Core Viewpoint - Ford Motor Company is expected to report break-even quarterly earnings per share, indicating a 100% decline year-over-year, with revenues projected at $35.48 billion, reflecting an 11.1% decrease from the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised down by 8.7% over the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts project 'Revenues- Company excluding Ford Credit' to be $34.72 billion, a decrease of 13% from the year-ago quarter [5]. - 'Revenues- Ford Credit' is expected to reach $3.05 billion, showing a 5.2% increase year-over-year [5]. - 'Revenues- External Revenues- Ford Blue' is estimated at $18.21 billion, reflecting a 16.5% decline from the previous year [5]. - 'Revenues- Ford Pro' is forecasted at $16.41 billion, indicating an 8.8% decrease year-over-year [6]. - 'Revenues- External Revenues- Ford Model e' is projected at $809.82 million, representing a significant increase of 604.2% from the year-ago quarter [6]. Wholesale Units - 'Wholesale Units - Ford Blue' is expected to be 560.82 thousand, down from 626 thousand in the same quarter last year [6]. - 'Wholesale Units - Ford Pro' is projected at 354.08 thousand, compared to 409 thousand reported in the previous year [7]. - 'Wholesale Units - Ford Model e' is anticipated to reach 29.38 thousand, up from 10 thousand in the year-ago quarter [7]. Adjusted EBIT - 'Adjusted EBIT- Ford Credit' is estimated at $338.24 million, slightly up from $326 million in the previous year [8]. - 'Adjusted EBIT- Ford Blue' is projected at $239.79 million, a significant decrease from $905 million reported in the same quarter last year [8]. - 'Adjusted EBIT- Ford Pro' is expected to be $1.64 billion, down from $3.01 billion in the same quarter of the previous year [9]. Stock Performance - Over the past month, Ford Motor shares have recorded a return of +2.1%, while the Zacks S&P 500 composite has seen a -0.2% change [9].

Core Insights - ArcBest reported revenue of $967.08 million for the quarter ended March 2025, a decrease of 6.7% year-over-year, and EPS of $0.51, down from $1.34 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $981.56 million by 1.48%, and the EPS was also below the consensus estimate of $0.52 by 1.92% [1] Financial Performance Metrics - ArcBest's shares have declined by 16.3% over the past month, contrasting with the Zacks S&P 500 composite's decline of 0.8%, indicating potential underperformance in the near term with a Zacks Rank 4 (Sell) [3] - The Asset-Light Operating Ratio was reported at 101.2%, slightly better than the average estimate of 101.6% from three analysts [4] - The Asset-Based Operating Ratio was 95.9%, aligning closely with the average estimate of 95.7% from three analysts [4] - Asset-Based revenues were reported at $646.29 million, a decrease of 3.8% year-over-year, compared to the average estimate of $647.61 million from four analysts [4] - Asset-Light revenues were reported at $356.01 million, down 10.2% year-over-year, against the average estimate of $366.20 million from four analysts [4] - The reported revenue from Other and eliminations was -$35.23 million, worse than the average estimate of -$31.14 million from three analysts, but showed a year-over-year improvement of 12.2% [4]

Core Insights - CNO Financial reported a revenue of $1.01 billion for Q1 2025, reflecting a year-over-year decline of 12.6% while EPS increased to $0.79 from $0.52 a year ago, exceeding the Zacks Consensus Estimate of $961.36 million by 5.15% [1] Group 1: Financial Performance - The reported insurance policy income was $650.70 million, slightly below the average estimate of $651.36 million, marking a year-over-year increase of 3.6% [4] - The Insurance Product Margin for Annuity was reported at $54.50 million, lower than the estimated $60.39 million [4] - The Insurance Product Margin for Life was $68.20 million, surpassing the average estimate of $52.37 million [4] - The Insurance Product Margin for Health was $126.20 million, slightly below the average estimate of $127.96 million [4] Group 2: Stock Performance - CNO shares have returned -4.6% over the past month, compared to a -4.3% change in the Zacks S&P 500 composite [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 - Park National reported revenue of $130.12 million for the quarter ended March 2025, reflecting a year-over-year increase of 6.8% [1] - The earnings per share (EPS) for the quarter was $2.57, up from $2.15 in the same quarter last year, resulting in an EPS surprise of +16.82% against the consensus estimate of $2.20 [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $130.69 million, with a surprise of -0.43% [1] Key Metrics - Net Interest Margin was reported at 4.6%, exceeding the average estimate of 4.5% from two analysts [4] - The Efficiency Ratio stood at 59.8%, better than the estimated 63.4% by two analysts [4] - Total Non-Interest Income was $25.75 million, below the average estimate of $28.54 million from two analysts [4] - Net Interest Income was $104.38 million, surpassing the average estimate of $102.14 million from two analysts [4] Stock Performance - Park National's shares have returned -3.1% over the past month, compared to a -4.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]

Core Insights - Lam Research (LRCX) reported strong third-quarter fiscal 2025 results, with both revenue and earnings exceeding expectations [1][2] - The company provided an optimistic outlook for the fourth quarter of fiscal 2025, despite recent stock price declines due to broader tech market concerns [3] Financial Performance - LRCX's non-GAAP earnings for Q3 fiscal 2025 were $1.04 per share, beating the Zacks Consensus Estimate by 4%, and reflecting a 33.3% year-over-year increase [2] - Revenues for the same quarter reached $4.72 billion, surpassing the consensus estimate by 1.64% and marking a 24.5% increase from $3.79 billion in the previous year [2] Segment Performance - Systems revenues accounted for $3.04 billion, representing 64.3% of total revenues, which is a 15.6% increase from the previous quarter and a 26.6% increase year-over-year, although it fell short of the Zacks Consensus Estimate of $2.69 billion [4] - Customer Support Business Group revenues were $1.68 billion, making up 35.7% of total revenues, which is a 3.7% decrease from the previous quarter but a 20.5% increase year-over-year [4] Geographic Revenue Breakdown - In Q3, revenue contributions came from China (31%), Korea (24%), and Taiwan (24%), with Japan (10%), the United States (4%), Southeast Asia (4%), and Europe (3%) making up the remainder [5] Operating Metrics - Non-GAAP gross margin improved to 49.0%, up 150 basis points from the previous quarter, while non-GAAP operating margin rose to 32.8%, an increase of 210 basis points [6] - Non-GAAP operating expenses increased to $763 million, a 3.8% rise from $735 million in the prior quarter [6] Balance Sheet and Cash Flow - As of March 30, 2025, Lam Research held $5.46 billion in cash and cash equivalents, down from $5.67 billion [7] - Cash flow from operating activities significantly increased to $1.31 billion, up from $742 million in the previous quarter [7] - The company paid dividends totaling $295.7 million and repurchased shares worth $347 million during the quarter [7] Future Guidance - For Q4 fiscal 2025, Lam Research projects revenues of $5 billion (+/- $300 million), indicating a year-over-year growth of 17.23% compared to the Zacks Consensus Estimate of $4.54 billion [8] - The company expects a non-GAAP gross margin of 49.5% (+/-1%) and a non-GAAP operating margin of 33.5% (+/-1%) [9] - Projected non-GAAP earnings per share for Q4 are $1.20 (+/- $0.10), with a diluted share count of 1.28 billion, compared to the Zacks Consensus Estimate of 96 cents, reflecting an 18.5% year-over-year growth [9]

Core Insights - Eagle Bancorp reported revenue of $73.86 million for the quarter ended March 2025, reflecting a year-over-year decline of 5.7% [1] - The earnings per share (EPS) for the same period was $0.06, compared to -$0.01 a year ago, indicating a positive turnaround [1] - The reported revenue was a surprise of -2.81% compared to the Zacks Consensus Estimate of $75.99 million [1] - The EPS surprise was -86.96% against the consensus estimate of $0.46 [1] Key Metrics - Net Interest Margin was reported at 2.3%, slightly below the average estimate of 2.4% from two analysts [4] - The Efficiency Ratio stood at 61.5%, higher than the average estimate of 58.8% from two analysts [4] - Total noninterest income was $8.21 million, exceeding the average estimate of $4.31 million from two analysts [4] - Net Interest Income was reported at $65.65 million, below the average estimate of $71.69 million from two analysts [4] Stock Performance - Eagle Bancorp's shares have returned -3.7% over the past month, compared to a -6.6% change in the Zacks S&P 500 composite [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 - Analysts forecast CNX Resources Corporation will report quarterly earnings of $0.65 per share, reflecting a year-over-year increase of 44.4% [1] - Expected revenues are projected to be $495.75 million, showing a 30.1% increase compared to the same quarter last year [1] Earnings Estimates - There has been a downward revision of 3% in the consensus EPS estimate over the past 30 days, indicating a reappraisal by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock performance [3] Key Metrics Forecast - The consensus estimate for 'NGLs - Gross Price' is $22.99, down from $23.94 in the previous year [4] - 'Oil/Condensate - Gross Price' is expected to be $54.41, compared to $64.08 in the same quarter last year [5] - 'Average Daily Production' is forecasted to reach 1,658.29 Mcfe/D, up from 1,542.4 Mcfe/D in the same quarter last year [5] - 'Total Production Volumes' are expected to be 149.25 Bcfe, compared to 140.4 Bcfe in the same quarter last year [6] - 'Natural Gas - Sales Volume' is projected to be 137.11 MMcf, up from 128.94 MMcf in the same quarter last year [6] - 'Oil/Condensate - Sales Volume' is expected to be 47.62 MBBL, compared to 29 MBBL in the same quarter last year [7] - 'NGL - Sales Volume' is forecasted to reach 2,133.99 MBBL, up from 1,873 MBBL in the same quarter last year [7] Stock Performance - CNX Resources shares have returned -6% over the past month, compared to the Zacks S&P 500 composite's -8.9% change [8] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to mirror overall market performance in the near future [8]

Core Insights - Old National Bancorp (ONB) is expected to report quarterly earnings of $0.42 per share, reflecting a decline of 6.7% year over year, while revenues are forecasted to increase by 8.7% to $478.3 million [1] - Analysts have revised the consensus EPS estimate upward by 4.4% over the past 30 days, indicating a collective reassessment of projections [2] - The relationship between earnings estimate revisions and short-term stock price performance is well-documented, highlighting the importance of these revisions for investor behavior [3] Financial Metrics - The consensus 'Efficiency Ratio' is projected to be 54.9%, down from 58.3% in the same quarter last year [5] - 'Net interest margin (FTE)' is expected to remain stable at 3.3%, consistent with the year-ago figure [5] - Analysts predict 'Average Balance - Total earning assets' to be $48.47 billion, an increase from $44.18 billion reported in the same quarter last year [5] Income Projections - 'Total noninterest income' is expected to reach $88.16 million, up from $77.52 million in the same quarter last year [6] - 'Net Interest Income (FTE)' is forecasted at $390.14 million, compared to $362.71 million in the same quarter last year [6] - 'Service charges on deposit accounts' are projected to be $20.09 million, an increase from $17.90 million in the same quarter last year [7] - 'Wealth and investment services fees' are expected to reach $30.16 million, up from $28.30 million in the same quarter last year [7] - 'Mortgage banking revenue' is anticipated to be $6.66 million, compared to $4.48 million in the same quarter last year [8] Stock Performance - Over the past month, shares of Old National Bancorp have declined by 7.6%, while the Zacks S&P 500 composite has decreased by 5.6% [9] - ONB currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near future [9]

Company Performance - TJX Companies Inc reported better-than-expected fourth-quarter FY25 earnings, with sales remaining flat year-on-year at $16.4 billion, surpassing analyst consensus of $16.20 billion [2] - Overall comparable store sales increased by 5%, driven by a rise in customer transactions, and adjusted EPS was $1.23, beating the consensus estimate of $1.16 [2] Stock Movements - Enveric Biosciences, Inc. shares surged 116% to $2.54 following the announcement of promising results for its non-hallucinogenic psychedelic compounds [8] - Mullen Automotive, Inc. shares rose 59% to $3.72 after its vehicles were added to a government purchasing contract [8] - Porch Group, Inc. shares increased by 80% to $6.80 after reporting fourth-quarter financial results [8] - Flywire Corporation shares dropped 40% to $10.67 due to worse-than-expected fourth-quarter results [8] - AppLovin Corporation shares fell 17% to $311.57 amid new short reports targeting the stock [8] - Geron Corporation shares decreased by 31% to $1.6250 following its quarterly results [8] Economic Indicators - U.S. mortgage applications declined by 1.2% for the week ending Feb. 21 [9] - U.S. crude oil inventories fell by 2.332 million barrels, contrary to market expectations of a 2.54 million barrel increase [9] - Sales of new single-family homes in the U.S. decreased by 10.5% to an annualized rate of 657,000 in January [9] - Building permits also declined by 0.6% to an annualized rate of 1.473 million in January [9]