Core Viewpoint - The market anticipates a year-over-year decline in earnings for Allison Transmission, with a focus on how actual results compare to estimates, which could significantly influence stock price movements [1][2]. Earnings Expectations - Allison Transmission is expected to report quarterly earnings of $1.56 per share, reflecting a year-over-year decrease of 22.4% [3]. - Revenues are projected to be $722.46 million, down 9.2% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 26.78% higher in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Allison Transmission is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +7.69% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a likely earnings beat, especially when combined with a Zacks Rank of 1 [10]. - Allison Transmission currently holds a Zacks Rank of 1, indicating a strong likelihood of exceeding the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Allison Transmission had an expected EPS of $1.95 but reported $1.63, resulting in a surprise of -16.41% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Industry Comparison - Patrick Industries, another player in the automotive industry, is expected to report earnings of $0.74 per share, showing a year-over-year increase of 42.3% [18]. - Despite a positive Earnings ESP of +2.70%, Patrick Industries has a Zacks Rank of 4, making it challenging to predict an earnings beat [20].

Core Insights - Amtech Systems (ASYS) is set to report its first-quarter fiscal 2026 results on February 5, with anticipated revenues between $18 million and $20 million, and a Zacks Consensus Estimate of $19 million, reflecting a 22.1% decline from the previous year [1][9]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for earnings is 7 cents per share, unchanged over the past 30 days, compared to 6 cents per share in the same quarter last year [2]. - Amtech has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 32.1% [2]. Growth Opportunities - Advanced packaging is identified as a significant growth opportunity, particularly in AI infrastructure, with a noted increase in demand for related equipment [3]. - In the fourth quarter of fiscal 2025, AI infrastructure equipment sales accounted for approximately 30% of Thermal Processing Solutions' revenues, up from 25% in the previous quarter, indicating a rapid growth in AI demand [4]. Operational Efficiency - The company has made significant strides in restructuring operations to enhance cost efficiency, reducing its manufacturing sites from seven to four and shifting some production to partners [5]. - The adoption of a semi-fabless manufacturing model has led to $13 million in annual savings, which is expected to positively impact margins in the upcoming quarter [6]. Market Challenges - Despite the positive developments, Amtech continues to face challenges due to weak demand in its mature node semiconductor business, which has negatively impacted revenues from front-end equipment and consumables [7]. - The ongoing weakness in mature node demand is anticipated to offset the benefits from the growth in AI-related equipment and cost-cutting measures [7]. Earnings Prediction Model - The current model does not predict a definitive earnings beat for Amtech this season, as it lacks a positive Earnings ESP despite holding a Zacks Rank of 1 [8][10].

Key Takeaways MCK is expected to post Q3 fiscal 2026 sales of $105.54B, reflecting 10.8% year-over-year growth.MCK's EPS is projected to climb 15.9% to $9.31, with consensus estimates stable over the past month.MCK's results are likely to benefit from oncology strength, GLP-1 volume growth and efficiency gains.McKesson Corporation (MCK) is scheduled to report third-quarter fiscal 2026 results on Feb. 4, after market close.The Zacks Consensus Estimate for sales is pegged at $105.54 billion, implying 10.8% ye ...

Key Takeaways Equinor will report 4Q25 results on Feb. 4, with consensus EPS expected to fall 4.8% y/y to 60 cents.EQNR revenues are estimated at $23.44B, indicating a 15.2% decline, as Q4 crude prices fell sharply y/y.EQNR's plan to divest 40% of its Peregrino stake in the fourth quarter of 2025 may hit earnings.Equinor ASA (EQNR) is set to report fourth-quarter 2025 results on Feb. 4.In the last reported quarter, the large-cap integrated company’s adjusted earnings of 37 cents per share missed the Zacks C ...

Core Viewpoint - Biogen is set to report its fourth-quarter and full-year 2025 results on February 6, with expectations for sales of $2.21 billion and earnings per share of $1.60, following a previous quarter where earnings exceeded expectations by 23.65% [1][10]. Sales Performance - Sales of Biogen's multiple sclerosis (MS) drugs are anticipated to decline due to generic competition for Tecfidera and biosimilar competition for Tysabri, although new products may offset some of this decline [2]. - The Zacks Consensus Estimate for Tecfidera sales is $120 million, while Tysabri is estimated at $362 million, and Vumerity is expected to rise to $183 million due to increased demand [3]. - U.S. MS sales were better than expected in the first three quarters of 2025, driven by Vumerity, but a steeper decline is expected in the fourth quarter due to increased competition, particularly in Europe [4]. Drug-Specific Insights - Sales of Spinraza are projected to decline to $380 million due to lower demand, while Skyclarys is expected to show sequential growth supported by demand and geographic expansion [5]. - Zurzuvae is likely to continue rising in sales, benefiting from strong patient demand and an expanding prescriber base, with its approval in the EU contributing to growth [6][7]. - Alzheimer's collaboration revenues are expected to rise, driven by Biogen's share of net product revenues from Leqembi, which has shown sequential sales improvement in the U.S. [8][9]. Earnings Surprise and Stock Performance - Biogen has a history of beating earnings estimates, with a four-quarter average surprise of 14.02%, and its stock has increased by 25.9% over the past year, outperforming the industry average of 15.2% [12][13]. - The company's Earnings ESP is currently -2.49%, indicating that the model does not predict an earnings beat this time [15][16].

Core Insights - Avery Dennison Corporation (AVY) is set to report its fourth-quarter 2025 results on February 4, 2026, with expected revenues of $2.29 billion, reflecting a 4.9% increase year-over-year [1] - The earnings consensus estimate for AVY is $2.40 per share, indicating a slight year-over-year rise of 0.8% [1] Revenue and Earnings Estimates - The Zacks Consensus Estimate for AVY's fourth-quarter revenues is $2.29 billion, which represents a 4.9% increase from the previous year [1] - The Materials Group segment is projected to see a revenue increase of 5.2% to $1.55 billion, driven by growth in base business and specialty labels [4][7] - The Solutions Group segment's revenues are expected to reach $746 million, marking a 4.5% increase year-over-year [8] Earnings Performance History - Avery Dennison has beaten the Zacks Consensus Estimates in three of the last four quarters, with an average surprise of 0.9% [2] Cost Factors and Margin Impact - Higher raw material, labor, and freight costs are anticipated to negatively impact the company's margins, although productivity improvements and cost-saving measures may offset some of these effects [6] Stock Performance - AVY shares have increased by 3.3% over the past year, contrasting with a 4.8% decline in the industry [9]

Core Insights - Corpay, Inc. (CPAY) is set to release its fourth-quarter 2025 results on February 4, with expectations of surpassing the Zacks Consensus Estimate based on previous performance [1] Revenue Expectations - The Zacks Consensus Estimate for total revenues is $1.2 billion, reflecting a 19.9% increase from the same quarter last year [2] - Vehicle Payments segment revenues are estimated at $566.5 million, indicating a 13.8% year-over-year rise, driven by higher sales production, approval rates, and strong retention in the U.S. [2] - Corporate Payments revenues are projected to reach $475.8 million, a significant 37.4% increase from the previous year, supported by growth in spend volumes [3] - The Lodging Payments segment is expected to generate $119.8 million, showing a slight year-over-year decline [4] - Other Payments revenues are anticipated to be $79.4 million, marking a 13.9% growth from the prior year, attributed to a surge in the gift business [5] Earnings Projections - The consensus estimate for earnings per share is $5.95, suggesting an 11% year-over-year growth [5] - The current model indicates that CPAY may not conclusively predict an earnings beat, with an Earnings ESP of +4.14% and a Zacks Rank of 4 (Sell) [6]

Key Takeaways ARCC to report Q4 and 2025 results on Feb. 4, with Q4 revenues expected to rise 2.3% y/y.ARCC's Q4 EPS estimate is unchanged at 50 cents, implying a 9.1% decline from last year.ARCC faces higher expenses and yield compression from the 2025 rate cuts, pressuring spreads.Ares Capital Corporation (ARCC) is scheduled to announce fourth-quarter and 2025 results on Feb. 4, before market close. Similar to the previous reported quarter, the company is expected to have recorded an improvement in total ...

Core Viewpoint - Snap-on Incorporated (SNA) is expected to report growth in both revenue and earnings for the fourth quarter of 2025, with revenue estimated at $1.22 billion, reflecting a 1.6% increase year-over-year, and earnings per share (EPS) projected at $4.86, indicating a 0.8% growth from the previous year [1][2][11]. Group 1: Financial Estimates - The Zacks Consensus Estimate for revenues is $1.22 billion, which indicates a rise of 1.6% from the year-ago quarter's reported level [1]. - The Zacks Consensus Estimate for earnings is pegged at $4.86 per share, which indicates growth of 0.8% from the year-ago quarter's reported figure [2]. - The consensus mark for earnings has remained unchanged in the past 30 days [2]. Group 2: Business Performance Drivers - Snap-on is enhancing its business model through initiatives focused on safety, service quality, customer satisfaction, and innovation, which are expected to support growth [3]. - The company is expanding its franchise network and deepening relationships with repair shop owners while increasing its presence in emerging markets [3]. - The focus on Rapid Continuous Improvement aims to boost efficiency, control costs, and enhance organizational performance [4]. Group 3: Market Conditions and Demand - Continued strength in the auto repair market is driven by rising miles driven, an aging vehicle fleet, and increasing vehicle complexity, which supports spending on tools and diagnostics [5]. - The Repair Systems & Information (RS&I) Group is expected to perform well due to strong demand for advanced diagnostics and repair information from OEM dealerships and independent repair shops [6]. - The Tools Group segment is showing improvement, aided by product innovation and positive franchisee sentiment following the annual Snap-on Franchisee Conference [7]. Group 4: Industry Opportunities and Challenges - Snap-on sees opportunities in critical industries such as aviation, natural resources, military, and heavy-duty fleets, where demand for precision tools remains strong [8]. - Despite strengths, Snap-on faces macroeconomic pressures, including geopolitical tensions and economic softness in Europe and Asia, which may limit growth in international markets [9]. - Persistent raw material and operating cost inflation remains a risk to profitability [9]. Group 5: Valuation and Stock Performance - Snap-on is trading at a forward 12-month price-to-earnings ratio of 18.03X, which is below its five-year high and near the Tools - Handheld industry's average, indicating attractive valuation [13]. - SNA shares have gained 8.4% in the past three months compared to the industry's 12.8% growth [15].

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Snowflake Inc. (SNOW) , which belongs to the Zacks Internet - Software industry, could be a great candidate to consider.This company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 23.76%.For the last reported quarter, Snowf ...