Core Viewpoint - Extra Space Storage Inc. is set to release its financial results for the three and nine months ended September 30, 2025, on October 29, 2025, after market close, followed by a conference call on October 30, 2025, to discuss these results [1]. Financial Results Announcement - The financial results will be released after market close on October 29, 2025 [1]. - A conference call will be held on October 30, 2025, at 1:00 p.m. Eastern Time, hosted by CEO Joe Margolis and CFO Jeff Norman [1]. Conference Call Participation - A live webcast of the conference call will be available on the company's investor relations page [2]. - Participants can pre-register for the call to receive a special dial-in number and PIN to avoid delays [2]. - A replay of the conference call will be available on the investor relations website starting October 30, 2025, at 5:00 p.m. ET, for one year [2]. Company Overview - Extra Space Storage Inc. is a fully integrated, self-administered, and self-managed real estate investment trust (REIT) and a member of the S&P 500 [4]. - As of June 30, 2025, the company owned and/or operated 4,179 self-storage properties, comprising approximately 2.9 million units and about 321.5 million square feet of rentable storage space [4]. - The company is the largest operator of self-storage properties in the United States, offering a variety of storage options including boat, RV, and business storage [4].

Core Viewpoint - Boeing is expected to report second-quarter 2025 results on July 29, 2025, with projected revenues of $21.93 billion, reflecting a 30% increase year-over-year, while earnings are estimated to show an improvement in losses from $2.90 to $1.47 per share [1][4] Revenue and Earnings Estimates - The Zacks Consensus Estimate for Boeing's revenues is $21.93 billion, indicating a 30% improvement from the previous year [1][4] - The consensus estimate for the commercial airplanes segment is $9,948.3 million, a 65.7% increase year-over-year, while the defense unit's revenues are projected at $6,398.5 million, a 6.3% rise [9] - Boeing's Global Services unit is expected to report revenues of $5,161.3 million, up 5.6% year-over-year, with earnings estimated at $942 million, reflecting an 8.3% growth [7] Delivery Performance - Boeing's commercial shipments are projected to increase by 63% year-over-year, while defense shipments are expected to rise by 60% [8] - The strong delivery performance is anticipated to positively impact both top and bottom-line results for the second quarter [10] Market Position and Valuation - Boeing's shares have increased by 29.6% over the past three months, outperforming the Zacks aerospace-defense industry's growth of 21.4% [12] - The company is currently trading at a forward price/sales ratio of 1.88, lower than the industry average of 2.28, but higher than its five-year median of 1.42 [15] Industry Dynamics - The demand for air travel and the replacement of aging fleets are driving growth for Boeing, supported by increased commercial jet services sales and government jet service volume [6][16] - However, persistent supply chain issues and high debt levels pose challenges for Boeing and the aerospace sector [17][18]

Financial Performance - Total assets increased to $1835965 thousand, a 28% increase from the previous quarter[2] - Total loans reached $1497356 thousand, reflecting a 52% growth[2] - Total deposits amounted to $1594138 thousand, up by 28%[2] - Net income rose to $11105 thousand, a 74% increase[2] - Diluted earnings per share increased to $116, a 74% increase[2] Balance Sheet & Capital Management - Cash + unpledged securities + undrawn credit totaled $75714 million, providing 262x coverage of adjusted uninsured deposits of $28909 million[5] - Loans repricing in ≤1 year: $126 billion (8431%), with $108 billion (7192%) repricing daily[5] - The bank's CET1 ratio is 1389%, Tier 1 Leverage is 1249%, and TCE/TA is 1205%, all significantly above regulatory thresholds[5] Loan Portfolio - Variable-rate loans constitute 75% ($11263 million) of the loan portfolio, while fixed-rate loans account for 25% ($3737 million)[45] - Nonperforming loans to total loans ratio is 037%[5] - The loan portfolio has grown at a CAGR of 138% since 2020[57]

Core Viewpoint - Valhi, Inc. is set to announce its second quarter 2025 earnings on August 7, 2025, after market close, pending the completion of quarter-end closing procedures [1] Company Overview - Valhi, Inc. operates in multiple industries, including chemicals (specifically TiO2), component products (such as security products and recreational marine components), and real estate management and development [1] Investor Relations - The contact for investor relations is Bryan A. Hanley, who serves as the Senior Vice President and Treasurer, and can be reached at 972-233-1700 [1]

Core Viewpoint - Diversified Royalty Corp. has adjusted the Mr. Lube + Tires royalty pool to include six new flagship locations, bringing the total to 149 locations, while removing one permanently closed location [1] Company Performance - Mr. Lube + Tires is experiencing strong same-store sales growth across its franchise system, indicating a positive outlook for continued growth [2] - The performance of franchisees in 2024 has been commendable, with a focus on brand growth and enhancing store-level economics [3] Royalty Pool Adjustments - The Mr. Lube + Tires Royalty Pool is adjusted annually on May 1 to include new locations opened since July 1 of the previous year and to remove permanently closed locations [4] - The initial consideration for the additional royalty revenue from the new locations was $4.0 million, which is 80% of the total estimated consideration of $5.0 million, paid in the form of common shares [5] - The remaining consideration for the new locations will be paid on May 1, 2026, adjusted based on actual system sales for the year ending December 31, 2025 [6] Previous Adjustments - On May 1, 2023, the royalty pool was adjusted to include five new locations, with an initial consideration of $4.7 million, which was also 80% of the total estimated consideration [7] - The actual system sales for the 2023 True-Up Locations were determined to be $10.1 million, leading to a total consideration of $7.1 million, with a remaining cash payment of $2.4 million made on May 1, 2025 [8] Dividend Announcement - The board of directors has approved a cash dividend of $0.02083 per common share for May 2025, equating to an annualized rate of $0.25 per share, to be paid on May 30, 2025 [10] Company Overview - Diversified Royalty Corp. is focused on acquiring top-line royalties from well-managed multi-location businesses and franchisors in North America, aiming to generate predictable and growing royalty streams [12][14]

Company Overview - Zscaler (ZS) closed at $219.86, with a +1.99% change from the previous day, outperforming the S&P 500's daily gain of 0.06% [1] - Over the past month, Zscaler shares gained 4.07%, contrasting with the Computer and Technology sector's loss of 5.52% and the S&P 500's loss of 4.29% [1] Earnings Expectations - The upcoming earnings release is expected to show an EPS of $0.75, a 14.77% decrease compared to the same quarter last year [2] - Revenue is forecasted to be $666.11 million, indicating a 20.41% growth year-over-year [2] Full-Year Estimates - Full-year Zacks Consensus Estimates predict earnings of $3.06 per share and revenue of $2.65 billion, reflecting year-over-year changes of -4.08% and +22.18%, respectively [3] - Recent revisions to analyst forecasts are crucial as they reflect near-term business trends, with positive changes indicating analyst optimism [3] Valuation Metrics - Zscaler's Forward P/E ratio is 70.56, which is higher than the industry average of 63.04, indicating a premium valuation [6] - The current PEG ratio stands at 5.11, compared to the Security industry's average PEG ratio of 3.2 [6] Industry Context - The Security industry is part of the Computer and Technology sector and holds a Zacks Industry Rank of 160, placing it in the bottom 36% of over 250 industries [7] - The Zacks Industry Rank assesses the performance of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]