Core Viewpoint - Lazard (LAZ) 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 reveal quarterly earnings of $0.38 per share, reflecting a year-over-year decrease of 26.9%, while revenues are projected to be $688.5 million, representing a 0.6% increase from the previous year [3]. - The consensus EPS estimate has been revised down by 1.27% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Lazard is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +2.21%, suggesting a likelihood of beating the consensus EPS estimate [11]. - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [9]. Historical Performance - In the last reported quarter, Lazard exceeded the expected earnings of $0.29 per share by delivering $0.56, resulting in a surprise of +93.10% [12]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [13]. Conclusion - Lazard is positioned as a compelling candidate for an earnings beat, but investors should consider additional factors beyond earnings expectations when making investment decisions [16].

Core Viewpoint - The market anticipates Provident Financial (PFS) to report a year-over-year increase in earnings driven by higher revenues for the quarter ending June 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The earnings report is expected on July 24, with a consensus EPS estimate of $0.50, reflecting a significant year-over-year increase of +733.3%. Revenues are projected to be $212.75 million, up 29.9% from the previous year [3]. - The consensus EPS estimate has been revised 1.28% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Provident Financial is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +3.03%. However, the stock holds a Zacks Rank of 4, complicating predictions of an earnings beat [12]. - A positive Earnings ESP is generally a strong predictor of an earnings beat, especially when combined with a favorable Zacks Rank [10]. Historical Performance - In the last reported quarter, Provident Financial was expected to post earnings of $0.47 per share but exceeded expectations with earnings of $0.50, resulting in a surprise of +6.38%. However, the company has only beaten consensus EPS estimates once in the last four quarters [13][14]. Conclusion - While the company is not positioned as a compelling earnings-beat candidate, it is essential for investors to consider various factors beyond earnings expectations when making investment decisions [17].

Company Overview - Union Pacific (UNP) is anticipated to report a year-over-year earnings increase driven by higher revenues for the quarter ended June 2025, with a consensus outlook suggesting a positive earnings picture [1][2] - The earnings report is scheduled for release on July 24, and the actual results will significantly influence the stock price depending on whether they meet or exceed expectations [2] Earnings Estimates - The Zacks Consensus Estimate predicts quarterly earnings of $2.89 per share, reflecting a year-over-year increase of 5.5% [3] - Expected revenues for the quarter are $6.11 billion, which is a 1.7% increase from the same quarter last year [3] Estimate Revisions - Over the past 30 days, the consensus EPS estimate has been revised down by 0.22%, indicating a reassessment by analysts [4] - The Most Accurate Estimate for Union Pacific is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +0.50%, suggesting a bullish outlook from analysts [12] 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] - Union Pacific currently holds a Zacks Rank of 3, which, along with the positive Earnings ESP, suggests a likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Union Pacific was expected to post earnings of $2.73 per share but delivered $2.70, resulting in a surprise of -1.10% [13] - Over the last four quarters, the company has surpassed consensus EPS estimates two times [14] Industry Context - In comparison, CSX (CSX), another player in the Zacks Transportation - Rail industry, is expected to report earnings of $0.42 per share for the same quarter, indicating a year-over-year decline of 14.3% [18] - CSX's revenues are projected to be $3.58 billion, down 3.2% from the previous year, with a negative Earnings ESP of -0.21%, making it challenging to predict an earnings beat [19]

Core Viewpoint - The market anticipates a year-over-year decline in Valero Energy's earnings due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Valero Energy is expected to report quarterly earnings of $1.76 per share, reflecting a year-over-year decrease of 35.1% [3]. - Revenues are projected to be $27.84 billion, down 19.3% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 3.01% higher in the last 30 days, indicating a reassessment by analysts [4]. - A positive Earnings ESP of +1.22% suggests analysts have recently become more optimistic about Valero's earnings prospects [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Valero currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Valero was expected to post earnings of $0.43 per share but delivered $0.89, resulting in a surprise of +106.98% [13]. - Over the past four quarters, Valero has beaten consensus EPS estimates three times [14]. Conclusion - Valero Energy is positioned as a compelling earnings-beat candidate, but investors should consider other factors influencing stock performance beyond earnings results [17].

Core Viewpoint - TransUnion (TRU) is anticipated to report flat earnings of $0.99 per share for the quarter ended June 2025, with revenues expected to reach $1.1 billion, reflecting a 5.6% increase from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for July 24, and the stock may experience upward movement if actual earnings exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 0.27% higher in the last 30 days, indicating a slight bullish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +1.65% for TransUnion, suggesting a higher likelihood of beating the consensus EPS estimate [11]. - The stock currently holds a Zacks Rank of 2, which further supports the expectation of an earnings beat [11]. Historical Performance - In the last reported quarter, TransUnion exceeded the expected earnings of $0.98 per share by delivering $1.05, resulting in a surprise of +7.14% [12]. - Over the past four quarters, the company has consistently beaten consensus EPS estimates [13]. Conclusion - TransUnion is positioned as a strong candidate for an earnings beat, but investors should consider additional factors beyond earnings results when making investment decisions [16].

Core Viewpoint - World Kinect (WKC) is anticipated to report flat earnings of $0.48 per share for the quarter ended June 2025, with revenues expected to decline by 10.7% to $9.8 billion compared to the previous year [1][3]. Earnings Expectations - The earnings report could lead to a stock price increase if the actual results exceed expectations, while a miss could result in a decline [2]. - The consensus EPS estimate has been revised down by 9.93% over the last 30 days, indicating a bearish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for World Kinect is lower than the consensus estimate, resulting in an Earnings ESP of -4.83% [12]. - The stock currently holds a Zacks Rank of 5, suggesting a strong sell, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, World Kinect had an earnings surprise of +6.67%, reporting $0.48 per share against an expectation of $0.45 [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Conclusion - World Kinect does not appear to be a strong candidate for an earnings beat based on current estimates and rankings, but other factors should also be considered when evaluating the stock ahead of its earnings release [17].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Ardagh Metal Packaging S.A. (AMBP) due to higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected on July 24, with a consensus estimate of $0.08 per share, reflecting a +33.3% year-over-year change, and revenues projected at $1.35 billion, up 7.3% from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst assessments [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +6.67% for Ardagh Metal Packaging, suggesting analysts are optimistic about the company's earnings prospects [12]. Historical Performance - In the last reported quarter, Ardagh Metal Packaging exceeded expectations with earnings of $0.02 per share against an estimate of $0.01, resulting in a +100.00% surprise [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Investment Considerations - While a potential earnings beat is a positive indicator, other factors may also influence stock movement, making it essential to consider the broader context [15][17].

Company Overview - Customers Bancorp (CUBI) is expected to report a year-over-year increase in earnings, with a projected EPS of $1.50, reflecting a change of +0.7% [3] - Revenues are anticipated to be $198.92 million, which is a slight increase of 0.1% from the previous year [3] Earnings Expectations - The consensus EPS estimate has been revised down by 0.9% over the last 30 days, indicating a bearish sentiment among analysts [4] - The Most Accurate Estimate for Customers Bancorp is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.89% [12] Historical Performance - In the last reported quarter, Customers Bancorp exceeded the expected EPS of $1.28 by delivering $1.54, achieving a surprise of +20.31% [13] - Over the past four quarters, the company has beaten consensus EPS estimates three times [14] Industry Context - Origin Bancorp (OBK), another player in the Zacks Banks - Southeast industry, is expected to report an EPS of $0.78 for the same quarter, indicating a year-over-year increase of +16.4% [18] - Revenues for Origin Bancorp are projected at $97.55 million, up 1.2% from the previous year, but it has an Earnings ESP of -7.3% [19]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Deckers despite higher revenues, with a focus on how actual results will compare to estimates impacting stock price [1][2]. Earnings Expectations - Deckers is expected to report quarterly earnings of $0.68 per share, reflecting a year-over-year decrease of 9.3%, while revenues are projected to be $899.21 million, an increase of 9% from the previous year [3]. - The consensus EPS estimate has been revised down by 0.15% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +6.45% for Deckers, suggesting analysts have recently become more optimistic about the company's earnings prospects [12]. - However, Deckers currently holds a Zacks Rank of 4, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Deckers exceeded expectations by delivering earnings of $1.00 per share against an expected $0.57, resulting in a surprise of +75.44% [13]. - Over the past four quarters, Deckers has consistently beaten consensus EPS estimates [14]. Conclusion - While Deckers may not appear to be a strong candidate for an earnings beat, it is essential to consider other factors influencing stock performance ahead of the earnings release [17].

Company Overview - FVCBankcorp (FVCB) is expected to report a year-over-year increase in earnings, with a projected EPS of $0.28, reflecting a +21.7% change, and revenues of $16.19 million, up 11.4% from the previous year [3][12]. Earnings Expectations - The consensus EPS estimate has been revised 7.41% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The company currently has an Earnings ESP of 0%, suggesting no recent differing analyst views from the consensus estimate [12]. Historical Performance - FVCBankcorp has a strong track record, having beaten consensus EPS estimates in the last four quarters, including a +16.67% surprise in the most recent quarter [13][14]. Market Sentiment - The stock's movement may be influenced by how actual results compare to expectations, with potential for upward movement if results exceed estimates [2]. - Despite a strong Zacks Rank of 1, the combination of a 0% Earnings ESP makes it challenging to predict an earnings beat conclusively [12][17]. Industry Context - In the broader context, United Community Banks (UCB) is also expected to report earnings, with an EPS estimate of $0.62, reflecting a +6.9% year-over-year change, and revenues of $259.97 million, up 6% [18][19].