Core Viewpoint - Lazard (LAZ) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended June 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to reveal quarterly earnings of $0.38 per share, reflecting a year-over-year decrease of 26.9%, while revenues are projected to be $688.5 million, representing a 0.6% increase from the previous year [3]. - The consensus EPS estimate has been revised down by 1.27% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Lazard is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +2.21%, suggesting a likelihood of beating the consensus EPS estimate [11]. - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [9]. Historical Performance - In the last reported quarter, Lazard exceeded the expected earnings of $0.29 per share by delivering $0.56, resulting in a surprise of +93.10% [12]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [13]. Conclusion - Lazard is positioned as a compelling candidate for an earnings beat, but investors should consider additional factors beyond earnings expectations when making investment decisions [16].

Core Viewpoint - The market anticipates Provident Financial (PFS) to report a year-over-year increase in earnings driven by higher revenues for the quarter ending June 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The earnings report is expected on July 24, with a consensus EPS estimate of $0.50, reflecting a significant year-over-year increase of +733.3%. Revenues are projected to be $212.75 million, up 29.9% from the previous year [3]. - The consensus EPS estimate has been revised 1.28% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Provident Financial is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +3.03%. However, the stock holds a Zacks Rank of 4, complicating predictions of an earnings beat [12]. - A positive Earnings ESP is generally a strong predictor of an earnings beat, especially when combined with a favorable Zacks Rank [10]. Historical Performance - In the last reported quarter, Provident Financial was expected to post earnings of $0.47 per share but exceeded expectations with earnings of $0.50, resulting in a surprise of +6.38%. However, the company has only beaten consensus EPS estimates once in the last four quarters [13][14]. Conclusion - While the company is not positioned as a compelling earnings-beat candidate, it is essential for investors to consider various factors beyond earnings expectations when making investment decisions [17].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for RPC despite higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - RPC is expected to report quarterly earnings of $0.09 per share, reflecting a 40% decrease year-over-year, while revenues are projected to be $408 million, an increase of 12% from the previous year [3]. - The consensus EPS estimate has been revised down by 20.83% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for RPC matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, complicating predictions of an earnings beat [12]. - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3, which increases the likelihood of a positive surprise [10]. Historical Performance - RPC has only beaten consensus EPS estimates once in the last four quarters, with a recent surprise of -14.29% when it reported earnings of $0.06 against an expectation of $0.07 [13][14]. Industry Comparison - Helix Energy, another player in the oil and gas services sector, is expected to report earnings of $0.01 per share, a significant year-over-year decline of 95.2%, with revenues anticipated to be $326.27 million, down 10.6% from the previous year [18]. - Helix Energy's consensus EPS estimate has remained unchanged over the last 30 days, and it also has an Earnings ESP of 0% with a Zacks Rank of 4, indicating challenges in predicting an earnings beat [19].

Core Viewpoint - Ovintiv (OVV) is anticipated to report a year-over-year decline in earnings due to lower revenues, with the consensus outlook indicating a potential impact on its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on July 24, with a consensus EPS estimate of $1.04, reflecting a year-over-year decrease of 16.1%. Revenues are projected to be $1.95 billion, down 14.7% from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has been revised 0.76% higher in the last 30 days, indicating a collective reassessment by analysts [4]. The Most Accurate Estimate for Ovintiv is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +7.28%, suggesting a bullish outlook on the company's earnings prospects [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3. Stocks with this combination have historically produced a positive surprise nearly 70% of the time [10][12]. Historical Performance - Ovintiv has a history of beating consensus EPS estimates, having done so in the last four quarters. In the most recent quarter, it exceeded expectations by delivering earnings of $1.42 per share against an expected $1.20, resulting in a surprise of +18.33% [13][14]. Conclusion - Ovintiv is positioned as a compelling earnings-beat candidate, but investors should consider other factors that may influence stock performance beyond earnings results [15][17].

Core Viewpoint - Textron (TXT) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended June 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The consensus estimate for Textron's quarterly earnings is $1.44 per share, reflecting a year-over-year decrease of 6.5%, while revenues are projected to be $3.6 billion, representing a 2.2% increase from the previous year [3]. - The consensus EPS estimate has been revised down by 0.16% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that Textron has a positive Earnings ESP of +0.58%, suggesting analysts have recently become more optimistic about the company's earnings prospects [12]. - The stock currently holds a Zacks Rank of 3, indicating a hold position, which, when combined with the positive Earnings ESP, suggests a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Textron exceeded the expected earnings of $1.17 per share by delivering $1.28, resulting in a surprise of +9.40% [13]. - Over the past four quarters, Textron has surpassed consensus EPS estimates three times [14]. Industry Comparison - General Dynamics (GD), a competitor in the Aerospace - Defense industry, is expected to report earnings of $3.54 per share for the same quarter, marking an 8.6% year-over-year increase, with revenues projected at $12.22 billion, up 2% from the previous year [18]. - General Dynamics has a positive Earnings ESP of +4.08% and a Zacks Rank of 3, indicating a strong likelihood of beating the consensus EPS estimate [19].

Company Overview - Union Pacific (UNP) is anticipated to report a year-over-year earnings increase driven by higher revenues for the quarter ended June 2025, with a consensus outlook suggesting a positive earnings picture [1][2] - The earnings report is scheduled for release on July 24, and the actual results will significantly influence the stock price depending on whether they meet or exceed expectations [2] Earnings Estimates - The Zacks Consensus Estimate predicts quarterly earnings of $2.89 per share, reflecting a year-over-year increase of 5.5% [3] - Expected revenues for the quarter are $6.11 billion, which is a 1.7% increase from the same quarter last year [3] Estimate Revisions - Over the past 30 days, the consensus EPS estimate has been revised down by 0.22%, indicating a reassessment by analysts [4] - The Most Accurate Estimate for Union Pacific is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +0.50%, suggesting a bullish outlook from analysts [12] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10] - Union Pacific currently holds a Zacks Rank of 3, which, along with the positive Earnings ESP, suggests a likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Union Pacific was expected to post earnings of $2.73 per share but delivered $2.70, resulting in a surprise of -1.10% [13] - Over the last four quarters, the company has surpassed consensus EPS estimates two times [14] Industry Context - In comparison, CSX (CSX), another player in the Zacks Transportation - Rail industry, is expected to report earnings of $0.42 per share for the same quarter, indicating a year-over-year decline of 14.3% [18] - CSX's revenues are projected to be $3.58 billion, down 3.2% from the previous year, with a negative Earnings ESP of -0.21%, making it challenging to predict an earnings beat [19]

Core Viewpoint - The market anticipates a year-over-year decline in Valero Energy's earnings due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Valero Energy is expected to report quarterly earnings of $1.76 per share, reflecting a year-over-year decrease of 35.1% [3]. - Revenues are projected to be $27.84 billion, down 19.3% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 3.01% higher in the last 30 days, indicating a reassessment by analysts [4]. - A positive Earnings ESP of +1.22% suggests analysts have recently become more optimistic about Valero's earnings prospects [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Valero currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Valero was expected to post earnings of $0.43 per share but delivered $0.89, resulting in a surprise of +106.98% [13]. - Over the past four quarters, Valero has beaten consensus EPS estimates three times [14]. Conclusion - Valero Energy is positioned as a compelling earnings-beat candidate, but investors should consider other factors influencing stock performance beyond earnings results [17].

Core Viewpoint - TransUnion (TRU) is anticipated to report flat earnings of $0.99 per share for the quarter ended June 2025, with revenues expected to reach $1.1 billion, reflecting a 5.6% increase from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for July 24, and the stock may experience upward movement if actual earnings exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 0.27% higher in the last 30 days, indicating a slight bullish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +1.65% for TransUnion, suggesting a higher likelihood of beating the consensus EPS estimate [11]. - The stock currently holds a Zacks Rank of 2, which further supports the expectation of an earnings beat [11]. Historical Performance - In the last reported quarter, TransUnion exceeded the expected earnings of $0.98 per share by delivering $1.05, resulting in a surprise of +7.14% [12]. - Over the past four quarters, the company has consistently beaten consensus EPS estimates [13]. Conclusion - TransUnion is positioned as a strong candidate for an earnings beat, but investors should consider additional factors beyond earnings results when making investment decisions [16].

World Kinect (WKC) is expected to deliver flat earnings compared to the year-ago quarter on lower revenues when it reports results for the quarter ended June 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 earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, th ...

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Valley National (VLY) due to higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The earnings report is expected on July 24, with a consensus EPS estimate of $0.22, reflecting a +69.2% year-over-year change, and revenues projected at $493.23 million, up 8.6% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.65% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for Valley National is lower than the consensus estimate, resulting in an Earnings ESP of -2.33%, indicating bearish sentiment among analysts [12]. Historical Performance - Valley National has not beaten consensus EPS estimates in the last four quarters, with the most recent quarter showing a -5.26% surprise [13][14]. Investment Considerations - Despite the negative Earnings ESP, other factors may influence stock movement, and investors should consider these alongside earnings expectations [15][17].