Core Insights - STERIS plc (STE) is set to announce its first-quarter fiscal 2026 results on August 7, with previous quarter adjusted EPS of $2.74, exceeding Zacks Consensus Estimate by 5.79% [1] - The Zacks Consensus Estimate for revenues is $1.36 billion, reflecting a 6.2% increase year-over-year, while EPS is estimated at $2.32, indicating a 14.3% year-over-year growth [2] Revenue Estimates - Healthcare segment is expected to show robust growth driven by increased procedure volumes in the U.S. and gains in pricing and market share [4] - Healthcare capital equipment order growth is anticipated to remain strong despite shipment issues, with projected revenue growth of 5.1% year-over-year [5] - Applied Sterilization Technologies (AST) segment is expected to see organic revenue growth, with revenues likely increasing by 6.3% year-over-year [6][7] Life Sciences Segment - Life Sciences segment revenues may rise by 5.5% year-over-year, supported by favorable mix, pricing, and divestiture, despite a decline in capital equipment revenue [8][9] Earnings Expectations - STERIS has an Earnings ESP of -3.24%, indicating a lower likelihood of beating earnings estimates this quarter [10] - The company currently holds a Zacks Rank of 3, suggesting a hold position [10]

Core Insights - Marathon Petroleum Corporation (MPC) is expected to report second-quarter earnings on August 5, with a consensus estimate of $3.22 per share and revenues of $30.91 billion [1] Group 1: Previous Quarter Performance - In the last reported quarter, MPC had an adjusted loss of 24 cents per share, which was better than the Zacks Consensus Estimate of a loss of 63 cents, driven by strong performance in the Refining & Marketing segment [2] - Revenues for the last quarter were $31.9 billion, exceeding the Zacks Consensus Estimate of $30.1 billion, although this represented a 4.1% year-over-year decline [2][3] Group 2: Earnings Estimate Trends - The Zacks Consensus Estimate for the second-quarter earnings has been revised downward by 5.8% in the past 60 days, indicating a 21.84% year-over-year decline [4] - The revenue estimate of $30.91 billion for Q2 suggests a 19.43% decrease compared to the same period last year [4][9] Group 3: Business Segments and Performance Drivers - MPC operates primarily through two segments: Refining & Marketing and Midstream, with the former focusing on refining crude oil and distributing refined products, while the latter involves transportation and storage of crude oil and refined products [5] - The midstream segment is expected to have benefited from increased pipeline throughput and steady fee-based tariff income, which may have offset the negative impact of lower crude oil prices [6] - Solid demand for refined products and LPG exports, driven by strengthened overseas markets, is likely to have supported sales volumes and overall revenue [7] Group 4: Challenges and Pressures - MPC is anticipated to face margin pressure due to elevated turnaround and maintenance costs, exacerbated by ongoing and unplanned repairs [8] - The Galveston Bay refinery outage is expected to negatively impact bottom-line results, contributing to operational disruptions and increased repair-related costs [8][10] Group 5: Earnings Prediction Model - The Zacks model does not predict a definitive earnings beat for MPC this season, as the Earnings ESP is -2.74% and the company holds a Zacks Rank of 3 [11][12]

Core Viewpoint - Atmos Energy Corporation (ATO) is set to release its third-quarter fiscal 2025 results on August 6, with an earnings surprise of 3.8% in the previous quarter [1] Group 1: Factors Impacting Q3 Earnings - Strategic investments in modernizing transmission and distribution systems are expected to enhance service reliability and positively impact the bottom line [2] - An expanding customer base and the implementation of new rates in service regions are anticipated to contribute positively to earnings [3] - Higher distribution revenues and lower interest expenses are likely to support ATO's quarterly results [3] - Increased operation and maintenance expenses, along with higher depreciation and amortization, may negatively affect the bottom line [4] Group 2: Earnings Expectations - The Zacks Consensus Estimate for earnings is $1.17 per share, reflecting a year-over-year increase of 8.3% [5] - The revenue estimate stands at $940.91 million, indicating a year-over-year improvement of 34.1% [5] Group 3: Earnings Prediction Model - The current model does not predict an earnings beat for Atmos Energy, with an Earnings ESP of 0.00% and a Zacks Rank of 3 [6][7] Group 4: Industry Comparisons - New Jersey Resources (NJR) is expected to report an earnings beat with an Earnings ESP of +11.77% and a Zacks Rank of 3 [8] - ONE Gas (OGS) is also likely to achieve an earnings beat with an Earnings ESP of +3.22% and a Zacks Rank of 2 [10] - MDU Resources Group (MDU) is projected to report an earnings beat with an Earnings ESP of +20% and a Zacks Rank of 2 [11]

Core Viewpoint - Clearway Energy Inc. (CWEN) is expected to report its second-quarter 2025 results on August 5, with an earnings surprise of 112% in the previous quarter [1] Factors Impacting Q2 Performance - The second-quarter earnings are likely to benefit from contributions from the acquired 137 MW Tuolumne Wind project [2] - Seasonal factors are crucial, as most revenues are generated from May to September when contracted pricing and renewable resources peak [2] - Ongoing repowering of wind assets is expected to enhance earnings by extending project life through new technology [3] Q2 Expectations - The Zacks Consensus Estimate for earnings is 67 cents per share, reflecting a year-over-year increase of 55.8% [4] - The consensus estimate for revenues is $426.7 million, indicating a 16.57% increase from the previous year [4] Earnings Prediction Model - The current Earnings ESP for Clearway Energy is -35.07%, which diminishes the likelihood of an earnings beat this quarter [5] - Clearway Energy holds a Zacks Rank of 3, indicating a hold position [6] Comparable Stocks - HighPeak Energy (HPK) is anticipated to report an earnings beat with an Earnings ESP of +56.33% and a Zacks Rank of 2 [7] - Viper Energy Inc. (VNOM) is also expected to report an earnings beat with an Earnings ESP of +8.56% and a Zacks Rank of 2 [9]

Core Insights - Sealed Air Corporation (SEE) is set to report its second-quarter 2025 results on August 5, with net sales estimated at $1.32 billion, reflecting a 1.9% decline year-over-year [1][6] - The consensus estimate for earnings is 72 cents per share, indicating a year-over-year decline of 13.3% and a 1.4% decrease in estimates over the past 60 days [2][6] Financial Performance - Sealed Air has a history of exceeding earnings estimates, with an average surprise of 20.6% over the last four quarters [4] - The company's earnings per share (EPS) for the last four quarters were reported as follows: 0.81, 0.75, 0.79, and 0.83, with respective surprises of 20.90%, 11.94%, 19.70%, and 29.69% [5][4] Segment Analysis - The Food segment is projected to generate net sales of $891 million, a 0.3% decline from the previous year, with a slight volume decrease of 0.2% [10][9] - The Protective segment is expected to see net sales of $424 million, down 6% year-over-year, continuing a trend of volume declines for 13 consecutive quarters [11][8] - Overall, Sealed Air's volumes are anticipated to dip by 1.7%, with a minimal pricing growth of 0.1% for the quarter [11] Strategic Initiatives - The company's "Reinvent SEE Strategy" is expected to enhance productivity and mitigate supply chain challenges, positively impacting operating margins in the upcoming quarter [12] Stock Performance - Over the past year, Sealed Air's stock has decreased by 20%, compared to a 7.9% decline in the industry [13]

Core Insights - Gartner Inc. is set to release its second-quarter 2025 results on August 5, with a strong earnings surprise history, averaging 21.8% over the past four quarters [1] Revenue Expectations - The Zacks Consensus Estimate for Gartner's Q2 2025 revenue is $1.7 billion, reflecting a 4.9% increase from the same quarter last year [2] - Research segment revenues are estimated at $1.3 billion, indicating a 3.1% year-over-year growth, driven by an increase in research contracts [2] - Conference revenues are projected at $201.8 million, suggesting a more than 100% surge compared to the prior-year quarter [3] - Consulting revenues are expected to reach $148.4 million, implying a 16.3% increase year-over-year, supported by growth in contract optimization and an expanding consulting backlog [3] Earnings Expectations - The consensus estimate for earnings per share (EPS) is $3.37, indicating a 4.7% year-over-year rise, benefiting from strong margins and effective cost management [4] - Gartner's Earnings ESP is currently -2.73%, and it holds a Zacks Rank of 2 (Buy), suggesting that an earnings beat is not predicted this time [5][8]

Core Viewpoint - New Jersey Resources (NJR) is positioned to potentially continue its earnings-beat streak, supported by a positive earnings surprise history and favorable earnings estimates [1][5]. Earnings Performance - For the most recent quarter, NJR reported earnings of $1.65 per share, missing the expected $1.76 per share, resulting in a surprise of 6.67% [2]. - In the previous quarter, NJR exceeded expectations by reporting $1.29 per share against a consensus estimate of $1.14 per share, achieving a surprise of 13.16% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for NJR, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5][8]. - NJR currently has an Earnings ESP of +11.77%, suggesting analysts have recently become more optimistic about the company's earnings prospects [8]. Zacks Rank and Success Rate - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests that NJR has a high probability of beating earnings estimates, with historical data indicating nearly 70% success in such cases [6][8].

Core Viewpoint - Palomar Holdings, Inc. (PLMR) is anticipated to show improvements in both revenue and earnings for the second quarter of 2025, with a revenue estimate of $186.21 million, reflecting a 42.1% year-over-year increase [1] Revenue and Earnings Estimates - The consensus estimate for PLMR's earnings per share is $1.68, indicating a year-over-year increase of 34.4% [2] - The earnings estimate has decreased by 1.2% over the past 60 days [2] Earnings Prediction Model - The earnings prediction model suggests a likely earnings beat for PLMR, supported by a positive Earnings ESP of +0.25% and a Zacks Rank of 3 (Hold) [3][4] Factors Influencing Q2 Results - PLMR's second-quarter earnings are expected to benefit from a fee-based revenue stream and increased policy volumes across various business lines, driven by new business with existing partners and strong premium retention [5] - The focus on the crop business is likely to have positively impacted performance, with premiums earned estimated at $172.4 million [6] Revenue Drivers - Total revenues are expected to be driven by premium increases, higher net investment income, and commission income [7] - The Zacks Consensus Estimate for premiums earned is $174 million, while investment income is estimated at $12.06 million [6] Expense and Loss Ratios - Total expenses are projected to rise due to higher losses, interest, and acquisition expenses, with an estimated total expense of $136.9 million [8] - The combined ratio is expected to be 78.9, aided by a reinsurance policy that limits catastrophe losses [7][9] - The expense ratio is estimated to be slightly higher at 43.4 [10]

Key Takeaways DUK's Q2 sales are likely to have risen on warmer weather, customer growth and new data center agreements.New rate implementations and grid investment returns are expected to boost DUK's Q2 earnings.Higher depreciation and interest costs could pressure earnings despite rate hikes and cost cuts.Duke Energy Corporation (DUK) is scheduled to release its second-quarter 2025 results on Aug. 5, before market open. The company delivered an earnings surprise of 10.69% in the last reported quarter. Mor ...

Core Viewpoint - Suncor Energy Inc. is expected to report a decline in earnings and revenues for the second quarter of 2025, with earnings estimated at 50 cents per share and revenues at $7.6 billion, reflecting significant year-over-year decreases [1][8]. Group 1: Previous Performance - In the first quarter of 2025, Suncor Energy reported earnings of 91 cents per share, surpassing the Zacks Consensus Estimate of 86 cents, driven by strong production growth in its upstream segment [2]. - The company's operating revenues for Q1 2025 were $8.7 billion, exceeding the Zacks Consensus Estimate by 3.9% [2]. - Suncor has consistently beaten earnings estimates in the past four quarters, with an average surprise of 14.9% [3]. Group 2: Production Expectations - The consensus estimate for Suncor's daily oil sands production in Q2 2025 is projected to reach 731 thousand barrels, an increase of 15 thousand barrels from Q2 2024 [5]. - Daily syncrude production is expected to rise to 213 thousand barrels of oil equivalent, up 42 thousand barrels from the same period last year [5]. - The first quarter of 2025 showed continued improvement in performance, which is anticipated to carry into the second quarter [5]. Group 3: Revenue and Market Challenges - Suncor's Q2 revenues are expected to decline by 19.7% year-over-year to $7.6 billion, influenced by higher production being offset by tariffs, outages, and pipeline constraints [8]. - The company faces potential execution risks from large-scale turnarounds, including a 91-day outage for Upgrader 1, which could impact throughput, margins, and cash flows [6]. - Trade disruptions, including U.S. tariffs on Canadian crude, may affect Suncor's export market, potentially lowering realized prices despite a strong domestic presence [6][8]. Group 4: Earnings Prediction - The Zacks model does not predict an earnings beat for Suncor this quarter, as the Earnings ESP is 0.00% and the company holds a Zacks Rank of 3 [9][10].