The market expects Rivian Automotive (RIVN) 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 stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be rele ...

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Revolve Group despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The earnings report is expected on August 5, with a consensus EPS estimate of $0.12, reflecting a -42.9% year-over-year change, while revenues are projected at $295.37 million, a 4.6% increase from the previous year [3][4]. Estimate Revisions - The consensus EPS estimate has been revised 20.59% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP for Revolve Group is +7.53%, suggesting a likelihood of beating the consensus EPS estimate, supported by a Zacks Rank of 2 [12]. Historical Performance - In the last reported quarter, Revolve Group exceeded the expected EPS of $0.13 by delivering $0.16, resulting in a +23.08% surprise. The company has beaten consensus EPS estimates in the last four quarters [13][14]. Industry Comparison - Columbia Sportswear, another player in the textile-apparel industry, is expected to report a loss of $0.28 per share, a -40% year-over-year change, with revenues projected at $589.48 million, a 3.4% increase [18].

Key Takeaways MYRG is set to report Q2 results on July 30, with EPS expected to surge 271.4% year over year.Strong demand in clean energy, data centers and infrastructure is likely to have boosted Q2 performance.MYRG's expansion in core markets and shifting energy trends are expected to have supported earnings.MYR Group Inc. (MYRG) is scheduled to release second-quarter 2025 results on July 30, after market close. The company delivered an earnings surprise of 17.89% in the last reported quarter. Let us disc ...

Core Viewpoint - Linde plc is expected to report its second-quarter 2025 results on August 1, with earnings per share estimated at $4.03 and revenues at $8.35 billion, reflecting a year-over-year improvement in earnings and revenues [1][3][9]. Group 1: Q1 Performance and Expectations - In the previous quarter, Linde's earnings were $3.95 per share, surpassing the Zacks Consensus Estimate of $3.93, driven by higher pricing and increased volumes from the Americas segment [2]. - The Zacks Consensus Estimate for second-quarter earnings per share is $4.03, indicating a 4.68% improvement from the prior-year quarter [2]. - The expected revenue for the second quarter is $8.35 billion, which represents a year-over-year increase of 1.04% [3]. Group 2: Market Position and Performance Factors - Linde is a global leader in industrial gas production, serving various end markets including healthcare, manufacturing, and chemicals & refining [4]. - The company is anticipated to maintain stable performance due to long-term contracts with major on-site clients and operations in resilient end markets such as healthcare and food and beverages [5]. - However, challenges may arise from tariffs and changes in trade policies, which could slow down industrial activity globally, particularly affecting demand in markets like China and Europe [6]. Group 3: Segment Performance Estimates - The Zacks Consensus Estimate for operating profit in the Americas segment is $1.19 billion, an increase from $1.16 billion in the second quarter of 2024 [7]. - The operating profit estimate for the Engineering business unit is $100 million, up from $96 million a year ago [7]. - These factors are expected to influence demand and pricing dynamics, potentially impacting Linde's quarterly performance [7].

分组1 - NexPoint Residential Trust Inc. reported quarterly funds from operations (FFO) of $0.8 per share, missing the Zacks Consensus Estimate of $0.81 per share, and showing no change from the previous year's FFO of $0.8 per share [1] - The company posted revenues of $63.15 million for the quarter ended June 2025, which was below the Zacks Consensus Estimate by 0.45% and a decrease from year-ago revenues of $64.24 million [2] - The stock has underperformed, losing approximately 20.9% since the beginning of the year, while the S&P 500 has gained 8.6% [3] 分组2 - The current consensus FFO estimate for the upcoming quarter is $0.80 on revenues of $64.14 million, and for the current fiscal year, it is $3.24 on revenues of $255.47 million [7] - The Zacks Industry Rank for REIT and Equity Trust - Residential is in the top 33% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The estimate revisions trend for NexPoint Residential Trust Inc. was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market [6]

Core Viewpoint - Exxon Mobil Corporation (XOM) is expected to report a significant decline in second-quarter earnings and revenues due to lower oil and natural gas prices, with earnings estimated at $1.49 per share, reflecting a 30.4% year-over-year decrease [2][6]. Financial Performance - The Zacks Consensus Estimate for second-quarter revenues is $82.8 billion, indicating an 11% decline from the previous year [2]. - XOM has consistently beaten earnings estimates in the past four quarters, with an average surprise of 3.58%, but the current model does not predict an earnings beat for this quarter [3][4]. Market Conditions - The average spot prices for West Texas Intermediate (WTI) crude oil in the second quarter were lower than in the first quarter, with prices of $63.54, $62.17, and $68.17 per barrel for April, May, and June respectively, compared to $75.74, $71.53, and $68.24 per barrel in the first quarter [7]. - Lower oil prices are expected to reduce XOM's upstream earnings by $800 million to $1.2 billion, while natural gas price changes may decrease profits by $300 million to $700 million [8]. Valuation Metrics - XOM's current EV/EBITDA ratio is 6.90, which is above the industry average of 4.35, indicating that the stock may be overvalued despite its lower price compared to peers like BP and Chevron [6][11]. Strategic Developments - The acquisition of Pioneer Natural Resources enhances XOM's production capabilities in the Permian Basin, a region known for low production costs [13]. - The company is also investing in alternative energy projects, such as carbon capture and lithium battery technology, which present potential growth opportunities but require significant capital [14]. Competitive Landscape - Other major energy players like Chevron and BP are also set to report second-quarter earnings, with Chevron having a positive Earnings ESP of +3.63% and BP at 0.00% [15][16].

Earnings Performance - Hubbell reported quarterly earnings of $4.93 per share, exceeding the Zacks Consensus Estimate of $4.36 per share, and up from $4.37 per share a year ago, representing an earnings surprise of +13.07% [1] - The company posted revenues of $1.48 billion for the quarter ended June 2025, which was 1.4% below the Zacks Consensus Estimate, and compared to $1.45 billion in the same quarter last year [2] Stock Performance and Outlook - Hubbell shares have increased by approximately 4.6% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The company's current Zacks Rank is 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6] Future Earnings Expectations - The current consensus EPS estimate for the upcoming quarter is $4.99 on revenues of $1.56 billion, and for the current fiscal year, it is $17.38 on revenues of $5.92 billion [7] - The trend of earnings estimate revisions for Hubbell was mixed prior to the earnings release, which may change following the report [6] Industry Context - The Manufacturing - Electrical Utilities industry, to which Hubbell belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

CECO Environmental (CECO) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.2 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +20.00%. A quarter ago, it was expected that this maker of air pollution controls and industrial ventilation systems would post earnings of $0.1 per share when it actually produced earnings of $0.1, delivering no ...

Core Viewpoint - Albemarle Corporation (ALB) is expected to report a decline in revenue for the second quarter of 2025, primarily due to weak lithium market prices and a projected overall revenue drop of 13.1% year-over-year [5][8]. Revenue Estimates - The Zacks Consensus Estimate for ALB's revenues for the upcoming quarter is $1,243.2 million, indicating a 13.1% decrease from the same quarter last year [5]. - The Energy Storage unit's revenue is expected to decline by 28.4% to $589 million [5][8]. - The Specialties unit is projected to see an 11.3% increase in net sales, estimated at $345 million [6][8]. - The Ketjen unit's net sales are expected to remain flat year-over-year at $260 million [6]. Performance Insights - ALB has missed the Zacks Consensus Estimate for earnings in three of the last four quarters, with an average negative earnings surprise of 136% [2]. - The company achieved a positive earnings surprise of 71% in the most recent quarter [2]. - ALB's shares have decreased by 19.2% over the past year, slightly better than the Zacks Chemicals Diversified industry's decline of 19.4% [3]. Cost and Productivity Actions - The company has implemented cost-saving and productivity initiatives that are expected to support margins despite challenges from declining lithium prices [9][10]. - ALB has made significant progress in its cost and operating structure review, achieving approximately 90% of its $350 million cost and productivity improvement target [10]. Market Conditions - The performance of ALB is likely to be impacted by soft lithium market prices, which have been affected by slowing demand for electric vehicles, inventory surplus, and increased supply [11]. - The uncertain macroeconomic environment and high interest rates have also contributed to weaker demand for lithium [11].

Core Insights - Kinross Gold Corporation (KGC) is expected to report strong second-quarter 2025 results, benefiting from higher gold prices and robust production, despite facing challenges from increased costs [1][6]. Financial Performance - The Zacks Consensus Estimate for KGC's second-quarter earnings is 32 cents per share, reflecting a 128.6% year-over-year increase. Revenue estimates stand at $1.35 billion, indicating a 10.3% rise year-over-year [2]. - KGC has outperformed the Zacks Consensus Estimate for earnings in three of the last four quarters, with an average earnings surprise of 16.1% [3][4]. Production and Costs - Higher gold prices, which reached a record high of $3,500 per ounce in April 2025, are expected to positively impact KGC's performance. The average realized gold price for KGC in Q2 is estimated at $2,771 per ounce, an 18.3% increase from the previous year [6][7]. - Production costs have risen, with a 6% year-over-year increase in production costs of sales per ounce to $1,043 in Q1. The all-in-sustaining costs (AISC) are projected to rise 8.1% year-over-year to $1,499 per ounce in Q2 [9]. Market Position and Valuation - KGC's stock has increased by 79.7% over the past year, outperforming the Zacks Mining – Gold industry's 42.7% rise and the S&P 500's 17.9% increase [10]. - KGC is currently trading at a forward 12-month earnings multiple of 11.44, which is about 10% lower than the peer group average of 12.72 [13]. Growth Prospects - KGC has a strong production profile and a promising pipeline of exploration and development projects, including Great Bear in Ontario and Round Mountain Phase X in Nevada, which are expected to enhance production and cash flow [14][15]. - The company maintains a strong liquidity position and generates substantial cash flows, allowing it to finance development projects and enhance shareholder value [15]. Investment Outlook - With a solid pipeline of projects, strong financial health, and favorable market conditions, KGC stock is viewed as an attractive investment opportunity ahead of its earnings announcement [16].