Core Insights - Gentex (GNTX) reported revenue of $657.86 million for Q2 2025, a year-over-year increase of 14.8% and an EPS of $0.47, up from $0.37 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $583.51 million by 12.74%, and the EPS also surpassed the consensus estimate of $0.40 by 17.5% [1] Financial Performance Metrics - Gentex's stock has returned +8% over the past month, outperforming the Zacks S&P 500 composite's +4.6% change [3] - The company holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3] Auto-Dimming Mirror Shipments - Total Interior Mirrors shipped: 7.53 million, exceeding the average estimate of 7.46 million [4] - Total Exterior Mirrors shipped: 4.04 million, below the average estimate of 4.34 million [4] - Total Auto-Dimming Mirror Units shipped: 11.58 million, slightly below the average estimate of 11.8 million [4] - North American Mirror Units shipped: 3.75 million, below the average estimate of 3.94 million [4] - International Exterior Mirrors shipped: 2.52 million, below the average estimate of 2.72 million [4] - North American Exterior Mirrors shipped: 1.52 million, below the average estimate of 1.63 million [4] - Total International Mirror Units shipped: 7.83 million, slightly below the average estimate of 7.86 million [4] - International Interior Mirrors shipped: 5.31 million, above the average estimate of 5.14 million [4] - North American Interior Mirrors shipped: 2.22 million, below the average estimate of 2.32 million [4] Revenue Breakdown - Revenue from Other products: $12.5 million, below the average estimate of $16.14 million, representing an 8.1% decrease year-over-year [4] - Revenue from Automotive Products: $566.5 million, slightly below the average estimate of $574.89 million, with a year-over-year increase of 1.3% [4]

Group 1 - Princeton Bancorp reported revenue of $21.06 million for the quarter ended June 2025, representing a 16.6% increase year-over-year [1] - The company's EPS was $0.10, a significant decrease from $0.80 in the same quarter last year, with an EPS surprise of +600% compared to the consensus estimate of -$0.02 [1] - The reported revenue was a surprise of -1.95% against the Zacks Consensus Estimate of $21.48 million [1] Group 2 - Key metrics for Princeton Bancorp include average interest-earning assets of $2.13 billion, which was below the two-analyst average estimate of $2.17 billion [4] - The net charge-offs to average loans ratio was 2.1%, slightly better than the estimated 2.2% [4] - The adjusted efficiency ratio was reported at 63.1%, compared to the average estimate of 62.7% [4] - The net interest margin was 3.5%, slightly below the estimated 3.6% [4] - Total noninterest income was $2.25 million, exceeding the average estimate of $2.19 million [4] - Net interest income was reported at $18.81 million, lower than the average estimate of $19.26 million [4] Group 3 - Shares of Princeton Bancorp have returned +8.3% 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 in the near term [3]

Core Insights - Boyd Gaming reported revenue of $1.03 billion for the quarter ended June 2025, reflecting a year-over-year increase of 6.9% and exceeding the Zacks Consensus Estimate of $980.29 million by 5.48% [1] - The company's EPS for the quarter was $1.87, up from $1.58 in the same quarter last year, surpassing the consensus EPS estimate of $1.67 by 11.98% [1] Revenue Performance - Online revenue reached $173.05 million, significantly above the six-analyst average estimate of $139.48 million, marking a year-over-year increase of 33.2% [4] - Downtown Las Vegas revenue was $55.25 million, slightly below the estimated $56.1 million, representing a decline of 4.2% year-over-year [4] - Revenue from the Midwest and South segment was $540.08 million, exceeding the average estimate of $531.53 million, with a year-over-year increase of 3.5% [4] - Managed & Other segment revenue was $36.53 million, surpassing the estimate of $34.94 million, reflecting a year-over-year increase of 10.4% [4] - Las Vegas Locals revenue was $229.09 million, above the estimated $221.91 million, with a year-over-year increase of 1.8% [4] Adjusted EBITDAR Analysis - Adjusted EBITDAR for Online was $22.24 million, exceeding the estimate of $18.72 million [4] - Adjusted EBITDAR for Managed & Other was $25.96 million, above the average estimate of $24.01 million [4] - Adjusted EBITDAR for Corporate expense was -$23.87 million, slightly better than the estimate of -$24.38 million [4] - Adjusted EBITDAR for Downtown Las Vegas was $19.41 million, below the average estimate of $20.91 million [4] - Adjusted EBITDAR for Midwest and South was $201.4 million, exceeding the estimate of $195.56 million [4] - Adjusted EBITDAR for Las Vegas Locals was $112.71 million, above the average estimate of $105.06 million [4] Stock Performance - Boyd's shares have returned +6.9% 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 - TriCo (TCBK) reported revenue of $103.61 million for the quarter ended June 2025, marking a year-over-year increase of 5.9% and a surprise of +2.38% over the Zacks Consensus Estimate of $101.2 million [1] - The EPS for the same period was $0.84, slightly down from $0.87 a year ago, with an EPS surprise of +2.44% compared to the consensus estimate of $0.82 [1] Financial Performance Metrics - Efficiency ratio stood at 59%, better than the estimated 59.9% by analysts [4] - Net Interest Margin was reported at 3.9%, exceeding the average estimate of 3.8% [4] - Average Interest-Earning Assets totaled $8.97 billion, slightly below the two-analyst average estimate of $9.04 billion [4] - Net Interest Income reached $86.52 million, surpassing the three-analyst average estimate of $84.54 million [4] - Total Non-Interest Income was $17.09 million, compared to the average estimate of $16.42 million [4] - Gain on Sale of Loans was $0.5 million, exceeding the estimated $0.44 million by analysts [4] Stock Performance - TriCo's shares have returned +4.3% over the past month, while the Zacks S&P 500 composite has seen a +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]

Core Insights - Equifax reported revenue of $1.54 billion for the quarter ended June 2025, reflecting a year-over-year increase of 7.4% and exceeding the Zacks Consensus Estimate of $1.51 billion by 1.51% [1] - The company's EPS for the quarter was $2.00, up from $1.82 in the same quarter last year, surpassing the consensus estimate of $1.92 by 4.17% [1] Revenue Performance by Region - Asia Pacific operating revenue was $85.3 million, slightly below the estimated $86.43 million, marking a year-over-year increase of 0.8% [4] - Latin America operating revenue reached $99.6 million, below the average estimate of $102.96 million, with a year-over-year change of 2.4% [4] - Europe operating revenue was $99.2 million, exceeding the estimated $91.86 million, representing a significant year-over-year increase of 12.5% [4] - Canada operating revenue was $69.3 million, slightly below the estimate of $69.4 million, with a year-over-year change of 0.1% [4] U.S. Information Solutions Performance - U.S. Information Solutions operating revenue was $521.5 million, surpassing the estimated $509.88 million, with a year-over-year increase of 9% [4] - Financial Marketing Services within U.S. Information Solutions generated $63.7 million, exceeding the estimate of $62.55 million, reflecting a year-over-year increase of 6% [4] - Online Information Solutions under U.S. Information Solutions reported $457.8 million, surpassing the estimate of $443.97 million, with a year-over-year change of 21.2% [4] Workforce Solutions Performance - Workforce Solutions generated $662.1 million in operating revenue, exceeding the average estimate of $652.84 million, with a year-over-year increase of 8% [4] - Verification Services within Workforce Solutions reported $567.1 million, surpassing the estimate of $558.35 million, reflecting a year-over-year increase of 9.9% [4] - Employer Services under Workforce Solutions generated $95 million, slightly above the estimate of $94.72 million, but with a year-over-year decrease of 2.1% [4] Overall Market Performance - Equifax shares returned +1.8% over the past month, while the Zacks S&P 500 composite increased by +5.9% [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 - Sherwin-Williams reported revenue of $6.31 billion for the quarter ended June 2025, a year-over-year increase of 0.7% [1] - The company's EPS for the same period was $3.38, down from $3.70 a year ago, indicating a decline [1] - Revenue exceeded the Zacks Consensus Estimate of $6.28 billion by 0.49%, while EPS fell short of the consensus estimate of $3.76 by 10.11% [1] Financial Performance Metrics - Net New Stores in the Paint Stores Group were 20, matching analyst estimates [4] - The total number of Paint Stores remained at 4,811, consistent with analyst expectations [4] - Net sales for the Paint Stores Group reached $3.7 billion, slightly above the estimated $3.69 billion, reflecting a 2.3% increase year-over-year [4] - Consumer Brands Group net sales were $809.4 million, below the estimated $821.32 million, showing a decline of 4.1% year-over-year [4] - Performance Coatings Group net sales were $1.8 billion, exceeding the average estimate of $1.77 billion, but representing a 0.3% decrease year-over-year [4] - Administrative net sales were reported at $1.8 million, significantly higher than the estimated $0.97 million, marking a 100% increase year-over-year [4] - Segment profit for the Paint Stores Group was $916.5 million, below the average estimate of $948.97 million [4] - Adjusted segment profit for the Performance Coatings Group was $302.3 million, lower than the estimated $335.91 million [4] - Adjusted segment profit for the Consumer Brands Group was $181.4 million, compared to the average estimate of $212.74 million [4] Stock Performance - Sherwin-Williams shares have returned -0.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of 5.9% [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 Viewpoint - Pinnacle Financial reported strong financial results for the quarter ended June 2025, with significant year-over-year growth in revenue and earnings per share, exceeding market expectations [1][2]. Financial Performance - Revenue for the quarter was $504.99 million, a 37.8% increase year-over-year, surpassing the Zacks Consensus Estimate of $492.81 million by 2.47% [1]. - Earnings per share (EPS) reached $2.00, compared to $1.63 a year ago, reflecting a surprise of 4.17% against the consensus estimate of $1.92 [1]. Key Metrics - Net Interest Margin was reported at 3.2%, matching the average estimate from six analysts [4]. - Efficiency Ratio stood at 56.7%, slightly above the estimated 55.4% by six analysts [4]. - Annualized net loan charge-offs to average loans were 0.2%, in line with the five-analyst average estimate [4]. - Average balances of total interest-earning assets were $49.1 billion, exceeding the estimated $48.7 billion [4]. - Nonaccrual loans totaled $157.17 million, lower than the estimated $180.33 million [4]. - Total nonperforming assets were $162.01 million, compared to the average estimate of $184.79 million [4]. - Total noninterest income was $125.46 million, surpassing the average estimate of $116.7 million [4]. - Net Interest Income was reported at $379.53 million, slightly above the estimated $376.81 million [4]. - Gains on mortgage loans sold, net, were $1.97 million, below the estimated $3 million [4]. - Service charges on deposit accounts were $17.09 million, slightly below the estimated $17.5 million [4]. - Insurance sales commissions were $3.69 million, compared to the average estimate of $4.41 million [4]. - Trust fees were reported at $9.28 million, slightly below the average estimate of $9.4 million [4]. Stock Performance - Pinnacle Financial's shares have returned +15% over the past month, outperforming the Zacks S&P 500 composite's +5% 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 - Constellation Brands reported a revenue of $2.52 billion for the quarter ended May 2025, reflecting a year-over-year decline of 5.5% and an EPS of $3.22, down from $3.57 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $2.57 billion, resulting in a surprise of -2.07%, while the EPS also missed the consensus estimate of $3.34 by -3.59% [1] Financial Performance Metrics - Net Sales for Wine and Spirits were reported at $280.5 million, significantly below the five-analyst average estimate of $297.74 million, marking a year-over-year decline of 27.9% [4] - Net Sales for Beer were $2.23 billion, slightly below the $2.27 billion average estimate, with a year-over-year change of -1.7% [4] - Operating Income for Wine and Spirits was reported at -$6 million, contrasting with the four-analyst average estimate of $12.38 million [4] - Operating Income for Beer was $873.4 million, compared to the average estimate of $899.7 million [4] - Operating Income for Corporate Operations and Other was -$57.5 million, slightly better than the average estimate of -$63.99 million [4] Stock Performance - Shares of Constellation Brands have returned -6.6% over the past month, while the Zacks S&P 500 composite has seen a +5.2% 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 - Ciena reported $1.13 billion in revenue for the quarter ended April 2025, marking a year-over-year increase of 23.6% and a surprise of +2.78% over the Zacks Consensus Estimate of $1.1 billion [1] - The EPS for the same period was $0.42, compared to $0.27 a year ago, but fell short of the consensus estimate of $0.52, resulting in an EPS surprise of -19.23% [1] Revenue Breakdown - Total Networking Platforms revenue was $866.30 million, exceeding the estimated $829.74 million, reflecting a +28.1% change year-over-year [4] - Total Global Services revenue reached $146.20 million, slightly above the $144.17 million estimate, with an +8.5% year-over-year change [4] - Software and Services revenue totaled $113.40 million, below the $117.98 million estimate, but still showing a +13.6% increase year-over-year [4] - Networking Platforms revenue from Routing and Switching was $92.70 million, underperforming the estimated $103.56 million, with a -20.2% change year-over-year [4] - Optical Networking revenue was $773.60 million, surpassing the $723.28 million estimate, indicating a +38.1% year-over-year increase [4] - Total Products revenue was $898.58 million, exceeding the estimated $874.35 million, reflecting a +28.1% change year-over-year [4] - Blue Planet Automation Software and Services revenue was $28 million, above the $25.43 million estimate, showing a significant +94.4% year-over-year increase [4] - Platform Software and Services revenue was $85.40 million, below the $100.05 million estimate, with no change year-over-year [4] - Services revenue reached $227.30 million, slightly above the $222.76 million estimate, with an +8.5% year-over-year change [4] Profitability Metrics - Gross profit from Products was $348.60 million, slightly below the $356.09 million estimate [4] - Gross profit from Services was $104.24 million, exceeding the $100.18 million estimate [4] Stock Performance - Ciena's shares have returned +14.4% 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]

Core Insights - V.F. Corporation (VFC) reported a revenue of $2.14 billion for the quarter ended March 2025, reflecting a year-over-year decline of 9.7% and an EPS of -$0.13, an improvement from -$0.32 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $2.18 billion by 1.62%, while the EPS exceeded the consensus estimate of -$0.15 by 13.33% [1] Revenue Performance - Geographic Revenue: - Americas: $995.20 million, below the estimated $1.11 billion, a decline of 11.6% year-over-year [4] - Asia-Pacific: $336.20 million, below the estimated $355.65 million, a decline of 11% year-over-year [4] - Europe: $812.30 million, exceeding the estimated $744.21 million, a decline of 6.6% year-over-year [4] - Revenue by Segment: - Active: $645.32 million, below the estimated $753.22 million, a decline of 29.4% year-over-year [4] - Work: $222.17 million, slightly above the estimated $221.17 million, a decline of 7.6% year-over-year [4] - Outdoor: $1.28 billion, exceeding the estimated $1.22 billion, an increase of 4.7% year-over-year [4] - Revenue by Brand: - Dickies: $139.30 million, slightly above the estimated $138.68 million, a decline of 14.2% year-over-year [4] - Timberland: $376 million, exceeding the estimated $337.45 million, an increase of 10.1% year-over-year [4] - Vans: $492.60 million, below the estimated $571.91 million, a decline of 22% year-over-year [4] - The North Face: $834.50 million, exceeding the estimated $792.59 million, an increase of 2.5% year-over-year [4] - Revenue by Channel: - Direct-To-Consumer: $920.80 million, below the estimated $1 billion, a decline of 15.8% year-over-year [4] Stock Performance - V.F. shares have returned +32.3% over the past month, outperforming the Zacks S&P 500 composite's +12.7% 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]