Palantir Jumps After Reporting Record Quarterly Sales Growth. Listen for more on Bloomberg Intelligence. https://t.co/FpRvoz8FKq ...

Jeronimo Martins, which made its last major acquisition almost two decades ago, may have to shift to a more aggressive strategy in order to boost sales by 50% within five years https://t.co/Iz070F3xVF ...

Core Insights - Kelso Technologies Inc. reported its second consecutive profitable quarter with a net income of $72,175 for Q2-2025, despite a revenue decline of 8.6% year-over-year due to macroeconomic challenges [5][12][14] - The company anticipates flat to slightly positive sales growth of 0% to 5% for FY2025 compared to FY2024, while maintaining disciplined cost management to prepare for future demand increases [5][14][16] - Kelso is actively seeking full approval from the Association of American Railroads (AAR) for its new products, which is expected to create new revenue opportunities [15][17] Financial Performance Summary - For the three months ended June 30, 2025, revenues were $2,643,208, down from $2,891,591 in the same period of 2024, with a gross profit of $1,075,446 and a gross profit margin of 41% [4][5] - In the first half of 2025, total revenues reached $5,801,283, slightly up from $5,544,195 in the first half of 2024, with a gross profit of $2,485,201 and a gross profit margin of 43% [4][5] - The company reduced total expenses by 30% year-over-year, amounting to $580,303, demonstrating effective cost management [5][12] Liquidity and Capital Resources - As of June 30, 2025, the company had cash of $488,273 and accounts receivable of $1,303,613, compared to cash of $153,147 and accounts receivable of $1,091,304 as of December 31, 2024 [8][9] - The working capital position improved to $2,682,405 as of June 30, 2025, up from $2,125,386 at the end of 2024 [9] - The company fully repaid $250,000 drawn from its $500,000 line of credit, now having access to the entire amount [10] Strategic Outlook - The company is preparing for a potential rebound in tank car builds, expecting lower production in 2026 but a rise to 13,000 units in 2027 [16] - Kelso's strategic focus includes maintaining operational readiness and cost management to capitalize on anticipated demand increases in the rail industry [14][16] - The company aims to enhance profitability through a wider array of new proprietary products and improved operational efficiency [17][18]

Core Viewpoint - IDEX Corporation reported strong second-quarter 2025 results with adjusted earnings of $2.07 per share, exceeding estimates and reflecting stable performance year-over-year [1][9] Revenue Details - IDEX's net sales reached $865.4 million, surpassing the Zacks Consensus Estimate of $857 million, marking a 7% increase year-over-year [2][9] - Organic sales grew by 1% year-over-year, while acquisitions/divestitures contributed positively by 5% [2] - The Fluid & Metering Technologies segment reported net sales of $310.9 million, down 3% year-over-year [2] - The Health & Science Technologies segment saw net sales of $365.3 million, up 20% year-over-year, driven by strong organic growth and acquisitions [3] - The Fire & Safety/Diversified Products segment achieved net sales of $191.5 million, increasing 3% year-over-year [4] Margin Profile - Cost of sales increased by 7.4% year-over-year to $473.2 million, with adjusted gross profit rising to $392.2 million, up 6.9% [5] - Adjusted EBITDA was $237.2 million, reflecting a 5.7% increase year-over-year, while the adjusted EBITDA margin decreased to 27.4% [5][6] - Operating income rose to $187.9 million, up 2.8% year-over-year, with an operating margin of 21.7% [6] Balance Sheet and Cash Flow - At the end of Q2, IDEX had cash and cash equivalents of $568.2 million, down from $620.8 million at the end of Q4 2024 [7] - Long-term borrowings decreased to $1.85 billion from $1.9 billion at the end of Q4 2024 [7] - In the first half of 2025, IDEX generated net cash of $267.4 million from operating activities, down 7.9% year-over-year [8] Outlook - For Q3 2025, IDEX anticipates adjusted earnings in the range of $1.90-$1.95 per share and organic sales growth of 2-3% [11] - For the full year 2025, adjusted earnings are expected to be between $7.85-$7.95 per share, indicating a slight increase from 2024 [12]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to associated risks and volatility [1] Group 1: Company Overview - Wartsila (WRTBY) is identified as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 38.4%, with projected EPS growth of 16.7% this year, surpassing the industry average of 12.2% [5] Group 2: Key Growth Metrics - Earnings growth is crucial for attracting investor attention, with double-digit growth preferred by growth investors [4] - Wartsila's asset utilization ratio is 0.89, indicating higher efficiency compared to the industry average of 0.73 [6] - The company's sales are expected to grow by 19.2% this year, significantly higher than the industry average of 4% [7] Group 3: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are important, with Wartsila's current-year earnings estimates rising by 10.5% over the past month [8] - The company has achieved a Growth Score of A and a Zacks Rank of 2 due to these positive revisions [9]

Tractor Supply Co. rose after posting its best sales growth in two years as steady demand for its livestock feed, coupled with positive momentum in big-ticket purchases, lifted results above expectations https://t.co/jbT4txrYKg ...

Core Insights - AAR Corp. reported fourth-quarter fiscal 2025 adjusted earnings of $1.16 per share, exceeding the Zacks Consensus Estimate of $1.00 by 16% and improving 31.8% from the previous year's 88 cents per share [1][7] - The company achieved fiscal 2025 adjusted earnings of $3.91 per share, up from $3.33 in the prior year, driven by improved operating efficiency and surpassing the Zacks Consensus Estimate of $3.75 per share [2] Financial Performance - AAR generated net sales of $754.5 million in the fourth quarter, exceeding the Zacks Consensus Estimate of $691 million by 9.2% and increasing 14.9% from $656.5 million in the same quarter last year [3][7] - Total revenues for fiscal 2025 reached $2.78 billion, up from $2.32 billion in fiscal 2024, and also surpassed the Zacks Consensus Estimate of $2.72 billion [3] Segment Performance - In the fourth quarter, the Parts Supply segment reported sales of $305.5 million, a 17.4% increase year over year [4] - Repair & Engineering sales were $222.6 million, up 2.9% from the prior year [4] - Integrated Solutions sales reached $200.1 million, a 22.4% increase from the previous year [4] - Expeditionary Services recorded sales of $26.3 million, up 61.3% year over year [4] Operational Efficiency - AAR's adjusted operating margin improved from 9.3% to 10.5%, attributed to strong growth and a favorable mix in the Parts Supply segment [5][7] - Selling, general and administrative expenses decreased to $77.4 million from $94.8 million a year ago [5] - Net interest expenses for the quarter were $18.4 million, slightly down from $18.7 million in the prior year [5] Cash and Debt Position - As of May 31, 2025, AAR's cash and cash equivalents were $96.5 million, up from $85.8 million a year earlier [6] - The company's long-term debt decreased to $968 million from $985.4 million as of May 31, 2024 [6] Cash Flow - In fiscal 2025, net cash provided from operating activities was $36.1 million, compared to $43.6 million in the previous year [8]

Market Trends - Asian convertible bond sales are soaring in 2025, trending towards multiyear highs [1]

Core Insights - PriceSmart, Inc. (PSMT) reported third-quarter fiscal 2025 results with year-over-year increases in both revenue and earnings, although earnings fell short of the Zacks Consensus Estimate [1][4]. Financial Performance - Adjusted earnings per share for the quarter were $1.14, missing the Zacks Consensus Estimate of $1.16, but representing a 5.6% increase from $1.08 in the same quarter last year [4]. - Total revenues reached $1.32 billion, marking a 7.1% increase from the prior-year quarter, while net merchandise sales climbed to $1.29 billion, an 8% increase year-over-year [4]. - On a constant currency basis, net merchandise sales rose by 9.5%, although foreign currency fluctuations negatively impacted sales by $18.6 million, or 1.5% [4]. - Membership income increased by 13.4% year-over-year to $21.9 million [4]. Comparable Sales - Comparable net merchandise sales grew by 7% for the 13 weeks ending June 1, 2025, compared to the same period the previous year, with an 8.5% increase on a constant currency basis [5]. Cost and Margins - Selling, general and administrative expenses totaled $172.8 million, up 8.4% from $159.5 million in the prior-year quarter, representing approximately 13.1% of total revenues [8]. - Operating income for the quarter was $56.2 million, an increase from $49.9 million in the prior-year period, with an operating margin improvement of 20 basis points to approximately 4.3% [9]. EBITDA and Financial Health - Adjusted EBITDA increased by 11.2% year-over-year to $79 million, with an adjusted EBITDA margin of approximately 6%, up 20 basis points from the previous year [10][11]. - The company ended the quarter with cash and cash equivalents of $168 million, long-term debt of $86.2 million, and total shareholders' equity of $1.21 billion [12]. - As of May 31, 2025, PriceSmart operated 55 warehouse clubs, an increase from 54 clubs a year earlier [12]. Strategic Expansion - PriceSmart is evaluating Chile as a potential new market for multiple warehouse clubs, indicating a commitment to strategic expansion and long-term growth [3][2].

Core Insights - The markets started 2025 strong but have faced increased volatility due to the Trump administration's tariff plans and geopolitical uncertainties, leading to cautious investor behavior [1] Stock Selection Strategy - A conventional method for selecting stocks is focusing on those with steady sales growth, with The Walt Disney Company (DIS), Agnico Eagle Mines Limited (AEM), Adobe Inc. (ADBE), and Xylem Inc. (XYL) highlighted as potential candidates [2][10] - Revenue growth is prioritized over earnings as it indicates an expanding customer base and long-term potential, while stagnant revenue may signal operational challenges [3] - An effective investment strategy should also analyze a company's cash position alongside sales, as strong cash reserves and healthy cash flow provide flexibility for growth and stability [4] Screening Parameters - Stocks are shortlisted based on criteria including 5-Year Historical Sales Growth (%) greater than the industry average and Cash Flow exceeding $500 million [5] - Additional metrics include a Price-to-Sales (P/S) Ratio lower than the industry average, positive % Change in F1 Sales Estimate Revisions, Operating Margin greater than 5%, Return on Equity (ROE) above 5%, and a Zacks Rank of 1 or 2 [6][7][8] Company Highlights - The Walt Disney Company (DIS) has a projected sales growth rate of 4.1% for 2025 and currently holds a Zacks Rank of 2 [11] - Agnico Eagle Mines (AEM) is expected to see a sales growth rate of 24.6% in 2025 and has a Zacks Rank of 1 [12] - Adobe Inc. (ADBE) anticipates a sales increase of 9.5% for fiscal 2025 and holds a Zacks Rank of 2 [12] - Xylem Inc. (XYL) has a projected sales growth of 2.2% for 2025 and also carries a Zacks Rank of 2 [13]