Core Insights - Archer Daniels Midland Company (ADM) is expected to report a decline in earnings for the fourth quarter of 2025, with an estimated earnings per share (EPS) of 83 cents, reflecting a 27.2% decrease from the previous year [1][2]. Financial Performance - The Zacks Consensus Estimate for ADM's revenues is projected at $22.3 billion, indicating a 3.8% growth compared to the same quarter last year [2]. - In the last reported quarter, ADM achieved an earnings surprise of 3.4%, beating the Zacks Consensus Estimate by an average of 4.3% over the last four quarters [3]. Segment Analysis - The Ag Services and Oilseeds segment is anticipated to face continued pressure due to challenging margins, with revenues estimated at $17.7 billion, suggesting a 4.9% year-over-year growth [4][7]. - The Carbohydrate Solutions segment is expected to report revenues of $2.6 billion, indicating a 4.9% decline year-over-year, driven by soft global demand for sweeteners and starches [6][7]. - The Nutrition segment is projected to be a positive contributor, with revenues estimated at $1.85 billion, reflecting a 4.3% year-over-year growth, supported by portfolio optimization and cost discipline [8][9]. Market Dynamics - The company is experiencing margin pressures in its Refined Products and Other segment due to uncertainties in biofuel and trade policies, which have negatively impacted biodiesel margins [5]. - Despite these challenges, ADM is focusing on productivity improvements and innovation, particularly in biosolutions, biotics, flavors, and health and wellness, which are seeing increased customer engagement [10][11]. Valuation Metrics - ADM has a forward 12-month price-to-earnings ratio of 15.76X, which is below its five-year high of 16.91X and above the industry average of 13.59X [15]. - The stock has risen 10.5% over the past three months, contrasting with a 14.8% decline in the industry [15].

Core Viewpoint - Pfizer is expected to report its Q4 and full-year 2025 earnings on February 3, with consensus estimates of $16.93 billion in sales and $0.57 earnings per share (EPS) [1][7]. Earnings Estimates - The Zacks Consensus Estimate for Pfizer's Q4 sales is $16.93 billion and EPS is $0.57, with a decline in 2026 earnings estimates from $3.15 to $2.99 per share over the past 60 days [1][2]. - The earnings surprise history shows Pfizer has exceeded earnings expectations in the last four quarters, with an average surprise of 35.33% [2][3]. Segment Performance Expectations - Q4 growth is anticipated from oncology drugs and Vyndaqel, but offset by weaker COVID products and Prevnar [7]. - Sales of Vyndaqel, Eliquis, Padcev, and Lorbrena are expected to drive top-line growth, while Prevnar and Xeljanz sales have declined [8]. - The Zacks Consensus Estimate for Eliquis alliance revenues is $2.14 billion, and for Prevnar family vaccines is $1.65 billion [10][11]. - Revenues from Comirnaty are expected to decline due to narrower COVID-19 vaccine recommendations, with estimates of $2.0 billion for Comirnaty and $289 million for Paxlovid [12][13]. Oncology and Specialty Care Insights - Oncology sales are expected to be driven by Xtandi, Lorbrena, and Braftovi-Mektovi, while Ibrance sales may decline [14]. - The Zacks Consensus Estimate for Padcev is $527 million and for Ibrance is $1.03 billion [15]. - In Specialty Care, Vyndaqel sales are expected to remain strong at $1.66 billion, while Xeljanz and Enbrel sales may decline [16]. Financial Guidance and Acquisitions - Pfizer expects total revenues for 2026 to be between $59.5 billion and $62.5 billion, with adjusted EPS in the range of $2.80-$3.00 [17]. - A one-time R&D charge related to the acquisition of Metsera will impact Q4 EPS [18]. Stock Performance and Valuation - Pfizer's stock has declined 1.6% over the past year, compared to a 16.4% return for the industry [20]. - The stock trades at a forward P/E ratio of 8.84, lower than the industry average of 18.18 and its five-year mean of 10.25 [23]. Long-Term Outlook - Pfizer's dependence on COVID-related revenues has decreased, with non-COVID operational revenues improving [26]. - The company is focusing on rebuilding its pipeline through acquisitions, with significant investments in business development [28]. - However, challenges remain, including declining COVID product sales and upcoming patent expirations that could negatively impact revenues by approximately $1.5 billion in 2026 [29][30]. - Long-term investors may consider holding the stock as Pfizer aims for growth from its oncology and obesity pipeline starting in 2029 [33].

Core Viewpoint - Merck is expected to report its Q4 and full-year 2025 earnings on February 3, with a consensus estimate of $16.19 billion in sales and $2.04 per share in earnings, but earnings estimates for 2026 have declined significantly due to costs from recent M&A activities [1][7][34] Financial Performance - Merck has consistently exceeded earnings expectations in the past four quarters, with an average earnings surprise of 5.08% and a notable 9.32% surprise in the last quarter [3][34] - The company currently has an Earnings ESP of +0.33% and a Zacks Rank of 4 (Sell) [4] Factors Influencing Upcoming Results - Q4 growth is anticipated from Keytruda, Animal Health, and new drugs, although this may be offset by weaker performance from Gardasil and M&A-related costs [7][34] - Keytruda sales are projected to reach $8.31 billion, driven by strong uptake in early-stage indications and metastatic indications [9][34] - The HPV vaccine Gardasil is expected to see lower sales, particularly in China and Japan, with estimates at $1.04 billion [13][34] - The Animal Health segment is estimated to generate $1.48 billion, with mixed performance in livestock and companion animal products [17][34] Strategic Initiatives - Merck has been active in acquisitions, including Cidara Therapeutics for $9.2 billion and Verona Pharma for around $10 billion, aimed at bolstering its pipeline ahead of Keytruda's patent expiration in 2028 [28][30] - The company is positioned to launch approximately 20 new vaccines and drugs in the coming years, with several having blockbuster potential [27][34] Market Position and Valuation - Merck's stock has increased by 9.4% over the past year, underperforming the industry average of 16.1% [20][34] - The company's shares trade at a forward P/E ratio of 15.62, lower than the industry average of 18.18, but above its five-year mean of 12.48 [23][34] Investment Considerations - While Keytruda remains a significant revenue driver, there are concerns about Merck's reliance on this drug and its ability to diversify its product lineup [31][34] - Short-term investors may be cautious due to challenges such as Gardasil's performance, potential competition for Keytruda, and rising pressures from generics [34]

Core Insights - The fourth-quarter earnings season for the Auto-Tires-Trucks sector is underway, with Tesla and General Motors beating earnings expectations, while PACCAR matched expectations [1] - The auto sector's earnings for fourth-quarter 2025 are projected to decline by 12.9% year-over-year, with revenues expected to contract by 5.7% [1] Industry Performance - The U.S. auto industry experienced a slowdown in the fourth quarter, with vehicle sales dropping to an annualized pace of 15.6 million units from 16.4 million in the third quarter, marking the weakest period of the year [3] - Tariffs on imported vehicles and components, along with inflation, have pressured automakers, leading to increased costs and reduced profitability [4] - The average transaction price for new vehicles reached a record $50,326 in December, contributing to affordability issues for buyers [4] - The electric vehicle (EV) market saw a significant decline, with EV sales falling to 234,000 units in the fourth quarter, down 46% sequentially and 36% year-over-year [5] Company Highlights - **Ford**: Sales rose 2.7% to over 545,200 vehicles in the fourth quarter, with a market share increase of 0.9%. The company expects around $19.5 billion in special charges related to restructuring its U.S. EV strategy [8][9] - **QuantumScape**: Focused on solid-state battery technology, the company has an Earnings ESP of +17.02% and is set to release results on Feb. 11, with a consensus loss estimate of 16 cents per share [11][12] - **Lear Corp.**: The company is enhancing its position through strategic acquisitions and automation, with an Earnings ESP of +1.75% and a scheduled release on Feb. 4 [13][14] - **BorgWarner**: A leader in clean technology solutions, BorgWarner has an Earnings ESP of +2.61% and is expected to release results on Feb. 11, with a consensus estimate of $1.16 per share [15][16]

Core Insights - Chubb Limited (CB) is anticipated to show improvements in both revenue and earnings for the fourth quarter of 2025, with results expected to be reported on February 3, after market close [1] Revenue and Earnings Estimates - The Zacks Consensus Estimate for CB's fourth-quarter revenues is $15.1 billion, reflecting a 5.8% increase from the previous year [2] - The consensus estimate for earnings is $6.58 per share, which indicates a year-over-year increase of 9.3% [2] - The earnings estimate has risen by 2.7% over the past 30 days [2] Earnings Prediction Model - The model indicates a likely earnings beat for CB, supported by a positive Earnings ESP of +0.84% and a Zacks Rank of 3 (Hold) [3][4] Factors Influencing Q4 Results - The fourth-quarter revenue is expected to benefit from strong investment results and premium revenue growth, driven by a robust product portfolio and strong retention across various product lines and regions [5] - The high net-worth personal lines business is projected to see growth from new business and retention, with positive rates across all lines [6] - Life Insurance premiums are expected to increase due to strong new business in North Asia, particularly in Huatai, Hong Kong, Taiwan, and Korea [6] Investment Income and Underwriting Profitability - Net investment income is anticipated to be $1.775 billion, benefiting from higher average invested assets and reinvestment rates [7] - The combined ratio is expected to improve due to better pricing and prudent underwriting, with the Zacks Consensus Estimate set at 83.4 [8] Expense and Share Buybacks - Expenses are projected to rise due to increased policy acquisition costs and administrative expenses, estimated at $11.4 billion [8] - Share buybacks in the quarter are likely to positively impact the bottom line [9] Summary of Q4 Performance - CB's Q4 earnings are projected at $6.58 per share, with strong premiums, investment income, and digital initiatives expected to enhance top-line performance [11]

Core Viewpoint - Church & Dwight Company, Inc. (CHD) is set to announce its fourth-quarter fiscal 2025 earnings on January 30, with investors keen to see if the company can exceed market expectations [1] Revenue and Earnings Estimates - The Zacks Consensus Estimate for revenues is $1.64 billion, indicating a 3.5% growth from the previous year [2] - The consensus estimate for earnings has decreased by one cent over the past month to 84 cents per share, suggesting a 9.1% increase year-over-year [2] - CHD has a trailing four-quarter earnings surprise average of 6% [2] Key Factors Influencing Q4 Performance - CHD's fourth-quarter performance is expected to be bolstered by strong momentum in its core brands, driven by effective innovation [3] - The company's diverse portfolio of value and premium products aligns well with current consumer preferences for affordability and high-quality personal care solutions [3] - Brands like Arm & Hammer have achieved record household penetration, particularly in the laundry segment, benefiting from a shift towards value offerings [3] Innovation and Marketing Strategies - The integration of Touchland has surpassed initial expectations, becoming a significant player in the hand sanitizer market [4] - CHD is utilizing its strong innovation pipeline, with new product launches in the Therabreath and Trojan lines anticipated to drive further growth [4] - Increased marketing investments are aimed at sustaining brand consumption and reinforcing competitive positioning [5] Operational Efficiency and Challenges - Productivity initiatives and supply chain strategies have helped mitigate inflation and tariff impacts, supporting profitability while allowing for continued investment in core brands [5] - However, the company is experiencing a decline in sales due to the winding down of discontinued businesses and negative trends in the vitamin and mineral supplement (VMS) sector [6] - The overall operating environment remains challenging due to high promotional activity in certain categories and constrained household finances affecting discretionary spending [6] Earnings Prediction Insights - The current model does not predict a definitive earnings beat for CHD, with an Earnings ESP of -0.81% and a Zacks Rank of 4 (Sell) [7][8]

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider American Superconductor (AMSC) . This company, which is in the Zacks Electronics - Miscellaneous Components industry, shows potential for another earnings beat.This wind turbine component maker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for th ...

Core Viewpoint - Eversource Energy (ES) is positioned well to continue its trend of beating earnings estimates, making it a stock worth considering for investors [1]. Earnings Performance - Eversource has a strong track record of beating earnings estimates, with an average surprise of 3.65% over the last two quarters [2]. - In the most recent quarter, Eversource reported earnings of $1.19 per share, exceeding the expected $1.12 per share, resulting in a surprise of 6.25% [2]. - For the previous quarter, the company reported $0.96 per share against an estimate of $0.95 per share, achieving a surprise of 1.05% [2]. Earnings Estimates and Predictions - Recent earnings estimates for Eversource have been revised upward, indicating growing analyst confidence in the company's near-term earnings potential [5]. - The Zacks Earnings ESP for Eversource is currently +0.75%, suggesting a positive outlook for the upcoming earnings report [8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a high probability of another earnings beat [5][8]. Earnings ESP Metric - The Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have historically produced positive surprises nearly 70% of the time [6]. - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9].

Core Viewpoint - Monster Beverage (MNST) is highlighted as a strong candidate for investors due to its consistent performance in beating earnings estimates, particularly in the last two quarters, with an average surprise of 12.50% [1]. Earnings Performance - In the last reported quarter, Monster Beverage achieved earnings of $0.56 per share, surpassing the Zacks Consensus Estimate of $0.48 per share, resulting in a surprise of 16.67% [2]. - In the previous quarter, the company was expected to report earnings of $0.48 per share but delivered $0.52 per share, leading to a surprise of 8.33% [2]. Earnings Estimates - There has been a favorable change in earnings estimates for Monster Beverage, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5]. - The current Earnings ESP for Monster Beverage is +17.16%, suggesting that analysts have recently become more optimistic about the company's earnings prospects [8]. Predictive Metrics - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]. Investment Strategy - It is crucial for investors to check a company's Earnings ESP before quarterly releases to enhance the likelihood of successful investments [9].

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Wyndham Hotels (WH) , which belongs to the Zacks Hotels and Motels industry, could be a great candidate to consider.This hotel and resort chain has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 8.74%.For the last reported quar ...