FedEx, Nike and Micron are part of Zacks Earnings Preview
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For Immediate ReleaseChicago, IL – June 23, 2025 – Zacks.com releases the list of companies likely to issue earnings surprises. This week’s list includes FedEx FDX, Nike NKE and Micron MU.What Can Investors Expect from Q2 Earnings?The expectation is for Q2 earnings to increase by +5% from the same period last year on +3.9% higher revenues. This will be a material deceleration from the growth trend of recent quarters.In the unlikely event that actual Q2 earnings growth for the S&P 500 index turns out to be +5% as currently expected, this will be the lowest earnings growth pace for the index since the +4.3% growth rate in 2023 Q3.We have been regularly flagging in recent weeks that 2025 Q2 earnings estimates have been steadily coming down.The magnitude of cuts to 2025 Q2 estimates since the start of the period is larger and more widespread than what we have become accustomed to seeing in the post-COVID period.Since the start of April, Q2 estimates have declined for 14 of the 16 Zacks sectors (Aerospace and Utilities are the only sectors whose estimates have gone up), with the biggest cuts to Conglomerates, Autos, Transportation, Energy, Basic Materials, and Construction sectors.Estimates for the Tech and Finance sectors, the largest earnings contributors to the S&P 500 index, accounting for more than 50% of all index earnings, have also been cut since the quarter got underway. But as we have been pointing out recently, the revisions trend for the Tech sector has notably stabilized in recent weeks.We see this same trend at play in annual estimates as well.A likely explanation for this stabilization in the revisions trend is the easing in the tariff uncertainty after the more punitive version of the tariff regime was delayed. Analysts started revising their estimates lower in the immediate aftermath of the early April tariff announcements, but appear to have since concluded that those punitive tariff levels are unlikely to get levied, helping stabilize the revisions trend.In terms of S&P 500 index ‘EPS,’ these growth rates approximate to $253.84 for 2025 and $286.87 for 2026.Key Earnings This Week: FDX, NKE, MUThe June-quarter reporting cycle will really get going when the big banks come out with their results on July 15th. But we will have officially counted almost two dozen quarterly reports from S&P 500 members by then. All of those reports will be from companies with fiscal quarters ending in May, which we and other research organizations count as part of the June-quarter tally.We have seen such fiscal May-quarter results from 9 S&P 500 members already and are on track to see another 8 index members come out with results this week. The notable companies reporting this week include FedEx,Nike, Micron and others.FedEx shares were down big in response to the March 20th quarterly release when it missed estimates. But the stock has been struggling for the last couple of years, with the onset of uncertainty around international trade adding to muted demand trends in the industrial sector. FedEx has been actively working to reduce its cost base and lower the business’s capital intensity. The board’s announcement to spin off the LTL business (less-than-truckload business) is part of that repositioning.FedEx is scheduled to report after the market’s close on Tuesday, June 24th. The company is expected to earn $5.94 per share on $21.7 billion in revenues, representing year-over-year changes of +9.8% and -1.9%, respectively. Estimates for the period have steadily come down, with the current $5.94 per share estimate down from $5.98 a month back and $6.32 three months ago.FedEx shares have lost roughly a fifth of their value this year, roughly in line with UPS’s performance, but materially below the S&P 500 index’s +1.2% gain. The stock is down -2.1% over the last three years, while the S&P 500 index has gained +60.3%.Just like FedEx, Nike is another bellwether that has been struggling lately, with the stock down -21.1% this year when the market as a whole is up +1.2%. Expectations for Nike’s quarterly release after the market’s close on Thursday, June 26th, remain low, with EPS and revenues expected to decline -89.1% and -15.4% from the same period last year, respectivelyThe headwinds facing Nike include perceptions of a stale product line that has been weighing on demand and the resulting inventory build that needs to be rightsized. The inventory overhang is expected to persist for a few more quarters, but the market will eagerly seek incremental information on the reception of new products and updates on the product pipeline. The margin squeeze is primarily a result of clearing stale inventory, but also reflects the new management team’s renewed focus on the wholesale business, which had been neglected in recent years.Micron Technology shares have literally been on fire lately, up +46.2% in the year-to-date period, handily outperforming the Zacks Tech sector’s +1.5% gain and the S&P 500 index’s +1.2% gain. Driving the stock’s impressive momentum is Micron’s leadership position in the high-bandwidth memory (HBM) space, a mission-critical input for high-performance computing (HPC) and artificial intelligence (AI) applications.The combination of stable demand trends in legacy products like DRAM and continued strength in HBM is expected to result in strong numbers when Micron reports results after the market’s close on Wednesday, June 25th. The expectation is that Micron will report $1.57 per share in earnings on $8.81 billion in revenues, representing year-over-year changes of +153.2% and +29.3%, respectively. Estimates for the fiscal May quarter have remained unchanged over the last three months, although they have increased modestly for the August period and for next year as well.Q2 Earnings Season ScorecardAs noted earlier, we have already seen fiscal May-quarter results from 9 S&P 500 members, which we count as part of our Q2 tally. Total earnings for these 9 index members that have reported results are up +2.4% from the same period last year on +7.9% revenue gains, with 77.8% of the companies beating EPS estimates and all of them beating revenue estimates.We are not drawing any conclusions from these results, given the small sample size at this stage. But we nevertheless wanted to put these early results in a historical context.For a detailed view of the evolving earnings picture, please check out our weekly Earnings Trends report here >>>> Earnings Estimates Stabilize: A Closer LookWhy Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Join us on Facebook: https://www.facebook.com/ZacksInvestmentResearch/Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comZacks.com provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms and Conditions of Service" disclaimer. www.zacks.com/disclaimer.Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NIKE, Inc. (NKE): Free Stock Analysis Report Micron Technology, Inc. (MU): Free Stock Analysis Report FedEx Corporation (FDX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks
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Quelle: Zacks
Nachrichten zu Nike Inc.
Analysen zu Nike Inc.
Datum | Rating | Analyst | |
---|---|---|---|
16.06.2025 | Nike Neutral | UBS AG | |
10.06.2025 | Nike Outperform | Bernstein Research | |
02.06.2025 | Nike Kaufen | DZ BANK | |
23.05.2025 | Nike Neutral | UBS AG | |
20.05.2025 | Nike Sector Perform | RBC Capital Markets |
Datum | Rating | Analyst | |
---|---|---|---|
10.06.2025 | Nike Outperform | Bernstein Research | |
02.06.2025 | Nike Kaufen | DZ BANK | |
21.03.2025 | Nike Kaufen | DZ BANK | |
21.03.2025 | Nike Buy | Jefferies & Company Inc. | |
17.03.2025 | Nike Buy | Jefferies & Company Inc. |
Datum | Rating | Analyst | |
---|---|---|---|
16.06.2025 | Nike Neutral | UBS AG | |
23.05.2025 | Nike Neutral | UBS AG | |
20.05.2025 | Nike Sector Perform | RBC Capital Markets | |
05.05.2025 | Nike Neutral | JP Morgan Chase & Co. | |
15.04.2025 | Nike Hold | Joh. Berenberg, Gossler & Co. KG (Berenberg Bank) |
Datum | Rating | Analyst | |
---|---|---|---|
22.08.2023 | Nike Verkaufen | DZ BANK | |
30.06.2023 | Nike Verkaufen | DZ BANK | |
14.06.2022 | Nike Hold | HSBC | |
25.06.2021 | Nike Verkaufen | DZ BANK | |
23.04.2021 | Nike Verkaufen | DZ BANK |
Um die Übersicht zu verbessern, haben Sie die Möglichkeit, die Analysen für Nike Inc. nach folgenden Kriterien zu filtern.
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