Dow Inc. (DOW) came out with a quarterly loss of $0.19 per share versus the Zacks Consensus Estimate of a loss of $0.31. This compares to earnings of $0.47 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +38.71%. A quarter ago, it was expected that this materials science would post a loss of $0.11 per share when it actually produced a loss of $0.42, delivering a surprise of -281.82%.Over the last four quarters, the company has ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? DuPont de Nemours (DD) , which belongs to the Zacks Chemical - Diversified industry, could be a great candidate to consider.This specialty chemicals maker has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 7.04%.For the most re ...

Core Viewpoint - Johnson Matthey PLC (JMPLY) is currently outperforming its peers in the Basic Materials sector, with a year-to-date return of approximately 66.4%, significantly higher than the sector average of 25.5% [4]. Company Performance - Johnson Matthey PLC is ranked 2 (Buy) in the Zacks Rank system, which focuses on earnings estimates and revisions to identify stocks with improving earnings outlooks [3]. - Over the past 90 days, the Zacks Consensus Estimate for JMPLY's full-year earnings has increased by 7.1%, indicating improved analyst sentiment and a stronger earnings outlook [4]. - The company is part of the Chemical - Diversified industry, which has an average year-to-date loss of 16.5%, further highlighting JMPLY's strong performance relative to its industry [6]. Industry Context - The Basic Materials sector, which includes 242 individual stocks, is currently ranked 11 in the Zacks Sector Rank [2]. - Alamos Gold (AGI), another stock in the Basic Materials sector, has also shown strong performance with a year-to-date return of 88.4% and a Zacks Rank of 1 (Strong Buy) [5]. - The Mining - Gold industry, to which Alamos Gold belongs, is ranked 48 and has experienced a year-to-date increase of 124.4% [6].

Core Viewpoint - The comparison between Avient (AVNT) and Air Liquide (AIQUY) indicates that Avient currently offers better value for investors based on its stronger earnings outlook and more attractive valuation metrics [1][3][7] Valuation Metrics - Avient has a forward P/E ratio of 12.55, significantly lower than Air Liquide's forward P/E of 28.86, suggesting that Avient is undervalued relative to its earnings potential [5] - The PEG ratio for Avient is 1.22, while Air Liquide's PEG ratio is 2.55, indicating that Avient's expected earnings growth is more favorable [5] - Avient's P/B ratio stands at 1.36 compared to Air Liquide's P/B of 4.18, further supporting the notion that Avient is more attractively priced [6] Earnings Estimate Revisions - Avient has a Zacks Rank of 2 (Buy), reflecting positive earnings estimate revisions, while Air Liquide holds a Zacks Rank of 3 (Hold), suggesting a less favorable earnings outlook [3][7] - The stronger estimate revision activity for Avient positions it as a more appealing option for value investors [7] Value Grades - Avient has received a Value grade of A, whereas Air Liquide has a Value grade of D, highlighting the relative undervaluation of Avient [6]

Company Overview - Galiano Gold (GAU) is part of the Basic Materials sector, which includes 236 individual stocks and currently holds a Zacks Sector Rank of 15 [2] - Galiano Gold has a Zacks Rank of 2 (Buy), indicating strong analyst sentiment and an improving earnings outlook [3] Performance Metrics - Year-to-date, Galiano Gold has gained approximately 98.4%, significantly outperforming the Basic Materials group average gain of 20.4% [4] - The consensus estimate for GAU's full-year earnings has increased by 15.9% over the past quarter, reflecting stronger analyst sentiment [3] Industry Context - Galiano Gold belongs to the Mining - Gold industry, which includes 39 companies and currently ranks 143 in the Zacks Industry Rank; this industry has gained an average of 100.5% year-to-date, indicating that GAU is slightly underperforming its industry [5] - Another stock in the Basic Materials sector, Johnson Matthey PLC (JMPLY), has also outperformed the sector with a year-to-date return of 59.3% [4][6]

Core Viewpoint - Cabot's recent earnings report shows a mixed performance with adjusted earnings beating estimates but net sales missing expectations, indicating potential challenges ahead for the company [2][3][7]. Financial Performance - For Q3 fiscal 2025, Cabot reported earnings of $1.86 per share, down from $1.94 in the same quarter last year, while adjusted earnings were $1.90, slightly down from $1.92 but above the Zacks Consensus Estimate of $1.80 [2]. - Net sales for the quarter were $923 million, missing the Zacks Consensus Estimate of $962.3 million and reflecting a decline of approximately 9.2% year-over-year [3]. Segment Highlights - Sales in the Reinforcement Materials segment decreased by around 11.7% year-over-year to $573 million, with EBIT down approximately 5.8% to $128 million due to lower volumes in Asia Pacific and the Americas [4]. - The Performance Chemicals division saw a sales decline of 3.6% year-over-year to $320 million, but EBIT increased by about 3.6% to $57 million, driven by higher gross profit per ton despite reduced volumes [5]. Financials - At the end of Q3 fiscal 2025, Cabot had a cash balance of $239 million, with cash flows from operating activities generating $249 million. Capital expenditures totaled $61 million, and the company paid dividends of $24 million and repurchased $40 million of shares during the quarter [6]. Outlook - Cabot reaffirmed its fiscal 2025 adjusted EPS guidance of $7.15 to $7.50, citing ongoing uncertainty around tariffs and the global economy affecting customer demand and leading to lower volumes in the second half of the year [7]. - Despite macroeconomic challenges, the company anticipates earnings growth and strong operating cash flow, focusing on cost reductions and operational optimization [7]. Estimate Trends - There has been a downward trend in estimates revisions for Cabot, indicating a potential shift in market expectations [8][11].

Group 1 - Compass Minerals reported a quarterly loss of $0.39 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.13, but an improvement from a loss of $1.01 per share a year ago, indicating a significant earnings surprise of -200.00% [1] - The company posted revenues of $214.6 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.89% and showing an increase from $202.9 million in the same quarter last year [2] - Compass has outperformed the S&P 500, with its shares gaining about 90.6% since the beginning of the year compared to the S&P 500's gain of 8.6% [3] Group 2 - The earnings outlook for Compass is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The trend of estimate revisions for Compass was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] - The current consensus EPS estimate for the upcoming quarter is -$0.16 on revenues of $212.26 million, and for the current fiscal year, it is -$0.40 on revenues of $1.23 billion [7] Group 3 - The Chemical - Diversified industry, to which Compass belongs, is currently in the bottom 9% of over 250 Zacks industries, suggesting that the industry outlook could materially impact the stock's performance [8]

Core Viewpoint - Koppers reported quarterly earnings of $1.48 per share, slightly missing the Zacks Consensus Estimate of $1.49 per share, but showing an increase from $1.36 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was -0.67%, while the previous quarter saw a positive surprise of +26.79% with actual earnings of $0.71 per share against an expectation of $0.56 [2] - Koppers' revenues for the quarter ended June 2025 were $504.8 million, missing the Zacks Consensus Estimate by 9.42%, and down from $563.2 million year-over-year [3] Stock Performance - Koppers shares have increased approximately 2.7% since the beginning of the year, compared to a 7.8% gain in the S&P 500 [4] - The current Zacks Rank for Koppers is 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is $1.58 on revenues of $549.7 million, and for the current fiscal year, it is $4.61 on revenues of $2.02 billion [8] - The outlook for the Chemical - Diversified industry, to which Koppers belongs, is currently in the bottom 7% of over 250 Zacks industries, which may impact stock performance [9]

Company Performance - Kronos Worldwide reported a quarterly loss of $0.08 per share, missing the Zacks Consensus Estimate of $0.13, and down from earnings of $0.17 per share a year ago, representing an earnings surprise of -161.54% [1] - The company posted revenues of $494.4 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.32%, and down from $500.5 million in the same quarter last year [2] - Over the last four quarters, Kronos Worldwide has surpassed consensus EPS estimates only once and has topped consensus revenue estimates just once [2] Stock Performance - Kronos Worldwide shares have declined approximately 43.6% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] - The current Zacks Rank for Kronos Worldwide is 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.14 on revenues of $484.36 million, and for the current fiscal year, it is $0.53 on revenues of $1.9 billion [7] - The trend of estimate revisions for Kronos Worldwide was unfavorable prior to the earnings release, which may impact future stock movements [5][6] Industry Context - The Chemical - Diversified industry, to which Kronos Worldwide belongs, is currently ranked in the bottom 7% of over 250 Zacks industries, suggesting a challenging environment [8]

Core Viewpoint - Chemours reported quarterly earnings of $0.58 per share, exceeding the Zacks Consensus Estimate of $0.46 per share, and showing an increase from $0.38 per share a year ago, indicating a strong earnings surprise of +26.09% [1] Group 1: Earnings Performance - The company has surpassed consensus EPS estimates three times over the last four quarters [2] - Chemours posted revenues of $1.62 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.98%, compared to $1.54 billion in the same quarter last year [2] - The earnings report reflects a significant improvement in earnings performance compared to the previous quarter, where the expected earnings were $0.19 per share, but the actual was $0.13, resulting in a surprise of -31.58% [1][2] Group 2: Stock Performance and Outlook - Chemours shares have declined approximately 27.8% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.50 for the coming quarter and $1.47 for the current fiscal year [4][7] - The Zacks Rank for Chemours is currently 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Group 3: Industry Context - The Chemical - Diversified industry, to which Chemours belongs, is currently ranked in the bottom 7% of over 250 Zacks industries, suggesting a challenging environment for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Chemours' stock performance [5]