Core Viewpoint - The market anticipates a year-over-year decline in earnings for Insight Enterprises due to lower revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Insight Enterprises is expected to report quarterly earnings of $2.03 per share, reflecting a decline of 14.4% year-over-year, and revenues are projected to be $2.16 billion, down 9.3% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.86% higher in the last 30 days, indicating a slight reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for Insight Enterprises is lower than the consensus estimate, resulting in an Earnings ESP of -3.20%, indicating bearish sentiment among analysts [10][11]. Historical Performance - In the last reported quarter, Insight Enterprises exceeded the expected earnings of $2.53 per share by delivering $2.66, resulting in a surprise of +5.14%. Over the last four quarters, the company has beaten consensus EPS estimates twice [12][13]. Overall Assessment - Insight Enterprises 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 the earnings release [16].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for OneWater Marine despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected on May 1, 2025, with a projected EPS of $0.32, reflecting a 52.2% decrease year-over-year, while revenues are estimated at $498.4 million, a 2.1% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 3.17% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][10]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a negative reading of -7.22% for OneWater Marine, suggesting analysts have lowered their expectations, making it challenging to predict an earnings beat [10][11]. Historical Performance - In the last reported quarter, OneWater Marine had a surprise of +42.55%, posting a loss of $0.54 per share against an expected loss of $0.94, but has only beaten consensus EPS estimates once in the last four quarters [12][13]. Market Reaction Factors - An earnings beat or miss may not solely dictate stock movement, as other factors can influence investor sentiment, making it essential to consider additional elements beyond earnings expectations [14][16].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Patrick Industries despite higher revenues, with a focus on how actual results will compare to estimates impacting stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected on May 1, 2025, with an estimated EPS of $0.98, reflecting a -17.7% change year-over-year, while revenues are projected at $956 million, a 2.4% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from covering analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for Patrick Industries is lower than the consensus, resulting in an Earnings ESP of -8.72%, indicating a bearish sentiment among analysts [10]. Historical Performance - In the last reported quarter, Patrick Industries exceeded EPS expectations by 4%, having beaten consensus estimates three times over the last four quarters [12][13]. Stock Movement Factors - An earnings beat or miss alone may not dictate stock movement, as other factors can influence investor sentiment and stock performance [14][16].

The market expects United States Steel (X) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence 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 releas ...

Core Viewpoint - Mondelez (MDLZ) is expected to report quarterly earnings of $0.66 per share, reflecting a 30.5% decline year-over-year, while revenues are forecasted to increase by 0.4% to $9.33 billion [1] Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised upward by 0.8%, indicating analysts' reassessment of their initial forecasts [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 performance [3] Revenue Projections - Analysts project 'Geographic Revenue- North America' to reach $2.57 billion, a decrease of 3% from the previous year [5] - 'Geographic Revenue- Europe' is estimated at $3.39 billion, reflecting a 0.7% increase year-over-year [5] - 'Geographic Revenue- AMEA' is expected to be $2.07 billion, indicating a 6.1% increase from the prior year [5] - 'Geographic Revenue- Latin America' is forecasted at $1.22 billion, showing a decline of 7.5% year-over-year [6] Operating Income Estimates - 'Operating Income- AMEA- Non-GAAP' is projected at $316.05 million, down from $412 million in the same quarter last year [6] - 'Operating Income- Europe- Non-GAAP' is estimated to be $372.28 million, compared to $641 million in the previous year [7] - 'Operating Income- North America- Non-GAAP' is expected to reach $503.38 million, down from $579 million year-over-year [7] - 'Operating Income- Latin America- Non-GAAP' is forecasted at $129.93 million, a decrease from $178 million in the same quarter last year [8] Stock Performance - Mondelez shares have increased by 1.6% over the past month, contrasting with a decline of 5.1% in the Zacks S&P 500 composite [9] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [9]

The consensus estimate for 'Net Operating Revenue- North America' stands at $4.34 billion. The estimate suggests a change of +4.1% year over year. In its upcoming report, Coca-Cola (KO) is predicted by Wall Street analysts to post quarterly earnings of $0.71 per share, reflecting a decline of 1.4% compared to the same period last year. Revenues are forecasted to be $11.12 billion, representing a year-over-year decrease of 1.6%. Over the last 30 days, there has been an upward revision of 0.3% in the consensu ...

Core Viewpoint - The Hartford Insurance Group, Inc. (HIG) is expected to report a decline in earnings for Q1 2025, with a consensus estimate of $2.13 per share, reflecting a 9% decrease from the previous year [1]. Earnings Estimates - The earnings estimate for Q1 has seen six downward revisions with no upward adjustments in the last 30 days [1]. - The Zacks Consensus Estimate for revenues is projected at $4.8 billion, indicating an 11.5% growth compared to the same quarter last year [1]. Earnings Surprise History - HIG has beaten earnings estimates in three of the last four quarters, with an average surprise of 4.66% [2]. Earnings ESP and Zacks Rank - The Hartford has an Earnings ESP of -4.40%, with the Most Accurate Estimate at $2.04 per share, lower than the consensus estimate [4]. - The company currently holds a Zacks Rank of 3 (Hold) [4]. Revenue Drivers - Revenue growth is anticipated from Business Insurance, Personal Insurance, and Employee Benefits segments, with overall net premiums expected to reach $5.9 billion, reflecting an 8.3% increase from the prior year [5]. Business Insurance Segment - The Business Insurance segment is projected to benefit from rate increases and new business growth, with earned premiums estimated at $3.4 billion, a 10.2% increase year-over-year [6][7]. Personal Insurance Segment - The Personal Insurance unit is expected to see earned premiums of $910 million, an 11.9% increase from the previous year, driven by rate hikes and new business growth [8][9]. Employee Benefits Segment - The Employee Benefits business is likely to generate revenues of $1.6 billion, a 2.6% rise from the prior year, supported by improved premiums and favorable mortality trends [10]. Investment Income - The Hartford's net investment income is expected to reach $709 million, indicating a 19.6% growth from the year-ago quarter, aided by higher invested assets and improved reinvestment rates [11]. Cost Pressures - The bottom line is anticipated to be pressured by rising benefits, losses, and higher operating costs, alongside ongoing investments in digital capabilities [12].

Core Viewpoint - AT&T Inc. reported mixed first-quarter 2025 results, with adjusted earnings missing consensus estimates while revenues exceeded expectations [1][4]. Financial Performance - Net income on a GAAP basis was $4.39 billion, or 61 cents per share, compared to $3.39 billion, or 47 cents per share, in the same quarter last year, primarily due to higher contributions from DIRECTV investments [3]. - Adjusted earnings improved to 51 cents per share from 48 cents a year ago, but missed the Zacks Consensus Estimate by one cent [4]. - Quarterly GAAP operating revenues increased by 2% year over year to $30.63 billion, driven by higher Mobility service and equipment sales, as well as Consumer Wireline revenues, surpassing the consensus mark of $30.44 billion [4]. Subscriber Growth - AT&T experienced solid subscriber momentum with 290,000 post-paid net additions, including 324,000 postpaid wireless phone additions [6]. - Postpaid churn was 0.83%, and postpaid phone-only average revenue per user (ARPU) increased by 1.8% year over year to $56.56 [6]. Segment Performance - Communications segment operating revenues rose to $29.56 billion from $28.86 billion, with Mobility business revenues up 4.7% to $21.57 billion and Consumer Wireline revenues up 5.1% to $3.52 billion, despite a decline in Business Wireline revenues [7]. - Service revenues from the Mobility unit improved by 4.1% to $16.65 billion, while equipment revenues increased by 6.9% year over year to $4.92 billion [8]. - Revenues from the Business Wireline segment declined due to lower demand for legacy services, while total segment operating income improved by 3.6% to $6.99 billion [9]. Cash Flow and Liquidity - In Q1 2025, AT&T generated $9.05 billion in cash from operations, up from $7.55 billion a year ago, with free cash flow of $3.15 billion compared to $2.77 billion in the previous year [11]. - As of March 31, 2024, AT&T had $6.88 billion in cash and cash equivalents, with long-term debt of $117.26 billion, resulting in a net debt to adjusted EBITDA ratio of approximately 2.63X [11]. Guidance - For 2025, AT&T expects wireless service revenues to improve in the range of 2-3%, with broadband revenues anticipated to grow in the mid-teens [12]. - Adjusted earnings are projected to be between $1.97 and $2.07 per share, with free cash flow expected to exceed $16 billion due to cost savings [13].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Rogers Corp. due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Rogers Corp. is expected to report quarterly earnings of $0.24 per share, reflecting a year-over-year decrease of 58.6% [3]. - Revenue projections stand at $185.75 million, indicating a 13% decline from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 6.06% higher in the last 30 days, suggesting a reassessment by analysts [4]. - The Most Accurate Estimate is lower than the Zacks Consensus Estimate, leading to an Earnings ESP of -4.17%, indicating a bearish outlook [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive reading is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank of 1, 2, or 3 [8]. - Stocks with a positive Earnings ESP and a solid Zacks Rank have historically produced a positive surprise nearly 70% of the time [8]. Historical Performance - In the last reported quarter, Rogers Corp. exceeded earnings expectations, posting $0.46 per share against an expectation of $0.45, resulting in a surprise of +2.22% [12]. - Over the past four quarters, the company has consistently beaten consensus EPS estimates [13]. Conclusion - Despite the potential for an earnings beat, other factors may influence stock movement, and the current indicators suggest Rogers Corp. may not be a compelling candidate for an earnings surprise [14][16].

Core Insights - Verizon Communications Inc. reported strong first-quarter 2025 results with adjusted earnings and revenues surpassing Zacks Consensus Estimates [1][2] Financial Performance - Net income for the quarter was $4.98 billion, or $1.15 per share, compared to $4.72 billion, or $1.09 per share, in the same quarter last year, driven by top-line growth [2] - Adjusted earnings were $1.19 per share, up from $1.15 year-over-year, beating the consensus estimate by 3 cents [2] - Total operating revenues increased by 1.5% to $33.48 billion, exceeding the consensus estimate of $33.32 billion, supported by growth in service revenues and higher wireless equipment revenues [3] Segment Results - Consumer segment revenues rose 2.2% year-over-year to $25.62 billion, surpassing estimates of $25.23 billion, with service revenues up 2.3% to $20.07 billion [4] - Business segment revenues decreased by 1.2% to $7.29 billion, below estimates of $7.35 billion, primarily due to lower wireline revenues [6] Customer Metrics - The company achieved 137,000 retail prepaid net additions, the highest since the TracFone acquisition, while retail postpaid and retail postpaid phone net additions contracted [1] - Wireless retail postpaid churn was 1.13%, and retail postpaid phone churn was 0.9% [5] - Fios Internet net additions were 41,000, while fixed wireless broadband net additions reached 199,000 [5] Operating Metrics - Operating income improved to $7.98 billion, a 6.1% increase, with total operating expenses remaining flat at $25.51 billion [9] - Consolidated adjusted EBITDA rose to $12.56 billion from $12.07 billion, driven by wireless service revenue growth [10] Cash Flow and Guidance - Verizon generated $7.78 billion in net cash from operating activities, with free cash flow of $3.64 billion, up from $2.71 billion year-over-year [11] - For 2025, the company expects wireless service revenue growth of 2%-2.8% and adjusted EBITDA growth of 2%-3.5% [12]