Core Insights - Boeing reported $22.75 billion in revenue for Q2 2025, a year-over-year increase of 34.9%, with an EPS of -$1.24 compared to -$2.90 a year ago, exceeding revenue expectations by 4.09% and EPS expectations by 19.48% [1] Financial Performance - Revenue breakdown includes: - Global Services: $5.28 billion, up 8% year-over-year, exceeding estimates of $5.16 billion [4] - Defense, Space & Security: $6.62 billion, a 9.9% increase year-over-year, surpassing the $6.4 billion estimate [4] - Commercial Airplanes: $10.87 billion, an 81.1% increase year-over-year, exceeding the $9.95 billion estimate [4] - Unallocated items: -$23 million, an improvement from the estimated -$47.51 million, representing a -51.1% change year-over-year [4] Deliveries - Total deliveries reached 150, surpassing the average estimate of 130 [4] - Breakdown of commercial airplane deliveries: - 737: 104 vs. 94 estimated - 787: 24 vs. 20 estimated - 777: 13 vs. 9 estimated - 767: 9 vs. 8 estimated [4] Stock Performance - Boeing shares returned +12.8% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - Revvity (RVTY) reported revenue of $720.28 million for the quarter ended June 2025, reflecting a year-over-year increase of 4.1% [1] - The company's EPS was $1.18, down from $1.22 in the same quarter last year, but exceeded the consensus estimate of $1.14, resulting in an EPS surprise of +3.51% [1] - The revenue surpassed the Zacks Consensus Estimate of $711.27 million, indicating a surprise of +1.27% [1] Revenue and Earnings Performance - Organic revenue growth for the total company was 3%, slightly below the four-analyst average estimate of 3.1% [4] - Organic revenue growth in Life Sciences was 4%, outperforming the 2.2% average estimate from three analysts [4] - Organic revenue growth in Diagnostics was 2%, which fell short of the 3.8% average estimate from three analysts [4] Sales Metrics - Net Sales in Life Sciences reached $365.9 million, exceeding the three-analyst average estimate of $342.32 million, with a year-over-year increase of +16.6% [4] - Net Sales in Diagnostics were reported at $354.39 million, below the three-analyst average estimate of $365.99 million, reflecting a year-over-year decline of -6.3% [4] Stock Performance - Revvity's shares have returned +6% over the past month, outperforming the Zacks S&P 500 composite's +4.9% 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 - TriNet Group reported a revenue of $291 million for the quarter ended June 2025, reflecting a decline of 6.1% year-over-year, while EPS decreased to $1.15 from $1.53 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $283.73 million by 2.56%, and the EPS surpassed the consensus estimate of $1.00 by 15% [1] Financial Performance - Interest income was reported at $18 million, significantly higher than the average estimate of $11.58 million from three analysts [4] - Professional service revenues were $172 million, slightly below the estimated $172.99 million, marking a year-over-year decline of 7.5% [4] - Insurance service revenues stood at $1.05 billion, matching the average estimate and showing a year-over-year increase of 0.8% [4] Stock Performance - Over the past month, TriNet's shares have returned -10.5%, contrasting with a +4.6% change in the Zacks S&P 500 composite [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 - FirstCash Holdings reported revenue of $830.62 million for the quarter ended June 2025, reflecting a slight decrease of 0.1% year-over-year, while EPS increased to $1.79 from $1.37 in the same quarter last year, indicating a positive trend in earnings despite revenue decline [1] - The revenue exceeded the Zacks Consensus Estimate of $824.3 million by 0.77%, and the EPS surpassed the consensus estimate of $1.66 by 7.83%, showcasing better-than-expected performance in earnings [1] Revenue Breakdown - Revenue from leased merchandise income was reported at $139.78 million, which is 28.2% lower than the previous year and below the average estimate of $145.87 million from two analysts [4] - Revenue from pawn loan fees reached $190.82 million, slightly above the estimated $190.61 million, marking a year-over-year increase of 5.4% [4] - Revenue from interest and fees on finance receivables was $76.08 million, exceeding the average estimate of $74.67 million, with a significant year-over-year increase of 33.9% [4] Stock Performance - Over the past month, FirstCash shares have returned -0.8%, contrasting with the Zacks S&P 500 composite's increase of 5.7%, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance in the near term [3]

Group 1 - ServiceNow reported $3.22 billion in revenue for the quarter ended June 2025, a year-over-year increase of 22.4% [1] - The EPS for the same period was $4.09, compared to $3.13 a year ago, indicating a significant growth [1] - The reported revenue exceeded the Zacks Consensus Estimate of $3.12 billion, resulting in a surprise of +3.02% [1] Group 2 - The company delivered an EPS surprise of +15.54%, with the consensus EPS estimate being $3.54 [1] - Current Remaining Performance Obligations (cRPO) were $10.92 billion, surpassing the $10.48 billion average estimate [4] - Remaining Performance Obligations (RPO) totaled $23.90 billion, compared to the $22.11 billion average estimate [4] Group 3 - Revenues from Professional services and other reached $102 million, exceeding the $88.78 million estimated by analysts [4] - Subscription revenues were $3.11 billion, compared to the $3.03 billion estimated by analysts, reflecting a +22.5% change year-over-year [4] - Gross Profit (Non-GAAP) from Subscription was $2.59 billion, slightly above the $2.53 billion estimated by analysts [4]

You've got Alphabet shares surging in the after hours, up about 1.3%. Now, let me get you those top and bottom line numbers. For Q2 revenue, it's coming in at 96.4% billion.That is a beat. The analyst uh consensus was $93.9% billion. On the bottom line, second quarter EPS was $2.31%.That's also a beat. The market was looking for $218. Uh we've also got another key figure, which is cloud revenue.that landed above analyst expectations coming in at 13.62% billion versus the $ 13.1% billion analyst consensus. I ...

Core Insights - General Dynamics reported revenue of $13.04 billion for the quarter ended June 2025, reflecting an 8.9% increase year-over-year and a surprise of +5.62% over the Zacks Consensus Estimate of $12.35 billion [1] - Earnings per share (EPS) for the quarter was $3.74, up from $3.26 in the same quarter last year, with an EPS surprise of +4.18% compared to the consensus estimate of $3.59 [1] Revenue Performance by Segment - Technologies segment generated revenue of $3.48 billion, exceeding the six-analyst average estimate of $3.25 billion, with a year-over-year change of +5.5% [4] - Marine Systems reported revenue of $4.22 billion, significantly above the $3.74 billion average estimate, representing a year-over-year increase of +22.2% [4] - Combat Systems achieved revenue of $2.28 billion, slightly above the six-analyst average estimate of $2.26 billion, with a minimal year-over-year decline of -0.2% [4] - Aerospace revenue was $3.06 billion, in line with the six-analyst average estimate of $3.07 billion, showing a year-over-year increase of +4.2% [4] Operating Earnings Performance - Aerospace operating earnings were reported at $403 million, slightly below the average estimate of $404.44 million [4] - Combat Systems operating earnings reached $324 million, exceeding the average estimate of $317.41 million [4] - Technologies operating earnings were $332 million, surpassing the average estimate of $298 million [4] - Marine Systems operating earnings were $291 million, significantly above the average estimate of $254.82 million [4] - Corporate segment reported operating earnings of -$45 million, worse than the average estimate of -$14.05 million [4] Stock Performance - General Dynamics shares returned +5.9% over the past month, matching the Zacks S&P 500 composite's +5.9% 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]

Market Overview - The market showed resilience despite uncertainties regarding trade policy, tariffs, and the Federal Reserve chair [6] - S&P 500 closed up about 01% [6] - Nasdaq was down about 04% due to weakness in big cap tech names [7] - Dow Jones Industrial Average added 04% [7] - Russell 2000 outperformed, with small caps gaining tailwind [7] Earnings and Performance Highlights - Homebuilders outperformed, with the S&P composite 1500 homebuilding index up about 10% [2] - D R Horton's stock was up about 16% after third-quarter earnings beat expectations [18] - PulteGroup's stock was up 12% after reporting better-than-expected earnings [19] - Texas Instruments' second-quarter EPS was $141, beating the consensus estimate of $135, but the stock was down about 7% in after-hours trading [10][12] - Intuitive Surgical's second-quarter revenue came in at $244 billion, and adjusted EPS beat estimates at $22 billion, with shares initially moving higher but later declining [20][29] - Capital One's second-quarter adjusted EPS was $548, far exceeding the consensus estimate of $388, with net revenue at $1249 billion [22][23] - Enphase Energy's second-quarter adjusted EPS beat estimates by $006, and revenue came in better than forecast at $3632 million, with the stock up about 8% in after-hours trading [26] Company Specifics - Texas Instruments invested $39 billion in R&D and CIGNA and invested $49 billion in CapEx and returned $67 billion to owners over the past 12 months [14] - Intuitive Surgical's Da Vinci surgical system installed base grew to 10488 systems as of June 2025, a 14% increase compared to June 30th, 2020 [30] - Capital One's loans held for investment were approximately $4393 billion [23]

Core Insights - 3M reported revenue of $6.16 billion for the quarter ended June 2025, a year-over-year decline of 1.6%, with an EPS of $2.16 compared to $1.93 a year ago, exceeding the Zacks Consensus Estimate of $6.12 billion by 0.67% and delivering an EPS surprise of 7.46% [1] Group 1: Financial Performance - Revenue for Safety and Industrial segment was $2.86 billion, surpassing the two-analyst average estimate of $2.78 billion, reflecting a year-over-year increase of 3.6% [4] - Corporate and Unallocated segment net sales reached $87 million, slightly above the $85 million average estimate, marking a year-over-year change of 1.2% [4] - Consumer segment net sales were reported at $1.27 billion, matching the average estimate and showing a 0.6% increase compared to the previous year [4] Group 2: Operating Income - Non-GAAP operating income for the Consumer segment was $268 million, exceeding the average estimate of $264.25 million [4] - Non-GAAP operating income for Transportation and Electronics was $479 million, above the estimated $465.99 million [4] - Non-GAAP operating income for Safety and Industrial was $738 million, slightly higher than the average estimate of $730.6 million [4] Group 3: Stock Performance - 3M shares returned 11.6% over the past month, outperforming the Zacks S&P 500 composite's 5.4% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Viewpoint - Needham analyst Gerald Pascarelli has reiterated a Buy rating on Constellation Brands, Inc. but has lowered the price forecast from $215 to $195, anticipating a weak start to fiscal year 2026 with first-quarter results expected on July 1 [1][3]. Group 1: Financial Performance Expectations - Pascarelli predicts that Constellation Brands will report beer revenue and margins below the lower end of full-year guidance, which may negatively impact Street estimates [1]. - The analyst has reduced his first-quarter earnings per share (EPS) estimate to $3.20, and lowered fiscal year 2026 and fiscal year 2027 EPS estimates to $12.64 and $13.76, respectively [3][5]. - The price forecast of $195 implies a ~20% discount to the company's historical average multiple of ~14x [3]. Group 2: Market Trends and Challenges - Over the past three months, beer volumes have declined sequentially, with a forecasted beer depletion of -3.0%, which is 120 basis points below the -1.8% consensus [2][4]. - Volume trends have weakened since February due to category softness, ongoing consumer challenges, and poor weather in May and early June [3]. - Increased investment spending, particularly in marketing (estimated at 9.5% of sales), along with volume pressure, contributes to a forecasted beer margin of 38.0%, notably below the Street's 39.8% [4]. Group 3: Segment Performance and Guidance - Pascarelli is 10 points below consensus on wine and spirits revenue, expecting a ~30% organic decline, with the Svedka divestiture contributing to a ~5-point hit [5]. - The analyst models a 70% drop in segment operating income due to volume deleverage and distributor repayments [5]. - Despite a weak start to fiscal year 2026, the initial beer guidance was conservative enough to allow the company to meet its full-year targets, with management typically avoiding guidance revisions in the first quarter [6].