Core Viewpoint - Nordson Corporation is set to release its second-quarter fiscal 2025 results, with expectations of mixed performance due to various market challenges and recent acquisitions [1][6]. Group 1: Earnings Expectations - The consensus estimate for Nordson's fiscal second-quarter revenues is $673.6 million, reflecting a 3.5% increase from the previous year [6]. - The adjusted earnings estimate is $2.36 per share, indicating a 0.9% decrease compared to the same quarter last year [6]. - The company has a history of earnings surprises, averaging a 2.9% beat, although the last quarter's earnings missed the consensus estimate by 1% [1][6]. Group 2: Segment Performance - The Industrial Precision Solutions segment is expected to show weak results, with revenues projected at $323 million, a 12% decrease from the prior year [2]. - The Medical and Fluid Solutions segment is likely to be impacted by decreased demand due to destocking, while the Advanced Technology Solutions segment may face challenges from softness in electronics processing and x-ray product lines [3]. - The overall cost of sales is anticipated to rise due to high input costs, which may negatively affect profit margins [3]. Group 3: Acquisitions and Growth Opportunities - The acquisition of Atrion Corporation is expected to enhance Nordson's medical offerings in infusion and cardiovascular therapies, potentially supporting overall results [5]. - The acquisition of ARAG Group in August 2023 is anticipated to strengthen Nordson's capabilities in precision dispensing technology and expand its presence in the precision agriculture market [5]. Group 4: External Factors - Nordson's international operations expose it to risks from adverse currency fluctuations, which may impact performance [4].

Core Viewpoint - Abercrombie & Fitch Co. is expected to report first-quarter fiscal 2025 results on May 28, with projected revenues of $1.06 billion, indicating a 3.7% growth year-over-year, but earnings per share are anticipated to decline by 36.5% to $1.36 compared to the previous year [1][2]. Financial Performance - The consensus estimate for Abercrombie's first-quarter earnings is $1.36 per share, down from $2.14 in the same quarter last year, reflecting a 36.5% decline [2]. - The company has seen a 4.2% decrease in earnings estimates over the past week, and it has historically delivered an earnings surprise of 14% on average over the last four quarters [2][3]. - The operating margin for the first quarter is expected to be between 8-9%, a significant drop from 12.7% a year ago, with EPS guidance of $1.25-$1.45 [6]. Sales Trends - Abercrombie is experiencing a slowdown in sales growth, projecting a 4-6% increase for the first quarter of fiscal 2025, a stark contrast to the 22% growth in the same period last year [4]. - The company anticipates a 9% increase in adjusted operating expenses and a 26.4% decline in adjusted operating income for the fiscal first quarter [7]. Cost Pressures - Elevated operating and freight costs are expected to pressure margins, with the company forecasting continued margin pressure in the first half of fiscal 2025 [5][19]. - The impact of U.S. tariffs on imports from China, Canada, and Mexico is projected to cost the company $5 million in fiscal 2025 [8]. Brand Performance - Despite slowing sales growth, Abercrombie benefits from strong brand performance, with projected sales growth of 9.9% for the Hollister brand and 1.7% for Abercrombie [9]. - The company has improved store traffic through fashion trends and store optimization, enhancing the shopping experience and supporting e-commerce growth [10]. Stock Performance and Valuation - Abercrombie's shares have declined 51.3% over the past year, underperforming its industry peers, while trading at a forward P/E multiple of 6.79X, below the industry average of 17.68X [11][16]. - The stock is currently priced at $73.17, which is 62.9% below its 52-week high of $196.99 [15]. Strategic Outlook - The company has focused on rebranding and premium casual wear, which has improved brand perception and sales growth [18]. - However, the near-term outlook is challenged by cost pressures and a deceleration in sales momentum, indicating a transition out of a high-growth phase [20][21].

Wall Street expects a year-over-year increase in earnings on higher revenues when SAIC (SAIC) reports results for the quarter ended April 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 earnings report, which is expected to be released on June 2, 2025, might help the stock move higher if these key numbers are better than expectations. ...

Core Viewpoint - Campbell's is anticipated to report a year-over-year decline in earnings despite an increase in revenues, which could significantly influence its stock price depending on the actual results compared to estimates [1][2]. Earnings Expectations - The upcoming earnings report is scheduled for June 2, 2025, with expectations of quarterly earnings at $0.65 per share, reflecting a year-over-year decrease of 13.3%. Revenues are projected to be $2.44 billion, representing a 2.9% increase from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.49% over the last 30 days, indicating a collective reassessment by analysts regarding the company's earnings outlook [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Campbell is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.30%. This suggests a bearish sentiment among analysts regarding the company's earnings prospects [10][11]. Historical Performance - In the last reported quarter, Campbell exceeded the consensus EPS estimate of $0.73 by posting earnings of $0.74, achieving a surprise of +1.37%. Over the past four quarters, the company has consistently beaten consensus EPS estimates [12][13]. Investment Considerations - Despite the potential for an earnings beat, the combination of a negative Earnings ESP and a Zacks Rank of 3 makes it challenging to predict a positive outcome for Campbell's upcoming earnings report. Investors are advised to consider other factors beyond earnings surprises when making investment decisions [11][16].

Core Insights - Campbell's Company (CPB) is expected to report revenue growth of 2.9% year-over-year, with a consensus estimate of $2.44 billion for Q3 fiscal 2025 [1] - However, a decline in earnings is anticipated, with the consensus estimate for earnings per share at 65 cents, reflecting a 13.3% decrease from the previous year [2] Revenue and Earnings Expectations - The Meals & Beverages division is projected to see a sales growth of 10.8% in Q3 fiscal 2025, driven by successful integration of Sovos Brands and strong brand performance from Rao's and Prego [3] - Conversely, the Snacks segment is expected to decline by 3.2% in organic sales due to changing consumer trends and competitive pressures [4] Cost Management and Efficiency - The company is making progress on its cost savings plan, benefiting from the integration of Sovos Brands and network optimization projects, which are expected to enhance overall efficiency [5] - Focus on SG&A cost efficiencies is likely to support margins and profitability in the upcoming quarter [5] Earnings Prediction Model - Current analysis indicates that Campbell's does not have a strong likelihood of an earnings beat, with a Zacks Rank of 3 (Hold) and an Earnings ESP of -0.30% [6]

Core Insights - J.Jill (JILL) has consistently surpassed earnings estimates and is well-positioned for future earnings reports [1][2] Earnings Performance - In the last two quarters, J.Jill has exceeded earnings estimates by an average of 28.35% [2] - For the most recent quarter, J.Jill reported earnings of $0.32 per share, exceeding the expected $0.22 per share by 45.45% [3] - In the previous quarter, the company reported $0.89 per share against an estimate of $0.80 per share, resulting in a surprise of 11.25% [3] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for J.Jill, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [6][9] - 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 [7] - J.Jill currently has an Earnings ESP of +1.71%, suggesting analysts are optimistic about the company's earnings prospects [9] Importance of Earnings ESP - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [8] - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9] - It is crucial for investors to check a company's Earnings ESP before quarterly releases to improve the chances of successful investment decisions [10]

Core Insights - Kohl's Corporation (KSS) is expected to report a decline in top-line revenue for the first quarter of fiscal 2025, with a consensus estimate of $3.2 billion, reflecting a 5.2% decrease from the previous year [1] - The bottom line consensus has improved slightly from a projected loss of 28 cents to a loss of 22 cents, indicating a better performance compared to a loss of 24 cents per share in the same quarter last year [2] - Comparable sales for the first quarter are anticipated to decline by 6%, aligning with the company's full-year sales guidance of a 5% to 7% decline [3] Company Performance and Strategy - Kohl's is facing challenges due to macroeconomic uncertainty and a tough consumer environment, particularly in its e-commerce segment and the home category [2] - Despite these challenges, the company is making progress in underpenetrated categories such as home decor, gifting, impulse purchases, and baby products, which may provide some support in the fiscal first quarter [4] - Strategic initiatives, including enhancing customer experience, optimizing inventory, and effective cost management, are expected to positively impact performance [4] - The partnership with Sephora is also anticipated to contribute positively to the upcoming quarter's results [4] Earnings Expectations - The current model does not predict an earnings beat for Kohl's, as it holds a Zacks Rank of 3 and an Earnings ESP of 0.00% [5]

Core Viewpoint - The market anticipates a year-over-year decline in BRP Inc.'s earnings due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - BRP is expected to report quarterly earnings of $0.29 per share, reflecting a year-over-year decrease of 58.6% [3]. - Revenue projections stand at $1.23 billion, down 17.7% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 6.06% over the last 30 days, indicating a reassessment by analysts [4]. - A positive Earnings ESP of +12.28% suggests recent bullish sentiment among analysts, despite the stock holding a Zacks Rank of 5, complicating predictions of an earnings beat [10][11]. Earnings Surprise History - In the last reported quarter, BRP exceeded expectations by posting earnings of $0.69 per share against an estimate of $0.62, resulting in a surprise of +11.29% [12]. - The company has beaten consensus EPS estimates in all of the last four quarters [13]. Conclusion - While BRP does not appear to be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [16].

Company Overview - Dell Technologies is expected to report quarterly earnings of $1.70 per share, reflecting a year-over-year increase of +33.9% [3] - Revenues are anticipated to reach $23.1 billion, which is a 3.9% increase from the previous year [3] Earnings Expectations - The consensus EPS estimate has been revised 0.14% lower in the last 30 days, indicating a slight reassessment by analysts [4] - The Most Accurate Estimate for Dell is higher than the Zacks Consensus Estimate, leading to an Earnings ESP of +5.02%, suggesting a likelihood of beating the consensus EPS estimate [10][11] Historical Performance - In the last reported quarter, Dell Technologies exceeded the expected earnings of $2.53 per share by delivering $2.68, resulting in a surprise of +5.93% [12] - Over the past four quarters, Dell has consistently beaten consensus EPS estimates [13] Market Sentiment - The stock's movement may be influenced by how actual results compare to expectations, with potential for a price increase if results exceed estimates [2] - The Zacks Rank for Dell is currently 3 (Hold), which indicates a moderate outlook [11] Industry Context - In comparison, HP is expected to report earnings of $0.80 per share, showing a year-over-year decline of -2.4%, with revenues projected at $13.36 billion, up 4.3% [17] - HP's consensus EPS estimate has been revised up by 8.7% over the last 30 days, but it currently has an Earnings ESP of -1.25%, making it challenging to predict a beat [18]

Wall Street expects a year-over-year decline in earnings on higher revenues when Zscaler (ZS) reports results for the quarter ended April 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 earnings report, which is expected to be released on May 29, 2025, might help the stock move higher if these key numbers are better than expectations. ...