Core Insights - BorgWarner reported $3.64 billion in revenue for Q2 2025, a year-over-year increase of 1% and exceeding the Zacks Consensus Estimate of $3.56 billion by 2.31% [1] - The company achieved an EPS of $1.21, up from $1.19 a year ago, and surpassed the consensus EPS estimate of $1.06 by 14.15% [1] Financial Performance Metrics - Organic Net Sales Change was -0.9%, compared to an estimated 0.1% by analysts [4] - Net Sales for Turbos & Thermal Technologies reached $1.48 billion, matching the three-analyst average estimate [4] - Net Sales for Drivetrain & Morse Systems was $1.43 billion, slightly above the $1.41 billion average estimate [4] - Net Sales for Battery & Charging Systems was $159 million, significantly below the estimated $216.69 million [4] - Net Sales for PowerDrive Systems was $581 million, exceeding the average estimate of $463.7 million [4] - Adjusted Operating Income for Turbos & Thermal Technologies was $227 million, above the estimated $217.94 million [4] - Adjusted Operating Income for Battery & Charging Systems was a loss of $12 million, better than the estimated loss of $17.17 million [4] - Adjusted Operating Income for PowerDrive Systems was a loss of $33 million, in line with the average estimate of $-33.02 million [4] - Adjusted Operating Income for Drivetrain & Morse Systems was $260 million, slightly above the average estimate of $256.55 million [4] Stock Performance - BorgWarner's shares have returned -2.8% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Here is how Agco 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 Agco here>>> Shares of Agco have returned -3.5% over the past month versus the Zacks S&P 500 composite's +2.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Net Sales- Asia/Pacific/Africa: $135.8 million compared to the $137.25 million average e ...

Core Insights - MGM Resorts reported $4.4 billion in revenue for Q2 2025, a year-over-year increase of 1.8% and a surprise of +2.42% over the Zacks Consensus Estimate of $4.3 billion [1] - The EPS for the same period was $0.79, down from $0.86 a year ago, with an EPS surprise of +36.21% compared to the consensus estimate of $0.58 [1] Financial Performance Metrics - MGM's shares returned +1.4% over the past month, while the Zacks S&P 500 composite increased by +3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3] Las Vegas Strip Resorts Performance - Table Games Drop: $1,554.00 vs. $1,506.00 estimated [4] - Slots Win: $549.00 vs. $539.99 estimated [4] - Slots Handle: $5,886.00 vs. $5,775.24 estimated [4] - Table Games Win: $355.00 vs. $401.08 estimated [4] - Revenues for Las Vegas Strip Resorts: $2.11 billion vs. $2.15 billion estimated, representing a -4.1% change year-over-year [4] Regional Operations and MGM China - Revenues for Regional Operations: $964.61 million vs. $940.66 million estimated, a +4% year-over-year change [4] - Revenues for MGM China: $1.11 billion vs. $1.03 billion estimated, a +24.6% year-over-year change [4] Digital and Other Operations - Revenues for MGM Digital: $163.86 million vs. $172.4 million estimated [4] - Revenues for Management and Other Operations: $51.61 million vs. $173.2 million estimated, a -70.8% year-over-year change [4] Adjusted Property EBITDA - Adjusted Property EBITDA for Las Vegas Strip Resorts: $710.5 million vs. $740.76 million estimated [4] - Adjusted Property EBITDA for Regional Operations: $308.66 million vs. $288.97 million estimated [4] - Adjusted Property EBITDA for MGM China: $301.34 million vs. $270.26 million estimated [4]

Core Insights - Tenaris S.A. reported a revenue of $3.09 billion for the quarter ended June 2025, reflecting a decrease of 7.1% year-over-year, while EPS increased to $0.99 from $0.59 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $3.01 billion by 2.54%, and the EPS also surpassed the consensus estimate of $0.88 by 12.5% [1] Financial Performance Metrics - Tubes Sales volume for Seamless was 803.00 Kmt, exceeding the average estimate of 778.36 Kmt [4] - Total Tubes Sales volume reached 982.00 Kmt, slightly above the average estimate of 978.87 Kmt [4] - Welded Tubes Sales volume was 179.00 Kmt, below the average estimate of 200.50 Kmt [4] - Net sales for Tubes in North America were $1.4 billion, surpassing the average estimate of $1.26 billion, but showing a year-over-year decline of 0.5% [4] - Net sales for Tubes in Asia Pacific, Middle East, and Africa were $771 million, below the estimated $809.92 million, representing a 4.8% decline year-over-year [4] - Net sales for Tubes in Europe were $215 million, slightly above the average estimate of $208.36 million, but down 19.5% year-over-year [4] - Net sales for Tubes in South America were $531 million, below the average estimate of $566.22 million, reflecting an 8.8% decline year-over-year [4] - Revenues from Other segments were $166 million, exceeding the average estimate of $157.38 million, but down 34.4% year-over-year [4] - Total Revenues from Tubes were $2.92 billion, above the average estimate of $2.86 billion, but down 4.9% year-over-year [4] - Operating income from Other segments was $29 million, slightly below the average estimate of $32 million [4] - Operating income from Tubes was $554 million, in line with the average estimate of $551.36 million [4] Stock Performance - Tenaris shares returned +3.2% 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), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Canadian Pacific Kansas City (CP) reported $2.67 billion in revenue for Q2 2025, a year-over-year increase of 1.5% [1] - The company's EPS for the same period was $0.81, up from $0.77 a year ago, but below the consensus estimate of $0.82, resulting in an EPS surprise of -1.22% [1] - The reported revenue fell short of the Zacks Consensus Estimate of $2.79 billion, leading to a revenue surprise of -4.08% [1] Financial Performance Metrics - Adjusted Operating Ratio was 60.7%, slightly above the average estimate of 60.6% based on six analysts [4] - Total carloads reached 1.15 million, exceeding the five-analyst average estimate of 1.13 million [4] - Specific carload metrics included: - Energy, Chemicals and Plastics: 142.7 thousand vs. 141.97 thousand estimated [4] - Intermodal: 459.5 thousand vs. 443.31 thousand estimated [4] - Automotive: 62.4 thousand vs. 67.08 thousand estimated [4] - Metals, Minerals and Consumer Products: 125.4 thousand vs. 129.47 thousand estimated [4] - Forest Products: 32.8 thousand vs. 33.87 thousand estimated [4] - Fertilizers and Sulphur: 15.6 thousand vs. 17.18 thousand estimated [4] - Potash: 47.4 thousand vs. 51.05 thousand estimated [4] - Coal: 118.6 thousand vs. 114.56 thousand estimated [4] - Grain: 142.6 thousand vs. 136.15 thousand estimated [4] - Revenue ton-miles (RTMs) for Automotive were 1.42 billion, surpassing the estimated 1.34 billion [4] Stock Performance - Shares of Canadian Pacific Kansas City have returned -5.3% over the past month, contrasting with the Zacks S&P 500 composite's +3.4% 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]

For the quarter ended June 2025, DexCom (DXCM) reported revenue of $1.16 billion, up 15.2% over the same period last year. EPS came in at $0.48, compared to $0.43 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $1.12 billion, representing a surprise of +3.06%. The company delivered an EPS surprise of +6.67%, with the consensus EPS estimate being $0.45. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expect ...

Core Insights - Invitation Home (INVH) reported revenue of $681.4 million for Q2 2025, a year-over-year increase of 4.3% and exceeding the Zacks Consensus Estimate of $676.86 million by 0.67% [1] - The company achieved an EPS of $0.48, significantly higher than $0.12 from the previous year, aligning with the consensus estimate [1] - The stock has underperformed with a return of -2.4% over the past month compared to the S&P 500's +3.4% [3] Revenue Breakdown - Management fee revenues reached $22.29 million, surpassing the average estimate of $21.65 million by analysts, reflecting a year-over-year increase of 39.6% [4] - Rental revenues were reported at $592.51 million, below the average estimate of $654.09 million, but still showing a year-over-year growth of 2.7% [4] Earnings Performance - The diluted net earnings per share were reported at $0.23, exceeding the average estimate of $0.19 from analysts [4]

FTAI Aviation (FTAI) reported $676.24 million in revenue for the quarter ended June 2025, representing a year- over-year increase of 52.5%. EPS of $1.57 for the same period compares to $0.26 a year ago. View all Key Company Metrics for FTAI Aviation here>>> Shares of FTAI Aviation have returned +0.3% over the past month versus the Zacks S&P 500 composite's +3.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term. Revenue- Aerospa ...

Core Insights - Penske Automotive reported revenue of $7.66 billion for the quarter ended June 2025, a decrease of 0.5% year-over-year, with EPS at $3.78, up from $3.61 in the previous year [1] - The revenue fell short of the Zacks Consensus Estimate of $7.87 billion, resulting in a surprise of -2.63%, while the EPS exceeded expectations by +6.18% [1] Financial Performance Metrics - Retail Automotive Gross Profit Per Vehicle Retailed for new vehicles was $5,443, surpassing the average estimate of $5,125.47 [4] - Retail Commercial Truck Revenue Per Vehicle Retailed for new vehicles was $141,345, exceeding the average estimate of $138,729.90 [4] - Retail Automotive Units for used retail were 54,999, below the average estimate of 62,109 [4] - Retail Automotive Revenue Per Vehicle Retailed for new vehicles was $61,340, compared to the estimated $56,292.94 [4] - Revenue from Retail Automotive for new vehicles was $2.94 billion, lower than the estimated $3.13 billion, reflecting a -1.8% change year-over-year [4] - Revenue from Retail Automotive for fleet and wholesale was $358.1 million, below the estimated $376.45 million, representing a -6.3% change year-over-year [4] - Revenue from Retail Automotive for service and parts was $816.6 million, exceeding the estimate of $791.44 million, with a year-over-year change of +8.5% [4] - Revenue from Retail Automotive for finance and insurance was $200.5 million, compared to the estimated $208.12 million, reflecting a -3.9% change year-over-year [4] - Revenue from Retail Automotive for used vehicles was $2.2 billion, below the estimated $2.27 billion, representing a -3.3% change year-over-year [4] - Total Revenue from Retail Automotive was $6.52 billion, lower than the estimated $6.78 billion, indicating a -1.5% change year-over-year [4] - Revenue from Retail Commercial Truck was $943.6 million, exceeding the estimated $906.79 million, with a +5.8% change year-over-year [4] - Revenue from Commercial Vehicle Distribution and Other was $201.2 million, surpassing the estimated $195.44 million, reflecting a +6.5% change year-over-year [4] Stock Performance - Penske's shares have returned -5.5% over the past month, contrasting with the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Axis Capital reported $1.59 billion in revenue for Q2 2025, a year-over-year increase of 5.7%, with an EPS of $3.29 compared to $2.93 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $1.64 billion by 3.27%, while the EPS exceeded the consensus estimate of $2.88 by 14.24% [1] Financial Performance Metrics - The combined ratio for the total was reported at 88.9%, better than the estimated 91.9% [4] - The net loss and loss expense ratio for total was 57.5%, compared to the estimated 60.2% [4] - The general and administrative expense ratio for insurance was 12%, slightly better than the estimated 12.1% [4] - The combined ratio for reinsurance was 92%, significantly better than the estimated 101.1% [4] - The net investment income was $187.3 million, which is a decrease of 1.9% year-over-year, and below the average estimate of $193.87 million [4] - Net premiums earned totaled $1.39 billion, which is a year-over-year increase of 6.8%, but below the average estimate of $1.42 billion [4] - The net premiums earned in the insurance segment were $1.03 billion, a 7.8% year-over-year increase, but below the estimate of $1.05 billion [4] - The net premiums earned in the reinsurance segment were $360.47 million, a 4.1% year-over-year increase, exceeding the estimate of $351.17 million [4] Stock Performance - Axis Capital's shares have returned -7.3% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]