Financial Performance - Freeport-McMoRan reported $7.58 billion in revenue for the quarter ended June 2025, a year-over-year increase of 14.5% [1] - The EPS for the same period was $0.54, compared to $0.46 a year ago, indicating a positive growth trend [1] - The reported revenue exceeded the Zacks Consensus Estimate of $7.12 billion, resulting in a surprise of +6.47% [1] - The company delivered an EPS surprise of +17.39%, with the consensus EPS estimate being $0.46 [1] Key Metrics - Gold sales on a consolidated basis were 522.00 Koz, surpassing the average estimate of 498.98 Koz [4] - Molybdenum production in South America (Cerro Verde) was 4.00 Mlbs, below the average estimate of 6.67 Mlbs [4] - Molybdenum production as a by-product in North America was 9.00 Mlbs, exceeding the average estimate of 7.67 Mlbs [4] - Total net cash cost per pound of copper was $1.13, lower than the average estimate of $1.30 [4] Revenue Breakdown - Revenues from Indonesia reached $3.42 billion, exceeding the average estimate of $3.16 billion, with a year-over-year change of +50.7% [4] - Revenues from molybdenum were $180 million, compared to the average estimate of $254.9 million, reflecting a +30.4% year-over-year change [4] - Revenues from South America copper mines were $1.26 billion, in line with the average estimate, but represented a -16.6% year-over-year change [4] - Revenues from North America copper mines were $1.03 billion, significantly lower than the estimated $1.59 billion, marking a -33% change compared to the previous year [4] - Revenues from Rod & Refining were $1.7 billion, slightly above the average estimate of $1.63 billion, with a -0.2% year-over-year change [4] - Revenues from Atlantic Copper Smelting & Refining were $818 million, exceeding the average estimate of $786.41 million, with a -9.1% year-over-year change [4] - Corporate, other & eliminations reported revenues of $-1.51 billion, better than the estimated $-1.73 billion, with a +4.6% year-over-year change [4] Stock Performance - Freeport-McMoRan shares returned +9% over the past month, outperforming the Zacks S&P 500 composite's +5.9% 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 - Teledyne Technologies reported revenue of $1.51 billion for the quarter ended June 2025, reflecting a year-over-year increase of 10.2% and surpassing the Zacks Consensus Estimate of $1.47 billion by 2.84% [1] - The company's EPS for the quarter was $5.20, up from $4.58 in the same quarter last year, exceeding the consensus EPS estimate of $5.02 by 3.59% [1] Financial Performance - Net Sales in Instrumentation reached $367.6 million, exceeding the average estimate of $358.77 million by analysts, with a year-over-year increase of 10.2% [4] - Aerospace and Defense Electronics generated $264.8 million in Net Sales, surpassing the average estimate of $242.22 million and showing a significant year-over-year growth of 36.2% [4] - Engineered Systems reported Net Sales of $110.3 million, slightly above the average estimate of $110.19 million, with a year-over-year increase of 3.3% [4] - Digital Imaging achieved Net Sales of $771 million, exceeding the average estimate of $754.99 million, representing a year-over-year growth of 4.3% [4] Operating Income - Operating Income for Instrumentation was $101.6 million, surpassing the average estimate of $94.4 million [4] - Digital Imaging's Operating Income was reported at $119.6 million, slightly below the average estimate of $121.34 million [4] - Aerospace and Defense Electronics had an Operating Income of $66.6 million, exceeding the average estimate of $59.85 million [4] - Engineered Systems reported Operating Income of $12.1 million, above the average estimate of $10.24 million [4] - Corporate expenses were reported at -$21.7 million, worse than the average estimate of -$19.75 million [4] Stock Performance - Teledyne's shares have returned +12.4% over the past month, outperforming the Zacks S&P 500 composite's +5.9% 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 - Infosys reported revenue of $4.94 billion for the quarter ended June 2025, marking a year-over-year increase of 4.8% [1] - The earnings per share (EPS) for the same period was $0.19, compared to $0.18 a year ago, aligning with the consensus EPS estimate [1] - The reported revenue exceeded the Zacks Consensus Estimate of $4.84 billion, resulting in a surprise of +2.18% [1] Company Performance Metrics - Infosys has returned -0.2% over the past month, while the Zacks S&P 500 composite increased by +5.9% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3] Employee Metrics - The number of software professionals at Infosys was 306,706, significantly higher than the two-analyst average estimate of 256,265 [4] - Consolidated utilization including trainees was 82.7%, slightly below the average estimate of 82.8% [4] - Consolidated utilization excluding trainees was 85.2%, surpassing the average estimate of 84.9% [4] - The number of employees in sales and support was 17,082, exceeding the two-analyst average estimate of 14,344 [4]

Core Insights - Equity Lifestyle Properties (ELS) reported a revenue of $376.87 million for the quarter ended June 2025, reflecting a year-over-year decline of 0.8% and a surprise of -2.89% compared to the Zacks Consensus Estimate of $388.1 million [1] - The earnings per share (EPS) for the same period was $0.69, which is an increase from $0.42 a year ago, aligning with the consensus EPS estimate [1] Revenue Breakdown - Interest income was reported at $2.2 million, below the estimated $2.33 million, representing a year-over-year decline of 9% [4] - Annual membership subscriptions generated $16.9 million, exceeding the average estimate of $16.47 million [4] - Income from other investments, net, was $2.08 million, lower than the estimated $2.47 million, showing a year-over-year decrease of 20.8% [4] - Rental income amounted to $313.29 million, slightly above the estimated $311.95 million, with a year-over-year increase of 4.2% [4] - Other income was reported at $16.47 million, close to the average estimate of $16.59 million, reflecting a year-over-year increase of 1.7% [4] - Membership upgrade sales for the current period grossed $3.12 million, below the average estimate of $4.11 million [4] Stock Performance - Shares of Equity Lifestyle Properties have returned -1.3% over the past month, contrasting with the Zacks S&P 500 composite's +5.4% 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 - Crown Holdings reported revenue of $3.15 billion for the quarter ended June 2025, reflecting a year-over-year increase of 3.6% and a surprise of +0.39% over the Zacks Consensus Estimate of $3.14 billion [1] - The company's EPS for the quarter was $2.15, up from $1.81 in the same quarter last year, resulting in an EPS surprise of +15.59% compared to the consensus estimate of $1.86 [1] Revenue Performance - External Sales in the Americas Beverage segment reached $1.41 billion, exceeding the average estimate of $1.38 billion, with a year-over-year change of +6% [4] - European Beverage segment sales were reported at $635 million, surpassing the average estimate of $621.2 million, marking a year-over-year increase of +13.4% [4] - Transit Packaging segment sales were $526 million, slightly below the average estimate of $529.17 million, reflecting a year-over-year decline of -4.4% [4] - Other segments reported sales of $327 million, in line with the average estimate of $327.53 million, showing a year-over-year increase of +3.8% [4] - Asia Pacific sales were $256 million, falling short of the average estimate of $298.86 million, representing a year-over-year decrease of -11.7% [4] Segment Income Analysis - Segment Income for the Americas Beverage was $268 million, exceeding the average estimate of $241.66 million [4] - European Beverage segment income was reported at $97 million, slightly below the average estimate of $98.9 million [4] - Corporate and other segments reported a loss of $46 million, worse than the average estimate of $-41 million [4] - Transit Packaging segment income was $72 million, above the average estimate of $65.57 million [4] - Other segments reported income of $35 million, significantly higher than the average estimate of $20.42 million [4] - Asia Pacific segment income was $50 million, below the average estimate of $55.65 million [4] Stock Performance - Crown Holdings' shares returned +2.5% over the past month, compared to the Zacks S&P 500 composite's +5.4% 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 - Accenture reported $17.73 billion in revenue for the quarter ended May 2025, a year-over-year increase of 7.7% and an EPS of $3.49 compared to $3.13 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] - The company experienced a surprise of +2.56% in revenue and +5.76% in EPS compared to analyst expectations [1] Financial Performance Metrics - Total New Bookings were $19.70 billion, below the two-analyst average estimate of $21.43 billion [4] - Managed Services New Bookings were $10.62 billion, compared to the average estimate of $11.94 billion [4] - Consulting New Bookings were $9.08 billion, slightly below the average estimate of $9.49 billion [4] Geographic Revenue Breakdown - Revenue from the Americas was $8.97 billion, exceeding the three-analyst average estimate of $8.75 billion, with a year-over-year change of +14.5% [4] - Asia Pacific revenue was $2.53 billion, surpassing the estimated $2.22 billion but reflecting a year-over-year decline of -11.4% [4] - EMEA revenue reached $6.23 billion, slightly above the average estimate of $6.12 billion, with a year-over-year increase of +7.9% [4] Revenue by Type of Work - Consulting revenue was $9.01 billion, exceeding the average estimate of $8.63 billion, representing a +6.5% year-over-year change [4] - Managed Services revenue was $8.72 billion, above the average estimate of $8.58 billion, with an +8.9% year-over-year increase [4] Revenue by Industry Groups - Revenue from the Product industry group was $5.34 billion, surpassing the three-analyst average estimate of $5.19 billion, with a year-over-year change of +7.2% [4] - Health & Public Service revenue was $3.78 billion, slightly above the average estimate of $3.76 billion, reflecting a +7.5% year-over-year change [4] - Financial Services revenue was $3.28 billion, exceeding the estimated $2.94 billion, with a year-over-year increase of +13.3% [4] - Communications, Media & Technology revenue was $2.91 billion, above the average estimate of $2.82 billion, representing a +5.4% year-over-year change [4]

Financial Performance - Bath & Body Works reported revenue of $1.42 billion for the quarter ended April 2025, reflecting a year-over-year increase of 2.9% [1] - The EPS for the same period was $0.49, compared to $0.38 a year ago, indicating a positive growth [1] - The reported revenue matched the Zacks Consensus Estimate of $1.42 billion, resulting in a surprise of -0.02%, while the EPS exceeded the consensus estimate of $0.47 by 4.26% [1] Key Metrics - The stock of Bath & Body Works has returned -0.1% over the past month, contrasting with the Zacks S&P 500 composite's increase of +6.7% [3] - The company currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Store Operations - Total company-operated stores were reported at 1,900, slightly below the average estimate of 1,903 by five analysts [4] - In the United States, there were 1,787 stores, compared to the average estimate of 1,790 [4] - Geographic net sales in the U.S. and Canada reached $1.11 billion, surpassing the four-analyst average estimate of $1.09 billion, with a year-over-year change of +4.2% [4] International Performance - Geographic net sales from international operations were reported at $64 million, slightly below the average estimate of $65.31 million, but showing a year-over-year increase of +10.3% [4] - Direct sales in the U.S. and Canada amounted to $250 million, which was below the average estimate of $265.49 million, reflecting a year-over-year decline of -4.2% [4]

Core Insights - Lightspeed Commerce Inc. reported revenue of $253.42 million for the quarter ended March 2025, reflecting a year-over-year increase of 10.1% [1] - The earnings per share (EPS) for the quarter was $0.10, up from $0.06 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $251.36 million by 0.82%, while the EPS met the consensus estimate [1] Revenue Breakdown - Subscription revenue was $87.86 million, slightly below the five-analyst average estimate of $88.08 million [4] - Hardware and other revenue amounted to $7.75 million, also below the five-analyst average estimate of $9.24 million [4] - Transaction-based revenue reached $157.81 million, surpassing the five-analyst average estimate of $154.10 million [4] Stock Performance - Shares of Lightspeed POS have returned +9.5% over the past month, compared to a +13.4% change in the Zacks S&P 500 composite [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 - Amer Sports, Inc. reported a revenue of $1.47 billion for the quarter ended March 2025, reflecting a year-over-year increase of 24.5% and surpassing the Zacks Consensus Estimate by 6.88% [1] - The company's EPS for the quarter was $0.27, significantly higher than the $0.08 reported in the same quarter last year, resulting in an EPS surprise of 80.00% compared to the consensus estimate of $0.15 [1] Financial Performance - The stock of Amer Sports has shown a return of +44.9% over the past month, outperforming the Zacks S&P 500 composite, which increased by +13.1% [3] - The company currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3] Geographic Revenue Breakdown - EMEA revenue reached $404.90 million, exceeding the estimated $376.04 million, marking a year-over-year increase of +12.8% [4] - Asia Pacific revenue was reported at $156.90 million, surpassing the estimate of $152.72 million, with a significant year-over-year growth of +50.9% [4] - Greater China revenue was $446 million, exceeding the average estimate of $399.35 million, representing a +43.9% increase year-over-year [4] - Americas revenue totaled $464.70 million, above the estimated $440.88 million, reflecting a +13.3% change compared to the previous year [4] Segment Revenue Analysis - Technical Apparel segment revenue was $663.80 million, exceeding the average estimate of $637.72 million, with a year-over-year increase of +30.2% [4] - Outdoor Performance segment revenue reached $502.40 million, surpassing the estimate of $453.74 million, representing a +25.6% change year-over-year [4] - Direct-to-Consumer (DTC) channel revenue was reported at $692.60 million, exceeding the estimate of $626.77 million, with a +41.6% increase compared to the year-ago quarter [4] - Wholesale channel revenue was $779.90 million, above the estimated $751.97 million, reflecting a +12.4% year-over-year change [4] - Ball & Racquet Sports segment revenue was $306.30 million, exceeding the estimate of $287.29 million, with a +12.2% increase year-over-year [4] Adjusted Operating Profit - Adjusted Operating Profit for the Technical Apparel segment was $157.80 million, surpassing the average estimate of $146.17 million [4] - Adjusted Operating Profit for the Ball & Racquet Sports segment was reported at $20.20 million, exceeding the estimate of $14.33 million [4] - Adjusted Operating Profit for the Outdoor Performance segment reached $73.80 million, significantly higher than the average estimate of $27.12 million [4]

Core Insights - Viking Holdings (VIK) reported revenue of $897.06 million for Q1 2025, marking a year-over-year increase of 24.9% and exceeding the Zacks Consensus Estimate by 4.49% [1] - The company reported an EPS of -$0.24, which is a decline from -$0.03 a year ago, but it surpassed the consensus EPS estimate of -$0.26 by 7.69% [1] Financial Performance Metrics - Viking's occupancy rate was 94.5%, slightly above the three-analyst average estimate of 94.3% [4] - The net yield was reported at $544, compared to the average estimate of $538.03 from three analysts [4] - Capacity PCDs reached 1,192,367 Days, exceeding the average estimate of 1,176,407 Days [4] - PCDs totaled 1,126,858 Days, also above the average estimate of 1,112,065 Days [4] - Onboard and other revenue was $62.09 million, slightly below the average estimate of $62.62 million from five analysts [4] - Cruise and land revenue was reported at $834.97 million, significantly higher than the average estimate of $796.13 million from five analysts [4] Stock Performance - Viking's shares have returned +25.5% over the past month, outperforming the Zacks S&P 500 composite's +13.1% 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]