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Burlington Stores (BURL) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
ZACKS· 2025-05-22 15:06
Core Viewpoint - Burlington Stores (BURL) is anticipated to report flat earnings of $1.42 per share for the quarter ended April 2025, with revenues expected to reach $2.52 billion, reflecting a 6.9% increase year-over-year [3][12]. Earnings Expectations - The earnings report is scheduled for release on May 29, 2025, and could influence the stock price significantly depending on whether the actual results exceed or fall short of expectations [2][3]. - The consensus EPS estimate has been revised 1.17% higher in the last 30 days, indicating a positive reassessment by analysts [4][10]. Earnings Surprise Prediction - The Zacks Earnings ESP for Burlington Stores is +3.45%, suggesting a higher likelihood of beating the consensus EPS estimate [11][10]. - The company has a Zacks Rank of 3, which indicates a hold position, but combined with a positive Earnings ESP, it suggests a favorable outlook for an earnings beat [11][8]. Historical Performance - Burlington Stores has a strong track record, having beaten consensus EPS estimates in the last four quarters, including a surprise of +8.24% in the most recent quarter [12][13]. Industry Context - In comparison, Costco (COST) is expected to report earnings of $4.25 per share for the same quarter, reflecting a year-over-year increase of +12.4%, with revenues projected at $63.14 billion, up 7.9% [17]. - Costco's Earnings ESP is -0.61%, indicating a more challenging outlook for beating consensus estimates, despite a history of surpassing expectations in three out of the last four quarters [18].
Williams-Sonoma to Post Q1 Earnings: What's in Store for the Stock?
ZACKS· 2025-05-21 14:01
Core Viewpoint - Williams-Sonoma, Inc. is set to release its first-quarter fiscal 2025 results, with expectations of mixed performance due to various market factors impacting sales and earnings [1][5]. Financial Performance - In the last reported quarter, Williams-Sonoma's earnings exceeded the Zacks Consensus Estimate by 12.7%, marking a year-over-year increase of 20.6%. Revenues also surpassed expectations by 5.4%, with an 8% year-over-year growth [1]. - The average earnings surprise over the last four quarters has been 19.2%, indicating a consistent trend of better-than-expected performance [2]. Q1 Estimates - The Zacks Consensus Estimate for Q1 earnings per share (EPS) is $1.76, reflecting a decrease of 13.7% from $2.04 reported in the same quarter last year. Revenue expectations are set at $1.67 billion, a slight increase of 0.5% from $1.76 billion year-over-year [3]. Factors Influencing Performance - Expected growth in the first quarter is attributed to the multi-channel, multi-brand platform, strong e-commerce growth, strategic initiatives, digital leadership, and product innovation. International expansion and new collaborations are also anticipated to support growth [4]. - However, the challenging sales environment in the home furnishings sector, particularly due to the weak U.S. housing market, is likely to negatively impact results. Fluctuations in mortgage rates and reduced consumer spending following tariff announcements may further exacerbate this issue [5]. Brand Performance Projections - Revenue projections for the Pottery Barn brand are estimated at $658.9 million, a decline of 2.7% year-over-year. West Elm's revenues are expected to reach $438.9 million, an increase of 2% from the previous year [6]. - The namesake brand's revenues are projected at $240.2 million, a slight increase of 0.8% year-over-year. Pottery Barn Kids and Teen brand revenues are expected to be $228.5 million, up 3% year-over-year [7]. Comparable Store Sales (Comps) Expectations - Pottery Barn Kids and Teen's comps growth is expected to be 3%, compared to a 2.8% increase a year ago. Pottery Barn's comps are projected to decline by 2.5% year-over-year, while West Elm's comps are expected to increase by 2% [8]. - The namesake brand's comps are anticipated to rise by 1%, showing a modest improvement from the previous year's 0.9% increase [9]. Earnings Prediction Model - The current model does not predict an earnings beat for Williams-Sonoma, as the Earnings ESP stands at -1.14% and the company holds a Zacks Rank of 3 (Hold) [11][12].
Autodesk Set to Report Q1 Earnings: Here's What You Should Know
ZACKS· 2025-05-20 13:00
Autodesk (ADSK) is scheduled to report its first-quarter fiscal 2026 results on May 22. The company's fourth-quarter fiscal 2025 performance exceeded expectations with revenues growing 12% to $1.64 billion and non-GAAP operating margin reaching 37.1%. Management expects first-quarter fiscal 2026 revenues to be in the range of $1.60-$1.61 billion with non- GAAP EPS in the band of $2.14-$2.17, reflecting modest sequential growth. However, Autodesk's recently announced restructuring involving approximately 9% ...
Cooper Companies Q2 Earnings Likely to Reflect Seasonal Trends
ZACKS· 2025-05-20 12:50
Core Viewpoint - The Cooper Companies, Inc. is set to release its second-quarter fiscal 2025 results on May 9, with expectations of revenue growth and improved earnings compared to the previous year [1] Group 1: Financial Performance - The Zacks Consensus Estimate for revenues is $982 million, reflecting a 5.4% increase from the same quarter last year [1] - The consensus estimate for earnings is 92 cents per share, indicating an 8.2% improvement from the prior-year period [1] - The gross margin improved to 69% in the first quarter, with expectations for further expansion in the upcoming quarter due to higher production levels and cost control initiatives [8] - Operating income grew 16.2% in the first quarter and is anticipated to gain 10-12% in fiscal 2025, suggesting stability in the second quarter [9] Group 2: Segment Performance - Cooper Companies operates under two main segments: CooperVision (CVI) and CooperSurgical (CSI), both of which have shown strength in recent quarters [2] - The CVI segment experienced solid growth driven by strong demand for silicone hydrogel daily lenses, particularly MyDay, with an expected organic growth of 6.5-8.5% for the full year [4] - The myopia management business, particularly MiSight, is projected to grow approximately 40% for fiscal 2025, supported by expansion in key markets [5] - Within the CSI segment, the fertility business posted 1% growth (3% organically) in the last reported quarter, with expectations for high single-digit growth in the fiscal second quarter [6][7] Group 3: Market Trends and Challenges - The quarterly results are expected to follow seasonal trends, with a lighter start compared to the last two reported quarters [2] - Supply constraints for MyDay lenses are noted as a limiting factor that may have impacted second-quarter performance [3] - Foreign exchange is anticipated to be a headwind, potentially impacting EPS by 4% for fiscal 2025 [9]
Will Sound Point Meridian Capital, Inc. (SPMC) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-05-16 17:11
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Sound Point Meridian Capital, Inc. (SPMC) , which belongs to the Zacks Financial - Investment Management industry, could be a great candidate to consider.This company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 26.94%.Fo ...
Ross Stores Gears Up for Q1 Earnings: Will Investors See a Surprise?
ZACKS· 2025-05-16 16:30
Core Viewpoint - Ross Stores, Inc. is anticipated to experience revenue growth while facing a decline in earnings per share for the first quarter of fiscal 2025, with earnings estimated at $1.43 per share, a decrease of 2.1% from the previous year [1][2]. Revenue and Earnings Estimates - The consensus estimate for quarterly revenues is $4.97 billion, reflecting a growth of 2.3% compared to the same quarter last year [2]. - The company has a trailing four-quarter earnings surprise average of 7.7%, with the last reported quarter showing an earnings surprise of 8.5% [2]. Earnings Prediction Model - The earnings prediction model indicates a likely earnings beat for Ross Stores, supported by a positive Earnings ESP of +1.27% and a Zacks Rank of 3 [3]. Factors Influencing Q1 Results - Strong growth across merchandise categories and positive customer responses are expected to bolster performance, particularly appealing to price-conscious consumers [4]. - The off-price retail model and micro-merchandising strategy are anticipated to attract value-focused shoppers and optimize inventory allocation [5]. Store Expansion and Market Conditions - Consistent execution of store expansion plans is expected to contribute to top-line growth, with new store contributions reflected in the upcoming results [6]. - The company remains cautious about macroeconomic uncertainties and inflation affecting consumer spending on essentials [6]. Sales and Margin Expectations - For Q1 fiscal 2025, Ross Stores anticipates comparable store sales (comps) to decline between 3% and flat, with total sales projected to decrease by 1% to increase by 3% year-over-year [7]. - Operating margin is expected to be in the range of 11.4% to 12.1%, down from 12.2% last year, with a projected operating margin of 11.7% for the quarter [7][8]. Valuation and Stock Performance - Ross Stores is trading at a forward 12-month price-to-earnings ratio of 23.13x, which is lower than the industry average of 32.49x [9]. - The stock has gained 9.5% over the past three months, outperforming the industry growth of 3.8% [10].
Bath & Body Works to Report Q1 Earnings: Key Factors to Note
ZACKS· 2025-05-16 13:46
Core Insights - Bath & Body Works, Inc. (BBWI) is anticipated to report a year-over-year increase in revenues for the first quarter of fiscal 2025, with a consensus estimate of $1.42 billion, reflecting a 2.8% increase from the previous year [2][4] - The earnings per share (EPS) is expected to improve by 7.9% year-over-year, with a consensus estimate of 41 cents, despite a slight decline of 1 cent in the estimate over the past 30 days [3][4] Revenue Drivers - The company's strategic focus on product innovation, international growth, and disciplined cost management is likely to positively impact its fiscal first-quarter performance [4] - The expansion of the Everyday Luxuries line and strategic collaborations, such as the Disney Princess collection, have generated consumer excitement and are expected to contribute significantly to revenue growth [5][6] - The loyalty program and digital integration, particularly the Buy Online, Pickup In Store option, have effectively captured consumer preferences, further likely impacting the top line [5] International Growth - Bath & Body Works has projected a net sales growth of 1% to 3% for the first quarter, with international sales expected to show a 12.9% increase [6][7] - The company anticipates high single-digit growth in system-wide retail international sales, contributing positively to overall revenue [6] Cost Management and Margins - Disciplined cost management is expected to support the bottom line, despite a projected 50 basis point contraction in gross margin to approximately 43.3% due to a higher international sales mix [7] - The ongoing cost optimization through the Fuel for Growth program is likely to help maintain margins [7] Earnings Prediction - The Zacks model predicts an earnings beat for BBWI, supported by a positive Earnings ESP of +2.57% and a Zacks Rank of 3 [8]
Analysts Estimate Advance Auto Parts (AAP) to Report a Decline in Earnings: What to Look Out for
ZACKS· 2025-05-15 15:06
The market expects Advance Auto Parts (AAP) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 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 relea ...
Silvercorp (SVM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-05-15 15:06
Core Viewpoint - Silvercorp (SVM) is anticipated to report a year-over-year increase in earnings due to higher revenues for the quarter ended March 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The earnings report is expected to be released on May 22, 2025, with a consensus estimate of $0.09 per share, reflecting a year-over-year increase of 350% [3]. - Revenues are projected to reach $75.1 million, which is a 76% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 16.67% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the deviation of actual earnings from the consensus estimate, with a positive reading being a strong predictor of an earnings beat [7][8]. - Silvercorp currently holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [11]. Historical Performance - In the last reported quarter, Silvercorp met the expected earnings of $0.10 per share, resulting in no surprise [12]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [13]. Conclusion - While Silvercorp does not appear to be a compelling earnings-beat candidate, investors should consider other factors when making decisions regarding the stock ahead of its earnings release [16].
Autodesk (ADSK) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-05-15 15:06
Core Viewpoint - Autodesk (ADSK) is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended April 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The earnings report is scheduled for release on May 22, 2025, and could lead to a stock price increase if the results exceed expectations, while a miss could result in a decline [2]. - The consensus estimate for Autodesk's quarterly earnings is $2.14 per share, reflecting a year-over-year increase of +14.4%, with revenues projected at $1.61 billion, up 13.4% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.08% over the last 30 days, indicating a reassessment by analysts [4]. - The Zacks Earnings ESP model suggests that the Most Accurate Estimate is higher than the consensus, resulting in a positive Earnings ESP of +0.05%, indicating a likelihood of beating the consensus EPS estimate [10][11]. Earnings Surprise History - Autodesk has a history of exceeding consensus EPS estimates, having beaten expectations in the last four quarters, including a +7.51% surprise in the most recent quarter [12][13]. Industry Comparison - Domo (DOMO), another player in the Zacks Internet - Software industry, is expected to report earnings of $0.20 per share for the same quarter, representing a year-over-year change of +39.4%, but with a projected revenue decline of 2.8% [17]. - Domo's consensus EPS estimate has been revised down by 2.4% in the last 30 days, resulting in a negative Earnings ESP of -2.50%, making it challenging to predict a beat against the consensus [18].