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United (UAL) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
ZACKSยท 2025-07-11 14:16
Core Viewpoint - Analysts expect United Airlines (UAL) to report quarterly earnings of $3.86 per share, reflecting a year-over-year decline of 6.8%, with revenues projected at $15.36 billion, an increase of 2.5% from the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 5.4%, indicating a collective reassessment by analysts [2]. - Revisions to earnings estimates are crucial 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 Projections - Analysts predict 'Operating revenue- Passenger revenue' to be $14.00 billion, representing a year-over-year increase of 2.3% [5]. - The estimated 'Operating revenue- Other operating revenue' is $950.69 million, indicating a year-over-year change of 6.6% [5]. - 'Operating revenue- Cargo' is expected to reach $462.00 million, reflecting an 11.6% increase from the prior year [6]. Key Metrics - The consensus estimate for 'ASMs (Available seat miles)' is 84.60 billion, up from 79.68 billion in the same quarter last year [8]. - Analysts expect 'RPMs (Revenue passenger miles)' to be 70.28 billion, compared to 67.06 billion in the previous year [8]. - Fuel consumption is projected at 1,249 million gallons, an increase from 1,134 million gallons reported in the same quarter last year [9]. Stock Performance - Over the past month, United shares have increased by 18.4%, outperforming the Zacks S&P 500 composite, which saw a change of 4.1% [10].
Ahead of SL Green (SLG) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
ZACKSยท 2025-07-11 14:16
The upcoming report from SL Green (SLG) is expected to reveal quarterly earnings of $1.37 per share, indicating a decline of 33.2% compared to the year-ago period. Analysts forecast revenues of $147.61 million, representing an increase of 8.9% year over year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's earnings announce ...
The PNC Financial Services Group (PNC) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKSยท 2025-07-11 14:16
Core Viewpoint - Analysts forecast that The PNC Financial Services Group, Inc (PNC) will report quarterly earnings of $3.56 per share, reflecting a year-over-year increase of 7.9%, with revenues expected to reach $5.62 billion, an increase of 3.8% compared to the previous year [1]. Earnings Estimates - Over the last 30 days, there has been a downward revision of 0.8% in the consensus EPS estimate for the quarter, indicating a collective reconsideration by analysts [2]. - Changes in earnings estimates are crucial for predicting potential investor reactions, as empirical studies show a strong relationship between earnings estimate revisions and short-term stock price performance [3]. Key Metrics Projections - Analysts estimate the 'Efficiency ratio' will reach 60.3%, down from 62.0% a year ago [5]. - The 'Total interest-earning assets - Average balance' is projected to be $507.90 billion, compared to $511.62 billion in the same quarter last year [5]. - The consensus for 'Book value per common share' is $129.24, up from $116.70 in the same quarter of the previous year [5]. Asset Quality and Capital Ratios - 'Total nonperforming assets' are expected to be $2.38 billion, down from $2.54 billion a year ago [6]. - 'Total nonperforming loans' are projected at $2.33 billion, compared to $2.50 billion in the same quarter last year [6]. - The 'Leverage Ratio' is estimated at 9.2%, up from 8.9% a year ago [6]. - The 'Tier 1 risk-based ratio' is expected to be 11.9%, compared to 11.6% in the same quarter last year [7]. - 'Total capital risk-based' is projected at 13.9%, up from 13.5% a year ago [7]. Income Projections - Analysts predict 'Net interest income (Fully Taxable-Equivalent - FTE) (non-GAAP)' will be $3.58 billion, compared to $3.34 billion in the same quarter last year [8]. - 'Total Noninterest Income' is expected to be $2.04 billion, down from $2.11 billion in the same quarter last year [8]. - 'Asset management and brokerage' is projected at $387.57 million, up from $364.00 million a year ago [9]. - 'Lending and deposit services' is expected to reach $315.13 million, compared to $304.00 million in the same quarter last year [9]. Stock Performance - Shares of The PNC Financial Services Group have increased by 11.4% in the past month, outperforming the Zacks S&P 500 composite, which moved up by 4.1% [10].
Unlocking Q2 Potential of Bank of America (BAC): Exploring Wall Street Estimates for Key Metrics
ZACKSยท 2025-07-11 14:16
Core Viewpoint - Analysts project that Bank of America (BAC) will report quarterly earnings of $0.86 per share, a 3.6% increase year over year, with revenues expected to reach $26.61 billion, up 4.9% from the same quarter last year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised upward by 0.8%, indicating a collective reassessment 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]. Key Metrics Forecast - The 'Efficiency Ratio (FTE basis)' is expected to reach 64.5%, compared to 63.9% in the same quarter last year [5]. - The 'Book value per share of common stock' is projected at $36.85, up from $34.39 a year ago [5]. - 'Total earning assets - Average balance' is forecasted to be $2975.40 billion, compared to $2887.94 billion in the same quarter last year [6]. - 'Total nonperforming loans, leases and foreclosed properties' are expected to be $6.66 billion, up from $5.69 billion a year ago [6]. - The estimated 'Total Non-Performing Loans' is $6.62 billion, compared to $5.47 billion in the same quarter last year [7]. - The 'Tier 1 Capital Ratio' is projected at 13.0%, down from 13.5% a year ago [7]. - The 'Net Interest Income - Fully taxable-equivalent basis' is expected to reach $14.88 billion, compared to $13.86 billion last year [8]. - 'Total Noninterest Income' is projected at $11.80 billion, slightly up from $11.68 billion in the same quarter last year [8]. - 'Investment and brokerage services' are expected to reach $4.73 billion, compared to $4.32 billion a year ago [9]. - The consensus estimate for 'Investment banking fees' stands at $1.34 billion, down from $1.56 billion in the same quarter last year [9]. - 'Total fees and commissions' are expected to be $9.29 billion, compared to $8.97 billion last year [9]. Stock Performance - Shares of Bank of America have increased by 5.3% over the past month, outperforming the Zacks S&P 500 composite, which rose by 4.1% [10].
Exploring Analyst Estimates for Omnicom (OMC) Q2 Earnings, Beyond Revenue and EPS
ZACKSยท 2025-07-11 14:16
Core Viewpoint - Omnicom (OMC) is expected to report quarterly earnings of $2.02 per share, a 3.6% increase year-over-year, with revenues projected at $3.96 billion, reflecting a 2.6% increase compared to the same period 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] Revenue Projections - Revenue from 'Commerce & Branding' is estimated at $183.23 million, down 8.1% year-over-year [4] - 'Execution & Support' revenue is projected at $209.10 million, a decrease of 1.1% from the prior year [4] - 'Healthcare' revenue is expected to reach $303.04 million, reflecting a 14.2% decline year-over-year [4] - 'Public Relations' revenue is forecasted at $425.11 million, indicating a 1.7% increase from the previous year [5] - 'Revenue by Geography - Asia Pacific' is estimated at $459.25 million, up 6.4% year-over-year [5] - 'Revenue by Geography - North America' is projected at $2.20 billion, a 2.4% increase from the prior year [5] - 'Revenue by Geography - Middle East and Africa' is expected to be $72.30 million, reflecting a 10.2% increase year-over-year [6] - 'Revenue by Geography - Europe' is forecasted at $1.12 billion, a 1.2% increase from the previous year [6] Organic Revenue Growth - Total Organic Revenue Growth is expected to be 3.3%, down from 5.2% reported in the same quarter last year [6] - 'Organic Revenue Growth - Experiential' is estimated at 0.1%, significantly lower than the previous year's 17.6% [7] - 'Organic Revenue Growth - Advertising & Media' is projected at 7.3%, slightly down from 7.8% year-over-year [7] - 'Organic Revenue Growth by Geography - Latin America' is expected to be 9.5%, down from 24.5% reported in the same quarter last year [8] Stock Performance - Omnicom shares have returned +3.2% over the past month, compared to the Zacks S&P 500 composite's +4.1% change [8]
Unveiling Johnson & Johnson (JNJ) Q2 Outlook: Wall Street Estimates for Key Metrics
ZACKSยท 2025-07-11 14:16
Core Viewpoint - Johnson & Johnson (JNJ) is expected to report quarterly earnings of $2.66 per share, reflecting a 5.7% decline year-over-year, while revenues are forecasted to increase by 1.5% to $22.79 billion [1] Earnings Estimates - The consensus EPS estimate has been revised 0.5% higher in the last 30 days, indicating analysts' positive reassessment of the company's performance [1][2] Revenue Estimates by Segment - **MedTech Total Sales**: Estimated at $8.25 billion, indicating a year-over-year increase of 3.7% [3] - **Innovative Medicine Worldwide Sales**: Expected to reach $14.55 billion, reflecting a 0.4% increase from the prior year [4] - **Innovative Medicine Immunology Sales**: Forecasted at $3.86 billion, showing an 18.2% decline year-over-year [4] - **Innovative Medicine Neuroscience Sales**: Anticipated to be $1.99 billion, representing an 11.6% increase [4] Specific Product Sales Estimates - **Oncology CARVYKTI Sales**: Projected at $409.72 million, indicating a significant increase of 120.3% from the previous year [5] - **Neuroscience SPRAVATO Sales**: Expected to be $371.85 million, reflecting a 37.2% increase [5] - **MedTech Cardiovascular ABIOMED Sales**: Estimated at $423.95 million, showing an 11.9% increase [6] - **MedTech Orthopaedics Hips US Sales**: Projected at $269.05 million, indicating a 1.5% increase [7] Organic Sales Growth - Analysts predict an organic sales growth of 2.7%, down from 6.6% reported in the same quarter last year [8] Stock Performance - Johnson & Johnson shares have increased by 0.7% over the past month, compared to a 4.1% increase in the Zacks S&P 500 composite [8]
Here's Why Investors Should Give CSX Stock a Miss for Now
ZACKSยท 2025-07-11 14:11
Core Insights - CSX Corporation is facing significant challenges including rising expenses, weak liquidity, and declining demand, making it an unattractive investment option [1] Financial Performance - The Zacks Consensus Estimate for CSX's current-quarter earnings has been revised downward by 16.3% over the past 90 days, with a 9.8% decrease for the current year [2] - CSX's share price has increased by only 18.6% in the past 90 days, compared to a 28.8% growth in the transportation-rail industry [3] Earnings and Liquidity - CSX has a Zacks Rank of 4 (Sell) and has a history of disappointing earnings surprises, missing the Zacks Consensus Estimate in three of the last four quarters with an average miss of 3.13% [5] - Operating expenses have risen from $8.8 billion in 2022 to $9.1 billion in 2023, and are projected to reach $9.3 billion in 2024, with a 1.6% increase in Q1 2025 [6][9] - The current ratio has declined from 1.73 in 2021 to 0.88 in Q1 2025, indicating ongoing liquidity pressures [7][8] Market Challenges - Coal revenues have decreased by 27% year over year, with a 9% drop in volumes in Q1 2025, exacerbated by rail network issues such as crew shortages and service disruptions [9] - CSX is facing elevated capital expenditures projected at $2.5 billion for 2025, adding to financial strain [9]
Is Most-Watched Stock Emerson Electric Co. (EMR) Worth Betting on Now?
ZACKSยท 2025-07-11 14:00
Emerson Electric (EMR) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this maker of process controls systems, valves and analytical instruments have returned +11% over the past month versus the Zacks S&P 500 composite's +4.1% change. The Zacks Manufacturing - Electronics industry, to which Emerson Electric belongs, has gained 10% over this period. Now th ...
Seanergy Maritime Holdings (SHIP) Soars 6.8%: Is Further Upside Left in the Stock?
ZACKSยท 2025-07-11 10:30
Company Overview - Seanergy Maritime Holdings Corp (SHIP) shares increased by 6.8% to close at $6.76, following notable trading volume compared to typical sessions, despite a 7.3% loss over the past four weeks [1] - The stock has gained 7% in the current month, supported by the stabilization of the Baltic Exchange's dry bulk sea freight index, with improvements in the Panamax and Supramax segments offsetting declines in Capesize rates [2] Financial Performance - The company is expected to report quarterly earnings of $0.09 per share, reflecting a year-over-year decline of 88.3%, with revenues projected at $35.13 million, down 18.5% from the same quarter last year [3] - Management remains optimistic about the Capesize market for the remainder of 2025, which could positively impact the company's future performance [3] Market Sentiment - The consensus EPS estimate for Seanergy Maritime has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [5] - The stock currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook in the market [6]
Scorpio Tankers (STNG) Moves 9.2% Higher: Will This Strength Last?
ZACKSยท 2025-07-11 10:06
Group 1 - Scorpio Tankers (STNG) shares increased by 9.2% to close at $45.55, with notable trading volume compared to typical sessions, and a 1.2% gain over the past four weeks [1] - The company has seen an 11% increase in shares over the past month, driven by a spike in demand for petroleum tankers due to a pause in production from major Middle Eastern exporters [1] - The upcoming quarterly earnings report is expected to show earnings of $1.01 per share, reflecting a year-over-year decline of 71.9%, with revenues projected at $215.14 million, down 42.4% from the previous year [2] Group 2 - The consensus EPS estimate for Scorpio Tankers has been revised down by 38.5% over the last 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [3] - Scorpio Tankers holds a Zacks Rank of 1 (Strong Buy), indicating strong market confidence, while Okeanis Eco Tankers Corp. (ECO), another company in the shipping industry, has a Zacks Rank of 4 (Sell) [4][5] - Okeanis Eco Tankers Corp.'s EPS estimate remains unchanged at $0.33, representing a year-over-year decline of 73.2% [5]