Key Takeaways GLDD's Q2 revenues are expected to rise 2.5% to $174.3M, led by capital and coastal protection demand.Capital and coastal protection sales are forecasted to grow 7% and 12.9%, respectively, year over year.Elevated labor costs and incentive expenses are likely to weigh on Q2 EPS, estimated to fall 27.3% to $0.08.Great Lakes Dredge & Dock Corporation (GLDD) is scheduled to report its second-quarter 2025 results on Aug. 5, before the opening bell.In the last reported quarter, the company’s earnin ...

Core Viewpoint - Stride, Inc. (LRN) is set to report its fourth-quarter fiscal 2025 results on August 5, with expectations of revenue and earnings growth driven by shifts in demand towards tech-based and career-focused educational programs [1][4][10] Financial Performance - In the last reported quarter, Stride's earnings per share (EPS) missed the Zacks Consensus Estimate by 3.4%, while revenues exceeded the estimate by 3.3% [1] - The Zacks Consensus Estimate for the upcoming fiscal fourth-quarter EPS is $1.83, reflecting a year-over-year growth of 28.9% from $1.42 [3] - Revenue estimates for the fourth quarter are pegged at $628.9 million, indicating a 17.7% increase from $534.2 million reported in the same quarter last year [3][10] Growth Drivers - The company's performance is expected to benefit from increased demand for tech-based alternatives and career-focused programs, supported by a diversified range of online services and products [4][5] - A strategic shift towards career learning and adult certification programs is anticipated to drive enrollment growth across its General Education and Career Learning segments [5][10] - Despite rising instructional costs and administrative expenses, the overall bottom line is expected to improve due to high top-line growth [6][10] Market Position - Stride's current Zacks Rank is 3 (Hold), and it has an Earnings ESP of 0.00%, indicating uncertainty regarding an earnings beat this quarter [7][8]

Key Takeaways TransDigm's Q3 sales are expected to rise 12.2% to $2.30 billion, fueled by strength in key business segments.The Power & Control unit is projected to post $1.20 billion in revenues, up 17.1% year over year.Airframe segment sales are forecasted to grow 9%, driven by defense demand and travel recovery.TransDigm Group Incorporated ((TDG) is slated to report third-quarter fiscal 2025 results on Aug. 5, before market open. TransDigm delivered a trailing four-quarter average earnings surprise of 5. ...

Company Performance - Marcus reported quarterly earnings of $0.23 per share, exceeding the Zacks Consensus Estimate of $0.19 per share, compared to a loss of $0.17 per share a year ago, representing an earnings surprise of +21.05% [1] - The company posted revenues of $206.04 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.63%, and showing an increase from year-ago revenues of $176.03 million [2] - Over the last four quarters, Marcus has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance and Outlook - Marcus shares have declined approximately 23.9% since the beginning of the year, while the S&P 500 has gained 7.8% [3] - The current consensus EPS estimate for the upcoming quarter is $0.58 on revenues of $222.5 million, and for the current fiscal year, it is $0.40 on revenues of $776.99 million [7] - The estimate revisions trend for Marcus was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Leisure and Recreation Services industry, to which Marcus belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment and stock performance [5]

Core Insights - STERIS plc (STE) is set to announce its first-quarter fiscal 2026 results on August 7, with previous quarter adjusted EPS of $2.74, exceeding Zacks Consensus Estimate by 5.79% [1] - The Zacks Consensus Estimate for revenues is $1.36 billion, reflecting a 6.2% increase year-over-year, while EPS is estimated at $2.32, indicating a 14.3% year-over-year growth [2] Revenue Estimates - Healthcare segment is expected to show robust growth driven by increased procedure volumes in the U.S. and gains in pricing and market share [4] - Healthcare capital equipment order growth is anticipated to remain strong despite shipment issues, with projected revenue growth of 5.1% year-over-year [5] - Applied Sterilization Technologies (AST) segment is expected to see organic revenue growth, with revenues likely increasing by 6.3% year-over-year [6][7] Life Sciences Segment - Life Sciences segment revenues may rise by 5.5% year-over-year, supported by favorable mix, pricing, and divestiture, despite a decline in capital equipment revenue [8][9] Earnings Expectations - STERIS has an Earnings ESP of -3.24%, indicating a lower likelihood of beating earnings estimates this quarter [10] - The company currently holds a Zacks Rank of 3, suggesting a hold position [10]

Core Insights - Marathon Petroleum Corporation (MPC) is expected to report second-quarter earnings on August 5, with a consensus estimate of $3.22 per share and revenues of $30.91 billion [1] Group 1: Previous Quarter Performance - In the last reported quarter, MPC had an adjusted loss of 24 cents per share, which was better than the Zacks Consensus Estimate of a loss of 63 cents, driven by strong performance in the Refining & Marketing segment [2] - Revenues for the last quarter were $31.9 billion, exceeding the Zacks Consensus Estimate of $30.1 billion, although this represented a 4.1% year-over-year decline [2][3] Group 2: Earnings Estimate Trends - The Zacks Consensus Estimate for the second-quarter earnings has been revised downward by 5.8% in the past 60 days, indicating a 21.84% year-over-year decline [4] - The revenue estimate of $30.91 billion for Q2 suggests a 19.43% decrease compared to the same period last year [4][9] Group 3: Business Segments and Performance Drivers - MPC operates primarily through two segments: Refining & Marketing and Midstream, with the former focusing on refining crude oil and distributing refined products, while the latter involves transportation and storage of crude oil and refined products [5] - The midstream segment is expected to have benefited from increased pipeline throughput and steady fee-based tariff income, which may have offset the negative impact of lower crude oil prices [6] - Solid demand for refined products and LPG exports, driven by strengthened overseas markets, is likely to have supported sales volumes and overall revenue [7] Group 4: Challenges and Pressures - MPC is anticipated to face margin pressure due to elevated turnaround and maintenance costs, exacerbated by ongoing and unplanned repairs [8] - The Galveston Bay refinery outage is expected to negatively impact bottom-line results, contributing to operational disruptions and increased repair-related costs [8][10] Group 5: Earnings Prediction Model - The Zacks model does not predict a definitive earnings beat for MPC this season, as the Earnings ESP is -2.74% and the company holds a Zacks Rank of 3 [11][12]

Key Takeaways ATO's Q3 earnings likely benefited from system upgrades, new rates, and a growing customer base.Higher distribution revenues and lower interest expenses might have supported ATO's bottom line.Increased O&M costs and higher depreciation could have pressured ATO's quarterly earnings.Atmos Energy Corporation (ATO) is scheduled to release third-quarter fiscal 2025 results on Aug. 6, after market close. The company delivered an earnings surprise of 3.8% in the last reported quarter. Let’s discuss t ...

Xenia Hotels & Resorts (XHR) came out with quarterly funds from operations (FFO) of $0.57 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to FFO of $0.52 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +32.56%. A quarter ago, it was expected that this real estate investment trust that owns hotels would post FFO of $0.42 per share when it actually produced FFO of $0.51, delivering a surprise of +21. ...

Fortis (FTS) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +7.84%. A quarter ago, it was expected that this electric and gas utility would post earnings of $0.69 per share when it actually produced earnings of $0.7, delivering a surprise of +1.45%.Over the last four quarters, the co ...

Johnson Outdoor (JOUT) came out with quarterly earnings of $0.75 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.16 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +212.50%. A quarter ago, it was expected that this outdoor gear company would post earnings of $0.21 per share when it actually produced earnings of $0.22, delivering a surprise of +4.76%.Over the last four quarter ...