Company Performance - Allegheny Technologies (ATI) closed at $89.31, with a daily increase of +1.43%, outperforming the S&P 500, which fell by 0.33% [1] - Over the last month, ATI shares increased by 4.66%, surpassing 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 Allegheny Technologies is scheduled for July 31, 2025, with an expected EPS of $0.71, reflecting an 18.33% increase from the prior-year quarter [2] - Revenue is projected to be $1.14 billion, up 3.68% from the prior-year quarter [2] Full Year Estimates - For the full year, earnings are projected at $3.02 per share and revenue at $4.63 billion, indicating increases of +22.76% and +6.08% respectively from the previous year [3] - Recent revisions to analyst forecasts are important as they reflect short-term business trends, with positive revisions indicating a favorable business outlook [3] Zacks Rank and Valuation - Allegheny Technologies currently holds a Zacks Rank of 2 (Buy), with the Zacks Consensus EPS estimate having increased by 0.35% over the last 30 days [5] - The company is trading at a Forward P/E ratio of 29.19, which is a premium compared to the industry average Forward P/E of 20.17 [6] - The PEG ratio for ATI is currently 1.18, aligning with the average PEG ratio for the Steel - Specialty industry [6] Industry Overview - The Steel - Specialty industry is part of the Basic Materials sector and holds a Zacks Industry Rank of 28, placing it in the top 12% of over 250 industries [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1, indicating a strong industry performance [7]

Group 1 - Cabot Corporation declared a quarterly dividend of $0.45 per share on all outstanding shares of its common stock, payable on September 11, 2025, to stockholders of record at the close of business on August 29, 2025 [1] - Cabot Corporation is a global specialty chemicals and performance materials company headquartered in Boston, Massachusetts, providing a range of products including reinforcing carbons, specialty carbons, battery materials, and more [2] Group 2 - The company is listed on the New York Stock Exchange under the ticker symbol CBT [2]

Core Insights - Allegheny Technologies (ATI) has consistently beaten earnings estimates, particularly in the last two quarters with an average surprise of 27.90% [1] - The company reported earnings of $0.72 per share against a consensus estimate of $0.58, resulting in a surprise of 24.14% for the last quarter [2] - For the previous quarter, ATI's earnings were $0.79 per share compared to an expected $0.60, delivering a surprise of 31.67% [2] Earnings Estimates and Predictions - Recent estimates for Allegheny Technologies have been increasing, indicating positive sentiment among analysts [5] - The Zacks Earnings ESP for the company is currently positive at +3.38%, suggesting a strong potential for an earnings beat [8] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] Zacks Rank and Earnings Release - Allegheny Technologies holds a Zacks Rank of 2 (Buy), which, combined with its positive Earnings ESP, indicates a high likelihood of another earnings beat [8] - The next earnings report for the company is anticipated to be released on July 31, 2025 [8]

Core Insights - Broad Arrow Auctions, a subsidiary of Hagerty, is set to host The Las Vegas Auction on October 31, 2025, featuring approximately 70 collector cars, marking a significant event in the luxury auction calendar [1][2] - The auction is part of a broader partnership with Concours at Wynn Las Vegas, which will showcase over 250 unique automobiles from October 31 to November 2, 2025 [1][2] - This event is part of Broad Arrow's strategic expansion, with additional auctions planned in Belgium and Switzerland, highlighting the company's growth in both North America and Europe [2][3] Company Overview - Broad Arrow Auctions was founded in 2021 and has quickly established itself as a leading global collector car auction house, known for high-quality vehicles [8] - The company has achieved notable success in North America, with flagship auctions such as the Monterey Jet Center Auction generating $71.5 million in 2024 and the Amelia Auction achieving $61.7 million in 2025, both with high sell-through rates [3] - Broad Arrow has expanded its global footprint, recently launching its first European auction in partnership with BMW AG, achieving €31.2 million in total sales [3][8] Event Details - The Las Vegas Auction will be one of three live auctions conducted by Broad Arrow in October and November, emphasizing the company's commitment to expanding its auction presence [2][3] - The event is expected to attract significant client interest due to Las Vegas's reputation as a luxury destination and its proximity to collector car communities [2] - Initial consignments for the auction will be announced soon, inviting collectors to participate in this high-profile event [4]

Core Insights - Zacks Premium provides various tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores are indicators that help investors select stocks likely to outperform the market in the next 30 days, rated from A to F based on value, growth, and momentum characteristics [2][10] - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E and Price/Sales [3] - The Growth Score assesses a company's financial health and future outlook through earnings and sales projections [4] - The Momentum Score identifies optimal times to invest based on price trends and earnings estimate changes [5] - The VGM Score combines all three Style Scores, providing a comprehensive evaluation of stocks based on value, growth, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors in building successful portfolios [7] - Stocks rated 1 (Strong Buy) have historically produced an average annual return of +23.62% since 1988, significantly outperforming the S&P 500 [8] - Investors are encouraged to focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for the best chances of high returns [10] Company Spotlight: United Natural Foods (UNFI) - United Natural Foods, Inc. is a leading distributor of natural and organic products in the U.S. and Canada, offering around 250,000 products across various categories [12] - UNFI holds a Zacks Rank of 3 (Hold) with a VGM Score of A and a Momentum Style Score of B, having seen a 10.8% increase in shares over the past four weeks [13] - The company's earnings estimate for fiscal 2025 has been revised upwards, with the Zacks Consensus Estimate increasing by $0.01 to $0.83 per share, and an average earnings surprise of +429.5% [13][14]

DUBLIN, Ohio, July 11, 2025 /PRNewswire/ -- Cardinal Health (NYSE: CAH) today announced the launch of the Cardinal Health™ One Voice Initiative for pharmacy advocacy, which provides direct financial assistance to state pharmacy associations for the purpose of supporting independent pharmacists' advocacy efforts.  This investment furthers Cardinal Health's longstanding advocacy around the future of independent pharmacies and ongoing partnerships with industry organizations to support pharmacists' efforts to ...

Core Viewpoint - Tronox Holdings plc is set to release its second quarter 2025 earnings on July 30, 2025, followed by a webcast conference call on July 31, 2025, at 10:00 AM ET [1]. Company Overview - Tronox Holdings plc is a leading global producer of high-quality titanium products, including titanium dioxide pigment and specialty-grade titanium dioxide products [3]. - The company operates in the mining of titanium-bearing mineral sands and has facilities that produce high-grade titanium feedstock materials, pig iron, and other minerals, including rare earth-bearing mineral monazite [3]. - With approximately 6,500 employees across six continents, Tronox boasts a diverse workforce and a strong vertical integration model, enhancing its operational and technical expertise [3].

Core Insights - MKS Inc. has been recognized as one of America's Best Mid-Sized Companies for 2025 by Time and Statista, Inc. [1][2] - The recognition is attributed to employee satisfaction, revenue growth, and sustainability transparency, evaluated through over 15 criteria [2] Company Overview - MKS Inc. is a global provider of enabling technologies that transform various industries, particularly in semiconductor manufacturing, electronics, and specialty industrial applications [3] - The company focuses on delivering foundational technology solutions, including instruments, subsystems, systems, process control solutions, and specialty chemicals technology [3] - MKS's solutions address challenges in miniaturization and complexity in advanced device manufacturing, enhancing power, speed, feature enhancement, and connectivity [3]

Key Takeaways New tariffs may dent pricing and margin flexibility in China. APH's China revenue rose 18.4% in Q1, led by IT datacom demand. APH stock is up 41.4% YTD, outpacing sector and industry peers.Amphenol (APH) designs and manufactures connectors, interconnect systems, antennas, sensors and high-speed specialty cable. With vertically integrated facilities in over 30 countries, it supports diverse end markets, including IT datacom, automotive, mobile devices, and industrial applications. APH supplie ...

Key Takeaways SM Energy is benefiting from strong financial performance driven by oil-weighted production growth. Uinta Basin integration led to a 63% jump in daily oil output and exceeded drilling efficiency expectations. SM is using free cash flow to cut debt, even at $55 oil, but lags peers in dividend yield.SM Energy (SM) is an independent exploration and production firm, with its operations focused on the Permian Basin, Uinta Basin and South Texas region. SM Energy owns approximately 111,000 net acre ...