Key Takeaways ON projects Q3 revenues of $1.465B-$1.565B and EPS of 54-64 cents. Stabilizing demand and a stronger China market share likely supported ON's top line. Flat utilization and weakness in the Americas and Europe are expected to weigh on margins. On Semiconductor (ON) is slated to release its third-quarter 2025 results on Nov. 3.For the to-be-reported quarter, ON expects revenues between $1.465 billion and $1.565 billion. Earnings are expected to be in the range of 54-64 cents per share.The Zacks ...

Key Takeaways PRIM's Q3 revenues are projected to rise 9.8% yoy, led by strength in Utilities and Energy segments.Renewables and data center projects likely boosted backlog and supported margin stability amid tariff risks.Despite robust growth and a 122% stock surge, PRIM's premium valuation limits entry appeal.Primoris Services Corporation (PRIM) is scheduled to report its third-quarter 2025 results on Nov. 3, after market close.In the last reported quarter, the company’s adjusted earnings per share (EPS) ...

Key Points Twilio beat on sales and crushed on earnings last night. Twilio raised guidance for full-year sales, earnings, and free cash flow. 10 stocks we like better than Twilio › Twilio (NYSE: TWLO) stock rocketed 18.5% through 11:40 a.m. ET Friday after the communications software company reported a big earnings beat last night. Analysts only expected Twilio to earn $1.07 per share on $1.25 billion in revenue in Q3, but Twilio reported $1.25 per share in profit instead, and sales of $1.3 billion ...

Key Takeaways Unum Group's Q3 premiums likely rose on favorable persistency and improved sales across key segments. Higher investment income and asset growth are expected to have supported overall performance. Share buybacks and improved benefit experience may have contributed to stronger Q3 earnings. Unum Group (UNM) is expected to register an improvement in its top and bottom lines when it reports third-quarter 2025 results on Nov. 3, after the closing bell.The Zacks Consensus Estimate for UNM’s third-qua ...

财务业绩表现 - 公司第四季度调整后每股收益为99.50美元 [1] - 公司连续第四个季度实现营收和盈利超出市场预期 [1]

市场动态分化 - 2025年第三季度原油价格显著下跌，西德克萨斯中质原油平均价格为每桶65.74美元，较2024年同期的76.24美元下跌14% [3] - 原油价格下跌主要由于市场供应过剩，OPEC+国家缩减了先前的减产措施，为全球石油供应额外增加130万桶/日 [3] - 同期天然气价格大幅上涨，亨利港现货价格平均为每百万英热单位3.03美元，较2024年同期的2.11美元上涨44% [4] - 天然气价格上涨由供应紧张和地缘政治不稳定驱动，中东冲突扰乱了供应并减少了液化天然气出口 [4] 行业盈利表现 - 能源行业第三季度盈利预计同比下降6.4%，远逊于标普500指数7.3%的增长 [5] - 行业收入预计下降1.0%，与市场整体6.7%的增长形成鲜明对比 [6] - 若剔除能源行业，标普500指数的盈利增长将升至8% [6] - 已公布业绩的能源公司中，66.7%的每股收益超出预期，全部公司收入超出预期，但整体收入增长依然疲弱 [5] 具体公司展望 - Antero Midstream (AM) 预计本季度盈利可能超预期，其盈利ESP为+4.00%，Zacks排名为第3位 [11] - 市场对其每股收益的一致预期为0.25美元，暗示较去年同期增长19.05% [12] - Antero Resources (AR) 盈利可能不及预期，其盈利ESP为-6.46%，Zacks排名为第4位（卖出） [12] - 市场对Antero Resources每股收益的一致预期为0.32美元，暗示较去年同期大幅增长366.67% [13] - CVR Energy (CVI) 和 Equinor ASA (EQNR) 盈利超预期的可能性较低，两者盈利ESP分别为0.00%和-11.77% [13][14] - Phillips 66 (PSX) 盈利超预期的可能性也较低，其盈利ESP为0.00%，但市场对其每股收益的一致预期为2.07美元，暗示同比增长1.47% [15][16]

Key Takeaways EMCOR is set to report Q3 results after record Q2 revenues, margins and a backlog of $11.91 billion.Rising demand in key markets and productivity gains are expected to support Q3 margins and revenues.EME's raised EPS guidance and strong project pipeline highlight management's confidence in H2 results.EMCOR Group, Inc. (EME) is scheduled to report third-quarter 2025 results on Oct. 30, before the opening bell.In the last reported quarter, EMCOR delivered a strong second-quarter 2025, marked by ...

Key Takeaways Vulcan Materials reports Q3 results Oct. 30, with EPS estimate up to $2.68 on 20.7% yearly growth.Revenues expected to rise 12.5% to $2.25B, aided by strong aggregates, asphalt and concrete sales.Cost discipline, pricing strength and infrastructure projects likely supported Q3 margin resilience.Vulcan Materials Company (VMC) is scheduled to release third-quarter 2025 results on Oct. 30, before the opening bell.In the last reported quarter, the company’s adjusted earnings missed the Zacks Conse ...

Key Takeaways ANI Pharmaceuticals is scheduled to report Q3 results on Nov. 7 before market open.Increasing Cortrophin Gel momentum and new rare disease drugs may drive top-line strength.ANIP raised full-year 2025 revenue guidance to $818-$843M based on strong first-half results.We expect ANI Pharmaceuticals (ANIP) to surpass expectations when it reports third-quarter 2025 results on Nov. 7, before market open. The Zacks Consensus Estimate for the to-be-reported quarter’s revenues is pegged at $211.3 millio ...

Key Takeaways Zebra Technologies will release third-quarter 2025 results on Oct. 29, before market open.Growth in Enterprise Visibility and Asset Intelligence segments likely boosted Q3 revenues.Higher raw material costs and a strong dollar may have pressured ZBRA's bottom line.Zebra Technologies Corporation (ZBRA) is slated to release third-quarter 2025 results on Oct. 29, before market open. The Zacks Consensus Estimate for revenues is pegged at $1.31 billion, which indicates growth of 4.4% from the year- ...