Earnings ESP

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Rise in NII, Fee Income Likely to Aid State Street's Q2 Earnings
ZACKS· 2025-07-09 17:26
Core Viewpoint - State Street (STT) is expected to report second-quarter 2025 results on July 15, with anticipated year-over-year increases in revenues and earnings [1] Financial Performance - In the last reported quarter, STT's earnings exceeded the Zacks Consensus Estimate, driven by growth in fee revenues and lower provisions, despite higher adjusted expenses and lower net interest income (NII) [2] - The Zacks Consensus Estimate for second-quarter earnings is $2.39 per share, reflecting an 11.2% increase from the previous year, while sales are estimated at $3.36 billion, indicating a 5.4% year-over-year growth [3] Key Estimates for Q2 - NII is projected to be $734 million, showing a slight year-over-year decline, while average interest-earning assets are estimated at $291.4 billion, representing an 11.3% increase from the prior year [5] - Fee revenues are expected to rise, with FX trading services income estimated at $382 million (up 13.7% year-over-year), management fees at $559 million (up 9.4%), and servicing fees at $1.29 billion (up 3.7%) [6][7][8] - Total adjusted non-interest expenses are anticipated to increase by 3.8% year-over-year to $2.36 billion due to higher information systems and communication expenses [10] Strategic Developments - In May, State Street Global Advisors formed a partnership with India-based smallcase to enhance market access for Indian investors and expand its presence in the fintech sector [11][12] Earnings Outlook - The likelihood of State Street beating the Zacks Consensus Estimate is high, supported by a positive Earnings ESP of +0.28% and a Zacks Rank of 2 (Buy) [13][14]
Will Armstrong World Industries (AWI) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-07-09 17:11
Group 1 - Armstrong World Industries (AWI) has consistently surpassed earnings estimates, making it a strong candidate for potential investment [1][2] - The company has achieved an average earnings surprise of 8.29% over the last two quarters, with specific surprises of 7.10% and 9.49% in the most recent quarters [2][3] - Recent estimates for Armstrong World Industries have been revised upward, indicating positive sentiment among analysts [5][8] Group 2 - The Zacks Earnings ESP for Armstrong World Industries is currently +1.71%, suggesting bullish expectations for upcoming earnings [8] - The stock holds a Zacks Rank of 2 (Buy), further indicating the potential for another earnings beat [8] - The next earnings report for the company is anticipated to be released on July 29, 2025 [8]
Why Axis Capital (AXS) is Poised to Beat Earnings Estimates Again
ZACKS· 2025-07-09 17:11
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? Axis Capital (AXS) , which belongs to the Zacks Insurance - Property and Casualty industry, could be a great candidate to consider.This insurance 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 15.45%.For the most recent quarter, Axis C ...
Will Banner (BANR) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-07-09 17:11
Core Insights - Banner (BANR) is positioned to potentially continue its earnings-beat streak in upcoming reports, having surpassed earnings estimates by an average of 6.95% in the last two quarters [1][5] Earnings Performance - For the most recent quarter, Banner reported earnings of $1.23 per share against an expectation of $1.29 per share, resulting in a surprise of 4.88%. In the previous quarter, the company exceeded the consensus estimate of $1.22 per share by reporting $1.33 per share, achieving a surprise of 9.02% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Banner, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat, especially when combined with a solid Zacks Rank [5][8] - The current Earnings ESP for Banner is +1.52%, suggesting that analysts have recently become more optimistic about the company's earnings prospects [8] Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]
Why Bread Financial (BFH) is Poised to Beat Earnings Estimates Again
ZACKS· 2025-07-09 17:11
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? Bread Financial Holdings (BFH) , which belongs to the Zacks Financial - Miscellaneous Services industry, could be a great candidate to consider.This manager of loyalty and rewards programs for retailers and others has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average ...
Goldman Sachs (GS) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2025-07-09 15:01
Goldman Sachs (GS) is expected to deliver a year-over-year increase in earnings on higher 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, which is expected to be released on July 16. On ...
Morgan Stanley (MS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-07-09 15:01
Morgan Stanley (MS) is expected to deliver a year-over-year increase in earnings on higher 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 earnings report, which is expected to be released on July 16, might help the stock move higher if these key numbers are better than expectatio ...
Bank of America (BAC) Earnings Expected to Grow: Should You Buy?
ZACKS· 2025-07-09 15:01
The market expects Bank of America (BAC) to deliver a year-over-year increase 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 earnings report, which is expected to be released on July 16, might help the stock move higher if these key numbers are better ...
M&T Bank Corporation (MTB) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-07-09 15:01
Core Viewpoint - M&T Bank Corporation (MTB) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with a consensus EPS estimate of $4.03, reflecting a 6.3% increase from the previous year, and revenues expected to reach $2.39 billion, up 3.6% [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for July 16, and the stock may rise if the reported figures exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised down by 0.04% over the last 30 days, indicating a slight reassessment by analysts [4]. Earnings Surprise Prediction - The Most Accurate Estimate for M&T Bank is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +0.12%, suggesting a bullish outlook from analysts [12]. - The stock currently holds a Zacks Rank of 3, indicating a moderate outlook, but the combination of a positive Earnings ESP suggests a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, M&T Bank was expected to post earnings of $3.41 per share but delivered $3.38, resulting in a surprise of -0.88% [13]. - Over the past four quarters, M&T Bank has beaten consensus EPS estimates three times [14]. Industry Comparison - State Street Corporation (STT), another player in the banking sector, is expected to report an EPS of $2.38 for the same quarter, reflecting a year-over-year change of +10.7%, with revenues projected at $3.37 billion, up 5.7% [18][19]. - State Street's consensus EPS estimate has been revised 2.6% higher recently, but a lower Most Accurate Estimate has resulted in a negative Earnings ESP of -0.08%, making it challenging to predict a beat [19][20].
Johnson & Johnson (JNJ) Expected to Beat Earnings Estimates: Should You Buy?
ZACKS· 2025-07-09 15:01
Wall Street expects a year-over-year decline in earnings on higher revenues when Johnson & Johnson (JNJ) 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 expected to be released on July 16. O ...