Core Insights - Wynn Resorts, Limited (WYNN) is set to report its fourth-quarter 2025 results on February 12, with a history of mixed earnings surprises, averaging a 12% surprise rate over the past four quarters [2] Estimate Revisions - The Zacks Consensus Estimate for adjusted earnings per share (EPS) has decreased to $1.33 from $1.37 in the last 30 days, indicating a 45% decline from the previous year's EPS of $2.42 [3] - Revenue estimates are pegged at approximately $1.85 billion, reflecting a 0.8% increase from the same quarter last year [3] Factors Influencing Quarterly Results - The fourth-quarter revenue is expected to benefit from strong demand in key markets, particularly in Las Vegas, Macau, and Boston, with management noting improved trends in gaming volumes and retail activity [4] - Las Vegas operations are projected to see a 2.4% year-over-year revenue increase to $683.1 million, driven by elevated casino drop and handle, market share gains, and premium customer activity [5] - Macau's revenues are anticipated to decline by 1.1% year-over-year to $916.4 million, despite strong mass volumes and premium play, due to higher operating expenses and project-related disruptions [6] - Encore Boston Harbor is expected to deliver stable performance with revenues declining 0.7% year-over-year to $211.2 million, supported by slot revenue growth and cost control [7] Profitability Pressures - Profitability in the fourth quarter may be impacted by lower hotel occupancy in Las Vegas, increased repair and maintenance costs, and higher operating expenses in Macau due to rising volumes and ongoing renovations [8][9] - Total operating expenses are projected to rise 8.3% year-over-year to $1.6 billion [9] Earnings Prediction - The model predicts an earnings beat for Wynn Resorts, supported by a positive Earnings ESP of +7.54% and a Zacks Rank of 3 (Hold) [10][11]

Core Insights - TC Energy Corporation (TRP) is scheduled to report its fourth-quarter earnings on February 13, with earnings estimated at 65 cents per share and revenues at $2.93 billion [1][7]. Group 1: Recent Performance - In the last reported quarter, TRP's adjusted earnings were 56 cents per share, aligning with consensus estimates, driven by strong performance in its Canadian, U.S., and Mexico Natural Gas Pipelines segments [2]. - TRP's quarterly revenues reached $3.7 billion, exceeding the Zacks Consensus Estimate by $49 million [2]. Group 2: Earnings Surprise History - TRP has beaten consensus estimates in two of the past four quarters, matched in one, and missed once, resulting in an average surprise of 2.49% [3]. - The Zacks Consensus Estimate for fourth-quarter 2025 earnings has experienced one upward and three downward revisions in the past 30 days, indicating a projected 13.33% year-over-year decrease in earnings, while revenues are expected to increase by 14.79% [3]. Group 3: Factors Influencing Q4 Performance - TRP generates income by operating a vast network of pipelines for natural gas and oil transportation, charging fees for these services, and also earns from natural gas storage and power generation [4]. - The company is expected to see improved revenues in the upcoming quarter, but rising expenses may negatively impact its bottom line, as total costs and expenses were higher in the previous quarter [5][7]. Group 4: Earnings Prediction Model - The current model does not predict an earnings beat for TRP this season, as the Earnings ESP is -0.23% and the company holds a Zacks Rank of 3 [6][8].

Key Takeaways Affiliated Managers reports Q4 on Feb. 12, with quarterly consensus EPS pegged at $8.75 and sales at $551.5M.Affiliated Managers Q4 adjusted EBITDA is guided at $325-$370M, with net performance fees at $75-$120M.In Q4, AMG sold Comvest private credit stake for $285M and bought a minority stake in Montefiore.Affiliated Managers Group Inc. (AMG) is slated to announce fourth-quarter and full-year 2025 results on Feb. 12, before the opening bell. Its quarterly earnings and revenues are expected to ...

Core Viewpoint - Medtronic (MDT) is expected to report its third-quarter fiscal 2026 results on February 17, with earnings per share (EPS) anticipated at $1.33, reflecting a 4.3% decrease year-over-year, while revenues are projected to reach $8.90 billion, indicating a 7.3% growth from the previous year [1][2]. Group 1: Q3 Estimates and Performance - The Zacks Consensus Estimate for Medtronic's third-quarter revenues is $8.90 billion, suggesting a 7.3% increase from the same quarter last year [2]. - The earnings estimate for the third quarter has been revised down by 1 cent to $1.33 per share over the past 60 days [3]. - Medtronic has consistently beaten earnings estimates in the last four quarters, with an average beat of 2.75% [1]. Group 2: Segment Performance Expectations - The Cardiovascular segment is projected to grow by 10.8% year-over-year, driven by the Cardiac Ablation Solutions business and strong performance from the Affera mapping system and Sphere-9 catheter [6][4]. - The Neuroscience segment is expected to see a revenue increase of 5.2% year-over-year, supported by the spine AiBLE ecosystem and growth in Core Spine and Neurosurgery [9][7]. - The Diabetes unit is anticipated to deliver an 11.5% revenue growth, bolstered by new product launches and pent-up demand [15][12]. Group 3: Challenges and Innovations - The Medical Surgical segment has faced challenges due to market pressures from bariatric surgery and a shift towards robotic surgery, but the FDA clearance for the Hugo robotic-assisted surgery system is a positive development [10]. - The Endoscopy business is expected to perform well, driven by growth in esophageal products and the AI-powered GI Genius solution [11]. - Medtronic's Diabetes business is in a strong innovation cycle, with the MiniMed 780G system receiving multiple approvals and a broad U.S. commercial launch [13]. Group 4: Strategic Developments - Medtronic has filed a registration statement for a proposed initial public offering (IPO) as part of a planned separation, allowing the company to focus on high-margin growth markets [14].

Key Takeaways MCD's Q4 results are likely supported by value positioning, promotions, digital engagement and unit expansion.MCD likely benefited from digital engagement, supported by loyalty growth and digital-led promotions.McDonald's margins likely faced pressure from higher food and labor costs and elevated marketing spend in Q4.McDonald's Corporation (MCD) is scheduled to report fourth-quarter 2025 results on Feb. 11, 2026.MCD’s earnings beat the Zacks Consensus Estimate in two of the trailing four quar ...

Core Viewpoint - Centrus Energy (LEU) is expected to report a decline in fourth-quarter 2025 revenues and earnings, with revenues estimated at $145 million, a 4% year-over-year decrease, and earnings per share (EPS) projected at $1.43, reflecting a 55% decline from the previous year's EPS of $3.20 [1][5] Revenue and Earnings Estimates - The Zacks Consensus Estimate for Centrus Energy's fourth-quarter revenues is $145 million, indicating a year-over-year decline of 4% [1] - The earnings estimate for the fourth quarter is $1.43 per share, suggesting a 55% decline from the year-ago quarter's earnings of $3.20 per share [1] - Over the past 60 days, the earnings estimate for fourth-quarter 2025 has increased by 2.88% [1][2] Earnings Surprise History - Centrus Energy has beaten earnings estimates in three of the past four quarters, with an average trailing four-quarter earnings surprise of 327.69% [2][5] - The company reported earnings of $0.19, $1.59, $0.91, and $3.20 in the last four quarters, with a notable surprise of 1,010% in one quarter [3] Market Conditions and Segment Performance - The Low-Enriched Uranium segment saw revenues rise by 29% year-over-year to $44.8 million, driven by uranium sales contributing $34.1 million, as there were no uranium sales in the same quarter last year [7] - The average uranium price in the fourth quarter was approximately $79.12 per pound, marking a 3% year-over-year increase, although lower revenues from Separative Work Units (down 69% to $10.7 million) may offset gains [8][10] - The Technical Solutions segment revenues increased by 31% to $30 million in the third quarter, supported by the HALEU Operation Contract [9] Cost and Expense Considerations - Higher costs of sales are anticipated for both segments in the fourth quarter due to increased volumes and costs associated with the HALEU Operation Contract [10] - Increased selling, general, and administrative expenses, along with interest expenses, are likely to negatively impact earnings [10] Stock Performance - Centrus Energy's stock has increased by 195.9% over the past year, outperforming the industry growth of 82.9% [11]

Core Insights - Pool Corp. is well-positioned to continue its earnings-beat streak in upcoming reports, having surpassed earnings estimates in the last two quarters by an average of 0.64% [1] Earnings Performance - For the most recent quarter, Pool Corp. reported earnings of $3.39 per share, exceeding the expected $3.38 per share, resulting in a surprise of 0.30% [2] - In the previous quarter, the company reported $5.17 per share against an expectation of $5.12 per share, achieving a surprise of 0.98% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Pool Corp., with a positive Earnings ESP of +1.01%, indicating bullish sentiment among analysts regarding the company's earnings prospects [5][8] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [6][8] Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate than earlier predictions [7] - A negative Earnings ESP reduces predictive power but does not necessarily indicate an earnings miss [9] Importance of Earnings ESP - Companies often beat consensus EPS estimates, but this is not the only factor influencing stock price movements; thus, checking the Earnings ESP before quarterly releases is crucial for investment decisions [10]

Core Insights - Dycom Industries (DY) has consistently beaten earnings estimates, with an average surprise of 15.84% over the last two quarters [1][2] Earnings Performance - For the most recent quarter, Dycom reported earnings of $3.63 per share, exceeding the expected $3.15 per share, resulting in a surprise of 15.24% [2] - In the previous quarter, the company reported $3.33 per share against an estimate of $2.86 per share, achieving a surprise of 16.43% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Dycom, with a positive Earnings ESP (Expected Surprise Prediction) indicating potential for continued earnings beats [5][8] - The current Earnings ESP for Dycom is +15.06%, suggesting analysts are optimistic about its near-term earnings potential [8] Zacks Rank and Predictive Power - Dycom holds a Zacks Rank of 3 (Hold), which, when combined with a positive Earnings ESP, indicates a high likelihood of another earnings beat [5][8] - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [6]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Magna (MGA) despite lower revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - Magna is expected to report quarterly earnings of $1.81 per share, reflecting a year-over-year increase of +7.1% [3]. - Revenues are projected to be $10.48 billion, which is a decrease of 1.4% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.11% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Magna is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +3.87% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Magna currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Magna exceeded the expected earnings of $1.24 per share by delivering $1.33, resulting in a surprise of +7.26% [13]. - Over the past four quarters, Magna has beaten consensus EPS estimates three times [14]. Industry Context - Another player in the automotive supply industry, BorgWarner (BWA), is expected to report earnings of $1.16 per share, with a year-over-year change of +14.9% and revenues of $3.51 billion, up 2.1% [18][19]. - BorgWarner also has a positive Earnings ESP of +2.61% and a Zacks Rank of 3, suggesting a likelihood of beating consensus EPS estimates [20].

The market expects Air Canada (ACDVF) 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 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 13, might help the stock move higher if these key numbers are b ...