Three defense titans, three different flight paths — but only one may come out on top when Lockheed Martin (LMT), RTX Corp RTX, and Northrop Grumman Corp NOC report earnings Tuesday before the bell. With investors closely tracking valuation, momentum, and technicals, this aerospace earnings face-off is about to get turbulent.RTX: Flying High, Valued HigherRTX has been the surprise high-flyer. With a 47% gain over the past year and a 32% YTD rally, it's the clear momentum leader. Technically, it's flashing b ...

Core Insights - Verizon's stock experienced a significant increase of 5% following the release of its strong second-quarter earnings report, outperforming market indices like the S&P 500 and Nasdaq Composite [1][2]. Financial Performance - Verizon reported non-GAAP adjusted earnings per share of $1.22 on sales of $34.5 billion for Q2, exceeding Wall Street's expectations of $1.19 per share and $33.79 billion in sales [4]. - Revenue increased by 5% year over year, with wireless service revenue reaching $20.9 billion, marking the highest result in the industry for the period [4]. - Equipment revenue saw a substantial increase of approximately 25% year over year, totaling $6.3 billion, while broadband connections rose by about 12% year over year to 12.9 million [5]. Future Outlook - In light of the strong Q2 results, Verizon raised its full-year guidance, now expecting adjusted earnings per share growth between 1% and 3% annually, an increase from the previous forecast of 0% to 3% [6]. - Despite the positive earnings report, Verizon's stock is down approximately 15.5% year-to-date, trading at about 9.2 times this year's expected earnings, with a dividend yield of around 6.3% [7].

Core Insights - Kinder Morgan reported revenue of $4.04 billion for the quarter ended June 2025, reflecting a 13.2% increase year-over-year and surpassing the Zacks Consensus Estimate of $3.88 billion by 4.11% [1] - The company's EPS for the quarter was $0.28, consistent with the consensus estimate, compared to $0.25 in the same quarter last year [1] Financial Performance Metrics - Realized weighted average oil price was $67.60, exceeding the average estimate of $66.45 [4] - Bulk transload tonnage at terminals was 12.80 million metric tons, slightly above the estimated 12.76 million metric tons [4] - Liquids leasable capacity at terminals was 78.70 million barrels, marginally higher than the estimated 78.68 million barrels [4] - Realized weighted average NGL price was $32.08, surpassing the average estimate of $30.26 [4] - Segment EBDA for Products Pipelines was $289 million, slightly below the average estimate of $292.43 million [4] - Segment EBDA for Terminals was $300 million, significantly above the estimated $276.23 million [4] - Segment EBDA for Natural Gas Pipelines was $1.44 billion, exceeding the average estimate of $1.32 billion [4] - Segment EBDA for CO2 was $150 million, below the average estimate of $178.58 million [4] Stock Performance - Kinder Morgan's shares returned -0.3% over the past month, while the Zacks S&P 500 composite increased by 5.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Viewpoint - Bank OZK reported better-than-expected quarterly results, with earnings per share of $1.58, surpassing estimates and reflecting a 3.9% year-over-year increase [1][9] Financial Performance - Net income available to common shareholders was $178.9 million, up 3.1% from the prior year, exceeding the estimate of $162.9 million [2] - Net revenues reached $428 million, a 2.7% increase year-over-year, beating the Zacks Consensus Estimate of $417.7 million [3] - Net interest income (NII) was $396.7 million, up 2.3% year-over-year, surpassing the estimate of $379.1 million [3] - Non-interest income increased to $31.3 million, an 8.7% rise year-over-year, although slightly below the estimate of $32.2 million [4] - Non-interest expenses rose to $153.2 million, an 11.4% increase from the prior year, exceeding the expected $150.2 million [4] Efficiency and Credit Quality - The efficiency ratio increased to 35.53%, up from 32.67% in the prior year, indicating a decline in profitability [5] - Total loans amounted to $33 billion, a 6.1% sequential increase, while total deposits reached $33.5 billion, up 5% [5] - Net charge-offs to average total loans were 0.10%, down 7 basis points year-over-year, and provision for credit losses decreased by 28.2% to $35.2 million [6] Profitability Ratios - Return on average assets was 1.81%, down from 1.92% in the previous year, and return on average common equity fell to 12.98% from 13.98% [7] Share Repurchase Program - Bank OZK repurchased 1.12 million shares for $43.2 million during the quarter and announced a new repurchase program worth $200 million effective July 1, 2025 [10] Industry Context - Other banks, such as Commerce Bancshares Inc. and Hancock Whitney Corp., also reported positive earnings, benefiting from increases in NII and non-interest income, although they faced challenges from higher provisions and expenses [12][13]

Core Insights - 3M reported revenue of $6.16 billion for the quarter ended June 2025, a year-over-year decline of 1.6%, with an EPS of $2.16 compared to $1.93 a year ago, exceeding the Zacks Consensus Estimate of $6.12 billion by 0.67% and delivering an EPS surprise of 7.46% [1] Group 1: Financial Performance - Revenue for Safety and Industrial segment was $2.86 billion, surpassing the two-analyst average estimate of $2.78 billion, reflecting a year-over-year increase of 3.6% [4] - Corporate and Unallocated segment net sales reached $87 million, slightly above the $85 million average estimate, marking a year-over-year change of 1.2% [4] - Consumer segment net sales were reported at $1.27 billion, matching the average estimate and showing a 0.6% increase compared to the previous year [4] Group 2: Operating Income - Non-GAAP operating income for the Consumer segment was $268 million, exceeding the average estimate of $264.25 million [4] - Non-GAAP operating income for Transportation and Electronics was $479 million, above the estimated $465.99 million [4] - Non-GAAP operating income for Safety and Industrial was $738 million, slightly higher than the average estimate of $730.6 million [4] Group 3: Stock Performance - 3M shares returned 11.6% over the past month, outperforming the Zacks S&P 500 composite's 5.4% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

The Charles Schwab Corporation SCHW will release earnings results for the second quarter, before the opening bell on Friday, July 18.Analysts expect the Westlake, Texas-based company to report quarterly earnings at $1.07 per share, up from 73 cents per share in the year-ago period. Charles Schwab projects to report quarterly revenue at $5.64 billion, compared to $4.69 billion a year earlier, according to data from Benzinga Pro.On April 17, Charles Schwab reported better-than-expected first-quarter financial ...

Core Insights - Interactive Brokers Group, Inc. reported strong second-quarter results, with earnings per share of 51 cents, surpassing the analyst consensus estimate of 45 cents [1] - The company's quarterly revenue reached $1.48 billion, exceeding the Street estimate of $1.36 billion and showing an increase from $1.23 billion in the same period last year [1] Financial Performance - Commission revenue rose by 27% to $516 million, driven by higher customer trading volumes [4] - Customer trading volumes increased significantly, with stocks up 31%, options up 24%, and futures up 18% [4] - Net interest income grew by 9% to $860 million, attributed to higher average customer credit balances and increased securities lending activity [4] Customer Metrics - The number of customer accounts surged by 32% to 3.87 million [4] - Customer equity increased by 34% to $664.6 billion [4] - Total Daily Average Revenue Trades (DARTs) rose by 49% to 3.55 million [4] - Customer credits increased by 34% to $143.7 billion [4] - Customer margin loans grew by 18% to $65.1 billion [4] Stock Performance - Following the earnings release, Interactive Brokers' stock rose by 3.15% to $61.39 in extended trading [3]

Core Insights - Snap-on Inc. reported second-quarter 2025 results with earnings and revenues exceeding Zacks Consensus Estimates, although earnings declined 3.9% year-over-year and revenues remained flat compared to the prior year [1][3]. Financial Performance - Earnings per share were $4.72, surpassing the Zacks Consensus Estimate of $4.61, but down from $4.91 in the same quarter last year [3]. - Net sales reached $1.179 billion, flat year-over-year, and exceeded the Zacks Consensus Estimate of $1.154 billion, with an organic sales decline of 0.7% offset by favorable foreign currency translation [3]. - Gross profit was $595.5 million, a decrease of 0.3% year-over-year, with a gross margin of 50.5%, down 10 basis points from the previous year [4]. - Operating earnings before financial services totaled $259.1 million, down 7.6% year-over-year, with operating earnings as a percentage of sales contracting to 22% [5]. - Consolidated operating earnings, including financial services, were $327.3 million, down 6.6% year-over-year, with operating earnings as a percentage of sales contracting to 25.5% [6]. Segment Analysis - Sales in the Commercial & Industrial Group decreased 6.5% year-over-year to $347.8 million, primarily due to weaker performance in Asia Pacific and Europe [7]. - The Tools Group segment saw sales increase by 1.9% year-over-year to $491 million, driven by stronger demand in the U.S. [8]. - Sales in the Repair Systems & Information Group improved 3% year-over-year to $468.6 million, supported by increased activity with OEM dealerships [9]. - The Financial Services business reported a revenue increase of 1.2% year-over-year to $101.7 million [10]. Financial Position - As of the end of the second quarter 2025, Snap-on had cash and cash equivalents of $1.46 billion and shareholders' equity of $5.7 billion [11]. - The company anticipates capital expenditures of $100 million for the full year 2025 [11]. Future Outlook - Management expects resilience in markets and operations against uncertainties, aiming to advance core growth strategies and expand into new markets and industries [12]. - The effective tax rate is projected to be between 22-23% for 2025 [12].

Group 1 - Vimeo, Inc. will announce its second quarter 2025 earnings report on August 4, 2025, after market close [1] - A video conference will be livestreamed on the same day at 5:00 p.m. ET to address questions regarding the earnings report [1] - The earnings results and video conference will be accessible on Vimeo's Investor Relations website [1] Group 2 - Vimeo is recognized as the world's most innovative video experience platform, catering to a diverse community of users [2] - The platform supports millions of users, including creative storytellers and large global teams, with videos that garner billions of views monthly [2]

Core Insights - PepsiCo reported quarterly earnings and revenue that exceeded analysts' expectations despite weaker demand in North America [1][2] - The company's shares rose approximately 1% in premarket trading following the earnings report [1] Financial Performance - Net income attributable to the company for the second quarter was $1.26 billion, or 92 cents per share, a decrease from $3.08 billion, or $2.23 per share, a year earlier [1] - Excluding restructuring and impairment charges, the adjusted earnings per share were $2.12, surpassing the expected $2.03 [2][4] - Net sales increased by 1% to $22.73 billion, exceeding the expected $22.27 billion [2][4] - Organic revenue, which excludes acquisitions, divestitures, and foreign currency effects, grew by 2.1% during the quarter [2] Demand Trends - Worldwide volume for Pepsi's food products fell by 1.5%, while the volume for drinks remained flat [2] - The company is experiencing softer demand for its products, which is reflected in the volume metrics that exclude pricing and foreign exchange changes [2] Future Outlook - PepsiCo reiterated its full-year outlook, expecting core constant currency earnings per share to remain roughly unchanged from the previous year [3] - The company anticipates organic revenue growth in the low-single digit percentage range [3] - Last quarter, PepsiCo had cut its earnings forecast due to new tariffs, economic volatility, and a more cautious consumer [3]