Core Viewpoint - Unity Bancorp (UNTY) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended September 2025, with a consensus outlook suggesting a positive earnings picture [1][3] Earnings Expectations - The consensus EPS estimate for Unity Bancorp is $1.28 per share, reflecting a year-over-year increase of +19.6% [3] - Expected revenues are projected to be $31.81 million, which is a 15% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' assessments [4] - The Most Accurate Estimate for Unity Bancorp is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +0.39% [11] Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of a potential earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [9] - Unity Bancorp currently holds a Zacks Rank of 2, suggesting a high likelihood of beating the consensus EPS estimate [11] Historical Performance - In the last reported quarter, Unity Bancorp exceeded the expected earnings of $1.17 per share by delivering $1.20, resulting in a surprise of +2.56% [12] - The company has successfully beaten consensus EPS estimates in all of the last four quarters [13] Conclusion - Unity Bancorp is positioned as a compelling candidate for an earnings beat, but investors should consider additional factors beyond earnings expectations when making investment decisions [16]

The market expects PepsiCo (PEP) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 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 stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...

Core Insights - Nike's fiscal first quarter results exceeded expectations, with stock rising over 6% following the announcement [1][2] - Despite challenges in digital sales and tariffs in China, strong performance in wholesale distribution and North America contributed to the positive results [1] Financial Performance - Nike reported Q1 earnings of $0.49 per share, down from $0.70 year-over-year, but surpassed EPS expectations of $0.27 by 81% [3] - Q1 sales reached $11.72 billion, an increase from $11.58 billion a year ago, exceeding estimates of $11 billion by 6% [3][4] Revenue Guidance - For Q2 FY2026, Nike expects a low single-digit revenue decline, aligning with the Zacks Consensus estimate of $11.95 billion, indicating a 3% decline [5] - Gross margins for Q2 are anticipated to decrease by approximately 300 to 375 basis points, with a net headwind of 175 basis points from new tariffs [8] Sales Estimates - Zacks Consensus estimates for upcoming quarters show projected sales of $11.95 billion for the current quarter and $11.40 billion for the next quarter, with a year-over-year decline of 3.24% expected [9] - Sales are projected to dip 1% in FY26 but are expected to rebound with a 6% increase in FY27, reaching $48.59 billion [8][9] Valuation Metrics - Nike stock is trading at less than 2X forward sales, compared to the industry average of 1X, but has a forward earnings multiple of 41.7X, significantly higher than the S&P 500 and industry average of 21.7X [10] - The current valuation suggests a moderately stretched P/E ratio, which may require significant earnings estimate revisions for a buy rating [12]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for AZZ, with a focus on how actual results compare to estimates, which could significantly impact the stock price [1][2]. Earnings Expectations - AZZ is expected to report quarterly earnings of $1.56 per share, reflecting a year-over-year increase of 13.9% [3]. - Revenues are projected to be $429.45 million, representing a 5% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.79% higher in the last 30 days, indicating a collective reassessment by analysts [4]. - A negative Earnings ESP of -1.92% suggests analysts have recently become bearish on AZZ's earnings prospects [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]. - AZZ's current Zacks Rank is 2, which complicates the prediction of an earnings beat despite the negative Earnings ESP [12]. Historical Performance - In the last reported quarter, AZZ exceeded expectations by delivering earnings of $1.78 per share against an expected $1.58, resulting in a surprise of +12.66% [13]. - Over the past four quarters, AZZ has consistently beaten consensus EPS estimates [14]. Conclusion - While AZZ does not appear to be a strong candidate for an earnings beat, investors should consider other factors before making investment decisions [17].

Conagra Brands (CAG) came out with quarterly earnings of $0.39 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.53 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +18.18%. A quarter ago, it was expected that this company would post earnings of $0.59 per share when it actually produced earnings of $0.56, delivering a surprise of -5.08%.Over the last four quarters, the company h ...

Core Viewpoint - Acuity (AYI) reported quarterly earnings of $5.2 per share, exceeding the Zacks Consensus Estimate of $4.7 per share, and showing an increase from $4.3 per share a year ago, indicating a strong performance in the current quarter [1][2] Financial Performance - The company achieved revenues of $1.21 billion for the quarter ended August 2025, which was slightly below the Zacks Consensus Estimate by 0.27%, but an increase from $1.03 billion year-over-year [2] - Acuity has surpassed consensus EPS estimates in all four of the last quarters, while it has only topped revenue estimates once during the same period [2] Stock Performance - Acuity shares have increased approximately 17.9% since the beginning of the year, outperforming the S&P 500's gain of 13.7% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations for continued outperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $4.51, with expected revenues of $1.14 billion, and for the current fiscal year, the EPS estimate is $19.08 on revenues of $4.76 billion [7] - The trend of estimate revisions for Acuity was favorable ahead of the earnings release, suggesting potential positive adjustments in the future [6] Industry Context - The Technology Services industry, to which Acuity belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable environment for stock performance [8]

Core Viewpoint - The market anticipates a year-over-year decline in McCormick's earnings despite an increase in revenues when the company reports its quarterly results for the period ending August 2025 [1][3]. Earnings Expectations - McCormick is expected to report quarterly earnings of $0.81 per share, reflecting a year-over-year decrease of 2.4% [3]. - Revenue projections stand at $1.71 billion, indicating a 2.1% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.35% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for McCormick is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.70% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with positive readings being more predictive of earnings beats [9][10]. - McCormick currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, McCormick exceeded expectations by posting earnings of $0.69 per share against an expected $0.65, resulting in a surprise of +6.15% [13]. - Over the past four quarters, McCormick has beaten consensus EPS estimates three times [14]. Conclusion - McCormick does not appear to be a strong candidate for an earnings beat based on current estimates and rankings, but other factors should also be considered when evaluating the stock ahead of its earnings release [17].

Jefferies Financial Group Inc. (NYSE:JEF) reported an earnings per share (EPS) of $1.01, surpassing the estimated $0.79.The company's revenue reached approximately $2.05 billion, exceeding the estimated $1.92 billion.Net earnings attributable to common shareholders were approximately $224 million, with a return on adjusted tangible shareholders' equity from continuing operations of 13.6%.Jefferies Financial Group Inc. (NYSE:JEF), a prominent player in the financial services sector, known for its investment ...

Core Viewpoint - Constellation Brands (STZ) is anticipated to report a year-over-year decline in earnings and revenues for the quarter ended August 2025, which could significantly influence its stock price depending on the actual results compared to estimates [1][3]. Earnings Expectations - The upcoming earnings report is expected to show earnings of $3.37 per share, reflecting a 22% decrease year-over-year, with revenues projected at $2.46 billion, down 15.8% from the previous year [3]. - The consensus EPS estimate has been revised down by 6.46% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [12]. - The stock currently holds a Zacks Rank of 5, which complicates the prediction of an earnings beat [12][13]. Historical Performance - In the last reported quarter, Constellation Brands was expected to post earnings of $3.34 per share but delivered only $3.22, resulting in a surprise of -3.59% [14]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [15]. Market Reaction Factors - An earnings beat or miss alone may not dictate stock movement, as other factors can influence investor sentiment [16]. - While betting on stocks expected to beat earnings can increase success odds, Constellation Brands does not currently appear to be a strong candidate for an earnings beat [18].

Core Viewpoint - Wells Fargo & Company is set to report its third-quarter results, with analysts anticipating a slight increase in earnings per share, reflecting a strong earnings surprise history and robust performance in various segments [2][5]. Financial Performance - The expected profit for the third quarter is $1.54 per share, a 1.3% increase from $1.52 per share in the same quarter last year [2]. - For the full fiscal year 2025, earnings per share (EPS) is projected to be $5.88, representing a 6.5% year-over-year increase from $5.52 in fiscal 2024 [3]. - In fiscal 2026, earnings are expected to rise significantly by 14.6% year-over-year to $6.74 per share [3]. Stock Performance - Over the past 52 weeks, Wells Fargo's stock has increased by 57.3%, outperforming the S&P 500 Index's 15.4% and the Financial Select Sector SPDR Fund's 19.4% [4]. Recent Challenges - Following the release of Q2 results, despite better-than-expected performance, Wells Fargo's stock fell by 5.5% due to lower net interest income (NII) and changes in deposit mix [5]. - The company's NII decreased by 1.8% year-over-year to $11.7 billion, while non-interest income grew by 4% to $9.1 billion, leading to a total revenue of $20.8 billion, slightly above expectations [5]. - Wells Fargo has revised its NII guidance for the full year to flat growth in 2025, down from a previous forecast of 1% to 3% growth, which has negatively impacted investor sentiment [6].