Core Insights - Toyota Motor Corporation reported revenue of $84.82 billion for the quarter ended June 2025, marking an 11.7% year-over-year increase [1] - The earnings per share (EPS) for the same period was $4.47, down from $6.35 a year ago, indicating a decline [1] - The reported revenue exceeded the Zacks Consensus Estimate of $82.62 billion by 2.67%, while the EPS fell short of the consensus estimate of $4.67 by 4.28% [1] Financial Performance Metrics - Total retail unit sales reached 2.83 billion, surpassing the average estimate of 2.36 billion from two analysts [4] - Vehicle production in Africa was 30 thousand, exceeding the estimated 24.94 thousand [4] - Vehicle production in Japan, including Daihatsu & Hino, was 994 thousand, compared to the average estimate of 940.04 thousand [4] - Vehicle sales in Japan, including Daihatsu & Hino, totaled 481 thousand, above the estimated 440.3 thousand [4] - Total overseas vehicle sales, including Daihatsu & Hino, were 1.93 million, slightly above the estimated 1.92 million [4] - North America vehicle sales reached 794 thousand, exceeding the average estimate of 772.57 thousand [4] - Vehicle sales in Europe were 298 thousand, slightly below the estimated 301.6 thousand [4] - Vehicle sales in Asia totaled 421 thousand, below the average estimate of 433.6 thousand [4] - Central and South America vehicle sales were 129 thousand, above the estimated 123.77 thousand [4] - Oceania vehicle sales were 78 thousand, closely matching the average estimate of 78.32 thousand [4] - Africa vehicle sales reached 60 thousand, exceeding the estimated 54.43 thousand [4] - Middle East vehicle sales were 147 thousand, below the average estimate of 151.99 thousand [4] Stock Performance - Shares of Toyota Motor have returned +6.5% over the past month, outperforming the Zacks S&P 500 composite's +1.9% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]

Core Insights - Sabre reported revenue of $687.15 million for the quarter ended June 2025, reflecting a 10.4% decline year-over-year and a surprise of -2.58% compared to the Zacks Consensus Estimate of $705.31 million [1] - The company's EPS was -$0.02, an improvement from -$0.05 in the same quarter last year, with no EPS surprise against the consensus estimate of $0 [1] Financial Performance Metrics - Travel Solutions - Air Bookings were 75.53 million, below the average estimate of 79.36 million [4] - Total Bookings in Travel Solutions reached 90.3 million, compared to the estimated 94.61 million [4] - Passengers Boarded in Travel Solutions totaled 171.35 million, slightly below the estimate of 173.95 million [4] - Lodging, Ground and Sea Bookings were 14.76 million, compared to the average estimate of 15.25 million [4] - Distribution Revenue in Travel Solutions was $545.77 million, below the estimate of $567.37 million, marking a year-over-year change of -0.9% [4] - Overall Revenue for Travel Solutions was $687.15 million, compared to the estimated $708.09 million, reflecting a year-over-year change of -1.1% [4] - IT Solutions Revenue within Travel Solutions was $141.38 million, slightly above the estimate of $140.72 million, with a year-over-year change of -2.1% [4] Stock Performance - Sabre's shares have returned -6.3% over the past month, contrasting with the Zacks S&P 500 composite's +1.2% change [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 - Kenvue reported $3.84 billion in revenue for the quarter ended June 2025, reflecting a year-over-year decline of 4% and an EPS of $0.29 compared to $0.32 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $3.86 billion by 0.51%, while the EPS exceeded the consensus estimate of $0.28 by 3.57% [1] Financial Performance Metrics - Kenvue's net sales in the Self Care segment were $1.56 billion, slightly below the average estimate of $1.6 billion, marking a year-over-year decline of 4.9% [4] - In the Essential Health segment, net sales were $1.23 billion, matching the average estimate, but reflecting a year-over-year decrease of 2.9% [4] - The Skin Health and Beauty segment reported net sales of $1.06 billion, surpassing the average estimate of $1.04 billion, with a year-over-year decline of 4% [4] Stock Performance - Kenvue shares have returned +3.3% over the past month, outperforming the Zacks S&P 500 composite's +1.2% 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 - Nutrien reported revenue of $10.44 billion for the quarter ended June 2025, a year-over-year increase of 2.8% and an EPS of $2.65 compared to $2.34 a year ago, indicating positive growth in earnings [1] - The revenue fell short of the Zacks Consensus Estimate of $10.61 billion, resulting in a surprise of -1.62%, while the EPS exceeded expectations by +10.42% against a consensus estimate of $2.40 [1] Financial Performance Metrics - Potash sales volumes reached 3,989 KTon, surpassing the average estimate of 3,613.10 KTon [4] - Nitrogen sales volumes totaled 3,017 KTon, exceeding the average estimate of 2,947.19 KTon [4] - The average selling price per tonne for phosphate (industrial and feed) was $821.00, higher than the estimated $754.85 [4] - Retail sales (Nutrient Ag Solutions) amounted to $7.96 billion, below the estimated $8.4 billion, reflecting a -1.4% change year-over-year [4] - Nitrogen sales were reported at $1.41 billion, exceeding the average estimate of $1.25 billion, representing a +19% year-over-year change [4] - Phosphate sales were $449 million, slightly above the average estimate of $436.29 million, with a year-over-year change of -0.4% [4] - Potash sales reached $1.09 billion, surpassing the average estimate of $892.38 million, indicating a +29.8% year-over-year change [4] - Net sales for potash were $991 million, exceeding the average estimate of $794.77 million, reflecting a +31.1% year-over-year change [4] - Net sales for nitrogen were $1.26 billion, above the average estimate of $1.08 billion, representing a +22.6% change year-over-year [4] - Net sales for phosphate were $396 million, slightly below the average estimate of $418.63 million, with a +0.5% year-over-year change [4] Stock Performance - Nutrien's shares have returned -3.7% over the past month, contrasting with the Zacks S&P 500 composite's +0.5% 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]

Core Insights - Sonos reported revenue of $344.76 million for the quarter ended June 2025, reflecting a year-over-year decline of 13.2% and an EPS of $0.19 compared to $0.23 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $329.21 million, resulting in a surprise of +4.73%, while the EPS met the consensus estimate [1] Revenue Performance - Revenue from Sonos speakers was $253.67 million, surpassing the average estimate of $245.35 million, but showing a decline of -15.8% year-over-year [4] - Revenue from partner products and other revenue was $17.92 million, slightly below the average estimate of $18 million, with a year-over-year decline of -14.1% [4] - Revenue from Sonos system products was $73.18 million, exceeding the average estimate of $53.08 million, but still reflecting a -2.7% change compared to the previous year [4] Stock Performance - Sonos shares have returned +0.9% over the past month, outperforming the Zacks S&P 500 composite's +0.5% change [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 - Owens Corning reported $2.75 billion in revenue for Q2 2025, a year-over-year decline of 1.5% and an EPS of $4.21 compared to $4.64 a year ago, exceeding revenue estimates by 1.57% and EPS estimates by 10.79% [1] Financial Performance - Net Sales in Insulation reached $934 million, exceeding the estimated $921.65 million, reflecting a 2% increase year-over-year [4] - Net Sales in Roofing amounted to $1.3 billion, surpassing the estimated $1.25 billion, showing a significant year-over-year increase of 17.9% [4] - Net Sales in Doors were reported at $554 million, below the estimated $572 million, indicating a decline [4] - Corporate eliminations reported a loss of $44 million, slightly worse than the estimated loss of $42.15 million, representing a 50.6% year-over-year decline [4] Segment Performance - Segment EBITDA for Roofing was $457 million, exceeding the average estimate of $425.14 million [4] - Segment EBITDA for Insulation was $225 million, slightly above the estimated $224.81 million [4] - Segment EBITDA for Doors reached $75 million, compared to the average estimate of $73.33 million [4] - Segment EBITDA for Corporate, Other and Eliminations reported a loss of $80 million, worse than the estimated loss of $61.5 million [4] Stock Performance - Owens Corning's shares have returned -2.7% over the past month, while the Zacks S&P 500 composite increased by 0.5% [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]

Core Insights - Agilon Health (AGL) reported $1.39 billion in revenue for the quarter ended June 2025, reflecting a year-over-year decline of 5.9% [1] - The earnings per share (EPS) for the same period was -$0.25, compared to -$0.07 a year ago, indicating a significant deterioration in profitability [1] - The reported revenue was a surprise of -4.98% compared to the Zacks Consensus Estimate of $1.47 billion, while the EPS surprise was -127.27% against the consensus estimate of -$0.11 [1] Financial Performance Metrics - The average number of Medicare Advantage members was 498,000, slightly above the average estimate of 493,100 based on two analysts [4] - Other operating revenues were reported at $2.94 million, which is lower than the estimated $3.16 million by five analysts, representing a year-over-year decline of 7.4% [4] - Medical services revenues were $1.39 billion, compared to the average estimate of $1.46 billion from five analysts, also reflecting a year-over-year decrease of 5.9% [4] Stock Performance - Agilon's shares have returned -30% over the past month, contrasting with the Zacks S&P 500 composite's +0.6% 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]

Core Insights - Cable One (CABO) reported a revenue of $381.07 million for the quarter ended June 2025, reflecting a year-over-year decline of 3.4% and an EPS of $3.23, down from $8.16 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $380.78 million by 0.08%, while the EPS fell short of the consensus estimate of $8.23 by 60.75% [1] Revenue Breakdown - Residential Video revenue was $48.16 million, below the average estimate of $49.29 million, marking a year-over-year decrease of 15.8% [4] - Other revenues totaled $22.95 million, slightly below the average estimate of $24 million, representing a year-over-year decline of 1.6% [4] - Residential Voice revenue was reported at $6.73 million, compared to the estimated $6.93 million, indicating a year-over-year drop of 17.9% [4] - Residential Data revenue reached $229.34 million, surpassing the average estimate of $226.97 million, with a minimal year-over-year change of -0.5% [4] Stock Performance - Over the past month, Cable One shares have returned -2.6%, contrasting with the Zacks S&P 500 composite's increase of +2.7% [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]

Core Insights - Dolby Laboratories reported revenue of $315.55 million for the quarter ended June 2025, marking a year-over-year increase of 9.3% and exceeding the Zacks Consensus Estimate of $303.67 million by 3.91% [1] - The company achieved an EPS of $0.78, up from $0.71 a year ago, resulting in an EPS surprise of 8.33% compared to the consensus estimate of $0.72 [1] Revenue Breakdown - Licensing revenue was $289.91 million, surpassing the estimated $281.01 million, reflecting an 8.6% year-over-year increase [4] - Products and services revenue reached $25.64 million, exceeding the average estimate of $22.66 million, with an 18% year-over-year change [4] - PC market licensing revenue was $33.59 million, compared to the estimated $28.41 million, showing a 21.7% increase year-over-year [4] - Other market licensing revenue was $60.66 million, slightly below the $65.55 million estimate, but still representing a 15.3% year-over-year increase [4] - Consumer Electronics (CE) market licensing revenue was $28.07 million, below the estimated $30.03 million, indicating a year-over-year decline of 1% [4] - Broadcast market licensing revenue was $111.29 million, exceeding the estimated $100.27 million, with a year-over-year increase of 16.6% [4] - Mobile market licensing revenue was $56.3 million, below the estimated $60.99 million, reflecting a year-over-year decline of 10.8% [4] Gross Margin Analysis - Gross margin for licensing was reported at $268.19 million, above the average estimate of $263.61 million [4] - Gross margin for products and services was $3.35 million, significantly higher than the average estimate of $1.11 million [4] Stock Performance - Over the past month, shares of Dolby Laboratories have returned -0.4%, while the Zacks S&P 500 composite has increased by 2.7% [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]

Core Insights - Lincoln National (LNC) reported $4.73 billion in revenue for Q2 2025, a year-over-year increase of 4.4% and an EPS of $2.36 compared to $1.84 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Financial Performance - Revenue of $4.73 billion surpassed the Zacks Consensus Estimate of $4.67 billion, resulting in a surprise of +1.23% [1] - EPS of $2.36 exceeded the consensus estimate of $1.91, delivering a surprise of +23.56% [1] Key Metrics - Net Flows - Life Insurance: $633 million, exceeding the estimate of $622.2 million [4] - Net Flows - Retirement Plan Services: $-585 million, worse than the estimate of $-140.99 million [4] - Loss Ratio - Group Protection: 65.9%, better than the estimate of 70.5% [4] - Net Flows - Annuities: $-1.16 billion, matching the average estimate [4] - Fee Income: $1.34 billion, slightly below the estimate of $1.35 billion, with a year-over-year change of +0.1% [4] - Insurance Premiums: $1.68 billion, in line with the estimate, reflecting a year-over-year change of +3.5% [4] - Net Investment Income: $1.47 billion, exceeding the estimate of $1.39 billion, with a year-over-year change of +10.1% [4] - Life Insurance Revenue: $1.6 billion, surpassing the estimate of $1.58 billion, with a year-over-year change of +6% [4] - Group Protection Revenue: $1.54 billion, exceeding the estimate of $1.52 billion, with a year-over-year change of +6.7% [4] - Other Operations Revenue: $41 million, below the estimate of $53.37 million, with a year-over-year change of +5.1% [4] - Retirement Plan Services Revenue: $331 million, slightly above the estimate of $327.13 million, with a year-over-year change of +1.2% [4] - Annuities Revenue: $1.21 billion, below the estimate of $1.23 billion, with a year-over-year change of +0.4% [4] Stock Performance - Lincoln National shares have returned -2.2% over the past month, while the Zacks S&P 500 composite has changed by +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]