Core Viewpoint - Analysts project that Thomson Reuters (TRI) will report quarterly earnings of $0.83 per share, reflecting a year-over-year decline of 2.4%, while revenues are expected to reach $1.79 billion, an increase of 2.8% from the same quarter last year [1] Group 1: Earnings and Revenue Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating analysts' reassessment of their initial estimates [1] - Analysts expect 'Revenues- Legal Professionals' to be $706.57 million, a decrease of 2.8% year-over-year [4] - 'Revenues- Tax & Accounting Professionals' is estimated at $284.50 million, suggesting a year-over-year increase of 13.8% [4] - 'Revenues- Global Print' is projected to reach $117.31 million, indicating a decline of 4.6% from the previous year [4] Group 2: Adjusted EBITDA Estimates - 'Adjusted EBITDA- Legal Professionals' is forecasted to be $326.26 million, slightly down from $327.00 million reported in the same quarter last year [5] - 'Adjusted EBITDA- Corporates' is expected to reach $168.90 million, up from $163.00 million reported in the same quarter last year [6] - 'Adjusted EBITDA- Reuters News' is projected at $48.12 million, compared to $51.00 million in the previous year [6] - 'Adjusted EBITDA- Tax & Accounting Professionals' is likely to be $103.48 million, up from $91.00 million reported in the same quarter last year [7] Group 3: Market Performance - Over the past month, shares of Thomson Reuters have returned -0.1%, while the Zacks S&P 500 composite has increased by 2.3% [7] - Currently, TRI holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the overall market in the near future [7]

Core Viewpoint - Analysts project that MetLife (MET) will report quarterly earnings of $2.19 per share, reflecting a 4% decline year over year, with revenues expected to reach $18.39 billion, down 1.5% from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 0.2% over the past 30 days, indicating a collective reassessment 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- Premiums' to be $11.29 billion, indicating a year-over-year decline of 2.9% [4]. - The consensus estimate for 'Revenue- Other Revenues' is $656.89 million, reflecting a 3% increase from the previous year [5]. - 'Revenue- Universal life and investment-type product policy fees' is expected to reach $1.28 billion, showing a slight decline of 0.4% year over year [5]. - 'Revenue- Net investment income' is projected at $5.13 billion, down 1.4% from the same quarter last year [5]. Adjusted Revenue Insights - Total Adjusted Revenue for Latin America is expected to be $1.94 billion, up 1.9% year over year [6]. - Total Adjusted Revenue for U.S. Business is projected at $10.80 billion, down 3.7% from the prior year [7]. - Total Adjusted Revenue for EMEA is estimated at $726.53 million, reflecting a 7.6% increase year over year [7]. - Total Adjusted Revenue for Asia is expected to be $2.92 billion, indicating a 2.9% increase from the previous year [7]. Net Investment Income Projections - Adjusted Revenue for Asia's Net investment income is projected at $1.17 billion, up 0.5% year over year [8]. - Adjusted Revenue for EMEA's Net investment income is expected to reach $57.66 million, reflecting a 6.8% increase [8]. - Adjusted Revenue for Latin America's Net investment income is projected at $412.51 million, indicating a 3.7% increase year over year [9]. Stock Performance - MetLife shares have decreased by 5.8% over the past month, contrasting with the Zacks S&P 500 composite's increase of 2.3% [9].

Core Viewpoint - Great Lakes Dredge & Dock Corporation (GLDD) is expected to report its second-quarter 2025 results on August 5, with earnings per share (EPS) and revenues anticipated to show mixed year-over-year performance [1][3]. Financial Performance - In the last reported quarter, GLDD's EPS and revenues exceeded the Zacks Consensus Estimate by 96% and 15.7%, respectively, with year-over-year growth of 58.1% for EPS and 22.3% for revenues [1]. - The Zacks Consensus Estimate for the second-quarter EPS is unchanged at eight cents, reflecting a 27.3% decline from 11 cents year-over-year [3]. - The revenue estimate for the second quarter is $174.3 million, indicating a 2.5% increase from $170.1 million reported in the same quarter last year [3]. Revenue Drivers - The second-quarter revenue performance is likely driven by strong infrastructure demand and strategic efforts to expand the offshore wind business internationally, alongside a focus on new build programs [4]. - Government spending is significantly boosting demand for capital and coastal protection projects [4]. - Despite expected sequential weakness due to the timing of vessel deliveries, strong utilization is anticipated amid favorable market conditions [5]. Business Segment Performance - Contributions from GLDD's Dredging Capital and Dredging Coastal Protection segments are expected to increase, while Dredging Maintenance may see a decline [6]. - The Zacks Consensus Estimate for Dredging Capital revenues is $76 million, a 7% increase from $71 million year-over-year [6]. - Dredging Coastal Protection revenues are estimated at $79 million, reflecting a year-over-year growth of 12.9% [6]. - Conversely, Dredging Maintenance revenues are expected to decline by 24.2% to $21.6 million from $28.5 million a year ago [6]. Earnings Outlook - The bottom line is projected to decline year-over-year due to rising expenses, particularly from increased incentive compensation and employee benefits [7][8]. - Q2 revenues are expected to rise 2.5% to $174.3 million, driven by capital and coastal protection demand, with respective sales growth of 7% and 12.9% [8]. - The focus on higher-margin projects is likely to mitigate some pressures on the bottom line [9]. Earnings Prediction Model - The current model does not predict an earnings beat for GLDD, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 [10][11].

Core Insights - STERIS plc (STE) is set to announce its first-quarter fiscal 2026 results on August 7, with previous quarter adjusted EPS of $2.74, exceeding Zacks Consensus Estimate by 5.79% [1] - The Zacks Consensus Estimate for revenues is $1.36 billion, reflecting a 6.2% increase year-over-year, while EPS is estimated at $2.32, indicating a 14.3% year-over-year growth [2] Revenue Estimates - Healthcare segment is expected to show robust growth driven by increased procedure volumes in the U.S. and gains in pricing and market share [4] - Healthcare capital equipment order growth is anticipated to remain strong despite shipment issues, with projected revenue growth of 5.1% year-over-year [5] - Applied Sterilization Technologies (AST) segment is expected to see organic revenue growth, with revenues likely increasing by 6.3% year-over-year [6][7] Life Sciences Segment - Life Sciences segment revenues may rise by 5.5% year-over-year, supported by favorable mix, pricing, and divestiture, despite a decline in capital equipment revenue [8][9] Earnings Expectations - STERIS has an Earnings ESP of -3.24%, indicating a lower likelihood of beating earnings estimates this quarter [10] - The company currently holds a Zacks Rank of 3, suggesting a hold position [10]

Core Insights - Marathon Petroleum Corporation (MPC) is expected to report second-quarter earnings on August 5, with a consensus estimate of $3.22 per share and revenues of $30.91 billion [1] Group 1: Previous Quarter Performance - In the last reported quarter, MPC had an adjusted loss of 24 cents per share, which was better than the Zacks Consensus Estimate of a loss of 63 cents, driven by strong performance in the Refining & Marketing segment [2] - Revenues for the last quarter were $31.9 billion, exceeding the Zacks Consensus Estimate of $30.1 billion, although this represented a 4.1% year-over-year decline [2][3] Group 2: Earnings Estimate Trends - The Zacks Consensus Estimate for the second-quarter earnings has been revised downward by 5.8% in the past 60 days, indicating a 21.84% year-over-year decline [4] - The revenue estimate of $30.91 billion for Q2 suggests a 19.43% decrease compared to the same period last year [4][9] Group 3: Business Segments and Performance Drivers - MPC operates primarily through two segments: Refining & Marketing and Midstream, with the former focusing on refining crude oil and distributing refined products, while the latter involves transportation and storage of crude oil and refined products [5] - The midstream segment is expected to have benefited from increased pipeline throughput and steady fee-based tariff income, which may have offset the negative impact of lower crude oil prices [6] - Solid demand for refined products and LPG exports, driven by strengthened overseas markets, is likely to have supported sales volumes and overall revenue [7] Group 4: Challenges and Pressures - MPC is anticipated to face margin pressure due to elevated turnaround and maintenance costs, exacerbated by ongoing and unplanned repairs [8] - The Galveston Bay refinery outage is expected to negatively impact bottom-line results, contributing to operational disruptions and increased repair-related costs [8][10] Group 5: Earnings Prediction Model - The Zacks model does not predict a definitive earnings beat for MPC this season, as the Earnings ESP is -2.74% and the company holds a Zacks Rank of 3 [11][12]

Core Insights - BorgWarner reported adjusted earnings of $1.21 per share for Q2 2025, exceeding the Zacks Consensus Estimate of $1.06 and increasing from $1.19 in the prior-year quarter [1] - The company achieved net sales of $3.64 billion, a 1% year-over-year increase, surpassing the Zacks Consensus Estimate of $3.55 billion [1] Segmental Performance - **Turbos & Thermal Technologies**: Net sales were $1.48 billion, down from $1.5 billion year-over-year, but above the Zacks Consensus Estimate of $1.47 billion. Adjusted operating income rose to $227 million from $224 million, exceeding the estimate of $218 million [2] - **Drivetrain & Morse Systems**: Net sales totaled $1.43 billion, slightly down from $1.44 billion year-over-year, yet above the Zacks Consensus Estimate of $1.41 billion. Adjusted operating income decreased to $260 million from $266 million but surpassed the estimate of $257 million [3] - **PowerDrive Systems**: Sales increased by 25% year-over-year to $581 million, exceeding the Zacks Consensus Estimate of $464 million. The segment reported an adjusted operating loss of $33 million, improved from a loss of $49 million in the same period of 2024 [4] - **Battery & Charging Systems**: Sales were $159 million, down from $193 million year-over-year, missing the Zacks Consensus Estimate of $217 million. The segment incurred an adjusted operating loss of $12 million, wider than the $10 million loss in the previous year but narrower than the estimate of a $17.17 million loss [5] Financial Overview - As of June 30, 2025, BorgWarner had $2 billion in cash and equivalents, down from $2.09 billion at the end of 2024. Long-term debt increased to $3.9 billion from $3.76 billion [6] - Net cash provided by operating activities was $579 million, with capital expenditures totaling $77 million and free cash flow at $507 million [6] Dividend and Buyback - The company declared a quarterly cash dividend of 17 cents per share, a 55% increase from the previous payout, to be paid on September 15, 2025 [7] - BorgWarner also increased its buyback authorization to $1 billion [7] 2025 Guidance - BorgWarner raised its full-year 2025 net sales guidance to a range of $14-$14.4 billion, up from $13.6-$14.2 billion. Adjusted operating margin is now expected to be between 10.1-10.3%, an increase from the previous guidance of 9.6-10.2% [8] - Adjusted earnings per share are now estimated to be in the range of $4.45-$4.65, up from $4-$4.45. Operating cash flow is projected between $1,368-$1,418 million, and free cash flow is expected to be $700-$800 million, an increase from the previous forecast of $650-$750 million [10]

Core Viewpoint - The market anticipates a significant decline in Vaalco Energy's earnings due to lower revenues, with a consensus estimate indicating a year-over-year earnings drop of 95.5% and a revenue decrease of 21% [1][3]. Earnings Expectations - Vaalco Energy is expected to report earnings of $0.01 per share for the quarter ending June 2025, reflecting a substantial decline from the previous year [3]. - Revenues are projected to be $92.25 million, down from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from covering analysts [4]. - The Most Accurate Estimate for Vaalco Energy is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -100.00%, suggesting a bearish sentiment among analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the likelihood of actual earnings deviating from consensus estimates, with a strong predictive power for positive readings [9][10]. - Vaalco Energy's current Zacks Rank is 3, which complicates the prediction of an earnings beat given the negative Earnings ESP [12]. Historical Performance - In the last reported quarter, Vaalco Energy met the consensus EPS estimate of $0.06, resulting in no surprise [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Conclusion - Vaalco Energy does not appear to be a strong candidate for an earnings beat based on current estimates and market sentiment, but other factors may influence stock performance around the earnings release [17].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Intuitive Machines, Inc. despite higher revenues, with a focus on how actual results will compare to estimates [1] Earnings Expectations - The company is expected to report a quarterly loss of $0.06 per share, reflecting a year-over-year change of -20% [3] - Revenues are projected to be $68.42 million, representing a 65.2% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from covering analysts [4] - The Most Accurate Estimate is lower than the Zacks Consensus Estimate, leading to an Earnings ESP of -9.09%, suggesting a bearish sentiment among analysts [11] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, but its predictive power is significant mainly for positive readings [8][9] - Stocks with a positive Earnings ESP and a Zacks Rank of 1, 2, or 3 have shown a nearly 70% success rate in beating earnings expectations [9] Historical Performance - In the last reported quarter, the company was expected to post a loss of $0.10 per share but actually reported a loss of -$0.20, resulting in a surprise of -100% [12] - Over the past four quarters, the company has beaten consensus EPS estimates three times [13] Conclusion - Intuitive Machines, Inc. does not appear to be a strong candidate for an earnings beat based on current estimates and rankings, but other factors may influence stock performance [16]

Core Viewpoint - Skillz Inc. (SKLZ) is anticipated to report a year-over-year decline in earnings due to lower revenues, with a consensus estimate indicating a quarterly loss of $1.34 per share, reflecting a -135.1% change from the previous year, and revenues expected to be $22.8 million, down 9.9% year-over-year [1][3]. Earnings Expectations - The stock may experience upward movement if the actual earnings exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised down by 13.84% over the last 30 days, indicating a bearish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that the Most Accurate Estimate for Skillz is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -14.18%, which complicates the prediction of an earnings beat [11]. - A positive Earnings ESP is generally a strong predictor of an earnings beat, especially when combined with a favorable Zacks Rank [9]. Historical Performance - In the last reported quarter, Skillz was expected to post a loss of $1.09 per share but actually reported a loss of -$0.92, resulting in a positive surprise of +15.60% [12]. - Over the past four quarters, Skillz has beaten consensus EPS estimates twice [13]. Industry Context - In comparison, DraftKings (DKNG) is expected to report earnings of $0.41 per share for the same quarter, indicating a year-over-year increase of +241.7%, with revenues projected at $1.42 billion, up 28.3% from the previous year [17]. - DraftKings has also seen a significant revision in its EPS estimate, down 133.8% over the last 30 days, and currently holds an Earnings ESP of -10.3% [18].

Core Viewpoint - Analysts expect Exxon Mobil (XOM) to report quarterly earnings of $1.49 per share, reflecting a year-over-year decline of 30.4%, with revenues projected at $82.82 billion, down 11% from the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised 10.7% higher over the last 30 days, indicating a collective reevaluation by analysts [1][2] Revenue Projections - Analysts forecast 'Revenues- Other income' to be $618.89 million, a decrease of 53.5% year-over-year [4] - 'Revenues- Sales and other operating revenue' is expected to reach $80.11 billion, down 11% from the year-ago quarter [4] - 'Revenues- Income from equity affiliates' is projected at $1.56 billion, suggesting a decline of 10.4% year-over-year [4] Segment Analysis - 'Revenues- Sales and other operating revenue- Energy Products' is estimated at $61.18 billion, indicating a year-over-year change of -11.9% [5] - 'Revenues- Sales and other operating revenue- Energy Products- United States' is expected to be $24.24 billion, down 8.2% from the prior year [5] - 'Revenues- Sales and other operating revenue- Energy Products- Non-U.S.' is projected at $36.94 billion, reflecting a year-over-year decline of 14.1% [6] - 'Revenues- Sales and other operating revenue- Chemical Products- United States' is estimated at $1.97 billion, down 11.2% from the previous year [6] Production Estimates - 'Revenues- Sales and other operating revenue- Upstream- United States' is expected to be $6.04 billion, indicating a year-over-year change of -10.3% [7] - 'Oil-equivalent production per day' is projected at 4,547 thousand barrels, compared to 4,358 thousand barrels in the same quarter last year [7] Natural Gas Production - 'Natural gas production available for sale per day - Europe' is expected to be 285 thousand cubic feet, down from 331 thousand cubic feet year-over-year [8] - 'Natural gas production available for sale per day - Africa' is projected at 147 thousand cubic feet, compared to 167 thousand cubic feet last year [8] - 'Natural gas production available for sale per day - Asia' is expected to be 3,328 thousand cubic feet, down from 3,486 thousand cubic feet year-over-year [9] Stock Performance - Over the past month, Exxon shares have returned +0.8%, while the Zacks S&P 500 composite has changed +2.7% [10] - Currently, Exxon carries a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [10]