Key Takeaways ANGO posted flat adjusted EPS in Q2, beating expectations as pro-forma revenue grew 8.8% to $79.4M.ANGO's pro forma gross margin expanded 170 bps to 56.4% on improved mix and manufacturing optimization.ANGO raised FY26 sales guidance to $312-$314M, led by 13% Med Tech growth and solid U.S. demand.AngioDynamics, Inc. (ANGO) reported breakeven adjusted earnings per share for second-quarter fiscal 2026, marking an improvement from the year-ago quarter’s adjusted loss of 4 cents. The Zacks Consens ...

Cal-Maine Foods, Inc. (NASDAQ:CALM) stock rose Wednesday after the egg producer delivered a second-quarter earnings beat, easing investor concerns over falling egg prices even as revenue and profitability slid sharply year over year.The company reported second-quarter earnings per share of $2.13, beating the analyst consensus estimate of $1.94.Quarterly sales of $769.50 million (down 19.4% year over year) missed the Street view of $826.395 million.“With lower egg prices, our increasingly diversified busines ...

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Core Insights - Carnival Corporation & plc reported fourth-quarter earnings that exceeded analyst expectations, with adjusted earnings per share of $0.34 compared to estimates of $0.25, leading to a more than 9% increase in shares intra-day [1] - The company announced the reinstatement of its dividend, which contributed to the positive market reaction [1] - For the full fiscal year, Carnival reported adjusted net income of $3.1 billion, a year-over-year increase of over 60%, driven by strong demand and effective cost management [2] Financial Performance - Revenue for the fourth quarter totaled $6.3 billion, slightly below the consensus estimate of $6.37 billion, but still marked a record performance for the company [1] - Fourth-quarter net yields in constant currency rose by 5.4% compared to 2024, exceeding the company's September guidance by 1.1 percentage points [2] Future Outlook - Carnival projected adjusted net income growth of approximately 12% in fiscal 2026 relative to record 2025 levels [3] - Net yields in constant currency are expected to increase by about 2.5%, supported by favorable demand trends and pricing [3]

Core Viewpoint - MillerKnoll Inc. reported stronger-than-expected adjusted earnings for Q2 fiscal 2026, leading to a significant increase in share price [1] Financial Performance - The company posted adjusted earnings of $0.43 per share, surpassing the consensus estimate of $0.41 [2] - Revenue for the quarter was $955.2 million, slightly below analyst expectations of $962.47 million, and represented a year-over-year decline of 1.6% [2] - On an organic basis, sales decreased by 2.5% compared to the previous year [2] Future Outlook - For Q3, MillerKnoll forecasts revenue between $923 million and $963 million, exceeding the consensus estimate of $909.6 million [3] - Adjusted earnings for Q3 are projected to be between $0.42 and $0.48 per share, above the $0.41 expected by analysts [3] Operational Metrics - Despite the revenue decline, the company experienced order growth of 5.5%, totaling $972.5 million, with increases across all business segments [4] - Gross margin improved by 20 basis points to 39.0%, while adjusted operating margin decreased to 5.9% from 7.1% in the prior-year quarter [4]

Key Takeaways BlackBerry is set to report fiscal Q3 results on Dec. 18, with revenues expected between $132M and $140M.BB expects QNX revenues to be $66-$70 million, driven by design wins and expansion beyond automotive markets.Secure Comm revenues are projected to be $60-$64 million, supported by lower churn and rising demand.BlackBerry Limited (BB) is set to report third-quarter fiscal 2026 results on Dec. 18.The Zacks Consensus Estimate for the bottom line is pinned at 4 cents and has remained unchanged ...

Core Insights - The Campbell's Company (CPB) is expected to report a decline in both revenue and earnings for the first quarter of fiscal 2026, with revenue estimated at $2.66 billion, reflecting a 4.1% decrease from the previous year [1] - The earnings consensus has decreased to 73 cents per share, indicating an almost 18% drop compared to the same quarter last year [2] Financial Performance Expectations - CPB is anticipated to face profitability pressures due to tariffs and increased marketing expenditures, which may lead to a contraction of 70 basis points in adjusted gross margin for the quarter [3] - The Snacks segment is projected to see a 2.7% decline in unit sales, continuing to operate in a sluggish market [4] Positive Factors - The Meals & Beverages division is likely to benefit from sustained at-home cooking trends, with core brands in soups, broths, and sauces remaining relevant to consumers [5] Earnings Prediction - A positive earnings surprise is predicted for CPB, supported by a Zacks Rank of 3 (Hold) and an Earnings ESP of +0.24% [6]

Core Insights - The Cooper Companies, Inc. (COO) is set to release its fourth-quarter fiscal 2025 results on December 14, with expectations of revenue at $1.06 billion and earnings at $1.11 per share, reflecting a 4.1% revenue increase and a 6.7% earnings improvement year-over-year [1][2]. Group 1: Financial Estimates - The Zacks Consensus Estimate for revenues is $1.06 billion, indicating a 4.1% increase from the previous year [2]. - The consensus estimate for earnings is $1.11 per share, implying a 6.7% improvement from the prior-year period [2]. - Cooper Companies expects total revenues to be in the range of $1.049-$1.069 billion, suggesting 2-4% organic growth during the fourth quarter [2]. Group 2: Segment Performance - Cooper Companies reports revenues under two main segments: CooperVision (CVI) and CooperSurgical (CSI), both of which have shown strength in recent quarters [3]. - CVI is expected to benefit from rising demand for contact lenses, particularly MyDAY lenses, with projected sales between $700-$713 million, reflecting 2-4% organic growth [5][9]. - CSI's revenue growth is anticipated to be limited by weaker fertility and PARAGARD demand, with expected sales in the range of $350-$356 million, indicating 2-4% organic growth [11][13]. Group 3: Market Trends and Drivers - Strong consumption trends and a shift towards silicone hydrogel lenses are likely to have driven CVI sales, alongside continued demand for toric and multifocal products [4]. - The demand for MyDAY lenses has been robust, with the company resolving manufacturing constraints, allowing for full sales capacity [6]. - The Biofinity brand and MiSight lenses are also expected to contribute to strong growth, supported by increased fitting activity [8]. Group 4: Challenges and Weaknesses - Despite the overall positive trends, the demand for MyDAY may negatively impact the adoption of the lower-priced Clariti lens brand [9]. - The fertility business within CSI is showing signs of weakness, with clinics managing cash conservatively and delaying capital purchases, which may further pressure revenue [12].

Core Insights - American Eagle Outfitters, Inc. (AEO) is anticipated to show revenue growth in its third-quarter fiscal 2025 results, with a consensus estimate of $1.32 billion, reflecting a 2.3% increase year-over-year [1] - The earnings consensus estimate stands at 43 cents per share, indicating a 10.4% decline from the previous year, although it has seen a slight increase in the last 30 days [2] Sales Performance - AEO's sales performance is expected to benefit from brand strength, particularly at Aerie, and positive demand in categories such as intimates, soft dressing, sleepwear, and activewear [3] - The company has made significant investments in digital channels, store optimization, and marketing campaigns, which are likely to support top-line growth [4] Cost and Profitability Challenges - AEO faces challenges from a tough operating environment, including weak consumer sentiment and inflation, which may impact profitability [5] - Increased costs related to selling, general and administrative (SG&A) expenses, advertising, and tariffs are expected to weigh on the company's profitability for the quarter [6] Earnings Prediction - The Zacks model indicates a strong likelihood of an earnings beat for AEO, supported by a positive Earnings ESP of +1.55% and a Zacks Rank of 2 (Buy) [7] Valuation and Stock Performance - AEO's forward 12-month price-to-earnings ratio is 15.27X, which is below the industry average of 16.62X, suggesting it offers compelling value for investors [10] - The stock has experienced a significant increase of 82.6% over the past six months, outperforming the industry, which saw a decline of 0.7% [10]

Core Insights - Kohl's Corporation reported third-quarter fiscal 2025 results with earnings of 10 cents per share, down from 20 cents in the year-ago quarter, but exceeding the Zacks Consensus Estimate of a loss of 19 cents [1][7] - Total revenues were $3,575 million, a decrease of 3.6% from $3,710 million in the prior-year quarter, yet surpassing the Zacks Consensus Estimate of $3,486 million [2][7] - The company raised its fiscal 2025 outlook for net sales, comparable sales, and operating margin, with full-year EPS guidance increased to $1.25-$1.45, significantly higher than the previous estimate of 50 cents to 80 cents [5][7] Financial Performance - Net sales fell 2.8% to $3,407 million, while other revenues decreased by 17.2% to $168 million, with comparable sales dipping 1.7% year over year, better than the expected decline of 4.6% [2][7] - Gross margin expanded by 51 basis points to 39.6%, contrary to expectations of a decrease, while SG&A expenses dropped 2.1% to $1,263 million, although as a percentage of total revenues, they increased by 55 basis points to 35.3% [3][7] - Adjusted operating income was $77 million, down from $98 million in the year-ago period, with an operating income margin of 2.2% [3] Financial Health - Kohl's ended the quarter with cash and cash equivalents of $144 million and shareholders' equity of $3,930 million [4] - For the nine months ending Nov. 1, 2025, net cash provided by operating activities was $630 million, with management expecting capital expenditures of $400 million for fiscal 2025 [4] Future Outlook - For fiscal 2025, Kohl's expects net sales to decline by 3.5-4%, an improvement from the prior forecast of a 5-6% drop, and comparable sales are projected to fall by 2.5-3% compared to the earlier outlook of a 4-5% decline [5] - The adjusted operating margin is anticipated to be in the range of 3.1-3.2%, up from the previously projected range of 2.5-2.7% [5]