Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Cross Country Healthcare (CCRN) due to lower revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected to show quarterly earnings of $0.07 per share, reflecting a 30% decrease year-over-year, and revenues of $293.95 million, down 13.5% from the previous year [3]. - The consensus EPS estimate has been revised down by 2.27% over the last 30 days, indicating a bearish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Cross Country is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -44.44%, suggesting a challenging outlook for beating earnings expectations [12]. - The stock currently holds a Zacks Rank of 4, further complicating the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Cross Country was expected to post earnings of $0.04 per share but exceeded expectations with earnings of $0.06, resulting in a surprise of +50.00% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Conclusion - Cross Country does not appear to be a strong candidate for an earnings beat, and investors should consider additional factors when evaluating the stock ahead of the earnings release [17].

Wall Street expects a year-over-year decline in earnings on higher revenues when FirstEnergy (FE) reports results for the quarter ended June 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. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business condi ...

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Smurfit Westrock despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Smurfit Westrock is expected to report quarterly earnings of $0.57 per share, reflecting a year-over-year decrease of 17.4% [3]. - Revenue projections stand at $7.98 billion, indicating a significant increase of 168.8% compared to the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.32% over the past 30 days, indicating a collective reassessment by analysts [4]. - The Most Accurate Estimate for Smurfit Westrock is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.24%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, with positive readings being more reliable [9][10]. - Smurfit Westrock currently holds a Zacks Rank of 3, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Smurfit Westrock exceeded earnings expectations with a surprise of +12.31%, having reported earnings of $0.73 against an expectation of $0.65 [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Conclusion - Smurfit Westrock does not appear to be a strong candidate for an earnings beat, and investors should consider additional factors when evaluating the stock ahead of the earnings release [17].

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Enact Holdings, Inc. despite an increase in revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Enact Holdings is expected to report quarterly earnings of $1.11 per share, reflecting a year-over-year decrease of 12.6% [3]. - Revenue projections stand at $310.67 million, indicating a 4% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.91% higher in the last 30 days, suggesting a slight positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [12]. - The stock currently holds a Zacks Rank of 4, complicating predictions for an earnings beat [12]. Historical Performance - In the last reported quarter, Enact Holdings was expected to earn $1.12 per share but reported $1.10, resulting in a surprise of -1.79% [13]. - Over the past four quarters, the company has exceeded consensus EPS estimates twice [14]. Conclusion - Enact Holdings does not appear to be a strong candidate for an earnings beat, and investors should consider additional factors when evaluating the stock ahead of the earnings release [17].

Core Viewpoint - Analysts expect Darling Ingredients (DAR) to report quarterly earnings of $0.09 per share, reflecting a significant year-over-year decline of 81.6%, while revenues are projected to be $1.48 billion, indicating a slight increase of 1.5% from the previous year [1]. Earnings Estimates - Over the past 30 days, there has been a 7% downward revision in the consensus EPS estimate for the quarter, indicating a collective reassessment by analysts of their initial forecasts [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 price performance [3]. Revenue Projections - Analysts estimate that 'Net Sales- Feed Ingredients' will reach $997.05 million, representing a year-over-year increase of 6.7% [5]. - 'Net Sales- Fuel Ingredients' is projected to be $138.21 million, suggesting a decline of 2.9% year over year [5]. - 'Net Sales- Food Ingredients' is expected to be $366.46 million, indicating a decrease of 3.3% from the same quarter last year [5]. EBITDA Estimates - 'Segment Adjusted EBITDA- Food Ingredients' is anticipated to be $68.51 million, down from $73.20 million in the previous year [6]. - 'Segment Adjusted EBITDA- Feed Ingredients' is projected at $163.61 million, compared to $122.06 million reported in the same quarter last year [6]. - 'Segment Adjusted EBITDA- Fuel Ingredients' is expected to reach $19.79 million, slightly lower than the $20.13 million reported in the same quarter last year [7]. Stock Performance - Over the past month, shares of Darling have declined by 6.4%, contrasting with the Zacks S&P 500 composite's increase of 5.9% [7]. - Currently, DAR holds a Zacks Rank 3 (Hold), suggesting that its performance may align with the overall market in the near future [7].

The consensus EPS estimate for the quarter has been revised 0.7% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe. Analysts on Wall Street project that Valley National (VLY) will announce quarterly earnings of $0.22 per share in its forthcoming report, representing an increase of 69.2% year over year. Revenues are projected to reach $493.23 million, increasing 8.6% from the same qua ...

Group 1 - M/I Homes reported quarterly earnings of $4.42 per share, slightly missing the Zacks Consensus Estimate of $4.43 per share, and down from $5.12 per share a year ago, representing an earnings surprise of -0.23% [1] - The company posted revenues of $1.16 billion for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 4.24%, and up from $1.11 billion year-over-year [2] - M/I Homes has surpassed consensus revenue estimates three times over the last four quarters, while it has only exceeded EPS estimates once in the same period [2] Group 2 - The stock has underperformed the market, losing about 7.2% since the beginning of the year, compared to the S&P 500's gain of 7.3% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $4.19 on revenues of $1.1 billion, and for the current fiscal year, it is $17.00 on revenues of $4.36 billion [7] Group 3 - The Zacks Industry Rank indicates that the Building Products - Home Builders sector is currently in the bottom 21% of over 250 Zacks industries, suggesting potential challenges for stocks in this category [8] - The estimate revisions trend for M/I Homes was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]

Core Insights - United Parcel Service (UPS) is expected to report Q2 2025 earnings of $1.56 per share, reflecting a 12.9% decrease year-over-year [1] - Revenue estimates for the same quarter are projected at $20.85 billion, indicating a 4.4% decline from the previous year [3] Financial Performance - UPS has a history of earnings surprises, with an average surprise of 2.42% across recent quarters [4] - The company's Earnings ESP is currently -1.00%, suggesting a lower likelihood of beating earnings estimates this quarter [9] Operational Challenges - Shipping volumes are anticipated to be negatively impacted by geopolitical uncertainties and high inflation [4] - Labor costs are expected to be high, prompting UPS to implement cost-cutting measures, including offering buyouts to delivery drivers for the first time [5] - UPS aims to reduce its workforce by 20,000, approximately 4% of its global workforce, and close 73 facilities to streamline operations [6] Customer Dynamics - UPS is reducing business with its largest customer, Amazon, which is expected to lower volume by over 50% by June 2026 [7] - The decision to cut ties with Amazon is partly due to the realization that it was not the most profitable customer for UPS [7] Market Conditions - Low fuel costs are projected to benefit UPS, with expenses expected to decrease by 10.3% from Q2 2024 [8] - However, weak demand and tariff risks continue to pose significant challenges to UPS's outlook [6] Stock Performance - UPS shares have declined by 26% over the past six months, underperforming the Zacks Transportation—Air Freight and Cargo industry's decline of 21.3% [11] - In terms of valuation, UPS shares are trading in line with the industry average based on the forward 12-month Price/Sales (P/S) ratio [13] Long-term Outlook - Despite current challenges, UPS has the brand and network to generate steady cash flows in the long run, making it a compelling long-term investment [19] - However, near-term headwinds and uncertainties surrounding trade policy and economic slowdown warrant caution for potential investors [19]

Core Viewpoint - The market anticipates a year-over-year decline in earnings for United Parcel Service (UPS) due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - UPS is expected to report quarterly earnings of $1.56 per share, reflecting a year-over-year decrease of 12.9% [3]. - Revenue projections stand at $20.85 billion, which is a decline of 4.4% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 1.47% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for UPS is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.00% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from consensus estimates, with positive readings being more predictive of earnings beats [9][10]. - UPS currently holds a Zacks Rank of 4, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, UPS exceeded expectations with earnings of $1.49 per share against an estimate of $1.44, resulting in a surprise of +3.47% [13]. - Over the past four quarters, UPS has beaten consensus EPS estimates three times [14]. Conclusion - UPS 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 when evaluating the stock ahead of the earnings release [17].

Company Overview - UnitedHealth Group (UNH) is expected to report a year-over-year decline in earnings of 27.4%, with projected earnings of $4.94 per share for the quarter ended June 2025 [3] - The company is anticipated to generate revenues of $111.6 billion, reflecting a 12.9% increase from the previous year [3] Earnings Estimates and Revisions - The consensus EPS estimate has been revised down by 4.51% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4] - The Most Accurate Estimate for UnitedHealth is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -13.10% [12] Earnings Surprise Prediction - A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10] - UnitedHealth currently holds a Zacks Rank of 4 (Sell), making it challenging to predict an earnings beat [12] Historical Performance - In the last reported quarter, UnitedHealth was expected to post earnings of $7.27 per share but delivered $7.20, resulting in a surprise of -0.96% [13] - Over the past four quarters, the company has beaten consensus EPS estimates three times [14] Industry Context - Centene (CNC), another player in the Zacks Medical - HMOs industry, is expected to report earnings of $0.68 per share, indicating a year-over-year decline of 71.9% [18] - Centene's revenues are projected to be $44.27 billion, up 11.1% from the previous year, but its consensus EPS estimate has been revised down by 57.3% over the last 30 days [19]