Core Viewpoint - Weyerhaeuser (WY) is anticipated to report a year-over-year decline in earnings due to lower revenues, with a consensus EPS estimate of a loss of $0.07 per share, reflecting a significant decrease of 240% compared to the previous year [1][3]. Financial Expectations - Revenues for the upcoming quarter are projected to be $1.65 billion, which is a decrease of 1.9% from the same quarter last year [3]. - The consensus EPS estimate has been revised downwards by 560% over the last 30 days, indicating a significant reassessment by analysts [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Weyerhaeuser aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [12]. - Weyerhaeuser currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Weyerhaeuser exceeded the consensus EPS estimate by delivering earnings of $0.12 per share against an expectation of $0.10, resulting in a surprise of +20.00% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Industry Comparison - UFP Industries (UFPI), another player in the building products industry, is expected to report an EPS of $1.37 for the same quarter, reflecting a year-over-year decline of 16.5% [18]. - UFP Industries' revenues are anticipated to be $1.61 billion, down 2.3% from the previous year, with a consensus EPS estimate revised 2.7% lower recently [19].

Core Viewpoint - The market anticipates Ametek (AME) will report a year-over-year increase in earnings and revenues for the quarter ended September 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Ametek is expected to report quarterly earnings of $1.76 per share, reflecting a +6% change year-over-year, and revenues of $1.82 billion, which is a 6.4% increase from the previous year [3]. - The earnings report is scheduled for release on October 30, and better-than-expected results could lead to a stock price increase, while disappointing results may cause a decline [2]. Estimate Revisions - The consensus EPS estimate has been revised 0.86% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - Ametek's Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.21%, suggesting a bullish outlook from analysts [12]. Historical Performance - Ametek has consistently beaten consensus EPS estimates, achieving this in the last four quarters, including a +5.95% surprise in the last reported quarter [13][14]. Predictive Indicators - A positive Earnings ESP combined with a Zacks Rank of 2 indicates a strong likelihood of Ametek beating the consensus EPS estimate [10][12]. - The predictive power of the Earnings ESP is significant, particularly for positive readings, enhancing the chances of an earnings beat [9][10].

Core Viewpoint - FirstCash Holdings (FCFS) is expected to report a year-over-year increase in earnings and revenues for the quarter ended September 2025, with the consensus outlook being crucial for assessing the company's earnings picture [1] Earnings Expectations - The consensus EPS estimate for FirstCash is $1.91 per share, reflecting a year-over-year increase of +14.4% [3] - Revenues are anticipated to be $839.63 million, which is a slight increase of 0.3% from the previous year [3] Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' assessments [4] - The Most Accurate Estimate for FirstCash is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +3.67%, suggesting a bullish outlook from analysts [12] Earnings Surprise Prediction - A positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10] - FirstCash holds a Zacks Rank of 2, indicating a high likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, FirstCash exceeded the expected earnings of $1.66 per share by delivering $1.79, resulting in a surprise of +7.83% [13] - Over the past four quarters, FirstCash has consistently beaten consensus EPS estimates [14] Industry Context - In the Zacks Financial Transaction Services industry, Wex (WEX) is also expected to report earnings of $4.42 per share for the same quarter, with a year-over-year change of +1.6% and revenues of $679.81 million, up 2.2% [18] - Wex has an Earnings ESP of +0.65% and a Zacks Rank of 2, indicating a strong likelihood of surpassing the consensus EPS estimate [19]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Fortune Brands Innovations (FBIN) despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected to show earnings of $1.10 per share, reflecting a -5.2% change year-over-year, while revenues are projected at $1.18 billion, a 2% increase from the previous year [3]. - The consensus EPS estimate has been revised down by 0.55% over the last 30 days, indicating a bearish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for FBIN is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.02% [12]. - The stock currently holds a Zacks Rank of 4, suggesting a sell rating, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, FBIN exceeded the expected earnings of $0.98 per share by delivering $1.00, resulting in a surprise of +2.04% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Industry Comparison - Another company in the same industry, Watsco (WSO), is expected to report earnings of $4.21 per share, reflecting a -0.2% year-over-year change, with revenues anticipated at $2.11 billion, down 2.2% from the previous year [18][19]. - Watsco's consensus EPS estimate has been revised down by 11.7% in the last 30 days, leading to an Earnings ESP of -5.53% and a Zacks Rank of 4 [19][20].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for First Guaranty Bancshares (FGBI) due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - First Guaranty Bancshares is expected to report a quarterly loss of $0.32 per share, reflecting a year-over-year change of -390.9% [3]. - Revenues are projected to be $24.47 million, down 9.7% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 3000% lower in the last 30 days, indicating a significant reassessment by analysts [4]. - The Most Accurate Estimate for First Guaranty Bancshares aligns with 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 likely deviation of actual earnings from the consensus estimate, with predictive power being significant for positive readings only [9][10]. - First Guaranty Bancshares currently holds a Zacks Rank of 5, making it challenging to predict an earnings beat [12][13]. Historical Performance - In the last reported quarter, the company was expected to post a loss of $0.20 per share but instead reported a loss of -$0.61, resulting in a surprise of -205.00% [14]. - Over the past four quarters, First Guaranty Bancshares has beaten consensus EPS estimates twice [15]. Industry Comparison - Renasant (RNST), a peer in the Southeast banking industry, is expected to report earnings per share of $0.79, indicating a year-over-year increase of +12.9% [19]. - Renasant's revenues are projected to be $266.1 million, up 20.8% from the previous year, with an Earnings ESP of +0.95% suggesting a likely earnings beat [20].

Core Viewpoint - Fox (FOXA) is anticipated to report a year-over-year decline in earnings despite an increase in revenues, which could significantly influence its stock price depending on how actual results compare to estimates [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on October 30, with a consensus estimate of $1.06 per share, reflecting a year-over-year decrease of 26.9%. Revenues are projected to be $3.58 billion, a slight increase of 0.4% from the previous year [3][2]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 4.74% higher, indicating a reassessment by analysts regarding the company's earnings outlook [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Fox is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -7.55%. This suggests a bearish sentiment among analysts regarding the company's earnings prospects [12]. Historical Performance - In the last reported quarter, Fox exceeded the expected earnings of $1.01 per share by delivering $1.27, resulting in a positive surprise of 25.74%. The company has beaten consensus EPS estimates in the last four quarters [13][14]. Investment Considerations - Despite the potential for an earnings beat, the combination of a negative Earnings ESP and a Zacks Rank of 2 makes it challenging to predict a positive outcome for Fox. Investors are advised to consider other factors beyond earnings when making investment decisions [12][17].

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Fidus Investment (FDUS) due to lower revenues, with actual results being crucial for stock price movement [1][3]. Earnings Expectations - Fidus Investment is expected to report quarterly earnings of $0.50 per share, reflecting an 18% decrease year-over-year [3]. - Revenues are projected to be $36.96 million, down 3.7% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.42% lower in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Fidus Investment is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.34% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with positive readings being more predictive of earnings beats [9][10]. - Fidus Investment currently holds a Zacks Rank of 4, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Fidus Investment exceeded expectations by delivering earnings of $0.57 per share against an expected $0.53, resulting in a surprise of +7.55% [13]. - The company has beaten consensus EPS estimates in the last four quarters [14]. Conclusion - Fidus Investment does not appear to be a strong candidate for an earnings beat based on current estimates and rankings, but other factors should also be considered for investment decisions [17].

Core Viewpoint - The market anticipates InterDigital (IDCC) will report a year-over-year increase in earnings driven by higher revenues for the quarter ending September 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - InterDigital is expected to report quarterly earnings of $1.79 per share, reflecting a year-over-year increase of +9.8%, with revenues projected at $147.53 million, up 14.7% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' assessments [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +17.32% for InterDigital, suggesting analysts have become more optimistic about the company's earnings prospects [12]. Historical Performance - In the last reported quarter, InterDigital exceeded expectations by delivering earnings of $6.52 per share against an expected $3.36, resulting in a surprise of +94.05% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Investment Considerations - While a potential earnings beat is a positive indicator, other factors may also influence stock performance, making it essential to consider the broader context [15][17].

Core Viewpoint - Hub Group (HUBG) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended September 2025, with the consensus outlook indicating potential impacts on its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on October 30, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - The consensus estimate for Hub Group's quarterly earnings is $0.49 per share, reflecting a year-over-year decrease of 5.8%, while revenues are projected at $929.12 million, down 5.9% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 6.99%, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Hub Group is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.35%, which suggests a bearish outlook from analysts [12]. 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, but its predictive power is significant primarily for positive readings [9][10]. - Hub Group's current Zacks Rank is 5, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Hub Group was expected to post earnings of $0.44 per share but delivered $0.45, resulting in a surprise of +2.27% [13]. - Over the past four quarters, Hub Group has beaten consensus EPS estimates three times [14]. Industry Comparison - C.H. Robinson Worldwide (CHRW), another player in the transportation services industry, is expected to report earnings of $1.29 per share for the same quarter, indicating a year-over-year change of +0.8% [18]. - C.H. Robinson's revenues are projected at $4.29 billion, down 7.6% from the previous year, with a consensus EPS estimate revised 0.2% higher recently, but an Earnings ESP of -0.56% complicates predictions for an earnings beat [19][20].

Key Takeaways ETR's Earnings ESP of -0.23% suggests a lower chance of an earnings beat.Warmer weather, industrial demand and infrastructure projects likely lifted sales.Higher maintenance costs and outages may have limited quarterly profit growth.Entergy Corporation (ETR) is scheduled to release its third-quarter 2025 earnings on Oct. 29, before market open. The company delivered an earnings surprise of 15.38% in the last reported quarter. Let’s discuss the factors that are likely to be reflected in the upc ...