Core Viewpoint - Atmus Filtration Technologies (ATMU) is anticipated to report a year-over-year decline in earnings and revenues for the quarter ended March 2025, which could significantly influence its stock price depending on the actual results compared to estimates [1][2]. Earnings Expectations - The upcoming earnings report is scheduled for May 2, 2025, with a consensus estimate of $0.59 per share, reflecting a -1.7% change year-over-year. Revenues are projected to be $420.68 million, down 1.4% from the previous year [3][2]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 1.02%, indicating a collective reassessment by analysts regarding the company's earnings outlook [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Atmus Filtration is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -5.09%. This suggests a bearish sentiment among analysts regarding the company's earnings prospects [10][11]. Historical Performance - In the last reported quarter, Atmus Filtration exceeded the expected earnings of $0.53 per share by delivering $0.58, resulting in a surprise of +9.43%. The company has beaten consensus EPS estimates in the last four quarters [12][13]. Investment Considerations - Despite the potential for an earnings beat, Atmus Filtration does not currently appear to be a compelling candidate for such an outcome, especially given its Zacks Rank of 4, which complicates predictions of beating the consensus EPS estimate [16][11].

The market expects Sun Country Airlines Holdings, Inc. (SNCY) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 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 stock might move higher if these key numbers top expectations in the upcoming earnings report, which is ...

T. Rowe Price (TROW) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 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 May 2. On ...

Eastman Chemical Company (EMN) reported first-quarter 2025 earnings of $1.57 per share, reflecting a rise of 12.9% from the year-ago quarter's figure of $1.39.EMN posted adjusted earnings of $1.91 per share, up 18.6% from the year-ago quarter figure of $1.61. It surpassed the Zacks Consensus Estimate of $1.89.The company’s revenues in the first quarter were $2,290 million, which missed the Zacks Consensus Estimate of $2,308.6 million. Sales decreased around 1% from $2,310 million reported in the prior-year ...

Core Viewpoint - Service Corporation International (SCI) is expected to show growth in both revenue and earnings for the first quarter of 2025, with revenue estimates at $1.05 billion and earnings per share at 90 cents, reflecting increases from the previous year [1][2]. Group 1: Revenue and Earnings Estimates - The Zacks Consensus Estimate for SCI's revenues is $1.05 billion, indicating a 0.8% increase from the prior-year quarter [1]. - The consensus estimate for quarterly earnings per share is 90 cents, suggesting a 1.1% increase from the figure reported in the year-ago quarter [1]. - The Cemetery segment is projected to generate revenues of $446.4 million, up from $440.6 million in the previous year, while the Funeral segment is expected to contribute $607.3 million, slightly up from $604.7 million [3]. Group 2: Business Model and Strategic Positioning - SCI benefits from a recession-resilient business model and a diverse portfolio, including pre-need and at-need funeral and cemetery services [2]. - Favorable demographics, such as the aging baby boomer population and urbanization trends, position the company well for growth [2]. - Strategic investments in high-growth regions like California, Florida, and Texas, along with acquisitions of funeral homes and cemeteries, enhance SCI's service capabilities [2]. Group 3: Earnings Prediction and Market Position - The current Zacks Rank for SCI is 4 (Sell), and the Earnings ESP is 0.00%, indicating that the model does not predict an earnings beat this time [4]. - The company has a trailing four-quarter negative earnings surprise of 0.6% on average [1].

Portland General Electric (POR) came out with quarterly earnings of $0.91 per share, missing the Zacks Consensus Estimate of $0.93 per share. This compares to earnings of $1.21 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -2.15%. A quarter ago, it was expected that this electric utility would post earnings of $0.32 per share when it actually produced earnings of $0.34, delivering a surprise of 6.25%.Over the last four quart ...

Core Viewpoint - Universal Insurance Holdings (UVE) reported strong quarterly earnings, exceeding expectations and showing growth compared to the previous year [1][2]. Financial Performance - The company achieved earnings of $1.44 per share, surpassing the Zacks Consensus Estimate of $1.12 per share, and up from $1.07 per share a year ago [1]. - The earnings surprise for the quarter was 28.57%, and over the last four quarters, the company has consistently exceeded consensus EPS estimates [2]. - Revenues for the quarter reached $394.87 million, exceeding the Zacks Consensus Estimate by 11.24%, and up from $367.96 million year-over-year [3]. Stock Performance - Universal Insurance shares have increased approximately 11.4% since the beginning of the year, contrasting with the S&P 500's decline of 8.6% [4]. - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7]. Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.14, with projected revenues of $358.23 million, and for the current fiscal year, the EPS estimate is $2.65 on revenues of $1.44 billion [8]. - The outlook for the insurance industry is favorable, with the Insurance - Property and Casualty sector ranking in the top 14% of over 250 Zacks industries, suggesting strong potential for stock performance [9].

Boston Beer (SAM) came out with quarterly earnings of $2.16 per share, beating the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $1.04 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 176.92%. A quarter ago, it was expected that this brewer would post a loss of $1.18 per share when it actually produced a loss of $1.68, delivering a surprise of -42.37%. Over the last four quarters, the company has s ...

Core Viewpoint - Ecolab, Inc. is set to report its first-quarter 2025 results, with expectations of mixed performance across its segments, influenced by both growth opportunities and challenges in the current macroeconomic environment [1][9]. Global Industrial Segment - The Global Industrial segment, which includes Water, Food & Beverage, and Paper units, experienced sales growth in Q4 2024, particularly in the Water business, which is expected to positively impact overall industrial performance in the midterm [2][3]. - The Zacks Consensus Estimate for Q1 2025 revenues in the Global Industrial segment is $1.92 billion, reflecting a 4.1% increase from the previous year [4]. Global Institutional & Specialty Segment - The Global Institutional & Specialty segment showed strong growth in the last reported quarter, driven by new business and customer penetration, with expectations of continued revenue growth in Q1 2025 [5]. - The Zacks Consensus Estimate for Q1 2025 revenues in this segment is $1.37 billion, indicating a 7.9% increase from the prior year [6]. Other Contributing Factors - Ecolab's Life Sciences unit and Global Pest Elimination segment are also expected to contribute positively to revenues, with good new business wins and ongoing digital initiatives [7]. - However, the exit from non-strategic low-margin businesses in the Global Healthcare & Life Sciences segment may negatively impact performance [8]. Overall Revenue and EPS Estimates - The total revenue estimate for Q1 2025 is $3.70 billion, which represents a 1.4% decline from the previous year [9]. - The consensus estimate for EPS is $1.51, suggesting a 12.7% improvement from the prior-year period [10]. Share Price Performance - Over the past three months, Ecolab's shares have decreased by 3.6%, outperforming the Chemical - Specialty sector's decline of 6.6% and the S&P 500's decline of 10.9% [13]. - Comparatively, peers like Hawkins, Inc. and Givaudan SA have outperformed Ecolab, while Balchem Corporation has underperformed [17]. Valuation Metrics - Ecolab's forward 12-month price-to-earnings (P/E) ratio is 30.4X, which is higher than the industry average of 22.1X, indicating a premium valuation [18]. - The company trades at a premium compared to Hawkins but at a discount to peers like Balchem and Givaudan [19]. Long-Term Investment Outlook - Ecolab is making significant strides in its Global Water business and has engaged in partnerships to enhance water safety and efficiency, which are expected to bolster long-term growth [20]. - The Global Institutional & Specialty and Global Pest Elimination segments are aligning with long-term growth objectives, raising optimism about their profitability prospects [21]. Final Assessment - Ecolab demonstrates strong core business strength and growth potential, making it a suitable hold for existing investors [22]. - However, for new investors, the current valuation suggests limited growth potential compared to industry peers, advising caution before adding to positions [23].

Core Viewpoint - Cardiff Oncology is expected to report a year-over-year increase in earnings despite lower revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus estimate indicates a quarterly loss of $0.19 per share, reflecting a year-over-year change of +13.6% [3]. - Revenues are projected to be $0.17 million, down 19.1% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 9.52% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Cardiff Oncology is higher than the Zacks Consensus Estimate, leading to an Earnings ESP of +24.32% [10][11]. Earnings Surprise Prediction - 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) [8]. - Cardiff Oncology currently holds a Zacks Rank of 2, suggesting a high likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Cardiff Oncology was expected to post a loss of $0.25 per share but delivered a loss of $0.21, resulting in a surprise of +16% [12]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [13]. Conclusion - Cardiff Oncology is positioned as a compelling earnings-beat candidate, but investors should consider other factors influencing stock performance beyond earnings results [16].