Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Paypal, with a focus on how actual results compare to estimates impacting stock price [1][2] Earnings Expectations - Paypal is expected to report quarterly earnings of $1.28 per share, reflecting a year-over-year increase of +7.6% [3] - Revenues are projected to be $8.77 billion, which is a 4.8% increase from the previous year [3] Estimate Revisions - The consensus EPS estimate has been revised 2.02% lower in the last 30 days, indicating a reassessment by analysts [4] - The Most Accurate Estimate for Paypal is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.02% [12] Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation from the consensus estimate, with positive readings being more predictive of earnings beats [9][10] - Paypal's current Zacks Rank is 4, which complicates predictions of an earnings beat [12] Historical Performance - In the last reported quarter, Paypal exceeded expectations with earnings of $1.34 per share against an estimate of $1.19, resulting in a surprise of +12.61% [13] - Over the last four quarters, Paypal has consistently beaten consensus EPS estimates [14] Industry Comparison - In the Financial Transaction Services industry, Visa is expected to report earnings of $3.14 per share, a year-over-year increase of +14.2%, with revenues projected at $10.7 billion, up 12.5% [18] - Visa's consensus EPS estimate has been revised up by 0.1% in the last 30 days, but it has an Earnings ESP of -0.07%, making predictions of an earnings beat challenging [19]

The market expects Illinois Tool Works (ITW) 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 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 numbers ...

Core Viewpoint - The market anticipates Marathon Petroleum (MPC) will report a year-over-year increase in earnings despite lower revenues for the quarter ending December 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus EPS estimate for Marathon Petroleum is $2.75 per share, reflecting a significant year-over-year increase of +257.1%. However, revenues are projected to decline by 11.5% to $29.61 billion compared to the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 56.59%, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Marathon Petroleum is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.05%. The company currently holds a Zacks Rank of 5, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Marathon Petroleum was expected to post earnings of $3.11 per share but delivered $3.01, resulting in a surprise of -3.22%. Over the past four quarters, the company has beaten consensus EPS estimates three times [13][14]. Industry Comparison - In the same industry, Valero Energy (VLO) is expected to report earnings of $3.12 per share for the quarter ending December 2025, with a year-over-year change of +387.5%. Valero's revenues are projected to decline by 7.8% to $28.35 billion, but it has an Earnings ESP of +0.30% and a Zacks Rank of 3, indicating a higher likelihood of beating the consensus EPS estimate [18][19][20].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Gartner, despite an expected increase in revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Gartner is projected to report earnings of $3.50 per share, reflecting a year-over-year decrease of 35.8%, while revenues are expected to reach $1.74 billion, a 1.7% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 1.07% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates a positive Earnings ESP of +0.80% for Gartner, suggesting analysts have recently become more optimistic about the company's earnings prospects [12]. Historical Performance - Gartner has consistently beaten consensus EPS estimates in the past four quarters, with a notable surprise of +14.52% in the last reported quarter [13][14]. Investment Considerations - While Gartner is seen as a strong candidate for an earnings beat, other factors may influence stock performance, making it essential for investors to consider the broader context [15][17].

Core Viewpoint - Chubb (CB) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the consensus outlook suggesting a positive earnings picture that could influence its stock price in the near term [1][2]. Earnings Expectations - The earnings report is scheduled for release on February 3, and better-than-expected key numbers could lead to a stock price increase, while missing expectations may result in a decline [2]. - The consensus estimate for Chubb's quarterly earnings is $6.58 per share, reflecting a year-over-year increase of +9.3%, with revenues projected at $15.11 billion, up 5.8% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 0% lower, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Chubb is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.84%, suggesting a bullish outlook from analysts [11]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [9]. - Chubb currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Chubb exceeded the expected earnings of $5.94 per share by delivering $7.49, resulting in a surprise of +26.09% [12]. - The company has successfully beaten consensus EPS estimates in each of the last four quarters [13]. Industry Context - The Hartford Insurance Group (HIG), a peer in the Zacks Insurance - Property and Casualty industry, is expected to report earnings of $3.17 per share, reflecting a year-over-year change of +7.8%, with revenues projected at $5.14 billion, up 7.4% [17]. - The Hartford's consensus EPS estimate has been revised 0.4% higher, but a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.73%, making it challenging to predict an earnings beat [18][19].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for RPC, driven by higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - RPC is expected to report quarterly earnings of $0.07 per share, reflecting a year-over-year increase of 16.7% [3]. - Revenues are projected to reach $425 million, representing a 26.7% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. - The Most Accurate Estimate for RPC aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [11]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, with positive readings being more reliable [8][9]. - RPC currently holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [11]. Historical Performance - In the last reported quarter, RPC exceeded expectations with earnings of $0.09 per share against an estimate of $0.05, achieving a surprise of 80% [12]. - Over the past four quarters, RPC has only beaten consensus EPS estimates once [13]. Conclusion - While RPC may not be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [16].

Core Insights - Trane Technologies plc (TT) is expected to report fourth-quarter 2025 earnings on January 29, with an estimated earnings per share of $2.82, reflecting an 8.05% year-over-year increase, and revenues projected at $5.08 billion, indicating a 4.2% rise from the previous year [1]. Group 1: Earnings Expectations - The earnings surprise history for TT has been positive, with the company beating earnings estimates in the last four quarters, averaging a 4.9% surprise [2]. - The robust demand for innovative products and services in the Americas Commercial HVAC segment is anticipated to enhance the company's revenue for the December-end quarter of 2025, with revenues from the Americas estimated at $3.98 billion, a 4.7% increase year-over-year [3]. Group 2: Growth Drivers - The collaboration with AWS–Amazon and the acquisition of Stellar Energy Digital are expected to contribute to revenue growth and margin quality by expanding high-margin digital services and scaling AI-driven energy efficiency solutions [4]. Group 3: Earnings Prediction Model - The earnings prediction model indicates a potential earnings beat for Trane Technologies, with an Earnings ESP of +0.54 and a Zacks Rank of 3 (Hold), suggesting moderate confidence in the earnings outcome [5].

Core Viewpoint - United Rentals, Inc. (URI) is expected to report its fourth-quarter 2025 results on January 28, with adjusted earnings per share (EPS) anticipated to show a year-over-year increase despite a recent miss in the previous quarter [1][3]. Financial Performance - In the last reported quarter, URI's adjusted EPS missed the Zacks Consensus Estimate by 6.3% and decreased by 0.8% year over year, while total revenues exceeded the consensus estimate by 1.7% and increased by 5.9% year over year [1][2]. - The Zacks Consensus Estimate for fourth-quarter adjusted earnings has risen to $11.90 per share, reflecting a 2.7% increase from the previous year's earnings of $11.59 per share [3]. - The consensus estimate for total revenues is projected at $4.26 billion, indicating a growth of 3.9% from the prior-year quarter [3]. Revenue Drivers - Revenue growth is expected to be driven by strong demand in public infrastructure and non-residential markets, supported by federal and state funding and lower interest rates [4]. - New project activity is anticipated to be broad-based, particularly in sectors such as data centers, semiconductors, LNG facilities, hospitals, and airports, indicating sustained demand across key industrial and construction markets [4]. - Specialty rentals, which offer higher margins, are expected to contribute to revenue growth through both organic means and cold-starts that expand capacity in new markets [5]. Operational Strategy - URI's diverse fleet management approach focuses on customer demand and optimizing utilization levels, which is expected to enhance service to large customers requiring a wide range of equipment [6]. - Strategic acquisitions and joint ventures are likely to have further catalyzed growth trends in the upcoming quarter [6]. Earnings Outlook - Year-over-year bottom-line growth is anticipated due to higher fleet productivity and disciplined rate management, alongside continued cost control measures [7]. - However, inflationary pressures and elevated delivery costs may partially offset these gains, limiting margin expansion [7]. Market Sentiment - Recent upward adjustments in EPS estimates signal cautious optimism ahead of the fourth-quarter earnings report [9]. - The combination of a positive Earnings ESP of +0.64% and a Zacks Rank of 3 (Hold) suggests a potential earnings beat for URI [10].

Core Viewpoint - Chevron Corporation (CVX) is expected to report fourth-quarter 2025 results on January 30, with revenues estimated at $52.7 billion, reflecting a modest increase of 0.8% year-over-year, while earnings per share (EPS) is projected at $1.47, indicating a nearly 29% decline from the previous year [1][2]. Revenue and Earnings Estimates - For the full year 2025, Chevron's revenues are estimated at $191.8 billion, representing a decrease of 5.5% year-over-year, with EPS expected to be $7.25, indicating a contraction of around 27.9% [2]. Earnings Surprise History - In the last reported quarter, Chevron achieved an earnings surprise of 11.5%, beating the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 2.8% [3]. Earnings Prediction Model - The Zacks model does not predict a definitive earnings beat for Chevron in the fourth quarter, as the Earnings ESP is -2.39% and the Zacks Rank is 4 (Sell) [4][5]. Factors Influencing Q4 Results - Despite strong upstream production momentum, earnings may be limited by weaker realized oil prices and higher depreciation costs. Upstream earnings are estimated at $2.9 billion, down 33% year-over-year, due to lower liquids realizations [6][8]. - Chevron's downstream segment is expected to contribute positively, with estimated income of $760 million, a significant turnaround from a loss of $248 million in the previous year, supported by refining gains and cost savings [10][11]. Capital Expenditures and Financial Commitments - Chevron's ongoing capital commitments, including organic capital expenditures of $4.4 billion in Q3 and full-year 2025 capex guidance of $17–$17.5 billion, may pressure fourth-quarter earnings [9]. Market Comparison - Chevron's stock has increased by 7.2% over the past six months, compared to a 10% growth in the broader Zacks Energy sector, while ExxonMobil's shares rose by 21% [14]. Valuation Perspective - Chevron is trading at a premium compared to the industry average in terms of forward price-to-earnings ratio and is above its five-year mean of 11.86 [17].

Core Viewpoint - Owens Corning (OC) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a strong history of exceeding expectations [1]. Group 1: Earnings Performance - Owens Corning has a solid track record of surpassing earnings estimates, with an average surprise of 5.81% over the last two quarters [2]. - In the last reported quarter, the company achieved earnings of $3.67 per share, exceeding the Zacks Consensus Estimate of $3.64 per share by 0.82% [3]. - In the previous quarter, Owens Corning reported earnings of $4.21 per share against an expected $3.8 per share, resulting in a surprise of 10.79% [3]. Group 2: Earnings Estimates and Predictions - Recent changes in earnings estimates for Owens Corning have been favorable, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating potential for an earnings beat [6]. - The current Earnings ESP for Owens Corning is +12.59%, reflecting increased analyst optimism regarding its near-term earnings potential [9]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced positive surprises nearly 70% of the time [7].