London-based Pentair plc (PNR) is a global leader in water treatment and sustainable fluid management solutions. The company, valued at a market cap of $18.1 billion, designs and manufactures a wide range of products that help move, treat, store, and enjoy water efficiently and responsibly. Its offerings span residential, commercial, industrial, and infrastructure markets, including pool equipment, filtration systems, pumps, and water purification technologies. The company is set to unveil its third-quar ...

The upcoming report from PepsiCo (PEP) is expected to reveal quarterly earnings of $2.27 per share, indicating a decline of 1.7% compared to the year-ago period. Analysts forecast revenues of $23.88 billion, representing an increase of 2.4% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a company's earnings release, it is of utmos ...

Core Viewpoint - Analysts project that Costco will report quarterly earnings of $5.81 per share, reflecting a 12.8% year-over-year increase, with revenues expected to reach $86.23 billion, an 8.2% increase from the same quarter last year [1]. Earnings Projections - Over the last 30 days, the consensus EPS estimate has been revised upward by 0.4%, indicating a collective reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts expect 'Geographic Revenue - Canada' to be $12.02 billion, an 8.5% increase from the prior year [5]. - 'Geographic Revenue - Other International' is projected at $11.74 billion, reflecting a 9.7% year-over-year change [5]. - 'Geographic Revenue - United States' is forecasted to reach $62.63 billion, indicating an 8.2% increase from the previous year [5]. Comparable Sales - 'Comparable sales - Total Company' are expected to be 5.5%, slightly up from 5.4% a year ago [6]. - 'Changes in comparable sales excluding foreign-currency and gasoline prices - Total Company' are projected at 6.5%, down from 6.9% in the previous year [6]. - 'Comparable sales - U.S.' are anticipated to reach 5.6%, compared to 5.3% in the same quarter last year [10]. Warehouse Growth - The total number of warehouses worldwide is projected to reach 913, up from 891 a year ago [7]. - The number of warehouses in the United States and Puerto Rico is expected to be 629, compared to 614 in the previous year [7]. International Sales Performance - 'Changes in comparable sales excluding foreign-currency and gasoline prices - Other International' are expected to be 6.8%, down from 9.3% in the same quarter last year [8]. - For Canada, the estimate for 'Changes in comparable sales excluding foreign-currency and gasoline prices' is 7.1%, down from 7.9% a year ago [9]. - The consensus for the U.S. stands at 6.0%, compared to 6.3% in the previous year [9]. Stock Performance - Costco shares have seen a -0.8% change over the past month, contrasting with a +4% move in the Zacks S&P 500 composite [11].

Core Viewpoint - Wall Street analysts expect Gen Digital (GEN) to report quarterly earnings of $0.60 per share, reflecting a year-over-year increase of 13.2%, with revenues projected at $1.18 billion, a 22.4% increase compared to the previous year [1]. Group 1: Earnings Projections - The consensus EPS estimate for the quarter has been revised upward by 0.9% over the past 30 days, indicating a collective reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Group 2: Revenue Estimates - Analysts estimate 'Net Revenues- Cyber Safety Revenue- Direct customer revenues' to be $967.44 million, representing a 13.8% increase year-over-year [5]. - The consensus for 'Net Revenues- Total Cyber Safety Revenue' is projected to reach $1.09 billion, indicating a 15% year-over-year change [5]. - 'Net Revenues- Legacy Revenue' is expected to be $11.56 million, reflecting a decline of 17.5% year-over-year [6]. - The estimate for 'Net Revenues- Cyber Safety Revenue- Partner revenues' stands at $126.13 million, suggesting a 24.9% increase from the year-ago quarter [6]. Group 3: Stock Performance - Over the past month, Gen Digital shares have decreased by 3.7%, while the Zacks S&P 500 composite has increased by 1% [6]. - Gen Digital holds a Zacks Rank 3 (Hold), indicating that its performance is likely to align with the overall market in the near term [6].

Core Viewpoint - The upcoming earnings report for Epam (EPAM) is anticipated to show a quarterly earnings increase of 6.5% year-over-year, with revenues expected to rise by 16.3% [1] Revenue Estimates - The consensus estimate for 'Revenues by Industry Verticals- Financial Services' is $312.51 million, reflecting a year-over-year increase of 27.9% [4] - 'Revenues by Industry Verticals- Software & Hi-Tech' is projected to reach $189.86 million, indicating a 12.5% increase from the previous year [4] - 'Revenues by Industry Verticals- Life Sciences & Healthcare' is expected to be $162.54 million, showing a 16% year-over-year change [5] - 'Revenues by Industry Verticals- Emerging Verticals' is estimated at $215.24 million, representing a 22.8% increase from the prior year [5] - 'Revenues by Industry Verticals- Consumer Goods, Retail & Travel' is forecasted to be $269.77 million, indicating a 6.9% year-over-year change [6] - 'Revenues by Contract Type- Time-and-material' is expected to reach $1.12 billion, reflecting an 18.3% increase from the previous year [6] - 'Revenues by Contract Type- Fixed-price' is projected at $205.76 million, indicating a 5.2% increase year-over-year [7] - 'Revenues by Contract Type- Licensing and other revenues' is expected to be $10.78 million, showing a significant increase of 47.2% from the prior year [7] - 'Revenues by Industry Verticals- Business Information & Media' is estimated at $182.45 million, reflecting a 10.1% increase year-over-year [8] - 'Revenues by Customer Location- Americas' is projected to be $799.89 million, indicating a 15.7% year-over-year change [8] - 'Revenues by Customer Location- APAC' is expected to reach $27.19 million, reflecting a 12.9% increase from the previous year [9] - 'Revenues by Customer Location- EMEA' is estimated at $498.60 million, indicating a 15.6% year-over-year change [9] Stock Performance - Epam shares have decreased by 17.4% over the past month, contrasting with the Zacks S&P 500 composite's increase of 0.6% [9]

Core Viewpoint - Analysts forecast that Marathon Petroleum (MPC) will report quarterly earnings of $3.22 per share, indicating a year-over-year decline of 21.8%, with anticipated revenues of $30.91 billion, a decrease of 19.4% compared to the previous year [1] Earnings Projections - The consensus EPS estimate for the quarter has been revised upward by 22.9% over the past 30 days, reflecting a collective reappraisal by analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3] Key Metrics Forecast - Analysts predict 'Refining & Marketing - Refinery throughputs - Net refinery throughput' to reach 2,950.66 thousand barrels of oil per day, down from 3,065.00 thousand barrels per day in the same quarter last year [5] - The forecast for 'Refining & Marketing - Refinery throughputs - Crude oil refined' is 2,778.04 thousand barrels of oil per day, compared to 2,867.00 thousand barrels per day in the same quarter last year [6] - For 'Refining & Marketing - Refinery throughputs - Other charge and blendstocks', the expected throughput is 171.27 thousand barrels of oil per day, down from 198.00 thousand barrels per day in the same quarter last year [7] - Analysts expect 'Adjusted EBITDA- Refining & Marketing' to be $1.49 billion, compared to $1.97 billion from the previous year [7] - The projected 'Adjusted EBITDA- Midstream' is $1.67 billion, slightly up from $1.62 billion year-over-year [8] Stock Performance - Over the past month, Marathon Petroleum shares have recorded a return of -2.1%, while the Zacks S&P 500 composite has changed by +2.7% [8] - Based on its Zacks Rank 3 (Hold), MPC is expected to perform in line with the overall market in the upcoming period [8]

Core Viewpoint - Analysts forecast Ares Management (ARES) will report quarterly earnings of $1.12 per share, reflecting a year-over-year increase of 13.1%, with revenues expected to reach $1.05 billion, a 33% increase compared to the previous year [1]. Earnings Projections - Over the last 30 days, there has been a downward revision of 0.2% in the consensus EPS estimate for the quarter, indicating a collective reconsideration by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Financial Metrics Forecast - The consensus estimate for 'Financial Details Segments- Other fees' is $35.92 million, indicating a year-over-year change of +55.7% [5]. - The estimate for 'Financial Details Segments- Fee related performance revenues' is $18.87 million, reflecting a decrease of -12.5% from the previous year [5]. - Analysts predict 'Financial Details Segments- Management fees' will reach $918.85 million, showing a year-over-year increase of +26.5% [5]. - 'Financial Details Segments- Performance income-realized' is expected to be $121.20 million, a change of +10.5% from the prior year [6]. FPAUM Rollforward Estimates - The 'FPAUM Rollforward - Ending Balance - Total' is projected to be $350.31 billion, up from $275.85 billion year-over-year [6]. - 'FPAUM Rollforward - Ending Balance - Credit Group' is expected to reach $227.22 billion, compared to $197.09 billion in the same quarter last year [7]. - The estimate for 'FPAUM Rollforward - Ending Balance - Private Equity Group' is $12.94 billion, up from $12.27 billion year-over-year [7]. - 'FPAUM Rollforward - Ending Balance - Real Assets Group' is projected at $78.91 billion, significantly up from $41.62 billion in the previous year [8]. - 'FPAUM Rollforward - Ending Balance - Secondaries Group' is expected to be $24.56 billion, compared to $20.46 billion last year [8]. AUM Rollforward Estimates - The estimated 'AUM Rollforward - Ending Balance - Total' is $566.81 billion, up from $447.23 billion year-over-year [9]. - 'AUM Rollforward - Ending Balance - Private Equity Group' is projected at $26.98 billion, compared to $24.58 billion last year [9]. - The 'AUM Rollforward - Ending Balance - Real Assets Group' is expected to reach $129.38 billion, up from $67.69 billion in the same quarter of the previous year [10]. Stock Performance - Over the past month, Ares Management shares have recorded returns of +8.2%, outperforming the Zacks S&P 500 composite's +3.6% change [11].

Core Insights - Wall Street analysts forecast Confluent (CFLT) to report quarterly earnings of $0.08 per share, reflecting a year-over-year increase of 33.3% [1] - Anticipated revenues are projected to be $277.76 million, showing an 18.2% increase compared to the same quarter last year [1] Earnings Projections - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating analysts' reassessment of their initial projections [1][2] - Revisions to earnings projections are crucial for predicting investor behavior regarding the stock [2] Revenue Estimates - Analysts project 'Revenue- Services' to reach $10.18 million, indicating a -1.1% change from the prior-year quarter [3] - 'Revenue- Subscription' is expected to be $267.57 million, reflecting a +19.1% change from the year-ago quarter [4] - 'Revenue- Confluent Cloud' is anticipated to reach $149.48 million, showing a +27.8% change from the previous year [4] Remaining Performance Obligations - The consensus for 'Remaining performance obligations (RPO)' is estimated at $1.04 billion, compared to $887.80 million reported in the same quarter last year [5] Stock Performance - Over the past month, Confluent shares have recorded returns of +11.8%, outperforming the Zacks S&P 500 composite's +4.9% change [5] - Based on its Zacks Rank 3 (Hold), CFLT is expected to perform in line with the overall market in the upcoming period [5]

Company Overview - UDR Inc. is a premier multifamily real estate investment trust (REIT) set to announce its second-quarter 2025 results on July 30, with expectations of revenue growth but unchanged funds from operations (FFO) per share [1][11] - In the last reported quarter, UDR achieved an FFO as adjusted per share of 61 cents, aligning with the Zacks Consensus Estimate, reflecting year-over-year growth in same-store net operating income (NOI) due to higher occupancy and effective blended lease rates [2][11] Financial Performance - UDR's FFO as adjusted per share has met or surpassed the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 0.41% [3] - For the upcoming quarter, UDR is expected to report revenues of $422.24 million, a 2.15% year-over-year increase, while FFO per share is anticipated to remain steady at 62 cents [10][11] Market Conditions - The U.S. apartment market showed resilience in Q2 2025, absorbing over 227,000 units, surpassing previous peak leasing surges despite economic uncertainties [4] - National occupancy rates increased to 95.6%, up 140 basis points year-over-year, while rent growth remained muted at 0.19% in June [5] Supply and Demand Dynamics - Over 535,000 units were completed in the past year, with approximately 108,000 delivered in Q2 2025, indicating a historically elevated supply that the market has managed to absorb [6] - Tech-driven markets like San Francisco, San Jose, Boston, and New York are gaining momentum, while supply-heavy markets such as Austin, Phoenix, and Denver are experiencing significant rent cuts [7] Strategic Positioning - UDR's geographically diversified portfolio of A/B quality properties across urban and suburban markets positions the company to benefit from stable operating cash flows and limit concentration risks [8][9] - The company is leveraging technological initiatives and process enhancements to improve operational resiliency, which is expected to provide a competitive edge [9] Projections and Analyst Sentiment - Same-property NOI is projected to grow by 4.9% in Q2 2025, supported by tech-driven upgrades and operational enhancements [10][11] - The Zacks Consensus Estimate for quarterly FFO as adjusted per share has remained unchanged at 62 cents over the past three months, indicating a lack of analyst confidence in a surprise performance [12][13]

Core Insights - Wall Street analysts expect Sherwin-Williams (SHW) to report quarterly earnings of $3.76 per share, reflecting a year-over-year increase of 1.6% [1] - Revenues are projected to be $6.29 billion, which is a slight increase of 0.2% from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1] Revenue Estimates - Analysts predict 'Net sales- Paint Stores Group' to be $3.68 billion, representing a year-over-year increase of 1.6% [4] - 'Net sales- Consumer Brands Group' is expected to reach $826.14 million, indicating a decline of 2.2% year over year [4] - 'Net sales- Performance Coatings Group' is estimated at $1.77 billion, suggesting a decrease of 1.7% from the previous year [4] Store Metrics - The 'Net New Stores - Paint Stores Group' is projected to reach 20, up from 19 in the same quarter last year [5] - The expected 'Number of Stores - Paint Stores Group' is 4,811, compared to 4,720 a year ago [5] Profit Estimates - 'Segment Profit- Paint Stores Group' is anticipated to be $946.70 million, an increase from $907.10 million in the same quarter last year [6] - 'Adjusted segment profit- Performance Coatings Group (PCG)' is expected to be $337.39 million, down from $350.50 million year over year [6] - 'Adjusted segment profit- Consumer Brands Group (CBG)' is projected at $213.90 million, compared to $220.40 million in the previous year [7] Stock Performance - Over the past month, Sherwin-Williams shares have returned +2.5%, while the Zacks S&P 500 composite has changed by +4.2% [7] - Based on its Zacks Rank 2 (Buy), SHW is expected to outperform the overall market in the upcoming period [7]