Wall Street expects a year-over-year increase in earnings on higher revenues when Origin Bancorp (OBK) 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 July 23, might help the stock move higher if these key numbers are better than expectation ...

Core Viewpoint - Molina (MOH) is anticipated to report a year-over-year decline in earnings despite an increase in 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 Molina's quarterly earnings is $5.81 per share, reflecting a year-over-year decrease of 0.9%, while revenues are projected to reach $10.83 billion, representing a 9.7% increase from the previous year [3]. - The earnings report is expected to be released on July 23, and the stock may rise if the reported numbers exceed expectations, whereas a miss could lead to a decline [2]. Estimate Revisions - Over the past 30 days, the consensus EPS estimate has been revised down by 2.52%, indicating a collective reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Molina is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -5.26%, suggesting a bearish outlook from analysts [12]. Earnings Surprise History - In the last reported quarter, Molina was expected to post earnings of $5.86 per share but exceeded this with actual earnings of $6.08, resulting in a positive surprise of 3.75% [13]. - Over the last four quarters, Molina has beaten consensus EPS estimates three times, indicating some historical resilience [14]. Predictive Models - The Zacks Earnings ESP model indicates that a positive reading is a strong predictor of an earnings beat, particularly when combined with a favorable Zacks Rank [10]. - However, a negative Earnings ESP reading does not necessarily indicate an earnings miss, and stocks with negative readings are difficult to predict for earnings beats [11]. Conclusion - Molina does not currently appear to be a compelling candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock ahead of its earnings release [17].

Company Overview - Packaging Corp. (PKG) is expected to report a year-over-year increase in earnings, with a projected EPS of $2.44, reflecting a +10.9% change, and revenues of $2.16 billion, up 4.1% from the previous year [3][12]. Earnings Expectations - The earnings report is anticipated to be released on July 23, and the stock may rise if the results exceed expectations, while a miss could lead to a decline [2][12]. - The consensus EPS estimate has been revised 0.59% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Packaging Corp. is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.77%, suggesting a strong likelihood of beating the consensus EPS estimate [12]. - The company currently holds a Zacks Rank of 2 (Buy), which enhances the predictive power of the Earnings ESP [12][10]. Historical Performance - In the last reported quarter, Packaging Corp. exceeded the expected EPS of $2.21 by delivering $2.31, resulting in a surprise of +4.52% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Industry Context - Another player in the Containers - Paper and Packaging industry, Avery Dennison (AVY), is expected to report earnings of $2.38 per share, indicating a year-over-year decline of -1.7% [18]. - Avery Dennison's revenues are projected to be $2.23 billion, down 0.2% from the previous year, with a negative Earnings ESP of -0.42% [19][20].

Core Viewpoint - Rogers Communication is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended June 2025, with the actual results being crucial for its near-term stock price movement [1][2]. Earnings Expectations - The consensus estimate for Rogers Communication's quarterly earnings is $0.76 per share, reflecting a year-over-year decrease of 10.6%. Revenues are projected to be $3.74 billion, which is a 0.5% increase from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 0.71% higher, indicating a collective reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that the Most Accurate Estimate for Rogers Communication is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +6.42%. The company currently holds a Zacks Rank of 2, suggesting a strong likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Rogers Communication was expected to post earnings of $0.71 per share but delivered $0.69, resulting in a surprise of -2.82%. Over the past four quarters, the company has beaten consensus EPS estimates twice [13][14]. Conclusion - While Rogers Communication is positioned as a potential earnings-beat candidate, other factors should also be considered when evaluating the stock ahead of its earnings release [17].

The market expects Raymond James Financial, Inc. (RJF) 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 earnings report, which is expected to be released on July 23, might help the stock move higher if these key numbe ...

The market expects Sonoco (SON) 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 earnings report, which is expected to be released on July 23, might help the stock move higher if these key numbers are better than exp ...

The market expects RenaissanceRe (RNR) to deliver a year-over-year decline in earnings on lower 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 expected to be released on ...

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Teledyne Technologies, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Teledyne is expected to report quarterly earnings of $5.01 per share, reflecting a +9.4% change year-over-year, with revenues projected at $1.47 billion, up 7.1% from the previous year [3]. - The consensus EPS estimate has been revised 1.24% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates a positive Earnings ESP of +1.22% for Teledyne, suggesting analysts are optimistic about the company's earnings prospects [12]. - However, Teledyne currently holds a Zacks Rank of 4, complicating predictions of an earnings beat [12]. Historical Performance - Teledyne has consistently beaten consensus EPS estimates, achieving this in the last four quarters [14]. - In the most recent quarter, Teledyne was expected to post earnings of $4.92 per share but delivered $4.95, resulting in a +0.61% surprise [13]. Conclusion - While Teledyne may not be a strong candidate for an earnings beat, investors should consider other factors when evaluating the stock ahead of its earnings release [17].

Company Overview - Knight-Swift Transportation Holdings (KNX) is expected to report quarterly earnings of $0.34 per share, reflecting a year-over-year increase of +41.7% [3] - Revenues are anticipated to reach $1.87 billion, which is a 1.4% increase from the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for release on July 23, and the stock may rise if the results exceed expectations, while a miss could lead to a decline [2] - The consensus EPS estimate has been revised down by 5.08% over the last 30 days, indicating a reassessment by analysts [4] Earnings Surprise Potential - Knight-Swift has a positive Earnings ESP of +3.22%, suggesting analysts are optimistic about the company's earnings prospects [12] - The company has a Zacks Rank of 3, indicating a neutral outlook, but the combination of a positive Earnings ESP and this rank suggests a likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Knight-Swift exceeded the expected earnings of $0.25 per share by delivering $0.28, resulting in a surprise of +12.00% [13] - Over the past four quarters, the company has surpassed consensus EPS estimates three times [14] Industry Context - Heartland Express (HTLD), a competitor in the trucking industry, is expected to report a loss of $0.08 per share, marking a year-over-year change of -100% [18] - Heartland's revenues are projected to decline by 13.9% to $236.65 million, with a significant downward revision of 800% in the consensus EPS estimate over the last 30 days [19]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Lennox International (LII) due to higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Lennox is expected to report quarterly earnings of $6.90 per share, reflecting a +1% change year-over-year, with revenues projected at $1.48 billion, up 2.1% from the previous year [3]. - The consensus EPS estimate has been revised 0.17% higher in the last 30 days, indicating a collective reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +2.41% for Lennox, suggesting analysts are optimistic about the company's earnings prospects [12]. - 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]. Historical Performance - Lennox has consistently beaten consensus EPS estimates, achieving this in the last four quarters [14]. - In the last reported quarter, Lennox exceeded expectations by delivering earnings of $3.37 per share against an expected $3.25, resulting in a surprise of +3.69% [13]. Conclusion - Lennox is positioned as a compelling candidate for an earnings beat, but investors should consider other influencing factors before making investment decisions [17].