Core Insights - Philip Morris reported $10.14 billion in revenue for Q2 2025, a year-over-year increase of 7.1%, with an EPS of $1.91 compared to $1.59 a year ago, indicating positive growth despite a slight revenue miss against estimates [1] - The company’s revenue fell short of the Zacks Consensus Estimate by 1.12%, while the EPS exceeded the consensus estimate by 3.24% [1] Financial Performance - Shipment Volume for Cigarettes and HTUs totaled 194.06 billion, slightly below the average estimate of 195.25 billion [4] - Shipment Volume for EA, AU & PMI DF was 28.33 billion, surpassing the average estimate of 27.1 billion [4] - Shipment Volume for SSEA, CIS & MEA reached 95.33 billion, close to the average estimate of 95.56 billion [4] - Shipment Volume for Americas was 15.33 billion, below the average estimate of 16.46 billion [4] Geographic Revenue Breakdown - Net Revenues for EA, AU & PMI DF were $1.71 billion, slightly below the average estimate of $1.77 billion, reflecting a year-over-year change of +2.1% [4] - Net Revenues for Europe amounted to $4.23 billion, slightly below the estimated $4.26 billion, with a year-over-year increase of +11% [4] - Net Revenues for SSEA, CIS & MEA were $2.93 billion, matching the average estimate, with a year-over-year change of +5.6% [4] - Net Revenues for Americas were $1.27 billion, below the average estimate of $1.33 billion, showing a year-over-year change of +12.7% [4] Smoke-Free and Combustible Tobacco Revenue - Net Revenues from Smoke-Free Excl. W&H in SSEA, CIS & MEA were $365 million, below the average estimate of $398.54 million, with a year-over-year change of +7.7% [4] - Net Revenues from Smoke-Free Excl. W&H in EA, AU & PMI DF were $1.05 billion, slightly below the estimated $1.07 billion, reflecting a -0.2% change year-over-year [4] - Total Net Revenues from Smoke-Free Excl. W&H were $4.1 billion, below the average estimate of $4.23 billion, with a year-over-year increase of +16.3% [4] - Total Net Revenues from Combustible Tobacco were $5.98 billion, below the average estimate of $6.08 billion, with a year-over-year change of +2.1% [4] Stock Performance - Philip Morris shares have returned -2.4% over the past month, contrasting with the Zacks S&P 500 composite's +5.9% change, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - General Motors (GM) reported a revenue of $47.12 billion for the quarter ended June 2025, reflecting a decrease of 1.8% year-over-year, with EPS at $2.53 compared to $3.06 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $46.25 billion by 1.89%, and the EPS also surpassed the consensus estimate of $2.39 by 5.86% [1] Financial Performance - Total net sales and revenue for GM Financial reached $4.26 billion, exceeding the average estimate of $4.02 billion, marking an 8.6% year-over-year increase [4] - Total net sales and revenue for Total Automotive was $42.87 billion, slightly below the estimated $41.02 billion, representing a decline of 2.7% year-over-year [4] - Total net sales and revenue for Total Automotive - GMNA was $39.49 billion, compared to the estimated $37.56 billion, indicating a decrease of 3% year-over-year [4] Vehicle Sales - Worldwide wholesale vehicle sales totaled 974 thousand, surpassing the estimated 949.67 thousand [4] - GMNA's wholesale vehicle sales were 849 thousand, exceeding the estimate of 828.43 thousand [4] - Total GMI wholesale vehicle sales were 125 thousand, slightly below the estimate of 131.05 thousand [4] Stock Performance - GM shares returned +9.7% over the past month, outperforming the Zacks S&P 500 composite's +5.9% 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 - JB Hunt reported $2.93 billion in revenue for the quarter ended June 2025, showing no change year over year, with an EPS of $1.31 compared to $1.32 a year ago, indicating a slight decline in earnings [1] - The reported revenue fell short of the Zacks Consensus Estimate of $2.94 billion, resulting in a surprise of -0.54%, while the EPS also missed the consensus estimate of $1.34 by -2.24% [1] Financial Performance Metrics - Average trucks during the period were 12,689, exceeding the three-analyst average estimate of 12,624 [4] - Revenue per load for Integrated Capacity Solutions was $1,967.00, surpassing the average estimate of $1,949.26 [4] - Intermodal revenue per load was $2,738.00, below the average estimate of $2,797.39 [4] - Truckload revenue was $176.97 million, exceeding the average estimate of $163.94 million, representing a year-over-year increase of +5.3% [4] - Dedicated revenue was $846.76 million, slightly below the average estimate of $849.27 million, reflecting a -0.5% change year over year [4] - Final Mile Services revenue was $210.63 million, missing the average estimate of $219.08 million, indicating a -10.5% change year over year [4] - Integrated Capacity Solutions revenue was $260.24 million, below the average estimate of $272.18 million, representing a -3.8% year-over-year change [4] - Intermodal revenue was $1.44 billion, slightly below the average estimate of $1.45 billion, showing a +2.2% change year over year [4] - Fuel surcharge revenues were $351.86 million, missing the average estimate of $357.33 million, reflecting an -8.3% change year over year [4] - Operating revenues, excluding fuel surcharge revenues, were $2.58 billion, below the average estimate of $2.62 billion, indicating a +1.2% year-over-year change [4] - Intersegment eliminations were reported at $-4.3 million, slightly better than the average estimate of $-4.54 million, showing a year-over-year change of +19.9% [4] Stock Performance - JB Hunt shares returned +6.8% over the past month, outperforming the Zacks S&P 500 composite's +5% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Insights - Steris reported revenue of $1.48 billion for the quarter ended March 2025, reflecting a year-over-year increase of 4.3% and an EPS of $2.74, up from $2.41 in the same quarter last year [1] - The reported revenue was in line with the Zacks Consensus Estimate, showing a slight surprise of -0.09%, while the EPS exceeded expectations by 5.79% [1] Financial Performance Metrics - Healthcare revenues reached $1.06 billion, surpassing the average estimate of $1.05 billion, marking a 4.9% increase year-over-year [4] - Healthcare Products - Consumables generated $352.74 million, slightly below the estimate of $355.87 million, but still showing a 6% increase from the previous year [4] - Healthcare Products - Capital equipment reported $318.03 million, which was below the average estimate of $329.58 million, representing a decline of 4.1% year-over-year [4] - Healthcare Products - Service revenues were $386.41 million, exceeding the estimate of $367.62 million, with a significant year-over-year increase of 12.5% [4] - Life Sciences revenues totaled $149.47 million, falling short of the $158.82 million estimate, reflecting a 7% decrease year-over-year [4] - Applied Sterilization Technologies (AST) revenues were $273.89 million, slightly above the estimate of $269.92 million, with a year-over-year increase of 9.2% [4] - Life Sciences - Service revenues were $36.45 million, below the estimate of $44.18 million, showing a decline of 20.7% year-over-year [4] - Life Sciences - Capital equipment revenues were $36.98 million, under the average estimate of $40.52 million, representing a decrease of 16.4% year-over-year [4] - Life Sciences - Consumables generated $76.04 million, slightly below the estimate of $77.15 million, with an 8% increase year-over-year [4] Operating Income - Operating income for Healthcare was reported at $279.71 million, exceeding the average estimate of $255.95 million [4] - Corporate and Other reported an operating loss of $99.31 million, worse than the estimated loss of $83.07 million [4] - Operating income for Applied Sterilization Technologies (AST) was $122.20 million, slightly above the average estimate of $118.69 million [4] Stock Performance - Steris shares have returned +4.6% over the past month, compared to the Zacks S&P 500 composite's +9.9% change, indicating potential for future outperformance [3]

Core Insights - Integral Ad Science (IAS) reported revenue of $134.07 million for the quarter ended March 2025, reflecting a year-over-year increase of 17.1% [1] - The earnings per share (EPS) for the quarter was $0.05, a significant improvement from -$0.01 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $129.66 million by 3.40%, while the EPS surpassed the consensus estimate of $0.03 by 66.67% [1] Revenue Breakdown - Optimization revenue reached $64.81 million, exceeding the average estimate of $60.56 million by four analysts, marking a year-over-year increase of 23.4% [4] - Publisher revenue was reported at $20.89 million, surpassing the average estimate of $19.30 million, with a year-over-year growth of 32.2% [4] - Measurement revenue totaled $48.37 million, slightly below the average estimate of $49.82 million, but still showing a year-over-year increase of 4.5% [4] Stock Performance - Shares of Integral Ad Science have returned +14.7% over the past month, outperforming the Zacks S&P 500 composite's +3.8% 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 - Microchip Technology reported revenue of $970.5 million for the quarter ended March 2025, a decrease of 26.8% year-over-year, with EPS at $0.11 compared to $0.57 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $961.07 million by 0.98%, while the EPS also surpassed the consensus estimate of $0.10 by 10% [1] Financial Performance - The company's mixed-signal microcontrollers net sales were $477.20 million, below the estimated $500.65 million, reflecting a year-over-year decline of 31.4% [4] - Net sales for other categories reached $231.70 million, exceeding the average estimate of $210.26 million, but still representing a 23.1% decrease year-over-year [4] - Analog net sales were reported at $261.60 million, slightly above the average estimate of $250.64 million, with a year-over-year decline of 20.5% [4] Stock Performance - Over the past month, shares of Microchip Technology have returned +26.6%, outperforming the Zacks S&P 500 composite's +13.7% change [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 - Peloton reported $624 million in revenue for the quarter ended March 2025, reflecting a year-over-year decline of 13.1% and an EPS of -$0.12 compared to -$0.45 a year ago, with a revenue surprise of +0.69% against the Zacks Consensus Estimate of $619.71 million [1] Financial Performance - The company experienced a significant decline in revenue from Connected Fitness Products, reporting $205.50 million, which is a -26.6% change year-over-year, while Subscription revenues were $418.50 million, down -4.4% year-over-year [4] - Ending Connected Fitness Subscriptions were reported at 2,880, slightly above the average estimate of 2,862, while Paid App Subscriptions reached 573,000, exceeding the average estimate of 569,348 [4] - Average Net Monthly Connected Fitness Churn was reported at 8.1%, significantly higher than the estimated 1.4% [4] Market Performance - Peloton's shares have returned +18.9% over the past month, outperforming the Zacks S&P 500 composite's +11.3% change, and the stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - Pan American Silver reported a revenue of $773.2 million for the quarter ended March 2025, marking a 28.6% increase year-over-year and a surprise of +10.99% over the Zacks Consensus Estimate of $696.62 million [1] - The company's EPS for the quarter was $0.42, significantly up from $0.01 in the same quarter last year, resulting in an EPS surprise of +121.05% compared to the consensus estimate of $0.19 [1] Financial Performance - The stock of Pan American Silver has returned +15.3% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change, and currently holds a Zacks Rank 2 (Buy) [3] - Key production metrics include: - Gold production: 182.2 Koz, slightly below the average estimate of 185.63 Koz [4] - Silver production: 5,003 Koz, exceeding the average estimate of 4,877.26 Koz [4] - La Colorada Operation produced 1.2 Koz of gold, above the average estimate of 0.66 Koz, and 1,389 Koz of silver, slightly above the average estimate of 1,357.67 Koz [4] - Huaron Operation produced 951 Koz of silver, exceeding the average estimate of 888.87 Koz [4] - San Vicente Operation produced 643 Koz of silver, above the average estimate of 629.11 Koz [4] - Dolores Operation produced 349 Koz of silver and 14 Koz of gold, both exceeding their respective average estimates [4] - Shahuindo Operation produced 29.5 Koz of gold, slightly below the average estimate of 30.43 Koz [4] - Timmins Operation produced 28.5 Koz of gold, below the average estimate of 30.31 Koz [4] Pricing Metrics - Average realized prices per ounce were: - Silver: $31.25, slightly below the average estimate of $32.08 [4] - Gold: $2,868, above the average estimate of $2,786.08 [4]

Core Insights - Heron Therapeutics reported revenue of $38.9 million for the quarter ended March 2025, reflecting a 12.2% increase year-over-year and surpassing the Zacks Consensus Estimate of $37.08 million by 4.93% [1] - The company achieved an EPS of $0.01, a significant improvement from -$0.02 in the same quarter last year, resulting in an EPS surprise of 200% compared to the consensus estimate of -$0.01 [1] Financial Performance Metrics - Net Product Sales for Oncology drug SUSTOL were $2.86 million, falling short of the $2.98 million estimate, representing a year-over-year decline of 20.6% [4] - Net Product Sales for Acute Care drug APONVIE reached $2.26 million, exceeding the $1.98 million estimate, marking a substantial increase of 352% year-over-year [4] - Net Product Sales for Acute Care drug ZYNRELEF were reported at $8.04 million, below the $9.03 million estimate, but still showing a 60.8% increase compared to the previous year [4] - Net Product Sales for Oncology drug CINVANTI amounted to $25.74 million, surpassing the $23.10 million estimate, with a slight year-over-year increase of 0.6% [4] Stock Performance - Shares of Heron Therapeutics have returned +8.7% over the past month, while the Zacks S&P 500 composite has changed by +11.5% [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - Pros Holdings (PRO) reported revenue of $86.32 million for the quarter ended March 2025, marking a year-over-year increase of 7% and exceeding the Zacks Consensus Estimate of $85.43 million by 1.04% [1] - The company's earnings per share (EPS) for the same period was $0.13, compared to $0.04 a year ago, aligning with the consensus EPS estimate [1] Revenue Breakdown - Total subscription, maintenance, and support revenue reached $73.56 million, surpassing the average estimate of $73.20 million by analysts, reflecting an 8.3% year-over-year increase [4] - Subscription revenue was reported at $70.83 million, exceeding the average estimate of $70.50 million, with a year-over-year change of 10.1% [4] - Maintenance and support revenue was $2.73 million, slightly above the average estimate of $2.70 million, but showed a significant year-over-year decline of 24.1% [4] - Services revenue amounted to $12.76 million, exceeding the average estimate of $12.24 million, with a minimal year-over-year change of 0.1% [4] Stock Performance - Pros Holdings shares have returned -11.1% over the past month, in contrast to the Zacks S&P 500 composite's -0.7% 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]