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Curious about Affirm Holdings (AFRM) Q2 Performance? Explore Wall Street Estimates for Key Metrics
ZACKS· 2026-02-02 15:16
Core Viewpoint - Analysts forecast Affirm Holdings (AFRM) will report quarterly earnings of $0.28 per share, reflecting a year-over-year increase of 21.7%, with anticipated revenues of $1.06 billion, showing a 22% increase compared to the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised downward by 8.7% over the past 30 days, indicating a collective reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts expect 'Revenue- Merchant network' to be $313.83 million, representing a 28.2% increase from the year-ago quarter [4]. - The 'Revenue- Card network' is projected at $82.05 million, indicating a 41.1% year-over-year change [5]. - 'Revenue- Interest income' is estimated at $484.64 million, reflecting an 18.4% increase compared to the previous year [5]. - The consensus for 'Revenue- Servicing income' stands at $41.60 million, showing a 45% increase from the prior-year quarter [5]. - 'Revenue- Gain on sales of loans' is expected to reach $132.79 million, indicating a 6% increase from the prior-year quarter [6]. - Analysts project 'Gross Merchandise Volume (GMV)' to be $13,321.57 billion, up from $10,100.00 billion in the same quarter last year [6]. Consumer Metrics - The estimated number of 'Active Consumers' is projected to be 25, up from 21 a year ago [7]. - 'Transactions per Active Consumer' are forecasted to reach 6, compared to 5 in the previous year [7]. Stock Performance - Affirm Holdings shares have returned -18.6% over the past month, contrasting with the Zacks S&P 500 composite's +0.7% change, and the stock holds a Zacks Rank 3 (Hold), suggesting it is expected to mirror overall market performance in the near future [7].
Ares Capital (ARCC) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKS· 2026-01-30 15:20
Core Viewpoint - Wall Street analysts anticipate Ares Capital (ARCC) to report quarterly earnings of $0.50 per share, reflecting a year-over-year decline of 9.1%, while revenues are expected to be $795.35 million, an increase of 4.8% from the previous year [1] Group 1: Earnings and Revenue Estimates - Analysts expect Ares Capital to post earnings of $0.50 per share, indicating a 9.1% decline year-over-year [1] - Revenue projections stand at $795.35 million, which is a 4.8% increase compared to the same quarter last year [1] - The consensus EPS estimate has not changed over the past 30 days, indicating stability in analyst projections [1] Group 2: Specific Income Metrics - 'Dividend income' is projected to be $152.09 million, slightly down from $153.00 million reported in the same quarter last year [4] - 'Other Income' is expected to reach $17.85 million, up from $16.00 million in the previous year [4] - 'Capital Structuring Service Fees' are estimated at $51.37 million, an increase from $48.00 million year-over-year [5] - 'Interest Income from Investments' is projected to be $570.68 million, compared to $542.00 million reported in the same quarter last year [5] Group 3: Market Performance - Ares Capital shares have experienced a -0.4% change over the past month, contrasting with the Zacks S&P 500 composite's +0.9% performance [5] - The company holds a Zacks Rank of 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [5]
Insights Into Yum (YUM) Q4: Wall Street Projections for Key Metrics
ZACKS· 2026-01-30 15:20
Core Viewpoint - Yum Brands (YUM) is expected to report quarterly earnings of $1.78 per share, reflecting a year-over-year increase of 10.6%, with revenues projected at $2.47 billion, up 4.4% from the previous year [1]. Earnings Projections - Analysts have adjusted the consensus EPS estimate upward by 0.2% over the past 30 days, indicating a reassessment of initial projections [1][2]. Revenue Estimates - Total revenues from company sales are estimated to be $948.02 million, representing a year-over-year increase of 7.1% [4]. - Franchise and property revenues are projected to reach $987.03 million, indicating a 4.5% increase year-over-year [4]. - Franchise contributions for advertising and other services are expected to be $536.69 million, showing a 0.9% increase from the prior year [5]. - KFC Division's franchise contributions for advertising and other services are forecasted at $200.77 million, reflecting a 7.9% increase year-over-year [5]. Restaurant Metrics - The number of franchise and license restaurants in the KFC Division is expected to reach 33,411, up from 31,513 in the same quarter last year [6]. - Total restaurants in the Taco Bell Division are projected at 8,984, compared to 8,757 in the previous year [6]. - Company-owned Taco Bell restaurants are expected to total 642, up from 504 year-over-year [7]. - Franchise and license Taco Bell restaurants are estimated at 8,342, compared to 8,253 last year [7]. - Total restaurants in the Pizza Hut Division are expected to be 20,190, slightly down from 20,225 year-over-year [7]. - The total number of restaurants across all divisions is projected to reach 63,461, up from 61,346 in the previous year [8]. - Company-owned KFC restaurants are estimated at 488, compared to 468 last year [8]. Same-Store Sales - The consensus estimate for same-store sales growth in the Taco Bell Division is 5.8%, up from 5.0% year-over-year [8]. Stock Performance - Over the past month, Yum shares have returned +2.8%, outperforming the Zacks S&P 500 composite's +0.9% change [10].
Exploring Analyst Estimates for Novartis (NVS) Q4 Earnings, Beyond Revenue and EPS
ZACKS· 2026-01-30 15:15
Core Viewpoint - Novartis is expected to report quarterly earnings of $1.99 per share, a 0.5% increase year-over-year, with revenues projected at $13.72 billion, reflecting a 4.3% year-over-year growth [1] Earnings Projections - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating analysts' reassessment of their initial projections [1][2] - Changes in earnings projections are crucial for predicting investor reactions to the stock [2] Revenue Estimates - Analysts predict 'Revenues- Oncology- Tafinlar + Mekinist- Total' at $538.87 million, a 2.3% year-over-year increase [4] - 'Revenues- Net sales to third parties' are expected to be $13.70 billion, marking a 4.2% increase from the previous year [4] - 'Revenues- Oncology- Kisqali- Total' is projected to reach $1.49 billion, indicating a significant year-over-year increase of 65% [4] Specific Revenue Forecasts - 'Revenues- Immunology- Cosentyx- Total' is expected to be $1.66 billion, reflecting a 3.9% year-over-year increase [5] - 'Revenues- Oncology- Tasigna- US' is projected at $60.98 million, showing a substantial decline of 72% from the prior year [5] - 'Revenues- Oncology- Promacta/Revolade- US' is forecasted to be $68.99 million, indicating a decline of 78.8% year-over-year [5] Additional Revenue Insights - 'Revenues- Immunology- Cosentyx- US' is expected to reach $1.02 billion, a 1.3% increase year-over-year [6] - 'Revenues- Cardiovascular- Entresto- US' is projected at $450.80 million, reflecting a significant decline of 63.8% from the previous year [6] - 'Revenues- Oncology- Tasigna- ROW' is estimated at $130.80 million, indicating a year-over-year decline of 32.2% [6] Regional Revenue Estimates - 'Revenues- Oncology- Tafinlar + Mekinist- ROW' is expected to be $297.86 million, a 2% increase year-over-year [7] - 'Revenues- Oncology- Promacta/Revolade- ROW' is projected to reach $236.86 million, indicating a decline of 7.8% from the previous year [7] - 'Revenues- Immunology- Cosentyx- ROW' is expected to be $636.87 million, reflecting an 8.3% year-over-year increase [8] Stock Performance - Novartis shares have increased by 8% over the past month, compared to a 0.9% increase in the Zacks S&P 500 composite [8]
Curious about Prudential (PRU) Q4 Performance? Explore Wall Street Estimates for Key Metrics
ZACKS· 2026-01-29 15:16
Core Viewpoint - Analysts project Prudential (PRU) will report quarterly earnings of $3.38 per share, reflecting a 14.2% year-over-year increase, with revenues expected to reach $13.69 billion, a 5.3% increase from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 0.8% in the past 30 days, indicating a reassessment by covering analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3]. Revenue Projections - Analysts estimate 'Total Revenues- Corporate and Other' will reach $91.64 million, a significant increase of 216% year-over-year [5]. - 'Total Revenues- U.S. Businesses- Retirement Strategies' is projected at $4.84 billion, reflecting an 8.1% year-over-year change [5]. - 'Total Revenues- U.S. Businesses- Retirement Strategies- Institutional Retirement Strategies' is expected to be $3.35 billion, indicating a 6.4% increase year-over-year [6]. - 'Total Revenues- U.S. Businesses- Group Insurance' is forecasted to reach $1.68 billion, showing a 7.1% year-over-year change [6]. - The estimated 'Total Revenues- U.S. Businesses' is $8.12 billion, representing a 7.1% increase from the prior year [7]. - 'Total Revenues- International Businesses' is projected at $4.35 billion, indicating a 1.5% year-over-year change [7]. Assets Under Management - 'Assets Under Management and Administration - PGIM - Total' is expected to reach 1478.36 billion, up from 1375.20 billion year-over-year [8]. - 'Assets Under Management and Administration - PGIM - Affiliated' is estimated at 551.01 billion, compared to 384.10 billion in the same quarter last year [8]. - 'Assets Under Management and Administration - PGIM - Retail customers - Third Party' is projected at 267.77 billion, down from 370.90 billion year-over-year [9]. - 'Assets Under Management and Administration - PGIM - Institutional customers - Third Party' is expected to reach 659.58 billion, compared to 620.20 billion in the same quarter last year [9]. - The total 'Assets Under Management and Administration' is projected to be 1791.41 billion, up from 1685.90 billion year-over-year [10]. - 'Assets Under Management and Administration - Assets under administration' is estimated at 189.29 billion, compared to 173.50 billion in the previous year [10]. Stock Performance - Prudential shares have shown a return of -4.6% over the past month, contrasting with the Zacks S&P 500 composite's +0.8% change, indicating expected performance in line with the overall market [11].
Curious about TransDigm (TDG) Q1 Performance? Explore Wall Street Estimates for Key Metrics
ZACKS· 2026-01-29 15:15
Core Viewpoint - Analysts project that TransDigm Group (TDG) will report quarterly earnings of $8.02 per share, reflecting a 2.4% year-over-year increase, with revenues expected to reach $2.25 billion, a 12.4% increase from the same quarter last year [1]. Earnings Projections - The consensus EPS estimate for the quarter has been adjusted downward by 0.1% over the past 30 days, indicating a reassessment by covering analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts expect 'Net sales to external customers- Non-aviation' to be $33.93 million, a 2.8% increase from the prior-year quarter [5]. - 'Net sales to external customers- Power & Control- Commercial and non-aerospace aftermarket' are projected to reach $388.24 million, reflecting a 13.9% increase year over year [5]. - 'Net sales to external customers- Power & Control- Defense' are expected to be $539.72 million, a 9.9% increase from the prior-year quarter [6]. - 'Net sales to external customers- Airframe- Commercial and non-aerospace OEM' are estimated at $297.92 million, indicating a 7.2% year-over-year change [6]. - 'Net sales to external customers- Airframe- Defense' are projected to reach $374.20 million, an 11.7% increase from the prior-year quarter [7]. - The total 'Net sales to external customers- Power & Control' is expected to be $1.16 billion, reflecting a 12.5% increase year over year [7]. - 'Net sales to external customers- Airframe' are forecasted to reach $1.04 billion, indicating a 9.7% year-over-year change [8]. - 'Net sales to external customers- Power & Control- Commercial and non-aerospace OEM' are estimated at $227.83 million, a 16.8% increase from the previous year [8]. - 'Net sales to external customers- Airframe- Commercial and non-aerospace aftermarket' are expected to be $365.16 million, reflecting a 9.7% increase from the prior-year quarter [9]. EBITDA Estimates - 'EBITDA- Power & Control' is projected to reach $621.24 million, compared to $585.00 million in the same quarter last year [9]. - 'EBITDA- Non-aviation' is expected to be $16.36 million, up from $12.00 million in the prior-year quarter [10]. - 'EBITDA- Airframe' is estimated at $518.05 million, slightly up from $516.00 million year over year [10]. Stock Performance - Over the past month, TransDigm shares have returned +6.2%, outperforming the Zacks S&P 500 composite's +0.8% change [11].
Seeking Clues to W.W. Grainger (GWW) Q4 Earnings?
ZACKS· 2026-01-29 15:15
In its upcoming report, W.W. Grainger (GWW) is predicted by Wall Street analysts to post quarterly earnings of $9.43 per share, reflecting a decline of 2.9% compared to the same period last year. Revenues are forecasted to be $4.4 billion, representing a year-over-year increase of 3.9%.Over the last 30 days, there has been a downward revision of 0.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial ...
Seeking Clues to Dover (DOV) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics
ZACKS· 2026-01-27 15:15
Core Viewpoint - Wall Street analysts anticipate Dover Corporation (DOV) to report quarterly earnings of $2.48 per share, reflecting a year-over-year increase of 12.7%, with revenues expected to reach $2.07 billion, up 7.2% from the previous year [1]. Earnings Estimates - There has been a downward revision of 0.2% in the consensus EPS estimate over the last 30 days, indicating a collective reassessment by analysts [2]. - It is crucial to consider revisions to earnings projections prior to the earnings release, as they are indicative of potential investor behavior and correlate with short-term stock performance [3]. Revenue Projections - Analysts predict 'Revenue- Engineered Products' will reach $291.21 million, a 1% increase year-over-year [5]. - 'Revenue- Clean Energy & Fueling' is expected to be $550.00 million, reflecting a 4.2% year-over-year change [5]. - 'Revenue- Climate & Sustainability Technologies' is estimated at $375.88 million, indicating an 8.2% increase from the prior year [5]. - 'Revenue- Pumps & Process Solutions' is projected at $546.35 million, a 14% year-over-year increase [6]. - The consensus for 'Revenue- Imaging & Identification' stands at $303.86 million, showing a 5.2% increase from the previous year [6]. Adjusted EBITDA Estimates - 'Adjusted EBITDA- Engineered Products' is estimated at $65.37 million, compared to $64.86 million in the same quarter last year [7]. - 'Adjusted EBITDA- Clean Energy & Fueling' is expected to be $121.44 million, up from $111.36 million a year ago [7]. - 'Adjusted EBITDA- Climate & Sustainability Technologies' is projected at $64.83 million, compared to $52.57 million in the same quarter last year [8]. - 'Adjusted EBITDA- Pumps & Process Solutions' is forecasted to reach $179.26 million, up from $155.00 million year-over-year [8]. - 'Adjusted EBITDA- Imaging & Identification' is expected to arrive at $87.10 million, compared to $82.45 million in the previous year [9]. Stock Performance - Over the past month, Dover shares have recorded a return of +4.4%, outperforming the Zacks S&P 500 composite's +0.4% change [9].
Gear Up for Stryker (SYK) Q4 Earnings: Wall Street Estimates for Key Metrics
ZACKS· 2026-01-26 15:16
Core Insights - Stryker (SYK) is expected to report quarterly earnings of $4.39 per share, reflecting a 9.5% increase year-over-year, with revenues projected at $7.13 billion, a 10.7% increase compared to the previous year [1] Earnings Projections - Analysts have revised the consensus EPS estimate for the quarter upward by 0.1% over the past 30 days, indicating a collective reassessment of projections [1][2] Revenue and Sales Estimates - Analysts predict 'Net Sales by Business- MedSurg and Neurotechnology' to be $4.53 billion, representing a year-over-year increase of 16.8% [4] - The average estimate for 'Net Sales by Geography- Orthopaedics' is $2.61 billion, indicating a 2.3% increase from the prior-year quarter [4] - 'Net Sales by Geography- Orthopaedics- Hips' is expected to reach $504.79 million, reflecting a 9% year-over-year change [5] - 'Net Sales by Geography- United States' is forecasted at $5.44 billion, suggesting an 11.5% increase year-over-year [6] Specific Sales Forecasts - 'Net Sales by Geography- Orthopaedics- United States' is estimated at $1.87 billion, indicating a 17.7% year-over-year change [6] - 'Net Sales by Geography- Orthopaedics- Trauma and Extremities- United States' is projected to be $828.44 million, reflecting an 11.4% increase from the year-ago quarter [6] - 'Net Sales by Geography- Orthopaedics- Knees- United States' is expected to reach $553.93 million, indicating an 8.8% year-over-year change [7] International Sales Estimates - 'Net Sales by Geography- International' is projected at $1.72 billion, reflecting a 10.2% increase year-over-year [5] - 'Net Sales by Geography- MedSurg and Neurotechnology- Neuro Cranial- International' is expected to be $118.93 million, indicating a decline of 21.8% from the prior-year quarter [8] - 'Net Sales by Geography- MedSurg and Neurotechnology- vascular- International' is estimated at $241.70 million, reflecting an 18.5% increase from the year-ago quarter [8] Market Performance - Stryker shares have shown a return of +0.2% over the past month, mirroring the Zacks S&P 500 composite's +0.2% change, with a Zacks Rank 3 (Hold) indicating expected performance in line with the overall market [10]
Tesla (TSLA) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKS· 2026-01-23 15:15
Core Insights - Tesla's upcoming quarterly earnings report is expected to show earnings of $0.44 per share, a decline of 39.7% year-over-year, with revenues projected at $25.11 billion, down 2.3% from the previous year [1] Revenue Estimates - Analysts predict 'Revenues- Automotive sales' will reach $17.97 billion, reflecting a year-over-year decline of 3.7% [3] - 'Revenues- Energy generation and storage' is estimated at $3.66 billion, indicating a growth of 19.7% from the prior-year quarter [4] - 'Revenues- Services and other' is projected to be $3.48 billion, showing an increase of 22.2% year-over-year [4] - 'Revenues- Automotive regulatory credits' are expected to be $397.59 million, a decrease of 42.5% from the year-ago quarter [4] Geographic Revenue Estimates - 'Geographic Revenues- United States' is expected to be $12.95 billion, up 6.8% from the prior-year quarter [5] - 'Geographic Revenues- Other International' is projected at $7.34 billion, reflecting a decline of 2.6% year-over-year [5] - 'Geographic Revenues- China' is estimated at $5.28 billion, down 12.8% from the previous year [5] Vehicle Delivery Estimates - Total vehicle deliveries are forecasted to be 439,293, down from 495,570 in the same quarter last year [6] - 'Model 3/Y deliveries' are estimated at 413,581, compared to 471,930 in the prior year [6] - 'Other models deliveries' are projected at 12,202, down from 23,640 year-over-year [6] Storage and Leased Units Estimates - 'Storage deployed' is expected to reach 13,380 megawatt hours, an increase from 11,000 megawatt hours year-over-year [7] - 'Total Leased Units' is projected at 16,510, down from 26,962 in the previous year [7] Stock Performance - Tesla shares have shown a return of -7.4% over the past month, contrasting with the Zacks S&P 500 composite's +0.6% change [7]