Core Insights - RPM International (RPM) is expected to report quarterly earnings of $1.87 per share, a 1.6% increase year-over-year, with revenues projected at $2.04 billion, reflecting a 3.8% increase compared to the same period last year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' assessments [1][2] - Changes in earnings estimates are crucial for predicting investor reactions and have shown a strong correlation with short-term stock performance [2] Revenue Forecasts - Analysts predict 'Net Sales- Construction Products Group/CPG' to reach $828.27 million, a 4.3% increase from the previous year [4] - 'Net Sales- Performance Coatings Group/PCG' is forecasted at $434.20 million, indicating a year-over-year change of 16.8% [4] - The 'Net Sales- Consumer Segment' is expected to be $678.10 million, reflecting a 7.9% increase [4] - 'Net Sales- Specialty Products Group/SPG' is estimated at $174.84 million, showing a slight increase of 0.2% [5] Adjusted EBIT Estimates - 'Adjusted EBIT- Consumer Segment' is projected to reach $125.46 million, up from $116.21 million year-over-year [5] - 'Adjusted EBIT- Performance Coatings Group/PCG' is expected to be $77.54 million, compared to $64.59 million last year [6] - The consensus for 'Adjusted EBIT- Construction Products Group/CPG' stands at $171.02 million, an increase from $159.90 million year-over-year [6] - 'Adjusted EBIT- Specialty Products Group/SPG' is estimated at $17.98 million, slightly down from $18.11 million last year [7] Stock Performance - RPM International shares have decreased by 7.4% over the past month, contrasting with a 2.7% increase in the Zacks S&P 500 composite [7]

Core Insights - Phibro Animal Health (PAHC) shares have increased by 82.1% this year, significantly outperforming the industry growth of 5.3% and the S&P 500 Composite's gain of 14.2% [1] - The company holds a Zacks Rank 2 (Buy) and is benefiting from a strong Animal Health portfolio, particularly in vaccines and international market expansion [1] Company Overview - Phibro operates approximately 800 product lines across 90 countries, focusing on food and companion animals, including poultry, swine, and cattle, while also producing ingredients for various industries [2] - The company is currently emphasizing the livestock sector but is also investing in the companion animal market [2] Performance Drivers - The surge in PAHC's share price is attributed to robust growth in its Animal Health business, with key products like medicated feed additives and nutritional specialty products gaining traction [3] - The acquisition of Zoetis' MFA portfolio added over 37 established product lines and six manufacturing sites, contributing to a 77% year-over-year increase in MFA sales in Q4 of fiscal 2025 [3] - Vaccine sales rose by 21% year-over-year, driven by growth in poultry products in Latin America and increased international demand [4] Global Expansion - Phibro's operations extend to high-growth regions such as Brazil, China, India, and Southeast Asia, positioning the company to capitalize on livestock production growth [5] Financial Estimates - The Zacks Consensus Estimate projects a 22.9% increase in earnings per share (EPS) for fiscal 2026, reaching $2.57, and a 4.9% increase for fiscal 2027, reaching $2.69 [11] - Revenues for fiscal 2026 are expected to grow by 13.1% to $1.47 billion, with a slight increase to $1.49 billion projected for fiscal 2027 [11]

Core Viewpoint - Jabil Inc. is expected to report strong quarterly earnings, with Wall Street anticipating an EPS of $2.95 and revenue of approximately $7.65 billion on September 25, 2025, reflecting a positive outlook based on its history of exceeding earnings estimates [1][6]. Financial Performance - Jabil's earnings are projected to show a year-over-year increase, driven by higher revenues for the quarter ending August 2025, with an average outperformance of 8.31% over the last two quarters [2]. - The company's price-to-earnings (P/E) ratio is approximately 42.65, indicating a high market valuation of its earnings [4][6]. - The price-to-sales ratio stands at about 0.84, suggesting investor willingness to pay per dollar of sales [4][6]. - Jabil's enterprise value to sales ratio is around 0.90, reflecting its total valuation relative to sales [4]. - The debt-to-equity ratio is approximately 2.59, indicating a significant level of debt relative to equity [5][6]. - The current ratio is around 0.98, suggesting Jabil's ability to cover short-term liabilities with short-term assets [5]. Market Reaction - The actual impact on Jabil's stock price will depend on the comparison of reported figures to estimates, with potential upward movement if expectations are surpassed, or a decline if they are missed [3].

Core Viewpoint - Thor Industries (THO) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended July 2025, with the consensus outlook indicating potential impacts on the stock price based on actual results compared to estimates [1][2]. Earnings Expectations - The earnings report is scheduled for release on September 24, and better-than-expected key numbers could lead to a stock price increase, while a miss may result in a decline [2]. - The consensus estimate for quarterly earnings is $1.16 per share, reflecting a year-over-year decrease of 31%, with revenues expected to be $2.31 billion, down 8.7% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 28.4% higher, indicating a reassessment by analysts of the company's earnings prospects [4]. - The Most Accurate Estimate for Thor Industries is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.43%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, with positive readings being more reliable [9][10]. - Thor Industries currently holds a Zacks Rank of 3, which complicates predictions of an earnings beat given the negative Earnings ESP [12]. Historical Performance - In the last reported quarter, Thor Industries exceeded expectations by posting earnings of $2.77 per share against an expected $1.79, resulting in a surprise of +54.75% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Conclusion - While Thor Industries does not appear to be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [17].

Core Viewpoint - Lennar Corporation is expected to report its third-quarter fiscal 2025 results, with adjusted earnings anticipated to decline significantly year-over-year due to market pressures and lower average selling prices [1][22]. Earnings Performance - In the last reported quarter, Lennar's adjusted earnings missed the Zacks Consensus Estimate by 2.1%, while revenues exceeded expectations by 1.6% [1]. - The Zacks Consensus Estimate for adjusted EPS has decreased to $2.12 from $2.14, reflecting a 45.6% decline from the previous year's $3.90 [3]. - Fiscal 2025 is projected to see a 34.8% decline in adjusted EPS alongside a 0.7% decrease in revenue compared to the previous year [4]. Revenue Expectations - Revenues for the fiscal third quarter are expected to decline year-over-year due to weak consumer confidence in home buying, with a consensus revenue estimate of $9.04 billion, down 4% from $9.42 billion a year ago [3]. - Home deliveries are projected to increase by 5.6% year-over-year, but average selling prices are expected to drop by 9.3% [7][8]. Margins and Expenses - The home sales gross margin is anticipated to decrease to approximately 18% from 22.5% reported a year ago, indicating margin compression due to increased incentives and lower average selling prices [12]. - Selling, general and administrative (SG&A) expenses are expected to rise to 8-8.2% of home sales, up from 6.7% year-over-year [13]. Orders and Backlog - New orders are forecasted to grow by 9.7% year-over-year, with expectations of 22,000 to 23,000 new orders for the fiscal third quarter [15]. - However, backlog units are projected to decline by 9.1% year-over-year, indicating potential revenue challenges ahead [15]. Stock Performance and Valuation - Lennar's stock has gained 27.9% over the past three months, underperforming its peers in the homebuilding sector [19]. - The stock is trading at a premium compared to the industry, with a forward 12-month price-to-earnings (P/E) ratio higher than its median, suggesting it may be overvalued [20][26].

Core Insights - Analysts expect General Mills (GIS) to report quarterly earnings of $0.81 per share, reflecting a year-over-year decline of 24.3% [1] - Revenue projections stand at $4.5 billion, down 7.1% from the same quarter last year [1] - The consensus EPS estimate has been adjusted downward by 0.4% over the past 30 days, indicating a reassessment by analysts [1][2] Revenue Estimates - 'Net Sales- North America Foodservice' is projected at $520.62 million, a decrease of 2.9% year-over-year [4] - 'Net Sales- International' is expected to reach $730.95 million, indicating a growth of 2% from the previous year [4] - 'Net Sales- North America Pet' is forecasted at $619.93 million, suggesting a year-over-year increase of 7.6% [4] - 'Net Sales- North America Retail' is estimated at $2.65 billion, reflecting a decline of 12% compared to last year [5] Operating Profit Estimates - 'Operating Profit- North America Retail' is expected to be $568.88 million, down from $745.70 million in the prior year [5] - 'Operating Profit- North America Foodservice' is projected at $71.73 million, slightly up from $71.50 million year-over-year [6] - 'Operating Profit- North America Pet' is estimated at $116.79 million, down from $119.40 million in the same quarter last year [6] - 'Operating Profit- International' is forecasted to reach $26.45 million, an increase from $20.90 million reported last year [7] Market Performance - Shares of General Mills have changed by +1.9% over the past month, compared to a +3.4% increase in the Zacks S&P 500 composite [7] - General Mills holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near future [7]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Research Solutions Inc. (RSSS) due to higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected on September 18, with a consensus EPS estimate of $0.04 per share, reflecting a 300% increase year-over-year. Revenues are projected at $12.39 million, a 2.1% increase from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that the Most Accurate Estimate matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%. The stock holds a Zacks Rank of 3, making it challenging to predict an earnings beat [12][13]. Historical Performance - Research Solutions has not exceeded consensus EPS estimates in the last four quarters, with the last reported quarter matching expectations at $0.03 per share, resulting in no surprise [14][15]. Market Reaction Factors - An earnings beat or miss alone may not dictate stock movement, as other factors can influence investor sentiment. Stocks may decline despite an earnings beat or rise despite a miss [16][18].

Group 1 - Analysts project Chewy (CHWY) will announce quarterly earnings of $0.33 per share, a 37.5% increase year over year [1] - Revenues are expected to reach $3.08 billion, reflecting a 7.8% increase from the same quarter last year [1] - There has been no revision in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1] Group 2 - The estimated 'Net Sales- Consumables' is projected at $2.14 billion, representing a 6.3% year-over-year change [4] - 'Net Sales- Other' is expected to reach $612.40 million, indicating a 13% increase year over year [4] - The consensus estimate for 'Net Sales- Hardgoods' stands at $328.46 million, suggesting a 9.3% year-over-year change [4] Group 3 - Analysts expect 'Active Customers' to total 20,821, up from 20,002 in the same quarter last year [5] - 'Net sales per active customer' is projected to reach $588.68, compared to $565.00 a year ago [5] - Chewy shares have returned +15% over the past month, outperforming the Zacks S&P 500 composite's +2.8% change [5]

Core Insights - Bread Financial Holdings, Inc. (BFH) is experiencing strong investor confidence, closing at $66.19, near its 52-week high of $67.33, indicating potential for further price appreciation [1] - The stock has shown solid upward momentum, trading above its 50-day and 200-day simple moving averages of $60.42 and $56.49, respectively [1] Performance Metrics - BFH shares have rallied 8.4% year-to-date, outperforming the industry's growth of 5.4% [2] - The stock has a solid track record of beating earnings estimates in three of the past four quarters, with an average surprise of 32.01% [2] Valuation - BFH shares are trading at a forward price-to-earnings ratio of 7.71X, significantly lower than the industry average of 24.8X, the Finance sector's 17.32X, and the S&P 500 Composite's 22.8X, earning a Value Score of A [3] Growth Projections - The Zacks Consensus Estimate for BFH's 2025 earnings per share indicates a year-over-year increase of 9.8%, with revenues projected at $3.88 billion, reflecting a 1.1% improvement [7] - Analysts have raised estimates for 2025 earnings by 4.3% and for 2026 by 0.2% over the past 30 days [8] Analyst Sentiment - The average price target for BFH is $70.14 per share, suggesting a potential upside of 5.9% from the last closing price [10] Financial Health - BFH's return on invested capital in the trailing 12 months was 9.7%, outperforming the industry average of 5.1%, indicating efficient fund utilization [13] - The company is focused on strengthening its balance sheet, lowering debt, and has shown impressive free cash flow conversion [17] Strategic Initiatives - BFH expects credit sales growth driven by strong consumer spending, new partnerships, and holiday demand, with strategic investments in digital innovation and marketing [6][16] - The company plans to pay down $100 million in remaining 2026 bonds this year to improve leverage [17] Shareholder Value - BFH is committed to returning value to shareholders through share repurchases and intends to focus on mergers and acquisitions [18] - The company has a favorable VGM Score of A, indicating attractive value, growth, and momentum compared to peers [19]

Core Viewpoint - The market anticipates a year-over-year decline in Lululemon's earnings despite an increase in revenues for the quarter ending July 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Lululemon is expected to report quarterly earnings of $2.84 per share, reflecting a year-over-year decrease of 9.8%, while revenues are projected to reach $2.54 billion, a 7% increase from the previous year [3]. - The consensus EPS estimate has been revised down by 0.57% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for Lululemon is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.93%, which indicates a bearish outlook [12]. - The stock currently holds a Zacks Rank of 4, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Lululemon had an earnings surprise of +0.39%, reporting $2.60 per share against an expectation of $2.59 [13]. - Over the past four quarters, Lululemon has consistently beaten consensus EPS estimates [14]. Conclusion - Lululemon does not appear to be a strong candidate for an earnings beat based on current estimates and rankings, suggesting that investors should consider additional factors before making investment decisions [17].