Core Insights - Analysts project Hancock Whitney (HWC) will report quarterly earnings of $1.41 per share, a 6% increase year over year, with revenues expected to reach $387.84 million, up 5.5% from the same quarter last year [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock performance [2] Key Metrics Projections - Analysts estimate the 'Net interest margin (TE)' at 3.5%, up from 3.4% year over year [4] - The 'Efficiency Ratio' is projected to be 56.1%, compared to 54.4% in the same quarter last year [4] - 'Average Balance - Total interest earning assets' is expected to reach $32.41 billion, slightly up from $32.26 billion year over year [4] Nonperforming Loans and Assets - 'Total nonperforming loans' are estimated at $94.44 million, up from $82.87 million year over year [5] - 'Total nonperforming assets' are projected to be $121.03 million, compared to $110.60 million last year [5] - 'Total Noninterest Income' is expected to be $102.86 million, an increase from $95.90 million year over year [5] Net Interest Income - 'Net interest income (TE)' is projected at $286.53 million, compared to $274.46 million last year [6] - The overall 'Net Interest Income' is expected to reach $283.83 million, up from $271.76 million in the same quarter of the previous year [6] Additional Income Streams - 'Secondary mortgage market operations' are estimated at $4.13 million, up from $3.38 million year over year [7] - 'Bank card and ATM fees' are projected to be $22.47 million, compared to $21.64 million last year [7] - 'Investment and annuity fees and insurance commissions' are expected to be $10.87 million, slightly down from $10.89 million year over year [8] - 'Other income' is estimated at $17.01 million, down from $18.83 million in the same quarter last year [8] Stock Performance - Over the past month, shares of Hancock Whitney have returned -0.5%, while the Zacks S&P 500 composite has changed by +4% [8]

Core Viewpoint - Analysts forecast a quarterly earnings per share (EPS) of $3.99 for Domino's Pizza, indicating a year-over-year decline of 4.8%, while revenues are expected to reach $1.14 billion, reflecting a 5.3% increase compared to the previous year [1] Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised upward by 0.5%, indicating a collective reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Projections - Analysts estimate 'Revenues- U.S. franchise advertising' at $129.83 million, a 7.4% increase year-over-year [5] - 'Revenues- U.S. Company-owned stores' are projected to be $85.07 million, reflecting a 4.6% decline year-over-year [5] - 'Revenues- Supply chain' are expected to reach $692.55 million, indicating a 6.3% increase year-over-year [5] - 'Revenues- International franchise royalties and fees' are forecasted at $78.74 million, a 5.5% increase year-over-year [6] Store Count Estimates - Total U.S. store count is projected to reach 7,093, up from 6,930 year-over-year [6] - Total store count is expected to be 21,734, compared to 21,002 in the previous year [6] - International store count is estimated at 14,641, up from 14,072 year-over-year [7] - U.S. franchise store count is projected at 6,834, compared to 6,639 in the same quarter last year [7] - U.S. company-owned store count is expected to be 259, down from 291 year-over-year [8] - International stores opened are projected to reach 201, compared to 184 in the previous year [8] Same Store Sales Growth - Same store sales growth for U.S. company-owned stores is expected to be 4.6%, up from 3.1% in the same quarter last year [9] - Same store sales growth for U.S. stores is projected at 4.9%, compared to 3.0% year-over-year [9] Stock Performance - Over the past month, shares of Domino's Pizza have declined by 8.2%, while the Zacks S&P 500 composite has increased by 4% [9]

Core Viewpoint - BlackRock is expected to report quarterly earnings of $11.36 per share, a slight decline of 0.9% year-over-year, while revenues are projected to increase by 20.1% to $6.24 billion [1] Earnings Estimates - The consensus EPS estimate has been revised upward by 0.4% in the last 30 days, indicating a reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Projections - Analysts estimate 'Revenue- Technology services revenue' will reach $496.67 million, reflecting a year-over-year increase of 23.2% [5] - 'Revenue- Investment advisory, administration fees and securities lending revenue- Equity subtotal' is projected at $2.16 billion, indicating a 4.7% increase year-over-year [5] - Total investment advisory, administration fees and securities lending revenue is expected to be $4.92 billion, a 22.1% increase from the previous year [6] - 'Revenue- Distribution fees' is estimated at $347.18 million, showing a 7.5% increase year-over-year [6] Net Inflows - Analysts forecast 'Net inflows' to be $169.12 billion, down from $221.18 billion in the same quarter last year [7] - 'Net inflows - Product Type - Cash management' is estimated at $28.16 billion, compared to $61.01 billion reported in the same quarter last year [7] - 'Net inflows - Client Type - ETFs' is projected at $124.13 billion, up from $97.41 billion in the previous year [9] - 'Net inflows - Product Type - Long-term' is expected to reach $144.43 billion, down from $160.17 billion year-over-year [10] Assets Under Management - 'Assets under management - Cash management' is estimated at $986.83 billion, compared to $849.39 billion a year ago [8] - Total Assets Under Management is projected to reach $13,075.02 billion, up from $11,475.36 billion in the same quarter last year [8] - 'Assets under management - Long-term' is expected to be $11,975.04 billion, compared to $10,625.97 billion a year ago [9] - 'Assets under management - ETFs' is projected at $4,915.31 billion, up from $4,188.34 billion in the same quarter last year [10] Stock Performance - BlackRock shares have returned +5.6% over the past month, outperforming the Zacks S&P 500 composite's +4% change [11]

Core Insights - Tilray Brands (TLRY) is set to report its first-quarter fiscal 2026 results on October 9, 2025, before market opening [1] - The company reported fourth-quarter fiscal 2025 adjusted earnings of 2 cents per share, exceeding the Zacks Consensus Estimate by 166.67% [1] - TLRY has beaten earnings estimates in two of the last four quarters and missed in the other two [1] Revenue and Earnings Estimates - The Zacks Consensus Estimate for revenues in the upcoming quarter is $206.8 million, indicating a 3.4% increase from the previous year [2] - The loss per share estimate is set at 3 cents, reflecting a 25% year-over-year increase [2] - Estimates for loss per share have remained unchanged at 3 cents over the past 30 days [3] Factors Influencing Performance - **Cannabis Segment**: In the fourth quarter of fiscal 2025, cannabis net revenues declined year-over-year due to a pause in vape and infused pre-roll categories and delays in international medical cannabis permits. However, international cannabis revenues reached a record high of $22.4 million, with Germany showing 134% growth [4] - **Tilray Medical**: The division introduced three new medical cannabis flower varieties in Italy, becoming the first authorized company to import and distribute its products there. A strategic partnership with Molteni aims to enhance the availability of Tilray Medical cannabis extracts in Italy, expected to boost top-line growth [5] Segment Performance Expectations - **Beverages**: The Beverages segment is anticipated to see a revenue decline due to SKU rationalization under Project 420. However, the Breckenridge Distillery brand is expected to show resilience in the bourbon sector [8][10] - **Wellness**: The Wellness segment is projected to experience a year-over-year revenue surge, driven by the growth of Manitoba Harvest Hemp Hearts and new product innovations [11] - **Distribution**: Distribution revenues, primarily from Tilray Pharma, are expected to grow due to changes in product mix [12] Earnings Outlook - Tilray Brands has an Earnings ESP of 0.00%, indicating no expected earnings surprise for the upcoming report [13] - The company currently holds a Zacks Rank of 3, suggesting a neutral outlook [13]

Core Viewpoint - JPMorgan is set to announce its third-quarter 2025 earnings on October 14, with expectations of solid performance driven by strong investment banking and trading activities, alongside growth in credit card and wholesale loans [1][2]. Financial Performance - The Zacks Consensus Estimate for revenues is $44.66 billion, indicating a 4.7% year-over-year increase [2][10]. - Earnings estimates have risen by nearly 1% to $4.83, reflecting a 10.5% increase compared to the same quarter last year [3][10]. - JPMorgan has a history of exceeding earnings estimates, with an average surprise of 11.95% over the last four quarters [5][7]. Key Revenue Drivers - **Net Interest Income (NII)**: Expected to rise by 3.4% year-over-year to $24.2 billion, supported by stable funding costs and strong lending demand [8][10]. - **Investment Banking (IB) Fees**: Anticipated to grow by 14.5% year-over-year, with estimates of $2.69 billion in IB revenues [12][10]. - **Markets Revenues**: Expected to see high-teens percentage growth year-over-year, with equity markets revenues estimated at $2.93 billion (up 12%) and fixed-income markets revenues at $5.34 billion (up 17.9%) [14][13]. Expense and Asset Quality Outlook - Non-interest expenses are projected to increase by 5.8% year-over-year to $23.9 billion due to expansion efforts and technology investments [17]. - Provision for credit losses is estimated at $2.64 billion, down 15.2% year-over-year, while non-performing loans (NPLs) are expected to rise by 24.1% to $10 billion [18][19]. Market Position and Valuation - JPMorgan's stock is currently trading at a forward P/E of 15.13X, higher than the industry average of 14.97X, and at a premium compared to peers like Citigroup and Bank of America [25][27]. - The company benefits from its scale, diversified operations, and market presence, with ongoing initiatives expected to drive future growth despite potential increases in expenses [28].

Core Viewpoint - The market anticipates BlackRock (BLK) will report a year-over-year increase in earnings driven by higher revenues in its upcoming earnings report for the quarter ended September 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - BlackRock is expected to post quarterly earnings of $11.73 per share, reflecting a year-over-year increase of +2.4%, while revenues are projected to reach $6.27 billion, up 20.7% from the previous year [3]. - The consensus EPS estimate has been revised 0.63% higher in the last 30 days, indicating a collective reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for BlackRock is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.01%, suggesting a bearish outlook from analysts [12]. - Despite the negative Earnings ESP, BlackRock holds a Zacks Rank of 2, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, BlackRock exceeded the expected earnings of $10.71 per share by delivering $12.05, resulting in a surprise of +12.51% [13]. - Over the past four quarters, BlackRock has consistently beaten consensus EPS estimates [14]. Conclusion - While BlackRock may not be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [17].

Core Insights - Helen of Troy Limited (HELE) is expected to report a decline in both revenue and earnings for the second quarter of fiscal 2026, with projected revenues of $418.8 million, reflecting an 11.7% decrease year-over-year, and earnings estimated at $0.54 per share, indicating a 55.4% decline from the previous year [1][9]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for HELE's quarterly revenues is $418.8 million, which is a decrease of 11.7% from the prior-year quarter [1][9]. - The earnings estimate for HELE stands at 54 cents per share, representing a 55.4% decline compared to the same quarter last year [2][9]. Challenges Facing the Company - HELE is experiencing pressure from tariff-related disruptions and global trade uncertainties, leading to order cancellations and reduced imports from China as retailers adapt to higher costs [3]. - The company is facing a challenging macroeconomic environment characterized by weaker consumer and retailer demand, with a projected 17.3% drop in organic volumes for the fiscal second quarter [4]. - Rising Selling, General and Administrative (SG&A) expenses are a concern, with an expected 310-basis point increase in adjusted SG&A as a percentage of sales to 38.9% in the fiscal second quarter [5]. Strategic Initiatives - Despite the challenges, HELE's Leadership Brands remain a strong point, with a focus on operational excellence and portfolio optimization helping to stabilize performance [6]. - The company is diversifying its sourcing outside of China to mitigate tariff exposure and has initiated Project Pegasus, which is delivering cost savings [3][6]. Earnings Prediction Model - The current model does not predict an earnings beat for HELE, as it holds a Zacks Rank of 3 and an Earnings ESP of 0.00% [7].

Core Insights - Hasbro, Inc. is valued at a market cap of $10.5 billion and is a leading company in the toy, game, and entertainment sector, with a diverse portfolio of iconic brands [1] Financial Performance - Analysts expect Hasbro to report a profit of $1.65 per share for fiscal Q3 2025, which is a decrease of 4.6% from $1.73 per share in the same quarter last year [2] - For fiscal 2025, the expected profit is projected to be $4.88 per share, reflecting a 21.7% increase from $4.01 per share in fiscal 2024 [3] - The company's EPS is anticipated to grow by 6.6% year-over-year to $5.20 in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, Hasbro's shares have increased by 3.4%, underperforming the S&P 500 Index's 17.2% gain and the Consumer Discretionary Select Sector SPDR Fund's 21.1% return [4] - Following the Q2 results announcement, Hasbro's shares fell by 2.3% due to a 1.5% decline in overall revenue, primarily from the consumer products segment, which saw a 15.7% drop [5] Analyst Ratings - Wall Street analysts have a highly optimistic outlook on Hasbro's stock, with a "Strong Buy" rating from 10 out of 12 analysts, one "Moderate Buy," and one "Hold" [6] - The mean price target for Hasbro is set at $89.82, indicating a potential upside of 20.1% from current levels [6]

Core Insights - RPM International (RPM) is expected to report quarterly earnings of $1.87 per share, a 1.6% increase year-over-year, with revenues projected at $2.04 billion, reflecting a 3.8% increase compared to the same period last year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' assessments [1][2] - Changes in earnings estimates are crucial for predicting investor reactions and have shown a strong correlation with short-term stock performance [2] Revenue Forecasts - Analysts predict 'Net Sales- Construction Products Group/CPG' to reach $828.27 million, a 4.3% increase from the previous year [4] - 'Net Sales- Performance Coatings Group/PCG' is forecasted at $434.20 million, indicating a year-over-year change of 16.8% [4] - The 'Net Sales- Consumer Segment' is expected to be $678.10 million, reflecting a 7.9% increase [4] - 'Net Sales- Specialty Products Group/SPG' is estimated at $174.84 million, showing a slight increase of 0.2% [5] Adjusted EBIT Estimates - 'Adjusted EBIT- Consumer Segment' is projected to reach $125.46 million, up from $116.21 million year-over-year [5] - 'Adjusted EBIT- Performance Coatings Group/PCG' is expected to be $77.54 million, compared to $64.59 million last year [6] - The consensus for 'Adjusted EBIT- Construction Products Group/CPG' stands at $171.02 million, an increase from $159.90 million year-over-year [6] - 'Adjusted EBIT- Specialty Products Group/SPG' is estimated at $17.98 million, slightly down from $18.11 million last year [7] Stock Performance - RPM International shares have decreased by 7.4% over the past month, contrasting with a 2.7% increase in the Zacks S&P 500 composite [7]

Core Insights - Phibro Animal Health (PAHC) shares have increased by 82.1% this year, significantly outperforming the industry growth of 5.3% and the S&P 500 Composite's gain of 14.2% [1] - The company holds a Zacks Rank 2 (Buy) and is benefiting from a strong Animal Health portfolio, particularly in vaccines and international market expansion [1] Company Overview - Phibro operates approximately 800 product lines across 90 countries, focusing on food and companion animals, including poultry, swine, and cattle, while also producing ingredients for various industries [2] - The company is currently emphasizing the livestock sector but is also investing in the companion animal market [2] Performance Drivers - The surge in PAHC's share price is attributed to robust growth in its Animal Health business, with key products like medicated feed additives and nutritional specialty products gaining traction [3] - The acquisition of Zoetis' MFA portfolio added over 37 established product lines and six manufacturing sites, contributing to a 77% year-over-year increase in MFA sales in Q4 of fiscal 2025 [3] - Vaccine sales rose by 21% year-over-year, driven by growth in poultry products in Latin America and increased international demand [4] Global Expansion - Phibro's operations extend to high-growth regions such as Brazil, China, India, and Southeast Asia, positioning the company to capitalize on livestock production growth [5] Financial Estimates - The Zacks Consensus Estimate projects a 22.9% increase in earnings per share (EPS) for fiscal 2026, reaching $2.57, and a 4.9% increase for fiscal 2027, reaching $2.69 [11] - Revenues for fiscal 2026 are expected to grow by 13.1% to $1.47 billion, with a slight increase to $1.49 billion projected for fiscal 2027 [11]