Core Insights - Southern Co. reported $6.97 billion in revenue for the quarter ended June 2025, a year-over-year increase of 7.9%, with an EPS of $0.91 compared to $1.09 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $6.56 billion, resulting in a surprise of +6.24%, while the EPS surprise was +4.6% against a consensus estimate of $0.87 [1] Revenue Breakdown - Natural Gas revenues reached $979 million, surpassing the average estimate of $917.14 million, reflecting a year-over-year increase of +17.8% [4] - Southern Company Natural Gas reported $979 million, exceeding the estimated $855.44 million, marking a +17.8% change from the previous year [4] - Southern Power generated $546 million, slightly below the average estimate of $552.52 million, with a year-over-year increase of +4.2% [4] - Georgia Power - Wholesale Revenues were $107 million, significantly above the average estimate of $70.97 million, representing a +69.8% year-over-year change [4] - Georgia Power - Other Revenues totaled $238 million, exceeding the estimated $225.21 million, with a +10.7% change from the previous year [4] - Mississippi Power - Retail Revenues reached $274 million, surpassing the average estimate of $243.08 million, reflecting a +13.2% year-over-year increase [4] - Mississippi Power - Other Revenues were $9 million, below the average estimate of $12.08 million, showing a year-over-year decrease of -10% [4] - Southern Company Gas - Gas Distribution Operations reported $885 million, exceeding the average estimate of $781.07 million, with a +18.2% year-over-year change [4] - Southern Company Gas - Gas Pipeline Investments generated $8 million, below the average estimate of $23.68 million, with no year-over-year change [4] - Southern Company Gas - Gas Marketing Services reported $83 million, exceeding the estimated $74.82 million, marking an +18.6% change from the previous year [4] - Retail Electric revenues were $4.76 billion, surpassing the average estimate of $4.3 billion, reflecting a +6.1% year-over-year increase [4] - Alabama Power generated $1.97 billion, exceeding the average estimate of $1.92 billion, with a +5.1% year-over-year change [4] Stock Performance - Southern Co. shares returned +4.1% over the past month, outperforming the Zacks S&P 500 composite's +2.7% 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 - The Hershey Company reported second-quarter 2025 results with both top and bottom lines exceeding Zacks Consensus Estimates, although the bottom line showed a year-over-year decline [1][9] - Adjusted earnings per share were $1.21, down 4.7% year over year, while consolidated net sales reached $2,614.7 million, a 26% increase from the previous year [1][2] Financial Performance - Consolidated net sales of $2,614.7 million surpassed the Zacks Consensus Estimate of $2,548 million, with organic sales rising 26.3% on a constant-currency basis [2] - Adjusted gross margin contracted to 38.1%, down 510 basis points, primarily due to increased commodity and manufacturing costs [4][9] - Selling, marketing, and administrative expenses rose 11.5% year over year, driven by higher advertising and consumer marketing spending [5] - Adjusted operating profit increased 7.1% year over year to $410.6 million, with the operating margin contracting 280 basis points to 15.7% [6] Segment Performance - North America Confectionery segment net sales were $2,085.5 million, up 32.0% year over year, with volume growth attributed to inventory cycling, Easter holiday timing, and early Halloween shipments [7] - The North America Salty Snacks segment reported net sales of $315.5 million, an 8.8% increase, with volume growth and net price realization contributing to this rise [10] - The International segment posted net sales of $213.7 million, reflecting a 4.4% increase, although income decreased by $5.2 million year over year [12] Financial Health - The company ended the quarter with cash and cash equivalents of $912.4 million and long-term debt of $5,176.4 million [13] - Management expects capital expenditure for 2025 to be in the range of $425 million to $450 million [13] Future Outlook - Management anticipates net sales to increase at least 2% in 2025, with adjusted EPS projected between $5.81 and $6, reflecting a significant decline from 2024 [14] - The effective tax rate is expected to be approximately 27%, with tariff expenses anticipated to be around $170 million to $180 million for the full year [15]

Core Insights - Columbia Financial reported revenue of $63.88 million for the quarter ended June 2025, reflecting a year-over-year increase of 19.9% [1] - The earnings per share (EPS) for the quarter was $0.12, up from $0.05 in the same quarter last year, indicating strong growth [1] - The reported revenue exceeded the Zacks Consensus Estimate of $61.85 million by 3.28%, and the EPS also surpassed the consensus estimate of $0.11 by 9.09% [1] Financial Performance Metrics - Efficiency Ratio was reported at 70.3%, better than the estimated 72.9% by analysts [4] - Net Interest Margin stood at 2.2%, matching the average estimate [4] - Average Interest Earning Assets were $9.83 billion, slightly below the average estimate of $9.84 billion [4] - Total Non-Interest Income was $10.17 million, exceeding the average estimate of $8.68 million [4] - Net Interest Income was reported at $53.7 million, above the average estimate of $53.2 million [4] Stock Performance - Columbia Financial's shares have returned -8.1% over the past month, contrasting with the Zacks S&P 500 composite's increase of 2.7% [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 - APi reported $1.99 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 15% and a surprise of +4.59% over the Zacks Consensus Estimate of $1.9 billion [1] - The EPS for the same period was $0.39, compared to $0.33 a year ago, with an EPS surprise of +5.41% over the consensus estimate of $0.37 [1] Revenue Breakdown - Safety Services generated net revenues of $1.36 billion, slightly below the average estimate of $1.37 billion, reflecting a year-over-year change of +6.5% [4] - Specialty Services reported net revenues of $629 million, exceeding the estimated $540.05 million, representing a significant year-over-year increase of +38.9% [4] - Corporate and Eliminations showed net revenues of $-1 million, better than the average estimate of $-1.5 million, but indicating a year-over-year decline of -50% [4] Market Performance - APi's shares have returned +2.5% over the past month, compared to the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), suggesting potential outperformance against the broader market in the near term [3]

Core Insights - Baxter International reported a revenue of $2.81 billion for the quarter ended June 2025, reflecting a year-over-year decline of 26.3% and an EPS of $0.59 compared to $0.68 a year ago, with revenue slightly below the Zacks Consensus Estimate of $2.82 billion, resulting in a surprise of -0.28% [1] Financial Performance - The company experienced a significant decline in net sales across various segments, with Pharmaceuticals in the U.S. reporting $187 million, which is a -5.1% change year-over-year and below the estimated $201.97 million [4] - International Pharmaceuticals net sales were $425 million, showing a +4.9% change compared to the previous year, but slightly below the estimated $434.72 million [4] - Healthcare Systems and Technologies International reported $205 million, exceeding the estimate of $198.81 million with a +3.5% year-over-year change [4] - Care and Connectivity Solutions International net sales reached $133 million, surpassing the estimate of $119.15 million, marking a +10.8% change year-over-year [4] - Overall, net sales for Pharmaceuticals totaled $612 million, slightly below the average estimate of $628.29 million, with a +1.7% year-over-year change [4] - Advanced Surgery net sales were $296 million, exceeding the estimate of $285.18 million, reflecting a +6.9% change year-over-year [4] - Other net sales surged to $111 million, significantly above the estimated $80.76 million, representing a remarkable +404.6% change year-over-year [4] - Front Line Care net sales were $293 million, slightly below the estimate of $299.81 million, with a -1% year-over-year change [4] - Infusion Therapies and Technologies reported $1.02 billion, below the estimate of $1.06 billion, with a -2% year-over-year change [4] - Medical Products and Therapies net sales were $1.32 billion, slightly below the estimate of $1.35 billion, with a -0.2% year-over-year change [4] Stock Performance - Baxter's shares have returned -9.9% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% change, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]

Core Insights - IntercontinentalExchange (ICE) reported a revenue of $2.54 billion for the quarter ended June 2025, reflecting a year-over-year increase of 9.8% and surpassing the Zacks Consensus Estimate by 0.71% [1] - Earnings per share (EPS) for the same quarter was $1.81, up from $1.52 in the previous year, exceeding the consensus EPS estimate by 2.26% [1] Revenue Breakdown - Mortgage Technology Segment generated $531 million, slightly below the average estimate of $535.23 million, marking a year-over-year increase of 4.9% [4] - Exchanges Segment (less transaction-based) reported revenues of $1.1 billion, significantly lower than the estimated $1.39 billion, representing a decline of 12% year-over-year [4] - Fixed Income and Data Services Segment achieved $597 million, slightly above the average estimate of $595.14 million, with a year-over-year growth of 5.7% [4] - Fixed Income Execution within the Fixed Income and Data Services Segment reported $32 million, close to the estimate of $32.93 million, reflecting a year-over-year increase of 6.7% [4] - Mortgage Technology Segment's Servicing Software generated $220 million, below the estimate of $225.01 million, with a year-over-year growth of 3.8% [4] - Data and Analytics within the Mortgage Technology Segment reported $66 million, slightly below the estimate of $67.43 million, with a year-over-year increase of 6.5% [4] - Closing Solutions in the Mortgage Technology Segment achieved $58 million, exceeding the estimate of $52.42 million, representing an 11.5% year-over-year increase [4] - Origination Technology within the Mortgage Technology Segment reported $187 million, slightly above the estimate of $185.57 million, with a year-over-year growth of 3.9% [4] - Energy revenues in the Exchanges Segment reached $595 million, surpassing the estimate of $580.18 million, with a significant year-over-year increase of 26.9% [4] - Agricultural and Metals revenues in the Exchanges Segment were $65 million, slightly above the estimate of $64.74 million, reflecting a year-over-year decline of 8.5% [4] - Financials in the Exchanges Segment reported $158 million, exceeding the estimate of $156.72 million, with a year-over-year increase of 19.7% [4] - Cash Equities and Equity Options in the Exchanges Segment achieved $123 million, above the estimate of $119.39 million, representing a year-over-year increase of 10.8% [4] Stock Performance - ICE shares have returned +2.2% over the past month, compared to a +2.7% change in the Zacks S&P 500 composite [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 - Nabors Industries Ltd. (NBR) reported a second-quarter 2025 adjusted loss of $2.71 per share, which was wider than the Zacks Consensus Estimate of a loss of $2.05, but narrower than the prior-year loss of $4.29 per share [2][8] - The company's operating revenues reached $832.8 million, slightly exceeding the Zacks Consensus Estimate of $831 million and up from $734.8 million in the previous year [3][8] - Adjusted EBITDA increased to $248.5 million from $218.1 million year-over-year, although it fell short of the model estimate of $306.5 million [3] Segment Performance - U.S. Drilling generated operating revenues of $255.4 million, down 1.6% from $259.7 million a year ago, and missed the estimated $312.7 million [4] - International Drilling's operational revenues rose to $385 million from $356.7 million year-over-year, but also missed the estimate of $394.8 million [5] - Revenues from the Drilling Solutions segment surged 105.3% to $170.3 million from $83 million in the prior-year quarter, exceeding the estimate of $91.1 million [5] Financial Position - Total costs and expenses increased to $818 million from $740.5 million in the previous year, slightly above the prediction of $816.1 million [7] - As of June 30, 2025, the company had $387.4 million in cash and short-term investments, with long-term debt around $2.7 billion and a total debt-to-total capital ratio of 80.7% [9] Guidance - For Q3 2025, NBR anticipates a lower average rig count in U.S. Drilling, ranging between 57 and 59 rigs, with a daily adjusted gross margin of approximately $13,300 [10] - The company expects an average rig count of 87 to 88 rigs in its International operations, with a daily adjusted gross margin estimated at approximately $17,900 [11] - Capital expenditures for Q3 are projected to be between $200 million and $210 million, with a total expected for the year ranging from $700 million to $710 million [12]

Core Insights - Robinhood Markets, Inc. reported a revenue of $989 million for the quarter ended June 2025, reflecting a 45% increase year-over-year and surpassing the Zacks Consensus Estimate of $922.1 million by 7.26% [1] - The company's earnings per share (EPS) was $0.42, compared to $0.21 in the same quarter last year, resulting in an EPS surprise of 35.48% against the consensus estimate of $0.31 [1] Financial Performance Metrics - Total Assets Under Custody reached $278.60 billion, exceeding the average analyst estimate of $254.32 billion [4] - Funded Customers numbered 26.5 million, slightly above the average estimate of 26.33 million [4] - Net interest revenues from securities lending were reported at $54 million, significantly higher than the average estimate of $26.02 million, marking a year-over-year increase of 58.8% [4] - Transaction-based revenues from options amounted to $265 million, surpassing the estimated $246.28 million, with a year-over-year growth of 45.6% [4] - Margin interest net revenues were $114 million, close to the average estimate of $116.12 million, reflecting a 56.2% year-over-year increase [4] - Other transaction-based revenues reached $48 million, exceeding the average estimate of $42.53 million, with a 100% year-over-year change [4] - Equities transaction-based revenues were $66 million, slightly below the estimated $70.04 million, but still showing a 65% increase year-over-year [4] - Total transaction-based revenues were $539 million, above the average estimate of $514.69 million, representing a 64.8% year-over-year increase [4] - Overall net interest revenues were $357 million, exceeding the average estimate of $310.13 million, with a year-over-year change of 25.3% [4] - Other revenues were reported at $93 million, slightly below the average estimate of $96.04 million, but still showing a 32.9% year-over-year increase [4] - Cryptocurrency transaction-based revenues were $160 million, compared to the average estimate of $166.8 million, reflecting a 97.5% year-over-year increase [4] - Interest on segregated cash, securities, and deposits net revenues were $77 million, surpassing the average estimate of $57.52 million, with a year-over-year change of 13.2% [4] Stock Performance - Over the past month, shares of Robinhood Markets have returned +11.9%, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - Curbline Properties reported revenue of $41.4 million for the quarter ended June 2025, showing no change from the same period last year, with an EPS of $0.26 compared to $0 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $38.37 million by 7.9%, and the EPS also surpassed the consensus estimate of $0.24 by 8.33% [1] Revenue Breakdown - Rental income was reported at $41.1 million, exceeding the average estimate of $37.64 million from three analysts [4] - Other income was reported at $0.3 million, which was below the average estimate of $0.52 million from two analysts [4] Stock Performance - Curbline's shares returned +0.6% over the past month, while the Zacks S&P 500 composite increased by +3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Financial Performance - For the quarter ended June 2025, Sprouts Farmers reported revenue of $2.22 billion, reflecting a 17.3% increase year-over-year [1] - Earnings per share (EPS) for the quarter was $1.35, compared to $0.94 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $2.17 billion by 2.47% [1] - The EPS also surpassed the consensus estimate of $1.23 by 9.76% [1] Key Metrics - Comparable store sales growth was 10.2%, exceeding the average estimate of 8.1% from four analysts [4] - The number of stores at the end of the period was 455, slightly above the average estimate of 453 from four analysts [4] - Sprouts Farmers opened 12 new stores, compared to the average estimate of 10 based on three analysts [4] - The number of stores at the beginning of the period was 443, matching the average estimate from two analysts [4] Stock Performance - Shares of Sprouts Farmers have returned -3.2% over the past month, while the Zacks S&P 500 composite increased by 3.4% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]