Core Insights - Certara, Inc. is positioned to potentially continue its earnings-beat streak in the upcoming report, having surpassed earnings estimates by an average of 11.54% in the last two quarters [1][2]. Earnings Performance - In the last reported quarter, Certara achieved earnings of $0.14 per share, exceeding the Zacks Consensus Estimate of $0.13 per share, resulting in a surprise of 7.69% [2]. - In the previous quarter, the company was expected to post earnings of $0.13 per share but delivered $0.15 per share, leading to a surprise of 15.38% [2]. Earnings Estimates and Predictions - Recent estimates for Certara have been trending upward, with a positive Earnings ESP of +2.44%, indicating increased analyst optimism 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 stocks with this combination beat estimates 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 [7]. - A negative Earnings ESP can reduce the predictive power of the metric, but it does not necessarily indicate an earnings miss [9]. Importance of Earnings ESP - Many companies beat consensus EPS estimates, but this is not the sole reason for share price gains; thus, checking a company's Earnings ESP before quarterly releases is crucial for investment decisions [10].

Core Viewpoint - Citizens Financial Group (CFG) is well-positioned to continue its earnings-beat streak in the upcoming report, supported by a positive earnings surprise history and favorable analyst estimates [1][5]. Earnings Performance - For the last reported quarter, Citizens Financial Group achieved earnings of $0.77 per share, exceeding the Zacks Consensus Estimate of $0.75 per share, resulting in a surprise of 2.67% [2]. - In the previous quarter, the company reported earnings of $0.85 per share against an expected $0.83 per share, delivering a surprise of 2.41% [2]. Earnings Estimates - Recent estimates for Citizens Financial Group have been trending upward, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5][8]. - The current Earnings ESP for the company stands at +1.55%, reflecting increased analyst optimism regarding its near-term earnings potential [8]. Zacks Rank and Predictive Power - The stock holds a Zacks Rank of 3 (Hold), which, when combined with a positive Earnings ESP, suggests a high probability of beating consensus estimates, with historical data indicating nearly 70% success in such cases [6][8]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate being more reflective of recent analyst revisions [7].

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Commerce Bancshares (CBSH) . This company, which is in the Zacks Banks - Midwest industry, shows potential for another earnings beat.This bank holding company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 6.41%.For t ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Chord Energy Corporation (CHRD) , which belongs to the Zacks Oil and Gas - Exploration and Production - United States industry, could be a great candidate to consider.This company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 19.57%.For the m ...

Core Viewpoint - CSW Industrials is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a solid history of exceeding expectations in previous quarters [1][6]. Earnings Performance - CSW Industrials has consistently beaten earnings estimates, with an average surprise of 7.59% over the last two quarters [2]. - In the most recent quarter, the company reported earnings of $2.23 per share against an expectation of $2.24, resulting in a surprise of 0.45%. In the prior quarter, it exceeded the consensus estimate of $1.29 by reporting $1.48 per share, achieving a surprise of 14.73% [3]. Earnings Estimates and Predictions - Recent estimates for CSW Industrials have been revised upward, indicating growing analyst confidence in its near-term earnings potential. The Zacks Earnings ESP for the company is currently positive, suggesting a strong likelihood of an earnings beat [6][9]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced a positive surprise nearly 70% of the time, indicating a high probability of exceeding consensus estimates [7]. Earnings ESP Metric - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions. This metric is crucial for predicting earnings performance [8]. - CSW Industrials has an Earnings ESP of +4.38%, combined with a Zacks Rank of 2 (Buy), further supporting the potential for another earnings beat [9].

FEMA Response Concerns - Democratic lawmakers are raising concerns about the federal response to the Texas flooding, questioning the impact of administration cuts to FEMA and the National Weather Service [1] - The response in Texas is criticized, with claims that FEMA didn't show up with swift water rescue crews for 72 hours, a deviation from past practices [4] - There are reports of over 20% of FEMA's workforce being forced out, and key positions, like the Florida regional administrator, remaining empty [5] FEMA Reform and Current State - FEMA needed reform to be faster, but the current administration broke it, potentially intentionally, by appointing an interim administrator with zero emergency management experience [7][8] - The changes have made FEMA slower and less efficient, potentially costing lives and disproportionately hurting red states that rely on FEMA for disaster relief [9] - The reimbursement process has slowed down, impacting cities' and counties' ability to make decisions and clean up after disasters [9][10] Congressional Action and Hurricane Season Preparedness - Congress could have done more in the past eight months to address the issues at FEMA, but the damage has already been done [13] - Members of Congress from states like Louisiana should push the White House to get FEMA ready, expedite declarations, and preposition resources [14][15] - FEMA needs to revert to its established playbook for hurricane season, and members of Congress should speak up publicly about the need for preparedness [15][16]

Core Insights - PepsiCo, Inc. is anticipated to report declines in both revenue and earnings for the second quarter of 2025, with revenues expected at $22.4 billion, reflecting a 0.5% year-over-year decrease, and earnings per share (EPS) projected at $2.04, indicating a 10.5% decline from the previous year [1][2][10] Financial Performance - The Zacks Consensus Estimate for second-quarter revenues is $22.4 billion, down 0.5% from the same quarter last year [2] - The consensus estimate for quarterly earnings is $2.04, suggesting a 10.5% decline from the $2.28 reported in the prior-year quarter [2] - The company experienced a negative earnings surprise of 1.3% in the last reported quarter, with an average earnings surprise of 1.4% over the trailing four quarters [2] Operational Challenges - PepsiCo is facing multiple headwinds, particularly in its North America operations, which have been struggling since early 2024 due to underwhelming results in the PepsiCo Foods North America (PFNA) segment and a decline in Asia Pacific Foods [5][10] - The weakness in the PFNA segment is largely attributed to reduced demand for Frito-Lay products as consumers become more inflation-conscious and cut back on discretionary spending [6][7] - Consumer sentiment remains cautious, with inflationary pressures leading to more value-driven purchasing behavior, particularly in North America [7] Cost Environment - The company is contending with a challenging cost environment in 2025, driven by rising supply-chain expenses and increased tariffs on globally sourced inputs [8][9] - Incremental cost pressures related to sourcing key ingredients and materials are exacerbated by shifting international trade dynamics [8] - The combination of escalating global logistics costs and geopolitical uncertainty is disrupting pricing and procurement strategies, potentially eroding margins [9] Profitability Outlook - PepsiCo's second-quarter results are expected to reflect margin pressure due to the timing and phasing of productivity initiatives, with adjusted gross profit anticipated to decline by 0.8% year-over-year and adjusted operating income expected to fall by 9.6% [11][12] - Despite ongoing cost discipline, the company's core profitability appears temporarily constrained due to elevated supply-chain costs and tariff-related headwinds [11] Growth Drivers - PepsiCo benefits from a strong core product portfolio, diversified operations, modernized supply chain, and enhanced digital capabilities, with its international business contributing approximately 40% to total net revenues [13] - The International Beverages Franchise segment is projected to see a 2% year-over-year revenue improvement in the second quarter of 2025 [14] - The company aims to achieve productivity goals through savings from restructuring actions, which are expected to drive top-line growth and improve margins [14] Stock Performance and Valuation - PepsiCo shares have underperformed in the past three months, losing 7.3%, compared to a 5.2% decline in the broader industry and a 1.1% decline in the Consumer Staples sector [15] - The stock is currently trading at a forward P/E ratio of 16.83X, which is below the S&P 500's average of 22.64X and the broader industry's average of 18X [20] - The valuation on a forward 12-month P/E basis reflects a significant discount to the market, although this may indicate underlying issues rather than a clear investment opportunity [22] Investment Outlook - Despite consistent revenue growth and strong profitability driven by a diverse product portfolio, external risks such as inflationary pressures and operational challenges in North America warrant a cautious investment outlook [23][24] - The company’s strong international momentum, investments in digital transformation, and product innovation may serve as meaningful tailwinds [26] - A wait-and-watch approach may be prudent as investors assess how the company navigates current challenges and leverages growth drivers post-earnings [27]

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Regulated information Issy-les-Moulineaux, July 11, 2025 Interim report on liquidity contract as of June 30, 2025 Pursuant to the liquidity contract entrusted by Sodexo to BNP Paribas Arbitrage, the following resources were credited to the liquidity account as of June 30, 2025: 84,533 shares€10,786,761 During the 1st semester 2025, the following were traded: Bought: 412,920 shares for €26,508,699 (3,705 transactions)Sold: 353,779 shares for €22,872,331 (3,634 transactions) It is reminded that: 1° - As of D ...

Key Takeaways BLK's Q2 AUM is estimated at $11.66T, reflecting growth from inflows, bitcoin ETPs and market returns. Q2 fee revenues are likely to rise on improved inflows, market appreciation and broader product offerings. Q2 expenses likely climbed on restructuring efforts and higher costs tied to expansion initiatives.BlackRock (BLK) is slated to report second-quarter 2025 results on July 15, before the opening bell. Its quarterly revenues and earnings are expected to have improved year over year.BLK’s ...