Core Insights - American Tower (AMT) reported a revenue of $2.63 billion for the quarter ended June 2025, reflecting a year-over-year decline of 9.4% [1] - The earnings per share (EPS) for the same period was $2.60, compared to $1.92 a year ago, indicating a positive growth in EPS [1] - The reported revenue exceeded the Zacks Consensus Estimate of $2.59 billion, resulting in a surprise of +1.5% [1] - The company did not deliver an EPS surprise, as the consensus EPS estimate was also $2.60 [1] Financial Performance Metrics - American Tower's shares returned +1.4% over the past month, while the Zacks S&P 500 composite increased by +3.6% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3] Geographic Revenue Breakdown - Total International Geographic Revenues were reported at $958 million, surpassing the three-analyst average estimate of $942.78 million, but showing a year-over-year decline of -26.7% [4] - U.S. & Canada Geographic Revenues reached $1.31 billion, slightly above the three-analyst average estimate of $1.3 billion, with a year-over-year change of -0.6% [4] - European Geographic Revenues were $233 million, exceeding the two-analyst average estimate of $224.06 million, reflecting a year-over-year increase of +14.8% [4] - Latin America Geographic Revenues totaled $389 million, below the two-analyst average estimate of $398.55 million, with a year-over-year decline of -13.4% [4] Operating Revenues - Total operating revenues from Data Centers were $262 million, exceeding the three-analyst average estimate of $257.71 million, with a year-over-year increase of +13.4% [4] - Total operating revenues from Services reached $100 million, significantly above the estimated $74.89 million, representing a year-over-year growth of +112.8% [4] - Total Property operating revenues were reported at $2.53 billion, slightly above the three-analyst average estimate of $2.5 billion, but reflecting a year-over-year decline of -11.4% [4]

Core Insights - Baker Hughes reported revenue of $6.91 billion for the quarter ended June 2025, a decrease of 3.2% year-over-year, while EPS increased to $0.63 from $0.57 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $6.63 billion by 4.17%, and the EPS surpassed the consensus estimate of $0.55 by 14.55% [1] Financial Performance Metrics - Total orders reached $7.03 billion, exceeding the three-analyst average estimate of $6.8 billion [4] - Orders in Industrial & Energy Technology amounted to $3.53 billion, surpassing the four-analyst average estimate of $3.26 billion [4] - Revenue from Oilfield Services & Equipment was $3.62 billion, compared to the $3.5 billion average estimate, reflecting a year-over-year decline of 9.8% [4] - Revenue from Industrial & Energy Technology was $3.29 billion, exceeding the $3.13 billion average estimate, with a year-over-year increase of 5.3% [4] Regional Performance - Revenue from Oilfield Services & Equipment in North America was $928 million, above the three-analyst average estimate of $881.16 million, representing a year-over-year decline of 9.3% [4] - International revenue from Oilfield Services & Equipment in Europe/CIS/Sub-Saharan Africa was $653 million, exceeding the $593.13 million average estimate, with a year-over-year decline of 21% [4] - Revenue from Oilfield Services & Equipment in the Middle East/Asia was $1.4 billion, slightly below the $1.46 billion estimate, reflecting a year-over-year decline of 6.7% [4] Stock Performance - Baker Hughes shares have returned +21% over the past month, significantly outperforming the Zacks S&P 500 composite's +4.9% 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 - AutoNation reported revenue of $6.97 billion for the quarter ended June 2025, reflecting a year-over-year increase of 7.6% and surpassing the Zacks Consensus Estimate of $6.8 billion by 2.62% [1] - The company's EPS was $5.46, up from $3.99 in the same quarter last year, resulting in an EPS surprise of 16.17% compared to the consensus estimate of $4.70 [1] Financial Performance Metrics - Retail vehicle unit sales totaled 135,583, exceeding the four-analyst average estimate of 130,325 [4] - Revenue per new vehicle retailed was $51,579, slightly below the average estimate of $51,872.62 [4] - Revenue per used vehicle retailed was $26,457, also below the average estimate of $27,368.63 [4] - Gross profit per vehicle retailed in finance and insurance was $2,712, surpassing the average estimate of $2,598.93 [4] - Used vehicle retail sales reached 69,736, exceeding the average estimate of 66,701 [4] - Parts and service revenue was $1.22 billion, above the five-analyst average estimate of $1.19 billion, marking a year-over-year increase of 9.3% [4] - Finance and insurance net revenue was $367.7 million, exceeding the average estimate of $337.81 million and representing a year-over-year increase of 13.5% [4] - Used vehicle revenue was $1.99 billion, surpassing the average estimate of $1.92 billion, with a year-over-year increase of 3.9% [4] - New vehicle revenue was $3.4 billion, slightly above the average estimate of $3.31 billion, reflecting an 8.8% year-over-year increase [4] - Other revenue was reported at $4.3 million, matching the average estimate but showing a year-over-year decline of 24.6% [4] - Retail used vehicle revenue was $1.85 billion, exceeding the average estimate of $1.78 billion, with a year-over-year increase of 5.8% [4] - Wholesale used vehicle revenue was $140 million, below the average estimate of $150.25 million, representing a year-over-year decline of 16.5% [4] Stock Performance - AutoNation's shares returned +0.1% over the past month, compared to the Zacks S&P 500 composite's +4.6% 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 - Mohawk Industries reported $2.8 billion in revenue for Q2 2025, showing no change year over year, with an EPS of $2.77 compared to $3.00 a year ago [1] - The revenue was slightly below the Zacks Consensus Estimate of $2.79 billion, resulting in a surprise of +0.37%, while the EPS exceeded expectations by +5.73% against a consensus estimate of $2.62 [1] Financial Performance Metrics - Global Ceramic net sales were reported at $1.12 billion, matching analyst estimates and reflecting a +0.5% change year over year [4] - Flooring ROW net sales reached $734.4 million, surpassing the average estimate of $718.31 million, with a year-over-year increase of +1% [4] - Flooring NA net sales were $946.8 million, slightly below the average estimate of $947.28 million, indicating a -1.2% change year over year [4] - Adjusted Operating Income for Global Ceramic was $90.3 million, exceeding the average estimate of $80.12 million [4] - Adjusted Operating Income for Flooring NA was $69.2 million, below the average estimate of $72.17 million [4] - Adjusted Operating Income for Flooring ROW was $76.4 million, closely aligning with the average estimate of $76.45 million [4] - Corporate and intersegment eliminations reported an adjusted operating income of -$12.9 million, worse than the average estimate of -$10.13 million [4] Stock Performance - Mohawk Industries shares have returned +13.7% over the past month, outperforming the Zacks S&P 500 composite, which saw a +5.7% 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 - Cleveland-Cliffs reported a revenue of $4.93 billion for the quarter ended June 2025, marking a year-over-year decline of 3.1% and an EPS of -$0.50 compared to $0.11 a year ago, indicating a significant drop in profitability [1] - The revenue exceeded the Zacks Consensus Estimate of $4.9 billion by 0.62%, while the EPS surprise was +26.47% against a consensus estimate of -$0.68 [1] Financial Performance Metrics - Total steel shipments were reported at 4,290 KTon, surpassing the average estimate of 4,202.55 KTon [4] - The average net selling price per net ton of steel products was $1,015, slightly below the average estimate of $1,022.99 [4] - Revenues from steelmaking totaled $4.77 billion, exceeding the average estimate of $4.75 billion, but reflecting a year-over-year decline of 2.9% [4] - Revenues from coated steel were $1.39 billion, matching the average estimate but showing a year-over-year decrease of 10% [4] - Revenues from slab and other steel products were $276 million, above the average estimate of $262.56 million, with a year-over-year decline of 13.2% [4] - Revenues from plate products were $275 million, slightly above the average estimate of $269.36 million, reflecting a year-over-year decline of 13.3% [4] - Revenues from cold-rolled steel were $645 million, exceeding the average estimate of $638.27 million, with a year-over-year decline of 9.3% [4] - Revenues from hot-rolled steel were $1.33 billion, slightly below the average estimate of $1.34 billion, but showing a year-over-year increase of 19.5% [4] Stock Performance - Cleveland-Cliffs shares have returned +60.1% over the past month, significantly outperforming the Zacks S&P 500 composite's +5.7% 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 - Valley National (VLY) reported a revenue of $496.28 million for the quarter ended June 2025, marking a year-over-year increase of 9.3% and an EPS of $0.24 compared to $0.13 a year ago, exceeding the Zacks Consensus Estimate for revenue by +0.62% and for EPS by +9.09% [1] Financial Performance Metrics - The annualized ratio of total net charge-offs to total average loans was 0.3%, higher than the estimated 0.2% by five analysts [4] - The net interest margin stood at 3%, aligning with the average estimate based on five analysts [4] - The average balance of total interest-earning assets was $57.55 billion, surpassing the five-analyst average estimate of $55.83 billion [4] - The efficiency ratio was reported at 55.2%, better than the five-analyst average estimate of 56.8% [4] - Net interest income (FTE) was $433.68 million, slightly below the average estimate of $434.64 million by five analysts [4] - Total non-interest income reached $62.6 million, exceeding the five-analyst average estimate of $60.42 million [4] Income Breakdown - Insurance commissions were reported at $3.43 million, lower than the average estimate of $3.94 million based on four analysts [4] - Bank-owned life insurance income was $6.02 million, significantly higher than the four-analyst average estimate of $4.24 million [4] - Wealth management and trust fees totaled $14.06 million, below the average estimate of $15.34 million based on four analysts [4] - Service charges on deposit accounts were $14.71 million, exceeding the estimated $13.46 million by four analysts [4] - Fees from loan servicing amounted to $3.67 million, above the average estimate of $3.22 million based on three analysts [4] - Capital markets income was reported at $9.77 million, higher than the two-analyst average estimate of $7.82 million [4] Stock Performance - Valley National shares have returned +10.5% over the past month, outperforming the Zacks S&P 500 composite's +5.7% 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]

Core Insights - Dime Community (DCOM) reported a revenue of $109.69 million for the quarter ended June 2025, marking a year-over-year increase of 25.6% and exceeding the Zacks Consensus Estimate by 1.85% [1] - The earnings per share (EPS) for the same period was $0.64, up from $0.37 a year ago, with an EPS surprise of 1.59% over the consensus estimate of $0.63 [1] Financial Performance Metrics - Efficiency Ratio stood at 55%, slightly above the average estimate of 54.9% based on two analysts [4] - Net Interest Margin was reported at 3%, compared to the estimated 2.9% by two analysts [4] - Average Balance of Total Interest-Earning Assets was $13.2 billion, slightly below the average estimate of $13.31 billion [4] - Net Interest Income reached $98.1 million, surpassing the estimated $97.52 million [4] - BOLI income was $4.19 million, exceeding the average estimate of $3.9 million [4] - Loan level derivative income was $0.94 million, compared to the average estimate of $0.75 million [4] - Non-interest income from other sources was $1.04 million, significantly higher than the average estimate of $0.71 million [4] - Service charges and other fees totaled $4.64 million, above the estimated $4.24 million [4] - Total Non-Interest Income was reported at $11.6 million, exceeding the average estimate of $10.18 million [4] Stock Performance - Dime Community shares have returned +10.5% over the past month, outperforming the Zacks S&P 500 composite's +5.7% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Financial Performance - For the quarter ended June 2025, Amerant Bancorp Inc. reported revenue of $110.26 million, an increase of 11.6% year-over-year [1] - Earnings per share (EPS) for the quarter was $0.57, compared to $0.28 in the same quarter last year, indicating significant growth [1] - The reported revenue exceeded the Zacks Consensus Estimate of $103.95 million by 6.07%, while the EPS surpassed the consensus estimate of $0.38 by 50% [1] Key Metrics - Net charge-offs as a percentage of average total loans held for investment were 0.9%, higher than the three-analyst average estimate of 0.6% [4] - The net interest margin was reported at 3.8%, slightly above the estimated 3.7% by three analysts [4] - The efficiency ratio stood at 67.5%, better than the average estimate of 69% from three analysts [4] - Average balances of total interest-earning assets were $9.53 billion, exceeding the estimated $9.47 billion by two analysts [4] - Noninterest income was reported at $19.78 million, surpassing the average estimate of $17.19 million based on three analysts [4] - Net interest income reached $90.48 million, compared to the estimated $86.14 million by three analysts [4] Stock Performance - Shares of Amerant Bancorp have returned +12.8% 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 - First Financial Corp. reported a revenue of $63.05 million for the quarter ended June 2025, reflecting a year-over-year increase of 28.2% [1] - The earnings per share (EPS) for the quarter was $1.57, up from $0.96 in the same quarter last year, resulting in an EPS surprise of +9.79% against the consensus estimate of $1.43 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $62.3 million by +1.21% [1] Financial Metrics - The net interest margin for First Financial Corp. was 4.2%, slightly above the average estimate of 4.1% from two analysts [4] - The efficiency ratio was reported at 59.4%, better than the average estimate of 60.2% from two analysts [4] - Total non-interest income was $10.38 million, which fell short of the estimated $10.65 million by two analysts [4] - The gain on the sale of mortgage loans was $0.43 million, exceeding the average estimate of $0.35 million from two analysts [4] Stock Performance - Over the past month, shares of First Financial Corp. have returned +6%, compared to a +5.9% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. View all Key Company Metrics for Lockheed here>>> For the quarter ended June 2025, Lockheed Martin (LMT) reported revenue of $18.16 billion, up 0.2% over the same period last year. EPS came in at $7.29, compared to $7.11 in the year-ago quarter. Shares of Lockheed have ret ...