Core Insights - Sonos reported revenue of $344.76 million for the quarter ended June 2025, reflecting a year-over-year decline of 13.2% and an EPS of $0.19 compared to $0.23 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $329.21 million, resulting in a surprise of +4.73%, while the EPS met the consensus estimate [1] Revenue Performance - Revenue from Sonos speakers was $253.67 million, surpassing the average estimate of $245.35 million, but showing a decline of -15.8% year-over-year [4] - Revenue from partner products and other revenue was $17.92 million, slightly below the average estimate of $18 million, with a year-over-year decline of -14.1% [4] - Revenue from Sonos system products was $73.18 million, exceeding the average estimate of $53.08 million, but still reflecting a -2.7% change compared to the previous year [4] Stock Performance - Sonos shares have returned +0.9% over the past month, outperforming the Zacks S&P 500 composite's +0.5% 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 - Owens Corning reported $2.75 billion in revenue for Q2 2025, a year-over-year decline of 1.5% and an EPS of $4.21 compared to $4.64 a year ago, exceeding revenue estimates by 1.57% and EPS estimates by 10.79% [1] Financial Performance - Net Sales in Insulation reached $934 million, exceeding the estimated $921.65 million, reflecting a 2% increase year-over-year [4] - Net Sales in Roofing amounted to $1.3 billion, surpassing the estimated $1.25 billion, showing a significant year-over-year increase of 17.9% [4] - Net Sales in Doors were reported at $554 million, below the estimated $572 million, indicating a decline [4] - Corporate eliminations reported a loss of $44 million, slightly worse than the estimated loss of $42.15 million, representing a 50.6% year-over-year decline [4] Segment Performance - Segment EBITDA for Roofing was $457 million, exceeding the average estimate of $425.14 million [4] - Segment EBITDA for Insulation was $225 million, slightly above the estimated $224.81 million [4] - Segment EBITDA for Doors reached $75 million, compared to the average estimate of $73.33 million [4] - Segment EBITDA for Corporate, Other and Eliminations reported a loss of $80 million, worse than the estimated loss of $61.5 million [4] Stock Performance - Owens Corning's shares have returned -2.7% over the past month, while the Zacks S&P 500 composite increased by 0.5% [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 - Agilon Health (AGL) reported $1.39 billion in revenue for the quarter ended June 2025, reflecting a year-over-year decline of 5.9% [1] - The earnings per share (EPS) for the same period was -$0.25, compared to -$0.07 a year ago, indicating a significant deterioration in profitability [1] - The reported revenue was a surprise of -4.98% compared to the Zacks Consensus Estimate of $1.47 billion, while the EPS surprise was -127.27% against the consensus estimate of -$0.11 [1] Financial Performance Metrics - The average number of Medicare Advantage members was 498,000, slightly above the average estimate of 493,100 based on two analysts [4] - Other operating revenues were reported at $2.94 million, which is lower than the estimated $3.16 million by five analysts, representing a year-over-year decline of 7.4% [4] - Medical services revenues were $1.39 billion, compared to the average estimate of $1.46 billion from five analysts, also reflecting a year-over-year decrease of 5.9% [4] Stock Performance - Agilon's shares have returned -30% over the past month, contrasting with the Zacks S&P 500 composite's +0.6% 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 - Cable One (CABO) reported a revenue of $381.07 million for the quarter ended June 2025, reflecting a year-over-year decline of 3.4% and an EPS of $3.23, down from $8.16 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $380.78 million by 0.08%, while the EPS fell short of the consensus estimate of $8.23 by 60.75% [1] Revenue Breakdown - Residential Video revenue was $48.16 million, below the average estimate of $49.29 million, marking a year-over-year decrease of 15.8% [4] - Other revenues totaled $22.95 million, slightly below the average estimate of $24 million, representing a year-over-year decline of 1.6% [4] - Residential Voice revenue was reported at $6.73 million, compared to the estimated $6.93 million, indicating a year-over-year drop of 17.9% [4] - Residential Data revenue reached $229.34 million, surpassing the average estimate of $226.97 million, with a minimal year-over-year change of -0.5% [4] Stock Performance - Over the past month, Cable One shares have returned -2.6%, contrasting with the Zacks S&P 500 composite's increase of +2.7% [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 - Dolby Laboratories reported revenue of $315.55 million for the quarter ended June 2025, marking a year-over-year increase of 9.3% and exceeding the Zacks Consensus Estimate of $303.67 million by 3.91% [1] - The company achieved an EPS of $0.78, up from $0.71 a year ago, resulting in an EPS surprise of 8.33% compared to the consensus estimate of $0.72 [1] Revenue Breakdown - Licensing revenue was $289.91 million, surpassing the estimated $281.01 million, reflecting an 8.6% year-over-year increase [4] - Products and services revenue reached $25.64 million, exceeding the average estimate of $22.66 million, with an 18% year-over-year change [4] - PC market licensing revenue was $33.59 million, compared to the estimated $28.41 million, showing a 21.7% increase year-over-year [4] - Other market licensing revenue was $60.66 million, slightly below the $65.55 million estimate, but still representing a 15.3% year-over-year increase [4] - Consumer Electronics (CE) market licensing revenue was $28.07 million, below the estimated $30.03 million, indicating a year-over-year decline of 1% [4] - Broadcast market licensing revenue was $111.29 million, exceeding the estimated $100.27 million, with a year-over-year increase of 16.6% [4] - Mobile market licensing revenue was $56.3 million, below the estimated $60.99 million, reflecting a year-over-year decline of 10.8% [4] Gross Margin Analysis - Gross margin for licensing was reported at $268.19 million, above the average estimate of $263.61 million [4] - Gross margin for products and services was $3.35 million, significantly higher than the average estimate of $1.11 million [4] Stock Performance - Over the past month, shares of Dolby Laboratories have returned -0.4%, while the Zacks S&P 500 composite has increased by 2.7% [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 - Lincoln National (LNC) reported $4.73 billion in revenue for Q2 2025, a year-over-year increase of 4.4% and an EPS of $2.36 compared to $1.84 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Financial Performance - Revenue of $4.73 billion surpassed the Zacks Consensus Estimate of $4.67 billion, resulting in a surprise of +1.23% [1] - EPS of $2.36 exceeded the consensus estimate of $1.91, delivering a surprise of +23.56% [1] Key Metrics - Net Flows - Life Insurance: $633 million, exceeding the estimate of $622.2 million [4] - Net Flows - Retirement Plan Services: $-585 million, worse than the estimate of $-140.99 million [4] - Loss Ratio - Group Protection: 65.9%, better than the estimate of 70.5% [4] - Net Flows - Annuities: $-1.16 billion, matching the average estimate [4] - Fee Income: $1.34 billion, slightly below the estimate of $1.35 billion, with a year-over-year change of +0.1% [4] - Insurance Premiums: $1.68 billion, in line with the estimate, reflecting a year-over-year change of +3.5% [4] - Net Investment Income: $1.47 billion, exceeding the estimate of $1.39 billion, with a year-over-year change of +10.1% [4] - Life Insurance Revenue: $1.6 billion, surpassing the estimate of $1.58 billion, with a year-over-year change of +6% [4] - Group Protection Revenue: $1.54 billion, exceeding the estimate of $1.52 billion, with a year-over-year change of +6.7% [4] - Other Operations Revenue: $41 million, below the estimate of $53.37 million, with a year-over-year change of +5.1% [4] - Retirement Plan Services Revenue: $331 million, slightly above the estimate of $327.13 million, with a year-over-year change of +1.2% [4] - Annuities Revenue: $1.21 billion, below the estimate of $1.23 billion, with a year-over-year change of +0.4% [4] Stock Performance - Lincoln National shares have returned -2.2% over the past month, while the Zacks S&P 500 composite has changed by +2.7% [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 - Caesars Entertainment reported revenue of $2.91 billion for the quarter ended June 2025, reflecting a 2.7% increase year-over-year and surpassing the Zacks Consensus Estimate of $2.88 billion by 1.1% [1] - The company experienced an EPS of -$0.39, a significant decline from $0 in the same quarter last year, resulting in an EPS surprise of -657.14% against the consensus estimate of $0.07 [1] Revenue Performance - Las Vegas net revenues were $1.05 billion, falling short of the estimated $1.07 billion, marking a year-over-year decrease of 4.3% [4] - Regional net revenues reached $1.44 billion, exceeding the average estimate of $1.4 billion, with a year-over-year increase of 3.6% [4] - Caesars Digital net revenues were reported at $343 million, surpassing the estimated $329.84 million, showing a substantial year-over-year growth of 24.3% [4] - Managed and Branded net revenues were $74 million, slightly above the estimated $69.88 million, reflecting a 5.7% increase year-over-year [4] - Corporate and Other net revenues were $1 million, compared to an estimated -$0.33 million, indicating a drastic year-over-year change of -150% [4] - Hotel net revenues were $509 million, slightly below the estimated $513.18 million, with a year-over-year decline of 1% [4] Adjusted EBITDA Analysis - Adjusted EBITDA for Las Vegas was $469 million, below the average estimate of $482.18 million [4] - Adjusted EBITDA for Regional operations was $439 million, also below the average estimate of $460.54 million [4] - Corporate and Other adjusted EBITDA was reported at -$50 million, closely aligning with the average estimate of -$50.48 million [4] - Caesars Digital adjusted EBITDA reached $80 million, significantly higher than the estimated $56.27 million [4] - Managed and Branded adjusted EBITDA was $17 million, slightly below the average estimate of $17.72 million [4] Stock Performance - Caesars Entertainment shares have returned +3.6% over the past month, matching the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance compared to the broader market in the near term [3]

Core Insights - CBRE Group reported $9.75 billion in revenue for Q2 2025, a year-over-year increase of 16.2% and a surprise of +4.14% over the Zacks Consensus Estimate of $9.37 billion [1] - Earnings per share (EPS) for the same period was $1.19, compared to $0.81 a year ago, representing a surprise of +13.33% over the consensus EPS estimate of $1.05 [1] Financial Performance Metrics - Investment Management AUM reached $155.30 billion, exceeding the estimated $151.54 billion [4] - Revenue from pass-through costs recognized as revenue was $4.09 billion, surpassing the estimated $3.95 billion, reflecting a +19.5% change year-over-year [4] - Total revenue from Real Estate Investments was $215 million, below the estimated $246.71 million, showing a year-over-year decline of -16% [4] - Revenue from Corporate, Other and Eliminations was -$7 million, significantly better than the estimated $103.24 million, with a year-over-year increase of +133.3% [4] - Advisory Services revenue was $2 billion, exceeding the estimated $1.85 billion, but showing a year-over-year decline of -2.3% [4] - Revenue from Building Operations & Experience was $5.76 billion, above the estimated $5.36 billion [4] - Project Management revenue was $1.79 billion, surpassing the estimated $1.66 billion [4] - Total segment operating profit for Advisory Services was $380 million, exceeding the average estimate of $326.52 million [4] - Operating income for Building Operations & Experience was $172 million, below the average estimate of $235.29 million [4] Stock Performance - CBRE shares returned +4.6% over the past month, 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 - Cincinnati Financial reported revenue of $2.78 billion for the quarter ended June 2025, reflecting a 15.3% increase year-over-year, with an EPS of $1.97 compared to $1.29 in the same quarter last year [1] - The reported revenue matched the Zacks Consensus Estimate, while the EPS exceeded expectations by 41.73% [1] Financial Performance Metrics - The combined ratio for Commercial Lines Insurance was 92.9%, significantly better than the average estimate of 99.1% from five analysts [4] - The combined ratio for Excess and Surplus Lines Insurance was 91.1%, outperforming the average estimate of 92.7% [4] - The combined ratio for Personal Lines Insurance was 102%, slightly better than the average estimate of 104.1% [4] - Loss and loss expenses for Commercial Lines Insurance were reported at 63.3%, compared to the average estimate of 68% [4] Revenue Breakdown - Earned premiums for Excess and Surplus Lines Insurance were $174 million, exceeding the average estimate of $171.2 million, marking a year-over-year increase of 15.2% [4] - Total revenues for Excess and Surplus Lines Insurance reached $175 million, compared to the average estimate of $172 million, representing a 15.1% year-over-year change [4] - Earned premiums for Property Casualty Insurance were $2.4 billion, matching the average estimate and showing a 15.5% increase year-over-year [4] - Earned premiums for Personal Lines Insurance were $804 million, surpassing the average estimate of $793.28 million, with a year-over-year increase of 27.4% [4] - Earned premiums for the Life Insurance Subsidiary were $83 million, slightly above the average estimate of $82.31 million, reflecting a 2.5% year-over-year change [4] - Earned premiums for Commercial Lines Insurance were $1.21 billion, slightly below the average estimate of $1.22 billion, indicating a 9.5% year-over-year increase [4] - Total earned premiums were reported at $2.48 billion, just below the average estimate of $2.49 billion, with a year-over-year change of 15% [4] - Fee revenues for Property Casualty Insurance were $3 million, slightly below the average estimate of $3.2 million, showing no year-over-year change [4] Stock Performance - Cincinnati Financial's shares returned +2.2% over the past month, while the Zacks S&P 500 composite increased by +4.9% [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 - Darling Ingredients reported $1.48 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 1.8% and aligning with the Zacks Consensus Estimate, resulting in a surprise of +0.32% [1] - The company's EPS for the same period was $0.09, a significant decrease from $0.49 a year ago, leading to an EPS surprise of -25% compared to the consensus estimate of $0.12 [1] Revenue Breakdown - Net Sales from Feed Ingredients were $936.53 million, below the four-analyst average estimate of $997.05 million, reflecting a year-over-year change of +0.3% [4] - Net Sales from Fuel Ingredients reached $158.84 million, exceeding the average estimate of $138.21 million, with a year-over-year increase of +11.6% [4] - Net Sales from Food Ingredients amounted to $386.14 million, surpassing the average estimate of $366.46 million, showing a year-over-year change of +1.9% [4] EBITDA Analysis - Segment Adjusted EBITDA for Food Ingredients was $69.95 million, slightly above the average estimate of $68.51 million [4] - Segment Adjusted EBITDA for Feed Ingredients was $135.9 million, falling short of the average estimate of $161.84 million [4] - Segment Adjusted EBITDA for Fuel Ingredients was $18.64 million, compared to the average estimate of $19.79 million [4] - Segment Adjusted EBITDA for Corporate was reported at -$17.59 million, worse than the average estimate of -$10.3 million [4] - Combined Adjusted EBITDA for Fuel Ingredients was $61.29 million, significantly higher than the average estimate of $31.85 million [4] Stock Performance - Over the past month, shares of Darling have returned -1.2%, contrasting with the Zacks S&P 500 composite's +5.7% 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]