Core Insights - International Paper Company (IP) is set to report its second-quarter 2025 results on July 31, with expected revenues of $6.8 billion, reflecting a 43% year-over-year growth [1][6] - The earnings estimate for IP has decreased by 2.6% over the past 60 days to 38 cents per share, indicating a 30% decline compared to the previous year [1][6] Revenue and Earnings Expectations - The projected revenue of $6.8 billion for Q2 is primarily driven by the acquisition of DS Smith [6] - The Packaging Solutions EMEA segment is expected to see net sales rise to $2.23 billion from $330 million year-over-year, with an anticipated operating profit of $72.9 million [6][9] - Packaging Solutions North America is projected to have net sales of $4.01 billion, a 10.4% increase year-over-year, with an operating profit of $309 million [10] - The Global Cellulose Fibers segment is expected to report a 9.1% decline in net sales to $652 million, with an operating loss of $4.1 million [10] Market Dynamics - The company has been facing weak packaging demand due to inflationary pressures affecting consumer priorities, leading to reduced demand for packaging [11] - However, stable demand in the e-commerce sector and strategic initiatives by the company may help mitigate some of these challenges [11] Earnings Surprise History - International Paper has beaten the Zacks Consensus Estimates in three of the last four quarters, with an average surprise of 39.5% [3][4] - The current Earnings ESP for IP stands at +1.31%, indicating a potential for an earnings beat [7] Stock Performance - Over the past year, IP shares have increased by 23.7%, compared to the industry's growth of 30.6% [12] Strategic Acquisition - The completion of the DS Smith acquisition on January 31, 2025, has positioned International Paper as a global leader in sustainable packaging solutions, impacting its financial reporting structure [8]

Company Overview - Wayfair (W) is anticipated to report a year-over-year decline in earnings of 27.7%, with expected earnings of $0.34 per share, while revenues are projected to increase by 0.4% to $3.13 billion for the quarter ended June 2025 [3][12]. Earnings Expectations - The earnings report is scheduled for release on August 4, and if the results exceed expectations, the stock may experience upward movement; conversely, a miss could lead to a decline [2][12]. - The consensus EPS estimate has been revised 2.24% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - Wayfair has an Earnings ESP of +5.41%, suggesting a higher likelihood of beating the consensus EPS estimate, supported by a Zacks Rank of 2 (Buy) [12]. - Historical performance shows that Wayfair has beaten consensus EPS estimates in two out of the last four quarters, with a notable surprise of +155.56% in the last reported quarter [13][14]. Industry Context - In the broader Zacks Internet - Commerce industry, Carvana (CVNA) is expected to report earnings of $1.1 per share, reflecting a significant year-over-year increase of 685.7%, with revenues projected at $4.57 billion, up 34.1% [18]. - Carvana's consensus EPS estimate has also been revised 2.2% higher, resulting in an Earnings ESP of +3.74%, indicating a strong likelihood of surpassing the consensus estimate [19].

Core Viewpoint - Affiliated Managers Group (AMG) is anticipated to report a year-over-year increase in earnings driven by higher 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 AMG's quarterly earnings is $5.25 per share, reflecting a year-over-year increase of +12.4% [3]. - Expected revenues for the quarter are $510.15 million, which is a 2% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.82% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for AMG is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.20% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a likely earnings beat, especially when combined with a Zacks Rank of 2 (Buy) [10][12]. - AMG has a history of beating consensus EPS estimates, having surpassed expectations in three out of the last four quarters [14]. Industry Comparison - In the Zacks Financial - Investment Management industry, T. Rowe Price (TROW) is expected to report earnings of $2.11 per share for the same quarter, indicating a year-over-year decline of -6.6% [18]. - T. Rowe's expected revenue is $1.71 billion, down 1.4% from the previous year, with a consensus EPS estimate revised 9.6% higher recently [19].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Encompass Health (EHC) due to higher revenues, with a focus on how actual results will compare to estimates impacting stock price [1][2]. Earnings Expectations - Encompass Health is expected to report quarterly earnings of $1.20 per share, reflecting an 8.1% increase year-over-year, with revenues projected at $1.43 billion, a 9.7% rise from the previous year [3]. - The earnings report is scheduled for August 4, and better-than-expected results could lead to a stock price increase, while disappointing results may cause a decline [2]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from covering analysts [4]. - The Most Accurate Estimate for Encompass Health is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.24%, suggesting a bearish sentiment among analysts [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, 2, or 3 [10]. - Encompass Health currently holds a Zacks Rank of 2, but the negative Earnings ESP complicates predictions for beating the consensus EPS estimate [12]. Historical Performance - Encompass Health has consistently beaten consensus EPS estimates, achieving this in the last four quarters [14]. - In the last reported quarter, the company exceeded expectations by delivering earnings of $1.37 per share against an expected $1.19, resulting in a surprise of +15.13% [13]. Conclusion - While Encompass Health does not appear to be a compelling earnings-beat candidate, investors should consider various factors beyond earnings results when making investment decisions [17].

Wall Street expects a year-over-year decline in earnings on lower revenues when MSA Safety (MSA) 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 earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbers are better than expectations. O ...

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. Oneok Inc. (OKE) is expected to deliver a year-over-year increase in earnings on higher 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 ho ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Marriott Vacations Worldwide (VAC) 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. Price, Consensus and EPS Surprise Earnings Whisper The earnings report, which is expected to be released on August 4, might help the ...

Core Viewpoint - V2X (VVX) is anticipated to report a year-over-year increase in earnings despite lower revenues, which could significantly influence its near-term stock price depending on how actual results compare to consensus estimates [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on August 4, with a consensus estimate of $1.00 per share, reflecting a year-over-year increase of +20.5%. Revenues are projected to be $1.04 billion, down 3.1% from the previous year [3][2]. 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 indicates that V2X has a positive Earnings ESP of +4.17%, suggesting analysts have recently become more optimistic about the company's earnings prospects. However, the stock holds a Zacks Rank of 4, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, V2X was expected to earn $0.92 per share but exceeded expectations with earnings of $0.98, resulting in a surprise of +6.52%. Over the last four quarters, the company has beaten consensus EPS estimates three times [13][14]. Conclusion - While V2X does not appear to be a strong candidate for an earnings beat, it is essential for investors to consider other factors when making decisions regarding the stock ahead of the earnings release [17].

The market expects Williams Companies, Inc. (The) (WMB) to deliver a year-over-year increase 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, which is expect ...

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Atlas Energy Solutions Inc. (AESI) despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected on August 4, with a consensus estimate of $0.14 per share, reflecting a year-over-year decrease of 12.5%. Revenues are projected to be $301.24 million, an increase of 4.8% from the previous year [3]. - The consensus EPS estimate has been revised down by 9.21% 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 +11.11% for Atlas Energy Solutions, suggesting recent bullish sentiment among analysts [12]. - However, the company holds a Zacks Rank of 5 (Strong Sell), complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Atlas Energy Solutions was expected to earn $0.18 per share but only achieved $0.08, resulting in a surprise of -55.56% [13]. - The company has not surpassed consensus EPS estimates in any of the last four quarters [14]. Industry Comparison - Cactus, Inc. (WHD), a peer in the oil and gas sector, is expected to report an EPS of $0.67, down 17.3% year-over-year, with revenues projected at $275.61 million, a decrease of 5.1% [18]. - Cactus has a Zacks Rank of 5 and an Earnings ESP of 0%, making it similarly challenging to predict an earnings beat [20].