Core Insights - Washington Trust Bancorp (WASH) reported revenue of $54.26 million for the quarter ended June 2025, marking a year-over-year increase of 12.5% and exceeding the Zacks Consensus Estimate of $53.92 million by 0.64% [1] - The company's earnings per share (EPS) for the same period was $0.68, compared to $0.63 a year ago, resulting in an EPS surprise of 7.94% [1] Financial Metrics - Net Interest Margin was reported at 2.4%, slightly above the average estimate of 2.3% based on two analysts [4] - The Efficiency Ratio stood at 67.3%, compared to the average estimate of 67.5% from two analysts [4] - Total noninterest income reached $17.08 million, surpassing the average estimate of $16.21 million based on two analysts [4] - Net Interest Income was reported at $37.19 million, which was below the average estimate of $37.72 million from two analysts [4] Stock Performance - Over the past month, shares of Washington Trust have returned +8.5%, outperforming the Zacks S&P 500 composite's +5.4% 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 - BOK Financial (BOKF) reported revenue of $535.26 million for Q2 2025, a year-over-year increase of 7.9% and exceeding the Zacks Consensus Estimate of $517.95 million by 3.34% [1] - The company's EPS for the same period was $2.19, up from $2.02 a year ago, representing a surprise of 10.61% compared to the consensus estimate of $1.98 [1] Financial Performance Metrics - Efficiency Ratio stood at 65.4%, better than the average estimate of 67.2% from two analysts [4] - Average Interest Earning Assets were $46.98 billion, surpassing the average estimate of $45.99 billion [4] - Net Charge-Offs were 0% compared to the estimated 0.1% [4] - Net Interest Margin was 2.8%, aligning with the average estimate [4] - Total Non-Interest Income was $207.1 million, exceeding the estimated $196.65 million [4] - Net Interest Income (FTE) was reported at $330.74 million, above the average estimate of $325.05 million [4] - Net Interest Income was $328.17 million, compared to the average estimate of $322.8 million [4] Stock Performance - BOK Financial shares returned +13.7% over the past month, outperforming the Zacks S&P 500 composite's +5.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - Autoliv, Inc. reported revenue of $2.71 billion for the quarter ended June 2025, reflecting a 4.2% increase year-over-year and a surprise of +3.36% over the Zacks Consensus Estimate of $2.63 billion [1] - The company's EPS for the quarter was $2.21, up from $1.87 in the same quarter last year, resulting in an EPS surprise of +6.76% compared to the consensus estimate of $2.07 [1] Financial Performance Metrics - Organic change in Airbags, Steering Wheels, and Other products was 3.1%, exceeding the average estimate of 0.4% from two analysts [4] - Total organic change was reported at 3.4%, significantly higher than the 0.4% estimated by two analysts [4] - Organic change in Seatbelt Products and Other was 4%, compared to the average estimate of 1.9% from two analysts [4] Regional Sales Performance - Net Sales in the Americas reached $891 million, surpassing the average estimate of $855.27 million, but showing a -0.2% change year-over-year [4] - Net Sales in Europe were $828 million, exceeding the average estimate of $751.53 million, with a year-over-year increase of +8.8% [4] - Net Sales in Asia excluding China were $519 million, above the average estimate of $499.63 million, reflecting a +7.5% year-over-year change [4] - Net Sales in China amounted to $477 million, slightly below the average estimate of $488.36 million, with a +1.9% year-over-year change [4] Product Category Sales - Net Sales for Seatbelt Products and Other reached $902 million, exceeding the average estimate of $839.37 million, with a year-over-year change of +5.1% [4] - Net Sales for Airbags, Steering Wheels, and Other products were $1.81 billion, surpassing the average estimate of $1.76 billion, reflecting a +3.7% year-over-year change [4] Stock Performance - Autoliv's shares have returned +5.9% over the past month, outperforming the Zacks S&P 500 composite's +5.4% 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 - Elevance Health reported revenue of $49.42 billion for the quarter ended June 2025, reflecting a 14.3% increase year-over-year, and an EPS of $8.84, down from $10.12 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $48.15 billion by 2.64%, while the EPS fell short of the consensus estimate of $9.16 by 3.49% [1] Financial Performance Metrics - Benefit Expense Ratio was reported at 88.9%, slightly above the average estimate of 88.4% from 16 analysts [4] - Medical Membership - Commercial Risk-Based stood at 4.96 million, below the estimated 5 million [4] - Medical Membership - Commercial Fee-Based was reported at 27.15 million, slightly below the estimate of 27.22 million [4] - Service fees revenue was $2.11 billion, lower than the $2.23 billion estimate, representing a year-over-year decline of 7.4% [4] - Product revenue reached $6.04 billion, slightly below the $6.14 billion estimate, but showed a 9.3% increase year-over-year [4] - Net investment income was $486 million, exceeding the estimate of $464.67 million, but down 4.3% from the previous year [4] - Premiums revenue was reported at $41.27 billion, surpassing the estimate of $39.64 billion, with a year-over-year increase of 16.5% [4] - Total operating revenue from Health Benefits was $41.58 billion, above the estimate of $40.84 billion, reflecting an 11.9% year-over-year increase [4] - Total operating revenue from Carelon was $18.08 billion, exceeding the estimate of $16.86 billion, with a significant year-over-year increase of 35.8% [4] - Total operating revenue from Carelon Services was $7.44 billion, above the estimate of $6.8 billion, representing a remarkable 63.7% increase year-over-year [4] - Total operating revenue from CarelonRx was $10.64 billion, surpassing the estimate of $10.05 billion, with a year-over-year increase of 21.3% [4] Stock Performance - Elevance Health's shares have returned -8.3% over the past month, contrasting with the Zacks S&P 500 composite's increase of 4.2% [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 - HP reported $13.22 billion in revenue for the quarter ended April 2025, a year-over-year increase of 3.3% [1] - The EPS for the same period was $0.71, down from $0.82 a year ago, representing a decline of 13.4% [1] - The reported revenue was a surprise of -1.51% compared to the Zacks Consensus Estimate of $13.42 billion [1] - The EPS surprise was -11.25% against the consensus estimate of $0.80 [1] Key Metrics - Days in accounts payable were 130 days, better than the two-analyst average estimate of 134 days [4] - Days of sales outstanding in accounts receivable were 30 days, slightly above the average estimate of 29 days [4] - Days of supply in inventory were 70 days, compared to the average estimate of 73.5 days [4] Revenue Breakdown - Net revenue from Personal Systems - Commercial PS was $6.79 billion, below the average estimate of $6.99 billion, with a year-over-year change of +8.7% [4] - Net revenue from Personal Systems - Consumer PS was $2.24 billion, slightly above the average estimate of $2.20 billion, representing a +2.5% year-over-year change [4] - Total net revenue from Personal Systems was $9.02 billion, below the average estimate of $9.19 billion, with a +7.1% year-over-year change [4] - Net revenue from Printing - Supplies was $2.73 billion, slightly below the average estimate of $2.75 billion, reflecting a -4.9% year-over-year change [4] - Net revenue from Printing - Commercial Printing was $1.17 billion, below the average estimate of $1.19 billion, with a -3.2% year-over-year change [4] - Net revenue from Printing - Consumer Printing was $289 million, slightly above the average estimate of $287.61 million, representing a -3.3% year-over-year change [4] - Total net revenue from Printing was $4.18 billion, below the average estimate of $4.23 billion, reflecting a -4.3% year-over-year change [4] Operational Earnings - Earnings from operations in Printing were $814 million, exceeding the average estimate of $795.04 million [4] - Earnings from operations in Personal Systems were $409 million, below the average estimate of $532.89 million [4] Stock Performance - HP shares returned +11.1% over the past month, outperforming the Zacks S&P 500 composite's +7.4% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3]

Core Insights - Dynatrace reported revenue of $445.17 million for the quarter ended March 2025, reflecting a year-over-year increase of 16.9% [1] - The earnings per share (EPS) for the quarter was $0.33, up from $0.30 in the same quarter last year, indicating a positive trend in profitability [1] - The reported revenue exceeded the Zacks Consensus Estimate of $434.56 million by 2.44%, and the EPS also surpassed the consensus estimate of $0.30 by 10% [1] Revenue Breakdown - Annual Recurring Revenue (ARR) totaled $1.73 billion, slightly above the nine-analyst average estimate of $1.71 billion [4] - Service revenues were reported at $21.60 million, which is a 4.1% increase compared to the year-ago quarter, but slightly below the average estimate of $21.78 million [4] - Subscription revenues reached $423.57 million, exceeding the nine-analyst average estimate of $412.89 million, and representing a year-over-year growth of 17.6% [4] Stock Performance - Over the past month, Dynatrace shares have returned +16.3%, outperforming the Zacks S&P 500 composite's +9.9% change [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 - Fluence Energy, Inc. reported a revenue of $431.62 million for the quarter ended March 2025, reflecting a year-over-year decline of 30.7% [1] - The company's EPS for the same period was -$0.24, compared to -$0.07 a year ago, indicating a worsening in profitability [1] - The reported revenue exceeded the Zacks Consensus Estimate of $320.61 million by 34.62%, while the EPS fell short of the consensus estimate of -$0.21 by 14.29% [1] Financial Performance Metrics - Energy Storage Products and Solutions deployed 6,200 MW, slightly below the average estimate of 6,206.7 MW from three analysts [4] - Digital Contracts - Asset under Management stood at 19,900 MW, compared to the average estimate of 21,808.84 MW [4] - Service Contracts - Asset under Management was 5,300 MW, exceeding the average estimate of 5,108.92 MW [4] Revenue Breakdown - Revenue from energy storage products and solutions was $397.33 million, surpassing the average estimate of $310.69 million, but representing a year-over-year decline of 35.3% [4] - Revenue from digital applications and solutions reached $1.40 million, slightly below the estimated $1.52 million, but showing a year-over-year increase of 4.5% [4] - Revenue from services was $32.89 million, significantly higher than the average estimate of $15.44 million, marking a year-over-year increase of 307.7% [4] Stock Performance - Fluence Energy's shares returned +2% over the past month, underperforming the Zacks S&P 500 composite's +11.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Viewpoint - Lincoln National (LNC) reported a revenue of $4.69 billion for Q1 2025, marking a year-over-year increase of 2.2% and an EPS of $1.60, up from $1.37 a year ago, although slightly below the consensus revenue estimate of $4.71 billion, resulting in a surprise of -0.52% [1] Financial Performance Metrics - Loss Ratio for Group Protection was reported at 72.4%, better than the estimated 74.4% [4] - Net Flows for Annuities were -$1.68 billion, worse than the estimated -$1.54 billion [4] - Net Flows for Life Insurance were $569 million, below the estimated $643.81 million [4] - Net Flows for Retirement Plan Services were -$2.18 billion, significantly worse than the estimated -$493.84 million [4] - Net investment income revenue was $1.46 billion, exceeding the estimate of $1.39 billion, with a year-over-year increase of 8.3% [4] - Fee income revenue was $1.37 billion, matching the average estimate, with a year-over-year change of 3.1% [4] - Insurance premiums revenue was $1.68 billion, slightly above the estimated $1.65 billion, reflecting a year-over-year increase of 4.7% [4] - Life Insurance net investment income was $571 million, slightly below the estimate of $577.29 million, showing a year-over-year decrease of 1.7% [4] - Group Protection revenue was $1.52 billion, exceeding the estimate of $1.47 billion, with a year-over-year increase of 6.7% [4] - Life Insurance revenue was $1.59 billion, slightly below the estimated $1.60 billion, representing a year-over-year increase of 3% [4] - Retirement Plan Services revenue was $327 million, below the estimated $334.72 million, with a year-over-year increase of 1.6% [4] - Annuities insurance premiums revenue was $21 million, significantly below the estimated $33.76 million, reflecting a year-over-year decrease of 19.2% [4] Stock Performance - Lincoln National's shares returned +3% over the past month, compared to the Zacks S&P 500 composite's +11.3% change, with a current Zacks Rank of 3 (Hold) indicating potential performance in line with the broader market [3]

Core Insights - Spectrum Brands (SPB) reported revenue of $675.7 million for the quarter ended March 2025, reflecting a year-over-year decline of 6% and an EPS of $0.68 compared to $1.62 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $694.91 million, resulting in a surprise of -2.76%, while the EPS surprise was -49.63% against a consensus estimate of $1.35 [1] Financial Performance Metrics - Net Sales in Home & Personal Care (HPC) were $254.20 million, below the average estimate of $261.20 million, marking a -5.1% year-over-year change [4] - Net Sales in Home & Garden (H&G) reached $152.30 million, compared to an estimated $156.85 million, representing a -5.2% change year-over-year [4] - Net Sales in Global Pet Care (GPC) totaled $269.20 million, falling short of the $277.60 million estimate, indicating a -7.1% year-over-year decline [4] - Adjusted EBITDA for Global Pet Care (GPC) was $50 million, below the average estimate of $58.95 million [4] - Adjusted EBITDA for Home & Personal Care (HPC) was $7.30 million, significantly lower than the estimated $17.30 million [4] - Adjusted EBITDA for Home & Garden (H&G) was $26.70 million, compared to the average estimate of $29.15 million [4] Stock Performance - Spectrum's shares have returned -3.2% over the past month, contrasting with the Zacks S&P 500 composite's +11.3% 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 - Murphy USA reported a revenue of $4.53 billion for the quarter ended March 2025, which is a decrease of 6.6% compared to the same period last year [1] - The earnings per share (EPS) for the quarter was $2.63, down from $3.12 in the previous year [1] - The reported revenue fell short of the Zacks Consensus Estimate of $4.77 billion, resulting in a surprise of -5.05% [1] - The company experienced an EPS surprise of -32.04%, with the consensus EPS estimate being $3.87 [1] Financial Performance Metrics - Total fuel contribution was 25.4 cents per gallon, below the average estimate of 28.68 cents from three analysts [4] - Retail fuel volume for the chain was 1,131.2 million gallons, compared to the average estimate of 1,151.95 million gallons [4] - Retail fuel margin was reported at 23.7 cents per gallon, lower than the average estimate of 25.82 cents [4] - Operating revenues from petroleum product sales were $3.49 billion, which is an 8.5% year-over-year decline and below the average estimate of $3.67 billion [4] - Merchandise sales generated $999.40 million, slightly below the average estimate of $1.03 billion, representing a year-over-year change of -0.1% [4] - Other operating revenues were reported at $36.20 million, compared to the average estimate of $40.75 million, reflecting a year-over-year increase of 15.7% [4] Stock Performance - Murphy USA's shares have returned +8% over the past month, while the Zacks S&P 500 composite increased by +10.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]