Core Viewpoint - United Rentals, Inc. (URI) reported mixed second-quarter 2025 results, with earnings missing estimates while revenues exceeded expectations, reflecting strong demand in construction and industrial markets [1][4][10] Financial Performance - Adjusted EPS was $10.47, missing the Zacks Consensus Estimate of $10.54 by 0.7% and down 21% year-over-year [4][10] - Total revenues reached $3.943 billion, beating the consensus mark of $3.909 billion by 0.9% and growing 4.5% year-over-year [4][10] - Adjusted EBITDA increased 2.3% year-over-year to $1.81 billion, with a margin contraction of 100 basis points to 45.9% [9] Segment Performance - Equipment Rentals revenues rose 6.2% year-over-year to $3.415 billion, marking a record high for the second quarter [5] - General Rentals segment saw a 2.7% year-over-year revenue growth to $2.268 billion, with a rental gross margin contraction of 120 basis points to 35.1% [7] - Specialty segment revenues improved 14% year-over-year to $1.147 billion, despite a gross margin contraction of 220 basis points to 45.8% [8] Balance Sheet and Cash Flow - Cash and cash equivalents increased to $548 million as of June 30, 2025, from $457 million at the end of 2024 [11] - Total liquidity stood at $2.996 billion, with long-term debt decreasing to $12.1 billion [11] - Net cash from operating activities improved 20% year-over-year to $2.753 billion, and free cash flow grew 12.5% to $1.198 billion [12] Future Outlook - United Rentals raised its 2025 revenue outlook to a range of $15.8-$16.1 billion, up from the previous range of $15.6-$16.1 billion [13] - Adjusted EBITDA is now projected between $7.3 billion and $7.45 billion, an increase from the prior estimate [13] - Free cash flow expectations have also been raised to a range of $2.4-$2.6 billion [15]

Core Insights - Dow Inc. reported a loss of $835 million or $1.18 per share for Q2 2025, a significant decline from a profit of $439 million or 62 cents per share in the same quarter last year, primarily due to lower prices and restructuring charges [1] - On an adjusted basis, the company recorded a loss of 42 cents per share, missing the Zacks Consensus Estimate of a loss of 11 cents [1][9] - Net sales for the quarter were $10,104 million, down 7% year over year, and also missed the Zacks Consensus Estimate of $10,277 million [2] Financial Performance - Volume declined by 1% year over year, with growth in the U.S. and Canada offset by reductions in EMEAI [3] - Cash flow from operating activities was negative $470 million, a decline of $1.3 billion from the same period last year [7] - Shareholder returns for the quarter amounted to $496 million in dividends [7] Segment Performance - Packaging & Specialty Plastics: Sales fell 8.9% year over year to $5,025 million, missing estimates [4] - Industrial Intermediates & Infrastructure: Sales decreased by 5.6% year over year to $2,786 million, also below estimates [5] - Performance Materials & Coatings: Revenues fell 5% year over year to $2,129 million, missing estimates [6] Market Outlook - The company highlighted the emergence of new market entrants exporting at anti-competitive prices, indicating signs of oversupply [8] - Dow's near-term growth projects and long-term strategic investments are expected to enhance its presence in high-value applications [9][10] - The company remains committed to reducing its cost base and optimizing its global asset network to reinforce its competitive edge [10] Stock Performance - Dow's shares have declined by 43% over the past year, compared to a 15.9% decline in the industry [13]

Core Viewpoint - Ford is expected to report second-quarter 2025 earnings on July 30, with an EPS estimate of 34 cents and automotive revenues of $41.25 billion, reflecting a decline from the previous year [1][2]. Earnings Estimates - The EPS estimate has increased by 3 cents over the past week, but indicates a 27.6% decline compared to Q2 2024. Revenue estimates suggest an 8% decrease from the same quarter last year [2][3]. - For 2025, the consensus estimate for Ford's automotive revenues is $161.6 billion, representing a 6% year-over-year decline, while the full-year EPS is projected at $1.14, indicating a 38% contraction [3]. Sales Performance - Ford sold 612,095 vehicles in Q2 2025, a 14.2% increase year-over-year, driven by strong demand for trucks and hybrids. F-Series truck sales rose by 11.5% to 222,459 units, and the Maverick model achieved record sales of 48,041 units, up 26.3% [6]. - Sales of electrified vehicles increased by 6.6% to 82,886 units, although fully electric car sales dropped by 31%, while hybrid sales surged by 23.5% [7]. Financial Challenges - Ford is facing a $570 million recall charge in Q2, alongside pressures from EV losses and tariffs that may impact margins [6][8]. - The revenue estimates for key segments include $23.27 billion for Ford Blue (down 12.7% year-over-year), $1.38 billion for Ford Model e (up from $1.14 billion in Q2 2024), and $16.4 billion for Ford Pro (down 3.5% year-over-year) [9][10][11]. Market Position and Valuation - Year-to-date, Ford's shares have increased by 15%, outperforming both Tesla and General Motors, which have seen declines of 17.7% and 0.3%, respectively [12]. - Ford is trading at a forward price/sales ratio of 0.28, significantly lower than the industry average of 2.77, indicating a relatively cheap valuation [15]. Strategic Outlook - Ford's hybrid strategy is gaining traction as full EV adoption slows, with rising hybrid sales providing better fuel efficiency without the range anxiety associated with EVs [18]. - The Ford Pro division, focusing on commercial vehicles and services, is experiencing strong demand, particularly for Super Duty trucks, and is expected to be a key driver of future earnings growth [19]. - Financially, Ford ended Q1 2025 with $27 billion in cash and $45 billion in total liquidity, alongside an attractive dividend yield of around 5% [20].

Company Overview - Edison International (EIX) is expected to report a year-over-year decline in earnings, with a projected EPS of $1.03, reflecting a decrease of 15.6% compared to the previous year [3][12] - Revenues for the quarter are anticipated to be $4.27 billion, down 1.6% from the same quarter last year [3] Earnings Estimates and Revisions - The consensus EPS estimate has been revised down by 19.33% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][12] - Edison International currently has an Earnings ESP of -5.70%, suggesting that the Most Accurate Estimate is lower than the Zacks Consensus Estimate [12] Earnings Surprise History - In the last reported quarter, Edison International exceeded the expected EPS of $1.21 by delivering $1.37, resulting in a surprise of +13.22% [13] - Over the past four quarters, the company has beaten consensus EPS estimates three times [14] Comparison with Industry Peers - American Electric Power (AEP), a competitor in the electric power industry, is expected to report an EPS of $1.16, which represents a year-over-year decline of 7.2% [18] - AEP's revenues are projected to be $4.76 billion, up 3.9% from the previous year, and it has an Earnings ESP of +10.63%, indicating a higher likelihood of beating the consensus EPS estimate [19][20]

Core Viewpoint - Enovix Corporation (ENVX) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended June 2025, with the actual results being crucial for its near-term stock price movement [1][2]. Financial Expectations - The consensus estimate predicts a quarterly loss of $0.17 per share, reflecting a year-over-year change of -21.4%. Revenues are expected to reach $6.24 million, which is a 65.5% increase from the same quarter last year [3]. - The Most Accurate Estimate for Enovix Corporation is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +10.45%, indicating a bullish outlook from analysts [12]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, suggesting stability in analysts' assessments [4]. - Timken (TKR), another player in the Zacks Electronics - Miscellaneous Products industry, is expected to post earnings of $1.34 per share, indicating a year-over-year decline of -17.8%, with revenues projected at $1.15 billion, down 2.4% from the previous year [18][19]. Earnings Surprise History - Enovix Corporation has a history of beating consensus EPS estimates, having surpassed expectations in the last four quarters [14]. - In the last reported quarter, the company was expected to post a loss of $0.18 per share but actually reported a loss of -$0.15, resulting in a positive surprise of +16.67% [13]. Market Sentiment - The upcoming earnings report on July 31 will be pivotal, as management's discussion of business conditions will influence future earnings expectations and stock price sustainability [2]. - Despite the potential for an earnings beat, other factors may also affect stock performance, indicating that an earnings surprise alone may not dictate stock movement [15][17].

Core Viewpoint - Enterprise Products Partners (EPD) is expected to report quarterly earnings of $0.65 per share, a 1.6% increase year-over-year, with revenues projected at $14.21 billion, reflecting a 5.4% year-over-year growth [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 1.4% over the past 30 days, indicating a collective reassessment by 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 estimate 'NGL Pipelines & Services net - NGL fractionation volumes per day' at 1,643.35 thousand barrels, up from 1,629.00 thousand barrels year-over-year [5]. - The estimate for 'NGL Pipelines & Services net - Fee-based natural gas processing per day' is projected at 7,193.40 thousand barrels, compared to 6,514.00 thousand barrels last year [6]. - 'NGL Pipelines & Services net - NGL pipeline transportation volumes per day' is expected to reach 4,655.69 thousand barrels, an increase from 4,264.00 thousand barrels year-over-year [6]. - 'Natural Gas Pipelines & Services net - Natural gas transportation volumes per day' are estimated at 20,257 billion British thermal units, up from 18,344 billion British thermal units last year [7]. - The consensus for 'Petrochemical Services net - Butane isomerization volumes per day' is 117.36 thousand barrels, slightly down from 119.00 thousand barrels year-over-year [8]. - 'Petrochemical Services net - Propylene fractionation volumes per day' is projected at 111.91 thousand barrels, an increase from 96.00 thousand barrels last year [8]. - 'Petrochemical Services net - Octane enhancement and related plant sales volumes per day' is expected to be 39.09 thousand barrels, compared to 39.00 thousand barrels year-over-year [9]. - 'NGL Pipelines & Services net - Equity NGL production per day' is estimated at 228.53 thousand barrels, up from 217.00 thousand barrels last year [10]. - 'Gross operating margin- NGL Pipelines & Services' is forecasted to reach $1.42 billion, compared to $1.33 billion in the same quarter last year [10]. - 'Gross operating margin- Crude Oil Pipelines & Services' is expected at $384.81 million, down from $417.00 million year-over-year [11]. - 'Gross operating margin- Natural Gas Pipelines & Services' is projected at $335.23 million, an increase from $293.00 million last year [11]. - 'Gross operating margin- Petrochemical & Refined Products Services' is estimated at $371.52 million, compared to $392.00 million last year [12]. Stock Performance - Shares of Enterprise Products have increased by 2.4% over the past month, while the Zacks S&P 500 composite has moved up by 5.7% [12].

Core Insights - Wall Street analysts forecast Spotify (SPOT) will report quarterly earnings of $2.19 per share, reflecting a year-over-year increase of 53.2% [1] - Anticipated revenues for Spotify are projected to be $4.93 billion, showing a 20.3% increase compared to the same quarter last year [1] Earnings Estimates - The current EPS estimate represents a downward revision of 1.4% over the past 30 days, indicating a collective reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions and have a strong correlation with short-term stock performance [3] Key Metrics - Analysts estimate that Total Monthly Active Users (MAUs) will reach 689.11 million, up from 626.00 million in the same quarter last year [5] - Ad-Supported MAUs are projected to be 428.88 million, compared to 393.00 million a year ago [5] - Premium Subscribers are expected to total 273.36 million, an increase from 246.00 million in the previous year [6] Stock Performance - Spotify shares have decreased by 8.4% in the past month, contrasting with the Zacks S&P 500 composite's increase of 5.7% [6] - With a Zacks Rank 3 (Hold), Spotify is expected to closely follow overall market performance in the near term [6]

Core Insights - Valmont Industries, Inc. (VMI) reported a second-quarter 2025 profit of $97.2 million or $4.88 per share, slightly down from $99.7 million or $4.91 in the same quarter last year, but exceeding the Zacks Consensus Estimate of $4.72 [1] - The company's revenues reached $1,050.5 million, marking a 1% year-over-year increase and surpassing the Zacks Consensus Estimate of $1,038.8 million [1] Segment Review - Infrastructure segment revenues totaled $763.1 million, showing a marginal increase year-over-year but falling short of the estimate of $767.1 million; utility sales increased due to higher volumes and favorable pricing, while telecommunications sales rose due to strategic positioning in carrier capex spending plans; however, solar sales declined significantly due to lower volumes [2] - Agriculture segment revenues amounted to $287.5 million, up 2.9% year-over-year, exceeding the estimate of $269.8 million; international sales, particularly in the EMEA region and Brazil, showed strong growth, while North American irrigation equipment sales fell due to fewer storm-related replacements and a weak agriculture market [3] Financials - Operating cash flows for the 26 weeks ended June 28, 2025, totaled $232.7 million; cash and cash equivalents at the end of the second quarter were $208.5 million; the company returned $113.6 million to shareholders through share repurchases and dividends during the second quarter and invested $32 million in capital expenditures for growth initiatives [4] 2025 Outlook - Valmont expects net sales to be between $4 billion and $4.2 billion; adjusted earnings per share are now projected to be between $17.50 and $19.50, an increase from the previous guidance of $17.20 to $18.80; capital expenditures are anticipated in the range of $140-$160 million, with an effective tax rate expected around 26% [5] Stock Performance - VMI's shares have increased by 31.6% over the past year, outperforming the industry's rise of 25.7% [6]

The market expects American Electric Power (AEP) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are ...

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Cross Country Healthcare (CCRN) due to lower revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected to show quarterly earnings of $0.07 per share, reflecting a 30% decrease year-over-year, and revenues of $293.95 million, down 13.5% from the previous year [3]. - The consensus EPS estimate has been revised down by 2.27% over the last 30 days, indicating a bearish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Cross Country is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -44.44%, suggesting a challenging outlook for beating earnings expectations [12]. - The stock currently holds a Zacks Rank of 4, further complicating the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Cross Country was expected to post earnings of $0.04 per share but exceeded expectations with earnings of $0.06, resulting in a surprise of +50.00% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Conclusion - Cross Country does not appear to be a strong candidate for an earnings beat, and investors should consider additional factors when evaluating the stock ahead of the earnings release [17].