Core Viewpoint - United Rentals, Inc. (URI) is expected to report its second-quarter 2025 results on July 23, with projected revenue growth driven by strong demand in construction and industrial sectors, despite margin pressures from lower-margin revenue sources [1][3][8]. Revenue Estimates - The Zacks Consensus Estimate for second-quarter adjusted earnings has decreased to $10.54 per share, indicating a 1.5% decrease from the previous year's earnings of $10.70 per share [2]. - The consensus estimate for revenues is pegged at $3.91 billion, reflecting a growth of 3.6% from the prior-year quarter [2]. Revenue Growth Drivers - Revenue growth is anticipated due to solid demand from large infrastructure and industrial projects, including developments in data centers, pharmaceuticals, airports, and industrial manufacturing facilities [3]. - Specialty rentals, which offer higher returns, are expected to contribute to revenue growth both organically and through new market expansions [4]. Segment Performance - General Rentals, contributing 70.7% to total revenues, is projected to see a revenue increase of 2.2% to $2.26 billion, while Specialty Rentals are expected to grow by 6.8% to $1.07 billion year-over-year [5]. - Equipment Rentals, accounting for 84.6% of total revenues, is likely to witness a 3.7% year-over-year increase to $3.33 billion [6][7]. Earnings and Margins - Despite expected revenue growth, margin pressures are likely due to a higher proportion of lower-margin revenue sources, including used equipment and new equipment sales [8]. - Adjusted EBITDA is expected to grow by 1.5% year-over-year to $1.8 billion, but the adjusted EBITDA margin is projected to decline by 110 basis points to 45.8% [9]. Earnings Prediction - The model predicts an earnings beat for United Rentals, supported by a positive Earnings ESP of +5.33% and a Zacks Rank of 2 (Buy) [10][11].

Investors are always looking for stocks that are poised to beat at earnings season and Chubb Limited (CB) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Chubb is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pretty good indicator o ...

Core Viewpoint - Liberty Energy Inc. (LBRT) is expected to report second-quarter earnings on July 24, with earnings estimated at 15 cents per share and revenues at $1.01 billion, reflecting significant year-over-year declines in both metrics [1][9]. Group 1: Recent Performance - In the previous quarter, LBRT reported adjusted net income of 4 cents per share, exceeding the Zacks Consensus Estimate by 1 cent, driven by improved operational efficiency and higher utilization of its frac and wireline fleets [3]. - The company's revenues for the last quarter were $977.5 million, surpassing the Zacks Consensus Estimate by 3.4% [3]. - LBRT has beaten the Zacks Consensus Estimate three times in the last four quarters, with an average surprise of 6.98% [3]. Group 2: Q2 Earnings Expectations - The Zacks Consensus Estimate for second-quarter earnings indicates a 75.41% year-over-year decline, while revenues are expected to decrease by 13.04% from the previous year's $1.16 billion [4][5][9]. - Factors contributing to the anticipated revenue decline include a subdued global macroeconomic environment and fluctuating energy prices, which typically affect demand for hydraulic fracturing services [6]. Group 3: Cost Management - LBRT is expected to see a reduction in operating expenses, projected to reach $963.3 million, down 5.4% from the previous year [7]. - The cost of services is anticipated to decrease from $835.8 million to $783.6 million, which may help mitigate the impact of lower revenues [7][9]. Group 4: Earnings Prediction Model - The Zacks model does not indicate a conclusive earnings beat for LBRT this quarter, with an Earnings ESP of -6.21% and a Zacks Rank of 4 (Sell) [8][10].

Investors are always looking for stocks that are poised to beat at earnings season and Synchrony Financial (SYF) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Synchrony Financial is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pr ...

Investors are always looking for stocks that are poised to beat at earnings season and The Sherwin-Williams Company  (SHW) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because SherwinWilliamsis seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is ...

Key Takeaways LH's Q2 revenues are estimated to be $3.49B, up 8.3% year over year, with EPS expected to rise 5.1% to $4.14. Diagnostics growth is driven by acquisitions, partnerships, and expanded specialty lab services. New Alzheimer's and oncology tests likely supported LH's top-line gains in the second quarter.Labcorp Holdings Inc. (LH) , or Labcorp, is slated to report second-quarter 2025 results on July 24, before the opening bell.The renowned laboratory service provider reported adjusted earnings of ...

Core Viewpoint - Freeport-McMoRan Inc. (FCX) is expected to report strong second-quarter 2025 results, driven by favorable copper prices, lower unit costs, and increased sales volumes [1][6][10] Group 1: Earnings Performance - FCX has a trailing four-quarter earnings surprise of approximately 10.5%, having beaten the Zacks Consensus Estimate for earnings in two of the last four quarters [1] - The Zacks Consensus Estimate for FCX's second-quarter earnings is currently set at 46 cents, with an Earnings ESP of +1.62% indicating a potential earnings beat [5][6] Group 2: Revenue and Sales Volumes - The Zacks Consensus Estimate for FCX's second-quarter consolidated revenues is projected at $7,121 million, reflecting a year-over-year increase of about 7.5% [7] - Copper sales volumes for the second quarter are estimated at 1.005 billion pounds, representing an 8% year-over-year increase and a 15% sequential rise from the first quarter [6][9] Group 3: Cost Structure - FCX's projected consolidated average unit net cash costs per pound of copper for the second quarter are expected to decline to $1.50 from $2.07 in the prior quarter [10] - The reduction in unit costs is anticipated to be driven by higher copper and gold volumes from operations in Indonesia [10] Group 4: Market Conditions - Copper prices experienced volatility in the second quarter, fluctuating between approximately $4.1 and $5 per pound, ultimately closing above $5 per pound at the end of June [8] - The overall copper price trend in the first half of 2025 showed a gain of roughly 25% [8]

Key Takeaways FTI is projected to post Q2 revenues of $2.49B, up 6.9% year over year, led by its Subsea segment. Subsea revenues are expected to grow 7.5% to $2.16B, supporting overall top-line expansion for FTI. Costs are likely to climb 4.3% to $2.12B, with inflation and labor tightness possibly weighing on margins.TechnipFMC plc (FTI) is set to release second-quarter fiscal 2025 results on July 24. The Zacks Consensus Estimate for earnings is pegged at 57 cents per share on revenues of $2.49 billion.Le ...

Core Viewpoint - Ovintiv Inc. is expected to report second-quarter earnings on July 24, with estimates of $1.04 per share and revenues of $1.9 billion [1][7]. Group 1: Previous Quarter Performance - In the last reported quarter, Ovintiv exceeded earnings expectations with adjusted earnings per share of $1.42, surpassing the Zacks Consensus Estimate of $1.20 [2]. - Total revenues for the last quarter were $2.4 billion, beating the Zacks Consensus Estimate by 3.3%, driven by improved natural gas pricing and higher product and service sales [2]. - Ovintiv has consistently beaten earnings estimates in the past four quarters, achieving an average surprise of 27.8% [2]. Group 2: Estimate Revisions and Projections - The Zacks Consensus Estimate for second-quarter 2025 earnings has increased by 2% in the past week, although it indicates a 16.1% year-over-year decline [3]. - Revenue estimates for the second quarter suggest a decline of approximately 14.7% compared to the previous year [3]. - Ovintiv's natural gas volumes are projected to rise by 4.5% year-over-year to 1818 million cubic feet per day (MMcf/d) in Q2 [4][7]. Group 3: Operational Insights - The company anticipates higher natural gas volumes due to full gas systems in Western Canada, preparing for LNG Canada coming online [4]. - Revenues from Canadian operations are expected to reach $481.7 million, reflecting a 4.7% increase from the prior year [4]. - However, operating expenses are projected to increase significantly to $2.3 billion from $1.7 billion in the previous year [5][7]. Group 4: Earnings Prediction - The model predicts an earnings beat for Ovintiv, supported by a positive Earnings ESP of +7.28% and a Zacks Rank of 3 [6][8].

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