Core Viewpoint - American Financial Group (AFG) is expected to report quarterly earnings of $2.17 per share, reflecting a 21.4% decline year-over-year, while revenues are forecasted to increase by 2.9% to $1.94 billion [1]. Earnings Estimates - The consensus EPS estimate has been revised upward by 0.2% over the past 30 days, indicating analysts have reassessed their projections [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenues- P&C insurance net earned premiums' at $1.73 billion, indicating a 12% year-over-year increase [5]. - 'Revenues- Net investment income' is projected to reach $203.73 million, reflecting a 2.9% increase year-over-year [5]. - 'Specialty Casualty- Net earned premium' is expected to be $759.90 million, showing a 4.1% increase from the previous year [5]. - 'Property and Transportation- Net earned premium' is forecasted at $675.75 million, suggesting a significant 31.7% year-over-year increase [6]. Loss and LAE Ratios - The estimated 'Property and Transportation - Loss and LAE Ratio' is 66.8%, up from 59.2% in the previous year [6]. - The 'Property and Casualty - Combined Ratio - Specialty' is projected at 94.7%, compared to 90.1% in the same quarter last year [7]. - 'Specialty Casualty - Loss and LAE Ratio' is expected to be 62.8%, slightly up from 62.5% year-over-year [7]. - 'Specialty Financial - Loss and LAE Ratio' is projected at 44.4%, compared to 40.2% in the previous year [8]. Underwriting Expense Ratios - The 'Specialty Casualty - Underwriting Expense Ratio' is expected to be 27.7%, up from 27.3% in the same quarter last year [8]. - 'Specialty Financial - Underwriting Expense Ratio' is projected at 46.9%, compared to 46.1% in the previous year [9]. - The 'Property and Transportation - Underwriting Expense Ratio' is expected to be 30.1%, slightly up from 29.8% year-over-year [9]. Market Performance - Over the past month, shares of American Financial have returned +6.5%, outperforming the Zacks S&P 500 composite's +0.4% change [10].

分组1 - ON Semiconductor Corp. reported quarterly earnings of $0.55 per share, exceeding the Zacks Consensus Estimate of $0.51 per share, but down from $1.08 per share a year ago, representing an earnings surprise of 7.84% [1] - The company posted revenues of $1.45 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.88%, but down from $1.86 billion year-over-year [2] - Over the last four quarters, ON Semiconductor has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] 分组2 - The stock has underperformed, losing about 33.5% since the beginning of the year compared to the S&P 500's decline of 3.3% [3] - The current consensus EPS estimate for the coming quarter is $0.53 on revenues of $1.43 billion, and for the current fiscal year, it is $2.47 on revenues of $5.9 billion [7] - The Zacks Industry Rank for Semiconductor - Analog and Mixed is currently in the top 39% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Group 1: Earnings Performance - Henry Schein reported quarterly earnings of $1.15 per share, exceeding the Zacks Consensus Estimate of $1.11 per share, and showing an increase from $1.10 per share a year ago, representing an earnings surprise of 3.60% [1] - The company posted revenues of $3.17 billion for the quarter ended March 2025, which missed the Zacks Consensus Estimate by 1.84%, remaining unchanged from year-ago revenues [2] Group 2: Stock Performance and Outlook - Henry Schein shares have declined approximately 5.6% since the beginning of the year, compared to a decline of 3.3% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $1.18 on revenues of $3.22 billion, and for the current fiscal year, it is $4.82 on revenues of $12.99 billion [7] Group 3: Industry Context - The Medical - Dental Supplies industry, to which Henry Schein belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Core Viewpoint - Byline Bancorp (BY) shares have increased by 3% recently, closing at $25.76, with analysts suggesting a potential upside of 25.8% based on a mean price target of $32.40 [1][11]. Price Targets and Analyst Estimates - The mean estimate for BY's price comprises five short-term targets with a standard deviation of $2.30, indicating a range of estimates from a low of $29 (12.6% increase) to a high of $34 (32% increase) [2][11]. - A low standard deviation suggests a strong agreement among analysts regarding the stock's price movement, which can serve as a starting point for further research [9]. Earnings Estimates and Analyst Sentiment - Analysts are optimistic about BY's earnings prospects, as indicated by a positive trend in earnings estimate revisions, which has shown a strong correlation with near-term stock price movements [4][11]. - The Zacks Consensus Estimate for the current year has risen by 1.3% over the past month, with two estimates increasing and no negative revisions [12]. Zacks Rank and Investment Potential - BY holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, suggesting a strong potential upside in the near term [13].

Group 1 - Celestica (CLS) has recently reached a key level of support and has overtaken the 50-day moving average, indicating a short-term bullish trend [1] - CLS has rallied 28.9% over the past four weeks and currently holds a Zacks Rank 2 (Buy), suggesting potential for further upward movement [2] - Positive earnings estimate revisions for CLS, with three higher estimates compared to none lower for the current fiscal year, strengthen the bullish outlook [2] Group 2 - Investors are encouraged to monitor CLS for potential gains in the near future due to its key technical level and favorable earnings revisions [3]

Core Viewpoint - Wall Street analysts predict that Rockwell Automation (ROK) will report a quarterly earnings per share (EPS) of $2.09, reflecting a year-over-year decline of 16.4%, with revenues expected to be $1.96 billion, down 7.6% from the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.5% lower in the last 30 days, indicating a collective 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]. Revenue and Sales Projections - Analysts estimate 'Sales- Intelligent Devices' to be $849.78 million, a decrease of 12.7% year-over-year [5]. - The consensus for 'Sales- Lifecycle Services' is $573.37 million, reflecting a decline of 1.6% from the previous year [5]. - 'Sales- Software & Control' is projected to reach $537.17 million, indicating a year-over-year change of -5.8% [5]. Operating Earnings Estimates - 'Operating earnings- Intelligent Devices' are expected to be $134.45 million, down from $161 million reported in the same quarter last year [6]. - 'Operating earnings- Lifecycle Services' are forecasted at $83.93 million, compared to $96.90 million in the same quarter of the previous year [6]. - 'Operating earnings- Software & Control' are anticipated to be $134.75 million, down from $146.30 million reported last year [7]. Stock Performance - Over the past month, Rockwell Automation shares have increased by 4.2%, contrasting with a -0.5% change in the Zacks S&P 500 composite [8]. - Based on its Zacks Rank 3 (Hold), ROK is expected to perform in line with the overall market in the near future [8].

Core Viewpoint - Owens Corning (OC) is expected to report quarterly earnings of $2.82 per share, reflecting a 21.5% decline year-over-year, while revenues are forecasted to increase by 9.4% to $2.52 billion [1] Group 1: Earnings and Revenue Estimates - The consensus EPS estimate has been revised downward by 0.8% over the past 30 days, indicating a collective reassessment by analysts [1] - Analysts predict 'Net Sales- Insulation' at $927.69 million, showing a year-over-year increase of 2.6% [4] - The consensus estimate for 'Net Sales- Roofing' is $1.09 billion, reflecting a year-over-year change of 13.9% [4] Group 2: EBIT Estimates - Analysts expect 'EBIT- Insulation' to be $149.90 million, down from $161 million in the previous year [4] - 'EBIT- Roofing' is forecasted to reach $307.35 million, compared to $286 million reported in the same quarter last year [5] Group 3: Market Performance - Owens Corning shares have returned +6.1% over the past month, contrasting with a -0.5% change in the Zacks S&P 500 composite [5] - The company holds a Zacks Rank 4 (Sell), suggesting it may underperform the overall market in the near future [5]

Core Viewpoint - U.S. Cellular reported quarterly earnings of $0.21 per share, missing the Zacks Consensus Estimate of $0.37 per share, representing an earnings surprise of -43.24% [1] - The company posted revenues of $891 million for the quarter, missing the Zacks Consensus Estimate by 3.72% and down from $950 million a year ago [2] Financial Performance - Over the last four quarters, U.S. Cellular has surpassed consensus EPS estimates three times [2] - The company had a previous quarter surprise of 150%, with actual earnings of $0.05 against an expected loss of $0.10 [1] - The current consensus EPS estimate for the upcoming quarter is $0.39 on revenues of $912.36 million, and for the current fiscal year, it is $1.16 on revenues of $3.69 billion [7] Stock Performance - U.S. Cellular shares have increased by approximately 9.8% since the beginning of the year, contrasting with the S&P 500's decline of -4.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Outlook - The Wireless National industry, to which U.S. Cellular belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Core Viewpoint - AdvanSix reported quarterly earnings of $0.93 per share, exceeding the Zacks Consensus Estimate of $0.83 per share, and showing a significant improvement from a loss of $0.56 per share a year ago [1][2] Financial Performance - The company achieved revenues of $377.79 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 8.80% and increasing from $336.83 million year-over-year [2] - Over the last four quarters, AdvanSix has consistently surpassed consensus EPS estimates [2] Stock Performance - AdvanSix shares have declined approximately 25.2% since the beginning of the year, contrasting with the S&P 500's decline of 4.7% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.37 on revenues of $431.3 million, and for the current fiscal year, it is $3.61 on revenues of $1.57 billion [7] - The trend of estimate revisions for AdvanSix has been unfavorable leading up to the earnings release [6] Industry Context - The Chemical - Specialty industry, to which AdvanSix belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable environment for stocks in this sector [8]

Group 1 - Cinemark Holdings reported a quarterly loss of $0.32 per share, aligning with the Zacks Consensus Estimate, compared to earnings of $0.19 per share a year ago [1] - The company posted revenues of $540.7 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 4.06%, but down from $579.2 million year-over-year [2] - Cinemark has surpassed consensus revenue estimates four times over the last four quarters [2] Group 2 - The stock has lost approximately 3.5% since the beginning of the year, while the S&P 500 has declined by 4.7% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $0.80 on revenues of $958.46 million, and for the current fiscal year, it is $1.65 on revenues of $3.3 billion [7] Group 3 - The Zacks Industry Rank for Film and Television Production and Distribution is in the bottom 37% of over 250 Zacks industries, indicating potential challenges for stock performance [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] - The estimate revisions trend for Cinemark is currently mixed, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market [6]