These 2 Must-Watch Firms Could Get a Boost From Earnings Reports
Written by Nathan Reiff. Published 10/7/2025.
Key Points
- With October earnings season poised to begin shortly, some companies are getting a head start by releasing their reports early in the month.
- The first full week of October will see reports from AZZ and Unity Bancorp, two firms representing a potential value play but with lots of potential for growth.
- Both of these stocks have risen significantly throughout the year so far but have dipped in recent weeks—a strong earnings report could inspire investors to change course and help to lock in gains.
The next major earnings season is expected in mid-October 2025, but some companies are moving ahead of the pack by releasing results later this month. It isn't always clear how an earnings report will affect a company's share price—stocks can dip even after solid financials if investors are focused on a specific metric.
Forecasting each company's performance—and the market's reaction—remains challenging. Yet the two firms highlighted below are set to report before the season officially begins, attracting analysts and investors who see potential for meaningful upside. Familiarizing yourself with these names now could position you to capitalize on any post-earnings rally.
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See everything you need to know before your first trade hereMetal-finishing specialist AZZ Inc. (NYSE: AZZ) has delivered a 29% rally year-to-date, despite a 7% pullback over the past month. Fresh from acquiring Canton Galvanizing, AZZ is expanding its spin-galvanizing business and strengthening relationships with industrial, infrastructure, and construction customers in Ohio.
As part of a strategic realignment, the company is also opening an aluminum coating facility in Missouri and reducing debt by divesting select infrastructure-solutions assets. With a market cap of about $3.2 billion, AZZ has become a small-cap industrial to watch in 2025.
Investors will scrutinize AZZ's second-quarter fiscal 2026 report to see if it can replicate the earnings beat from the prior period. Several catalysts point to upside: a cyclical shift in favor of industrials, reshoring trends, robust infrastructure spending, and margin enhancement from the new Missouri plant.
AZZ's recent share-price dip may offer a buying opportunity. Its P/E ratio of 12.4 is near multi-year lows and well below the industrials sector average. Analysts remain bullish, expecting more than 13% earnings growth next year, with eight of 11 covering analysts rating the stock a Buy.
Pre-Earnings Value Play With Growing Top- and Bottom-Line Results
Unity Bancorp Inc. (NASDAQ: UNTY), a Pennsylvania-based regional bank holding company, trades at a P/E of 10.0—below the financials sector average—even after a 53% YTD surge. However, UNTY shares have retraced nearly 18% in the past month, creating a compelling pre-earnings entry point.
In its last quarterly report, Unity posted modest beats on both revenue and earnings, driven by strong origination in residential and commercial lending. The bank also reported stable credit quality and a balanced deposit-to-loan mix. Last quarter's upbeat reaction—shares jumping almost 25% within days of the release—suggests that another positive report in October could prompt a similar rally.
Adding to the appeal, Unity recently hiked its dividend by 7%, yielding 1.21% with a payout ratio of just over 12%. All three covering analysts maintain a unanimous Buy rating, and consensus forecasts imply more than 14% upside from current levels. A standout earnings report could serve as the catalyst for this potential share-price surge—or even greater gains.
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