Core Insights - Mohawk Industries reported $2.8 billion in revenue for Q2 2025, showing no change year over year, with an EPS of $2.77 compared to $3.00 a year ago [1] - The revenue was slightly below the Zacks Consensus Estimate of $2.79 billion, resulting in a surprise of +0.37%, while the EPS exceeded expectations by +5.73% against a consensus estimate of $2.62 [1] Financial Performance Metrics - Global Ceramic net sales were reported at $1.12 billion, matching analyst estimates and reflecting a +0.5% change year over year [4] - Flooring ROW net sales reached $734.4 million, surpassing the average estimate of $718.31 million, with a year-over-year increase of +1% [4] - Flooring NA net sales were $946.8 million, slightly below the average estimate of $947.28 million, indicating a -1.2% change year over year [4] - Adjusted Operating Income for Global Ceramic was $90.3 million, exceeding the average estimate of $80.12 million [4] - Adjusted Operating Income for Flooring NA was $69.2 million, below the average estimate of $72.17 million [4] - Adjusted Operating Income for Flooring ROW was $76.4 million, closely aligning with the average estimate of $76.45 million [4] - Corporate and intersegment eliminations reported an adjusted operating income of -$12.9 million, worse than the average estimate of -$10.13 million [4] Stock Performance - Mohawk Industries shares have returned +13.7% over the past month, outperforming the Zacks S&P 500 composite, which saw a +5.7% 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 - Cleveland-Cliffs reported a revenue of $4.93 billion for the quarter ended June 2025, marking a year-over-year decline of 3.1% and an EPS of -$0.50 compared to $0.11 a year ago, indicating a significant drop in profitability [1] - The revenue exceeded the Zacks Consensus Estimate of $4.9 billion by 0.62%, while the EPS surprise was +26.47% against a consensus estimate of -$0.68 [1] Financial Performance Metrics - Total steel shipments were reported at 4,290 KTon, surpassing the average estimate of 4,202.55 KTon [4] - The average net selling price per net ton of steel products was $1,015, slightly below the average estimate of $1,022.99 [4] - Revenues from steelmaking totaled $4.77 billion, exceeding the average estimate of $4.75 billion, but reflecting a year-over-year decline of 2.9% [4] - Revenues from coated steel were $1.39 billion, matching the average estimate but showing a year-over-year decrease of 10% [4] - Revenues from slab and other steel products were $276 million, above the average estimate of $262.56 million, with a year-over-year decline of 13.2% [4] - Revenues from plate products were $275 million, slightly above the average estimate of $269.36 million, reflecting a year-over-year decline of 13.3% [4] - Revenues from cold-rolled steel were $645 million, exceeding the average estimate of $638.27 million, with a year-over-year decline of 9.3% [4] - Revenues from hot-rolled steel were $1.33 billion, slightly below the average estimate of $1.34 billion, but showing a year-over-year increase of 19.5% [4] Stock Performance - Cleveland-Cliffs shares have returned +60.1% over the past month, significantly outperforming the Zacks S&P 500 composite's +5.7% 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]

Valley National (VLY) reported $496.28 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 9.3%. EPS of $0.24 for the same period compares to $0.13 a year ago.The reported revenue represents a surprise of +0.62% over the Zacks Consensus Estimate of $493.23 million. With the consensus EPS estimate being $0.22, the EPS surprise was +9.09%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determ ...

Dime Community (DCOM) reported $109.69 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 25.6%. EPS of $0.64 for the same period compares to $0.37 a year ago.The reported revenue represents a surprise of +1.85% over the Zacks Consensus Estimate of $107.7 million. With the consensus EPS estimate being $0.63, the EPS surprise was +1.59%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determ ...

For the quarter ended June 2025, Amerant Bancorp Inc. (AMTB) reported revenue of $110.26 million, up 11.6% over the same period last year. EPS came in at $0.57, compared to $0.28 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $103.95 million, representing a surprise of +6.07%. The company delivered an EPS surprise of +50%, with the consensus EPS estimate being $0.38. Shares of Amerant Bancorp have returned +12.8% over the past month versus the Zacks S&P 500 composi ...

Core Insights - First Financial Corp. reported a revenue of $63.05 million for the quarter ended June 2025, reflecting a year-over-year increase of 28.2% [1] - The earnings per share (EPS) for the quarter was $1.57, up from $0.96 in the same quarter last year, resulting in an EPS surprise of +9.79% against the consensus estimate of $1.43 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $62.3 million by +1.21% [1] Financial Metrics - The net interest margin for First Financial Corp. was 4.2%, slightly above the average estimate of 4.1% from two analysts [4] - The efficiency ratio was reported at 59.4%, better than the average estimate of 60.2% from two analysts [4] - Total non-interest income was $10.38 million, which fell short of the estimated $10.65 million by two analysts [4] - The gain on the sale of mortgage loans was $0.43 million, exceeding the average estimate of $0.35 million from two analysts [4] Stock Performance - Over the past month, shares of First Financial Corp. have returned +6%, compared to a +5.9% change in the Zacks S&P 500 composite [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 - RLI Corp. reported revenue of $441.32 million for the quarter ended June 2025, marking a year-over-year increase of 6.9% and an EPS of $0.84, slightly down from $0.86 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $443.64 million by 0.52%, while the EPS exceeded the consensus estimate of $0.75 by 12% [1] Financial Performance Metrics - RLI Corp.'s shares have returned -2.7% over the past month, contrasting with the Zacks S&P 500 composite's +5.4% change, and the stock currently holds a Zacks Rank 4 (Sell) [3] - Net loss & settlement expenses were reported at 45.9%, better than the five-analyst average estimate of 49.9% [4] - Net operating expenses totaled 38.6%, slightly above the 37.8% average estimate based on five analysts [4] - Underwriting income (loss) was reported at 84.5%, below the five-analyst average estimate of 87.7% [4] - Net premiums earned were $401.9 million, compared to the estimated $404.7 million, reflecting a 6% increase year-over-year [4] - Net investment income increased by 16.1% year-over-year to $39.42 million, surpassing the average estimate of $38.94 million [4] - Net premiums earned in the Property segment were $130.66 million, below the estimated $138.3 million, representing a -2.6% change year-over-year [4] - Net premiums earned in the Surety segment were $36.6 million, slightly below the average estimate of $38.1 million, with a year-over-year change of +2.1% [4] - Net premiums earned in the Casualty segment were $234.64 million, exceeding the average estimate of $227.11 million, with a year-over-year change of +12.2% [4]

Core Insights - Truist Financial Corporation reported revenue of $4.99 billion for the quarter ended June 2025, reflecting a year-over-year increase of 0.4% and a slight revenue surprise of +0.1% over the Zacks Consensus Estimate of $4.98 billion [1] - The earnings per share (EPS) remained unchanged at $0.91 compared to the same quarter last year, with an EPS surprise of -1.09% against the consensus estimate of $0.92 [1] Financial Performance Metrics - Net interest margin was reported at 3%, aligning with the average estimate from six analysts [4] - Total nonperforming assets amounted to $1.32 billion, which is lower than the average estimate of $1.63 billion from five analysts [4] - Net charge-offs as a percentage of average loans and leases were 0.5%, better than the estimated 0.6% from five analysts [4] - Book Value Per Share (BVPS) was $45.70, exceeding the average estimate of $45.30 from five analysts [4] - Average balance of total earning assets reached $480.98 billion, surpassing the average estimate of $478.38 billion from five analysts [4] - Efficiency Ratio was reported at 59.9%, higher than the average estimate of 58.3% from four analysts [4] - Total nonaccrual loans and leases were $1.26 billion, below the average estimate of $1.56 billion from four analysts [4] - Tier 1 Leverage Ratio stood at 10.2%, slightly below the average estimate of 10.3% from three analysts [4] - Tier 1 Capital Ratio was reported at 12.3%, lower than the average estimate of 12.7% from three analysts [4] - Total Capital Ratio was 14.3%, compared to the average estimate of 14.9% from two analysts [4] - Total Noninterest Income was $1.4 billion, marginally below the average estimate of $1.41 billion from six analysts [4] - Net interest income (FTE) was reported at $3.64 billion, slightly above the average estimate of $3.63 billion from five analysts [4] Stock Performance - Truist Financial's shares have returned +13.1% over the past month, outperforming the Zacks S&P 500 composite's +5.4% 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]

Core Insights - M&T Bank Corporation reported $2.4 billion in revenue for Q2 2025, a year-over-year increase of 4.1% and an EPS of $4.28 compared to $3.79 a year ago, exceeding Zacks Consensus Estimates [1] - The company achieved a revenue surprise of +0.27% and an EPS surprise of +5.94% compared to consensus estimates [1] Financial Performance Metrics - Efficiency Ratio was 55.2%, better than the estimated 56.2% [4] - Net charge-offs to average total net loans stood at 0.3%, lower than the estimated 0.4% [4] - Net interest margin was 3.6%, slightly below the estimated 3.7% [4] - Average Balance of Total earning assets was $190.54 billion, compared to the estimated $191.75 billion [4] - Tier 1 Capital Ratio was 12.5%, below the estimated 13% [4] - Total Capital Ratio was 14%, compared to the estimated 14.6% [4] - Total other income reached $683 million, exceeding the estimated $640.96 million [4] - Net interest income - taxable-equivalent was $1.72 billion, below the estimated $1.76 billion [4] - Service charges on deposit accounts were $137 million, slightly above the estimated $135.87 million [4] - Trust income was $182 million, close to the estimated $182.67 million [4] - Mortgage banking revenues were $130 million, slightly above the estimated $128.02 million [4] - Net Interest Income was $1.71 billion, compared to the estimated $1.75 billion [4] Stock Performance - M&T Bank shares returned +10.6% over the past month, outperforming the Zacks S&P 500 composite's +4.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Viewpoint - FedEx reported a revenue of $22.22 billion for the quarter ended May 2025, reflecting a 0.5% increase year-over-year, with an EPS of $6.07, up from $5.41 in the same quarter last year, surpassing both revenue and EPS estimates from analysts [1] Financial Performance - Revenue of $22.22 billion exceeded the Zacks Consensus Estimate of $21.73 billion by 2.24% [1] - EPS of $6.07 surpassed the consensus estimate of $5.93, resulting in a surprise of 2.36% [1] - FedEx shares returned +5.8% over the past month, outperforming the Zacks S&P 500 composite's +3.9% [3] Key Metrics - FedEx Express reported an average daily package volume of 1.12 million for international exports, exceeding the average estimate of 1.08 million [4] - FedEx Freight's composite weight per shipment was 920 thousand, slightly below the average estimate of 922.71 thousand [4] - Total average daily package volume for FedEx Express was 16.79 million, surpassing the four-analyst average estimate of 16.19 million [4] - Revenue from the FedEx Freight segment was $2.30 billion, above the average estimate of $2.27 billion, but showed a year-over-year decline of 0.4% [4] - Revenue from the Federal Express segment reached $18.98 billion, significantly higher than the $18.42 billion average estimate, marking an 82.2% year-over-year increase [4] - U.S. ground revenue for FedEx Express was $8.59 billion, exceeding the average estimate of $8.34 billion [4] - International priority freight revenue was $603 million, above the average estimate of $562.23 million, reflecting a 7.1% year-over-year increase [4] - Total freight revenue for FedEx Express was $1.41 billion, slightly above the average estimate of $1.37 billion, but down 13.9% year-over-year [4] - U.S. freight revenue was $298 million, marginally above the estimate of $297.13 million, but down 50.7% compared to the previous year [4] - Other revenue for FedEx Express was $217 million, below the average estimate of $246.59 million, representing an 18.7% year-over-year decline [4]