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Will Higher Costs Impact AON's Q4 Earnings? Key Insights Here
ZACKS· 2026-01-28 16:20
Core Insights - Aon plc is scheduled to report its fourth-quarter 2025 results on January 30, 2026, with earnings estimated at $4.76 per share and revenues at $4.38 billion [1][5] Financial Performance - The fourth-quarter earnings estimate reflects a year-over-year increase of 7.7%, while the revenue estimate indicates a growth of 5.5% compared to the previous year [2] - For the full year 2025, Aon's revenue is projected at $17.26 billion, representing a 9.9% year-over-year increase, and earnings per share are expected to be $16.96, indicating an 8.7% growth [3] Earnings History - Aon has beaten the consensus estimate in three of the last four quarters, with an average surprise of 1.6% [3] - The reported earnings for the last four quarters were as follows: $3.05, $3.49, $5.67, and $4.42, with an average surprise of 1.58% [4] Revenue Growth by Segment - The Commercial Risk Solutions segment is expected to see a revenue growth of 6.2% year-over-year, while the Health Solutions segment is projected to grow by 7.1% [9][10] - The Reinsurance Solutions segment is estimated to grow by 5.8%, benefiting from favorable retention rates and new business generation [11] - The Wealth Solutions segment, however, is expected to decline by 0.9% due to divestments [12] Operating Expenses - Total operating expenses for the fourth quarter are projected to exceed $3.1 billion, primarily driven by increased compensation and benefits expenses [12]
ExxonMobil's Q4 Earnings on Deck: Should You Stay Invested or Exit?
ZACKS· 2026-01-28 16:10
Core Viewpoint - Exxon Mobil Corporation (XOM) is expected to report its fourth-quarter 2025 results on January 30, with earnings per share (EPS) estimated to rise by 0.6% year-over-year, while revenues are projected to decline by 0.3% compared to the previous year [1][2][6]. Earnings Estimates - The Zacks Consensus Estimate for fourth-quarter earnings is $1.68 per share, reflecting a slight improvement from the previous year [2]. - The estimated revenue for the fourth quarter is $83.2 billion, indicating a decrease from the year-ago figures [2]. - XOM has consistently beaten earnings estimates in the past four quarters, with an average surprise of 5.7% [2]. Earnings Prediction Model - The current model does not predict an earnings beat for XOM, as it has an Earnings ESP of -0.25% and a Zacks Rank of 3 (Hold) [3]. Factors Impacting Earnings - XOM anticipates a sequential decline in upstream earnings by $800 million to $1.2 billion due to lower liquid prices [5]. - The average WTI spot prices for the last quarter were significantly lower than the previous quarter, which may have negatively impacted upstream operations [7]. - Natural gas prices could either increase upstream earnings by $100 million or decrease them by $300 million [8]. Price Performance and Valuation - XOM's stock has increased by 25.9% over the past year, outperforming BP and Chevron [9]. - The current EV/EBITDA ratio for XOM is 8.84, which is above the industry average of 5.43, indicating a premium valuation [11]. Long-term Outlook - Despite the challenges posed by lower crude prices, XOM's long-term outlook remains positive due to its strong presence in the Permian Basin and offshore Guyana, where it has made significant discoveries [14][15]. - The company employs advanced technologies to enhance well recoveries, which could mitigate some impacts of low crude prices [14]. Status of Competitors - Chevron (CVX) and BP are also set to report their fourth-quarter earnings soon, with CVX having a negative Earnings ESP and BP showing a positive outlook [16][17].
AbbVie (ABBV) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2026-01-28 16:06
Core Viewpoint - AbbVie (ABBV) is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended December 2025, with earnings expected to be $3.02 per share, reflecting a +39.8% change, and revenues projected at $16.38 billion, up 8.5% from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for February 4, and the stock may rise if the reported figures exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 0.32% higher in the last 30 days, indicating a slight positive adjustment from analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that AbbVie has a negative Earnings ESP of -12.44%, suggesting analysts have become bearish on the company's earnings prospects [12]. - Despite the negative Earnings ESP, AbbVie holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [12]. Historical Performance - AbbVie has a history of beating consensus EPS estimates, having done so in the last four quarters, with a recent surprise of +5.08% when it reported earnings of $1.86 per share against an expectation of $1.77 [13][14]. Industry Context - In the broader pharmaceutical industry, Merck (MRK) is also expected to report earnings of $2.04 per share for the same quarter, reflecting a year-over-year change of +18.6%, with revenues projected at $16.19 billion, up 3.6% [18]. - Merck's consensus EPS estimate has been revised down by 85.2% over the last 30 days, and it currently has an Earnings ESP of +0.33% but holds a Zacks Rank of 4, complicating predictions for an earnings beat [19][20].
Wex (WEX) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2026-01-28 16:06
Wex (WEX) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on February 4. On th ...
Analysts Estimate Ezcorp (EZPW) to Report a Decline in Earnings: What to Look Out for
ZACKS· 2026-01-28 16:06
Core Viewpoint - The market anticipates a year-over-year decline in Ezcorp's earnings despite an increase in revenues for the quarter ending December 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Ezcorp is expected to report quarterly earnings of $0.40 per share, reflecting a year-over-year decrease of 4.8%, while revenues are projected to reach $345 million, an increase of 7.8% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their initial projections during this period [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Ezcorp aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [12]. Historical Performance - Ezcorp has consistently beaten consensus EPS estimates in the past four quarters, with the last reported quarter showing an earnings surprise of +17.24% [13][14]. Investment Considerations - Despite the historical performance, Ezcorp does not currently appear to be a strong candidate for an earnings beat, and investors should consider other factors before making investment decisions [17].
Fluence Energy, Inc. (FLNC) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release
ZACKS· 2026-01-28 16:06
Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Fluence Energy, Inc. (FLNC) due to higher revenues, with actual results being crucial for stock price movement [1][2] Earnings Expectations - The upcoming earnings report is expected to show a quarterly loss of $0.19 per share, reflecting a year-over-year change of +40.6%, with revenues projected at $493.24 million, an increase of 164.1% from the previous year [3] - The consensus EPS estimate has been revised 1.89% lower in the last 30 days, indicating a reassessment by analysts [4] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Fluence Energy is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +14.89% [12] - The stock holds a Zacks Rank of 2, suggesting a strong likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Fluence Energy met the expected earnings of $0.13 per share, resulting in no surprise [13] - Over the past four quarters, the company has only beaten consensus EPS estimates once [14] Conclusion - Fluence Energy is viewed as a compelling candidate for an earnings beat, but investors should consider additional factors before making investment decisions [17]
Digi International (DGII) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2026-01-28 16:06
Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Digi International (DGII) due to higher revenues, with a focus on how actual results will compare to estimates [1] Earnings Expectations - Digi International is expected to report quarterly earnings of $0.55 per share, reflecting a +10% change year-over-year [3] - Revenues are projected to be $115.67 million, which is an increase of 11.4% from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 0.68% lower in the last 30 days, indicating a reassessment by analysts [4] - The Most Accurate Estimate for Digi International is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.22% [12] Earnings Surprise Prediction - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10] - Stocks with a positive Earnings ESP and a solid Zacks Rank have historically produced a positive surprise nearly 70% of the time [10] Historical Performance - In the last reported quarter, Digi International had an earnings surprise of +9.80%, reporting $0.56 per share against an expectation of $0.51 [13] - Over the past four quarters, the company has beaten consensus EPS estimates three times [14] Investment Considerations - Despite the potential for an earnings beat, other factors may influence stock movement, and an earnings miss does not guarantee a decline [15] - Digi International does not currently appear to be a compelling earnings-beat candidate, and investors should consider additional factors before making investment decisions [17]
Patterson-UTI (PTEN) Expected to Beat Earnings Estimates: Should You Buy?
ZACKS· 2026-01-28 16:06
Core Viewpoint - Wall Street anticipates flat earnings for Patterson-UTI (PTEN) in the upcoming quarter, with a consensus estimate of a loss of $0.12 per share and revenues expected to decline by 5.7% to $1.1 billion compared to the previous year [1][3]. Earnings Expectations - The earnings report is scheduled for release on February 4, and better-than-expected results could lead to a stock price increase, while disappointing results may cause a decline [2]. - The consensus EPS estimate has been revised 3.57% higher in the last 30 days, indicating a more optimistic outlook from analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +19.15% for Patterson-UTI, suggesting analysts have become more bullish on the company's earnings prospects [12]. - The stock currently holds a Zacks Rank of 3, indicating a neutral outlook, but the positive Earnings ESP suggests a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Patterson-UTI was expected to post a loss of $0.10 per share but actually reported a loss of $0.06, resulting in a positive surprise of +40.00% [13]. - Over the past four quarters, the company has exceeded consensus EPS estimates in two instances [14]. Conclusion - Patterson-UTI is viewed as a strong candidate for an earnings beat, but investors should consider additional factors before making investment decisions [17].
Earnings Preview: Qualcomm (QCOM) Q1 Earnings Expected to Decline
ZACKS· 2026-01-28 16:06
The market expects Qualcomm (QCOM) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 4, might help the stock move higher if these key numbers are better ...
Reynolds Consumer Products (REYN) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2026-01-28 16:06
Core Viewpoint - The market anticipates Reynolds Consumer Products (REYN) to report a year-over-year increase in earnings despite lower revenues in its upcoming earnings report for the quarter ended December 2025 [1] Earnings Expectations - The consensus EPS estimate for the upcoming report is $0.60 per share, reflecting a year-over-year increase of +3.5% [3] - Expected revenues are projected at $1.01 billion, which is a decrease of 0.7% from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 12% higher in the last 30 days, indicating a reassessment by analysts [4] - The Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [12] Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10] - Reynolds Consumer Products currently holds a Zacks Rank of 2, but the combination with a 0% Earnings ESP makes it challenging to predict an earnings beat [12][13] Historical Performance - In the last reported quarter, the company exceeded the expected earnings of $0.39 per share by delivering $0.42, resulting in a surprise of +7.69% [14] - Over the past four quarters, Reynolds Consumer Products has beaten consensus EPS estimates two times [15] Market Reaction Factors - An earnings beat or miss may not solely dictate stock movement, as other factors can influence investor sentiment [16] - It is advisable for investors to consider the Earnings ESP and Zacks Rank before the quarterly release to enhance the likelihood of successful investment decisions [17]