Core Viewpoint - The market anticipates a year-over-year decline in Carlisle's earnings due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Carlisle is expected to report quarterly earnings of $5.47 per share, reflecting a year-over-year decrease of 5.4% [3]. - Revenue projections stand at $1.33 billion, indicating no change from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 6.78% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive reading is a strong predictor of an earnings beat, particularly when combined with a strong Zacks Rank [10]. - Carlisle currently holds a Zacks Rank of 4, complicating predictions for an earnings beat [12]. Historical Performance - In the last reported quarter, Carlisle was expected to earn $6.67 per share but only achieved $6.27, resulting in a surprise of -6.00% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Conclusion - While Carlisle does not appear to be a strong candidate for an earnings beat, investors should consider other factors before making investment decisions [17].

Core Viewpoint - Clean Harbors (CLH) is expected to report a year-over-year increase in earnings and revenues for the quarter ended September 2025, with the consensus outlook being crucial for assessing the company's earnings picture [1][3]. Earnings Expectations - The consensus EPS estimate for Clean Harbors is $2.37 per share, reflecting an 11.8% increase year-over-year [3]. - Revenues are anticipated to reach $1.58 billion, marking a 3.1% increase from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 0.46%, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Clean Harbors is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.96% [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]. - Clean Harbors currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Clean Harbors had an earnings surprise of +1.29%, with actual earnings of $2.36 per share compared to an expected $2.33 [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Industry Context - Another company in the Waste Removal Services industry, Xylem (XYL), is expected to report earnings of $1.24 per share, reflecting an 11.7% year-over-year increase, with revenues projected at $2.22 billion, up 5.7% [18][19]. - Xylem's consensus EPS estimate has been revised up by 1.2% over the last 30 days, but it also has a negative Earnings ESP of -0.13% [19][20].

Core Insights - Kraft Heinz (KHC) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended September 2025, with earnings expected to be $0.57 per share, reflecting a -24% change, and revenues projected at $6.26 billion, down 2% from the previous year [1][3]. Earnings Report Expectations - The earnings report is scheduled for release on October 29, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - Management's discussion during the earnings call will significantly influence the sustainability of any immediate price changes and future earnings expectations [2]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.43% over the last 30 days, indicating a bearish sentiment among analysts regarding Kraft Heinz's earnings prospects [4]. - The Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.81%, combined with a Zacks Rank of 4, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Kraft Heinz exceeded the expected earnings of $0.64 per share by delivering $0.69, resulting in a surprise of +7.81% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates four times [14]. Industry Comparison - Mondelez (MDLZ), a competitor in the food industry, is expected to report earnings of $0.73 per share for the same quarter, indicating a year-over-year change of -26.3%, with revenues projected at $9.74 billion, up 5.9% from the previous year [18][19].

The market expects Prudential (PRU) to deliver a year-over-year increase in earnings on lower 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 earnings report, which is expected to be released on October 29, might help the stock move higher if these key numbers are bett ...

Core Viewpoint - Phillips 66 is anticipated to report a year-over-year increase in earnings despite lower revenues, which could significantly influence its stock price depending on the actual results compared to estimates [1][2]. Earnings Expectations - The upcoming earnings report is expected to reveal quarterly earnings of $2.81 per share, reflecting a year-over-year increase of +37.8%, while revenues are projected to be $29.92 billion, down 17.3% from the previous year [3]. - The consensus EPS estimate has been revised 20% higher in 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%, which complicates predictions of an earnings beat [12]. - The stock currently holds a Zacks Rank of 2, suggesting a favorable outlook, but the lack of a positive Earnings ESP makes it challenging to predict a consensus EPS beat [12]. Historical Performance - In the last reported quarter, Phillips 66 exceeded the expected earnings of $1.66 per share by delivering $2.38, resulting in a surprise of +43.37% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Market Reaction Considerations - An earnings beat or miss may not solely dictate stock movement, as other factors can influence investor sentiment [15]. - While betting on stocks expected to beat earnings can increase success odds, Phillips 66 does not currently appear to be a compelling earnings-beat candidate [17].

Core Viewpoint - American Electric Power (AEP) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending September 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus estimate for AEP's quarterly earnings is $1.80 per share, reflecting a year-over-year decrease of 2.7%, while revenues are projected to be $5.64 billion, representing a 4.5% increase from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 6.3% higher, indicating a reassessment by analysts regarding AEP's earnings prospects [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that AEP has a negative Earnings ESP of -3.97%, suggesting a bearish outlook from analysts [12]. The stock currently holds a Zacks Rank of 3, complicating predictions for an earnings beat [12]. Historical Performance - In the last reported quarter, AEP exceeded the expected earnings of $1.28 per share by delivering $1.43, resulting in a surprise of +11.72%. Over the past four quarters, AEP has beaten consensus EPS estimates three times [13][14]. Conclusion - AEP does not appear to be a strong candidate for an earnings beat based on current estimates and revisions, but other factors should also be considered when evaluating the stock ahead of its earnings release [17].

Core Insights - 3M Company (MMM) reported third-quarter 2025 results with revenues and earnings exceeding the Zacks Consensus Estimate [1][10] Financial Performance - Adjusted earnings were $2.19 per share, surpassing the Zacks Consensus Estimate of $2.10, and up from $1.98 per share in the same quarter last year [2][10] - Net revenues reached $6.52 billion, reflecting a 3.5% year-over-year increase, with organic sales up 2.6% [2][10] - Adjusted revenues of $6.30 billion also beat the consensus estimate of $6.25 billion, with organic revenues increasing 3.2% year over year [3] Segment Performance - Safety and Industrial segment revenues totaled $2.92 billion, up 5.4% year over year, exceeding the consensus estimate of $2.90 billion [4] - Transportation & Electronics segment revenues were $2.19 billion, reflecting a 2.4% year-over-year increase, surpassing the consensus estimate of $1.98 billion [5] - Consumer segment revenues increased 0.9% year over year to $1.31 billion, matching the consensus estimate [6] Margin and Cost Analysis - Cost of sales increased 4% year over year to $3.79 billion, while selling, general and administrative expenses decreased 22.8% to $820 million [7] - Adjusted operating income rose 11.6% year over year to $1.56 billion, with an adjusted operating margin of 24.7% compared to 23% in the previous year [8] Balance Sheet and Cash Flow - Cash and cash equivalents at the end of the quarter were $4.7 billion, down from $5.6 billion at the end of December 2024, while long-term debt increased to $11.9 billion [11] - Generated net cash from operating activities was $723 million, significantly higher than $1 million in the year-ago quarter [11] - Adjusted free cash flow was $3.08 billion, up 13% year over year, with a conversion rate of 91% [12] 2025 Guidance - For 2025, 3M expects adjusted earnings in the range of $7.95-$8.05 per share, an increase from the previous guidance of $7.75-$8.00 [13] - Adjusted total revenues are projected to grow more than 2.5%, with adjusted organic revenue growth expected to exceed 2% [14]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for CoStar Group (CSGP) despite higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - CoStar is expected to report quarterly earnings of $0.18 per share, reflecting a year-over-year decrease of 18.2%, while revenues are projected to be $826.06 million, an increase of 19.3% from the previous year [3]. - The consensus EPS estimate has been revised 2.27% higher in 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]. - CoStar holds a Zacks Rank of 2, which complicates predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, CoStar exceeded expectations by delivering earnings of $0.17 per share against an expected $0.14, resulting in a surprise of +21.43% [13]. - Over the past four quarters, CoStar has consistently beaten consensus EPS estimates [14]. Market Reaction Considerations - An earnings beat or miss may not solely dictate stock movement, as other factors can influence investor sentiment [15]. - While CoStar may not appear to be a strong candidate for an earnings beat, other factors should be considered when evaluating the stock ahead of its earnings release [17].

Core Viewpoint - The market anticipates a year-over-year decline in earnings for PPG Industries due to lower revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - PPG Industries is expected to report quarterly earnings of $2.09 per share, reflecting a -1.9% change year-over-year, and revenues are projected to be $4.04 billion, down 11.8% from the previous year [3]. - The earnings report is scheduled for release on October 28, and better-than-expected results could lead to a stock price increase, while disappointing results may cause a decline [2]. Estimate Revisions - The consensus EPS estimate has been revised 0.83% lower in the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][12]. - The Most Accurate Estimate for PPG Industries is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.02% [12]. Historical Performance - In the last reported quarter, PPG Industries met the expected earnings of $2.22 per share, resulting in no surprise [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Predictive Indicators - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3, but PPG Industries currently holds a Zacks Rank of 4, complicating predictions of an earnings beat [10][12]. - The predictive power of the Earnings ESP model is significant primarily for positive readings, making the current negative ESP reading less reliable for forecasting [9][11]. Conclusion - PPG Industries does not appear to be a compelling candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock ahead of the earnings release [17].

Core Viewpoint - A.O. Smith is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended September 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on October 28, with a consensus EPS estimate of $0.89, reflecting an 8.5% increase year-over-year. Revenues are projected to be $936.17 million, up 3.7% from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.86% over the last 30 days, indicating a collective reassessment by analysts regarding the company's earnings prospects [4]. Earnings Surprise Prediction - A.O. Smith has a negative Earnings ESP of -1.31%, suggesting that analysts have recently become bearish on the company's earnings outlook. However, the stock holds a Zacks Rank of 2, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, A.O. Smith exceeded the expected EPS of $0.97 by delivering $1.07, resulting in a surprise of +10.31%. Over the past four quarters, the company has beaten consensus EPS estimates twice [13][14]. Conclusion - A.O. Smith does not currently appear to be a strong candidate for an earnings beat, and investors should consider additional factors when evaluating the stock ahead of its earnings release [17].