Core Insights - Carpenter Technology Corporation (CRS) is set to report its first-quarter fiscal 2026 results on October 23, with sales estimated at $729 million, reflecting a 1.6% increase year-over-year [1][4] - The earnings consensus estimate for CRS is $2.13 per share, indicating a year-over-year growth of 23.1%, with a 1.4% upward revision in the past 60 days [1][4] Earnings Performance - CRS has a history of exceeding Zacks Consensus Estimates, achieving an average surprise of 8.4% over the last four quarters [3][4] - The reported earnings for the last four quarters were $2.21, $1.88, $1.66, and $1.73, with respective surprises of 8.87%, 8.05%, 6.41%, and 10.19% [4] Market Dynamics - The growth in aerospace, defense, and medical applications is expected to positively influence CRS's performance in fiscal 2026 [7] - Increased demand in aerospace submarkets is anticipated as supply chains adapt to rising travel needs [7] Challenges and Mitigating Factors - CRS faces challenges from labor and chip shortages, which may impact performance [8] - However, gains from productivity improvements, higher prices, and an enhanced product mix are expected to offset these challenges [8] Segment Performance Expectations - Specialty Alloys Operations segment sales are projected at $688 million, a 6.6% increase from the previous year, with an operating profit expected to rise to $165 million from $134.5 million [9] - Performance Engineered Products segment net sales are anticipated to grow by 3.3% year-over-year to $104 million, with an operating profit expected to increase to $11.2 million from $7.3 million [10] Stock Performance - CRS shares have appreciated by 55.6% over the past year, significantly outperforming the industry average growth of 25.5% [11]

Key Takeaways Dover will release 3Q25 results on Oct. 23 before market open.Consensus estimates indicate $2.09B in revenues and $2.50 EPS, up 5.5% and 10% y/y respectively.Growth from acquisitions and solid demand offsets divestitures and lowers vehicle volumes.Dover Corporation (DOV) is set to release third-quarter 2025 results on Oct. 23, before the opening bell.The Zacks Consensus Estimate for DOV’s revenues is pegged at $2.09 billion, indicating a 5.5% rise from the year-ago reported figure.The consensu ...

Core Insights - Pool Corporation (POOL) is set to report its third-quarter 2025 results on October 23, with earnings expected to be $3.37 per share, reflecting a 3.4% increase from the previous year, and revenues projected at $1.45 billion, indicating a 1.1% rise [1][2][8] Group 1: Performance Expectations - The Zacks Consensus Estimate for third-quarter earnings per share is $3.37, up from $3.26 in the same quarter last year [2] - Revenue expectations are set at $1.45 billion, which is a slight increase from the previous year's figure [2] Group 2: Influencing Factors - Pool Corp's performance is likely to benefit from a strong local presence, robust distribution network, and targeted marketing initiatives [3] - Continued momentum in maintenance products, especially private-label chemical offerings, is expected to positively impact results [3] - The expansion of the POOL360 WaterTest platform and ongoing franchise growth are anticipated to enhance market position and support long-term growth [3][4] Group 3: Growth Strategies - The company is pursuing both organic and inorganic growth strategies, particularly in regions with higher pool densities [4] - The Pinch A Penny franchise network has added five new stores, including its first in North Carolina, increasing the total to 302 franchised stores [4] - Management is optimistic that favorable demographic trends and rising demand for at-home leisure will sustain demand for maintenance and renovation [4] Group 4: Challenges - Macroeconomic uncertainty, evolving policy decisions, and high interest rates are expected to pressure new pool construction and large-scale renovation projects [5] - Despite these challenges, Pool Corp's focus on innovation and a strong product sales mix is expected to help mitigate these pressures [5] Group 5: Earnings Prediction Model - The current model does not predict an earnings beat for Pool Corp, as it has an Earnings ESP of -0.52% and a Zacks Rank of 3 [6]

Core Insights - Alcoa Corporation (AA) is expected to report a 4.1% increase in revenues for Q3 2025, with estimates at $3.02 billion compared to the previous year [1][11] - The company is projected to experience a decline in earnings per share, with a consensus estimate of an adjusted loss of seven cents, reflecting a 112.3% increase from last year's quarterly level [2][11] Revenue and Sales Performance - The Aluminum segment is anticipated to benefit from increased demand for products such as slab, billet, and rod in Europe and North America, with third-party sales estimated at $2.11 billion, indicating a 17% increase from the prior year [3][4] - The Alumina segment, however, is expected to show weakness, with third-party sales projected at $813 million, representing an 18.9% decrease from the previous year [7][11] Strategic Developments - Alcoa's partnerships and acquisitions, including a joint venture with IGNIS EQT and the acquisition of Alumina Limited, are expected to enhance revenue streams [5] - Efforts to increase smelter and refinery capacity are likely to support performance in the upcoming quarter [6] Market Conditions - The company faces challenges in the Alumina segment due to a weak bauxite market influenced by safety and environmental inspections [7] - Global political risks and foreign exchange headwinds, particularly a stronger U.S. dollar, may negatively impact Alcoa's overseas operations [8]

Core Insights - HCA Healthcare, Inc. is scheduled to report its third-quarter 2025 results on October 24, 2025, with earnings estimated at $5.65 per share and revenues at $18.5 billion [1] Financial Performance - The earnings estimate for the third quarter has remained stable over the past 60 days, indicating a year-over-year growth of 11.9%, while revenues are expected to increase by 5.8% year-over-year [2] - For the full year 2025, the revenue estimate stands at $74.86 billion, reflecting a 6% year-over-year rise, and the EPS estimate is $26.17, indicating a 19.2% increase year-over-year [3] Earnings Prediction - HCA Healthcare has consistently beaten earnings estimates in the last four quarters, with an average surprise of 7% [3] - However, the current model does not predict a definitive earnings beat for the upcoming quarter, as the company has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [4] Operational Metrics - The consensus estimate for equivalent admissions in Q3 suggests a 2% year-over-year growth, while the model estimate indicates a 3.1% increase [5] - The projected occupancy rate is 73.4%, up from 71.9% a year ago, and equivalent patient days are expected to grow by 0.9% year-over-year [6] Cost Pressures - Total operating expenses are projected to increase by 5.9% year-over-year, driven by higher salaries, supply costs, and other operating expenses, with supply costs expected to rise by 9.2% [7] - Outpatient surgery cases are anticipated to decline by 1.8% year-over-year, and the average length of stay is expected to decrease by 1.2% [7]

Core Insights - DuPont de Nemours has a strong track record of exceeding earnings estimates, particularly in the last two quarters, with an average surprise of 7.04% [1][5] - The company reported earnings of $1.12 per share for the most recent quarter, surpassing the expected $1.06, resulting in a surprise of 5.66% [2] - For the previous quarter, DuPont reported $1.03 per share against an expectation of $0.95, achieving a surprise of 8.42% [2] Earnings Estimates and Predictions - Recent earnings estimates for DuPont have been revised upwards, indicating positive sentiment among analysts [5] - The Zacks Earnings ESP for DuPont is currently +0.48%, suggesting a bullish outlook for the company's earnings [8] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a high probability of another earnings beat [8][6] Earnings Release Information - DuPont's next earnings report is anticipated to be released on November 6, 2025 [8] - Stocks with a positive Earnings ESP and a favorable Zacks Rank have historically produced positive surprises nearly 70% of the time [6]

Core Viewpoint - Viatris (VTRS) is a strong candidate for investors due to its consistent performance in beating earnings estimates, particularly in the medical services industry [1]. Earnings Performance - For the last reported quarter, Viatris achieved earnings of $0.62 per share, surpassing the Zacks Consensus Estimate of $0.56 per share, resulting in a surprise of 10.71% [2]. - In the previous quarter, the company was expected to post earnings of $0.49 per share but delivered $0.50 per share, yielding a surprise of 2.04% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Viatris, with a positive Zacks Earnings ESP (Expected Surprise Prediction), indicating a strong likelihood of an earnings beat [5]. - 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]. Analyst Sentiment - Viatris currently has an Earnings ESP of +0.53%, suggesting that analysts are optimistic about the company's earnings prospects [8]. - The next earnings report for Viatris is expected to be released on November 6, 2025 [8].

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Dave Inc. (DAVE) , which belongs to the Zacks Technology Services industry.When looking at the last two reports, this company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 63.15%, on average, in the last two quarters.For the last reported quarter, DAVE INC came out with earnings of $3.14 per share versus th ...

Core Insights - Option Care (OPCH) has a strong history of beating earnings estimates and is well-positioned for continued success in its upcoming quarterly report [1][2] Earnings Performance - The company has consistently surpassed earnings estimates, with an average surprise of 6.81% over the last two quarters [2] - In the most recent quarter, Option Care reported earnings of $0.41 per share against an expectation of $0.40, resulting in a surprise of 2.50% [2] - For the previous quarter, the consensus estimate was $0.36 per share, while the actual earnings were $0.40 per share, leading to a surprise of 11.11% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Option Care, indicated by a positive Zacks Earnings ESP (Expected Surprise Prediction) [5] - 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] - Option Care currently has an Earnings ESP of +2.33%, suggesting increased analyst optimism regarding its near-term earnings potential [8] Upcoming Earnings Report - The next earnings report for Option Care is expected to be released on October 30, 2025 [8]

Core Viewpoint - Prosperity Bancshares (PB) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, continuing a strong trend of surpassing expectations in previous quarters [1][6]. Group 1: Earnings Performance - Prosperity Bancshares has consistently exceeded earnings estimates, averaging a 1.46% beat over the last two quarters [2]. - In the last reported quarter, the company achieved earnings of $1.42 per share, surpassing the Zacks Consensus Estimate of $1.40 per share by 1.43% [3]. - For the previous quarter, the company reported earnings of $1.37 per share against an expectation of $1.35 per share, resulting in a surprise of 1.48% [3]. Group 2: Earnings Estimates and Predictions - The estimates for Prosperity Bancshares have been trending upward, influenced by its history of earnings surprises [6]. - The company currently has a positive Earnings ESP of +0.52%, indicating increased analyst optimism regarding its near-term earnings potential [9]. - The next earnings report for Prosperity Bancshares is anticipated to be released on October 29, 2025 [9]. Group 3: Zacks Rank and Earnings ESP - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that this combination leads to positive surprises nearly 70% of the time [7][9]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [8].