Company Performance - Steel Dynamics (STLD) closed at $135.07, down 1.67% from the previous trading session, underperforming the S&P 500's loss of 0.33% [1] - The stock has increased by 4.19% over the past month, outperforming the Basic Materials sector's gain of 1.87% and the S&P 500's gain of 4.07% [1] Upcoming Earnings - The upcoming earnings report for Steel Dynamics is expected on July 21, 2025, with projected EPS of $2.04, reflecting a 25.00% decrease compared to the same quarter last year [2] - Revenue is anticipated to be $4.67 billion, indicating a 0.76% increase from the same quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $9.67 per share, showing a decline of 1.73%, while revenue is expected to reach $18.28 billion, representing a growth of 4.22% from the previous year [3] Analyst Estimates and Rankings - Recent changes in analyst estimates for Steel Dynamics suggest a shifting business landscape, with positive changes indicating analyst optimism regarding profitability [3] - The Zacks Rank system currently rates Steel Dynamics at 3 (Hold), with the consensus EPS estimate decreasing by 4.94% over the last 30 days [5] Valuation Metrics - Steel Dynamics has a Forward P/E ratio of 14.21, which is higher than the industry's Forward P/E of 13.46 [6] - The company has a PEG ratio of 1.07, compared to the Steel - Producers industry's average PEG ratio of 1 [6] Industry Context - The Steel - Producers industry is part of the Basic Materials sector and holds a Zacks Industry Rank of 149, placing it in the bottom 40% of over 250 industries [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1, indicating the competitive landscape within the industry [7]

The second-quarter 2025 earnings season will kick off next week, with banking sector players due to report numbers. The overall picture ahead of this reporting cycle is one of continued resilience and a steadily improving outlook.Total S&P 500 earnings are expected to be up 4.9% from the year-ago period on 3.9% higher revenues, per the latest Earnings Trends report. While negative revisions to Q2 estimates have stabilized in recent weeks, estimates for the period have been under significant pressure relativ ...

EDF group governance changes EDF group is set to play a major role in France’s nuclear revival, through the EPR2 program, and the revitalization of investments in hydropower. To meet these structural challenges in support of our country’s energy and industrial sovereignty—with a constant focus on safety, security and health—the Group is adapting its governance and strengthening the efficiency of its organization. Jean Casabianca, general inspector for Nuclear Safety and Radiation Protection (IGSNR), report ...

Company Overview - Cleveland-Cliffs closed at $8.49, reflecting a -3.74% change from the previous trading session, underperforming the S&P 500's loss of 0.79% [1] - Prior to this trading day, shares had increased by 16.05%, outperforming the Basic Materials sector's gain of 4.52% and the S&P 500's gain of 5.22% [1] Earnings Expectations - The upcoming earnings report is scheduled for July 21, 2025, with an expected EPS of -$0.65, indicating a significant decline of 690.91% compared to the same quarter last year [2] - Revenue is projected to be $4.94 billion, reflecting a 2.91% decrease from the year-ago quarter [2] Annual Performance Estimates - For the annual period, the Zacks Consensus Estimates predict an EPS of -$1.83 and revenue of $19.49 billion, representing declines of -150.68% and a slight increase of +1.6%, respectively [3] - Recent adjustments to analyst estimates may indicate changing business dynamics, with positive revisions suggesting optimism about the company's outlook [3] Stock Performance and Rankings - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has shown a strong track record, with 1 rated stocks delivering an average annual return of +25% since 1988 [5] - Cleveland-Cliffs currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate decreasing by 12.62% over the last 30 days [5] Industry Context - The Steel - Producers industry, part of the Basic Materials sector, holds a Zacks Industry Rank of 90, placing it in the top 37% of over 250 industries [6] - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [6]

Core Insights - Mission Produce Inc. is addressing inflation and avocado oversupply through operational flexibility and strategic diversification [1][8] - The company is investing in long-term resilience by optimizing its distribution and focusing on high-growth categories like blueberries and mangoes [2] - AVO's margin outlook shows cautious optimism with sequential improvements in Q2, driven by better asset utilization and potential stabilization of input costs [3] Company Strategy - Mission Produce is leveraging a vertically integrated supply chain, particularly in Peru, Colombia, and Guatemala, to mitigate procurement risks and maintain fruit availability [1] - The company has closed underperforming facilities, especially in Canada, to enhance cost efficiency [2] - Technology initiatives like AvoIntel are being utilized to optimize pricing strategies and respond to market fluctuations [2] Competitive Landscape - Mission Produce faces competition from Calavo Growers, Inc. and Fresh Del Monte Produce Inc., both of which are implementing strategies to manage inflation and supply chain disruptions [4] - Calavo is streamlining operations and focusing on margin efficiency through its "Project Uno" transformation plan [5] - Fresh Del Monte is investing in agri-tech and optimizing its product mix to maintain steady margins despite pricing pressures [6] Financial Performance - AVO shares have increased by 23.5% over the last three months, outperforming the industry growth of 7.5% [7] - The company trades at a forward price-to-earnings ratio of 23.77X, above the industry average of 17.68X [9] - The Zacks Consensus Estimate indicates a year-over-year earnings decline of 20.3% for fiscal 2025 and 2026, with estimates remaining unchanged [10]

Core Insights - Mission Produce's expansion into Europe is part of a global strategy focused on diversification and operational efficiency, aiming to reduce reliance on North America and ensure year-round supply [1][7] - The company reported strong first-quarter 2025 results, achieving record revenues and growth in core categories like avocados and blueberries, indicating its capacity to support geographic expansion [2][7] - The European market presents logistical challenges and competitive pressures, with established players and varying consumer preferences, which could complicate Mission Produce's strategy [3][4][5] Financial Performance - Mission Produce's shares increased by 19.5% over the last three months, while the industry saw a growth of 30.1% [6] - The company trades at a forward price-to-earnings ratio of 23.59X, significantly higher than the industry average of 16.71X, indicating a premium valuation [8] - The Zacks Consensus Estimate predicts a year-over-year earnings decline of 20.3% for both fiscal 2025 and 2026, with estimates remaining unchanged over the past week [9][10]

And today, President Trump unveiling a trade framework with Vietnam. Joining us now is US Agriculture Secretary Brooke Rollins. Madam Secretary, thank you for joining us on on the big beautiful bill.The Farm Bureau came out in in support. I know there's there's a lot to like in it for farmers, crop insurance, expensing of farm equipment, but it also does cut the SNAP food stamps program, federal program. So, how does it all net out for agriculture.First of all, thanks so much for having me back. It's it's g ...

Astral Foods, one of South Africa’s biggest poultry producers by revenue, will start vaccinating chickens against bird flu after getting approval from the nation’s agriculture department https://t.co/1bNgj9whwq ...

Nucor (NUE) ended the recent trading session at $129.54, demonstrating a -1.44% change from the preceding day's closing price. This change lagged the S&P 500's 0.52% gain on the day. On the other hand, the Dow registered a gain of 0.63%, and the technology-centric Nasdaq increased by 0.48%. Heading into today, shares of the steel company had gained 20.18% over the past month, outpacing the Basic Materials sector's gain of 2.15% and the S&P 500's gain of 4.27%.The upcoming earnings release of Nucor will be o ...

Power producer Globeleq said its $300-million Red Sands project in South Africa, that will be the biggest standalone battery energy storage system on the continent, has reached commercial close https://t.co/ixperNeJb3 ...