Core Insights - Smucker (SJM) reported revenue of $2.14 billion for the quarter ended April 2025, reflecting a decrease of 2.8% year-over-year and a surprise of -2.18% compared to the Zacks Consensus Estimate of $2.19 billion [1] - The company's EPS was $2.31, down from $2.66 in the same quarter last year, with an EPS surprise of +2.67% against the consensus estimate of $2.25 [1] Financial Performance Metrics - U.S. Retail Frozen Handheld and Spreads net sales were $449.80 million, slightly below the estimated $462.28 million, marking a year-over-year decline of -0.2% [4] - U.S. Retail Coffee net sales reached $738.60 million, exceeding the average estimate of $715.26 million, with a year-over-year increase of +10.9% [4] - U.S. Retail Pet Foods net sales were $395.50 million, below the estimated $433.66 million, representing a year-over-year decline of -12.6% [4] - International and Away From Home net sales were $308.90 million, slightly below the estimate of $310.83 million, with a year-over-year increase of +3.1% [4] - Sweet Baked Snacks net sales were $251 million, below the estimated $270.36 million, reflecting a significant year-over-year decline of -25.5% [4] Segment Profit Analysis - Segment profit for Sweet Baked Snacks was $20 million, significantly lower than the average estimate of $53.95 million [4] - Segment profit for U.S. Retail Coffee was $211.20 million, exceeding the average estimate of $182.87 million [4] - Corporate administrative expenses were reported at -$75.10 million, better than the average estimate of -$93.98 million [4] - Segment profit for U.S. Retail Frozen Handheld and Spreads was $91 million, slightly below the average estimate of $93.28 million [4] - Segment profit for International and Away From Home was $69.20 million, surpassing the average estimate of $62.50 million [4] - Segment profit for U.S. Retail Pet Foods was $106.10 million, below the average estimate of $115.33 million [4] Stock Performance - Smucker's shares have returned -0.6% over the past month, while the Zacks S&P 500 composite has increased by +6.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

FISCAL 2025 FOURTH QUARTER RESULTS SUPPLEMENTARY INFORMATION June 10, 2025 EXECUTIVE SUMMARY Net sales decreased 3%. Comparable net sales (A) decreased 1%. Net loss per diluted share was $6.85. Adjusted earnings per share was $2.31, a decrease of 13%. Free cash flow was $298.9 million, compared to $297.5 million in the prior year. Provided full-year fiscal 2026 financial outlook. (A) Excludes the noncomparable impact to net sales of divestitures and foreign currency exchange. FY25 Q4 RESULTS SUPPLEMENT 2 (D ...

Group 1 - The next earnings date for Adobe is projected to be June 12, with earnings estimates of $4.97 per share and revenue of $5.80 billion [1] - Adobe has demonstrated impressive long-term earnings per share growth and revenue growth [4] - Earnings reports can lead to significant volatility in Adobe's stock, which may attract options traders, especially with options expiring on June 13 [5]

Core Viewpoint - BorgWarner shares have increased by approximately 3.3% over the past month, underperforming the S&P 500, raising questions about the sustainability of this trend leading up to the next earnings release [1] Earnings Estimates - Fresh estimates for BorgWarner have trended downward over the past month, indicating a negative outlook [2][4] VGM Scores - BorgWarner has a Growth Score of B and a Momentum Score of C, but it received an A for Value, placing it in the top quintile for this investment strategy. The overall aggregate VGM Score is A, which is significant for investors not focused on a single strategy [3] Industry Performance - BorgWarner is part of the Zacks Automotive - Original Equipment industry. Competitor Magna has seen a 4.7% increase in shares over the past month, despite reporting revenues of $10.07 billion for the last quarter, which reflects an 8.2% year-over-year decline [5] - Magna's expected earnings for the current quarter are $1.14 per share, representing a 15.6% decrease from the previous year, with a Zacks Consensus Estimate change of -0.6% over the last 30 days. Magna also holds a Zacks Rank 3 (Hold) and has a VGM Score of A [6]

A month has gone by since the last earnings report for Joby Aviation, Inc. (JOBY) . Shares have added about 13.7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Joby Aviation, Inc. due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since ...

Core Insights - Vail Resorts, Inc. reported third-quarter fiscal 2025 results with earnings exceeding estimates but revenues falling short, leading to a 1.3% decline in shares post-results [1][3][10] Financial Performance - Earnings per share (EPS) for the quarter was $10.54, surpassing the Zacks Consensus Estimate of $10, and up from $9.54 in the prior year [3][10] - Quarterly net revenues reached $1,295.6 million, missing the consensus estimate of $1,303 million, but reflecting a 1% year-over-year increase [3][10] Segment Analysis - **Mountain Segment**: Generated net revenues of $1.2 billion, a 1.4% increase year-over-year, with dining revenues up 1.4% to $111 million, while retail/rental revenues decreased by 7.8% to $113.7 million [5][6] - **Lodging Segment**: Reported total net revenues of $82.9 million, down 4.8% year-over-year, with EBITDA declining to $12.3 million from $15.8 million in the previous year [6][7] Operating Results - Consolidated EBITDA for the quarter was $654.1 million, slightly up from $653.3 million year-over-year, with operating expenses totaling $650 million compared to $631.1 million in the prior year [8] Balance Sheet - Cash and cash equivalents as of April 30, 2025, were $467 million, down from $705.4 million a year ago [9] - Net long-term debt stood at $2.1 billion, reduced from $2.7 billion as of April 30, 2024 [11] Future Guidance - For fiscal 2025, net income is now estimated between $285 million and $313 million, with total reported EBITDA expected to be between $848 million and $870 million [14]

Core Viewpoint - DocuSign reported better-than-expected earnings for its first fiscal quarter, but shares fell 17% in after-hours trading due to lower billings, indicating a potential overreaction from the market [1]. Financial Performance - DocuSign managed to beat both top and bottom-line estimates for the first fiscal quarter [1]. - Despite the positive earnings report, the company's shares experienced a significant decline in after-hours trading [1]. Market Reaction - The 17% drop in shares is attributed primarily to lower billings, suggesting that investors may be overly concerned about this aspect of the company's performance [1].

Group 1 - FuelCell Energy, Inc. is set to release its second-quarter earnings results on June 6, with analysts expecting a quarterly loss of $1.38 per share, an improvement from a loss of $2.1 per share in the same period last year [1] - The company is projected to report quarterly revenue of $32.42 million, up from $22.42 million a year earlier [1] - On April 30, FuelCell Energy appointed Mike Hill as the new Chief Commercial Officer, succeeding Mark Feasel [2] Group 2 - FuelCell Energy shares experienced a decline of 7.8%, closing at $5.20 [2] - Jefferies analyst Laurence Alexander maintained a Hold rating and reduced the price target from $15 to $8.4 [5] - UBS analyst Manav Gupta maintained a Neutral rating and lowered the price target from $15 to $13.75 [5] - Wells Fargo analyst Praneeth Satish maintained an Underweight rating and cut the price target from $30 to $5 [5]

Lululemon (LULU) reported $2.37 billion in revenue for the quarter ended April 2025, representing a year-over-year increase of 7.3%. EPS of $2.60 for the same period compares to $2.54 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.36 billion, representing a surprise of +0.59%. The company delivered an EPS surprise of +0.39%, with the consensus EPS estimate being $2.59.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how t ...

MongoDB (MDB) reported $549.01 million in revenue for the quarter ended April 2025, representing a year-over-year increase of 21.9%. EPS of $1.00 for the same period compares to $0.51 a year ago.The reported revenue represents a surprise of +4.23% over the Zacks Consensus Estimate of $526.72 million. With the consensus EPS estimate being $0.65, the EPS surprise was +53.85%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...