Core Insights - Global Water Resources (GWRS) reported second-quarter 2025 adjusted earnings of 6 cents per share, matching the Zacks Consensus Estimate but down 14.3% from 7 cents per share in the same quarter last year due to increased depreciation expenses related to capital improvement plans [1][8] Revenue Performance - Total operating revenues for the second quarter reached $14 million, aligning with the Zacks Consensus Estimate and reflecting a year-over-year increase of 5.4%, driven by organic connection growth, increased consumption, and higher rates [2][8] - Water Services contributed $7.36 million to total revenues, marking a 10.5% increase from $6.67 million in the prior year [2] - Wastewater and recycled water services generated $6.87 million in revenues, a slight increase of 0.5% from $6.84 million in the same quarter last year [3] Operational Metrics - Water consumption rose by 8.2% to 1.2 billion gallons, while total active service connections increased by 3.8% to 65,639 as of June 30, 2025 [4][8] - Net income for the second quarter decreased to $1.6 million from $1.7 million in the previous year [4] Financial Position - As of June 30, 2025, GWRS had cash and cash equivalents of $10.2 million, up from $9.04 million at the end of 2024 [5] - The company's net long-term debt decreased to $116.8 million from $118.5 million as of December 31, 2024 [5] - Cash flow from operating activities in the first half of 2025 was approximately $8.8 million, down from $13.6 million in the same period last year [5] Market Position - GWRS currently holds a Zacks Rank of 3 (Hold) [6]

Core Viewpoint - The Bank of New York Mellon Corporation (BK) has shown a positive performance with a 6.7% increase in shares since the last earnings report, outperforming the S&P 500 [1][2]. Earnings Performance - BNY Mellon's Q2 2025 adjusted earnings were $1.94 per share, exceeding the Zacks Consensus Estimate of $1.74 and reflecting a 28% increase from the prior-year quarter [3][4]. - Net income applicable to common shareholders on a GAAP basis was $1.39 billion, up 22% year over year, surpassing projections of $1.15 billion [5]. Revenue and Expenses - Total revenues rose 9% year over year to $5.03 billion, marking the first time quarterly revenues exceeded $5 billion, and surpassing the Zacks Consensus Estimate of $4.86 billion [6]. - Non-interest expenses on a GAAP basis were $3.21 billion, up 4% from the prior-year quarter, driven by increases in most cost components [8]. Asset Management - As of June 30, 2025, Assets Under Management (AUM) reached $2.11 trillion, a 3% increase year over year, while Assets Under Custody/Administration (AUC/A) was $55.8 trillion, up 13% year over year [9]. Credit Quality - The allowance for loan losses was 0.38%, down 2 basis points from the prior-year quarter, with non-performing assets decreasing to $161 million from $227 million [10][11]. Capital Position - The common equity Tier 1 ratio improved to 11.5% as of June 30, 2025, up from 11.4% a year earlier [12]. Share Repurchase - In the reported quarter, BNY Mellon repurchased shares worth $895 million [13]. 2025 Outlook - Management anticipates net interest income (NII) to increase in the high single-digit range from $4.3 billion in 2024, and fee income is expected to improve from $13.6 billion in 2024 [14]. - Expenses are projected to rise roughly 3% from $12.5 billion in 2024, reflecting higher revenue-related expenses and continued investments [15]. Estimate Revisions - There has been an upward trend in estimates revisions for the stock over the past month, indicating positive investor sentiment [16][18]. VGM Scores - The Bank of New York Mellon has a subpar Growth Score of D, a Momentum Score of B, and an overall aggregate VGM Score of D, placing it in the bottom 40% for the value investment strategy [17].

Core Insights - Tapestry reported revenue of $1.72 billion for the quarter ended June 2025, reflecting an 8.3% increase year-over-year and a 2.3% surprise over the Zacks Consensus Estimate of $1.68 billion [1] - Earnings per share (EPS) for the quarter was $1.04, up from $0.92 in the same quarter last year, surpassing the consensus EPS estimate of $1.01 by 2.97% [1] Financial Performance - Tapestry's stock has returned +12.8% over the past month, outperforming the Zacks S&P 500 composite's +3.5% change [3] - The company holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3] Store Metrics - Total number of Coach stores: 931, exceeding the average estimate of 921 [4] - Total number of Stuart Weitzman stores: 80, below the average estimate of 86 [4] - Total number of Kate Spade stores: 360, slightly below the average estimate of 368 [4] - Total number of stores (EOP): 1,371, slightly below the average estimate of 1,375 [4] Geographic Sales Performance - Greater China net sales reached $273.9 million, surpassing the average estimate of $244.83 million, with a year-over-year increase of 17.9% [4] - North America net sales were $1.1 billion, slightly above the estimated $1.09 billion, representing an 8.1% year-over-year increase [4] Segment Sales Performance - Coach net sales amounted to $1.43 billion, exceeding the average estimate of $1.39 billion, with a year-over-year increase of 14% [4] - Stuart Weitzman net sales were $45.5 million, above the average estimate of $43.3 million, but reflecting a year-over-year decline of 10.1% [4] - Kate Spade net sales were $252.6 million, slightly below the average estimate of $254.71 million, with a year-over-year decline of 12.9% [4] Operating Income - Coach's operating income was $447.7 million, surpassing the average estimate of $431.52 million [4] - Stuart Weitzman reported an operating loss of $1.4 million, significantly better than the estimated loss of $9.9 million [4]

Core Insights - Venture Global, Inc. (VG) reported second-quarter 2025 diluted earnings per share of 14 cents, missing the Zacks Consensus Estimate of 22 cents, but an increase from 12 cents in the same quarter last year [1][10] - Total revenues for the quarter reached $3.1 billion, significantly up from $1.1 billion year-over-year and exceeding the Zacks Consensus Estimate of $2.9 billion [1][10] Financial Performance - Income from operations was $1.04 billion, compared to $363 million in the second quarter of 2024, driven by increased LNG sales volumes from the Plaquemines project, despite lower prices at the Calcasieu Project [3] - Adjusted EBITDA for the quarter was $1.4 billion, a 217% increase from $440 million in the previous year, primarily due to higher LNG sales volumes [5] - The cost of sales rose to $1.4 billion from $300 million year-over-year, with total operating costs and expenses amounting to $2.1 billion, up from $745 million [6] Export and Sales Data - VG exported 89 cargoes in the second quarter, a significant increase from 36 cargoes in the same period last year, with total LNG volumes exported reaching 331 trillion British thermal units (TBtu), up from 129 TBtu [4][10] Balance Sheet - As of June 30, 2025, the company had $2.25 billion in cash and cash equivalents, with a net long-term debt of $29.8 billion [7] Future Outlook - For the full year 2025, VG projects Adjusted EBITDA to be in the range of $6.4 billion to $6.8 billion, with total cargoes expected to be between 367 and 389 [8]

Group 1 - Tapestry, Inc. is set to release its fourth-quarter earnings results on August 14, with analysts expecting earnings of $1.02 per share, an increase from $0.92 per share in the same period last year [1] - The projected quarterly revenue for Tapestry is $1.68 billion, compared to $1.59 billion a year earlier [1] - Tapestry's shares rose by 2.4% to close at $113.53 following a renewed multi-year collaboration with Gen Phoenix, a leader in eco-friendly recycled leather fibers [2] Group 2 - Telsey Advisory Group analyst Dana Telsey maintained an Outperform rating and raised the price target from $92 to $125 [8] - UBS analyst Jay Sole maintained a Neutral rating and increased the price target from $73 to $112 [8] - B of A Securities analyst Lorraine Hutchinson downgraded the stock from Buy to Hold while raising the price target from $95 to $115 [8] - JP Morgan analyst Matthew Boss maintained an Overweight rating and raised the price target from $104 to $145 [8] - Raymond James analyst Rick Patel reiterated an Outperform rating and boosted the price target from $85 to $115 [8]

Core Insights - Coherent reported $1.53 billion in revenue for the quarter ended June 2025, a year-over-year increase of 16.4% [1] - The EPS for the same period was $1.00, compared to $0.61 a year ago, indicating significant growth [1] - The revenue exceeded the Zacks Consensus Estimate of $1.51 billion, resulting in a surprise of +1% [1] - The company also delivered an EPS surprise of +7.53%, with the consensus EPS estimate being $0.93 [1] Performance Metrics - Coherent's shares have returned +21.3% over the past month, outperforming the Zacks S&P 500 composite's +3.1% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), suggesting potential for further outperformance in the near term [3] Revenue Breakdown - Networking revenues reached $945.2 million, surpassing the four-analyst average estimate of $930.18 million, with a year-over-year change of +39% [4] - Laser revenues were reported at $348 million, slightly below the four-analyst average estimate of $358.41 million, reflecting a year-over-year decline of -2.1% [4] - Materials revenues totaled $236.2 million, exceeding the four-analyst average estimate of $231.23 million, but showing a year-over-year decrease of -15.4% [4]

Core Insights - Targa Resources Corp. (TRGP) reported second-quarter 2025 earnings of $2.87 per share, exceeding the Zacks Consensus Estimate of $1.91 and improving from $1.33 in the same quarter last year, driven by strong volumes across its systems [1] - Total quarterly revenues reached $4.3 billion, a 19.6% increase from $3.6 billion in the prior-year quarter, primarily due to a 23% rise in commodity sales and a 5% increase in midstream service fees, although it fell short of the Zacks Consensus Estimate of $4.9 billion [2] - Adjusted EBITDA for the quarter was $1.2 billion, up from $984.3 million year-over-year [2] Dividend and Share Buyback - Targa declared a quarterly cash dividend of $1 per common share, totaling approximately $217 million, payable on August 15 to shareholders of record as of July 31 [3] - The company repurchased 651,163 common shares for about $124.9 million at an average price of $191.86 per share, with $890.5 million remaining under the authorized buyback plan as of March 31, 2025 [3] Operational Highlights - The company achieved all-time-high transportation volumes for Permian and NGL, and announced a 43-mile expansion of the Bull Run natural gas pipeline to enhance connectivity between the Permian Delaware system and WAHA [4] - The Gathering and Processing segment reported an operating margin of $588 million, a 3% increase from $573 million year-over-year, although it missed the consensus estimate of $619 million [5] - Logistics and Transportation segment's operating margin was $632 million, reflecting a 15% year-over-year increase that matched the consensus estimate [6] Volume and Margin Performance - Gathering and Processing volumes increased by 11% year-over-year to an average of 6,278 MMcf/d, surpassing the consensus mark of 6,135 MMcf/d [5][10] - Fractionation volumes rose 7% to 969 thousand barrels per day, although it fell short of the consensus estimate of 1,106 thousand barrels per day [8] - NGL pipeline transportation volumes increased by 23% year-over-year, while export volumes rose by 7% [8] Financial Overview - Product costs amounted to $2.4 billion, a 10.9% increase from the previous year, while operating expenses rose to $323.6 million, up 11% from $290.7 million [11] - The company invested $885.1 million in growth capital programs, compared to $798.7 million in the prior year [11] - As of June 30, 2025, Targa had cash and cash equivalents of $113.1 million and long-term debt of $16.1 billion, with a debt-to-capitalization ratio of approximately 85.6% [11] 2025 Guidance - Targa expects full-year adjusted EBITDA for 2025 to be in the range of $4.65-$4.85 billion, supported by growth in its Permian Gathering and Processing footprint [12] - The company anticipates total net growth capital expenditures for 2025 to be around $3 billion, reflecting earlier-than-expected project completions and new expansions [13] - The Gathering and Processing segment is set to see the Pembrook II plant come online ahead of schedule in August 2025, with several other projects progressing as planned [14][15]

Core Insights - Gladstone Investment (GAIN) reported revenue of $23.54 million for the quarter ended June 2025, reflecting a 6.2% increase year-over-year [1] - The earnings per share (EPS) remained stable at $0.24, matching the EPS from the same quarter last year [1] - The reported revenue fell short of the Zacks Consensus Estimate of $23.95 million, resulting in a revenue surprise of -1.68% [1] - The company achieved an EPS surprise of +4.35%, exceeding the consensus EPS estimate of $0.23 [1] Financial Performance Metrics - Interest income from affiliate investments was reported at $6.19 million, slightly below the average estimate of $6.38 million from two analysts [4] - Interest income from cash and cash equivalents was $0.2 million, outperforming the average estimate of $0.07 million [4] - Interest income from non-control/non-affiliate investments was $15.26 million, which was lower than the estimated $16.04 million [4] - Total interest income amounted to $21.65 million, compared to the average estimate of $22.49 million [4] Stock Performance - Over the past month, shares of Gladstone Investment have returned +1.1%, while the Zacks S&P 500 composite increased by +2% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance against the broader market in the near term [3]

View all Key Company Metrics for American Integrity Insurance here>>> Shares of American Integrity Insurance have returned -1.6% over the past month versus the Zacks S&P 500 composite's +2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. 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 ...

Core Insights - Cardinal Health reported $60.16 billion in revenue for the quarter ended June 2025, a year-over-year increase of 0.5% and an EPS of $2.08 compared to $1.84 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $60.67 billion, resulting in a surprise of -0.84%, while the EPS exceeded the consensus estimate of $2.03 by +2.46% [1] Revenue Breakdown - Pharmaceutical and Specialty Solutions revenue was $55.37 billion, slightly below the average estimate of $55.86 billion, reflecting a year-over-year decline of -0.4% [4] - Corporate revenue reported at -$21 million, better than the estimated -$21.65 million, but a significant year-over-year decrease of -12.5% [4] - Other revenue reached $1.61 billion, surpassing the average estimate of $1.57 billion, marking a substantial year-over-year increase of +37.3% [4] - Medical Products and Distribution revenue was $3.2 billion, in line with the average estimate of $3.21 billion, showing a year-over-year growth of +2.9% [4] Segment Profit Analysis - Segment profit for Pharmaceutical and Specialty Solutions was $535 million, slightly below the average estimate of $543.86 million [4] - Segment profit for Other was $160 million, exceeding the average estimate of $147.91 million [4] - Global Medical Products and Distribution segment profit was $70 million, above the average estimate of $65.48 million [4] Stock Performance - Cardinal Health's shares have returned -2.5% over the past month, contrasting with the Zacks S&P 500 composite's +2% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]