Group 1: Earnings Performance - Post Holdings reported quarterly earnings of $2.03 per share, exceeding the Zacks Consensus Estimate of $1.67 per share, and up from $1.54 per share a year ago, representing an earnings surprise of +21.56% [1] - The company has surpassed consensus EPS estimates in all four of the last quarters [2] - Revenue for the quarter ended June 2025 was $1.98 billion, surpassing the Zacks Consensus Estimate by 1.70%, and up from $1.95 billion year-over-year [2] Group 2: Stock Performance and Outlook - Post Holdings shares have declined approximately 10.5% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $1.95 on revenues of $2.27 billion, and for the current fiscal year, it is $6.73 on revenues of $8.14 billion [7] Group 3: Industry Context - The Zacks Industry Rank for Food - Miscellaneous is currently in the bottom 23% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for Post Holdings was favorable ahead of the earnings release, resulting in a Zacks Rank 1 (Strong Buy) for the stock, indicating expected outperformance in the near future [6]

Group 1: Earnings Performance - Pangaea Logistics reported a quarterly loss of $0.02 per share, better than the Zacks Consensus Estimate of a loss of $0.04, and compared to earnings of $0.10 per share a year ago, representing an earnings surprise of +50.00% [1] - The company posted revenues of $156.69 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 26.65%, and compared to year-ago revenues of $131.5 million [2] - Over the last four quarters, Pangaea Logistics has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - Pangaea Logistics shares have lost about 7.8% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates of $0.03 on $132.27 million in revenues for the coming quarter and $0.11 on $523.44 million in revenues for the current fiscal year [7] - The estimate revisions trend for Pangaea Logistics was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Group 3: Industry Context - The Transportation - Shipping industry, to which Pangaea Logistics belongs, is currently in the bottom 37% of over 250 Zacks industries, suggesting potential challenges for stock performance [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]

Group 1 - Alector reported a quarterly loss of $0.3 per share, better than the Zacks Consensus Estimate of a loss of $0.45, representing an earnings surprise of +33.33% [1] - The company posted revenues of $7.87 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 177.94%, compared to year-ago revenues of $15.08 million [2] - Alector has surpassed consensus EPS estimates four times over the last four quarters and topped consensus revenue estimates two times during the same period [2] Group 2 - Alector shares have declined approximately 24.3% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The company's earnings outlook, including current consensus earnings expectations for upcoming quarters, will be crucial for investors [4] - The current consensus EPS estimate for the coming quarter is -$0.49 on revenues of $2.83 million, and -$1.84 on revenues of $12.17 million for the current fiscal year [7] Group 3 - The Medical - Biomedical and Genetics industry, to which Alector belongs, is currently in the top 41% 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, which can be tracked by investors [5] - Alector currently holds a Zacks Rank 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]

Core Insights - Vishay Intertechnology, Inc. (VSH) reported a second-quarter 2025 loss of 7 cents per share, missing the Zacks Consensus Estimate of earnings of 2 cents and down from earnings of 17 cents in the same quarter last year [1][7] - Revenues for the second quarter were $762.3 million, exceeding the Zacks Consensus Estimate by 0.3% and reflecting a year-over-year increase of 2.9% [1][7] Financial Performance - The company's weak second-quarter performance led to a 14.05% decline in share price, with a year-to-date drop of 17.8%, underperforming the Zacks Computer and Technology sector's growth of 10.9% [2] - VSH has a mixed earnings surprise history, missing the Zacks Consensus Estimate in three of the last four quarters, with an average negative surprise of 149.2% [2] Revenue Breakdown - Revenues from MOSFETs (19.5% of total revenues) were $148.6 million, down 4.19% year over year, with a book-to-bill ratio of 1.00 [3] - Diodes (19.4% of total revenues) generated $147.9 million, up 1.1% year over year, with a book-to-bill ratio of 0.93 [3] - Optoelectronics (7.1% of total revenues) revenues were $54.1 million, up 2.1% year over year, with a book-to-bill ratio of 1.05 [4] - Resistors (25.6% of total revenues) brought in $194.8 million, up 8.5% year over year, with a book-to-bill ratio of 0.91 [4] - Inductors (12.6% of total revenues) revenues were $95.7 million, up 1.7% year over year, with a book-to-bill ratio of 0.91 [4] - Capacitors (15.9% of total revenues) generated $121.1 million, up 6.8% year over year, with a book-to-bill ratio of 1.40 [5] Profitability Metrics - Adjusted EBITDA for the second quarter was $63.5 million, down 28.2% year over year, with an adjusted EBITDA margin of 8.3%, a contraction of 360 basis points [5][7] - The operating margin was reported at 2.9%, down from 5.1% in the year-ago quarter [5][7] Balance Sheet and Cash Flow - As of June 28, 2025, VSH's cash and cash equivalents were $473.9 million, down from $609.4 million as of March 29, 2025 [6] - Long-term debt decreased to $914.5 million from $988.2 million as of March 29 [6] - The company reported net cash used in operating activities of $8.8 million and a negative free cash flow of $73.2 million for the quarter [6] Guidance - For the third quarter, Vishay Intertechnology expects revenues of $775 million (plus or minus $20 million), with the Zacks Consensus Estimate for revenues at $752.4 million, indicating a year-over-year increase of 2.3% [8] - The anticipated gross profit margin is 19.7% (plus or minus 50 basis points), while the Zacks Consensus Estimate for earnings is 3 cents per share, reflecting a year-over-year decline of 62.5% [8]

Core Insights - SunOpta reported quarterly earnings of $0.04 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, marking a 100% earnings surprise compared to $0.02 per share a year ago [1] - The company achieved revenues of $191.49 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.16% and showing an increase from $170.99 million year-over-year [2] Financial Performance - Over the last four quarters, SunOpta has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] - The current consensus EPS estimate for the upcoming quarter is $0.05 on revenues of $190.1 million, and for the current fiscal year, it is $0.18 on revenues of $788 million [7] Market Position - SunOpta shares have declined approximately 28.8% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] - The Zacks Industry Rank for Food - Miscellaneous is currently in the bottom 23% of over 250 Zacks industries, indicating potential challenges for the sector [8] Future Outlook - The sustainability of SunOpta'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 SunOpta was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]

Core Insights - Fresenius Medical Care AG & Co. (FMS) reported second-quarter 2025 adjusted earnings per share (EPS) of 52 cents, exceeding the Zacks Consensus Estimate by 4% and reflecting a year-over-year increase of 36.8% [1][7] - Revenues reached $5.44 billion (EUR 4,792 million), surpassing the Zacks Consensus Estimate by 1.6%, with a year-over-year growth of 1% and 5% at constant currency [2][7] Revenue Details - The revenue growth was impacted by divestitures as part of the portfolio optimization plan, which negatively affected revenue by EUR 6 million in the second quarter [3] - Full-year top-line numbers are expected to reflect a 100 basis points negative impact due to the portfolio optimization plan in 2024 [3] Segment Performance - Fresenius Medical has implemented a new operating model in 2024, reporting under two segments: Care Delivery and Care Enablement [4] - Care Delivery segment revenues decreased by 3% year-over-year but increased by 1% at constant currency and 4% organically [5] - Care Enablement segment revenues decreased by 1% year-over-year but gained 3% at constant currency and organically [9] Margin Analysis - Gross profit improved by 4.2% year-over-year, with gross margin expanding by 90 basis points to 25.4% [10] - Adjusted operating income increased by 9.2% from the prior-year quarter, with the adjusted operating margin expanding by 80 basis points to 9.9% [10] 2025 Guidance - Fresenius Medical expects low-single-digit revenue growth and high-teens to high-twenties percent growth in operating income for 2025 [11] Strategic Initiatives - The FME25 transformation program delivered EUR 58 million in additional sustainable savings, with a target of around EUR 180 million in additional annual savings by the end of 2027 [13] - Continued divestment of non-core and dilutive assets is seen as a positive move to focus on core categories and enhance cash resources [14]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for DLocal despite higher revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - DLocal is expected to report quarterly earnings of $0.13 per share, reflecting a year-over-year decrease of 13.3%, while revenues are projected to be $231.04 million, an increase of 34.9% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +5.00% for DLocal, suggesting recent bullish sentiment among analysts [12]. However, the stock holds a Zacks Rank of 4, complicating predictions of an earnings beat [12]. Historical Performance - DLocal has exceeded consensus EPS estimates in three out of the last four quarters, with a notable surprise of +25.00% in the last reported quarter [13][14]. Conclusion - While DLocal does not appear to be a strong candidate for an earnings beat, investors should consider other influencing factors before making investment decisions [17].

Revenues are expected to be $2.32 million, up 82.7% from the year-ago quarter. Estimate Revisions Trend The consensus EPS estimate for the quarter has been revised 11.36% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Zacks Consensus Estimate This company is expected to post quarterly loss of $0.19 per share in its upcoming report, which represents a year-over-year change ...

Wall Street expects a year-over-year increase in earnings on higher revenues when INPLAY OIL CP (IPOOF) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may ...

Group 1: Earnings Performance - Shopify reported quarterly earnings of $0.35 per share, exceeding the Zacks Consensus Estimate of $0.28 per share, and up from $0.26 per share a year ago, representing an earnings surprise of +25.00% [1] - The company posted revenues of $2.68 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.47%, compared to year-ago revenues of $2.05 billion [2] - Over the last four quarters, Shopify has surpassed consensus EPS estimates two times and topped consensus revenue estimates four times [2] Group 2: Stock Performance and Outlook - Shopify shares have increased approximately 19.4% since the beginning of the year, outperforming the S&P 500's gain of 7.1% [3] - The company's earnings outlook, including current consensus earnings expectations for upcoming quarters, will be crucial for investors [4] - The current consensus EPS estimate for the coming quarter is $0.35 on $2.63 billion in revenues, and $1.40 on $10.86 billion in revenues for the current fiscal year [7] Group 3: Industry Context - The Internet - Services industry, to which Shopify belongs, is currently in the bottom 38% of over 250 Zacks industries, indicating potential challenges [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5] - The favorable estimate revisions trend ahead of the earnings release has resulted in a Zacks Rank 1 (Strong Buy) for Shopify, suggesting expected outperformance in the near future [6]