Core Viewpoint - Clearway Energy Inc. (CWEN) is expected to report its second-quarter 2025 results on August 5, with an earnings surprise of 112% in the previous quarter [1] Factors Impacting Q2 Performance - The second-quarter earnings are likely to benefit from contributions from the acquired 137 MW Tuolumne Wind project [2] - Seasonal factors are crucial, as most revenues are generated from May to September when contracted pricing and renewable resources peak [2] - Ongoing repowering of wind assets is expected to enhance earnings by extending project life through new technology [3] Q2 Expectations - The Zacks Consensus Estimate for earnings is 67 cents per share, reflecting a year-over-year increase of 55.8% [4] - The consensus estimate for revenues is $426.7 million, indicating a 16.57% increase from the previous year [4] Earnings Prediction Model - The current Earnings ESP for Clearway Energy is -35.07%, which diminishes the likelihood of an earnings beat this quarter [5] - Clearway Energy holds a Zacks Rank of 3, indicating a hold position [6] Comparable Stocks - HighPeak Energy (HPK) is anticipated to report an earnings beat with an Earnings ESP of +56.33% and a Zacks Rank of 2 [7] - Viper Energy Inc. (VNOM) is also expected to report an earnings beat with an Earnings ESP of +8.56% and a Zacks Rank of 2 [9]

Core Insights - Sealed Air Corporation (SEE) is set to report its second-quarter 2025 results on August 5, with net sales estimated at $1.32 billion, reflecting a 1.9% decline year-over-year [1][6] - The consensus estimate for earnings is 72 cents per share, indicating a year-over-year decline of 13.3% and a 1.4% decrease in estimates over the past 60 days [2][6] Financial Performance - Sealed Air has a history of exceeding earnings estimates, with an average surprise of 20.6% over the last four quarters [4] - The company's earnings per share (EPS) for the last four quarters were reported as follows: 0.81, 0.75, 0.79, and 0.83, with respective surprises of 20.90%, 11.94%, 19.70%, and 29.69% [5][4] Segment Analysis - The Food segment is projected to generate net sales of $891 million, a 0.3% decline from the previous year, with a slight volume decrease of 0.2% [10][9] - The Protective segment is expected to see net sales of $424 million, down 6% year-over-year, continuing a trend of volume declines for 13 consecutive quarters [11][8] - Overall, Sealed Air's volumes are anticipated to dip by 1.7%, with a minimal pricing growth of 0.1% for the quarter [11] Strategic Initiatives - The company's "Reinvent SEE Strategy" is expected to enhance productivity and mitigate supply chain challenges, positively impacting operating margins in the upcoming quarter [12] Stock Performance - Over the past year, Sealed Air's stock has decreased by 20%, compared to a 7.9% decline in the industry [13]

Core Insights - Gartner Inc. is set to release its second-quarter 2025 results on August 5, with a strong earnings surprise history, averaging 21.8% over the past four quarters [1] Revenue Expectations - The Zacks Consensus Estimate for Gartner's Q2 2025 revenue is $1.7 billion, reflecting a 4.9% increase from the same quarter last year [2] - Research segment revenues are estimated at $1.3 billion, indicating a 3.1% year-over-year growth, driven by an increase in research contracts [2] - Conference revenues are projected at $201.8 million, suggesting a more than 100% surge compared to the prior-year quarter [3] - Consulting revenues are expected to reach $148.4 million, implying a 16.3% increase year-over-year, supported by growth in contract optimization and an expanding consulting backlog [3] Earnings Expectations - The consensus estimate for earnings per share (EPS) is $3.37, indicating a 4.7% year-over-year rise, benefiting from strong margins and effective cost management [4] - Gartner's Earnings ESP is currently -2.73%, and it holds a Zacks Rank of 2 (Buy), suggesting that an earnings beat is not predicted this time [5][8]

Core Viewpoint - New Jersey Resources (NJR) is positioned to potentially continue its earnings-beat streak, supported by a positive earnings surprise history and favorable earnings estimates [1][5]. Earnings Performance - For the most recent quarter, NJR reported earnings of $1.65 per share, missing the expected $1.76 per share, resulting in a surprise of 6.67% [2]. - In the previous quarter, NJR exceeded expectations by reporting $1.29 per share against a consensus estimate of $1.14 per share, achieving a surprise of 13.16% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for NJR, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5][8]. - NJR currently has an Earnings ESP of +11.77%, suggesting analysts have recently become more optimistic about the company's earnings prospects [8]. Zacks Rank and Success Rate - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests that NJR has a high probability of beating earnings estimates, with historical data indicating nearly 70% success in such cases [6][8].

Core Viewpoint - Palomar Holdings, Inc. (PLMR) is anticipated to show improvements in both revenue and earnings for the second quarter of 2025, with a revenue estimate of $186.21 million, reflecting a 42.1% year-over-year increase [1] Revenue and Earnings Estimates - The consensus estimate for PLMR's earnings per share is $1.68, indicating a year-over-year increase of 34.4% [2] - The earnings estimate has decreased by 1.2% over the past 60 days [2] Earnings Prediction Model - The earnings prediction model suggests a likely earnings beat for PLMR, supported by a positive Earnings ESP of +0.25% and a Zacks Rank of 3 (Hold) [3][4] Factors Influencing Q2 Results - PLMR's second-quarter earnings are expected to benefit from a fee-based revenue stream and increased policy volumes across various business lines, driven by new business with existing partners and strong premium retention [5] - The focus on the crop business is likely to have positively impacted performance, with premiums earned estimated at $172.4 million [6] Revenue Drivers - Total revenues are expected to be driven by premium increases, higher net investment income, and commission income [7] - The Zacks Consensus Estimate for premiums earned is $174 million, while investment income is estimated at $12.06 million [6] Expense and Loss Ratios - Total expenses are projected to rise due to higher losses, interest, and acquisition expenses, with an estimated total expense of $136.9 million [8] - The combined ratio is expected to be 78.9, aided by a reinsurance policy that limits catastrophe losses [7][9] - The expense ratio is estimated to be slightly higher at 43.4 [10]

Key Takeaways DUK's Q2 sales are likely to have risen on warmer weather, customer growth and new data center agreements.New rate implementations and grid investment returns are expected to boost DUK's Q2 earnings.Higher depreciation and interest costs could pressure earnings despite rate hikes and cost cuts.Duke Energy Corporation (DUK) is scheduled to release its second-quarter 2025 results on Aug. 5, before market open. The company delivered an earnings surprise of 10.69% in the last reported quarter. Mor ...

Key Takeaways Suncor Energy Inc. (SU) is set to report second-quarter 2025 earnings on Aug. 5, after the closing bell. The Zacks Consensus Estimate for earnings is pegged at 50 cents per share and the same for revenues is pinned at $7.6 billion. Let us delve into the factors that might have influenced SU's performance in the to-be-reported quarter. Before that, it is worth taking a look at the company's performance in the last reported quarter. Highlights of SU's Q1 Earnings & Surprise History In the previo ...

Core Viewpoint - Allison Transmission Holdings, Inc. is expected to report second-quarter 2025 results on August 4, with sales and earnings estimates of $794.43 million and $2.20 per share respectively [1][8] Financial Performance - The earnings projection indicates a year-over-year increase of 3.29%, while the revenue estimate suggests a decline of 2.64% compared to the previous year [2] - In the first quarter of 2025, Allison reported adjusted earnings of $2.23 per share, exceeding the Zacks Consensus Estimate of $1.97, and reflecting a 17% year-over-year increase. However, quarterly revenues of $766 million fell 3% from the previous year and missed the consensus estimate of $775 million [2] Market Demand and Outlook - Strong demand for Class 8 vocational vehicles in the North America On-Highway market is driving revenue growth, with expectations to continue this trend into 2025. The company anticipates adjusted EBITDA between $1.17 billion and $1.23 billion for 2025, an increase from $1.165 billion in 2024, and net income projected between $735 million and $785 million, up from $731 million in 2024 [3] R&D and Cost Pressures - The company's electrified propulsion initiatives are expected to increase spending levels, impacting cash flows. R&D costs rose approximately 3% year-over-year in 2024 due to higher spending on product initiatives, and further increases in R&D expenses are anticipated in 2025 [4] Earnings Prediction - The current model does not predict an earnings beat for Allison in the upcoming quarter, as it lacks the necessary combination of positive Earnings ESP and a favorable Zacks Rank [5] - Allison has an Earnings ESP of -0.41% and currently holds a Zacks Rank of 3 [6]

Core Viewpoint - Fluor Corporation (FLR) is set to report its second-quarter 2025 results on August 1, with expectations of revenue growth driven by strong demand in various sectors, despite a projected decline in earnings per share [1][3][9]. Financial Performance - In the last reported quarter, Fluor's adjusted earnings per share (EPS) exceeded the Zacks Consensus Estimate by 46%, while revenues fell short by 6.3%. Year-over-year, EPS grew by 55.3% and revenues by 7% [1]. - The Zacks Consensus Estimate for the second-quarter EPS is unchanged at 59 cents, reflecting a 30.6% decline from 85 cents a year ago. Revenue estimates are at $4.82 billion, indicating a 13.9% increase from $4.23 billion in the previous year [3]. Revenue Drivers - The anticipated revenue growth is attributed to robust demand for infrastructure projects in sectors such as data centers, semiconductors, pharmaceuticals, energy transition, fuel production, and mining and metals. Additionally, strength in environmental remediation and national security is expected to contribute positively [4]. - The Urban Solutions segment is projected to generate revenues of $2.47 billion, a 35% increase from $1.83 billion a year ago. The Mission Solutions segment is expected to see revenues of $718 million, reflecting a 2% growth. Conversely, the Energy Solutions segment is estimated to decline by 4.4% to $1.53 billion from $1.6 billion [6]. Earnings Outlook - Fluor's bottom line is expected to decline year-over-year due to unfavorable currency translation, tariff-related uncertainties, and inflationary pressures. Challenges from commodity price volatility and the cyclical nature of its business lines are also anticipated to impact profitability [8]. - The projected segment profits for Urban, Energy, and Mission Solutions are expected to decline year-over-year, with estimates of $79 million, $61 million, and $36 million, respectively, compared to $105 million, $75 million, and $41 million in the previous year [10]. Earnings Prediction Model - The current model does not predict an earnings beat for Fluor, as the company has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [11][12].

Core Viewpoint - Apollo Global Management, Inc. (APO) is expected to report an increase in both earnings and revenues for the second quarter of 2025 compared to the previous year, despite elevated expenses impacting results [1][7]. Financial Performance Expectations - The Zacks Consensus Estimate for APO's earnings is $1.85, reflecting a year-over-year increase of 12.8% [2]. - The consensus estimate for sales is $1.01 billion, indicating a year-over-year rise of 8.4% [2]. Assets Under Management (AUM) Insights - Total AUM is projected to reach $812.1 billion, representing a sequential increase of 3.5% [3][7]. - AUM growth is supported by overall asset inflows and the company's diversified asset classes, client bases, and geographies [3]. Fee-Related Earnings Estimates - The consensus estimate for management fees is $794.2 million, indicating a sequential rise of 3.1% [4]. - Fee-related performance fees are estimated at $55.6 million, reflecting a 3% increase from the previous quarter [4]. - Net capital solutions fees and other are estimated at $162.3 million, suggesting a sequential decline of 5.4% [4]. Expense Considerations - Elevated expenses are anticipated due to ongoing investments in capital formation and credit investing teams, as well as merger-related charges [5][7]. Earnings Prediction Model - The likelihood of Apollo beating earnings estimates is low, with an Earnings ESP of -0.36% and a Zacks Rank of 4 (Sell) [6].