Core Insights - Starbucks reported revenue of $9.46 billion for the quarter ended June 2025, reflecting a year-over-year increase of 3.8% [1] - The company's EPS was $0.50, down from $0.93 in the same quarter last year, indicating a significant decline [1] - The revenue exceeded the Zacks Consensus Estimate of $9.3 billion by 1.68%, while the EPS fell short of the consensus estimate of $0.65 by 23.08% [1] Financial Performance Metrics - Total stores reached 41,097, slightly below the average estimate of 41,148 from eight analysts [4] - Comparable store sales in North America decreased by 2%, compared to an estimated decline of 1.9% [4] - Comparable store sales internationally showed no growth, falling short of the estimated growth of 2.3% [4] - Net revenues from North America were $6.93 billion, surpassing the average estimate of $6.88 billion, with a year-over-year increase of 1.6% [4] - Net revenues from company-operated stores internationally were $1.53 billion, slightly above the estimate of $1.52 billion, marking a 10.6% year-over-year increase [4] - Net revenues from licensed stores internationally were $465.1 million, close to the estimate of $467.92 million, with a year-over-year increase of 3.9% [4] - Net revenues from licensed stores in North America were $640.5 million, below the estimate of $659.42 million, reflecting a year-over-year decline of 6% [4] - Net revenues from company-operated stores totaled $7.81 billion, exceeding the estimate of $7.71 billion, with a year-over-year increase of 3.9% [4] - Net revenues from licensed stores amounted to $1.11 billion, slightly below the estimate of $1.12 billion, indicating a year-over-year decline of 2.1% [4] - Net revenues from other sources were $537.9 million, surpassing the estimate of $471.17 million, with a year-over-year increase of 14.7% [4] - Net revenues from channel development reached $483.8 million, exceeding the estimate of $441.13 million, with a year-over-year increase of 10.4% [4] Stock Performance - Starbucks shares returned +2.2% over the past month, underperforming the Zacks S&P 500 composite's +3.6% 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 - Camping World (CWH) reported revenue of $1.98 billion for the quarter ended June 2025, reflecting a year-over-year increase of 9.4% [1] - The company's EPS was $0.57, up from $0.38 in the same quarter last year, although it fell short of the consensus estimate of $0.58 by 1.72% [1] - The revenue exceeded the Zacks Consensus Estimate of $1.88 billion by 5.04% [1] Financial Performance Metrics - New vehicle unit sales reached 26,696, surpassing the average estimate of 22,432 [4] - Used vehicle unit sales were 18,906, exceeding the average estimate of 18,170 [4] - Average gross profit per unit for used vehicles was $6,190, higher than the average estimate of $5,851.75 [4] - Average selling price for used vehicles was $30,269, compared to the average estimate of $30,005.27 [4] - Average gross profit per unit for new vehicles was $4,729, below the average estimate of $5,320.90 [4] Revenue Breakdown - Revenue from RV and Outdoor Retail products, services, and other was $222.89 million, below the average estimate of $241.07 million, representing a year-over-year decline of 5.5% [4] - Revenue from RV and Outdoor Retail finance and insurance was $201.2 million, exceeding the average estimate of $185.26 million, with a year-over-year increase of 12.4% [4] - Revenue from RV and Outdoor Retail used vehicles was $572.27 million, surpassing the average estimate of $539.28 million, reflecting a year-over-year increase of 19% [4] - Revenue from RV and Outdoor Retail new vehicles was $915.11 million, exceeding the average estimate of $854.12 million, with a year-over-year increase of 8% [4] - Total revenue from RV and Outdoor Retail was $1.92 billion, above the average estimate of $1.82 billion, representing a year-over-year increase of 9.6% [4] - Revenue from the Good Sam Club was $10.27 million, below the average estimate of $11.32 million, indicating a year-over-year decline of 7.6% [4] - Revenue from Good Sam Services and Plans was $54.21 million, slightly below the average estimate of $55.21 million, reflecting a year-over-year increase of 3.2% [4] Stock Performance - Shares of Camping World have returned +4.1% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

For the quarter ended June 2025, Penumbra (PEN) reported revenue of $339.46 million, up 13.4% over the same period last year. EPS came in at $0.86, compared to $0.64 in the year-ago quarter.The reported revenue represents a surprise of +3.54% over the Zacks Consensus Estimate of $327.85 million. With the consensus EPS estimate being $0.81, the EPS surprise was +6.17%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expect ...

Core Insights - AstraZeneca reported revenue of $14.46 billion for the quarter ended June 2025, reflecting an 11.7% increase year-over-year and a surprise of +3.04% over the Zacks Consensus Estimate of $14.03 billion [1] - The company's EPS for the quarter was $1.09, unchanged from the consensus estimate, compared to $0.99 in the same quarter last year [1] Financial Performance Metrics - AstraZeneca's stock has returned +2.8% over the past month, while the Zacks S&P 500 composite increased by +3.6% [3] - The company holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3] Segment Performance - BioPharmaceuticals - CVRM - Farxiga: $106 million, +2.9% year-over-year, slightly below the average estimate of $106.86 million [4] - BioPharmaceuticals - V&I - Europe: $24 million, +242.9% year-over-year, significantly above the average estimate of $15.81 million [4] - BioPharmaceuticals - CVRM - Lokelma: $37 million, +32.1% year-over-year, above the average estimate of $34.81 million [4] - BioPharmaceuticals - CVRM - Crestor: $32 million, -11.1% year-over-year, below the average estimate of $35.95 million [4] - Oncology - Tagrisso: $209 million, +9.4% year-over-year, slightly below the average estimate of $215.72 million [4] - Oncology - Imfinzi: $174 million, -4.9% year-over-year, below the average estimate of $191.28 million [4] - Oncology - Lynparza: $69 million, +4.6% year-over-year, below the average estimate of $74.14 million [4] - Oncology - Calquence: $42 million, +27.3% year-over-year, above the average estimate of $36.78 million [4] - Overall Oncology: $591 million, +5.4% year-over-year, below the average estimate of $607.27 million [4] - BioPharmaceuticals - R&I - Symbicort: $91 million, +9.6% year-over-year, above the average estimate of $86.31 million [4] - BioPharmaceuticals - R&I - Fasenra: $44 million, +18.9% year-over-year, above the average estimate of $42.25 million [4] - BioPharmaceuticals - R&I - Breztri: $25 million, +31.6% year-over-year, slightly above the average estimate of $24.8 million [4]

Core Insights - UnitedHealth Group reported $111.62 billion in revenue for Q2 2025, a year-over-year increase of 12.9% [1] - The EPS for the same period was $4.08, down from $6.80 a year ago, representing a surprise of -15.7% compared to the consensus estimate of $4.84 [1] Financial Performance - The reported revenue exceeded the Zacks Consensus Estimate of $111.55 billion by 0.06% [1] - The company’s stock has returned -9.6% over the past month, underperforming the Zacks S&P 500 composite's +3.6% change [3] Key Operating Metrics - Medical Care Ratio was reported at 89.4%, slightly above the average estimate of 88.6% [4] - UnitedHealthcare served 8.44 million risk-based customers, slightly below the average estimate of 8.48 million [4] - Total community and senior customers served were 20.15 million, compared to the average estimate of 20.28 million [4] Revenue Breakdown - Investment and other income was $1.11 billion, exceeding the average estimate of $1.03 billion, with a year-over-year change of +11.1% [4] - Products revenue was $13.56 billion, matching the average estimate, with a year-over-year change of +11.1% [4] - Services revenue was $9.04 billion, below the average estimate of $9.37 billion, with a year-over-year change of +3.3% [4] - Premiums revenue reached $87.91 billion, surpassing the average estimate of $87.23 billion, reflecting a +14.3% year-over-year change [4] - Optum Insight revenue was $4.83 billion, below the average estimate of $5.17 billion, with a +6.3% year-over-year change [4] - Optum Rx revenue was $38.46 billion, exceeding the average estimate of $36.43 billion, with an +18.7% year-over-year change [4] - Optum Health revenue was $25.21 billion, below the average estimate of $26.88 billion, reflecting a -6.8% year-over-year change [4] - Total revenue for UnitedHealthcare was $86.1 billion, surpassing the average estimate of $84.75 billion, with a +16.6% year-over-year change [4]

Core Insights - Johnson Controls (JCI) reported a revenue of $6.05 billion for the quarter ended June 2025, reflecting a year-over-year decline of 16.3% and an EPS of $1.05 compared to $1.14 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $5.99 billion, resulting in a surprise of +1.09%, while the EPS also surpassed the consensus estimate of $1.00 by +5% [1] Financial Performance - The company’s net sales in Building Solutions North America reached $4.04 billion, significantly higher than the $3 billion estimated by analysts, marking a year-over-year increase of +39.4% [4] - In the EMEA/LA region, net sales were reported at $1.27 billion, exceeding the average estimate of $1.11 billion, with a year-over-year change of +17.8% [4] - For the Asia Pacific region, net sales amounted to $737 million, surpassing the average estimate of $600.8 million, representing a +28.2% year-over-year increase [4] Stock Performance - Over the past month, shares of Johnson Controls have returned +5.6%, outperforming the Zacks S&P 500 composite's +3.6% 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 - Enterprise Products Partners (EPD) reported a revenue of $11.36 billion for the quarter ended June 2025, which is a decrease of 15.7% compared to the same period last year [1] - The earnings per share (EPS) for the quarter was $0.66, slightly up from $0.64 in the previous year [1] - The reported revenue fell short of the Zacks Consensus Estimate of $14.21 billion, resulting in a revenue surprise of -20.03% [1] - The company achieved an EPS surprise of +1.54%, with the consensus EPS estimate being $0.65 [1] Performance Metrics - Over the past month, shares of Enterprise Products have returned +1.6%, while the Zacks S&P 500 composite increased by +4.9% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance against the broader market in the near term [3] Key Operational Metrics - NGL Pipelines & Services reported NGL fractionation volumes of 1,667 million barrels of oil per day, exceeding the analyst estimate of 1,643.35 million barrels [4] - Fee-based natural gas processing volumes were 7,266 million barrels of oil per day, slightly above the estimate of 7,193.4 million barrels [4] - NGL pipeline transportation volumes were 4,562 million barrels of oil per day, below the estimate of 4,655.69 million barrels [4] - Natural gas transportation volumes reached 20,405 BBtu/D, surpassing the estimate of 20,257.19 BBtu/D [4] - Gross operating margin for NGL Pipelines & Services was $1.3 billion, lower than the estimated $1.42 billion [4] - Gross operating margin for Petrochemical & Refined Products Services was $354 million, below the estimate of $371.52 million [4] - Gross operating margin for Natural Gas Pipelines & Services was $417 million, exceeding the estimate of $335.23 million [4] - Gross operating margin for Crude Oil Pipelines & Services was $403 million, slightly above the estimate of $384.81 million [4]

Keurig Dr Pepper, Inc (KDP) reported $4.16 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 6.1%. EPS of $0.49 for the same period compares to $0.45 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $4.14 billion, representing a surprise of +0.65%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.49.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...

Core Insights - Lazard reported revenue of $769.87 million for the quarter ended June 2025, reflecting a 12.5% increase year-over-year and surpassing the Zacks Consensus Estimate of $688.5 million by 11.82% [1] - The company's EPS was $0.52, consistent with the previous year's quarter, and exceeded the consensus EPS estimate of $0.38 by 36.84% [1] Financial Performance - Assets under management at the end of the period reached $248.36 billion, exceeding the average estimate of $236.20 billion [4] - Total Fixed Income assets under management were $47.06 billion, above the average estimate of $45.12 billion [4] - Net flows were positive at $0.68 billion, contrasting with the estimated outflow of $3.51 billion [4] - Adjusted net revenue from Asset Management was $268.49 million, slightly above the estimated $261.01 million, marking a 1.2% increase year-over-year [4] - Adjusted net revenue from Financial Advisory was $491.36 million, significantly higher than the estimated $417.05 million, representing a 20.5% year-over-year increase [4] - Adjusted net revenue from Corporate was $10.02 million, exceeding the estimate of $9.44 million, but showing a decline of 12.8% compared to the previous year [4] Market Performance - Lazard's shares have returned 17.4% 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 expected performance in line with the broader market in the near term [3]

Core Insights - Union Pacific reported revenue of $6.15 billion for the quarter ended June 2025, reflecting a 2.5% increase year-over-year and a surprise of +0.72% over the Zacks Consensus Estimate of $6.11 billion [1] - Earnings per share (EPS) reached $3.03, up from $2.74 in the same quarter last year, surpassing the consensus EPS estimate of $2.89 by +4.84% [1] Financial Performance Metrics - Operating Ratio was reported at 59%, slightly better than the five-analyst average estimate of 59.5% [4] - Average revenue per car for Bulk was $3,659, compared to the four-analyst average estimate of $3,700.32 [4] - Revenue Carloads for Bulk were 519 thousand, exceeding the average estimate of 493.75 thousand [4] - Average revenue per car for Industrial Products was $3,885, slightly below the average estimate of $3,891.73 [4] - Freight Revenues for Bulk totaled $1.9 billion, surpassing the average estimate of $1.83 billion, marking a +10.5% year-over-year change [4] - Operating Revenues from Other revenues were $311 million, below the average estimate of $335.95 million, reflecting a -15.7% year-over-year change [4] - Freight Revenues for Industrial Products reached $2.21 billion, slightly above the average estimate of $2.18 billion, with a +4.2% year-over-year change [4] - Freight Revenues for Premium were $1.73 billion, matching the average estimate, but down -3.6% compared to the year-ago quarter [4] - Total Freight Revenues were $5.84 billion, exceeding the average estimate of $5.76 billion, with a +3.6% year-over-year change [4] - Freight Revenues for Forest products were $340 million, slightly below the average estimate of $341.76 million, reflecting a -0.6% year-over-year change [4] - Freight Revenues for Energy & specialized markets were $665 million, below the average estimate of $699.68 million, with a +1.1% year-over-year change [4] - Freight Revenues for Intermodal were $1.1 billion, slightly below the average estimate of $1.12 billion, down -3.3% compared to the year-ago quarter [4] Stock Performance - Union Pacific shares returned +1.9% over the past month, while the Zacks S&P 500 composite increased by +5.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]