Key Takeaways EBAY projects Q2 revenues of $2.59B-$2.66B, up 2.91% year over year.EPS is expected at $1.24-$1.31, reflecting growth of 4-11% year over year.Luxury goods, AI tools and managed shipping are seen boosting EBAY's Q2 performance.eBay (EBAY) is scheduled to report its second-quarter 2025 results on July 30.For the second quarter, eBay expects total revenues between $2.59 billion and $2.66 billion. The Zacks Consensus Estimate for second-quarter 2025 revenues is pegged at $2.65 billion, indicating ...

Key Takeaways Visa and PayPal headline the reporting docket for the Finance sector this week. Expecations have largely remained stable over recent months. Total Payment Volume (TPV) will be a key metric in both reports. Earnings season continues to roll along, with results so far being positive. Like recent periods, the big banks helped kick off the period on a strong enough note, with many other companies following suit over the past week.And concerning next week’s docket, a few big-time financial players ...

Core Viewpoint - IDEX Corporation (IEX) is expected to report second-quarter 2025 results on July 30, with a consensus estimate for revenues at $857.2 million, reflecting a 6.2% year-over-year increase, while adjusted earnings are projected at $2.00 per share, indicating a 2.9% decline from the previous year [1][2][10] Group 1: Revenue and Earnings Estimates - The consensus estimate for revenues is $857.2 million, which is a 6.2% increase from the prior-year quarter [2] - The adjusted earnings estimate is $2.00 per share, showing a 2.9% decline compared to the same quarter last year [2] Group 2: Segment Performance - The Health & Science Technologies (HST) segment is anticipated to generate revenues of $356 million, marking a 17.1% year-over-year increase due to strong momentum in energy transition and analytical instrumentation [3] - The Fire & Safety/Diversified Products (FSDP) segment is expected to report revenues of $188.4 million, up 1.6% year over year, driven by strong demand in OEM and integrated solutions [4] - The Fluid & Metering Technologies (FMT) segment is projected to see revenues of $312.2 million, reflecting a 2.2% decline year over year, primarily due to softness in the chemical and agriculture markets [5] Group 3: Recent Acquisitions - The acquisition of Mott Corp. in September 2024 and STC Material Solutions in December 2023 has expanded IDEX's capabilities in applied materials science technology, likely enhancing performance in high-value end markets [6][10] Group 4: Earnings Prediction - IDEX has an Earnings ESP of +0.25%, with the Most Accurate Estimate at $2.01 per share, suggesting a potential earnings beat [9] - The company currently holds a Zacks Rank of 2, indicating a favorable outlook for earnings performance [9]

Industry Overview - The second-quarter 2025 reporting cycle for the Medical sector is commencing, with most firms expected to release earnings results in the next two weeks, primarily consisting of pharma/biotech and medical device companies [1] - The earnings season for the drug and biotech sector began in mid-July, highlighted by Johnson & Johnson's strong performance, which exceeded earnings and sales estimates, leading to raised revenue and earnings expectations for the year [1] Company Performance - Novartis surpassed second-quarter earnings and revenue estimates, driven by a year-over-year increase in sales of key drugs, prompting an upward revision of its annual guidance for core operating income [2] - Roche experienced solid growth in the first half of 2025, with high demand for key drugs offsetting declines in legacy drug sales [2] - As of July 23, 15% of companies in the Medical sector, representing 27.2% of the sector's market capitalization, reported quarterly earnings, with 88.9% outperforming earnings estimates and 100% beating revenue estimates [3] - Overall, second-quarter earnings for the Medical sector are projected to increase by 0.9%, while sales are expected to rise by 7.9% compared to the previous year [3] Upcoming Earnings Reports - Merck, AstraZeneca, Bristol Myers, AbbVie, and Moderna are scheduled to release their quarterly results this week [4] - Merck has a strong earnings track record, beating estimates in the last four quarters with an average surprise of 3.82% [5] - AstraZeneca has a mixed earnings history, beating estimates in three of the last four quarters, with an average surprise of 4.24% [8] - Bristol Myers has consistently beaten earnings estimates, with an average surprise of 20.16% over the last four quarters [11] - AbbVie has also maintained a strong track record, beating estimates in the last four quarters with an average surprise of 2.55% [13] - Moderna has an excellent earnings history, with an average surprise of 31.60% in the last four quarters [15] Sales Drivers - Merck's growth in the second quarter is likely attributed to increased sales of its cancer drug Keytruda, driven by additional indications and patient demand [7] - AstraZeneca's sales are expected to be bolstered by strong demand for its cancer and diabetes medications [10] - Bristol Myers' revenue may be impacted by declines in legacy drug sales, but growth products are expected to partially offset this decline [12] - AbbVie's revenue is anticipated to be driven by strong sales of key drugs and contributions from newer products [14] - Moderna's revenues are expected to be influenced by sales of its COVID-19 vaccine, Spikevax, while the focus is shifting to updates on its broader pipeline [16]

Key Takeaways NAVI's Q2 revenues are expected to rise 5% while earnings may fall nearly 40% year over year.Consumer loan demand remained solid, but federal loan volumes and prepayments likely hurt revenues.Cost-cutting initiatives are projected to lower NAVI's Q2 expenses and boost operating efficiency.Navient Corporation (NAVI) is scheduled to report second-quarter 2025 results on July 30, before the opening bell. Its quarterly revenues are expected to have risen, while earnings are expected to have declin ...

Key Takeaways BIIB's Q2 results may reflect weaker MS drug sales but growth from newer products.Leqembi and Zurzuvae revenues are likely to have risen in the second quarter.Skyclarys faced mixed dynamics across U.S. and global marketsBiogen (BIIB) will report second-quarter 2025 results on July 31, before market open. In the last reported quarter, the company's earnings missed expectation by 7.4%. The Zacks Consensus Estimate for second-quarter sales and earnings is pegged at $2.32 billion and $3.95 per sha ...

Key Takeaways Strong new business, retention, and renewal premiums are expected to drive Q2 growth across segments.Fees and commissions are projected to rise 12% and 12.5% year over year to $925M and $1.8B, respectively.Strategic M&A and improved contingent revenues are likely to have boosted the top line.Arthur J. Gallagher & Co. (AJG) is expected to register an improvement in its top and bottom lines when it reports second-quarter 2025 results on July 31, after the closing bell.The Zacks Consensus Estimat ...

Key Takeaways CRS is set to report Q4 earnings of $2.03 per share on July 31, suggesting 11.5% y/y growth.Aerospace and defense demand is expected to support results despite labor and chip shortages.Productivity gains, pricing and mix improvements likely boosted margins amid soft sales volume.Carpenter Technology Corporation (CRS) is scheduled to report fourth-quarter fiscal 2025 results on July 31, before the opening bell.The Zacks Consensus Estimate for CRS’s sales is pegged at $770 million, indicating a ...

Um so basically earnings have come in okay. They've beat kind of subdued expectations. The growth rate is moderate relative to history.Um what's your key takeaway so far and especially as we go into this very busy week. I mean so far to me one of the biggest takeaways from a macro perspective is that the US consumer at least to date is holding in pretty well. And I think that came across most strongly with the bank earnings.So to me that was important because we know the consumer is about 69% of the economy ...

Wall Street expects a year-over-year increase in earnings on higher revenues when BioMarin Pharmaceutical (BMRN) 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 earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbers are better than ...