It has been about a month since the last earnings report for Unum (UNM) . Shares have lost about 5% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Unum due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Unum Group before we dive into how investors and analysts have reacted as of late.Unu ...

A month has gone by since the last earnings report for Xenon Pharmaceuticals (XENE) . Shares have added about 9.7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Xenon Pharmaceuticals due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for Xenon Pharmaceuticals Inc. before we dive into how investors and analysts have reacted as of ...

Core Viewpoint - American Electric Power (AEP) reported mixed results in its Q3 2025 earnings, with revenues increasing but operating earnings per share (EPS) missing estimates, leading to questions about future performance [2][3][6]. Financial Performance - AEP's Q3 2025 operating EPS was $1.80, missing the Zacks Consensus Estimate of $1.81 by 0.6%, and declined 2.7% from $1.85 in the same quarter last year [2]. - Total revenues for AEP reached $6.01 billion, a 10.9% increase from $5.42 billion in the year-ago quarter, and exceeded the Zacks Consensus Estimate of $5.65 billion by 6.5% [3]. Segmental Performance - Vertically Integrated Utility Operations reported operating earnings of $573.5 million, slightly up from $572.4 million year-over-year [4]. - Transmission & Distribution Utilities saw operating earnings rise to $259.1 million from $245.2 million in the previous year [4]. - AEP Transmission Holdco's operating earnings decreased to $199.9 million from $214.7 million year-over-year [4]. - Generation and Marketing segment's operating earnings fell to $48.4 million from $99.2 million in the prior year [5]. - The "All Other" segment reported an operating loss of $118 million, which was an improvement from a loss of $146.1 million in the year-ago quarter [5]. Guidance and Estimates - AEP reaffirmed its 2025 operating earnings guidance, expecting to generate earnings in the range of $5.75-$5.95 per share, with the Zacks Consensus Estimate at $5.90 per share [6]. - Following the earnings release, there has been an upward trend in estimates for AEP [7]. Stock Performance and Outlook - AEP has an average Growth Score of C and a Momentum Score of A, with a value grade of C, placing it in the middle 20% for value investors [8]. - The stock has a Zacks Rank 3 (Hold), indicating an expectation of an in-line return in the coming months [9]. Industry Comparison - AEP is part of the Zacks Utility - Electric Power industry, where PG&E (PCG) has also shown a 0.7% gain over the past month, reporting revenues of $6.25 billion, a year-over-year increase of 5.2% [10]. - PG&E's EPS for the last quarter was $0.50, compared to $0.37 a year ago, and it is expected to post earnings of $0.39 per share for the current quarter, reflecting a 25.8% year-over-year change [11].

Core Insights - Leggett & Platt's Q3 2025 earnings report showed a sales decline of 6% year over year to $1.04 billion, although it exceeded the Zacks Consensus Estimate by 1.2% [2] - Adjusted EPS of 29 cents missed estimates by 3.3% and fell 9% year over year, primarily due to volume declines, despite some support from metal margin expansion [3] - The company reaffirmed its 2025 guidance, projecting sales between $4 billion and $4.1 billion, reflecting a year-over-year decline of 6-9% [8] Financial Performance - Sales in the Bedding Products segment fell 10%, with a 13% volume drop, but adjusted EBIT margin improved by 220 basis points to 6.6% due to metal margin expansion [4] - Specialized Products saw a 7% sales decline, with organic sales down 2%, while the adjusted EBIT margin slightly increased to 9.7% [4] - Gross profit was $194 million, down 3% year over year, with gross margin remaining flat; adjusted EBIT was $73 million, down 4% year over year, but adjusted EBIT margin rose by 10 basis points to 7.0% [6] Balance Sheet & Cash Flow - At the end of Q3, the company had $461 million in cash and $974 million in total liquidity, with long-term debt at $1.5 billion, down $296 million sequentially [7] - Operating cash flow improved to $126 million, up 32% year over year, driven by better working capital management [7] Market Position & Outlook - Leggett & Platt has a subpar Growth Score of D and a Momentum Score of F, but a strong Value Score of A, placing it in the top quintile for value investors [9] - The company holds a Zacks Rank 3 (Hold), indicating an expectation of an in-line return from the stock in the coming months [10]

Core Insights - Vail Resorts reported a wider-than-expected net loss for Q4 fiscal 2025, with revenues missing estimates despite a year-over-year increase [2][3] - The company experienced a decline in skier visits, yet managed to maintain a stable EBITDA margin for the full year [5][9] - There has been a downward trend in estimates for the company's performance, leading to a Zacks Rank of 5 (Strong Sell) [12][13] Financial Performance - Q4 fiscal 2025 revenues were $271.3 million, up 2.2% from $265.3 million year-over-year, but below the Zacks Consensus Estimate of $272 million [2] - The net loss attributable to shareholders was $185.5 million, or $5.08 per share, compared to a loss of $176.6 million, or $4.70 per share, in the previous year [3] - Full-year fiscal 2025 revenues reached $2.96 billion, a 2.7% increase year-over-year, with net income rising to $280 million ($7.53 per share) from $231.1 million ($6.09 per share) in fiscal 2024 [3] Margins and Profitability - Resort Reported EBITDA for Q4 was a loss of $123.6 million, compared to a loss of $114.6 million in the prior-year period, influenced by higher costs related to CEO transition and resource efficiency [4] - The full-year Resort Reported EBITDA margin was 28.5%, showing modest expansion despite a 3% decline in skier visits [5] Segment Performance - The Mountain segment net revenues increased by 2.9% year-over-year to $180.9 million in Q4, driven by dining and ski school [6] - Lodging segment net revenues were $90.3 million, up 0.9%, with Lodging Reported EBITDA growing 48% to $4.1 million [6] Balance Sheet and Capital Management - As of July 31, 2025, Vail Resorts had $440 million in cash and total liquidity of approximately $1.4 billion, with net debt at $2.75 billion [7] - The company repurchased 1.29 million shares for $200 million in Q4, totaling $270 million for the full year, representing 4.5% of outstanding shares [8] Guidance and Outlook - For fiscal 2026, Vail Resorts anticipates net income between $201 million and $276 million, with Resort Reported EBITDA projected at $842 million to $898 million, indicating a margin of roughly 28.8% [9] - The guidance reflects expected efficiency savings and normalized weather conditions, but is tempered by lower pass unit sales and cost inflation [9]

Company Overview - Allogene Therapeutics reported a narrower than expected loss of 23 cents per share for Q2 2025, compared to the Zacks Consensus Estimate of a loss of 28 cents and a loss of 35 cents per share in the same period last year [2] - The company did not report any sales during the quarter, as it lacks a marketed product, while it recorded collaboration revenues of $0.02 million in the year-ago period [2] Financial Performance - Research and development (R&D) expenses totaled $40.2 million, down 20.2% from the previous year [3] - General and administrative expenses decreased by 11.2% year over year to $14.3 million [3] - As of June 30, 2025, Allogene had $302.6 million in cash, cash equivalents, and investments, down from $335.5 million as of March 31, 2025 [3] Future Guidance - The company expects operating expenses for 2025 to be around $230 million and cash burn to be approximately $150 million, indicating that its cash runway will fund operations into the second half of 2027 [4] Market Sentiment - Since the earnings release, there has been an upward trend in estimates revision for Allogene Therapeutics [5] - The stock has a Zacks Rank 2 (Buy), indicating expectations for above-average returns in the coming months [7] Industry Comparison - Allogene Therapeutics is part of the Zacks Medical - Biomedical and Genetics industry, where Beam Therapeutics Inc. has gained 22.2% over the past month [8] - Beam Therapeutics reported revenues of $8.47 million for the last quarter, reflecting a year-over-year decline of 28% [9]

Core Viewpoint - Editas Medicine reported a wider-than-expected loss in Q2 2025, with shares declining approximately 16.9% since the last earnings report, underperforming the S&P 500 [1][2]. Financial Performance - Editas reported a loss of 63 cents per share in Q2 2025, which was worse than the Zacks Consensus Estimate of a loss of 41 cents, compared to a loss of 82 cents per share in the same quarter last year [2]. - Collaboration and other R&D revenues were $3.6 million in Q2 2025, significantly up from the previous year's figure and exceeding the Zacks Consensus Estimate of $1 million, primarily due to revenue recognition from achieved deliverables [3]. - R&D expenses decreased by 70% to $16.2 million compared to $54.2 million in the prior year, attributed to lower clinical and manufacturing costs following the abandonment of the reni-cel program [4]. - General and administrative expenses were $12.9 million, down 29% year-over-year due to reduced employee-related expenses from a decreased headcount [5]. - Restructuring and impairment charges amounted to $26.1 million in Q2 2025 due to the discontinuation of the reni-cel program, with no such charges recorded in the previous year [5]. - As of June 30, 2025, Editas had cash, cash equivalents, and investments totaling $178.5 million, down from $221 million as of March 31, 2025, with expectations to fund operations into Q2 2027 [6]. Market Sentiment - Estimates for Editas have trended upward over the past month, indicating a potentially positive outlook [7]. - Editas holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [9]. Industry Comparison - Editas is part of the Zacks Medical - Biomedical and Genetics industry, where GSK has gained 3.5% over the past month, reporting revenues of $10.67 billion for the last quarter, reflecting a year-over-year increase of 7.2% [11].

Core Insights - Kraft Heinz reported second-quarter 2025 results with adjusted earnings of 69 cents per share, surpassing the Zacks Consensus Estimate of 64 cents, but reflecting an 11.5% year-over-year decline [3] - The company generated net sales of $6,352 million, down 1.9% year over year, yet exceeding the Zacks Consensus Estimate of $6,286 million [4] - Organic sales decreased by 2% year over year, with a projected decline of 3.2% [4][12] Financial Performance - Adjusted gross profit was $2.17 billion, a decrease of 5.6% from the previous year, with an adjusted gross margin contraction of 140 basis points to 34.1% [6] - Adjusted operating income fell 7.5% year over year to $1.3 billion, primarily due to higher commodity cost inflation [7] - Cash and cash equivalents at the end of the quarter were $1.57 billion, with long-term debt of $19.3 billion and total shareholders' equity of $41.4 billion [10] Segment Performance - North America: Net sales of $4.76 billion declined 3.3% year over year, with organic sales down 3.2% [8] - International Developed Markets: Net sales of $897 million increased by 1.3% year over year, but organic sales declined by 2.2% [9] - Emerging Markets: Net sales of $698 million rose by 4.2% year over year, with organic sales growing by 7.6% [9] Future Outlook - For 2025, Kraft Heinz expects organic net sales to decline between 1.5% and 3.5% year over year, with management anticipating sequential improvement in organic sales [12] - The company projects adjusted earnings per share in the range of $2.51 to $2.67 [12] - Recent estimates have shown a downward trend, with a consensus estimate shift of -8.25% [13]

Core Viewpoint - Automatic Data Processing (ADP) reported strong fourth-quarter fiscal 2025 results, with earnings and revenues exceeding estimates, but has seen a recent decline in share performance compared to the S&P 500 [1][2]. Financial Performance - ADP's earnings per share (EPS) for Q4 fiscal 2025 was $2.26, beating the consensus estimate by 1.8% and increasing 8.1% year-over-year [2]. - Total revenues reached $5.1 billion, surpassing estimates by 1.5% and growing 5.7% year-over-year [2]. Segmental Results - Employer Services generated revenues of $3.5 billion, an 8% increase on a reported basis but missed the estimate of $3.8 billion [3]. - PEO Services revenues rose 9% year-over-year to $1.2 billion, falling short of the $1.7 billion estimate [3]. - Average worksite employees paid by PEO Services increased by 3% to 761,000 [3]. Interest and Client Funds - Interest on funds held for clients grew 11% year-over-year to $308 million, missing the estimate of $342.4 million [4]. - The average client funds balance increased by 6% to $38.1 billion, with the average interest yield expanding by 20 basis points to 3.2% [4]. Margins - Adjusted EBIT rose 9% year-over-year to $5.3 billion, with the adjusted EBIT margin increasing by 50 basis points to 26% [5]. - The margin for Employer Services increased by 50 basis points, while PEO Services saw a decrease of 20 basis points [5]. Balance Sheet and Cash Flow - At the end of Q4 fiscal 2025, ADP had cash and cash equivalents of $3.3 billion, up from $2.7 billion in the previous quarter [6]. - Long-term debt increased to $4 billion from $3 billion in the preceding quarter [6]. - The company generated $1.4 billion in cash from operating activities during the quarter [6]. Fiscal 2025 Outlook - ADP lowered its revenue growth guidance for fiscal 2025 to 5-6% from the previous 6-7% [7]. - Adjusted EPS growth guidance was updated to 8-10% from 8-9% [7]. - The adjusted effective tax rate is estimated at 23%, and the guidance for adjusted EBIT margin was raised to 50-70 basis points [7]. Estimate Trends - There has been a downward trend in estimates for ADP, indicating a shift in expectations [10][12]. - The stock currently holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [12].

Core Viewpoint - DexCom's recent earnings report shows a positive performance with adjusted earnings per share beating estimates, but the stock has underperformed the S&P 500 in the past month, raising questions about future trends leading up to the next earnings release [1][2]. Financial Performance - DexCom reported Q2 2025 adjusted earnings per share of 48 cents, exceeding the Zacks Consensus Estimate of 45 cents by 6.7%, and up from 43 cents in the prior-year quarter [2]. - Total revenues increased by 15.2% year-over-year to $1.16 billion, surpassing the Zacks Consensus Estimate by 3.1% [3]. - Sensor and other revenues, which account for 97% of total revenues, rose 18% year-over-year to $1.12 billion, while hardware revenues decreased by 31% to $39.3 million [4]. Geographic Revenue Breakdown - U.S. revenues, making up 73% of total revenues, grew by 15% year-over-year to $841 million, while international revenues (27% of total) improved by 16% to $316.1 million [5]. Margin and Expense Analysis - Adjusted gross profit was $695.9 million, a 9.1% increase from the prior-year quarter, with an adjusted gross margin of 60.1%, down 340 basis points year-over-year [6]. - Total adjusted operating income reached $221.8 million, up 13.5% from the previous year, with an adjusted operating margin of 19.2%, down 30 basis points year-over-year [7]. Financial Position - At the end of Q2, DexCom had cash, cash equivalents, and marketable securities totaling $2.93 billion, an increase from $2.7 billion in Q1 2025, with total assets rising to $7.33 billion from $6.75 billion [8]. Future Guidance - DexCom raised its 2025 revenue outlook to a range of $4.6-$4.625 billion, indicating a year-over-year growth of 14-15%, and expects an adjusted gross margin of approximately 62% and an adjusted operating margin of about 21% [9]. Market Sentiment and Estimates - Recent estimates for DexCom have shown a downward trend, with the stock currently holding a Zacks Rank 3 (Hold), suggesting an expectation of an in-line return in the coming months [10][12]. Industry Comparison - DexCom operates within the Zacks Medical - Instruments industry, where another player, IQVIA Holdings, reported a revenue increase of 5.3% year-over-year, indicating a mixed performance within the sector [13].