Core Viewpoint - Arlo Technologies (ARLO) has consistently beaten earnings estimates and is well-positioned for future earnings reports, particularly with a recent average surprise of 6.46% over the last two quarters [1]. Earnings Performance - In the most recent quarter, Arlo Technologies reported earnings of $0.16 per share, exceeding the expected $0.15 per share, resulting in a surprise of 6.67% [2]. - For the previous quarter, the company reported $0.17 per share against an estimate of $0.16 per share, achieving a surprise of 6.25% [2]. Earnings Estimates and Predictions - Recent estimates for Arlo Technologies have been increasing, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5]. - The Zacks Earnings ESP for Arlo Technologies is currently +4.48%, suggesting that analysts are optimistic about the company's earnings prospects [8]. Zacks Rank and Success Rate - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high probability of beating consensus estimates, with historical data indicating that nearly 70% of stocks with this combination achieve positive surprises [6][8].

Core Insights - Otis Worldwide Corporation (OTIS) is set to report its fourth-quarter 2025 results on January 28, 2026, before market opening [1] - In the previous quarter, adjusted earnings exceeded the Zacks Consensus Estimate by 5%, and net sales surpassed the estimate by 1.2%, with year-over-year growth of 4% in net sales and 9.4% in earnings [1] Earnings Performance - OTIS has surpassed the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 1.7% [2] - The Zacks Consensus Estimate for adjusted EPS has increased to $1.03 from $1.02 over the past 60 days, reflecting a 10.8% increase from the previous year's adjusted EPS of 93 cents [3] - The consensus for net sales is projected at $3.9 billion, indicating a 6.2% growth from the prior year's figure of $3.68 billion [3] Revenue Breakdown - Fourth-quarter net sales are expected to rise year over year, driven by strong operational growth in the Service segment, which accounted for 65.9% of third-quarter 2025 net sales [4] - Maintenance and repair activities are anticipated to remain robust, with repair growth expected to accelerate to around 10% or higher in the fourth quarter [4] - Modernization revenues are also expected to contribute significantly, although growth may moderate sequentially due to timing issues with bond-funded projects in China [4] - In contrast, New Equipment sales, which contributed 34.1% of third-quarter net sales, are likely to negatively impact overall revenue, particularly due to declines in China [5] Segment Performance - The Service segment's net sales are predicted to increase by 11.6% year over year to $2.59 billion, while New Equipment segment sales are expected to decline by 1.1% to $1.34 billion [6] - Adjusted EBITDA is projected to rise by 10.7% to $698.3 million, with margins expanding by 60 basis points [8][12] Margin Analysis - The Service segment is expected to drive margin expansion due to higher service volumes, favorable pricing, and productivity initiatives [9] - However, New Equipment margins are likely to remain under pressure from lower volumes and unfavorable pricing in China, despite some cost savings from restructuring initiatives [10][11] - The adjusted operating margin for the New Equipment segment is expected to decrease to 3.8% from 4.7%, while the Service segment margin is anticipated to grow to 24.8% [11]

Core Insights - Boot Barn Holdings, Inc. (BOOT) is expected to report its third-quarter fiscal 2026 earnings on February 4, with revenue estimates at $705.6 million, reflecting a 16% year-over-year growth, and earnings per share expected to be $2.79, indicating a 14.8% increase from the previous year [1] Group 1: Performance Highlights - Boot Barn's preliminary third-quarter results exceeded management's expectations, with strong same-store sales driven by growth across all geographies and major merchandise categories [2] - The company's performance is likely supported by strength in its core western and workwear categories, along with a focus on exclusive brands and private-label offerings [2] - Effective merchandising execution and disciplined inventory management have aligned product flow with demand trends [2] Group 2: Strategic Initiatives - Management has invested in supply chain, store operations, and omnichannel capabilities, improving product availability and customer experience [3] - Store-level initiatives to enhance in-store engagement and steady e-commerce execution have broadened customer reach and convenience [3] - Boot Barn's expansion strategy and brand-building efforts, including new store openings and market penetration initiatives, have strengthened its national footprint [4] Group 3: Technological Advancements - The company is leveraging technology to enhance the in-store experience and improve cross-channel efficiency through initiatives like "WHIP" (endless aisle), a dedicated mobile app, and "Cassidy," an AI-enabled in-store consumer solution [4] Group 4: Market Challenges - A cautious consumer backdrop and ongoing cost-related challenges may have impacted performance, with uneven discretionary spending patterns potentially weighing on demand [5] - Operating expenses related to labor, logistics, and store operations may limit margin expansion, especially if promotional activities increase in competitive categories [5] Group 5: Earnings Prediction - The Zacks model indicates uncertainty regarding an earnings beat for BOOT, with an Earnings ESP of 0.00% and a Zacks Rank of 1 [6][7]

Key Takeaways RCL will report Q4 results Jan. 29, with EPS projected at $2.81 and revenues near $4.27B.Royal Caribbean's Q4 revenues likely rose on ~10% capacity growth from new ships and fewer dry dock days.RCL benefited from yield gains, higher onboard spending via digital channels and lower net cruise costs.Royal Caribbean Cruises Ltd. (RCL) is scheduled to report fourth-quarter 2025 results on Jan. 29, before the opening bell.RCL’s earnings beat the Zacks Consensus Estimate in each of the trailing four ...

Key Takeaways HON will release Q4 2025 results on Jan. 29, with consensus revenues of $10.16B and EPS of $2.54.Aerospace Technologies sales are seen up 19% to $4.31B on aviation aftermarket demand and defense strength.Energy and Sustainability Solutions revenues are expected to drop 29.9% to $1.22B amid UOP licensing delays.Honeywell International Inc. (HON) is scheduled to release fourth-quarter 2025 results on Jan. 29, before market open.The Zacks Consensus Estimate for HON’s fourth-quarter revenues is pe ...

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Corteva, Inc. (CTVA) despite an increase in revenues when it reports its results for the quarter ended December 2025 [1] Earnings Expectations - Corteva is expected to report quarterly earnings of $0.21 per share, reflecting a year-over-year decrease of 34.4% [3] - Revenues are projected to be $4.23 billion, which is an increase of 6.4% compared to the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised down by 6.5% over the last 30 days, indicating a reassessment by analysts regarding the company's earnings prospects [4] - The Most Accurate Estimate for Corteva is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.57% [12] Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with a strong predictive power for positive readings [9][10] - Corteva currently holds a Zacks Rank of 1, but the negative Earnings ESP complicates predictions of an earnings beat [12] Historical Performance - In the last reported quarter, Corteva was expected to post a loss of $0.49 per share but instead reported a loss of -$0.23, resulting in a positive surprise of 53.06% [13] - Over the past four quarters, Corteva has beaten consensus EPS estimates three times [14] Conclusion - While Corteva does not appear to be a strong candidate for an earnings beat, investors should consider other factors when making decisions regarding the stock ahead of its earnings release [17]

The market expects KKR Real Estate Finance (KREF) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended December 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 February 3, might help the stock move higher if these key numb ...

Lumentum (LITE) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 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 February 3. ...

Core Viewpoint - Jack Henry (JKHY) is anticipated to report a year-over-year increase in earnings driven by higher revenues, 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 be released on February 3, with a consensus estimate of $1.41 per share, reflecting a year-over-year increase of 5.2% [3]. - Revenues are projected to reach $609.37 million, which is a 6.2% increase from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 0.17% higher, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Jack Henry is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +3.25%, suggesting a bullish outlook from analysts [12]. Earnings Surprise History - In the last reported quarter, Jack Henry exceeded the expected earnings of $1.64 per share by delivering $1.97, resulting in a surprise of +20.12% [13]. - The company has successfully beaten consensus EPS estimates in each of the last four quarters [14]. Additional Insights - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. - Jack Henry currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12]. - While an earnings beat can influence stock movement, other factors may also play a significant role in determining stock performance post-earnings release [15].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Voya Financial, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Voya is expected to report quarterly earnings of $2.11 per share, reflecting a year-over-year increase of +40.7% [3]. - Revenues are projected to reach $332.41 million, representing a 91% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.27% lower in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Voya is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.10% [12]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Voya currently holds a Zacks Rank of 3, suggesting a likelihood of beating the consensus EPS estimate [12]. Historical Performance - Voya has consistently beaten consensus EPS estimates, achieving this in the last four quarters [14]. - In the last reported quarter, Voya exceeded expectations by delivering earnings of $2.45 per share against an expected $2.22, resulting in a surprise of +10.36% [13]. Conclusion - Voya is positioned as a compelling candidate for an earnings beat, but investors should consider additional factors before making investment decisions [17].