Core Insights - Fastly reported revenue of $148.71 million for the quarter ended June 2025, reflecting a year-over-year increase of 12.3% [1] - The company's EPS was -$0.03, an improvement from -$0.07 in the same quarter last year, with a surprise of +40% compared to the consensus estimate of -$0.05 [1] - Fastly's revenue exceeded the Zacks Consensus Estimate of $145.07 million by 2.51% [1] Financial Performance Metrics - Fastly's enterprise customer count reached 622, surpassing the two-analyst average estimate of 600 [4] - Revenue from enterprise customers was $139.26 million, exceeding the average estimate of $135.45 million, marking a year-over-year increase of 15.4% [4] - Revenue by product included $4.5 million from Other, slightly above the average estimate of $4.47 million, $29.3 million from Security, compared to the average estimate of $29.65 million, and $114.9 million from Network Services, exceeding the average estimate of $111.21 million [4] Stock Performance - Fastly's shares have declined by 12.7% over the past month, while the Zacks S&P 500 composite increased by 0.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Nutrien reported revenue of $10.44 billion for the quarter ended June 2025, a year-over-year increase of 2.8% and an EPS of $2.65 compared to $2.34 a year ago, indicating positive growth in earnings [1] - The revenue fell short of the Zacks Consensus Estimate of $10.61 billion, resulting in a surprise of -1.62%, while the EPS exceeded expectations by +10.42% against a consensus estimate of $2.40 [1] Financial Performance Metrics - Potash sales volumes reached 3,989 KTon, surpassing the average estimate of 3,613.10 KTon [4] - Nitrogen sales volumes totaled 3,017 KTon, exceeding the average estimate of 2,947.19 KTon [4] - The average selling price per tonne for phosphate (industrial and feed) was $821.00, higher than the estimated $754.85 [4] - Retail sales (Nutrient Ag Solutions) amounted to $7.96 billion, below the estimated $8.4 billion, reflecting a -1.4% change year-over-year [4] - Nitrogen sales were reported at $1.41 billion, exceeding the average estimate of $1.25 billion, representing a +19% year-over-year change [4] - Phosphate sales were $449 million, slightly above the average estimate of $436.29 million, with a year-over-year change of -0.4% [4] - Potash sales reached $1.09 billion, surpassing the average estimate of $892.38 million, indicating a +29.8% year-over-year change [4] - Net sales for potash were $991 million, exceeding the average estimate of $794.77 million, reflecting a +31.1% year-over-year change [4] - Net sales for nitrogen were $1.26 billion, above the average estimate of $1.08 billion, representing a +22.6% change year-over-year [4] - Net sales for phosphate were $396 million, slightly below the average estimate of $418.63 million, with a +0.5% year-over-year change [4] Stock Performance - Nutrien's shares have returned -3.7% over the past month, contrasting with the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - ProAssurance reported a revenue of $271.94 million for the quarter ended June 2025, reflecting a decrease of 2.4% year-over-year, but exceeding the Zacks Consensus Estimate by 1.96% [1] - The company's EPS was $0.52, significantly higher than the $0.23 reported in the same quarter last year, resulting in an EPS surprise of 173.68% compared to the consensus estimate of $0.19 [1] Financial Performance Metrics - Net Loss Ratio was reported at 68.8%, better than the average estimate of 77% from three analysts [4] - Underwriting Expense Ratio stood at 34.8%, slightly above the average estimate of 33.9% [4] - Combined Ratio was 103.6%, outperforming the average estimate of 110.9% [4] - Net premiums earned totaled $232.41 million, surpassing the average estimate of $225.22 million, but showing a year-over-year decline of 3.1% [4] - Net investment income was $38.93 million, exceeding the average estimate of $37.5 million, with a year-over-year increase of 6.5% [4] - Equity in earnings of unconsolidated subsidiaries was $4.58 million, compared to the average estimate of $3.07 million, reflecting a 47% decrease year-over-year [4] - Other income was reported at $0.6 million, significantly lower than the average estimate of $2.68 million, marking a 71.5% decline year-over-year [4] Segment Performance - Net Premiums Earned in Specialty Property & Casualty was $179.31 million, slightly below the average estimate of $180.34 million, with a year-over-year decrease of 2.8% [4] - Net Premiums Earned in Segregated Portfolio Cell Reinsurance was $11.56 million, compared to the average estimate of $12.1 million, reflecting a 14.7% year-over-year decline [4] - Net Premiums Earned in Workers Compensation was $41.54 million, close to the average estimate of $41.61 million, showing a minor decrease of 0.5% year-over-year [4] - Net investment income in Segregated Portfolio Cell Reinsurance was $0.9 million, slightly below the average estimate of $0.91 million, with an 8.4% year-over-year decline [4] Stock Performance - ProAssurance shares returned +0.6% over the past month, underperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]

Core Insights - Mueller Water Products (MWA) reported revenue of $380.3 million for the quarter ended June 2025, reflecting a year-over-year increase of 6.6% and a surprise of +3.84% over the Zacks Consensus Estimate of $366.25 million [1] - The earnings per share (EPS) for the quarter was $0.34, slightly below the consensus estimate of $0.35, resulting in an EPS surprise of -2.86% [1] Financial Performance Metrics - Net Sales for Water Management Solutions reached $163.7 million, exceeding the two-analyst average estimate of $156 million, with a year-over-year change of +10.2% [4] - Net Sales for Water Flow Solutions amounted to $216.6 million, surpassing the $210 million average estimate, representing a year-over-year increase of +4.1% [4] - Adjusted operating income for Water Flow Solutions was reported at $60.5 million, above the average estimate of $54.5 million [4] - Adjusted operating income for Corporate was reported at -$16.1 million, compared to the average estimate of -$14 million [4] - Adjusted operating income for Water Management Solutions was $30.3 million, slightly above the estimated $30 million [4] Stock Performance - Over the past month, shares of Mueller Water Products have returned -2.2%, while the Zacks S&P 500 composite has seen a +0.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Lam Research (LRCX) reported a revenue of $5.17 billion for the quarter ended June 2025, marking a year-over-year increase of 33.6% and exceeding the Zacks Consensus Estimate of $4.99 billion by 3.64% [1] - The company achieved an EPS of $1.33, up from $0.81 a year ago, surpassing the consensus EPS estimate of $1.20 by 10.83% [1] Financial Performance Metrics - Memory revenue accounted for 41%, slightly below the average estimate of 43% from two analysts [4] - Logic/integrated device manufacturing revenue was 7%, compared to the estimated 9% [4] - Foundry revenue was 52%, exceeding the average estimate of 48.1% [4] - Customer support-related revenue and other totaled $1.73 billion, slightly below the average estimate of $1.76 billion, representing a year-over-year change of +1.9% [4] - Systems revenue reached $3.44 billion, surpassing the average estimate of $3.22 billion, with a year-over-year increase of 58.4% [4] Stock Performance - Over the past month, shares of Lam Research returned +0.3%, while the Zacks S&P 500 composite increased by +2.7% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]

Core Insights - Werner Enterprises reported revenue of $753.15 million for the quarter ended June 2025, a decrease of 1% year-over-year, with EPS at $0.11 compared to $0.17 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $736.75 million by 2.23%, while the EPS surprised by 120% against the consensus estimate of $0.05 [1] Financial Performance Metrics - Operating Ratio was reported at 91.2%, significantly better than the three-analyst average estimate of 98.3% [4] - Truckload Transportation Services had an Operating Ratio of 87.6%, compared to the average estimate of 97.2% [4] - Average trucks in service for Dedicated segment were 4,855, slightly below the two-analyst average estimate of 4,902 [4] - One-Way Truckload reported an average percentage of empty miles at 15.5%, better than the two-analyst average estimate of 15.8% [4] - Year-over-year revenue change for One-Way Truckload per total mile was +2.7%, compared to the estimated -1.4% [4] Revenue Breakdown - Werner Logistics revenues were $221.18 million, exceeding the average estimate of $204.72 million, representing a year-over-year increase of 5.9% [4] - Truckload Transportation Services' trucking fuel surcharge revenues were $55.2 million, below the average estimate of $58.43 million, reflecting a year-over-year decline of 21.1% [4] - Total revenues for Truckload Transportation Services were $517.65 million, slightly above the average estimate of $517.5 million, marking a year-over-year decrease of 3.6% [4] - Non-trucking and other revenues in Truckload Transportation Services were $11.54 million, surpassing the average estimate of $9.87 million, with a year-over-year increase of 28.8% [4] - Trucking revenues, net of fuel surcharge, were $450.9 million, slightly above the average estimate of $449.23 million, showing a year-over-year decline of 1.6% [4] - Dedicated trucking revenues, net of fuel surcharge, were $286.82 million, below the average estimate of $290.38 million, reflecting a year-over-year decrease of 0.7% [4] - One-Way Truckload trucking revenues, net of fuel surcharge, were $164.08 million, exceeding the average estimate of $156.38 million, with a year-over-year decline of 3.1% [4] Stock Performance - Werner's shares returned +4.6% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - TriCo (TCBK) reported revenue of $103.61 million for the quarter ended June 2025, marking a year-over-year increase of 5.9% and a surprise of +2.38% over the Zacks Consensus Estimate of $101.2 million [1] - The EPS for the same period was $0.84, slightly down from $0.87 a year ago, with an EPS surprise of +2.44% compared to the consensus estimate of $0.82 [1] Financial Performance Metrics - Efficiency ratio stood at 59%, better than the estimated 59.9% by analysts [4] - Net Interest Margin was reported at 3.9%, exceeding the average estimate of 3.8% [4] - Average Interest-Earning Assets totaled $8.97 billion, slightly below the two-analyst average estimate of $9.04 billion [4] - Net Interest Income reached $86.52 million, surpassing the three-analyst average estimate of $84.54 million [4] - Total Non-Interest Income was $17.09 million, compared to the average estimate of $16.42 million [4] - Gain on Sale of Loans was $0.5 million, exceeding the estimated $0.44 million by analysts [4] Stock Performance - TriCo's shares have returned +4.3% over the past month, while the Zacks S&P 500 composite has seen a +5.7% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Alphabet (GOOGL) reported $81.72 billion in revenue for Q2 2025, a year-over-year increase of 14.5% and a surprise of +2.82% over the Zacks Consensus Estimate of $79.48 billion [1] - The EPS for the quarter was $5.12, significantly higher than the $1.89 reported a year ago, resulting in an EPS surprise of +138.14% compared to the consensus estimate of $2.15 [1] Financial Performance Metrics - Total Traffic Acquisition Costs (TAC) were $14.71 billion, exceeding the average estimate of $14.1 billion [4] - Headcount increased to 187,103, surpassing the estimated 185,578 [4] - Revenue from EMEA was $28.26 billion, above the average estimate of $27.56 billion, reflecting a +14.5% year-over-year change [4] - Revenue from the United States reached $46.06 billion, compared to the average estimate of $45.12 billion, marking an +11.8% year-over-year increase [4] - Revenue from Other Americas was $5.74 billion, exceeding the average estimate of $5.5 billion, with a +16.1% year-over-year change [4] - Revenue from APAC was $16.48 billion, surpassing the estimated $15.55 billion, representing a +19.2% year-over-year increase [4] - Revenue from Google properties was $63.99 billion, above the average estimate of $62.12 billion, reflecting a +11.9% year-over-year change [4] - Google Cloud revenue was $13.62 billion, exceeding the estimate of $13.07 billion, with a +31.7% year-over-year increase [4] - YouTube ads generated $9.8 billion, surpassing the estimate of $9.52 billion, marking a +13.1% year-over-year change [4] - Google advertising revenue totaled $71.34 billion, exceeding the average estimate of $69.26 billion, reflecting a +10.4% year-over-year increase [4] - Revenue from Google Search & other was $54.19 billion, above the average estimate of $52.59 billion, representing a +11.7% year-over-year change [4] - Revenue from Google Network was $7.35 billion, slightly above the average estimate of $7.15 billion, but showing a year-over-year decline of -1.2% [4] Stock Performance - Alphabet's shares returned +14.7% over the past month, outperforming the Zacks S&P 500 composite's +5.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Philip Morris reported $10.14 billion in revenue for Q2 2025, a year-over-year increase of 7.1%, with an EPS of $1.91 compared to $1.59 a year ago, indicating positive growth despite a slight revenue miss against estimates [1] - The company’s revenue fell short of the Zacks Consensus Estimate by 1.12%, while the EPS exceeded the consensus estimate by 3.24% [1] Financial Performance - Shipment Volume for Cigarettes and HTUs totaled 194.06 billion, slightly below the average estimate of 195.25 billion [4] - Shipment Volume for EA, AU & PMI DF was 28.33 billion, surpassing the average estimate of 27.1 billion [4] - Shipment Volume for SSEA, CIS & MEA reached 95.33 billion, close to the average estimate of 95.56 billion [4] - Shipment Volume for Americas was 15.33 billion, below the average estimate of 16.46 billion [4] Geographic Revenue Breakdown - Net Revenues for EA, AU & PMI DF were $1.71 billion, slightly below the average estimate of $1.77 billion, reflecting a year-over-year change of +2.1% [4] - Net Revenues for Europe amounted to $4.23 billion, slightly below the estimated $4.26 billion, with a year-over-year increase of +11% [4] - Net Revenues for SSEA, CIS & MEA were $2.93 billion, matching the average estimate, with a year-over-year change of +5.6% [4] - Net Revenues for Americas were $1.27 billion, below the average estimate of $1.33 billion, showing a year-over-year change of +12.7% [4] Smoke-Free and Combustible Tobacco Revenue - Net Revenues from Smoke-Free Excl. W&H in SSEA, CIS & MEA were $365 million, below the average estimate of $398.54 million, with a year-over-year change of +7.7% [4] - Net Revenues from Smoke-Free Excl. W&H in EA, AU & PMI DF were $1.05 billion, slightly below the estimated $1.07 billion, reflecting a -0.2% change year-over-year [4] - Total Net Revenues from Smoke-Free Excl. W&H were $4.1 billion, below the average estimate of $4.23 billion, with a year-over-year increase of +16.3% [4] - Total Net Revenues from Combustible Tobacco were $5.98 billion, below the average estimate of $6.08 billion, with a year-over-year change of +2.1% [4] Stock Performance - Philip Morris shares have returned -2.4% over the past month, contrasting with the Zacks S&P 500 composite's +5.9% change, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - JB Hunt reported $2.93 billion in revenue for the quarter ended June 2025, showing no change year over year, with an EPS of $1.31 compared to $1.32 a year ago, indicating a slight decline in earnings [1] - The reported revenue fell short of the Zacks Consensus Estimate of $2.94 billion, resulting in a surprise of -0.54%, while the EPS also missed the consensus estimate of $1.34 by -2.24% [1] Financial Performance Metrics - Average trucks during the period were 12,689, exceeding the three-analyst average estimate of 12,624 [4] - Revenue per load for Integrated Capacity Solutions was $1,967.00, surpassing the average estimate of $1,949.26 [4] - Intermodal revenue per load was $2,738.00, below the average estimate of $2,797.39 [4] - Truckload revenue was $176.97 million, exceeding the average estimate of $163.94 million, representing a year-over-year increase of +5.3% [4] - Dedicated revenue was $846.76 million, slightly below the average estimate of $849.27 million, reflecting a -0.5% change year over year [4] - Final Mile Services revenue was $210.63 million, missing the average estimate of $219.08 million, indicating a -10.5% change year over year [4] - Integrated Capacity Solutions revenue was $260.24 million, below the average estimate of $272.18 million, representing a -3.8% year-over-year change [4] - Intermodal revenue was $1.44 billion, slightly below the average estimate of $1.45 billion, showing a +2.2% change year over year [4] - Fuel surcharge revenues were $351.86 million, missing the average estimate of $357.33 million, reflecting an -8.3% change year over year [4] - Operating revenues, excluding fuel surcharge revenues, were $2.58 billion, below the average estimate of $2.62 billion, indicating a +1.2% year-over-year change [4] - Intersegment eliminations were reported at $-4.3 million, slightly better than the average estimate of $-4.54 million, showing a year-over-year change of +19.9% [4] Stock Performance - JB Hunt shares returned +6.8% over the past month, outperforming the Zacks S&P 500 composite's +5% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]