Core Viewpoint - Nutrien reported quarterly earnings of $2.65 per share, exceeding the Zacks Consensus Estimate of $2.4 per share, and showing an increase from $2.34 per share a year ago, representing an earnings surprise of +10.42% [1] Financial Performance - The company posted revenues of $10.44 billion for the quarter ended June 2025, which was 1.62% below the Zacks Consensus Estimate, but an increase from $10.16 billion year-over-year [2] - Nutrien has surpassed consensus EPS estimates only once in the last four quarters and has not beaten consensus revenue estimates during the same period [2] Stock Performance - Nutrien shares have increased approximately 32.1% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.81 on revenues of $5.77 billion, and for the current fiscal year, it is $4.00 on revenues of $26.89 billion [7] - The trend of earnings estimate revisions is mixed ahead of the earnings release, which could influence future stock movements [6] Industry Context - The Fertilizers industry, to which Nutrien belongs, is currently ranked in the top 7% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Viewpoint - Rayonier Advanced Materials reported a quarterly loss of $0.43 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.20, marking an earnings surprise of -115.00% [1] - The company has struggled with revenue, posting $340 million for the quarter, which is a 15.9% miss compared to the consensus estimate and a decline from $419 million year-over-year [2] Group 1: Financial Performance - The company has not surpassed consensus revenue estimates over the last four quarters, indicating ongoing challenges in meeting market expectations [2] - Rayonier Advanced Materials shares have declined approximately 54.8% year-to-date, contrasting sharply with the S&P 500's gain of 7.6% [3] Group 2: Future Outlook - The future performance of Rayonier Advanced Materials will largely depend on management's commentary during the earnings call and the subsequent revisions of earnings estimates [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.08 on revenues of $410.7 million, while for the current fiscal year, the estimate is -$0.46 on revenues of $1.59 billion [7] Group 3: Industry Context - The Paper and Related Products industry, to which Rayonier Advanced Materials belongs, is currently ranked in the bottom 15% of over 250 Zacks industries, which may negatively impact the stock's performance [8]

Core Viewpoint - CSW Industrials reported quarterly earnings of $2.85 per share, exceeding the Zacks Consensus Estimate of $2.74 per share, and showing an increase from $2.47 per share a year ago, indicating a positive earnings surprise of +4.01% [1][2] Financial Performance - The company posted revenues of $263.65 million for the quarter ended June 2025, which fell short of the Zacks Consensus Estimate by 4.82%, compared to $226.18 million in the same quarter last year [2] - Over the last four quarters, CSW Industrials has surpassed consensus EPS estimates four times and topped consensus revenue estimates two times [2] Stock Performance - CSW Industrials shares have declined approximately 23.8% since the beginning of the year, contrasting with the S&P 500's gain of 8.2% [3] - The current Zacks Rank for CSW Industrials is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $2.62, with expected revenues of $277.01 million, and for the current fiscal year, the EPS estimate is $9.54 on revenues of $1.06 billion [7] - The trend of estimate revisions for CSW Industrials was mixed ahead of the earnings release, which may change following the recent report [6] Industry Context - The Chemical - Specialty industry, to which CSW Industrials belongs, is currently ranked in the bottom 33% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Another company in the same industry, Daqo New Energy, is expected to report a quarterly loss of $1.16 per share, reflecting a year-over-year change of +35.9% [9]