The market expects Merus N.V. (MRUS) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 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 might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss ...

Core Viewpoint - MGE is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the consensus EPS estimate at $0.98, reflecting a 5.4% increase, and revenues expected to reach $202.42 million, up 5.8% from the previous year [1][3]. Earnings Expectations - The earnings report could positively influence MGE's stock price if actual results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised down by 2.5% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model compares the Most Accurate Estimate to the Zacks Consensus Estimate, with MGE's Most Accurate Estimate aligning with the consensus, resulting in an Earnings ESP of 0% [5][10]. - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a favorable Zacks Rank [8]. Historical Performance - MGE has not surpassed consensus EPS estimates in the last four quarters, with the most recent quarter showing a significant miss of -27.38% [12][13]. Industry Comparison - NRG Energy, another player in the electric power industry, is expected to report earnings of $1.80 per share, a 125% year-over-year increase, with revenues projected at $2.89 billion, down 61% from the previous year [17]. - NRG's consensus EPS estimate has been revised up by 28.8% in the last 30 days, but it also has an Earnings ESP of 0.00%, making predictions about beating the consensus challenging [18].

Sezzle Inc. (SEZL) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.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 ...

Core Viewpoint - Sigma Lithium Corporation (SGML) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended March 2025, with the consensus outlook suggesting a significant impact on the stock price based on actual results compared to estimates [1][2]. Earnings Expectations - The upcoming earnings report is scheduled for May 14, 2025, with expectations that better-than-expected results could lead to a stock price increase, while disappointing results may cause a decline [2]. - The consensus estimate for quarterly earnings is projected at $0.01 per share, reflecting a year-over-year increase of +116.7%, with revenues expected to reach $50.75 million, up 35.7% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 126.67%, indicating a reassessment by analysts of their initial estimates [4]. - The Most Accurate Estimate for Sigma Lithium aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the likelihood of actual earnings deviating from consensus estimates, with a positive ESP being a strong predictor of an earnings beat, especially when combined with a strong Zacks Rank [6][8]. - Sigma Lithium currently holds a Zacks Rank of 5, which complicates the prediction of an earnings beat [11]. Historical Performance - In the last reported quarter, Sigma Lithium was expected to post earnings of $0.06 per share but instead reported a loss of $0.08, resulting in a surprise of -233.33% [12]. - The company has not achieved an earnings beat in any of the last four quarters [13]. Conclusion - While Sigma Lithium is not positioned as a compelling earnings-beat candidate, investors are advised to consider other factors when making decisions regarding the stock ahead of the earnings release [16].

Core Insights - Johnson Controls reported revenue of $5.68 billion for the quarter ended March 2025, a decrease of 15.3% year-over-year, but exceeded the Zacks Consensus Estimate of $5.64 billion by 0.61% [1] - The company's EPS was $0.82, up from $0.78 in the same quarter last year, representing a surprise of 3.80% against the consensus estimate of $0.79 [1] Financial Performance - Net Sales for Building Solutions North America reached $2.92 billion, surpassing the average estimate of $2.84 billion, with a year-over-year increase of 6.5% [4] - Net Sales for Building Solutions Asia Pacific were $542 million, exceeding the average estimate of $514.05 million, reflecting a year-over-year growth of 10.4% [4] - Net Sales for Building Solutions EMEA/LA totaled $1.09 billion, slightly above the average estimate of $1.08 billion, with a year-over-year change of 2% [4] - Global Products reported Net Sales of $1.13 billion, below the average estimate of $1.25 billion, indicating a significant year-over-year decline of 52.9% [4] - Total Segment Adjusted EBITA for Global Products was $343 million, slightly below the average estimate of $348.77 million [4] - Total Segment Adjusted EBITA for Corporate Expense was -$135 million, worse than the average estimate of -$125 million [4] Stock Performance - Johnson Controls' shares have returned +24.8% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - CDW reported revenue of $5.2 billion for the quarter ended March 2025, reflecting a year-over-year increase of 6.7% and exceeding the Zacks Consensus Estimate by 6.25% [1] - Earnings per share (EPS) for the quarter was $2.15, up from $1.92 in the same quarter last year, representing a surprise of 9.69% over the consensus estimate of $1.96 [1] Financial Performance Metrics - Public-Government segment generated $537.80 million, surpassing the average estimate of $497.84 million, with a year-over-year change of -1% [4] - Public-Education segment reported $652.40 million, exceeding the average estimate of $601.26 million, with a year-over-year increase of 9.3% [4] - Public-Healthcare segment achieved $687.90 million, compared to the average estimate of $630.71 million, marking a year-over-year growth of 17.7% [4] - Total net sales for the Public segment were $1.88 billion, above the average estimate of $1.73 billion, reflecting an 8.9% year-over-year increase [4] - Other net sales reached $680.40 million, exceeding the average estimate of $637.67 million, with a year-over-year change of 7.8% [4] - Corporate net sales amounted to $2.24 billion, surpassing the average estimate of $2.16 billion, indicating a year-over-year increase of 4.7% [4] - Small Business segment reported $404.60 million, exceeding the average estimate of $380.47 million, with a year-over-year growth of 6.2% [4] Stock Performance - CDW shares have returned +12.3% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - BorgWarner (BWA) reported adjusted earnings of $1.11 per share for Q1 2025, exceeding the Zacks Consensus Estimate of 98 cents and increasing from $1.03 in the prior-year quarter, driven by better-than-expected performance in the Turbos & Thermal Technologies unit [1] - The company achieved net sales of $3.52 billion, surpassing the Zacks Consensus Estimate of $3.39 billion, although this represented a 2% decline year over year [1] Segment Performance - **Turbos & Thermal Technologies**: Net sales were $1.45 billion, down from $1.57 billion year-over-year and below the Zacks Consensus Estimate of $1.49 billion. Adjusted operating income increased to $235 million from $228 million, beating the estimate of $222.7 million [2] - **Drivetrain & Morse Systems**: Net sales totaled $1.36 billion, down from $1.42 billion year-over-year and missing the Zacks Consensus Estimate of $1.37 billion. Adjusted operating income decreased to $243 million from $253 million, falling short of the estimate of $247.9 million [3] - **PowerDrive Systems**: Sales increased to $561 million from $436 million year-over-year, exceeding the Zacks Consensus Estimate of $396 million. The segment reported an adjusted operating loss of $43 million, which was narrower than the loss of $62 million in the same period of 2024 but wider than the estimate of a loss of $30.8 million [4] - **Battery & Charging Systems**: Sales decreased to $150 million from $177 million year-over-year, missing the Zacks Consensus Estimate of $234.5 million. The segment incurred an adjusted operating loss of $22 million, wider than the loss of $15 million in the prior year and the estimate of a loss of $15.5 million [5] Financial Position - As of March 31, 2025, BorgWarner had $1.70 billion in cash and equivalents, down from $2.09 billion as of December 31, 2024. Long-term debt increased to $3.80 billion from $3.76 billion [6] - Net cash provided by operating activities was $82 million, compared to a net cash used of $118 million in the same quarter of 2024. Capital expenditures were $119 million, resulting in negative free cash flow of $35 million [7] 2025 Guidance - BorgWarner revised its full-year 2025 guidance, now expecting net sales in the range of $13.6-$14.2 billion, up from the previous estimate of $13.4-$14 billion [8] - Adjusted operating margin is projected to be between 9.6-10.2%, an increase from the prior guidance of 9.1-9.2%. Adjusted earnings per share are now estimated to be in the range of $4-$4.45, compared to the previous estimate of $4.05-$4.40 [9]

Core Insights - Crexendo (CXDO) reported revenue of $16.06 million for the quarter ended March 2025, reflecting a year-over-year increase of 12.4% and surpassing the Zacks Consensus Estimate by 1.66% [1] - The company's EPS for the quarter was $0.08, which is an increase from $0.06 in the same quarter last year, resulting in an EPS surprise of 33.33% compared to the consensus estimate [1] Revenue Breakdown - Service revenue reached $8.18 million, exceeding the estimated $7.91 million, marking a 4.3% increase year-over-year [4] - Product revenue was reported at $1.01 million, falling short of the estimated $1.32 million, representing a decline of 22.2% compared to the previous year [4] - Software solutions revenue amounted to $6.87 million, surpassing the estimated $6.57 million, and showing a significant increase of 33.5% year-over-year [4] Stock Performance - Over the past month, Crexendo's shares have returned 19.5%, outperforming the Zacks S&P 500 composite's return of 11.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Group 1 - Ovintiv reported quarterly earnings of $1.42 per share, exceeding the Zacks Consensus Estimate of $1.20 per share, but slightly down from $1.44 per share a year ago, representing an earnings surprise of 18.33% [1] - The company achieved revenues of $2.38 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 3.34%, and showing a slight increase from $2.35 billion year-over-year [2] - Ovintiv has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Group 2 - The stock has underperformed the market, losing about 15% since the beginning of the year compared to the S&P 500's decline of 3.9% [3] - The current consensus EPS estimate for the upcoming quarter is $1.23 on revenues of $2.25 billion, and for the current fiscal year, it is $5.33 on revenues of $9.21 billion [7] - The Zacks Industry Rank for Oil and Gas - Exploration and Production - Canadian is in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Core Insights - The Baldwin Insurance Group reported revenue of $413.41 million for the quarter ended March 2025, reflecting an 8.7% increase year-over-year, but a slight miss of 1.03% against the Zacks Consensus Estimate of $417.7 million [1] - Earnings per share (EPS) for the quarter was $0.65, matching the consensus estimate but up from $0.56 in the same quarter last year [1] Revenue Performance - Organic revenue growth was reported at 10%, slightly above the four-analyst average estimate of 9.9% [4] - Revenue from Insurance Advisory Solutions was $227.67 million, below the average estimate of $238.87 million, but showing a year-over-year increase of 2.4% [4] - Underwriting, Capacity & Technology Solutions generated $125.17 million, exceeding the average estimate of $118.98 million, with a significant year-over-year growth of 20.5% [4] - Mainstreet Insurance Solutions reported revenue of $77.87 million, slightly below the average estimate of $80.13 million, with an 8.6% year-over-year increase [4] - Commissions and fees revenue was $410.53 million, close to the average estimate of $412.08 million [4] - Investment income reached $2.87 million, surpassing the average estimate of $2.78 million [4] Stock Performance - The Baldwin Insurance Group's shares have returned -1.2% over the past month, contrasting with the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]