Core Viewpoint - Capital One (COF) is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended June 2025, with earnings per share (EPS) expected to be $3.82, reflecting a +21.7% change, and revenues projected at $12.22 billion, up 28.6% from the previous year [3]. Group 1: Earnings Expectations - The upcoming earnings report is scheduled for July 22, and the stock may rise if the reported numbers exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 1.43% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Capital One is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.26%, suggesting a bearish outlook from analysts [12]. Group 2: Historical Performance - In the last reported quarter, Capital One exceeded the expected EPS of $3.66 by delivering $4.06, resulting in a surprise of +10.93% [13]. - Over the past four quarters, Capital One has beaten consensus EPS estimates three times [14]. Group 3: Comparison with Industry Peers - Ally Financial (ALLY) is expected to report an EPS of $0.78 for the same quarter, indicating a year-over-year decline of -19.6%, with revenues projected at $2.03 billion, up 1.5% [18]. - The consensus EPS estimate for Ally Financial has been revised 1.2% lower, but a higher Most Accurate Estimate gives it an Earnings ESP of +1.78%, suggesting a likely beat of the consensus EPS estimate [19][20].

Wall Street expects a year-over-year decline in earnings on higher revenues when Lockheed Martin (LMT) 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 22, might help the stock move higher if these key numbers are better than expectation ...

Wall Street expects a year-over-year decline in earnings on lower revenues when NVR (NVR) 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 might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lowe ...

Core Viewpoint - GE Aerospace is expected to report strong second-quarter 2025 results, with earnings projected at $1.43 per share and revenues at $9.7 billion, reflecting year-over-year growth of 19.2% and 17.9% respectively [1][6]. Earnings Estimates - The earnings estimate for the current quarter has increased by $0.01 over the past week, indicating a positive trend [2]. - The consensus estimate for quarterly revenues is $9.7 billion, showing a year-over-year growth of 17.9% [1][6]. Earnings Surprise History - GE Aerospace has consistently outperformed earnings estimates, with an average surprise of 18% over the last four quarters [2]. Earnings Prediction - The company has a positive Earnings ESP of +4.94% and a Zacks Rank of 1 (Strong Buy), suggesting a high likelihood of an earnings beat [3]. Segment Performance - The Commercial Engines & Services segment is expected to generate revenues of $7.43 billion, reflecting a sequential growth of 6.5% due to strong demand for its engine platforms [4]. - The Defense & Propulsion Technologies segment is anticipated to achieve revenues of $2.57 billion, indicating a 10.5% sequential increase, driven by rising defense budgets and demand for commercial air travel [5]. Operational Investments - GE has been investing in expanding and upgrading manufacturing facilities in the U.S., which is expected to enhance operational capacity and meet increased demand [6][7]. Portfolio Restructuring - The completion of the Vernova spin-off has allowed GE to focus on its core aerospace business, improving operational focus and financial flexibility [8]. Cost Challenges - High costs and operating expenses from restructuring activities and supply chain challenges may impact performance [9]. Stock Performance - GE Aerospace's shares have increased by 43.8% over the past three months, outperforming the Zacks Aerospace-Defense industry and the S&P 500 [10]. Valuation Metrics - The company is trading at a forward P/E ratio of 43.47X, which is higher than the industry average of 27.51X, indicating potential vulnerability to market sentiment shifts [12]. Investment Outlook - The robust portfolio and strength in aerospace and defense markets are expected to drive performance, with organic revenue growth projected in the low-double-digit range for 2025 [15]. - The company's focus on reducing operational costs and improving margins is expected to enhance long-term cash flow [16]. - Given the positive analyst sentiment and growth prospects, the current market conditions may be favorable for potential investors [18].

Core Insights - Novartis AG is set to report its second-quarter 2025 results on July 17, with revenue expectations at $14.04 billion and earnings at $2.38 per share [1] - The company has a strong earnings surprise history, beating estimates in the last four quarters with an average surprise of 7.12% [1] Earnings Prediction - The Earnings ESP for Novartis is -0.28%, indicating a lower likelihood of an earnings beat this quarter [3] - The company currently holds a Zacks Rank of 2 (Buy) [3] Growth Drivers - Novartis operates in four core therapeutic areas: cardiovascular-renal-metabolic, immunology, neuroscience, and oncology following the spin-off of the Sandoz business [4] - Key products driving growth include Entresto, Kisqali, Kesimpta, Leqvio, and Scemblix, with strong sales expected in Q2 [4][8] Product Performance - Entresto's sales are estimated at $2.3 billion, benefiting from increased demand in China and Japan [5] - Kisqali's sales are projected at $1 billion, driven by its recognition in breast cancer treatment [6][7] - Kesimpta's sales are also expected to reach $1 billion, reflecting increased demand [7] - Cosentyx is anticipated to generate sales of $1.73 billion, supported by recent launches and volume growth [9] - Leqvio's sales estimates are $284 million, indicating strong growth in cholesterol management [10] - Pluvicto's sales are projected at $410 million, bolstered by FDA approval for expanded use [11] - Scemblix continues to see growth in chronic myeloid leukemia treatment, with strong demand expected [12] Recent Developments - Novartis acquired Regulus Therapeutics for $0.8 billion, adding farabursen to its pipeline, which targets autosomal dominant polycystic kidney disease [14] - Year-to-date, Novartis shares have increased by 27.3%, significantly outperforming the industry average of 1.8% [15]

Core Viewpoint - U.S. Bancorp (USB) is expected to report year-over-year increases in revenues and earnings for Q2 2025, benefiting from lower expenses and higher non-interest income [1] Group 1: Financial Performance Expectations - The company anticipates net interest income (NII) for Q2 2025 to be between $4.1 billion and $4.2 billion, with a consensus estimate of $4.01 billion, reflecting a marginal increase from the previous quarter [2][8] - The consensus estimate for total revenues in Q2 2025 is $7.06 billion, indicating a rise of 3.3% from the year-ago figure [13] - The Zacks Consensus Estimate for average earning assets is $611.2 million, suggesting a slight sequential increase [4] Group 2: Non-Interest Income and Trading Activity - Non-interest income is projected to rise by 3.3% due to gains in trading, mortgage, and card revenues, with total non-interest income estimated at $2.93 billion [9][8] - Trading volumes in equity derivatives and corporate bonds have increased, with the consensus estimate for commercial product revenues at $391 million, reflecting a 2.4% increase from the prior quarter [5] Group 3: Loan Activity and Market Conditions - Lending activity remained strong in Q2 2025, supported by a resilient labor market and easing inflation, with notable demand for commercial and industrial loans [3] - Mortgage banking revenues are expected to reach $179.6 million, indicating a 3.8% increase from the previous quarter, despite mortgage rates fluctuating in the mid-to-upper 6% range [6] Group 4: Expense Management and Asset Quality - The company aims to keep non-interest expenses at or below $4.2 billion in Q2 2025, despite higher costs related to compensation and employee benefits [10][9] - The Zacks Consensus Estimate for non-performing loans is $1.72 billion, indicating a rise of 1.8% from the prior quarter [10] Group 5: Earnings Expectations - U.S. Bancorp has a positive Earnings ESP of +0.21%, indicating a high likelihood of beating earnings estimates [11] - The consensus estimate for Q2 earnings is $1.07, reflecting a 9.2% increase from the year-ago reported number [12]

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Barrick Mining (B) , which belongs to the Zacks Mining - Gold industry, could be a great candidate to consider.This gold and copper mining company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 16.44%.For the last reported quarter, Barrick Min ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering CorMedix (CRMD) , which belongs to the Zacks Medical - Biomedical and Genetics industry.When looking at the last two reports, this pharmaceutical and medical device company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 24.71%, on average, in the last two quarters.For the last reported quarter, CorMedix came ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Dundee Precious Metals Inc. (DPMLF) , which belongs to the Zacks Mining - Gold industry, could be a great candidate to consider.When looking at the last two reports, this company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 12.75%, on average, in the last two quarters.For the most recent quarter, Du ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Eagle Bancorp Montana, Inc. (EBMT) , which belongs to the Zacks Banks - Midwest industry.This company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 35.45%.For the most recent quarter, Eagle Bancorp Montana was expected to post earnings of $0.41 per ...