Core Insights - Scotts Miracle-Gro reported $1.19 billion in revenue for the quarter ended June 2025, reflecting a year-over-year decline of 1.2% [1] - The company's EPS for the same period was $2.59, an increase from $2.31 a year ago, indicating an EPS surprise of +18.26% compared to the consensus estimate of $2.19 [1] Revenue Performance - U.S. Consumer net sales were $1.03 billion, slightly below the estimated $1.07 billion, but showed a year-over-year increase of +1.3% [4] - Other net sales reached $126.6 million, exceeding the estimated $114.45 million, with a year-over-year increase of +8.2% [4] - Hawthorne segment net sales were $31.2 million, significantly below the estimated $44.53 million, representing a year-over-year decline of -53.9% [4] Segment Profit Analysis - U.S. Consumer segment profit (Non-GAAP) was $235.5 million, surpassing the average estimate of $194.79 million [4] - Other segment profit (Non-GAAP) was $16.8 million, exceeding the average estimate of $5.79 million [4] - Corporate segment loss (Non-GAAP) was $-28 million, which was better than the average estimate of $-31.49 million [4] Stock Performance - Scotts shares returned +1.1% over the past month, compared to the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - DTE Energy reported a significant decline in revenue for the quarter ended June 2025, with a total revenue of -$999 million, marking a year-over-year decline of 134.8% [1] - The company's earnings per share (EPS) for the same period was $1.36, down from $1.43 a year ago, with an EPS surprise of -0.73% compared to the consensus estimate of $1.37 [1] Financial Performance Metrics - DTE Electric Deliveries were reported at 9,582 MWh, below the two-analyst average estimate of 10,035 MWh [4] - DTE Electric Sales for interconnection were 3,083 MWh, exceeding the two-analyst average estimate of 2,536.08 MWh [4] - Total DTE Electric Sales reached 12,665 MWh, slightly above the two-analyst average estimate of 12,571.21 MWh [4] - Total Gas Operating Revenue was $316 million, below the three-analyst average estimate of $336.95 million, but represented a year-over-year increase of 9.3% [4] - Operating Revenues from Non-Utility Operations (DTE Vantage) were $169 million, lower than the estimated $194.21 million, reflecting a year-over-year decline of 6.6% [4] - Utility Operations for Gas reported $316 million, with a year-over-year increase of 9.3%, but below the average estimate of $352.06 million [4] - Operating Revenues from Non-Utility Operations in Energy Trading were $1.32 billion, significantly exceeding the average estimate of $883.75 million, with a year-over-year increase of 58.2% [4] - Total Electric Operating Revenues were $1.69 billion, surpassing the $1.6 billion average estimate, representing a year-over-year change of 4.3% [4] - Utility Operations for Electric reported $1.68 billion, above the two-analyst average estimate of $1.56 billion, with a year-over-year increase of 4.4% [4] - Non-Utility Operations for Electric were $4 million, slightly below the average estimate of $4.22 million, reflecting a year-over-year decline of 20% [4] - Total Non-Utility Operations revenue was $1.44 billion, exceeding the average estimate of $1.07 billion, with a year-over-year increase of 44.6% [4] - Utility Operations overall reported $1.98 billion, above the two-analyst average estimate of $1.94 billion, with a year-over-year increase of 5.3% [4] Stock Performance - DTE Energy shares have returned +3.7% over the past month, slightly 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 - Landstar System (LSTR) reported revenue of $1.21 billion for the quarter ended June 2025, reflecting a year-over-year decline of 1.1% and an EPS of $1.20, down from $1.48 in the same quarter last year [1] - The reported revenue was in line with the Zacks Consensus Estimate, showing a surprise of +0.39%, while the EPS exceeded the consensus estimate by +3.45% [1] Financial Performance Metrics - Revenue per load for Ocean and air cargo carriers was $6,826, below the average estimate of $7,836.56 [4] - Revenue per load for Rail Intermodal was $2,817, compared to the average estimate of $3,011.45 [4] - Total number of loads was 515,770, slightly below the average estimate of 517,459 [4] - Truck Transportation revenue was $1.12 billion, exceeding the average estimate of $1.1 billion, representing a year-over-year increase of +1.1% [4] - Revenue from Ocean and air cargo carriers was $50.79 million, significantly lower than the average estimate of $67.92 million, marking a year-over-year decline of -28.8% [4] - Investment income was reported at $3.73 million, surpassing the average estimate of $3.04 million, with a year-over-year increase of +2.1% [4] Stock Performance - Over the past month, Landstar shares returned +1.6%, while the Zacks S&P 500 composite increased by +3.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - United Parcel Service, Inc. (UPS) reported mixed second-quarter 2025 results, with earnings missing estimates but revenues exceeding expectations [1][7] - Quarterly earnings per share were $1.55, missing the Zacks Consensus Estimate by a penny and declining 13.4% year over year [1][7] - Revenues totaled $21.2 billion, surpassing the Zacks Consensus Estimate of $20.8 billion but decreasing 2.7% year over year [1][7] Financial Performance - U.S. Domestic Package revenues were $14.08 billion, down 0.8% year over year, attributed to a decline in volume, partially offset by increases in air cargo and revenue per piece [3] - International Package revenues reached $4.48 billion, up 2.6% year over year, driven by a 3.9% increase in average daily volume [4] - Supply Chain Solutions revenues decreased 18.3% year over year to $2.65 billion, impacted by the divestiture of Coyote [5] Operating Profit and Margins - Adjusted operating profit for U.S. Domestic Package fell 1.4% year over year to $982 million, with an adjusted operating margin of 7% [3] - Adjusted operating profit for International Package totaled $682 million, down 17.2% year over year, with an adjusted operating margin of 15.2% [4] - Overall adjusted operating margin for UPS was 8.8% [5] Guidance and Outlook - UPS did not provide revenue or operating profit guidance for 2025 due to macro-economic uncertainty, which has disappointed investors [2][7] - The company affirmed capital expenditures of approximately $3.5 billion, dividend payments of around $5.5 billion, and completed share repurchases of about $1.0 billion [6] - UPS expects to achieve $3.5 billion in expense reductions from network reconfiguration and Efficiency Reimagined initiatives [6]

Core Insights - Brown & Brown, Inc. (BRO) reported adjusted earnings of $1.03 per share for Q2 2025, exceeding the Zacks Consensus Estimate by 4% and reflecting a year-over-year increase of 10.8% [1][9] - The company's total revenues reached $1.3 billion, surpassing the Zacks Consensus Estimate by 0.7% and showing a 9.1% year-over-year growth, primarily driven by a 7.7% increase in commission and fees [2][9] - Adjusted EBITDAC rose to $471 million, a 12.1% increase year over year, with EBITDAC margin expanding by 100 basis points to 36.7% [3][9] Revenue and Earnings Details - Commission and fees totaled $1.2 billion, growing 7.7% year over year, while organic revenues improved by 3.6% to $1.2 billion [2][9] - Investment income increased to $36 million, significantly above the Zacks Consensus Estimate of $18.6 million [3] Expense and Financial Update - Total expenses rose by 17.1% year over year to $974 million, driven by higher employee compensation and other operating costs [4] - As of June 30, 2025, the company had cash and cash equivalents of $8.9 billion, a more than 13-fold increase from the end of 2024, while long-term debt increased by 107.5% to $7.5 billion [5] Dividend Information - The board of directors approved a quarterly cash dividend of 15 cents per share, scheduled for payment on August 20, 2025 [6] Industry Performance Comparison - First American Financial (FAF) reported operating income per share of $1.53 for Q2 2025, beating estimates by 9.3% and showing a 20.5% year-over-year increase [8] - Chubb Limited (CB) reported core operating income of $6.14 per share, exceeding estimates by 4.2% with a 14.1% year-over-year increase [11] - Kinsale Capital Group (KNSL) delivered net operating earnings of $4.78 per share, surpassing estimates by 8.4% and reflecting a 27.5% year-over-year increase [12]

Here is how Halliburton performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: View all Key Company Metrics for Halliburton here>>> While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a cru ...

Core Insights - Aon reported $4.16 billion in revenue for Q2 2025, a year-over-year increase of 10.5% and an EPS of $3.49 compared to $2.93 a year ago, exceeding both revenue and EPS consensus estimates [1] Financial Performance - The revenue surprise was +0.72% over the Zacks Consensus Estimate of $4.13 billion, while the EPS surprise was +2.65% over the consensus estimate of $3.40 [1] - Aon's stock has returned +0.9% over the past month, underperforming the Zacks S&P 500 composite's +4.6% change [3] Organic Revenue Growth by Segment - Commercial Risk Solutions: 6% organic revenue growth versus an estimated 4.6% [4] - Reinsurance Solutions: 6% organic revenue growth versus an estimated 4.4% [4] - Wealth Solutions: 3% organic revenue growth versus an estimated 4.5% [4] - Consolidated: 6% organic revenue growth versus an estimated 4.9% [4] - Health Solutions: 6% organic revenue growth versus an estimated 5.4% [4] Revenue by Segment - Reinsurance Solutions revenue: $688 million, exceeding the estimate of $665.04 million, representing an +8.4% year-over-year change [4] - Health Solutions revenue: $772 million, exceeding the estimate of $749.67 million, representing a +16.6% year-over-year change [4] - Wealth Solutions revenue: $519 million, below the estimate of $549.51 million, representing a +12.1% year-over-year change [4] - Commercial Risk Solutions revenue: $2.18 billion, slightly above the estimate of $2.17 billion, representing an +8.1% year-over-year change [4]

Core Insights - Byline Bancorp reported $110.45 million in revenue for Q2 2025, an 11.2% year-over-year increase, with an EPS of $0.75 compared to $0.68 a year ago, exceeding the Zacks Consensus Estimate of $107.45 million by 2.8% and delivering an EPS surprise of 11.94% [1] Financial Performance Metrics - Efficiency Ratio: 52.6% compared to the three-analyst average estimate of 53.7% [4] - Net Interest Margin: 4.2% versus the three-analyst average estimate of 4.1% [4] - Average Balance of Total Interest-Earning Assets: $9.21 billion compared to the $9.14 billion average estimate based on two analysts [4] - Net Charge-Offs of Loans and Leases: 0.4%, matching the two-analyst average estimate [4] - Net Interest Income: $95.97 million compared to the $92.54 million estimated by three analysts [4] - Net Gains on Sales of Loans: $5.41 million compared to the $5.06 million average estimate based on three analysts [4] - Total Non-Interest Income: $14.48 million compared to the $15.42 million average estimate based on three analysts [4] - Fees and Service Charges on Deposits: $2.63 million versus $2.88 million estimated by two analysts [4] - Wealth Management and Trust Income: $1.07 million compared to the $1.12 million average estimate based on two analysts [4] - ATM and Interchange Fees: $1.06 million versus $1.09 million estimated by two analysts [4] Stock Performance - Byline Bancorp shares returned +7.6% over the past month, outperforming the Zacks S&P 500 composite's +5.7% change, with a Zacks Rank 2 (Buy) indicating potential for near-term outperformance [3]

Core Insights - Healthpeak reported revenue of $694.35 million for the quarter ended June 2025, reflecting a year-over-year decline of 0.2% and a slight miss of 0.03% against the Zacks Consensus Estimate of $694.58 million [1] - The company achieved an EPS of $0.46, which is an increase from $0.21 a year ago, aligning with the consensus EPS estimate [1] - Healthpeak's stock has returned +10.1% over the past month, outperforming the Zacks S&P 500 composite's +5.7% change, but currently holds a Zacks Rank 4 (Sell) indicating potential underperformance in the near term [3] Revenue Breakdown - Interest income and other revenues were reported at $15.81 million, slightly below the three-analyst average estimate of $15.85 million, with a year-over-year increase of +101.8% [4] - Rental and related revenues amounted to $529.69 million, missing the two-analyst average estimate of $538.95 million, showing a year-over-year decline of -3.1% [4] - Resident fees and services generated $148.86 million, also below the two-analyst average estimate of $150.98 million, but reflecting a year-over-year increase of +5.7% [4] - Net Earnings per Share (Diluted) were reported at $0.05, compared to the $0.07 average estimate based on four analysts [4]

Core Insights - Associated Banc-Corp reported revenue of $366.98 million for the quarter ended June 2025, reflecting a year-over-year increase of 12.7% [1] - The company's EPS was $0.65, up from $0.52 in the same quarter last year, exceeding the consensus estimate of $0.62 by 4.84% [1] - The revenue surpassed the Zacks Consensus Estimate of $362.81 million, resulting in a surprise of +1.15% [1] Financial Metrics - Total earning assets averaged $40.07 billion, exceeding the average estimate of $39.56 billion [4] - Net Interest Margin remained stable at 3%, matching the average estimate [4] - Annualized year-to-date net charge offs to average loans were 0.2%, consistent with analyst estimates [4] - Total nonperforming assets were reported at $148.17 million, lower than the estimated $161.65 million [4] - Adjusted efficiency ratio was 57.2%, slightly above the average estimate of 56.4% [4] - Net Interest Income (FTE) was $304.23 million, surpassing the average estimate of $296.03 million [4] - Bank and corporate owned life insurance revenue was $4.14 million, below the estimate of $4.33 million [4] - Capital markets net revenue was $5.77 million, exceeding the average estimate of $4.36 million [4] - Mortgage banking net revenue was $4.21 million, above the estimated $3.74 million [4] - Card-based fees were reported at $11.2 million, slightly higher than the estimate of $11.03 million [4] - Service charges and deposit accounts fees reached $13.15 million, exceeding the average estimate of $12.92 million [4] - Wealth management fees were $23.03 million, above the estimated $22.43 million [4] Stock Performance - Shares of Associated Banc-Corp have returned +8% over the past month, outperforming the Zacks S&P 500 composite's +5.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]