分组1 - Kelly Services reported quarterly earnings of $0.54 per share, matching the Zacks Consensus Estimate, but down from $0.71 per share a year ago [1] - The company posted revenues of $1.1 billion for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.86%, compared to $1.06 billion in the same quarter last year [2] - The stock has underperformed, losing about 12.1% since the beginning of the year, while the S&P 500 gained 7.9% [3] 分组2 - The earnings outlook for Kelly Services is mixed, with the current consensus EPS estimate for the coming quarter at $0.43 on revenues of $1.07 billion, and $2.11 on revenues of $4.54 billion for the current fiscal year [7] - The Zacks Industry Rank indicates that the Staffing Firms industry is in the bottom 21% of over 250 Zacks industries, which may impact stock performance [8] - Korn/Ferry, another company in the same industry, is expected to report quarterly earnings of $1.24 per share, reflecting a year-over-year change of +5.1% [9]

Core Insights - Intellia Therapeutics reported a quarterly loss of $0.99 per share, which was better than the Zacks Consensus Estimate of a loss of $1.03, and an improvement from a loss of $1.31 per share a year ago, resulting in an earnings surprise of +3.88% [1] - The company achieved revenues of $14.25 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 9.43%, and showing significant growth from $6.96 million in the same quarter last year [2] - Intellia Therapeutics has consistently surpassed consensus EPS estimates over the last four quarters, indicating a positive trend in performance [2] Company Performance - The stock has underperformed the market, losing about 2.5% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The current consensus EPS estimate for the upcoming quarter is -$1.03 on revenues of $13.39 million, and for the current fiscal year, it is -$4.24 on revenues of $57.71 million [7] Industry Context - The Medical - Biomedical and Genetics industry, to which Intellia Therapeutics belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Intellia's stock performance [5][6]

Group 1: Earnings Performance - Papa John's reported quarterly earnings of $0.41 per share, exceeding the Zacks Consensus Estimate of $0.34 per share, but down from $0.61 per share a year ago, representing an earnings surprise of +20.59% [1] - The company posted revenues of $529.17 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.68% and up from $507.89 million year-over-year [2] - Over the last four quarters, Papa John's has consistently surpassed consensus EPS estimates [2] Group 2: Stock Performance and Outlook - Papa John's shares have declined approximately 1.3% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The company's current consensus EPS estimate for the upcoming quarter is $0.42 on revenues of $525.11 million, and for the current fiscal year, it is $1.74 on revenues of $2.11 billion [7] - The Zacks Rank for Papa John's is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Group 3: Industry Context - The Retail - Restaurants industry, to which Papa John's belongs, is currently ranked in the bottom 31% 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 can impact investor sentiment [5]

Company Performance - Vital Farms reported quarterly earnings of $0.36 per share, exceeding the Zacks Consensus Estimate of $0.27 per share, with an earnings surprise of +33.33% [1] - The company achieved revenues of $184.77 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 9.10%, compared to $147.39 million in the same quarter last year [2] - Over the last four quarters, Vital Farms has consistently surpassed consensus EPS estimates four times and topped revenue estimates three times [2] Market Position - Vital Farms shares have underperformed the market, losing about 1% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The current Zacks Rank for Vital Farms is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.26 on revenues of $186.38 million, and for the current fiscal year, it is $1.26 on revenues of $743.6 million [7] - The outlook for the industry, specifically the Food - Miscellaneous sector, is currently in the bottom 23% of over 250 Zacks industries, which may impact the stock's performance [8]

Company Performance - Akebia Therapeutics reported break-even quarterly earnings per share, surpassing the Zacks Consensus Estimate of a loss of $0.02, and improved from a loss of $0.04 per share a year ago, resulting in an earnings surprise of +100.00% [1] - The company posted revenues of $62.47 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 33.50%, compared to year-ago revenues of $43.65 million [2] - Over the last four quarters, Akebia has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance - Akebia Therapeutics shares have increased approximately 99.2% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.9% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.03 on revenues of $46.52 million, and for the current fiscal year, it is -$0.05 on revenues of $199.75 million [7] Industry Outlook - The Medical - Drugs industry, to which Akebia belongs, is currently ranked in the top 35% 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, suggesting that the industry outlook can materially impact stock performance [5][8]

Core Viewpoint - ConocoPhillips reported quarterly earnings of $1.42 per share, exceeding the Zacks Consensus Estimate of $1.36 per share, but down from $1.98 per share a year ago, indicating a mixed performance in earnings despite a positive surprise [1][2]. Financial Performance - The company achieved revenues of $14.74 billion for the quarter ended June 2025, which was 1.25% below the Zacks Consensus Estimate, but an increase from $14.14 billion year-over-year [2]. - Over the last four quarters, ConocoPhillips has surpassed consensus EPS estimates four times and topped revenue estimates twice [2]. Stock Performance - ConocoPhillips shares have declined approximately 6.1% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3]. - The current Zacks Rank for ConocoPhillips is 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near future [6]. Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $1.52, with projected revenues of $15.36 billion, and for the current fiscal year, the EPS estimate is $6.45 on revenues of $62.29 billion [7]. - The trend of estimate revisions for ConocoPhillips was mixed prior to the earnings release, indicating potential volatility in future earnings expectations [6]. Industry Context - The Oil and Gas - Integrated - United States industry, to which ConocoPhillips belongs, is currently ranked in the bottom 14% of over 250 Zacks industries, which may negatively impact stock performance [8].

Core Insights - Insulet (PODD) reported quarterly earnings of $1.17 per share, exceeding the Zacks Consensus Estimate of $0.93 per share, and showing a significant increase from $0.55 per share a year ago, resulting in an earnings surprise of +25.81% [1] - The company achieved revenues of $649.1 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.46%, and up from $488.5 million year-over-year [2] Financial Performance - Insulet has consistently surpassed consensus EPS estimates over the last four quarters, with the latest earnings surprise being +25.93% compared to the previous quarter's expectation of $0.81 per share [1][2] - The current consensus EPS estimate for the upcoming quarter is $1.12, with projected revenues of $644.04 million, and for the current fiscal year, the estimate is $4.33 on $2.53 billion in revenues [7] Market Position - Insulet shares have increased by approximately 6.2% since the beginning of the year, while the S&P 500 has gained 7.9%, indicating a slight underperformance relative to the broader market [3] - The Zacks Industry Rank places the Medical - Products sector in the bottom 37% of over 250 Zacks industries, suggesting potential challenges for stocks in this category [8] Future Outlook - The sustainability of Insulet's stock price movement will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The estimate revisions trend for Insulet was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6]

Company Performance - Gogo reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.12 per share, and up from $0.10 per share a year ago, representing an earnings surprise of +8.33% [1] - The company posted revenues of $226.04 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.74%, and significantly up from $102.06 million year-over-year [2] - Gogo has consistently surpassed consensus EPS estimates for the last four quarters [2] Stock Movement and Outlook - Gogo shares have increased approximately 89.3% since the beginning of the year, compared to the S&P 500's gain of 7.9% [3] - The future performance of Gogo's stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.11 on revenues of $221.93 million, and for the current fiscal year, it is $0.44 on revenues of $904.4 million [7] Industry Context - The Wireless National industry, to which Gogo belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Cambium (CMBM), another company in the same industry, is expected to report a quarterly loss of $0.01 per share, with a year-over-year change of +96%, and revenues expected to be $58.49 million, up 27.3% from the previous year [9]

Core Insights - Enovis (ENOV) reported quarterly earnings of $0.79 per share, exceeding the Zacks Consensus Estimate of $0.74 per share, and up from $0.62 per share a year ago, representing an earnings surprise of +6.76% [1] - The company achieved revenues of $564.55 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.83% and increasing from $525.16 million year-over-year [2] - Enovis has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the previous quarter was +9.46%, with actual earnings of $0.81 per share against an expectation of $0.74 [1] - The current consensus EPS estimate for the upcoming quarter is $0.66, with expected revenues of $535.09 million, and for the current fiscal year, the EPS estimate is $3.04 on revenues of $2.24 billion [7] Stock Performance and Outlook - Enovis shares have declined approximately 41.3% year-to-date, contrasting with the S&P 500's gain of 7.9% [3] - The company's Zacks Rank is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Medical Info Systems industry, to which Enovis belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Ducommun (DCO) reported quarterly earnings of $0.88 per share, exceeding the Zacks Consensus Estimate of $0.80 per share, and showing an increase from $0.83 per share a year ago, resulting in an earnings surprise of +10.00% [1] - The company achieved revenues of $202.26 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.89% and up from $197 million year-over-year [2] - Ducommun's stock has increased by approximately 43.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.99 on revenues of $214.4 million, and for the current fiscal year, it is $3.68 on revenues of $826.5 million [7] - The estimate revisions trend for Ducommun was favorable prior to the earnings release, leading to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Aerospace - Defense Equipment industry, to which Ducommun belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]