The market expects Permian Resources (PR) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 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. Estimate Revisions Trend The consensus EPS estimate for the quarter has been revised 15.17% higher over the last 30 days to the cu ...

Revenues are expected to be $140.05 million, up 11.8% from the year-ago quarter. Estimate Revisions Trend The consensus EPS estimate for the quarter has been revised 25% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Wall Street expects a year-over-year decline in earnings on higher revenues when Marqeta (MQ) reports results for the quarter ended June 2025. While this widel ...

Core Viewpoint - Pinnacle West Capital Corporation (PNW) is expected to report second-quarter 2025 results on August 6, following a significant negative earnings surprise of 180% in the previous quarter [1] Group 1: Factors Impacting Q2 Performance - PNW's Q2 earnings are anticipated to benefit from retail customer growth and increased retail electricity sales, driven by higher electricity demand from new large manufacturing facilities and data centers [2] - The bottom line is expected to improve due to lower core operations and maintenance expenses, with Arizona Public Service's Energy Management System enhancing the integration of renewable and energy storage assets [3] - However, higher depreciation, amortization, and property taxes are likely to offset some of the positive impacts on PNW's performance [4] Group 2: Q2 Expectations - The Zacks Consensus Estimate for earnings is $1.58 per share, reflecting a year-over-year decrease of 10.2% [5] - The revenue estimate stands at $1.27 billion, indicating a year-over-year decline of 3% [5] - Total electric sales are estimated at 9,757.73 gigawatt-hours, down 1.7% from the previous year's quarter [5] Group 3: Earnings Prediction - The current model does not predict an earnings beat for PNW, with an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [6][7] - Other industry players like IDACORP and Xcel Energy are expected to report earnings beats, with IDACORP having an Earnings ESP of +1.56% and a Zacks Rank of 2 [8][10]

Core Insights - Altria reported revenue of $5.29 billion for the quarter ended June 2025, reflecting a 0.3% increase year-over-year and surpassing the Zacks Consensus Estimate of $5.19 billion by 1.93% [1] - The company's EPS for the quarter was $1.44, up from $1.31 in the same quarter last year, exceeding the consensus estimate of $1.37 by 5.11% [1] Revenue Breakdown - Smokeable Products generated revenues net of excise taxes of $4.57 billion, slightly above the estimated $4.43 billion, but down 0.4% from the previous year [4] - Oral tobacco products reported revenues net of excise taxes of $728 million, exceeding the estimated $701.72 million, marking a 6% increase year-over-year [4] - The segment "All Other/Financial Services" reported a net revenue of -$8 million, significantly below the estimated $14 million, representing a drastic year-over-year decline of 366.7% [4] Operating Income - Adjusted Operating Income (OCI) for Smokeable Products was $2.95 billion, surpassing the average estimate of $2.86 billion [4] - The Operating Income for Oral tobacco products was $498 million, exceeding the average estimate of $459.6 million [4] - The Operating Loss for "All Other/Financial Services" was reported at -$108 million, closely aligning with the average estimate of -$108.5 million [4] Stock Performance - Altria's shares have returned +2.1% over the past month, compared to a +3.4% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Strategic Education (STRA) reported revenue of $321.47 million for the quarter ended June 2025, marking a year-over-year increase of 3% and an EPS of $1.52 compared to $1.33 a year ago, indicating a positive trend in earnings [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $323.39 million, resulting in a revenue surprise of -0.59%, while the EPS exceeded the consensus estimate of $1.42, leading to an EPS surprise of +7.04% [1] Revenue Breakdown - Revenue from Australia/New Zealand was $71.13 million, slightly below the two-analyst average estimate of $72.44 million, with no year-over-year change [4] - Revenue from Education Technology Services was reported at $24.52 million, significantly lower than the two-analyst average estimate of $35.2 million, also showing no year-over-year change [4] - The U.S. Higher Education Segment generated $216.61 million, surpassing the average estimate of $215.46 million based on two analysts, with no year-over-year change [4] Stock Performance - Over the past month, shares of Strategic Education have returned -7.7%, contrasting with the Zacks S&P 500 composite's +3.4% change, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]

Financial Performance - Purple Innovation reported a quarterly loss of $0.11 per share, better than the Zacks Consensus Estimate of a loss of $0.12, and an improvement from a loss of $0.13 per share a year ago, representing an earnings surprise of +8.33% [1] - The company posted revenues of $105.1 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.46%, but down from $120.27 million in the same quarter last year [2] - The current consensus EPS estimate for the upcoming quarter is -$0.07 on revenues of $121.23 million, and for the current fiscal year, it is -$0.32 on revenues of $467.28 million [7] Market Performance - Purple Innovation shares have increased by approximately 28.2% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.6% [3] - The company has surpassed consensus EPS estimates in all four of the last quarters [2] Industry Outlook - The Consumer Products - Staples industry, to which Purple Innovation belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Key Takeaways DPMLF is expected to post 33% EPS growth in Q2, despite a 1.9% dip in analyst estimates over 60 days.Consolidated gold output fell 10% year over year, but higher prices may offset lower volumes.Cost of sales likely declined on lower royalties and depreciation, aiding expected bottom-line growth.Dundee Precious Metals Inc. (DPMLF) is expected to report a year-over-year increase in its bottom line when it reports second-quarter 2025 results on July 31, after market close. The Zacks Consensus Est ...

Core Viewpoint - Howmet Aerospace Inc. is expected to report strong second-quarter results, with earnings projected at $0.87 per share and revenues at $1.99 billion, reflecting year-over-year increases of 29.9% and 5.8% respectively [2][7]. Financial Performance - The Zacks Consensus Estimate for second-quarter earnings has increased by a penny over the past 60 days, indicating positive momentum [2]. - The earnings surprise history shows that Howmet has outperformed the Zacks Consensus Estimate in the last four quarters, with an average surprise of 8.8% [3]. Market Dynamics - The commercial aerospace market is experiencing solid momentum, driven by increased air travel and demand for wide-body aircraft, which supports OEM spending [5]. - The revenue estimate from the commercial aerospace market for the second quarter is $1.05 billion, representing a 6.9% increase from the previous year [6]. - The defense business remains strong, with robust orders for engine spares for the F-35 program, leading to a projected revenue of $343 million, an 18.3% increase year-over-year [8]. Challenges - The Forged Wheels segment is facing lower demand due to reduced OEM builds, with a revenue estimate of $305 million, indicating an 11.8% decrease year-over-year [9]. - Supply-chain disruptions in the aerospace sector have resulted in delays and increased costs, which may impact operations and performance [10]. Stock Performance - Howmet's stock has surged 37.4% over the past three months, outperforming the Zacks Aerospace-Defense industry growth of 20.2% and the S&P 500's increase of 15% [11]. - The company's forward 12-month P/E ratio stands at 48.79X, significantly higher than the industry average of 28.11X, which may pose risks if market sentiment declines [14]. Investment Outlook - Howmet's diversified portfolio and strength in aerospace markets position it well for long-term growth, supported by enhanced U.S. government budgetary provisions [17]. - However, near-term challenges such as weakness in the commercial transportation market and supply-chain issues warrant caution for investors [18].

LGI Homes (LGIH) is expected to deliver a year-over-year decline in earnings on lower 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, which is expected to be released on August 5. On the ...

Core Viewpoint - The market anticipates Lemonade (LMND) to report flat earnings with a quarterly loss of $0.81 per share, while revenues are expected to increase by 33.1% to $162.39 million compared to the previous year [1][3]. Earnings Report Expectations - The earnings report is scheduled for August 5, and if the results exceed expectations, the stock may rise; conversely, missing estimates could lead to a decline [2]. - Management's discussion during the earnings call will significantly influence the stock's immediate price change and future earnings expectations [2]. Estimate Revisions - The consensus EPS estimate has been revised 1.67% higher in the last 30 days, indicating a collective reassessment by analysts [4]. - The Most Accurate Estimate for Lemonade is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +2.40% [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 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. - Lemonade currently holds a Zacks Rank of 2, suggesting a high likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Lemonade was expected to post a loss of $0.94 per share but actually reported a loss of -$0.86, resulting in a positive surprise of +8.51% [13]. - Over the past four quarters, Lemonade has consistently beaten consensus EPS estimates [14]. Conclusion - While an earnings beat may not solely dictate stock movement, betting on stocks expected to exceed earnings expectations can enhance the odds of success [15][16]. - Lemonade is viewed as a compelling candidate for an earnings beat, but investors should consider other influencing factors before making investment decisions [17].