Core Viewpoint - Allison Transmission Holdings, Inc. is expected to report second-quarter 2025 results on August 4, with sales and earnings estimates of $794.43 million and $2.20 per share respectively [1][8] Financial Performance - The earnings projection indicates a year-over-year increase of 3.29%, while the revenue estimate suggests a decline of 2.64% compared to the previous year [2] - In the first quarter of 2025, Allison reported adjusted earnings of $2.23 per share, exceeding the Zacks Consensus Estimate of $1.97, and reflecting a 17% year-over-year increase. However, quarterly revenues of $766 million fell 3% from the previous year and missed the consensus estimate of $775 million [2] Market Demand and Outlook - Strong demand for Class 8 vocational vehicles in the North America On-Highway market is driving revenue growth, with expectations to continue this trend into 2025. The company anticipates adjusted EBITDA between $1.17 billion and $1.23 billion for 2025, an increase from $1.165 billion in 2024, and net income projected between $735 million and $785 million, up from $731 million in 2024 [3] R&D and Cost Pressures - The company's electrified propulsion initiatives are expected to increase spending levels, impacting cash flows. R&D costs rose approximately 3% year-over-year in 2024 due to higher spending on product initiatives, and further increases in R&D expenses are anticipated in 2025 [4] Earnings Prediction - The current model does not predict an earnings beat for Allison in the upcoming quarter, as it lacks the necessary combination of positive Earnings ESP and a favorable Zacks Rank [5] - Allison has an Earnings ESP of -0.41% and currently holds a Zacks Rank of 3 [6]

Core Viewpoint - Fluor Corporation (FLR) is set to report its second-quarter 2025 results on August 1, with expectations of revenue growth driven by strong demand in various sectors, despite a projected decline in earnings per share [1][3][9]. Financial Performance - In the last reported quarter, Fluor's adjusted earnings per share (EPS) exceeded the Zacks Consensus Estimate by 46%, while revenues fell short by 6.3%. Year-over-year, EPS grew by 55.3% and revenues by 7% [1]. - The Zacks Consensus Estimate for the second-quarter EPS is unchanged at 59 cents, reflecting a 30.6% decline from 85 cents a year ago. Revenue estimates are at $4.82 billion, indicating a 13.9% increase from $4.23 billion in the previous year [3]. Revenue Drivers - The anticipated revenue growth is attributed to robust demand for infrastructure projects in sectors such as data centers, semiconductors, pharmaceuticals, energy transition, fuel production, and mining and metals. Additionally, strength in environmental remediation and national security is expected to contribute positively [4]. - The Urban Solutions segment is projected to generate revenues of $2.47 billion, a 35% increase from $1.83 billion a year ago. The Mission Solutions segment is expected to see revenues of $718 million, reflecting a 2% growth. Conversely, the Energy Solutions segment is estimated to decline by 4.4% to $1.53 billion from $1.6 billion [6]. Earnings Outlook - Fluor's bottom line is expected to decline year-over-year due to unfavorable currency translation, tariff-related uncertainties, and inflationary pressures. Challenges from commodity price volatility and the cyclical nature of its business lines are also anticipated to impact profitability [8]. - The projected segment profits for Urban, Energy, and Mission Solutions are expected to decline year-over-year, with estimates of $79 million, $61 million, and $36 million, respectively, compared to $105 million, $75 million, and $41 million in the previous year [10]. Earnings Prediction Model - The current model does not predict an earnings beat for Fluor, as the company has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [11][12].

Core Viewpoint - Apollo Global Management, Inc. (APO) is expected to report an increase in both earnings and revenues for the second quarter of 2025 compared to the previous year, despite elevated expenses impacting results [1][7]. Financial Performance Expectations - The Zacks Consensus Estimate for APO's earnings is $1.85, reflecting a year-over-year increase of 12.8% [2]. - The consensus estimate for sales is $1.01 billion, indicating a year-over-year rise of 8.4% [2]. Assets Under Management (AUM) Insights - Total AUM is projected to reach $812.1 billion, representing a sequential increase of 3.5% [3][7]. - AUM growth is supported by overall asset inflows and the company's diversified asset classes, client bases, and geographies [3]. Fee-Related Earnings Estimates - The consensus estimate for management fees is $794.2 million, indicating a sequential rise of 3.1% [4]. - Fee-related performance fees are estimated at $55.6 million, reflecting a 3% increase from the previous quarter [4]. - Net capital solutions fees and other are estimated at $162.3 million, suggesting a sequential decline of 5.4% [4]. Expense Considerations - Elevated expenses are anticipated due to ongoing investments in capital formation and credit investing teams, as well as merger-related charges [5][7]. Earnings Prediction Model - The likelihood of Apollo beating earnings estimates is low, with an Earnings ESP of -0.36% and a Zacks Rank of 4 (Sell) [6].

Core Viewpoint - The market anticipates Sweetgreen, Inc. (SG) to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with actual results being crucial for stock price movement [1][2]. Financial Expectations - Sweetgreen is expected to post a quarterly loss of $0.12 per share, reflecting a year-over-year change of +7.7% [3]. - Revenues are projected to be $191.54 million, which is an increase of 3.7% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 6.41% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Sweetgreen is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -26.76% [12]. Earnings Surprise Prediction - A positive Earnings ESP is generally a strong predictor of an earnings beat, especially when combined with a favorable Zacks Rank [10]. - Sweetgreen currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - Sweetgreen has not surpassed consensus EPS estimates in any of the last four quarters, indicating a trend of underperformance [14]. - In the last reported quarter, the company was expected to post a loss of $0.21 per share and did not deliver any surprise, matching the expectation exactly [13]. Industry Comparison - Dine Brands, another player in the Zacks Retail - Restaurants industry, is expected to report earnings of $1.49 per share for the same quarter, reflecting a year-over-year change of -12.9% [18]. - Dine Brands' revenues are expected to be $222.12 million, up 7.7% from the previous year, with an Earnings ESP of -3.36% [19].

Core Viewpoint - AMN Healthcare Services (AMN) is expected to report a year-over-year decline in earnings and revenues for the quarter ended June 2025, with the actual results being crucial for its near-term stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is anticipated to show earnings of $0.17 per share, reflecting a significant year-over-year decrease of 82.7% [3]. - Revenues are projected to be $652.49 million, which is an 11.9% decline from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 8.43% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for AMN is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.58% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a potential earnings beat, but the current Zacks Rank of 4 indicates a lower likelihood of this outcome [10][12]. - Historical performance shows that AMN has beaten consensus EPS estimates in the last four quarters, with a notable surprise of +136.84% in the most recent quarter [13][14]. Industry Comparison - Charles River Laboratories (CRL), another player in the medical services industry, is expected to report earnings of $2.5 per share, down 10.7% year-over-year, with revenues of $982.87 million, a 4.2% decline [18][19]. - CRL has a positive Earnings ESP of +0.11% and a Zacks Rank of 3, indicating a higher likelihood of beating consensus EPS estimates [20].

Company Overview - ATS is expected to report a year-over-year decline in earnings of 27%, with an estimated earnings per share (EPS) of $0.27 for the quarter ended June 2025 [3][12] - Revenue is projected to be $517.13 million, reflecting a slight increase of 1.9% compared to the same quarter last year [3] Earnings Expectations - The earnings report is anticipated to be released on August 7, and the stock may experience upward movement if actual results exceed expectations [2] - Conversely, if the results fall short, the stock may decline [2] Estimate Revisions - The consensus EPS estimate has been revised down by 0.67% over the last 30 days, indicating a bearish sentiment among analysts regarding ATS's earnings prospects [4][12] - The current Earnings ESP for ATS stands at -34.31%, suggesting a negative outlook compared to the consensus estimate [12] Historical Performance - In the last reported quarter, ATS had an EPS of $0.28, surpassing the expected $0.26, resulting in a surprise of +7.69% [13] - Over the past four quarters, ATS has only beaten consensus EPS estimates once [14] Industry Comparison - Another company in the same industry, Middleby (MIDD), is expected to report an EPS of $2.26 for the same quarter, indicating a year-over-year decline of 5.4% [18] - Middleby's revenue is projected to be $982.71 million, down 0.9% from the previous year [18] - Middleby has an Earnings ESP of -2.66% and a Zacks Rank of 3, making it similarly challenging to predict an earnings beat [19]

Core Viewpoint - The market anticipates a year-over-year decline in BCE's earnings due to lower revenues, with a focus on how actual results compare to estimates to influence stock price movements [1][2]. Earnings Expectations - BCE is expected to report quarterly earnings of $0.52 per share, reflecting an 8.8% decrease year-over-year, with revenues projected at $4.32 billion, down 1.5% from the previous year [3]. - The consensus EPS estimate has been revised 1.47% higher in the last 30 days, indicating a collective reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that BCE's Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.97%, indicating a likelihood of beating the consensus EPS estimate [12]. - BCE currently holds a Zacks Rank of 2, which further supports the expectation of an earnings beat [12]. Historical Performance - In the last reported quarter, BCE exceeded the expected earnings of $0.44 per share by delivering $0.48, resulting in a surprise of +9.09% [13]. - Over the past four quarters, BCE has beaten consensus EPS estimates two times [14]. Conclusion - While BCE is positioned as a strong candidate for an earnings beat, other factors should also be considered when evaluating the stock ahead of its earnings release [17].

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Becton Dickinson (BDX) despite an expected increase in revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Becton Dickinson is projected to report quarterly earnings of $3.42 per share, reflecting a year-over-year decrease of 2.3%, while revenues are expected to reach $5.48 billion, an increase of 9.9% from the previous year [3]. - The consensus EPS estimate has been revised down by 0.56% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][12]. Earnings Surprise Prediction - The Most Accurate Estimate for Becton Dickinson is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.40%, which complicates the prediction of an earnings beat [12]. - The company currently holds a Zacks Rank of 4, suggesting a less favorable outlook for beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Becton Dickinson exceeded the expected earnings of $3.28 per share by delivering $3.35, resulting in a surprise of +2.13% [13]. - Over the past four quarters, the company has successfully beaten consensus EPS estimates on all occasions [14]. Industry Comparison - McKesson (MCK), a competitor in the medical-dental supplies industry, is expected to report earnings of $8.23 per share, indicating a year-over-year increase of 4.4%, with revenues projected at $96.08 billion, up 21.2% from the previous year [18][19]. - McKesson's consensus EPS estimate has been revised up by 1.1% in the last 30 days, and it has an Earnings ESP of +0.14%, along with a Zacks Rank of 2, suggesting a higher likelihood of beating the consensus EPS estimate [19][20].

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Abacus Life, Inc. (ABL) despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Abacus Life, Inc. is expected to report quarterly earnings of $0.16 per share, reflecting an 11.1% decrease year-over-year [3]. - Revenue projections stand at $42.26 million, indicating a significant increase of 45.3% compared to the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.69% higher in the last 30 days, suggesting a positive reassessment by analysts [4]. - The Most Accurate Estimate for Abacus Life is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.54% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading indicates a higher likelihood of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Abacus Life has a Zacks Rank of 3, which, along with the positive Earnings ESP, suggests a strong possibility of exceeding the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Abacus Life was expected to earn $0.16 per share but achieved $0.18, resulting in a surprise of +12.50% [13]. - The company has successfully beaten consensus EPS estimates in all of the last four quarters [14]. Industry Comparison - F&G Annuities & Life, Inc. is another player in the life insurance sector, expected to report earnings of $0.64 per share, reflecting a year-over-year decline of 41.8% [18]. - F&G's revenue is projected at $1.18 billion, showing a slight increase of 0.9% from the previous year [18]. - The consensus EPS estimate for F&G has been revised 3.7% higher, but with an Earnings ESP of 0% and a Zacks Rank of 4, predicting an earnings beat is challenging [19].

Core Insights - Burford Capital Limited (BUR) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with a consensus EPS estimate of $0.33, reflecting a 37.5% increase compared to the previous year [1][3] - The upcoming earnings report, scheduled for August 7, could influence the stock price significantly depending on whether the actual results meet or exceed expectations [2] Earnings Estimates - Revenues for Burford Capital are projected to be $160.24 million, which is a slight increase of 0.4% from the same quarter last year [3] - The consensus EPS estimate has been revised down by 7.85% over the last 30 days, indicating a more cautious outlook from analysts [4] Earnings Surprise Prediction - The Most Accurate Estimate for Burford Capital is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -17.51%, suggesting a bearish sentiment among analysts [12] - The stock currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12] Historical Performance - In the last reported quarter, Burford Capital was expected to post earnings of $0.30 per share but only achieved $0.14, resulting in a surprise of -53.33% [13] - Over the past four quarters, the company has only surpassed consensus EPS estimates once [14] Comparative Analysis - In contrast, Inter & Co. Inc. (INTR), another player in the financial services industry, is expected to report an EPS of $0.12 for the same quarter, indicating a year-over-year increase of 33.3% with revenues projected at $337 million, up 18.8% [18][19] - Inter & Co. Inc. has a positive Earnings ESP of +5.41% and a Zacks Rank of 3, suggesting a higher likelihood of beating the consensus EPS estimate [19][20]