Key Takeaways BorgWarner posted Q2 EPS of $1.21, which topped estimates and rose from $1.19 in the year-ago quarter.Better-than-expected sales in Turbos and Drivetrain units drove the outperformance.BorgWarner raised its 2025 EPS, sales, margin and free cash flow guidance while boosting dividend and buyback.BorgWarner (BWA) reported adjusted earnings of $1.21 per share for the second quarter of 2025, which surpassed the Zacks Consensus Estimate of $1.06 and increased from $1.19 recorded in the prior-year qu ...

Wall Street analysts expect Exxon Mobil (XOM) to post quarterly earnings of $1.49 per share in its upcoming report, which indicates a year-over-year decline of 30.4%. Revenues are expected to be $82.82 billion, down 11% from the year-ago quarter.The consensus EPS estimate for the quarter has been revised 10.7% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Before a company announ ...

Wall Street expects a year-over-year decline in earnings on higher revenues when Rockwell Automation (ROK) 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 ...

Key Takeaways Southern Company beat Q1 estimates with $1.23 EPS and $7.8B revenues on higher sales and lower costs.SO's Q2 EPS estimate is down 5.1% in a week, signaling a 14.7% drop year over year.Strong Southeast demand boosts SO's long-term load, while rising costs may pressure Q2 earnings.The Southern Company (SO) is set to release second-quarter results on July 31. The current Zacks Consensus Estimate for the to-be-reported quarter is a profit of 93 cents per share on revenues of $6.7 billion.Let’s del ...

Key Takeaways Allstate is projected to report Q2 EPS of $3.36 on $17.16B in revenue, both up strongly year over year.Auto underwriting income is set to rise to $484.7M, with an improved combined ratio of 94.99%.Higher expenses and lower Health and Benefits net income may offset gains for ALL.Insurance provider The Allstate Corporation (ALL) is set to report its second-quarter 2025 results on July 30, 2025, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is curr ...

Analysts on Wall Street project that Seagate (STX) will announce quarterly earnings of $2.46 per share in its forthcoming report, representing an increase of 134.3% year over year. Revenues are projected to reach $2.41 billion, increasing 27.5% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 0.5% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this tim ...

Key Takeaways EMCOR will report Q2 results on July 31, with estimates suggesting 8.2% EPS and 11.9% revenue growth.EME's growth is fueled by data center builds, Miller Electric integration, and a $11.8B project backlog.Higher-margin mechanical services and a rebound in Industrial Services are expected to lift Q2 margins.EMCOR Group, Inc. (EME) is scheduled to report second-quarter 2025 results on July 31, before the opening bell.In the last reported quarter, EMCOR reported earnings per share (EPS) of $5.41, ...

公司财报发布时间 - C.H. Robinson Worldwide, Inc. (CHRW) 计划于2025年7月30日盘后公布2025年第二季度财报 [1] 历史盈利表现 - 公司在过去四个季度中每个季度的盈利均超过Zacks共识预期，平均超出幅度达14.52% [1] 2025年第二季度预期 - Zacks对CHRW第二季度每股收益的共识预期在过去60天下调1.68%至1.17美元，但仍较去年同期增长1.74% [3] - 第二季度营收预期为42.2亿美元，同比下降5.87%，主要受欧洲陆运业务剥离、北美卡车货运量下降及海运服务价格下降影响 [4][5] 各业务部门表现预期 - 北美陆运部门营收预期为29.7亿美元，同比下降0.8%，主要因货运市场需求下降导致卡车货运量减少 [6] - 全球货运代理部门营收预期为7.83亿美元，同比下降14.9%，主要受海运服务价格下降影响 [7] - 其他业务部门(包括Robinson Fresh等)营收预期为4.67亿美元，同比下降18.3%，主要因交易量下降及欧洲陆运业务剥离 [8] 盈利预测模型分析 - 模型显示CHRW本次不太可能超出盈利预期，因其盈利ESP为-2.27%且Zacks评级为3(持有) [9] 2025年第一季度业绩回顾 - 第一季度每股收益1.17美元，超出共识预期1.02美元，同比增长36% [11] - 第一季度营收40.4亿美元，低于共识预期43.1亿美元，同比下降8.2%，原因与第二季度预期相似 [11] 同行业其他公司表现 - Canadian Pacific Kansas City Limited (CP) 预计第二季度每股收益同比增长6.5%，盈利ESP为+0.03%，Zacks评级为3 [12][13] - JetBlue Airways Corporation (JBLU) 预计第二季度盈利同比下降超100%，但盈利ESP为+0.54%，Zacks评级为3 [14]

财报发布日期与预期 - Humana Inc (HUM) 将于2025年7月30日盘前公布第二季度财报 市场一致预期每股收益为6.32美元 营收为317.8亿美元 [2] - 第二季度每股收益预期同比下滑9.2% 但营收预期同比增长8.2% 过去60天内盈利预期保持稳定 [2] 全年业绩展望 - 2025年全年营收预期为1261亿美元 同比增长7.6% 每股收益预期为16.37美元 同比微增1% [3] - 过去四个季度公司盈利均超市场预期 平均超出幅度达14.3% [3] 第二季度盈利预测模型 - 盈利预测模型显示本次财报可能再次超预期 因具备+10.51%的盈利ESP值和Zacks第三级评级 [4] - 保险部门收入增长21.4%和保费强劲增长可能推动盈利超预期 但成本上升和保险会员数下降5.8%将形成压力 [6] 业务板块表现预测 - 第二季度保费收入预计同比增长7.4% 服务收入预计增长19%-20.8% Medicare业务预计增长3.8% [7] - 保险部门营业利润预计增长21.4% 但CenterWell部门营业利润预计下滑0.4% 投资收入预计下降9% [8][9] 成本与会员数据 - 运营成本预计增长超5% 接近300亿美元 综合赔付率预计恶化至89.47% (上年同期为89%) [9][10] - 保险会员总数预计同比减少5.8% 专项会员数预计下降0.7% [10] 同业比较 - Centene第二季度每股亏损0.16美元 低于预期的盈利0.68美元 主因医疗成本上升和Medicaid/Medicare会员减少 [11] - Molina每股收益5.48美元略低于预期的5.50美元 Elevance每股收益8.84美元较预期低3.5% 均受医疗成本上升拖累 [12]

Key Takeaways BIIB's Q2 results may reflect weaker MS drug sales but growth from newer products.Leqembi and Zurzuvae revenues are likely to have risen in the second quarter.Skyclarys faced mixed dynamics across U.S. and global marketsBiogen (BIIB) will report second-quarter 2025 results on July 31, before market open. In the last reported quarter, the company's earnings missed expectation by 7.4%. The Zacks Consensus Estimate for second-quarter sales and earnings is pegged at $2.32 billion and $3.95 per sha ...