Wall Street expects a year-over-year decline in earnings on higher revenues when Axis Capital (AXS) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 29. On th ...

Core Viewpoint - Intuitive Surgical, Inc. (ISRG) is expected to report second-quarter 2025 earnings with sales estimated at $2.35 billion and earnings per share (EPS) at $1.92, driven by a projected 15-17% increase in da Vinci procedures in 2025 [2][8]. Financial Performance - ISRG delivered an earnings surprise of 5.85% in the last reported quarter, with an average surprise of 14.64% over the past four quarters [3][4]. - The company has stable EPS estimates of $7.84 for 2025 and $9.05 for 2026 [2]. Market Trends - The Instruments & Accessories segment is anticipated to show strong results due to robust da Vinci procedure growth, particularly in U.S. general surgery and cancer procedures outside the U.S. [6][7]. - Procedure growth in China has improved, primarily driven by urologic procedures, although tariff-related challenges may impact sales [9]. Product Adoption - Strong adoption of the newly launched da Vinci 5 surgical system is expected to contribute positively to the second-quarter results, with 147 systems placed in the first quarter [10]. - The Services segment is likely to reflect strong adoption of digital products and services, including Intuitive App and Intuitive Hub [11]. Valuation and Performance - ISRG shares have declined 0.7% year-to-date, underperforming the S&P 500 Index's gain of 6.5% but outperforming the Zacks Medical sector's decrease of 6.4% [13]. - The company is currently trading at a forward 12-month P/E of 60.92X, significantly higher than the industry average of 27.90X, indicating a premium valuation [16][17]. Future Outlook - Continued growth in da Vinci procedure volume and strong Ion procedure growth are expected to drive ISRG's performance for the remainder of 2025 [20]. - The launch of da Vinci SP in Europe and da Vinci 5 in the U.S. is anticipated to further enhance system placements [21]. - Rising trade tensions and tariff implications may introduce uncertainty, but the company's U.S. and Mexico manufacturing facilities should mitigate some risks [22].

RBB (RBB) came out with quarterly earnings of $0.52 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.39 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of +44.44%. A quarter ago, it was expected that this bank holding company would post earnings of $0.38 per share when it actually produced earnings of $0.13, delivering a surprise of -65.79%. Over the last four quarters, the com ...

Core Viewpoint - TFI International Inc. (TFII) is anticipated to report a year-over-year decline in earnings and revenues for the quarter ended June 2025, which could significantly influence its stock price depending on the actual results compared to estimates [1][3]. Earnings Expectations - The consensus estimate for TFI International's quarterly earnings is $1.25 per share, reflecting a year-over-year decrease of 26.9% [3]. - Expected revenues for the quarter are $2.06 billion, down 9.1% from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 3.56%, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for TFI International is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -3.16% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with a strong predictive power for positive readings [9][10]. - TFI International currently holds a Zacks Rank of 3, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, TFI International was expected to post earnings of $0.95 per share but only achieved $0.76, resulting in a surprise of -20.00% [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Conclusion - TFI International does not appear to be a strong candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock ahead of its earnings release [17].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Beyond (BYON) despite lower revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - Beyond is expected to report a quarterly loss of $0.37 per share, reflecting a year-over-year improvement of +51.3%. Revenues are projected to be $261.38 million, down 34.3% 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 outlook for the company [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that Beyond has a positive Earnings ESP of +16.78%, suggesting analysts are optimistic about the company's earnings prospects [11]. Historical Performance - In the last reported quarter, Beyond was expected to post a loss of $0.67 per share but actually reported a loss of -$0.42, resulting in a surprise of +37.31%. Over the last four quarters, the company has beaten consensus EPS estimates twice [12][13]. Investment Considerations - While a potential earnings beat could positively influence the stock, other factors may also affect stock performance, making it essential to consider the broader context [14][16].

Core Viewpoint - Exelixis (EXEL) is anticipated to report a year-over-year decline in earnings due to lower revenues, with the upcoming earnings report expected to significantly influence its stock price [1][2]. Financial Expectations - The consensus estimate for Exelixis' quarterly earnings is $0.63 per share, reflecting a 25% decrease year-over-year [3]. - Projected revenues for the quarter are $574.51 million, which is a 9.8% decline from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 2.72% higher, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Exelixis is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +2.52%, suggesting a bullish outlook on earnings [12]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of a potential earnings beat, especially when combined with a Zacks Rank of 2 (Buy) [10]. - Exelixis has a Zacks Rank of 2, which enhances the likelihood of exceeding the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Exelixis was expected to earn $0.42 per share but delivered $0.62, resulting in a surprise of +47.62% [13]. - The company has successfully beaten consensus EPS estimates in all of the last four quarters [14]. Conclusion - Exelixis is positioned as a compelling candidate for an earnings beat, but investors should consider additional factors beyond earnings expectations before making investment decisions [17].

Company Overview - Cincinnati Financial (CINF) is expected to report a year-over-year increase in earnings, with a projected EPS of $1.37, reflecting a +6.2% change, and revenues anticipated to reach $2.78 billion, up 15.5% from the previous year [3][12]. Earnings Expectations - The upcoming earnings report is scheduled for July 28, and the stock price may react positively if the actual results exceed expectations, while a miss could lead to a decline [2][12]. - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Cincinnati Financial is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +3.65%, suggesting a likelihood of beating the consensus EPS estimate [12]. - The company has a Zacks Rank of 3, indicating a hold position, which combined with the positive Earnings ESP suggests a favorable outlook for the upcoming earnings [12]. Historical Performance - In the last reported quarter, Cincinnati Financial was expected to post a loss of $0.61 per share but instead reported a loss of -$0.24, achieving a surprise of +60.66% [13]. - Over the past four quarters, the company has successfully beaten consensus EPS estimates three times [14]. Industry Context - The Hartford Insurance Group, a peer in the Property and Casualty insurance sector, is also expected to report earnings of $2.77 per share, reflecting a +10.8% year-over-year change, with revenues projected at $4.89 billion, up 9.6% [18][19].

Core Viewpoint - Wall Street anticipates a year-over-year decline in Nucor's earnings despite higher revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - Nucor is expected to report quarterly earnings of $2.53 per share, reflecting a year-over-year decrease of 5.6% [3][18]. - Revenue is projected to be $8.41 billion, which is an increase of 4.1% from the same quarter last year [3][18]. Estimate Revisions - The consensus EPS estimate has been revised 5.76% higher in the last 30 days, indicating a positive reassessment by analysts [4][19]. - The Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +2.41%, suggesting a bullish outlook on earnings [12][19]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10][11]. - Nucor's current Zacks Rank is 3 (Hold), which, along with the positive Earnings ESP, suggests a likelihood of beating the consensus EPS estimate [12][19]. Historical Performance - Nucor has consistently beaten consensus EPS estimates in the last four quarters, with a notable surprise of +13.24% in the most recent quarter [13][14][19]. Industry Context - Nucor is positioned within the Zacks Steel - Producers industry, where it is expected to deliver results that reflect both the challenges and opportunities in the steel market [18].

Wall Street expects a year-over-year decline in earnings on higher revenues when Woodward (WWD) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 28. On the oth ...

Core Insights - The Q2 earnings season is approaching, with General Motors (GM) and Coca-Cola (KO) set to report their quarterly results, attracting significant investor attention [1][2] General Motors Q2 Expectations - GM's Q2 sales are expected to decline by 5% to $45.34 billion from $47.97 billion a year ago [3] - Q2 earnings per share (EPS) for GM are projected at $2.45, a 20% decrease from $3.06 in the same quarter last year [3] - GM has exceeded the Zacks EPS Consensus for 11 consecutive quarters, with an average earnings surprise of 10.16% over the last four quarters [3][4] Coca-Cola Q2 Expectations - Coca-Cola's Q2 sales are anticipated to increase by 2% to $12.59 billion from $12.36 billion in the previous year [4] - Q2 EPS for Coca-Cola is expected to be $0.83, slightly down from $0.84 in Q2 2024 [4] - Coca-Cola has met or exceeded the Zacks EPS Consensus for 32 consecutive quarters, with an average earnings surprise of 4.93% in its last four quarterly reports [4][5] Valuation Comparison - GM's valuation is more attractive at 5.7X forward earnings compared to Coca-Cola's 23.8X, which is in line with the S&P 500 [5] - GM offers a significant discount in price to forward sales at less than 1X, while KO stands at 6.3X, near the S&P 500 average [5] Dividend Comparison - Coca-Cola has a 2.89% annual dividend yield, significantly higher than GM's 1.13% and the S&P 500's average of 1.18% [7] - Coca-Cola is recognized as a Dividend King, having increased its dividend for over 50 consecutive years, while GM suspended its dividend during the pandemic [8] Operational & Strategic Factors - GM's stock is more appealing in terms of valuation metrics, but Coca-Cola's consistent operational performance and reliable dividend are noteworthy [10] - GM is currently rated as Zacks Rank 3 (Hold), while Coca-Cola holds a Zacks Rank 2 (Buy) [10][11] - The expected decline in GM's Q2 figures reflects a challenging operating environment, while Coca-Cola serves as a defensive hedge against economic uncertainty, evidenced by KO's 12% year-to-date increase compared to GM's flat performance [11]