The market expects United Airlines (UAL) to deliver a year-over-year decline in earnings on higher 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 rele ...

Core Viewpoint - TransDigm Group (TDG) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to show quarterly earnings of $10.25 per share, reflecting a year-over-year increase of 4.3%, while revenues are projected to reach $2.41 billion, marking a 10.1% increase from the previous year [3]. - The consensus EPS estimate has been revised down by 6.4% over the last 30 days, indicating a reassessment by analysts regarding the company's earnings prospects [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for TransDigm is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.76%, suggesting a bearish outlook from analysts [12]. - The stock currently holds a Zacks Rank of 5, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, TransDigm was expected to post earnings of $9.78 per share but delivered $9.60, resulting in a surprise of -1.84% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Conclusion - TransDigm does not appear to be a strong candidate for an earnings beat based on current estimates and rankings, but investors should consider other factors when making decisions regarding the stock ahead of the earnings release [17].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Aaon, despite an expected increase in revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - Aaon is projected to report quarterly earnings of $0.33 per share, reflecting a year-over-year decrease of 47.6%. Revenues are expected to reach $338.05 million, which is a 3.3% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.09% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +3.50% for Aaon, suggesting analysts are optimistic about the company's earnings prospects [12]. Historical Performance - In the last reported quarter, Aaon was expected to earn $0.31 per share but only achieved $0.22, resulting in a surprise of -29.03%. Over the last four quarters, the company has beaten consensus EPS estimates twice [13][14]. Investment Considerations - While a potential earnings beat is indicated, other factors may influence stock performance, making it essential to consider the broader context beyond just earnings results [15][17].

Core Viewpoint - Wall Street anticipates flat earnings for DT Midstream in the upcoming quarter, with earnings expected to be $0.98 per share, unchanged from the previous year, while revenues are projected to increase by 22.6% to $299.03 million [3][11]. Earnings Expectations - The earnings report is set to be released on July 31, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - The consensus EPS estimate has been revised down by 1.14% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +0.41% for DT Midstream, suggesting a likelihood of beating the consensus EPS estimate [11]. - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [9]. Historical Performance - In the last reported quarter, DT Midstream was expected to earn $1.07 per share but reported $1.06, resulting in a surprise of -0.93% [12]. - Over the past four quarters, the company has surpassed consensus EPS estimates two times [13]. Industry Context - National Fuel Gas, another player in the oil and gas sector, is expected to report earnings of $1.5 per share, reflecting a year-over-year increase of 51.5%, with revenues projected to rise by 47.8% to $617.15 million [17][18].

Core Viewpoint - The market anticipates Appian (APPN) will report a year-over-year increase in earnings driven by higher revenues when it releases its quarterly results for the period ending March 2025 [1][2] Earnings Expectations - Appian is expected to report quarterly earnings of $0.03 per share, reflecting a year-over-year increase of +112.5% [3] - Revenue projections stand at $162.84 million, which is an increase of 8.7% compared to the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised down by 6.82% over the last 30 days, indicating a reassessment by analysts regarding the company's earnings outlook [4] - The Most Accurate Estimate for Appian is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -25%, suggesting a bearish sentiment among analysts [10][11] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the likelihood of actual earnings deviating from consensus estimates, with positive readings being more reliable [7][8] - Appian currently holds a Zacks Rank of 3, which complicates the prediction of an earnings beat [11] Historical Performance - In the last reported quarter, Appian was expected to incur a loss of $0.01 per share but instead reported break-even earnings, resulting in a surprise of +100% [12] - Over the past four quarters, Appian has exceeded consensus EPS estimates three times [13] Conclusion - While Appian does not appear to be a strong candidate for an earnings beat, investors should consider other factors when making investment decisions ahead of the earnings release [16]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Affirm Holdings due to higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Affirm Holdings is expected to report a quarterly loss of $0.08 per share, reflecting an 81.4% improvement year-over-year, with revenues projected at $783.11 million, a 35.9% increase from the previous year [3]. - The earnings report is scheduled for May 8, 2025, and could lead to stock price increases if results exceed expectations [2]. Estimate Revisions - The consensus EPS estimate has been revised 4.88% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Zacks Earnings ESP model suggests that recent estimate revisions may provide insights into business conditions leading up to the earnings release [5][6]. Earnings Surprise Potential - Affirm Holdings has a positive Earnings ESP of +63.27%, indicating a strong likelihood of beating the consensus EPS estimate, supported by a Zacks Rank of 1 [11]. - The company has a history of exceeding consensus EPS estimates, having done so in the last four quarters, including a significant surprise of +215% in the last reported quarter [12][13]. Conclusion - Affirm Holdings is positioned as a compelling candidate for an earnings beat, but investors should consider additional factors beyond earnings results when making investment decisions [16].