It has been about a month since the last earnings report for Kraft Heinz (KHC) . Shares have added about 0.7% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Kraft Heinz due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.Kraft Heinz Q2 Earnings Beat, Organic Sales D ...

It has been about a month since the last earnings report for Automatic Data Processing (ADP) . Shares have lost about 1.7% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is ADP due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.ADP's ...

It has been about a month since the last earnings report for DexCom (DXCM) . Shares have lost about 7% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is DexCom due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.DexCom Q2 Earnings Beat & ...

Core Viewpoint - WEX reported strong Q2 2025 earnings, with both earnings and revenues exceeding estimates, despite some declines in specific segments [2][4][6]. Financial Performance - Adjusted earnings per share for Q2 2025 were $3.95, surpassing the Zacks Consensus Estimate by 7.1% and showing a year-over-year increase of 1.02% [2]. - Revenues for the quarter totaled $659.6 million, beating the consensus estimate by 0.9%, but reflecting a decline of 2.06% compared to the previous year [2]. Segmental Performance - The Mobility segment's revenues decreased by 3.7% year-over-year to $346.2 million, falling short of the estimate of $354.4 million [3]. - The Corporate Payments segment reported revenues of $118.3 million, down 34.2% from Q2 2024, missing the estimate of $119 million [3]. - The Benefits segment saw a significant increase in revenues, up 45.5% year-over-year to $195.1 million, exceeding the estimate of $185.5 million [3]. Operating Results - Adjusted operating income declined by 11.3% to $243 million compared to the previous year, but exceeded the estimate of $223.2 million [4]. - The adjusted operating income margin was 36.8%, surpassing the estimate of 33.9%, although it declined by 390 basis points year-over-year [4]. Balance Sheet & Cash Flow - WEX ended the quarter with cash and cash equivalents of $772.6 million, an increase from $595.8 million at the end of December 2024 [5]. - Long-term debt stood at $3.9 billion, significantly higher than $595.8 million at the end of December 2024 [5]. - The company utilized $264.6 million in cash from operating activities during the quarter, with adjusted free cash flow of $194.3 million and capital expenditures totaling $34.6 million [5]. Future Outlook - For Q3 2025, WEX expects revenues between $669 million and $689 million, with adjusted net income projected between $4.30 and $4.50 per share [6]. - For the full year 2025, revenues are anticipated to be between $2.61 billion and $2.65 billion, with adjusted net income expected between $15.37 and $15.77 per share [6]. Estimate Trends - Following the earnings release, there has been an upward trend in estimates, with the consensus estimate shifting by 5.56% [7]. Investment Scores - WEX holds an average Growth Score of C and a similar score for momentum, but has an A grade for value, placing it in the top 20% for this investment strategy [9]. - The overall aggregate VGM Score for WEX is B, indicating a favorable investment outlook [9]. General Outlook - The upward trend in estimates and the magnitude of revisions suggest a promising outlook for WEX, which currently holds a Zacks Rank 2 (Buy) [10].

Core Viewpoint - Quest Diagnostics has shown a positive performance with an 8.2% increase in shares since the last earnings report, outperforming the S&P 500, raising questions about the sustainability of this trend leading up to the next earnings release [1] Financial Performance - In Q2 2025, Quest Diagnostics reported adjusted earnings per share of $2.62, exceeding the Zacks Consensus Estimate by 1.9% and up 11.5% from the previous year [2] - GAAP earnings were $2.47 per share, reflecting a 21.7% increase year-over-year [3] - Revenues for Q2 rose 15.2% year-over-year to $2.76 billion, surpassing the Zacks Consensus Estimate by 1.5% [4] - Diagnostic Information Services revenues increased by 15.7% year-over-year to $2.70 billion, exceeding projections [4] - Volumes measured by requisitions increased by 16.3% year-over-year, while revenue per requisition decreased by 0.4% [5] Margin Analysis - The cost of services was $1.82 billion, up 14.1% year-over-year, with gross profit at $943 million, up 17.3% [6] - Gross margin improved to 34.2%, an increase of 61 basis points [6] - SG&A expenses rose to $486 million, up 16.8% from the previous year, with an adjusted operating margin of 14.6%, representing a 37 basis points expansion [6] Financial Position - At the end of Q2 2025, cash and cash equivalents were $319 million, up from $188 million at the end of Q1 [7] - Cumulative net cash from operating activities was $858 million, compared to $514 million in the same period last year [7] - The company has a five-year annualized dividend growth rate of 7.31% [7] 2025 Guidance - Quest Diagnostics updated its full-year 2025 revenue outlook to a range of $10.80 billion to $10.92 billion, indicating a year-over-year increase of 9.4% to 10.6% [8] - Adjusted earnings per share guidance was revised to a range of $9.63 to $9.83 [8] Estimate Trends - Estimates for the company have trended downward over the past month, indicating a potential shift in market expectations [10][12] - The stock currently holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [12] VGM Scores - Quest Diagnostics has a Growth Score of B, a Momentum Score of F, and a Value Score of B, resulting in an aggregate VGM Score of B [11]

Core Viewpoint - Amphenol's shares have increased by approximately 12.1% since the last earnings report, outperforming the S&P 500, raising questions about the sustainability of this positive trend leading up to the next earnings release [1] Group 1: Earnings Report and Estimates - Fresh estimates for Amphenol have trended upward over the past month, with the consensus estimate shifting by 20.03% [2] - The recent earnings report indicates that the stock has a Zacks Rank of 1 (Strong Buy), suggesting expectations for above-average returns in the coming months [4] Group 2: VGM Scores - Amphenol has a Growth Score of B, but it is lagging in Momentum Score with an F, and has a Value Score of D, placing it in the bottom 40% for that investment strategy [3] - The overall aggregate VGM Score for Amphenol is D, which is relevant for investors not focused on a single strategy [3]