Earnings Outlook: Key EPS Reports Ahead for May 2025

Earnings reports are on the horizon with Eli Lilly and Mastercard expected to surpass forecasts. Industries vary in performance, with some companies, like McDonald's and CVS Health, showing mixed expectations. Investors should assess the potential impacts on stock valuations closely.

Date: 01-05-2025

AI Rating: 6

Overview
This report outlines the expected earnings releases from nine key companies before market open on May 1, 2025. The consensus earnings per share (EPS) forecasts reflect a mix of growth and declines, which can significantly affect stock valuations in the short-term.

Earnings Per Share (EPS)
- **Eli Lilly (LLY)**: Forecast EPS of $3.52, up 36.43% year-over-year. Given the strong growth forecast and a previous miss, investors might anticipate a recovery, potentially boosting the stock price significantly.
- **Mastercard (MA)**: Forecast EPS of $3.57, up 7.85%. The historical track record of beating forecasts suggests positive momentum, which may support stock price appreciation.
- **McDonald's (MCD)**: Forecast EPS of $2.64, down 2.22%. The decline in EPS raises concerns about growth sustainability and could negatively impact stock prices.
- **Linde (LIN)**: Expected EPS of $3.93, up 4.80%. Consistent outperforming past estimates bolsters investor confidence, which may lead to positive stock movement.
- **KKR (KKR)**: Forecast EPS of $0.99, up 26.92%. Strong growth expectations can enhance the stock's attractiveness to investors as it outpaces peers.
- **Southern Company (SO)**: EPS of $1.20, up 16.50%. Despite missing previous earnings, growth potential could be viewed positively by the market.
- **Intercontinental Exchange (ICE)**: Expected EPS of $1.69, up 14.19%. With positive historical performance, expectations may drive stock prices higher.
- **Thomson Reuters (TRI)**: Projected EPS is $1.06, down 4.50%. The expected decrease may cause investor concern and affect stock performance negatively.
- **CVS Health (CVS)**: Forecast EPS of $1.67, up 27.48%. A significant increase after previously missing expectations can reinvigorate investor sentiment.

Conclusion

Stocks: LLY MA MCD LIN KKR SO ICE TRI CVS