Core Insights - American Financial Group (AFG) reported $1.86 billion in revenue for Q2 2025, a year-over-year increase of 3.2%, but fell short of the Zacks Consensus Estimate of $2.05 billion by 9.22% [1] - The company's EPS for the quarter was $2.14, down from $2.56 a year ago, but exceeded the consensus estimate of $2.08 by 2.88% [1] Financial Performance Metrics - The Property and Transportation segment reported a Loss and LAE Ratio of 67.2%, slightly above the average estimate of 66.7% [4] - The Combined Ratio for Property and Transportation was 95.2%, better than the estimated 96.4% [4] - The Underwriting Expense Ratio for Property and Transportation was 28%, below the average estimate of 29.7% [4] - Specialty Financial's Underwriting Expense Ratio was 48%, in line with the average estimate of 48.2% [4] - Specialty Financial's Combined Ratio was 86.1%, outperforming the average estimate of 89.8% [4] - Specialty Casualty's Combined Ratio was 93.9%, worse than the average estimate of 91.8% [4] - The Property and Casualty segment had a Loss and LAE Ratio of 61.1%, better than the average estimate of 61.7% [4] Revenue Breakdown - Net investment income was reported at $184 million, slightly below the average estimate of $187.55 million, representing a year-over-year decline of 2.1% [4] - Net earned premiums totaled $1.65 billion, below the estimated $1.79 billion, but showed a year-over-year increase of 3.9% [4] - Specialty Casualty's net earned premium was $799 million, exceeding the average estimate of $788.83 million, with an 8.1% year-over-year increase [4] - Property and Transportation's net earned premium was $576 million, below the average estimate of $688.54 million, reflecting a year-over-year increase of 6.1% [4] - Specialty Financial's net earned premium was $272 million, slightly below the average estimate of $277.55 million, with a year-over-year increase of 12.9% [4] Stock Performance - Shares of American Financial 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 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - International Flavors (IFF) reported a revenue of $2.76 billion for the quarter ended June 2025, reflecting a year-over-year decline of 4.3% and an EPS of $1.15, slightly down from $1.16 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $2.73 billion by 1.19%, while the EPS surpassed the consensus estimate of $1.11 by 3.6% [1] Financial Performance Metrics - Net Sales in Health & Biosciences reached $577 million, exceeding the average estimate of $571.71 million, with a year-over-year increase of 3.4% [4] - Net Sales in Food Ingredients were reported at $850 million, above the average estimate of $834.65 million [4] - Net Sales in Scent totaled $603 million, slightly below the estimated $608.69 million, showing no change compared to the previous year [4] - Net Sales in Taste were $631 million, marginally below the average estimate of $633.74 million [4] - Net Sales in Pharma Solutions were $103 million, significantly below the estimated $120.11 million, marking a year-over-year decline of 58.8% [4] Adjusted Operating EBITDA - Adjusted Operating EBITDA for Health & Biosciences was $151 million, closely matching the average estimate of $151.69 million [4] - Adjusted Operating EBITDA for Scent was $130 million, slightly below the average estimate of $135.15 million [4] - Adjusted Operating EBITDA for Food Ingredients was $124 million, exceeding the average estimate of $111.08 million [4] - Adjusted Operating EBITDA for Taste was $125 million, below the average estimate of $129.96 million [4] - Adjusted Operating EBITDA for Pharma Solutions was $22 million, compared to the average estimate of $24.58 million [4] Stock Performance - Shares of International Flavors have returned -6.5% 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]

Financial Performance - Vitesse Energy reported revenue of $81.76 million for the quarter ended June 2025, reflecting a year-over-year increase of 22.8% [1] - The earnings per share (EPS) for the quarter was $0.60, compared to $0.35 in the same quarter last year, indicating significant growth [1] - The reported revenue exceeded the Zacks Consensus Estimate of $72.02 million by 13.52%, while the EPS surprised by 757.14% against the consensus estimate of $0.07 [1] Key Metrics - Total production per day was 18,950.00 BOE/D, surpassing the average estimate of 17,702.50 BOE/D from two analysts [4] - Average realized price for natural gas was $4.17 per thousand cubic feet, significantly higher than the estimated $2.4 per thousand cubic feet [4] - Average realized price for oil was $64.21, compared to the estimated $55.8 [4] - Revenue from natural gas reached $15.14 million, exceeding the average estimate of $7.81 million, representing a year-over-year increase of 512.9% [4] - Revenue from oil was $66.61 million, slightly above the average estimate of $64.21 million, marking a year-over-year change of 3.9% [4] Stock Performance - Shares of Vitesse have remained unchanged over the past month, while the Zacks S&P 500 composite increased 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]

Core Insights - WisdomTree, Inc. reported revenue of $112.62 million for the quarter ended June 2025, reflecting a year-over-year increase of 5.2% and an EPS of $0.18 compared to $0.16 a year ago, although it fell short of the Zacks Consensus Estimate of $114.36 million by 1.52% [1] - The company has not delivered an EPS surprise, as the consensus EPS estimate was also $0.18 [1] Financial Performance Metrics - WisdomTree's shares have returned +9.1% over the past month, outperforming the Zacks S&P 500 composite's +2.7% change, and the stock currently holds a Zacks Rank 2 (Buy) [3] - The end-of-period Assets Under Management (AUM) stood at $126.10 billion, exceeding the three-analyst average estimate of $125.91 billion [4] - Specific asset categories reported include: - International Developed Market Equity: $21.73 billion, matching estimates [4] - Emerging Market Equity: $10.96 billion, matching estimates [4] - Fixed Income: $22.54 billion, matching estimates [4] - Leveraged & Inverse: $2.63 billion, matching estimates [4] - Commodity & Currency: $26.7 billion, matching estimates [4] - Inflows for Emerging Markets Equity were $28 million, slightly above the average estimate of $27.95 million [4] - Inflows for International Developed Market Equity were $1.65 billion, matching estimates [4] - Inflows for U.S. Equity were $1.29 billion, matching estimates [4] - Cryptocurrency end-of-period assets were $2.09 billion, matching estimates [4] - Operating revenues from advisory fees were $103.24 million, below the estimated $105.9 million but representing a +4.4% change year-over-year [4] - Operating revenues from other income were $9.38 million, below the estimated $10.64 million but reflecting a +15.9% change year-over-year [4]

Core Insights - Teva Pharmaceutical Industries Ltd. reported revenue of $4.18 billion for the quarter ended June 2025, reflecting a year-over-year increase of 0.3% but a revenue surprise of -2.47% compared to the Zacks Consensus Estimate of $4.28 billion [1] - The earnings per share (EPS) for the quarter was $0.66, surpassing the consensus estimate of $0.63, resulting in an EPS surprise of +4.76% [1] Financial Performance Metrics - Teva's stock has returned -0.6% over the past month, while the Zacks S&P 500 composite has increased by +3.4% [3] - The company holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3] Geographic Revenue Breakdown - Revenue from Europe was $1.3 billion, exceeding the average estimate of $1.25 billion, with a year-over-year change of +7% [4] - Revenue from International Markets was $495 million, below the average estimate of $602.4 million, representing a year-over-year decline of -16.5% [4] - Revenue from the United States was $2.15 billion, slightly below the estimated $2.19 billion, with a year-over-year increase of +1.9% [4] - Revenue from Anda in the United States was $365 million, surpassing the average estimate of $358.28 million, but showing a year-over-year decline of -2.1% [4] - Revenue from COPAXONE in Europe was $50 million, exceeding the average estimate of $40.5 million, with a year-over-year decline of -5.7% [4] - Revenue from respiratory products in Europe was $55 million, in line with the estimate of $55.07 million, reflecting a year-over-year decrease of -3.5% [4] - Revenue from generic products in International Markets was $410 million, below the average estimate of $478.57 million, with a year-over-year decline of -15.6% [4] - Revenue from COPAXONE in International Markets was $7 million, significantly below the estimate of $10.83 million, representing a year-over-year decline of -50% [4] - Revenue from AJOVY in the United States was $63 million, exceeding the average estimate of $50.8 million, with a year-over-year increase of +50% [4] - Total revenue from COPAXONE was $119 million, above the average estimate of $101.85 million, but showing a year-over-year decline of -19.6% [4] - Total revenue from other sources was $232 million, below the average estimate of $259.03 million, with a year-over-year increase of +118.9% [4] - API sales to third parties amounted to $135 million, below the average estimate of $156.49 million, with a year-over-year decline of -10.6% [4]

Core Insights - Garmin reported revenue of $1.81 billion for the quarter ended June 2025, marking a 20.4% increase year-over-year and exceeding the Zacks Consensus Estimate of $1.74 billion by 4.41% [1] - The company's EPS for the quarter was $2.17, up from $1.58 in the same quarter last year, representing a surprise of 10.71% against the consensus estimate of $1.96 [1] Financial Performance Metrics - Fitness segment net sales reached $605.43 million, surpassing the average estimate of $513.54 million, reflecting a year-over-year increase of 41.3% [4] - Outdoor segment net sales were $490.36 million, slightly below the average estimate of $519.45 million, with a year-over-year change of 11.5% [4] - Auto OEM segment net sales totaled $170.15 million, exceeding the average estimate of $166.39 million, showing a 15.6% increase year-over-year [4] - Marine segment net sales were $299.26 million, slightly above the average estimate of $296.34 million, representing a 9.6% year-over-year change [4] - Aviation segment net sales reached $249.37 million, surpassing the average estimate of $242.18 million, with a year-over-year increase of 14.3% [4] Operating Income and Gross Profit - Fitness segment operating income was $197.63 million, significantly higher than the average estimate of $140.32 million [4] - Outdoor segment operating income was $157.88 million, below the average estimate of $185.99 million [4] - Aviation segment operating income reached $63.38 million, exceeding the average estimate of $55.4 million [4] - Marine segment operating income was $62.92 million, above the average estimate of $58.3 million [4] - Gross profit for the Fitness segment was $364.67 million, significantly higher than the average estimate of $298.72 million [4] - Outdoor segment gross profit was $324.43 million, slightly below the average estimate of $332.14 million [4] Stock Performance - Garmin shares have returned +13.3% over the past month, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Navient (NAVI) reported $131 million in revenue for the quarter ended June 2025, reflecting a year-over-year decline of 3.7% and an EPS of $0.21 compared to $0.48 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $141.8 million, resulting in a surprise of -7.62%, while the EPS also missed the consensus estimate of $0.27 by -22.22% [1] Financial Performance Metrics - Net interest margin for the Consumer Lending segment was 2.3%, below the estimated 2.8% [4] - Net interest margin for the Federal Education Loan segment was 0.7%, slightly above the average estimate of 0.6% [4] - Total Non-Interest Income (Core) was $33 million, exceeding the estimated $25.12 million [4] - Other income reached $19 million, surpassing the average estimate of $13.44 million [4] - Servicing revenue was reported at $14 million, compared to the average estimate of $9.97 million [4] - Net Interest Income (Core) was $131 million, below the average estimate of $144.35 million [4] - Total core other income for Consumer Lending was $3 million, slightly below the estimated $3.06 million [4] - Net interest income (loss) for Federal Education Loans (Core) was $49 million, slightly above the average estimate of $48.59 million [4] - Total core other income for Federal Education Loans was $10 million, significantly above the average estimate of $4.38 million [4] - Net interest income (loss) for Other (Core) was reported at -$18 million, worse than the average estimate of -$14.87 million [4] - Net interest income (loss) for Consumer Lending (Core) was $113 million, slightly above the average estimate of $111.47 million [4] - Total core other income for Other was $20 million, exceeding the estimated $13.88 million [4] Stock Performance - Shares of Navient have returned -5.5% 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 potential performance in line with the broader market in the near term [3]

Core Insights - Logitech reported $1.15 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 5.5% and an EPS of $1.26 compared to $1.13 a year ago, exceeding Zacks Consensus Estimate of $1.11 billion by 3.16% [1] - The company delivered an EPS surprise of 15.6%, with the consensus EPS estimate being $1.09 [1] Financial Performance Metrics - Logitech's net sales for Pointing Devices reached $195.78 million, exceeding the average estimate of $193.93 million, with a year-over-year change of 3.1% [4] - Net Sales for Keyboards & Combos were $222.49 million, surpassing the average estimate of $220.75 million, reflecting a year-over-year increase of 3.3% [4] - Webcams generated net sales of $84.37 million, significantly above the average estimate of $73.99 million, with a year-over-year change of 15.7% [4] - Headsets reported net sales of $45.52 million, slightly above the average estimate of $45.07 million, with a year-over-year change of 2.9% [4] - Video Collaboration net sales were $166.72 million, exceeding the average estimate of $148.75 million, representing a year-over-year increase of 13.4% [4] - Gaming net sales reached $315.88 million, slightly below the average estimate of $321.13 million, with a year-over-year change of 2.1% [4] - Other net sales were $25.72 million, below the average estimate of $29.12 million, reflecting a year-over-year decline of 16.4% [4] - Tablet Accessories net sales were $91.23 million, exceeding the average estimate of $79.76 million, with a year-over-year increase of 16.2% [4] Stock Performance - Logitech shares have returned 4.9% over the past month, outperforming the Zacks S&P 500 composite's 3.6% 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 - HomeStreet (HMST) reported revenue of $48.97 million for the quarter ended June 2025, reflecting a year-over-year increase of 14.1% and a surprise of +0.87% over the Zacks Consensus Estimate of $48.55 million [1] - The company's EPS was -$0.16, an improvement from -$0.23 in the same quarter last year, but fell short of the consensus estimate of $0.05, resulting in an EPS surprise of -420% [1] Financial Performance Metrics - Net Interest Margin stood at 1.9%, matching the average estimate from two analysts [4] - Efficiency Ratio was reported at 93.2%, better than the average estimate of 96.5% from two analysts [4] - Net Interest Income was $33.87 million, below the average estimate of $35.59 million from two analysts [4] - Net gain on loan origination and sale activities was $3.24 million, compared to the average estimate of $3.54 million from two analysts [4] - Total noninterest income reached $15.1 million, exceeding the average estimate of $12.75 million from two analysts [4] Stock Performance - HomeStreet's shares have returned +5% over the past month, slightly outperforming the Zacks S&P 500 composite's +4.9% 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 - Newmont Corporation reported a revenue of $5.32 billion for the quarter ended June 2025, marking a 20.8% increase year-over-year and a surprise of +16.03% over the Zacks Consensus Estimate of $4.58 billion [1] - The earnings per share (EPS) for the quarter was $1.43, significantly higher than the $0.72 reported in the same quarter last year, resulting in an EPS surprise of +37.5% compared to the consensus estimate of $1.04 [1] Financial Performance Metrics - Newmont's stock has returned +5.8% over the past month, slightly outperforming the Zacks S&P 500 composite's +5.7% change, and currently holds a Zacks Rank 2 (Buy) [3] - Attributable Gold Production from Yanacocha was 131.00 Koz, exceeding the two-analyst average estimate of 112.26 Koz [4] - Consolidated silver production was reported at 8,000.00 Koz, surpassing the average estimate of 7,064.04 Koz [4] Geographic Revenue Breakdown - Revenue from Nevada Gold Mines was $783 million, exceeding the estimated $747.19 million, representing a +39.1% change year-over-year [4] - Peñasquito generated $815 million in revenue, significantly higher than the estimated $699.12 million, reflecting a +125.8% year-over-year increase [4] - Merian's revenue was reported at $223 million, compared to the average estimate of $153.38 million, indicating a +114.4% change year-over-year [4] - Cerro Negro's revenue reached $112 million, surpassing the estimated $92.4 million, with a +12% change year-over-year [4] - Yanacocha's revenue was $446 million, exceeding the average estimate of $244.48 million, representing a remarkable +237.9% change year-over-year [4] - Lihir's revenue was $517 million, compared to the average estimate of $478.17 million [4] - Tanami's revenue was $297 million, exceeding the estimated $262.73 million, with a +21.7% change year-over-year [4] - Ahafo generated $657 million in revenue, surpassing the average estimate of $528.69 million, reflecting a +149.8% year-over-year change [4]