Core Insights - Brighthouse Financial, Inc. (BHF) reported second-quarter 2025 adjusted earnings of $3.43 per share, missing the Zacks Consensus Estimate by 27% and reflecting a year-over-year decline of 38.4% [1][9] - The lower-than-expected results were attributed to reduced premiums and lower net investment income, although total expenses decreased significantly [1][9] Financial Performance - Total operating revenues for the quarter were $2.2 billion, down 2.9% year over year, primarily due to lower universal life and investment-type product policy fees and net investment income, missing the consensus estimate by 2.1% [2] - Premiums amounted to $166 million, an 8.3% decrease year over year, falling short of the Zacks consensus estimate of $200 million [2] - Adjusted net investment income was $1.3 billion, down 1.8% year over year, mainly due to lower income from alternative investments, with an investment income yield of 4.28% [3] - Total expenses were $778 million, a nearly 45% decrease from $1.4 billion year over year, which partially offset the revenue decline [3] Segment Performance - Annuities generated an adjusted operating income of $332 million, remaining flat year over year, with annuity sales increasing 8.4% to $2.6 billion, driven by stronger fixed annuity sales [4] - Life insurance segment reported an adjusted operating loss of $26 million compared to earnings of $42 million in the prior year, with life insurance sales increasing 17.8% quarter over quarter to $33 million [5] - The Run-off segment recorded an adjusted operating loss of $83 million, wider than the previous year's loss of $30 million, while Corporate & Other had an adjusted operating loss of $25 million compared to earnings of $2 million in the prior year [6] Financial Position - Cash and cash equivalents increased by 24.7% year over year to $5.5 billion, while shareholders' equity rose 37% to $5.7 billion [7] - Book value per share, excluding accumulated other comprehensive income, was $144.09 as of June 30, 2025, reflecting a 12.3% year-over-year increase [7] - Statutory combined total adjusted capital was $5.6 billion as of June 30, 2025, up 3.7% year over year [7] - The estimated combined risk-based capital ratio was in the range of 405-425% as of June 30, 2025 [8] Share Buyback Program - Brighthouse Financial repurchased shares worth $43 million in the second quarter of 2025, bringing the year-to-date total to $102 million [10]

Core Insights - EnerSys reported adjusted earnings of $2.08 per share for Q1 fiscal 2026, exceeding the Zacks Consensus Estimate of $2.05, marking a 5% year-over-year increase [1] - The company's net sales reached $893 million, surpassing the consensus estimate of $849 million, with a year-over-year growth of 4.7% driven by data center and communications markets, as well as the Bren-Tronics acquisition [2] Financial Performance - The Energy Systems segment generated sales of $391.4 million, accounting for 43.9% of total sales, reflecting an 8.4% year-over-year increase, outperforming the consensus estimate of $375 million [3] - The Motive Power segment's sales were $349.1 million, representing 39.3% of total sales, down 4.7% year-over-year, with a volume decline of 7% [4] - The Specialty segment reported sales of $148.5 million, accounting for 16.8% of total sales, up 18.1% year-over-year, benefiting from the Bren-Tronics acquisition [5] Margin Analysis - EnerSys' cost of sales increased by 5.7% year-over-year to $566.1 million, while gross profit rose by 6.2% to $253.2 million, resulting in a gross margin increase of 40 basis points to 28.4% [6] - Operating expenses increased by 14% year-over-year to $160.9 million, leading to a 5.3% decrease in operating earnings to $86.5 million, with the operating margin down 100 basis points to 9.7% [6] Balance Sheet and Cash Flow - As of the end of Q1 fiscal 2026, EnerSys had cash and cash equivalents of $346.7 million, slightly up from $343.1 million at the end of fiscal 2025, while long-term debt rose to $1.27 billion from $1.08 billion [7] - The company generated net cash of $1 million from operating activities in the first three months of fiscal 2026, down from $10.4 million in the same period last year, with capital expenditure totaling $33 million [8] Guidance - For Q2 fiscal 2026, EnerSys expects adjusted earnings to be in the range of $2.33 to $2.43 per share, indicating a growth of 26% at the mid-point, with net sales projected between $870 million and $910 million [10][11]

Core Insights - Alliant Energy Corporation (LNT) reported second-quarter 2025 operating earnings of 68 cents per share, exceeding the Zacks Consensus Estimate of 62 cents by 9.7% and reflecting a 19.3% increase from the previous year's figure of 57 cents [1][8] - Revenues for the quarter totaled $961 million, falling short of the Zacks Consensus Estimate of $987 million by 2.7%, but representing a 7.5% increase from the year-ago quarter's revenue of $894 million [2][8] - Operating income surged 71.5% year-over-year, driven by a decrease in total operating expenses, which amounted to $738 million, down 3.4% from $764 million in the prior year [3][8] Financial Performance - Total utility electric sales reached 7,767 thousand megawatt-hours, marking a 0.8% increase from the year-ago quarter, while total utility gas sold and transported was 33,273 thousand dekatherms, down 4.5% year-over-year [4] - As of June 30, 2025, cash and cash equivalents stood at $329 million, a significant increase from $81 million as of December 31, 2024, while long-term debt rose to $9.64 billion from $8.68 billion during the same period [5] - Cash flow from operating activities in the first half of 2025 totaled $492 million, compared to $562 million in the prior year [5] Guidance and Outlook - Alliant Energy reaffirmed its 2025 earnings guidance in the range of $3.15-$3.25 per share, with the Zacks Consensus Estimate for earnings at $3.21 per share, slightly above the midpoint of the company's guidance [6]

Core Insights - Consolidated Edison, Inc. (ED) reported second-quarter 2025 adjusted earnings of 67 cents per share, exceeding the Zacks Consensus Estimate of 66 cents by 1.5% and improving 13.6% from 59 cents in the prior-year quarter [1][9] - Total operating revenues for the quarter reached $3.60 billion, surpassing the Zacks Consensus Estimate of $3.39 billion by 6.2% and increasing 11.6% from $3.22 billion in the year-ago quarter [3][9] Revenue Breakdown - Electric revenues totaled $2.78 billion, an increase of 8.9% from $2.55 billion in the prior-year quarter [3] - Gas revenues amounted to $711 million, surging 22.2% from $582 million in the year-ago quarter [4] - Steam revenues reached $106 million, rising 20.5% from $88 million in the prior-year quarter [4] - Non-utility revenues were $1 million, compared to none in the year-earlier quarter [4] Operating Performance - Total operating expenses increased 11.7% year over year to $3.24 billion [5] - Operating income for the second quarter rose 10.9% year over year to $355 million [6] Financial Position - Cash and temporary cash investments as of June 30, 2025, were $1.51 billion, up from $1.32 billion as of December 31, 2024 [7] - Long-term debt stood at $24.66 billion as of June 30, 2025, slightly up from $24.65 billion at the end of 2024 [7] - Cash from operating activities for the first six months of 2025 was $2.82 billion, compared to $1.91 billion in the prior year [7] Guidance - Consolidated Edison reaffirmed its 2025 EPS guidance in the range of $5.50-$5.70, aligning with the prior forecast [10]

Core Insights - Plains All American Pipeline, L.P. (PAA) reported second-quarter 2025 adjusted earnings of 36 cents per unit, exceeding the Zacks Consensus Estimate of 30 cents by 20% and up from 31 cents in the same quarter last year [1][8] PAA's Total Revenues - Net sales for the quarter were $10.64 billion, missing the Zacks Consensus Estimate of $12.05 billion by 11.7% and down 16.6% from $12.76 billion in the year-ago quarter [2] Highlights of PAA's Earnings Release - Total costs and expenses were $10.4 billion, a decrease of 16.3% year over year, attributed to lower purchases and related costs [3] - Net interest expenses rose to $133 million, an increase of 19.8% from the prior-year quarter [3] - The company agreed to divest substantially all of its NGL business for approximately $3.75 billion, with expected closing in Q1 2026, pending regulatory approval [3] PAA's Segmental Performance - The Crude Oil segment's adjusted EBITDA was $580 million, up 0.7% from the year-ago quarter, driven by higher tariff volumes and contributions from recent acquisitions, though offset by fewer market opportunities and lower commodity prices [4] Financial Update - As of June 30, 2025, cash and cash equivalents were $459 million, up from $348 million as of December 31, 2024 [6] - Long-term debt increased to $8.21 billion from $7.21 billion as of December 31, 2024, with long-term debt-to-total book capitalization rising to 46% from 42% [6] PAA's 2025 Guidance - For 2025, PAA expects adjusted EBITDA to be in the range of $2.80-$2.95 billion and adjusted free cash flow anticipated at $870 million, excluding changes in assets and liabilities [7][9]

Core Insights - Datadog reported a non-GAAP EPS of 46 cents for Q2 2025, a 7% increase year-over-year, exceeding the Zacks Consensus Estimate by 12.20% [1] - The company's net revenues reached $826.8 million, reflecting a year-over-year growth of 28.1% and surpassing the consensus estimate by 4.55% [1] Customer Metrics - Datadog ended Q2 2025 with 31,400 customers, an increase from approximately 28,700 in the same period last year [2] - The company had 3,850 customers with an annualized run rate (ARR) of $100,000 or more, up from about 3,390 year-over-year, contributing to 89% of total ARR [2] - 83% of customers utilized two or more products, while 52% used four or more products, an increase from 49% in the previous year [3] - The trailing 12-month net revenue retention rate was approximately 120%, up from the mid-110% range in the prior year [3] Financial Performance - Datadog's adjusted gross margin contracted by 110 basis points year-over-year to 80.9% [4] - Research and development expenses grew by 45.5% year-over-year to $263.2 million, representing 31.8% of revenues, an increase of 380 basis points [4] - Sales and marketing expenses rose 27.4% year-over-year to $200 million, accounting for 24.2% of revenues, a slight contraction of 10 basis points [4] - General and administrative expenses increased by 22.9% year-over-year to $41.9 million, making up 5.1% of revenues, a decrease of 20 basis points [5] - Non-GAAP operating income was reported at $164.1 million, a 4.2% increase year-over-year, but the non-GAAP operating margin shrank by 460 basis points to 19.8% [5] Cash Flow and Balance Sheet - As of June 30, 2025, Datadog had cash, cash equivalents, and marketable securities totaling $3.9 billion, down from $4.4 billion as of March 31, 2025 [6] - Operating cash flow for the quarter was $200 million, a decrease from $272 million in the previous quarter [6] - Free cash flow was reported at $165 million, compared to $244 million in the prior quarter [6] Guidance - For Q3 2025, Datadog anticipates revenues between $847 million and $851 million, with non-GAAP EPS expected in the range of 44-46 cents [9] - For the full year 2025, the company projects revenues between $3.312 billion and $3.322 billion, with non-GAAP EPS expected to be between $1.80 and $1.83 [9]

For the quarter ended June 2025, Epam (EPAM) reported revenue of $1.35 billion, up 18% over the same period last year. EPS came in at $2.45, compared to $2.45 in the year-ago quarter.The reported revenue represents a surprise of +1.53% over the Zacks Consensus Estimate of $1.33 billion. With the consensus EPS estimate being $2.61, the EPS surprise was -6.13%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to ...

EARNINGS RELEASE 2nd QUARTER 2025 August 8th, 2025 ATACADISTA TSS EBITDA MARGIN ADVANCES +0.3 p.p. Increase in gross profit and expenses dilution Sales Expansion Guidance: 10 stores in 2025 and 10 stores in 2026 August: 1 new stores in SP Net Income Leverage EBITDA Marq Cash Generation Guidance 2025: ~2.6x 2 Gross Revenue: R$ 21 bn (+7.2%) 'Same Store' Sales: +4.6% ● Market share stability ● Pre-IFRS16: 264M (+60%) ● ● Post-IFRS16: 219M (+78%) Operational efficiency, despite ● the high interest rate -3.17x, ...

For the quarter ended June 2025, CarGurus (CARG) reported revenue of $234.03 million, up 7% over the same period last year. EPS came in at $0.57, compared to $0.41 in the year-ago quarter.The reported revenue represents a surprise of +0.57% over the Zacks Consensus Estimate of $232.7 million. With the consensus EPS estimate being $0.54, the EPS surprise was +5.56%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectati ...

Core Insights - Globus Medical reported revenue of $745.34 million for the quarter ended June 2025, marking an 18.4% year-over-year increase and exceeding the Zacks Consensus Estimate of $741.7 million by 0.49% [1] - The company's EPS for the same period was $0.86, up from $0.75 a year ago, and also surpassed the consensus EPS estimate of $0.76 by 13.16% [1] Revenue Breakdown - International revenues reached $144.56 million, exceeding the average estimate of $140.52 million, reflecting an 11% year-over-year increase [4] - U.S. revenues totaled $600.78 million, surpassing the average estimate of $586.71 million, with a year-over-year growth of 20.3% [4] Product Category Performance - Net sales from Enabling Technologies were $35.16 million, below the five-analyst average estimate of $37.43 million, representing a decline of 4.4% year-over-year [4] - Net sales from Musculoskeletal Solutions amounted to $710.18 million, exceeding the average estimate of $679.67 million, with a year-over-year increase of 19.8% [4] Stock Performance - Shares of Globus Medical have declined by 7.8% over the past month, contrasting with the Zacks S&P 500 composite's increase of 1.2% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]