Core Viewpoint - Ooma, Inc. is set to release its second-quarter earnings results, with analysts expecting an increase in earnings per share and revenue compared to the previous year [1]. Financial Performance - Analysts anticipate Ooma will report quarterly earnings of 20 cents per share, up from 15 cents per share in the same period last year [1]. - The projected quarterly revenue is $65.72 million, compared to $64.13 million a year earlier [1]. Stock Performance - Ooma shares experienced a decline of 0.5%, closing at $11.98 on Monday [2]. Analyst Ratings - Citizens Capital Markets analyst Patrick Walravens reiterated a Market Perform rating on March 5, 2025, with an accuracy rate of 60% [4]. - Northland Capital Markets analyst Michael Latimore maintained an Outperform rating and raised the price target from $16 to $18 on December 5, 2024, with an accuracy rate of 63% [4].

KE Holdings Inc. BEKE will release earnings results for the second quarter, before the opening bell on Tuesday, Aug. 26.Analysts expect the Hollywood, Florida-based company to report quarterly earnings at $1.14 per share, up from 97 cents per share in the year-ago period. KE Holdings projects to report quarterly revenue of $1.12 billion, compared to $992.25 million a year earlier, according to data from Benzinga Pro.On May 15, the company said net revenues for the first quarter rose 42.4% year-over-year (Y/ ...

Core Viewpoint - Plexus reported strong Q3 fiscal 2025 earnings, with adjusted EPS of $1.90, surpassing estimates and showing significant year-over-year growth [3][15]. Financial Performance - Q3 adjusted EPS was $1.90 compared to $1.45 in the same quarter last year, beating the Zacks Consensus Estimate of $1.71 [3]. - Revenues reached $1.018 billion, a nearly 6% increase year-over-year, but slightly missed the Zacks Consensus Estimate of $1.021 billion [4]. - The company announced 41 manufacturing program wins, expected to contribute $250 million in annualized revenues once fully ramped [5]. Market Sector Analysis - Industrial sector revenues increased 3% year-over-year to $415 million, contributing 41% to total revenues [6]. - Healthcare/Life Sciences revenues rose 10.5% to $420 million, also contributing 41% to total revenues [7]. - Aerospace/Defense revenues inched up 2.8% to $183 million, contributing 18% to total revenues [8]. Operating Metrics - Gross profit on a GAAP basis increased 9.4% year-over-year to $103.3 million, with a gross margin of 10.1% [10]. - Selling and administrative expenses rose 8.1% to $49.7 million, while adjusted operating margin expanded to 6% [10]. Cash Flow and Balance Sheet - As of June 28, 2025, cash and cash equivalents were $237.6 million, down from $310.5 million as of March 29 [12]. - Long-term debt increased to $92.2 million from $88.8 million [12]. - Cash flows from operations were $26.9 million, with free cash flow reported at $13.2 million [12]. Share Repurchase and Future Outlook - The company repurchased $18.4 million worth of shares and added $100 million to its buyback authorization [13]. - For Q4 fiscal 2025, revenues are anticipated to be between $1.025 billion and $1.065 billion, with non-GAAP EPS expected in the range of $1.82-$1.97 [14]. Market Sentiment - Estimates for Plexus have been trending upward since the earnings release, indicating positive investor sentiment [15][17]. - The stock has a VGM Score of A, reflecting strong growth potential, though it lags slightly in momentum [16].

Core Viewpoint - TE Connectivity reported strong third-quarter fiscal 2025 earnings, with adjusted earnings per share of $2.27, an 18.8% increase year-over-year, and net sales of $4.53 billion, a 14% increase year-over-year, indicating positive growth trends despite recent stock performance under the S&P 500 [3][11]. Financial Performance - Adjusted earnings of $2.27 per share beat the Zacks Consensus Estimate by 9.13% [3]. - Net sales of $4.53 billion exceeded consensus estimates by 5.2%, with a 14% increase reported and 9% organic growth year-over-year [3]. - Orders totaled $4.5 billion, reflecting a 6% increase both year-over-year and sequentially [4]. Segment Performance - The Transportation solutions segment generated revenues of $2.42 billion, contributing 53.3% to net sales, with a 2.8% year-over-year increase [5]. - Automotive sales increased by 3.3% year-over-year, supported by strong demand in Asia [5]. - The Industrial Solutions segment generated revenues of $2.12 billion, representing a 30% year-over-year increase [6]. - Digital Data Networks, Automation & Connected Living, Aerospace, Defense and Marine, and Energy segments saw significant year-over-year growth of 84.2%, 10%, 8.4%, and 69.9%, respectively [7]. Operating Metrics - GAAP gross margin expanded by 50 basis points year-over-year to 35.3% [8]. - Adjusted operating margin increased by 60 basis points year-over-year to 19.9% [8]. - Research, development, and engineering expenses as a percentage of net sales contracted by 10 basis points to 4.7% [8]. Balance Sheet and Cash Flow - Cash and cash equivalents decreased to $672 million from $2.55 billion [9]. - Long-term debt increased to $4.85 billion from $3.26 billion [9]. - Cash generated from operations was $1.2 billion, up from $0.7 billion in the previous quarter [9]. - Free cash flow rose to $962 million from $424 million in the previous quarter [10]. Future Guidance - TE Connectivity expects fiscal fourth-quarter net sales to increase by 12% year-over-year to $4.55 billion, with adjusted earnings projected to grow by 16% year-over-year to $2.27 per share [11]. - Estimates have trended upward, with a 7.14% shift in consensus estimates over the past month [12]. Investment Outlook - TE Connectivity holds a Zacks Rank 2 (Buy), indicating expectations for above-average returns in the coming months [14].

Core Viewpoint - Alaska Air Group (ALK) reported a mixed performance in its Q2 2025 earnings, with earnings per share beating estimates but showing a significant year-over-year decline. The company is facing challenges in maintaining profitability amid rising operating costs and a slight decrease in load factor [2][5][12]. Financial Performance - Q2 2025 earnings per share were $1.78, exceeding the Zacks Consensus Estimate of $1.56 but down 30.2% year-over-year [2]. - Operating revenues reached $3.70 billion, surpassing the Zacks Consensus Estimate of $3.65 billion, and increased by 27.8% year-over-year, with passenger revenues contributing 90.5% of the total and rising by 27% [2][3]. - Total operating expenses grew by 33% to $3.42 billion, while economic fuel prices decreased by 15.8% to $2.39 per gallon [6]. Revenue Breakdown - Passenger revenues totaled $3.35 billion, while cargo and other revenues increased by 93% to $139 million. Loyalty program revenues grew by 21% year-over-year to $210 million [3]. - Revenue per available seat mile (RASM) fell by 3.3% to 15.39 cents, and yield decreased by 4% to 16.62 cents [4]. Capacity and Traffic - Consolidated traffic, measured in revenue passenger miles, grew by 31.8% to 20.17 billion, while capacity, measured in average seat miles, rose by 32.2% to 24.05 billion [5]. - The load factor decreased to 83.9% from 84.1% in the prior year, indicating that traffic growth did not keep pace with capacity expansion [5]. Liquidity and Debt - As of June 30, 2025, Alaska Air had $750 million in cash and cash equivalents, down from $1.04 billion in the previous quarter. Long-term debt increased to $4.44 billion from $4.29 billion [7]. - The debt-to-capitalization ratio stood at 60% at the end of the reported quarter [7]. Future Outlook - For Q3 2025, Alaska Air anticipates adjusted earnings per share in the range of $1.00-$1.40, with the Zacks Consensus Estimate at $1.55 per share. Available seat miles are expected to decrease by 1% year-over-year [8]. - The company projects adjusted earnings per share for 2025 to exceed $3.25, with available seat miles expected to increase by 2% from 2024 [9]. Estimate Revisions - There has been a downward trend in estimates, with the consensus estimate shifting down by 13.91% over the past month [10]. - Alaska Air currently holds a Zacks Rank 3 (Hold), indicating an expectation of in-line returns in the coming months [12]. Industry Comparison - Alaska Air is part of the Zacks Transportation - Airline industry, where Delta Air Lines (DAL) reported a slight revenue decline of 0.1% year-over-year, with an EPS of $2.10 compared to $2.36 a year ago [13].

Core Viewpoint - CSX's recent earnings report showed a mixed performance, with a slight increase in share price but a decline in key financial metrics, raising questions about future performance leading up to the next earnings release [1]. Financial Performance - Quarterly earnings per share were 44 cents, beating the Zacks Consensus Estimate of 42 cents, but decreased by 10.2% year-over-year due to lower revenues [2]. - Total revenues amounted to $3.57 million, missing the Zacks Consensus Estimate of $3.58 million, and declined by 3.4% year-over-year, attributed to lower export coal prices, reduced fuel surcharge, and a decline in merchandise volume [3]. - Operating income decreased by 11% year-over-year to $1.28 billion, with an operating margin of 35.9%, down 320 basis points year-over-year [3]. - Total expenses increased by 2% year-over-year to $2.29 billion, while overall volumes rose marginally by 0.1% year-over-year, but revenue per unit decreased by 4% year-over-year [4]. Segmental Performance - Merchandise revenues fell by 2% year-over-year to $2.25 billion, with merchandise volumes also down by 2% year-over-year [5]. - Intermodal revenues decreased by 3% year-over-year to $491 million, with segmental volumes increasing by 2% but revenue per unit decreasing by 5% year-over-year [5]. - Coal revenues fell by 15% year-over-year to $477 million, with coal volumes increasing by 1% but segmental revenue per unit declining by 16% year-over-year [6]. - Trucking revenues totaled $211 million, down by 5% year-over-year, while other revenues grew by 20% year-over-year to $138 million [6]. Liquidity and Guidance - CSX ended the second quarter of 2025 with cash and cash equivalents of $387 million, down from $1.14 billion at the end of the prior quarter, while long-term debt remained flat at $18.5 billion [7]. - For 2025, CSX expects total volume growth and anticipates lesser year-over-year revenue headwinds from lower export coal benchmarks and diesel prices in the second half of 2025 [8]. Market Sentiment and Estimates - There has been a downward trend in estimates for CSX over the past month, indicating a cautious outlook among investors [9]. - CSX currently holds a poor Growth Score of F, a Momentum Score of B, and a Value Score of D, placing it in the bottom 40% for the value investment strategy [10]. - Overall, CSX has a Zacks Rank of 3 (Hold), suggesting an expectation of an in-line return from the stock in the coming months [11].

Core Insights - Pentair plc reported strong Q2 earnings, surpassing estimates and raising guidance for 2025, indicating positive momentum in its financial performance [2][10]. Financial Performance - Adjusted EPS for Q2 2025 was $1.39, exceeding the Zacks Consensus Estimate of $1.33 by 4.5% and showing a 14% increase year-over-year [2]. - Net sales increased by 2% year-over-year to $1.123 billion, surpassing the Zacks Consensus Estimate of $1.115 billion [3]. - Gross profit rose 4.3% to $457 million, with a gross margin of 40.7%, up from 39.8% in the prior year [3]. Cost and Expenses - SG&A expenses increased by 29.5% to $214 million, while R&D expenses rose by 1% to $25 million [4]. - Operating income, including one-time items, decreased by 12% to $217.7 million, resulting in an operating margin of 19.4%, down from 22.6% [4]. Segment Performance - Flow segment net sales were flat at $397 million, with operating earnings up 10% to $93 million [6]. - Water Solutions segment net sales declined by 4% to $298 million, with earnings down 3% to $70 million [6]. - Pool segment net sales increased by 9% to $427 million, with operating earnings growing by 14.3% to $152.7 million [7]. Cash Flow and Balance Sheet - Cash and cash equivalents at the end of Q2 2025 were approximately $143 million, up from $119 million at the end of 2024 [8]. - Net cash generated from operating activities was $568 million in the first half of 2025, compared to $432 million in the same period last year [8]. - Long-term debt decreased to $1.39 billion from $1.64 billion as of December 31, 2024 [8]. Shareholder Returns - Pentair increased its dividend by 9% to $0.25 per share, marking the 49th consecutive year of dividend increases [9]. - The company repurchased 1.3 million shares for $125 million in 2025, with $325 million remaining under its share repurchase authorization [9]. Guidance - For 2025, Pentair raised its adjusted EPS guidance to a range of $4.75-$4.85, indicating a year-over-year growth of 9.1% at the midpoint [10]. - The company expects Q3 adjusted EPS between $1.16 and $1.20, implying an 8% rise at the midpoint [11]. Market Sentiment - Since the earnings release, there has been an upward trend in estimates for Pentair, reflecting positive investor sentiment [12]. - Pentair holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [14].

Core Viewpoint - America Movil reported a significant year-over-year increase in net income for Q2 2025, although it fell short of consensus estimates, indicating mixed performance in the telecommunications sector [2][3]. Financial Performance - Net income per ADR for Q2 2025 was 38 cents, compared to a net loss of 2 cents in the same quarter last year, but missed the Zacks Consensus Estimate of 49 cents [2]. - Total quarterly revenues increased by 13.8% to Mex$233,785 million, driven by growth in both Service and Equipment segments [4]. - Service revenues reached Mex$198,540 million, up 13.4% year over year, while Equipment revenues rose 17.3% to Mex$32,911 million [4]. - Comprehensive financing costs decreased by 80.8% to Mex$7,729 million from Mex$40,210 million in the prior year [3]. - Total costs and expenses rose by 15.5% to Mex$141,375 million, while EBITDA increased by 11.2% to Mex$92,409 million, resulting in an EBITDA margin of 39.5% [10]. Subscriber Growth - America Movil gained 1.7 million wireless subscribers in Q2 2025, including 2.9 million postpaid subscribers, with Brazil contributing the most at 1.4 million [5]. - The company experienced a net loss of 1.1 million prepaid subscribers, primarily due to disconnections in Brazil, Chile, and Honduras [5]. Regional Performance - Colombia's revenue grew by 7.6% year over year, driven by a 6.1% increase in service revenue, with strong performance in both fixed and mobile platforms [7]. - Argentina's revenues reached ARS 633,865 million, a 9.9% increase year over year, supported by improved economic conditions [8]. - Central America's revenues increased by 10.1% to $721 million, with growth in both Service and Equipment revenues [9]. Liquidity and Debt - As of June 30, 2025, America Movil had Mex$92,730 million in cash and short-term investments, alongside long-term debt of Mex$453,681 million [12]. Market Outlook - Estimates for America Movil have been trending upward, with a 28.57% shift in consensus estimates over the past month [13]. - The company holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [15].

Core Viewpoint - Chubb Limited reported strong second-quarter earnings, with core operating income exceeding estimates, driven by solid underwriting and investment income growth [2][3]. Financial Performance - Core operating income for Q2 2025 was $6.14 per share, surpassing the Zacks Consensus Estimate by 4.2% and reflecting a year-over-year increase of 14.1% [2]. - Net premiums written rose 6.3% year over year to $14.2 billion, aligning with the Zacks Consensus Estimate [3]. - Net investment income increased by 6.8% year over year to $1.5 billion, although it fell short of the Zacks Consensus Estimate of $1.8 billion [3]. - Total revenues reached $14.8 million, a 6.9% year-over-year improvement, but slightly missed the Zacks Consensus Estimate [3]. Underwriting and Combined Ratio - Property and casualty (P&C) underwriting income was $1.6 billion, up 15% year over year, driven by premium growth and improved underwriting margins [4]. - The P&C combined ratio improved by 120 basis points year over year to 85.6%, although it was higher than the Zacks Consensus Estimate of 85 [5]. Segment Performance - North America Commercial P&C Insurance saw net premiums written increase by 4.1% to $5.7 billion, with a combined ratio of 83.5% [6]. - North America Personal P&C Insurance reported a 9.1% increase in net premiums written to $1.9 billion, with a combined ratio improving to 73.5% [7]. - North America Agricultural Insurance experienced a 3.3% decline in net premiums written to $733 million, with a combined ratio of 89.1% [8]. - Overseas General Insurance net premiums written increased by 8.5% to $3.6 billion, with a combined ratio of 90.3% [9]. - Global Reinsurance saw a 7.6% decrease in net premiums written to $380 million, with a combined ratio improving to 71% [10]. - Life Insurance net premiums written rose by 14.1% to $1.8 billion, with segment income increasing by 10.4% year over year [11]. Financial Health - As of June 30, 2025, cash and restricted cash totaled $2.4 billion, down 7% from the end of 2024, while total shareholders' equity grew by 8.8% to $74.4 billion [12]. - Book value per share increased by 8.9% to $174.07 [12]. - Core operating return on tangible equity declined by 10 basis points year over year to 21% [13]. Capital Deployment - In the quarter, Chubb repurchased shares worth $676 million and paid $388 million in dividends [14]. Market Outlook - Estimates for Chubb have been trending upward, indicating a potential for stable returns in the coming months, with a Zacks Rank of 3 (Hold) [17]. - The stock has a subpar Growth Score of D and a Momentum Score of F, but a Value Score of B [16].

Core Viewpoint - Canadian National Railway (CNI) reported disappointing second-quarter 2025 earnings, missing both earnings and revenue estimates, leading to concerns about its future performance and potential for recovery [2][10]. Financial Performance - CNI's earnings for Q2 2025 were $1.35 per share (C$1.87), missing the Zacks Consensus Estimate of $1.37, and remained flat year-over-year [2]. - Revenues for Q2 2025 were $3.09 billion (C$4.3 billion), missing the Zacks Consensus Estimate of $3.16 billion and declining 2.4% year-over-year [2]. - Revenue ton-miles (RTMs) decreased by 1% year-over-year, while carloads dropped by 0.4% [3]. - Operating expenses fell by 5.2% year-over-year due to cost-cutting efforts [3]. Segment Performance - Freight revenues, which accounted for 95.7% of total revenues, decreased by 1.5% year-over-year, with declines in petroleum and chemicals (5%), metals and minerals (7%), forest products (8%), intermodal (3%), and automotive (6%) [5]. - Revenues from grain and fertilizers rose by 13% compared to 2024 figures, while coal segment revenues remained flat [5][6]. Liquidity and Share Repurchase - CNI ended Q2 with cash and cash equivalents of C$216 million, down from C$232 million in the previous quarter, and long-term debt increased to C$19.3 billion from C$18.9 billion [7]. - CNI generated C$1.75 billion from operating activities and reported free cash flow of C$922 million [7]. - The company repurchased 13.9 million common shares under its previous Normal Course Issuer Bid (NCIB) and has plans to repurchase up to 20 million common shares under the current NCIB [8]. Future Outlook - For full-year 2025, CNI anticipates mid to high-single-digit adjusted earnings per share (EPS) growth, revised down from a previous guidance of 10%-15%, and plans to invest approximately C$3.4 billion in its capital program [10]. - CNI has withdrawn its financial outlook for the 2024-2026 period due to ongoing macroeconomic uncertainty and volatility [10]. - Estimates for the stock have trended downward, indicating a potential for continued underperformance [11][13].