Core Insights - Garmin reported revenue of $1.81 billion for the quarter ended June 2025, marking a 20.4% increase year-over-year and exceeding the Zacks Consensus Estimate of $1.74 billion by 4.41% [1] - The company's EPS for the quarter was $2.17, up from $1.58 in the same quarter last year, representing a surprise of 10.71% against the consensus estimate of $1.96 [1] Financial Performance Metrics - Fitness segment net sales reached $605.43 million, surpassing the average estimate of $513.54 million, reflecting a year-over-year increase of 41.3% [4] - Outdoor segment net sales were $490.36 million, slightly below the average estimate of $519.45 million, with a year-over-year change of 11.5% [4] - Auto OEM segment net sales totaled $170.15 million, exceeding the average estimate of $166.39 million, showing a 15.6% increase year-over-year [4] - Marine segment net sales were $299.26 million, slightly above the average estimate of $296.34 million, representing a 9.6% year-over-year change [4] - Aviation segment net sales reached $249.37 million, surpassing the average estimate of $242.18 million, with a year-over-year increase of 14.3% [4] Operating Income and Gross Profit - Fitness segment operating income was $197.63 million, significantly higher than the average estimate of $140.32 million [4] - Outdoor segment operating income was $157.88 million, below the average estimate of $185.99 million [4] - Aviation segment operating income reached $63.38 million, exceeding the average estimate of $55.4 million [4] - Marine segment operating income was $62.92 million, above the average estimate of $58.3 million [4] - Gross profit for the Fitness segment was $364.67 million, significantly higher than the average estimate of $298.72 million [4] - Outdoor segment gross profit was $324.43 million, slightly below the average estimate of $332.14 million [4] Stock Performance - Garmin shares have returned +13.3% over the past month, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Camping World (CWH) reported revenue of $1.98 billion for the quarter ended June 2025, reflecting a year-over-year increase of 9.4% [1] - The company's EPS was $0.57, up from $0.38 in the same quarter last year, although it fell short of the consensus estimate of $0.58 by 1.72% [1] - The revenue exceeded the Zacks Consensus Estimate of $1.88 billion by 5.04% [1] Financial Performance Metrics - New vehicle unit sales reached 26,696, surpassing the average estimate of 22,432 [4] - Used vehicle unit sales were 18,906, exceeding the average estimate of 18,170 [4] - Average gross profit per unit for used vehicles was $6,190, higher than the average estimate of $5,851.75 [4] - Average selling price for used vehicles was $30,269, compared to the average estimate of $30,005.27 [4] - Average gross profit per unit for new vehicles was $4,729, below the average estimate of $5,320.90 [4] Revenue Breakdown - Revenue from RV and Outdoor Retail products, services, and other was $222.89 million, below the average estimate of $241.07 million, representing a year-over-year decline of 5.5% [4] - Revenue from RV and Outdoor Retail finance and insurance was $201.2 million, exceeding the average estimate of $185.26 million, with a year-over-year increase of 12.4% [4] - Revenue from RV and Outdoor Retail used vehicles was $572.27 million, surpassing the average estimate of $539.28 million, reflecting a year-over-year increase of 19% [4] - Revenue from RV and Outdoor Retail new vehicles was $915.11 million, exceeding the average estimate of $854.12 million, with a year-over-year increase of 8% [4] - Total revenue from RV and Outdoor Retail was $1.92 billion, above the average estimate of $1.82 billion, representing a year-over-year increase of 9.6% [4] - Revenue from the Good Sam Club was $10.27 million, below the average estimate of $11.32 million, indicating a year-over-year decline of 7.6% [4] - Revenue from Good Sam Services and Plans was $54.21 million, slightly below the average estimate of $55.21 million, reflecting a year-over-year increase of 3.2% [4] Stock Performance - Shares of Camping World have returned +4.1% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Insights - UnitedHealth Group reported $111.62 billion in revenue for Q2 2025, a year-over-year increase of 12.9% [1] - The EPS for the same period was $4.08, down from $6.80 a year ago, representing a surprise of -15.7% compared to the consensus estimate of $4.84 [1] Financial Performance - The reported revenue exceeded the Zacks Consensus Estimate of $111.55 billion by 0.06% [1] - The company’s stock has returned -9.6% over the past month, underperforming the Zacks S&P 500 composite's +3.6% change [3] Key Operating Metrics - Medical Care Ratio was reported at 89.4%, slightly above the average estimate of 88.6% [4] - UnitedHealthcare served 8.44 million risk-based customers, slightly below the average estimate of 8.48 million [4] - Total community and senior customers served were 20.15 million, compared to the average estimate of 20.28 million [4] Revenue Breakdown - Investment and other income was $1.11 billion, exceeding the average estimate of $1.03 billion, with a year-over-year change of +11.1% [4] - Products revenue was $13.56 billion, matching the average estimate, with a year-over-year change of +11.1% [4] - Services revenue was $9.04 billion, below the average estimate of $9.37 billion, with a year-over-year change of +3.3% [4] - Premiums revenue reached $87.91 billion, surpassing the average estimate of $87.23 billion, reflecting a +14.3% year-over-year change [4] - Optum Insight revenue was $4.83 billion, below the average estimate of $5.17 billion, with a +6.3% year-over-year change [4] - Optum Rx revenue was $38.46 billion, exceeding the average estimate of $36.43 billion, with an +18.7% year-over-year change [4] - Optum Health revenue was $25.21 billion, below the average estimate of $26.88 billion, reflecting a -6.8% year-over-year change [4] - Total revenue for UnitedHealthcare was $86.1 billion, surpassing the average estimate of $84.75 billion, with a +16.6% year-over-year change [4]

Core Insights - Johnson Controls (JCI) reported a revenue of $6.05 billion for the quarter ended June 2025, reflecting a year-over-year decline of 16.3% and an EPS of $1.05 compared to $1.14 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $5.99 billion, resulting in a surprise of +1.09%, while the EPS also surpassed the consensus estimate of $1.00 by +5% [1] Financial Performance - The company’s net sales in Building Solutions North America reached $4.04 billion, significantly higher than the $3 billion estimated by analysts, marking a year-over-year increase of +39.4% [4] - In the EMEA/LA region, net sales were reported at $1.27 billion, exceeding the average estimate of $1.11 billion, with a year-over-year change of +17.8% [4] - For the Asia Pacific region, net sales amounted to $737 million, surpassing the average estimate of $600.8 million, representing a +28.2% year-over-year increase [4] Stock Performance - Over the past month, shares of Johnson Controls have returned +5.6%, outperforming the Zacks S&P 500 composite's +3.6% 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 - Enterprise Products Partners (EPD) reported a revenue of $11.36 billion for the quarter ended June 2025, which is a decrease of 15.7% compared to the same period last year [1] - The earnings per share (EPS) for the quarter was $0.66, slightly up from $0.64 in the previous year [1] - The reported revenue fell short of the Zacks Consensus Estimate of $14.21 billion, resulting in a revenue surprise of -20.03% [1] - The company achieved an EPS surprise of +1.54%, with the consensus EPS estimate being $0.65 [1] Performance Metrics - Over the past month, shares of Enterprise Products have returned +1.6%, while the Zacks S&P 500 composite increased by +4.9% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance against the broader market in the near term [3] Key Operational Metrics - NGL Pipelines & Services reported NGL fractionation volumes of 1,667 million barrels of oil per day, exceeding the analyst estimate of 1,643.35 million barrels [4] - Fee-based natural gas processing volumes were 7,266 million barrels of oil per day, slightly above the estimate of 7,193.4 million barrels [4] - NGL pipeline transportation volumes were 4,562 million barrels of oil per day, below the estimate of 4,655.69 million barrels [4] - Natural gas transportation volumes reached 20,405 BBtu/D, surpassing the estimate of 20,257.19 BBtu/D [4] - Gross operating margin for NGL Pipelines & Services was $1.3 billion, lower than the estimated $1.42 billion [4] - Gross operating margin for Petrochemical & Refined Products Services was $354 million, below the estimate of $371.52 million [4] - Gross operating margin for Natural Gas Pipelines & Services was $417 million, exceeding the estimate of $335.23 million [4] - Gross operating margin for Crude Oil Pipelines & Services was $403 million, slightly above the estimate of $384.81 million [4]

Keurig Dr Pepper, Inc (KDP) reported $4.16 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 6.1%. EPS of $0.49 for the same period compares to $0.45 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $4.14 billion, representing a surprise of +0.65%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.49.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...

Core Insights - Union Pacific reported revenue of $6.15 billion for the quarter ended June 2025, reflecting a 2.5% increase year-over-year and a surprise of +0.72% over the Zacks Consensus Estimate of $6.11 billion [1] - Earnings per share (EPS) reached $3.03, up from $2.74 in the same quarter last year, surpassing the consensus EPS estimate of $2.89 by +4.84% [1] Financial Performance Metrics - Operating Ratio was reported at 59%, slightly better than the five-analyst average estimate of 59.5% [4] - Average revenue per car for Bulk was $3,659, compared to the four-analyst average estimate of $3,700.32 [4] - Revenue Carloads for Bulk were 519 thousand, exceeding the average estimate of 493.75 thousand [4] - Average revenue per car for Industrial Products was $3,885, slightly below the average estimate of $3,891.73 [4] - Freight Revenues for Bulk totaled $1.9 billion, surpassing the average estimate of $1.83 billion, marking a +10.5% year-over-year change [4] - Operating Revenues from Other revenues were $311 million, below the average estimate of $335.95 million, reflecting a -15.7% year-over-year change [4] - Freight Revenues for Industrial Products reached $2.21 billion, slightly above the average estimate of $2.18 billion, with a +4.2% year-over-year change [4] - Freight Revenues for Premium were $1.73 billion, matching the average estimate, but down -3.6% compared to the year-ago quarter [4] - Total Freight Revenues were $5.84 billion, exceeding the average estimate of $5.76 billion, with a +3.6% year-over-year change [4] - Freight Revenues for Forest products were $340 million, slightly below the average estimate of $341.76 million, reflecting a -0.6% year-over-year change [4] - Freight Revenues for Energy & specialized markets were $665 million, below the average estimate of $699.68 million, with a +1.1% year-over-year change [4] - Freight Revenues for Intermodal were $1.1 billion, slightly below the average estimate of $1.12 billion, down -3.3% compared to the year-ago quarter [4] Stock Performance - Union Pacific shares returned +1.9% over the past month, while the Zacks S&P 500 composite increased by +5.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Shares of Farmers National have returned +4.2% over the past month versus the Zacks S&P 500 composite's +5.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Efficiency Ratio: 56.7% versus the two-analyst average estimate of 60.2%. Net Interest Margin: 2.9% versus the two-analyst average estimate of 2.9%. Average Earning Assets [$M]: $4.89 billion compared to the $4.91 billion average estimate based on two analysts. T ...

Core Insights - Crown Holdings reported revenue of $3.15 billion for the quarter ended June 2025, reflecting a year-over-year increase of 3.6% and a surprise of +0.39% over the Zacks Consensus Estimate of $3.14 billion [1] - The company's EPS for the quarter was $2.15, up from $1.81 in the same quarter last year, resulting in an EPS surprise of +15.59% compared to the consensus estimate of $1.86 [1] Revenue Performance - External Sales in the Americas Beverage segment reached $1.41 billion, exceeding the average estimate of $1.38 billion, with a year-over-year change of +6% [4] - European Beverage segment sales were reported at $635 million, surpassing the average estimate of $621.2 million, marking a year-over-year increase of +13.4% [4] - Transit Packaging segment sales were $526 million, slightly below the average estimate of $529.17 million, reflecting a year-over-year decline of -4.4% [4] - Other segments reported sales of $327 million, in line with the average estimate of $327.53 million, showing a year-over-year increase of +3.8% [4] - Asia Pacific sales were $256 million, falling short of the average estimate of $298.86 million, representing a year-over-year decrease of -11.7% [4] Segment Income Analysis - Segment Income for the Americas Beverage was $268 million, exceeding the average estimate of $241.66 million [4] - European Beverage segment income was reported at $97 million, slightly below the average estimate of $98.9 million [4] - Corporate and other segments reported a loss of $46 million, worse than the average estimate of $-41 million [4] - Transit Packaging segment income was $72 million, above the average estimate of $65.57 million [4] - Other segments reported income of $35 million, significantly higher than the average estimate of $20.42 million [4] - Asia Pacific segment income was $50 million, below the average estimate of $55.65 million [4] Stock Performance - Crown Holdings' shares returned +2.5% over the past month, compared to the Zacks S&P 500 composite's +5.4% 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 - Nvidia reported $44.06 billion in revenue for the quarter ended April 2025, marking a year-over-year increase of 69.2% and exceeding the Zacks Consensus Estimate of $42.91 billion by 2.67% [1] - The company's EPS for the same period was $0.81, compared to $0.61 a year ago, although it fell short of the consensus estimate of $0.85 by 4.71% [1] Revenue Breakdown - OEM and Other revenue was $111 million, below the estimated $118.18 million, but showed a year-over-year increase of 42.3% [4] - Automotive revenue reached $567 million, slightly below the $578 million estimate, with a year-over-year growth of 72.3% [4] - Professional Visualization revenue was $509 million, in line with the $506.35 million estimate, reflecting a 19.2% year-over-year increase [4] - Data Center revenue was $39.11 billion, surpassing the $38.50 billion estimate, with a significant year-over-year increase of 73.4% [4] - Gaming revenue was reported at $3.76 billion, exceeding the $2.80 billion estimate, representing a 42.2% year-over-year growth [4] - Data Center Networking revenue was $4.96 billion, significantly above the $3.34 billion estimate [4] - Data Center Computer revenue was $34.16 billion, slightly below the $35.97 billion estimate [4] Stock Performance - Nvidia's shares have returned +24.3% over the past month, outperforming the Zacks S&P 500 composite's +7.4% 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]