Core Viewpoint - AT&T Inc. reported mixed first-quarter 2025 results, with adjusted earnings missing consensus estimates while revenues exceeded expectations [1][4]. Financial Performance - Net income on a GAAP basis was $4.39 billion, or 61 cents per share, compared to $3.39 billion, or 47 cents per share, in the same quarter last year, primarily due to higher contributions from DIRECTV investments [3]. - Adjusted earnings improved to 51 cents per share from 48 cents a year ago, but missed the Zacks Consensus Estimate by one cent [4]. - Quarterly GAAP operating revenues increased by 2% year over year to $30.63 billion, driven by higher Mobility service and equipment sales, as well as Consumer Wireline revenues, surpassing the consensus mark of $30.44 billion [4]. Subscriber Growth - AT&T experienced solid subscriber momentum with 290,000 post-paid net additions, including 324,000 postpaid wireless phone additions [6]. - Postpaid churn was 0.83%, and postpaid phone-only average revenue per user (ARPU) increased by 1.8% year over year to $56.56 [6]. Segment Performance - Communications segment operating revenues rose to $29.56 billion from $28.86 billion, with Mobility business revenues up 4.7% to $21.57 billion and Consumer Wireline revenues up 5.1% to $3.52 billion, despite a decline in Business Wireline revenues [7]. - Service revenues from the Mobility unit improved by 4.1% to $16.65 billion, while equipment revenues increased by 6.9% year over year to $4.92 billion [8]. - Revenues from the Business Wireline segment declined due to lower demand for legacy services, while total segment operating income improved by 3.6% to $6.99 billion [9]. Cash Flow and Liquidity - In Q1 2025, AT&T generated $9.05 billion in cash from operations, up from $7.55 billion a year ago, with free cash flow of $3.15 billion compared to $2.77 billion in the previous year [11]. - As of March 31, 2024, AT&T had $6.88 billion in cash and cash equivalents, with long-term debt of $117.26 billion, resulting in a net debt to adjusted EBITDA ratio of approximately 2.63X [11]. Guidance - For 2025, AT&T expects wireless service revenues to improve in the range of 2-3%, with broadband revenues anticipated to grow in the mid-teens [12]. - Adjusted earnings are projected to be between $1.97 and $2.07 per share, with free cash flow expected to exceed $16 billion due to cost savings [13].

Core Viewpoint - Arrow Financial (AROW) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended March 2025, which could significantly influence its stock price depending on the actual results compared to estimates [1][2]. Company Summary - The consensus estimate for Arrow Financial's quarterly earnings is $0.44 per share, reflecting a year-over-year decrease of 2.2%. Revenues are projected to be $39.53 million, representing a 15.2% increase from the previous year [3]. - The consensus EPS estimate has been revised 1.54% higher in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Arrow Financial matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, which complicates predictions of an earnings beat [10][11]. - Historically, Arrow Financial has not surpassed consensus EPS estimates in the last four quarters, with the last reported quarter showing an earnings miss of 20.34% [12][13]. Industry Summary - In the Zacks Banks - Northeast industry, CB Financial Services (CBFV) is expected to report earnings of $0.43 per share for the same quarter, indicating a year-over-year decline of 30.7%. Revenue is expected to decrease by 7.5% to $12.5 million [17]. - The consensus EPS estimate for CB Financial Services has remained unchanged over the last 30 days, but a lower Most Accurate Estimate has led to an Earnings ESP of -1.18%, making it difficult to predict an earnings beat [18].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Rogers Corp. due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Rogers Corp. is expected to report quarterly earnings of $0.24 per share, reflecting a year-over-year decrease of 58.6% [3]. - Revenue projections stand at $185.75 million, indicating a 13% decline from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 6.06% higher in the last 30 days, suggesting a reassessment by analysts [4]. - The Most Accurate Estimate is lower than the Zacks Consensus Estimate, leading to an Earnings ESP of -4.17%, indicating a bearish outlook [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive reading is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank of 1, 2, or 3 [8]. - Stocks with a positive Earnings ESP and a solid Zacks Rank have historically produced a positive surprise nearly 70% of the time [8]. Historical Performance - In the last reported quarter, Rogers Corp. exceeded earnings expectations, posting $0.46 per share against an expectation of $0.45, resulting in a surprise of +2.22% [12]. - Over the past four quarters, the company has consistently beaten consensus EPS estimates [13]. Conclusion - Despite the potential for an earnings beat, other factors may influence stock movement, and the current indicators suggest Rogers Corp. may not be a compelling candidate for an earnings surprise [14][16].

Core Insights - Verizon Communications Inc. reported strong first-quarter 2025 results with adjusted earnings and revenues surpassing Zacks Consensus Estimates [1][2] Financial Performance - Net income for the quarter was $4.98 billion, or $1.15 per share, compared to $4.72 billion, or $1.09 per share, in the same quarter last year, driven by top-line growth [2] - Adjusted earnings were $1.19 per share, up from $1.15 year-over-year, beating the consensus estimate by 3 cents [2] - Total operating revenues increased by 1.5% to $33.48 billion, exceeding the consensus estimate of $33.32 billion, supported by growth in service revenues and higher wireless equipment revenues [3] Segment Results - Consumer segment revenues rose 2.2% year-over-year to $25.62 billion, surpassing estimates of $25.23 billion, with service revenues up 2.3% to $20.07 billion [4] - Business segment revenues decreased by 1.2% to $7.29 billion, below estimates of $7.35 billion, primarily due to lower wireline revenues [6] Customer Metrics - The company achieved 137,000 retail prepaid net additions, the highest since the TracFone acquisition, while retail postpaid and retail postpaid phone net additions contracted [1] - Wireless retail postpaid churn was 1.13%, and retail postpaid phone churn was 0.9% [5] - Fios Internet net additions were 41,000, while fixed wireless broadband net additions reached 199,000 [5] Operating Metrics - Operating income improved to $7.98 billion, a 6.1% increase, with total operating expenses remaining flat at $25.51 billion [9] - Consolidated adjusted EBITDA rose to $12.56 billion from $12.07 billion, driven by wireless service revenue growth [10] Cash Flow and Guidance - Verizon generated $7.78 billion in net cash from operating activities, with free cash flow of $3.64 billion, up from $2.71 billion year-over-year [11] - For 2025, the company expects wireless service revenue growth of 2%-2.8% and adjusted EBITDA growth of 2%-3.5% [12]

Core Viewpoint - Analysts expect Euronet Worldwide (EEFT) to report quarterly earnings of $1.13 per share, reflecting an 11.7% year-over-year decline, while revenues are projected to be $916.3 million, up 6.9% from the previous year [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions to stock performance, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock price performance [2] Analyst Forecasts - Analysts predict the following revenue figures for Euronet Worldwide's segments: - EFT Processing Segment: $238.42 million, a 9.8% increase year-over-year [4] - Money Transfer Segment: $410.68 million, a 6.8% increase year-over-year [4] - epay Segment: $268.64 million, a 4.5% increase year-over-year [4] Stock Performance - Euronet Worldwide shares have declined by 15.6% over the past month, compared to a 8.9% decline in the Zacks S&P 500 composite, with a Zacks Rank of 3 (Hold), indicating expected performance in line with the overall market [5]

Core Insights - Analysts forecast CNX Resources Corporation will report quarterly earnings of $0.65 per share, reflecting a year-over-year increase of 44.4% [1] - Expected revenues are projected to be $495.75 million, showing a 30.1% increase compared to the same quarter last year [1] Earnings Estimates - There has been a downward revision of 3% in the consensus EPS estimate over the past 30 days, indicating a reappraisal by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock performance [3] Key Metrics Forecast - The consensus estimate for 'NGLs - Gross Price' is $22.99, down from $23.94 in the previous year [4] - 'Oil/Condensate - Gross Price' is expected to be $54.41, compared to $64.08 in the same quarter last year [5] - 'Average Daily Production' is forecasted to reach 1,658.29 Mcfe/D, up from 1,542.4 Mcfe/D in the same quarter last year [5] - 'Total Production Volumes' are expected to be 149.25 Bcfe, compared to 140.4 Bcfe in the same quarter last year [6] - 'Natural Gas - Sales Volume' is projected to be 137.11 MMcf, up from 128.94 MMcf in the same quarter last year [6] - 'Oil/Condensate - Sales Volume' is expected to be 47.62 MBBL, compared to 29 MBBL in the same quarter last year [7] - 'NGL - Sales Volume' is forecasted to reach 2,133.99 MBBL, up from 1,873 MBBL in the same quarter last year [7] Stock Performance - CNX Resources shares have returned -6% over the past month, compared to the Zacks S&P 500 composite's -8.9% change [8] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to mirror overall market performance in the near future [8]

Core Viewpoint - The Kraft Heinz Company (KHC) is expected to report a decline in both revenue and earnings for the first quarter of 2025, with projected revenues of $6 billion, reflecting a 6.5% decrease year-over-year, and earnings per share estimated at 60 cents, indicating a 13% decline from the previous year [1][2]. Group 1: Revenue and Earnings Projections - The Zacks Consensus Estimate for KHC's revenues is $6 billion, which represents a 6.5% decline from the same quarter last year [1]. - The consensus estimate for quarterly earnings remains at 60 cents per share, projecting a 13% decrease compared to the year-ago quarter [1]. - KHC has a trailing four-quarter earnings surprise average of 4.3% [1]. Group 2: Volume and Sales Challenges - KHC is experiencing headwinds in volume performance, which is negatively impacting top-line growth due to changing consumer behavior amid economic uncertainty and weakness in the U.S. Away from Home segment [2]. - A model suggests a 4.6 percentage point year-over-year decline in volume/mix for the first quarter of 2025, leading to a projected 4.1 percentage point drop in organic net sales [3]. Group 3: Margin Pressures - The company is facing margin pressure attributed to unfavorable volume/mix shifts, rising manufacturing and procurement costs, and adverse foreign currency impacts [4]. - The adjusted gross margin is expected to contract by 30 basis points year-over-year, reaching 34.2% in the first quarter of fiscal 2025 [4]. Group 4: Earnings Prediction Model - The current model does not predict an earnings beat for KHC, as it has a Zacks Rank of 3 (Hold) and an Earnings ESP of -0.04% [5].

Core Viewpoint - NVR, Inc. is expected to report lower earnings in Q1 2025 despite an increase in homebuilding revenues year-over-year, driven by adjustments to high mortgage rates and a strong business model [1][4]. Financial Performance - In the last reported quarter, NVR's earnings and homebuilding revenues exceeded the Zacks Consensus Estimate by 10.7% and 3.3%, respectively, with year-over-year increases of 15% in earnings and 16% in homebuilding revenues [1]. - The consensus estimate for Q1 2025's EPS has decreased to $107.87 from $108.23, indicating a 7.3% decline from the year-ago EPS of $116.41 [2]. - Revenue for the upcoming quarter is projected at $2.37 billion, reflecting a 3.9% increase from the previous year's $2.29 billion [3]. Revenue and Orders - Homebuilding revenues, which accounted for 97.8% of total revenues in 2024, are expected to grow 4.8% year-over-year to $2.4 billion in Q1 2025 [5]. - The average selling price of settlements is anticipated to improve by 1.2% year-over-year to $454,400, with total settlements expected to rise 3.6% to 5,271 units [5]. - Total new orders are projected to increase by 8.7% year-over-year to 6,577 units, with a backlog of 11,259 units valued at $5.42 billion, up from $5.22 billion a year ago [7]. Cost and Margin Outlook - The company's bottom line is expected to decrease year-over-year due to rising building materials and labor costs, with homebuilding gross margin projected at 22%, down 250 basis points from the previous year [6]. Earnings Prediction Model - The Zacks model does not predict an earnings beat for NVR in the upcoming quarter, as the company lacks a positive Earnings ESP and a favorable Zacks Rank [8]. - NVR's Earnings ESP stands at -1.62%, and it currently holds a Zacks Rank of 4 (Sell) [9].

Core Viewpoint - Synchrony Financial (SYF) is expected to report first-quarter 2025 results on April 22, 2025, with earnings estimated at $1.66 per share and revenues of $4.55 billion, indicating a year-over-year earnings increase of 40.7% and revenue growth of 3.4% [1][2] Financial Performance Estimates - The Zacks Consensus Estimate for Synchrony's total revenues in 2025 is $18.62 billion, reflecting a year-over-year rise of 3.4% [2] - The consensus estimate for current year EPS is $7.58, suggesting a year-over-year increase of approximately 15% [2] - Synchrony has beaten the consensus estimate for earnings in three of the last four quarters, with an average surprise of 2.8% [2] Earnings Prediction - The model predicts a likely earnings beat for Synchrony, supported by a positive Earnings ESP of +1.29% and a Zacks Rank of 3 (Hold) [3] Factors Influencing Q1 Results - Expected advantages in Q1 include increased net interest margin and average active accounts, with net interest income estimated to grow by around 3% year-over-year [4] - The total average active accounts are projected to have risen marginally in Q1 [5] - An increase in Average Interest-Earning Assets is anticipated, with a consensus estimate indicating a 3.4% rise from the previous year [6] - The net interest margin is expected to improve to 14.76%, up from 14.55% a year ago, enhancing profitability [6] Challenges and Concerns - Despite positive factors, Synchrony is expected to face increased information processing and professional fees, along with a slight decline in purchase volumes [7] - The Zacks Consensus Estimate for total purchase volumes indicates a 0.1% year-over-year decline due to selective consumer spending and credit actions [8] - The efficiency ratio is projected at 32.46%, indicating a deterioration from the prior year's figure of 25.1% [8] - Net charge-offs are likely to have substantially increased in the quarter [8]

Core Viewpoint - GE Aerospace is expected to report its first-quarter 2025 results on April 22, with a consensus estimate indicating a significant decline in both revenues and earnings compared to the previous year [1][6]. Factors Influencing Performance - The increasing installed base and higher utilization of engine platforms in commercial and defense markets are anticipated to positively impact GE Aerospace's performance [2]. - Strong demand for LEAP, GEnx, and GE9X engines, along with related services, is likely to benefit the Commercial Engines & Services segment due to growth in air traffic and fleet renewal activities [2]. - The Defense & Propulsion Technologies business is expected to perform well, driven by the popularity of propulsion and additive technologies, as well as rising defense budgets and robust demand for commercial air travel [3]. Operational Investments - GE has been investing in expanding and upgrading manufacturing facilities both domestically and internationally, which is expected to enhance operational capacity and meet increased demand from commercial and defense customers [4]. - The company's focus on operational execution, a strong backlog, and the goal of generating healthy free cash flow are likely to support its performance [4]. Challenges Faced - High costs and operating expenses related to certain projects and restructuring activities are anticipated to negatively impact performance [5]. - Supply chain challenges, including raw material availability and labor shortages, particularly in the aerospace and defense sectors, may hinder timely delivery of products [5]. - Global political risks and foreign exchange headwinds, particularly a stronger U.S. dollar, are expected to affect GE's overseas business [6]. Financial Estimates - The Zacks Consensus Estimate for GE's first-quarter total revenues is projected at $9 billion, reflecting a 41% year-over-year decline [6]. - The consensus estimate for earnings is set at $1.26 per share, indicating a decrease of 53.7% from the prior year [6]. Earnings Prediction - The current Earnings ESP for GE is -0.82%, with the most accurate estimate at $1.25 per share, which is below the consensus estimate [8].