Core Viewpoint - The market anticipates U.S. Bancorp (USB) will report a year-over-year increase in earnings and revenues for the quarter ended June 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - U.S. Bancorp is expected to post quarterly earnings of $1.07 per share, reflecting a year-over-year increase of +9.2% [3]. - Revenues are projected to be $7.06 billion, which is a 3.2% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.67% over the last 30 days, indicating a reassessment by analysts [4]. - Despite the downward revision, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +0.08% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests 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]. - U.S. Bancorp currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, U.S. Bancorp exceeded the expected earnings of $0.99 per share by delivering $1.03, resulting in a surprise of +4.04% [13]. - The company has beaten consensus EPS estimates in each of the last four quarters [14]. Industry Comparison - The Bank of New York Mellon Corporation (BK), another player in the Zacks Banks - Major Regional industry, is expected to report earnings of $1.74 per share, reflecting a year-over-year change of +15.2% [18]. - BK's revenues are expected to be $4.86 billion, up 5.6% from the previous year, with a positive Earnings ESP of +1.03% and a Zacks Rank of 2 [19][20].

Core Viewpoint - The market anticipates Webster Financial (WBS) will report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on July 17, with a consensus EPS estimate of $1.43, reflecting a year-over-year increase of +13.5%. Revenues are projected at $712.23 million, up 15.9% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their initial projections during this period [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model compares the Most Accurate Estimate to the Zacks Consensus Estimate, suggesting that recent analyst revisions may provide more accurate insights into earnings expectations [8][9]. Current Earnings ESP and Zacks Rank - For Webster Financial, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.50%. The stock currently holds a Zacks Rank of 3, complicating predictions for an earnings beat [12]. Historical Performance - In the last reported quarter, Webster Financial was expected to post earnings of $1.38 per share but delivered only $1.30, resulting in a surprise of -5.80%. Over the past four quarters, the company has only beaten consensus EPS estimates once [13][14]. Conclusion - While the company may not appear to be a strong candidate for an earnings beat, investors should consider other factors when making decisions regarding the stock ahead of the earnings release [17].

Core Viewpoint - BancFirst (BANF) is expected to report a year-over-year increase in earnings driven by higher revenues, with the consensus outlook being crucial for assessing the company's earnings picture [1][3]. Earnings Expectations - The consensus EPS estimate for BancFirst is $1.67 per share, reflecting a year-over-year increase of +10.6% [3]. - Expected revenues for the quarter are $164.5 million, which is a 6.9% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' assessments [4]. - A positive Earnings ESP of +1.50% suggests that analysts have recently become more optimistic about BancFirst's earnings prospects [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. - BancFirst currently holds a Zacks Rank of 2, indicating a high likelihood of beating the consensus EPS estimate [12]. Historical Performance - BancFirst has consistently beaten consensus EPS estimates, achieving this in the last four quarters [14]. - In the last reported quarter, BancFirst exceeded expectations by delivering earnings of $1.67 per share against an expected $1.58, resulting in a surprise of +5.70% [13]. Conclusion - BancFirst is positioned as a compelling candidate for an earnings beat, but investors should consider other factors influencing stock performance ahead of the earnings release [17].

Core Viewpoint - Karooooo Ltd. (KARO) is anticipated to report a year-over-year increase in earnings driven by higher revenues in its upcoming earnings report for the quarter ended May 2025 [1] Earnings Expectations - The consensus estimate for Karooooo's quarterly earnings is $0.45 per share, reflecting a year-over-year increase of 15.4% [3] - Expected revenues are projected to be $71.47 million, which is a 22.6% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 4.21% higher in the last 30 days, indicating a positive reassessment by analysts [4] - The Most Accurate Estimate for Karooooo is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +7.46% [12] Historical Performance - In the last reported quarter, Karooooo exceeded the expected earnings of $0.37 per share by delivering $0.44, achieving a surprise of +18.92% [13] - Over the past four quarters, the company has consistently beaten consensus EPS estimates [14] Predictive Indicators - A positive Earnings ESP combined with a Zacks Rank of 1 suggests a high likelihood of Karooooo beating the consensus EPS estimate [12][10] - Stocks with a positive Earnings ESP and a solid Zacks Rank have historically produced positive surprises nearly 70% of the time [10]

Core Insights - Wells Fargo & Company (WFC) is set to report its second-quarter 2025 results on July 15, 2025, before market open, with a consensus revenue estimate of $20.7 billion, indicating a slight year-over-year rise [1][2][6] Financial Performance - The first-quarter performance of WFC showed a slight improvement in non-interest income, while net interest income (NII) experienced a decline [2] - The consensus estimate for earnings for the upcoming quarter has been revised downward to $1.40, reflecting a 5.3% increase from the prior-year quarter [3][4] Key Developments - In June 2025, the Federal Reserve lifted the $1.95 trillion asset cap on WFC, which had been imposed due to a fake account scandal, allowing for potential growth [5][6][26] Revenue Estimates - The Zacks Consensus Estimate for NII is projected at $11.94 billion, indicating a slight rise from the previous year's quarter [8] - Mortgage banking revenues are estimated at $271.2 million, suggesting an 11.6% rise year-over-year [10] - Investment advisory and other asset-based fee revenues are expected to reach $2.5 billion, reflecting a 1.6% year-over-year increase [11] - Investment banking income is estimated at $721.3 million, indicating a 12.5% rise year-over-year [13] Expense Management - WFC's expenses are anticipated to have declined modestly due to prudent expense management initiatives, including organizational restructuring and branch closures [14][27] Asset Quality - The consensus estimate for total non-accrual loans is pegged at $8.1 billion, suggesting a year-over-year decline of 4.1% [16] Market Performance - In Q2 2025, WFC shares rose 13%, compared to a 20.2% increase in the industry [19] - WFC is currently trading at a forward P/E of 12.99X, below the industry's average of 14.58X, indicating a relatively inexpensive valuation [21] Strategic Outlook - The removal of the asset cap allows WFC to enhance its deposit base, grow its loan portfolio, and increase securities holdings, potentially boosting NII and overall profitability [26] - Ongoing cost-cutting measures are expected to enhance long-term profitability [27]

The market expects Alaska Air Group (ALK) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence 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. On the other hand, if they miss ...

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for United Airlines despite an increase in revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - United Airlines is expected to report quarterly earnings of $3.88 per share, reflecting a year-over-year decrease of 6.3%, while revenues are projected to be $15.31 billion, an increase of 2.2% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 5.91% 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 matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [12]. Historical Performance - United Airlines has consistently beaten consensus EPS estimates in the last four quarters, with a notable surprise of +21.33% in the last reported quarter [13][14]. Market Reaction Factors - An earnings beat or miss may not solely dictate stock movement, as other factors can influence investor sentiment [15]. Investment Considerations - While United Airlines does not appear to be a strong candidate for an earnings beat, investors should consider additional factors before making investment decisions [17].

Core Viewpoint - Wells Fargo is expected to report a year-over-year increase in earnings and revenues for the quarter ended June 2025, with a consensus outlook indicating a potential impact on its stock price based on actual results compared to estimates [1][2]. Earnings Expectations - The upcoming earnings report is anticipated to be released on July 15, with expected earnings of $1.41 per share, reflecting a +6% year-over-year change, and revenues projected at $20.73 billion, up 0.2% from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has been revised 0.53% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +0.28% for Wells Fargo, suggesting analysts are optimistic about the company's earnings prospects [12]. Historical Performance - Wells Fargo has consistently beaten consensus EPS estimates, achieving this in the last four quarters, including a +3.25% surprise in the most recent quarter [13][14]. Investment Considerations - While a positive earnings surprise is likely, other factors may influence stock movement, and investors should consider the Earnings ESP and Zacks Rank before making investment decisions [15][16][17].

Core Viewpoint - WaFd (WAFD) is anticipated to report a year-over-year decline in earnings due to lower revenues, with a consensus EPS estimate of $0.67, reflecting an 11.8% decrease compared to the previous year, and revenues expected to be $188.7 million, down 3% from the same quarter last year [1][3]. Earnings Expectations - The earnings report could lead to a stock price increase if the actual results exceed expectations, while a miss could result in a decline [2]. - Management's discussion during the earnings call will significantly influence the sustainability of any immediate price changes and future earnings expectations [2]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from covering analysts [4]. - WaFd's Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +2.00%, suggesting a bullish sentiment among analysts [12]. Historical Performance - In the last reported quarter, WaFd was expected to post earnings of $0.60 per share but actually delivered $0.65, resulting in a positive surprise of +8.33% [13]. - Over the past four quarters, WaFd has beaten consensus EPS estimates three times [14]. Investment Considerations - While WaFd is seen as a compelling earnings-beat candidate, investors should consider other factors that may influence stock performance beyond earnings results [17]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 indicates a likelihood of beating the consensus EPS estimate [12].

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Crescent Energy (CRGY) . This company, which is in the Zacks Alternative Energy - Other industry, shows potential for another earnings beat.This oil and gas company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past t ...