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Aflac (AFL) Q2 Earnings and Revenues Top Estimates
ZACKS· 2025-08-05 22:45
Company Performance - Aflac reported quarterly earnings of $1.78 per share, exceeding the Zacks Consensus Estimate of $1.71 per share, but down from $1.83 per share a year ago, representing an earnings surprise of +4.09% [1] - The company posted revenues of $4.54 billion for the quarter, surpassing the Zacks Consensus Estimate by 2.30%, but down from $5.14 billion year-over-year [2] - Over the last four quarters, Aflac has surpassed consensus EPS estimates two times and topped revenue estimates just once [2] Future Outlook - The sustainability of Aflac's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.73 on revenues of $4.47 billion, and for the current fiscal year, it is $6.75 on revenues of $17.68 billion [7] Industry Context - The Insurance - Accident and Health industry, to which Aflac belongs, is currently ranked in the bottom 15% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Aflac's performance [5][6]
Vestis (VSTS) Q3 Earnings Meet Estimates
ZACKS· 2025-08-05 22:45
分组1 - Vestis reported quarterly earnings of $0.05 per share, matching the Zacks Consensus Estimate, but down from $0.16 per share a year ago [1] - The company posted revenues of $673.8 million for the quarter ended June 2025, slightly exceeding the Zacks Consensus Estimate by 0.04%, but down from $698.25 million year-over-year [2] - Vestis has only surpassed consensus EPS estimates once in the last four quarters and has underperformed the market, losing about 60.9% since the beginning of the year [3][4] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.09 on revenues of $698.48 million, and for the current fiscal year, it is $0.23 on revenues of $2.71 billion [7] - The Zacks Industry Rank for Uniform and Related is in the top 41% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]
Resideo Technologies (REZI) Beats Q2 Earnings and Revenue Estimates
ZACKS· 2025-08-05 22:31
Core Insights - Resideo Technologies reported quarterly earnings of $0.66 per share, exceeding the Zacks Consensus Estimate of $0.54 per share, and showing an increase from $0.62 per share a year ago [1] - The company achieved a revenue of $1.94 billion for the quarter, surpassing the Zacks Consensus Estimate by 6.43% and up from $1.59 billion year-over-year [3] Earnings Performance - The earnings surprise for the quarter was +22.22%, with a previous quarter surprise of +110% when actual earnings were $0.63 compared to an expected $0.30 [2] - Over the last four quarters, Resideo has exceeded consensus EPS estimates three times [2] Stock Performance - Resideo Technologies shares have increased approximately 11.8% year-to-date, outperforming the S&P 500's gain of 7.6% [4] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.59 on revenues of $1.88 billion, and for the current fiscal year, it is $2.40 on revenues of $7.39 billion [8] - The industry outlook is favorable, with the Security and Safety Services sector currently ranking in the top 30% of over 250 Zacks industries [9] Competitor Insights - Alarm.com Holdings, a competitor in the same industry, is expected to report quarterly earnings of $0.52 per share, reflecting a year-over-year decline of -10.3% [10] - Alarm.com Holdings' anticipated revenues are $244.54 million, representing a 4.6% increase from the previous year [11]
Grocery Outlet Holding Corp. (GO) Tops Q2 Earnings Estimates
ZACKS· 2025-08-05 22:21
Core Viewpoint - Grocery Outlet Holding Corp. reported quarterly earnings of $0.23 per share, exceeding the Zacks Consensus Estimate of $0.17 per share, but down from $0.25 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was +35.29%, with the company previously expected to earn $0.07 per share but actually earning $0.13, resulting in a surprise of +85.71% [2] - Revenue for the quarter was $1.18 billion, slightly missing the Zacks Consensus Estimate by 0.27%, compared to $1.13 billion in the same quarter last year [3] - Over the last four quarters, the company has surpassed consensus EPS estimates three times and revenue estimates two times [2][3] Stock Performance and Outlook - Grocery Outlet shares have declined approximately 14% since the beginning of the year, while the S&P 500 has gained 7.6% [4] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.27 for the next quarter and $0.74 for the current fiscal year, with revenues expected to be $1.18 billion and $4.72 billion respectively [5][8] Industry Context - The Consumer Products - Staples industry, to which Grocery Outlet belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, indicating potential challenges ahead [9] - The performance of Grocery Outlet's stock may be influenced by the overall industry outlook, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [9]
Can PTC Inc. (PTC) Run Higher on Rising Earnings Estimates?
ZACKS· 2025-08-05 17:21
Core Viewpoint - PTC Inc. shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise earnings estimates for the company [1][2]. Earnings Estimates - Analysts' optimism regarding PTC's earnings prospects is leading to higher estimates, which is expected to positively impact the stock price [2]. - The Zacks Rank system indicates a strong correlation between earnings estimate revisions and stock price movements, with PTC benefiting from this trend [2][3]. Current Quarter Estimates - For the current quarter, PTC is projected to earn $2.01 per share, reflecting a year-over-year increase of +30.5% [6]. - The Zacks Consensus Estimate for the current quarter has risen by 10.17% over the last 30 days, with no negative revisions reported [6]. Current Year Estimates - For the full year, PTC is expected to earn $6.18 per share, representing a year-over-year change of +21.7% [7]. - The consensus estimate for the current year has increased by 16.57%, supported by two upward revisions and no negative changes [7][8]. Zacks Rank - PTC has achieved a Zacks Rank 2 (Buy), indicating favorable estimate revisions that enhance its investment appeal [9]. - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) have historically outperformed the S&P 500, suggesting a positive outlook for PTC [9]. Stock Performance - PTC shares have increased by 23.8% over the past four weeks, indicating strong investor confidence in the company's earnings growth prospects [10].
Veeva (VEEV) Upgraded to Buy: What Does It Mean for the Stock?
ZACKS· 2025-08-05 17:01
Veeva Systems (VEEV) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. The power of a changin ...
All You Need to Know About Q2 Holdings (QTWO) Rating Upgrade to Buy
ZACKS· 2025-08-05 17:01
Core Viewpoint - Q2 Holdings (QTWO) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive earnings outlook that may lead to increased stock price [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are a significant factor influencing stock prices [4][6]. - Rising earnings estimates for Q2 Holdings suggest an improvement in the company's underlying business, likely resulting in upward pressure on the stock price [5][10]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) to Zacks Rank 5 (Strong Sell) [7]. - Stocks in the top 20% of Zacks-covered stocks, like Q2 Holdings with its Zacks Rank 2, are positioned for potential market-beating returns [10]. Earnings Estimate Revisions for Q2 Holdings - Q2 Holdings is projected to earn $2.22 per share for the fiscal year ending December 2025, with no year-over-year change [8]. - Over the past three months, the Zacks Consensus Estimate for Q2 Holdings has increased by 36.1%, reflecting positive sentiment among analysts [8].
Expeditors International (EXPD) Tops Q2 Earnings and Revenue Estimates
ZACKS· 2025-08-05 14:41
This quarterly report represents an earnings surprise of +8.06%. A quarter ago, it was expected that this logistics services provider would post earnings of $1.3 per share when it actually produced earnings of $1.47, delivering a surprise of +13.08%. Expeditors International (EXPD) came out with quarterly earnings of $1.34 per share, beating the Zacks Consensus Estimate of $1.24 per share. This compares to earnings of $1.24 per share a year ago. These figures are adjusted for non-recurring items. Over the l ...
Great Lakes Dredge & Dock (GLDD) Beats Q2 Earnings and Revenue Estimates
ZACKS· 2025-08-05 14:15
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Great Lakes Dredge & Dock shares have lost about 5.9% since the beginning of the year versus the S&P 500's gain of 7.6%. What's Next for Great Lakes Dredge & Dock? Great Lakes Dredge & Dock (GLDD) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.08 per share. This c ...
Insmed (INSM) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKS· 2025-08-05 14:15
Wall Street analysts forecast that Insmed (INSM) will report quarterly loss of -$1.30 per share in its upcoming release, pointing to a year-over-year increase of 33%. It is anticipated that revenues will amount to $103.42 million, exhibiting an increase of 14.5% compared to the year-ago quarter. The current level reflects a downward revision of 1.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their i ...