McCormick (MKC) reported $1.72 billion in revenue for the quarter ended August 2025, representing a year-over-year increase of 2.7%. EPS of $0.85 for the same period compares to $0.83 a year ago.The reported revenue represents a surprise of +0.6% over the Zacks Consensus Estimate of $1.71 billion. With the consensus EPS estimate being $0.81, the EPS surprise was +4.94%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expe ...

Core Viewpoint - American Eagle Outfitters (AEO) is expected to report a significant decline in quarterly earnings and revenues compared to the previous year, indicating potential challenges in its business performance [1]. Financial Performance Estimates - Analysts predict AEO's quarterly earnings to be $0.20 per share, a decrease of 48.7% year-over-year [1]. - Revenue is forecasted at $1.23 billion, reflecting a year-over-year decline of 4.5% [1]. - The consensus EPS estimate has been revised upward by 1.5% over the last 30 days, indicating a slight positive adjustment in analysts' outlook [2]. Key Metrics Analysis - Total net revenue for American Eagle is estimated at $790.97 million, representing a year-over-year change of -4.4% [5]. - Aerie's total net revenue is projected to be $402.05 million, indicating a decline of 3.3% from the prior-year quarter [5]. - The total number of stores is expected to reach 1,180, slightly up from 1,178 in the same quarter last year [5]. Store and Operational Metrics - The number of stores for the AE Brand is estimated at 822, down from 843 in the same quarter last year [6]. - Aerie stand-alone stores are projected to number 330, an increase from 313 in the previous year [6]. - The total gross square footage is estimated to remain at 7 million square feet, unchanged from the previous year [7]. Operating Income Estimates - Operating income for Aerie is expected to be $59.49 million, down from $69.64 million in the same quarter last year [8]. - The consensus estimate for operating income for American Eagle stands at $124.09 million, compared to $144.89 million in the previous year [8]. Stock Performance - Over the past month, American Eagle shares have increased by 17.3%, outperforming the Zacks S&P 500 composite, which saw a change of +1.5% [9]. - AEO holds a Zacks Rank of 3 (Hold), suggesting that its performance is likely to align with the overall market in the near term [9].

Core Insights - Snowflake Inc. (SNOW) is expected to report quarterly earnings of $0.26 per share, reflecting a 44.4% increase year-over-year [1] - Analysts forecast revenues of $1.09 billion, indicating a year-over-year growth of 24.9% [1] - The consensus EPS estimate has remained unchanged over the last 30 days, suggesting a reevaluation of initial estimates by analysts [1] Revenue Estimates - Analysts estimate 'Product revenue' to be $1.04 billion, representing a year-over-year increase of 25.4% [4] - 'Professional services and other revenue' is projected to reach $45.82 million, indicating a 15.8% year-over-year change [4] Key Metrics - 'Remaining performance obligations' are estimated at $6.84 billion, up from $5.20 billion reported in the same quarter last year [5] - The estimated 'Total customers' is 11,961, compared to 10,249 a year ago [5] - 'Customers with trailing 12-month product revenue greater than $1 million' are expected to reach 634, up from 510 in the previous year [6] - 'GAAP Product gross profit' is projected to be $744.86 million, compared to $593.67 million reported in the same quarter last year [6] Market Performance - Snowflake shares have decreased by 9.5% in the past month, contrasting with the Zacks S&P 500 composite's increase of 1.1% [6] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [6]

Core Insights - President Trump's second term has reached the 200-day mark, with the S&P 500 and most major sectors showing gains despite volatility [1] Sector Performance - The S&P 500 has increased by 6.6% during the first 200 days of Trump's second term, compared to a 9% increase at the same point in his first term [2] - Eight out of eleven sectors, including Technology, Communication Services, Industrials, Utilities, Consumer Staples, Financials, Materials, and Real Estate, have recorded gains [2] - Communication Services is performing significantly better in the current term, while Consumer Discretionary and Health Care sectors are underperforming [4] Stock Performance - Palantir Technologies, Inc. has achieved a remarkable 160% gain, leading the S&P 500 in Trump's first 200 days [5] - Dollar General Corp. ranks second but is over 90 points behind Palantir [5] - The technology sector dominates the top performers, with seven of the top 20 best-performing stocks coming from this sector [5] - NRG Energy, Inc. has consistently delivered strong returns in both of Trump's terms, being the only stock to appear in the top 20 in both periods [6]

Core Insights - Analysts project that Keysight (KEYS) will report quarterly earnings of $1.68 per share, reflecting a 7% year-over-year increase [1] - Revenue is expected to reach $1.31 billion, marking a 7.9% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has been revised 0.8% lower over the last 30 days, indicating a reevaluation by analysts [2] - Revisions to earnings projections are crucial for predicting investor behavior and short-term stock performance [3] Revenue Projections - Revenue from the Communications Solutions Group is estimated at $917.23 million, an increase of 8.3% year over year [5] - Revenue from Commercial Communications is projected at $617.75 million, reflecting an 8% increase from the prior-year quarter [5] - Revenue from Aerospace, Defense & Government is estimated at $299.47 million, suggesting an 8.9% year-over-year increase [6] - Revenue from the Electronic Industrial Solutions Group is expected to reach $396.45 million, indicating a 7.2% increase year over year [6] Income from Operations - Income from operations for the Electronic Industrial Solutions Group is projected at $88.33 million, up from $74.00 million a year ago [7] - Income from operations for the Communications Solutions Group is expected to be $253.54 million, compared to $223.00 million in the same quarter last year [7] Stock Performance - Over the past month, Keysight shares have returned +6.2%, outperforming the Zacks S&P 500 composite's +3.5% change [8] - Keysight holds a Zacks Rank 3 (Hold), suggesting performance alignment with the overall market in the upcoming period [8]

Core Insights - MannKind reported revenue of $76.53 million for the quarter ended June 2025, reflecting a 5.7% increase year-over-year, but fell short of the Zacks Consensus Estimate by 2.58% [1] - The company's EPS was $0, a decline from $0.05 in the same quarter last year, resulting in a 100% EPS surprise compared to the consensus estimate of $0.04 [1] Revenue Breakdown - Royalties revenue was $31.23 million, exceeding the average estimate of $27.15 million, marking a year-over-year increase of 22% [4] - Revenues from collaborations and services were $22.85 million, below the estimated $30.11 million, representing a year-over-year decrease of 12.2% [4] - Commercial product sales generated $22.45 million, surpassing the estimate of $21.27 million, with an 8.1% increase compared to the previous year [4] Stock Performance - MannKind's shares have returned +10.2% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.5% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - MSA Safety reported revenue of $474.12 million for the quarter ended June 2025, reflecting a 2.5% increase year-over-year and a 6.3% surprise over the Zacks Consensus Estimate of $446.01 million [1] - The company's EPS for the quarter was $1.93, down from $2.01 in the same quarter last year, with a positive surprise of 9.66% over the consensus estimate of $1.76 [1] Revenue Performance - Net sales in the Fire Service category reached $163.31 million, exceeding the two-analyst average estimate of $160.68 million [4] - Industrial PPE and Other category net sales were $116.98 million, surpassing the average estimate of $114.28 million [4] - Detection category net sales amounted to $193.84 million, significantly above the two-analyst average estimate of $166.33 million [4] Stock Performance - MSA Safety's shares have returned -0.3% over the past month, while the Zacks S&P 500 composite has increased by 0.6% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance compared to the broader market in the near term [3]

Core Viewpoint - Analysts expect Airbnb, Inc. to report quarterly earnings of $0.93 per share, reflecting an 8.1% year-over-year increase, with revenues projected at $3.03 billion, up 10.3% from the previous year [1]. Earnings Estimates - Over the last 30 days, there has been a 0.6% upward revision in the consensus EPS estimate for the quarter, indicating a collective reassessment by covering analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Key Metrics Projections - Analysts project that 'Gross Booking Value' will reach $22.69 billion, compared to $21.28 billion reported in the same quarter last year [5]. - 'Nights and Experiences Booked' is expected to total 130.76 million, up from 125.10 million in the same quarter last year [5]. - The 'Gross Booking Value per Night and Experience Booked (ADR)' is projected at $170.35, slightly above the $169.53 reported in the same quarter last year [6]. Stock Performance - Over the past month, Airbnb shares have recorded a return of -3%, while the Zacks S&P 500 composite has increased by 2.3% [6]. - Based on its Zacks Rank 3 (Hold), Airbnb is expected to perform in line with the overall market in the upcoming period [6].

Core Insights - Forrester Research reported a revenue of $111.66 million for the quarter ended June 2025, reflecting a year-over-year decline of 8.3% and an EPS of $0.51 compared to $0.68 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $109.95 million by 1.55%, while the EPS surpassed the consensus estimate of $0.50 by 2% [1] Revenue Breakdown - Research revenue was $77.93 million, exceeding the average estimate of $75.29 million by three analysts, but showing a year-over-year decline of 6.9% [4] - Consulting revenue reached $23.49 million, surpassing the average estimate of $22.16 million, with a year-over-year decrease of 5.3% [4] - Event revenue was reported at $10.24 million, falling short of the average estimate of $12.51 million and reflecting a significant year-over-year decline of 23.3% [4] Stock Performance - Forrester Research shares have returned -4.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of 2.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Itron reported revenue of $606.76 million for the quarter ended June 2025, a decrease of 0.4% year-over-year, with an EPS of $1.62, up from $1.21 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $609.26 million, resulting in a surprise of -0.41%, while the EPS exceeded the consensus estimate of $1.33 by 21.8% [1] Revenue Breakdown - Device Solutions revenue was $112.76 million, slightly below the average estimate of $113.1 million, reflecting a year-over-year decline of 4.9% [4] - Outcomes revenue reached $85.07 million, compared to the average estimate of $85.73 million, marking a year-over-year increase of 9.3% [4] - Networked Solutions revenue totaled $408.93 million, below the average estimate of $411.45 million, with a year-over-year change of -0.9% [4] Service and Product Revenue - Service Revenue from Networked Solutions was $29.45 million, exceeding the average estimate of $24.94 million, with a year-over-year increase of 16.2% [4] - Total Service Revenue amounted to $89.58 million, surpassing the average estimate of $77.61 million, reflecting a year-over-year growth of 17.6% [4] - Total Product Revenue was $517.18 million, below the average estimate of $531.86 million, indicating a year-over-year decline of 3% [4] Gross Profit and Performance Metrics - Gross Profit for Device Solutions was reported at $33.59 million, exceeding the average estimate of $30.33 million [4] - Itron's shares returned +3.2% over the past month, outperforming the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]