Core Insights - Cencora (COR) is expected to report its third-quarter fiscal 2025 results on August 6, with a history of earnings surprises, averaging 6% over the last four quarters [1][2] Revenue and Earnings Estimates - The Zacks Consensus Estimate for Cencora's revenues is $80.33 billion, reflecting an 8.2% increase from the same quarter last year [2] - The consensus estimate for earnings is $3.78 per share, indicating a 13.2% improvement year-over-year [2] Segment Performance - The U.S. Healthcare Solutions segment is driving growth, with revenues of $68.3 billion in the second quarter, an 11% year-over-year increase, supported by strong demand for specialty medicines [3][4] - Specialty products are a key growth area, with operating income in the U.S. segment rising 23% in the fiscal second quarter, despite a 10% sequential decline in GLP-1 revenue due to seasonal factors [4][10] - The International Healthcare Solutions segment showed modest performance, generating $7.2 billion in revenue last quarter, with a 1% increase reported and a 17% decline in operating income [6][10] Strategic Developments - Cencora's acquisition of Retina Consultants of America (RCA) is expected to enhance the company's margin profile, with RCA's impact becoming more visible as integration progresses [7] - The company has raised its full-year operating income outlook for the U.S. Healthcare Solutions segment, anticipating continued benefits from strong first-half performance [3] Earnings Outlook - The model does not predict an earnings beat for Cencora this quarter, with an Earnings ESP of 0.00% [11]

Core Viewpoint - Alamo Group (ALG) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, continuing a strong trend of surpassing expectations in recent quarters [1][6]. Earnings Performance - Alamo Group has consistently exceeded earnings estimates, with an average surprise of 10.45% over the last two quarters [2]. - In the last reported quarter, the company achieved earnings of $2.65 per share, surpassing the Zacks Consensus Estimate of $2.33 per share by 13.73% [3]. - For the previous quarter, Alamo Group's earnings were $2.39 per share against an expected $2.23 per share, resulting in a surprise of 7.17% [3]. Earnings Estimates and Predictions - The company's earnings estimates have been trending higher, supported by its history of earnings surprises [6]. - Alamo Group currently has a positive Earnings ESP of +2.05%, indicating increased analyst optimism regarding its near-term earnings potential [9]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a strong likelihood of another earnings beat in the upcoming report [9]. Earnings ESP Insights - Stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [7]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions prior to earnings releases [8].

Core Viewpoint - Archer Daniels Midland Company (ADM) is expected to report declines in both earnings and revenues for the second quarter of 2025, with earnings estimated at 88 cents per share, reflecting a 14.6% decrease year-over-year, and revenues projected at $21.1 billion, indicating a 5.1% dip from the previous year [1][2][11] Financial Performance - The Zacks Consensus Estimate for ADM's earnings is 88 cents per share, down 14.6% from the same quarter last year, with a 7.4% decrease in the consensus mark over the past 30 days [2] - Revenue expectations are set at $21.1 billion, which represents a 5.1% decline compared to the year-ago quarter [2] - In the last reported quarter, ADM had an earnings surprise of 1.5% but missed the Zacks Consensus Estimate by an average of 5.4% over the last four quarters [3] Segment Performance - The Ag Services and Oilseeds segment is facing challenges due to sluggish market conditions, including increased cost inflation and depressed vegetable oil demand, leading to expected lower results year-over-year [4][6] - The Ag Services and Oilseeds segment's revenues are estimated at $16.2 billion, suggesting a 6.7% year-over-year decline [8] - The Carbohydrate Solutions segment is projected to generate revenues of $2.9 billion, indicating a slight decline of 0.9% year-over-year [8] - Conversely, the Nutrition segment is expected to see revenues of $1.9 billion, reflecting a 0.8% year-over-year growth, driven by improvements in operational structure and capacity [9][11] Market Conditions and Management Outlook - Management has expressed caution regarding the second-half outlook for crush margin improvement, noting that current domestic crush replacement margins are below expectations [7] - There are signs of weakening customer demand in certain markets, leading to reduced volume expectations [7] - The company is actively managing productivity and innovation, focusing on food security and health trends, which is expected to support margins in the upcoming quarter [10] Valuation and Market Performance - ADM is trading at a forward 12-month price-to-earnings ratio of 12.29X, which is below both its five-year high of 18.93X and the industry average of 14.77X, indicating an attractive valuation opportunity [13] - Over the past three months, ADM's shares have increased by 13.4%, outperforming the industry growth of 11.6% [14]

Core Insights - Root, Inc. (ROOT) is anticipated to show improvements in both revenue and earnings for Q2 2025, with revenue expected to reach $337 million, reflecting a 16.5% increase year-over-year [1][9] - The earnings per share (EPS) estimate stands at $1.06, indicating a significant year-over-year growth of 303.9% [2][9] Revenue and Earnings Estimates - The Zacks Consensus Estimate for ROOT's second-quarter revenues is $337 million, which represents a 16.5% growth compared to the same quarter last year [1][9] - The consensus estimate for earnings is $1.06 per share, which has increased by 141% in the last 30 days, suggesting a year-over-year increase of 303.9% [2][9] Earnings Prediction Model - The earnings prediction model indicates a likely earnings beat for ROOT, supported by a positive Earnings ESP of +58.29% and a Zacks Rank of 1 (Strong Buy) [3][4] Factors Influencing Q2 Results - Key factors expected to positively impact ROOT's Q2 results include higher net premiums earned, improved net investment income, and increased fee income [5] - An increase in policies in force, driven by enhanced marketing efforts and a favorable customer mix, is likely to contribute to net premiums earned [6] Investment Income and Underwriting Profitability - The Zacks Consensus Estimate for second-quarter net investment income is $311 million, with expectations of growth due to a higher average cash balance and a larger investment portfolio [6] - Improved underwriting profitability is anticipated from better pricing and prudent underwriting practices, although operating expenses are expected to rise due to various costs [7]

Key Takeaways Dutch Bros' Q2 revenues likely rose on same shop sales growth and higher transaction volume.Menu innovation and strong loyalty program use may have boosted customer engagement.Higher labor costs and inflationary pressures are likely to have weighed on Q2 profitability.Dutch Bros Inc. (BROS) is scheduled to report second-quarter 2025 results on Aug. 6, after market close. In the last reported quarter, the company delivered an earnings surprise of 40%.    BROS’ earnings beat the Zacks Consensus ...

Industry Overview - The second-quarter earnings season for the drug and biotech sector is in full swing, with major companies like Pfizer, Eli Lilly, Amgen, Gilead Sciences, and Novo Nordisk set to announce results [1] - The earnings season began mid-July with Johnson & Johnson reporting strong results, exceeding estimates for both earnings and sales [1] Company Performance Pfizer (PFE) - Pfizer has consistently exceeded earnings expectations in the last four quarters, with an average earnings surprise of 43.49% [6] - The Zacks Consensus Estimate for second-quarter sales and earnings is $13.78 billion and 58 cents per share, respectively [6] - Higher sales from products like Vyndaqel and Padcev are expected to offset weaker sales from Prevnar and Ibrance [8] Eli Lilly (LLY) - Eli Lilly's performance has been mixed, exceeding earnings expectations in two of the last four quarters, with an average earnings surprise of 6.69% [11] - The Zacks Consensus Estimate for second-quarter sales and earnings stands at $14.75 billion and $5.61 per share, respectively [11] - Strong demand for Mounjaro and Zepbound is anticipated to drive top-line growth [12] Amgen (AMGN) - Amgen has shown strong performance, beating earnings estimates in each of the last four quarters, with an average earnings surprise of 8.34% [14] - The Zacks Consensus Estimate for second-quarter sales and earnings is $8.86 billion and $5.26 per share, respectively [14] - Sales growth is expected to be driven by products like Evenity and Repatha, despite price declines due to higher rebates [15] Gilead Sciences (GILD) - Gilead's performance has been mixed, with earnings beating estimates in three of the last four quarters, averaging a surprise of 16.48% [17] - The Zacks Consensus Estimate for second-quarter sales and earnings is $6.95 billion and $1.95 per share, respectively [17] - Increased demand for HIV therapies like Biktarvy is expected to boost sales [18] Novo Nordisk (NVO) - Novo Nordisk's performance has been mixed, with earnings beating estimates in one of the last four quarters, delivering an average surprise of 0.02% [20] - The Zacks Consensus Estimate for second-quarter sales and earnings is $11.79 billion and 93 cents per share, respectively [20] - The company lowered its 2025 sales and operating profit growth outlook due to weaker momentum in key markets for its semaglutide-based drugs [21]

Core Insights - Novo Nordisk (NVO) is set to report its Q2 2025 results on August 6, 2025, with expected revenues of $11.79 billion and earnings of 93 cents per share [1][9] - The company's 2025 earnings per share (EPS) estimate has slightly improved from $3.84 to $3.86, while the 2026 EPS forecast has decreased from $4.64 to $4.20 [2] - NVO's earnings surprise history shows mixed results over the past four quarters, with one earnings beat, one match, and two misses, averaging a surprise of 0.02% [6] Financial Performance - NVO's preliminary earnings for Q2 2025 were reported at 91 cents per American Depositary Receipt, with sales increasing by 18% at constant exchange rates [11] - The company has revised its 2025 sales growth forecast to 8-14%, down from 13-21%, and operating profit growth to 10-16%, down from 16-24% [13] - The decline in guidance is attributed to weaker demand for key drugs Wegovy and Ozempic, particularly in the U.S. market [13][14] Market Dynamics - NVO's sales are primarily driven by semaglutide-based drugs, with Wegovy being the largest contributor, recently expanded for cardiovascular benefits [12] - The company faces significant competition from Eli Lilly, which has launched Mounjaro and Zepbound, both of which are gaining market share [23] - The presence of compounded versions of Wegovy in the U.S. is negatively impacting sales, despite regulatory actions taken by the FDA [14][25] Competitive Landscape - Eli Lilly's drugs have shown stronger clinical results and are quickly gaining traction, potentially shifting patient preference away from Wegovy [23] - Other companies like Amgen and Viking Therapeutics are also advancing in the GLP-1 space, increasing competitive pressure on NVO [24] - NVO's recent termination of a collaboration with Hims & Hers Health may hinder its efforts to increase Wegovy's patient access [25] Stock Performance and Valuation - Year-to-date, NVO shares have declined by 44%, significantly underperforming the industry and the S&P 500 [15] - The stock is currently trading at a forward price/earnings ratio of 11.87, lower than the industry average of 14.28 and its five-year mean of 29.25 [17] - The company's stock decline is attributed to regulatory setbacks, disappointing pipeline results, and increased competition [22][28] Future Outlook - Despite recent challenges, NVO is making progress in its pipeline, with ongoing development of new candidates for diabetes and obesity [26] - The company is also expanding its rare disease segment, which may provide additional growth opportunities [26] - However, the near-term risk/reward profile appears unfavorable due to heightened volatility and competitive pressures [28]

Industry Overview - The Auto-Tires-Trucks sector is currently in the second-quarter earnings season, with companies like Tesla, Ford, General Motors, Aptiv, and O'Reilly Automotive reporting quarterly numbers that exceeded earnings estimates [1] - The auto sector's earnings for Q2 2025 are projected to decline by 27.7% year-over-year, with revenues expected to decrease by 6% [2] Market Performance - U.S. vehicle sales showed modest year-over-year growth in Q2, driven by strong demand for gasoline-powered and hybrid vehicles, with a seasonally adjusted annual rate of 15.3 million units in June [4] - Retail vehicle inventory reached 2.16 million units in June, marking a 22.9% increase from June 2024, while average transaction prices rose to $46,233, up $1,400 from the previous year [4] Impact of Tariffs - Higher tariffs on imports initially increased demand among price-sensitive buyers, but as prices stabilized, this momentum began to wane [5] - Elevated operating costs, particularly in R&D for advanced technologies, are likely to have negatively impacted earnings [5] Potential Winners - Companies identified as well-positioned to exceed earnings estimates include Cummins Inc. (CMI), Rivian Automotive, Inc. (RIVN), Lucid Group, Inc. (LCID), and American Axle & Manufacturing Holdings, Inc. (AXL) [3] Company Highlights Cummins Inc. (CMI) - Cummins is the largest engine manufacturer globally, with a strong product lineup and a focus on electrification and clean energy technologies [8][9] - The company has an Earnings ESP of +2.79% and a Zacks Rank of 3, with Q2 earnings and revenues estimated at $4.99 per share and $8.47 billion, respectively [10][11] Rivian Automotive, Inc. (RIVN) - Rivian is targeting budget-conscious consumers with its upcoming R2 and R3 models, with the R2 expected to launch in H1 2026 at a starting price of around $45,000 [12] - The company has an Earnings ESP of +8.53% and a Zacks Rank of 3, with Q2 revenue estimated at $1.26 billion [14] Lucid Group, Inc. (LCID) - Lucid's vehicles are now compatible with Tesla's Supercharger network, enhancing convenience for owners and potentially boosting sales [15] - The company has an Earnings ESP of +3.08% and a Zacks Rank of 3, with Q2 revenue estimated at $253.4 million, reflecting year-over-year growth of 26.4% [17] American Axle & Manufacturing Holdings, Inc. (AXL) - American Axle is advancing in the electric drive space and has a strong electrification portfolio, with key launches driving growth [18] - The company has an Earnings ESP of +17.59% and a Zacks Rank of 3, with Q2 earnings and revenues estimated at 13 cents and $1.51 billion, respectively [20]

Key Factors to Note Ahead of SSP's Q2 Results Key Takeaways The E.W. Scripps Company (SSP) is scheduled to report second-quarter 2025 results on Aug. 7. The Zacks Consensus Estimate for second-quarter 2025 revenues is pegged at $546.65 million, indicating a 4.70% year-over-year decline. The consensus mark for earnings is pegged at a loss of 4 cents per share, unchanged over the past 30 days. This projection indicates a narrower loss from the year-ago quarter's loss of 15 cents per share. E.W. Scripps' earni ...

Core Viewpoint - Iron Mountain Incorporated (IRM) is expected to report year-over-year growth in revenues and adjusted funds from operations (AFFO) per share for the second quarter of 2025, with results to be released on August 6 [1][10]. Financial Performance - In the last reported quarter, IRM delivered a surprise of 0.86% in AFFO per share, with solid performances across all segments, including storage, service, global RIM, and data center businesses, although higher interest expenses slightly undermined performance [2][4]. - Over the trailing four quarters, IRM's AFFO per share has consistently surpassed the Zacks Consensus Estimate, with an average beat of 1.97% [3]. Revenue Projections - The Zacks Consensus Estimate for total revenues in the upcoming quarter is $1.68 billion, indicating a 9.3% increase from the prior year's reported figure [8]. - Specific revenue estimates include storage rental revenues at $990.4 million (up from $919.8 million), service revenues at $685.4 million (up from $614.7 million), and global data center segment revenues at $189.7 million (up from $152.7 million) [7]. Market Dynamics - The demand for connectivity, interconnection, and colocation space is expected to drive data center leasing activity, positively impacting IRM's global data center segment performance [5][10]. - However, the company faces challenges from high costs associated with sales components, selling, general and administrative expenses due to international expansion, and rising interest expenses projected to increase by 9.4% year-over-year [4][6]. Analyst Sentiment - The Zacks Consensus Estimate for quarterly AFFO per share has decreased by one cent to $1.19 over the past three months, although this still reflects significant growth compared to the previous year [6]. - The current Earnings ESP for IRM is 0.00%, and it holds a Zacks Rank of 3, indicating that the model does not predict a surprise in AFFO per share for this quarter [11].