Core Viewpoint - Boyd Gaming (BYD) is expected to report quarterly earnings of $1.67 per share, a 5.7% increase year-over-year, with revenues projected at $980.29 million, reflecting a 1.3% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 2.3% over the past 30 days, indicating a reassessment by analysts [2]. - Prior revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3]. Revenue Projections - Analysts predict 'Revenues- Online' to be $139.48 million, a 7.4% increase from the year-ago quarter [5]. - 'Revenues by Segment- Downtown Las Vegas' is estimated at $56.10 million, a decrease of 2.8% year-over-year [5]. - 'Revenues by Segment- Midwest and South' is expected to reach $531.53 million, indicating a 1.9% increase [5]. - 'Revenues by Segment- Managed & Other' is projected at $34.94 million, a 5.6% increase from the prior year [6]. - 'Revenues by Segment- Las Vegas Locals' is estimated at $221.91 million, reflecting a 1.4% decrease year-over-year [6]. Adjusted EBITDAR Estimates - 'Adjusted EBITDAR- Online' is forecasted to be $18.72 million, up from $17.06 million in the same quarter last year [7]. - 'Adjusted EBITDAR- Managed & Other' is expected to reach $24.01 million, compared to $23.14 million a year ago [7]. - 'Adjusted EBITDAR- Downtown Las Vegas' is projected at $20.91 million, down from $22.02 million in the previous year [8]. - 'Adjusted EBITDAR- Midwest and South' is estimated at $195.56 million, slightly up from $195.46 million year-over-year [8]. - 'Adjusted EBITDAR- Las Vegas Locals' is expected to be $105.06 million, down from $109.25 million in the prior year [9]. Stock Performance - Boyd shares have increased by 7.2% over the past month, outperforming the Zacks S&P 500 composite, which rose by 5.9% [9].

Core Viewpoint - Edwards Lifesciences Corp. is set to report its second-quarter 2025 results on July 24, with expectations of revenue and earnings declines compared to the previous year [1][2]. Q2 Estimates - The Zacks Consensus Estimate for revenues is $1.49 billion, indicating an 8.9% decline from the prior year's figure [2]. - The estimate for net earnings is 62 cents per share, reflecting an 11.4% decrease from the year-ago reported figure [2]. Estimate Revision Trend - Earnings estimates have remained unchanged at 62 cents per share over the past 60 days, indicating stability in expectations ahead of the earnings announcement [3]. Factors at Play - The Transcatheter Aortic Valve Replacement (TAVR) segment is expected to perform well in the U.S. due to the SAPIEN 3 Ultra RESILIA platform, with a projected revenue of $1.09 billion, representing a 5.2% year-over-year increase [4][5]. - The TMTT segment is anticipated to show significant growth, with revenues estimated at $130.4 million, a 57.1% improvement from the previous year, driven by the PASCAL and EVOQUE systems [6][8]. Segment Performance - The Surgical Structural Heart segment is expected to report revenues of $263.1 million, suggesting a modest 6.2% rise from the year-ago quarter, supported by the global adoption of the RESILIA portfolio [10][11]. - The commercial launch of the EVOQUE tricuspid replacement system is likely to have progressed well, aided by Medicare coverage [7]. Earnings Whispers - Edwards has an Earnings ESP of 0.00%, indicating no advantage in beating estimates this quarter [12]. - The company currently holds a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to other stocks [13].

Core Viewpoint - Otis Worldwide Corporation (OTIS) is set to report its second-quarter 2025 results on July 23, with expectations of mixed performance in earnings and sales compared to the previous year [1][3]. Earnings Performance - In the last reported quarter, adjusted earnings exceeded the Zacks Consensus Estimate by 1.1%, while net sales fell short by 1.7% [1]. - Over the trailing four quarters, OTIS has surpassed earnings estimates in two instances and missed in two, with an average surprise of 0.2% [2]. Estimate Revisions - The Zacks Consensus Estimate for earnings per share (EPS) has increased to $1.02 from $1.01 over the past 30 days, reflecting a 3.8% decline from the year-ago adjusted EPS of $1.06 [3]. - The consensus for net sales is projected at $3.68 billion, indicating a 2.3% growth from the previous year's $3.6 billion [3]. Sales Insights - The Service segment, contributing 65.3% to first-quarter 2025 net sales, is expected to drive year-over-year growth due to increased demand for maintenance and modernization [4]. - The New Equipment segment, which accounted for 34.7% of first-quarter 2025 net sales, is anticipated to face challenges, particularly in China and parts of EMEA, leading to a projected decline in sales [5][8]. Segment Performance - For the second quarter, net sales in the Service segment are expected to rise by 4.7% to $2.28 billion, while New Equipment segment sales are predicted to decrease by 5.2% to $1.35 billion [6]. Margin Analysis - The bottom line is expected to decline due to inflationary pressures, particularly from higher labor and material costs in the Service segment, alongside lower volume in the New Equipment segment [7]. - Despite these challenges, favorable pricing and productivity improvements may partially mitigate the negative impacts on margins [7][8]. SG&A Expenses - Selling, general and administrative (SG&A) expenses are likely to increase due to annual wage hikes and higher restructuring costs, with expectations for SG&A as a percentage of net sales to rise by 50 basis points to 13% [10]. Earnings Prediction - The model predicts an earnings beat for OTIS, supported by a positive Earnings ESP of +0.39% and a Zacks Rank of 2 (Buy) [11][12].

Core Viewpoint - Enterprise Financial Services (EFSC) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended June 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 July 28, and if the key numbers exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - The consensus estimate for EFSC's quarterly earnings is $1.20 per share, reflecting a year-over-year decrease of 0.8%, while revenues are projected to be $163.2 million, an increase of 4.6% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their initial projections [4]. - For EFSC, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.56%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the likelihood of actual earnings deviating from consensus estimates, with a positive ESP being a strong predictor of an earnings beat [9][10]. - EFSC's current Zacks Rank is 4, which complicates the prediction of an earnings beat [12][13]. Historical Performance - In the last reported quarter, EFSC was expected to post earnings of $1.17 per share but actually delivered $1.31, resulting in a surprise of +11.97% [14]. - Over the past four quarters, EFSC has consistently beaten consensus EPS estimates [15]. Industry Comparison - Another player in the Midwest banking industry, 1st Source (SRCE), is expected to report earnings of $1.49 per share, unchanged from the previous year, with revenues projected at $106 million, up 9% [20]. - 1st Source has a higher Most Accurate Estimate leading to an Earnings ESP of +0.34% and a Zacks Rank of 2, indicating a strong likelihood of beating the consensus EPS estimate [20][21].

Core Insights - Analysts forecast Edwards Lifesciences (EW) to report quarterly earnings of $0.62 per share, reflecting a year-over-year decline of 11.4% [1] - Expected revenues are projected at $1.49 billion, indicating a decrease of 8.9% compared to 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 [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] Key Metrics Projections - Net Sales by Product Group for Transcatheter Mitral and Tricuspid Therapies is estimated at $129.87 million, a change of +56.5% from the year-ago quarter [5] - Net Sales by Product Group for Surgical Structural Heart is projected at $259.33 million, reflecting a decrease of -1.9% from the previous year [5] - Net Sales by Product Group for Transcatheter Aortic Valve Replacement is expected to be $1.10 billion, showing an increase of +5.7% year-over-year [6] - Net Sales in Europe are anticipated to reach $353.07 million, indicating a change of +5.2% from the prior-year quarter [6] Regional Sales Expectations - Net Sales Outside of the United States are projected at $621.76 million, reflecting a change of +9.3% from the year-ago quarter [7] - Net Sales in the United States are expected to be $865.54 million, indicating a change of +6% year-over-year [7] - Net Sales in Japan are forecasted to reach $105.11 million, showing an increase of +20.3% from the prior-year quarter [7] - Net Sales for the Rest of World are projected at $163.59 million, reflecting a change of +12% from the previous year [8] Stock Performance - Edwards Lifesciences shares have increased by +3.6% in the past month, compared to the Zacks S&P 500 composite's +5.4% [8] - With a Zacks Rank 2 (Buy), EW is expected to outperform the overall market performance in the near term [8]

Core Insights - Otis Worldwide (OTIS) is expected to report quarterly earnings of $1.02 per share, a decline of 3.8% year-over-year, with revenues projected at $3.68 billion, reflecting a 2.3% increase compared to the same period last year [1] - The consensus EPS estimate has been revised upward by 1.4% over the past 30 days, 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] Financial Metrics - Analysts forecast 'Net Sales- Service' to reach $2.32 billion, indicating a year-over-year increase of 6.4% [5] - 'Net Sales- New Equipment' is projected to be $1.34 billion, suggesting a decline of 5.6% year-over-year [5] - The average prediction for 'Adjusted Operating Profit- New Equipment' is $78.03 million, down from $113.00 million reported in the same quarter last year [5] - 'Adjusted Operating Profit- Service' is expected to be $576.18 million, compared to $550.00 million from the previous year [6] Market Performance - Shares of Otis Worldwide have returned +5.7% over the past month, outperforming the Zacks S&P 500 composite's +5.4% change [6] - Otis Worldwide holds a Zacks Rank 2 (Buy), indicating expectations to outperform the overall market in the near future [6]

Core Viewpoint - Analysts project that Invesco (IVZ) will report quarterly earnings of $0.40 per share, reflecting a 7% decline year over year, while revenues are expected to reach $1.11 billion, marking a 1.9% increase from the same quarter last year [1] Earnings Estimates - There has been a 12.7% upward revision in the consensus EPS estimate over the last 30 days, indicating a collective reassessment by covering analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions to the stock, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock price performance [3] Revenue Projections - Analysts expect 'Operating revenues- Other revenues' to be $53.25 million, indicating a year-over-year increase of 12.8% [5] - The consensus for 'Operating revenues- Service and distribution fees' is $375.77 million, suggesting a 3.9% year-over-year change [5] - 'Operating revenues- Performance fees' are projected to be $8.99 million, reflecting a 3.3% increase from the prior-year quarter [5] Assets Under Management - 'Average AUM - Total' is expected to reach $1855.71 billion, compared to $1669.30 billion a year ago [6] - 'Assets Under Management - Total' is projected to be $1892.28 billion, up from $1715.80 billion in the previous year [6] Stock Performance - Invesco shares have increased by 34.5% in the past month, outperforming the Zacks S&P 500 composite, which rose by 5.4% [6] - With a Zacks Rank 1 (Strong Buy), Invesco is anticipated to outperform the overall market in the near future [6]

Core Viewpoint - Tri Pointe Homes (TPH) is expected to report a significant decline in quarterly earnings and revenues, indicating challenges in the homebuilding sector [1][4]. Financial Performance Estimates - Analysts predict TPH will post quarterly earnings of $0.66 per share, a decrease of 47.2% year-over-year [1]. - Revenue is forecasted at $790.57 million, reflecting a year-over-year decline of 30.2% [1]. - The consensus estimate for 'Total revenues- Homebuilding- Home sales revenue' is $790.56 million, also down 30.2% from the previous year [4]. - 'Total revenues- Financial Service' is expected to be $18.89 million, showing an increase of 11.3% year-over-year [4]. Key Operational Metrics - 'New homes delivered' is estimated at 1,154, down from 1,700 in the same quarter last year [5]. - 'Net new home orders' are projected at 1,316, compared to 1,651 in the previous year [5]. - 'Selling communities at end of period' is expected to remain at 153, unchanged from the same quarter last year [5]. Pricing and Backlog Insights - The 'Average sales price in backlog' is anticipated to reach $757.80, up from $743.00 in the same quarter last year [6]. - The 'Average sales price of homes delivered' is projected at $686.14, compared to $666.00 in the previous year [6]. - The estimated 'Backlog (estimated dollar value)' is $1.42 billion, down from $2.00 billion in the same quarter last year [7]. - 'Backlog (homes)' is expected to be 1,876, a decrease from 2,692 in the previous year [7]. Income Projections - 'Income before income taxes- Financial services' is forecasted at $5.76 million, down from $6.08 million in the same quarter last year [8]. - 'Income before income taxes- Homebuilding' is expected to be $74.45 million, significantly lower than $153.15 million reported in the previous year [8]. Market Performance - TPH shares have increased by 8.1% over the past month, outperforming the Zacks S&P 500 composite, which rose by 5.4% [8].

Group 1 - Healthpeak is expected to report quarterly earnings of $0.46 per share, reflecting a year-over-year increase of 2.2% [1] - Revenues are projected to be $697.54 million, which is a 0.3% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating analysts have reevaluated their initial estimates [1][2] Group 2 - Analysts estimate 'Revenues- Interest income and other' to reach $15.84 million, showing a significant year-over-year change of +102.3% [4] - The consensus estimate for 'Revenues- Rental and related revenues' is $539.47 million, indicating a decrease of -1.3% from the previous year [4] - 'Revenues- Resident fees and services' are estimated at $150.98 million, suggesting a year-over-year increase of +7.2% [4] Group 3 - 'Depreciation and amortization' is projected to be $265.84 million [5] - Healthpeak shares have increased by +7.1% over the past month, outperforming the Zacks S&P 500 composite, which moved +5.4% [5] - Healthpeak holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near future [5]

Core Insights - Analysts project Old Republic International (ORI) will announce quarterly earnings of $0.79 per share, a 4% increase year over year, with revenues expected to reach $2.17 billion, reflecting a 7.6% increase from the same quarter last year [1] Earnings Projections - Revisions to earnings projections are crucial for predicting investor behavior, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [2] Key Metrics Estimates - Analysts estimate 'Operating Revenue- Specialty Insurance Segment- Net premiums earned' at $1.27 billion, indicating a 12.7% year-over-year increase [4] - 'Operating Revenue- Specialty Insurance Segment- Net investment income' is projected to be $149.75 million, also reflecting a 12.7% increase year over year [4] - 'Operating Revenue- Specialty Insurance Segment- Other income' is expected to reach $47.05 million, showing a slight increase of 0.1% [5] - 'Operating Revenue- Corporate & Other' is estimated at $15.07 million, suggesting a significant decline of 35.3% year over year [5] Title Insurance Segment Estimates - 'Operating Revenue- Title Insurance Segment- Net investment income' is forecasted at $16.44 million, a 6% increase from the prior year [6] - 'Operating Revenue- Title Insurance Segment' is expected to be $693.19 million, indicating a 2.1% year-over-year increase [7] Ratios and Performance Metrics - The 'Specialty Insurance Segment - Loss Ratio' is predicted to be 65.0%, up from 64.3% in the same quarter last year [7] - The 'Specialty Insurance Segment - Expense Ratio' is estimated at 28.6%, compared to 28.1% a year ago [7] - The 'Title Insurance Segment - Combined Ratio' is expected to be 96.8%, up from 95.4% in the previous year [8] - The 'Title Insurance Segment - Expense Ratio' is projected at 94.5%, compared to 93.1% last year [8] - The 'Specialty Insurance Segment - Combined Ratio' is estimated at 93.6%, compared to 92.4% a year ago [9] Stock Performance - Over the past month, Old Republic shares have recorded a return of -1.3%, while the Zacks S&P 500 composite has increased by 5.4% [10]