Core Viewpoint - Mobileye Global (MBLY) reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.11 per share, and showing an increase from $0.09 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was +18.18%, with the company having surpassed consensus EPS estimates three times over the last four quarters [2] - Mobileye's revenues for the quarter ended June 2025 were $506 million, surpassing the Zacks Consensus Estimate by 0.51%, and up from $439 million year-over-year [3] - The company has also topped consensus revenue estimates four times in the last four quarters [3] Stock Performance - Mobileye shares have declined approximately 19.2% since the beginning of the year, contrasting with the S&P 500's gain of 8.1% [4] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.06 on revenues of $436.49 million, and for the current fiscal year, it is $0.32 on revenues of $1.84 billion [8] - The outlook for the automotive industry, where Mobileye operates, is currently in the top 39% of Zacks industries, suggesting a favorable environment for performance [9]

Core Viewpoint - Lear (LEA) reported quarterly earnings of $3.12 per share, exceeding the Zacks Consensus Estimate of $2.64 per share, but down from $3.18 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was 18.18%, with the company previously expected to post earnings of $2.59 per share but actually reporting $2.94 per share, resulting in a surprise of 13.51% [2] - Lear's revenues for the quarter were $5.56 billion, slightly surpassing the Zacks Consensus Estimate by 0.09%, but down from $5.99 billion year-over-year [3] - The company has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2][3] Stock Performance and Outlook - Lear shares have declined approximately 6.7% since the beginning of the year, compared to a 3.9% decline in the S&P 500 [4] - The current consensus EPS estimate for the upcoming quarter is $2.99 on revenues of $5.65 billion, and for the current fiscal year, it is $11.59 on revenues of $22.05 billion [8] - The estimate revisions trend for Lear is currently unfavorable, resulting in a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [7] Industry Context - The Automotive - Original Equipment industry, to which Lear belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, suggesting potential challenges ahead [9]

Company Performance - Gentherm reported quarterly earnings of $0.51 per share, exceeding the Zacks Consensus Estimate of $0.48 per share, but down from $0.62 per share a year ago, indicating a 17.74% year-over-year decline [1] - The company posted revenues of $353.85 million for the quarter, surpassing the Zacks Consensus Estimate by 0.93%, but down from $356.02 million year-over-year [2] - Over the last four quarters, Gentherm has surpassed consensus EPS estimates three times, but has only topped revenue estimates once [2] Stock Performance - Gentherm shares have declined approximately 37.8% since the beginning of the year, compared to a decline of 8.6% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $0.62 on revenues of $376.1 million, and for the current fiscal year, it is $2.50 on revenues of $1.46 billion [7] Industry Outlook - The Automotive - Original Equipment industry, to which Gentherm belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, suggesting a challenging environment [8] - The performance of Gentherm's stock may 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]