Wall Street expects a year-over-year increase in earnings on higher revenues when BrightSpring Health Services, Inc. (BTSG) 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 stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be rel ...

Company Overview - AirSculpt Technologies, Inc. is an industry leader in premium body contouring procedures, focusing on next-generation treatments that optimize comfort and precision [3]. Financial Results Announcement - AirSculpt will report its second quarter 2025 financial results before the market opens on August 1, 2025, followed by a conference call at 8:30 a.m. Eastern Time on the same day [1]. Conference Call Details - The conference call can be accessed via a toll-free domestic number (1-877-407-9716) or an international number (1-201-493-6779) using the conference ID 13754561, with a live webcast available on the investor relations section of the AirSculpt website [2].

Core Viewpoint - CVS Health is expected to report a year-over-year decline in earnings despite an increase in revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - CVS Health is projected to post quarterly earnings of $1.47 per share, reflecting a year-over-year decrease of 19.7% [3]. - Revenues are anticipated to reach $93.72 billion, which is a 2.7% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.55% higher in the last 30 days, indicating a slight bullish sentiment among analysts [4]. - The Most Accurate Estimate for CVS Health is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +2.06% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a higher likelihood of an earnings beat, especially when combined with a Zacks Rank of 2 (Buy) [10][12]. - CVS Health has a Zacks Rank of 2, indicating a strong potential for beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, CVS Health exceeded the expected earnings of $1.71 per share by delivering $2.25, resulting in a surprise of +31.58% [13]. - Over the past four quarters, CVS Health has consistently beaten consensus EPS estimates [14]. Industry Context - In the Zacks Medical Services industry, Teladoc is expected to report a loss of $0.27 per share, with a year-over-year change of +3.6% [18]. - Teladoc's revenue is projected to be $620.91 million, down 3.4% from the previous year [18]. - The consensus EPS estimate for Teladoc has been revised down by 3.9% in the last 30 days, resulting in an Earnings ESP of -13.8% [19].

Group 1 - BioNTech SE Sponsored ADR (BNTX) is a notable stock within the Medical sector, which consists of 985 companies and ranks 8 in the Zacks Sector Rank [2] - The Zacks Rank system indicates that BNTX has a current ranking of 2 (Buy), suggesting a positive outlook based on earnings estimates and revisions [3] - BNTX's full-year earnings consensus estimate has increased by 36.6% in the past quarter, indicating improved analyst sentiment and a stronger earnings outlook [4] Group 2 - Year-to-date, BNTX has returned approximately 0.6%, outperforming the Medical sector average return of -3.1% [4] - In comparison, EUROFINS SCIENT (ERFSF) has shown a significant year-to-date return of 45.5%, with a consensus EPS estimate increase of 1% over the past three months [5] - BNTX belongs to the Medical - Biomedical and Genetics industry, which includes 493 companies and currently ranks 94 in the Zacks Industry Rank, with an average gain of 2% this year [6] Group 3 - EUROFINS SCIENT is part of the Medical Services industry, which has 58 stocks and ranks 96, with an average decline of -6% this year [7] - Both BNTX and EUROFINS SCIENT are highlighted as stocks to track for continued solid performance in the Medical sector [7]

Core Viewpoint - GeneDx Holdings Corp. is anticipated to report a year-over-year increase in earnings driven by higher revenues, with a consensus outlook suggesting a significant earnings surprise could impact its stock price in the near term [1][2]. Company Summary - The upcoming earnings report is expected to show quarterly earnings of $0.10 per share, reflecting a year-over-year increase of +190.9%. Revenues are projected to reach $84.7 million, which is a 20.1% increase from the same quarter last year [3]. - The consensus EPS estimate has been revised down by 7.81% over the last 30 days, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for GeneDx Holdings is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +5.26%. The company currently holds a Zacks Rank of 2, suggesting a strong likelihood of beating the consensus EPS estimate [12]. Earnings Surprise History - In the last reported quarter, GeneDx Holdings was expected to post earnings of $0.11 per share but actually delivered earnings of $0.28, resulting in a surprise of +154.55%. The company has beaten consensus EPS estimates in each of the last four quarters [13][14]. Industry Context - In the Zacks Medical Services industry, Revvity is expected to report earnings of $1.14 per share for the quarter ended June 2025, indicating a year-over-year decline of -6.6%. Revenue for Revvity is expected to be $711.27 million, up 2.8% from the previous year [18]. - Revvity's consensus EPS estimate has remained unchanged over the last 30 days, but a higher Most Accurate Estimate has led to an Earnings ESP of +0.88%. This suggests Revvity is also likely to beat the consensus EPS estimate, having done so in each of the trailing four quarters [19].

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Danaher shares have lost about 18.1% since the beginning of the year versus the S&P 500's gain of 7.2%. Danaher (DHR) came out with quarterly earnings of $1.8 per share, beating the Zacks Consensus Estimate of $1.64 per share. This compares to earnings of $1.72 per share a year ago. These figures are adjusted fo ...

Company Overview - Revvity (RVTY) is anticipated to report a year-over-year decline in earnings of 6.6%, with expected earnings of $1.14 per share, while revenues are projected to increase by 2.8% to $711.27 million for the quarter ended June 2025 [3][12]. Earnings Expectations - The earnings report is scheduled for release on July 28, and the stock may experience upward movement if the reported figures exceed expectations; conversely, a miss could lead to a decline in stock price [2][12]. - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. Earnings Surprise Prediction - Revvity has an Earnings ESP of +0.88%, suggesting a higher Most Accurate Estimate compared to the Zacks Consensus Estimate, indicating a bullish outlook from analysts [12]. - The company has a Zacks Rank of 3, which, when combined with the positive Earnings ESP, suggests a likelihood of beating the consensus EPS estimate [12]. Historical Performance - Revvity has consistently beaten consensus EPS estimates in the past four quarters, with a notable surprise of +5.21% in the last reported quarter [13][14]. Industry Context - In comparison, Labcorp Holdings (LH), another player in the medical services industry, is expected to report earnings of $4.14 per share, reflecting a year-over-year increase of 5.1%, with revenues projected at $3.49 billion, up 8.3% [18]. - Labcorp's consensus EPS estimate has been revised down by 0.1% over the last 30 days, resulting in an Earnings ESP of -0.26%, making it challenging to predict a beat against the consensus EPS estimate [19].

Company Performance - Organon (OGN) shares decreased by 1.87% to $9.46, underperforming the S&P 500's slight loss of 0.01% on the same day [1] - Over the past month, Organon shares have declined by 2.43%, compared to a 1.59% loss in the Medical sector and a 5.37% gain in the S&P 500 [1] Upcoming Earnings - The upcoming earnings release is anticipated, with an expected EPS of $0.94, reflecting a 16.07% decrease from the same quarter last year [2] - Revenue is forecasted at $1.55 billion, indicating a 3.35% decline compared to the same quarter of the previous year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are projected at $3.83 per share, representing a -6.81% change from the previous year [3] - Revenue for the fiscal year is estimated at $6.24 billion, showing a -2.48% change from the prior year [3] Analyst Estimates - Recent adjustments to analyst estimates for Organon reflect changing short-term business dynamics, with positive revisions indicating analysts' confidence in performance [4] - The Zacks Rank system, which incorporates estimate changes, suggests a correlation between these revisions and stock price performance [5] Zacks Rank and Valuation - Organon currently holds a Zacks Rank of 2 (Buy), with a 0.55% increase in the consensus EPS estimate over the past month [6] - The company is trading at a Forward P/E ratio of 2.52, significantly lower than the industry average of 15.4, indicating a discount [7] - Organon has a PEG ratio of 0.96, compared to the industry average of 1.52, suggesting favorable valuation relative to growth expectations [7] Industry Context - The Medical Services industry, part of the Medical sector, has a Zacks Industry Rank of 90, placing it in the top 37% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Core Insights - Fangzhou Inc. has signed a Memorandum of Understanding with Novo Nordisk to collaborate on managing chronic diseases like diabetes and obesity using AI and innovative healthcare solutions [1][3][4] Company Overview - Fangzhou Inc. is a leading online chronic disease management platform in China, with 49.2 million registered users and 223,000 physicians as of December 31, 2024 [5] Collaboration Details - The partnership aims to leverage Novo Nordisk's expertise in diabetes and obesity treatment alongside Fangzhou's smart healthcare ecosystem to create a comprehensive health management service [3][4] - The collaboration will focus on medication guidance, reminders, efficacy tracking, and health education, shifting from a "disease-centered" to a "health-centered" model [3][4] Future Goals - Both companies aim to enhance public awareness of diabetes and obesity and implement early screening, diagnosis, and treatment within smart healthcare environments [4] - The partnership is expected to explore further innovative collaborations in the digital transformation of the medical industry, contributing to the "Healthy China 2030" strategic objectives [4]

Wall Street expects a year-over-year increase in earnings on higher revenues when Labcorp Holdings (LH) 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 stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 24. On ...