Core Insights - Interparfums, Inc. reported third-quarter 2025 results with earnings of $2.05 per share, a 6% increase from $1.93 in the prior year, surpassing the Zacks Consensus Estimate of $1.85 per share [3][9] - Consolidated net sales reached $429.6 million, reflecting a 1% increase from $424.6 million in the same period last year, driven by strong consumer interest in prestige and luxury fragrances [3][9] Financial Performance - The consolidated gross margin was 63.5%, down 40 basis points from the previous year, primarily due to increased U.S. import tariffs [4] - Selling, general and administrative expenses accounted for 38.2% of net sales, a decrease of 70 basis points year over year, with advertising and promotional expenditures at 15.3% of net sales [5] - Operating income was $108.6 million, with an operating margin of 25.3%, up from 25% in the prior year [5] Financial Health - The company ended the quarter with cash and cash equivalents of $110.4 million, long-term debt of $140 million, and total equity of $1,104.5 million [6] - A cash dividend of 80 cents per share was announced, payable on December 31, 2025, to shareholders of record as of December 15 [6] Future Outlook - Interparfums revised its 2025 sales outlook to $1.47 billion, a 1% year-over-year increase, down from the previous guidance of $1.51 billion [7][8] - The earnings per share forecast for 2025 is now $5.12, consistent with 2024 levels, compared to the earlier expectation of $5.35 [8]

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Core Insights - O-I Glass reported strong quarterly results, with stock prices rising nearly 15%, outperforming the S&P 500 index's 0.8% gain [1] Financial Performance - For the third quarter, O-I Glass's net sales were flat year-over-year at $1.7 billion, with overall volume down but offset by higher average selling prices [3] - The company achieved a net income of $75 million, or $0.48 per share, compared to a loss of $6 million in the previous year [3] - Both net sales and earnings per share exceeded analyst estimates of $1.66 billion and $0.42 respectively [4] Future Guidance - Management raised its adjusted earnings guidance for 2025 to a range of $1.55 to $1.65 per share, up from a previous projection of $1.30 to $1.55, with the new low end above the consensus estimate of $1.47 [5] - O-I Glass maintained its forecast for free cash flow at $150 million to $200 million [6]

Labor Market Insights - The October ADP private-sector payroll report indicates an addition of +42K new jobs, surpassing expectations by +20K and reversing the previous month's downward revision of -29K [2] - Despite this positive report, the American labor market shows signs of decline, with an average gain of only +29K new jobs over the last four months, a decrease from +53K and +197K in the previous two four-month periods [3] Job Growth by Sector - Goods-producing jobs increased by +9K, while services jobs rose by +33K, with large firms (over 500 employees) contributing +73K to the job growth, contrasting with negative growth in small and medium-sized companies [4] - The Trade/Transportation/Utilities sector led job growth with +47K, followed by Education/Healthcare at +26K, while Leisure/Hospitality and Professional/Business Services saw declines of -6K and -15K respectively [5] Wage Trends - Wage gains for job stayers averaged +4.5%, while job changers saw an increase of +6.7%, indicating a narrowing historical gap and suggesting less urgency for employees to seek new positions [6] Company Earnings Reports - McDonald's (MCD) reported earnings of $3.22 per share, missing estimates of $3.35, but same-store sales increased by +3.6%, leading to a +3% rise in pre-market trading [7] - Humana (HUM) exceeded earnings expectations with $3.24 per share, a +11.34% beat, and revenues of $32.65 billion, but lowered guidance caused shares to drop by -5.5% [8] - Aurora Cannabis (ACB) reported earnings of $0.09 per share, a +200% surprise compared to expectations, with record quarterly revenues of $70.5 million, up +15% year-over-year, resulting in a +9% increase in pre-market trading [9]

Core Insights - International Flavors (IFF) reported a revenue of $2.69 billion for the quarter ended September 2025, reflecting a year-over-year decline of 7.9% [1] - The earnings per share (EPS) for the same period was $1.05, slightly up from $1.04 a year ago, with an EPS surprise of +2.94% compared to the consensus estimate of $1.02 [1] Revenue Performance - Net Sales in Health & Biosciences reached $577 million, exceeding the average estimate of $568.61 million, marking a +1.2% change year-over-year [4] - Net Sales in Scent amounted to $652 million, surpassing the average estimate of $618.57 million, representing a +6.4% change year-over-year [4] - Net Sales in Taste were $635 million, slightly above the average estimate of $628.17 million [4] - Net Sales in Food Ingredients totaled $830 million, also exceeding the average estimate of $825.94 million [4] Adjusted Operating EBITDA - Adjusted Operating EBITDA for Health & Biosciences was $150 million, compared to the average estimate of $143.03 million [4] - Adjusted Operating EBITDA for Food Ingredients was $106 million, slightly below the average estimate of $109.32 million [4] - Adjusted Operating EBITDA for Taste was $128 million, marginally above the average estimate of $126.56 million [4] - Adjusted Operating EBITDA for Scent was $135 million, exceeding the average estimate of $129.4 million [4] Stock Performance - Shares of International Flavors have returned +0.9% over the past month, while the Zacks S&P 500 composite has changed by +2.1% [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 - Harley-Davidson Inc. reported third-quarter results that exceeded Wall Street expectations, indicating a strong performance despite underlying challenges in its core motorcycle business [1] Financial Performance - The company's third-quarter results showed a positive trend, surpassing analyst forecasts, which reflects a resilient financial position [1] - Specific figures regarding revenue and profit margins were not detailed in the provided text, but the overall performance was noted as better than anticipated [1] Business Challenges - Despite the strong quarterly results, the motorcycle segment faces significant challenges that could impact future growth [1] - The underlying issues in the core motorcycle business suggest potential risks that need to be monitored closely [1]

Company Overview - Franklin Resources, Inc. (BEN) is an asset management company with a market cap of $11.7 billion, based in San Mateo, California, offering a wide range of investment solutions across more than 150 countries [1] Performance Analysis - Over the past 52 weeks, BEN has gained 8.3%, underperforming the S&P 500 Index, which surged 17.7% [2] - Year-to-date, BEN's stock is up 11.2%, compared to the S&P 500's 16.6% increase [2] - BEN has also lagged behind the iShares U.S. Financial Services ETF (IYG), which returned 19.3% over the past 52 weeks and 13.2% year-to-date [3] Earnings Report - On August 1, BEN's shares declined slightly after its Q3 earnings release, despite reporting better-than-expected performance with operating revenue of $2.1 billion and adjusted EPS of $0.49, both exceeding analyst estimates [4] - The company's overall top line declined 2.8% year-over-year due to lower investment management fees, while adjusted EPS fell by 18.3% from the previous year [4] Future Earnings Expectations - Analysts expect BEN's EPS to decline 11.3% year-over-year to $2.12 for the current fiscal year ending in September [5] - The earnings surprise history for BEN is mixed, with the company exceeding or meeting consensus estimates in three of the last four quarters [5] Analyst Ratings - Among 13 analysts covering BEN, the consensus rating is a "Hold," consisting of three "Strong Buy," five "Hold," one "Moderate Sell," and four "Strong Sell" ratings [5] - Barclays maintained an "Underweight" rating on BEN and lowered its price target to $20, while the mean price target of $24.67 suggests a 9.1% premium from current price levels [6] - The Street-high price target of $31 indicates an upside potential of 37.1% [6]

Core Insights - Portland General Electric Co. reported better-than-expected third-quarter earnings with adjusted earnings of $1.00 per diluted share, surpassing the consensus forecast of $0.98 [2] - Revenue for the quarter was $952 million, slightly below estimates of $975.7 million, but showed an increase from $929 million in the same quarter last year, driven by strong demand from data center customers [2] Financial Performance - The company achieved a 13% increase in industrial load from the previous quarter, indicating robust demand [2] - The reaffirmed 2025 adjusted earnings guidance is set between $3.13 to $3.33 per share, aligning with the analyst consensus of $3.23 [3] Strategic Initiatives - Portland General Electric is advancing its resource procurement strategy and has requested regulatory acknowledgment for an updated shortlist of bidders under its 2023 All-Source Request for Proposal [3] - The company anticipates finalizing contracts by early 2026, with new projects expected to commence service by the end of 2027 [3]

We recently published 10 Stocks Defying Wall Street Slump; 8 Hit Fresh Highs. Flowserve Corp. (NYSE:FLS) is one of the best-performing stocks on Thursday. Flowserve rallied to a new all-time high on Wednesday, as investor sentiment was boosted by its impressive earnings performance and projections of raking in up to $20 million of annual free cash flow from the divestment of a subsidiary. In intra-day trading, Flowserve Corp. (NYSE:FLS) soared to its highest 52-week price of $70.32 before trimming gains ...

Core Insights - Edison International (EIX) reported third-quarter 2025 adjusted earnings of $2.34 per share, exceeding the Zacks Consensus Estimate of $2.16 by 8.3%, and reflecting a 55% increase from $1.51 in the same quarter last year [1] - The company's total operating revenues for the third quarter reached $5.75 billion, surpassing the Zacks Consensus Estimate of $5.61 billion by 2.6%, and marking a 10.6% increase from $5.2 billion in the prior year [2] Financial Performance - Total operating expenses increased by 2.7% year over year to $4.32 billion, with purchased power and fuel costs decreasing by 10.4%, while depreciation and amortization expenses rose by 21.4% [3] - Operating income for the quarter was $1.43 billion, compared to $0.99 billion in the previous year [4] Segment Results - Southern California Edison reported adjusted earnings of $2.58 per share, up from $1.74 in the year-ago quarter, attributed to higher revenues from the 2025 GRC final decision [5] - The Edison International Parent and Other segment incurred an adjusted loss of 24 cents per share, slightly worse than the loss of 23 cents in the prior year due to increased interest expenses [5] Financial Update - As of September 30, 2025, cash and cash equivalents stood at $364 million, up from $193 million at the end of 2024 [6] - Long-term debt increased to $34.48 billion from $33.53 billion at the end of 2024 [6] - Net cash flow from operating activities for the first nine months of 2025 was $4.23 billion, compared to $3.84 billion in the same period last year [6] Capital Expenditures - Total capital expenditures for the company were $4.62 billion as of September 30, 2025, an increase from $4.21 billion in the previous year [7] Guidance - The company narrowed its 2025 earnings per share guidance to a range of $5.95-$6.20, compared to the previous range of $5.94-$6.34, with the Zacks Consensus Estimate currently at $6.10 per share [9][10] Zacks Rank - Edison International currently holds a Zacks Rank 1 (Strong Buy) [11]