earnings

Search documents
Gildan (GIL) Upgraded to Buy: What Does It Mean for the Stock?
ZACKS· 2025-07-25 17:00
Gildan Activewear (GIL) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Since a ch ...
Moody's (MCO) Upgraded to Buy: What Does It Mean for the Stock?
ZACKS· 2025-07-25 17:00
Investors might want to bet on Moody's (MCO) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earnings ...
S&P 500 Earnings: One Unusual Aspect To Q3 '25 Earnings Estimates
Seeking Alpha· 2025-07-25 16:58
Natee127 Both the “upside surprise” factor for Q2 ’25 S&P 500 earnings and revenue estimates are very strong. As of this morning’s data from LSEG, the S&P 500 EPS “upside surprise” is +6.8%, led by the energy and financial sectors. The S&P 500 revenue upside ...
Valley National Q2 Earnings Beat on Y/Y Revenue Rise, Stock Slips 1.8%
ZACKS· 2025-07-25 16:56
Core Viewpoint - Valley National Bancorp reported strong second-quarter 2025 adjusted earnings per share of 23 cents, exceeding estimates and reflecting a significant year-over-year increase of 76.9% [1][9]. Financial Performance - The company's total revenues reached $496.3 million, marking a 9.3% increase year-over-year and surpassing the Zacks Consensus Estimate of $493.2 million [3][9]. - Net interest income (NII) was $433.7 million, up 7.6% year-over-year, with a net interest margin of 3.01%, expanding by 17 basis points [3]. - Non-interest income rose 22.2% year-over-year to $62.6 million, driven by increases in most fee income components [4]. - Non-interest expenses increased by 2.4% year-over-year to $284.1 million, with adjusted non-interest expenses rising 1.2% to $273.3 million [4]. Asset Quality and Credit Metrics - Total loans as of June 30, 2025, were $49.4 billion, up 1.5% sequentially, while total deposits increased to $50.7 billion, also up 1.5% [5]. - Total non-performing assets were $360.8 million, reflecting a 15.3% year-over-year increase, with the allowance for credit losses as a percentage of total loans at 1.20%, up 14 basis points [6]. Profitability and Capital Ratios - Adjusted annualized return on average assets improved to 0.87%, up from 0.47% in the prior year, while the return on average shareholders' equity rose to 7.15% from 4.24% [7]. - The tangible common equity to tangible assets ratio was 8.63%, an increase from 7.52% year-over-year, and the Tier 1 risk-based capital ratio improved to 11.57% from 9.98% [8].
Bowman Consulting (BWMN) Soars 5.9%: Is Further Upside Left in the Stock?
ZACKS· 2025-07-25 16:45
Bowman Consulting (BWMN) shares rallied 5.9% in the last trading session to close at $35.95. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 20% gain over the past four weeks.The stock is gaining momentum due to a mix of encouraging developments and growing investor confidence. Key drivers include the announcement of a $25 million innovation fund, the acquisition of e3i Engineers, and strategic contract wins ...
Medical Expenses Erode Centene's Bottom Line in Rare Q2 Earnings Miss
ZACKS· 2025-07-25 16:41
Key Takeaways CNC reported Q2 adjusted loss of 16 cents/share, missing estimates and down from year-ago profit of $2.42.Rising medical costs and lower Medicare and Medicaid membership pressured CNC's bottom line.Revenues rose 22.4% to $48.7B, driven by premium growth, PDP business strength and Medicaid rate hikes.Centene Corporation (CNC) reported second-quarter 2025 adjusted loss per share of 16 cents, which missed the Zacks Consensus Estimate of earnings of 68 cents, a rare feat. Moreover, the bottom line ...
Goldman Sachs' Greg Calnon: We expect three cuts, but not in September
CNBC Television· 2025-07-25 16:06
those would be the big ones to watch. Megan. Appreciate that.Megan Cassella let's turn back to the markets. S&P is trying for its 14th record close of the year. Joining us here at post nine this morning is Goldman Sachs co-head of public investing Greg Callaghan.Welcome Greg. Good to have you. >> Great to be here.Thanks for having me. >> I've been I mean it's been notable the House view out of Goldman being relatively soft about the back half at least regarding jobs. That would be fair to say.>> Yeah. Look ...
TT Gears Up to Report Q2 Earnings: Here's What You Should Know
ZACKS· 2025-07-25 16:05
Key Takeaways Q2 EPS estimate is $12.92, up 15.2% YoY; revenue forecast is $21.57B, up 8.7% from last year.Americas HVAC revenues expected to jump 10.1% to $4.7B; EMEA revenues projected at $677.5M.TT has an Earnings ESP of +0.54% and a Zacks Rank #3, signaling an earnings beat.Trane Technologies plc (TT) is set to report second-quarter 2025 earnings on July 30, before the bell.The Zacks Consensus Estimate for earnings is pegged at $12.92 per share, indicating 15.2% year-over-year growth. The Zacks Consensu ...
FTI Consulting Stock Remains Flat Since Q2 Earnings Beat
ZACKS· 2025-07-25 16:01
Key Takeaways Q2 EPS of $2.13 beat by 14%, while revenues of $943.7M topped estimates but dipped 0.6% YoY.Tech and Economic Consulting revenues fell 27.9% and 17%, offset by strength in Restructuring and Comms.FCN guided 2025 revenues of $3.66B-$3.76B and EPS of $7.24-$7.84, with capex forecast of $29M-$36M.FTI Consulting, Inc. (FCN) reported impressive second-quarter 2025 results, wherein both earnings and revenues beat the Zacks Consensus Estimate. However, the earnings beat had no impact on the market as ...
Garmin to Report Q2 Earnings: What's in the Cards for the Stock?
ZACKS· 2025-07-25 15:56
Core Insights - Garmin (GRMN) is set to report its second-quarter 2025 results on July 30, with earnings estimated at $1.96 per share, reflecting a 24% year-over-year increase [1][2] - The revenue estimate for the same quarter is $1.74 billion, indicating a year-over-year growth of 15.35% [2][11] Revenue Segments - The Fitness segment is expected to generate revenues of $482.5 million, showing a 12.6% increase year-over-year, driven by strong demand for advanced wearables and new wellness products [5][4] - The Outdoor segment's revenue is projected at $469.1 million, representing a 6.6% year-over-year growth, supported by strong momentum in wearables and new product launches [7][6] - The Marine segment is anticipated to achieve revenues of $340.4 million, up 24.7% from the previous year, bolstered by new product launches and the acquisition of Lumishore [9][8] - The Aviation segment is expected to report revenues of $245.8 million, indicating a 12.6% year-over-year growth, aided by increased demand in private air travel and new product launches [12][10] - The Auto OEM segment is projected to reach $185.5 million in revenues, reflecting a significant 26% year-over-year growth, driven by increased shipments to BMW [12] Growth Drivers - Garmin's expanding product portfolio is a key growth driver for its top-line performance in Q2 2025 [3] - Collaborations with Zwift and Google Maps are likely to enhance product appeal and boost sales across various segments [11]