Core Insights - Analysts project that Paypal (PYPL) will announce quarterly earnings of $1.30 per share, reflecting a year-over-year increase of 9.2% [1] - Revenues are expected to reach $8.1 billion, marking a 2.7% increase from the same quarter last year [1] - The consensus EPS estimate has been adjusted downward by 0.4% over the past 30 days, indicating a reassessment by covering analysts [1] Revenue and Key Metrics - Revenues from other value-added services are projected to be $766.91 million, representing a year-over-year change of +4.8% [4] - Estimated transaction revenues are expected to be $7.31 billion, showing a +2.1% change from the year-ago quarter [4] - The transaction margin is projected to reach 46.7%, up from 45.8% in the previous year [4] Total Payment Volume and Active Accounts - The consensus estimate for Total Payment Volume (TPV) stands at $434.45 billion, compared to $416.81 billion a year ago [5] - Analysts suggest that active accounts will likely reach 438, up from 429 in the same quarter last year [5] - The average prediction for the number of payment transactions is 6,722, an increase from 6,580 reported in the same quarter last year [5] Stock Performance - Over the past month, Paypal shares have recorded returns of +4.9%, compared to the Zacks S&P 500 composite's +5.7% change [6] - Based on its Zacks Rank 2 (Buy), Paypal is expected to outperform the overall market in the upcoming period [6]

Core Insights - Astrazeneca (AZN) is expected to report quarterly earnings of $1.09 per share, a 10.1% increase year-over-year, with revenues projected at $14.03 billion, reflecting an 8.4% year-over-year growth [1] Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating analysts' reassessment of their initial projections [1][2] - Changes in earnings estimates are crucial for predicting investor reactions to the stock [2] Key Metrics Projections - Analysts estimate 'BioPharmaceuticals- R&I- Symbicort- World' at $725.73 million, a year-over-year change of +0.5% [4] - 'BioPharmaceuticals- R&I- Pulmicort- World' is projected at $131.45 million, indicating a -15.2% change [4] - 'BioPharmaceuticals- CVRM- Crestor- World' is expected to reach $304.96 million, a +4.4% change [5] - 'BioPharmaceuticals- CVRM- Seloken/Toprol-XL- World' is estimated at $140.68 million, reflecting a -6.2% change [5] - 'Oncology- Zoladex- U.S.' is projected at $5.51 million, a +10.1% change [6] - 'Oncology- Tagrisso- U.S.' is expected to reach $719.97 million, indicating a +9.4% change [7] - 'Oncology- Imfinzi- U.S.' is forecasted at $753.20 million, a +21.5% change [8] Stock Performance - Astrazeneca shares have increased by 4.8% in the past month, compared to the Zacks S&P 500 composite's 5.7% increase [8]

Core Viewpoint - Norfolk Southern (NSC) is expected to report quarterly earnings of $3.26 per share, a 6.5% increase year-over-year, with revenues projected at $3.13 billion, reflecting a 2.9% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 2.2% over the past 30 days, indicating a reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock performance [3]. Revenue Projections - Analysts estimate 'Railway operating revenues - Merchandise - Agriculture, forest and consumer products' will reach $643.81 million, a year-over-year increase of 3.5% [5]. - 'Railway operating revenues - Coal' is expected to be $396.48 million, showing a slight decline of 0.4% [5]. - 'Railway operating revenues - Merchandise - Chemicals' is projected at $549.39 million, reflecting a 3.3% increase [6]. - 'Railway operating revenues - Intermodal' is forecasted to reach $765.09 million, indicating a 3.1% increase [6]. Volume Estimates - Total carloads (units) are expected to reach 1.81 million, up from 1.74 million year-over-year [7]. - Coal carloads are estimated at 176.35 thousand, compared to 162.90 thousand from the previous year [7]. - The 'Railway Operating Ratio' is projected to be 62.5%, slightly improving from 62.8% year-over-year [7]. Specific Merchandise Volume - 'Carloads (Units) - Volume - Merchandise - Agriculture, forest and consumer products' is estimated at 185.49 thousand, up from 181.20 thousand [8]. - 'Carloads (Units) - Volume - Merchandise - Automotive' is projected at 99.12 thousand, compared to 97.20 thousand last year [8]. - 'Carloads (Units) - Volume - Merchandise - Metals and construction' is expected to be 170.11 thousand, up from 167.90 thousand [9]. - 'Carloads (Units) - Volume - Merchandise - Chemicals' is estimated at 132.78 thousand, compared to 130.10 thousand last year [9]. Revenue per Carload - Revenue per carload (unit) for Intermodal is forecasted to be $735.20, slightly down from $739.00 in the same quarter last year [10]. Stock Performance - Norfolk Southern shares have increased by 9.8% over the past month, outperforming the Zacks S&P 500 composite, which rose by 5.7% [11].

Group 1: Earnings and Revenue Forecasts - Booking Holdings (BKNG) is expected to report quarterly earnings of $50.46 per share, reflecting a 20.4% increase year over year [1] - Analysts forecast revenues of $6.56 billion, indicating an 11.9% year-over-year growth [1] - The consensus EPS estimate has been adjusted upward by 0.4% over the past 30 days, showing analysts' reassessment of projections [1] Group 2: Key Revenue Metrics - 'Revenues- Agency' is expected to be $2.03 billion, a decrease of 5.4% from the prior-year quarter [3] - 'Revenues- Advertising and Other Revenues' is projected to reach $282.45 million, an increase of 5% year over year [4] - 'Revenues- Merchant' is anticipated to be $4.25 billion, reflecting a 23.3% increase compared to the previous year [4] Group 3: Gross Bookings and Units Sold - Total 'Gross Bookings' is projected at $46.23 billion, up from $41.40 billion year over year [4] - 'Gross Bookings - Agency' is expected to be $14.62 billion, down from $15.60 billion in the prior year [5] - 'Units Sold - Room Nights' is forecasted to reach 300.87 million, compared to 287.00 million in the same quarter last year [6] Group 4: Market Performance - Over the past month, shares of Booking Holdings have returned +4.6%, while the Zacks S&P 500 composite has changed +5.7% [7] - BKNG currently holds a Zacks Rank 1 (Strong Buy), suggesting potential outperformance in the near future [7]

Core Viewpoint - Analysts project that Republic Services (RSG) will report quarterly earnings of $1.75 per share, reflecting an 8.7% year-over-year increase, with revenues expected to reach $4.27 billion, a 5.4% increase from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.6% lower over the last 30 days, indicating a reevaluation of initial estimates 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 Projections - Analysts forecast 'Revenue- Environmental solutions, net' to reach $508.67 million, indicating a 7.6% increase year-over-year [5]. - 'Revenue- Collection- Total' is expected to be $2.88 billion, reflecting a 5.8% year-over-year change [5]. - The estimate for 'Revenue- Collection- Small-container' stands at $1.28 billion, suggesting a 6.7% increase year-over-year [5]. - 'Revenue- Collection- Large-container' is projected at $810.03 million, indicating a 5.2% year-over-year change [6]. - 'Revenue- Other- Other non-core' is expected to reach $100.75 million, reflecting a 4.2% increase from the prior-year quarter [6]. - 'Revenue- Collection- Residential' is estimated at $771.05 million, indicating a 5.1% year-over-year change [7]. - 'Revenue- Transfer' is projected at $479.38 million, reflecting a 4.7% increase from the prior-year quarter [7]. - 'Revenue- Landfill' is expected to reach $801.10 million, indicating a 5.2% year-over-year change [7]. - 'Revenue- Other- Recycling processing and commodity sales' is projected at $107.31 million, suggesting a slight decrease of 0.2% from the year-ago quarter [8]. - The average prediction for 'Revenue- Environmental solutions' is $504.62 million, indicating a 3.1% increase from the prior-year quarter [8]. - 'Revenue- Collection- Other' is expected to reach $18.78 million, reflecting a 2.6% year-over-year change [8]. Average Yield - Analysts suggest that 'Average yield' will likely reach 3.8%, down from 5.5% reported in the same quarter last year [9]. Stock Performance - Republic Services shares have seen a change of -0.3% in the past month, contrasting with the Zacks S&P 500 composite's +5.7% move, indicating a potential underperformance relative to the market [9].

Core Viewpoint - Analysts project that United Parcel Service (UPS) will report quarterly earnings of $1.56 per share, reflecting a year-over-year decline of 12.9%, with revenues expected to reach $20.85 billion, down 4.4% from the same quarter last year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been revised downward by 1.5%, indicating a collective reassessment by analysts of their initial forecasts [2]. - Revisions to earnings projections are crucial for predicting investor behavior regarding the stock, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price performance [3]. Revenue Projections - Analysts forecast 'Revenue- Supply Chain Solutions' to be $2.78 billion, indicating a year-over-year decline of 16.4% [5]. - The 'Revenue- International Package' is expected to be $4.25 billion, reflecting a decrease of 2.9% year-over-year [5]. - The consensus estimate for 'Revenue- U.S. Domestic Package' stands at $13.83 billion, showing a decline of 2.1% from the prior-year quarter [5]. Key Metrics - 'Revenue- International Package- Cargo and other' is projected to be $164.91 million, representing a year-over-year increase of 1.2% [6]. - The 'Average revenue per piece - International Package - Total' is expected to be $20.58, down from $21.42 in the same quarter last year [6]. - 'Average daily package volume - International Package - Export' is estimated at 1.60 million, slightly up from 1.58 million a year ago [7]. - 'Average daily package volume - International Package - Domestic' is projected to remain at 1.49 million, consistent with the previous year's figure [7]. - 'Average revenue per piece - U.S. Domestic Package - Ground' is expected to reach $11.47, compared to $10.92 a year ago [8]. - The 'Average revenue per piece - U.S. Domestic Package - Total' is projected at $13.15, up from $12.35 in the same quarter last year [8]. - 'Average revenue per piece - International Package - Domestic' is expected to be $8.02, slightly down from $8.10 a year ago [9]. - The 'Average revenue per piece - International Package - Export' is projected at $32.34, down from $33.90 in the same quarter last year [9]. - The average prediction for 'Average daily package volume - International Package - Total' is 3.09 million, compared to 3.07 million in the same quarter last year [10]. Stock Performance - Over the past month, UPS shares have returned +4.2%, while the Zacks S&P 500 composite has changed by +5.7% [11]. - UPS currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the overall market in the near future [11].

Core Viewpoint - Analysts forecast a decline in American Tower's quarterly earnings and revenues, with EPS expected at $2.60, down 6.8% year-over-year, and revenues projected at $2.59 billion, down 10.9% from the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.5% higher in the last 30 days, indicating a collective reevaluation by analysts [2]. - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Estimates - Analysts predict 'Total operating revenues - Data Centers' at $257.71 million, reflecting an 11.6% increase year-over-year [5]. - 'Total operating revenues - Services' is expected to reach $74.89 million, indicating a substantial increase of 59.3% from the prior year [5]. - 'Total operating revenues - Total Property' is projected at $2.50 billion, showing a decrease of 12.4% compared to the previous year [5]. Geographic Revenue Estimates - 'Geographic Revenues - Total International' is estimated at $942.78 million, down 27.9% year-over-year [6]. - 'Geographic Revenues - U.S. & Canada' is expected to be $1.30 billion, reflecting a slight decline of 1.2% [6]. - 'Geographic Revenues - Europe' is projected at $224.06 million, indicating a 10.4% increase from the prior year [6]. - 'Geographic Revenues - Latin America' is forecasted to reach $398.55 million, down 11.2% from the previous year [7]. Tenant Billings Growth - 'Organic Tenant Billings Growth - Total International' is expected at 5.8%, slightly up from 5.5% in the same quarter last year [8]. - 'Organic Tenant Billings Growth - U.S. & Canada' is projected at 3.7%, down from 5.1% year-over-year [8]. Ending Balance Estimates - 'U.S. & Canada - Ending Balance' is estimated at 41,824, down from 42,124 year-over-year [7]. - The total ending balance is projected to be 174,228, compared to 222,415 in the previous year [7]. - 'International - Ending Balance' is expected to be 107,433, down from 180,291 year-over-year [9]. Stock Performance - American Tower shares have returned +4.5% over the past month, compared to the S&P 500 composite's +5.7% change [9]. - With a Zacks Rank 2 (Buy), American Tower is expected to outperform the overall market in the near future [10].

RTX stock is expensive when valued on earnings. Valued on free cash flow... it's even more expensive. A funny thing happened to RTX Corporation (RTX 4.81%) yesterday -- meaning funny-strange. RTX reported 9% sales growth in its fiscal second-quarter earnings report, and beat analyst forecasts with $1.56 per share earned on revenue of $21.6 billion. Is RTX stock a buy? Call me a cynic, but I just don't see things that way. Beyond guidance, when I look at RTX stock, I see a defense company earning $6.1 billio ...

Core Viewpoint - Charter Communications (CHTR) is expected to report quarterly earnings of $10.05 per share, reflecting an 18.4% year-over-year increase, with revenues projected at $13.76 billion, a 0.5% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised down by 0.1% in the last 30 days, indicating a reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenues- Residential- Total' to be $10.79 billion, indicating a year-over-year change of +0.3% [4]. - 'Revenues- Residential- Video' is projected to reach $3.58 billion, reflecting a -7.5% change from the previous year [5]. - 'Revenues- Advertising sales' are expected to be $351.44 million, down by -11.5% year-over-year [5]. - 'Revenues- Residential- Mobile service' is forecasted at $969.73 million, showing a significant increase of +31.6% year-over-year [5]. Customer Metrics - Total Mobile Lines are estimated at 10.91 million, up from 8.81 million in the same quarter last year [5]. - Total Mobile Lines - Net Additions are predicted at 515.47 thousand, compared to 557.00 thousand in the previous year [6]. - Total Video Customers are expected to be 12.48 million, down from 13.31 million year-over-year [6]. - Total Internet Customers are projected at 29.93 million, a decrease from 30.37 million in the previous year [7]. - Total Voice Customers are expected to reach 6.35 million, down from 7.45 million year-over-year [7]. - Estimated Passings stand at 57.54 million, slightly down from 57.77 million [8]. - Residential - Customer Relationships are expected to be 29.07 million, compared to 29.62 million in the same quarter last year [8]. Stock Performance - Over the past month, Charter's shares have returned -0.9%, while the Zacks S&P 500 composite has increased by +5.9% [8].

Core Viewpoint - Analysts expect FMC Technologies (FTI) to report quarterly earnings of $0.57 per share, reflecting a year-over-year increase of 32.6%, with revenues projected at $2.49 billion, up 6.9% from the previous year [1] Earnings Projections - The consensus EPS estimate has been revised downward by 0.4% in the last 30 days, indicating a reassessment by covering analysts [1][2] Revenue Estimates - Revenue from Surface Technologies is expected to reach $313.91 million, a decrease of 0.8% year-over-year [4] - Revenue from Subsea Technologies is projected at $2.17 billion, indicating an increase of 8% [4] - Revenue from Lease is estimated at $64.65 million, reflecting an increase of 8.3% [4] - Revenue from Product is expected to be $885.48 million, showing a growth of 2.9% [5] - Revenue from Service is projected at $1.53 billion, indicating a year-over-year increase of 9.1% [5] Order Backlog and Inbound Orders - Order Backlog for Subsea Technologies is expected to reach $15.25 billion, up from $12.93 billion year-over-year [6] - Total Order Backlog is projected at $16.10 billion, compared to $13.90 billion in the same quarter last year [6] - Order Backlog for Surface Technologies is estimated at $870.52 million, down from $972.90 million year-over-year [7] - Inbound Orders for Subsea Technologies are expected to be $2.49 billion, compared to $2.84 billion last year [5] - Inbound Orders for Surface Technologies are projected at $287.21 million, up from $254.20 million year-over-year [7] - Total Inbound Orders are estimated at $2.76 billion, down from $3.09 billion last year [7] Adjusted EBITDA - Adjusted EBITDA for Subsea is expected to reach $452.54 million, compared to $356.50 million in the previous year [8] Stock Performance - Shares of FMC Technologies have decreased by 5.7% over the past month, contrasting with a 5.9% increase in the Zacks S&P 500 composite [8]