Core Viewpoint - Builders FirstSource, Inc. (BLDR) is expected to report second-quarter 2025 results on July 31, with anticipated declines in both earnings and net sales due to ongoing challenges in the housing market and margin pressures [1][5][9]. Financial Performance - In the last reported quarter, BLDR's adjusted earnings per share (EPS) exceeded the Zacks Consensus Estimate by 0.7%, while net sales fell short by 0.8%. Year-over-year, net sales and EPS decreased by 6% and 43%, respectively [1][2]. - The Zacks Consensus Estimate for BLDR's second-quarter EPS has increased to $2.35 from $2.33, reflecting a 32.9% decline from $3.50 in the same quarter last year. Net sales are projected at $4.24 billion, down 4.9% from $4.46 billion reported a year ago [3][9]. Sales and Market Conditions - The anticipated decline in net sales is attributed to significant decreases in the multi-family and single-family customer segments, along with reduced sales volume in manufactured products and windows, doors, and millwork categories [4][5]. - The housing market remains soft due to high mortgage rates and inflationary pressures, which are expected to negatively impact BLDR's top-line results. The company forecasts net sales between $4.1 billion and $4.4 billion for the quarter, down from $4.5 billion a year ago [5][6]. Earnings Outlook - BLDR's bottom line is expected to decline year-over-year due to margin normalization in single-family and multi-family segments, alongside a challenging housing starts environment. Reduced operating leverage and ongoing pressures in commodity product categories are also anticipated to affect margins [7][9]. - The company expects adjusted EBITDA to range from $475 million to $525 million, a decrease from $669.7 million reported in the previous year, with tariff cost impacts contributing to the headwinds [8][9]. Earnings Prediction Model - The current model does not predict an earnings beat for BLDR, as it has an Earnings ESP of -2.07% and a Zacks Rank of 3, indicating a neutral outlook [10][11].

Core Viewpoint - Masco Corporation is expected to report its second-quarter 2025 results on July 31, with anticipated declines in both adjusted earnings and net sales compared to the previous year, influenced by various segment performances and external cost pressures [1][2][7]. Financial Performance - In the last reported quarter, Masco's adjusted earnings and net sales missed the Zacks Consensus Estimate by 5.4% and 1.9%, respectively, with year-over-year declines of 6.5% and 6% [1]. - The Zacks Consensus Estimate for adjusted EPS has increased to $1.08 from $1.07 over the past 30 days, indicating a 10% decline from the year-ago EPS of $1.20. The consensus estimate for net sales is pegged at $2 billion, reflecting a 4.1% decline from the prior-year quarter's figure of $2.09 billion [2]. Sales Trends - The top line is expected to decline year over year due to reduced contributions from the Decorative Architectural Products segment, which accounted for 34.3% of total net sales in Q1 2025, impacted by lower sales volume and the divestiture of the Kichler business [3]. - The Plumbing Products segment, which accounted for 65.8% of total net sales in Q1 2025, is anticipated to support the top line with higher net selling prices, despite an unfavorable sales mix [4]. Segment Performance - The Plumbing Products segment's net sales are expected to increase by 1.3% year over year to $1.27 billion, while the Decorative Architectural Products segment's net sales are projected to decline by 12% year over year to $737.4 million [5]. - Geographically, net sales in North America are expected to decline by 5.7% year over year to $1.6 billion, while international net sales are anticipated to increase by 2.5% year over year to $406.9 million [6]. Margin Analysis - The company's bottom line is likely to decline year over year due to a higher cost structure and adverse impacts from tariffs, including incremental China tariffs and increased annual expenses from tariffs on steel and aluminum [7]. - Higher commodity costs, increased marketing costs, and an unfavorable sales mix from the Plumbing Products segment are expected to contribute to the decline in the bottom line [9]. Earnings Expectations - Masco has a positive Earnings ESP of +2.61%, indicating a potential earnings beat despite soft volume and rising input costs [8][10]. - The company currently holds a Zacks Rank of 3, suggesting a neutral outlook [11].

Company Overview - Leidos (LDOS) is expected to report flat earnings of $2.63 per share for the quarter ended June 2025, with revenues projected at $4.23 billion, reflecting a 2.4% increase year-over-year [3][12] - The consensus EPS estimate has been revised down by 0.76% over the last 30 days, indicating a reassessment by analysts [4] Earnings Expectations - The earnings report is anticipated to be released on August 5, and the stock may rise if actual results exceed expectations, while a miss could lead to a decline [2] - Leidos has an Earnings ESP of +1.46%, suggesting a likelihood of beating the consensus EPS estimate, supported by a Zacks Rank of 2 (Buy) [12][10] Historical Performance - In the last reported quarter, Leidos exceeded the expected earnings of $2.47 per share by delivering $2.97, resulting in a surprise of +20.24% [13] - The company has consistently beaten consensus EPS estimates in the last four quarters [14] Industry Context - DXC Technology, another player in the IT services industry, is expected to report a decline in earnings per share to $0.64, a year-over-year decrease of -13.5%, with revenues projected at $3.07 billion, down 5.2% [18][19] - DXC Technology has an Earnings ESP of -3.13% and a Zacks Rank of 2 (Buy), making it challenging to predict a beat on the consensus EPS estimate [20]

Group 1 - Wall Street anticipates a year-over-year decline in earnings for LCI, with expected earnings of $2.22 per share, reflecting a -7.5% change, while revenues are projected to be $1.08 billion, up 2.2% from the previous year [3][12] - The upcoming earnings report is scheduled for August 5, and the stock may rise if actual results exceed expectations, while a miss could lead to a decline [2][12] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4] Group 2 - LCI's Earnings ESP is +4.62%, suggesting a positive outlook for earnings, as the Most Accurate Estimate is higher than the Zacks Consensus Estimate [12] - The company has a history of beating consensus EPS estimates, having surpassed expectations in the last four quarters, including a +41.29% surprise in the last reported quarter [13][14] - The Zacks Rank for LCI is 3, indicating a hold position, which combined with a positive Earnings ESP suggests a likelihood of beating the consensus EPS estimate [12][19] Group 3 - In the automotive industry, Magna is expected to report earnings of $1.19 per share, reflecting an -11.9% year-over-year change, with revenues projected at $10.41 billion, down 5% from the previous year [18] - Magna's consensus EPS estimate has been revised 3.1% higher in the last 30 days, resulting in an Earnings ESP of +5.04%, indicating a potential to beat the consensus EPS estimate [19]

Company Overview - Onity Group (ONIT) is expected to report a year-over-year decline in earnings despite higher revenues for the quarter ended June 2025, with a consensus outlook indicating a significant impact on its near-term stock price based on actual results compared to estimates [1][2] Earnings Expectations - The upcoming earnings report is anticipated to be released on August 5, with expectations that better-than-expected key numbers could lead to a stock price increase, while missing expectations may result in a decline [2] - The consensus estimate for Onity's quarterly earnings is $2.08 per share, reflecting a year-over-year decrease of 48.9%, while revenues are projected to be $263.75 million, representing a 7% increase from the previous year [3] Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 6.96%, indicating a reassessment by analysts regarding the company's earnings prospects [4] - The Most Accurate Estimate for Onity is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.65%, which suggests a bearish outlook from analysts [11] Earnings Surprise History - In the last reported quarter, Onity had an expected EPS of $1.79 but delivered $2.84, resulting in a positive surprise of 58.66% [12] - Over the past four quarters, Onity has beaten consensus EPS estimates three times, indicating some historical resilience [13] Industry Context - Rocket Companies (RKT), another player in the Zacks Financial - Mortgage & Related Services industry, is expected to report earnings of $0.03 per share for the same quarter, reflecting a year-over-year decline of 50%, with revenues projected at $1.25 billion, down 3.6% [17][18] - The consensus EPS estimate for Rocket Companies has been revised down by 9.1% over the last 30 days, and it currently has an Earnings ESP of -27.27%, combined with a Zacks Rank of 4 (Sell), making it difficult to predict an earnings beat [18][19]

Company Overview - Par Petroleum (PARR) is expected to report a year-over-year increase in earnings of +51% with an EPS of $0.74, despite a revenue decline of 19.9% to $1.62 billion for the quarter ended June 2025 [3][12] - The consensus EPS estimate has been revised 42.03% higher over the last 30 days, indicating a positive reassessment by analysts [4] Earnings Expectations - The upcoming earnings report is anticipated to be released on August 5, with stock movement likely depending on whether actual results exceed or fall short of expectations [2][12] - A positive Earnings ESP reading is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank of 1, 2, or 3 [10] Historical Performance - Par Petroleum has beaten consensus EPS estimates three out of the last four quarters, although it recently reported a loss of -$0.94 per share against an expected loss of -$0.77, resulting in a surprise of -22.08% [13][14] Industry Context - HF Sinclair (DINO), another player in the oil and gas refining and marketing industry, is expected to report an EPS of $1.09, reflecting a year-over-year change of +39.7%, with revenues projected at $7.2 billion, down 8.2% [18][19] - Similar to Par Petroleum, HF Sinclair has an Earnings ESP of 0% and a Zacks Rank of 3, making it difficult to predict an earnings beat [20]

Core Viewpoint - Paylocity (PCTY) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended June 2025, with the consensus outlook indicating a significant factor that could influence its near-term stock price [1][2]. Financial Expectations - The upcoming earnings report is expected to show quarterly earnings of $1.38 per share, reflecting a year-over-year decrease of 6.8%, while revenues are projected to reach $388.7 million, an increase of 8.8% from the previous year [3]. - The consensus EPS estimate has been revised 1.84% higher in the last 30 days, indicating a reassessment by analysts regarding the company's earnings prospects [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates a positive Earnings ESP of +4.45% for Paylocity, suggesting that analysts have recently become more optimistic about the company's earnings [12]. - However, the stock holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Paylocity exceeded the expected earnings of $2.09 per share by delivering $2.43, resulting in a surprise of +16.27% [13]. - Over the past four quarters, the company has consistently beaten consensus EPS estimates [14]. Industry Comparison - Palantir Technologies Inc. (PLTR), another player in the Zacks Internet - Software industry, is expected to report earnings per share of $0.14 for the same quarter, marking a year-over-year increase of 55.6%, with revenues projected at $938.33 million, up 38.4% from the previous year [18][19].

Core Viewpoint - National CineMedia (NCMI) is expected to report a year-over-year decline in earnings despite higher revenues for the quarter ended June 2025, with a consensus outlook indicating a loss of $0.10 per share, reflecting an 11.1% decrease from the previous year, while revenues are projected to be $56.37 million, up 3.1% year-over-year [1][3]. Earnings Expectations - The upcoming earnings report is anticipated to be released on August 5, and the stock price may increase if the actual results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 13.33% higher in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative Earnings ESP reading indicates the likely deviation of actual earnings from the consensus estimate, with a positive reading being a strong predictor of an earnings beat [8][10]. - For National CineMedia, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -5.00%, combined with a Zacks Rank of 5, making it difficult to predict an earnings beat [12]. Historical Performance - In the last reported quarter, National CineMedia was expected to post a loss of $0.20 per share but actually reported a loss of $0.24, resulting in a surprise of -20.00% [13]. - Over the last four quarters, the company has only beaten consensus EPS estimates once [14]. Industry Comparison - Stagwell (STGW), another player in the advertising and marketing industry, is expected to report earnings per share of $0.18 for the same quarter, reflecting a year-over-year increase of 28.6%, with revenues projected at $697.25 million, up 3.9% [18][19]. - Stagwell's consensus EPS estimate has remained unchanged over the last 30 days, but it has an Earnings ESP of -14.29%, indicating challenges in predicting an earnings beat [20].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Portillo's Inc. driven by higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Portillo's Inc. is expected to report quarterly earnings of $0.12 per share, reflecting a +20% year-over-year change, with revenues projected at $195.3 million, a 7.4% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 5.56% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +10.64% for Portillo's Inc., suggesting analysts are optimistic about the company's earnings prospects [12]. Historical Performance - In the last reported quarter, Portillo's Inc. exceeded the expected earnings of $0.04 per share by delivering $0.05, resulting in a +25% surprise. The company has beaten consensus EPS estimates three out of the last four quarters [13][14]. Investment Considerations - While a positive earnings surprise is a strong indicator of potential stock price movement, other factors may also influence the stock's performance post-earnings release [15][17].

Core Viewpoint - Rivian Automotive (RIVN) is expected to report a year-over-year increase in earnings driven by higher revenues, with a consensus outlook indicating a quarterly loss of $0.65 per share and revenues of $1.26 billion, reflecting a 9% increase from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is anticipated to be released on August 5, and the stock may rise if the actual results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 2.26% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - Rivian Automotive has an Earnings ESP of +8.53%, suggesting a likelihood of beating the consensus EPS estimate, although it currently holds a Zacks Rank of 3 [11]. - The Most Accurate Estimate for Rivian is higher than the Zacks Consensus Estimate, indicating a bullish sentiment among analysts regarding the company's earnings prospects [11]. Historical Performance - In the last reported quarter, Rivian was expected to post a loss of $0.80 per share but actually reported a loss of -$0.41, resulting in a positive surprise of +48.75% [12]. - Over the past four quarters, Rivian has beaten consensus EPS estimates two times [13]. Conclusion - Rivian Automotive is viewed as a compelling candidate for an earnings beat, but investors should consider other factors influencing stock performance beyond just earnings results [16].