Investors are always looking for stocks that are poised to beat at earnings season and Synchrony Financial (SYF) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Synchrony Financial is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pr ...

Core Insights - Labcorp Holdings Inc. is set to report its second-quarter 2025 results on July 24, with adjusted earnings of $3.84 per share in the last quarter, exceeding estimates by 2.95% [1] - The company has consistently surpassed earnings estimates over the past four quarters, with an average surprise of 2.31% [1] Revenue and Earnings Estimates - The Zacks Consensus Estimate for Labcorp's revenues in Q2 2025 is $3.49 billion, reflecting an 8.3% increase from the previous year [2][8] - EPS is projected to rise by 5.1% to $4.14 [2][8] - Earnings estimates have remained stable at $4.14 per share over the past 30 days [3] Segment Performance Diagnostics Laboratories (Dx) - The Dx segment is expected to maintain strong momentum, driven by organic growth and acquisitions, with an estimated 8.7% year-over-year revenue increase [4][9] - Collaborations with hospitals and health systems, including partnerships with Graves Gilbert Clinic and the acquisition of North Mississippi Health Services, are anticipated to enhance growth [4][5] - New diagnostic capabilities, including a blood-based biomarker test for Alzheimer's and expanded oncology testing, are likely to contribute to revenue growth [6][7][8] Biopharma Laboratory Services (BLS) - The BLS segment is projected to see a 5.1% year-over-year revenue improvement, benefiting from the strength of the Central Laboratories business [10][11] - The uptake of Labcorp Diagnostics Assistant and contributions from the Early Development unit are expected to support revenue growth [10] Operational Efficiency - Both segments are anticipated to show improved margins in Q2 2025, contributing to the overall profit margin of the company [12] - The synergies from the Launchpad initiative are likely to aid in cost management, with adjusted operating income expected to increase by 5.4% for the Dx business and 10.3% for the BLS segment [12]

Core Viewpoint - Freeport-McMoRan Inc. (FCX) is expected to report strong second-quarter 2025 results, driven by favorable copper prices, lower unit costs, and increased sales volumes [1][6][10] Group 1: Earnings Performance - FCX has a trailing four-quarter earnings surprise of approximately 10.5%, having beaten the Zacks Consensus Estimate for earnings in two of the last four quarters [1] - The Zacks Consensus Estimate for FCX's second-quarter earnings is currently set at 46 cents, with an Earnings ESP of +1.62% indicating a potential earnings beat [5][6] Group 2: Revenue and Sales Volumes - The Zacks Consensus Estimate for FCX's second-quarter consolidated revenues is projected at $7,121 million, reflecting a year-over-year increase of about 7.5% [7] - Copper sales volumes for the second quarter are estimated at 1.005 billion pounds, representing an 8% year-over-year increase and a 15% sequential rise from the first quarter [6][9] Group 3: Cost Structure - FCX's projected consolidated average unit net cash costs per pound of copper for the second quarter are expected to decline to $1.50 from $2.07 in the prior quarter [10] - The reduction in unit costs is anticipated to be driven by higher copper and gold volumes from operations in Indonesia [10] Group 4: Market Conditions - Copper prices experienced volatility in the second quarter, fluctuating between approximately $4.1 and $5 per pound, ultimately closing above $5 per pound at the end of June [8] - The overall copper price trend in the first half of 2025 showed a gain of roughly 25% [8]

Core Viewpoint - TechnipFMC plc (FTI) is expected to report second-quarter fiscal 2025 results on July 24, with earnings estimated at 57 cents per share and revenues of $2.49 billion, reflecting a year-over-year increase of 6.9% [1][8]. Group 1: Recent Performance - In the last reported quarter, FTI posted adjusted earnings of 33 cents per share, missing the Zacks Consensus Estimate of 36 cents, primarily due to a 4.8% year-over-year increase in costs and expenses [2]. - FTI's revenues for the last quarter were $2.2 billion, which also missed the Zacks Consensus Estimate by 1.1% [2]. - Over the trailing four quarters, FTI has beaten the Zacks Consensus Estimate three times, with an average surprise of 37.19% [2]. Group 2: Revenue and Cost Projections - The Zacks Consensus Estimate for second-quarter fiscal 2025 earnings has not changed in the past week, indicating a 32.56% year-over-year increase [3]. - The expected revenue for the second quarter is projected to be $2.49 billion, up from $2.33 billion in the year-ago quarter, driven by strong performance in the Subsea segment [4][8]. - The Subsea segment's revenues are anticipated to increase by 7.5% year-over-year, totaling $2.16 billion [5][8]. - Total costs and expenses for FTI are expected to rise by 4.3% year-over-year to $2.12 billion, influenced by inflation and a tight labor market [6][8]. Group 3: Earnings Prediction Model - The Zacks model does not predict an earnings beat for FTI this time, as the Earnings ESP is 0.00% [7][8]. - FTI currently holds a Zacks Rank of 3, indicating a neutral outlook [9].

Core Viewpoint - Ovintiv Inc. is expected to report second-quarter earnings on July 24, with estimates of $1.04 per share and revenues of $1.9 billion [1][7]. Group 1: Previous Quarter Performance - In the last reported quarter, Ovintiv exceeded earnings expectations with adjusted earnings per share of $1.42, surpassing the Zacks Consensus Estimate of $1.20 [2]. - Total revenues for the last quarter were $2.4 billion, beating the Zacks Consensus Estimate by 3.3%, driven by improved natural gas pricing and higher product and service sales [2]. - Ovintiv has consistently beaten earnings estimates in the past four quarters, achieving an average surprise of 27.8% [2]. Group 2: Estimate Revisions and Projections - The Zacks Consensus Estimate for second-quarter 2025 earnings has increased by 2% in the past week, although it indicates a 16.1% year-over-year decline [3]. - Revenue estimates for the second quarter suggest a decline of approximately 14.7% compared to the previous year [3]. - Ovintiv's natural gas volumes are projected to rise by 4.5% year-over-year to 1818 million cubic feet per day (MMcf/d) in Q2 [4][7]. Group 3: Operational Insights - The company anticipates higher natural gas volumes due to full gas systems in Western Canada, preparing for LNG Canada coming online [4]. - Revenues from Canadian operations are expected to reach $481.7 million, reflecting a 4.7% increase from the prior year [4]. - However, operating expenses are projected to increase significantly to $2.3 billion from $1.7 billion in the previous year [5][7]. Group 4: Earnings Prediction - The model predicts an earnings beat for Ovintiv, supported by a positive Earnings ESP of +7.28% and a Zacks Rank of 3 [6][8].

Core Insights - Karooooo (KARO) is set to report its first-quarter fiscal 2026 results on July 22, with revenue expectations of $71.47 million, reflecting a 22.6% year-over-year increase, and earnings estimated at 45 cents per share, indicating a 15.38% rise from the previous year [1][2]. Group 1: Subscriber Growth and Product Adoption - Strong subscriber momentum from Cartrack in the fourth quarter of fiscal 2025 is anticipated to positively impact both revenue and earnings in the first quarter of fiscal 2026, with net additions of 79,009 subscribers, a 25% increase year-over-year [3]. - The successful launch and uptake of Cartrack-Tag are expected to contribute positively to revenue, with a focus on selling this product and AI video capabilities to existing customers [4]. Group 2: Regional Expansion and Sales Strategy - A planned 70% increase in sales headcount in Southeast Asia is expected to enhance revenue growth, with the region showing a 31% constant currency subscription revenue growth in the previous quarter [5]. - Southeast Asia is identified as a key growth market, being the second-largest contributor to group revenue [5]. Group 3: Operational Efficiency and Financial Metrics - Operational leverage is projected to support earnings growth, with Cartrack reporting a 34% operating profit margin and a 76% subscription gross margin in the previous quarter [6]. - Karooooo Logistics is expected to contribute to top-line growth, building on a 33% year-over-year revenue increase in fiscal 2025, driven by demand for capital-light e-commerce and logistics operations [7]. Group 4: Earnings Expectations - The combination of a positive Earnings ESP of +7.46% and a Zacks Rank of 3 suggests a favorable outlook for KARO's earnings performance [10].

Core Viewpoint - Illinois Tool Works (ITW) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, continuing a strong trend of surpassing expectations in previous quarters [1][6]. Group 1: Earnings Performance - Illinois Tool Works has consistently exceeded earnings estimates, averaging a 1.86% surprise over the last two quarters [2]. - In the last reported quarter, the company achieved earnings of $2.38 per share, surpassing the Zacks Consensus Estimate of $2.34 per share by 1.71% [3]. - For the previous quarter, ITW's actual earnings were $2.54 per share, exceeding the expected $2.49 per share, resulting in a surprise of 2.01% [3]. Group 2: Earnings Estimates and Predictions - Estimates for Illinois Tool Works have been trending higher, influenced by its history of earnings surprises [6]. - The company currently has a positive Earnings ESP of +1.44%, indicating increased analyst optimism regarding its near-term earnings potential [9]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a strong possibility of another earnings beat in the upcoming report [9]. Group 3: Earnings ESP Insights - 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 [7]. - The Earnings ESP metric compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [8]. - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [10].

Core Insights - Zoetis is positioned to continue its earnings-beat streak, particularly in the upcoming earnings report, with a history of positive surprises in recent quarters [1][5] - The company reported earnings of $1.48 per share for the last quarter, exceeding the Zacks Consensus Estimate of $1.4 per share by 5.71% [2] - The previous quarter also saw a positive surprise, with actual earnings of $1.4 per share against an expected $1.37 per share, resulting in a 2.19% surprise [2] Earnings Estimates and Predictions - Estimates for Zoetis have been trending higher, supported by its history of earnings surprises [5] - The stock has a positive Zacks Earnings ESP of +1.10%, indicating bullish sentiment among analysts regarding the company's earnings prospects [8] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a strong likelihood of another earnings beat in the upcoming report [8] Earnings ESP and Market Behavior - 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] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [7] - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9]

Core Viewpoint - Knight-Swift Transportation Holdings (KNX) is positioned well to continue its trend of beating earnings estimates in the upcoming quarterly report [1]. Group 1: Earnings Performance - Knight-Swift has a strong history of beating earnings estimates, particularly in the last two quarters, with an average surprise of 10.55% [2]. - In the last reported quarter, Knight-Swift achieved earnings of $0.28 per share, exceeding the Zacks Consensus Estimate of $0.25 per share, resulting in a surprise of 12.00% [3]. - For the previous quarter, the company was expected to post earnings of $0.33 per share but delivered $0.36 per share, yielding a surprise of 9.09% [3]. Group 2: Earnings Estimates and Predictions - Estimates for Knight-Swift have been trending higher, influenced by its history of earnings surprises [6]. - The company currently has a positive Zacks Earnings ESP (Expected Surprise Prediction) of +3.22%, indicating bullish sentiment among analysts regarding its earnings prospects [9]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat [9]. Group 3: Earnings ESP Insights - 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 [7]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [8]. - The next earnings report for Knight-Swift is expected to be released on July 23, 2025 [9].

Core Insights - Lazard (LAZ) is positioned to continue its earnings-beat streak, having achieved an average surprise of 73.02% over the last two quarters [1][5] Earnings Performance - For the last reported quarter, Lazard's earnings were $0.56 per share, exceeding the Zacks Consensus Estimate of $0.29 per share, resulting in a surprise of 93.10% [2] - In the previous quarter, Lazard was expected to earn $0.51 per share but reported $0.78 per share, delivering a surprise of 52.94% [2] Earnings Estimates and Predictions - Estimates for Lazard have been trending higher, supported by its history of earnings surprises [5] - The stock has a positive Zacks Earnings ESP of +2.21%, indicating bullish sentiment among analysts regarding its earnings prospects [8] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a strong possibility of another earnings beat [8] Statistical Insights - 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] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [7] Future Outlook - Lazard's next earnings report is expected to be released on July 24, 2025 [8]