Core Viewpoint - Fastenal Company (FAST) is expected to report its second-quarter 2025 results on July 14, with earnings per share estimated at 28 cents, reflecting a 12% year-over-year growth, and net sales projected at $2.06 billion, indicating a 7.6% increase from the previous year [1][2]. Group 1: Sales Performance - Fastenal's net sales in the last reported quarter exceeded the Zacks Consensus Estimate by 0.5%, with a year-over-year increase of 3.4% [1]. - The average daily sales (ADS) for May 2025 grew by 9.3% to $32.7 million, showing a 4.1% increase from April 2025 [3]. - In May 2025, daily sales in Heavy Manufacturing and Other Manufacturing increased by 8.6% and 12.8%, respectively, while Non-residential Construction grew by 3.3% [4]. Group 2: Growth Drivers - The anticipated growth in sales is attributed to improved customer contract signing trends, enhanced digital presence, and increased investments in sales resources [2]. - A balanced mix of onsite and offsite services, along with market share gains across various product categories, is expected to contribute to the sales uptick [2]. - Daily sales growth for contract and non-contract customers was 12% and 4%, respectively, with eBusiness sales increasing by 14% in May [4]. Group 3: Margin and Cost Management - Fastenal's bottom line is projected to improve due to active cost control measures aimed at countering cost inflation, including warehouse automation and increased delivery efficiency [6]. - Despite facing elevated occupancy and employee-related expenses, the company is expected to achieve a 12% growth in EPS driven by sales growth and margin expansion initiatives [7]. - Total operating expenses as a percentage of net sales are expected to contract by 60 basis points to 24.3% for the upcoming quarter [8]. Group 4: Earnings Prediction - The Zacks model predicts an earnings beat for Fastenal, supported by a positive Earnings ESP of +3.05% and a Zacks Rank of 3 (Hold) [9][10].

Core Viewpoint - Delta Air Lines is expected to report its second-quarter 2025 results on July 10, with earnings anticipated to be lower than the previous year despite a slight upward revision in estimates [1][2]. Group 1: Earnings Performance - The Zacks Consensus Estimate for Delta's Q2 2025 earnings is $1.99 per share, reflecting a 15.7% decline from the same quarter last year [2]. - Delta has outperformed the Zacks Consensus Estimate in two of the last four quarters, with an average beat of 3.96% [1]. Group 2: Revenue Expectations - The revenue estimate for Q2 2025 is $16.18 billion, indicating a 2.89% year-over-year decline [5]. - Delta has provided a cautious outlook for Q2 2025, projecting adjusted revenues to either decline by 2% or increase by up to 2% year-over-year [5]. Group 3: Influencing Factors - Geopolitical uncertainty, tariff pressures, and persistent inflation are expected to negatively impact Delta's operations and travel demand, particularly in international and business segments [3]. - Rising labor costs are projected to increase by 13.2% compared to Q2 2024, which may pressure margins and revenue [4]. - Low oil prices, which decreased by 6% in the April-June 2025 period, could help offset some cost pressures for Delta [6]. Group 4: Earnings Prediction Model - Delta has an Earnings ESP of +0.26% and a Zacks Rank of 3, suggesting a potential earnings beat this quarter [7].

Constellation Brands, Inc. (STZ) is scheduled to release first-quarter fiscal 2026 results on July 1, 2025. The alcoholic beverage bigwig is expected to have recorded top and bottom-line declines in the to-be-reported quarter.The Zacks Consensus Estimate for the company’s fiscal first-quarter earnings is pegged at $3.34 per share, indicating a 6.4% decline from the year-ago quarter’s actual. The consensus mark has moved down 1.5% in the past seven days. The consensus estimate for revenues is pegged at $2.6 ...

Investing in this stock is not a "snap." It's actually kind of risky.Stock of social media star Snap (SNAP 4.97%) ran up 6.1% through 1:11 p.m. ET Friday after analysts at Edgewater Research claimed that other analysts' consensus forecasts for Q2 2025 were "setting a low bar," creating the potential for an earnings beat.Actually, the potential for a second earnings beat. Snap's earnings history -- and futureSnap last reported earnings in April (for Q1), doubling consensus forecasts with $0.08 in profit per ...

The company reported financial results after market close Tuesday and logged record fiscal year revenue of $820.6 million, up 14% over the prior period. AeroVironment reported net income of $16.66 million for the fourth quarter, or 59 cents per share, compared to net income of $6.05 million, or 22 cents per share, last year. This is breaking news. Please refresh for updates. Earnings: $1.61 per share adjusted vs $1.39 per share expected Revenue: $275 million vs $242 million expected In this article An unman ...

Colony Bankcorp Inc’s (NYSE: NYSE: CBAN ) earnings for the last two quarters have exceeded my expectations given in my last report on the company. I’m now expecting the company to report an EPS of $1.59 for 2025, up from myAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (ot ...

Key Takeaways PAYX is expected to report Q4 revenues of $1.4B, up 9.3% year over year on solid segmental growth. Management Solutions revenues are forecast to rise 5.2% on client growth, pricing and product penetration. PEO and insurance revenues are projected to grow 4.4% on higher worksite employees and PEO insurance gains.Paychex, Inc. (PAYX) will release its fourth-quarter fiscal 2025 results on June 25, before market open.PAYX has delivered a decent earnings surprise in the trailing four quarters, wi ...

Key Takeaways NIKE expects Q4 revenues to fall 15% and EPS to drop 89% amid macro and lifestyle demand headwinds. China weakness, digital softness and margin pressure are key hurdles ahead of the June 26 earnings report. NKE's high costs and shrinking gross margin reflect ongoing restructuring and cost management efforts.NIKE Inc. (NKE) is slated to release fourth-quarter fiscal 2025 results on June 26. The leading sports apparel retailer is estimated to have witnessed year-over-year declines in the top a ...

Core Insights - Kroger Co. reported mixed results for Q1 fiscal 2025, with revenues falling short of estimates and declining year over year, while earnings exceeded expectations and improved from the previous year [1][3] - Strong underlying performance was driven by solid sales in pharmacy, e-commerce, and fresh categories, leading management to raise its identical sales without fuel growth outlook [1][8] Financial Performance - Adjusted earnings were $1.49 per share, beating the Zacks Consensus Estimate of $1.45 and improving from $1.43 in the prior year [3][8] - Total sales were $45,118 million, down from $45,269 million year over year and below the Zacks Consensus Estimate of $45,383 million [3][4] - Excluding fuel and Kroger Specialty Pharmacy, total sales rose 3.7% year over year, with identical sales without fuel increasing by 3.2% [4] Margin and Cost Analysis - Gross margin expanded by 100 basis points to 23%, driven by the divestiture of Kroger Specialty Pharmacy, reduced shrink, and lower supply-chain expenses [5] - The Operating, General and Administrative rate increased by 63 basis points, attributed to the sale of Kroger Specialty Pharmacy and contributions to a multi-employer pension plan [6] Balance Sheet and Guidance - Kroger ended the quarter with cash of $340 million, total debt of $17,945 million, and shareholders' equity of $8,908 million [7] - The company reaffirmed its fiscal 2025 capital expenditure outlook of $3.6 billion to $3.8 billion and maintained adjusted free cash flow guidance of $2.8 billion to $3 billion [7] Future Outlook - For fiscal 2025, Kroger now expects identical sales without fuel to increase between 2.25% and 3.25%, up from the previous range of 2%-3% [8] - Adjusted earnings guidance remains between $4.60 and $4.80 per share, compared to $4.47 in fiscal 2024 [8]

Key Takeaways Kroger is expected to post Q1 revenues of $45.38B, up 0.3% year over year, and EPS of $1.45, up 1.4%. Growth in private-label brands, digital sales and media income is likely to support Kroger's top line. Kroger stock has climbed 30.3% in a year, trailing WMT but outperforming COST and DG.The Kroger Co. (KR) is set to report its first-quarter fiscal 2025 results on June 20, before the opening bell. KR is likely to have registered a marginal increase in the top line. The Zacks Consensus Estim ...