Pre-Market Earnings Report for July 15, 2025 : JPM, WFC, BLK, C, BK, STT, ERIC, ACI, ANGO

Major financial institutions including JPMorgan Chase, Wells Fargo, BlackRock, Citigroup, BNY Mellon, and State Street are scheduled to report Q2 2025 earnings on July 15th. Consensus estimates indicate year-over-year EPS growth for most, with BlackRock and BNY Mellon's P/E ratios suggesting potential for higher earnings growth relative to their industry peers. Many of these firms have consistently surpassed analyst expectations in the past year. Additionally, Ericsson is forecasting a substantial EPS increase, while Albertsons Companies anticipates a decrease and recently missed estimates, highlighting varied performance expectations across sectors.

Analysis

An upcoming earnings release on July 15, 2025, highlights a generally positive outlook for the financial sector, contrasted by significant weakness in select other industries. Major investment banks like J.P. Morgan Chase (JPM), Wells Fargo (WFC), and Citigroup (C) are projected to deliver modest year-over-year EPS growth between 2.50% and 6.02%, and all trade at 2025 P/E ratios (15.38, 14.41, and 11.86, respectively) well below the industry average of 21.90, suggesting potential undervaluation. The Bank of New York Mellon (BK) stands out with a forecasted EPS increase of 15.23%, while BlackRock (BLK) and BK both carry P/E ratios above their industry averages, implying market expectations for superior growth. Notably, all mentioned financial firms have a consistent track record of beating analyst expectations over the past year. In contrast, Albertsons (ACI) is expected to report a 19.67% decrease in EPS and recently missed consensus estimates, while AngioDynamics (ANGO) faces a projected 116.67% EPS decline to a loss of $0.13. Ericsson (ERIC) presents a significant outlier, with a forecasted 1100% YoY EPS increase, signaling a potential major turnaround.