For the quarter ended June 2025, Rockwell Automation (ROK) reported revenue of $2.14 billion, up 4.6% over the same period last year. EPS came in at $2.82, compared to $2.71 in the year-ago quarter.The reported revenue represents a surprise of +3.67% over the Zacks Consensus Estimate of $2.07 billion. With the consensus EPS estimate being $2.69, the EPS surprise was +4.83%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine t ...

Core Insights - Amgen reported $9.18 billion in revenue for the quarter ended June 2025, a year-over-year increase of 9.4%, with an EPS of $6.02 compared to $4.97 a year ago, exceeding both revenue and EPS consensus estimates [1] Financial Performance - Revenue from product sales reached $8.77 billion, surpassing the average estimate of $8.5 billion, reflecting a 9.1% increase year-over-year [4] - Other revenues amounted to $408 million, exceeding the average estimate of $345.97 million, representing a year-over-year increase of 17.6% [4] - The EPS surprise was +14.45% compared to the consensus estimate of $5.26 [1] Product Sales Breakdown - Neulasta (ROW) sales were $19 million, below the estimate of $23.31 million, showing a year-over-year decline of 36.7% [4] - Neulasta (U.S.) sales were $63 million, compared to the estimate of $70.64 million, reflecting a 16% year-over-year decrease [4] - Otezla (ROW) sales were $106 million, slightly below the estimate of $112.78 million, with a year-over-year decline of 5.4% [4] - Nplate (U.S.) sales were $228 million, slightly above the estimate of $227.77 million, showing a year-over-year increase of 6.5% [4] - Vectibix sales totaled $305 million, exceeding the estimate of $277.53 million, with a year-over-year increase of 13% [4] - BLINCYTO sales were $384 million, slightly below the estimate of $385.77 million, but represented a significant year-over-year increase of 45.5% [4] - Enbrel sales were $604 million, significantly below the estimate of $804.22 million, reflecting a year-over-year decline of 33.6% [4] - LUMAKRAS/LUMYKRAS sales were $90 million, in line with the estimate of $90.65 million, showing a year-over-year increase of 5.9% [4] Stock Performance - Amgen's shares returned +3.1% over the past month, outperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Transocean reported $988 million in revenue for Q2 2025, a 14.8% year-over-year increase, with an EPS of $0 compared to -$0.15 a year ago, indicating a significant improvement in profitability [1] - The revenue exceeded the Zacks Consensus Estimate of $968.14 million by 2.05%, while the EPS surprise was 100% against a consensus estimate of -$0.01 [1] Financial Performance Metrics - Total fleet average rig utilization was 67.3%, slightly below the estimated 68.2% [4] - Ultra-Deepwater Floaters utilization was reported at 64.7%, surpassing the average estimate of 63.5% [4] - Average Daily Revenue for Harsh Environment Floaters was $462.4 thousand, exceeding the estimate of $450.57 thousand [4] - Total fleet average daily revenue was $458.6 thousand, above the estimated $449.27 thousand [4] - Average Daily Revenue for Ultra Deepwater Floaters was $457.2 thousand, compared to the estimate of $449.05 thousand [4] - Utilization for Harsh Environment Floaters was 75.3%, below the average estimate of 82.3% [4] - Contract drilling revenues for Harsh Environment Floaters reached $289 million, exceeding the estimate of $256.51 million, representing a 13.3% year-over-year increase [4] - Contract drilling revenues for Ultra-Deepwater Floaters were $699 million, slightly above the estimate of $690.04 million, reflecting a 15.4% year-over-year change [4] Stock Performance - Transocean shares returned +1.8% over the past month, outperforming the Zacks S&P 500 composite's +0.6% change [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 - FMC reported $1.05 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 1.2% and an EPS of $0.69 compared to $0.63 a year ago, with revenue exceeding Zacks Consensus Estimate by +8.82% [1] - The EPS surprise was +16.95% over the consensus estimate of $0.59 [1] Financial Performance - FMC's shares have returned -7% over the past month, while the Zacks S&P 500 composite increased by +2.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3] Geographic Revenue Breakdown - Latin America: $310 million, exceeding the estimated $296.12 million, with a year-over-year change of +0.9% [4] - Europe, Middle East and Africa (EMEA): $260 million, surpassing the average estimate of $223.58 million, reflecting a +29.2% year-over-year increase [4] - Asia: $159 million, slightly below the estimated $163.72 million, showing a year-over-year decline of -16.8% [4] - North America: $321 million, above the estimated $294.07 million, but representing a -5.3% year-over-year change [4] Revenue by Product - Insecticides: $525.3 million, exceeding the estimated $487.74 million, but down -7.7% year-over-year [4] - Fungicides: $80.4 million, surpassing the average estimate of $67.79 million, with a +7.9% year-over-year increase [4] - Herbicides: $376 million, exceeding the estimated $323.09 million, reflecting a +11.7% year-over-year change [4]

Core Insights - BorgWarner reported $3.64 billion in revenue for Q2 2025, a year-over-year increase of 1% and exceeding the Zacks Consensus Estimate of $3.56 billion by 2.31% [1] - The company achieved an EPS of $1.21, up from $1.19 a year ago, and surpassed the consensus EPS estimate of $1.06 by 14.15% [1] Financial Performance Metrics - Organic Net Sales Change was -0.9%, compared to an estimated 0.1% by analysts [4] - Net Sales for Turbos & Thermal Technologies reached $1.48 billion, matching the three-analyst average estimate [4] - Net Sales for Drivetrain & Morse Systems was $1.43 billion, slightly above the $1.41 billion average estimate [4] - Net Sales for Battery & Charging Systems was $159 million, significantly below the estimated $216.69 million [4] - Net Sales for PowerDrive Systems was $581 million, exceeding the average estimate of $463.7 million [4] - Adjusted Operating Income for Turbos & Thermal Technologies was $227 million, above the estimated $217.94 million [4] - Adjusted Operating Income for Battery & Charging Systems was a loss of $12 million, better than the estimated loss of $17.17 million [4] - Adjusted Operating Income for PowerDrive Systems was a loss of $33 million, in line with the average estimate of $-33.02 million [4] - Adjusted Operating Income for Drivetrain & Morse Systems was $260 million, slightly above the average estimate of $256.55 million [4] Stock Performance - BorgWarner's shares have returned -2.8% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - MGM Resorts reported $4.4 billion in revenue for Q2 2025, a year-over-year increase of 1.8% and a surprise of +2.42% over the Zacks Consensus Estimate of $4.3 billion [1] - The EPS for the same period was $0.79, down from $0.86 a year ago, with an EPS surprise of +36.21% compared to the consensus estimate of $0.58 [1] Financial Performance Metrics - MGM's shares returned +1.4% over the past month, while the Zacks S&P 500 composite increased by +3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3] Las Vegas Strip Resorts Performance - Table Games Drop: $1,554.00 vs. $1,506.00 estimated [4] - Slots Win: $549.00 vs. $539.99 estimated [4] - Slots Handle: $5,886.00 vs. $5,775.24 estimated [4] - Table Games Win: $355.00 vs. $401.08 estimated [4] - Revenues for Las Vegas Strip Resorts: $2.11 billion vs. $2.15 billion estimated, representing a -4.1% change year-over-year [4] Regional Operations and MGM China - Revenues for Regional Operations: $964.61 million vs. $940.66 million estimated, a +4% year-over-year change [4] - Revenues for MGM China: $1.11 billion vs. $1.03 billion estimated, a +24.6% year-over-year change [4] Digital and Other Operations - Revenues for MGM Digital: $163.86 million vs. $172.4 million estimated [4] - Revenues for Management and Other Operations: $51.61 million vs. $173.2 million estimated, a -70.8% year-over-year change [4] Adjusted Property EBITDA - Adjusted Property EBITDA for Las Vegas Strip Resorts: $710.5 million vs. $740.76 million estimated [4] - Adjusted Property EBITDA for Regional Operations: $308.66 million vs. $288.97 million estimated [4] - Adjusted Property EBITDA for MGM China: $301.34 million vs. $270.26 million estimated [4]

Core Insights - Tenaris S.A. reported a revenue of $3.09 billion for the quarter ended June 2025, reflecting a decrease of 7.1% year-over-year, while EPS increased to $0.99 from $0.59 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $3.01 billion by 2.54%, and the EPS also surpassed the consensus estimate of $0.88 by 12.5% [1] Financial Performance Metrics - Tubes Sales volume for Seamless was 803.00 Kmt, exceeding the average estimate of 778.36 Kmt [4] - Total Tubes Sales volume reached 982.00 Kmt, slightly above the average estimate of 978.87 Kmt [4] - Welded Tubes Sales volume was 179.00 Kmt, below the average estimate of 200.50 Kmt [4] - Net sales for Tubes in North America were $1.4 billion, surpassing the average estimate of $1.26 billion, but showing a year-over-year decline of 0.5% [4] - Net sales for Tubes in Asia Pacific, Middle East, and Africa were $771 million, below the estimated $809.92 million, representing a 4.8% decline year-over-year [4] - Net sales for Tubes in Europe were $215 million, slightly above the average estimate of $208.36 million, but down 19.5% year-over-year [4] - Net sales for Tubes in South America were $531 million, below the average estimate of $566.22 million, reflecting an 8.8% decline year-over-year [4] - Revenues from Other segments were $166 million, exceeding the average estimate of $157.38 million, but down 34.4% year-over-year [4] - Total Revenues from Tubes were $2.92 billion, above the average estimate of $2.86 billion, but down 4.9% year-over-year [4] - Operating income from Other segments was $29 million, slightly below the average estimate of $32 million [4] - Operating income from Tubes was $554 million, in line with the average estimate of $551.36 million [4] Stock Performance - Tenaris shares returned +3.2% over the past month, compared to the Zacks S&P 500 composite's +3.4% change [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 - Canadian Pacific Kansas City (CP) reported $2.67 billion in revenue for Q2 2025, a year-over-year increase of 1.5% [1] - The company's EPS for the same period was $0.81, up from $0.77 a year ago, but below the consensus estimate of $0.82, resulting in an EPS surprise of -1.22% [1] - The reported revenue fell short of the Zacks Consensus Estimate of $2.79 billion, leading to a revenue surprise of -4.08% [1] Financial Performance Metrics - Adjusted Operating Ratio was 60.7%, slightly above the average estimate of 60.6% based on six analysts [4] - Total carloads reached 1.15 million, exceeding the five-analyst average estimate of 1.13 million [4] - Specific carload metrics included: - Energy, Chemicals and Plastics: 142.7 thousand vs. 141.97 thousand estimated [4] - Intermodal: 459.5 thousand vs. 443.31 thousand estimated [4] - Automotive: 62.4 thousand vs. 67.08 thousand estimated [4] - Metals, Minerals and Consumer Products: 125.4 thousand vs. 129.47 thousand estimated [4] - Forest Products: 32.8 thousand vs. 33.87 thousand estimated [4] - Fertilizers and Sulphur: 15.6 thousand vs. 17.18 thousand estimated [4] - Potash: 47.4 thousand vs. 51.05 thousand estimated [4] - Coal: 118.6 thousand vs. 114.56 thousand estimated [4] - Grain: 142.6 thousand vs. 136.15 thousand estimated [4] - Revenue ton-miles (RTMs) for Automotive were 1.42 billion, surpassing the estimated 1.34 billion [4] Stock Performance - Shares of Canadian Pacific Kansas City have returned -5.3% over the past month, contrasting with the Zacks S&P 500 composite's +3.4% change [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 - Axis Capital reported $1.59 billion in revenue for Q2 2025, a year-over-year increase of 5.7%, with an EPS of $3.29 compared to $2.93 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $1.64 billion by 3.27%, while the EPS exceeded the consensus estimate of $2.88 by 14.24% [1] Financial Performance Metrics - The combined ratio for the total was reported at 88.9%, better than the estimated 91.9% [4] - The net loss and loss expense ratio for total was 57.5%, compared to the estimated 60.2% [4] - The general and administrative expense ratio for insurance was 12%, slightly better than the estimated 12.1% [4] - The combined ratio for reinsurance was 92%, significantly better than the estimated 101.1% [4] - The net investment income was $187.3 million, which is a decrease of 1.9% year-over-year, and below the average estimate of $193.87 million [4] - Net premiums earned totaled $1.39 billion, which is a year-over-year increase of 6.8%, but below the average estimate of $1.42 billion [4] - The net premiums earned in the insurance segment were $1.03 billion, a 7.8% year-over-year increase, but below the estimate of $1.05 billion [4] - The net premiums earned in the reinsurance segment were $360.47 million, a 4.1% year-over-year increase, exceeding the estimate of $351.17 million [4] Stock Performance - Axis Capital's shares have returned -7.3% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - AutoNation reported revenue of $6.97 billion for the quarter ended June 2025, reflecting a year-over-year increase of 7.6% and surpassing the Zacks Consensus Estimate of $6.8 billion by 2.62% [1] - The company's EPS was $5.46, up from $3.99 in the same quarter last year, resulting in an EPS surprise of 16.17% compared to the consensus estimate of $4.70 [1] Financial Performance Metrics - Retail vehicle unit sales totaled 135,583, exceeding the four-analyst average estimate of 130,325 [4] - Revenue per new vehicle retailed was $51,579, slightly below the average estimate of $51,872.62 [4] - Revenue per used vehicle retailed was $26,457, also below the average estimate of $27,368.63 [4] - Gross profit per vehicle retailed in finance and insurance was $2,712, surpassing the average estimate of $2,598.93 [4] - Used vehicle retail sales reached 69,736, exceeding the average estimate of 66,701 [4] - Parts and service revenue was $1.22 billion, above the five-analyst average estimate of $1.19 billion, marking a year-over-year increase of 9.3% [4] - Finance and insurance net revenue was $367.7 million, exceeding the average estimate of $337.81 million and representing a year-over-year increase of 13.5% [4] - Used vehicle revenue was $1.99 billion, surpassing the average estimate of $1.92 billion, with a year-over-year increase of 3.9% [4] - New vehicle revenue was $3.4 billion, slightly above the average estimate of $3.31 billion, reflecting an 8.8% year-over-year increase [4] - Other revenue was reported at $4.3 million, matching the average estimate but showing a year-over-year decline of 24.6% [4] - Retail used vehicle revenue was $1.85 billion, exceeding the average estimate of $1.78 billion, with a year-over-year increase of 5.8% [4] - Wholesale used vehicle revenue was $140 million, below the average estimate of $150.25 million, representing a year-over-year decline of 16.5% [4] Stock Performance - AutoNation's shares returned +0.1% over the past month, compared to the Zacks S&P 500 composite's +4.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]