Core Viewpoint - Analysts forecast that Corteva, Inc. (CTVA) will report quarterly earnings of $1.89 per share, reflecting a year-over-year increase of 3.3%, with anticipated revenues of $6.23 billion, showing a 1.9% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised upward by 3.1% in the past 30 days, indicating a reassessment by covering 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 Forecasts - Analysts predict 'Revenue- Seed' at $4.46 billion, a change of +3.1% year-over-year [5]. - 'Revenue- Crop Protection' is expected to be $1.80 billion, reflecting a +1% change from the prior year [5]. - 'Revenue- Crop Protection- Other' is forecasted to reach $88.17 million, indicating a significant decline of -48.1% year-over-year [5]. - 'Revenue- Seed- Other' is estimated at $168.43 million, showing a +16.2% increase from the previous year [6]. - 'Revenue- Crop Protection- Herbicides' is projected at $951.43 million, a slight increase of +0.6% [6]. - 'Revenue- Crop Protection- Insecticides' is expected to be $413.11 million, reflecting a -0.5% change [7]. - 'Revenue- Crop Protection- Fungicides' is forecasted at $261.53 million, indicating a +4.6% change [7]. - 'Revenue- Seed- Soybean' is estimated at $1.31 billion, showing a -0.4% change [7]. - 'Revenue- Seed- Corn' is projected at $2.74 billion, reflecting a +2% change [8]. - 'Revenue- Seed- Other oilseeds' is expected to reach $218.94 million, indicating a +17.7% change [8]. Operating Metrics - 'Operating EBITDA- Seed' is expected to be $1.77 billion, compared to $1.70 billion from the previous year [8]. - 'Operating EBITDA- Crop Protection' is projected at $249.65 million, down from $255.00 million reported in the same quarter last year [9]. Stock Performance - Corteva, Inc. shares have decreased by -6.5% in the past month, contrasting with the Zacks S&P 500 composite's +2.3% performance [10].

Core Viewpoint - Analysts project that Thomson Reuters (TRI) will report quarterly earnings of $0.83 per share, reflecting a year-over-year decline of 2.4%, while revenues are expected to reach $1.79 billion, an increase of 2.8% from the same quarter last year [1] Group 1: Earnings and Revenue Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating analysts' reassessment of their initial estimates [1] - Analysts expect 'Revenues- Legal Professionals' to be $706.57 million, a decrease of 2.8% year-over-year [4] - 'Revenues- Tax & Accounting Professionals' is estimated at $284.50 million, suggesting a year-over-year increase of 13.8% [4] - 'Revenues- Global Print' is projected to reach $117.31 million, indicating a decline of 4.6% from the previous year [4] Group 2: Adjusted EBITDA Estimates - 'Adjusted EBITDA- Legal Professionals' is forecasted to be $326.26 million, slightly down from $327.00 million reported in the same quarter last year [5] - 'Adjusted EBITDA- Corporates' is expected to reach $168.90 million, up from $163.00 million reported in the same quarter last year [6] - 'Adjusted EBITDA- Reuters News' is projected at $48.12 million, compared to $51.00 million in the previous year [6] - 'Adjusted EBITDA- Tax & Accounting Professionals' is likely to be $103.48 million, up from $91.00 million reported in the same quarter last year [7] Group 3: Market Performance - Over the past month, shares of Thomson Reuters have returned -0.1%, while the Zacks S&P 500 composite has increased by 2.3% [7] - Currently, TRI holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the overall market in the near future [7]

Analysts on Wall Street project that MetLife (MET) will announce quarterly earnings of $2.19 per share in its forthcoming report, representing a decline of 4% year over year. Revenues are projected to reach $18.39 billion, declining 1.5% from the same quarter last year.The current level reflects a downward revision of 0.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over thi ...

Core Viewpoint - Great Lakes Dredge & Dock Corporation (GLDD) is expected to report its second-quarter 2025 results on August 5, with earnings per share (EPS) and revenues anticipated to show mixed year-over-year performance [1][3]. Financial Performance - In the last reported quarter, GLDD's EPS and revenues exceeded the Zacks Consensus Estimate by 96% and 15.7%, respectively, with year-over-year growth of 58.1% for EPS and 22.3% for revenues [1]. - The Zacks Consensus Estimate for the second-quarter EPS is unchanged at eight cents, reflecting a 27.3% decline from 11 cents year-over-year [3]. - The revenue estimate for the second quarter is $174.3 million, indicating a 2.5% increase from $170.1 million reported in the same quarter last year [3]. Revenue Drivers - The second-quarter revenue performance is likely driven by strong infrastructure demand and strategic efforts to expand the offshore wind business internationally, alongside a focus on new build programs [4]. - Government spending is significantly boosting demand for capital and coastal protection projects [4]. - Despite expected sequential weakness due to the timing of vessel deliveries, strong utilization is anticipated amid favorable market conditions [5]. Business Segment Performance - Contributions from GLDD's Dredging Capital and Dredging Coastal Protection segments are expected to increase, while Dredging Maintenance may see a decline [6]. - The Zacks Consensus Estimate for Dredging Capital revenues is $76 million, a 7% increase from $71 million year-over-year [6]. - Dredging Coastal Protection revenues are estimated at $79 million, reflecting a year-over-year growth of 12.9% [6]. - Conversely, Dredging Maintenance revenues are expected to decline by 24.2% to $21.6 million from $28.5 million a year ago [6]. Earnings Outlook - The bottom line is projected to decline year-over-year due to rising expenses, particularly from increased incentive compensation and employee benefits [7][8]. - Q2 revenues are expected to rise 2.5% to $174.3 million, driven by capital and coastal protection demand, with respective sales growth of 7% and 12.9% [8]. - The focus on higher-margin projects is likely to mitigate some pressures on the bottom line [9]. Earnings Prediction Model - The current model does not predict an earnings beat for GLDD, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 [10][11].

Core Insights - STERIS plc (STE) is set to announce its first-quarter fiscal 2026 results on August 7, with previous quarter adjusted EPS of $2.74, exceeding Zacks Consensus Estimate by 5.79% [1] - The Zacks Consensus Estimate for revenues is $1.36 billion, reflecting a 6.2% increase year-over-year, while EPS is estimated at $2.32, indicating a 14.3% year-over-year growth [2] Revenue Estimates - Healthcare segment is expected to show robust growth driven by increased procedure volumes in the U.S. and gains in pricing and market share [4] - Healthcare capital equipment order growth is anticipated to remain strong despite shipment issues, with projected revenue growth of 5.1% year-over-year [5] - Applied Sterilization Technologies (AST) segment is expected to see organic revenue growth, with revenues likely increasing by 6.3% year-over-year [6][7] Life Sciences Segment - Life Sciences segment revenues may rise by 5.5% year-over-year, supported by favorable mix, pricing, and divestiture, despite a decline in capital equipment revenue [8][9] Earnings Expectations - STERIS has an Earnings ESP of -3.24%, indicating a lower likelihood of beating earnings estimates this quarter [10] - The company currently holds a Zacks Rank of 3, suggesting a hold position [10]

Core Insights - Marathon Petroleum Corporation (MPC) is expected to report second-quarter earnings on August 5, with a consensus estimate of $3.22 per share and revenues of $30.91 billion [1] Group 1: Previous Quarter Performance - In the last reported quarter, MPC had an adjusted loss of 24 cents per share, which was better than the Zacks Consensus Estimate of a loss of 63 cents, driven by strong performance in the Refining & Marketing segment [2] - Revenues for the last quarter were $31.9 billion, exceeding the Zacks Consensus Estimate of $30.1 billion, although this represented a 4.1% year-over-year decline [2][3] Group 2: Earnings Estimate Trends - The Zacks Consensus Estimate for the second-quarter earnings has been revised downward by 5.8% in the past 60 days, indicating a 21.84% year-over-year decline [4] - The revenue estimate of $30.91 billion for Q2 suggests a 19.43% decrease compared to the same period last year [4][9] Group 3: Business Segments and Performance Drivers - MPC operates primarily through two segments: Refining & Marketing and Midstream, with the former focusing on refining crude oil and distributing refined products, while the latter involves transportation and storage of crude oil and refined products [5] - The midstream segment is expected to have benefited from increased pipeline throughput and steady fee-based tariff income, which may have offset the negative impact of lower crude oil prices [6] - Solid demand for refined products and LPG exports, driven by strengthened overseas markets, is likely to have supported sales volumes and overall revenue [7] Group 4: Challenges and Pressures - MPC is anticipated to face margin pressure due to elevated turnaround and maintenance costs, exacerbated by ongoing and unplanned repairs [8] - The Galveston Bay refinery outage is expected to negatively impact bottom-line results, contributing to operational disruptions and increased repair-related costs [8][10] Group 5: Earnings Prediction Model - The Zacks model does not predict a definitive earnings beat for MPC this season, as the Earnings ESP is -2.74% and the company holds a Zacks Rank of 3 [11][12]

Core Insights - BorgWarner reported adjusted earnings of $1.21 per share for Q2 2025, exceeding the Zacks Consensus Estimate of $1.06 and increasing from $1.19 in the prior-year quarter [1] - The company achieved net sales of $3.64 billion, a 1% year-over-year increase, surpassing the Zacks Consensus Estimate of $3.55 billion [1] Segmental Performance - **Turbos & Thermal Technologies**: Net sales were $1.48 billion, down from $1.5 billion year-over-year, but above the Zacks Consensus Estimate of $1.47 billion. Adjusted operating income rose to $227 million from $224 million, exceeding the estimate of $218 million [2] - **Drivetrain & Morse Systems**: Net sales totaled $1.43 billion, slightly down from $1.44 billion year-over-year, yet above the Zacks Consensus Estimate of $1.41 billion. Adjusted operating income decreased to $260 million from $266 million but surpassed the estimate of $257 million [3] - **PowerDrive Systems**: Sales increased by 25% year-over-year to $581 million, exceeding the Zacks Consensus Estimate of $464 million. The segment reported an adjusted operating loss of $33 million, improved from a loss of $49 million in the same period of 2024 [4] - **Battery & Charging Systems**: Sales were $159 million, down from $193 million year-over-year, missing the Zacks Consensus Estimate of $217 million. The segment incurred an adjusted operating loss of $12 million, wider than the $10 million loss in the previous year but narrower than the estimate of a $17.17 million loss [5] Financial Overview - As of June 30, 2025, BorgWarner had $2 billion in cash and equivalents, down from $2.09 billion at the end of 2024. Long-term debt increased to $3.9 billion from $3.76 billion [6] - Net cash provided by operating activities was $579 million, with capital expenditures totaling $77 million and free cash flow at $507 million [6] Dividend and Buyback - The company declared a quarterly cash dividend of 17 cents per share, a 55% increase from the previous payout, to be paid on September 15, 2025 [7] - BorgWarner also increased its buyback authorization to $1 billion [7] 2025 Guidance - BorgWarner raised its full-year 2025 net sales guidance to a range of $14-$14.4 billion, up from $13.6-$14.2 billion. Adjusted operating margin is now expected to be between 10.1-10.3%, an increase from the previous guidance of 9.6-10.2% [8] - Adjusted earnings per share are now estimated to be in the range of $4.45-$4.65, up from $4-$4.45. Operating cash flow is projected between $1,368-$1,418 million, and free cash flow is expected to be $700-$800 million, an increase from the previous forecast of $650-$750 million [10]

The market expects Vaalco Energy (EGY) 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 earnings report, which is expected to be released on August 7, might help the stock move higher if these key numbers are better t ...

Zacks Consensus Estimate Wall Street expects a year-over-year decline in earnings on higher revenues when Intuitive Machines, Inc. (LUNR) 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 stock might move higher if these key numbers top expectations in the upcoming earnings report, which is exp ...

Skillz Inc. (SKLZ) is expected 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 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 stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may mo ...