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Can Lemonade Keep its Beat Streak Alive in Q2 Earnings?
ZACKS· 2025-08-01 18:11
Key Takeaways LMND is expected to report $162.4M in Q2 revenues, up 33.1% from the prior-year period.Earnings ESP of +2.40% and a Zacks Rank #2 suggest LMND may beat Q2 earnings estimates.In-force premium is projected between $1.061B and $1.064B, boosted by customer and product growth.Lemonade Inc. (LMND) is expected to witness an improvement in its top line when it reports second-quarter 2025 results on Aug. 5. The bottom line is expected to remain flat year over year.    The Zacks Consensus Estimate for L ...
ON Gears Up to Report Q2 Earnings: What's in the Cards for the Stock?
ZACKS· 2025-08-01 17:46
Key Takeaways ON expects Q2 revenues between $1.4B and $1.5B and EPS in the range of 48-58 cents.Automotive revenues likely declined; industrial revenues are expected to have improved sequentially.Pricing cuts and lower factory utilization might have pressured margins despite cost savings.On Semiconductor (ON) is slated to release its second-quarter 2025 results on Aug. 4.For second-quarter 2025, ON expects revenues between $1.4 billion and $1.5 billion. Earnings are expected to be in the range of 48-58 cen ...
Heritage Due to Report Q2 Earnings: Here's What to Expect
ZACKS· 2025-08-01 17:40
Key Takeaways HRTG is projected to post Q2 EPS of $1.03, up 68.8% year over year on revenue growth of 4.2%.The results are likely to benefit from premium hikes, improved underwriting and higher investment income.A 0.00% Earnings ESP and a Zacks Rank #3 offer no clear signal of another earnings surprise.Heritage Insurance (HRTG) is expected to witness an improvement in its top line and its bottom line when it reports second-quarter 2025 results on Aug. 5. The Zacks Consensus Estimate for HRTG’s second-quarte ...
Ball Corp Set to Report Q2 Earnings: What Lies Ahead for the Stock?
ZACKS· 2025-08-01 17:40
Core Insights - Ball Corporation (BALL) is set to report its second-quarter 2025 results on August 5, with net sales estimated at $3.15 billion, reflecting a 6.6% increase year-over-year [1] - The earnings consensus estimate is 87 cents per share, indicating a year-over-year growth of 17.6%, although this estimate has decreased by 1.1% over the past 60 days [1][5] - The company has a history of exceeding earnings estimates, with an average surprise of 4.9% over the last four quarters [2][3] Financial Performance Expectations - Q2 sales are projected to be driven by Beverage Packaging across all regions, despite rising labor and input costs potentially offsetting volume gains [5] - The Beverage Packaging segment in North and Central America is expected to generate net sales of $1.52 billion, a 3.2% year-over-year increase, with a projected operating income decline of 14.4% to $180 million [8] - The Europe segment's sales are anticipated to reach $923 million, indicating a 4.9% growth, while operating income is expected to drop by 13.6% [9] - The South America segment is projected to have net sales of $448 million, reflecting a 6.2% increase, but with a forecasted operating income decrease of 12.8% [10] Market Context - Ball Corporation's stock has declined by 10.1% over the past year, contrasting with a 1.9% decline in the industry [11] - The company is currently facing challenges due to weaker-than-expected demand and high input costs, which are likely to impact its Q2 performance [7]
Rivian Gears Up to Report Q2 Earnings: Here's What to Expect
ZACKS· 2025-08-01 17:40
Core Insights - Rivian, Inc. (RIVN) is expected to report a loss of 65 cents per share and revenues of $1.26 billion for Q2 2025, with an 8-cent increase in earnings per share estimates over the past 90 days, indicating a 46.28% rise from the previous year [1][8] - The revenue estimate reflects a year-over-year growth of 9.04%, with Rivian having surpassed the Zacks Consensus Estimate in two of the last four quarters, averaging a surprise of 10.81% [2] Financial Performance - In Q1 2025, Rivian reported a loss of 41 cents per share, which was better than the expected loss of 80 cents, and revenues of $1.24 billion, exceeding the estimate of $1.04 billion, marking a 3% increase from the previous year [2][4] - Rivian achieved a gross profit of $206 million in Q1 2025, a significant improvement from a gross loss of $527 million in the same quarter last year, indicating a positive trend in gross profit for the second consecutive quarter [4] Vehicle Deliveries and Revenue Composition - In Q2 2025, Rivian delivered 10,661 vehicles, a decrease from 13,790 units in the same period last year, continuing a trend of year-over-year declines in vehicle deliveries [3] - Despite the decline in vehicle deliveries, Rivian's total revenues are expected to have increased due to growth in software and services revenues [3][8] Earnings Expectations - Rivian has an Earnings ESP of +8.53%, suggesting a favorable outlook for an earnings beat, supported by a Zacks Rank of 3 (Hold) [5][6] - The anticipated improvement in margins is expected to be driven by ongoing gross profit momentum into Q2 2025 [8]
International Flavors to Report Q2 Earnings: Here's What to Expect
ZACKS· 2025-08-01 17:36
Core Insights - International Flavors & Fragrances Inc. (IFF) is set to report its second-quarter 2025 results on August 5, with sales expected to decline by 5.4% year-over-year to $2.73 billion and earnings estimated at $1.11 per share, reflecting a 4.3% decrease from the previous year [1][5][6] Financial Performance - The Zacks Consensus Estimate for IFF's sales is $2.73 billion, indicating a 5.4% dip from the year-ago figure [1] - The consensus estimate for earnings per share is $1.11, which has increased by 0.9% over the past 60 days [1] - IFF has a history of earnings surprises, beating estimates in three of the last four quarters with an average surprise of 11.1% [3][4] Segment Performance - The Taste segment is projected to see a sales increase of 8.8% year-over-year to $663 million, with adjusted operating EBITDA expected to rise by 1.5% [10] - The Food Ingredients segment is anticipated to decline by 2.3% year-over-year to $827 million, with adjusted operating EBITDA rising by 0.9% [10] - The Scent segment's sales are expected to increase by 7.6% year-over-year to $649 million, although operating EBITDA is projected to decrease by 5.9% [11] - The Health & Biosciences segment is forecasted to grow by 21.3% year-over-year to $581 million, with operating EBITDA expected to increase by 1% [12] Cost and Margin Considerations - IFF has been facing high raw material costs and additional expenses related to labor, shipping, and cleaning, which are likely to impact margins despite cost-cutting efforts [8] - The company has been experiencing volume growth across its businesses, which is expected to positively influence its sales performance [7]
SSR Mining is Set to Report Q2 Earnings: Here's What to Expect
ZACKS· 2025-08-01 17:30
Key Takeaways SSRM is expected to post Q2 EPS of $0.23, marking a 475% increase from $0.04 in Q2 2024.CC&V acquisition and strong Seabee and Marigold output likely boosted quarterly production.Higher gold prices and expanded output may offset Copler-related costs in Q2 performance.SSR Mining Inc. (SSRM) is set to report second-quarter 2025 results on Aug. 5, after market close. SSRM is expected to deliver a solid year-over-year improvement in earnings in the quarter.The Zacks Consensus Estimate for SSR Mini ...
FOXA Gears Up to Report Q4 Earnings: What's in Store for the Stock?
ZACKS· 2025-08-01 17:26
Core Insights - Fox Corporation (FOXA) is scheduled to report its fourth-quarter fiscal 2025 results on August 5, with earnings estimated at $1.01 per share, reflecting a 12.22% increase year-over-year, and revenues projected at $3.11 billion, indicating a 0.48% growth from the previous year [1][9]. Group 1: Recent Performance - The company has consistently exceeded the Zacks Consensus Estimate in the last four quarters, with an average surprise of 25.94% [2]. - In the third quarter, Fox reported revenues of $4.37 billion, a 27% increase year-over-year, primarily driven by Super Bowl LIX advertising and digital growth at Tubi [3][9]. Group 2: Strategic Developments - Positive developments include the launch of Fox One, a direct-to-consumer streaming service, and the introduction of the AI-driven OneFOX media platform, enhancing digital advertising capabilities [4]. - Tubi added eight million new users on Super Bowl day and achieved 35% year-over-year revenue growth in the third quarter [4]. Group 3: Challenges Ahead - The upcoming quarter may face challenges due to the absence of a Super Bowl broadcast, making year-over-year advertising comparisons difficult [6][9]. - In the third quarter, net income attributable to Fox stockholders decreased to $346 million from $666 million in the prior year, attributed to higher sports programming costs and content investments [6].
Earnings Estimates Moving Higher for Newmark Group (NMRK): Time to Buy?
ZACKS· 2025-08-01 17:20
Core Viewpoint - Newmark Group (NMRK) is positioned as a strong investment opportunity due to its improving earnings outlook and analysts' increasing earnings estimates [1][2]. Earnings Estimates - Analysts are optimistic about Newmark Group's earnings prospects, leading to upward revisions in estimates, which are expected to positively impact the stock price [2]. - The current-quarter earnings estimate is projected at $0.41 per share, reflecting a year-over-year increase of +24.2%. Over the last 30 days, two estimates have been revised upward, resulting in a 10.96% increase in the Zacks Consensus Estimate [6]. - For the full year, the earnings estimate stands at $1.52 per share, indicating a +23.6% change from the previous year. One estimate has been revised upward in the past month, contributing to a 5.21% increase in the consensus estimate [7][8]. Zacks Rank - Newmark Group has achieved a Zacks Rank of 2 (Buy), indicating strong agreement among analysts regarding the positive earnings revisions. This ranking is part of a system that has historically shown outperformance, with Zacks 1 Ranked stocks averaging a +25% annual return since 2008 [3][9]. - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) have been shown to significantly outperform the S&P 500 [9]. Stock Performance - Newmark Group shares have increased by 21.3% over the past four weeks, suggesting investor confidence in the company's earnings growth potential [10].
Why Deere (DE) is Poised to Beat Earnings Estimates Again
ZACKS· 2025-08-01 17:11
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Deere (DE) . This company, which is in the Zacks Manufacturing - Farm Equipment industry, shows potential for another earnings beat.This agricultural equipment manufacturer has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters w ...