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Equity Lifestyle Properties (ELS) Q3 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKS· 2025-10-21 14:16
Core Insights - Analysts project that Equity Lifestyle Properties (ELS) will report quarterly earnings of $0.75 per share, reflecting a year-over-year increase of 4.2% [1] - Revenue is expected to reach $398.7 million, marking a 3% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has been revised 0.2% higher over the last 30 days, indicating a collective reevaluation by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions to the stock [3] Revenue Breakdown - Analysts estimate 'Revenues- Annual membership subscriptions' at $17.03 million, a 1.9% increase from the previous year [5] - 'Revenues- Rental income' is projected to be $322.65 million, reflecting a 2.6% increase year-over-year [5] - The consensus for 'Revenues- Other income' is $17.58 million, indicating a 6.9% increase from the prior year [6] - 'Revenues- Membership upgrade sales current period, gross' is expected to decline to $4.24 million, a decrease of 58% from the year-ago quarter [6] Company Performance - ELS shares have increased by 4.2% over the past month, outperforming the Zacks S&P 500 composite, which rose by 1.2% [6] - ELS holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [6]
Exploring Analyst Estimates for Valero Energy (VLO) Q3 Earnings, Beyond Revenue and EPS
ZACKS· 2025-10-21 14:16
Core Insights - Analysts expect Valero Energy (VLO) to report quarterly earnings of $2.91 per share, reflecting a year-over-year increase of 155.3% with revenues projected at $29.77 billion, down 9.4% from the previous year [1] - The consensus EPS estimate has been revised upward by 36% over the past 30 days, indicating a significant reassessment by analysts [1] Revenue Projections - Total operating revenues from refining are expected to be $28.91 billion, indicating a year-over-year decline of 7.8% [4] - Total operating revenues from ethanol are projected at $1.13 billion, down 1.4% year-over-year [4] - Total operating revenues from renewable diesel are estimated at $1.11 billion, reflecting a 9% decrease year-over-year [4] Refining Margins - The U.S. Mid-Continent region's refining margin per barrel is expected to reach $10.33, up from $7.92 a year ago [5] - The U.S. West Coast region's refining margin per barrel is projected at $13.74, compared to $7.31 in the same quarter last year [5] - The U.S. Gulf Coast region's refining margin per barrel is anticipated to be $10.65, an increase from $9.03 reported in the same quarter last year [6] Throughput Volumes - Refining throughput volumes per day are estimated at 3,007.56 thousand barrels, up from 2,884.00 thousand barrels in the same quarter last year [6] - U.S. Gulf Coast region throughput volumes per day are projected at 1,805.39 thousand barrels, slightly up from 1,799.00 thousand barrels year-over-year [7] - U.S. Mid-Continent region throughput volumes per day are expected to reach 447.87 thousand barrels, compared to 419.00 thousand barrels in the same quarter last year [7] Overall Performance - Analysts predict that the refining margin per barrel will likely reach $12.02, up from $9.09 in the same quarter last year [8] - North Atlantic region throughput volumes per day are expected to be 482.18 thousand barrels, compared to 422.00 thousand barrels a year ago [8] - The North Atlantic region's refining margin per barrel is projected at $14.50, an increase from $11.55 reported in the same quarter last year [9] Market Performance - Valero Energy shares have shown a return of -3.8% over the past month, contrasting with the Zacks S&P 500 composite's +1.2% change [10] - With a Zacks Rank 2 (Buy), Valero Energy is expected to outperform the overall market in the near future [10]
Paccar (PCAR) Q3 Earnings Match Estimates
ZACKS· 2025-10-21 14:11
分组1 - Paccar reported quarterly earnings of $1.12 per share, matching the Zacks Consensus Estimate, but down from $1.85 per share a year ago [1] - The company posted revenues of $6.11 billion for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 1.53%, but down from $7.7 billion year-over-year [2] - Paccar shares have declined approximately 6.3% since the beginning of the year, contrasting with the S&P 500's gain of 14.5% [3] 分组2 - The earnings outlook for Paccar is uncertain, with current consensus EPS estimate at $1.21 on revenues of $6.3 billion for the upcoming quarter and $5.15 on revenues of $26.65 billion for the current fiscal year [7] - The Zacks Industry Rank for Automotive - Domestic is in the bottom 27% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8]
Genuine Parts (GPC) Q3 Earnings Lag Estimates
ZACKS· 2025-10-21 13:05
Core Insights - Genuine Parts Company (GPC) reported quarterly earnings of $1.98 per share, missing the Zacks Consensus Estimate of $2.02 per share, but showing an increase from $1.88 per share a year ago, resulting in an earnings surprise of -1.98% [1] - The company achieved revenues of $6.26 billion for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 2.03% and up from $5.97 billion year-over-year [2] - Genuine Parts has surpassed consensus EPS estimates three times over the last four quarters and has topped consensus revenue estimates four times in the same period [2] Earnings Outlook - The future performance of Genuine Parts' stock will largely depend on management's commentary during the earnings call and the sustainability of the stock's immediate price movement based on the recently released numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.79 on revenues of $5.91 billion, while for the current fiscal year, the estimate is $7.65 on revenues of $24.08 billion [7] Industry Context - The Automotive - Retail and Wholesale - Parts industry, to which Genuine Parts belongs, is currently ranked in the bottom 25% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]
Halliburton (HAL) Surpasses Q3 Earnings and Revenue Estimates
ZACKS· 2025-10-21 12:55
Halliburton (HAL) came out with quarterly earnings of $0.58 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.73 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +16.00%. A quarter ago, it was expected that this provider of drilling services to oil and gas operators would post earnings of $0.55 per share when it actually produced earnings of $0.55, delivering no surprise.Over the ...
PulteGroup (PHM) Surpasses Q3 Earnings and Revenue Estimates
ZACKS· 2025-10-21 12:41
PulteGroup (PHM) came out with quarterly earnings of $2.96 per share, beating the Zacks Consensus Estimate of $2.86 per share. This compares to earnings of $3.35 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.50%. A quarter ago, it was expected that this homebuilder would post earnings of $2.92 per share when it actually produced earnings of $3.03, delivering a surprise of +3.77%.Over the last four quarters, the company ha ...
Peoples Bancorp (PEBO) Q3 Earnings Top Estimates
ZACKS· 2025-10-21 12:16
Core Viewpoint - Peoples Bancorp (PEBO) reported quarterly earnings of $0.90 per share, exceeding the Zacks Consensus Estimate of $0.83 per share, but slightly lower than the $0.89 per share from the previous year, indicating an earnings surprise of +8.43% [1][2] Financial Performance - The company posted revenues of $115.18 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.6%, compared to $113.71 million in the same quarter last year [2] - Over the last four quarters, the company has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - Peoples Bancorp shares have declined approximately 9.4% since the beginning of the year, while the S&P 500 has gained 14.5% [3] - The current status translates into a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.84 on revenues of $117.9 million, and for the current fiscal year, it is $2.95 on revenues of $462.15 million [7] - The estimate revisions trend for Peoples Bancorp was mixed ahead of the earnings release, which could change following the recent report [6] Industry Context - The Zacks Industry Rank for Banks - Midwest is currently in the top 37% of over 250 Zacks industries, suggesting that the industry outlook can significantly impact stock performance [8]
United States Antimony (UAMY) Soars 20.0%: Is Further Upside Left in the Stock?
ZACKS· 2025-10-21 09:11
Group 1 - United States Antimony Corporation (UAMY) shares increased by 20% to close at $13.43, with a notable trading volume and a total gain of 72.4% over the past four weeks [1][2] - UAMY announced an offer to acquire Australia-based Larvotto Resources Limited, having previously acquired 10% of Larvotto's issued share capital [2][4] - The acquisition would position UAMY as one of the largest antimony producers outside of China, with Larvotto's Hillgrove Antimony-Gold Project expected to start production in 2026, potentially supplying around 7% of global antimony demand [2][3] Group 2 - Under the acquisition offer, Larvotto shareholders would receive six shares of UAMY for every 100 shares held, representing a significant premium [4] - UAMY is projected to report quarterly earnings of $0.02 per share, reflecting a year-over-year increase of 300%, with revenues expected to reach $12 million, up 395.9% from the previous year [5] - The consensus EPS estimate for UAMY has remained unchanged over the last 30 days, indicating that stock price movements may depend on future earnings estimate revisions [6] Group 3 - UAMY currently holds a Zacks Rank of 3 (Hold) within the Mining - Non Ferrous industry, while Southern Copper (SCCO) in the same industry has a Zacks Rank of 2 (Buy) and has seen a 4% increase in its stock price [7][8]
Strength Seen in Cartesian Therapeutics, Inc. (RNAC): Can Its 8.2% Jump Turn into More Strength?
ZACKS· 2025-10-21 08:56
Core Insights - Cartesian Therapeutics, Inc. (RNAC) shares increased by 8.2% to $9.75, reversing a previous 4.6% decline over the past month, driven by high trading volume [1][2] Company Developments - The rise in stock price is linked to positive investor sentiment regarding the lead pipeline drug, Descartes-08, which is undergoing a late-stage study for myasthenia gravis and a mid-stage study for systemic lupus erythematosus, with preliminary data expected by year-end [2] - The company plans to initiate a phase II pediatric basket study for Descartes-08 in select autoimmune indications by the end of 2025 [2] Financial Expectations - Cartesian Therapeutics is projected to report a quarterly loss of $0.81 per share, reflecting a year-over-year decrease of 17.4%, with revenues expected at $0.3 million, down 23.1% from the previous year [3] - The consensus EPS estimate for the upcoming quarter has remained unchanged over the last 30 days, indicating a lack of upward earnings estimate revisions [4] Industry Context - Cartesian Therapeutics operates within the Zacks Medical - Biomedical and Genetics industry, where Alvotech (ALVO) also competes, having experienced a 1.5% decline in its last trading session [4] - Alvotech's consensus EPS estimate has remained stable at $0.08, representing a significant year-over-year decline of 57.9%, while it holds a Zacks Rank of 1 (Strong Buy) [5]
Commercial Metals (CMC) is an Incredible Growth Stock: 3 Reasons Why
ZACKS· 2025-10-20 17:46
Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying the right ones involves significant challenges and risks [1] Group 1: Company Overview - Commercial Metals (CMC) is highlighted as a recommended growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] - The company is a manufacturer and recycler of steel and metal products, which is currently positioned for strong growth [3] Group 2: Earnings Growth - Historical EPS growth for Commercial Metals is 0.4%, but projected EPS growth for this year is expected to be 59.1%, significantly surpassing the industry average of 40% [4] Group 3: Asset Utilization - Commercial Metals has an asset utilization ratio (sales-to-total-assets ratio) of 1.13, indicating that the company generates $1.13 in sales for every dollar in assets, compared to the industry average of 0.9 [5] Group 4: Sales Growth - The company's sales are projected to grow by 4.8% this year, while the industry average is stagnant at 0% [6] Group 5: Earnings Estimate Revisions - There is a positive trend in earnings estimate revisions for Commercial Metals, with the current-year earnings estimates increasing by 3.8% over the past month [7] Group 6: Investment Positioning - Commercial Metals has achieved a Growth Score of B and a Zacks Rank 1 due to positive earnings estimate revisions, positioning it well for potential outperformance in the market [9]