Wall Street expects a year-over-year decline in earnings on lower revenues when Lear (LEA) 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 earnings report, which is expected to be released on July 25, might help the stock move higher if these key numbers are better than expectations. On the ot ...

Booz Allen Hamilton (BAH) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 2 ...

Core Viewpoint - Phillips 66 is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended June 2025, with a consensus EPS estimate of $1.63, reflecting a -29.4% change, and revenues expected at $30.54 billion, down 21.5% from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for July 25, and the stock may rise if the actual results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 0.82% higher in the last 30 days, indicating a slight bullish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP for Phillips 66 is +4.25%, suggesting a higher Most Accurate Estimate compared to the Zacks Consensus Estimate, indicating a likelihood of beating the consensus EPS estimate [12]. - The stock currently holds a Zacks Rank of 3, which further supports the potential for an earnings beat [12]. Historical Performance - In the last reported quarter, Phillips 66 had a surprise of -16.88%, posting a loss of -$0.90 per share against an expected loss of -$0.77 [13]. - Over the past four quarters, the company has surpassed consensus EPS estimates three times [14]. Industry Context - Valero Energy, another player in the oil refining and marketing industry, is expected to report earnings of $1.76 per share for the same quarter, reflecting a -35.1% year-over-year change, with revenues projected at $27.84 billion, down 19.3% [18][19]. - Valero Energy also has a positive Earnings ESP of +1.22% and a Zacks Rank of 3, indicating a similar potential to beat consensus EPS estimates [20].

Wall Street expects a year-over-year increase in earnings on higher revenues when OneMain Holdings (OMF) 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 earnings report, which is expected to be released on July 25, might help the stock move higher if these key numbers are better than expectati ...

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Virtus Investment Partners (VRTS) due to lower revenues, with a consensus EPS estimate of $6.12, reflecting a -6.3% change, and expected revenues of $189.24 million, down 6.8% from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for July 25, and the stock may rise if actual results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 7.31% higher in the last 30 days, indicating a more optimistic outlook from analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP for Virtus is +2.40%, suggesting analysts have become more bullish on the company's earnings prospects [12]. - A positive Earnings ESP combined with a Zacks Rank of 1 indicates a high likelihood of beating the consensus EPS estimate [10][12]. Historical Performance - In the last reported quarter, Virtus exceeded the expected EPS of $5.33 by delivering $5.73, resulting in a surprise of +7.50% [13]. - Over the past four quarters, Virtus has beaten consensus EPS estimates three times [14]. Industry Context - SEI Investments (SEIC), another player in the Zacks Financial - Investment Management industry, is expected to post earnings of $1.18 per share, reflecting a year-over-year increase of +12.4% [18]. - SEI's revenues are projected to be $561.07 million, up 8.1% from the previous year, with a consensus EPS estimate revised 7.8% higher in the last 30 days [19].

The market expects First Citizens BancShares (FCNCA) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 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 earnings report, which is expected to be released on July 25, might help the stock move higher if these key numbers ...

Core Viewpoint - Chubb Limited (CB) is anticipated to show improvements in both revenue and earnings for the second quarter of 2025, with a revenue estimate of $14.83 billion, reflecting a 7% year-over-year growth [1] Revenue and Earnings Estimates - The consensus estimate for earnings per share (EPS) is $5.85, indicating an 8.7% year-over-year increase, with a slight upward revision of 0.1% in the past 30 days [2] - The Earnings ESP for Chubb Limited stands at +1.11%, with the Most Accurate Estimate at $5.91, suggesting a favorable outlook for an earnings beat [3] Factors Influencing Q2 Results - Premium growth is expected across most product lines, driven by strong retention, rate increases, and new business [4][9] - The International Life Insurance segment is projected to benefit from strong new business in North Asia, particularly in Hong Kong, Taiwan, and Korea, with net premiums earned estimated at $13.1 billion, a 6.7% increase from the previous year [5] - Net investment income is forecasted to be $1.9 billion, benefiting from higher average invested assets and reinvestment rates, with the Zacks Consensus Estimate at $1.8 billion [6] Underwriting Profitability and Expenses - Improved pricing, increased exposure, and prudent underwriting are expected to enhance underwriting profitability, leading to a combined ratio estimate of 85%, an improvement of 200 basis points [7] - Total expenses are anticipated to rise to $10.3 billion due to higher losses, policy benefits, and administrative costs, although share buybacks are expected to support the bottom line [8]

Key Takeaways CMG is set to report Q2 earnings on July 23, with EPS expected to decline 5.9% year over year. Revenues are estimated at $3.1B, up 4.4%, driven by digital growth, expansion and marketing efforts. Higher labor, food and tariff costs are expected to weigh on restaurant-level margins.Chipotle Mexican Grill, Inc. (CMG) is scheduled to report its second-quarter 2025 results after the closing bell on July 23, 2025.In the last reported quarter, the company’s earnings beat the Zacks Consensus Estima ...

Core Viewpoint - PulteGroup Inc. is expected to report a decline in earnings and revenues for the second quarter of 2025, primarily due to ongoing affordability challenges in the housing market and high mortgage rates impacting homebuyers [1][2][3]. Revenue Summary - The Zacks Consensus Estimate for Q2 2025 EPS has decreased to $2.93, reflecting an 18.2% decline from the previous year's EPS of $3.58 [2]. - Revenue is projected at $4.39 billion, indicating a 4.5% year-over-year decline [2]. - Home closings are expected to be between 7,400 and 7,800 units, down from 8,097 units a year ago, with a predicted decline of 6.6% year over year to 7,561 units [3][4]. Segment Performance - Homebuilding revenues, which contributed 97.4% to total revenues in Q1 2025, are expected to decrease by 4.3% year over year to $4.3 billion due to lower home closings [4]. - Financial services revenues, contributing 2.6% to total revenues in Q1, are expected to increase by 1.4% year over year to $113.2 million [4]. Pricing and Margins - The average selling price (ASP) for homes is expected to rise between $560,000 and $570,000, compared to $549,000 a year ago, with a predicted increase of 2.4% year over year to $562,200 [5][6]. - Gross margin is anticipated to shrink to 26.7% from 29.9% last year, impacted by higher buyer incentives and cost pressures [6][7]. Orders and Backlogs - Net new orders are expected to increase by 2.1% year over year to 7,811 units, while total backlog is projected to decline by 10.8% to 11,585 units, with the total backlog value decreasing by 7.3% year over year to $7.51 billion [8]. Earnings Prediction - The model indicates that PulteGroup may not achieve an earnings beat this quarter, with an Earnings ESP of -1.27% and a Zacks Rank of 4 (Sell) [9].

Key Takeaways TSCO's Q2 earnings are likely to see strong demand for consumable, usable and edible merchandise. Market share gains and rural-focused assortments support TSCO's recent momentum. ONETractor and the Neighbor's Club program are driving customer engagement and sales.Tractor Supply Company (TSCO) is likely to register an increase in the top line when it reports second-quarter 2025 results on July 24, before market open. The Zacks Consensus Estimate for revenues is pegged at $4.40 billion, indica ...