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Seeking Clues to Aon (AON) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
ZACKS· 2025-07-22 14:15
Core Viewpoint - Analysts expect Aon to report quarterly earnings of $3.40 per share, reflecting a 16% year-over-year increase, with revenues projected at $4.13 billion, up 9.7% from the previous year [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [2] Revenue Projections - Analysts predict specific revenue metrics for Aon, including: - Reinsurance Solutions revenue at $665.04 million, a 4.7% increase year-over-year [4] - Health Solutions revenue estimated at $749.67 million, reflecting a 13.2% increase [4] - Wealth Solutions revenue projected to reach $549.51 million, indicating an 18.7% increase [4] - Commercial Risk Solutions revenue expected at $2.17 billion, a 7.5% year-over-year increase [5] Organic Revenue Growth - Forecasts for organic revenue growth include: - Commercial Risk Solutions at 4.6%, down from 6.0% in the same quarter last year [5] - Reinsurance Solutions at 4.4%, compared to 7.0% in the previous year [6] - Wealth Solutions at 4.5%, down from 9.0% year-over-year [6] - Consolidated organic revenue growth estimated at 4.9%, compared to 6.0% last year [7] - Health Solutions organic revenue growth projected at 5.4%, down from 6.0% year-over-year [7] Stock Performance - Aon's shares have decreased by 2.5% over the past month, contrasting with a 5.9% increase in the Zacks S&P 500 composite, indicating a potential alignment with overall market performance [7]
Seeking Clues to Molina (MOH) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
ZACKS· 2025-07-21 14:21
Core Viewpoint - Molina (MOH) is expected to report quarterly earnings of $5.50 per share, a decline of 6.1% year-over-year, with revenues projected at $10.84 billion, reflecting a 9.7% increase compared to the previous year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been revised downward by 3.8%, indicating a reassessment by analysts [2]. - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenue- Premium tax revenue' at $377.16 million, a year-over-year increase of 26.6% [5]. - The consensus for 'Revenue- Premium revenue' is $10.44 billion, indicating a 10.5% increase from the prior year [5]. - 'Revenue- Premium revenue- Medicare' is projected to reach $1.47 billion, reflecting a 1.9% increase year-over-year [5]. - 'Revenue- Other revenue' is expected to be $22.84 million, an 8.8% increase from the previous year [6]. Membership and MCR Metrics - 'MCR - Total' is projected at 88.9%, up from 88.6% in the same quarter last year [6]. - 'MCR - Medicare' is expected to reach 85.4%, compared to 84.9% a year ago [6]. - 'MCR - Marketplace' is forecasted at 77.5%, an increase from 71.6% year-over-year [7]. - 'Ending Membership by Program - Total' is estimated at 5.79 million, up from 5.58 million in the same quarter last year [7]. - 'Ending Membership by Program - Medicaid' is projected at 4.88 million, slightly down from 4.94 million a year ago [7]. - 'Ending Membership by Program - Medicare' is expected to be 261.48 thousand, up from 251.00 thousand last year [8]. - 'Ending Membership by Program - Marketplaces' is projected at 629.31 thousand, significantly up from 386.00 thousand in the previous year [8]. - 'MCR - Medicaid' is expected to reach 91.2%, compared to 90.8% a year ago [9]. Stock Performance - Molina shares have decreased by 37.8% over the past month, contrasting with a 5.4% increase in the Zacks S&P 500 composite [9].
Seeking Clues to Newmont (NEM) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
ZACKS· 2025-07-21 14:21
Core Viewpoint - Newmont Corporation (NEM) is expected to report a significant increase in quarterly earnings and revenues, indicating positive growth trends in its operations [1]. Financial Performance - Analysts predict quarterly earnings of $1.04 per share, reflecting a 44.4% increase year-over-year [1]. - Revenues are forecasted to be $4.62 billion, representing a year-over-year increase of 4.9% [1]. - There has been a downward revision of 5.6% in the consensus EPS estimate over the past 30 days, indicating a reappraisal of initial projections by analysts [2]. Key Metrics - Geographic Revenue from Nevada Gold Mines is expected to reach $747.19 million, a year-over-year increase of 32.7% [5]. - Geographic Revenue from Peñasquito is projected at $699.12 million, indicating a substantial increase of 93.7% from the prior-year quarter [5]. - Geographic Revenue from Merian is estimated at $153.38 million, reflecting a 47.5% increase from the year-ago quarter [5]. - Geographic Revenue from Cerro Negro is expected to be $92.40 million, showing a decline of 7.6% from the prior-year quarter [6]. - Attributable Gold Production from Yanacocha is estimated at 112 thousand ounces, compared to 78 thousand ounces reported in the same quarter last year [6]. - Attributable Gold Production from Boddington is projected at 132 thousand ounces, down from 147 thousand ounces in the previous year [7]. - Attributable Gold Production from Tanami is expected to be 80 thousand ounces, compared to 99 thousand ounces reported last year [7]. - Attributable Gold Production from Ahafo is estimated at 174 thousand ounces, down from 184 thousand ounces in the same quarter last year [8]. - Average Realized Price for Gold is forecasted to reach $3,121 per ounce, up from $2,347 per ounce in the previous year [8]. - Total Attributable Gold ounces sold is expected to be 1,282 thousand ounces, down from 1,543 thousand ounces reported last year [9]. - Total Attributable Production of Gold is projected at 1,389 thousand ounces, compared to 1,534 thousand ounces in the same quarter last year [10]. Market Performance - Over the past month, Newmont shares have recorded a return of -0.1%, while the Zacks S&P 500 composite has changed by +5.4% [11]. - Newmont holds a Zacks Rank 2 (Buy), suggesting it is likely to outperform the overall market in the upcoming period [11].
Ahead of Nasdaq (NDAQ) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
ZACKS· 2025-07-21 14:21
Core Viewpoint - Nasdaq is expected to report quarterly earnings of $0.80 per share, a 15.9% increase year-over-year, with revenues projected at $1.28 billion, reflecting a 10% year-over-year growth [1]. Earnings Estimates - The consensus EPS estimate has been revised upward by 1.6% in the last 30 days, indicating analysts' reassessment of their initial estimates [2]. - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3]. Revenue Forecasts - Analysts forecast 'Net Revenues- Capital Access Platforms' to reach $521.43 million, an increase of 8.4% from the prior-year quarter [5]. - The consensus estimate for 'Net Revenues- Financial Technology' is $451.12 million, indicating a 7.4% increase year-over-year [5]. - 'Net Revenues- Other Revenues' is expected to reach $8.57 million, reflecting a 7.1% year-over-year change [5]. - 'Net Revenues- Financial Technology- Capital Markets Technology' is projected at $268.24 million, a 4% increase from the previous year [6]. - 'Net Revenues- Capital Access Platforms- Workflow and Insights revenues' is estimated at $133.06 million, indicating a 4.8% year-over-year change [6]. - 'Net Revenues- Capital Access Platforms- Index revenues' is expected to be $198.26 million, reflecting an 18.7% increase from the prior-year quarter [7]. - 'Net Revenues- Capital Access Platforms- Data and Listing Services revenues' is projected at $191.09 million, a 2.2% year-over-year change [7]. - 'Net Revenues- Financial Technology- Regulatory Technology' is expected to be $105.37 million, indicating a 10.9% year-over-year change [8]. Market Share and Trading Volume - The total matched market share executed on Nasdaq exchanges for Cash Equity Trading is expected to reach 15.2%, down from 16.1% in the same quarter last year [8]. - For Equity Derivative Trading and Clearing, the total matched market share is projected at 28.8%, down from 29.3% year-over-year [9]. - The total industry average daily volume for Equity Derivative Trading and Clearing is expected to reach 50.64 million, compared to 42.10 million a year ago [9]. - The total industry average daily share volume for Cash Equity Trading is projected to be 16.66 billion, up from 11.80 billion year-over-year [10]. Stock Performance - Nasdaq shares have increased by 3.8% in the past month, while the Zacks S&P 500 composite has risen by 5.4% [11]. - With a Zacks Rank 2 (Buy), Nasdaq is expected to outperform the overall market performance in the near term [11].
TransUnion (TRU) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKS· 2025-07-21 14:21
Core Viewpoint - Analysts forecast that TransUnion (TRU) will report quarterly earnings of $0.99 per share, indicating no change from the previous year, with revenues expected to reach $1.1 billion, reflecting a 5.6% increase year-over-year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.3% higher over the last 30 days, indicating a collective reevaluation by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior, as empirical studies show a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Estimates - The consensus estimate for 'Revenue- U.S. Markets' is $853.91 million, showing a year-over-year change of +5.5% [5]. - 'Revenue- International' is expected to reach $248.04 million, indicating a +5.4% change from the previous year [5]. - Total gross revenue is projected at $1.10 billion, reflecting a +5.5% year-over-year change [5]. Segment Revenue Estimates - 'Revenue- U.S. Markets gross revenue- Financial Services' is forecasted to be $392.61 million, a +9.5% increase from the prior year [6]. - 'Revenue- U.S. Markets gross revenue- Emerging Verticals' is estimated at $321.70 million, indicating a +4.3% change [6]. - 'Revenue- International Gross Revenue- Canada' is projected at $39.93 million, a +2.9% change year-over-year [7]. - 'Revenue- International Gross Revenue- Latin America' is expected to be $33.80 million, reflecting a -2% change [7]. - 'Revenue- International Gross Revenue- UK' is anticipated to reach $65.00 million, indicating a +14.8% change [8]. - 'Revenue- International Gross Revenue- Asia Pacific' is forecasted at $26.66 million, a +1.8% change [8]. - 'Revenue- International Gross Revenue- Africa' is expected to be $17.03 million, reflecting a +7.8% change [9]. - 'Revenue- International Gross Revenue- India' is projected at $66.14 million, indicating a +4.2% change [9]. Adjusted EBITDA - The average prediction for 'Adjusted EBITDA- U.S. Markets' is $322.74 million, compared to $315.80 million reported in the same quarter last year [10]. Stock Performance - Shares of TransUnion have shown a +10% return over the past month, outperforming the Zacks S&P 500 composite's +5.4% change [10].
Unlocking Q2 Potential of Rollins (ROL): Exploring Wall Street Estimates for Key Metrics
ZACKS· 2025-07-21 14:21
Core Insights - Rollins (ROL) is expected to report quarterly earnings of $0.29 per share, reflecting a 7.4% increase year-over-year, with revenues forecasted at $979.41 million, a 9.8% increase from the previous year [1] - The consensus EPS estimate has been revised upward by 0.8% in the last 30 days, indicating a reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Projections - Analysts predict 'Revenues- Commercial' to be $313.78 million, indicating a 9% year-over-year change [5] - 'Revenues- Termite completions, bait monitoring, & renewals' are expected to reach $208.45 million, reflecting a 12.1% increase from the prior-year quarter [5] - 'Revenues- Residential' is projected at $443.99 million, showing an 8.7% year-over-year change [5] - 'Revenues- Franchise' is estimated at $4.50 million, indicating a 1.2% increase from the previous year [6] - 'Revenues- Other' is expected to be $6.04 million, reflecting a 14.6% year-over-year change [6] - 'Revenues- Other countries' are projected at $70.89 million, indicating a 10.6% increase from the prior-year quarter [6] - 'Revenues- United States' are expected to reach $905.47 million, reflecting a 9.4% year-over-year change [7] Market Performance - Rollins shares have shown a return of -1.2% over the past month, compared to a +5.4% change in the Zacks S&P 500 composite [7] - With a Zacks Rank 2 (Buy), Rollins is expected to outperform the overall market in the near future [7]
Exploring Analyst Estimates for Globe Life (GL) Q2 Earnings, Beyond Revenue and EPS
ZACKS· 2025-07-21 14:21
Core Viewpoint - Analysts project that Globe Life (GL) will report quarterly earnings of $3.25 per share, reflecting a year-over-year increase of 9.4%, with revenues expected to reach $1.51 billion, a 3.7% increase from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has been adjusted upward by 0.4% over the past 30 days, indicating a reassessment by covering analysts [1][2]. Revenue Projections - Total premium revenue is expected to be $1.22 billion, showing a year-over-year increase of 4.7% [4]. - Net investment income is projected at $284.43 million, reflecting a decrease of 0.4% from the prior-year quarter [4]. - Life premium revenue is estimated at $846.38 million, indicating a year-over-year increase of 3.8% [4]. Health Premium Revenue - Health premium revenue is anticipated to reach $376.74 million, representing a year-over-year increase of 7.1% [5]. - Direct to Consumer health premium revenue is estimated at $19.30 million, with a year-over-year change of 6.5% [5]. - Family Heritage health premium revenue is projected at $115.52 million, indicating a 9.1% increase from the year-ago quarter [5]. - American Income health premium revenue is expected to be $31.83 million, reflecting a 3.6% year-over-year increase [6]. - Liberty National health premium revenue is projected at $48.65 million, indicating a 2% increase from the prior-year quarter [6]. Life Premium Revenue Breakdown - Life premium revenue from Other agencies is expected to be $50.26 million, showing a decrease of 1.3% from the year-ago quarter [7]. - Liberty National Exclusive life premium revenue is projected at $98.10 million, reflecting a year-over-year increase of 6.4% [7]. - American Income Exclusive life premium revenue is estimated at $451.17 million, indicating a 6.5% increase year-over-year [8]. - Direct to Consumer life premium revenue is projected at $248.28 million, reflecting a slight decrease of 0.2% from the previous year [8]. Stock Performance - Globe Life shares have returned +1.2% over the past month, compared to a +5.4% change in the Zacks S&P 500 composite [8].
Seeking Clues to Kinsale Capital Group (KNSL) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
ZACKS· 2025-07-21 14:21
Core Insights - Kinsale Capital Group, Inc. (KNSL) is expected to report quarterly earnings of $4.41 per share, reflecting a 17.6% increase year over year [1] - Analysts forecast revenues of $434.01 million, indicating a 12.9% year-over-year growth [1] Earnings Estimates - The consensus EPS estimate has been revised 0.1% lower in the last 30 days, showing a collective reevaluation by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions and have a strong correlation with short-term stock performance [3] Revenue Projections - Analysts predict 'Revenues- Net Earned Premiums' to reach $373.89 million, a 12.5% increase from the prior year [5] - 'Revenues- Net Investment Income' is expected to be $47.06 million, reflecting a 31.3% year-over-year change [5] - 'Revenues- Fee Income' is forecasted to reach $10.36 million, indicating a 15.3% increase year over year [5] Expense and Ratio Estimates - The consensus estimate for 'Expense Ratio' is 20.9%, slightly down from 21.1% in the same quarter last year [6] - Analysts estimate the 'Combined Ratio' to be 78.0%, compared to 77.7% a year ago [6] - The 'Loss Ratio' is projected to be 57.2%, up from 56.6% in the previous year [6] Stock Performance - Over the past month, Kinsale Capital Group shares have returned +0.9%, while the Zacks S&P 500 composite has increased by +5.4% [6] - KNSL currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [6]
Is a Surprise Coming for EWBC This Earnings Season?
ZACKS· 2025-07-21 14:11
Core Viewpoint - East West Bancorp, Inc. (EWBC) is positioned favorably for an upcoming earnings report, with positive trends indicated by recent earnings estimate revisions [1][2]. Earnings Estimate Revisions - Analysts have recently raised their earnings estimates for EWBC, which is typically a precursor to an earnings beat [2]. - The Most Accurate Estimate for the current quarter stands at $2.24 per share, slightly above the Zacks Consensus Estimate of $2.23 per share, indicating a positive adjustment in expectations [3]. Earnings ESP and Historical Performance - EWBC has a Zacks Earnings ESP of +0.47%, suggesting a favorable outlook heading into earnings season [3]. - Historical data shows that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of delivering positive surprises and have averaged over 28% in annual returns [4]. Investment Consideration - Given the positive earnings estimate revisions and the current Zacks Rank of 3 (Hold), EWBC may be a stock worth considering for investors ahead of the earnings report [5].
Why Earnings Season Could Be Great for KeyCorp
ZACKS· 2025-07-21 13:56
Core Viewpoint - KeyCorp (KEY) is positioned favorably for an upcoming earnings report, with positive trends indicating a potential earnings beat [1][5]. Earnings Estimate Revisions - Recent earnings estimate revisions for KeyCorp have been favorable, suggesting analysts are optimistic about the company's performance ahead of the earnings report [2][5]. - The Most Accurate Estimate for the current quarter exceeds the Zacks Consensus Estimate of 34 cents per share, indicating a positive adjustment in analysts' expectations [3]. Earnings ESP and Historical Performance - KeyCorp has a Zacks Earnings ESP of +0.61%, which is a positive indicator for potential earnings surprises [3]. - Historical data shows that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of delivering positive surprises and have averaged over 28% in annual returns [4]. Investment Consideration - Given the positive earnings estimate revisions and a Zacks Rank of 3, KeyCorp is a stock that investors may want to consider prior to the earnings announcement [5].