Core Insights - Smucker (SJM) reported revenue of $2.14 billion for the quarter ended April 2025, reflecting a decrease of 2.8% year-over-year and a surprise of -2.18% compared to the Zacks Consensus Estimate of $2.19 billion [1] - The company's EPS was $2.31, down from $2.66 in the same quarter last year, with an EPS surprise of +2.67% against the consensus estimate of $2.25 [1] Financial Performance Metrics - U.S. Retail Frozen Handheld and Spreads net sales were $449.80 million, slightly below the estimated $462.28 million, marking a year-over-year decline of -0.2% [4] - U.S. Retail Coffee net sales reached $738.60 million, exceeding the average estimate of $715.26 million, with a year-over-year increase of +10.9% [4] - U.S. Retail Pet Foods net sales were $395.50 million, below the estimated $433.66 million, representing a year-over-year decline of -12.6% [4] - International and Away From Home net sales were $308.90 million, slightly below the estimate of $310.83 million, with a year-over-year increase of +3.1% [4] - Sweet Baked Snacks net sales were $251 million, below the estimated $270.36 million, reflecting a significant year-over-year decline of -25.5% [4] Segment Profit Analysis - Segment profit for Sweet Baked Snacks was $20 million, significantly lower than the average estimate of $53.95 million [4] - Segment profit for U.S. Retail Coffee was $211.20 million, exceeding the average estimate of $182.87 million [4] - Corporate administrative expenses were reported at -$75.10 million, better than the average estimate of -$93.98 million [4] - Segment profit for U.S. Retail Frozen Handheld and Spreads was $91 million, slightly below the average estimate of $93.28 million [4] - Segment profit for International and Away From Home was $69.20 million, surpassing the average estimate of $62.50 million [4] - Segment profit for U.S. Retail Pet Foods was $106.10 million, below the average estimate of $115.33 million [4] Stock Performance - Smucker's shares have returned -0.6% over the past month, while the Zacks S&P 500 composite has increased by +6.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Financial Performance - Net sales decreased by 3% to $2,143.8 million in FY25 Q4[5] - Comparable net sales decreased by 1%[2] - Adjusted earnings per share decreased by 13% to $2.31[2, 5] - Free cash flow increased slightly to $298.9 million from $297.5 million in the prior year[2] Segment Results - U S Retail Coffee net sales increased by 11% to $738.6 million[14] - U S Retail Pet Foods net sales decreased by 13% to $395.5 million[14] - Sweet Baked Snacks net sales decreased by 26% to $251.0 million[14] Fiscal Year 2026 Outlook - The company projects a net sales increase of 2.0% to 4.0% for fiscal year 2026[16] - Adjusted EPS is projected to be between $8.50 and $9.50[16] - Free cash flow is expected to be $875.0 million[16] Additional Information - Total company net sales for fiscal year 2025 were $8.7 billion[24]

Core Viewpoint - BorgWarner shares have increased by approximately 3.3% over the past month, underperforming the S&P 500, raising questions about the sustainability of this trend leading up to the next earnings release [1] Earnings Estimates - Fresh estimates for BorgWarner have trended downward over the past month, indicating a negative outlook [2][4] VGM Scores - BorgWarner has a Growth Score of B and a Momentum Score of C, but it received an A for Value, placing it in the top quintile for this investment strategy. The overall aggregate VGM Score is A, which is significant for investors not focused on a single strategy [3] Industry Performance - BorgWarner is part of the Zacks Automotive - Original Equipment industry. Competitor Magna has seen a 4.7% increase in shares over the past month, despite reporting revenues of $10.07 billion for the last quarter, which reflects an 8.2% year-over-year decline [5] - Magna's expected earnings for the current quarter are $1.14 per share, representing a 15.6% decrease from the previous year, with a Zacks Consensus Estimate change of -0.6% over the last 30 days. Magna also holds a Zacks Rank 3 (Hold) and has a VGM Score of A [6]

Company Overview - Joby Aviation, Inc. (JOBY) shares have increased by approximately 13.7% over the past month, outperforming the S&P 500 [1] - The most recent earnings report is essential to understand the key drivers behind this performance [1] Earnings Estimates - Fresh estimates for Joby Aviation have remained flat over the past month [2] VGM Scores - Joby Aviation has a poor Growth Score of F, a Momentum Score of A, and a Value Score of F, resulting in an aggregate VGM Score of F [3] Outlook - Joby Aviation holds a Zacks Rank of 3 (Hold), indicating an expectation of an in-line return from the stock in the upcoming months [4] Industry Performance - Joby Aviation is part of the Zacks Transportation - Airline industry, where SkyWest (SKYW) has gained 0.8% over the past month [5] - SkyWest reported revenues of $948.46 million for the quarter ended March 2025, reflecting a year-over-year increase of 18% [5] - SkyWest's EPS for the same period was $2.42, compared to $1.45 a year ago [5] SkyWest Earnings Estimates - SkyWest is projected to post earnings of $2.31 per share for the current quarter, representing a year-over-year change of 26.9% [6] - The Zacks Consensus Estimate for SkyWest has remained unchanged over the last 30 days [6] - SkyWest has a Zacks Rank of 2 (Buy) and a VGM Score of A [6]

Core Insights - Vail Resorts, Inc. reported third-quarter fiscal 2025 results with earnings exceeding estimates but revenues falling short, leading to a 1.3% decline in shares post-results [1][3][10] Financial Performance - Earnings per share (EPS) for the quarter was $10.54, surpassing the Zacks Consensus Estimate of $10, and up from $9.54 in the prior year [3][10] - Quarterly net revenues reached $1,295.6 million, missing the consensus estimate of $1,303 million, but reflecting a 1% year-over-year increase [3][10] Segment Analysis - **Mountain Segment**: Generated net revenues of $1.2 billion, a 1.4% increase year-over-year, with dining revenues up 1.4% to $111 million, while retail/rental revenues decreased by 7.8% to $113.7 million [5][6] - **Lodging Segment**: Reported total net revenues of $82.9 million, down 4.8% year-over-year, with EBITDA declining to $12.3 million from $15.8 million in the previous year [6][7] Operating Results - Consolidated EBITDA for the quarter was $654.1 million, slightly up from $653.3 million year-over-year, with operating expenses totaling $650 million compared to $631.1 million in the prior year [8] Balance Sheet - Cash and cash equivalents as of April 30, 2025, were $467 million, down from $705.4 million a year ago [9] - Net long-term debt stood at $2.1 billion, reduced from $2.7 billion as of April 30, 2024 [11] Future Guidance - For fiscal 2025, net income is now estimated between $285 million and $313 million, with total reported EBITDA expected to be between $848 million and $870 million [14]

Group 1 - FuelCell Energy, Inc. is set to release its second-quarter earnings results on June 6, with analysts expecting a quarterly loss of $1.38 per share, an improvement from a loss of $2.1 per share in the same period last year [1] - The company is projected to report quarterly revenue of $32.42 million, up from $22.42 million a year earlier [1] - On April 30, FuelCell Energy appointed Mike Hill as the new Chief Commercial Officer, succeeding Mark Feasel [2] Group 2 - FuelCell Energy shares experienced a decline of 7.8%, closing at $5.20 [2] - Jefferies analyst Laurence Alexander maintained a Hold rating and reduced the price target from $15 to $8.4 [5] - UBS analyst Manav Gupta maintained a Neutral rating and lowered the price target from $15 to $13.75 [5] - Wells Fargo analyst Praneeth Satish maintained an Underweight rating and cut the price target from $30 to $5 [5]

Lululemon (LULU) reported $2.37 billion in revenue for the quarter ended April 2025, representing a year-over-year increase of 7.3%. EPS of $2.60 for the same period compares to $2.54 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.36 billion, representing a surprise of +0.59%. The company delivered an EPS surprise of +0.39%, with the consensus EPS estimate being $2.59.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how t ...

Core Insights - MongoDB reported revenue of $549.01 million for the quarter ended April 2025, marking a year-over-year increase of 21.9% and exceeding the Zacks Consensus Estimate by 4.23% [1] - The company's EPS for the same period was $1.00, a significant increase from $0.51 a year ago, resulting in an EPS surprise of 53.85% compared to the consensus estimate of $0.65 [1] Financial Performance Metrics - MongoDB Atlas customers reached 55,800, surpassing the average estimate of 52,188 [4] - Total customers amounted to 57,100, exceeding the average estimate of 53,713 [4] - Revenue from services was reported at $17.56 million, above the nine-analyst average estimate of $16.39 million, reflecting a year-over-year change of 28.5% [4] - Subscription revenue totaled $531.46 million, compared to the estimated $510.06 million, representing a 21.6% increase year-over-year [4] - Subscription revenue related to MongoDB Atlas was $395.89 million, exceeding the estimate of $389.61 million, with a year-over-year growth of 26.1% [4] - Other subscription revenue was reported at $135.56 million, above the average estimate of $120.29 million, indicating a year-over-year change of 10.2% [4] Stock Performance - MongoDB shares have returned 14.6% over the past month, outperforming the Zacks S&P 500 composite's 5.2% 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]

DocuSign, Inc. DOCU will release its first-quarter earnings results after the closing bell on Thursday, June 5.Analysts expect the San Francisco, California-based company to report quarterly earnings at 81 cents per share, down from 82 cents per share in the year-ago period. DocuSign projects to report quarterly revenue at $748.92 million, compared to $709.64 million a year earlier, according to data from Benzinga Pro.On April 29, Docusign named Michael Adams as new Chief Information Security Officer.DocuSi ...

Company Overview - Diamondback Energy (FANG) shares have increased by approximately 7.8% over the past month, outperforming the S&P 500 [1] - The most recent earnings report is crucial for understanding the catalysts affecting the stock [1] Earnings Estimates - Estimates for Diamondback Energy have trended downward, with a consensus estimate shift of -12.4% in the past month [2] - The overall direction and magnitude of estimate revisions indicate a downward shift, leading to a Zacks Rank of 3 (Hold) [4] VGM Scores - Diamondback Energy has an average Growth Score of C, a Momentum Score of F, and a Value Score of B, resulting in an aggregate VGM Score of C [3] Industry Comparison - Diamondback operates within the Zacks Oil and Gas - Exploration and Production - United States industry, where Range Resources (RRC) has gained 11.5% over the past month [5] - Range Resources reported revenues of $854.02 million for the last quarter, reflecting a year-over-year increase of +18.9% and an EPS of $0.96 compared to $0.69 a year ago [6] - Range Resources is expected to post earnings of $0.68 per share for the current quarter, indicating a year-over-year change of +47.8% [6] - Range Resources also holds a Zacks Rank of 3 (Hold) and has a VGM Score of A [7]