Core Insights - Modine Manufacturing Company (MOD) is expected to report first-quarter fiscal 2026 results on July 30, with earnings per share (EPS) estimated at 93 cents and revenues at $651.12 million, reflecting a 10.58% decline in EPS year-over-year [1][9] - The consensus estimate for quarterly revenues indicates a year-over-year decline of 1.57% [2] Financial Performance - In the fourth quarter of fiscal 2025, MOD reported adjusted EPS of $1.12, exceeding the Zacks Consensus Estimate of 95 cents, and net sales of $647 million, surpassing the estimate of $625 million [2] - The company has consistently beaten earnings estimates in the past four quarters, with an average surprise of 14.90% [2] Revenue Projections - For fiscal 2026, MOD anticipates net revenues to increase by 2-10% year-over-year, with the Climate Solutions segment projected to grow by 12-20%, driven by strong demand in data centers and commercial indoor air quality products [3] - The company expects revenue growth of over 30% year-over-year specifically for data centers [3] EBITDA Expectations - Adjusted EBITDA for fiscal 2026 is expected to range between $420 million and $450 million, compared to $392.1 million in fiscal 2025, indicating a positive outlook for the company's performance [4] Segment Performance - Performance Technologies sales are projected to decline by 2% to 12% year-over-year due to ongoing market weaknesses and trade conflicts, which may offset overall top-line growth in the first quarter [5] - SG&A expenses as a percentage of sales increased to 12.8% in fiscal 2025 from 11.3% in fiscal 2024, and are expected to remain elevated, potentially impacting margin performance in the upcoming quarter [6] Earnings Prediction - The current Earnings ESP for MOD is -4.30%, indicating that the model does not predict an earnings beat for the upcoming quarter [7][8]

Core Viewpoint - Vulcan Materials Company (VMC) is expected to report second-quarter 2025 results on July 31, with anticipated year-over-year growth in both revenues and earnings per share (EPS) driven by strong pricing, acquisitions, and stable public demand [1][9]. Financial Performance - In the last reported quarter, VMC's adjusted earnings exceeded the Zacks Consensus Estimate by 26.6% and increased by 25% year over year, while revenues fell short of the consensus by 2.5% but grew by 5.8% year over year [1]. - The Zacks Consensus Estimate for VMC's second-quarter EPS has decreased to $2.59 from $2.66 over the past 30 days, indicating a 10.2% rise from the same quarter last year. Revenue estimates are pegged at $2.2 billion, reflecting a 9.2% year-over-year increase [3]. Revenue Drivers - VMC's revenue and earnings growth in Q2 are expected to be supported by strong pricing gains across product lines, accretive acquisitions, and stable demand in the legacy business. Increased infrastructure spending and public construction activity are anticipated to offset declines in private construction [4]. - The Aggregates business, which includes crushed stone, sand, and gravel, is projected to contribute significantly to revenue growth, with net sales expected to rise by 10% to $1.78 billion. Volumes and prices in this segment are expected to increase by 4.2% and 5.6%, respectively [6]. - The Asphalt Mix segment is expected to see net sales of $368.6 million, a 5% increase year over year, with volumes and prices projected to grow by 1.8% and 3.1%, respectively. The Concrete segment is anticipated to grow by 24.8% to $208.8 million, with volumes and prices expected to rise by 22.6% and 1.8% [7]. Challenges - VMC's top line may be impacted by adverse weather conditions, a decline in private non-residential construction, and some slowdown in housing. Additionally, price and cost challenges in the Cement segment, along with higher natural gas prices, are expected to pose headwinds [8]. - Higher cost inflation, a shortage of skilled labor, and rising wage expenses are likely to affect VMC's second-quarter margins, with gross profit margin anticipated to decline by 120 basis points year over year to 28.2% [9][10]. Earnings Prediction - The current model does not predict a definitive earnings beat for VMC, as it has an Earnings ESP of -1.69% and a Zacks Rank of 4 (Sell) [11][12].

Core Viewpoint - Builders FirstSource, Inc. (BLDR) is expected to report second-quarter 2025 results on July 31, with anticipated declines in both earnings and net sales due to ongoing challenges in the housing market and margin pressures [1][5][9]. Financial Performance - In the last reported quarter, BLDR's adjusted earnings per share (EPS) exceeded the Zacks Consensus Estimate by 0.7%, while net sales fell short by 0.8%. Year-over-year, net sales and EPS decreased by 6% and 43%, respectively [1][2]. - The Zacks Consensus Estimate for BLDR's second-quarter EPS has increased to $2.35 from $2.33, reflecting a 32.9% decline from $3.50 in the same quarter last year. Net sales are projected at $4.24 billion, down 4.9% from $4.46 billion reported a year ago [3][9]. Sales and Market Conditions - The anticipated decline in net sales is attributed to significant decreases in the multi-family and single-family customer segments, along with reduced sales volume in manufactured products and windows, doors, and millwork categories [4][5]. - The housing market remains soft due to high mortgage rates and inflationary pressures, which are expected to negatively impact BLDR's top-line results. The company forecasts net sales between $4.1 billion and $4.4 billion for the quarter, down from $4.5 billion a year ago [5][6]. Earnings Outlook - BLDR's bottom line is expected to decline year-over-year due to margin normalization in single-family and multi-family segments, alongside a challenging housing starts environment. Reduced operating leverage and ongoing pressures in commodity product categories are also anticipated to affect margins [7][9]. - The company expects adjusted EBITDA to range from $475 million to $525 million, a decrease from $669.7 million reported in the previous year, with tariff cost impacts contributing to the headwinds [8][9]. Earnings Prediction Model - The current model does not predict an earnings beat for BLDR, as it has an Earnings ESP of -2.07% and a Zacks Rank of 3, indicating a neutral outlook [10][11].

Core Viewpoint - Masco Corporation is expected to report its second-quarter 2025 results on July 31, with anticipated declines in both adjusted earnings and net sales compared to the previous year, influenced by various segment performances and external cost pressures [1][2][7]. Financial Performance - In the last reported quarter, Masco's adjusted earnings and net sales missed the Zacks Consensus Estimate by 5.4% and 1.9%, respectively, with year-over-year declines of 6.5% and 6% [1]. - The Zacks Consensus Estimate for adjusted EPS has increased to $1.08 from $1.07 over the past 30 days, indicating a 10% decline from the year-ago EPS of $1.20. The consensus estimate for net sales is pegged at $2 billion, reflecting a 4.1% decline from the prior-year quarter's figure of $2.09 billion [2]. Sales Trends - The top line is expected to decline year over year due to reduced contributions from the Decorative Architectural Products segment, which accounted for 34.3% of total net sales in Q1 2025, impacted by lower sales volume and the divestiture of the Kichler business [3]. - The Plumbing Products segment, which accounted for 65.8% of total net sales in Q1 2025, is anticipated to support the top line with higher net selling prices, despite an unfavorable sales mix [4]. Segment Performance - The Plumbing Products segment's net sales are expected to increase by 1.3% year over year to $1.27 billion, while the Decorative Architectural Products segment's net sales are projected to decline by 12% year over year to $737.4 million [5]. - Geographically, net sales in North America are expected to decline by 5.7% year over year to $1.6 billion, while international net sales are anticipated to increase by 2.5% year over year to $406.9 million [6]. Margin Analysis - The company's bottom line is likely to decline year over year due to a higher cost structure and adverse impacts from tariffs, including incremental China tariffs and increased annual expenses from tariffs on steel and aluminum [7]. - Higher commodity costs, increased marketing costs, and an unfavorable sales mix from the Plumbing Products segment are expected to contribute to the decline in the bottom line [9]. Earnings Expectations - Masco has a positive Earnings ESP of +2.61%, indicating a potential earnings beat despite soft volume and rising input costs [8][10]. - The company currently holds a Zacks Rank of 3, suggesting a neutral outlook [11].

Company Overview - Leidos (LDOS) is expected to report flat earnings of $2.63 per share for the quarter ended June 2025, with revenues projected at $4.23 billion, reflecting a 2.4% increase year-over-year [3][12] - The consensus EPS estimate has been revised down by 0.76% over the last 30 days, indicating a reassessment by analysts [4] Earnings Expectations - The earnings report is anticipated to be released on August 5, and the stock may rise if actual results exceed expectations, while a miss could lead to a decline [2] - Leidos has an Earnings ESP of +1.46%, suggesting a likelihood of beating the consensus EPS estimate, supported by a Zacks Rank of 2 (Buy) [12][10] Historical Performance - In the last reported quarter, Leidos exceeded the expected earnings of $2.47 per share by delivering $2.97, resulting in a surprise of +20.24% [13] - The company has consistently beaten consensus EPS estimates in the last four quarters [14] Industry Context - DXC Technology, another player in the IT services industry, is expected to report a decline in earnings per share to $0.64, a year-over-year decrease of -13.5%, with revenues projected at $3.07 billion, down 5.2% [18][19] - DXC Technology has an Earnings ESP of -3.13% and a Zacks Rank of 2 (Buy), making it challenging to predict a beat on the consensus EPS estimate [20]

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].