Core Viewpoint - Terex (TEX) is positioned to potentially continue its earnings-beat streak in the upcoming report, having a strong history of exceeding earnings estimates, particularly in the last two quarters with an average surprise of 36.43% [1][4]. Earnings Performance - In the last reported quarter, Terex achieved earnings of $1.49 per share, surpassing the Zacks Consensus Estimate of $1.44 per share, resulting in a surprise of 3.47% [2]. - In the previous quarter, Terex was expected to report earnings of $0.49 per share but delivered $0.83 per share, leading to a significant surprise of 69.39% [2]. Earnings Estimates and Predictions - Recent estimates for Terex have been trending upward, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [4][7]. - The current Earnings ESP for Terex is +0.27%, suggesting that analysts have recently become more optimistic about the company's earnings prospects [7]. Zacks Rank and Success Rate - Terex holds a Zacks Rank of 3 (Hold), which, when combined with a positive Earnings ESP, suggests a high probability of beating earnings estimates, with historical data indicating that nearly 70% of stocks with this combination achieve a positive surprise [5][7].

Core Insights - Sealed Air (SEE) has consistently beaten earnings estimates, with an average surprise of 22.25% over the last two quarters [1][2] - The company reported earnings of $0.89 per share against an estimate of $0.72, resulting in a surprise of 23.61% for the last quarter [2] - The positive Earnings ESP of +1.28% indicates bullish sentiment among analysts regarding Sealed Air's near-term earnings potential [8] Earnings Performance - In the previous quarter, Sealed Air's earnings were $0.81 per share, exceeding the expected $0.67, which led to a surprise of 20.90% [2] - The favorable earnings surprises have led to a positive change in earnings estimates for Sealed Air [5] Earnings ESP and Zacks Rank - The Zacks Earnings ESP for Sealed Air is currently positive, suggesting a high likelihood of another earnings beat [5][8] - 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] Upcoming Earnings Report - Sealed Air's next earnings report is anticipated to be released on November 4, 2025 [8]

Key Takeaways Textron's prior-quarter earnings topped estimates, setting expectations for another solid performance.Stronger Aviation, Bell and Systems segments likely to boost Textron's overall top-line performance.Textron's backlog is projected to climb 20.7% to $19.3B, reflecting solid demand across key programs.Textron Inc. (TXT) is scheduled to release its third-quarter 2025 results on Oct. 23, before market open. The company delivered an earnings surprise of 6.9% in the last reported quarter.Let’s dis ...

Core Insights - Murphy USA Inc. (MUSA) is expected to report third-quarter 2025 results on October 29, 2025, with an estimated profit of $6.6 per share and revenues of $5.1 billion [1][9] Group 1: Recent Performance - In the last reported quarter, MUSA's earnings were $7.36 per share, surpassing the Zacks Consensus Estimate of $6.82, attributed to higher fuel margins, although revenues of $5 billion fell short by $468 million [2] - MUSA has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average negative surprise of 1.9% [3] Group 2: Future Expectations - The Zacks Consensus Estimate for third-quarter 2025 earnings has increased by 2.8% in the past week, but indicates an 8.3% year-over-year decrease, while revenues are projected to decline by 2% compared to the previous year [3][9] - Total revenues for the upcoming quarter are expected to decrease from $5.24 billion in the same quarter last year, with total cost of goods sold anticipated to rise to $4.7155 billion from $4.6168 billion [5] Group 3: Operational Factors - MUSA anticipates challenges in the second half of the year, with volumes potentially falling below the annual guidance range of 240,000 to 245,000 average per store per month, and headwinds from key categories like cigarettes and lottery [5] - On a positive note, MUSA has over 45 new stores under construction, which is expected to enhance growth prospects for the end of 2025 and into 2026, with plans for 15 to 20 additional new store openings [6] Group 4: Earnings Prediction Model - The Zacks model does not predict an earnings beat for MUSA this quarter, as the Earnings ESP is -2.50%, indicating a lower likelihood of surpassing earnings expectations [7]

Core Insights - ProPetro Holding Corp. (PUMP) is expected to report a loss of 11 cents per share for Q3 2025, with revenues projected at $257.8 million, reflecting a 28.6% year-over-year decline [1][9]. Group 1: Recent Performance - In Q2 2025, PUMP reported an adjusted loss of 7 cents per share, missing the Zacks Consensus Estimate of a profit of 3 cents, attributed to weak pricing and reduced activity [2]. - Revenues for Q2 2025 were $326.2 million, slightly below the consensus estimate of $327 million [2]. Group 2: Earnings Estimates and Trends - The Zacks Consensus Estimate for Q3 2025 indicates a significant year-over-year decrease of 191.7% in earnings and a 28.6% decline in revenues compared to the previous year [3][9]. - The estimated revenues from hydraulic fracturing services are expected to be $194.5 million, down from $274.1 million in the same quarter last year [5]. Group 3: Factors Influencing Performance - PUMP's revenues are anticipated to be negatively impacted due to limited activity in the second half of the year, influenced by tariffs and OPEC+ production increases [5]. - The company expects a reduction in its fleet count in Q3, which may further affect profitability [5]. - Over 50% of PUMP's hydraulic horsepower is secured under long-term contracts, which mitigates some downside risk [6][9]. Group 4: Earnings Prediction Model - The Zacks model does not predict an earnings beat for PUMP this quarter, as the Earnings ESP is +4.55%, but the Zacks Rank is 4 (Sell) [7][8].

Core Viewpoint - Bausch Health (BHC) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending September 2025, with actual results being crucial for near-term stock price movements [1][2]. Earnings Expectations - The upcoming earnings report is scheduled for October 29, and better-than-expected key numbers could lead to a stock price increase, while a miss could result in a decline [2]. - The consensus estimate for quarterly earnings is $1.07 per share, reflecting a year-over-year decrease of 4.5%, while revenues are projected to be $2.6 billion, up 3.8% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 7.76%, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Bausch is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +7.73%, suggesting a bullish outlook from analysts [12]. Historical Performance - In the last reported quarter, Bausch was expected to post earnings of $0.97 per share but delivered $0.90, resulting in a surprise of -7.22% [13]. - Over the past four quarters, Bausch has beaten consensus EPS estimates twice [14]. Predictive Indicators - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) [10]. - Bausch currently holds a Zacks Rank of 2, indicating a higher likelihood of beating the consensus EPS estimate [12].

The market expects Beacon Financial (BBT) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 29, might help the stock move higher if these key numbers a ...

Core Viewpoint - The market anticipates Caterpillar (CAT) will report a year-over-year decline in earnings despite an increase in revenues for the quarter ending September 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Caterpillar is expected to post quarterly earnings of $4.52 per share, reflecting a year-over-year decrease of 12.6%, while revenues are projected to reach $16.75 billion, a 4% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.44% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +1.44% for Caterpillar, suggesting recent bullish sentiment among analysts, although the stock holds a Zacks Rank of 4, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Caterpillar was expected to earn $4.88 per share but only achieved $4.72, resulting in a surprise of -3.28%. Over the past four quarters, the company has only beaten consensus EPS estimates once [13][14]. Conclusion - While Caterpillar may not be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [17].

Core Insights - Coeur Mining (CDE) is expected to report a year-over-year increase in earnings due to higher revenues for the quarter ended September 2025, with a consensus EPS estimate of $0.25, reflecting a +108.3% change [3] - Revenues are anticipated to reach $547 million, marking a 74.5% increase from the previous year [3] - The earnings report is scheduled for release on October 29, and actual results that exceed expectations could lead to a stock price increase, while a miss may result in a decline [2] Estimate Revisions - The consensus EPS estimate has been revised 36.62% higher in the last 30 days, indicating a positive reassessment by analysts [4] - Coeur Mining's Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +14.00%, suggesting a strong likelihood of beating the consensus EPS estimate [12] Earnings History - In the last reported quarter, Coeur Mining had an expected EPS of $0.18 but delivered $0.20, resulting in a surprise of +11.11% [13] - Over the past four quarters, the company has surpassed consensus EPS estimates three times [14] Industry Comparison - Southern Copper (SCCO), another player in the mining industry, is expected to report earnings of $1.16 per share for the same quarter, reflecting a year-over-year change of +0.9% [18] - Southern Copper's revenues are projected to be $3.04 billion, up 3.7% from the previous year, with a consensus EPS estimate revised 13.8% higher recently [19]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Dana (DAN) despite lower revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - Dana is expected to report quarterly earnings of $0.26 per share, reflecting a year-over-year increase of +116.7% [3]. - Revenues are projected to be $1.93 billion, which is a decrease of 22.1% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 53.51% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Dana is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +4.48% [12]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of a potential earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. - Dana currently holds a Zacks Rank of 2, suggesting a high likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Dana was expected to post earnings of $0.40 per share but only achieved $0.05, resulting in a surprise of -87.50% [13]. - Over the past four quarters, Dana has only beaten consensus EPS estimates once [14]. Industry Context - Another player in the automotive equipment sector, Gentex (GNTX), is expected to report earnings of $0.47 per share, indicating a year-over-year decrease of -11.3% [18]. - Gentex's revenues are expected to be $667.88 million, up 9.8% from the previous year, with an Earnings ESP of +5.64% and a Zacks Rank of 3 [19].