Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Idex (IEX) due to higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Idex is expected to report quarterly earnings of $1.93 per share, reflecting a +1.6% change year-over-year, with revenues projected at $858.37 million, up 7.5% from the previous year [3]. - The earnings report is scheduled for release on October 29, 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 0.47% higher in the last 30 days, indicating a collective reassessment by analysts [4]. - For Idex, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.09%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the likelihood of actual earnings deviating from consensus estimates, with a positive reading being a strong predictor of an earnings beat [9][10]. - Idex's current Zacks Rank is 3, which complicates the prediction of an earnings beat given the negative Earnings ESP [12]. Historical Performance - Idex has consistently beaten consensus EPS estimates over the last four quarters, with a notable surprise of +3.50% in the last reported quarter [13][14]. Industry Comparison - Crane (CR), another player in the Zacks Manufacturing - General Industrial industry, is expected to post earnings of $1.46 per share, indicating a +5.8% year-over-year change, with revenues expected to decline by 3.6% [18]. - Crane's consensus EPS estimate has been revised 0.3% higher, and it has a positive Earnings ESP of +4.93%, suggesting a likely earnings beat [19].

Company Overview - Masco (MAS) is expected to report earnings for the quarter ended September 2025, with a consensus estimate of $1.02 per share, reflecting a year-over-year decline of 5.6% [3] - Revenues are anticipated to be $1.94 billion, down 2.3% from the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for release on October 29, and the stock may rise if actual results exceed expectations, while a miss could lead to a decline [2] - The consensus EPS estimate has been revised 0.78% higher in the last 30 days, indicating a slight positive adjustment by analysts [4] Earnings Surprise Prediction - The Most Accurate Estimate for Masco is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -6.22%, suggesting a bearish outlook from analysts [12] - Masco currently holds a Zacks Rank of 3 (Hold), complicating predictions of an earnings beat [12] Historical Performance - In the last reported quarter, Masco had an earnings surprise of +20.37%, posting $1.30 per share against an expectation of $1.08 [13] - Over the past four quarters, Masco has beaten consensus EPS estimates two times [14] Industry Comparison - Armstrong World Industries (AWI), a peer in the Zacks Building Products - Miscellaneous industry, is expected to report earnings of $1.99 per share, indicating a year-over-year increase of 9.9% [18] - AWI's revenues are projected to be $421.11 million, up 8.9% from the previous year, with a positive Earnings ESP of +0.63% [19][20]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for MGM Resorts despite higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - MGM is expected to report quarterly earnings of $0.39 per share, reflecting a year-over-year decrease of 27.8% [3]. - Revenue projections stand at $4.22 billion, indicating a slight increase of 0.9% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 2.61% higher in the last 30 days, suggesting a reassessment by analysts [4]. - However, the Most Accurate Estimate is lower than the consensus, resulting in an Earnings ESP of -9.75%, indicating a bearish outlook [11]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict earnings deviations, but its predictive power is stronger for positive readings [8][9]. - MGM's current Zacks Rank is 3, complicating predictions of an earnings beat [11]. Historical Performance - In the last reported quarter, MGM exceeded EPS expectations by 36.21%, with three out of the last four quarters showing earnings beats [12][13]. Industry Comparison - In the gaming industry, Electronic Arts is expected to report earnings of $1.27 per share, a year-over-year decline of 40.9%, with revenues projected at $1.86 billion, down 10.4% [17]. - Electronic Arts has a Zacks Rank of 1 but also shows a negative Earnings ESP of -8.84%, making predictions of an earnings beat uncertain [18].

Core Insights - Kraft Heinz (KHC) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended September 2025, with earnings expected to be $0.57 per share, reflecting a -24% change, and revenues projected at $6.26 billion, down 2% from the previous year [1][3]. Earnings Report Expectations - The earnings report is scheduled for release on October 29, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - Management's discussion during the earnings call will significantly influence the sustainability of any immediate price changes and future earnings expectations [2]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.43% over the last 30 days, indicating a bearish sentiment among analysts regarding Kraft Heinz's earnings prospects [4]. - The Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.81%, combined with a Zacks Rank of 4, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Kraft Heinz exceeded the expected earnings of $0.64 per share by delivering $0.69, resulting in a surprise of +7.81% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates four times [14]. Industry Comparison - Mondelez (MDLZ), a competitor in the food industry, is expected to report earnings of $0.73 per share for the same quarter, indicating a year-over-year change of -26.3%, with revenues projected at $9.74 billion, up 5.9% from the previous year [18][19].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Markel Group, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Markel Group is expected to report quarterly earnings of $22.77 per share, reflecting a year-over-year increase of +31.3% [3]. - Revenue is projected to be $3.72 billion, which is an increase of 0.8% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.96% lower in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Markel Group is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.98% [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 [9][10]. - A positive Earnings ESP combined with a Zacks Rank of 1, 2, or 3 has shown a nearly 70% success rate for predicting earnings beats [10]. Historical Performance - In the last reported quarter, Markel Group had an earnings surprise of +2.91%, reporting $25.46 per share against an expectation of $24.74 [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Conclusion - Markel Group does not currently appear to be a strong candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock [17].

Core Viewpoint - NorthWestern (NWE) is expected to report a year-over-year increase in earnings and revenues for the quarter ended September 2025, with the market closely watching how actual results compare to consensus estimates [1][2]. Earnings Expectations - The upcoming earnings report is anticipated to show earnings of $0.75 per share, reflecting a year-over-year increase of +15.4%, while revenues are expected to reach $380.96 million, up 10.4% from the previous year [3]. - The consensus EPS estimate has been revised 4.31% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for NorthWestern is lower than the consensus estimate, resulting in an Earnings ESP of -0.67%, indicating a bearish outlook from analysts [12]. - NorthWestern currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, NorthWestern exceeded the consensus EPS estimate of $0.38 by delivering earnings of $0.40, resulting in a surprise of +5.26% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates two times [14]. Industry Comparison - NextEra Energy (NEE), another player in the electric utility sector, is expected to report earnings of $1.04 per share, reflecting a year-over-year change of +1%, with revenues projected at $8.12 billion, up 7.3% [18]. - The consensus EPS estimate for NextEra has been revised 3.8% lower in the last 30 days, resulting in an Earnings ESP of 0% and a Zacks Rank of 3, making predictions of an earnings beat challenging [19][20].

Core Viewpoint - Magnolia Oil & Gas Corp (MGY) is expected to report a year-over-year decline in earnings due to lower revenues for the quarter ended September 2025, with the consensus outlook being crucial for assessing the company's earnings picture [1] Earnings Expectations - The upcoming earnings report is anticipated to show quarterly earnings of $0.41 per share, reflecting a year-over-year decrease of 21.2% [3] - Revenues are projected to be $319.2 million, which is a decline of 4.2% compared to the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised down by 4.64% over the last 30 days, indicating a reassessment by analysts [4] - The Most Accurate Estimate for Magnolia Oil & Gas Corp is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +2.06% [12] Earnings Surprise Prediction - A positive Earnings ESP reading suggests a potential earnings beat, especially when combined with a strong Zacks Rank [10] - However, the current Zacks Rank for Magnolia Oil & Gas Corp is 4, which complicates the prediction of an earnings beat despite the positive Earnings ESP [12] Historical Performance - In the last reported quarter, the company exceeded the expected earnings of $0.40 per share by delivering $0.43, resulting in a surprise of +7.50% [13] - Over the past four quarters, Magnolia Oil & Gas Corp has successfully beaten consensus EPS estimates each time [14] Market Reaction Considerations - An earnings beat or miss may not solely dictate stock movement, as other factors can influence investor sentiment [15] - It is advisable for investors to consider the Earnings ESP and Zacks Rank before the quarterly release to enhance the likelihood of success [16]

Core Viewpoint - Phillips 66 is anticipated to report a year-over-year increase in earnings despite lower revenues, which could significantly influence its stock price depending on the actual results compared to estimates [1][2]. Earnings Expectations - The upcoming earnings report is expected to reveal quarterly earnings of $2.81 per share, reflecting a year-over-year increase of +37.8%, while revenues are projected to be $29.92 billion, down 17.3% from the previous year [3]. - The consensus EPS estimate has been revised 20% higher in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, which complicates predictions of an earnings beat [12]. - The stock currently holds a Zacks Rank of 2, suggesting a favorable outlook, but the lack of a positive Earnings ESP makes it challenging to predict a consensus EPS beat [12]. Historical Performance - In the last reported quarter, Phillips 66 exceeded the expected earnings of $1.66 per share by delivering $2.38, resulting in a surprise of +43.37% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Market Reaction Considerations - An earnings beat or miss may not solely dictate stock movement, as other factors can influence investor sentiment [15]. - While betting on stocks expected to beat earnings can increase success odds, Phillips 66 does not currently appear to be a compelling earnings-beat candidate [17].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Penske Automotive (PAG) due to higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Penske Automotive is expected to report quarterly earnings of $3.48 per share, reflecting a year-over-year increase of +3.6% [3]. - Revenue projections stand at $7.74 billion, indicating a 2% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 1.22% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][12]. - The current Earnings ESP for Penske is -0.41%, suggesting a lower Most Accurate Estimate compared to the Zacks Consensus Estimate [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, with a strong predictive power for positive readings [9][10]. - Penske's combination of a negative Earnings ESP and a Zacks Rank of 4 (Sell) complicates predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Penske exceeded earnings expectations by +6.18%, with actual earnings of $3.78 per share compared to an expected $3.56 [13]. - Over the past four quarters, Penske has beaten consensus EPS estimates three times [14]. Industry Comparison - Asbury Automotive Group (ABG), a competitor in the automotive retail and wholesale industry, is expected to report earnings of $6.8 per share, reflecting a year-over-year change of +7.1% [18]. - Asbury's revenue is projected at $4.69 billion, up 10.7% from the previous year, but it also has a negative Earnings ESP of -1.73% [19][20].

Core Viewpoint - The market anticipates Regal Rexnord (RRX) 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 - Regal Rexnord is expected to report quarterly earnings of $2.56 per share, reflecting a year-over-year increase of +2.8%, and revenues of $1.49 billion, which is a 1% increase from the previous year [3]. - The consensus EPS estimate has been revised 0.36% higher in the last 30 days, indicating a slight positive adjustment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that Regal Rexnord has a negative Earnings ESP of -1.17%, suggesting analysts have become bearish on the company's earnings prospects [12]. - The stock currently holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [12]. Historical Performance - In the last reported quarter, Regal Rexnord was expected to post earnings of $2.42 per share but exceeded expectations with actual earnings of $2.48, resulting in a surprise of +2.48% [13]. - Over the past four quarters, Regal Rexnord has beaten consensus EPS estimates three times [14]. Conclusion - Regal Rexnord does not appear to be a strong candidate for an earnings beat based on current estimates and rankings, but investors should consider other factors before making investment decisions [17].