Core Viewpoint - McDonald's is expected to report quarterly earnings of $3.15 per share, a 6.1% increase year-over-year, with revenues projected at $6.71 billion, reflecting a 3.5% increase compared to the same period last year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.5% higher in the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenues- Company-owned and operated sales- Total' to be $2.43 billion, a decrease of 1.2% year-over-year [5]. - 'Revenues- Franchised revenues- Total' is projected to reach $4.15 billion, marking a 5.3% increase from the previous year [5]. - 'Revenues- Total Other revenues' is expected to be $142.01 million, showing a significant year-over-year increase of 59.6% [6]. - 'Revenues- Company-owned and operated sales- International Developmental Licensed Markets & Corporate' is estimated at $169.09 million, indicating a decline of 21.4% year-over-year [6]. Systemwide Restaurant Metrics - Total systemwide restaurants are estimated to be 44,128, up from 42,406 a year ago [7]. - Total systemwide restaurants in International Developmental Licensed Markets & Corporate are projected at 19,940, compared to 18,589 last year [7]. - Total systemwide restaurants in International Operated Markets are expected to reach 10,605, an increase from 10,333 in the same quarter last year [8]. - Total systemwide restaurants in the U.S. are projected at 13,590, compared to 13,484 a year ago [8]. - Total franchised systemwide restaurants are estimated at 42,099, up from 40,238 last year [9]. - Total company-owned and operated restaurants are expected to be 2,046, down from 2,168 a year ago [9]. - Franchised Developmental licensed restaurants are projected at 9,396, an increase from 8,815 last year [10]. - Franchised Foreign affiliated restaurants are estimated at 10,493, compared to 9,531 in the same quarter last year [10]. Stock Performance - McDonald's shares have shown a return of +2% over the past month, slightly trailing the Zacks S&P 500 composite's +2.3% change [10].

Core Viewpoint - Analysts expect Uber Technologies to report quarterly earnings of $0.62 per share, reflecting a year-over-year increase of 31.9%, with revenues projected at $12.46 billion, up 16.4% from the previous year [1] Revenue Projections - Revenue from Mobility is anticipated to reach $7.23 billion, indicating a year-over-year change of +17.9% [4] - Revenue from Freight is estimated at $1.28 billion, showing a slight increase of +0.7% from the prior year [4] - Revenue from Delivery is expected to be $3.94 billion, reflecting a year-over-year change of +19.7% [4] Geographic Revenue Estimates - Geographic Revenue from Latin America is projected at $782.35 million, representing a +15.2% change from the previous year [5] - The consensus estimate for Geographic Revenue from the United States and Canada is $6.55 billion, indicating a +12.4% change [5] - Geographic Revenue from Europe, the Middle East, and Africa is expected to be $3.44 billion, reflecting a +15.1% change [6] - Geographic Revenue from Asia Pacific is projected at $1.44 billion, indicating a year-over-year change of +19.1% [6] Gross Bookings and Active Users - Total Gross Bookings are expected to reach $46.28 billion, compared to $39.95 billion in the same quarter last year [7] - Gross Bookings for Delivery are projected at $21.24 billion, up from $18.13 billion in the previous year [7] - Monthly Active Platform Consumers (MAPCs) are expected to reach 176, up from 156 a year ago [8] - Gross Bookings for Mobility are forecasted to be $23.89 billion, compared to $20.55 billion in the same quarter last year [8] - The number of Trips is projected to reach 3,250, an increase from 2,765 in the previous year [8] Stock Performance - Over the past month, Uber shares have recorded a return of -6.3%, while the Zacks S&P 500 composite has seen a +2.3% change [8]

Company Performance - Marcus reported quarterly earnings of $0.23 per share, exceeding the Zacks Consensus Estimate of $0.19 per share, compared to a loss of $0.17 per share a year ago, representing an earnings surprise of +21.05% [1] - The company posted revenues of $206.04 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.63%, and showing an increase from year-ago revenues of $176.03 million [2] - Over the last four quarters, Marcus has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance and Outlook - Marcus shares have declined approximately 23.9% since the beginning of the year, while the S&P 500 has gained 7.8% [3] - The current consensus EPS estimate for the upcoming quarter is $0.58 on revenues of $222.5 million, and for the current fiscal year, it is $0.40 on revenues of $776.99 million [7] - The estimate revisions trend for Marcus was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Leisure and Recreation Services industry, to which Marcus belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment and stock performance [5]

Company Performance - Telus reported quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.17 per share, and down from $0.18 per share a year ago, representing an earnings surprise of -5.88% [1] - The company posted revenues of $3.67 billion for the quarter ended June 2025, which was 0.17% below the Zacks Consensus Estimate and slightly up from $3.64 billion year-over-year [2] - Over the last four quarters, Telus has surpassed consensus EPS estimates three times and topped revenue estimates two times [2] Future Outlook - The immediate price movement of Telus shares will depend on management's commentary during the earnings call and the earnings outlook for the coming quarters [3][4] - The current consensus EPS estimate for the next quarter is $0.20 on revenues of $3.83 billion, and for the current fiscal year, it is $0.76 on revenues of $15.1 billion [7] - The estimate revisions trend for Telus was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Diversified Communication Services industry, to which Telus belongs, is currently in the top 17% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Company Performance - Enbridge reported quarterly earnings of $0.47 per share, exceeding the Zacks Consensus Estimate of $0.41 per share, and up from $0.42 per share a year ago [1] - The earnings surprise for this quarter was +14.63%, and the company has surpassed consensus EPS estimates three times over the last four quarters [2] - Revenues for the quarter reached $10.75 billion, surpassing the Zacks Consensus Estimate by 18.08%, compared to $8.29 billion in the same quarter last year [3] Market Comparison - Enbridge shares have increased by approximately 6.7% since the beginning of the year, while the S&P 500 has gained 7.8% [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.40 on revenues of $10.56 billion, and for the current fiscal year, it is $2.15 on revenues of $39.24 billion [8] - The Zacks Industry Rank for Oil and Gas - Production and Pipelines is in the top 31% of over 250 Zacks industries, indicating a favorable outlook for the sector [9] Peer Comparison - Williams Companies, Inc. is expected to report quarterly earnings of $0.49 per share, reflecting a year-over-year change of +14%, with revenues anticipated to be $3.06 billion, up 30.9% from the previous year [10][11]

Company Performance - Oshkosh reported quarterly earnings of $3.41 per share, exceeding the Zacks Consensus Estimate of $2.98 per share, and showing an increase from $3.34 per share a year ago [1] - The earnings surprise for this quarter was +14.43%, while the previous quarter had a surprise of -4.95% with actual earnings of $1.92 per share against an expectation of $2.02 [2] - The company posted revenues of $2.73 billion for the quarter, surpassing the Zacks Consensus Estimate by 3.15%, although this represents a decline from $2.85 billion in the same quarter last year [3] Stock Performance - Oshkosh shares have increased approximately 33.1% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.8% [4] - The current consensus EPS estimate for the upcoming quarter is $2.88 on revenues of $2.7 billion, and for the current fiscal year, it is $10.29 on revenues of $10.38 billion [8] Industry Outlook - The Manufacturing - General Industrial industry, to which Oshkosh belongs, is currently ranked in the top 12% of over 250 Zacks industries, indicating a favorable outlook [9] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [6]

Core Insights - Church & Dwight (CHD) reported quarterly earnings of $0.94 per share, exceeding the Zacks Consensus Estimate of $0.85 per share, and showing a slight increase from $0.93 per share a year ago, resulting in an earnings surprise of +10.59% [1][2] - The company achieved revenues of $1.51 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.76%, consistent with year-ago revenues [2] - Church & Dwight has outperformed consensus EPS estimates three times over the last four quarters, indicating a positive trend in earnings performance [2] Earnings Outlook - The sustainability of the stock's price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.86 on revenues of $1.54 billion, and for the current fiscal year, it is $3.48 on revenues of $6.11 billion [7] Industry Context - The Consumer Products - Staples industry, to which Church & Dwight belongs, is currently ranked in the top 40% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5][6]

Core Viewpoint - Telus International reported quarterly earnings of $0.06 per share, exceeding the Zacks Consensus Estimate of $0.05 per share, but down from $0.16 per share a year ago, indicating a 20% earnings surprise [1][2] Financial Performance - The company achieved revenues of $699 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.93%, compared to $652 million in the same quarter last year [2] - Over the last four quarters, Telus International has exceeded consensus EPS estimates two times and topped revenue estimates four times [2] Stock Performance - Telus International shares have declined approximately 3.8% since the beginning of the year, contrasting with the S&P 500's gain of 7.8% [3] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.09 for the upcoming quarter and $0.32 for the current fiscal year, with revenues projected at $675.26 million and $2.71 billion respectively [7] - The Zacks Rank for Telus International is currently 4 (Sell), indicating expectations of underperformance in the near future [6] Industry Context - The Internet - Software industry, to which Telus International belongs, is currently ranked in the top 31% of over 250 Zacks industries, suggesting a favorable environment for stocks in this sector [8]

Group 1: Earnings Performance - Exxon Mobil reported quarterly earnings of $1.64 per share, exceeding the Zacks Consensus Estimate of $1.49 per share, but down from $2.14 per share a year ago, representing an earnings surprise of +10.07% [1] - The company has surpassed consensus EPS estimates for the last four quarters [2] - Revenue for the quarter was $81.51 billion, missing the Zacks Consensus Estimate by 1.59% and down from $93.06 billion year-over-year [2] Group 2: Stock Performance and Outlook - Exxon shares have increased by approximately 3.8% since the beginning of the year, compared to the S&P 500's gain of 7.8% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $1.67 on revenues of $84.74 billion, and for the current fiscal year, it is $6.58 on revenues of $330.97 billion [7] Group 3: Industry Context - The Oil and Gas - Integrated - International industry is currently ranked in the bottom 28% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor decisions [5] - The current Zacks Rank for Exxon is 3 (Hold), suggesting that shares are expected to perform in line with the market in the near future [6]

Company Performance - Johnson Outdoor reported quarterly earnings of $0.75 per share, significantly exceeding the Zacks Consensus Estimate of $0.24 per share, representing an earnings surprise of +212.50% [1] - The company posted revenues of $180.66 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.29% and showing an increase from $172.47 million year-over-year [2] - Over the last four quarters, Johnson Outdoor has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Outlook - Johnson Outdoor shares have increased by approximately 0.6% since the beginning of the year, underperforming compared to the S&P 500's gain of 7.8% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.68 on revenues of $120.32 million, and for the current fiscal year, it is -$1.70 on revenues of $572.94 million [7] Industry Context - The Leisure and Recreation Products industry, to which Johnson Outdoor belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Johnson Outdoor's stock performance [5]