Core Insights - Sherwin-Williams reported $6.36 billion in revenue for Q3 2025, a 3.2% year-over-year increase, with an EPS of $3.59 compared to $3.37 a year ago, exceeding both revenue and EPS consensus estimates [1][2] Financial Performance - Revenue of $6.36 billion surpassed the Zacks Consensus Estimate of $6.21 billion by 2.37% [1] - EPS of $3.59 exceeded the consensus estimate of $3.46 by 3.76% [1] - The stock has returned -2% over the past month, underperforming the Zacks S&P 500 composite's +3.6% change [3] Segment Performance - Paint Stores Group net new stores increased to 23, above the average estimate of 20 [4] - Total number of Paint Stores Group stores reached 4,834, slightly above the average estimate of 4,831 [4] - Net sales for Paint Stores Group were $3.84 billion, exceeding the average estimate of $3.72 billion, reflecting a year-over-year increase of 5.1% [4] - Consumer Brands Group net sales were $770.1 million, below the average estimate of $740.03 million, showing a year-over-year decline of 2.6% [4] - Performance Coatings Group net sales were $1.75 billion, slightly above the estimated $1.74 billion, with a year-over-year increase of 1.7% [4] - Administrative net sales were $1.3 million, below the average estimate of $1.42 million, representing a significant year-over-year decline of 27.8% [4] Profitability Metrics - Segment profit for Paint Stores Group was $954.3 million, exceeding the average estimate of $934.29 million [4] - Adjusted segment profit for Performance Coatings Group was $294.9 million, below the estimated $309.79 million [4] - Adjusted segment profit for Consumer Brands Group was $179.3 million, above the average estimate of $168.79 million [4]

Core Insights - AbbVie is expected to report Q3 2025 earnings on October 31, with sales estimated at $15.59 billion and earnings per share (EPS) at $1.80, although earnings estimates have declined from $12.02 to $10.81 in the past month [1][4][20] Financial Performance - AbbVie has consistently exceeded earnings expectations in the last four quarters, with an average earnings surprise of 2.46% [2][3] - The company anticipates adjusted earnings between $1.74 and $1.78 per share for Q3 2025, with net revenues around $15.5 billion [6] Product Performance - Sales growth is expected to be driven by newer immunology drugs, Skyrizi and Rinvoq, with consensus estimates for Skyrizi at $4.56 billion and Rinvoq at $2.16 billion [7] - Humira, AbbVie's blockbuster drug, is projected to generate $1.15 billion in sales, facing erosion due to lost patent protection [8] - In oncology, sales of Imbruvica are expected to decline due to competition, while Venclexta sales are anticipated to rise [9][10] - Neuroscience product sales are estimated at $2.74 billion, driven by strong performances from Botox, Vraylar, and new migraine drugs [12][11] - Aesthetics product sales are projected to recover to $1.27 billion, supported by stabilizing demand in the U.S. market [13] Stock Performance and Valuation - AbbVie's stock has increased over 28% this year, outperforming the industry and S&P 500 [15] - The stock is trading at a P/E ratio of 16.60, above the industry average of 15.58 and its five-year mean of 13.27 [18] Strategic Outlook - AbbVie is expected to achieve robust revenue growth in 2025, with a projected high single-digit revenue CAGR through 2029, driven by Skyrizi and Rinvoq [20] - Recent acquisitions and licensing deals have increased near-term expenses, impacting EPS estimates negatively [22][23] - Short-term investors may consider selling due to elevated IPR&D expenses, while long-term investors may remain optimistic about the company's growth potential [24]

Core Viewpoint - Castle Biosciences, Inc. (CSTL) is expected to report a year-over-year decline in earnings and revenues for the quarter ended September 2025, with a consensus outlook indicating a quarterly loss of $0.34 per share and revenues of $71.3 million, down 16.9% from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is anticipated to be released on November 3, and the stock may experience price movement based on whether the actual results exceed or fall short of expectations [2]. - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Castle Biosciences aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [12]. - Despite the Earnings ESP of 0%, the stock holds a Zacks Rank of 1 (Strong Buy), which typically indicates a higher likelihood of an earnings beat [12]. Historical Performance - In the last reported quarter, Castle Biosciences was expected to post a loss of $0.51 per share but instead reported earnings of $0.15, resulting in a surprise of +129.41% [14]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [15]. Industry Context - In the broader Zacks Medical - Biomedical and Genetics industry, Biogen Inc. (BIIB) is expected to report earnings of $3.89 per share for the same quarter, reflecting a year-over-year change of -4.7% and revenues of $2.34 billion, down 5.1% from the previous year [19][20].

Company Overview - Halozyme Therapeutics (HALO) is expected to report a year-over-year increase in earnings, with a projected EPS of $1.62, reflecting a +27.6% change, and revenues of $336.85 million, up 16.1% from the previous year [3][12]. Earnings Expectations - The earnings report is anticipated to be released on November 3, and the stock may rise if the results exceed expectations, while a miss could lead to a decline [2][12]. - The consensus EPS estimate has been revised 0.95% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - Halozyme has an Earnings ESP of +2.53%, suggesting a likelihood of beating the consensus EPS estimate [12]. - The company has a Zacks Rank of 3, which indicates a hold position, but the combination with a positive Earnings ESP suggests a potential earnings beat [12][10]. Historical Performance - In the last reported quarter, Halozyme exceeded the expected EPS of $1.23 by delivering $1.54, resulting in a surprise of +25.20% [13]. - Over the past four quarters, Halozyme has consistently beaten consensus EPS estimates [14]. Industry Context - In comparison, Bristol Myers Squibb (BMY) is expected to report a decline in earnings, with an EPS of $1.51, down 16.1% year-over-year, and revenues of $11.83 billion, a slight decrease of 0.5% [19]. - Bristol Myers has a negative Earnings ESP of -1.03%, making it challenging to predict an earnings beat, despite having beaten estimates in the previous four quarters [20].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for TG Therapeutics, with a focus on how actual results compare to estimates, which could significantly impact stock price [1][2]. Earnings Expectations - TG Therapeutics is expected to report quarterly earnings of $0.24 per share, reflecting a year-over-year increase of +1100% [3]. - Revenues are projected to be $150.66 million, representing a 79.6% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 5.81% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][12]. - The Most Accurate Estimate for TG Therapeutics is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -17.36% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with a strong predictive power for positive readings [9][10]. - TG Therapeutics currently holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [12]. Historical Performance - In the last reported quarter, TG Therapeutics was expected to post earnings of $0.32 per share but only achieved $0.17, resulting in a surprise of -46.88% [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Industry Comparison - Kymera Therapeutics, another player in the biomedical and genetics industry, is expected to report a loss of $0.72 per share, with revenues projected at $26.57 million, up 610.4% year-over-year [18][19]. - Kymera's consensus EPS estimate has been revised up by 0.7% over the last 30 days, but it also has a negative Earnings ESP of -25.87% [19][20].

Core Viewpoint - The market anticipates QuinStreet (QNST) to report flat earnings of $0.22 per share for the quarter ended September 2025, with revenues expected to rise slightly by 0.3% to $279.96 million compared to the previous year [3][12]. Earnings Expectations - The earnings report is crucial as it may influence the stock price significantly, depending on whether the actual results exceed or fall short of expectations [2][12]. - A positive Earnings ESP of +4.55% indicates that analysts have recently become more optimistic about QuinStreet's earnings prospects, suggesting a likelihood of beating the consensus EPS estimate [12]. Estimate Revisions - The consensus EPS estimate has been revised 3.03% higher in the last 30 days, reflecting a collective reassessment by covering analysts [4]. - The Most Accurate Estimate is higher than the Zacks Consensus Estimate, indicating a bullish sentiment among analysts [12]. Historical Performance - In the last reported quarter, QuinStreet was expected to post earnings of $0.26 per share but delivered only $0.25, resulting in a surprise of -3.85% [13]. - Over the past four quarters, QuinStreet has only beaten consensus EPS estimates once [14]. Predictive Indicators - A positive Earnings ESP combined with a Zacks Rank of 2 (Buy) enhances the likelihood of an earnings beat, with historical data showing a nearly 70% success rate for such combinations [10]. - The predictive power of the Earnings ESP is significant primarily for positive readings, while negative readings do not reliably indicate an earnings miss [9][11]. Conclusion - QuinStreet is viewed as a compelling candidate for an earnings beat, but investors should consider other factors that may influence stock performance beyond just the earnings report [15][17].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for ONE Gas, driven by higher revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - ONE Gas is expected to report quarterly earnings of $0.44 per share, reflecting a year-over-year increase of 29.4% [3]. - Revenue projections stand at $382.7 million, marking a 12.4% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 11.42% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - A positive Earnings ESP of +0.38% suggests analysts are optimistic about ONE Gas's earnings prospects [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. - ONE Gas currently holds a Zacks Rank of 2, enhancing the likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, ONE Gas met the expected earnings of $0.53 per share, resulting in no surprise [13]. - Over the past four quarters, the company has exceeded consensus EPS estimates twice [14]. Conclusion - ONE Gas is positioned as a compelling candidate for an earnings beat, but investors should consider additional factors before making investment decisions [17].

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Pinnacle West (PNW) due to lower revenues, with a focus on how actual results compare to estimates to influence stock price [1][2]. Earnings Expectations - Pinnacle West is expected to report quarterly earnings of $3.04 per share, reflecting a year-over-year decrease of 9.8%, and revenues of $1.73 billion, down 2.2% from the previous year [3]. - The earnings report is scheduled for November 3, and better-than-expected results could lead to a stock price increase, while missing estimates may result in a decline [2]. Estimate Revisions - The consensus EPS estimate has been revised down by 122.22% over the last 30 days, indicating a significant reassessment by analysts [4]. - The Most Accurate Estimate for Pinnacle West matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, which complicates predictions of an earnings beat [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank of 1, 2, or 3 [10]. - Pinnacle West currently holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [12]. Historical Performance - In the last reported quarter, Pinnacle West met the expected earnings of $1.58 per share, resulting in no surprise [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Industry Comparison - Xcel Energy (XEL), another player in the Electric Power industry, is expected to post earnings of $1.31 per share, indicating a year-over-year increase of 4.8%, with revenues projected at $3.94 billion, up 8.1% [18]. - Xcel Energy's consensus EPS estimate has been revised down by 3.5% over the last 30 days, but it currently has an Earnings ESP of +0.38%, suggesting a likelihood of beating the consensus EPS estimate [19][20].

Core Viewpoint - New Gold (NGD) is expected to report its third-quarter 2025 results on October 28, with earnings per share estimated at 17 cents, reflecting a 112.5% increase from the previous year's earnings of 8 cents [1][6]. Earnings Performance - New Gold has consistently exceeded the Zacks Consensus Estimate in the last four quarters, achieving an average earnings surprise of 56.7% [2][4]. - The earnings surprise history shows reported earnings of 11 cents, 2 cents, 7 cents, and 8 cents for the last four quarters, with respective estimates of 10 cents, 1 cent, 6 cents, and 4 cents [3]. Earnings Prediction Model - The current Earnings ESP for New Gold is 0.00%, and it holds a Zacks Rank of 3 (Hold), indicating uncertainty regarding an earnings beat this quarter [4][5]. Market Conditions - Gold prices averaged around $3,500 per ounce in Q3 2025, a 41% year-over-year increase, driven by U.S. trade uncertainties and strong central bank demand [7]. - Copper prices also saw a 15% year-over-year increase, contributing positively to New Gold's expected performance [7]. Production Outlook - New Gold projects consolidated gold production for 2025 to be between 325,000 and 365,000 ounces, a 16% increase year-over-year [8]. - In the first half of 2025, the company produced 130,781 ounces, which is 6% lower than the previous year's production of 139,496 ounces [9]. - Q3 production is expected to range between 97,110 and 117,109 ounces, indicating a growth of 24-49% compared to 78,369 ounces produced in Q3 2024 [10]. Mine-Specific Production - Rainy River's gold production is projected at 265,000 to 295,000 ounces for 2025, with an expected output of 84,744 to 99,744 ounces in Q3, reflecting a 37-61% increase from 61,892 ounces in Q3 2024 [11]. - New Afton is expected to produce 60,000 to 70,000 ounces in 2025, with Q3 production anticipated at 12,365 to 17,365 ounces [13]. Cost Expectations - All-in sustaining costs (AISC) are projected to be between $1,025 and $1,125 per ounce in 2025, a 17% decrease at the midpoint due to higher production and lower operating costs [14]. - Total cash costs per gold ounce sold are expected to be in the range of $600 to $700, with costs decreasing throughout 2025 [15]. Stock Performance - New Gold's stock has increased by 160.5% year-to-date, outperforming the industry average growth of 115% [16].

Core Insights - Comfort Systems USA Inc. stock surged 18% following the release of third-quarter earnings that significantly exceeded analysts' expectations [1] Financial Performance - The company's third-quarter earnings report showcased a substantial increase in revenue and profits, surpassing market forecasts [1] Market Reaction - The stock price increase of 18% indicates strong investor confidence and positive market sentiment towards the company's performance [1]