Core Insights - Canadian Natural Resources (CNQ) reported a revenue of $6.29 billion for the quarter ended June 2025, reflecting a year-over-year decline of 5% [1] - The earnings per share (EPS) for the same period was $0.51, down from $0.64 a year ago, but exceeded the consensus estimate of $0.44 by 15.91% [1] Financial Performance - The reported revenue of $6.29 billion slightly surpassed the Zacks Consensus Estimate of $6.28 billion, resulting in a surprise of +0.09% [1] - The company’s stock has returned -2% over the past month, while the Zacks S&P 500 composite increased by +1.2% [3] Production Metrics - Total average daily production was 1,420,358 BOE/D, below the analyst estimate of 1,467,614 BOE/D [4] - Oil & liquids average daily production was 1,019,149 BBL/D, compared to the estimate of 1,051,255 BBL/D [4] - Natural gas average daily production was 2,407 million cubic feet per day, slightly below the estimate of 2,427.79 million cubic feet per day [4] - Thermal In Situ Oil production was 274.79 thousand barrels per day, compared to the estimate of 283.52 thousand barrels per day [4] - Oil Sands Mining and Upgrading production was 463.81 thousand barrels per day, below the estimate of 486.95 thousand barrels per day [4] - North Sea Oil production was 7.76 thousand barrels per day, significantly lower than the estimate of 11.92 thousand barrels per day [4] - Offshore Africa Oil production was 1.77 thousand barrels per day, compared to the estimate of 7.21 thousand barrels per day [4] - North America Natural Gas production was 2,398 Mcf/D, below the estimate of 2,452.11 Mcf/D [4]

Core Insights - Chord Energy Corporation reported a revenue of $1.18 billion for the quarter ended June 2025, reflecting a year-over-year decline of 6.4% and an EPS of $1.79 compared to $4.69 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $1.3 billion, resulting in a surprise of -8.87%, while the EPS also missed the consensus estimate of $1.88 by -4.79% [1] Financial Performance - The company’s shares have returned -1.6% over the past month, contrasting with the Zacks S&P 500 composite's +0.5% change, and currently holds a Zacks Rank 3 (Hold) [3] - Key production metrics include oil production at 156,700 BBL/D, natural gas at 425,900 Mcf/D, and NGL at 54,100 Bbls, all exceeding analyst estimates [4] - Total average daily production reached 281,900 BOE/D, surpassing the four-analyst average estimate of 272,529.70 BOE/D [4] Pricing Metrics - Average sales prices for natural gas without realized derivatives were $1.10, slightly above the $1.04 average estimate [4] - Average sales prices for NGL without realized derivatives were $5.80, below the $5.90 average estimate [4] - Average sales prices for crude oil without realized derivatives were $61.62, closely aligning with the two-analyst average estimate of $61.66 [4]

Core Insights - BrightView Holdings (BV) reported revenue of $708.3 million for the quarter ended June 2025, reflecting a year-over-year decline of 4.1% and an EPS of $0.30, down from $0.32 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $723.5 million, resulting in a surprise of -2.1%, while the EPS also missed the consensus estimate of $0.33 by -9.09% [1] Revenue Breakdown - Maintenance Services revenue was $508.8 million, below the average estimate of $522.31 million, marking a year-over-year decline of 3% [4] - Development Services revenue reached $201.3 million, compared to the average estimate of $214.69 million, representing a year-over-year decrease of 6.4% [4] - Snow Removal Services under Maintenance Services generated $5.9 million, exceeding the average estimate of $4.93 million, but showing a significant year-over-year decline of 30.6% [4] - Landscape Maintenance Services revenue was $502.9 million, below the estimated $517.38 million, reflecting a year-over-year decrease of 2.6% [4] - Revenue Eliminations were reported at -$1.8 million, slightly worse than the average estimate of -$1.45 million, but showing a year-over-year change of +100% [4] Adjusted EBITDA - Adjusted EBITDA for Development Services was $31.5 million, surpassing the average estimate of $28.24 million [4] - Adjusted EBITDA for Maintenance Services was $81.7 million, falling short of the average estimate of $85.26 million [4] Stock Performance - BrightView's shares have returned +5.4% over the past month, outperforming the Zacks S&P 500 composite's +0.5% 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 - Centerra Gold Inc. reported revenue of $288.34 million for the quarter ended June 2025, marking a year-over-year increase of 2.1% [1] - The earnings per share (EPS) for the same period was $0.25, compared to $0.23 a year ago, with an EPS surprise of +47.06% against the consensus estimate of $0.17 [1] Financial Performance - The reported revenue met the Zacks Consensus Estimate of $0 million, indicating no surprises in revenue figures [1] - Centerra Gold's stock has returned +3.4% over the past month, outperforming the Zacks S&P 500 composite's +0.5% change [3] Production Metrics - Gold production for the quarter was 63.31 Koz, slightly above the average estimate of 63.27 Koz from three analysts [4] - Gold production costs were reported at $1308 per ounce, higher than the average estimate of $1129 per ounce [4] - All-in sustaining costs on a by-product basis were $1652 per ounce, lower than the average estimate of $1777.7 per ounce [4]

Core Insights - Dutch Bros reported revenue of $415.81 million for the quarter ended June 2025, marking a year-over-year increase of 28% and exceeding the Zacks Consensus Estimate of $401.94 million by 3.45% [1] - The company achieved an EPS of $0.26, up from $0.19 a year ago, representing a surprise of 44.44% compared to the consensus estimate of $0.18 [1] Financial Performance Metrics - Dutch Bros' stock has returned -13.1% over the past month, while the Zacks S&P 500 composite has increased by 0.5% [3] - The company currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Shop Count and Sales Performance - Total shop count reached 1,043, slightly above the average estimate of 1,042 [4] - Franchised shop count was 318, compared to the estimated 322, while company-operated shops totaled 725, exceeding the estimate of 720 [4] - System same shop sales and transactions increased by 6.1%, surpassing the estimated 4.3% [4] - Company-operated same shop sales and transactions rose by 7.8%, compared to the average estimate of 5.3% [4] New Openings and Revenue Breakdown - Total new shop openings amounted to 31, slightly above the estimate of 30 [4] - Company-operated new openings were 30, exceeding the estimate of 26, while franchised new openings were only 1, below the estimate of 5 [4] - Revenues from franchising and other sources reached $35.31 million, exceeding the estimate of $32.46 million and reflecting a year-over-year increase of 19.1% [4] - Revenues from company-operated shops were $380.5 million, surpassing the estimate of $368.18 million and indicating a year-over-year change of 28.9% [4]

Core Insights - Realty Income Corp. reported $1.41 billion in revenue for the quarter ended June 2025, a year-over-year increase of 5.3% [1] - The company's EPS for the same period was $1.05, compared to $0.29 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.4 billion, resulting in a surprise of +1.04% [1] - The EPS fell short of the consensus estimate of $1.06, with a surprise of -0.94% [1] Revenue Breakdown - Other Revenue: $72.19 million, surpassing the estimated $59.96 million, reflecting a +31.9% change year-over-year [4] - Rental Revenue (including reimbursable): $1.34 billion, slightly above the estimated $1.33 billion, showing a +4.2% change year-over-year [4] Stock Performance - Realty Income Corp.'s shares returned -0.5% over the past month, while the Zacks S&P 500 composite increased by +0.5% [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 - Walt Disney reported $23.65 billion in revenue for the quarter ended June 2025, a year-over-year increase of 2.1% and an EPS of $1.61 compared to $1.39 a year ago, with a revenue surprise of -0.14% and an EPS surprise of +10.27% [1] Financial Performance - Revenue from Sports was $4.31 billion, below the estimated $4.48 billion, reflecting a year-over-year decrease of -5.5% [4] - Revenue from Entertainment was $10.7 billion, slightly below the estimate of $10.75 billion, with a year-over-year increase of +1.2% [4] - Direct-to-Consumer Entertainment revenue was $6.18 billion, compared to the estimate of $6.22 billion, showing a year-over-year increase of +6.4% [4] - Linear Networks revenue was $2.27 billion, below the estimate of $2.37 billion, representing a year-over-year decline of -14.7% [4] - Experiences revenue reached $9.09 billion, exceeding the estimate of $8.79 billion, with a year-over-year increase of +8.4% [4] - Content Sales/Licensing and Other revenue was $2.26 billion, above the estimate of $2.16 billion, reflecting a year-over-year increase of +6.9% [4] - TV/SVOD distribution revenue was $875 million, surpassing the estimate of $830.26 million, with a significant year-over-year increase of +31.8% [4] Subscriber Metrics - ESPN+ had 24.1 million paid subscribers, slightly below the estimated 24.45 million [4] - Hulu (SVOD Only) reported 51.2 million paid subscribers, exceeding the estimate of 50.02 million [4] - Average monthly revenue per paid subscriber for Disney+ International was $7.67, above the estimate of $7.47, while for Disney+ Domestic it was $8.09, slightly above the estimate of $8.04 [4] Stock Performance - Disney shares returned -2.9% over the past month, while the Zacks S&P 500 composite increased by +0.5% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]

For the quarter ended June 2025, McDonald's (MCD) reported revenue of $6.84 billion, up 5.4% over the same period last year. EPS came in at $3.19, compared to $2.97 in the year-ago quarter.The reported revenue represents a surprise of +1.92% over the Zacks Consensus Estimate of $6.71 billion. With the consensus EPS estimate being $3.15, the EPS surprise was +1.27%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectati ...

Core Insights - National CineMedia (NCMI) reported revenue of $51.8 million for the quarter ended June 2025, reflecting a year-over-year decline of 5.3% and an EPS of -$0.11 compared to -$0.09 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $55 million, resulting in a surprise of -5.82% [1] - The company did not deliver an EPS surprise, with the consensus EPS estimate being -$0.11 [1] Revenue Breakdown - Local and regional advertising revenue was $6.4 million, significantly below the two-analyst average estimate of $9.4 million, representing a year-over-year decline of 34.7% [4] - National advertising revenue reached $41.2 million, slightly below the two-analyst average estimate of $43.95 million, with a year-over-year change of -1.2% [4] - Total advertising revenue (excluding beverage) was reported at $47.62 million, compared to the estimated $53.35 million, indicating a year-over-year decline of 12.9% [4] - ESA advertising revenue from beverage concessionaire agreements was $4.2 million, exceeding the average estimate of $3.65 million, and showing a year-over-year increase of 31.3% [4] Stock Performance - Shares of National CineMedia have returned +0.9% over the past month, compared to the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Insights - Chemours reported revenue of $1.62 billion for the quarter ended June 2025, reflecting a 5% increase year-over-year and surpassing the Zacks Consensus Estimate of $1.57 billion by 2.98% [1] - The company's EPS was $0.58, up from $0.38 in the same quarter last year, resulting in an EPS surprise of 26.09% compared to the consensus estimate of $0.46 [1] Revenue Performance - Other Segment revenues were $15 million, exceeding the average estimate of $11.95 million, with a year-over-year increase of 15.4% [4] - Titanium Technologies generated $657 million in revenue, slightly below the average estimate of $646.02 million, representing a year-over-year decline of 2.4% [4] - Advanced Performance Materials reported revenues of $346 million, surpassing the average estimate of $330.36 million, marking a 2.1% increase year-over-year [4] - Thermal & Specialized Solutions achieved revenues of $597 million, exceeding the average estimate of $579.52 million, with a year-over-year growth of 16.4% [4] Adjusted EBITDA Analysis - Adjusted EBITDA for Titanium Technologies was $47 million, below the average estimate of $50 million [4] - Corporate and Other segment reported an adjusted EBITDA of -$53 million, better than the average estimate of -$59.68 million [4] - Other Segment adjusted EBITDA was $4 million, exceeding the average estimate of $1.93 million [4] - Advanced Performance Materials had an adjusted EBITDA of $50 million, surpassing the average estimate of $38.9 million [4] - Thermal & Specialized Solutions reported adjusted EBITDA of $207 million, exceeding the average estimate of $193.28 million [4] Stock Performance - Chemours shares have returned -1.7% over the past month, while the Zacks S&P 500 composite increased by 1% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]