Core Viewpoint - Hanover Insurance Group (THG) is expected to report a year-over-year increase in earnings and revenues for the quarter ended September 2025, with a consensus outlook indicating a potential earnings surprise that could influence stock price movements [1][2]. Earnings Expectations - The consensus EPS estimate for Hanover Insurance is $3.79 per share, reflecting a year-over-year increase of +24.3% [3]. - Expected revenues for the quarter are $1.66 billion, which is a 5.2% increase from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 0.3% lower, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Hanover Insurance is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +2.51%, suggesting a bullish outlook from analysts [12]. Earnings Surprise History - In the last reported quarter, Hanover Insurance exceeded the expected EPS of $3.07 by delivering $4.35, resulting in a surprise of +41.69% [13]. - The company has beaten consensus EPS estimates in all of the last four quarters [14]. Industry Context - RenaissanceRe (RNR), another player in the insurance industry, is expected to report earnings of $9.49 per share, indicating a year-over-year decline of -7.2% [18]. - RenaissanceRe's revenues are projected to be $2.98 billion, down 0.8% from the previous year, with a consensus EPS estimate revised 1.4% lower [19].

Wall Street expects a year-over-year decline in earnings on higher revenues when Deutsche Bank (DB) reports results for the quarter ended September 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact 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 are better than expect ...

Core Viewpoint - The market anticipates a year-over-year decline in Everest Group's earnings despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Everest Group is expected to report quarterly earnings of $13.39 per share, reflecting an 8.4% decrease year-over-year, while revenues are projected to be $4.45 billion, a 3.8% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 14.96% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that Everest Group has an Earnings ESP of 0%, suggesting no recent differing analyst views from the consensus estimate [11]. The company holds a Zacks Rank of 2, complicating predictions of an earnings beat [11]. Historical Performance - In the last reported quarter, Everest Group exceeded the expected earnings of $15.14 per share, achieving $17.36, resulting in a surprise of +14.66% [12]. Over the past four quarters, the company has beaten consensus EPS estimates twice [13]. Market Reaction Factors - An earnings beat or miss alone may not dictate stock movement, as other factors can influence investor sentiment [14]. Betting on stocks expected to beat earnings can improve success odds, making it essential to check Earnings ESP and Zacks Rank before quarterly releases [15]. Conclusion - Everest Group does not currently appear to be a strong candidate for an earnings beat, but investors should consider additional factors when making investment decisions ahead of the earnings release [16].

Core Viewpoint - NiSource (NI) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending September 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings 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]. - The consensus estimate for NiSource's quarterly earnings is $0.17 per share, reflecting a year-over-year decrease of 15%, while revenues are projected to be $1.15 billion, representing a 6.9% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their initial projections during this period [4]. - NiSource's Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, which complicates predictions of an earnings beat [12]. Earnings Surprise History - In the last reported quarter, NiSource was expected to post earnings of $0.21 per share but exceeded this with actual earnings of $0.22, resulting in a surprise of +4.76% [13]. - Over the past four quarters, NiSource has successfully beaten consensus EPS estimates on all occasions [14]. Industry Context - In the Zacks Utility - Electric Power industry, Edison International (EIX) is expected to report earnings of $1.52 per share for the same quarter, indicating a year-over-year change of +0.7%, with revenues projected at $5.2 billion, unchanged from the previous year [18][19]. - Edison International's consensus EPS estimate has been revised 0.5% higher in the last 30 days, and with a higher Most Accurate Estimate, it has an Earnings ESP of +7.15%, suggesting a likely earnings beat [19][20].

The market expects Verizon Communications (VZ) to deliver flat earnings compared to the year-ago quarter 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 stock might move higher if these key numbers top expectations in the upcoming earnings report, which is ex ...

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Axis Capital, with a focus on how actual results compare to estimates, which could significantly impact stock price [1][2]. Earnings Expectations - Axis Capital is expected to report quarterly earnings of $2.72 per share, reflecting a year-over-year change of +0.4% [3]. - Revenues are projected to be $1.63 billion, an increase of 3.4% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.34% lower in the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][12]. - The Most Accurate Estimate for Axis Capital is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.86% [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 a strong predictive power for positive readings [9][10]. - Axis Capital's current Zacks Rank is 2 (Buy), but the negative Earnings ESP complicates predictions for an earnings beat [12]. Historical Performance - In the last reported quarter, Axis Capital exceeded expectations with earnings of $3.29 per share against an estimate of $2.88, resulting in a surprise of +14.24% [13]. - The company has beaten consensus EPS estimates in the last four quarters [14]. Industry Comparison - Cincinnati Financial, a peer in the insurance industry, is expected to report earnings of $2.01 per share, indicating a year-over-year change of +41.6% and revenues of $2.85 billion, up 11.3% [18][19]. - Cincinnati Financial's consensus EPS estimate has been revised 1.1% higher, with a positive Earnings ESP of +4.49%, suggesting a likely earnings beat [19][20].

Core Insights - AerCap (AER) is expected to report a year-over-year increase in earnings driven by higher revenues, with a consensus EPS estimate of $3.12, reflecting a +29.5% change [3][12] - Revenues are anticipated to reach $2 billion, marking a 2.5% increase from the previous year [3] - The earnings report is scheduled for October 29, and stock price movements will depend on whether actual results meet or exceed these expectations [2][12] Earnings Estimates and Revisions - The consensus EPS estimate has been revised 0.6% higher in the last 30 days, indicating a slight positive sentiment among analysts [4] - AerCap's Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.16%, suggesting a bearish outlook from analysts [12] - Despite the negative Earnings ESP, AerCap holds a Zacks Rank of 2 (Buy), complicating predictions of an earnings beat [12] Historical Performance - In the last reported quarter, AerCap exceeded the consensus EPS estimate of $2.75 by delivering $2.83, resulting in a surprise of +2.91% [13] - Over the past four quarters, AerCap has beaten consensus EPS estimates three times [14] Industry Context - Herc Holdings (HRI), another player in the transportation equipment and leasing industry, is expected to report an EPS of $1.83, reflecting a year-over-year decline of -57.9% [18] - Revenues for Herc Holdings are projected at $1.29 billion, a 33.6% increase from the previous year, but the company has a Zacks Rank of 4 (Sell), indicating challenges in beating consensus estimates [19][20]

Core Insights - BXP, Inc. is expected to report third-quarter 2025 results on October 28, with anticipated year-over-year revenue growth but a decline in funds from operations (FFO) per share [1][10] Company Performance - In the last reported quarter, BXP's FFO per share was $1.71, exceeding the Zacks Consensus Estimate of $1.67, driven by strong leasing activity despite higher interest expenses impacting year-over-year growth [2][11] - Over the past four quarters, BXP's FFO per share has surpassed estimates once, missed once, and met expectations in the remaining periods, with an average beat of 0.45% [3] Industry Context - The U.S. office market is experiencing solid demand for high-quality spaces, with companies expanding their footprints after previous cutbacks, although net absorption for the broader market was negative in the third quarter [3][4] - Demand for Class A assets remains high, with 14 markets showing positive absorption despite overall negative trends [4] - Vacancy rates for sublease spaces have decreased by 14.5% from the first quarter of 2024, indicating a tightening market [5] Supply Dynamics - Supply pressures are easing due to reduced new construction activity, with the under-construction pipeline at 22.5 million square feet, the lowest in the 21st century, and new deliveries down 30% from the average since 2020 [6] BXP's Strategic Position - BXP is well-positioned to benefit from the increasing demand for quality office spaces, particularly as it converts office buildings to laboratory/life science spaces, which is expected to enhance leasing activity [7][8] - The Zacks Consensus Estimate for BXP's third-quarter revenues is $806.6 million, reflecting a slight increase from the previous year [9] Financial Outlook - High debt levels and rising interest expenses are anticipated to pressure BXP's quarterly FFO, with a projected 1.3% year-over-year increase in interest expenses [10][11] - The Zacks Consensus Estimate for third-quarter FFO per share is $1.72, indicating a 5% decrease from the previous year [11][12]

Core Insights - Freeport-McMoRan Inc. (FCX) is scheduled to announce its third-quarter 2025 results on October 23, before market opening [1] - The company has had mixed earnings performance, beating estimates in two of the last four quarters, missing once, and delivering in-line results on another occasion, with an average earnings surprise of approximately 10.4% [2] Revenue Estimates - The Zacks Consensus Estimate for FCX's third-quarter consolidated revenues is $6,598.2 million, indicating a year-over-year decrease of about 2.8% [6][8] Factors Affecting Performance - FCX is expected to benefit from favorable copper prices, which have been volatile due to global economic uncertainties, with an estimated average realized copper price of $4.4 per pound for the third quarter, reflecting a year-over-year increase of 2.2% [7][10] - The Grasberg Block Cave mine incident is anticipated to negatively impact sales volumes, with copper sales expected to be around 4% lower and gold sales about 6% lower than previous estimates [11] - Higher unit costs are also likely to affect performance, with estimated average unit net cash costs per pound of copper rising to $1.59, compared to $1.13 in the previous quarter [12] Earnings Prediction - The current Earnings ESP for FCX is -1.73%, and it holds a Zacks Rank of 4 (Sell), indicating that the model does not predict an earnings beat for this quarter [13][14]

Core Insights - Tractor Supply Company (TSCO) is expected to report an increase in both revenue and earnings for Q3 2025, with revenue estimated at $3.72 billion, reflecting a 7.2% year-over-year increase [1][10] - The earnings per share (EPS) is projected to be 48 cents, indicating a 6.7% rise from the previous year [2][10] Financial Performance Expectations - The Zacks Consensus Estimate for revenues is pegged at $3.72 billion, indicating a 7.2% jump from the year-ago figure [1] - The EPS estimate has remained unchanged at 48 cents, reflecting a 6.7% increase from the year-ago period [2] - The company has a negative trailing four-quarter earnings surprise of 2.2% on average, but last quarter's earnings surpassed the Zacks Consensus Estimate by 1.3% [2] Key Factors Influencing Q3 Results - Tractor Supply entered Q3 2025 with strong sales momentum and customer traffic, supported by growth in consumable, usable, and edible (C.U.E.) products [3] - The company's focus on customer engagement through the Neighbor's Club program is driving repeat purchases and brand loyalty [4] - Strategic initiatives like Final Mile delivery expansion and store optimization are enhancing convenience and omnichannel capabilities [5] Management Outlook - Management anticipates favorable year-over-year comparisons and improved customer sentiment in rural markets to drive performance [6] - The company is focused on disciplined cost management and maintaining a resilient supply chain to sustain growth [6] Cost Challenges - Cost-related headwinds, including tariff-related pressures and inflation, are expected to impact margins in the latter half of 2025 [7] - SG&A expenses are projected to increase by 8% year-over-year, with the SG&A expense rate rising to 24.8% [8] Valuation and Stock Performance - TSCO stock trades at a forward 12-month price-to-earnings ratio of 24X, above the industry average of 17.97X, but below its five-year high of 27.91X [12] - TSCO shares have declined by 6.1% over the past three months, contrasting with the industry's 2.8% growth [13]