Bright Horizons Family Solutions (BFAM) 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 earnings report, which is expected to be released on July 31, might help the stock move higher if these key numbers are be ...

Wall Street expects a year-over-year decline in earnings on higher revenues when BJ's Restaurants (BJRI) 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 31, might help the stock move higher if these key numbers are better than expectati ...

The market expects Columbia Sportswear (COLM) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 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 rel ...

The market expects HF Sinclair (DINO) to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended June 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 earnings report, which is expected to be released on July 31, might help the stock move higher if these key numbers are better tha ...

核心观点 - Enovix Corporation预计在2025年6月季度报告中营收同比增长65.5%至624万美元，但每股亏损同比恶化21.4%至0.17美元 [1][3] - 实际业绩与市场预期的差异可能显著影响股价短期走势，若超预期则股价可能上涨，反之可能下跌 [2] - 公司最新分析师修正显示Most Accurate Estimate高于共识预期，Earnings ESP达+10.45%，结合Zacks Rank 2评级，大概率将超预期 [12] - 过去四个季度公司均超预期，最近一季度超预期幅度达16.67% [13][14] Zacks共识预期 - 季度共识EPS预期为亏损0.17美元，同比恶化21.4% [3] - 营收预期624万美元，同比增长65.5% [3] - 过去30天共识EPS预期未修正，反映分析师集体评估保持稳定 [4] 盈利预测模型 - Zacks Earnings ESP模型通过比较Most Accurate Estimate与共识预期来预测偏差，近期修正信息更具参考价值 [7][8] - 正向ESP结合Zacks Rank 1-3时预测准确率近70%，但负向ESP预测效力较弱 [9][10][11] - 当前ESP +10.45%与Zacks Rank 2组合显示高概率超预期 [12] 历史表现 - 上季度实际亏损0.15美元，较预期亏损0.18美元超预期16.67% [13] - 连续四个季度超共识EPS预期 [14] 同业比较 - 同业公司Timken预计季度EPS 1.34美元，同比降17.8%，营收11.5亿美元同比降2.4% [18][19] - Timken过去30天共识EPS上调0.8%，ESP +0.75%结合Zacks Rank 3预示可能超预期 [19][20] - Timken过去四个季度两次超预期 [20]

The market expects Casella (CWST) 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 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 earnings report, which is expected to be released on July 31, might help the stock move higher if these key numbers are better than e ...

核心观点 - 市场预期First Foundation在2025年6月季度财报中将呈现营收增长但盈利同比下降的态势，关键数据与预期的对比将影响股价短期走势 [1][2] - 公司预计每股收益0.02美元（同比下滑66.7%），营收6450万美元（同比增长12.2%）[3] - 分析师近期对盈利前景转趋悲观，导致盈利预期差（ESP）为-100%，结合Zacks Rank 3评级，难以预测公司将超预期 [11] 财务预期分析 - 过去30天共识EPS预期维持不变，反映分析师集体重新评估初始预测的过程 [4] - 公司最近四个季度中有三次超出EPS预期，最近一次实际EPS 0.09美元远超预期的0.02美元（+350%惊喜）[12][13] - Zacks ESP模型显示，当正ESP与Zacks Rank 1-3组合时，70%概率实现盈利惊喜，但负ESP预测效力显著下降 [8][9][10] 市场反应机制 - 财报发布后股价变动不仅取决于是否超预期，还受管理层电话会议中业务状况讨论及其他未预见催化剂影响 [2][14] - 尽管历史惊喜率较高，但当前-100% ESP和中性评级显示本次财报季缺乏明确盈利惊喜信号 [11][16] - 投资者应结合ESP和Zacks Rank筛选标的，但需注意负ESP股票难以预测盈利超预期 [15]

The market expects Amicus Therapeutics (FOLD) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 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 earnings report, which is expected to be released on July 31, might help the stock move higher if these key numbers are be ...

First Solar (FSLR) is expected to deliver a year-over-year decline 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 31. On t ...

The market expects Fortune Brands Innovations (FBIN) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 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 earnings report, which is expected to be released on July 31, might help the stock move higher if these key numbers ...