Core Insights - Hilltop Holdings (HTH) reported revenue of $303.31 million for Q2 2025, a year-over-year increase of 2.1% and an EPS of $0.57, up from $0.31 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $307.62 million, resulting in a surprise of -1.4%, while the EPS exceeded expectations by 39.02% compared to the consensus estimate of $0.41 [1] Financial Performance Metrics - Average Outstanding Balance of interest-earning assets was $14.72 billion, below the three-analyst average estimate of $14.95 billion [4] - Non-accrual loans were reported at $72.74 million, compared to the estimated $86.47 million [4] - Net Interest Margin stood at 3%, slightly above the three-analyst average estimate of 2.9% [4] - Non-performing assets totaled $81.89 million, lower than the $94.75 million average estimate [4] - Efficiency Ratio was reported at 55.4%, significantly better than the two-analyst average estimate of 86.8% [4] - Net Interest Income (FTE) was $111.48 million, exceeding the average estimate of $106.91 million [4] - Total Noninterest Income was $192.63 million, below the estimated $201.11 million [4] - Investment and securities advisory fees and commissions reached $43.73 million, higher than the average estimate of $37.05 million [4] - Mortgage loan origination fees were $28.74 million, slightly below the average estimate of $30.82 million [4] - Noninterest income from other sources was $35.18 million, compared to the average estimate of $48.96 million [4] - Net gains from the sale of loans and other mortgage production income were $51.95 million, below the average estimate of $54.28 million [4] Stock Performance - Hilltop Holdings shares returned +5% over the past month, compared to the Zacks S&P 500 composite's +5.7% 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 Viewpoint - Analysts expect Sysco (SYY) to report quarterly earnings of $1.40 per share, reflecting a year-over-year increase of 0.7%, with revenues projected at $20.99 billion, up 2.1% from the previous year [1] Earnings Projections - Revisions to earnings projections are crucial for predicting investor behavior and stock performance [2] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' assessments [1] Revenue Estimates - Analysts estimate 'Sales- Other' at $297.60 million, a decrease of 4% year-over-year [4] - 'Sales- SYGMA' is projected at $2.13 billion, showing a year-over-year increase of 4.3% [4] - 'Revenue- International Foodservice Operations' is expected to reach $3.88 billion, up 2.4% from the prior year [4] - 'Revenue- U.S. Foodservice Operations' is forecasted at $14.72 billion, reflecting a year-over-year increase of 2.1% [5] Operating Income and Gross Profit - 'Operating income (GAAP)- Other' is estimated at $18.01 million, down from $23.00 million year-over-year [5] - 'Operating income (GAAP)- SYGMA' is projected at $24.92 million, compared to $26.00 million in the previous year [5] - 'Gross Profit- Other' is expected to be $79.64 million, down from $85.00 million year-over-year [6] - 'Gross Profit- SYGMA' is forecasted at $169.27 million, up from $163.00 million [6] - 'Gross Profit- International Foodservice Operations' is projected at $813.99 million, an increase from $787.00 million [8] - 'Gross Profit- U.S. Foodservice Operations' is expected to reach $2.81 billion, slightly up from $2.79 billion [8] Market Performance - Sysco shares have increased by 7.6% over the past month, outperforming the Zacks S&P 500 composite's 5.7% increase [9] - Sysco holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [9]

Wall Street analysts forecast that Cadence Design Systems (CDNS) will report quarterly earnings of $1.57 per share in its upcoming release, pointing to a year-over-year increase of 22.7%. It is anticipated that revenues will amount to $1.26 billion, exhibiting an increase of 18.7% compared to the year-ago quarter. Analysts expect 'Revenue- Product and maintenance' to come in at $1.15 billion. The estimate points to a change of +19.6% from the year-ago quarter. The collective assessment of analysts points to ...

Core Viewpoint - Group 1 Automotive (GPI) is expected to report quarterly earnings of $10.31 per share, a 5.2% increase year-over-year, with revenues projected at $5.55 billion, reflecting an 18.2% year-over-year growth [1]. Earnings Estimates - The consensus EPS estimate has been revised upward by 0.4% in the last 30 days, indicating a reassessment by analysts [2]. - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock [3]. Revenue Projections - Analysts estimate 'Revenues- New vehicle retail sales' to reach $2.78 billion, a year-over-year increase of 17.8% [5]. - 'Revenues- Finance, insurance and other, net' is expected to be $221.58 million, reflecting a 10.7% year-over-year change [5]. - 'Revenues- Total Used vehicle' is projected to be $1.82 billion, indicating a 16.8% increase year-over-year [5]. - 'Revenues- Used vehicle wholesale sales' are expected to be $123.80 million, showing an 18.7% increase from the previous year [6]. - 'Revenues- United States - New vehicle retail sales' is forecasted at $2.20 billion, a 9.4% year-over-year change [6]. - 'Revenues- United States - Used vehicle retail sales' is projected to reach $1.21 billion, reflecting a 4.7% increase from the prior year [6]. - 'Revenues- United Kingdom - New vehicle retail sales' is estimated at $589.26 million, a significant 66.2% increase year-over-year [7]. - 'Revenues- United Kingdom - F&I, net' is expected to be $24.95 million, indicating a 53.1% year-over-year change [7]. Units Sold Estimates - The consensus estimate for 'Units sold - Retail new vehicles sold' is 55,942, compared to 47,661 in the previous year [8]. - 'Units sold - Retail used vehicles sold' is expected to be 56,854, up from 49,260 year-over-year [8]. - The average sales price per unit sold for 'United States - Used Vehicle Retail' is projected at $30,182.89, compared to $29,834.00 in the same quarter last year [9]. - 'Units sold - United Kingdom - Retail new vehicles sold' is estimated at 14,037, compared to 8,388 in the previous year [9]. Stock Performance - Over the past month, Group 1 Automotive shares have declined by 7.1%, while the Zacks S&P 500 composite has increased by 5.9% [10].

Financial Performance - Community Financial System reported revenue of $200.14 million for the quarter ended June 2025, reflecting an 8.3% increase year-over-year [1] - Earnings per share (EPS) for the quarter was $0.97, up from $0.95 in the same quarter last year [1] - The reported revenue was below the Zacks Consensus Estimate of $203.07 million, resulting in a revenue surprise of -1.44% [1] - The company experienced an EPS surprise of -5.83%, with the consensus EPS estimate being $1.03 [1] Key Metrics - The efficiency ratio (GAAP) was reported at 64.8%, higher than the estimated 61.9% [4] - Net Interest Margin remained stable at 3.3%, matching the average estimate [4] - Average balances of total interest-earning assets were $15.29 billion, slightly below the estimated $15.38 billion [4] - Net charge-offs as a percentage of average loans were 0.2%, consistent with the average estimate [4] - Total Non-Interest Income was reported at $74.51 million, below the average estimate of $77.3 million [4] - Fully tax-equivalent net interest income was $125.63 million, slightly below the average estimate of $125.75 million [4] Stock Performance - Community Financial shares returned +3.8% over the past month, compared to a +5.9% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - AutoNation (AN) is expected to report quarterly earnings of $4.70 per share, reflecting a year-over-year increase of 17.8% [1] - Revenues are anticipated to reach $6.8 billion, which is a 4.9% increase from the same quarter last year [1] - The consensus EPS estimate has been revised upward by 1.6% in the past 30 days, indicating analysts' reassessment of their initial estimates [1][2] Revenue Estimates - Analysts predict 'Revenue- Parts and service' will reach $1.19 billion, marking a 6.4% increase from the prior-year quarter [3] - The 'Revenue- Finance and insurance net' is estimated at $337.81 million, reflecting a 4.3% increase from the year-ago quarter [4] - 'Revenue- Used Vehicle' is expected to be $1.92 billion, indicating a 0.7% increase from the prior-year quarter [4] - 'Revenue- New Vehicle' is projected to reach $3.31 billion, which is a 5.9% increase from the year-ago quarter [4] Sales and Profit Metrics - Total 'Retail vehicle unit sales' are expected to be 130,325, compared to 126,772 in the previous year [5] - 'Revenue per vehicle retailed - New' is forecasted to be $51,872.62, up from $50,965.00 in the same quarter last year [5] - 'Revenue per vehicle retailed - Used' is estimated at $27,368.63, compared to $26,617.00 in the same quarter last year [6] - 'Gross profit per vehicle retailed - Finance and insurance' is expected to reach $2,598.93, up from $2,556.00 in the previous year [6] Used and New Vehicle Sales - 'Retail vehicle unit sales - Used' are projected at 66,701, compared to 65,504 in the same quarter last year [7] - 'Retail vehicle unit sales - New' is estimated at 63,624, up from 61,268 in the previous year [7] - 'Gross profit per vehicle retailed - Used' is expected to be $1,612.39, slightly down from $1,638.00 in the previous year [7] - 'Gross profit per vehicle retailed - New' is projected to be $2,892.10, down from $3,108.00 in the same quarter last year [8] Market Performance - AutoNation shares have changed by +0.3% in the past month, while the Zacks S&P 500 composite has moved +5.9% [8]

Core Viewpoint - Analysts expect Southwest Airlines to report a quarterly earnings per share (EPS) of $0.51, reflecting a year-over-year decline of 12.1%, with revenues projected at $7.3 billion, down 0.8% from the previous year [1] Earnings Projections - The consensus EPS estimate has been revised 20.3% lower in the last 30 days, indicating a significant reevaluation by analysts [1][2] - The importance of earnings estimate revisions is highlighted as they are a critical gauge for predicting investor behavior [2] Revenue Metrics - Analysts project 'Operating Revenues- Passenger' to reach $6.60 billion, indicating a year-over-year decline of 1.6% [4] - 'Operating Revenues- Other' is expected to be $647.94 million, reflecting an increase of 8.5% year-over-year [4] - 'Operating Revenues- Freight' is forecasted at $48.31 million, showing a growth of 7.4% from the prior year [4] Operational Metrics - The estimated 'Load factor' is 81.3%, down from 82.6% in the same quarter last year [5] - 'Revenue passenger miles (RPMs)' are projected at 37.90 billion, compared to 38.22 billion from the previous year [5] - The consensus for 'Available seat miles (ASMs)' stands at 46.86 billion, slightly up from 46.25 billion in the same quarter last year [6] Fuel Consumption - Analysts expect 'Fuel consumed' to be 569 million gallons, down from 577 million gallons reported in the same quarter last year [8] Stock Performance - Shares of Southwest Airlines have increased by 16.3% over the past month, outperforming the Zacks S&P 500 composite, which rose by 5.4% [9]

Core Viewpoint - ServiceNow (NOW) is expected to report quarterly earnings of $3.54 per share, a 13.1% increase year-over-year, with revenues projected at $3.12 billion, reflecting an 18.8% year-over-year growth [1]. Earnings Estimates - The consensus EPS estimate has been revised down by 0.4% in the last 30 days, indicating a reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3]. Revenue Projections - Analysts estimate 'Revenues- Professional services and other' to reach $88.78 million, a 4.5% year-over-year increase [5]. - 'Revenues- Subscription' is projected to be $3.03 billion, indicating a 19.3% year-over-year growth [5]. - 'Current Remaining Performance Obligations (cRPO) - GAAP' is expected to be $10.48 billion, up from $8.78 billion a year ago [5]. - 'Remaining Performance Obligations (RPO) - GAAP' is estimated at $22.11 billion, compared to $18.60 billion from the previous year [6]. Profitability Metrics - 'Gross Profit (Non-GAAP)- Subscription' is anticipated to be $2.53 billion, an increase from $2.16 billion in the same quarter last year [6]. - 'Gross Profit (Non-GAAP)- Professional services and other' is projected at $9.05 million, down from $14.00 million year-over-year [7]. Stock Performance - ServiceNow shares have decreased by 2.3% over the past month, contrasting with a 5.4% increase in the Zacks S&P 500 composite [7].

Core Insights - Arbor Realty Trust (ABR) is expected to report quarterly earnings of $0.29 per share, reflecting a decline of 35.6% year over year [1] - Analysts forecast revenues of $237.24 million, indicating a decrease of 20.2% compared to the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, suggesting a reassessment of projections by covering analysts [1] Revenue Estimates - Interest income is projected to reach $237.24 million, down 20.2% from the prior-year quarter [4] - Other revenue from gains on sales, including fee-based services, is estimated at $13.77 million, reflecting a decline of 21.1% year over year [4] - Servicing revenue is expected to be $26.77 million, indicating a decrease of 10.5% from the previous year [4] Additional Revenue Metrics - Analysts estimate 'Other revenue- Mortgage servicing rights' at $10.47 million, suggesting a year-over-year decline of 28% [5] - Over the past month, Arbor Realty Trust shares have gained 11%, outperforming the Zacks S&P 500 composite, which increased by 5.4% [5] - Arbor Realty Trust holds a Zacks Rank 3 (Hold), indicating expected performance in line with the overall market [5]

Group 1 - Texas Instruments (TXN) is expected to report quarterly earnings of $1.32 per share, reflecting a year-over-year increase of 8.2% [1] - Revenues are projected to be $4.31 billion, which represents a 12.7% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1] Group 2 - Analysts project 'Revenue- Other' to reach $270.04 million, indicating a year-over-year change of -3.2% [4] - 'Revenue- Embedded Processing' is estimated to be $687.90 million, reflecting an 11.9% increase from the previous year [4] - The consensus for 'Revenue- Analog' is $3.39 billion, showing a 15.7% increase compared to the prior-year quarter [4] Group 3 - The average prediction for 'Operating Profit- Analog' is $1.27 billion, up from $1.05 billion reported in the same quarter last year [5] - 'Operating Profit- Other' is expected to be $8.34 million, a significant decrease from $121.00 million in the previous year [5] - The consensus estimate for 'Operating Profit- Embedded Processing' stands at $104.46 million, compared to $80.00 million from the year-ago period [6] Group 4 - Texas Instruments shares have returned +9.2% over the past month, outperforming the Zacks S&P 500 composite's +4.2% change [6] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to mirror overall market performance in the near future [6]