Core Insights - Aptiv PLC reported revenue of $5.21 billion for the quarter ended June 2025, reflecting a year-over-year increase of 3.1% and a surprise of +3.51% over the Zacks Consensus Estimate of $5.03 billion [1] - The earnings per share (EPS) for the quarter was $2.12, compared to $1.58 in the same quarter last year, resulting in an EPS surprise of +18.44% against the consensus estimate of $1.79 [1] Financial Performance Metrics - Net Sales- Eliminations and Other reported at $-228 million, significantly worse than the estimated $-145.91 million, marking a year-over-year change of +1420% [4] - Net Sales- Advanced Safety and User Experience was $1.51 billion, slightly below the average estimate of $1.59 billion, representing a -3% change year over year [4] - Adjusted Operating Income for Advanced Safety and User Experience was $178 million, exceeding the average estimate of $169.47 million [4] Stock Performance - Shares of Aptiv have returned -7.6% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% 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 - Comstock Resources reported a revenue of $470.26 million for the quarter ended June 2025, marking a 90.5% increase year-over-year [1] - The company's EPS was $0.13, a significant improvement from -$0.20 in the same quarter last year, with an EPS surprise of +44.44% compared to the consensus estimate of $0.09 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $415.32 million, resulting in a surprise of +13.23% [1] Financial Performance Metrics - Average natural gas price was $3.02, lower than the estimated $3.26, while the average price including hedging was $3.06 compared to an estimate of $3.23 [4] - Total production was 112,238.00 MMcfe, below the average estimate of 115,997.70 MMcfe [4] - Oil production totaled 13.00 MBBL, exceeding the average estimate of 9.06 MBBL [4] - Average oil price was $57.00, compared to the estimated $62.07 [4] - Revenues from oil sales were $0.74 million, below the estimated $0.87 million, representing a -31% change year-over-year [4] - Revenues from natural gas sales were $339.23 million, lower than the average estimate of $396.16 million [4] Stock Performance - Comstock shares have returned -16.8% over the past month, contrasting with the Zacks S&P 500 composite's +3.4% 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 - Antero Midstream Corporation reported a revenue of $305.47 million for the quarter ended June 2025, marking a year-over-year increase of 13.2% and an EPS of $0.26 compared to $0.18 a year ago, exceeding the Zacks Consensus Estimate of $291.85 million by 4.67% [1] - The company demonstrated an EPS surprise of 8.33%, with the consensus EPS estimate being $0.24 [1] Financial Performance - Average Daily Volumes for Low Pressure Gathering were 3460 million cubic feet per day, surpassing the estimated 3410.81 million cubic feet per day [4] - Average Daily Volumes for Fresh Water Delivery reached 98 million barrels of oil per day, exceeding the estimated 94.95 million barrels of oil per day [4] - Average Daily Volumes for High Pressure Gathering were 3221 million cubic feet per day, compared to the estimated 3068.88 million cubic feet per day [4] - Average Daily Volumes for Compression stood at 3447 million cubic feet per day, above the estimated 3316.06 million cubic feet per day [4] Revenue Breakdown - Revenues from Gathering and Processing for Antero Resources were $248.9 million, exceeding the estimated $241.11 million, representing an 8.7% year-over-year change [4] - Revenues from Water Handling for Antero Resources were $73.77 million, compared to the average estimate of $64.46 million, reflecting a year-over-year increase of 27.1% [4] - Revenues from Water Handling were reported at $65.84 million, surpassing the average estimate of $53.63 million, indicating a 12.6% year-over-year change [4] - Revenues from Gathering and Processing were $239.63 million, compared to the average estimate of $233.03 million [4] Stock Performance - Antero Midstream shares have returned -6.6% over the past month, while the Zacks S&P 500 composite has changed by +3.4% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Core Insights - Hershey reported $2.61 billion in revenue for the quarter ended June 2025, a year-over-year increase of 26% [1] - The EPS for the same period was $1.21, compared to $1.27 a year ago, indicating a slight decline [1] - The revenue exceeded the Zacks Consensus Estimate of $2.55 billion by 2.62%, while the EPS surprised by 19.8% against the consensus estimate of $1.01 [1] Revenue Performance - North America net sales reached $2.4 billion, surpassing the five-analyst average estimate of $2.32 billion, with a year-over-year change of 28.4% [4] - International net sales were $213.73 million, slightly below the estimated $227.95 million, but still reflecting a 4.4% increase year-over-year [4] - North America Confectionery net sales were $2.09 billion, exceeding the average estimate of $2.02 billion, with a year-over-year change of 32% [4] - North America Salty Snacks net sales were $315.52 million, above the average estimate of $306.06 million, showing an 8.8% year-over-year increase [4] Segment Income - North America Confectionery segment income was $503.93 million, compared to the average estimate of $470.57 million [4] - Unallocated corporate expenses showed a loss of $179.65 million, better than the estimated loss of $220.51 million [4] - North America Salty Snacks segment income was $66.48 million, exceeding the average estimate of $55.67 million [4] Stock Performance - Hershey shares returned +5.9% over the past month, outperforming the Zacks S&P 500 composite's +3.4% 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 - Evercore reported a revenue of $838.86 million for the quarter ended June 2025, reflecting a year-over-year increase of 20.7% and a surprise of +17.65% over the Zacks Consensus Estimate of $713.03 million [1] - The earnings per share (EPS) for the quarter was $2.42, compared to $1.81 in the same quarter last year, resulting in an EPS surprise of +35.96% against the consensus estimate of $1.78 [1] Financial Performance Metrics - Adjusted Net Revenues from Investment Banking & Equities totaled $788.23 million, exceeding the average estimate of $682.78 million by two analysts, representing a year-over-year increase of +16.9% [4] - Adjusted Net Revenues from Other Revenue, net, were reported at $29.13 million, significantly higher than the average estimate of $17.11 million, marking a year-over-year change of +65.6% [4] - Adjusted Net Revenues from Investment Management, specifically Asset Management and Administration Fees, amounted to $21.49 million, slightly below the average estimate of $22.25 million, with a year-over-year change of +2.8% [4] Stock Performance - Over the past month, Evercore's shares have returned +9.4%, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - Bausch + Lomb reported $1.28 billion in revenue for Q2 2025, a 5.1% year-over-year increase, with an EPS of $0.07 compared to $0.13 a year ago, indicating a decline in earnings per share [1] - The revenue exceeded the Zacks Consensus Estimate of $1.25 billion by 2.37%, while the EPS surpassed the consensus estimate of $0.06 by 16.67% [1] Revenue Breakdown - Vision Care revenues reached $753 million, exceeding the average estimate of $742.89 million, reflecting an 8% year-over-year increase [4] - Surgical revenues were reported at $216 million, surpassing the average estimate of $180.14 million, with a year-over-year change of 3.4% [4] - Pharmaceutical revenues totaled $309 million, slightly below the estimated $329.52 million, showing a minor decline of 0.3% year-over-year [4] - Total product sales amounted to $1.27 billion, exceeding the average estimate of $1.25 billion, representing a 4.9% year-over-year increase [4] - Other revenues were reported at $6 million, above the estimated $4 million, marking a significant 100% year-over-year increase [4] Stock Performance - Bausch + Lomb shares have returned +8.9% over the past month, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Insights - V.F. Corporation (VFC) reported a revenue of $1.76 billion for the quarter ended June 2025, reflecting a year-over-year decline of 7.7% and an EPS of -$0.24, an improvement from -$0.33 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $1.69 billion by 3.96%, while the EPS surprised positively by 31.43% compared to the consensus estimate of -$0.35 [1] Financial Performance - The company's shares returned +1.3% over the past month, underperforming the Zacks S&P 500 composite's +3.4% change [3] - VFC holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3] Geographic Revenue Breakdown - Americas: $937.6 million, below the average estimate of $951.6 million, with a year-over-year decline of 10.3% [4] - Europe: $551.3 million, exceeding the estimate of $495.87 million, with a slight year-over-year decline of 0.3% [4] - Asia-Pacific: $271.8 million, below the estimate of $278.36 million, with a year-over-year decline of 12.2% [4] Revenue by Segment - Outdoor: $812.47 million, slightly below the estimate of $832.32 million, with a year-over-year increase of 2.8% [4] - Active: $699.69 million, above the estimate of $691.15 million, but reflecting a significant year-over-year decline of 25.7% [4] Revenue by Brand - The North Face: $557.4 million, exceeding the estimate of $523.34 million, with a year-over-year increase of 6.3% [4] - Vans: $498 million, above the estimate of $472.72 million, but showing a year-over-year decline of 14.4% [4] - Timberland: $255.1 million, surpassing the estimate of $230.92 million, with a year-over-year increase of 11.2% [4] Revenue by Channel - Direct-To-Consumer: $720.7 million, below the estimate of $748.72 million, with a year-over-year decline of 18% [4] Segment Profit (Loss) - Active: $56.84 million, below the estimate of $66.22 million [4] - Outdoor: $-42.27 million, better than the estimate of $-78.77 million [4]

Core Insights - Arch Capital Group (ACGL) reported a revenue of $4.76 billion for the quarter ended June 2025, reflecting a year-over-year increase of 20.9% [1] - The earnings per share (EPS) for the quarter was $2.58, slightly up from $2.57 in the same quarter last year, with an EPS surprise of +11.69% compared to the consensus estimate of $2.31 [1] Financial Performance Metrics - The underwriting expense ratio was reported at 28.1%, slightly above the average estimate of 27.8% [4] - The combined ratio stood at 81.2%, better than the estimated 82.2% [4] - The loss ratio was reported at 53.1%, also better than the estimated 54.3% [4] - Net investment income was $405 million, exceeding the average estimate of $401.06 million, representing a year-over-year increase of +11.3% [4] - Net premiums earned totaled $4.34 billion, surpassing the average estimate of $4.17 billion, with a year-over-year change of +21.7% [4] - Net premiums earned in the insurance segment were $1.97 billion, compared to the average estimate of $1.89 billion, reflecting a +33.2% year-over-year change [4] - Net premiums earned in the reinsurance segment were $2.06 billion, exceeding the average estimate of $2 billion, with a +15.7% year-over-year change [4] - Net premiums earned in the mortgage segment were $281 million, below the average estimate of $295.12 million, indicating an -8.5% year-over-year change [4] - Other underwriting income was reported at $62 million, significantly higher than the average estimate of $20.66 million, representing a +1966.7% year-over-year change [4] - Equity in net income of investment funds was $162 million, compared to the average estimate of $132.36 million, showing a -3% year-over-year change [4] - Other income was reported at $18 million, exceeding the average estimate of $2.33 million, reflecting a +125% year-over-year change [4] Stock Performance - Arch Capital's shares have returned -5% over the past month, while the Zacks S&P 500 composite has increased by +3.6% [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 - 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]