Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Flowers Foods despite higher revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - Flowers Foods is expected to report quarterly earnings of $0.29 per share, reflecting a year-over-year decrease of 19.4%, while revenues are projected to be $1.27 billion, an increase of 3.6% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.93% over the last 30 days, indicating a collective reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Flowers Foods is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.49%, suggesting a bearish outlook from analysts [12]. Historical Performance - In the last reported quarter, Flowers Foods was expected to earn $0.38 per share but only achieved $0.35, resulting in a surprise of -7.89%. Over the last four quarters, the company has beaten consensus EPS estimates three times [13][14]. Investment Considerations - Despite the potential for an earnings beat, Flowers Foods does not appear to be a compelling candidate for such an outcome, and investors should consider other factors before making investment decisions [17].

分组1 - Repare Therapeutics Inc. reported a quarterly loss of $0.39 per share, which was better than the Zacks Consensus Estimate of a loss of $0.56, representing an earnings surprise of +30.36% [1] - The company posted revenues of $0.25 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 95%, and this is a decline from year-ago revenues of $1.07 million [2] - The stock has gained about 16% since the beginning of the year, outperforming the S&P 500's gain of 7.8% [3] 分组2 - The current consensus EPS estimate for the coming quarter is -$0.49 on $5 million in revenues, and for the current fiscal year, it is -$2.45 on $20 million in revenues [7] - The Medical - Biomedical and Genetics industry is currently ranked in the bottom 43% of over 250 Zacks industries, indicating potential challenges for stocks in this sector [8]

Financial Performance - For the quarter ended June 2025, DiamondRock Hospitality (DRH) reported revenue of $305.72 million, down 1.2% year-over-year [1] - EPS for the quarter was $0.35, compared to $0.10 in the same quarter last year, indicating significant improvement [1] - The reported revenue was below the Zacks Consensus Estimate of $308.63 million, resulting in a surprise of -0.94% [1] - The company delivered an EPS surprise of +6.06%, with the consensus EPS estimate being $0.33 [1] Key Metrics - Revenues from Other sources were $28.66 million, exceeding the estimated $27.87 million, representing a +3.5% change year-over-year [4] - Food and beverage revenues were reported at $78.83 million, slightly above the estimated $78.58 million, with a +0.9% change compared to the previous year [4] - Room revenues were $198.24 million, below the estimated $205.01 million, reflecting a year-over-year decline of -2.6% [4] - Net Earnings Per Share (Diluted) was $0.18, slightly below the estimated $0.19 [4] Stock Performance - Shares of DiamondRock Hospitality have returned -4.9% over the past month, contrasting with the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Group 1 - Willdan Group reported quarterly earnings of $1.5 per share, exceeding the Zacks Consensus Estimate of $0.72 per share, and showing a significant increase from $0.55 per share a year ago, resulting in an earnings surprise of +108.33% [1] - The company achieved revenues of $94.97 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 13.80%, although this represents a decline from year-ago revenues of $141 million [2] - Willdan has consistently outperformed consensus EPS estimates over the last four quarters, achieving this four times [2] Group 2 - The stock has appreciated approximately 131.1% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.9% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the outlook for earnings estimates [4][6] - Current consensus EPS estimate for the upcoming quarter is $0.77 on revenues of $84.9 million, and for the current fiscal year, it is $2.82 on revenues of $330.15 million [7] Group 3 - The Zacks Industry Rank indicates that the Business - Services sector is currently in the top 41% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this industry [8] - The trend of estimate revisions for Willdan was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]

Group 1: Earnings Performance - Post Holdings reported quarterly earnings of $2.03 per share, exceeding the Zacks Consensus Estimate of $1.67 per share, and up from $1.54 per share a year ago, representing an earnings surprise of +21.56% [1] - The company has surpassed consensus EPS estimates in all four of the last quarters [2] - Revenue for the quarter ended June 2025 was $1.98 billion, surpassing the Zacks Consensus Estimate by 1.70%, and up from $1.95 billion year-over-year [2] Group 2: Stock Performance and Outlook - Post Holdings shares have declined approximately 10.5% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $1.95 on revenues of $2.27 billion, and for the current fiscal year, it is $6.73 on revenues of $8.14 billion [7] Group 3: Industry Context - The Zacks Industry Rank for Food - Miscellaneous is currently in the bottom 23% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for Post Holdings was favorable ahead of the earnings release, resulting in a Zacks Rank 1 (Strong Buy) for the stock, indicating expected outperformance in the near future [6]

Group 1: Earnings Performance - Pangaea Logistics reported a quarterly loss of $0.02 per share, better than the Zacks Consensus Estimate of a loss of $0.04, and compared to earnings of $0.10 per share a year ago, representing an earnings surprise of +50.00% [1] - The company posted revenues of $156.69 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 26.65%, and compared to year-ago revenues of $131.5 million [2] - Over the last four quarters, Pangaea Logistics has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - Pangaea Logistics shares have lost about 7.8% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates of $0.03 on $132.27 million in revenues for the coming quarter and $0.11 on $523.44 million in revenues for the current fiscal year [7] - The estimate revisions trend for Pangaea Logistics was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Group 3: Industry Context - The Transportation - Shipping industry, to which Pangaea Logistics belongs, is currently in the bottom 37% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Group 1 - Alector reported a quarterly loss of $0.3 per share, better than the Zacks Consensus Estimate of a loss of $0.45, representing an earnings surprise of +33.33% [1] - The company posted revenues of $7.87 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 177.94%, compared to year-ago revenues of $15.08 million [2] - Alector has surpassed consensus EPS estimates four times over the last four quarters and topped consensus revenue estimates two times during the same period [2] Group 2 - Alector shares have declined approximately 24.3% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The company's earnings outlook, including current consensus earnings expectations for upcoming quarters, will be crucial for investors [4] - The current consensus EPS estimate for the coming quarter is -$0.49 on revenues of $2.83 million, and -$1.84 on revenues of $12.17 million for the current fiscal year [7] Group 3 - The Medical - Biomedical and Genetics industry, to which Alector belongs, is currently in the top 41% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - Alector currently holds a Zacks Rank 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]

Core Insights - Vishay Intertechnology, Inc. (VSH) reported a second-quarter 2025 loss of 7 cents per share, missing the Zacks Consensus Estimate of earnings of 2 cents and down from earnings of 17 cents in the same quarter last year [1][7] - Revenues for the second quarter were $762.3 million, exceeding the Zacks Consensus Estimate by 0.3% and reflecting a year-over-year increase of 2.9% [1][7] Financial Performance - The company's weak second-quarter performance led to a 14.05% decline in share price, with a year-to-date drop of 17.8%, underperforming the Zacks Computer and Technology sector's growth of 10.9% [2] - VSH has a mixed earnings surprise history, missing the Zacks Consensus Estimate in three of the last four quarters, with an average negative surprise of 149.2% [2] Revenue Breakdown - Revenues from MOSFETs (19.5% of total revenues) were $148.6 million, down 4.19% year over year, with a book-to-bill ratio of 1.00 [3] - Diodes (19.4% of total revenues) generated $147.9 million, up 1.1% year over year, with a book-to-bill ratio of 0.93 [3] - Optoelectronics (7.1% of total revenues) revenues were $54.1 million, up 2.1% year over year, with a book-to-bill ratio of 1.05 [4] - Resistors (25.6% of total revenues) brought in $194.8 million, up 8.5% year over year, with a book-to-bill ratio of 0.91 [4] - Inductors (12.6% of total revenues) revenues were $95.7 million, up 1.7% year over year, with a book-to-bill ratio of 0.91 [4] - Capacitors (15.9% of total revenues) generated $121.1 million, up 6.8% year over year, with a book-to-bill ratio of 1.40 [5] Profitability Metrics - Adjusted EBITDA for the second quarter was $63.5 million, down 28.2% year over year, with an adjusted EBITDA margin of 8.3%, a contraction of 360 basis points [5][7] - The operating margin was reported at 2.9%, down from 5.1% in the year-ago quarter [5][7] Balance Sheet and Cash Flow - As of June 28, 2025, VSH's cash and cash equivalents were $473.9 million, down from $609.4 million as of March 29, 2025 [6] - Long-term debt decreased to $914.5 million from $988.2 million as of March 29 [6] - The company reported net cash used in operating activities of $8.8 million and a negative free cash flow of $73.2 million for the quarter [6] Guidance - For the third quarter, Vishay Intertechnology expects revenues of $775 million (plus or minus $20 million), with the Zacks Consensus Estimate for revenues at $752.4 million, indicating a year-over-year increase of 2.3% [8] - The anticipated gross profit margin is 19.7% (plus or minus 50 basis points), while the Zacks Consensus Estimate for earnings is 3 cents per share, reflecting a year-over-year decline of 62.5% [8]

Core Insights - SunOpta reported quarterly earnings of $0.04 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, marking a 100% earnings surprise compared to $0.02 per share a year ago [1] - The company achieved revenues of $191.49 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.16% and showing an increase from $170.99 million year-over-year [2] Financial Performance - Over the last four quarters, SunOpta has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] - The current consensus EPS estimate for the upcoming quarter is $0.05 on revenues of $190.1 million, and for the current fiscal year, it is $0.18 on revenues of $788 million [7] Market Position - SunOpta shares have declined approximately 28.8% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] - The Zacks Industry Rank for Food - Miscellaneous is currently in the bottom 23% of over 250 Zacks industries, indicating potential challenges for the sector [8] Future Outlook - The sustainability of SunOpta's stock price movement will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The estimate revisions trend for SunOpta was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]

Core Insights - Fresenius Medical Care AG & Co. (FMS) reported second-quarter 2025 adjusted earnings per share (EPS) of 52 cents, exceeding the Zacks Consensus Estimate by 4% and reflecting a year-over-year increase of 36.8% [1][7] - Revenues reached $5.44 billion (EUR 4,792 million), surpassing the Zacks Consensus Estimate by 1.6%, with a year-over-year growth of 1% and 5% at constant currency [2][7] Revenue Details - The revenue growth was impacted by divestitures as part of the portfolio optimization plan, which negatively affected revenue by EUR 6 million in the second quarter [3] - Full-year top-line numbers are expected to reflect a 100 basis points negative impact due to the portfolio optimization plan in 2024 [3] Segment Performance - Fresenius Medical has implemented a new operating model in 2024, reporting under two segments: Care Delivery and Care Enablement [4] - Care Delivery segment revenues decreased by 3% year-over-year but increased by 1% at constant currency and 4% organically [5] - Care Enablement segment revenues decreased by 1% year-over-year but gained 3% at constant currency and organically [9] Margin Analysis - Gross profit improved by 4.2% year-over-year, with gross margin expanding by 90 basis points to 25.4% [10] - Adjusted operating income increased by 9.2% from the prior-year quarter, with the adjusted operating margin expanding by 80 basis points to 9.9% [10] 2025 Guidance - Fresenius Medical expects low-single-digit revenue growth and high-teens to high-twenties percent growth in operating income for 2025 [11] Strategic Initiatives - The FME25 transformation program delivered EUR 58 million in additional sustainable savings, with a target of around EUR 180 million in additional annual savings by the end of 2027 [13] - Continued divestment of non-core and dilutive assets is seen as a positive move to focus on core categories and enhance cash resources [14]