Core Insights - Kohl's Corporation (KSS) reported adjusted earnings per share (EPS) of 56 cents for Q2 fiscal 2025, exceeding the Zacks Consensus Estimate of 33 cents, but down from 59 cents in the same period last year [1][10] - Total revenues for the quarter were $3,546 million, a decrease of 5% from $3,732 million in the prior-year quarter, yet above the Zacks Consensus Estimate of $3,476 million [2][10] - Comparable sales fell by 4.2% year over year, better than the expected decline of 5.6% [2] Revenue and Sales Performance - Net sales decreased by 5.1% to $3,347 million, while other revenues fell by 3.9% to $199 million [2] - The company's gross margin improved by 28 basis points to 39.9%, surpassing the anticipated increase of 20 basis points [4] - Operating income rose to $279 million from $166 million in the previous year, with the operating income margin expanding by 343 basis points to 7.9% [5][10] Financial Health and Future Outlook - Kohl's ended the quarter with cash and cash equivalents of $174 million and shareholders' equity of $3,927 million [6] - The company expects capital expenditures of $400 million for fiscal 2025 and has projected a net sales decline of 5-6% for the year [6][7] - Comparable sales are anticipated to decline by 4-5%, with an expected operating margin in the range of 2.5-2.7% and full-year EPS projected between 50 cents and 80 cents [7] Market Reaction - Following the better-than-expected results, Kohl's shares increased by over 15% during trading hours, with a 60.9% gain over the past three months compared to the industry's growth of 27.8% [3]

Core Insights - Guess?, Inc. (GES) is expected to report revenue growth of 3.4% year-over-year for Q2 fiscal 2026, with revenues estimated at $757.1 million [1] - However, a decline in bottom-line performance is anticipated, with earnings per share (EPS) projected at 14 cents, down from 42 cents in the prior year [2] Group 1: Revenue Drivers - Strategic acquisitions, strong wholesale momentum in Europe, and investments in digital innovation and loyalty programs are expected to support revenue growth [3] - The company is enhancing its direct-to-consumer channels and optimizing global operations for improved efficiency [3] - Management projected revenue growth of 2.9-4.7% for Q2 fiscal 2026, with currency fluctuations contributing approximately one percentage point to this growth [4] Group 2: Challenges and Costs - The company faces challenges from a complex consumer environment marked by economic pressures and changing purchasing behaviors, leading to a focus on value over premium products [5] - Higher selling, general & administrative (SG&A) expenses due to increased marketing and infrastructure investments are pressuring margins, with adjusted operating margins expected between 2.5% and 3.3% [6] Group 3: Earnings Outlook - The current Earnings ESP for Guess? is 0.00%, indicating uncertainty regarding an earnings beat this quarter [7] - The company’s Zacks Rank is 3, suggesting a hold position, which does not favor an earnings surprise [7]

Core Viewpoint - Analysts expect Autodesk (ADSK) to report quarterly earnings of $2.44 per share, reflecting a year-over-year increase of 13.5%, with revenues projected at $1.73 billion, up 14.7% from the previous year [1] Group 1: Earnings and Revenue Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' forecasts [1] - Analysts predict 'Net Revenue- Maintenance' to reach $9.26 million, a decrease of 15.8% from the prior-year quarter [4] - 'Net Revenue- Other' is expected to be $89.56 million, showing an increase of 4.1% year-over-year [4] - 'Net Revenue- Subscription' is projected at $1.63 billion, reflecting a year-over-year increase of 15.6% [4] Group 2: Total Revenue and Product Family Estimates - Total subscription and maintenance revenue is estimated to be $1.64 billion, indicating a 15.3% increase from the prior-year quarter [5] - 'Net Revenue by Product Family- M&E (Media and Entertainment)' is expected to reach $97.34 million, a rise of 26.4% from the previous year [5] - 'Net Revenue by Product Family- Other' is forecasted at $39.76 million, showing a year-over-year increase of 32.5% [6] - 'Net Revenue by Product Family- AECO (Architecture, Engineering, Construction and Operations)' is projected to be $821.80 million, reflecting a 15.3% increase [6] - 'Net Revenue by Product Family- MFG (Manufacturing)' is expected to be $341.65 million, indicating a 15.4% increase [7] - 'Net Revenue by Product Family- AutoCAD and AutoCAD LT' is estimated at $416.04 million, reflecting a 7% increase from the prior-year quarter [7] Group 3: Billings and Market Performance - Analysts predict 'Billings' to be $1.57 billion, compared to $1.24 billion reported in the same quarter of the previous year [8] - Autodesk shares have decreased by 4.3% in the past month, contrasting with the Zacks S&P 500 composite's increase of 2.7% [8] - Autodesk holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the overall market performance in the near term [8]

Core Viewpoint - Analysts project that Malibu Boats (MBUU) will report quarterly earnings of $0.44 per share, reflecting a significant year-over-year increase of 212.8% and revenues expected to reach $195.8 million, up 23.4% from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has not changed over the past 30 days, indicating that analysts have not revised their initial projections [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock price performance [3]. Revenue Projections - Analysts estimate 'Revenue by product- Malibu' at $56.75 million, representing a year-over-year increase of 51.3% [5]. - The expected 'Revenue by product- Cobalt' is projected to be $62.10 million, indicating a year-over-year change of 23.7% [5]. - 'Revenue by product- Saltwater Fishing' is anticipated to reach $83.00 million, reflecting a year-over-year increase of 16.9% [6]. Stock Performance - Malibu Boats shares have increased by 11.3% over the past month, outperforming the Zacks S&P 500 composite, which rose by 2.7% [6]. - With a Zacks Rank of 3 (Hold), MBUU is expected to closely follow overall market performance in the near term [6].

Core Insights - Greif, Inc. (GEF) is set to announce its third-quarter fiscal 2025 financial results on August 27, with total revenue expected to reach $1.47 billion, reflecting a 1.2% increase year-over-year [1][5] - The earnings per share (EPS) estimate stands at $1.40, indicating a significant 35.9% rise compared to the same quarter last year [1][5] Revenue and Earnings Estimates - The Zacks Consensus Estimate for Greif's total revenues is $1.47 billion, which is a 1.2% increase from the previous year's quarter [1] - The EPS estimate of $1.40 represents a 35.9% increase from the year-ago reported number [1][5] Earnings Surprise History - Greif's earnings have exceeded the Zacks Consensus Estimates in two of the last four quarters, with an average negative surprise of 10.7% [3][4] Segment Performance - The Customized Polymer Solutions segment is anticipated to drive growth, with projected revenues of $356 million for Q3, a 13% increase from $315 million in the prior-year quarter [10][11] - The Durable Metal Solutions segment is expected to see a 7.3% year-over-year decline in revenues to $393 million, attributed to a 3.9% drop in volumes and unfavorable pricing [12] - The Sustainable Fiber Solutions segment is projected to achieve revenues of $645 million for Q2, indicating a 3.2% year-over-year growth, driven by favorable pricing [14] - The Integrated Solutions segment's revenues are expected to decline by 16.9% to $75 million, impacted by unfavorable pricing and the Delta divestiture [15][16] Volume and Pricing Trends - Overall volume increased by 0.9% in Q1 but dipped by 1.4% in Q2, with pricing contributing positively by 2.2% and 1.1% in the respective quarters [7][8] - In the Customized Polymer Solutions segment, volume rose by 1.5% in Q2, supported by a favorable product mix and strong demand in key markets [9] Stock Performance - Greif's shares have increased by 10.2% over the past year, compared to the industry's growth of 21.2% [19]

Core Viewpoint - ANI Pharmaceuticals has experienced significant stock performance, with a 36.5% increase over the past month and a 64.9% rise since the beginning of the year, outperforming the Zacks Medical sector and the Zacks Medical - Biomedical and Genetics industry [1][2]. Financial Performance - ANI has consistently exceeded earnings expectations, reporting an EPS of $1.8 against a consensus estimate of $1.38 in its last earnings report [2]. - For the current fiscal year, ANI is projected to achieve earnings of $7.25 per share on revenues of $840.7 million, reflecting a 39.42% increase in EPS and a 36.84% increase in revenues [3]. - The next fiscal year forecasts earnings of $7.74 per share on revenues of $904.39 million, indicating year-over-year changes of 6.64% and 7.58%, respectively [3]. Valuation Metrics - ANI's current valuation metrics show a Value Score of B, with Growth and Momentum Scores of A, resulting in a combined VGM Score of A [6]. - The stock trades at 12.6 times the current fiscal year EPS estimates, below the peer industry average of 20.1 times, and at 12 times trailing cash flow compared to the peer group's average of 16.1 times [6]. Zacks Rank - ANI holds a Zacks Rank of 1 (Strong Buy), driven by rising earnings estimates, which aligns with the recommendation for investors to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [7].

Core Viewpoint - Analysts forecast a decline in CrowdStrike Holdings' earnings per share (EPS) while expecting revenue growth in the upcoming quarterly report [1]. Earnings Estimates - CrowdStrike is expected to report quarterly earnings of $0.83 per share, reflecting a year-over-year decline of 20.2% [1]. - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of their projections [2]. Revenue Projections - Anticipated revenues for the quarter are $1.15 billion, representing a 19.2% increase compared to the same quarter last year [1]. - Analysts predict 'Revenue- Subscription' to be $1.10 billion, indicating a 19.5% year-over-year change [5]. - The estimate for 'Revenue- Professional services' is $52.16 million, suggesting a 14.3% increase year over year [5]. Key Metrics - The 'Annual recurring revenue (ARR)' is projected to reach $4,640.75 million, up from $3,864.51 million in the same quarter last year [5]. - Analysts estimate 'Remaining Performance Obligations (RPO)' at $6.43 billion, compared to $4.90 billion in the same quarter of the previous year [6]. - 'Non-GAAP subscription gross profit' is expected to be $878.44 million, up from $740.47 million in the same quarter last year [6]. - 'Non-GAAP professional services gross profit' is forecasted at $18.24 million, compared to $15.47 million in the same quarter last year [7]. - 'GAAP professional services gross profit' is projected to reach $10.48 million, up from $8.12 million in the same quarter last year [7]. - 'GAAP subscription gross profit' is expected to be $853.61 million, contrasting with the year-ago figure of $718.35 million [8]. Stock Performance - CrowdStrike shares have decreased by 10.4% over the past month, while the Zacks S&P 500 composite has increased by 1.1% [8]. - The company holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [8].

Core Viewpoint - Urban Outfitters (URBN) is expected to report quarterly earnings of $1.44 per share, a 16.1% increase year-over-year, with revenues projected at $1.48 billion, reflecting a 9.2% increase compared to the same period last year [1] Earnings Estimates - The consensus EPS estimate has been revised down by 1.2% in the last 30 days, indicating a reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3] Key Metrics Forecast - Analysts estimate 'Net sales by brand - Urban Outfitters' at $317.22 million, a year-over-year change of +0.2% [5] - 'Net sales by brand - Anthropologie' are projected to reach $606.06 million, indicating a +6.5% change from the prior year [5] - 'Net sales - Wholesale operations' are expected to be $72.44 million, reflecting an 11.8% year-over-year increase [5] - 'Net sales by brand - Menus & Venues' are forecasted at $10.05 million, showing a -2.6% change [6] - 'Net sales - Retail operations' are projected to reach $1.27 billion, a +6.1% change from the previous year [6] Store Metrics - The total number of stores for URBN is estimated at 752, compared to 725 a year ago [7] - The number of stores for 'Retail Operations - Urban Outfitters' is expected to be 256, down from 263 last year [7] - The number of stores for 'Retail Operations - Anthropologie' is projected at 244, up from 239 [7] - The number of stores for 'Retail Operations - Menus & Venues' is expected to remain at 9, unchanged from the previous year [9] Comparable Store Sales - 'Comparable store sales - Retail Operations - Anthropologie' are expected to show a year-over-year change of 5.6%, down from 6.7% in the same quarter last year [8] - 'Comparable store sales - Retail Operations - Free People' are projected at 5.0%, down from 7.1% in the previous year [8] Stock Performance - Urban Outfitters shares have changed by +0.7% in the past month, compared to a +1.1% move of the Zacks S&P 500 composite [10]

Shares of Home Depot Inc HD were climbing in early trading on Tuesday, after the company reported second- quarter results. Here are some key analyst takeaways. Check out other analyst stock ratings. DA Davidson: Home Depot's comps grew by 1.0%, just below consensus of 1.1% but representing a strong acceleration versus the previous quarter's 0.3% decline, Baker said in a note. Comps were hurt by currency exchange rates, he added. Loading... Read More: The comps growth was the first increase since the first q ...

Company Performance - Golar LNG Limited (GLNG) reported second-quarter 2025 earnings of 26 cents per share, missing the Zacks Consensus Estimate of 29 cents and declining year over year [1][8] - Revenues for the quarter were $75.7 million, surpassing the Zacks Consensus Estimate of $66.3 million and improving by 17% year over year [1][8] - Adjusted EBITDA for the quarter was $49.25 million, reflecting a decline of 16% year over year [3] Financial Position - As of June 30, 2025, Golar LNG had cash and cash equivalents of $783.42 million, an increase from $521.43 million at the end of the previous quarter [4] - The company's share of contractual debt rose by 71% year over year to $2.05 billion [4][8] - The board of directors approved a second-quarter 2025 dividend of 25 cents per share, payable on or around September 2, 2025 [4] Operational Developments - In June 2025, the FLNG Gimi achieved its Commercial Operations Date, marking the start of a 20-year lease term with BP [2] - On August 6, 2025, SESA reached a Final Investment Decision for the charter of Golar's 3.5 MTPA MKII FLNG, with completion anticipated by 2025 [3] Industry Comparison - Vista Energy S.A.B. de CV reported second-quarter 2025 adjusted earnings per share of 55 cents, missing estimates, while revenues increased to $610.5 million [6] - ExxonMobil reported second-quarter 2025 earnings per share of $1.64, beating estimates, but total revenues of $81.5 billion missed expectations [7]