Core Insights - CRH reported revenue of $10.21 billion for the quarter ended June 2025, a year-over-year increase of 5.7% [1] - The EPS for the same period was $1.94, compared to $1.85 a year ago, indicating a positive growth [1] - The reported revenue was a surprise of -1.19% compared to the Zacks Consensus Estimate of $10.33 billion, while the EPS exceeded the consensus estimate of $1.84 by +5.43% [1] Financial Performance Metrics - Revenue from Americas Materials Solutions was $4.51 billion, below the average estimate of $4.7 billion from three analysts [4] - Revenue from International Solutions was $3.54 billion, slightly above the estimated $3.44 billion [4] - Revenue from Americas Building Solutions was $2.16 billion, marginally below the average estimate of $2.17 billion [4] Stock Performance - CRH shares returned +3.5% over the past month, outperforming the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Group 1 - The article discusses Pfizer Inc. stock and its performance in relation to the Trump administration's drug pricing plan [1] - The author previously expressed a preference for AbbVie over Pfizer in the context of dividend checks [1] Group 2 - The service mentioned claims to help members outperform the S&P 500 and avoid significant losses during market volatility [2] - The method offered is presented as a proven strategy for investment success [2]

Financial Performance - Lyft's EPS exceeded expectations at 10 cents versus the analyst estimate of 4 cents [1] - Revenue slightly missed expectations at $159 billion versus the expected $161 billion [1] - Gross bookings were basically in line at $449 billion [1] - Adjusted EBITDA hit $129 million, topping estimates [1] Guidance - Lyft is guiding gross bookings between $465 billion and $48 billion for Q3, ahead of expectations [2] - Adjusted EBITDA is expected to be roughly in line with street expectations [2] Market Reaction - Lyft's shares are plunging post close, around 9% lower [1] - Investors are not liking what they're seeing, with shares down around 75% [2]

Earnings Season & Market Performance - S&P 500 盈利报告显示，每股收益超出预期，增长优于平均水平 [1] - 销售额增长超过 5%，盈利增长约 85% 表明市场存在积极的运营杠杆 [3] - 大型科技公司盈利增长 27%，净利润率提高近 200 个基点，超出预期 12 个百分点 [4] - 预计明年盈利增长将加速近 9% [7] Market Outlook & Strategy - 短期内市场可能出现波动，但总体前景良好 [2] - 建议关注大型科技公司和金融板块，其他板块需谨慎 [4] - 普遍预期认为，除金融、大型科技和房地产外，大多数行业的盈利表现都低于长期平均水平 [4] - 预计到 2025 年 S&P 500 的价格目标为 6050 点，但目前已超过该目标，达到 6341 点，上限为 6600 点 [5] - 政策不确定性、关税风险和地缘政治风险达到顶峰后，预计明年经济增长将放缓但优于今年，消费将改善但弱于长期平均水平，通胀将朝着正确的方向发展但仍高于美联储目标 [6]

Core Insights - Advanced Micro Devices (AMD) reported a revenue of $7.69 billion for the quarter ended June 2025, reflecting a year-over-year increase of 31.7% [1] - The earnings per share (EPS) for the quarter was $0.48, down from $0.69 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $7.41 billion by 3.74%, while the EPS also surpassed the consensus estimate of $0.47 by 2.13% [1] Revenue Breakdown - Data Center revenue was $3.24 billion, slightly below the average estimate of $3.31 billion, representing a year-over-year increase of 14.3% [4] - Embedded revenue reached $824 million, slightly above the average estimate of $818.3 million, but showed a year-over-year decline of 4.3% [4] - Gaming revenue significantly increased to $1.12 billion, surpassing the estimated $750.4 million, marking a year-over-year growth of 73.2% [4] - Client revenue was reported at $2.5 billion, slightly below the average estimate of $2.53 billion, with a year-over-year increase of 67.5% [4] Stock Performance - AMD shares have returned 31.1% over the past month, outperforming the Zacks S&P 500 composite, which saw a 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]

Core Insights - Yum Brands reported revenue of $1.93 billion for the quarter ended June 2025, reflecting a year-over-year increase of 9.6% and a slight revenue surprise of +0.15% over the Zacks Consensus Estimate [1] - The earnings per share (EPS) for the quarter was $1.44, which is an increase from $1.35 in the same quarter last year, but fell short of the consensus EPS estimate of $1.45, resulting in an EPS surprise of -0.69% [1] Financial Performance Metrics - System same-store sales for the Pizza Hut Division decreased by 1% compared to an average estimate of -1.8% [4] - KFC Division's same-store sales increased by 2%, slightly below the average estimate of 2.3% [4] - Taco Bell Division's same-store sales rose by 4%, which is lower than the estimated 5.2% [4] - Total number of restaurants was reported at 61,272, which is below the estimated 61,524 [4] - Company sales revenue was $669 million, compared to the estimated $680.67 million, marking a 17% increase year-over-year [4] - Franchise and property revenues reached $835 million, exceeding the estimate of $826.92 million, with a year-over-year increase of 5.8% [4] - Franchise contributions for advertising and other services totaled $428 million, slightly above the estimate of $426.07 million, representing a 6.5% year-over-year increase [4] - KFC Division's franchise contributions for advertising and other services were $167 million, surpassing the estimate of $159.68 million, with a year-over-year increase of 12.1% [4] - Habit Burger Grill Division reported revenues of $134 million, below the estimate of $142.99 million, reflecting a 5% decrease year-over-year [4] - Pizza Hut Division's franchise contributions for advertising and other services were $85 million, below the estimate of $90.52 million, indicating a 4.5% year-over-year decline [4] - Taco Bell Division's franchise contributions for advertising and other services were $176 million, slightly above the estimate of $174.54 million, with a year-over-year increase of 7.3% [4] - Habit Burger Grill Division's company sales were $130 million, below the estimate of $141.27 million [4] Stock Performance - Yum Brands' shares have returned -2.2% over the past month, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Core Insights - Amneal Pharmaceuticals reported revenue of $724.51 million for the quarter ended June 2025, marking a year-over-year increase of 3.2% [1] - The earnings per share (EPS) for the same period was $0.25, compared to $0.16 a year ago, indicating a significant improvement [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $725.6 million, resulting in a surprise of -0.15% [1] - The company achieved an EPS surprise of +38.89%, with the consensus EPS estimate being $0.18 [1] Revenue Breakdown - Affordable Medicines Segment generated net revenue of $433.43 million, which was below the average estimate of $453.34 million, reflecting a year-over-year change of +1.4% [4] - AvKARE Segment reported net revenue of $163.04 million, falling short of the estimated $182.65 million, representing a year-over-year decline of -4.3% [4] - Specialty Segment achieved net revenue of $128.04 million, exceeding the average estimate of $108.11 million, with a year-over-year increase of +23.1% [4] Stock Performance - Over the past month, Amneal's shares have returned -5.4%, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - Duke Energy reported $7.51 billion in revenue for the quarter ended June 2025, a year-over-year increase of 4.7% and an EPS of $1.25 compared to $1.18 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Revenue Performance - Regulated natural gas operating revenues were $462 million, a 33.1% increase year-over-year, but below the estimated $685.12 million [4] - Regulated electric operating revenues reached $6.97 billion, reflecting a 3.3% year-over-year increase and surpassing the estimated $6.86 billion [4] - Nonregulated electric and other revenues were $78 million, a 1.3% decrease year-over-year, slightly below the estimated $80.56 million [4] - Gas Utilities and Infrastructure revenues were $493 million, a 29.4% increase year-over-year, exceeding the estimated $407.76 million [4] - Electric Utilities and Infrastructure revenues totaled $7.05 billion, a 3.3% year-over-year increase, slightly above the estimated $7.04 billion [4] Stock Performance - Duke Energy shares returned +5.9% over the past month, outperforming the Zacks S&P 500 composite's +1% change [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 - The company reported net sales of $735 million for the third quarter, achieving adjusted EBITDA of $100 million and adjusted EPS of $1.63, with a 2% organic volume growth compared to the previous year [9][13][18] - Average selling prices declined by 12% year over year, primarily driven by PVC and steel conduit products, although there was sequential pricing improvement in steel conduit products [13][14][18] Business Segment Performance - The Electrical segment experienced compressed adjusted EBITDA margins year over year due to pricing declines in PVC and steel conduit products, while the S and I segment saw improved margins driven by volume growth and better productivity [16][18] - Year-to-date volume growth was observed in metal framing, cable management, and construction services, with low single-digit growth attributed to ongoing focus in these areas [15][16] Market Dynamics - The company noted a decline in imported steel conduit and PVC conduit volumes year over year, indicating a shift in market dynamics influenced by tariffs [10][20] - The Dodge Momentum Index indicated a slowdown in planning activity across several non-residential categories, with mixed construction sentiment observed [10][11] Strategic Direction - The company remains committed to maintaining a strong balance sheet and financial profile, focusing on operational excellence through the Atkore business system [24][25] - The management emphasized the importance of onshoring manufacturing and the potential to recapture market share from imports, particularly in steel conduit products [20][21] Management Commentary - Management expressed confidence in the company's strategy and the capabilities of its teams, despite the challenges posed by tariffs and pricing dynamics [7][11] - The outlook for FY 2026 anticipates headwinds from lower selling prices and broader tariff effects, with management actively evaluating measures to mitigate these impacts [11][23] Other Important Information - The company is maintaining its full-year adjusted EBITDA midpoint of $400 million and raising the midpoint of adjusted EPS to $6.5, reflecting improved visibility and stronger earnings leverage [11][18] - The company generated $192 million in cash flow from operations year to date and remains committed to returning cash to shareholders [17][18] Q&A Session Summary Question: Volume growth visibility for FY 2026 - Management acknowledged challenges in forecasting volumes but expressed optimism for growth in data centers and solar markets, indicating reasonable growth expectations for the upcoming year [33][34][36] Question: Demand trends in the water end market - Management noted mixed demand trends in the water end market but highlighted growth in municipal projects, indicating a focus on this vertical moving forward [38][39] Question: Impact of tariffs on steel conduit imports - Management confirmed that tariffs have significantly reduced the flow of steel conduit imports from Mexico, with both steel and PVC imports down significantly in the last fiscal quarter [50][52] Question: Earnings visibility and backlog - Management indicated that the backlog is approximately two weeks, with average inventory levels among distributors, suggesting a cautious approach to inventory management [55][57] Question: Pricing dynamics in the quarter - Management reported that pricing for PVC and steel was slightly better than expected, with two consecutive quarters of improved steel pricing [61][62] Question: Headwinds for FY 2026 - Management outlined that the anticipated $50 million headwinds for FY 2026 are primarily due to pricing declines experienced in FY 2025, with additional pressures from aluminum costs [70][72] Question: Capital allocation strategy - Management reiterated a commitment to a balanced capital allocation model, emphasizing share buybacks, dividends, and strategic investments [80][82]

Core Insights - Olo Inc. reported revenue of $85.72 million for the quarter ended June 2025, marking a year-over-year increase of 21.6% [1] - The earnings per share (EPS) for the same period was $0.07, compared to $0.05 a year ago, indicating growth [1] - The reported revenue exceeded the Zacks Consensus Estimate of $82.27 million by 4.2%, while the EPS fell short of the consensus estimate of $0.08 by 12.5% [1] Financial Performance Metrics - Professional services and other revenue reached $1.58 million, surpassing the average estimate of $1.06 million by three analysts, reflecting a year-over-year increase of 74.6% [4] - Platform revenue was reported at $84.15 million, exceeding the average estimate of $81.21 million by three analysts, and showing a year-over-year growth of 20.9% [4] - Non-GAAP gross profit for the Platform was $48.52 million, slightly below the average estimate of $48.89 million from three analysts [4] - Non-GAAP gross profit for Services was $0.27 million, exceeding the average estimate of $0.11 million from two analysts [4] Stock Performance - Olo's shares have returned 2.7% over the past month, outperforming the Zacks S&P 500 composite, which changed by 0.6% [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]