The upcoming report from Molina (MOH) is expected to reveal quarterly earnings of $3.97 per share, indicating a decline of 33.9% compared to the year-ago period. Analysts forecast revenues of $10.9 billion, representing an increase of 5.4% year over year.The consensus EPS estimate for the quarter has undergone an upward revision of 7.8% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.A ...

Core Viewpoint - Baker Hughes (BKR) is expected to report quarterly earnings of $0.61 per share, reflecting a 9% decline year-over-year, with revenues projected at $6.83 billion, a decrease of 1.2% compared to the previous year [1] Revenue Estimates - Analysts predict 'Revenue- Oilfield Services & Equipment' to be $3.58 billion, indicating a year-over-year decline of 9.6% [4] - 'Revenue- Industrial & Energy Technology' is estimated to reach $3.26 billion, showing a year-over-year increase of 10.6% [4] - 'Revenue- Gas Technology Services' is projected at $766.52 million, reflecting a 10% increase from the prior year [4] - 'Revenue- Climate Technology Solutions' is expected to be $195.64 million, indicating a 2.4% increase year-over-year [5] - 'Revenue- Oilfield Services & Equipment- International' is forecasted at $2.61 billion, showing a decline of 12.7% [5] - 'Revenue- Oilfield Services & Equipment- North America' is estimated at $948.24 million, reflecting a 2.3% decline [6] - 'Revenue- Oilfield Services & Equipment- International- Europe/CIS/Sub-Saharan Africa' is projected to be $646.65 million, indicating a significant decline of 30.7% [6] - 'Revenue- Oilfield Services & Equipment- International- Middle East/Asia' is expected to reach $1.38 billion, reflecting a 2% decline [7] Orders Estimates - 'Orders - Industrial & Energy Technology' is forecasted to reach $3.20 billion, compared to $2.87 billion reported in the same quarter last year [7] - 'Orders - Total' is expected to be $6.55 billion, slightly down from $6.68 billion year-over-year [7] - 'Orders - Oilfield Services & Equipment' is projected at $3.39 billion, down from $3.81 billion reported in the same quarter last year [8] - 'Orders - Climate Technology Solutions' is expected to be $286.63 million, up from $215.00 million in the same quarter last year [8] Stock Performance - Over the past month, Baker Hughes shares have returned -2.9%, while the Zacks S&P 500 composite has increased by 1.2% [9] - Currently, Baker Hughes holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [9]

Wall Street analysts expect Dow Inc. (DOW) to post quarterly loss of -$0.31 per share in its upcoming report, which indicates a year-over-year decline of 166%. Revenues are expected to be $10.18 billion, down 6.5% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 31.8% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company reveals its earnin ...

Core Insights - Analysts project that M/I Homes (MHO) will report quarterly earnings of $4.37 per share, reflecting a year-over-year decline of 14.3% [1] - Revenue is expected to reach $1.16 billion, indicating a 1.2% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, suggesting a reevaluation of initial estimates by analysts [1] Revenue Estimates - Financial services revenue is estimated at $29.85 million, a decrease of 0.4% from the previous year [4] - Homebuilding revenue is projected to be $1.12 billion, reflecting a year-over-year increase of 1.1% [4] Key Metrics - The average home closing price is expected to be $480.56 thousand, down from $489.00 thousand a year ago [5] - Total homes delivered is forecasted at 2,339, compared to 2,271 in the same quarter last year [5] - New contracts are estimated to reach 2,013, slightly lower than the year-ago figure of 2,023 [5] Backlog and Community Metrics - The average sales price of homes in backlog is projected at $552.34 thousand, up from $544.00 thousand in the same quarter last year [6] - The number of active communities is expected to be 231, compared to 214 in the same quarter last year [6] - The aggregate sales value of homes in backlog is estimated at $1.24 billion, down from $1.73 billion a year ago [7] - Homes in backlog are projected to be 2,251, significantly lower than the 3,174 reported in the same quarter last year [7] Stock Performance - M/I Homes shares have shown a return of -11.3% over the past month, contrasting with the Zacks S&P 500 composite's +0.7% change [7] - The company holds a Zacks Rank 3 (Hold), indicating expected performance in line with the overall market [7]

Core Viewpoint - EQT Corporation is expected to report significant growth in quarterly earnings and revenues, with earnings per share projected at $0.47, a 291.7% increase year-over-year, and revenues forecasted at $1.71 billion, reflecting a 23.5% increase compared to the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised down by 7.7% over the last 30 days, indicating a reevaluation of initial estimates by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts predict 'Operating revenues- Pipeline, net marketing services and other' will reach $149.76 million, a year-over-year increase of 27.8% [5]. - 'Operating revenues- Sales of natural gas, natural gas liquids and oil' is expected to be $1.71 billion, indicating a 55.6% increase from the same quarter last year [5]. - 'Revenues from contracts with customers- NGLs sales' is estimated at $139.47 million, showing a slight decline of 0.2% year-over-year [6]. - 'Revenues from contracts with customers- Oil sales' are projected to be $16.67 million, reflecting a significant decrease of 21.2% year-over-year [6]. Sales Volume and Pricing - The consensus estimate for 'Average Sales Price - Oil price' is $51.00, down from $61.25 in the same quarter last year [7]. - Analysts expect 'NGLs, excluding ethane - NGLs price' to be $29.85, compared to $35.09 in the same quarter last year [7]. - 'Natural gas - Sales volume' is projected to reach 591,651.10 million cubic feet, an increase from 547,225.00 million cubic feet reported last year [8]. - The estimated 'Sales Volume - Total' is 628,248 million cubic feet equivalent, up from 581,414 million cubic feet equivalent year-over-year [8]. - The average daily sales volume is expected to be 6,829 million cubic feet equivalent per day, compared to 6,320 million cubic feet equivalent per day last year [9]. - 'Oil - Sales volume' is forecasted to reach 441 thousand barrels, an increase from 345 thousand barrels reported last year [9]. Additional Metrics - The average prediction for 'Average Sales Price - Ethane price' is $6.26, up from $5.56 in the same quarter last year [10]. - 'NGLs - Sales volumes (NGLs, excluding ethane and Ethane)' is projected to be 3,657 thousand barrels, slightly down from 3,710 thousand barrels reported last year [10]. Market Performance - EQT shares have returned +7.8% over the past month, outperforming the Zacks S&P 500 composite's +0.7% change, although it holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near future [11].

Core Insights - United Rentals (URI) is expected to report quarterly earnings of $12.50 per share, reflecting a 5.9% increase year-over-year, with revenues projected at $4.16 billion, a 4.1% increase from the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised upward by 0.1%, indicating analysts' reassessment of their forecasts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenues- Equipment rentals' will reach $3.61 billion, a 4.2% increase from the prior year [5]. - 'Revenues- Service and other revenues' are expected to be $101.34 million, reflecting a 9% increase year-over-year [5]. - 'Revenues- Contractor supplies sales' are projected at $39.43 million, indicating a 3.8% increase from the previous year [5]. - 'Revenues- Sales of new equipment' are forecasted at $79.81 million, a 3.6% year-over-year increase [6]. - 'Revenues- Sales of rental equipment' are estimated at $321.65 million, showing a slight increase of 0.2% [6]. - 'Revenues- Specialty- Contractor supplies sales' are expected to be $17.09 million, reflecting a 6.8% increase [6]. - 'Revenues- Specialty- Equipment rentals' are projected to reach $1.22 billion, a 7.6% increase from the prior year [7]. - 'Revenues- Specialty- Sales of new equipment' are expected to decline to $35.83 million, a decrease of 12.6% year-over-year [7]. - 'Revenues- Specialty- Sales of rental equipment' are estimated at $46.95 million, indicating a slight decrease of 0.1% [8]. - 'Revenues- Specialty- Service and other revenues' are projected to reach $9.15 million, reflecting a significant increase of 30.6% [8]. - The consensus estimate for 'Total Revenues- General rentals' stands at $2.83 billion, indicating a 3% year-over-year increase [9]. - 'Revenues- General Rentals- Service and other revenues' are expected to reach $100.48 million, reflecting a 16.8% increase from the previous year [9]. Stock Performance - Shares of United Rentals have increased by 6.7% over the past month, outperforming the Zacks S&P 500 composite, which saw a 0.7% increase [9].

Investment Rating - The report maintains a "Buy" investment rating for the company [7][24]. Core Views - The company achieved a revenue of 6.234 billion yuan in the first half of 2025, representing a year-on-year growth of 9.38%, with a net profit of 806 million yuan, up 5.60% year-on-year [12][24]. - The increase in sales volume has driven revenue and profit growth, with the second quarter showing a revenue of 2.993 billion yuan, a year-on-year increase of 18.63% [12][24]. - The original drug business has seen significant growth, with revenue from original drugs, formulations, and trade reaching 3.655 billion, 1.171 billion, and 1.287 billion yuan respectively [2][13]. Revenue and Profit Analysis - The company reported a gross profit of 1.473 billion yuan in the first half of 2025, an increase of approximately 93 million yuan year-on-year, with a gross margin of 23.6%, down 0.6 percentage points [2][13]. - Domestic sales increased by 799.5 million yuan to 3.579 billion yuan, while overseas sales decreased by 260 million yuan to 2.655 billion yuan [2][13]. - The gross profit from original drugs, formulations, and trade was 1.031 billion, 312 million, and 105 million yuan respectively, with corresponding gross margins of 28.2%, 26.7%, and 8.2% [2][13]. Production and Sales Volume - The production volume for original drugs and formulations in the first half of 2025 was 57,800 and 25,500 tons, respectively, with sales volumes of 56,700 and 28,100 tons [3][15]. - The average selling price for original drugs was 64,500 yuan per ton, down 3.0% year-on-year, while the average selling price for formulations was 46,000 yuan per ton, down approximately 8.3% [3][15]. Future Growth Potential - The company is advancing the Liaoning Youchuang project, which is expected to provide new growth in the next 2-3 years, with a total investment budget of 3.48 billion yuan and a cumulative investment progress of 84.41% [4][23]. - Profit forecasts for the company indicate net profits of 1.47 billion, 1.78 billion, and 2.04 billion yuan for 2025 to 2027 [24].

Core Viewpoint - Wall Street analysts predict that ManpowerGroup (MAN) will report quarterly earnings of $0.82 per share, reflecting a year-over-year decline of 36.4%, while revenues are expected to reach $4.6 billion, an increase of 1.6% compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 3.7% over the past 30 days, indicating a collective reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts forecast 'Revenues from Services- Americas' at $1.08 billion, a year-over-year increase of 2.4% [5]. - 'Revenues from Services- APME' are expected to be $518.96 million, reflecting a decline of 7.8% year over year [5]. - 'Revenues from Services- Southern Europe' are projected to reach $2.19 billion, indicating a growth of 4.6% from the previous year [5]. - 'Revenues from Services- Northern Europe' are estimated at $826.53 million, showing a slight decline of 0.2% year over year [6]. - 'Revenues from Services- Southern Europe- Other Southern Europe' are expected to be $540.01 million, with an increase of 8.7% year over year [6]. - 'Revenues from Services- Southern Europe- France' are projected at $1.19 billion, reflecting a growth of 1.2% [7]. - 'Revenues from Services- Americas- United States' are expected to be $702.28 million, indicating a year-over-year change of 0.7% [7]. - 'Revenues from Services- Americas- Other Americas' are projected at $369.92 million, with a year-over-year increase of 4.8% [8]. - 'Revenues from Services- Southern Europe- Italy' are expected to reach $455.61 million, reflecting an increase of 8.7% [8]. Operating Unit Profit Estimates - 'Operating Unit Profit- Americas' is estimated at $36.77 million, compared to $36.10 million reported in the same quarter last year [9]. - 'Operating Unit Profit- APME' is forecasted to be $24.65 million, up from $23.00 million in the previous year [9]. - 'Operating Unit Profit- Northern Europe' is expected to be -$5.98 million, a decline from $6.70 million reported in the same quarter last year [10]. Stock Performance - Over the past month, Manpower shares have recorded a return of -1%, while the Zacks S&P 500 composite has seen a change of +0.4% [10].

Core Viewpoint - Analysts forecast a decline in CSX's quarterly earnings and revenues, indicating potential challenges for the company in the upcoming earnings report [1][2]. Earnings and Revenue Estimates - CSX is expected to report earnings of $0.43 per share, reflecting a year-over-year decline of 6.5% [1]. - Revenue is anticipated to be $3.61 billion, showing a decrease of 0.4% compared to the same quarter last year [1]. Revisions and Analyst Sentiment - The consensus EPS estimate has been revised 0.6% lower over the past 30 days, indicating a reevaluation of initial estimates by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Key Revenue Metrics - Revenue from Coal is projected at $489.25 million, down 11.5% year-over-year [5]. - Revenue from Intermodal is expected to reach $518.62 million, up 1.9% year-over-year [5]. - Revenue from Merchandise-Fertilizers is estimated at $139.15 million, indicating a significant increase of 17.9% year-over-year [5]. - Revenue from Merchandise-Chemicals is forecasted at $722.80 million, reflecting a slight decline of 0.6% year-over-year [6]. Volume and Operating Metrics - Revenue per unit for Intermodal is expected to be $694.28, slightly down from $697.00 reported in the same quarter last year [7]. - Volume for Merchandise-Automotive is projected at 98.67 thousand, up from 98.00 thousand year-over-year [7]. - Volume for Merchandise-Minerals is expected to be 95.05 thousand, down from 96.00 thousand reported last year [8]. - Volume for Coal is anticipated to be 184.66 thousand, down from 190.00 thousand year-over-year [8]. - Volume for Merchandise-Fertilizers is projected at 50.24 thousand, up from 45.00 thousand last year [9]. - Volume for Merchandise-Metals and Equipment is expected to be 66.49 thousand, up from 64.00 thousand year-over-year [9]. - Volume for Merchandise-Agricultural and Food Products is projected at 110.94 thousand, down from 118.00 thousand reported last year [10]. Market Performance - CSX shares have returned +9.3% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [11]. - With a Zacks Rank 4 (Sell), CSX is expected to underperform the overall market in the near future [11].

Group 1 - The core viewpoint is that Bank of America Securities expects a strong performance from Chinese brokerage firms, with a projected average net profit growth of 9% quarter-on-quarter and 21% year-on-year by Q3 2025, driven by robust brokerage fee growth and potentially exceeding stock trading revenue expectations [1] - China International Capital Corporation (CICC) and CITIC Securities are anticipated to lead the industry, with projected year-on-year net profit growth of 258% and 116% respectively for Q3 [1] - Despite strong fundamentals, H-shares of brokerage firms underperformed in September due to concerns over growth from Q4 2025 to H1 2026 and state-owned enterprises' reduction in holdings [1] Group 2 - Bank of America Securities has raised its earnings forecast for Chinese brokerage stocks for 2025 to 2026 by 0% to 13%, expecting an average profit growth of 30% among major listed Chinese brokerages, with CICC expected to outperform [2] - The daily average trading volume forecast for A-shares has been increased by 14% to a range of RMB 1.6 trillion to 1.7 trillion [2] - The target prices for H-share brokerages have been raised by an average of 4% to reflect higher profit forecasts, with abundant market liquidity continuing to support market growth [2]