Core Viewpoint - Analysts expect Exxon Mobil (XOM) to report quarterly earnings of $1.49 per share, reflecting a year-over-year decline of 30.4%, with revenues projected at $82.82 billion, down 11% from the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised 10.7% higher over the last 30 days, indicating a collective reevaluation by analysts [1][2] Revenue Projections - Analysts forecast 'Revenues- Other income' to be $618.89 million, a decrease of 53.5% year-over-year [4] - 'Revenues- Sales and other operating revenue' is expected to reach $80.11 billion, down 11% from the year-ago quarter [4] - 'Revenues- Income from equity affiliates' is projected at $1.56 billion, suggesting a decline of 10.4% year-over-year [4] Segment Analysis - 'Revenues- Sales and other operating revenue- Energy Products' is estimated at $61.18 billion, indicating a year-over-year change of -11.9% [5] - 'Revenues- Sales and other operating revenue- Energy Products- United States' is expected to be $24.24 billion, down 8.2% from the prior year [5] - 'Revenues- Sales and other operating revenue- Energy Products- Non-U.S.' is projected at $36.94 billion, reflecting a year-over-year decline of 14.1% [6] - 'Revenues- Sales and other operating revenue- Chemical Products- United States' is estimated at $1.97 billion, down 11.2% from the previous year [6] Production Estimates - 'Revenues- Sales and other operating revenue- Upstream- United States' is expected to be $6.04 billion, indicating a year-over-year change of -10.3% [7] - 'Oil-equivalent production per day' is projected at 4,547 thousand barrels, compared to 4,358 thousand barrels in the same quarter last year [7] Natural Gas Production - 'Natural gas production available for sale per day - Europe' is expected to be 285 thousand cubic feet, down from 331 thousand cubic feet year-over-year [8] - 'Natural gas production available for sale per day - Africa' is projected at 147 thousand cubic feet, compared to 167 thousand cubic feet last year [8] - 'Natural gas production available for sale per day - Asia' is expected to be 3,328 thousand cubic feet, down from 3,486 thousand cubic feet year-over-year [9] Stock Performance - Over the past month, Exxon shares have returned +0.8%, while the Zacks S&P 500 composite has changed +2.7% [10] - Currently, Exxon carries a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [10]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Rockwell Automation despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Rockwell Automation is expected to report quarterly earnings of $2.69 per share, reflecting a -0.7% change year-over-year, while revenues are projected at $2.07 billion, an increase of 0.9% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.86% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +1.66% for Rockwell Automation, suggesting a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Rockwell Automation exceeded the expected earnings of $2.09 per share by delivering $2.45, resulting in a surprise of +17.22% [13]. The company has beaten consensus EPS estimates in all of the last four quarters [14]. Additional Considerations - While an earnings beat can influence stock movement, other factors may also play a significant role in determining stock performance post-earnings release [15].

Core Viewpoint - The market anticipates that Vital Energy (VTLE) will report a year-over-year increase in earnings driven by higher revenues when it releases its quarterly results for June 2025 [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on August 6, with a consensus EPS estimate of $1.98, reflecting a year-over-year increase of +35.6%. Revenues are projected to be $499.41 million, up 4.8% from the previous year [3][2]. - The consensus EPS estimate has been revised 14.88% higher in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Vital Energy is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.94%, suggesting a bearish outlook from analysts [12]. - The stock currently holds a Zacks Rank of 3, making it challenging to predict a beat on the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Vital Energy was expected to post earnings of $2.11 per share but exceeded expectations with actual earnings of $2.37, resulting in a surprise of +12.32% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Conclusion - Vital Energy does not appear to be a strong candidate for an earnings beat based on current estimates and rankings, but investors should consider other factors before making investment decisions [17].

That said, let's delve into the average estimates of some Illumina metrics that Wall Street analysts commonly model and monitor. Analysts forecast 'Revenue- Core Illumina- Consumables' to reach $792.14 million. The estimate points to a change of -2.8% from the year-ago quarter. The consensus among analysts is that 'Revenue- Product revenue- Consumable' will reach $788.41 million. The estimate indicates a change of -3.3% from the prior-year quarter. It is projected by analysts that the 'Revenue- Service and ...

Core Viewpoint - Southern Company is expected to report second-quarter results on July 31, with a consensus estimate of $0.93 earnings per share and $6.7 billion in revenues [1] Group 1: Previous Quarter Performance - In the last reported quarter, Southern Company exceeded consensus estimates with adjusted earnings per share of $1.23, which was $0.03 above expectations, and revenues of $7.8 billion, surpassing estimates by 11% [2] - The company has topped earnings estimates in three of the last four quarters, with an average earnings surprise of 7% [3] Group 2: Current Quarter Estimates - The consensus estimate for the second-quarter earnings has been revised downward by 5.1% in the past week, indicating a year-over-year decline of 14.7%, while revenue estimates suggest a 3.7% increase from the previous year [3][8] - The estimated total operating expenses for the second quarter are projected to be $4.9 billion, reflecting a 9.1% increase from $4.5 billion reported in the same quarter last year [5] Group 3: Market and Economic Factors - Southern Company serves nine million customers in the Southeast, benefiting from strong regional economic growth and capital investments exceeding $11 billion, which have created 4,000 new jobs in the first quarter of 2025 [4] - The demand from industrial and data centers is expected to continue driving long-term load expansion, positively impacting earnings and cash flows [4] Group 4: Earnings ESP and Zacks Rank - The Earnings ESP for Southern Company is -5.40%, indicating a lower likelihood of beating estimates, and it currently holds a Zacks Rank of 3 (Hold) [6][7]

Core Insights - The Allstate Corporation is scheduled to report its Q2 2025 results on July 30, 2025, with earnings estimated at $3.36 per share and revenues at $17.16 billion [1] - The earnings estimate reflects a significant year-over-year increase of 108.7%, while revenue is projected to rise by 8.5% year-over-year [2] - For the full year 2025, Allstate's revenue is expected to reach $69.06 billion, indicating a 7.4% increase, with EPS projected at $18.33, showing a slight year-over-year increase [3] Earnings Projections - The second-quarter earnings estimate has seen four upward revisions and one downward revision in the past 60 days [2] - Allstate has a strong track record of exceeding earnings estimates, achieving an average surprise of 134.9% over the last four quarters [3] Earnings Whispers - The company is projected to report Q2 EPS of $3.36 and revenue of $17.16 billion, both showing strong year-over-year growth [7] - Auto underwriting income is expected to increase to $484.7 million, with an improved combined ratio of 94.99% [7][10] - Net investment income is anticipated to grow by 14.5% year-over-year, benefiting from higher-yielding fixed-income securities [8] Business Segment Performance - The adjusted net income from the Protection Services business is expected to grow by 14.7% year-over-year [9] - Homeowners' policies in force are projected to increase by 2.5% year-over-year [9] - The underwriting loss from Commercial Lines is estimated at $11.5 million, a significant improvement from $138 million a year ago [11] Cost and Expense Outlook - Total costs and expenses are projected to rise by more than 6% year-over-year due to increased operating costs and claims expenses, which may offset some positive gains [11] Peer Performance Comparison - Marsh & McLennan reported adjusted EPS of $2.72, exceeding estimates by 2.3%, driven by strong growth in Risk and Insurance Services [12] - AON's adjusted earnings of $3.49 per share surpassed estimates by 2.7%, benefiting from new business growth and solid retention rates [13] - AMERISAFE reported adjusted EPS of 53 cents, missing estimates by 3.6%, impacted by a decline in net investment income and elevated expenses [14]

Wall Street expects a year-over-year decline in earnings on higher revenues when ARS Pharmaceuticals, Inc. (SPRY) 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. On the other hand, if they miss, the ...

The consensus EPS estimate for the quarter has been revised 0.26% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Euroseas Ltd. (ESEA) 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 actu ...

Core Viewpoint - Analysts project that Cenovus Energy (CVE) will report quarterly earnings of $0.13 per share, reflecting a year-over-year decline of 66.7%, with revenues expected to reach $9.13 billion, down 16% from the same quarter last year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate for the quarter has been revised upward by 15.1%, indicating a collective reassessment by covering analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions to the stock, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock price performance [3]. Production Metrics - The consensus estimate for 'Total Upstream Production' is 780.99 thousand barrels of oil equivalent per day, down from 800.80 thousand barrels per day a year ago [5]. - Analysts project 'Upstream - Crude Oil and Natural Gas Liquids - Total Oil Sands Production - Christina Lake' at 233.90 thousand barrels per day, compared to 237.10 thousand barrels per day last year [5]. - For 'Upstream - Crude Oil and Natural Gas Liquids - Total Oil Sands Production - Foster Creek', the estimate is 169.23 thousand barrels per day, down from 195.00 thousand barrels per day a year ago [6]. - 'Upstream - Crude Oil and Natural Gas Liquids - Total Oil Sands Production - Sunrise' is expected to reach 51.17 thousand barrels per day, up from 46.10 thousand barrels per day in the same quarter last year [7]. - The estimate for 'Upstream - Crude Oil and Natural Gas Liquids - Total Oil Sands Production - Lloydminster Conventional Heavy Oil' is 21.54 thousand barrels per day, compared to 18.10 thousand barrels per day last year [8]. - Overall, 'Upstream - Crude Oil and Natural Gas Liquids - Total Oil Sands Production' is projected at 574.98 thousand barrels per day, down from 609.80 thousand barrels per day a year ago [9]. Refining Metrics - Analysts estimate 'Downstream - Total Canadian Refining - Heavy Crude Oil Unit Throughput' to be 106.92 thousand barrels per day, significantly up from 53.80 thousand barrels per day last year [10]. - For 'Downstream - Total U.S. Refining - Crude Oil Unit Throughput', the estimate is 542.20 thousand barrels per day, down from 568.90 thousand barrels per day in the same quarter last year [11]. Segment Production - The estimate for 'Total upstream production - Total Conventional segment production' is 127.25 thousand barrels of oil equivalent per day, compared to 26.50 thousand barrels per day last year [12]. - 'Total upstream production - Total Offshore segment production' is projected at 68.76 thousand barrels of oil equivalent per day, up from 20.00 thousand barrels per day a year ago [13]. - The consensus for 'Upstream - Crude Oil and Natural Gas Liquids - Total Conventional Production - Light Crude Oil' is 5.63 thousand barrels per day, compared to 5.10 thousand barrels per day last year [14]. - For 'Upstream - Crude Oil and Natural Gas Liquids - Total Conventional Production - Natural Gas Liquids', the estimate is 22.86 thousand barrels per day, up from 21.40 thousand barrels per day last year [15]. Stock Performance - Cenovus shares have returned +10.4% over the past month, outperforming the Zacks S&P 500 composite, which changed by +3.6% [15].

Core Viewpoint - Henry Schein, Inc. (HSIC) is set to release its second-quarter 2025 results on August 5, with expectations of revenue growth but a slight decline in earnings per share (EPS) compared to the previous year [1][2]. Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for revenues is $3.22 billion, indicating a year-over-year increase of 2.7% [2]. - The Zacks Consensus Estimate for EPS is $1.18, reflecting a year-over-year decrease of 4.1% [2]. - Estimates for second-quarter earnings have decreased by 1 cent to $1.18 over the past 30 days [3]. Group 2: Performance Factors - The Global Distribution and Value-Added Services segment is expected to have stable conditions in U.S. and international dental merchandise and equipment markets, with potential market share gains [4]. - U.S. dental merchandise sales are anticipated to be driven by volume growth, while dental equipment sales faced challenges due to a sales deferral from the previous quarter [5]. - The U.S. medical business is likely to benefit from strong performance in the Home Solutions sector and growth from acquisitions [6]. Group 3: International Sales and New Products - International dental merchandise sales are expected to remain strong in Canada, Central Europe, and Brazil, although softness in France may offset some growth [7]. - New products introduced at the 2025 International Dental Show, such as 3D printers and intraoral scanners, may contribute positively to sales [7]. Group 4: Segment Revenue Projections - The Global Distribution and Value-Added Services segment's revenues are projected to increase by 0.3%, reaching $2.67 billion [8]. - The Global Specialty Products segment is expected to see a 2% increase in revenues, driven by TriMed and implant sales in Europe [9][11]. - The Global Technology segment is anticipated to experience a 2.4% year-over-year improvement in revenues, supported by growth in cloud-based practice management software [12].