It has been about a month since the last earnings report for Plexus (PLXS) . Shares have added about 10.4% 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 Plexus 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 Plexus Corp. before we dive into how investors and analysts have reacted as of l ...

It has been about a month since the last earnings report for TE Connectivity (TEL) . Shares have lost about 2.6% 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 TE Connectivity due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for TE Connectivity Ltd. before we dive into how investors and analyst ...

A month has gone by since the last earnings report for Alaska Air Group (ALK) . Shares have added about 8.1% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Alaska Air 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.Alaska Air Beats on Earnings in Q2ALK's second-qu ...

A month has gone by since the last earnings report for CSX (CSX) . Shares have added about 2.5% 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 CSX 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.Earnings Beat at CSX  in Q2Quarte ...

A month has gone by since the last earnings report for Amer Movil (AMX) . Shares have added about 6.6% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Amer Movil due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.America Movil's Q2 Earnings Increase Y/YAmerica Movil reported ...

A month has gone by since the last earnings report for Chubb (CB) . Shares have added about 3.5% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Chubb due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.Chubb Q2 Earnings, Revenues Top Estimates on Strong UnderwritingChubb L ...

A month has gone by since the last earnings report for Canadian National (CNI) . Shares have lost about 2.6% 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 CN 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 latest earnings report in order to get a better handle on the important drivers.Earnings Miss at Canadian ...

Core Insights - Target Corporation reported a decline in revenues and earnings for the second quarter of fiscal 2025, with revenues surpassing estimates but earnings falling short [1][3][7] - The company experienced a decrease in comparable sales, reflecting ongoing challenges in consumer demand and operational pressures, although there were sequential improvements in store traffic and digital sales [2][5] Financial Performance - Adjusted earnings per share were $2.05, missing the Zacks Consensus Estimate of $2.09 and down 20.2% from $2.57 in the prior year [3][7] - Total revenues reached $25,211 million, exceeding the Zacks Consensus Estimate of $24,911 million but declining 0.9% year-over-year [4][7] - Merchandise sales fell 1.2% to $24,719 million, while non-merchandise sales increased by 14.2% [4] Sales Metrics - Comparable sales decreased by 1.9%, with a 3.2% decline in comparable store sales offset by a 4.3% increase in comparable digital sales [5][7] - Traffic, measured by the number of transactions, dipped 1.3%, and the average transaction amount decreased by 0.6% [5] Margins and Costs - Gross margin contracted by 100 basis points to 29%, influenced by higher markdowns and purchase order cancellation costs [5] - Operating margin shrank by 120 basis points to 5.2%, compared to 6.4% in the same period last year [5] Financial Health - At the end of the second quarter, Target had cash and cash equivalents of $4,341 million and long-term debt of $15,320 million [6] - The company paid out dividends totaling $509 million during the quarter [6] Future Outlook - Target reaffirmed its fiscal 2025 guidance, expecting a low-single-digit decline in sales and adjusted earnings in the range of $7-$9 per share [9] - Shares of Target have increased by 13.3% over the past three months, contrasting with a 0.8% decline in the industry [9]

Core Viewpoint - NXP Semiconductors reported mixed financial results for Q2 2025, with earnings beating estimates but revenues declining year-over-year, raising questions about future performance leading up to the next earnings release [2][3]. Financial Performance - Q2 2025 non-GAAP earnings were $2.72 per share, exceeding the Zacks Consensus Estimate by 2.26%, but down 15% year-over-year [3]. - Total revenues for Q2 2025 were $2.93 billion, beating the Zacks Consensus Estimate of $2.90 billion by 0.9%, but down 6% year-over-year [3]. Segment Performance - Automotive segment revenues (59.1% of total) were $1.73 billion, up 0.1% year-over-year and 3% sequentially, against an estimated decline of 7.2% [4]. - Mobile segment revenues (11.3% of total) were $331 million, down 4% year-over-year and 2% sequentially, with an estimated decline of 5.7% [5]. - Communication Infrastructure & Others revenues (10.9% of total) were $320 million, down 27% year-over-year but up 2% sequentially, against an estimated decline of 9.3% [6]. - Industrial & IoT revenues (18.7% of total) were $546 million, down 11% year-over-year but up 7% sequentially, with an estimated decline of 7.2% [7]. Profitability Metrics - Non-GAAP gross profit for Q2 was $1.66 billion, down 10% year-over-year but up 4% sequentially, with a gross margin of 56.5%, contracting 210 basis points year-over-year [7]. - Non-GAAP operating income declined 13% year-over-year to $935 million, with an operating margin of 32%, down 230 basis points from the previous year [8]. Balance Sheet and Cash Flow - As of June 29, 2025, cash and cash equivalents were $3.170 billion, down from $3.988 billion as of March 30, 2025 [9]. - Long-term debt decreased to $9.479 billion from $10.226 billion in the prior quarter [9]. - Cash flow from operations was $779 million, up from $565 million in the previous quarter, leading to a non-GAAP free cash flow of $696 million [9]. Shareholder Returns - During the quarter, NXP paid dividends of $257 million and repurchased shares worth $204 million [10]. Future Guidance - For Q3 2025, NXP expects revenues between $3.05 billion and $3.25 billion, with non-GAAP earnings per share projected between $2.89 and $3.30 [11]. Market Sentiment - There has been an upward trend in estimates for NXP, indicating positive market sentiment [12]. - NXP holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [14].

Group 1 - Walmart is expected to announce its fiscal second-quarter earnings on August 21, 2025, with analysts estimating earnings at 74 cents per share and revenue at $174.25 billion, reflecting a 10% year-over-year rise in adjusted earnings and a 3% growth in sales compared to last year's figures [2][4] - The company has a current market capitalization of $800 billion, with revenue reaching $685 billion over the past twelve months, generating an operational profit of $30 billion and a net income of $19 billion [4] - Approximately one-third of Walmart's U.S. merchandise is imported, with significant cost pressures from tariffs on Chinese goods, particularly in toys and electronics, which may influence future outlook [3] Group 2 - Historical trends indicate that Walmart's stock has improved 53% of the time after earnings announcements, with a median one-day increase of 3.6% and a maximum observed growth of 7% [2][7] - Over the last five years, there have been 19 earnings data points noted, with positive one-day returns occurring about 53% of the time, increasing to 64% when examining the last three years [7] - A strategy analyzing the correlation between short-term and medium-term returns after earnings can provide a competitive advantage for traders, particularly if the 1D post-earnings return is positive [8]