 3, and better-than-expected key numbers could lead to a stock price increase, while missing expectations may result in a decline [2]. - The consensus estimate for Chubb's quarterly earnings is $6.58 per share, reflecting a year-over-year increase of +9.3%, with revenues projected at $15.11 billion, up 5.8% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 0% lower, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Chubb is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.84%, suggesting a bullish outlook from analysts [11]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [9]. - Chubb currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Chubb exceeded the expected earnings of $5.94 per share by delivering $7.49, resulting in a surprise of +26.09% [12]. - The company has successfully beaten consensus EPS estimates in each of the last four quarters [13]. Industry Context - The Hartford Insurance Group (HIG), a peer in the Zacks Insurance - Property and Casualty industry, is expected to report earnings of $3.17 per share, reflecting a year-over-year change of +7.8%, with revenues projected at $5.14 billion, up 7.4% [17]. - The Hartford's consensus EPS estimate has been revised 0.4% higher, but a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.73%, making it challenging to predict an earnings beat [18][19].