The market expects PagSeguro Digital Ltd. (PAGS) 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 t ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Home Depot (HD) reports results for the quarter ended July 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 19, might help the stock move higher if these key numbers are better than expectations. ...

Core Viewpoint - Curtiss-Wright Corp. (CW) is positioned as a strong investment opportunity within the Zacks Aerospace Defense Equipment industry, driven by rising commercial nuclear aftermarket sales and consistent shareholder-focused initiatives [1] Growth Outlook & Surprise History - The Zacks Consensus Estimate for CW's 2025 earnings per share (EPS) has increased by 1.8% to $12.86 per share over the past 30 days [2] - The revenue estimate for 2025 stands at $3.42 billion, indicating a growth of 9.5% [2] - CW has a long-term earnings growth rate of 12.5% and has surpassed expectations in the last four quarters with an average earnings surprise of 9.34% [2] Return on Equity - Curtiss-Wright's return on equity (ROE) is 18.34%, significantly higher than the industry average of 8.29%, indicating effective utilization of funds [3] Shareholder-Friendly Actions - The company has been increasing shareholder value through regular dividend payments, with a current quarterly dividend of 24 cents per share, leading to an annualized dividend of 96 cents and a dividend yield of 0.20%, better than the industry's average of 0.16% [4] Debt Structure - Curtiss-Wright's total debt to capital ratio is 26.11%, much lower than the industry average of 51.51% [5] - The times interest earned (TIE) ratio is 14.2, indicating a strong ability to meet future interest obligations [5] Nuclear Operations - The U.S. remains a key market for Curtiss-Wright's nuclear power growth, with a significant increase in commercial nuclear aftermarket sales in the second quarter of 2025 [6] - The company is collaborating with reactor designers for systems and equipment development, positioning itself for sustained growth in both U.S. and global nuclear markets [6] Stock Price Performance - Curtiss-Wright's stock has increased by 44.8% over the past six months, outperforming the industry's growth of 22% [8]

Core Viewpoint - Palo Alto Networks (PANW) is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended July 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on August 18, with a consensus estimate of $0.88 per share, reflecting a year-over-year increase of 17.3%. Revenues are projected to be $2.5 billion, up 14.2% from the previous year [3][2]. - The consensus EPS estimate has been revised 1.21% higher in the last 30 days, indicating a collective reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Palo Alto is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.53%, suggesting a bearish outlook from analysts [11]. - A positive Earnings ESP is generally a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3, which increases the likelihood of a positive surprise [9][10]. Historical Performance - In the last reported quarter, Palo Alto exceeded the expected earnings of $0.77 per share by delivering $0.80, resulting in a surprise of +3.90%. The company has beaten consensus EPS estimates in the last four quarters [12][13]. Conclusion - Despite the historical performance of beating estimates, Palo Alto does not currently appear to be a compelling candidate for an earnings beat, and investors should consider other factors before making investment decisions [16].

Core Viewpoint - AST SpaceMobile (ASTS) is set to report its second-quarter 2025 earnings on August 11, 2025, with revenue expectations of $5.15 million and a loss of 19 cents per share, indicating a challenging financial outlook for the company [1][7]. Earnings Performance - The company has experienced a negative earnings surprise of 2.59% on average over the past four quarters, with a significant negative surprise of 17.65% in the last reported quarter [2][3]. Earnings Whispers - ASTS currently has an Earnings Surprise Prediction (ESP) of +26.32% but holds a Zacks Rank of 4 (Sell), indicating low chances of an earnings beat this time [4]. Strategic Collaborations - ASTS has formed a strategic partnership with Vodafone Idea (Vi) to provide satellite-based mobile connectivity in India, which could enhance its service offerings in various sectors [5][8]. Financial Management - The company has retired $225 million of its 2032 convertible notes, reducing its debt burden and freeing up cash for research and development [9]. Competitive Landscape - ASTS operates in a highly competitive mobile satellite services market, facing challenges from major players like SpaceX's Starlink and Globalstar, necessitating continuous innovation to maintain its competitive edge [10]. Market Performance - Over the past year, ASTS shares have increased by 136.3%, outperforming the industry average growth of 31.5% and competitors like Viasat and Iridium [11]. Valuation Metrics - ASTS shares are currently trading at a price/sales ratio of 62.01, significantly higher than the industry average of 3.58, indicating a premium valuation [12]. Future Plans - The company plans to deploy around 60 satellites in the next two years, but it is still in the pre-commercial phase without a consistent revenue source [15]. Macroeconomic Challenges - ASTS faces unfavorable macroeconomic conditions, including rising inflation and higher interest rates, which negatively impact its operations and growth prospects [16]. Industry Competition - Competitors like Viasat and Iridium are ramping up investments in direct-to-device satellite services, posing challenges to ASTS's growth initiatives [17]. Long-term Prospects - While ASTS has a comprehensive patent portfolio and collaborations with major telecom operators, geopolitical volatility and tariff uncertainties may hinder its growth in the near term [18]. Investment Sentiment - The company's premium valuation and downward estimate revisions reflect bearish sentiment regarding its growth potential, suggesting that investors may want to avoid investing in ASTS at this time [19].

Core Insights - Post Holdings, Inc. reported strong third-quarter fiscal 2025 results, with both revenue and earnings exceeding expectations and showing year-over-year growth [1][10]. Financial Performance - Adjusted earnings per share were $2.03, surpassing the Zacks Consensus Estimate of $1.67, and increased from $1.54 in the same quarter last year [2][10]. - Net sales reached $1,984.3 million, a 1.9% increase year over year, beating the estimate of $1,951 million. This includes $8.4 million from the acquisition of Potato Products of Idaho, L.L.C. [3][10]. - Gross profit was $596.2 million, up 3.3% year over year, with gross margin expanding to 30% from 29.6% [3][10]. - Selling, general and administrative (SG&A) expenses decreased by 3.8% to $312.1 million, representing 15.7% of net sales compared to 16.7% in the prior year [4]. - Operating profit increased by 15.5% to $234.6 million, and adjusted EBITDA rose 13.4% to $397 million from $350.2 million in the previous year [4]. Segment Performance - **Post Consumer Brands**: Reported net sales of $914 million, down 9.3% year over year, missing the estimate of $945 million, primarily due to a 10.3% drop in volumes [5]. - **Weetabix**: Net sales increased by 1.3% to $137.9 million but missed the estimate of $139 million, with a 2.5% decline in volumes [6]. - **Foodservice**: Achieved 18.6% growth in net sales to $698.5 million, exceeding the estimate of $636 million, with volumes growing 4.5% excluding acquisition impacts [7]. - **Refrigerated Retail**: Sales increased by 9.1% to $233.9 million, beating the estimate of $224 million, with a profit surge of 380.4% to $24.5 million [8]. Future Outlook - The company raised its fiscal 2025 adjusted EBITDA guidance to a range of $1,500-$1,520 million, up from the previous range of $1,460-$1,500 million [10][14]. - Capital expenditures for fiscal 2025 are expected to be between $450 million and $480 million, increased from the previous range of $390-$430 million [15]. Shareholder Actions - Post Holdings repurchased 0.6 million shares for $62.1 million in the third quarter, totaling 3.9 million shares for $434.7 million for the nine months ended June 30, 2025 [12].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Flowers Foods despite higher revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - Flowers Foods is expected to report quarterly earnings of $0.29 per share, reflecting a year-over-year decrease of 19.4%, while revenues are projected to be $1.27 billion, an increase of 3.6% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.93% over the last 30 days, indicating a collective reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Flowers Foods is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.49%, suggesting a bearish outlook from analysts [12]. Historical Performance - In the last reported quarter, Flowers Foods was expected to earn $0.38 per share but only achieved $0.35, resulting in a surprise of -7.89%. Over the last four quarters, the company has beaten consensus EPS estimates three times [13][14]. Investment Considerations - Despite the potential for an earnings beat, Flowers Foods does not appear to be a compelling candidate for such an outcome, and investors should consider other factors before making investment decisions [17].

分组1 - Repare Therapeutics Inc. reported a quarterly loss of $0.39 per share, which was better than the Zacks Consensus Estimate of a loss of $0.56, representing an earnings surprise of +30.36% [1] - The company posted revenues of $0.25 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 95%, and this is a decline from year-ago revenues of $1.07 million [2] - The stock has gained about 16% since the beginning of the year, outperforming the S&P 500's gain of 7.8% [3] 分组2 - The current consensus EPS estimate for the coming quarter is -$0.49 on $5 million in revenues, and for the current fiscal year, it is -$2.45 on $20 million in revenues [7] - The Medical - Biomedical and Genetics industry is currently ranked in the bottom 43% of over 250 Zacks industries, indicating potential challenges for stocks in this sector [8]

Financial Performance - For the quarter ended June 2025, DiamondRock Hospitality (DRH) reported revenue of $305.72 million, down 1.2% year-over-year [1] - EPS for the quarter was $0.35, compared to $0.10 in the same quarter last year, indicating significant improvement [1] - The reported revenue was below the Zacks Consensus Estimate of $308.63 million, resulting in a surprise of -0.94% [1] - The company delivered an EPS surprise of +6.06%, with the consensus EPS estimate being $0.33 [1] Key Metrics - Revenues from Other sources were $28.66 million, exceeding the estimated $27.87 million, representing a +3.5% change year-over-year [4] - Food and beverage revenues were reported at $78.83 million, slightly above the estimated $78.58 million, with a +0.9% change compared to the previous year [4] - Room revenues were $198.24 million, below the estimated $205.01 million, reflecting a year-over-year decline of -2.6% [4] - Net Earnings Per Share (Diluted) was $0.18, slightly below the estimated $0.19 [4] Stock Performance - Shares of DiamondRock Hospitality have returned -4.9% over the past month, contrasting with the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Group 1 - Willdan Group reported quarterly earnings of $1.5 per share, exceeding the Zacks Consensus Estimate of $0.72 per share, and showing a significant increase from $0.55 per share a year ago, resulting in an earnings surprise of +108.33% [1] - The company achieved revenues of $94.97 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 13.80%, although this represents a decline from year-ago revenues of $141 million [2] - Willdan has consistently outperformed consensus EPS estimates over the last four quarters, achieving this four times [2] Group 2 - The stock has appreciated approximately 131.1% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.9% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the outlook for earnings estimates [4][6] - Current consensus EPS estimate for the upcoming quarter is $0.77 on revenues of $84.9 million, and for the current fiscal year, it is $2.82 on revenues of $330.15 million [7] Group 3 - The Zacks Industry Rank indicates that the Business - Services sector is currently in the top 41% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this industry [8] - The trend of estimate revisions for Willdan was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]