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]

Core Viewpoint - Analysts expect Euronet Worldwide (EEFT) to report quarterly earnings of $1.13 per share, reflecting an 11.7% year-over-year decline, while revenues are projected to be $916.3 million, up 6.9% from the previous year [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions to stock performance, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock price performance [2] Analyst Forecasts - Analysts predict the following revenue figures for Euronet Worldwide's segments: - EFT Processing Segment: $238.42 million, a 9.8% increase year-over-year [4] - Money Transfer Segment: $410.68 million, a 6.8% increase year-over-year [4] - epay Segment: $268.64 million, a 4.5% increase year-over-year [4] Stock Performance - Euronet Worldwide shares have declined by 15.6% over the past month, compared to a 8.9% decline in the Zacks S&P 500 composite, with a Zacks Rank of 3 (Hold), indicating expected performance in line with the overall market [5]

The current level reflects a downward revision of 3% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period. Wall Street analysts forecast that CNX Resources Corporation. (CNX) will report quarterly earnings of $0.65 per share in its upcoming release, pointing to a year-over-year increase of 44.4%. It is anticipated that revenues will amount to $495.75 million, exhibit ...

Core Viewpoint - The Kraft Heinz Company (KHC) is expected to report a decline in both revenue and earnings for the first quarter of 2025, with projected revenues of $6 billion, reflecting a 6.5% decrease year-over-year, and earnings per share estimated at 60 cents, indicating a 13% decline from the previous year [1][2]. Group 1: Revenue and Earnings Projections - The Zacks Consensus Estimate for KHC's revenues is $6 billion, which represents a 6.5% decline from the same quarter last year [1]. - The consensus estimate for quarterly earnings remains at 60 cents per share, projecting a 13% decrease compared to the year-ago quarter [1]. - KHC has a trailing four-quarter earnings surprise average of 4.3% [1]. Group 2: Volume and Sales Challenges - KHC is experiencing headwinds in volume performance, which is negatively impacting top-line growth due to changing consumer behavior amid economic uncertainty and weakness in the U.S. Away from Home segment [2]. - A model suggests a 4.6 percentage point year-over-year decline in volume/mix for the first quarter of 2025, leading to a projected 4.1 percentage point drop in organic net sales [3]. Group 3: Margin Pressures - The company is facing margin pressure attributed to unfavorable volume/mix shifts, rising manufacturing and procurement costs, and adverse foreign currency impacts [4]. - The adjusted gross margin is expected to contract by 30 basis points year-over-year, reaching 34.2% in the first quarter of fiscal 2025 [4]. Group 4: Earnings Prediction Model - The current model does not predict an earnings beat for KHC, as it has a Zacks Rank of 3 (Hold) and an Earnings ESP of -0.04% [5].

Core Viewpoint - NVR, Inc. is expected to report lower earnings in Q1 2025 despite an increase in homebuilding revenues year-over-year, driven by adjustments to high mortgage rates and a strong business model [1][4]. Financial Performance - In the last reported quarter, NVR's earnings and homebuilding revenues exceeded the Zacks Consensus Estimate by 10.7% and 3.3%, respectively, with year-over-year increases of 15% in earnings and 16% in homebuilding revenues [1]. - The consensus estimate for Q1 2025's EPS has decreased to $107.87 from $108.23, indicating a 7.3% decline from the year-ago EPS of $116.41 [2]. - Revenue for the upcoming quarter is projected at $2.37 billion, reflecting a 3.9% increase from the previous year's $2.29 billion [3]. Revenue and Orders - Homebuilding revenues, which accounted for 97.8% of total revenues in 2024, are expected to grow 4.8% year-over-year to $2.4 billion in Q1 2025 [5]. - The average selling price of settlements is anticipated to improve by 1.2% year-over-year to $454,400, with total settlements expected to rise 3.6% to 5,271 units [5]. - Total new orders are projected to increase by 8.7% year-over-year to 6,577 units, with a backlog of 11,259 units valued at $5.42 billion, up from $5.22 billion a year ago [7]. Cost and Margin Outlook - The company's bottom line is expected to decrease year-over-year due to rising building materials and labor costs, with homebuilding gross margin projected at 22%, down 250 basis points from the previous year [6]. Earnings Prediction Model - The Zacks model does not predict an earnings beat for NVR in the upcoming quarter, as the company lacks a positive Earnings ESP and a favorable Zacks Rank [8]. - NVR's Earnings ESP stands at -1.62%, and it currently holds a Zacks Rank of 4 (Sell) [9].

Core Viewpoint - Synchrony Financial (SYF) is expected to report first-quarter 2025 results on April 22, 2025, with earnings estimated at $1.66 per share and revenues of $4.55 billion, indicating a year-over-year earnings increase of 40.7% and revenue growth of 3.4% [1][2] Financial Performance Estimates - The Zacks Consensus Estimate for Synchrony's total revenues in 2025 is $18.62 billion, reflecting a year-over-year rise of 3.4% [2] - The consensus estimate for current year EPS is $7.58, suggesting a year-over-year increase of approximately 15% [2] - Synchrony has beaten the consensus estimate for earnings in three of the last four quarters, with an average surprise of 2.8% [2] Earnings Prediction - The model predicts a likely earnings beat for Synchrony, supported by a positive Earnings ESP of +1.29% and a Zacks Rank of 3 (Hold) [3] Factors Influencing Q1 Results - Expected advantages in Q1 include increased net interest margin and average active accounts, with net interest income estimated to grow by around 3% year-over-year [4] - The total average active accounts are projected to have risen marginally in Q1 [5] - An increase in Average Interest-Earning Assets is anticipated, with a consensus estimate indicating a 3.4% rise from the previous year [6] - The net interest margin is expected to improve to 14.76%, up from 14.55% a year ago, enhancing profitability [6] Challenges and Concerns - Despite positive factors, Synchrony is expected to face increased information processing and professional fees, along with a slight decline in purchase volumes [7] - The Zacks Consensus Estimate for total purchase volumes indicates a 0.1% year-over-year decline due to selective consumer spending and credit actions [8] - The efficiency ratio is projected at 32.46%, indicating a deterioration from the prior year's figure of 25.1% [8] - Net charge-offs are likely to have substantially increased in the quarter [8]

GE Aerospace (GE) is scheduled to report first-quarter 2025 results on April 22, before market open.The Zacks Consensus Estimate for its first-quarter earnings has decreased 2.3% in the past 90 days. However, the company has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, the average surprise being 19%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Let’s see how things have shaped up for GE Aerospace this ...

Company Overview - CVR Energy (CVI) is expected to report a year-over-year decline in earnings due to lower revenues, with a projected quarterly loss of $0.90 per share, representing a change of -2350% [3][12] - Revenues are anticipated to be $1.62 billion, down 13.1% from the same quarter last year [3] Earnings Expectations - The consensus EPS estimate has been revised 186.67% higher in the last 30 days, indicating a reassessment by analysts [4] - The Most Accurate Estimate for CVR matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, which complicates predictions of an earnings beat [10][11] Historical Performance - In the last reported quarter, CVR was expected to post a loss of $0.65 per share but actually reported a loss of $0.13, resulting in a surprise of +80% [12] - Over the past four quarters, CVR has beaten consensus EPS estimates two times [13] Market Sentiment - The stock may experience upward movement if the actual results exceed expectations, while a miss could lead to a decline [2] - The combination of a Zacks Rank of 3 (Hold) and an Earnings ESP of 0% suggests uncertainty regarding the likelihood of an earnings beat [11][18] Industry Comparison - Phillips 66 (PSX), another player in the Oil and Gas - Refining and Marketing industry, is expected to report earnings of $0.42 per share, reflecting a year-over-year change of -77.9% [17] - Phillips 66's revenues are projected to be $30.67 billion, down 15.8% from the previous year [17]