Core Viewpoint - TransUnion reported quarterly earnings of $1.08 per share, exceeding the Zacks Consensus Estimate of $0.99 per share, marking a year-over-year increase from $0.99 per share [1][2] Financial Performance - The company achieved revenues of $1.14 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.70% and showing growth from $1.04 billion a year ago [2] - Over the last four quarters, TransUnion has consistently exceeded consensus EPS estimates and revenue expectations [2] Stock Performance and Outlook - TransUnion shares have increased approximately 2% since the beginning of the year, while the S&P 500 has gained 8.1% [3] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $1.04 for the upcoming quarter and $4.10 for the current fiscal year [7] Industry Context - The Business - Information Services industry, to which TransUnion belongs, is currently ranked in the top 14% of over 250 Zacks industries, indicating a favorable environment for stock performance [8]

Financial Performance - Dow Inc. reported a quarterly loss of $0.42 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.11, and down from earnings of $0.68 per share a year ago, representing an earnings surprise of -281.82% [1] - The company posted revenues of $10.1 billion for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.68%, and down from $10.92 billion in the same quarter last year [2] - Over the last four quarters, Dow Inc. has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - Dow Inc. shares have declined approximately 24.3% since the beginning of the year, contrasting with the S&P 500's gain of 8.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $10.58 billion, and for the current fiscal year, it is $0.24 on revenues of $41.62 billion [7] Industry Outlook - The Chemical - Diversified industry, to which Dow Inc. belongs, is currently ranked in the bottom 5% of over 250 Zacks industries, indicating a challenging environment [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Dow Inc.'s stock performance [5]

Group 1: Earnings Performance - Community Health Systems reported a quarterly loss of $0.05 per share, matching the Zacks Consensus Estimate, compared to a loss of $0.17 per share a year ago, indicating an earnings surprise of -200.00% [1] - The company posted revenues of $3.13 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.00%, although this represents a slight decline from year-ago revenues of $3.14 billion [2] - Over the last four quarters, Community Health Systems has surpassed consensus EPS estimates just once, but has topped consensus revenue estimates four times [2] Group 2: Stock Performance and Outlook - Community Health Systems shares have increased by approximately 28.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.3% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is -$0.24 on revenues of $2.97 billion, and -$0.31 on revenues of $12.32 billion for the current fiscal year [7] Group 3: Industry Context - The Medical - Hospital industry, to which Community Health Systems belongs, is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that tracking these revisions can be beneficial for investors [5] - The favorable estimate revisions trend prior to the earnings release has resulted in a Zacks Rank 2 (Buy) for Community Health Systems, indicating expected outperformance in the near future [6]

Core Viewpoint - Graco Inc. reported quarterly earnings of $0.75 per share, missing the Zacks Consensus Estimate of $0.78 per share, representing an earnings surprise of -3.85% [1]. Financial Performance - The company posted revenues of $571.81 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 2.29%, compared to year-ago revenues of $553.24 million [2]. - Over the last four quarters, Graco has surpassed consensus EPS estimates only once [2]. Stock Performance - Graco shares have increased approximately 3.5% since the beginning of the year, while the S&P 500 has gained 7.3% [3]. - The current consensus EPS estimate for the upcoming quarter is $0.74 on revenues of $558.67 million, and for the current fiscal year, it is $2.96 on revenues of $2.25 billion [7]. Industry Outlook - The Manufacturing - General Industrial industry, to which Graco belongs, is currently in the top 14% of over 250 Zacks industries, indicating a favorable outlook [8]. - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Graco's stock performance [5]. Future Expectations - The estimate revisions trend for Graco was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]. - The upcoming earnings call will be crucial for understanding management's commentary on future earnings expectations [3].

Core Insights - Alphabet (GOOGL) reported quarterly earnings of $5.12 per share, significantly exceeding the Zacks Consensus Estimate of $2.15 per share, and up from $1.89 per share a year ago, representing an earnings surprise of +138.14% [1] - The company achieved revenues of $81.72 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.82% and increasing from $71.36 billion year-over-year [2] - Alphabet has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise of +138.14% indicates strong performance relative to expectations, with a previous quarter's surprise of +39.11% [1][2] - The current consensus EPS estimate for the upcoming quarter is $2.20, with projected revenues of $82.63 billion, and for the current fiscal year, the EPS estimate is $9.59 on revenues of $329.15 billion [7] Market Position - Alphabet's stock has underperformed the S&P 500, gaining about 1.1% year-to-date compared to the S&P 500's 7.3% increase [3] - The Zacks Rank for Alphabet is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Internet - Services industry, to which Alphabet belongs, is currently ranked in the bottom 24% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Alphabet's stock performance [5]

Core Viewpoint - Stock Yards Bancorp (SYBT) reported quarterly earnings of $1.15 per share, exceeding the Zacks Consensus Estimate of $1.05 per share, and showing an increase from $0.94 per share a year ago, indicating a positive earnings surprise of +9.52% [1] Financial Performance - The company achieved revenues of $97.91 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.45% and up from $85.77 million year-over-year [2] - Over the last four quarters, Stock Yards has consistently exceeded consensus EPS estimates and revenue estimates [2] Stock Performance - Stock Yards shares have increased approximately 8.8% since the beginning of the year, outperforming the S&P 500's gain of 7.3% [3] Future Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $1.08 on revenues of $97.3 million, and for the current fiscal year, it is $4.37 on revenues of $384.67 million [7] Industry Context - The Banks - Southeast industry, to which Stock Yards belongs, is currently ranked in the top 14% of over 250 Zacks industries, indicating a favorable industry outlook [8] - The performance of Stock Yards may also be influenced by the overall industry outlook, as empirical research shows a strong correlation between stock movements and earnings estimate revisions [5][8]

Fiserv (FI) came out with quarterly earnings of $2.47 per share, beating the Zacks Consensus Estimate of $2.41 per share. This compares to earnings of $2.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.49%. A quarter ago, it was expected that this financial services technology company would post earnings of $2.08 per share when it actually produced earnings of $2.14, delivering a surprise of +2.88%.Over the last four qua ...

Company Performance - Boston Scientific reported quarterly earnings of $0.75 per share, exceeding the Zacks Consensus Estimate of $0.72 per share, and up from $0.62 per share a year ago, representing an earnings surprise of +4.17% [1] - The company posted revenues of $5.06 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.48%, compared to revenues of $4.12 billion in the same quarter last year [2] - Over the last four quarters, Boston Scientific has consistently surpassed consensus EPS and revenue estimates [2] Stock Performance - Boston Scientific shares have increased approximately 15.5% since the beginning of the year, outperforming the S&P 500's gain of 7.3% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.70 on revenues of $4.85 billion, and for the current fiscal year, it is $2.91 on revenues of $19.5 billion [7] - The outlook for the industry, particularly the Medical - Products sector, is currently in the bottom 30% of Zacks industries, which may impact stock performance [8]

Company Performance - Taylor Morrison Home (TMHC) reported quarterly earnings of $2.02 per share, exceeding the Zacks Consensus Estimate of $1.94 per share, and showing an increase from $1.97 per share a year ago, resulting in an earnings surprise of +4.12% [1] - The company achieved revenues of $2.03 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.35%, and up from $1.99 billion year-over-year [2] - Over the last four quarters, Taylor Morrison has consistently surpassed consensus EPS estimates [2] Stock Performance - Taylor Morrison shares have increased approximately 9.2% since the beginning of the year, outperforming the S&P 500's gain of 7.3% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future due to unfavorable estimate revisions prior to the earnings release [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $2.05 on revenues of $2.05 billion, while for the current fiscal year, the estimate is $8.23 on revenues of $8.06 billion [7] - The outlook for the Building Products - Home Builders industry is currently in the bottom 21% of Zacks industries, which may negatively impact stock performance [8]

Company Performance - Thermo Fisher Scientific reported quarterly earnings of $5.36 per share, exceeding the Zacks Consensus Estimate of $5.22 per share, but slightly down from $5.37 per share a year ago [1] - The earnings surprise for the quarter was +2.68%, and the company has surpassed consensus EPS estimates in all four of the last quarters [2] - The company posted revenues of $10.86 billion for the quarter, surpassing the Zacks Consensus Estimate by 1.94% and up from $10.54 billion year-over-year [3] Stock Performance - Thermo Fisher shares have declined approximately 17.8% since the beginning of the year, contrasting with the S&P 500's gain of 7.3% [4] - The current Zacks Rank for Thermo Fisher is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $5.53 on revenues of $10.87 billion, and for the current fiscal year, it is $22.34 on revenues of $43.7 billion [8] - The outlook for the Medical - Instruments industry, to which Thermo Fisher belongs, is currently in the bottom 33% of over 250 Zacks industries, which may impact the stock's performance [9]