The earnings report, which is expected to be released on August 6, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. Zacks Consensus Estimate This holding co ...

The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Wall Street expects a year-over-year increase in earnings on higher revenues when MediaAlpha, Inc. (MAX) reports results for the qua ...

Wall Street expects a year-over-year decline in earnings on higher revenues when Crane NXT (CXT) 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 August 6. On the ...

The market expects DHT Holdings (DHT) 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 stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...

核心财务预期 - 预计季度每股收益1.49美元 同比下降12.9% [3] - 预计季度收入2.2212亿美元 同比增长7.7% [3] - 最准确预估低于市场共识预估 形成-3.36%的ESP预期差 [12] 业绩预测指标 - 过去30天内共识EPS预估保持稳定 [4] - 公司持有Zacks排名第2级（买入）[12] - ESP负值结合Zacks排名第2级 难以准确预测业绩超预期 [12] 历史业绩表现 - 上一季度实际EPS为1.03美元 较预期1.18美元低12.71% [13] - 过去四个季度中有两次达到共识EPS预期 [14] 同业对比 - The ONE Group Hospitality预计季度EPS为0.08美元 同比持平 [18] - The ONE Group Hospitality预计收入2.0933亿美元 同比增长21.4% [19] - The ONE Group Hospitality的ESP为-28% Zacks排名第3级（持有）[19][20]

Revenues are expected to be $886.1 million, down 5.7% from the year-ago quarter. Estimate Revisions Trend The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Diebold Nixdorf, Incorporated (DBD) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-k ...

Walt Disney (DIS) 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 August 6. On ...

核心观点 - 富达国民金融预计在2025年第二季度实现收入和盈利同比增长 但近期盈利预期下调且历史表现不佳 叠加行业对比 其能否超预期存在不确定性[1][3][12][13][17] - 行业同类公司Equitable Holdings虽盈利预计同比下降 但近期预期调整和ESP指标显示其更可能超预期[18][19][20] 财务预期 - 预计季度每股收益1.40美元 同比增长12.9% 收入预计35.3亿美元 同比增长11.7%[3] - 过去30天共识EPS预期下调1.16% 反映分析师对前景的重新评估[4] - 最准确预期高于共识预期 形成+0.15%的盈利ESP 但公司Zacks排名为最差的5级 难以确信其能超预期[12] 历史表现 - 上一季度实际EPS为0.78美元 较预期1.13美元低30.97% 大幅低于预期[13] - 过去四个季度中 仅一次达到共识EPS预期[14] 同业对比 - 同业公司Equitable Holdings预计季度EPS为1.28美元 同比降10.5% 收入预计39.2亿美元 同比增8.1%[18][19] - 该公司ESP为+0.48% 结合Zacks排名第3级 更可能超预期 过去四个季度两次超预期[19][20]

核心观点 - 麦当劳预计在2025年第二季度财报中实现营收和盈利同比增长 市场关注实际业绩与预期对比对股价的影响[1][2] - 麦当劳盈利预期积极 预计将超越共识预期 主要基于正面的盈利ESP和Zacks排名[12] - 行业同行Portillo's Inc 同样预计盈利超预期 但近期共识预期有所下调[18][19] 财务预期 - 麦当劳季度每股收益预期为3.15美元 同比增长6.1%[3] - 麦当劳季度营收预期为67.1亿美元 同比增长3.5%[3] - Portillo's Inc季度每股收益预期为0.12美元 同比增长20%[18] - Portillo's Inc季度营收预期为1.953亿美元 同比增长7.4%[18] 预期修正趋势 - 麦当劳共识EPS预期在过去30天内上调0.51%[4] - Portillo's Inc共识EPS预期在过去30天内下调5.6%[19] - 预期修正反映分析师对期间业务条件的重新评估[4][7] 盈利预测模型 - Zacks盈利ESP模型通过对比最准确估计与共识估计来预测盈利意外[8] - 正盈利ESP读数理论上表明实际盈利可能超越共识预期[9] - 正盈利ESP结合Zacks排名1-3时 预测盈利超预期的准确率近70%[10] 公司具体分析 - 麦当劳最准确估计高于共识估计 盈利ESP为+0.43%[12] - 麦当劳当前Zacks排名为第3(持有)[12] - 麦当劳上季度实际EPS为2.67美元 超出预期2.64美元 意外幅度+1.14%[13] - 过去四个季度中 麦当劳两次超越EPS预期[14] 行业比较 - Portillo's Inc盈利ESP为+10.64%[19] - Portillo's Inc Zacks排名为第3(持有)[19] - 过去四个季度中 Portillo's Inc三次超越共识EPS预期[19] 业绩发布信息 - 麦当劳预计于8月6日发布季度财报[2] - 实际业绩与预期对比将影响短期股价走势[2]

核心观点 - 市场预期Parsons(PSN)在2025年第二季度财报中将呈现营收和盈利同比下滑，实际业绩与预期的对比将显著影响短期股价 [1][2] - 公司当前Zacks共识预期为每股收益0.74美元(同比-11.9%)，营收16.1亿美元(同比-3.9%) [3] - 尽管最新分析师修正显示盈利预期改善(ESP +2.49%)，但Zacks Rank 5评级使业绩超预期概率难以判断 [12] 财务预期 - 过去30天内共识EPS预期被下调6.62%，反映分析师对业务状况的集体重估 [4] - 最准确预期高于共识预期，显示近期分析师转为乐观，但高Zacks Rank削弱预测效力 [12] - 历史数据显示公司过去四个季度三次超预期，最近季度超预期幅度达+5.41% [13][14] 市场影响机制 - Zacks ESP模型通过对比最新分析师修正与共识预期，预测业绩偏离方向(正ESP时预测效力显著) [7][8][9] - 当正ESP与Zacks Rank 1-3级结合时，业绩超预期概率接近70% [10] - 股价变动不仅取决于业绩是否超预期，还受其他未预见因素驱动 [15][16] 投资决策参考 - 当前ESP与Zacks Rank组合显示Parsons缺乏明确业绩超预期信号 [12][17] - 建议投资者结合Zacks Earnings Calendar跟踪财报发布时间点 [17]