Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Hyatt Hotels despite higher revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - Hyatt Hotels is expected to report quarterly earnings of $0.49 per share, reflecting a year-over-year decrease of 47.9% [3]. - Revenue projections stand at $1.83 billion, indicating a 12.5% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 16.03% over the last 30 days, indicating a bearish sentiment among analysts [4]. - The Most Accurate Estimate for Hyatt Hotels is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -18.92% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from consensus estimates, with a strong predictive power for positive readings [9][10]. - Hyatt Hotels currently holds a Zacks Rank of 4, complicating predictions for an earnings beat [12]. Historical Performance - In the last reported quarter, Hyatt Hotels exceeded expectations with earnings of $0.68 per share against an estimate of $0.66, achieving a surprise of +3.03% [13]. - Over the past four quarters, the company has surpassed consensus EPS estimates three times [14]. Industry Comparison - Choice Hotels, another player in the Zacks Hotels and Motels industry, is expected to report earnings of $2.19 per share, reflecting a year-over-year decline of 1.8% [18]. - Choice Hotels has a higher Most Accurate Estimate leading to a positive Earnings ESP of +0.31%, combined with a Zacks Rank of 3, indicating a likelihood of beating consensus EPS estimates [19][20].

Core Viewpoint - Celanese (CE) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended September 2025, with earnings expected to be $1.27 per share, reflecting a 48% decrease, and revenues projected at $2.46 billion, down 7.1% from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for November 6, and the stock may rise if the actual results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised down by 4.86% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4]. Earnings Surprise Prediction - The Zacks Earnings ESP for Celanese is -1.88%, suggesting that the Most Accurate Estimate is lower than the Zacks Consensus Estimate, which complicates the prediction of an earnings beat [12]. - Celanese currently holds a Zacks Rank of 4, further indicating challenges in predicting a positive earnings surprise [12]. Historical Performance - In the last reported quarter, Celanese had an earnings surprise of +4.35%, with actual earnings of $1.44 per share compared to an expected $1.38 [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Industry Comparison - Green Plains Renewable Energy (GPRE), another player in the Zacks Chemical - Specialty industry, is expected to report a significant decline in earnings, with an EPS estimate of $0.02, reflecting a 94.3% year-over-year change, and revenues expected to be $553.2 million, down 16% [18][19]. - GPRE has seen a substantial revision in its EPS estimate, increasing by 520% over the last 30 days, and currently has a positive Earnings ESP of +135.72%, suggesting a likely earnings beat [19][20].

Core Viewpoint - The market anticipates BlackLine (BL) will report a year-over-year decline in earnings despite an increase in revenues for the quarter ending September 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - BlackLine is expected to post quarterly earnings of $0.51 per share, reflecting a year-over-year decrease of 15% [3]. - Revenue projections stand at $178.01 million, indicating a 7.3% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the past 30 days, suggesting stability in analyst expectations [4]. - The Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, indicating no recent differing analyst views [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, but its predictive power is stronger for positive readings [9][10]. - BlackLine's current Zacks Rank is 3, making it challenging to predict an earnings beat conclusively [12]. Historical Performance - In the last reported quarter, BlackLine exceeded the expected earnings of $0.50 per share, achieving $0.51, resulting in a surprise of +2.00% [13]. - Over the past four quarters, BlackLine has surpassed consensus EPS estimates three times [14]. Market Sentiment - An earnings beat or miss alone may not dictate stock price movement, as other factors can influence investor sentiment [15]. - While BlackLine does not appear to be a strong candidate for an earnings beat, other considerations should be evaluated before making investment decisions [17].

Core Insights - Affiliated Managers Group Inc. (AMG) is expected to report improved third-quarter 2025 results on November 3, with earnings anticipated to rise by 21% year over year [1][9][11] AMG's Recent Developments - In August, AMG agreed to sell its interest in Comvest Partners' private credit business to Manulife Financial Corporation for approximately $285 million, expected to close in Q4 2025 [3] - In July, AMG announced a definitive agreement to acquire a minority stake in Montefiore Investment, enhancing its strategy to partner with leading independent asset managers [4] - Also in July, AMG completed the sale of its equity interest in Peppertree Capital Management for about $240 million, which included $102 million in cash and nearly 2.9 million TPG Class A common shares [5] Management Expectations for Q3 - Management projects adjusted EBITDA in the range of $230-$240 million, considering current AUM levels and lower net performance fees of up to $10 million [6] - Expected net income (controlling interest) is between $121 million and $129 million, with economic earnings per share projected between $5.62 and $5.87 [7][11] Earnings Projections - The Zacks Consensus Estimate for AMG's earnings is $5.83, reflecting a 21% increase from the previous year [11] - The consensus estimate for sales is $521.13 million, indicating nearly 1% growth [11] Earnings Surprise History - AMG has a strong earnings surprise history, surpassing consensus estimates in three of the last four quarters, with an average beat of 3.23% [2]

Core Insights - The third-quarter earnings season is underway, with energy companies like Comstock Resources Inc., Williams, and Marathon Petroleum Corp. expected to report better-than-expected earnings due to a favorable energy business environment in the September quarter [1] Oil & Gas Pricing Analysis - Average WTI spot prices for July, August, and September were $68.39, $64.86, and $63.96 per barrel, respectively, indicating a healthier pricing environment compared to the previous quarter [2] - Year-over-year, the pricing environment was less favorable, with average prices in July, August, and September 2024 at $81.80, $76.68, and $70.24 per barrel, respectively [3] - Natural gas prices in the September quarter of 2025 were higher than in the same period of 2024, with Henry Hub average prices at $3.20, $2.91, and $2.97 per million Btu [4] Stock Selection Strategy - Identifying stocks with potential for better-than-expected earnings is challenging, but a combination of positive Earnings ESP and Zacks Rank can help [5] - Stocks with this combination have a 70% chance of delivering an earnings surprise [6] Company-Specific Insights - Comstock Resources, a leading natural gas producer, is expected to benefit from favorable commodity pricing, with an Earnings ESP of +2.86% and a Zacks Rank of 3, scheduled to report on Nov. 3 [8] - Williams, known for its midstream operations, is anticipated to benefit from stable cash flows and higher natural gas prices, with an Earnings ESP of +0.56% and a Zacks Rank of 3, also reporting on Nov. 3 [9] - Marathon Petroleum, a leading refiner, is likely to gain from lower year-over-year oil prices, with an Earnings ESP of +8.68% and a Zacks Rank of 3, set to report on Nov. 4 [10]

Core Insights - International Flavors & Fragrances Inc. (IFF) is set to report its third-quarter 2025 results on November 4, with sales estimated at $2.63 billion, reflecting a 10.2% year-over-year decline, and earnings per share (EPS) projected at $1.02, indicating a 1.9% decrease from the previous year [1][5]. Financial Performance - The Zacks Consensus Estimate for IFF's sales is $2.63 billion, which represents a 10.2% decrease compared to the same quarter last year [1][5]. - The earnings estimate of $1.02 per share has remained unchanged over the past 60 days, indicating a year-over-year decline of 1.9% [1]. - IFF has a history of earnings surprises, beating the Zacks Consensus Estimates in three of the last four quarters, with an average surprise of 8.3% [3][4]. Segment Performance - The Taste segment is projected to see a 0.9% decline in sales to $617 million, with adjusted operating EBITDA expected to fall by 5.9% to $121 million [10]. - The Food Ingredients segment is estimated to experience a 3.6% decrease in sales to $813 million, while its adjusted operating EBITDA is projected to rise by 17.1% to $107 million [10]. - The Scent segment is anticipated to grow by 23.4% year-over-year to $614 million, driven by strong performance in Consumer Fragrance, despite facing higher costs, with operating EBITDA expected to decrease by 4.1% to $123 million [11]. - The Health & Biosciences segment is projected to achieve sales of $580 million, reflecting a 22.1% increase from the previous year, although operating EBITDA is expected to decrease by 1.2% to $150 million [12]. Cost and Margin Considerations - IFF has been facing high raw material costs and additional expenses related to labor, shipping, and cleaning, which are likely to impact margins despite pricing actions and cost-reduction efforts [8]. - The company has been experiencing volume growth across its businesses, which is expected to positively influence its overall sales performance [7]. Stock Performance - Over the past year, IFF shares have declined by 34.4%, compared to a 7.3% decline in the industry [13].

Core Insights - W.W. Grainger, Inc. (GWW) is set to report its third-quarter 2025 results on October 31, with sales estimated at $4.64 billion, reflecting a 5.8% year-over-year growth, and earnings per share (EPS) projected at $9.93, indicating a 0.6% increase from the previous year [1][5] Financial Estimates - The Zacks Consensus Estimate for GWW's sales is $4.64 billion, which represents a 5.8% growth compared to the same quarter last year [1] - The earnings estimate for GWW is $9.93 per share, although this has decreased by 2.2% over the past 60 days [1][6] - Historical earnings surprise shows GWW has beaten estimates in one of the last four quarters, with an average surprise of 0.6% [2][3] Segment Performance - GWW's High-Touch Solutions North America segment is expected to show strong growth, benefiting from commercial, transportation, and heavy manufacturing sectors, with projected sales of $3.63 billion, indicating a 3.2% increase from the previous year [8][9] - The Endless Assortment segment is anticipated to grow significantly, with a projected sales increase of 15.4% year-over-year, reaching $913 million, driven by customer acquisition and repeat business [10] Cost Considerations - GWW has been facing elevated material and freight costs, along with increased operating expenses and higher selling, general, and administrative (SG&A) costs due to technology investments, which may negatively impact profit margins [11] Stock Performance - Over the past year, GWW's stock has declined by 11.6%, contrasting with a 3.1% decline in the industry [12]

Core Insights - Assurant, Inc. (AIZ) is anticipated to show improvements in both revenue and earnings for Q3 2025, with results expected to be reported on November 4 [1][9] - The Zacks Consensus Estimate for AIZ's Q3 revenues is $3.16 billion, reflecting a 5.8% increase year-over-year [1] - The consensus estimate for earnings per share is $4.06, indicating a year-over-year increase of 35.3% despite a slight downward revision of 0.2% in the past 30 days [2] Revenue and Earnings Estimates - The expected revenue for Q3 is $3.16 billion, with a growth of 5.8% from the previous year [1] - The estimated net earned premiums, fees, and other income for Q3 is $2.5 billion, representing a 4.6% increase [6] - Fees and other income are projected to rise by 10.9% to $486.9 million [6] Segment Performance - The Global Housing segment is expected to drive revenue growth, with a projected revenue of $711 million, an 11.8% increase from the previous year [8] - The Global Lifestyle segment is anticipated to generate $2.4 billion in revenue, reflecting a 4.8% growth [10] - Growth in the Global Lifestyle segment is attributed to Connected Living and improved loss experience in Global Automotive [9] Investment Income and Expenses - Net investment income is estimated at $125.1 million, influenced by higher yields and assets in fixed maturity securities [7] - Total expenses are expected to reach $2.8 billion, driven by increased underwriting and administrative costs [10] Earnings Prediction Model - The current Earnings ESP for AIZ is -0.05%, indicating that the model does not predict an earnings beat this time [3] - AIZ holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [4]

Core Insights - Duolingo, Inc. has a strong track record of exceeding earnings estimates, particularly in the last two quarters, with an average surprise of 51.96% [1][2] - The company reported earnings of $0.91 per share in the last quarter, surpassing the Zacks Consensus Estimate of $0.55 per share by 65.45% [2] - Duolingo's positive Earnings ESP of +3.55% indicates growing analyst optimism regarding its near-term earnings potential, combined with a Zacks Rank of 2 (Buy) [5][8] Earnings Performance - In the previous quarter, Duolingo was expected to earn $0.52 per share but delivered $0.72 per share, resulting in a surprise of 38.46% [2] - The company's earnings surprise history has led to higher estimates, enhancing its potential for future earnings beats [5] Earnings ESP and Predictions - 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 Earnings ESP metric compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [7] - Duolingo's next earnings report is anticipated on November 5, 2025, and the combination of its positive Earnings ESP and favorable Zacks Rank suggests a potential for another earnings beat [8]

Core Insights - Amer Sports, Inc. is well-positioned to continue its earnings-beat streak, having surpassed earnings estimates by an average of 140.00% in the last two quarters [1][2] Earnings Performance - For the most recent quarter, Amer Sports reported earnings of $0.06 per share, exceeding the expected $0.02 per share, resulting in a surprise of 200.00% [2] - In the previous quarter, the company reported $0.27 per share against an estimate of $0.15 per share, leading to a surprise of 80.00% [2] Earnings Estimates and Predictions - Recent estimates for Amer Sports have been increasing, with a positive Earnings ESP of +4.84%, indicating bullish sentiment among analysts regarding its near-term earnings potential [5][8] - The combination of a positive Earnings ESP and a Zacks Rank of 1 (Strong Buy) suggests a high likelihood of another earnings beat in the upcoming report [8] Earnings ESP Insights - 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] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced a positive surprise nearly 70% of the time [6]