Core Viewpoint - The market anticipates Aon (AON) to report a year-over-year increase in earnings driven by higher revenues for the quarter ended September 2025, with a focus on how actual results compare to estimates [1][2]. Earnings Expectations - Aon is expected to post quarterly earnings of $2.89 per share, reflecting a year-over-year increase of +6.3% [3]. - Revenues are projected to reach $3.94 billion, which is a 5.9% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.62% over the last 30 days, indicating a reassessment by analysts [4]. - Aon has a positive Earnings ESP of +0.60%, suggesting analysts have recently become more optimistic about the company's earnings prospects [12]. Earnings Surprise History - In the last reported quarter, Aon was expected to post earnings of $3.4 per share but actually delivered $3.49, resulting in a surprise of +2.65% [13]. - Over the past four quarters, Aon has exceeded consensus EPS estimates three times [14]. Industry Comparison - Another player in the insurance brokerage industry, Arthur J. Gallagher (AJG), is expected to report earnings of $2.51 per share, indicating a year-over-year change of +11.1% [18]. - AJG's revenues are anticipated to be $3.45 billion, up 25.8% from the previous year [19].

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Dominion Energy, despite an expected increase in revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Dominion Energy is projected to report quarterly earnings of $0.93 per share, reflecting a -5.1% change year-over-year, while revenues are expected to reach $4.19 billion, up 6.3% from the previous year [3]. - The earnings report is scheduled for release on October 31, and better-than-expected results could lead to a stock price increase, whereas a miss could result in a decline [2]. Estimate Revisions - The consensus EPS estimate has been revised 22.92% higher in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Dominion Energy matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the potential deviation of actual earnings from consensus estimates, with positive readings being more predictive of earnings beats [9][10]. - Dominion Energy's current Zacks Rank is 2, which complicates the prediction of an earnings beat due to the 0% Earnings ESP [12]. Historical Performance - In the last reported quarter, Dominion Energy exceeded the expected earnings of $0.69 per share by delivering $0.75, resulting in a surprise of +8.70% [13]. - Over the past four quarters, the company has consistently beaten consensus EPS estimates [14]. Conclusion - While Dominion Energy does not appear to be a strong candidate for an earnings beat, other factors should also be considered when evaluating the stock ahead of its earnings release [17].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Imperial Oil despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Imperial Oil is expected to report quarterly earnings of $1.32 per share, reflecting a year-over-year decrease of 22.8%, while revenues are projected to be $11.98 billion, an increase of 23.2% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 6.81% 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 +12.12% for Imperial Oil, suggesting analysts are optimistic about the company's earnings prospects [12]. Historical Performance - Imperial Oil has consistently beaten consensus EPS estimates, achieving this in the last four quarters, including a surprise of +9.84% in the most recent quarter [13][14]. Investment Considerations - While a positive earnings surprise is likely, other factors may influence stock performance, making it essential to consider the broader context beyond just earnings results [15][17].

Core Viewpoint - The market anticipates Magna (MGA) will report a year-over-year decline in earnings due to lower revenues in its upcoming earnings report for the quarter ended September 2025 [1] Earnings Expectations - Magna is expected to post quarterly earnings of $1.24 per share, reflecting a year-over-year change of -3.1% [3] - Revenues are projected to be $10.01 billion, down 2.6% from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 1.24% higher over the last 30 days, indicating a reassessment by analysts [4] - A positive Earnings ESP of +1.34% suggests analysts have recently become more optimistic about Magna's earnings prospects [12] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the deviation of actual earnings from consensus estimates, with positive readings being more reliable [9][10] - Magna's current Zacks Rank is 3, which, combined with the positive Earnings ESP, suggests a likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Magna exceeded expectations by delivering earnings of $1.44 per share against an expected $1.19, resulting in a surprise of +21.01% [13] - Over the past four quarters, Magna has beaten consensus EPS estimates two times [14] Industry Comparison - Another company in the automotive sector, LCI (LCII), is expected to report earnings of $1.46 per share, indicating a year-over-year increase of +5% [18] - LCI's revenues are projected to be $962.83 million, up 5.2% from the previous year, with a positive Earnings ESP of +1.6% and a Zacks Rank of 2, suggesting a strong likelihood of beating estimates [19][20]

Company Overview - Oil States International (OIS) is expected to report earnings for the quarter ended September 2025, with a consensus estimate of $0.10 per share, reflecting a year-over-year increase of 150% [3] - Revenues are anticipated to be $167.52 million, which represents a decline of 3.9% compared to the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for release on October 31, and the stock price may increase if the actual results exceed expectations [2] - Conversely, if the results fall short, the stock may decline [2] Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 5.71%, indicating a reassessment by analysts [4] - The Most Accurate Estimate for OIS is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -10.00% [12] Historical Performance - In the last reported quarter, OIS met the expected earnings of $0.09 per share, resulting in no surprise [13] - Over the past four quarters, the company has beaten consensus EPS estimates twice [14] Industry Context - In the broader context of the Zacks Oil and Gas - Mechanical and Equipment industry, Nov Inc. is expected to report earnings of $0.24 per share, reflecting a year-over-year decrease of 27.3% [18] - Nov Inc.'s revenue is projected to be $2.14 billion, down 2.5% from the previous year [18]

Core Viewpoint - ONEOK Inc. (OKE) is set to release its third-quarter 2025 results on October 28, with expectations of strong performance driven by strategic acquisitions and increased natural gas processing volumes [1][5]. Factors Impacting Q3 Performance - In July 2025, ONEOK acquired an additional 30% stake in BridgeTex Pipeline Company, LLC, raising its ownership to 60%, which is expected to enhance cost efficiencies and profitability [2]. - The company is anticipated to benefit from strong fee-based contracts, with over 90% of revenues generated from such contracts [2]. - Increased well completions in the Rocky Mountain and Mid-Continent regions are likely to have boosted natural gas gathering and processing volumes [3]. - Sustained demand growth for refined products is expected due to the peak summer travel season, with mid-single digit rate increases following July tariff adjustments likely to enhance revenues [4]. Q3 Expectations - The Zacks Consensus Estimate for earnings is $1.45 per share, reflecting a year-over-year increase of 22.9% [5]. - Revenue estimates are set at $9.42 billion, indicating an 87.5% year-over-year jump [5]. - Raw feed throughput is expected to reach 1,542.23 thousand barrels of natural gas liquid per day, up 16.5% year over year [5]. - Natural gas processing volumes are estimated at 5,690.49 million cubic feet of gas per day, a 2.1% increase from the previous quarter [6]. Earnings Prediction Insights - The Earnings ESP for ONEOK is +0.47%, but the current Zacks Rank is 4 (Sell), indicating uncertainty regarding an earnings beat [7][8].

Core Viewpoint - Cardinal Health, Inc. (CAH) is expected to report strong first-quarter fiscal 2026 results, with adjusted earnings per share (EPS) anticipated to increase by 17.6% year-over-year, driven by robust pharmaceutical demand and new customer acquisitions [1][7]. Group 1: Performance Expectations - The company is projected to achieve revenues of $59.05 billion for the first quarter, reflecting a 13% increase from the previous year [7]. - The Pharmaceutical and Specialty Solutions unit is likely to be a key driver of revenue growth, benefiting from steady brand and generics volume growth, as well as contributions from biosimilars and GLP-1 therapies [3][9]. - The Other segment, which includes growth businesses like at-Home Solutions and Nuclear and Precision Health, is expected to show strong double-digit growth, with estimated sales of $1.49 billion [5]. Group 2: Segment Analysis - The Pharmaceutical and Specialty Solutions segment is estimated to generate $53.58 billion in sales, supported by increasing specialty penetration and new customer wins [3]. - The Global Medical Products and Distribution (GMPD) segment is projected to have sales of $3.19 billion, although margins may be pressured by tariff-related costs [4]. - U.S. and international sales are estimated at $57.82 billion and $437 million, respectively, with higher selling, general and administrative (SG&A) expenses potentially impacting operating leverage [6]. Group 3: Market Position and Valuation - Cardinal Health's shares have gained 1.2% over the past three months, underperforming the Medical - Dental Supplies sector and the S&P 500 [11]. - The company's forward 12-month price-to-earnings (P/E) ratio is 16.3X, which is below the industry average of 16.8X, indicating a potential valuation opportunity [15]. - The company is building a durable growth runway through its Pharmaceutical and Specialty Solutions business, supported by acquisitions and expansion into high-growth therapeutic areas [16][19]. Group 4: Growth Initiatives - The Biopharma Solutions segment is expected to grow at an annual rate of 20%, driven by technology-enabled services [17]. - The at-Home Solutions segment is capitalizing on the increasing demand for home healthcare, supported by recent acquisitions and distribution center expansions [18]. - Supply-chain modernization and growth in Cardinal-branded products in GMPD are expected to contribute to sustained earnings growth and margin expansion [19].

Core Insights - Charles River Laboratories International, Inc. (CRL) is set to report its third-quarter 2025 results on November 5, with adjusted earnings per share (EPS) of $3.12 in the last quarter exceeding the Zacks Consensus Estimate by 24.80% [1] Q3 Estimates - The Zacks Consensus Estimate for CRL's revenues is $984.6 million, indicating a 2.5% decline from the previous year [2] - The Zacks Consensus Estimate for EPS is $2.32, reflecting a 10.4% year-over-year decrease [2] Estimate Revision Trend - Earnings estimates for CRL's third quarter have decreased by 1 cent in the past week [3] Factors Impacting Performance - **Research Models and Services (RMS)**: Expected revenue growth of 6.5% in Q3 2025, driven by strong sales in research model services and favorable pricing, particularly in the GEMS and Insourcing Solutions businesses [4][5] - **Discovery and Safety Assessment (DSA)**: Anticipated revenue decline of 7% due to budget pressures from biopharmaceutical clients and cash constraints faced by smaller biotech firms [6][8] - **Manufacturing Solutions**: Projected revenue drop of 0.6% in Q3 2025, influenced by geopolitical tensions and supply chain disruptions, although the Microbial Solutions business is expected to perform well [9][10] Earnings Whispers - CRL has an Earnings ESP of +0.61% and a Zacks Rank of 3, indicating a moderate chance of beating estimates [11]

Core Viewpoint - Southern Company is expected to report third-quarter earnings of $1.50 per share on revenues of $7.6 billion, reflecting a year-over-year improvement in earnings and revenue despite potential cost pressures [1][8]. Group 1: Previous Quarter Performance - In the last reported quarter, Southern Company achieved adjusted earnings per share of 91 cents, exceeding the Zacks Consensus Estimate by 4 cents, with sales of $7 billion surpassing the consensus by 6.2% [2]. - The company has topped the Zacks Consensus Estimate for earnings in three of the last four quarters, with an average earnings surprise of 3.2% [3]. Group 2: Third Quarter Estimates - The Zacks Consensus Estimate for the third-quarter earnings has been revised 2% downward in the past week, indicating a 4.9% improvement year over year, while revenue estimates suggest a 4.1% increase from the previous year [3]. - The estimated net income for Southern Company is projected at $1.5 billion, reflecting a 0.9% decrease from the year-ago quarter [5]. Group 3: Market and Economic Factors - Southern Company serves 9 million customers in the Southeast, benefiting from strong regional economic growth and significant capital investments, with $2 billion in new projects and 6,000 jobs announced in the second quarter of 2025 [4]. - Demand from industrial and data center sectors is expected to continue driving long-term load expansion, positively impacting earnings and cash flows [4]. Group 4: Cost Pressures - The company has flagged risks related to timing and costs associated with new capacity delivery, with upward pressure on generation costs and higher operating expenses noted in the previous quarter [5]. - The increasing cost trend is anticipated to persist in the third quarter, potentially affecting overall earnings negatively [5]. Group 5: Earnings Prediction Model - The Zacks model does not predict a definitive earnings beat for Southern Company in the third quarter, with an Earnings ESP of -0.22% and a Zacks Rank of 3 [6][7].

Core Insights - Nucor Corporation (NUE) is scheduled to release its third-quarter 2025 results on October 27, with expectations of lower earnings across all segments compared to the previous quarter [1][5][7] - The company has a trailing four-quarter earnings surprise of approximately 27.4% on average, having surpassed the Zacks Consensus Estimate in three of the last four quarters [1][10] - Nucor's shares have declined by 2.1% over the past year, contrasting with a 10.2% increase in the Zacks Steel Producers industry [2] Revenue Estimates - The Zacks Consensus Estimate for Nucor's third-quarter consolidated revenues is $8,162.8 million, indicating a year-over-year increase of 9.7% [4] Factors Affecting Performance - Lower segment earnings are anticipated to negatively impact Nucor's performance, with expectations of decreased earnings in the steel mills, steel products, and raw materials segments [5][7] - The steel mills segment is expected to experience reduced earnings due to lower volumes and margin compression, while the steel products segment may see decreased earnings from higher average costs per ton [5] - The raw materials segment is also projected to earn lower profits due to weaker profitability in scrap processing operations [5] Market Conditions - U.S. steel prices have retreated in the third quarter amid cautious buyer activity, with hot-rolled coil (HRC) prices dropping to around $800 per short ton from a peak of nearly $950 per short ton earlier in the year [8] - Despite the decline in prices, stable selling prices are expected to have supported Nucor's performance, with an estimated average sales price per ton for the steel mills unit at $1,041, remaining stable sequentially [9] Earnings Prediction Model - The current model does not predict an earnings beat for Nucor this quarter, with an Earnings ESP of -1.28% and a Zacks Rank of 4 (Sell) [10][11]