Key Takeaways EME's Q4 earnings estimate rose to $6.68, up 5.7% year over year.EMCOR expects data center and manufacturing demand to drive 13.6% revenue growth.EME faces margin pressure, project delays and lower U.K. activity amid divestiture.EMCOR Group, Inc. (EME) is scheduled to report fourth-quarter 2025 results on Feb. 26, before the opening bell.In the last reported quarter, its earnings and revenues missed the Zacks Consensus Estimate by 1.2% and 0.4%, respectively. Moreover, both the metrics increas ...

Core Viewpoint - FirstEnergy Corporation (FE) is expected to report its fourth-quarter 2025 results on February 17, with an earnings surprise of 9.21% in the previous quarter [1] Group 1: Q4 Expectations - The Zacks Consensus Estimate for FE's earnings is 52 cents per share, reflecting a year-over-year decline of 22.39% [2] - The Zacks Consensus Estimate for revenues is $3.24 billion, indicating a year-over-year improvement of 1.96% [2] Group 2: Factors Impacting Q4 Performance - FirstEnergy's ongoing infrastructure maintenance and upgrade projects under the Energize365 program, a $28 billion investment initiative, are expected to positively influence earnings by reducing outage frequency and duration [3] - The company is well-positioned to benefit from the increasing electricity demand from data centers in its service regions, which is likely to contribute to fourth-quarter earnings [4] - Demand from a diversified customer base and strong performance from organic assets, along with new electric rates implemented in Ohio and New Jersey in mid-2025, are anticipated to further support fourth-quarter earnings [5] Group 3: Earnings Prediction Model - The current model does not predict a definitive earnings beat for FirstEnergy, as the Earnings ESP stands at -0.26% and the company holds a Zacks Rank of 2 (Buy) [6][7]

Core Viewpoint - Stanley Black & Decker, Inc. is set to report its fourth-quarter 2025 results on February 4, with expected revenues of $3.76 billion, reflecting a 1.1% year-over-year growth, while adjusted earnings are projected at $1.27 per share, indicating a 14.8% decline from the previous year [1][9]. Group 1: Earnings Estimates and Performance - The consensus estimate for earnings has remained stable over the past 60 days, with the company having a strong earnings surprise history, outperforming estimates in the last four quarters with an average surprise of 57.8% [2]. - The Tools & Outdoor segment is anticipated to see a revenue increase of 1% year-over-year to $3.26 billion, driven by strong performance in the DEWALT business and a recovery in outdoor product demand [3]. - The Engineered Fastening segment is expected to grow by 1.9% year-over-year to $502 million, supported by strength in the aerospace market and recovery in the automotive sector, despite challenges in the general industrial market [4]. Group 2: Challenges and Cost Management - The company has been facing high costs and operating expenses, which are likely to impact performance, alongside supply-chain challenges and labor shortages, particularly in the aerospace market [5]. - Despite these challenges, Stanley Black's cost-reduction program is expected to positively influence its bottom line, with anticipated healthy margin performance due to supply-chain transformation and inventory reduction efforts [6]. Group 3: Earnings Prediction Insights - The earnings prediction model indicates that Stanley Black does not conclusively show an earnings beat this time, with an Earnings ESP of -1.56%, as the most accurate estimate is $1.25 per share, lower than the consensus estimate of $1.27 [7][8].

Core Insights - Jacobs Solutions, Inc. is set to report its first-quarter fiscal 2026 results on February 3, with expectations of continued growth in earnings and revenues [1][4] Financial Performance - In the last reported quarter, Jacobs' adjusted earnings and revenues exceeded the Zacks Consensus Estimate by 4.8% and 0.6%, respectively, with year-over-year increases of 27.7% in earnings and 6.6% in revenues [1][2] - The Zacks Consensus Estimate for the upcoming quarter's earnings per share is $1.52, reflecting a 14.3% year-over-year increase from $1.33, while revenues are estimated at $3.18 billion, an 8.5% increase from $2.93 billion in the prior year [3] Growth Drivers - Jacobs' fiscal first-quarter performance is expected to show steady year-over-year growth, driven by strong demand in sectors such as water, life sciences, data centers, transportation, and energy-related infrastructure [4][9] - The Infrastructure & Advanced Facilities segment, which accounted for 89.5% of total revenues in fiscal 2025, is anticipated to benefit from ongoing strength in Water & Environmental, Life Sciences, Advanced Manufacturing, and Critical Infrastructure [6][10] - The PA Consulting segment, making up 10.5% of total revenues, is expected to contribute steadily, supported by public-sector and private-sector advisory work [9] Market Conditions - The company anticipates net revenue growth of 5.5% to 7.5% and a low to mid-15% margin, indicating typical seasonal patterns for the fiscal first quarter [5] - Demand for Critical Infrastructure is expected to remain broad-based, driven by transportation programs and energy-related investments, which continue to support revenue visibility [8] Operational Efficiency - Jacobs' bottom line is likely to have improved year-over-year due to a favorable mix, increased use of global delivery centers, and evolving commercial models that enhance profitability [11]

Core Insights - Carvana (CVNA) is expected to report second-quarter 2025 results with earnings estimated at $1.10 per share and revenues at $4.56 billion, reflecting a year-over-year earnings growth of 685.7% and a revenue increase of 33.6% [1][2] Financial Performance - The Zacks Consensus Estimate for Carvana's 2025 revenues is $18.1 billion, indicating a 32.3% year-over-year rise, while the EPS estimate is $5.04, suggesting a 217% increase year-over-year [2] - For Q2 2025, adjusted EBITDA is projected to grow nearly 48% year-over-year to $524.2 million, driven by strong sales and cost-efficiency improvements [6][10] Sales and Market Position - Carvana's retail sales have shown significant momentum, with a 46% year-over-year increase in retail unit sales in Q1 2025, and an expected 33.8% growth in Q2 2025, with approximately 135,750 vehicles anticipated to be sold [4][5] - The company has sold over 100,000 vehicles for four consecutive quarters, maintaining its position as the second-largest used car retailer in the U.S. [4][11] Cost Management and Efficiency - Carvana's turnaround strategy includes cutting expenses through improved technology, leaner staffing, reduced advertising, and better inventory management, which are enhancing efficiency and profitability [5][10] - The adjusted EBITDA margin has reached 11.5%, leading the public auto dealer sector due to effective cost management [10] Valuation and Market Performance - Year-to-date, Carvana's shares have surged 60%, outperforming competitors like CarMax and Sonic Automotive [7] - Carvana trades at a forward 12-month price-to-sales ratio of 3.38, significantly higher than CarMax (0.32) and Sonic Automotive (0.17), reflecting stronger growth expectations [8] Strategic Growth Opportunities - The acquisition of ADESA U.S. has bolstered Carvana's logistics and vehicle processing capabilities, providing room for growth despite holding only about 1% of the market share [11]