Company Overview - Daqo New Energy (DQ) shares increased by 14.1% to close at $28.4, with trading volume significantly higher than usual [1] - The stock has gained 4.9% over the past four weeks [1] Industry Conditions - The rally in DQ's stock reflects optimism regarding a recovery in the solar industry, driven by the Chinese government's actions to reduce overcapacity and competition, which has led to a rebound in polysilicon prices [2] Financial Performance Expectations - Daqo is expected to report a quarterly loss of $0.61 per share, which is a year-over-year increase of 33.7% [3] - Revenue is projected to be $162.3 million, down 18.2% from the same quarter last year [3] Earnings Estimate Revisions - The consensus EPS estimate for Daqo has been revised 37.8% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [4] - Trends in earnings estimate revisions are strongly linked to near-term stock price movements, suggesting potential for further strength in DQ's stock [4] Comparative Analysis - Daqo is part of the Zacks Chemical - Specialty industry, where another company, Minerals Technologies (MTX), saw a 0.4% decline in its stock price, closing at $61.63, with a return of -2.9% over the past month [5] - Minerals Technologies' EPS estimate has remained unchanged at $1.49, reflecting a year-over-year change of -1.3% [6]

Core Viewpoint - H. B. Fuller reported quarterly earnings of $1.26 per share, exceeding the Zacks Consensus Estimate of $1.24 per share, and showing an increase from $1.13 per share a year ago, indicating a positive earnings surprise of +1.61% [1] Financial Performance - The company achieved revenues of $892.04 million for the quarter ended August 2025, slightly surpassing the Zacks Consensus Estimate by 0.01%, but down from $917.93 million in the same quarter last year [2] - Over the last four quarters, H. B. Fuller has exceeded consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - H. B. Fuller shares have declined approximately 11.7% since the beginning of the year, contrasting with the S&P 500's gain of 13.2% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.26 on revenues of $905.37 million, and for the current fiscal year, it is $4.18 on revenues of $3.48 billion [7] - The outlook for the Chemical - Specialty industry, where H. B. Fuller operates, is currently in the bottom 32% of over 250 Zacks industries, which may impact the stock's performance [8]

Group 1 - The eighth China International Import Expo (CIIE) will take place in Shanghai, providing a platform for global companies to showcase new products and seek cooperation opportunities [1] - L'Oréal has participated in all seven previous expos and will present its strongest lineup of new products this year, including three Asian debut brands [1] - Evonik will debut at the new materials section of the expo, focusing on innovations in bio-based solutions, energy transformation, and circular economy [3] Group 2 - Medtronic has participated in the expo for seven consecutive years, showcasing its latest innovations in smart medical technology, including six new products this year [4] - Savencia Group views the expo as a strategic platform for collaboration and innovation in the food industry, aiming to grow alongside the Chinese market [5] - The expo will feature a new section for products from the least developed countries, enhancing opportunities for small foreign enterprises to enter the Chinese market [6]

Company Performance - Daqo New Energy reported a quarterly loss of $1.14 per share, slightly better than the Zacks Consensus Estimate of a loss of $1.16, and an improvement from a loss of $1.81 per share a year ago, representing an earnings surprise of +1.72% [1] - The company posted revenues of $75.19 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 44.88%, and a significant decline from year-ago revenues of $219.91 million [2] - Over the last four quarters, Daqo has surpassed consensus EPS estimates just once and topped consensus revenue estimates two times [2] Stock Performance and Outlook - Daqo shares have increased by approximately 22.9% since the beginning of the year, outperforming the S&P 500's gain of 9.5% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is -$0.98 on $162 million in revenues, and -$3.97 on $794.42 million in revenues for the current fiscal year [7] Industry Context - The Chemical - Specialty industry, to which Daqo belongs, is currently ranked in the bottom 30% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - The performance of Daqo's stock may also be influenced by the overall outlook for the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Company Performance - Celanese reported quarterly earnings of $1.44 per share, exceeding the Zacks Consensus Estimate of $1.38 per share, but down from $2.38 per share a year ago, indicating an earnings surprise of +4.35% [1] - The company posted revenues of $2.53 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.42%, although this is a decrease from year-ago revenues of $2.65 billion [2] - Over the last four quarters, Celanese has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Stock Performance - Celanese shares have declined approximately 30.6% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The current Zacks Rank for Celanese is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $1.77 on revenues of $2.54 billion, and for the current fiscal year, it is $5.13 on revenues of $9.85 billion [7] - The outlook for the Chemical - Specialty industry, where Celanese operates, is currently in the bottom 35% of over 250 Zacks industries, which may impact the stock's performance [8]

Core Viewpoint - Perimeter Solutions, SA reported quarterly earnings of $0.39 per share, exceeding the Zacks Consensus Estimate of $0.28 per share, and showing significant growth from $0.14 per share a year ago, indicating a strong performance in the recent quarter [1][2] Financial Performance - The company achieved revenues of $162.64 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 21.60% and increasing from $127.28 million year-over-year [2] - Over the last four quarters, Perimeter Solutions has exceeded consensus EPS estimates three times and topped revenue estimates four times [2] Stock Performance - Perimeter Solutions shares have increased approximately 23.8% since the beginning of the year, outperforming the S&P 500's gain of 7.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.77 on revenues of $261.38 million, and for the current fiscal year, it is $1.14 on revenues of $543.16 million [7] - The outlook for the Chemical - Specialty industry, where Perimeter Solutions operates, is currently in the bottom 39% of Zacks industries, which may impact stock performance [8]

Company Performance - Linde reported quarterly earnings of $4.09 per share, exceeding the Zacks Consensus Estimate of $4.03 per share, and up from $3.85 per share a year ago, representing an earnings surprise of +1.49% [1] - The company posted revenues of $8.5 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.70%, compared to revenues of $8.27 billion in the same quarter last year [2] - Linde has surpassed consensus EPS estimates in all four of the last quarters, but has only topped consensus revenue estimates once during the same period [2] Stock Performance - Linde shares have increased approximately 9.9% since the beginning of the year, outperforming the S&P 500's gain of 7.8% [3] - The stock's immediate price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $4.21 on revenues of $8.52 billion, and for the current fiscal year, it is $16.42 on revenues of $33.55 billion [7] - The estimate revisions trend for Linde was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Chemical - Specialty industry, to which Linde belongs, is currently ranked in the bottom 30% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

分组1 - Hawkins reported quarterly earnings of $1.4 per share, exceeding the Zacks Consensus Estimate of $1.33 per share, and showing a slight decrease from $1.38 per share a year ago, resulting in an earnings surprise of +5.26% [1] - The company achieved revenues of $293.27 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.38% and increasing from $255.88 million year-over-year [2] - Hawkins shares have increased approximately 30.9% year-to-date, significantly outperforming the S&P 500's gain of 8.3% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $1.19 on revenues of $278.75 million, while for the current fiscal year, the estimate is $4.28 on revenues of $1.08 billion [7] - The Zacks Industry Rank indicates that the Chemical - Specialty sector is currently in the bottom 32% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] 分组3 - The estimate revisions trend for Hawkins was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Axalta Coating Systems (AXTA) reported quarterly earnings of $0.64 per share, exceeding the Zacks Consensus Estimate of $0.61 per share, and showing an increase from $0.57 per share a year ago, resulting in an earnings surprise of +4.92% [1] - The company posted revenues of $1.31 billion for the quarter ended June 2025, which was below the Zacks Consensus Estimate by 1.33% and a decrease from $1.35 billion year-over-year [2] - Axalta's shares have declined approximately 16.1% since the beginning of the year, contrasting with the S&P 500's gain of 8.3% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.66 on revenues of $1.34 billion, and for the current fiscal year, it is $2.50 on revenues of $5.29 billion [7] - The estimate revisions trend for Axalta was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Chemical - Specialty industry, to which Axalta belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Group 1: Earnings Performance - PPG Industries reported quarterly earnings of $2.22 per share, matching the Zacks Consensus Estimate, but down from $2.5 per share a year ago [1] - The company had revenues of $4.2 billion for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 1.53%, but down from $4.79 billion year-over-year [2] - PPG Industries has surpassed consensus EPS estimates only once in the last four quarters [1] Group 2: Stock Performance and Outlook - PPG Industries shares have declined approximately 4.6% year-to-date, contrasting with the S&P 500's gain of 8.6% [3] - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $2.12 for the next quarter and $7.89 for the current fiscal year [4][7] - The Zacks Rank for PPG Industries is currently 3 (Hold), indicating expected performance in line with the market [6] Group 3: Industry Context - The Chemical - Specialty industry, to which PPG Industries belongs, is currently ranked in the bottom 40% of over 250 Zacks industries, which may negatively impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5]