Core Insights - Ares Capital Corporation (ARCC) is expected to report a decline in revenues and earnings for Q3 2025, with earnings projected at 50 cents, reflecting a 13.8% decrease year-over-year [1][3][7] - The company has a history of weak earnings surprises, having missed the Zacks Consensus Estimate in the last four quarters [2] Earnings and Sales Projections - The Zacks Consensus Estimate for ARCC's sales is $763.74 million, indicating a 1.5% decline from the previous year [3] - Interest income from investments is estimated at $545.92 million, down 3.9% year-over-year, while other income is projected at $17.43 million, reflecting a 3.2% decrease [4] Other Key Estimates - Capital structuring service fees are expected to grow by 8.2% to $41.1 million, and dividend income is projected to rise by 1.6% to $153.44 million [5] - The company has been facing higher expenses due to investments in venture growth stage companies, which are likely to impact quarterly performance [5][7] Earnings Whispers - The Earnings ESP for Ares Capital is 0.00%, and it currently holds a Zacks Rank of 4 (Sell), indicating a lack of favorable conditions for an earnings beat [6]

Core Insights - The Hartford Insurance Group, Inc. (HIG) is set to release its third-quarter 2025 results on October 27, with earnings expected to be $3.13 per share, reflecting a 23.7% increase from the same quarter last year [1][6] - The Zacks Consensus Estimate for revenues is projected at $5 billion, indicating a 7.9% growth year-over-year [2][6] Earnings Estimates and Revisions - The third-quarter earnings estimate has seen five upward revisions and one downward revision in the past 30 days [2] - The Earnings ESP for The Hartford is +0.91%, with the most accurate estimate at $3.16 per share, higher than the consensus estimate [5] Revenue Breakdown - Business Insurance is expected to contribute significantly, with earned premiums estimated at $3.5 billion, reflecting growth driven by rate increases and new business [7] - Personal Insurance is projected to have earned premiums of $949 million, a 7.2% increase from the prior year, supported by rate hikes and higher insured values [8] - Employee Benefits revenues are anticipated to reach $1.8 billion, driven by strong persistency rates and improved sales, although offset by rising technology and staffing costs [9] - Overall net investment income is expected to be $709 million, suggesting a 7.6% growth year-over-year [10] Cost and Margin Pressures - The bottom line is likely to be pressured by increased benefits, losses, and higher operating costs, alongside ongoing investments in digital capabilities [11]

Core Insights - Smurfit Westrock PLC (SW) is set to report its third-quarter 2025 results on October 29, with expected revenues of $7.98 billion, reflecting a 4% year-over-year growth, and earnings per share (EPS) projected at 68 cents, up from 48 cents in the previous year [1][5]. Financial Estimates - The Zacks Consensus Estimate for SW's third-quarter 2025 revenues is $7.98 billion, indicating a 4% increase from the same quarter last year [1][5]. - The EPS estimate for the third quarter is 68 cents, representing a year-over-year rise from 48 cents [1][5]. - The consensus mark for earnings has decreased by 6.8% over the past 60 days [1]. Earnings Surprise History - Smurfit Westrock has a mixed earnings surprise history, beating the Zacks Consensus Estimate once in the last four quarters and missing it three times, with an average surprise of negative 22.8% [2][3]. Segment Performance - The Europe, MEA, and APAC segment is expected to generate revenues of $2.80 billion, up from $2.65 billion in the prior year, with an adjusted EBITDA of $447 million [7]. - The North America segment's revenue is projected at $4.64 billion, compared to $4.53 billion in the previous year, with an adjusted EBITDA of $780 million, indicating flat year-over-year growth [8]. - The LATAM segment's revenue estimate is $506 million, showing growth from $494 million, but the adjusted EBITDA is expected to decline to $113 million from $116 million [9]. Market Trends and Challenges - Demand for corrugated packaging and containerboard remains stable, driven by essential items like food and beverages, alongside strong e-commerce growth and a shift towards sustainable packaging [3][4]. - However, weak volumes in Europe and lower box demand are anticipated to negatively impact results, despite expectations of achieving an adjusted EBITDA of $1.3 billion for the quarter [4][5][6]. Earnings Prediction - The model predicts a potential earnings beat for Smurfit Westrock, supported by a positive Earnings ESP of +2.94% and a Zacks Rank of 3 (Hold) [10].

Core Viewpoint - Parsons (PSN) has consistently beaten earnings estimates and is well-positioned for future earnings surprises, particularly with an upcoming report expected on November 5, 2025 [1][7]. Earnings Performance - For the most recent quarter, Parsons reported earnings of $0.78 per share, exceeding the expected $0.74 per share, resulting in a surprise of 5.41% [2]. - The average surprise for the last two quarters was also 5.41%, indicating a strong performance trend [1][2]. Earnings Estimates and Predictions - Estimates for Parsons have been trending higher, supported by its history of earnings surprises [4]. - The company currently has an Earnings ESP of +2.49%, suggesting analysts are optimistic about its earnings prospects [7]. - A positive Earnings ESP combined with a Zacks Rank of 3 (Hold) indicates a potential for another earnings beat [7]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [5]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [6].

Core Insights - Allient (ALNT) is positioned to continue its earnings-beat streak, particularly in the upcoming earnings report [1] - The company has a history of exceeding earnings estimates, with an average surprise of 29.07% over the last two quarters [1][5] Earnings Performance - In the most recent quarter, Allient reported earnings of $0.57 per share, surpassing the expected $0.48 per share, resulting in an 18.75% surprise [2] - For the previous quarter, the company reported $0.46 per share against an expectation of $0.33 per share, leading to a surprise of 39.39% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Allient, indicated by a positive Earnings ESP (Expected Surprise Prediction) [5] - The current Earnings ESP for Allient is +8.00%, suggesting analysts have recently become more optimistic about the company's earnings prospects [8] Zacks Rank and Predictive Power - Allient holds a Zacks Rank of 3 (Hold), which, when combined with a positive Earnings ESP, indicates a high likelihood of another earnings beat [8] - Research shows that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [6] Importance of Earnings ESP - The Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7] - A negative Earnings ESP reduces predictive power but does not necessarily indicate an earnings miss [9]

Core Insights - Celestica (CLS) is positioned to continue its earnings-beat streak, having a history of exceeding earnings estimates, particularly in the last two reports [1][2] - The company has an average surprise of 10.10% over the past two quarters, with the most recent earnings reported at $1.39 per share, surpassing the expected $1.24 by 12.10% [2][5] - Recent estimates for Celestica have been increasing, with a positive Earnings ESP of +2.49%, indicating bullish sentiment among analysts [5][8] Earnings Performance - In the previous quarter, Celestica reported earnings of $1.20 per share against an expectation of $1.11, resulting in a surprise of 8.11% [2] - The upcoming earnings report is anticipated on October 27, 2025, with expectations for continued strong performance [8] Earnings ESP and Zacks Rank - The Zacks Earnings ESP metric suggests that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of beating consensus estimates [6][7] - Celestica's current Zacks Rank is 2 (Buy), which, combined with its positive Earnings ESP, indicates a strong likelihood of another earnings beat [8]

Core Viewpoint - UMB Financial (UMBF) is positioned to continue its earnings-beat streak, having surpassed earnings estimates consistently in recent quarters [1][5]. Earnings Performance - In the most recent quarter, UMB reported earnings of $2.96 per share, exceeding the expected $2.35 per share by 25.96% [2]. - For the previous quarter, UMB's earnings were $2.58 per share against an expectation of $2.21 per share, resulting in a surprise of 16.74% [2]. Earnings Estimates and Predictions - UMB's earnings estimates have been trending higher, supported by its history of earnings surprises [5]. - The stock has a positive Zacks Earnings ESP of +0.49%, indicating bullish sentiment among analysts regarding the company's earnings prospects [8]. - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) suggests a strong likelihood of another earnings beat in the upcoming report [8]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [7].

Core Insights - Voya Financial is positioned to continue its earnings-beat streak, having surpassed earnings estimates by an average of 25.03% in the last two quarters [1][5] Earnings Performance - For the last reported quarter, Voya achieved earnings of $2.4 per share, exceeding the Zacks Consensus Estimate of $2.09 per share by 14.83% [2] - In the previous quarter, Voya's earnings were $2.15 per share against an expected $1.59 per share, resulting in a surprise of 35.22% [2] Earnings Estimates and Predictions - Estimates for Voya have been trending higher due to its history of earnings surprises, with a positive Zacks Earnings ESP of +0.76%, indicating bullish sentiment among analysts [5][8] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high probability of another earnings beat, with historical data showing that nearly 70% of stocks with this combination exceed consensus estimates [6][8] Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions which may provide more accurate predictions [7] - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9] Importance of Earnings ESP - Monitoring a company's Earnings ESP before quarterly releases is crucial for increasing the likelihood of successful investment decisions [10]

Core Viewpoint - Triple Flag Precious Metals (TFPM) is positioned well to continue its trend of beating earnings estimates in the upcoming quarterly report [1]. Group 1: Earnings Performance - Triple Flag has a strong history of surpassing earnings estimates, averaging a 9.77% beat over the last two quarters [2]. - In the most recent quarter, the company reported earnings of $0.24 per share, exceeding the expected $0.21 per share, resulting in a surprise of 14.29% [3]. - For the previous quarter, Triple Flag's earnings of $0.20 per share also surpassed the consensus estimate of $0.19 per share, yielding a surprise of 5.26% [3]. Group 2: Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Triple Flag, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating potential for another earnings beat [6]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [7]. - Currently, Triple Flag has an Earnings ESP of +2.33%, suggesting analysts are optimistic about its near-term earnings potential, combined with a Zacks Rank of 1 (Strong Buy) [9].

Core Viewpoint - Magnolia Oil & Gas Corporation (MGY) is expected to report third-quarter 2025 earnings on October 29, with earnings estimated at 41 cents per share and revenues at $319.2 million, reflecting a year-over-year decline in revenues and earnings [1][8]. Group 1: Recent Performance - In the last reported quarter, MGY achieved a net profit of 43 cents per share, exceeding the Zacks Consensus Estimate of 40 cents, driven by increased production volumes and strong well productivity in the Giddings asset [2]. - Total revenues for the last quarter were $319 million, surpassing the Zacks Consensus Estimate of $314 million, with MGY delivering an average surprise of 6.5% over the last four quarters [2]. Group 2: Estimate Revisions - The Zacks Consensus Estimate for third-quarter 2025 earnings has increased by 2.5% in the past week, although it indicates a 21.2% decrease year-over-year [3]. - Revenue estimates for the third quarter show a decline of 4.2% compared to the previous year [3]. Group 3: Operational Insights - MGY generates revenues by acquiring land or leases with oil and natural gas reserves, primarily in South Texas, focusing on areas like the Eagle Ford Shale and Austin Chalk [4]. - The company is expected to see a decrease in total revenues in the upcoming quarter, with a projected revenue drop from $333.1 million in the year-ago quarter [5]. - Despite an anticipated increase in total production volumes, the average realized price is expected to decline, which may impact profitability [5]. Group 4: Cost and Production Outlook - Gathering, transportation, and processing expenses are projected to reach $16.2 million in the third quarter, a 51.4% increase from $10.7 million in the same quarter last year [5]. - Positive factors include an expected boost in production volumes and an increase in the average realized price of natural gas liquids and natural gas, which may help offset higher operating costs [6][8]. Group 5: Earnings Prediction - The Zacks model does not predict a definitive earnings beat for MGY this season, as the combination of a positive Earnings ESP and a Zacks Rank of 1, 2, or 3 is not present [7]. - MGY's Earnings ESP stands at +2.06%, indicating a slight positive outlook, but the overall ranking is 4 (Sell) [9].