Core Viewpoint - Nabors Industries reported a quarterly loss of $2.71 per share, which was worse than the Zacks Consensus Estimate of a loss of $2.05, but an improvement from a loss of $4.29 per share a year ago [1] Financial Performance - The company posted revenues of $832.79 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 0.18% and showing an increase from $734.8 million in the same quarter last year [2] - Over the last four quarters, Nabors has not surpassed consensus EPS estimates, indicating ongoing challenges in meeting market expectations [2] Stock Performance - Nabors shares have declined approximately 38.3% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), suggesting it is expected to underperform the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$2.00 on revenues of $845.35 million, and for the current fiscal year, it is -$3.53 on revenues of $3.27 billion [7] - The trend of estimate revisions for Nabors has been unfavorable leading up to the earnings release, which may impact future stock performance [6] Industry Context - The Oil and Gas - Drilling industry, to which Nabors belongs, is currently ranked in the bottom 5% of over 250 Zacks industries, indicating a challenging environment for companies in this sector [8]

Company Performance - Amedisys reported quarterly earnings of $1.54 per share, exceeding the Zacks Consensus Estimate of $1.39 per share, and up from $1.32 per share a year ago, representing an earnings surprise of +10.79% [1] - The company posted revenues of $621.86 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.00%, compared to year-ago revenues of $591.19 million [2] - Over the last four quarters, Amedisys has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2] Stock Outlook - Amedisys shares have increased approximately 6.7% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The current consensus EPS estimate for the upcoming quarter is $1.12 on revenues of $614.59 million, and for the current fiscal year, it is $4.90 on revenues of $2.45 billion [7] - The estimate revisions trend for Amedisys was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Medical - Outpatient and Home Healthcare industry, to which Amedisys belongs, is currently in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Company Performance - Kadant reported quarterly earnings of $2.31 per share, exceeding the Zacks Consensus Estimate of $1.94 per share, but down from $2.81 per share a year ago [1] - The earnings surprise for the quarter was +19.07%, following a previous surprise of +6.6% when actual earnings were $2.1 per share against an expectation of $1.97 [2] - The company achieved revenues of $255.27 million for the quarter, surpassing the Zacks Consensus Estimate by 3.66%, but down from $274.77 million year-over-year [3] Market Performance - Kadant shares have declined approximately 0.3% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [4] - The current Zacks Rank for Kadant is 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is $2.64 on revenues of $273.82 million, and for the current fiscal year, it is $9.12 on revenues of $1.03 billion [8] - The outlook for the Manufacturing - General Industrial industry, where Kadant operates, is currently in the top 11% of over 250 Zacks industries, suggesting a favorable environment for performance [9]

Core Insights - O-I Glass reported quarterly earnings of $0.53 per share, exceeding the Zacks Consensus Estimate of $0.41 per share, and showing an increase from $0.44 per share a year ago, resulting in an earnings surprise of +29.27% [1] - The company generated revenues of $1.71 billion for the quarter ended June 2025, slightly missing the Zacks Consensus Estimate by 0.52%, and down from $1.73 billion year-over-year [2] - O-I Glass shares have appreciated approximately 32.8% year-to-date, significantly outperforming the S&P 500's gain of 8.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.48 on revenues of $1.67 billion, while for the current fiscal year, the estimate is $1.40 on revenues of $6.48 billion [7] - The estimate revisions trend for O-I Glass was favorable prior to the earnings release, leading to a Zacks Rank 1 (Strong Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Glass Products industry, to which O-I Glass belongs, is currently ranked in the top 1% of over 250 Zacks industries, suggesting a strong performance potential compared to lower-ranked industries [8]

Company Performance - Landstar System (LSTR) reported quarterly earnings of $1.2 per share, exceeding the Zacks Consensus Estimate of $1.16 per share, but down from $1.48 per share a year ago, indicating an earnings surprise of +3.45% [1] - The company posted revenues of $1.21 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.39%, but down from $1.23 billion year-over-year [2] - Over the last four quarters, Landstar has surpassed consensus EPS estimates just once and topped consensus revenue estimates three times [2] Stock Performance - Landstar shares have declined approximately 17.8% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The current consensus EPS estimate for the upcoming quarter is $1.35 on revenues of $1.24 billion, and for the current fiscal year, it is $4.86 on revenues of $4.85 billion [7] Industry Outlook - The Transportation - Truck industry, to which Landstar belongs, is currently ranked in the bottom 13% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Landstar's stock performance [5][6]

Company Performance - Penumbra reported quarterly earnings of $0.86 per share, exceeding the Zacks Consensus Estimate of $0.81 per share, and up from $0.64 per share a year ago, representing an earnings surprise of +6.17% [1] - The company posted revenues of $339.46 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.54%, and an increase from $299.4 million year-over-year [2] - Over the last four quarters, Penumbra has consistently surpassed consensus EPS and revenue estimates [2] Stock Outlook - Penumbra shares have declined approximately 3.1% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The company's current Zacks Rank is 3 (Hold), indicating expected performance in line with the market in the near future [6] - The consensus EPS estimate for the upcoming quarter is $0.96 on revenues of $341.93 million, and for the current fiscal year, it is $3.72 on $1.35 billion in revenues [7] Industry Context - The Medical - Instruments industry, to which Penumbra belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Penumbra's stock performance [5]

Core Viewpoint - Electronic Arts (EA) reported quarterly earnings of $0.25 per share, exceeding the Zacks Consensus Estimate of $0.1 per share, but down from $0.52 per share a year ago, indicating a significant earnings surprise of +150.00% [1][2] Financial Performance - EA's revenues for the quarter ended June 2025 were $1.3 billion, surpassing the Zacks Consensus Estimate by 4.65% and showing a year-over-year increase from $1.26 billion [2] - Over the last four quarters, EA has exceeded consensus EPS estimates three times and has also topped consensus revenue estimates three times [2] Stock Performance and Outlook - EA shares have increased approximately 3.9% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The future performance of EA's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $2.08 on revenues of $1.99 billion, and for the current fiscal year, it is $8.22 on revenues of $7.88 billion [7] - The estimate revisions trend for EA was favorable prior to the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The gaming industry, to which EA belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a positive outlook compared to the bottom 50% [8] - The performance of EA's stock may also be influenced by the overall industry outlook, as empirical research indicates a strong correlation between near-term stock movements and earnings estimate revisions [5][8]

Group 1: Earnings Performance - PPG Industries reported quarterly earnings of $2.22 per share, matching the Zacks Consensus Estimate, but down from $2.5 per share a year ago [1] - The company had revenues of $4.2 billion for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 1.53%, but down from $4.79 billion year-over-year [2] - PPG Industries has surpassed consensus EPS estimates only once in the last four quarters [1] Group 2: Stock Performance and Outlook - PPG Industries shares have declined approximately 4.6% year-to-date, contrasting with the S&P 500's gain of 8.6% [3] - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $2.12 for the next quarter and $7.89 for the current fiscal year [4][7] - The Zacks Rank for PPG Industries is currently 3 (Hold), indicating expected performance in line with the market [6] Group 3: Industry Context - The Chemical - Specialty industry, to which PPG Industries belongs, is currently ranked in the bottom 40% of over 250 Zacks industries, which may negatively impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5]

Starbucks (SBUX) came out with quarterly earnings of $0.5 per share, missing the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.93 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of -23.08%. A quarter ago, it was expected that this coffee chain would post earnings of $0.49 per share when it actually produced earnings of $0.41, delivering a surprise of -16.33%. Over the last four quarters, the compa ...

Booking Holdings (BKNG) came out with quarterly earnings of $55.4 per share, beating the Zacks Consensus Estimate of $50.91 per share. This compares to earnings of $41.9 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +8.82%. A quarter ago, it was expected that this online booking service would post earnings of $17.25 per share when it actually produced earnings of $24.81, delivering a surprise of +43.83%.Over the last four qu ...