Core Viewpoint - COSCO SHIPPING Holdings Co., Ltd. has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][4]. Earnings Estimates and Ratings - The Zacks rating system is based solely on a company's changing earnings picture, tracking the Zacks Consensus Estimate for EPS from sell-side analysts [2]. - The Zacks rating upgrade for China Cosco reflects an optimistic earnings outlook, likely leading to increased buying pressure and a rise in stock price [4][6]. Impact of Earnings Estimates on Stock Prices - Changes in a company's future earnings potential, as shown by earnings estimate revisions, are strongly correlated with near-term stock price movements, influenced by institutional investors [5]. - Rising earnings estimates for China Cosco indicate an improvement in the company's underlying business, which should drive the stock price higher [6]. Importance of Earnings Estimate Revisions - Empirical research supports a strong correlation between earnings estimate revisions and near-term stock movements, making it beneficial to track these revisions for investment decisions [7]. - The Zacks Rank stock-rating system effectively utilizes earnings estimate revisions to classify stocks into five groups, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [8]. Specific Earnings Estimates for China Cosco - For the fiscal year ending December 2025, China Cosco is expected to earn $1.31 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 7% over the past three months [9]. Conclusion on Zacks Rating System - The Zacks rating system maintains a balanced proportion of "buy" and "sell" ratings across its universe of over 4,000 stocks, with only the top 5% receiving a "Strong Buy" rating [10]. - The upgrade of China Cosco to Zacks Rank 1 places it in the top 5% of stocks based on estimate revisions, suggesting potential for market-beating returns in the near term [11].

Core Insights - Danaher Corporation (DHR) is set to release its second-quarter 2025 results on July 22, before market open [1] Revenue Estimates - The Zacks Consensus Estimate for revenues is $5.84 billion, reflecting a 1.6% increase from the same quarter last year [2] - The consensus estimate for earnings is $1.64 per share, indicating a 4.7% decrease from the year-ago quarter [2] Segment Performance - The Life Sciences segment is expected to see a revenue decline of 3.4% to $1.71 billion due to weak demand in protein consumables, flow cytometry, and lab automation solutions [3] - The Biotechnology segment is projected to grow by 7% to $1.83 billion, driven by increased demand for bioprocessing consumables from large pharmaceutical customers [5] - The Diagnostics segment is anticipated to increase by 1.1% to $2.29 billion, supported by solid momentum in pathology and acute care diagnostics [6] Cost and Expenses - SG&A expenses are expected to rise by 5.8% to $1.55 billion, which may negatively impact the bottom line [4] - Foreign currency headwinds are likely to affect profitability due to significant international operations [4] Recent Developments - Danaher acquired Abcam plc in December 2023, enhancing its Life Sciences segment with a strong product portfolio and innovation capabilities [7] Earnings Prediction - The Earnings ESP for DHR is 0.00%, indicating no clear prediction for an earnings beat this quarter [9] - The company currently holds a Zacks Rank of 4 (Sell) [11]

Key Takeaways ET units rose 1.5% in three months, topping the industry's 0.2% growth over the same period. ET benefits from 140,000 miles of pipeline and 90% fee-based earnings shielding from volatility. Strategic acquisitions and $5B in 2025 capex aim to boost volume, scale, and operational efficiency.Units of Energy Transfer LP (ET) have rallied 1.5% in the past three months compared with the Zacks Oil and Gas - Production Pipeline - MLB industry’s growth of 0.2%. The oil and gas midstream firm owns a w ...

Core Viewpoint - Baker Hughes (BKR) is expected to report second-quarter 2025 results on July 22, with indications of a decline in both earnings and revenues compared to the previous year [1][7]. Group 1: Earnings Performance - In the last reported quarter, BKR's adjusted earnings were 51 cents per share, exceeding the Zacks Consensus Estimate of 47 cents, driven by higher demand for natural gas technology and improved EBITDA margins [2]. - The Zacks Consensus Estimate for second-quarter earnings per share is 55 cents, reflecting a 3.5% decline from the prior year's reported figure [2]. - The estimated revenue for the second quarter is $6.6 billion, indicating a 7.1% decline from the year-ago figure [2]. Group 2: Market Conditions - The average WTI spot prices for April, May, and June were $63.54, $62.17, and $68.17 per barrel, respectively, suggesting a favorable pricing environment for exploration and production companies [3]. - The advantageous crude pricing is expected to boost demand for oilfield services, aiding exploration and production players in efficiently managing oil and gas wells [3]. Group 3: Order and Revenue Estimates - The Zacks Consensus Estimate for BKR's total orders is $6.8 billion, down from $7.5 billion reported in the same quarter last year [4]. - Orders from the Oilfield Services & Equipment business are estimated at $3.5 billion, lower than the $4.1 billion reported in the previous year [4]. - Revenue from the Oilfield Services & Equipment segment is projected to decline by 10% year-over-year, which may negatively impact overall results for the upcoming quarter [5][7]. Group 4: Earnings Expectations - The current Earnings ESP for BKR is +3.03%, but the model does not indicate a definitive earnings beat this time [6][8]. - BKR holds a Zacks Rank of 4 (Sell), which suggests a less favorable outlook compared to other stocks in the sector [8].

Shares of Opendoor Technologies (OPEN 13.94%) were skyrocketing again today, capping off a remarkable week for the online home-flipper, which has surged on a combination of a meme stock rally, a possible short squeeze, and a thesis shared on Reddit and X.com that the company could be the next Carvana -- a stock that has jumped more than 100 times after nearly going into bankruptcy a few years ago.Today's move also likely benefits from it being Options Friday, as monthly options expires on the third Friday o ...

Moog (MOG.A) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 25. On the ot ...

Wall Street expects a year-over-year decline in earnings on lower revenues when Lear (LEA) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 25, might help the stock move higher if these key numbers are better than expectations. On the ot ...

For those looking to find strong Industrial Products stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Esab (ESAB) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Industrial Products peers, we might be able to answer that question.Esab is one of 189 companies in the Industrial Products group. The Industrial Products group currently sits at #2 within the Zacks Sector Rank. The Zacks Sector Rank ...

For those looking to find strong Aerospace stocks, it is prudent to search for companies in the group that are outperforming their peers. Elbit Systems (ESLT) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Elbit Systems is one of 58 individual stocks in the Aerospace sector. Collectively, these companies sit at #5 in the Zacks Sector Rank. Th ...

For the quarter ended June 2025, Autoliv, Inc. (ALV) reported revenue of $2.71 billion, up 4.2% over the same period last year. EPS came in at $2.21, compared to $1.87 in the year-ago quarter.The reported revenue represents a surprise of +3.36% over the Zacks Consensus Estimate of $2.63 billion. With the consensus EPS estimate being $2.07, the EPS surprise was +6.76%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their n ...