Earnings Estimate Revision
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Ares Capital (ARCC) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
ZACKS· 2025-07-24 14:16
Core Insights - Ares Capital (ARCC) is expected to report quarterly earnings of $0.51 per share, reflecting a decline of 16.4% year-over-year, with revenues forecasted at $746.71 million, a decrease of 1.1% compared to the previous year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of their projections [1][2] Earnings Estimates - Analysts project 'Dividend income' to be $143.98 million, slightly up from $143.00 million reported in the same quarter last year [4] - 'Other Income' is estimated at $16.80 million, compared to $15.00 million in the same quarter of the previous year [4] - 'Capital Structuring Service Fees' are expected to reach $46.86 million, down from $58.00 million year-over-year [5] - 'Interest Income from Investments' is projected at $536.84 million, slightly lower than the $539.00 million reported in the same quarter last year [5] Market Performance - Ares Capital shares have increased by 7% over the past month, outperforming the Zacks S&P 500 composite, which rose by 5.7% [5] - The company holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near future [5]
Wall Street's Insights Into Key Metrics Ahead of CBRE (CBRE) Q2 Earnings
ZACKS· 2025-07-24 14:16
Core Viewpoint - CBRE Group is expected to report strong quarterly earnings with a projected EPS of $1.05, reflecting a 29.6% increase year-over-year, and revenues forecasted at $9.36 billion, representing an 11.6% increase compared to the previous year [1] Financial Estimates - The consensus estimate for 'Net revenue' is $5.44 billion, indicating a year-over-year change of +9.5% [3] - Analysts predict 'Revenue- Pass through costs also recognized as revenue' to be $3.95 billion, showing a +15.5% change from the year-ago quarter [4] - The estimate for 'Net revenue- Advisory Services' is $1.83 billion, reflecting a -16.5% change year-over-year [4] - 'Total revenue- Real Estate Investments' is forecasted at $246.71 million, indicating a -3.6% change from the previous year [4] - The estimated 'Total revenue- Advisory Services' is $1.85 billion, showing a -9.3% change from the year-ago quarter [5] - 'Revenue- Net revenue- Project management' is projected at $790.78 million, suggesting a -7% year-over-year change [6] - 'Net revenue- Investment management' is expected to reach $144.56 million, indicating a -3% change from the prior-year quarter [6] - 'Net revenue- Development services' is projected at $90.99 million, reflecting a +9.6% change from the prior-year quarter [7] - 'Net revenue- Capital Markets- Commercial mortgage origination' is expected to be $102.80 million, indicating a -17.8% change from the prior-year quarter [7] - 'Net revenue- Advisory leasing' is forecasted at $940.75 million, suggesting a +6.4% year-over-year change [7] - 'Investment Management AUM' is projected to be $151.04 billion, compared to $142.50 billion a year ago [8] Market Performance - CBRE shares have shown a +7% return over the past month, outperforming the Zacks S&P 500 composite's +5.7% change [8]
WEC Energy Group (WEC) Earnings Expected to Grow: Should You Buy?
ZACKS· 2025-07-23 15:07
Core Viewpoint - WEC Energy Group is expected to report a year-over-year increase in earnings and revenues, but actual results compared to estimates will significantly impact its stock price [1][2]. Earnings Expectations - The upcoming earnings report is anticipated to show quarterly earnings of $0.71 per share, reflecting a +6% change year-over-year, with revenues projected at $1.86 billion, up 4.9% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.15% lower in the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][12]. Earnings Surprise Prediction - The Most Accurate Estimate for WEC Energy is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.41%, which complicates predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, WEC Energy exceeded the expected earnings of $2.19 per share by delivering $2.27, achieving a surprise of +3.65%. Over the last four quarters, the company has beaten consensus EPS estimates three times [13][14]. Investment Considerations - Despite the potential for an earnings beat, other factors may influence stock movement, and the company does not currently appear to be a strong candidate for an earnings surprise [15][17].
Exploring Analyst Estimates for FTI Consulting (FCN) Q2 Earnings, Beyond Revenue and EPS
ZACKS· 2025-07-23 14:16
Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe. While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights. In light of this perspective, let's dive into the average e ...
What Analyst Projections for Key Metrics Reveal About The Hartford Insurance Group (HIG) Q2 Earnings
ZACKS· 2025-07-23 14:16
Core Viewpoint - The Hartford Insurance Group (HIG) is expected to report quarterly earnings of $2.77 per share, a 10.8% increase year-over-year, with revenues projected at $4.89 billion, reflecting a 9.6% increase compared to the same period last year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.3% lower over the last 30 days, indicating a reevaluation by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts forecast 'Revenue- Net premiums earned' at $6.02 billion, a 7.9% increase from the prior-year quarter [5]. - The estimate for 'Revenue- Property and Casualty- Net investment income' is $519.16 million, indicating a 10.2% increase year-over-year [5]. - 'Revenue- Fee income- Personal Lines' is expected to reach $8.03 million, a 0.4% increase from the prior-year quarter [6]. - 'Revenue- Property & Casualty- Earned Premium' is projected at $4.38 billion, reflecting a 10.2% increase from the year-ago quarter [6]. - 'Revenue- Earned Premium- Personal Lines' is estimated at $928.03 million, suggesting a 9.3% year-over-year increase [7]. - 'Revenue- Property & Casualty Other Operations- Net investment income' is expected to be $19.38 million, indicating a 2% increase year-over-year [7]. - 'Revenue- Fee income- Corporate' is projected at $10.72 million, reflecting a 7.2% increase from the year-ago quarter [7]. - 'Revenue- Corporate - Total' is expected to reach $25.05 million, indicating a significant decrease of 24.1% from the prior-year quarter [8]. Key Ratios - The 'Personal line - Loss and loss adjustment expense ratio' is expected to be 72.7%, down from 81.0% a year ago [8]. - The 'Personal line - Expense ratio' is projected at 26.7%, slightly up from 26.4% reported in the same quarter last year [9]. - The 'Personal line - Combined ratio' is forecasted to be 99.4%, down from 107.4% in the same quarter of the previous year [9]. - The 'Personal line - Underlying combined ratio' is expected to be 90.5%, compared to 96.7% a year ago [10]. Market Performance - Shares of The Hartford Insurance Group have shown a return of -2.7% over the past month, contrasting with the Zacks S&P 500 composite's +5.9% change [10].
Ahead of Rithm (RITM) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
ZACKS· 2025-07-23 14:16
Wall Street analysts expect Rithm (RITM) to post quarterly earnings of $0.51 per share in its upcoming report, which indicates a year-over-year increase of 8.5%. Revenues are expected to be $1.25 billion, up 1.6% from the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Ahead of a company's earnings disclosure, it is crucial to give due ...
Stay Ahead of the Game With Cincinnati Financial (CINF) Q2 Earnings: Wall Street's Insights on Key Metrics
ZACKS· 2025-07-23 14:16
Core Insights - Analysts project Cincinnati Financial (CINF) will report quarterly earnings of $1.37 per share, a 6.2% increase year over year, with revenues expected to reach $2.78 billion, reflecting a 15.4% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a collective reevaluation by analysts [1][2] - Revisions to earnings estimates are crucial for predicting investor actions, with empirical research showing a strong correlation between earnings estimate trends and short-term stock performance [2] Key Metrics Projections - Analysts forecast 'Investment income, net of expenses- Total' to reach $278.79 million, a 15.2% year-over-year increase [4] - 'Revenue- Excess and surplus lines insurance- Earned premiums' is expected to be $171.20 million, indicating a 13.4% year-over-year change [4] - 'Revenues- Personal Lines Insurance- Earned premiums' is projected at $793.28 million, reflecting a 25.7% increase year over year [4] Insurance Metrics - 'Revenues- Life Insurance Subsidiary- Earned premiums' is estimated at $82.31 million, a 1.6% increase from the prior-year quarter [5] - The 'Excess and surplus lines insurance - Combined ratio' is expected to be 92.7%, down from 95.4% a year ago [5] - 'Personal Lines Insurance - Combined ratio' is projected at 104.1%, compared to 106.9% in the previous year [5] Loss and Expense Estimates - 'Commercial Lines Insurance - Loss and loss expenses' is expected to be 68.0%, up from 67.4% in the same quarter last year [6] - 'Excess and surplus lines insurance - Loss and loss expenses' is projected at 65.5%, compared to 67.5% in the previous year [6] - 'Personal Lines Insurance - Loss and loss expenses' is estimated at 74.4%, down from 77.6% a year ago [7] Underwriting Expenses - 'Excess and surplus lines insurance - Underwriting expenses' is projected to be 27.1%, down from 27.9% in the same quarter last year [8] - 'Personal Lines Insurance - Underwriting expenses' is expected to be 29.7%, slightly up from 29.3% in the previous year [8] Stock Performance - Over the past month, shares of Cincinnati Financial have returned +2.9%, compared to the Zacks S&P 500 composite's +5.9% change [8]
Ahead of TFI International (TFII) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
ZACKS· 2025-07-23 14:16
Core Viewpoint - TFI International Inc. (TFII) is expected to report a significant decline in quarterly earnings and revenues, with analysts forecasting earnings of $1.25 per share, a year-over-year decrease of 26.9%, and revenues of $2.06 billion, down 9.1% from the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised 3.6% lower over the last 30 days, indicating a collective reevaluation 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 expect 'Revenue before fuel surcharge' to be $1.79 billion, reflecting an 8.7% year-over-year decline [5]. - The 'Fuel surcharge' is anticipated to reach $263.28 million, indicating a decrease of 13.2% from the prior-year quarter [5]. - 'Revenue- Logistics' is projected at $418.03 million, down 5.5% year-over-year [5]. - 'Revenue- Less-Than-Truckload' is forecasted to be $776.06 million, showing a decline of 2.3% compared to the previous year [6]. Operating Ratios - The estimated 'Adjusted Operating Ratio - Truckload' is expected to be 91.0%, up from 88.7% in the same quarter last year [6]. - For 'Adjusted Operating Ratio - Less-Than-Truckload', the estimate is 91.6%, compared to 86.2% in the same quarter of the previous year [6]. - The collective assessment suggests an overall 'Adjusted Operating Ratio' of 91.1%, compared to 89.4% a year ago [7]. Canadian LTL Metrics - The 'Canadian LTL - Adjusted operating ratio' is projected at 75.0%, slightly down from 75.6% year-over-year [8]. - Analysts predict 'Canadian LTL - Revenue per hundredweight (excluding fuel)' to remain at $11.16, unchanged from the same quarter last year [8]. - 'Canadian LTL - Shipments' are expected to reach 575.12 thousand, down from 632.00 thousand in the previous year [9]. Stock Performance - TFI International shares have shown a return of -0.5% over the past month, contrasting with the Zacks S&P 500 composite's +5.9% change, indicating underperformance relative to the market [10].
Stay Ahead of the Game With Gentex (GNTX) Q2 Earnings: Wall Street's Insights on Key Metrics
ZACKS· 2025-07-23 14:16
Core Viewpoint - Gentex (GNTX) is expected to report quarterly earnings of $0.40 per share, an increase of 8.1% year-over-year, with revenues projected at $576.51 million, reflecting a 0.6% increase compared to the same period last year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate for the quarter has been revised upward by 0.5%, indicating analysts' reassessment of their initial forecasts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock price performance [3]. Revenue Projections - Analysts forecast 'Revenue- Other' to reach $16.14 million, representing an 18.7% increase from the prior-year quarter [4]. - The consensus estimate for 'Revenue- Automotive Products' is $574.89 million, indicating a 2.8% increase from the year-ago quarter [5]. Shipment Estimates - 'Auto-Dimming Mirror Shipments - Total Interior Mirrors' are expected to reach 7.46 million, slightly down from 7.54 million reported in the same quarter last year [5]. - 'Auto-Dimming Mirror Shipments - Total Exterior Mirrors' are projected at 4.34 million, down from 4.65 million in the previous year [6]. - Total 'Auto-Dimming Mirror Shipments' are expected to be 11.80 million, compared to 12.18 million reported last year [6]. - 'Auto-Dimming Mirror Shipments - Total North American Mirror Units' are estimated at 3.94 million, down from 4.05 million last year [7]. - 'Auto-Dimming Mirror Shipments - International Exterior Mirrors' are projected to be 2.72 million, down from 2.94 million in the same quarter last year [7]. - 'Auto-Dimming Mirror Shipments - North American Exterior Mirrors' are expected to reach 1.63 million, down from 1.71 million last year [8]. - 'Auto-Dimming Mirror Shipments - Total International Mirror Units' are projected at 7.86 million, down from 8.13 million reported last year [8]. - 'Auto-Dimming Mirror Shipments - International Interior Mirrors' are expected to be 5.14 million, slightly down from 5.19 million last year [9]. - 'Auto-Dimming Mirror Shipments - North American Interior Mirrors' are estimated at 2.32 million, down from 2.35 million last year [9]. Stock Performance - Over the past month, Gentex shares have returned +7.3%, outperforming the Zacks S&P 500 composite's +5.9% change, with a Zacks Rank 2 (Buy) indicating potential for further outperformance [10].
What Analyst Projections for Key Metrics Reveal About Mohawk Industries (MHK) Q2 Earnings
ZACKS· 2025-07-22 14:15
Core Insights - Analysts project Mohawk Industries (MHK) will report quarterly earnings of $2.63 per share, a decline of 12.3% year over year, with revenues expected to reach $2.79 billion, down 0.3% from the same quarter last year [1] - The consensus EPS estimate has been revised 2% lower over the last 30 days, indicating a collective reevaluation by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock price performance [3] Financial Metrics - Analysts estimate 'Net Sales- Global Ceramic' will reach $1.12 billion, reflecting a change of +0.2% year over year [5] - 'Net Sales- Flooring ROW' is projected at $718.31 million, indicating a decline of -1.2% year over year [5] - 'Net Sales- Flooring NA' is expected to be $947.28 million, also down -1.2% from the previous year [5] - The consensus estimate for 'Adjusted Operating Income- Global Ceramic' is $80.12 million, down from $94.80 million in the same quarter last year [6] - 'Adjusted Operating Income- Flooring NA' is projected at $72.17 million, compared to $82.00 million in the same quarter of the previous year [6] - 'Adjusted Operating Income- Flooring ROW' is estimated at $76.45 million, down from $91.40 million year over year [7] Market Performance - Shares of Mohawk Industries have returned +6.3% over the past month, outperforming the Zacks S&P 500 composite's +5.9% change [7] - With a Zacks Rank 4 (Sell), MHK is expected to underperform the overall market in the near future [7]