分组1 - Arthur J. Gallagher reported quarterly earnings of $2.38 per share, exceeding the Zacks Consensus Estimate of $2.35 per share, and up from $2.13 per share a year ago, representing an earnings surprise of +1.28% [1] - The company posted revenues of $3.59 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.31%, and compared to year-ago revenues of $2.68 billion [2] - Over the last four quarters, Arthur J. Gallagher has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] 分组2 - The stock has underperformed the market, losing about 6.3% since the beginning of the year, while the S&P 500 has gained 1.9% [3] - The current consensus EPS estimate for the coming quarter is $4.41 on $4.61 billion in revenues, and for the current fiscal year, it is $13.32 on $16.65 billion in revenues [7] - The Zacks Industry Rank indicates that the Insurance - Brokerage sector is currently in the bottom 19% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Core Viewpoint - Credit Acceptance (CACC) reported quarterly earnings of $11.35 per share, exceeding the Zacks Consensus Estimate of $10.3 per share, but down from $12.26 per share a year ago, indicating a +10.19% earnings surprise [1] Financial Performance - The company posted revenues of $579.9 million for the quarter ended December 2025, slightly missing the Zacks Consensus Estimate by 0.02%, compared to $565.9 million in the same quarter last year [2] - Over the last four quarters, Credit Acceptance has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2] Stock Performance - Credit Acceptance shares have declined approximately 2.3% since the beginning of the year, while the S&P 500 has gained 1.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $11.26 on revenues of $599.13 million, and for the current fiscal year, it is $44.62 on revenues of $2.4 billion [7] - The estimate revisions trend for Credit Acceptance was mixed ahead of the earnings release, which may change following the recent report [6] Industry Context - The Financial - Consumer Loans industry, to which Credit Acceptance belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, suggesting potential challenges ahead [8]

分组1 - Olin reported a quarterly loss of $0.58 per share, aligning with the Zacks Consensus Estimate, compared to earnings of $0.09 per share a year ago, indicating a significant decline [1] - The company posted revenues of $1.67 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 5.33%, with no year-over-year revenue change [2] - Olin shares have increased by approximately 9.2% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is -$0.16 on revenues of $1.57 billion, while for the current fiscal year, it is $0.26 on revenues of $6.7 billion [7] - The Zacks Industry Rank for Chemical - Diversified is currently in the bottom 14% of over 250 Zacks industries, indicating potential challenges for the sector [8] - LyondellBasell, a competitor in the same industry, is expected to report a quarterly earnings decline of 76% year-over-year, with revenues projected to decrease by 26.5% from the previous year [9][10]

Core Insights - KLA reported quarterly earnings of $8.85 per share, exceeding the Zacks Consensus Estimate of $8.82 per share, and showing an increase from $8.2 per share a year ago, resulting in an earnings surprise of +0.36% [1] - The company achieved revenues of $3.3 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.02% and up from $3.08 billion year-over-year [2] Earnings Performance - KLA has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] - The company’s shares have increased by approximately 33.9% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.9% [3] Future Outlook - The future performance of KLA's stock will largely depend on management's commentary during the earnings call and the earnings outlook for upcoming quarters [4][6] - Current consensus EPS estimate for the next quarter is $8.94 on revenues of $3.29 billion, and for the current fiscal year, it is $35.69 on revenues of $13.11 billion [7] Industry Context - KLA operates within the Electronics - Miscellaneous Products industry, which is currently ranked in the top 33% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - The correlation between near-term stock movements and earnings estimate revisions is strong, indicating that tracking these revisions can provide insights into stock performance [5]

Core Insights - Chubb Limited (CB) is anticipated to show improvements in both revenue and earnings for the fourth quarter of 2025, with results expected to be reported on February 3, after market close [1] Revenue and Earnings Estimates - The Zacks Consensus Estimate for CB's fourth-quarter revenues is $15.1 billion, reflecting a 5.8% increase from the previous year [2] - The consensus estimate for earnings is $6.58 per share, which indicates a year-over-year increase of 9.3% [2] - The earnings estimate has risen by 2.7% over the past 30 days [2] Earnings Prediction Model - The model indicates a likely earnings beat for CB, supported by a positive Earnings ESP of +0.84% and a Zacks Rank of 3 (Hold) [3][4] Factors Influencing Q4 Results - The fourth-quarter revenue is expected to benefit from strong investment results and premium revenue growth, driven by a robust product portfolio and strong retention across various product lines and regions [5] - The high net-worth personal lines business is projected to see growth from new business and retention, with positive rates across all lines [6] - Life Insurance premiums are expected to increase due to strong new business in North Asia, particularly in Huatai, Hong Kong, Taiwan, and Korea [6] Investment Income and Underwriting Profitability - Net investment income is anticipated to be $1.775 billion, benefiting from higher average invested assets and reinvestment rates [7] - The combined ratio is expected to improve due to better pricing and prudent underwriting, with the Zacks Consensus Estimate set at 83.4 [8] Expense and Share Buybacks - Expenses are projected to rise due to increased policy acquisition costs and administrative expenses, estimated at $11.4 billion [8] - Share buybacks in the quarter are likely to positively impact the bottom line [9] Summary of Q4 Performance - CB's Q4 earnings are projected at $6.58 per share, with strong premiums, investment income, and digital initiatives expected to enhance top-line performance [11]

Core Viewpoint - Church & Dwight Company, Inc. (CHD) is set to announce its fourth-quarter fiscal 2025 earnings on January 30, with investors keen to see if the company can exceed market expectations [1] Revenue and Earnings Estimates - The Zacks Consensus Estimate for revenues is $1.64 billion, indicating a 3.5% growth from the previous year [2] - The consensus estimate for earnings has decreased by one cent over the past month to 84 cents per share, suggesting a 9.1% increase year-over-year [2] - CHD has a trailing four-quarter earnings surprise average of 6% [2] Key Factors Influencing Q4 Performance - CHD's fourth-quarter performance is expected to be bolstered by strong momentum in its core brands, driven by effective innovation [3] - The company's diverse portfolio of value and premium products aligns well with current consumer preferences for affordability and high-quality personal care solutions [3] - Brands like Arm & Hammer have achieved record household penetration, particularly in the laundry segment, benefiting from a shift towards value offerings [3] Innovation and Marketing Strategies - The integration of Touchland has surpassed initial expectations, becoming a significant player in the hand sanitizer market [4] - CHD is utilizing its strong innovation pipeline, with new product launches in the Therabreath and Trojan lines anticipated to drive further growth [4] - Increased marketing investments are aimed at sustaining brand consumption and reinforcing competitive positioning [5] Operational Efficiency and Challenges - Productivity initiatives and supply chain strategies have helped mitigate inflation and tariff impacts, supporting profitability while allowing for continued investment in core brands [5] - However, the company is experiencing a decline in sales due to the winding down of discontinued businesses and negative trends in the vitamin and mineral supplement (VMS) sector [6] - The overall operating environment remains challenging due to high promotional activity in certain categories and constrained household finances affecting discretionary spending [6] Earnings Prediction Insights - The current model does not predict a definitive earnings beat for CHD, with an Earnings ESP of -0.81% and a Zacks Rank of 4 (Sell) [7][8]

Core Insights - BOK Financial (BOKF) is experiencing solid improvement in earnings estimates, which may lead to continued short-term price momentum [1] - Analysts are increasingly optimistic about BOK Financial's earnings prospects, as reflected in the upward trend of estimate revisions [2] - The Zacks Rank system indicates a strong correlation between earnings estimate revisions and stock price movements, with BOK Financial currently holding a Zacks Rank 1 (Strong Buy) [3][9] Current-Quarter Estimate Revisions - The earnings estimate for the current quarter is $2.29 per share, representing a year-over-year increase of +23.1% [6] - Over the past 30 days, the Zacks Consensus Estimate for BOK Financial has risen by 10.63%, with one estimate moving higher and no negative revisions [6] Current-Year Estimate Revisions - For the full year, BOK Financial is expected to earn $9.79 per share, reflecting a year-over-year change of +11.8% [7] - The consensus estimate has increased by 9.09% over the past month, with two estimates moving higher and no negative revisions [8] Favorable Zacks Rank - The positive estimate revisions have contributed to BOK Financial achieving a Zacks Rank 1 (Strong Buy), which is associated with significant outperformance compared to the S&P 500 [9] - Stocks with Zacks Rank 1 and 2 are shown to significantly outperform the market [9] Bottom Line - BOK Financial's strong estimate revisions have led to an 8.7% increase in stock price over the past four weeks, indicating potential for further upside [10]

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider American Superconductor (AMSC) . This company, which is in the Zacks Electronics - Miscellaneous Components industry, shows potential for another earnings beat.This wind turbine component maker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for th ...

Core Viewpoint - Monster Beverage (MNST) is highlighted as a strong candidate for investors due to its consistent performance in beating earnings estimates, particularly in the last two quarters, with an average surprise of 12.50% [1]. Earnings Performance - In the last reported quarter, Monster Beverage achieved earnings of $0.56 per share, surpassing the Zacks Consensus Estimate of $0.48 per share, resulting in a surprise of 16.67% [2]. - In the previous quarter, the company was expected to report earnings of $0.48 per share but delivered $0.52 per share, leading to a surprise of 8.33% [2]. Earnings Estimates - There has been a favorable change in earnings estimates for Monster Beverage, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5]. - The current Earnings ESP for Monster Beverage is +17.16%, suggesting that analysts have recently become more optimistic about the company's earnings prospects [8]. Predictive Metrics - 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, with the Most Accurate Estimate reflecting the latest analyst revisions [7]. Investment Strategy - It is crucial for investors to check a company's Earnings ESP before quarterly releases to enhance the likelihood of successful investments [9].

Core Insights - Xylem (XYL) is positioned well to continue its trend of beating earnings estimates in the upcoming quarterly report [1] Earnings Performance - Xylem has a strong history of surpassing earnings estimates, averaging a 10.51% beat over the last two quarters [2] - In the last reported quarter, Xylem achieved earnings of $1.37 per share, exceeding the Zacks Consensus Estimate of $1.24 per share by 10.48% [3] - For the previous quarter, the company reported earnings of $1.26 per share against an expected $1.14 per share, resulting in a surprise of 10.53% [3] Earnings Estimates and Predictions - Estimates for Xylem have been trending higher, supported by its history of earnings surprises [6] - The stock has a positive Zacks Earnings ESP of +0.88%, indicating bullish sentiment among analysts regarding its earnings prospects [9] - The combination of a positive Earnings ESP and a Zacks Rank 3 (Hold) suggests a high likelihood of another earnings beat [9] 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 [7] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [8]