Group 1 - Wall Street anticipates a year-over-year decline in earnings for LCI, with expected earnings of $2.22 per share, reflecting a -7.5% change, while revenues are projected to be $1.08 billion, up 2.2% from the previous year [3][12] - The upcoming earnings report is scheduled for August 5, and the stock may rise if actual results exceed expectations, while a miss could lead to a decline [2][12] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4] Group 2 - LCI's Earnings ESP is +4.62%, suggesting a positive outlook for earnings, as the Most Accurate Estimate is higher than the Zacks Consensus Estimate [12] - The company has a history of beating consensus EPS estimates, having surpassed expectations in the last four quarters, including a +41.29% surprise in the last reported quarter [13][14] - The Zacks Rank for LCI is 3, indicating a hold position, which combined with a positive Earnings ESP suggests a likelihood of beating the consensus EPS estimate [12][19] Group 3 - In the automotive industry, Magna is expected to report earnings of $1.19 per share, reflecting an -11.9% year-over-year change, with revenues projected at $10.41 billion, down 5% from the previous year [18] - Magna's consensus EPS estimate has been revised 3.1% higher in the last 30 days, resulting in an Earnings ESP of +5.04%, indicating a potential to beat the consensus EPS estimate [19]

Company Overview - Onity Group (ONIT) is expected to report a year-over-year decline in earnings despite higher revenues for the quarter ended June 2025, with a consensus outlook indicating a significant impact on its near-term stock price based on actual results compared to estimates [1][2] Earnings Expectations - The upcoming earnings report is anticipated to be released on August 5, with expectations that better-than-expected key numbers could lead to a stock price increase, while missing expectations may result in a decline [2] - The consensus estimate for Onity's quarterly earnings is $2.08 per share, reflecting a year-over-year decrease of 48.9%, while revenues are projected to be $263.75 million, representing a 7% increase from the previous year [3] Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 6.96%, indicating a reassessment by analysts regarding the company's earnings prospects [4] - The Most Accurate Estimate for Onity is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.65%, which suggests a bearish outlook from analysts [11] Earnings Surprise History - In the last reported quarter, Onity had an expected EPS of $1.79 but delivered $2.84, resulting in a positive surprise of 58.66% [12] - Over the past four quarters, Onity has beaten consensus EPS estimates three times, indicating some historical resilience [13] Industry Context - Rocket Companies (RKT), another player in the Zacks Financial - Mortgage & Related Services industry, is expected to report earnings of $0.03 per share for the same quarter, reflecting a year-over-year decline of 50%, with revenues projected at $1.25 billion, down 3.6% [17][18] - The consensus EPS estimate for Rocket Companies has been revised down by 9.1% over the last 30 days, and it currently has an Earnings ESP of -27.27%, combined with a Zacks Rank of 4 (Sell), making it difficult to predict an earnings beat [18][19]

Company Overview - Par Petroleum (PARR) is expected to report a year-over-year increase in earnings of +51% with an EPS of $0.74, despite a revenue decline of 19.9% to $1.62 billion for the quarter ended June 2025 [3][12] - The consensus EPS estimate has been revised 42.03% higher over the last 30 days, indicating a positive reassessment by analysts [4] Earnings Expectations - The upcoming earnings report is anticipated to be released on August 5, with stock movement likely depending on whether actual results exceed or fall short of expectations [2][12] - A positive Earnings ESP reading is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank of 1, 2, or 3 [10] Historical Performance - Par Petroleum has beaten consensus EPS estimates three out of the last four quarters, although it recently reported a loss of -$0.94 per share against an expected loss of -$0.77, resulting in a surprise of -22.08% [13][14] Industry Context - HF Sinclair (DINO), another player in the oil and gas refining and marketing industry, is expected to report an EPS of $1.09, reflecting a year-over-year change of +39.7%, with revenues projected at $7.2 billion, down 8.2% [18][19] - Similar to Par Petroleum, HF Sinclair has an Earnings ESP of 0% and a Zacks Rank of 3, making it difficult to predict an earnings beat [20]

Core Viewpoint - Paylocity (PCTY) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended June 2025, with the consensus outlook indicating a significant factor that could influence its near-term stock price [1][2]. Financial Expectations - The upcoming earnings report is expected to show quarterly earnings of $1.38 per share, reflecting a year-over-year decrease of 6.8%, while revenues are projected to reach $388.7 million, an increase of 8.8% from the previous year [3]. - The consensus EPS estimate has been revised 1.84% higher in the last 30 days, indicating a reassessment by analysts regarding the company's earnings prospects [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates a positive Earnings ESP of +4.45% for Paylocity, suggesting that analysts have recently become more optimistic about the company's earnings [12]. - However, the stock holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Paylocity exceeded the expected earnings of $2.09 per share by delivering $2.43, resulting in a surprise of +16.27% [13]. - Over the past four quarters, the company has consistently beaten consensus EPS estimates [14]. Industry Comparison - Palantir Technologies Inc. (PLTR), another player in the Zacks Internet - Software industry, is expected to report earnings per share of $0.14 for the same quarter, marking a year-over-year increase of 55.6%, with revenues projected at $938.33 million, up 38.4% from the previous year [18][19].

Core Viewpoint - National CineMedia (NCMI) is expected to report a year-over-year decline in earnings despite higher revenues for the quarter ended June 2025, with a consensus outlook indicating a loss of $0.10 per share, reflecting an 11.1% decrease from the previous year, while revenues are projected to be $56.37 million, up 3.1% year-over-year [1][3]. Earnings Expectations - The upcoming earnings report is anticipated to be released on August 5, and the stock price may increase if the actual results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 13.33% higher in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative Earnings ESP reading indicates the likely deviation of actual earnings from the consensus estimate, with a positive reading being a strong predictor of an earnings beat [8][10]. - For National CineMedia, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -5.00%, combined with a Zacks Rank of 5, making it difficult to predict an earnings beat [12]. Historical Performance - In the last reported quarter, National CineMedia was expected to post a loss of $0.20 per share but actually reported a loss of $0.24, resulting in a surprise of -20.00% [13]. - Over the last four quarters, the company has only beaten consensus EPS estimates once [14]. Industry Comparison - Stagwell (STGW), another player in the advertising and marketing industry, is expected to report earnings per share of $0.18 for the same quarter, reflecting a year-over-year increase of 28.6%, with revenues projected at $697.25 million, up 3.9% [18][19]. - Stagwell's consensus EPS estimate has remained unchanged over the last 30 days, but it has an Earnings ESP of -14.29%, indicating challenges in predicting an earnings beat [20].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Portillo's Inc. driven by higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Portillo's Inc. is expected to report quarterly earnings of $0.12 per share, reflecting a +20% year-over-year change, with revenues projected at $195.3 million, a 7.4% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 5.56% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +10.64% for Portillo's Inc., suggesting analysts are optimistic about the company's earnings prospects [12]. Historical Performance - In the last reported quarter, Portillo's Inc. exceeded the expected earnings of $0.04 per share by delivering $0.05, resulting in a +25% surprise. The company has beaten consensus EPS estimates three out of the last four quarters [13][14]. Investment Considerations - While a positive earnings surprise is a strong indicator of potential stock price movement, other factors may also influence the stock's performance post-earnings release [15][17].

Core Viewpoint - Rivian Automotive (RIVN) is expected to report a year-over-year increase in earnings driven by higher revenues, with a consensus outlook indicating a quarterly loss of $0.65 per share and revenues of $1.26 billion, reflecting a 9% increase from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is anticipated to be released on August 5, and the stock may rise if the actual results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 2.26% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - Rivian Automotive has an Earnings ESP of +8.53%, suggesting a likelihood of beating the consensus EPS estimate, although it currently holds a Zacks Rank of 3 [11]. - The Most Accurate Estimate for Rivian is higher than the Zacks Consensus Estimate, indicating a bullish sentiment among analysts regarding the company's earnings prospects [11]. Historical Performance - In the last reported quarter, Rivian was expected to post a loss of $0.80 per share but actually reported a loss of -$0.41, resulting in a positive surprise of +48.75% [12]. - Over the past four quarters, Rivian has beaten consensus EPS estimates two times [13]. Conclusion - Rivian Automotive is viewed as a compelling candidate for an earnings beat, but investors should consider other factors influencing stock performance beyond just earnings results [16].

Wall Street expects a year-over-year decline in earnings on higher revenues when Rhythm Pharmaceuticals, Inc. (RYTM) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact 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 expected to be released ...

Core Viewpoint - Porch Group, Inc. (PRCH) is expected to report a year-over-year increase in earnings despite lower revenues for the quarter ended June 2025, with the consensus outlook being crucial for assessing the company's earnings picture [1][2]. Earnings Expectations - The consensus EPS estimate for Porch Group is a loss of $0.13 per share, reflecting an 80% year-over-year improvement [3]. - Revenues are projected to be $96.56 million, which is a decrease of 12.9% compared to the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 42.86% higher, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Porch Group aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with a positive ESP being a strong predictor of an earnings beat [9][10]. - Porch Group currently holds a Zacks Rank of 2, which complicates the prediction of an earnings beat despite the positive revision trend [12]. Historical Performance - In the last reported quarter, Porch Group was expected to post a loss of $0.07 per share but instead reported earnings of $0.02, resulting in a surprise of +128.57% [13]. - Over the past four quarters, the company has exceeded consensus EPS estimates two times [14]. Market Reaction - The stock price may increase if the upcoming earnings report exceeds expectations, while a miss could lead to a decline [2]. - An earnings beat or miss is not the sole factor influencing stock movement, as other variables can also impact investor sentiment [15].

Revenues are expected to be $104.44 million, up 5.2% from the year-ago quarter. Estimate Revisions Trend The consensus EPS estimate for the quarter has been revised 1.72% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Wall Street expects a year-over-year decline in earnings on higher revenues when Shoals Technologies Group (SHLS) reports results for the quarter ended June ...