Dentsply International (XRAY) reported $904 million in revenue for the quarter ended September 2025, representing a year-over-year decline of 4.9%. EPS of $0.37 for the same period compares to $0.50 a year ago.The reported revenue represents a surprise of +0.27% over the Zacks Consensus Estimate of $901.59 million. With the consensus EPS estimate being $0.45, the EPS surprise was -17.78%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare ...

For the quarter ended September 2025, BCE (BCE) reported revenue of $4.39 billion, up 0.4% over the same period last year. EPS came in at $0.57, compared to $0.55 in the year-ago quarter.The reported revenue represents a surprise of +0.96% over the Zacks Consensus Estimate of $4.35 billion. With the consensus EPS estimate being $0.52, the EPS surprise was +9.62%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next m ...

Company strengthens balance sheet, launches disciplined digital-asset treasury, and sets stage for acquisition- led growth in sustainability markets Share Nov 6, 2025 11:01 AM Eastern Standard Time DevvStream Reports Fiscal Year 2025 Results and Advances Digital-Asset and Tokenization Strategy CALGARY, Alberta--(BUSINESS WIRE)--DevvStream Corp. (Nasdaq: DEVS) ("DevvStream†or the "Company†), a leading carbon management and environmental-asset monetization firm, today announced financial results for its fis ...

For the quarter ended September 2025, Immunocore Holdings PLC Sponsored ADR (IMCR) reported revenue of $103.69 million, up 29.2% over the same period last year. EPS came in at $0, compared to $0.17 in the year-ago quarter.The reported revenue represents a surprise of +3.8% over the Zacks Consensus Estimate of $99.9 million. With the consensus EPS estimate being -$0.30, the EPS surprise was +100%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

Cogent Communications (CCOI) reported $241.95 million in revenue for the quarter ended September 2025, representing a year-over-year decline of 5.9%. EPS of -$0.87 for the same period compares to -$1.33 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $245.64 million, representing a surprise of -1.5%. The company delivered an EPS surprise of +24.35%, with the consensus EPS estimate being -$1.15.While investors closely watch year-over-year changes in headline numbers -- revenue and ...

For the quarter ended September 2025, Cummins (CMI) reported revenue of $8.32 billion, down 1.6% over the same period last year. EPS came in at $5.59, compared to $5.60 in the year-ago quarter.The reported revenue represents a surprise of +3.24% over the Zacks Consensus Estimate of $8.06 billion. With the consensus EPS estimate being $4.73, the EPS surprise was +18.18%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ...

核心观点 - 公司预计在截至2025年9月的季度财报中将出现盈利和营收同比下滑 [1] - 实际业绩与市场预期的对比是影响其短期股价的关键因素 [1] - 公司当前指标组合使其难以被 conclusive 预测将超出每股收益预期 [11] 业绩预期 - 预计季度每股收益为0.49美元，同比变化为-2% [3] - 预计季度营收为9.33亿美元，较去年同期下降0.2% [3] - 过去30天内，对该季度的共识每股收益预期保持不变 [4] 预期偏差模型分析 - 最准确预期低于共识预期，表明分析师近期对公司盈利前景转趋悲观 [11] - 由此得出的预期偏差为-1.03% [11] - 该模型仅对正预期偏差具有显著预测能力 [8] 历史业绩表现 - 上一报告季度，公司实际每股收益为0.51美元，超出预期0.42美元，意外幅度达+21.43% [12] - 在过去四个季度中，公司有三次超出共识每股收益预期 [13] 行业对比 - 行业内公司MarineMax预计季度每股亏损0.15美元，同比变化-162.5% [17] - 该公司预计季度营收为5.3533亿美元，同比下降4.9% [18] - MarineMax的预期偏差为+34.78%，但综合其第五级排名难以预测将超出预期 [18][19]

业绩预期 - 公司预计在截至2025年9月的季度实现每股收益0.82美元，同比增长13.9% [3] - 预期季度收入为5.3603亿美元，较去年同期增长3.6% [3] 预期修正趋势 - 过去30天内，季度共识每股收益预期被下调4.55%至当前水平 [4] - 最准确预期低于共识预期，导致收益ESP为-2.04%，显示分析师近期对盈利前景转趋悲观 [12] 历史业绩表现 - 上一财季公司实际每股收益为0.92美元，低于预期的1.01美元，意外偏差为-8.91% [13] - 在过去四个季度中，公司仅有一次业绩超出共识每股收益预期 [14] 市场影响与预测模型 - 实际业绩与预期的比较是影响股价短期走势的重要因素 [1] - 收益ESP模型结合Zacks排名可用于预测业绩超预期的可能性，但当前公司Zacks排名为第4级，且ESP为负，难以预测其将超出预期 [10][12]

核心观点 - 华尔街预计应用材料公司2025财年第四季度（截至10月）的营收和每股收益将出现同比下滑 [1][3] - 公司股票在财报发布后的短期走势，主要取决于实际业绩与市场预期之间的对比 [1][2] - 结合盈利ESP为负值和Zacks Rank 3的评级，难以断定应用材料公司本次财报将超出预期 [12] 财务预期 - 预计季度每股收益为2.11美元，同比下降9.1% [3] - 预计季度营收为67亿美元，同比下降4.8% [3] - 过去30天内，市场对季度每股收益的共识预期下调了0.4% [4] 预期修正与模型分析 - Zacks盈利ESP模型通过对比“最精确预期”与“共识预期”来预测业绩偏离方向 [7][8] - 应用材料公司的最精确预期低于共识预期，导致其盈利ESP为-1.33%，表明分析师近期对其盈利前景转趋悲观 [12] - 该模型的预测能力对于盈利ESP为正值的情况更为显著 [9][10] 历史业绩表现 - 在上一个报告季度，应用材料公司实际每股收益为2.48美元，超出市场预期的2.34美元，超出幅度为5.98% [13] - 在过去四个季度中，公司每次公布的每股收益均超出市场预期 [14] 同行业公司比较 - 同属Zacks电子-半导体行业的Silvaco集团预计季度每股亏损0.06美元，与去年同期持平 [18] - Silvaco集团预计季度营收为1607万美元，同比增长46.5% [19] - 过去30天内，市场对Silvaco集团的每股收益共识预期大幅上调了216.7%，但其盈利ESP为0.00% [19] - 结合Zacks Rank 3评级，同样难以预测Silvaco集团将超出每股收益预期，其在过去四个季度中仅一次超出预期 [20]

公司业绩预期 - 华尔街预计Bitfarms在截至2025年9月的季度营收将同比增长85.3%，达到8311万美元，每股亏损预计为0.02美元，同比改善77.8% [1][3] - 但在过去30天内，市场对该公司的季度共识每股收益（EPS）预期被下调了50% [4] - 对于同行业的Viant Technology，预计季度每股收益为0.13美元，同比下降13.3%，营收预计为8529万美元，同比增长80.1% [18][19] 盈利预测模型分析 - Zacks盈利ESP（预期惊喜预测）通过比较“最准确估计”与“共识估计”来预测实际业绩偏离情况 [7][8] - 正的盈利ESP结合Zacks排名是强劲的盈利超预期预测指标，研究显示此类组合有近70%的概率实现正意外 [9][10] - Bitfarms的“最准确估计”低于共识估计，导致其盈利ESP为-100.00%，且该公司当前Zacks排名为第4级（卖出） [12] - Viant Technology的盈利ESP为-20.00%，Zacks排名为第3级（持有） [19][20] 历史业绩表现 - 在上个报告季度，Bitfarms实际每股亏损0.02美元，低于预期的每股亏损0.01美元，意外幅度为-100.00% [13] - 在过去四个季度中，Bitfarms有两次业绩超出市场共识每股收益预期 [14] - Viant Technology在过去四个季度中同样有两次业绩超出共识每股收益预期 [20] 股价影响与投资考量 - 实际业绩与市场预期的对比是影响公司短期股价的关键因素 [1][2] - 业绩超预期或不及预期并非股价变动的唯一基础，其他因素或未预见的催化剂同样会产生重要影响 [15] - 结合盈利ESP和Zacks排名有助于在季度报告发布前评估投资机会 [16] - 基于当前盈利ESP和Zacks排名，难以确定性地预测Bitfarms和Viant Technology将超越共识每股收益预期 [12][17][20]