The market expects Delta Air Lines (DAL) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended December 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 expected to be relea ...

Key Takeaways HELE's Q3 revenues are projected at $505.4M, down 4.8% from the year-ago period.Earnings are estimated at $1.75 per share, a 36% decline from last year's quarter.Weak demand and higher SG&A are concerns, while savings from Project Pegasus offer respite.Helen of Troy Limited ((HELE) is likely to register a decline in both top and bottom lines when it reports third-quarter fiscal 2026 earnings on Jan. 8. The Zacks Consensus Estimate for quarterly revenues is pegged at $505.4 million, implying a ...

Group 1: Stock Performance - TSMC's stock increased by 1.44% to $303.89, outperforming the S&P 500, which fell by 0.74% [1] - Prior to the latest trading session, TSMC shares had gained 2.56%, surpassing the Computer and Technology sector's gain of 0.14% and the S&P 500's gain of 0.79% [1] Group 2: Upcoming Earnings - TSMC is expected to report an EPS of $2.72, reflecting a growth of 21.43% compared to the same quarter last year [2] - Revenue is forecasted to be $32.6 billion, indicating a growth of 21.26% year-over-year [2] Group 3: Full Year Estimates - Analysts predict earnings of $10.17 per share and revenue of $121 billion for the full year, representing increases of 44.46% and 34.32% respectively from the previous year [3] - Recent adjustments to analyst estimates for TSMC may indicate changing near-term business trends, with positive revisions seen as a favorable sign for the business outlook [3] Group 4: Valuation Metrics - TSMC has a Forward P/E ratio of 29.47, which is in line with the industry average [6] - The PEG ratio for TSMC is currently 1.03, matching the average PEG ratio for the Semiconductor - Circuit Foundry industry [6] Group 5: Industry Ranking - The Semiconductor - Circuit Foundry industry is ranked 108 in the Zacks Industry Rank, placing it in the top 44% of over 250 industries [7] - Research indicates that industries in the top 50% outperform those in the bottom half by a factor of 2 to 1 [7]

The market expects Constellation Brands (STZ) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended November 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 January 7, might help the stock move higher if these key numbers a ...

The market expects Jefferies (JEF) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended November 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 expected to be released on ...

Key Takeaways CCL's Q4 EPS is projected at 25 cents, implying 78.6% year-over-year growth on higher revenues.Carnival likely saw gains from strong close-in demand, disciplined pricing and rising onboard spending.CCL faces margin pressure from likely high costs, ship maintenance and ongoing destination investments.Carnival Corporation & plc (CCL) is scheduled to release fourth-quarter fiscal 2025 results on Dec. 19.The Zacks Consensus Estimate for CCL’s fiscal fourth-quarter earnings per share (EPS) is pegge ...

Wall Street analysts expect Accenture (ACN) to post quarterly earnings of $3.74 per share in its upcoming report, which indicates a year-over-year increase of 4.2%. Revenues are expected to be $18.56 billion, up 4.9% from the year-ago quarter.The consensus EPS estimate for the quarter has been revised 0.1% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's earning ...

Core Viewpoint - Wall Street anticipates a year-over-year decline in CarMax's earnings due to lower revenues, with a focus on how actual results will compare to estimates [1][3] Earnings Expectations - CarMax is expected to report quarterly earnings of $0.32 per share, reflecting a 60.5% decrease year-over-year [3] - Revenues are projected to be $5.79 billion, down 7% from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised down by 6.95% over the last 30 days, indicating a reassessment by analysts [4] - A negative Earnings ESP of -17.56% suggests analysts have become bearish on CarMax's earnings prospects [10][11] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, but is more reliable for positive readings [7][8] - CarMax's current Zacks Rank is 5, which complicates predictions of an earnings beat [11] Historical Performance - In the last reported quarter, CarMax was expected to earn $1.03 per share but only achieved $0.64, resulting in a surprise of -37.86% [12] - Over the past four quarters, CarMax has beaten consensus EPS estimates twice [13] Conclusion - CarMax does not appear to be a strong candidate for an earnings beat, and investors should consider other factors before making investment decisions [16]

Core Insights - Campbell Soup Company reported earnings per share of $0.77, surpassing the estimated $0.73, indicating strong financial performance [1][6] - The company achieved a revenue of approximately $2.68 billion, exceeding the estimated $2.66 billion, driven by strong consumer demand for its products [2][6] - CEO Mick Beekhuizen highlighted the effectiveness of Campbell's in-market execution and reaffirmed guidance for fiscal year 2026, reflecting confidence in the company's strategic direction [3][6] Financial Metrics - Campbell's P/E ratio is approximately 14.87, suggesting a reasonable valuation compared to its earnings [4] - The price-to-sales ratio is about 0.87, indicating the market's valuation of its sales [4] - The enterprise value to sales ratio is around 1.56, reflecting the company's total valuation in relation to its sales [4] - The enterprise value to operating cash flow ratio is approximately 14.03, providing insight into cash flow efficiency [4] Investment Considerations - The earnings yield of 6.72% offers a return on investment relative to the share price [5] - The debt-to-equity ratio of 1.85 indicates a higher reliance on debt financing compared to equity [5] - The current ratio of 0.77 highlights the company's ability to cover short-term liabilities with short-term assets, suggesting areas for potential improvement in liquidity management [5]

Core Insights - Genesco Inc. (GCO) reported lower-than-expected third-quarter fiscal 2025 results, with adjusted earnings of 79 cents per share, missing the Zacks Consensus Estimate of 87 cents, but showing an increase from 61 cents in the same quarter last year [2] Financial Performance - Net sales increased by 3% to $616.2 million, falling short of the Zacks Consensus Estimate of $618 million, driven by a 5% rise in same-store sales, increased wholesale sales, and favorable foreign exchange impacts, but offset by net store closings and a 3% decline in e-commerce sales [3] - Comparable sales fell by 2% at Schuh Group and Johnston & Murphy Group, while Journeys Group saw a 6% increase, leading to a total comparable sales rise of 3% for Genesco [4] Margin and Expenses - Gross margin decreased to 46.8%, down 100 basis points year-over-year, primarily due to lower margins at Genesco Brands Group and increased promotional activity at Schuh, partially offset by reduced shipping and warehouse costs for Journeys and Schuh [5] - Selling and administrative expenses were 44.7%, down 140 basis points as a percentage of sales, reflecting cost-saving measures, with adjusted operating income rising 25.2% to $12.9 million from $10.3 million in the previous year [6] Financial Snapshot - As of the end of the quarter, Genesco had approximately $27 million in cash, $69.8 million in long-term debt, and $513.8 million in shareholders' equity, with inventories increasing by 6.7% to $558.1 million [7] - The company incurred $18 million in capital expenditures during the quarter and anticipates $55–$65 million in capital expenditures for fiscal 2027, focusing on growth initiatives [8] Future Outlook - Genesco has revised its fiscal 2026 outlook, now expecting approximately 2% sales growth and adjusted earnings per share of around 95 cents, down from previous expectations of 3-4% sales growth and earnings of $1.30-$1.70 [11][12][13]