Core Insights - RBC Bearings Incorporated reported adjusted earnings of $2.84 per share for Q1 fiscal 2026, exceeding the Zacks Consensus Estimate of $2.74, and reflecting an 11.8% increase from the previous year's adjusted earnings of $2.54 per share, driven by higher revenues [1][10] Revenue Details - RBC Bearings' revenues reached $436 million, marking a 7.3% year-over-year increase and surpassing the Zacks Consensus Estimate of $432 million [2] - The company ended the quarter with a backlog of $1.02 billion, up from $940.7 million at the end of Q4 fiscal 2025 [2] Segmental Performance - Industrial segment revenues were $271.4 million, accounting for 62.2% of total revenues, and increased by 5.5% year over year, exceeding the consensus estimate of $265 million [3] - Aerospace/Defense segment revenues totaled $164.6 million, representing 37.8% of total revenues, and grew by 10.4% year over year, slightly below the consensus estimate of $167 million [4] Margin Profile - Cost of sales rose by 8.3% year over year to $240.8 million, while gross profit increased by 6.1% to $195.2 million, resulting in a gross margin contraction of 50 basis points to 44.8% [5] - Adjusted gross margin improved by 20 basis points to 45.4% [5] - Selling, general and administrative expenses (SG&A) were $73.9 million, up 9.2% year over year, with adjusted EBITDA rising 5.6% to $141.5 million, leading to an adjusted EBITDA margin of 32.5%, down 50 basis points year over year [5] Operating Income and Interest Expenses - Adjusted operating income increased by 8% year over year to $105.3 million, with an adjusted margin of 24.2%, up 20 basis points [6] - Net interest expenses decreased to $12.2 million from $17.2 million in the same quarter last year [6] Balance Sheet and Cash Flow - At the end of Q1 fiscal 2026, RBC had cash and cash equivalents of $132.9 million, significantly up from $36.8 million at the end of fiscal 2025 [7] - Long-term debt decreased to $913.8 million from $918.4 million at the end of fiscal 2025 [7] - The company generated net cash of $120 million from operating activities, a 23.2% increase year over year, while capital expenditure rose by 73% to $15.7 million [8] Outlook - For Q2 fiscal 2026, management forecasts revenues between $445 million and $455 million, indicating an increase of 11.8% to 14.4% from the prior-year figure of $397.9 million [11] - Gross margin is expected to be in the range of 44% to 44.25%, with SG&A as a percentage of net sales projected between 17% and 17.25% [11]

Core Insights - TransUnion (TRU) reported strong second-quarter 2025 results, with earnings and revenues exceeding the Zacks Consensus Estimate [1][10] - Despite the earnings beat, TRU's stock price has not shown significant movement since the results were released on July 24 [1] Financial Performance - TRU's adjusted earnings per share (EPS) of $1.08 surpassed the consensus estimate by 9.1% and increased by 9.1% year-over-year [2] - Total revenues reached $1.1 billion, exceeding the consensus mark by 3.7% and rising 9.5% from the previous year [2] - Adjusted EBITDA was $407 million, reflecting an 8% year-over-year growth and beating the estimate of $383.9 million [7] Revenue Breakdown - U.S. Markets segment revenues were $890 million, a 10% increase year-over-year, surpassing the estimate of $833.5 million [3] - Financial Services within the U.S. Markets segment saw revenues of $420 million, up 17% from the year-ago quarter [3] - International segment revenues increased 7% year-over-year to $253 million, though it missed the expectation of $258.3 million [4] Regional Performance - Revenues from Canada were $42 million, up 9% year-over-year, exceeding the projection of $41 million [4] - Revenues from India increased 5% to $67 million but fell short of the estimate of $72.9 million [5] - Revenues from the U.K. were $67 million, up 19% year-over-year, surpassing the estimated figure of $60.2 million [6] Guidance and Outlook - For Q3 2025, TRU raised revenue guidance to $1.115-$1.135 billion, slightly below the Zacks Consensus Estimate of $1.13 billion [11] - Adjusted EPS guidance was increased to 99 cents-$1.04, with the Zacks Consensus Estimate at $1.04 [12] - For the full year 2025, revenue guidance was raised to $4.43-$4.47 billion, aligning with the Zacks Consensus Estimate [13]

Core Insights - Mastercard reported better-than-expected second-quarter financial results with net revenues of $8.13 billion, a 17% year-over-year increase, surpassing the analyst consensus estimate of $7.95 billion [1] - Adjusted EPS rose 16% year-over-year to $4.15, exceeding the analyst consensus estimate of $4.02 [1] Revenue Growth Expectations - Mastercard expects net revenue growth in the high teens for the third quarter, compared to the analyst consensus estimate of $8.29 billion [2] - For fiscal 2025, the company anticipates high-end mid-teens revenue growth, up from prior low teen-digit revenue growth, against the analyst consensus estimate of $31.96 billion [2] Stock Performance and Analyst Ratings - Following the earnings announcement, Mastercard shares fell 1% to trade at $560.72 [2] - Analysts have adjusted their price targets for Mastercard, with Keybanc raising it from $635 to $660, Wells Fargo from $625 to $650, Morgan Stanley from $639 to $661, and RBC Capital from $650 to $656, all maintaining an Overweight or Outperform rating [4]

Group 1: CRA International, Inc. (CRAI) Q2 2025 Results - CRAI reported adjusted EPS of $1.88, exceeding the Zacks Consensus Estimate by 2.7% and reflecting a year-over-year increase of 2.7% [1][9] - Revenues reached $186.9 million, surpassing the consensus mark by 4% and showing a 9% increase from the previous year [1][9] - The company achieved a utilization rate of 76%, despite a 3.2% decrease in headcount year-over-year [2] Group 2: Financial Metrics - Non-GAAP EBITDA rose 4.4% year-over-year to $23.3 million, with the non-GAAP EBITDA margin improving by 60 basis points to 12.4% [2][9] - CRAI ended Q2 with cash and cash equivalents of $19.5 million, down from $26.7 million at the end of Q4 2024, while generating $74 million from operating activities [3] Group 3: 2025 Outlook - CRAI raised its 2025 constant-currency revenue guidance to a range of $730 million to $745 million, compared to the previous range of $715 million to $735 million [4] - The Zacks Consensus Estimate for 2025 revenue is $723.2 million, with an expected non-GAAP EBITDA margin of 12.3% to 13% [4]

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Core Insights - Forrester Research reported a revenue of $111.66 million for the quarter ended June 2025, reflecting a year-over-year decline of 8.3% and an EPS of $0.51 compared to $0.68 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $109.95 million by 1.55%, while the EPS surpassed the consensus estimate of $0.50 by 2% [1] Revenue Breakdown - Research revenue was $77.93 million, exceeding the average estimate of $75.29 million by three analysts, but showing a year-over-year decline of 6.9% [4] - Consulting revenue reached $23.49 million, surpassing the average estimate of $22.16 million, with a year-over-year decrease of 5.3% [4] - Event revenue was reported at $10.24 million, falling short of the average estimate of $12.51 million and reflecting a significant year-over-year decline of 23.3% [4] Stock Performance - Forrester Research shares have returned -4.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of 2.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - S&P Global Inc. (SPGI) reported strong second-quarter 2025 results, with earnings and revenues exceeding expectations [1][8] - Adjusted earnings per share (EPS) reached $4.43, surpassing the Zacks Consensus Estimate by 4.2% and increasing 9.7% year over year [1][8] - Revenues totaled $3.8 billion, beating the consensus estimate by 2% and growing 5.8% year over year [1][8] Revenue Breakdown - Marketing Intelligence revenues were $1.2 billion, a 5% increase from the previous year, meeting estimates [3] - Ratings revenues rose 1% to $1.1 billion, also meeting projections [3] - Commodity Insights revenues increased 8% to $555 million, exceeding the estimate of $539.8 million [3] - Mobility and Indices segments saw significant growth, with revenues of $438 million (10% increase) and $446 million (15% increase), both surpassing projections [4] Profitability Metrics - Adjusted operating profit was $1.9 billion, reflecting a 7% year-over-year growth [4] - The adjusted operating profit margin improved to 51.4%, up 70 basis points from the previous year [4] Financial Position - At the end of Q2 2025, SPGI had cash and cash equivalents of $1.8 billion, up from $1.5 billion in the previous quarter [5] - Long-term debt remained stable at $11.4 billion [5] - The company generated $1.4 billion in cash from operating activities, with free cash flow of $1.3 billion [5] Future Outlook - SPGI raised its adjusted EPS guidance to a range of $17.00-$17.25, with a midpoint of $17.13, which is above the Zacks Consensus Estimate of $17.04 [6][8] - Revenue growth is projected at 5-7%, with capital expenditure guidance set at $180-$190 million [6]

Core Insights - Aptiv PLC (APTV) reported better-than-expected second-quarter 2025 results with adjusted earnings of $2.12 per share, beating the Zacks Consensus Estimate by 18.4% and increasing 34.2% year over year. Revenues reached $5.21 billion, surpassing the Zacks Consensus Estimate by 3.5% and rising 3.1% year over year [1][9]. Revenue Performance - Adjusted revenues improved 2% year over year, with a 1% decline in Europe, while North America and South America both grew by 3%. Asia saw a 4% increase, despite a 1% decline in China [2]. - The Electrical Distribution Systems and Engineered Components Group reported revenues of $2.21 billion and $1.72 billion, rising 7% and 6% year over year, respectively. However, the Advanced Safety and User Experience segment's revenues declined by 3% to $1.5 billion [3]. Operating Income and Cash Flow - Adjusted operating income was $628 million, up 3.6% from the previous year, with an adjusted operating income margin of 9.3%, an increase of 60 basis points year over year [3]. - The company generated $510 million in cash from operating activities in the quarter, totaling $783 million for the first half of 2025, compared to $887 million in the prior-year period [4]. Future Outlook - For Q3 2025, Aptiv expects revenues between $4.95 billion and $5.10 billion, exceeding the current Zacks Consensus Estimate of $4.91 billion. Adjusted EPS is anticipated to be between $1.6 and $1.8, slightly lower than the current estimate of $1.81 [5]. - For the full year 2025, Aptiv projects revenues between $20 billion and $20.3 billion, above the current Zacks Consensus Estimate of $19.70 billion. Adjusted EPS is expected to range from $7.3 to $7.6 per share, compared to the current estimate of $7.23 [6].

Core Insights - Huntington Ingalls Industries, Inc. (HII) reported second-quarter 2025 earnings of $3.86 per share, a decline of 11.9% from $4.38 in the prior-year quarter, but exceeded the Zacks Consensus Estimate of $3.23 by 19.5% [1] Revenue Performance - Total revenues for the quarter reached $3.08 billion, surpassing the Zacks Consensus Estimate of $2.92 billion by 5.2% and showing a year-over-year increase of 3.5% from $2.98 billion, driven by higher sales volume across all major business segments [2][9] Operational Performance - Segmental operating income was reported at $172 million, down from $203 million in the second quarter of 2024, with a segmental operating margin contraction of 120 basis points to 5.6%, primarily due to poor performance across all business segments [3] Order Backlog - HII received orders worth $11.9 billion in the second quarter of 2025, resulting in a total backlog of $56.9 billion as of June 30, 2025, compared to $48 billion as of March 31, 2024 [4] Segmental Performance - Newport News Shipbuilding: Revenues totaled $1.60 billion, up 4.4% year over year, but operating income decreased by 26.1% to $82 million due to poor performance in the Virginia-class submarine program and aircraft carrier construction [5] - Ingalls Shipbuilding: Revenues reached $724 million, a 1.7% increase year over year, with operating earnings down 3.6% to $54 million due to lower performance and contract incentives from amphibious assault ships [6] - Mission Technologies: Revenues were $791 million, up 3.4% year over year, driven by higher volumes from C5ISR and training solutions [6] Financial Update - Cash and cash equivalents as of June 30, 2025, totaled $343 million, significantly down from $831 million as of December 31, 2024 [8] - Long-term debt stood at $2.70 billion, consistent with the level at the end of 2024 [10] - Free cash flow was reported at $268 million, a significant improvement from a free cash outflow of $373 million in the prior-year period [10] 2025 Guidance - HII reaffirmed its 2025 guidance, expecting shipbuilding revenues in the range of $8.9-$9.1 billion and Mission Technologies revenues between $2.9-$3.1 billion, with an updated free cash flow projection of $500-$600 million [11]

Core Insights - PG&E Corporation reported second-quarter 2025 adjusted earnings per share (EPS) of 31 cents, missing the Zacks Consensus Estimate of 33 cents by 6.1% and matching the prior-year quarter [1][9] - Total revenues for the second quarter were $5.90 billion, down 1.5% from $5.99 billion in the same period last year, and also missing the Zacks Consensus Estimate of $6.32 billion by 6.6% [2][9] Revenue Update - PG&E's second-quarter total revenues were $5.90 billion, a decrease of 1.5% year-over-year from $5.99 billion [2] - The revenue figure fell short of the Zacks Consensus Estimate of $6.32 billion by 6.6% [2] Operational Highlights - Total operating expenses for the second quarter were $4.80 billion, down 1% from the prior-year figure [3] - Operating income was reported at $1.10 billion, compared to $1.13 billion in the previous year [3] - Interest expenses totaled $792 million, a decrease from $812 million in the prior-year quarter [3] Financial Condition - As of June 30, 2025, cash and cash equivalents were $0.49 billion, down from $0.94 billion as of December 31, 2024 [4] - Cash flow from operating activities for the first half of 2025 was $3.91 billion, an increase from $2.97 billion in the same period of 2024 [4] - Capital expenditures for the first six months totaled $5.70 billion, compared to $4.94 billion in the first half of 2024 [4] - Long-term debt as of June 30, 2025, was $54.00 billion, up from $53.57 billion as of December 31, 2024 [5] Guidance - PG&E reaffirmed its 2025 adjusted EPS guidance, expecting earnings in the range of $1.48-$1.52 per share, aligning with the Zacks Consensus Estimate of $1.50 per share [6][9] Zacks Rank - PG&E currently holds a Zacks Rank 3 (Hold) [7]