The nuclear-savvy builder's stock fell more than 25%. Can it recover?Shares of diversified construction and engineering company Fluor (FLR 1.22%) plunged 25% after it reported disappointing Q2 earnings numbers and lowered its guidance on Aug. 1.Fluor's stock had a rocky start to the year. And just when it had finally climbed out of the hole, the Q2 earnings report sent shares reeling.Can it get back on track?A rough second quarterAnalysts were expecting Q2 revenue of around $4.7 billion and per-share earnin ...

It has been about a month since the last earnings report for Molina (MOH) . Shares have added about 9.2% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Molina due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Molina Healthcare, Inc before we dive into how investors and analysts have reacted ...

It has been about a month since the last earnings report for Meritage Homes (MTH) . Shares have added about 5.4% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Meritage 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.Meritage Ho ...

A month has gone by since the last earnings report for O'Reilly Automotive (ORLY) . Shares have added about 4.8% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is O'Reilly Automotive 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 latest earnings report in order to get a better handle on the important catalysts.O'Rei ...

It has been about a month since the last earnings report for Thermo Fisher Scientific (TMO) . Shares have added about 1.8% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Thermo Fisher due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Thermo Fisher Scientific Inc. before we dive into how invest ...

It has been about a month since the last earnings report for General Dynamics (GD) . Shares have added about 0.7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is General Dynamics due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for General Dynamics Corporation before we dive into how investors and analysts have reacted as of late ...

A month has gone by since the last earnings report for Alphabet (GOOGL) . Shares have added about 3.9% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Alphabet 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.Alphabet Q2 Earnings ...

Financial Data and Key Metrics Changes - Net income for Q2 2025 was $45 million or $0.89 per share, compared to $39.3 million or $0.78 per share in Q2 2024, representing a year-over-year increase of 14.3% in net income [4] - Year-to-date net income for the 26-week period ended August 2, 2025, was $80.2 million or $1.59 per share, up from $74.1 million or $1.48 per share in the prior year [4] - Net sales for Q2 2025 increased by 8.3% to $305.7 million compared to $282.4 million in Q2 2024 [4] - Year-to-date net sales increased by 6.1% to $577.9 million compared to $544.9 million in the prior year [4] Business Line Data and Key Metrics Changes - Women's merchandise sales increased by approximately 18.5%, representing about 47.5% of total sales, up from 43.5% last year [11] - Men's merchandise sales grew by about 1.5%, accounting for approximately 52.5% of total sales, down from 56.5% in the prior year [12] - Kids' business saw a significant increase of approximately 23% year-over-year, growing to about 4.5% of total business for the quarter [14] - Private label sales represented 43.5% of total sales, up from 43% in the prior year [14] Market Data and Key Metrics Changes - Online sales increased by 17.7% to $43.6 million in Q2 2025 [4] - Comparable store sales for the quarter increased by 7.3% compared to the same period last year [4] - Average unit retail (AUR) for women's products increased by about 5% from $43.15 to $45.35 [12] Company Strategy and Development Direction - The company continues to focus on customer-centric buying strategies, which have resulted in strong guest responses and double-digit growth in most categories [12] - The strategy includes evolving the denim category, which has been a significant driver of sales growth [11] - The company plans to open four additional new stores and complete 12 more full remodeling projects for the remainder of the year [9] Management's Comments on Operating Environment and Future Outlook - Management expressed satisfaction with the growth in merchandise margins despite a deceleration compared to the previous quarter, attributing it to strong full-price selling [20] - The company is experiencing low to mid-single-digit cost increases due to tariffs, with some vendors showing no increase at all [22] - Management noted that occupancy expenses increased due to new store openings and remodels, impacting overall margins [24] Other Important Information - Gross margin for Q2 2025 was 47.4%, a 50 basis point increase from 46.9% in Q2 2024 [5] - Selling, general, and administrative expenses for the quarter were 29% of sales, down from 29.8% in the prior year [6] - The company ended the quarter with $142.5 million in inventory, up 8.4% from the same time last year [8] Q&A Session Summary Question: Can you elaborate on the merchandise margin expansion? - Management indicated that the growth in merchandise margins was due to strong full-price selling, although the rate of growth decelerated compared to Q1 [20] Question: What are the drivers behind the occupancy expense increase? - The increase in occupancy expense was attributed to new store openings and remodels, which led to higher base rent and percentage rent due to strong sales performance [24] Question: Is the 65 basis points from nonrecurring digital investments just a one-time effect? - Management confirmed that the impact from nonrecurring digital investments will also flow into Q3, as efforts to improve the online experience began in Q1 and continued into Q2 [29]

Key Takeaways ZTO Express Q2 EPS of 35 cents fell year over year, while revenues of $1.65 billion rose.ZTO cut 2025 parcel volume forecast to 38.8-40.1 billion from the prior 40.8-42.2 billion.ZTO's second-quarter 2025 gross margin rate fell to 24.9% from 33.8% in the year-ago period.ZTO Express (ZTO) reported second-quarter 2025 earnings of 35 cents per share, which declined from the year-ago quarter. Total revenues of $1.65 billion improved year over year.Based on current market and operating conditions, ...

Key Takeaways ZIM posted Q2 EPS of 19 cents, missing estimates and declining 93.8% year over year.Q2 revenues declined 15.3% to $1.63 billion, owing to the decrease in freight rates and carried volume.ZIM raised its 2025 adjusted EBITDA forecast to $1.8-$2.2 billion, from its prior view of $1.6-$2.2 billion.ZIM Integrated Shipping Services Ltd. (ZIM) ) reported disappointing second-quarter 2025 results, wherein both earnings and revenues missed the Zacks Consensus Estimate.Quarterly earnings of 19 cents per ...