Core Insights - Pilgrim's Pride Corporation (PPC) is expected to report a decrease in earnings for Q3 2025, with the Zacks Consensus Estimate dropping from $1.46 to $1.41, indicating a 13.5% decline year-over-year [1][8] Factors Impacting Earnings - The export business of Pilgrim's Pride is facing challenges due to lower broiler volumes, trade restrictions, and weaker international demand, compounded by ongoing tariffs from China [2] - Margin pressures in key markets, particularly in Mexico, are due to foreign exchange volatility and disease impacts, leading to lower profitability compared to the previous year [3] - Input cost risks from grain and soybean meal prices, along with rising marketing, R&D, and labor expenses, are inflating overall costs [3] - Consumer behavior changes linked to inflation are resulting in reduced spending and smaller basket sizes, contributing to a challenging earnings environment [4] Positive Aspects - Despite the challenges, there is resilient consumer demand for chicken as a cost-effective protein, particularly in the U.S. and Europe [5] - The company's branded portfolio, including products like Just Bare, is gaining traction, and its Case Ready and Prepared Foods segments are expanding distribution [5] - Foodservice trends favor PPC, as quick-service restaurants are increasingly offering chicken-based menu items to cater to value-conscious consumers [5] Earnings Prediction Insights - The current model does not predict an earnings beat for Pilgrim's Pride, as it holds a Zacks Rank of 5 (Strong Sell) and an Earnings ESP of 0.00% [6]

Core Insights - The Kraft Heinz Company (KHC) is expected to report declines in both revenue and earnings for the third quarter of 2025, with revenues projected at $6.26 billion, reflecting a 2% decrease year-over-year [1][8] - The earnings consensus has been revised downward to 57 cents per share, indicating a 24% decline from the previous year's quarter [2][8] Revenue and Earnings Projections - The Zacks Consensus Estimate for KHC's revenues is $6.26 billion, which represents a 2% drop from the same quarter last year [1][8] - The earnings per share estimate has been adjusted down by one cent to 57 cents, projecting a 24% decline compared to the year-ago quarter [2][8] Factors Impacting Performance - KHC is facing challenges in volume performance, which is affecting top-line growth due to shifting consumer preferences and macroeconomic pressures such as tariffs and inflation [3][4] - The company is experiencing a projected year-over-year decline of 2.8 percentage points in volume/mix, leading to an expected drop of 2.3 percentage points in organic net sales [4][5] Margin Pressures - KHC is dealing with margin pressure attributed to unfavorable volume/mix shifts, rising manufacturing and procurement costs, and adverse foreign currency impacts [4][5] - The adjusted gross margin is expected to contract by 140 basis points year-over-year to 32.9% in the third quarter of 2025 [5] Growth Strategies - The company is pursuing growth through targeted pricing, operational efficiencies, and innovation, with its Brand Growth System gaining momentum [6]

Core Insights - Service Corporation International (SCI) is expected to report an increase in both revenues and earnings for the third quarter of 2025, with revenues estimated at $1.04 billion, reflecting a 2.5% growth year-over-year [1] - The earnings consensus for SCI remains stable at 83 cents per share, indicating a 5.1% increase from the previous year's figure [2] Industry Positioning - SCI is well-positioned in the recession-resilient deathcare industry, benefiting from strong market leadership and a diverse mix of at-need and pre-need services, which provide reliable revenue streams [3][9] - Long-term demographic trends, particularly the aging baby boomer generation, are driving increased demand for funeral and cemetery services [3] Operational Performance - The company enters the third quarter with solid momentum, having achieved strong results in the first half of 2025, with the funeral segment being a major growth driver due to higher service volumes and rising average revenue per service [4] - Continued strength in both pre-need and at-need revenues indicates solid consumer trust and consistent demand [4] Strategic Growth Initiatives - SCI's disciplined capital deployment towards cemetery development, facility upgrades, and targeted acquisitions supports its growth strategy [5] - The management's balanced approach between organic growth and strategic mergers and acquisitions positions SCI to sustain earnings growth and enhance shareholder value [5] Earnings Prediction - The current model does not predict a definitive earnings beat for SCI, as it holds a Zacks Rank of 2 and an Earnings ESP of 0.00% [6]

Core Insights - Verisk (VRSK) is set to release its third-quarter fiscal 2025 results on October 29, before market open, with expectations of surpassing earnings estimates based on historical performance [1][11] Revenue Expectations - The Zacks Consensus Estimate for revenues is $774.7 million, reflecting a 6.8% increase from the same quarter last year, driven by subscription revenues, particularly in underwriting and claims [2][11] - Estimated revenues from the United States are $612.4 million, indicating a 5.5% year-over-year growth, while revenues from the U.K. are projected at $60.7 million, suggesting a 13.9% increase [3] - Revenues from other countries are expected to rise by 11.1% year-over-year to $75.4 million [3] Earnings Projections - The consensus estimate for earnings per share (EPS) is $1.69, which represents a 1.2% increase from the previous year, attributed to prudent cost control and margin expansion [4][11] - The model predicts an earnings beat for Verisk, supported by a positive Earnings ESP of +4.25% and a Zacks Rank of 3 (Hold) [5] Comparative Analysis - Other companies in the business services sector, such as Payoneer Global and Republic Services, are also expected to report earnings, with varying growth rates and earnings surprises [6][7][9]

Core Insights - Coeur Mining (CDE) is set to report its third-quarter 2025 results on October 29, with total sales estimated at $547 million, reflecting a 74% increase year-over-year [1][5] - The consensus estimate for earnings per share (EPS) is 25 cents, indicating a growth of 108% compared to the same quarter last year [1][5] - The company has a strong earnings surprise history, beating estimates in three of the last four quarters, with an average surprise of 126.47% [2][3] Financial Performance - The Zacks Consensus Estimate for third-quarter silver production is 5.0 million ounces, up 66% from 3.02 million ounces in the prior year, while gold production is expected to reach 111,000 ounces, a 17% increase from 95,000 ounces [14] - Coeur Mining's second-quarter 2025 silver production was 4.7 million ounces, a 79% year-over-year increase, with gold production at 108,487 ounces, up 38% [6][8] - The Las Chispas mine is expected to contribute significantly to the third-quarter results, with full-quarter output anticipated [8] Market Conditions - The favorable pricing environment has positively impacted Coeur Mining's performance, with gold prices averaging around $3,500 per ounce, up 41% year-over-year, and silver prices averaging $39.80 per ounce, up 34% [15] - The company maintained its 2025 production guidance of 380,000–440,000 ounces of gold and 16.7–20.25 million ounces of silver, suggesting year-over-year increases of 20% and 62% at the midpoint [7] Stock Performance - Coeur Mining's shares have increased by 231.8% year-to-date, significantly outperforming the non-ferrous mining industry's growth of 24.1% [17]

Core Insights - Prudential Financial Inc. (PRU) is anticipated to show an improvement in revenues but a decline in earnings for Q3 2025, with results expected on October 29 [1] Revenue and Earnings Estimates - The Zacks Consensus Estimate for PRU's Q3 revenues is $13.98 billion, reflecting a 28.2% decrease from the previous year [2] - The consensus estimate for earnings is $3.60 per share, indicating a year-over-year increase of 3.4% [2] - The earnings estimate has increased by 0.8% over the past 30 days [2] Earnings Prediction Model - The model indicates a likely earnings beat for PRU, supported by a positive Earnings ESP of +0.52% and a Zacks Rank of 3 (Hold) [3][4] Factors Influencing Q3 Results - The U.S. business is expected to benefit from improved underwriting results in Individual Life, Group Insurance, and Institutional Retirement Strategies, although this may be offset by lower fee income from traditional variable annuities [5] - International operations are likely to see gains from higher underwriting results and net investment spreads, but increased expenses may counteract these benefits [6] - The Individual Retirement Strategies segment is projected to benefit from higher net investment income, driven by growth in indexed variable and fixed annuities, despite lower asset management fees [7] Investment Income and Expenses - Assets under management are expected to rise due to market appreciation and strong investment performance, with net investment income projected to increase by 0.7% to $4.5 billion [8][10] - Total expenses are anticipated to rise to $12.5 billion, influenced by higher policyholder benefits and amortization of deferred policy acquisition costs [9] Summary of U.S. and International Operations - PRU's U.S. units are likely to gain from improved underwriting across key insurance lines, while international operations are expected to benefit from higher underwriting and investment spreads [10]

Core Insights - Enterprise Products Partners LP (EPD) is scheduled to report its third-quarter 2025 results on October 30, before market opening [1] - In the previous quarter, EPD's adjusted earnings were 66 cents per unit, surpassing the Zacks Consensus Estimate of 65 cents, driven by record natural gas processing and pipeline volumes [1] - EPD has beaten the Zacks Consensus Estimate in two of the last four quarters, with an average surprise of approximately 0.01% [1] Earnings Estimates - The Zacks Consensus Estimate for EPD's third-quarter earnings per unit is 67 cents, reflecting a 3.1% increase from the same period last year [2] - The estimated revenue for the quarter is $12.69 billion, indicating a 7.9% decline compared to the previous year's figures [2] Operational Factors - EPD operates a pipeline network exceeding 50,000 miles, transporting various energy products, and has over 300 million barrels of liquids storage capacity, which is expected to contribute to stable fee-based revenues [3] - The gross operating margin from the Natural Gas Pipelines & Services segment is estimated at $402.33 million, an increase from $349 million a year ago [4] Earnings Whispers - Current analysis suggests that EPD may not achieve an earnings beat this quarter, with an Earnings ESP of -3.23% and a Zacks Rank of 4 (Sell) [5] Comparative Stocks - BP is highlighted as a stock with potential for an earnings beat, with an Earnings ESP of +1.87% and a Zacks Rank of 3, set to report on November 4 [6] - ConocoPhillips and Antero Midstream Corporation are also mentioned as stocks with positive Earnings ESPs and Zacks Ranks of 3, with upcoming earnings reports [8][9]

Core Insights - Phillips 66 (PSX) is scheduled to report its third-quarter 2025 results on October 29, with adjusted earnings per share (EPS) expected at $2.07, reflecting a 1.5% year-over-year increase, while revenues are projected to decline by 17.3% to $29.9 billion [1][2][7] Earnings Performance - In the previous quarter, PSX reported adjusted earnings of $2.38 per share, surpassing the Zacks Consensus Estimate of $1.66, driven by increased refining volumes and higher refining margins [1] - PSX has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of approximately 19.2% [1] Revenue and Pricing Trends - The Zacks Consensus Estimate for revenues in the upcoming quarter is $29.9 billion, which represents a 17.3% decrease compared to the same period last year [2] - Average spot prices for West Texas Intermediate (WTI) crude in July, August, and September were $68.39, $64.86, and $63.96 per barrel, respectively, which are lower than the previous year's averages of $81.80, $76.68, and $70.24 [3] Business Segments - The softer pricing environment is expected to benefit PSX, as a significant portion of its earnings comes from the refining business [4] - The midstream segment is anticipated to generate stable cash flows, with a projected 5.1% year-over-year increase in pre-tax adjusted income [4] Earnings Expectations - Current analysis indicates that PSX is not expected to beat earnings this quarter, with an Earnings ESP of 0.00% and a Zacks Rank of 2 (Buy) [5] - The combination of a positive Earnings ESP and a higher Zacks Rank typically increases the likelihood of an earnings beat, which is not the case for PSX this time [5] Comparative Stocks - BP and ConocoPhillips are mentioned as potential stocks to consider, with BP having an Earnings ESP of +1.87% and ConocoPhillips at +0.34% [6][8]

Core Insights - American Electric Power Company, Inc. (AEP) is set to release its third-quarter 2025 results on October 29, before market open [1] - The company achieved an earnings surprise of 11.72% in the last quarter, with a trailing four-quarter average earnings surprise of 6.61% [1] Factors Influencing Q3 Results - Warmer-than-normal weather conditions in AEP's service territories likely increased electricity demand for cooling, positively impacting revenue [2] - Favorable rate revisions, industrial load growth, data center demand, and higher normalized retail sales due to economic development in AEP's operating states are expected to contribute to revenue growth [3] - Increased operating & maintenance (O&M), interest expenses, and depreciation expenses may negatively affect earnings, but positive revenue expectations are anticipated to support bottom-line performance [4] Q3 Expectations - The Zacks Consensus Estimate for AEP's sales is $5.64 billion, indicating a year-over-year growth of 4.5% [5] - The consensus estimate for earnings is $1.80 per share, reflecting a year-over-year decline of 2.7% [5] - Total energy sales for vertically integrated utilities are estimated at 28.87 billion kWh, showing a year-over-year growth of 0.9% [5] Earnings Prediction Model - The current model does not predict an earnings beat for AEP, with an Earnings ESP of -2.35% and a Zacks Rank of 3 (Hold) [6][7] Industry Comparisons - Other industry players like Xcel Energy, Eversource Energy, and Duke Energy are also set to report their Q3 results, with varying Earnings ESPs and growth rates [9][10][11]

Core Viewpoint - NCS Multistage Holdings Inc (NCSM) is expected to report its third-quarter 2025 results on October 29, with adjusted earnings anticipated to show a significant decline compared to the previous year [1][8]. Earnings Estimates - The Zacks Consensus Estimate for NCSM's third-quarter earnings per share is $1.17, reflecting a 22% decrease from the prior year's reported figure [2][8]. - Revenue estimates stand at $46.1 million, indicating a 4.8% increase year-over-year [2][8]. Market Conditions - Average spot prices for West Texas Intermediate (WTI) crude oil in July, August, and September were $68.39, $64.86, and $63.96 per barrel, respectively, which is lower than the previous year's averages of $81.80, $76.68, and $70.24 per barrel [3][4]. - The softer pricing environment is likely to negatively impact NCSM's business, as the company provides services and products for optimizing oil and gas wells [4]. Earnings Performance Indicators - NCSM has an Earnings ESP of 0.00%, indicating no expected earnings beat for this reporting cycle [5]. - The company currently holds a Zacks Rank of 3 (Hold) [5]. Comparative Stocks - BP and ConocoPhillips are highlighted as companies with better earnings prospects, with BP having an Earnings ESP of +1.87% and ConocoPhillips at +0.34% [6][7].