Core Viewpoint - East West Bancorp, Inc. (EWBC) reported strong second-quarter 2025 results with adjusted earnings per share (EPS) of $2.28, exceeding the Zacks Consensus Estimate of $2.23, and reflecting a 9.1% increase year-over-year [1][9] Financial Performance - Quarterly net revenues reached $703.3 million, marking a 10.3% year-over-year increase and surpassing the Zacks Consensus Estimate of $699 million [3][9] - Net interest income (NII) was $617.1 million, up 11.5% year-over-year, with net interest margin (NIM) expanding by 8 basis points to 3.35% [3][9] - Total non-interest income increased to $86.2 million, a rise of 2.4%, driven by growth in most components except for customer derivative income and lower gains on available-for-sale debt securities [4][9] - Non-interest expenses totaled $256 million, up 8.5% from the prior-year quarter, influenced by increases across most components [5][9] Asset and Deposit Growth - As of June 30, 2025, net loans held for investment (HFI) were $54.2 billion, reflecting a 1.3% sequential increase, while total deposits rose 3.1% to $65 billion [6][9] Credit Quality - Annualized quarterly net charge-offs were 0.11% of average loans HFI, down 7 basis points year-over-year, and non-performing assets decreased to $171.7 million, down 12.5% year-over-year [7][9] - The provision for credit losses was $45 million, up 21.6% from the prior-year quarter [7][9] Capital Ratios - As of June 30, 2025, the common equity Tier 1 capital ratio improved to 14.51 from 13.74 a year ago, and the total risk-based capital ratio increased to 15.82 from 15.05 [8][9] Share Repurchase - In the reported quarter, the company repurchased approximately 26 thousand shares for $2 million, with $241 million of authorization remaining available for repurchase as of June 30, 2025 [11]

Core Insights - Thermo Fisher Scientific Inc. reported second-quarter 2025 adjusted earnings per share (EPS) of $5.36, exceeding the Zacks Consensus Estimate by 2.7%, but down 0.2% year over year [1] - The company's revenues for the quarter increased by 2.9% year over year to $10.85 billion, surpassing the Zacks Consensus Estimate by 1.9% [2] - The GAAP EPS was $4.28, reflecting a 6% increase year over year [1] Revenue Breakdown - Life Sciences Solutions segment revenues increased by 6.1% year over year to $2.50 billion, exceeding the model's estimate of $2.37 billion [3] - Analytical Instruments segment revenues declined by 3% year over year to $1.73 billion, missing the model's estimate of $1.84 billion [4] - Specialty Diagnostics segment revenues rose by 1.5% year over year to $1.13 billion, falling short of the model's prediction of $1.15 billion [5] - Laboratory Products and Biopharma Services segment revenues increased by 4.1% year over year to $5.99 billion, surpassing the model's estimate of $5.71 billion [6] Margin Performance - Gross margin for the second quarter was 41.2%, a contraction of 83 basis points year over year due to a 4.4% increase in the cost of revenues [6] - Selling, general and administrative expenses rose by 5.4% to $1.78 billion, while research and development expenses increased by 3.8% to $352 million [7] - The adjusted operating margin was 21.6%, reflecting a contraction of 124 basis points [7] Financial Position - At the end of the second quarter, the company had cash and cash equivalents and short-term investments of $6.39 billion, up from $5.95 billion at the end of the first quarter [9] - Cumulative net cash from operating activities was $2.12 billion, down from $3.21 billion a year ago [9] Strategic Developments - The company launched several next-generation instruments, including the Thermo Scientific Orbitrap Astral Zoom mass spectrometer and the DynaDrive single-use bioreactor portfolio, which contributed to commercial performance [12] - These innovations are aimed at enhancing research capabilities in complex diseases and advancing precision medicine [12] Overall Assessment - Thermo Fisher's second-quarter results exceeded expectations, with growth in most segments except Analytical Instruments [11] - The contraction in margins is a point of concern, but the company is expected to provide guidance for 2025 in the upcoming earnings call [11]

Core Insights - PACCAR Inc. reported Q2 2025 earnings of $1.37 per share, exceeding the Zacks Consensus Estimate of $1.28 but down from $2.13 in the same quarter last year [1][10] - Consolidated revenues for the quarter were $7.51 billion, a decrease from $8.77 billion in Q2 2024, with Truck, Parts, and Others sales at $6.96 billion [1][10] Trucks Segment - Revenues from the Trucks segment were $5.24 billion, lower than $6.58 billion in the prior-year quarter but above the estimate of $5.03 billion [2] - Global truck deliveries totaled 39,300 units, surpassing the projection of 38,203 units but down from 48,400 units in Q2 2024 [2] - Pre-tax income for the Trucks segment was $308.8 million, falling short of the estimate of $412 million and down 63.2% year-over-year [2] Parts Segment - Revenues from the Parts segment reached $1.72 billion, an increase from $1.66 billion in the year-ago period and above the estimate of $1.7 billion [3] - Pre-tax income for the Parts segment was $416.5 million, slightly up from $413.8 million reported last year and exceeding the forecast of $335.3 million [3] Financial Services Segment - Financial Services segment revenues were $547.7 million, higher than $509.8 million in the prior-year quarter and above the estimate of $536.5 million [4] - Pre-tax income for the Financial Services segment increased to $123.2 million from $111.2 million in the year-ago period, also surpassing the projection of $112.3 million [4] Expenses and Cash Position - Selling, general and administrative expenses decreased to $139.2 million from $142.7 million in the prior-year period [5] - Research & development expenses were $112.9 million compared to $117.1 million in the year-ago quarter [5] - As of June 30, 2025, PACCAR's cash and marketable debt securities totaled $8.28 billion, down from $9.65 billion as of December 31, 2024 [5] Capital Expenditure and R&D Outlook - Capital expenditures for 2025 are now projected to be in the range of $750-$800 million, up from the previous estimate of $700-$800 million [6] - Research & development expenses are estimated to be between $450-$480 million [6] Zacks Rank and Comparisons - PACCAR currently holds a Zacks Rank 3 (Hold) [7] - Comparatively, Geely Automobile Holdings Limited, Adient plc, and Ferrari N.V. have a Zacks Rank 1 (Strong Buy) [7]

Core Insights - Oatly Group AB reported revenue of $208.35 million for the quarter ended June 2025, reflecting a 3% increase year-over-year, but fell short of the Zacks Consensus Estimate by 0.54% [1] - The company's EPS was -$1.86, a decline from -$1.00 in the same quarter last year, resulting in an EPS surprise of -173.53% compared to the consensus estimate of -$0.68 [1] Revenue Breakdown - Revenue from Europe & International was $118.19 million, exceeding the two-analyst average estimate of $112.98 million [4] - Revenue from Greater China was $26.98 million, below the estimated $31.9 million by two analysts [4] - Revenue from North America was $63.19 million, slightly below the average estimate of $64.6 million from two analysts [4] Stock Performance - Oatly Group's shares have returned +19.2% over the past month, outperforming the Zacks S&P 500 composite's +5.9% 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 - Prosperity Bancshares reported revenue of $310.7 million for the quarter ended June 2025, reflecting a year-over-year increase of 1.9% and an EPS of $1.42, up from $1.22 in the same quarter last year [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $312.52 million, resulting in a revenue surprise of -0.58%, while the EPS exceeded the consensus estimate of $1.40, yielding an EPS surprise of +1.43% [1] Financial Performance Metrics - Net Interest Margin (Tax Equivalent Basis) was reported at 3.2%, matching the average estimate of six analysts [4] - Efficiency Ratio stood at 44.8%, better than the estimated 45.5% by six analysts [4] - Net charge-offs to average loans were 0.1%, consistent with the estimate from five analysts [4] - Average balance of Total interest-earning assets was $33.81 billion, below the estimated $34.23 billion [4] - Total nonperforming assets reached $110.49 million, exceeding the estimated $84.42 million [4] - Total nonperforming loans were reported at $102.61 million, higher than the estimated $75.69 million [4] - Tier 1 Leverage Capital Ratio was 11.6%, above the average estimate of 11.3% [4] - Tier 1 Risk-based Capital Ratio was 17.1%, compared to the average estimate of 16.8% [4] - Total Risk-based Capital Ratio was 18.4%, slightly above the estimated 18.2% [4] - Total Noninterest Income was $42.98 million, surpassing the average estimate of $39.52 million [4] - Net Interest Income was reported at $267.72 million, below the average estimate of $273.09 million [4] - Net Interest Income (Tax Equivalent Basis) was $268.3 million, lower than the average estimate of $274.67 million [4] Stock Performance - Shares of Prosperity Bancshares have returned +5.2% over the past month, compared to a +5.9% change in the Zacks S&P 500 composite [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 - Amphenol reported $5.65 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 56.5% and exceeding the Zacks Consensus Estimate by 13.05% [1] - The company's EPS for the same period was $0.81, up from $0.43 a year ago, representing a surprise of 22.73% over the consensus estimate of $0.66 [1] Revenue Performance - Net Sales from Harsh Environment Solutions reached $1.45 billion, surpassing the average estimate of $1.33 billion, with a year-over-year change of 38.2% [4] - Net Sales from Interconnect and Sensor Systems totaled $1.3 billion, exceeding the $1.2 billion average estimate, reflecting a year-over-year increase of 15.7% [4] - Communications Solutions generated $2.91 billion in Net Sales, significantly above the $2.5 billion average estimate, with a remarkable year-over-year change of 101.4% [4] Operating Income - Operating Income for Interconnect and Sensor Systems was reported at $252.3 million, higher than the average estimate of $227.59 million [4] - Communications Solutions achieved an Operating Income of $890.7 million, exceeding the average estimate of $679.28 million [4] - Harsh Environment Solutions reported Operating Income of $363.7 million, compared to the average estimate of $323.83 million [4] Stock Performance - Amphenol's shares have returned +6.2% over the past month, outperforming the Zacks S&P 500 composite's +5.9% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

For the quarter ended June 2025, Mr Cooper (COOP) reported revenue of $608 million, up 4.3% over the same period last year. EPS came in at $3.13, compared to $2.52 in the year-ago quarter. Here is how Mr Cooper 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 Mr Cooper here>>> Shares of Mr Cooper have returned +8.4% over the past month versus the Zacks S&P 500 composite's +5.9% change. The stock curre ...

Core Insights - EQT Corporation reported second-quarter 2025 adjusted earnings from continuing operations of 45 cents per share, exceeding the Zacks Consensus Estimate of 44 cents, and a significant improvement from a loss of 8 cents in the same quarter last year [1][9] - Adjusted operating revenues rose to $1,599 million from $1,183 million year-over-year, although it fell short of the Zacks Consensus Estimate of $1,793 million [1][9] Production - Sales volume increased to 568 billion cubic feet equivalent (Bcfe) from 508 Bcfe year-over-year, but missed the estimate of 569 Bcfe [3] - Natural gas sales volume was 534.4 Bcf, up from 474.1 Bcf in the prior year, but also missed the estimate of 535.3 Bcf [3] - Total liquid sales volume reached 5,631 thousand barrels (MBbls), slightly up from 5,573 MBbls year-over-year, but below the projection of 5,660.6 MBbls [3] Commodity Price Realizations - The average realized price for natural gas equivalent was $2.81 per thousand cubic feet (Mcfe), an increase from $2.33 year-over-year [4] - The average natural gas price, including cash-settled derivatives, rose to $2.69 per Mcf from $2.16 [4] - The natural gas sales price was $3.63 per Mcf, significantly higher than $2.02 recorded a year ago [4] - Oil price was reported at $51.70 per barrel, down from $61.96 year-over-year, and below the estimate of $47.19 [5] Expenses - Total operating expenses increased to $1.42 billion from $949.5 million in the prior-year quarter [6] - Gathering expenses decreased to 8 cents per Mcfe from 59 cents year-over-year, while transmission expenses rose to 45 cents per Mcfe from 35 cents [6] - Lease operating expenses remained flat at 9 cents year-over-year [6] Cash Flows - Adjusted operating cash flow totaled $918 million, up from $405 million a year ago [7] - Free cash flow improved to $340 million from a negative $171 million in the same quarter last year [7] Capex & Balance Sheet - Total capital expenditure was $554 million, down from $576 million reported a year ago [10] - As of June 30, 2025, the company had cash and cash equivalents of $555 million and net debt of $7.76 billion [10] Guidance - For Q3 2025, EQT anticipates total sales volume between 590-640 Bcfe [11] - The full-year sales volume forecast has been raised to 2,300-2,400 Bcfe, an increase of 100 Bcfe from earlier projections [11] - Capital expenditures are projected to be in the range of $2,300-$2,450 million for the full year [11]

Fact Sheet Fact Sheet Consolidated Financial Data - Second Quarter, Fiscal 2023 Consolidated Financial Data - First Quarter, Fiscal 2026 | 2.6% QoQ | 20.8% | 8.6% YoY | $3.8 Bn | $884 Mn | | --- | --- | --- | --- | --- | | 3.8% YoY CC Growth | Operating Margin | EPS Increase (₹ terms) | Large Deal TCV (55% Net New) | Free Cash Flow | Revenue Growth- Q1 26 | | Reported | C C | | --- | --- | --- | | QoQ growth (%) | 4.5% | 2.6% | | YoY growth (%) | 4.8% | 3.8% | Revenues by Business Segments | | | | | | (in % ...

Core Insights - Capital One reported $12.49 billion in revenue for the quarter ended June 2025, a year-over-year increase of 31.4% [1] - The EPS for the same period was $5.48, compared to $3.14 a year ago, indicating a significant growth [1] - The reported revenue exceeded the Zacks Consensus Estimate of $12.22 billion by 2.18%, and the EPS surprised by 43.08% against the consensus estimate of $3.83 [1] Financial Performance Metrics - Efficiency Ratio stood at 56%, slightly above the average estimate of 54.3% based on 12 analysts [4] - Net Interest Margin was reported at 7.6%, compared to the estimated 7.3% by 12 analysts [4] - The Net Charge-off Rate was 3.2%, better than the average estimate of 3.5% based on 10 analysts [4] Revenue Breakdown - Total net revenue from Commercial Banking was $937 million, exceeding the average estimate of $913.72 million, representing a year-over-year change of 6.5% [4] - Total net revenue from Credit Card was $9.1 billion, significantly higher than the average estimate of $7.48 billion, with a year-over-year increase of 33.8% [4] - Total net revenue from Consumer Banking was $2.56 billion, surpassing the average estimate of $2.3 billion, reflecting a year-over-year growth of 16.3% [4]