Core Insights - Aptiv PLC (APTV) reported better-than-expected second-quarter 2025 results with adjusted earnings of $2.12 per share, beating the Zacks Consensus Estimate by 18.4% and increasing 34.2% year over year. Revenues reached $5.21 billion, surpassing the Zacks Consensus Estimate by 3.5% and rising 3.1% year over year [1][9]. Revenue Performance - Adjusted revenues improved 2% year over year, with a 1% decline in Europe, while North America and South America both grew by 3%. Asia saw a 4% increase, despite a 1% decline in China [2]. - The Electrical Distribution Systems and Engineered Components Group reported revenues of $2.21 billion and $1.72 billion, rising 7% and 6% year over year, respectively. However, the Advanced Safety and User Experience segment's revenues declined by 3% to $1.5 billion [3]. Operating Income and Cash Flow - Adjusted operating income was $628 million, up 3.6% from the previous year, with an adjusted operating income margin of 9.3%, an increase of 60 basis points year over year [3]. - The company generated $510 million in cash from operating activities in the quarter, totaling $783 million for the first half of 2025, compared to $887 million in the prior-year period [4]. Future Outlook - For Q3 2025, Aptiv expects revenues between $4.95 billion and $5.10 billion, exceeding the current Zacks Consensus Estimate of $4.91 billion. Adjusted EPS is anticipated to be between $1.6 and $1.8, slightly lower than the current estimate of $1.81 [5]. - For the full year 2025, Aptiv projects revenues between $20 billion and $20.3 billion, above the current Zacks Consensus Estimate of $19.70 billion. Adjusted EPS is expected to range from $7.3 to $7.6 per share, compared to the current estimate of $7.23 [6].

Core Insights - Huntington Ingalls Industries, Inc. (HII) reported second-quarter 2025 earnings of $3.86 per share, a decline of 11.9% from $4.38 in the prior-year quarter, but exceeded the Zacks Consensus Estimate of $3.23 by 19.5% [1] Revenue Performance - Total revenues for the quarter reached $3.08 billion, surpassing the Zacks Consensus Estimate of $2.92 billion by 5.2% and showing a year-over-year increase of 3.5% from $2.98 billion, driven by higher sales volume across all major business segments [2][9] Operational Performance - Segmental operating income was reported at $172 million, down from $203 million in the second quarter of 2024, with a segmental operating margin contraction of 120 basis points to 5.6%, primarily due to poor performance across all business segments [3] Order Backlog - HII received orders worth $11.9 billion in the second quarter of 2025, resulting in a total backlog of $56.9 billion as of June 30, 2025, compared to $48 billion as of March 31, 2024 [4] Segmental Performance - Newport News Shipbuilding: Revenues totaled $1.60 billion, up 4.4% year over year, but operating income decreased by 26.1% to $82 million due to poor performance in the Virginia-class submarine program and aircraft carrier construction [5] - Ingalls Shipbuilding: Revenues reached $724 million, a 1.7% increase year over year, with operating earnings down 3.6% to $54 million due to lower performance and contract incentives from amphibious assault ships [6] - Mission Technologies: Revenues were $791 million, up 3.4% year over year, driven by higher volumes from C5ISR and training solutions [6] Financial Update - Cash and cash equivalents as of June 30, 2025, totaled $343 million, significantly down from $831 million as of December 31, 2024 [8] - Long-term debt stood at $2.70 billion, consistent with the level at the end of 2024 [10] - Free cash flow was reported at $268 million, a significant improvement from a free cash outflow of $373 million in the prior-year period [10] 2025 Guidance - HII reaffirmed its 2025 guidance, expecting shipbuilding revenues in the range of $8.9-$9.1 billion and Mission Technologies revenues between $2.9-$3.1 billion, with an updated free cash flow projection of $500-$600 million [11]

Key Takeaways PCG reported Q2 adjusted EPS of $0.31, missing the consensus estimate of $0.33 by 6.1%.Revenues fell 1.5% year over year to $5.90 billion, also missing the estimate of $6.32 billion by 6.6%.PG&E reaffirmed its 2025 EPS guidance of $1.48-$1.52, matching the consensus midpoint of $1.50.PG&E Corporation ((PCG) reported second-quarter 2025 adjusted earnings per share (EPS) of 31 cents, which lagged the Zacks Consensus Estimate of 33 cents by 6.1%. The bottom line was in line with the prior-year qu ...

Core Insights - Itron reported revenue of $606.76 million for the quarter ended June 2025, a decrease of 0.4% year-over-year, with an EPS of $1.62, up from $1.21 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $609.26 million, resulting in a surprise of -0.41%, while the EPS exceeded the consensus estimate of $1.33 by 21.8% [1] Revenue Breakdown - Device Solutions revenue was $112.76 million, slightly below the average estimate of $113.1 million, reflecting a year-over-year decline of 4.9% [4] - Outcomes revenue reached $85.07 million, compared to the average estimate of $85.73 million, marking a year-over-year increase of 9.3% [4] - Networked Solutions revenue totaled $408.93 million, below the average estimate of $411.45 million, with a year-over-year change of -0.9% [4] Service and Product Revenue - Service Revenue from Networked Solutions was $29.45 million, exceeding the average estimate of $24.94 million, with a year-over-year increase of 16.2% [4] - Total Service Revenue amounted to $89.58 million, surpassing the average estimate of $77.61 million, reflecting a year-over-year growth of 17.6% [4] - Total Product Revenue was $517.18 million, below the average estimate of $531.86 million, indicating a year-over-year decline of 3% [4] Gross Profit and Performance Metrics - Gross Profit for Device Solutions was reported at $33.59 million, exceeding the average estimate of $30.33 million [4] - Itron's shares returned +3.2% over the past month, outperforming the Zacks S&P 500 composite's +2.7% 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]

Financial Performance - Patrick Industries reported $1.05 billion in revenue for the quarter ended June 2025, reflecting a year-over-year increase of 3% [1] - The EPS for the same period was $1.50, compared to $1.44 a year ago, indicating a positive trend in earnings [1] - The revenue reported was a slight miss of -0.01% compared to the Zacks Consensus Estimate of $1.05 billion, while the EPS exceeded the consensus estimate of $1.41 by +6.38% [1] Market Segment Performance - Net Sales in the Recreational Vehicle segment were $479 million, which was below the average estimate of $500.5 million, but showed a year-over-year increase of +6.5% [4] - Net Sales in the Powersports segment were reported at $96 million, falling short of the average estimate of $105 million [4] - Net Sales in the Marine segment reached $156 million, exceeding the average estimate of $133.5 million, but represented a year-over-year decline of -1.1% [4] Stock Performance - Shares of Patrick Industries have returned +2% over the past month, compared to a +2.7% change in the Zacks S&P 500 composite [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 - Cigna reported $67.13 billion in revenue for Q2 2025, an 11% year-over-year increase, with an EPS of $7.20 compared to $6.72 a year ago, exceeding Zacks Consensus Estimates [1] - The revenue surprise was +7.09% over the consensus estimate of $62.69 billion, while the EPS surprise was +0.84% over the consensus estimate of $7.14 [1] Financial Performance Metrics - Medical Care Ratio was 83.2%, matching the average estimate by analysts [4] - Total Medical Customers reached 18.05 million, surpassing the average estimate of 17.92 million [4] - U.S. Healthcare Medical Customers were 16.36 million, slightly above the estimate of 16.23 million [4] - International Health Medical Customers were 1.69 million, in line with the estimate [4] - Net investment income was $236 million, exceeding the average estimate of $219.84 million, but representing a year-over-year decline of 26.5% [4] - Pharmacy revenues were $53.65 billion, significantly above the estimate of $49.16 billion, reflecting a 19% year-over-year increase [4] - Revenues from Evernorth Health Services were $57.83 billion, exceeding the estimate of $54.43 billion, with a year-over-year increase of 16.7% [4] - Evernorth Health Services Pharmacy revenues were $53.99 billion, surpassing the estimate of $51.33 billion, with a year-over-year increase of 16.9% [4] - Cigna Healthcare Premiums revenues were $8.99 billion, slightly above the estimate of $8.87 billion, but showing a year-over-year decline of 21.5% [4] - Total Premiums revenues were $9.16 billion, exceeding the estimate of $8.7 billion, with a year-over-year decline of 20.1% [4] - Fees and Other revenues were $4.14 billion, above the estimate of $4.05 billion, reflecting a year-over-year increase of 13.4% [4] - Cigna Healthcare revenues were $10.8 billion, slightly above the estimate of $10.78 billion, but showing a year-over-year decline of 18.2% [4] Stock Performance - Cigna's shares have returned -7% 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 - Xylem reported revenue of $2.3 billion for the quarter ended June 2025, reflecting a year-over-year increase of 6.1% and surpassing the Zacks Consensus Estimate by 3.93% [1] - The company's EPS for the quarter was $1.26, up from $1.09 in the same quarter last year, exceeding the consensus estimate of $1.14 by 10.53% [1] Revenue Breakdown - Measurement & Control Solutions generated $540 million, exceeding the average estimate of $509.46 million by five analysts, representing a 12% year-over-year increase [4] - Applied Water revenue was $483 million, compared to the estimated $459.4 million, marking a 5.9% increase from the previous year [4] - Water Infrastructure revenue reached $650 million, surpassing the average estimate of $639.53 million, with a year-over-year change of 3% [4] - Water Solutions and Services brought in $628 million, exceeding the average estimate of $605.08 million, reflecting a 4.7% increase year-over-year [4] Adjusted Operating Income - Adjusted Operating Income for Water Infrastructure was $127 million, slightly above the estimate of $124.64 million [4] - Adjusted Operating Income for Applied Water was $94 million, significantly higher than the average estimate of $80.1 million [4] - Adjusted Operating Income for Water Solutions and Services was $106 million, exceeding the estimate of $98.21 million [4] - Corporate and other segments reported an Adjusted Operating Income of -$23 million, worse than the estimate of -$16.4 million [4] - Measurement & Control Solutions had an Adjusted Operating Income of $98 million, surpassing the estimate of $84.05 million [4] Stock Performance - Xylem's shares have returned -0.8% over the past month, while the Zacks S&P 500 composite increased by 2.7% [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 - Conmed reported revenue of $342.35 million for the quarter ended June 2025, reflecting a 3.1% increase year-over-year and a surprise of +0.81% over the Zacks Consensus Estimate of $339.59 million [1] - The company's EPS for the quarter was $1.15, up from $0.98 in the same quarter last year, with an EPS surprise of +1.77% compared to the consensus estimate of $1.13 [1] Revenue Breakdown - Domestic revenue reached $190.6 million, exceeding the average estimate of $186.19 million, marking a year-over-year increase of +2.8% [4] - International revenue was reported at $151.7 million, slightly below the estimated $153.68 million, but still showing a +3.4% increase year-over-year [4] - Net sales in Orthopedic Surgery amounted to $140.7 million, surpassing the average estimate of $139.41 million, with a year-over-year change of +0.9% [4] - Capital Products net sales were $44.5 million, falling short of the $50.63 million estimate, representing a significant year-over-year decline of -15.7% [4] - Single-use Products generated $297.8 million in net sales, exceeding the average estimate of $289.24 million, with a year-over-year increase of +6.6% [4] - General Surgery net sales were reported at $201.6 million, slightly above the estimated $200.46 million, reflecting a +4.7% change compared to the previous year [4] Stock Performance - Conmed's shares have returned -7% 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 expected performance in line with the broader market in the near term [3]

Core Insights - Axalta Coating Systems reported revenue of $1.31 billion for the quarter ended June 2025, a decrease of 3.4% year-over-year, with EPS at $0.64, up from $0.57 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $1.32 billion, resulting in a surprise of -1.33%, while the EPS exceeded the consensus estimate of $0.61 by 4.92% [1] Financial Performance - Total sales in Performance Coatings were $836 million, below the average estimate of $872.1 million, reflecting a year-over-year decline of 5.8% [4] - Total sales in Mobility Coatings reached $469 million, slightly above the average estimate of $463.08 million, marking a year-over-year increase of 1.1% [4] - Sales in Mobility Coatings for commercial vehicles were $107 million, compared to an estimate of $100.02 million, showing a decline of 2.7% year-over-year [4] - Sales in Performance Coatings for industrial applications were $322 million, below the average estimate of $327.45 million, representing a year-over-year decrease of 5.6% [4] - Sales in Mobility Coatings for light vehicles were $362 million, slightly below the estimate of $363.06 million, with a year-over-year increase of 2.3% [4] - Sales in Performance Coatings for refinish applications were $514 million, below the average estimate of $544.4 million, reflecting a year-over-year decline of 5.9% [4] - Adjusted EBIT for Mobility Coatings was $92 million, exceeding the estimate of $74.79 million [4] - Adjusted EBIT for Performance Coatings was $200 million, below the average estimate of $209.59 million [4] Market Performance - Axalta Coating Systems' shares have returned -5.9% over the past month, contrasting with the Zacks S&P 500 composite's increase of 3.4% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Financial Performance - Polaris Inc reported adjusted earnings of 40 cents per share, exceeding market estimates of a loss of 4 cents per share [1] - The company's quarterly sales reached $1.852 billion, surpassing expectations of $1.720 billion [1] - For the third quarter, Polaris anticipates sales between $1.600 billion and $1.800 billion, compared to estimates of $1.671 billion [1] Stock Market Reaction - Following the earnings announcement, Polaris shares increased by 7.8%, trading at $53.32 [1] Analyst Ratings and Price Targets - Baird analyst Craig Kennison maintained a Neutral rating and raised the price target from $46 to $55 [4] - RBC Capital analyst Sabahat Khan maintained a Sector Perform rating and increased the price target from $34 to $56 [4] - MO Capital analyst Tristan Thomas-Martin maintained a Market Perform rating and raised the price target from $33 to $52 [4]