Core Insights - Walmart Inc. reported second-quarter fiscal 2026 results, with total revenues of $177.4 billion, exceeding the Zacks Consensus Estimate of $175.5 billion, while adjusted earnings per share (EPS) of 68 cents missed the estimate of 73 cents [1][3][11] - The company raised its fiscal 2026 net sales and adjusted EPS guidance, now expecting net sales growth of 3.75-4.75% and adjusted EPS in the range of $2.52-$2.62 [1][17] Financial Performance - Total revenues increased by 4.8% year over year, with a constant-currency growth of 5.6%, reflecting strong performance across all business segments [3][11] - Adjusted EPS rose 1.5% from the previous year, but fell short of expectations [3][11] - Operating income decreased by 8.2% year over year to $7.3 billion, impacted by legal and restructuring costs, although adjusted operating income increased by 0.4% [7][11] Segment Performance - Walmart U.S. segment net sales grew 4.8% to $120.9 billion, driven by grocery and health & wellness sales, with e-commerce sales rising 26% [8][9] - Walmart International segment net sales increased by 5.5% to $31.2 billion, with a 10.5% increase on a constant-currency basis, supported by strong performance in China and Flipkart [10][11] - Sam's Club U.S. segment net sales rose 6% to $21.2 billion, with e-commerce sales increasing by 26% [12][13] E-commerce and Digital Growth - Global e-commerce sales surged 25%, attributed to store-fulfilled pickup and delivery services [4][11] - Membership income increased by 15.3% globally, while advertising revenue advanced by 46% [4][11] Operating Metrics - Consolidated gross profit margin expanded by 4 basis points to 24.5%, supported by strong inventory management [5][11] - Operating expenses deleveraged by 64 basis points due to higher self-insured liability claims and technology investments [6][11] Future Outlook - For the third quarter of fiscal 2026, Walmart expects consolidated net sales growth of 3.75-4.75% and operating income growth of 3-6% [16][17] - The company anticipates net interest expenses to increase by $100-$200 million [17]

A month has gone by since the last earnings report for Northrop Grumman (NOC) . Shares have added about 4.2% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Northrop Grumman due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts. Northrop Grumman Beats on Q2 Earnings & Revenu ...

Core Viewpoint - RTX Corporation reported strong second-quarter earnings, beating estimates for both adjusted EPS and sales, but lowered its EPS guidance for 2025 while raising its sales projection [2][11][12]. Financial Performance - Adjusted EPS for Q2 2025 was $1.56, exceeding the Zacks Consensus Estimate of $1.45 by 7.6% and improving 10.6% from $1.41 in the previous year [2]. - Q2 sales reached $21.58 billion, surpassing the Zacks Consensus Estimate of $20.58 billion by 5.1% and increasing 9.4% from $19.72 billion in Q2 2024 [4]. - Total costs and expenses rose 6.4% year over year to $19.48 billion, with adjusted operating profit at $2.79 billion compared to $2.56 billion in the prior-year quarter [5]. Segment Performance - Collins Aerospace reported sales of $7.62 billion, an 8.9% increase year over year, driven by higher commercial aftermarket and defense sales [6]. - Pratt & Whitney's sales were $7.63 billion, reflecting a 12.2% improvement, attributed to growth in commercial aftermarket and OEM businesses [7]. - Raytheon segment sales reached $7 billion, up 6.4% year over year, supported by increased sales volume for defense systems [8]. Financial Update - Cash and cash equivalents stood at $4.78 billion as of June 30, 2025, down from $5.58 billion at the end of 2024 [10]. - Long-term debt decreased to $38.26 billion from $38.73 billion [10]. - Net cash flow from operating activities was $1.76 billion, down from $3.08 billion a year earlier [10]. Guidance - RTX updated its 2025 adjusted EPS guidance to $5.80-$5.95, down from $6.00-$6.15, with the Zacks Consensus Estimate at $5.93 [11]. - The company raised its 2025 sales projection to $84.75-$85.50 billion from $83-$84 billion, with the Zacks Consensus Estimate at $84.13 billion [12]. - RTX expects to generate free cash flow of $7.0-$7.5 billion for 2025 [12]. Market Sentiment - Following the earnings release, there has been a downward trend in estimates for RTX, leading to a Zacks Rank of 4 (Sell) [13][15].

It has been about a month since the last earnings report for Sherwin-Williams (SHW) . Shares have added about 7.1% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Sherwin-Williams due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. ...

A month has gone by since the last earnings report for Range Resources (RRC) . Shares have lost about 7.4% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Range Resources due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Range Resources Corporation before we dive into how investors and analysts have reacted as of late. Rang ...

It has been about a month since the last earnings report for Texas Instruments (TXN) . Shares have added about 7.8% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Texas Instruments due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Texas Instruments Incorporated before we dive into how investors and analysts have reacted as of lat ...

It has been about a month since the last earnings report for Baker Hughes (BKR) . Shares have lost about 4.1% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Baker Hughes due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Baker Hughes Company before we dive into how investors and analysts have reacted as of late.Baker Hughe ...

Core Viewpoint - General Motors reported a mixed performance in its recent earnings, with adjusted earnings per share surpassing estimates but showing a decline compared to the previous year [2][3]. Financial Performance - Adjusted earnings for Q2 2025 were $2.53 per share, exceeding the Zacks Consensus Estimate of $2.39, but down from $3.06 in the same quarter last year [2]. - Total revenues reached $47.12 billion, beating the Zacks Consensus Estimate of $46.25 billion but lower than $47.97 billion from the prior year [2]. - Adjusted EBIT was $3.03 billion, a decrease from $4.43 billion in the prior-year quarter [3]. Segmental Performance - GMNA generated net revenues of $39.49 billion, down from $40.72 billion year-over-year, but above the projected $37.86 billion due to higher deliveries [4]. - GMI reported net revenues of $3.33 billion, up from $3.29 billion year-over-year, exceeding expectations [5]. - GM Financial's net revenues increased to $4.26 billion from $3.92 billion in the previous year, surpassing predictions [6]. Financial Position - As of June 30, 2025, General Motors had cash and cash equivalents of $22.38 billion and long-term automotive debt of $15.48 billion [7]. - The company generated net automotive cash from operating activities of $4.65 billion during the quarter [7]. - Adjusted automotive free cash flow was $2.83 billion, down from $5.3 billion in the prior year [7]. Market Sentiment - There has been a downward trend in estimates for General Motors over the past month [8]. - The company holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [11]. VGM Scores - General Motors has an average Growth Score of C, a Momentum Score of F, and a Value Score of A, placing it in the top 20% for value investors [9][10].

Core Viewpoint - Genuine Parts reported a mixed performance in its latest earnings report, with adjusted earnings per share beating estimates but declining year over year, while net sales exceeded expectations and showed year-over-year growth [2][5]. Financial Performance - Adjusted earnings for Q2 2025 were $2.10 per share, surpassing the Zacks Consensus Estimate of $2.08 but down from $2.44 in the same quarter last year [2]. - Net sales reached $6.16 billion, exceeding the Zacks Consensus Estimate of $6.11 billion, reflecting a 3.4% year-over-year increase driven by acquisitions, favorable currency exchange, and comparable sales growth [2]. - Cash and cash equivalents decreased to $458 million from $480 million as of December 31, 2024, while long-term debt slightly increased to $3,744 million [5]. Segmental Performance - The Automotive segment reported net sales of $3.9 billion, a 5% increase year over year, driven by acquisitions, although EBITDA decreased by 6.9% to $338 million [3]. - The Industrial Parts segment's net sales rose 0.7% year over year to $2.3 billion, with EBITDA growing 1.1% to $288 million [4]. 2025 Guidance - The company revised its overall sales growth expectation for 2025 to 1-3%, down from the previous 2-4% forecast, with automotive sales now expected to grow 1.5-3.5% [6]. - Adjusted earnings per share guidance was narrowed to a range of $7.50 to $8, compared to the prior range of $7.75 to $8.25 [7]. Market Reaction - Following the earnings release, there has been a downward trend in fresh estimates for the company [8]. - The stock currently holds a poor Growth Score of F and a Momentum Score of D, but a better Value Score of B [9]. Outlook - The overall trend in estimates has been downward, leading to a Zacks Rank of 4 (Sell), indicating expectations of below-average returns in the coming months [11].

A month has gone by since the last earnings report for KeyCorp (KEY) . Shares have lost about 3.1% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is KeyCorp due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.KeyCorp's Q2 Earnings Beat ...