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QuantumScape (NYSE:QS | QS Price Prediction) shares are down 14% to $5.03 in Thursday morning trading, extending a rough stretch for the solid-state battery developer. The move follows the company’s Q2 2026 earnings release after the July 22 close.
The selling is spreading across the small solid-state battery cohort. Solid Power (NASDAQ:SLDP) stock is down 8% to $2.15, and SES AI (NYSE:SES) shares are down 10% to $0.53.
The broader tape isn’t helping. For QuantumScape and its peers SLDP and SES, the S&P 500 is down 1.5% and the NASDAQ 100 is down 2.4% on Thursday, a risk-off backdrop that tends to punish high-beta, speculative names the hardest.
Post-Earnings Reaction Drives QuantumScape Lower QuantumScape posted a Q2 2026 net loss of approximately $98 million, or $0.16 per share, narrower than the $0.1781 loss analysts expected. The company reaffirmed its full-year 2026 adjusted EBITDA loss guidance of $250 million to $275 million while trimming capital-expenditure plans to $27 million to $37 million from a prior $40 million to $60 million range.
Beyond the numbers, QuantumScape broadened its focus beyond electric vehicles. Management highlighted a multi-year partnership with Honda Motor (NYSE:HMC) for solid-state lithium-metal battery technology, updated milestones with Volkswagen‘s (OTC:VWAGY) PowerCo unit, and initial QSE-5 cell shipments to a major American defense prime alongside engagement with AI data center design partners.
QuantumScape’s operating expenses also improved, falling to $106 million from $124 million a year ago, with research and development at $83 million. Customer billings reached $10.8 million in the quarter, per the 8-K filing.
The reaction looks like a classic sell-the-news response. QuantumScape stock was down 44% year to date (YTD) heading into Thursday, and even a headline EPS beat paired with a marquee Honda deal wasn’t enough to lift a name where investors want to see actual revenue.
Solid Power and SES AI Slide in Sympathy Solid Power has no company-specific catalyst today. The Colorado developer, which counts SK On, Samsung SDI, and BMW as partners, last reported Q1 2026 results in May and is targeting year-end 2026 commissioning of its continuous sulfide electrolyte pilot line. Solid Power shares are down 48% YTD.
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SES AI is trading like a pure sympathy name. The sub-$1 speculative stock has fallen 70% YTD, and with a market cap of around $200 million, SES stock tends to move sharply on any shift in sentiment across the solid-state cohort.
Balancing the Bull and Bear Cases on QuantumScape The bear case on QuantumScape stock is straightforward: no near-term revenue, ongoing cash burn, and real execution risk on scaling the Eagle Line pilot facility and Cobra separator process. Liquidity of $859 million gives the company runway, but commercialization timelines in this industry have a habit of slipping.
The bull case rests on the technology itself and its widening addressable market. If QuantumScape’s anode-free lithium-metal architecture can be manufactured at scale, the pull from EVs, AI data centers approaching a megawatt of power per compute rack, and defense customers seeking supply chain independence from Chinese graphite could be substantial.
What to Watch Next The immediate technical level to watch on QuantumScape stock is whether it can hold the $5 level after breaking below $6 on Thursday. Follow-through selling in Solid Power and SES AI shares could signal that the sympathy trade has more room to run.
Analyst notes reacting to the Honda partnership and the lowered capex outlook may shape the next leg. The current sell-side setup on QuantumScape stock is cautious, with seven holds, two sells, and a $7.16 consensus price target.
Solid-state batteries remain a promising long-term technology, but these are speculative, unprofitable names dependent on manufacturing and commercialization milestones that keep slipping. Investors should consider keeping their position sizes modest given the volatility on display in QS, SLDP, and SES shares.
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QuantumScape QS stock is under immense pressure on July 23 after the solid-state lithium metal batteries specialist posted earnings for its second financial quarter.
While the company technically beat bottomline estimates on paper, a deeper dive into the quarterly release reveals a few major negatives that are leading to bearish sentiment this morning.
The Q2 print add to pressure on QuantumScape shares that – heading into Thursday – were already down over 55% versus the start of 2026.
The biggest fundamental catalyst that’s driving QS shares down today is a revision of the terms of the company’s partnership with Volkswagen’s battery manufacturing arm – PowerCo.
In its press release, QuantumScape said the updated agreement “reduced” potential milestone cash payments from $131 million previously to $75 million now.
For a pre-revenue company reliant on non-dilutive partner cash to fund its long commercialization runway, losing roughly $56 million in prospective liquidity is a clear headwind.
Note that the sell-off in QuantumScape crashed its relative strength index (RSI) below 30 – which reinforces intense selling pressure.
Alongside earnings, QS management also unveiled a major “structural pivot” – splitting into three business verticals: QSEV (electric vehicles), QSDC (AI data centers), and QSAS (aerospace and defense).
While executives framed this as an expansion into high-margin markets (like in-rack power storage for artificial intelligence infrastructure), the market is reading early pivoting as a sign that broader EV adoption is taking longer than initially projected.
Even from a technical perspective, QuantumScape stock currently sits firmly below its key moving averages (MAs), indicating bears remain strongly in control across multiple timeframes.
QuantumScape narrowed its GAAP net loss in Q2 to just over $98 million, which translates to 16 cents a share (beating the 18-cent-a-share consensus), but the company reiterated its full-year guidance for adjusted EBITDA loss of at least $ 250 million.
Although the capital expenditures (capex) outlook was lowered to about $32 million only, QS remains a zero-product-revenue enterprise running high cash burn.
Without near-term sales generation, a modest earnings beat does little to offset investor impatience over the 2027–2029 commercial timeline.
And it’s not like QuantumScape pays a healthy dividend to incentivize ownership despite these risks either.
Finally, investors are bailing on QS stock also because market filings leading into the print revealed about $6 million in insider sales over the preceding quarter by key executives.
What’s also worth mentioning is that Wall Street analysts continue to caution against owning this EV battery stock in 2026.
The consensus rating on QuantumScape remains at Moderate Sell, with price targets going as low as $2.5, indicating potential downside of roughly 50% from current levels.
Old Republic International (ORI - Free Report) reported $2.33 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 5.2%. EPS of $0.76 for the same period compares to $0.83 a year ago.
The reported revenue represents a surprise of -1.85% over the Zacks Consensus Estimate of $2.38 billion. With the consensus EPS estimate being $0.77, the EPS surprise was -1.3%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Old Republic performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Specialty Insurance Segment - Loss Ratio: 65.9% compared to the 64.7% average estimate based on two analysts.Specialty Insurance Segment - Expense Ratio: 29.6% compared to the 29.9% average estimate based on two analysts.Title Insurance Segment - Combined Ratio: 95.1% compared to the 98.9% average estimate based on two analysts.Title Insurance Segment - Loss Ratio: 3% versus the two-analyst average estimate of 2.9%.Operating Revenue- Specialty Insurance Segment- Net premiums earned: $1.32 billion compared to the $1.38 billion average estimate based on two analysts. The reported number represents a change of +2.3% year over year.Operating Revenue- Specialty Insurance Segment- Net investment income: $159.5 million versus $158.34 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.4% change.Operating Revenue- Specialty Insurance Segment- Other income: $51.2 million compared to the $50.89 million average estimate based on two analysts. The reported number represents a change of +3.9% year over year.Operating Revenue- Corporate & Other: $5.4 million compared to the $5.9 million average estimate based on two analysts. The reported number represents a change of -18.2% year over year.Operating Revenue- Title Insurance Segment- Net investment income: $18.3 million compared to the $17.79 million average estimate based on two analysts. The reported number represents a change of +5.8% year over year.Operating Revenue- Specialty Insurance Segment: $1.53 billion versus $1.59 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +2.7% change.Operating Revenue- Title Insurance Segment: $717.8 million compared to the $782.15 million average estimate based on two analysts. The reported number represents a change of +0.4% year over year.Operating Revenue- Title Insurance Segment- Net premiums earned: $699.3 million versus the two-analyst average estimate of $764.31 million. The reported number represents a year-over-year change of +0.2%.View all Key Company Metrics for Old Republic here>>>
Shares of Old Republic have returned +3.2% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Ryder (R - Free Report) reported $3.35 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 5%. EPS of $3.73 for the same period compares to $3.32 a year ago.
The reported revenue represents a surprise of +1.14% over the Zacks Consensus Estimate of $3.31 billion. With the consensus EPS estimate being $3.70, the EPS surprise was +0.81%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Ryder performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Average fleet count - ChoiceLease: 141,200 compared to the 140,812 average estimate based on two analysts.Commercial rental - Rental Utilization - Power Units: 75% versus the two-analyst average estimate of 71%.Commercial rental - Average fleet count: 29,200 versus the two-analyst average estimate of 29,912.Operating Revenue- Fleet Management Solutions: $1.3 billion compared to the $1.29 billion average estimate based on two analysts. The reported number represents a change of +1.2% year over year.Operating Revenue- Dedicated Transportation Solutions: $455 million versus $454.99 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -3.2% change.Operating Revenue- Supply Chain Solutions: $1.1 billion versus $1.08 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.5% change.Revenues- Fleet Management Solutions: $1.56 billion versus the two-analyst average estimate of $1.5 billion. The reported number represents a year-over-year change of +6.3%.Revenues- Supply Chain Solutions: $1.47 billion compared to the $1.47 billion average estimate based on two analysts. The reported number represents a change of +7.8% year over year.Revenues- Fleet Management Solutions- SelectCare and other: $189 million versus the two-analyst average estimate of $182.4 million. The reported number represents a year-over-year change of +6.2%.Revenues- Eliminations: $-285 million versus $-268.11 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +14% change.Revenues- Fleet Management Solutions- Commercial rental: $229 million versus $223.42 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -4.2% change.Revenues- Fleet Management Solutions- ChoiceLease: $885 million versus the two-analyst average estimate of $888.58 million. The reported number represents a year-over-year change of +1.6%.View all Key Company Metrics for Ryder here>>>
Shares of Ryder have returned +5.9% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
NEW ORLEANS, July 23, 2026 (GLOBE NEWSWIRE) -- ClaimsFiler, a FREE shareholder information service, reminds investors that they have until July 27, 2026 to file lead plaintiff applications in securities class action lawsuits against AeroVironment, Inc. (NasdaqGS: AVAV) (“AeroVironment” or the “Company”), if they purchased or otherwise acquired the Company’s securities between 4:30 PM on June 24, 2025 and June 18, 2026, inclusive (the “Class Period”). These actions are pending in the United States District Courts for the Eastern District of Virginia and District of Delaware.
Get Help
AeroVironment investors should visit us at https://www.claimsfiler.com/cases/nasdaq-avav-1 or call toll-free (833) 538-3601. Lawyers at Kahn Swick & Foti, LLC are available to discuss your legal options.
About the Lawsuit
AeroVironment and certain of its executives are charged with failing to disclose material information during the Class Period, violating federal securities laws.
The alleged false and misleading statements and omissions include, but are not limited to, that: (i) the Company understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the U.S. Space Force’s Satellite Communication Augmentation Resource program and the U.S. Space Force’s ongoing efforts to modernize the Satellite Control Network; (ii) accordingly, defendants overstated AeroVironment’s business and financial prospects; and (iii) as a result, defendants’ public statements were materially false and misleading at all relevant times.
The first-filed case is Norrell v. AeroVironment, Inc., et al, No. 26-cv-01429. A subsequent case, City Pension Fund for Firefighters and Police Officers in the City of Miami Beach v. AeroVironment, Inc. et al., No. 26-cv-00875, expanded the class period.
About ClaimsFiler
ClaimsFiler has a single mission: to serve as the information source to help retail investors recover their share of billions of dollars from securities class action settlements. At ClaimsFiler.com, investors can: (1) register for free to gain access to information and settlement websites for various securities class action cases so they can timely submit their own claims; (2) upload their portfolio transactional data to be notified about relevant securities cases in which they may have a financial interest; and (3) submit inquiries to the Kahn Swick & Foti, LLC law firm for free case evaluations.
To learn more about ClaimsFiler, visit www.claimsfiler.com.
New York, New York--(Newsfile Corp. - July 23, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against AeroVironment, Inc. (NASDAQ: AVAV) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired AeroVironment securities between June 25, 2025 and March 10, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/AVAV.
AeroVironment Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and prospects. Specifically, the Complaint alleges that Defendants made false and/or misleading statements and/or failed to disclose that:
AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the SCAR program and the U.S. Space Force's ongoing efforts to modernize the SCN; accordingly, Defendants overstated AeroVironment's business and financial prospects; and as a result, Defendants' public statements were materially false and misleading at all relevant times.What's Next for AeroVironment Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/AVAV, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in AeroVironment you have until July 27, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to AeroVironment Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for AeroVironment Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/299092
Source: Bronstein, Gewirtz & Grossman, LLC
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New York, New York--(Newsfile Corp. - July 23, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against AeroVironment, Inc. ("AeroVironment" or the "Company") (NASDAQ: AVAV) on behalf of investors that purchased or otherwise acquired AeroVironment securities between June 25, 2025 and June 18, 2026 (the "Class Period").
CLICK HERE TO JOIN THE CASE
If you are an investor in AeroVironment and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than July 27, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.
On January 20, 2026, before markets opened, the Company reported in an 8-K filing with the Securities and Exchange Commission that "upon mutual agreement" of AeroVironment and the U.S. Government, "the U.S. Government issued a stop work order on the Company's Other Transaction Agreement for the delivery of BADGER phased array antenna systems to support the Satellite Communication Augmentation Resource ("SCAR") program." According to the filing, "[t]he stop work order allows for the parties to negotiate an amended agreement for the future of the SCAR program under new requirements for the program, which amendment is expected to be a firm-fixed price agreement. The Company expects to continue to deliver capabilities and products for the SCAR program."
Following this news, the price of AeroVironment stock declined $61.97 per share, or 15.77%, to close at $330.89 per share on January 20, 2026.
On March 10, 2026, after market, AeroVironment issued a press release, announcing third quarter 2026 financial results. The Company reported "operating loss of $179.0 million, compared to an operating loss of $3.1 million for the same period in fiscal year 2025." According to the complaint, "[t]hese financial results reflected the impact of a $151.3 million goodwill impairment in the Company's space division after the stop work order on the Company's BADGER systems built for the SCAR program." Additionally, according to the complaint "AeroVironment also reported that the U.S. Space Force had terminated the Company's contract concerning the SCAR program, and as a result, it would have to 'recompete' for the SCAR program."
Following this news, the price of AeroVironment stock fell $13.84 per share, or 6.24%, to close at $207.73 per share on March 11, 2026.
The complaint alleges, among other things, that throughout the Class Period, "Defendants made false and/or misleading statements and/or failed to disclose that: (i) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the SCAR program and the U.S. Space Force's ongoing efforts to modernize the SCN; (ii) accordingly, Defendants overstated AeroVironment's business and financial prospects; and (iii) as a result, Defendants' public statements were materially false and misleading at all relevant times."
WHY CONTACT KAPLAN FOX?
Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.
If you have any questions about this Notice, your rights, or your interests, please contact:
Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.
Key Takeaways PFG is expected to see higher revenues from Retirement, Asset Management and Benefits businesses. PFG is likely to gain from higher AUM, investment income and international pension earnings. PFG is expected to face higher expenses from increased benefits, claims and settlement costs. Principal Financial Group, Inc. (PFG - Free Report) is expected to register an improvement in its top and bottom lines when it reports second-quarter 2026 results on July 27, after the closing bell.
The Zacks Consensus Estimate for PFG’s second-quarter revenues is pegged at $4.11 billion, indicating an increase of 11.4% from the year-ago reported figure.
The consensus estimate for earnings is pegged at $2.32 per share. The Zacks Consensus Estimate for PFG’s second-quarter earnings has moved down 0.8% in the past 30 days. The estimate suggests a year-over-year increase of 7.4%.
What Our Quantitative Model PredictsOur proven model predicts an earnings beat for Principal Financial this time around. This is because the stock has the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), which increases the chances of an earnings beat.
Earnings ESP: Principal Financial has an Earnings ESP of +0.29% at present. This is because the Most Accurate Estimate of $2.33 is pegged higher than the Zacks Consensus Estimate of $2.32. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Principal Financial currently carries a Zacks Rank #3.
Factors at PlayPrincipal Financial’s second-quarter results are likely to reflect favorable underwriting results and improved mortality within the benefits and protection business, as well as positive market conditions for fee-based businesses.
Operating revenues are likely to have increased owing to higher premiums & other considerations, as well as higher fees & other revenues in Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection.
Higher management fee revenues, as a result of increased average AUM, are likely to have benefited Investment Management.
Higher earnings from equity method investments in Brazil and foreign currency tailwinds are expected to have benefited International Pension operations.
Investment income is expected to have benefited from higher average invested assets in fixed maturities, derivatives in fair value hedges, and other investments for our U.S. operations. The lower inflation-based returns on average invested assets and cash in Latin America are likely to have offset the upside.
Assets under management are likely to have benefited from positive market performance and net cash flow, as well as foreign currency tailwinds.
Expenses are likely to have increased due to higher benefits, claims and settlement expenses.
Other Stocks to ConsiderHere are three other insurance stocks that you may want to consider, as our model shows that these, too, have the right combination of elements to post an earnings beat:
Cincinnati Financial Corporation (CINF - Free Report) has an Earnings ESP of +7.22% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $1.82, indicating a year-over-year decrease of 7.6%. You can see the complete list of today’s Zacks #1 Rank stocks here.
CINF’s earnings beat estimates in each of the last four reported quarters.
The Allstate Corporation (ALL - Free Report) has an Earnings ESP of +2.59% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $5.61, indicating a year-over-year decrease of 5.5%.
ALL’s earnings beat estimates in each of the last four reported quarters.
Axis Capital Holdings Limited (AXS - Free Report) has an Earnings ESP of +3.82% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $3.23, indicating a year-over-year decrease of 1.8%.
AXS’s earnings beat estimates in each of the last four reported quarters.
New York, New York--(Newsfile Corp. - July 23, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against GPGI, Inc. f/k/a CompoSecure, Inc. (NYSE: GPGI) (NYSE: CMPO) on behalf of investors that purchased or otherwise acquired GPGI Class A common stock between November 3, 2025 and May 6, 2026 (the "Class Period").
CLICK HERE TO JOIN THE CASE
If you are an investor in GPGI and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than September 14, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.
According to the complaint, on November 3, 2025, the Company, then named CompoSecure, announced that it had entered into an agreement to acquire Husky Technologies Limited. The deal was later completed on January 12, 2026.
The complaint alleges, that throughout the Class Period, the defendants made materially false and misleading statements to investors "overvaluing Husky and misrepresenting the purported benefits of the Husky Acquisition in order to secure shareholder approval of the deal, secure PIPE funding, generate millions of dollars' worth of additional management fees, and advance defendants' fraudulent scheme to transform CompoSecure into a wealth transfer vehicle for Cote, the Cote Family, and Knott."
WHY CONTACT KAPLAN FOX?
Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—-$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.
If you have any questions about this Notice, your rights, or your interests, please contact:
Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.
Key Takeaways Graco beat Q2 earnings estimates as higher margins offset revenues that missed expectations.GGG saw acquisitions and currency gains offset an organic sales decline, while order backlog climbed 28%.GGG reaffirmed its 2026 outlook, expecting low-single-digit organic sales growth. Graco Inc. (GGG - Free Report) reported second-quarter 2026 adjusted earnings of 91 cents per share, up 17% from 78 cents in the year-ago quarter. The bottom line surpassed the Zacks Consensus Estimate of 81 cents by 12.4%.
The company’s net sales rose 3% year over year to $590.6 million but lagged the consensus estimate of $609 million by 3%. Organic order backlog (excluding acquisitions) rose 28% from the end of 2025.
On a regional basis, quarterly sales generated from the Americas increased 5.5% year over year to $371.4 million. Sales from the Asia Pacific increased 1.6% year over year to $91.4 million. In Europe, the Middle East and Africa, sales fell 1.6% year over year to $127.8 million.
Acquisitions Offset Organic SlideGraco’s acquired operations had a positive contribution of 3% to sales growth, while currency translation had a favorable impact of 1%. These tailwinds more than offset a 1% organic decline that management tied to softer timing of finishing system sales and certain project-related activities.
Management highlighted that incoming order rates increased as the quarter progressed, and the company exited the quarter with a solid order trend. This supported the increase in organic order backlog relative to 2025-end.
Graco Segment SalesContractor segment sales increased 4% year over year to $299.4 million, driven by strength in protective coating and spray foam product categories. While acquisitions and currency translation had a positive impact of 3% and 1%, respectively, on sales growth, organic sales were flat.
Industrial segment sales rose 3% to $249.2 million, supported by acquired businesses but were weighed down by powder finishing system completions and other projects. Acquisitions had a positive impact of 5% on sales growth. While currency translation had a favorable impact of 1% on sales, organic sales decreased 3%.
Expansion Markets sales increased 3% to $41.9 million, owing to an increase in semiconductor product application sales in the Americas. While organic sales improved 3% on a year-over-year basis, currency translation and acquisitions did not have any material impact on sales.
Margin Profile of GracoIn the second quarter, Graco’s cost of sales increased 0.5% year over year to $273.6 million. Gross profit increased 5.8% to $316.9 million, while the margin of 53.7% was up 130 basis points (bps) year over year. Margins were supported by the receipt of tariff refunds and disciplined operating expenses.
Adjusted operating income increased 11% year over year to $183.2 million. The operating margin increased 230 bps to 31% from the year-ago quarter. Interest expenses totaled $835 million compared with $655 million in the previous year’s quarter. The adjusted effective tax rate was 20.4% compared with the year-ago quarter’s 20.1%.
Graco’s Balance Sheet and Cash FlowGraco ended the quarter with $507.6 million in cash and cash equivalents, down from $624.1 million at the end of 2025. It generated net cash of $298 million from operating activities in the first six months of 2026 compared with $308.1 million in the year-ago period. Capital used for purchasing property, plant and equipment totaled $28.6 million compared with $30.2 million in the year-ago period.
Graco paid out dividends worth $97.7 million to its shareholders in the first six months of the year, up 6% from the year-ago period. It repurchased shares worth $331.1 million in the same period.
2026 OutlookGraco continues to expect organic sales to increase in the low single digits on a constant-currency basis in 2026. Sales are anticipated to grow in mid-single digits, including acquisitions. For third-quarter 2026, it expects sales to be in the range of $580-$600 million (excluding the announced acquisition of Valco Melton).
Zacks Rank and Stocks to ConsiderThe company currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the same space are discussed below:
Applied Industrial Technologies (AIT - Free Report) carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Applied Industrial’s earnings surpassed the consensus estimate in each of the trailing four quarters. The average earnings surprise was 4.0%. In the past 60 days, the Zacks Consensus Estimate for Applied Industrial’s fiscal 2026 bottom line has inched up 0.1%.
Dover Corporation (DOV - Free Report) presently carries a Zacks Rank of 2. Dover’s earnings surpassed the consensus estimate in each of the trailing four quarters. The average earnings surprise was 2.1%. In the past 60 days, the Zacks Consensus Estimate for DOV’s 2026 earnings has been stable.
Generac Holdings (GNRC - Free Report) currently carries a Zacks Rank of 2. Generac Holdings’ earnings topped the consensus estimate twice and missed on the other two occasions in the trailing four quarters. The average earnings surprise was 7.4%. In the past 60 days, the Zacks Consensus Estimate for GNRC’s 2026 earnings has been stable.
July 23, 2026, ST. PETERSBURG, FL – Water Tower Research (www.watertowerresearch.com) has published an Initiation of Coverage Report on WD-40 Company (NASDAQ: WDFC) titled, “Clear Growth Strategy, But Input Cost Spike to Affect Gross Margin”. The report can be accessed here. WD-40 is a best-in-class global organization that markets multi-purpose maintenance products under brands including WD-40 and 3-IN-ONE. The “juice” in the can has a trade secret formulation and the brand's blue-and-yellow “shield” represents a valuable brand equity. WD-40 is memorable, easily recognizable, and known for its superior quality and reliability.
Key Takeaways Albertsons posted a 0.8% identical sales decline as digital sales increased 13% in the first quarter.ACI launched ACI Edge, reorganizing operations to speed decisions and improve accountability.Albertsons cut its fiscal 2026 sales, EBITDA and earnings outlook amid softer demand and cautious consumers. Albertsons Companies, Inc. (ACI - Free Report) reported first-quarter fiscal 2026 results, wherein adjusted earnings missed the Zacks Consensus Estimate while revenues surpassed the same. On a year-over-year basis, revenues increased marginally, whereas adjusted earnings declined. The company also lowered its fiscal 2026 outlook.
Digital and pharmacy businesses continued to deliver strong growth during the fiscal first quarter, while core grocery faced increasing pressure from softer industry unit trends and a more cautious consumer. In response, the company announced ACI Edge, an operating structure realignment designed to accelerate execution, increase accountability and better leverage its scale, technology and local market expertise.
As part of ACI Edge, Albertsons is transitioning from 11 divisions to four regions and centralizing center-store merchandising to strengthen accountability, accelerate decision-making and improve consistency across banners and regions. Management stated that these actions are intended to deliver sharper value, greater differentiation in fresh and an enhanced customer experience while creating long-term value for customers and shareholders.
Albertsons’ Quarterly Performance: Key InsightsACI posted adjusted quarterly earnings of 42 cents per share, which missed the Zacks Consensus Estimate of 55 cents. The bottom line declined from 55 cents reported in the prior-year quarter.
Net sales and other revenues increased 0.2% year over year to $24,941.6 million, surpassing the Zacks Consensus Estimate of $24,815 million. Growth was supported by higher fuel sales, while identical sales declined 0.8%. Pharmacy sales remained resilient despite headwinds from the Inflation Reduction Act and digital sales rose 13% in the fiscal first quarter.
Insight Into ACI's Q1 Margins & ExpensesGross profit declined 1.5% year over year to $6.64 billion. However, the gross margin for the quarter under review contracted 50 basis points (bps) year over year to 26.6% from 27.1% in the first quarter of fiscal 2025.
Excluding the impacts of fuel and LIFO expense, gross margin decreased 23 bps from the prior-year period. The decline was primarily caused by higher delivery and handling costs associated with continued digital sales growth, as well as higher fuel costs. These impacts were partially offset by improvements in pharmacy margins, primarily related to the impact of the Inflation Reduction Act. The company continued to invest in its customer value proposition, supported by productivity initiatives.
In the first quarter of fiscal 2026, selling and administrative expenses increased 0.9% year over year to $6.38 billion. As a percentage of net sales and other revenues, these expenses rose 20 basis points to 25.6%.
Excluding the impact of fuel, selling and administrative expenses as a percentage of net sales and other revenues rose 42 basis points year over year. The increase reflected higher rent and occupancy costs, merger-related litigation expenses, business transformation costs, and depreciation and amortization, partly offset by lower employee costs. Despite disciplined productivity and cost management efforts, the expense rate was affected by lower identical sales, including the impact of the Inflation Reduction Act on pharmacy sales growth.
Adjusted EBITDA declined 8.8% year over year to $1.01 billion, while the adjusted EBITDA margin contracted 40 bps year over year to 4.1% of net sales and other revenues.
ACI’s Q1 Financial SnapshotAlbertsons ended the quarter with cash and cash equivalents of $293.4 million. The company's long-term debt and finance lease obligations totaled $8.42 billion as of June 20, 2026, while total stockholders' equity amounted to $1.61 billion.
In the first quarter of fiscal 2026, capital expenditures totaled $522.1 million, primarily for the completion of 15 remodels, the opening of four new stores and continued investments in the company's digital and technology platforms.
ACI also continued returning capital to its shareholders. During the fiscal first quarter, the board increased the quarterly cash dividend by 13% from 15 cents to 17 cents per share. Albertsons paid a quarterly dividend of 17 cents per share on May 8, 2026, and repurchased 13.4 million shares of common stock for $226.5 million under its existing multi-year share repurchase authorization. The company declared its next quarterly cash dividend of 17 cents per share, payable on Aug. 7, 2026, to its shareholders of record as of July 24.
Sneak Peek Into Albertsons’ FY26 OutlookThe company updated its fiscal 2026 outlook to reflect continued softness in industry unit trends and a more cautious consumer, while accelerating investments and operational changes designed to strengthen its customer value proposition and improve its competitive position.
Albertsons now expects identical sales to decline between 1.5% and 0.5%, compared with its previous forecast of flat growth to a 1% increase.
Adjusted EBITDA is projected to be between $3.55 billion and $3.63 billion, down from the prior range of $3.85 billion to $3.93 billion. Adjusted earnings are expected to be between $1.75 and $1.85 per share versus the earlier outlook of $2.22-$2.32. Capital expenditures are projected in the range of $1.9-$2 billion compared with the prior expectation of $2-$2.2 billion.
Management noted that the outlook reflects an estimated 150-basis-point headwind from the Inflation Reduction Act's Medicare Drug Price Negotiation Program, which became effective on Jan. 1, 2026.
ACI Stock Past Three-Month Performance
Image Source: Zacks Investment Research
Shares of this Zacks Rank #3 (Hold) company have lost 12.2% over the past three months against the industry's 2.9% growth.
Three Picks You Can’t MissHere, we have highlighted three better-ranked stocks, namely, United Natural Foods, Inc. (UNFI - Free Report) , Newell Brands Inc. (NWL - Free Report) and The Kraft Heinz Company (KHC - Free Report) .
United Natural is the leading distributor of natural, organic and specialty food and non-food products, currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
UNFI delivered an earnings surprise of 29.9% in the trailing four quarters, on average. The Zacks Consensus Estimate for United Natural’s current fiscal-year sales and earnings indicates a decline of 2.1% and growth of 254.9%, respectively, from the year-ago reported quarter.
Newell Brands is a global manufacturer and marketer of consumer and commercial products. It has a Zacks Rank #2 (Buy) at present. NWL delivered a trailing four-quarter average earnings surprise of 9.7%.
The Zacks Consensus Estimate for Newell Brands’ current financial-year sales indicates growth of 1% from the year-ago reported numbers.
Kraft Heinz Company is one of the largest consumer packaged food and beverage companies in North America. It manufactures and markets food and beverage products and currently carries a Zacks Rank #2. KHC delivered a trailing four-quarter earnings surprise of 10.2%, on average.
The Zacks Consensus Estimate for Kraft Heinz Company’s current fiscal-year sales and earnings indicates a decline of 2% and 20.4%, respectively, from the year-earlier reported levels.
Investors interested in Security and Safety Services stocks are likely familiar with Alarm.com Holdings (ALRM) and Assa Abloy AB (ASAZY). But which of these two stocks presents investors with the better value opportunity right now?
New York, New York--(Newsfile Corp. - July 23, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Verra Mobility Corporation (NASDAQ: VRRM) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Verra securities between February 24, 2026 and May 26, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/VRRM.
Verra Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Defendants misrepresented the nature and stability of Verra's relationship with Avis Budget Group ("Avis"), including the likelihood of securing a contract extension; Defendants downplayed the risk that major rental car companies, including Avis, could replace Verra's services with in-house solutions or alternative third-party providers; and as a result, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times.What's Next for Verra Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/VRRM, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Verra you have until August 4, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Verra Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Verra Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300551
Source: Bronstein, Gewirtz & Grossman, LLC
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Investors looking for stocks in the Chemical - Specialty sector might want to consider either Axalta Coating Systems (AXTA - Free Report) or Hawkins (HWKN - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.
Currently, Axalta Coating Systems has a Zacks Rank of #2 (Buy), while Hawkins has a Zacks Rank of #3 (Hold). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that AXTA is likely seeing its earnings outlook improve to a greater extent. But this is only part of the picture for value investors.
Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels.
The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.
AXTA currently has a forward P/E ratio of 12.64, while HWKN has a forward P/E of 33.55. We also note that AXTA has a PEG ratio of 1.60. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. HWKN currently has a PEG ratio of 2.58.
Another notable valuation metric for AXTA is its P/B ratio of 2.85. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, HWKN has a P/B of 5.6.
These metrics, and several others, help AXTA earn a Value grade of B, while HWKN has been given a Value grade of D.
AXTA sticks out from HWKN in both our Zacks Rank and Style Scores models, so value investors will likely feel that AXTA is the better option right now.
New York, New York--(Newsfile Corp. - July 23, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Calix, Inc. (NYSE: CALX) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Calix securities between January 28, 2026 and April 21, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/CALX.
Calix Case Details
The Complaint alleges that throughout the Class Period, defendants failed to disclose to investors:
the Company's first quarter margins had significantly benefited from advanced purchasing of memory components; that the Company's advanced supply of memory components was dwindling; that, as a result, the Company was experiencing negative margin pressure as it was forced to purchase memory components at rising market prices; and that, as a result of the foregoing, Defendants' positive statements about the Company's margins, business, operations, and prospects were materially misleading and/or lacked a reasonable basis.What's Next for Calix Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/CALX, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Calix you have until July 27, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Calix Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Calix Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/299466
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Calix, Inc. is reiterated as a buy, with platform adoption driving contracted revenue and a more attractive entry point post-Q2 2026. Q2 2026 revenue grew 21% y/y to $293.3M, with strong Calix One contract growth and current RPO up 21% y/y. Margin weakness is attributed to higher memory costs, but surcharges and software mix should support eventual margin recovery after Q3 2026.
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Life Time Group Holdings, Inc. (LTH - Free Report) . This company, which is in the Zacks Leisure and Recreation Services industry, shows potential for another earnings beat.
This company 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 5.36%.
For the most recent quarter, Life Time Group Holdings was expected to post earnings of $0.39 per share, but it reported $0.42 per share instead, representing a surprise of 7.69%. For the previous quarter, the consensus estimate was $0.33 per share, while it actually produced $0.34 per share, a surprise of 3.03%.
Price and EPS Surprise
Thanks in part to this history, there has been a favorable change in earnings estimates for Life Time Group Holdings lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Life Time Group Holdings currently has an Earnings ESP of +1.12%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #2 (Buy) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on July 30, 2026.
When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.
While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a metric that measures the dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.
Maximus (MMS - Free Report) is headquartered in Mclean, and is in the Business Services sector. The stock has seen a price change of -33.31% since the start of the year. The government health services provider is currently shelling out a dividend of $0.33 per share, with a dividend yield of 2.29%. This compares to the Government Services industry's yield of 0.71% and the S&P 500's yield of 1.34%.
Looking at dividend growth, the company's current annualized dividend of $1.32 is up 10% from last year. Over the last 5 years, Maximus has increased its dividend 1 times on a year-over-year basis for an average annual increase of 1.91%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Maximus's current payout ratio is 17%, meaning it paid out 17% of its trailing 12-month EPS as dividend.
MMS is expecting earnings to expand this fiscal year as well. The Zacks Consensus Estimate for 2026 is $8.43 per share, which represents a year-over-year growth rate of 14.54%.
Investors like dividends for a variety of different reasons, from tax advantages and decreasing overall portfolio risk to considerably improving stock investing profits. It's important to keep in mind that not all companies provide a quarterly payout.
Big, established firms that have more secure profits are often seen as the best dividend options, but it's fairly uncommon to see high-growth businesses or tech start-ups offer their stockholders a dividend. During periods of rising interest rates, income investors must be mindful that high-yielding stocks tend to struggle. That said, they can take comfort from the fact that MMS is not only an attractive dividend play, but is also a compelling investment opportunity with a Zacks Rank of #2 (Buy).
Billions of dollars in key capital growth projects await oil and natural gas pipeline players, which could generate incremental cash flows. Rising clean energy demand from data centers is also brightening the prospects for natural gas transportation companies, enhancing the outlook for the Zacks Oil and Gas - Pipeline MLP industry.
The partnerships belonging to the industry are also benefiting from stable fee-based revenues, as most contracts are for the long term. Key players in this industry include Enterprise Products Partners LP (EPD - Free Report) , Energy Transfer LP (ET - Free Report) and ONEOK Inc. (OKE - Free Report) .
About the Industry The Zacks Oil and Gas - Pipeline MLP industry comprises master limited partnerships (or MLPs) that primarily transport oil, natural gas, refined petroleum products and natural gas liquids (NGL) to consumers in North America. Apart from transporting the commodities, the partnerships have huge capacities to store oil, natural gas and petrochemical products. The partnerships thus provide midstream services to producers and consumers of the commodities. The firms generate stable fee-based revenues from all these transportation and storage assets. The services provided by the MLPs entail the gathering and processing of commodities. The integrated midstream energy players also generate cashflows from ownership interests in fractionators and condensate distillation facilities.
What's Shaping the Future of Oil & Gas - Pipeline MLP Industry? Stable Cash Flow Generation: The midstream assets are usually booked by shippers for the long term, generating stable cash flows. The long-term contracts are mostly take-or-pay contracts, meaning shippers have to pay a minimum amount even if they don’t utilize the midstream assets. Thus, cash flow generation is highly predictable, suggesting that the business model is not very vulnerable to volatility in oil and natural gas prices.
Rising Demand From Data Centers: The natural gas transportation companies and partnerships, belonging to the industry, are well-positioned to gain from the growing clean energy demand from data centers. This is because employing their pipeline networks, the midstream players can transport natural gas to gas-fired power plants, which will provide electricity to the data centers.
Growth Capital Pipeline: Companies and partnerships in the industry are expected to generate incremental cash flow from billions of dollars in key capital projects that are either in service or set to come online.
Zacks Industry Rank Indicates Solid Opportunities The Zacks Oil and Gas - Pipeline MLP industry is a seven-stock group within the broader Zacks Oil - Energy sector. The industry currently carries a Zacks Industry Rank #53, which places it in the top 21% of more than 250 Zacks industries.
The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates bright near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
The industry’s position in the top 50% of the Zacks-ranked industries forms a favorable earnings outlook for the constituent stocks in aggregate. Before we present a few stocks that you may want to consider, let’s look at the industry’s recent stock market performance and its valuation picture.
Industry Underperforms Sector, S&P 500 The Zacks Oil and Gas - Pipeline MLP industry has underperformed the broader Zacks Oil - Energy sector and the Zacks S&P 500 Composite over the past year. The industry has rallied 16.9% in the past year compared with the broader sector’s 30.8% surge and the S&P 500's 20.5% rise.
One-Year Price Performance
Industry's Current Valuation Since midstream-focused oil and gas partnerships use fixed-rate debt for the majority of their borrowings, it makes sense to value them based on the EV/EBITDA (Enterprise Value/ Earnings before Interest, Tax, Depreciation and Amortization) ratio. This is because the valuation metric takes into account not just equity but also the level of debt.
On the basis of the trailing 12-month enterprise value-to-EBITDA (EV/EBITDA), the industry is currently trading at 12.14X, lower than the S&P 500’s 18.50X. It is, however, significantly above the sector’s trailing 12-month EV/EBITDA of 6.87X.
Over the past five years, the industry has traded as high as 12.59X and as low as 8.27X, with a median of 10.73X.
Trailing 12-Month Enterprise Value-to EBITDA (EV/EBITDA) Ratio
3 Oil & Gas Pipeline MLPs to Gain Enterprise Products Partners is a leading midstream player and therefore has a resilient business model. EPD has a pipeline network that spans more than 50,000 miles, transporting oil, natural gas, refined products and other commodities. The partnership generates stable fee-based revenues from the midstream assets as the assets are booked by shippers for the long term.
Due to the resilience of its business model, the partnership, currently carrying a Zacks Rank #3 (Hold), has been able to return capital to unitholders on an ongoing basis. Since its IPO, Enterprise Products has returned billions of dollars to unitholders through both repurchases and distributions. EPD has increased distributions for 27 consecutive years. Thus, the partnership has successfully kept cash flow steady at all business cycles.
Price and Consensus: EPD
Energy Transfer has a stable business model with its huge pipeline network of natural gas, oil and refined petroleum products across 140,000 miles. The partnership has midstream assets in all the key basins in the United States, generating stable fee-based revenues.
Energy Transfer, sporting a Zacks Rank #1 (Strong Buy), has offered a higher dividend yield than the composite stocks belonging to the industry over the past three consecutive years. For this year, the partnership is likely to see earnings growth of 18.2%.
Price and Consensus: ET
ONEOK Inc also enjoys stable fee-based revenues, banking on its vast pipeline network spanning 60,000 miles, transporting natural gas, natural gas liquids, crude oil and refined products. This shows the player’s resilient business model. Currently, OKE carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Oceaneering International is shifting toward defense, aerospace, and underwater automation, reducing reliance on cyclical oil and gas markets. OII delivered 10% revenue growth and beat Q2 2026 analyst forecasts, with management maintaining a $400–440 million annual EBITDA outlook. A forward P/E of 25.7x and a low free cash flow margin suggest the current valuation leaves little room for execution missteps.
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering OSI Systems (OSIS - Free Report) , which belongs to the Zacks Electronics - Miscellaneous Components industry.
This airport security and full-body scanner manufacturer has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 2.57%.
For the most recent quarter, OSI was expected to post earnings of $2.53 per share, but it reported $2.6 per share instead, representing a surprise of 2.77%. For the previous quarter, the consensus estimate was $2.52 per share, while it actually produced $2.58 per share, a surprise of 2.38%.
Price and EPS Surprise
For OSI, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
OSI currently has an Earnings ESP of +1.47%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner.
Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
A month has gone by since the last earnings report for KB Home (KBH - Free Report) . Shares have lost about 8.2% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is KB Home due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for KB Home before we dive into how investors and analysts have reacted as of late.
KB Home Q2 Earnings Meet, Revenues Beat on Built-to-Order ShiftKB Home reported second-quarter fiscal 2026 earnings of 43 cents per share, in line with the Zacks Consensus Estimate. Earnings declined 71.3% from $1.50 per share in the year-ago quarter.
Total revenues of $1.112 billion beat the consensus mark of $1.090 billion by 2% but decreased 27% year over year. Results reflected lower deliveries and pricing pressure, partly offset by progress in the company’s Built to Order model, which represented 73% of net orders.
KB Home’s Homebuilding HighlightsHousing revenues totaled $1.11 billion, down 27% from $1.52 billion in the prior-year quarter. The decline was primarily due to a 23% decrease in homes delivered and a 5% drop in the overall average selling price (ASP).
Homes delivered were 2,395 compared with 3,120 a year ago. The backlog conversion rate was 66%, down from 70% in the year-ago period, reflecting the strategic shift toward a higher mix of Built to Order homes. The ASP was $461,900, down from $488,700 a year ago. Sequentially, ASP rose 2%, supported by product and geographic mix.
Net orders declined 4% year over year to 3,317 homes. Net order value also fell 4% to $1.55 billion. Monthly net orders per community were four compared with 4.5 in the prior-year quarter. Management cited elevated mortgage rates, affordability pressures, weak consumer confidence, inflation and geopolitical uncertainty as factors that weighed on traffic conversion.
The cancellation rate improved to 12% of gross orders from 16% a year ago. The company ended the quarter with 280 communities, up 11% from 253 in the prior-year period.
The ending backlog was 4,526 homes, down 5% year over year. Backlog value declined 7% to $2.14 billion. However, backlog improved 26% sequentially. Management said the company expects sequential backlog growth to continue in the third quarter and anticipates returning to year-over-year backlog growth during that period.
KBH Margins Hurt by Pricing PressureHomebuilding operating income was $28.2 million compared with $131.5 million a year ago. The homebuilding operating income margin contracted to 2.5% from 8.6%.
Housing gross margin was 15.2% compared with 19.3% in the prior-year quarter. Excluding inventory-related charges of $5.6 million, adjusted housing gross margin was 15.7% compared with 19.7% a year ago.
The year-over-year margin contraction primarily reflected price reductions, higher relative land costs and reduced operating leverage. SG&A expenses were 12.7% of housing revenues compared with 10.7%, mainly due to lower operating leverage.
KBH’s Liquidity UpdateThe company ended the quarter with total liquidity of $1.12 billion, including $199.8 million in cash and $923.4 million of available revolver capacity. During the quarter, KBH repurchased 1.4 million shares for $75 million, bringing first-half repurchases to $125 million.
KBH Updates Fiscal 2026 GuidanceFor the third quarter of fiscal 2026, KBH expects deliveries of 2,600-2,800 homes and housing revenues of $1.20-$1.35 billion. Housing gross margin is projected between 16.0% and 16.6%, assuming no inventory-related charges.
For fiscal 2026, the company expects deliveries of 10,500-11,000 homes (from 10,000-11,500 homes) and housing revenues of $4.90-$5.30 billion (from $4.8-$5.5 billion). Housing gross margin is projected between 16.1% and 16.5%, assuming no inventory-related charges.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in fresh estimates.
The consensus estimate has shifted 15.4% due to these changes.
VGM ScoresAt this time, KB Home has a poor Growth Score of F, however its Momentum Score is doing a lot better with an A. Charting a somewhat similar path, the stock has a score of B on the value side, putting it in the second quintile for this investment strategy.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Notably, KB Home has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Southern California-based global lifestyle brand [url="]UGGÂ[/url] (a division of Deckers Brands [NYSE: DECK]) is showing up in a big way this Back-to-School
Key Takeaways Pilgrim's Pride's Q2 revenues are projected to rise 3% to $4.9 billion.Retail, foodservice, Prepared Foods and Just BARE demand likely supported PPC's sales growth.Higher chicken supply, weaker pricing and elevated freight and packaging costs may pressure PPC's margins. Pilgrim's Pride Corporation (PPC - Free Report) is likely to witness top-line growth when it reports second-quarter 2026 earnings on July 29. The Zacks Consensus Estimate for revenues is pegged at $4.9 billion, indicating an increase of 3% from the prior-year quarter’s reported figure.
However, the bottom line is likely to have remained soft. The consensus mark for earnings has declined 22.7% over the past 30 days to 75 cents a share, which suggests a decrease of 55.9% from the figure reported in the year-ago period. PPC has a trailing four-quarter negative surprise of 5.2%, on average.
Factors Likely to Influence PPC’s Upcoming ResultsPilgrim’s Pride’s second-quarter revenues are likely to have benefited from healthy chicken demand across retail and foodservice channels. Chicken’s affordability relative to beef likely continues to support consumption as value-conscious consumers prioritize lower-cost protein options. Growth in retail tray-pack offerings, Prepared Foods and branded products such as Just BARE is also likely to have supported the top line.
The Russellville facility conversion and Big Bird network enhancements may have improved the company’s ability to meet key customer demand and expand higher-value product offerings.
International operations have also been a driver. Europe has been seeing resilient demand for poultry and convenient meal offerings, while continued momentum in branded Fresh and Prepared Foods, supported by retail and quick-service restaurant demand, has been working well for Mexico.
However, profitability is expected to have remained under pressure despite higher sales. Increased U.S. chicken supply, weaker jumbo cutout values and soft deli small-bird pricing are likely to have weighed on margins. Mexico may have faced pressure from excess live-bird supply and imports. Costs associated with plant upgrades, production ramp-ups, and higher freight and packaging expenses are likely to have offset the benefits of stronger revenues.
Earnings Whispers for PPCOur proven model doesn’t conclusively predict an earnings beat for Pilgrim's Pride this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
Pilgrim's Pride currently carries a Zacks Rank #5 (Strong Sell) and has an Earnings ESP of -20.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks With the Favorable CombinationHere are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
Archer-Daniels-Midland Company (ADM - Free Report) currently has an Earnings ESP of +11.52% and a Zacks Rank of 2. The consensus estimate for ADM’s quarterly revenues is pinned at $22.4 billion, which calls for 5.7% growth from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Archer-Daniels’ upcoming quarter’s EPS is pegged at $1.27, which implies a 36.6% rise year over year. ADM delivered a trailing four-quarter earnings surprise of 5.4%, on average.
Kimberly-Clark Corporation (KMB - Free Report) currently has an Earnings ESP of +2.70% and a Zacks Rank of 3. The Zacks Consensus Estimate for Kimberly-Clark’s upcoming quarterly revenues is pegged at $4.2 billion. The figure indicates a 1.7% increase from the prior-year quarter.
The Zacks Consensus Estimate for Kimberly-Clark’s quarterly earnings per share is pegged at $2.00, indicating a 4.2% gain from the year-ago period figure. KMB delivered a trailing four-quarter earnings surprise of 19.1%, on average.
Monster Beverage Corporation (MNST - Free Report) currently has an Earnings ESP of +2.61% and a Zacks Rank of 3. The consensus estimate for Monster Beverage’s quarterly revenues is pinned at $2.4 billion, which suggests 14.5% growth from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at 59 cents, which calls for a 13.5% jump year over year. MNST delivered a trailing four-quarter earnings surprise of 9.6%, on average.
New York, New York--(Newsfile Corp. - July 23, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Planet Fitness, Inc. ("Planet Fitness" or the "Company") (NYSE: PLNT) on behalf of investors that purchased or otherwise acquired Planet Fitness securities between November 6, 2025 and May 6, 2026 (the "Class Period").
CLICK HERE TO JOIN THE CASE
If you are an investor in Planet Fitness and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than September 14, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.
The complaint alleges that defendants disseminated materially false and misleading statements and omissions concerning the true state of Planet Fitness' customer acquisition and marketing metrics. According to the complaint, the Company's updated marketing messaging was failing to resonate with, and was actively intimidating, its core target demographic of fitness beginners and casual gym-goers. As a result, according to the complaint, Planet Fitness was experiencing a significant headwind in net member joins during its peak first-quarter sign-up period that rendered its previously issued fiscal 2026 guidance and long term financial targets unachievable regarding the Company's business operations, growth prospects, and financial stability.
WHY CONTACT KAPLAN FOX?
Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.
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Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.
Research from Twilio (NYSE: TWLO), the infrastructure for customer engagement in the AI era, shows a stark perception gap in the public sector: while 88% of gov
Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both Gaming and Leisure Properties (GLPI - Free Report) and Omega Healthcare Investors (OHI - Free Report) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.
Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.
Right now, both Gaming and Leisure Properties and Omega Healthcare Investors are sporting a Zacks Rank of #2 (Buy). The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that both of these companies have improving earnings outlooks. However, value investors will care about much more than just this.
Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.
The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.
GLPI currently has a forward P/E ratio of 10.91, while OHI has a forward P/E of 15.72. We also note that GLPI has a PEG ratio of 1.94. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. OHI currently has a PEG ratio of 2.07.
Another notable valuation metric for GLPI is its P/B ratio of 2.52. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, OHI has a P/B of 2.76.
Based on these metrics and many more, GLPI holds a Value grade of B, while OHI has a Value grade of C.
Both GLPI and OHI are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that GLPI is the superior value option right now.
Key Takeaways Armstrong World is set to report Q2 results on July 28, with EPS seen rising 11.5% and revenues 8%.Pricing, commercial renovation demand and Architectural Specialties momentum are expected to lift sales.Productivity, higher WAVE contributions and easing tariff effects may support EBITDA and margins. Armstrong World Industries, Inc. (AWI - Free Report) is scheduled to report its second-quarter 2026 results on July 28, before the opening bell.
AWI’s earnings beat the Zacks Consensus Estimate in two of the trailing four quarters, and missed on two occasions, with the average surprise being 2.9%.
How Are Estimates Placed for AWI Stock?The Zacks Consensus Estimate for second-quarter earnings per share (EPS) has remained unchanged at $2.33 over the past 60 days. The revised estimate indicates 11.5% year-over-year growth.
The consensus estimate for revenues is pegged at $458.4 million, indicating an 8% year-over-year rise from $424.6 million.
Factors Likely to Shape AWI’s Q2 PerformanceRevenues
Armstrong World’s second-quarter revenues are likely to have benefited from continued pricing discipline, resilient demand in commercial renovation markets and sustained momentum in the Architectural Specialties segment. The Mineral Fiber business is expected to remain supported by favorable Average Unit Value, modest volume growth and improving demand from federal-government customers. Recent acquisitions, including Eventscape, Parallel and Geometrik, are also likely to have contributed incremental revenues.
Commercial activity also remains healthy across transportation, airports, healthcare and data centers. Management highlighted strong Architectural Specialties quoting activity and low-double-digit order growth, providing good visibility into the second half of 2026.
This growth is reflected in contributions from AWI’s two reportable segments: Mineral Fiber, which accounted for approximately 63% of first-quarter 2026 revenues, and Architectural Specialties, which contributed about 37%. For the Mineral Fiber unit, revenues are currently pegged at $282.5 million, up from $267 million reported a year ago. The Zacks Consensus Estimate for the Architectural Specialties segment revenues is currently pegged at $176.7 million compared with $157.6 million reported a year ago.
Armstrong World’s innovation initiatives are expected to remain another important growth driver. Continued adoption of PROJECTWORKS and Kanopi should support specification wins, customer engagement and pricing. At the same time, TEMPLOK energy-saving ceiling systems and the company’s expanding portfolio of data-center solutions are positioned to benefit from increasing demand for energy-efficient commercial buildings and AI-driven digital infrastructure. Management expects these initiatives to generate up to 1.5 percentage points of volume growth above underlying market demand in 2026.
Earnings & Margins
Armstrong World’s earnings are expected to benefit from pricing, productivity gains and higher WAVE contributions in the Mineral Fiber segment, supporting its full-year adjusted EBITDA margin target of about 44%. Our model projects second-quarter adjusted EBITDA to rise 7.9% year over year to $166.1 million.
Architectural Specialties margins are also expected to improve sequentially as the one-time tariff impact fades, acquisitions scale and recent growth investments begin to support operating leverage. However, higher raw-material and energy costs, elevated selling expenses, acquisition-integration costs and continued investments in growth initiatives could partially offset these benefits during the quarter.
What the Zacks Model Says for Armstrong WorldOur proven model does not conclusively predict an earnings beat for Armstrong World this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. This is not the case here, as you will see below.
AWI’s Earnings ESP: The company has an Earnings ESP of 0.00%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
AWI’s Zacks Rank: The stock currently carries a Zacks Rank of 3.
Stocks With the Favorable CombinationHere are some companies in the Zacks Construction sector that, according to our model, have the right combination of elements to post an earnings beat in the quarter to be reported.
Boise Cascade Company (BCC - Free Report) has an Earnings ESP of +6.50% and a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Boise Cascade’s earnings beat estimates in two of the last four quarters, missed on one occasion and met on the remaining occasion, the average surprise being 40.8%. BCC’s earnings for the second quarter of 2026 are expected to decline 25% year over year.
CRH plc (CRH - Free Report) currently has an Earnings ESP of +4.08% and a Zacks Rank of 3.
CRH’s earnings beat estimates in two of the last four quarters, missed on one occasion and met on the remaining occasion, the average surprise being 0.7%. CRH’s earnings for the second quarter of 2026 are expected to inch up 1% year over year.
Limbach Holdings, Inc. (LMB - Free Report) has an Earnings ESP of +0.26% and a Zacks Rank of 3 at present.
Limbach’s earnings beat estimates in three of the last four quarters and missed on the remaining one occasion, the average surprise being 37.3%. LMB’s earnings for the second quarter of 2026 are expected to rise 5.4% year over year.
Sabra Health Care REIT, Inc. (âSabraâ or the âCompanyâ) (Nasdaq: SBRA) today released its sixth annual Sustainability Report for fiscal year 2025.The re
Joby Aviation remains a high-conviction, execution-driven story, with upside hinging on successful certification and commercial rollout in urban air mobility. The Virgin Atlantic partnership provides JOBY with a ready-made UK distribution channel, de-risking commercialization and accelerating potential revenue ramp post-certification. Current financials show heavy losses and high cash burn, but a $2.5B liquidity position offers multiple years of runway to fund certification and scale-up.
Merck, the Dow's hottest stock, gets set to report Q4 financialsShareholders of Organon & Co. NYSE: OGN approved the company’s proposed merger agreement with Sun Pharmaceutical Holdings USA, Inc. at a virtual special meeting held Wednesday, according to preliminary voting results announced during the meeting.
The special meeting was convened solely to consider two proposals described in Organon’s proxy statement: adoption of the merger agreement and a non-binding advisory vote on merger-related compensation that may be paid to the company’s named executive officers.
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Merger Agreement Approved Lululemon Athletica Races to New High with S&P 500 EntryKirke Weaver, Organon’s General Counsel and Corporate Secretary, said the merger agreement is dated April 26, 2026, and is among Organon, Sun Pharmaceutical Holdings USA, Inc., referred to during the meeting as Sun Pharma USA, and Sun Pharma America Inc., a wholly owned subsidiary of Sun Pharma USA, referred to as Merger Sub, along with other parties.
Under the agreement described by Weaver, Merger Sub will merge with and into Organon, with Organon surviving the transaction as a wholly owned subsidiary of Sun Pharma USA. Weaver said Organon’s board of directors recommended that shareholders vote in favor of both proposals.
After the polls closed, Weaver said the Inspector of Election had informed him that the preliminary vote report showed the requisite votes had been cast in favor of adopting the merger agreement. Weaver declared the merger agreement proposal approved.
Advisory Compensation Proposal Also Passes Shareholders also approved, on a non-binding advisory basis, compensation that may be paid or become payable to Organon’s named executive officers in connection with the merger.
Weaver said the preliminary vote report indicated that the compensation proposal also received the required shareholder support. The company said final certified voting results will be reported in a Form 8-K filing with the Securities and Exchange Commission in accordance with applicable SEC rules.
Meeting Details and Quorum The meeting was called to order at 10:02 a.m. Eastern Daylight Time by Carrie Cox, Executive Chairman of the Board. Cox said members of Organon’s board and executive leadership team were present, along with representatives of PricewaterhouseCoopers LLP, Organon’s independent registered public accounting firm, and Michael Barbera, who served as Inspector of Election.
Weaver said Organon’s board set June 15, 2026, as the record date for determining shareholders entitled to vote at the special meeting. As of that date, 262,609,433 shares of common stock were outstanding and entitled to vote.
According to Weaver, the Inspector of Election reported that immediately before the meeting began, 195,671,381 shares of common stock were represented in person or by proxy, equal to approximately 74.5% of the voting power as of the record date. Weaver said that amount was sufficient to establish a quorum.
The polls opened at 10:01 a.m. Eastern Daylight Time and closed at 10:06 a.m. Eastern Daylight Time. Cox adjourned the meeting at 10:07 a.m. Eastern Daylight Time, stating that there was no further business to come before shareholders.
About Organon & Co. (NYSE:OGN)Organon & Co is a global healthcare company that was established as an independent, publicly traded entity following its spin-off from Merck & Co in June 2021. Headquartered in Jersey City, New Jersey, Organon focuses on delivering therapeutic solutions across women’s health, biosimilars, and established brands. The company’s creation reflected a strategic effort to concentrate on specialty pharmaceuticals and legacy products with proven patient impact.
In women’s health, Organon provides a broad portfolio of products addressing reproductive and gynecological conditions, including fertility treatments, contraception, and hormone replacement therapies.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Should You Invest $1,000 in Organon & Co. Right Now?Before you consider Organon & Co., you'll want to hear this.
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Wall Street expects a year-over-year increase in earnings on higher revenues when GoDaddy (GDDY - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis cloud-based technology products developer is expected to post quarterly earnings of $1.72 per share in its upcoming report, which represents a year-over-year change of +22%.
Revenues are expected to be $1.29 billion, up 6.3% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.58% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for GoDaddy?For GoDaddy, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +3.59%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that GoDaddy will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that GoDaddy would post earnings of $1.53 per share when it actually produced earnings of $1.60, delivering a surprise of +4.58%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
GoDaddy doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Key Takeaways ARM's processor architecture could benefit from rising demand for efficient AI computing infrastructure.ARM's royalty model allows growth across smartphones, data centers, automotive and edge devices.ARM supports AI expansion through its ecosystem, licensing model and next-generation computing markets. While investor enthusiasm surrounding artificial intelligence has pushed valuations across the semiconductor sector higher, Arm Holdings’ (ARM - Free Report) long-term opportunity is supported by more than short-term AI excitement. The company’s potential lies in the expanding adoption of its architecture across a broader range of computing markets, which could create durable growth opportunities as AI workloads continue evolving.
Unlike companies focused primarily on AI accelerators or networking solutions, ARM provides the underlying processor architecture that enables efficient computing across a wide range of applications. As enterprises and cloud providers increasingly prioritize energy-efficient infrastructure, demand for ARM-based processors could accelerate, particularly in areas where performance per watt becomes a critical factor.
A key advantage for Arm Holdings is its royalty-driven business model. As more customers adopt Arm-based designs and deploy products across smartphones, data centers, automotive systems and edge devices, the company can benefit from expanding royalty streams without requiring the same level of capital investment as traditional chip manufacturers. This creates the potential for sustainable revenue growth as adoption increases.
The company’s AI opportunity also extends beyond a single market. The rise of customized silicon, AI-enabled devices and specialized computing workloads creates additional avenues for ARM’s architecture to gain broader acceptance. As more industries integrate AI into their operations, the need for efficient and scalable computing solutions could strengthen demand for Arm Holdings’ technology.
Although investor expectations remain high, ARM’s AI opportunity is supported by structural industry trends rather than hype alone. The company’s ecosystem, licensing model and expanding presence across next-generation computing markets provide a foundation for long-term growth.
How Arm Holdings Stacks Up Against Key U.S. PeersNVIDIA (NVDA - Free Report) dominates the AI accelerator market with its GPUs and networking platforms. Unlike Arm Holdings, which primarily generates revenue through licensing and royalties, NVIDIA designs and sells complete hardware and software solutions. While NVIDIA's growth is driven by direct chip sales, ARM benefits as more semiconductor companies adopt its CPU architecture to develop AI-optimized processors, making the two companies complementary in many AI deployments rather than direct competitors.
Advanced Micro Devices (AMD - Free Report) competes in CPUs, GPUs and data center processors, focusing on designing and selling semiconductor products. ARM, in contrast, licenses its processor architecture to a broad ecosystem of chipmakers. As demand for custom AI chips and energy-efficient computing grows, AMD competes through product innovation, while ARM benefits from broader adoption of its intellectual property across multiple customers and end markets.
ARM’s Price Performance, Valuation and EstimatesThe stock has surged a massive 159% year to date, significantly outperforming the industry’s 35% rally.
Image Source: Zacks Investment Research
From a valuation standpoint, ARM trades at a forward price-to-sales ratio of 45.66X, well above the industry’s 13.56X. It carries a Value Score of F.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for the company’s fiscal 2027 earnings has declined over the past 30 days.
ARM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Index Dow Jones -0,92 % na 51739,82 b. S&P 500 -1,19 % na 7409,52 b. Nasdaq Composite -2,1 % na 25151,85 b.
Index Dow Jones odepisuje téměř procento pří výprodeji technologických společností. Mimo Alphabet klesá i Amazon (- 4,1 %) a Salesforce ( -3,5 %). Z indexu S&P 500 se mimo komunikační služby nedaří zbytné spotřebě, kde reportovala výsledky společnost Tesla (- 14 %).
Thermo Fisher Scientific (8,2 %) roste po kvartálním reportu. Mimo dobré čísla management uvedl, že společnost cítí oživení poptávky ve všech hlavních segmentech. Nejedná se přitom o pouhé doplňování zásob, ale i dodávání analytických přístrojů, jelikož divize Analytical Instruments vzrostla o 15 %. Tržby za minulý kvartál dosahují USD 11,99 mld. a společně se ziskem na akcii USD 6,03 překonávají očekávání trhu. Společnost rovněž navyšuje odhad celoročního zisku na akcii na horní hranu USD 25,33.
Smíšený pocit z kvartálních výsledků mají investoři Freeport-McMoRan (- 2,6 %). Společnost sice dosáhla na lepší ziskovost, než bylo očekávání a reportovala EPS ve výši USD 0,74. Meziroční nárůst prodejní ceny mědi dosáhl 40 %. Vyšší prodejní ceny tak kompenzují nižší objemy produkce, které u zlata dosahují 40 % a u mědi 18 %. Management snížil výhled prodeje v dalším kvartále kvůli pomalému obnovování těžby v indonéském dole, který by měl dosáhnout plnou kapacitu až v příštím roce.
Lockheed Martin (10 %) reportoval silné výsledky za uplynulý kvartál. Růst tržeb dosáhl 11 % na mld. 20,1 USD a zisk na akcii překonal na úrovni USD 7,94 očekávání. Management současně navýšil celoroční výhled a tržby posadil mezi USD 79,75 – 81,75 mld. při zisku na akcii 29,95 – 30,65. Nevyřízené zakázky dosahují historické maximum společnosti USD 230 mld.
Po včerejším uzavření trhu reportovala výsledky i společnost Texas Instruments (- 4,4 %). Růst tržeb meziročně dosáhl na 23 % a nad konsenzus se dostal i zisk na akcii ve výši USD 2,14. Management v dalším kvartálu očekává jeho další růst na USD 2,23 – 2,57. Provozní výsledky a výhled byl slušný, ale trh nadále vyrušuje výše capex investic, které omezuje volné cash flow.
Výsledky dále zveřejnila i IBM (- 0,5 %) a společnost Alphabet (- 6,6 %).
SK Hynix (4,9 %) stanovuje limit na celkový počet vydaných ADR, které se obchodují v USA na 2,5 % všech akcií společnosti.
Uber Technologies (- 2,15 %) propustil 10 % zaměstnanců v divizi Community Operations, která se stará o zákaznickou a řidičskou podporu. Společnost dříve propustila přibližně 23 % zaměstnanců HR. K zefektivnění provozu ji pomáhá umělá inteligence.
Blízký východ je nadále velmi turbulentní. Futures na ropu Brent jsou opět nad USD 100 při téměř 7 % růstu. WTI se obchoduje nad USD 92. Hútíové oznámili, že zaútočili na dva saúdské tankery v Rudém moři. Posilují ropné společnosti. Exxon připisuje 1,87 % a Chevron roste o 1,5 %.
Index S&P 500 -1,19 % na 7409,52 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Průmysl +1,8 % Zbytná spotřeba -4,9 % Energie +1 % Komunikační služby -4,8 % Zdravotní péče +0,8 % Nezbytná spotřeba -1,4 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Allegion (ALLE) +13 % Tesla (TSLA) -14 % United Rentals (URI) +12 % Rollins (ROL) -9,3 % Lockheed Martin Corp (LMT) +10 % Dover Corp (DOV) -7,7 % Thermo Fisher Scientific (TMO) +8,2 % Globe Life (GL) -7,7 % RTX Corp (RTX) +7,2 % T-Mobile US (TMUS) -6,8 %
Marek Kameništiak
Fio banka, a.s.
Prohlášení
Harley-Davidson (HOG - Free Report) reported $1.11 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 6.1%. EPS of $0.75 for the same period compares to $0.88 a year ago.
The reported revenue represents a surprise of -0.38% over the Zacks Consensus Estimate of $1.12 billion. With the consensus EPS estimate being $0.62, the EPS surprise was +20.97%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Harley-Davidson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
HDMC Worldwide Motorcycle Shipments - Total: 39,209 versus 39,690 estimated by three analysts on average.Worldwide Retail Sales of Harley-Davidson Motorcycles - United States: 27,574 compared to the 26,837 average estimate based on two analysts.Worldwide Retail Sales of Harley-Davidson Motorcycles - Canada: 2,177 versus 2,230 estimated by two analysts on average.Worldwide Retail Sales of Harley-Davidson Motorcycles - EMEA: 6,959 versus the two-analyst average estimate of 7,309.Revenue- Motorcycles and related products- HDMC revenue- Licensing: $6.3 million versus the three-analyst average estimate of $5.71 million. The reported number represents a year-over-year change of +6%.Revenue- Live Wire: $9.11 million versus the three-analyst average estimate of $4.74 million. The reported number represents a year-over-year change of +51.6%.Revenue- Motorcycles and related products- HDMC revenue- Apparel: $56.07 million versus the three-analyst average estimate of $52.96 million. The reported number represents a year-over-year change of +1.5%.Revenue- Motorcycles and related products (HDMC & Live Wire): $1.11 billion compared to the $1.12 billion average estimate based on three analysts. The reported number represents a change of +6.1% year over year.Revenue- Motorcycles and related products- HDMC revenue- Other: $16.91 million versus $18.5 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -3.6% change.Revenue- Motorcycles and related products- HDMC revenue: $1.1 billion versus the three-analyst average estimate of $1.11 billion.Revenue- Motorcycles and related products- HDMC revenue- Motorcycles: $848.06 million versus the three-analyst average estimate of $850.82 million. The reported number represents a year-over-year change of +9%.Revenue- Motorcycles and related products- HDMC revenue- Parts & Accessories: $176.95 million compared to the $185.18 million average estimate based on three analysts. The reported number represents a change of -5.3% year over year.View all Key Company Metrics for Harley-Davidson here>>>
Shares of Harley-Davidson have returned +8.1% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Key Takeaways EQR beat Q2 normalized FFO estimates as same-store NOI benefited from strong occupancy and renewals.Equity Residential raised the midpoint of its same-store revenue and NOI growth outlook for 2026.EQR agreed to an all-stock merger with AvalonBay Communities targeting $175M in annual gross synergies. Equity Residential (EQR - Free Report) reported second-quarter 2026 normalized funds from operations of $1.02 per share, which beat the Zacks Consensus Estimate of $1.01 and rose 3% year over year. Rental income increased 2.1% to $785.05 million but missed the Zacks Consensus Estimate marginally.
Results reflected higher same-store net operating income (NOI) supported by strong physical occupancy and better-than-anticipated renewal rates achieved. The company raised the midpoint of 2026 same-store revenue and NOI guidance.
Same-store residential revenues rose 2.1%, supported by firm occupancy and better-than-anticipated renewal pricing. San Francisco and New York remained the strongest markets.
EQR's Same-Store Operations Maintain MomentumTotal same-store revenues increased 1.9% year over year, while expenses rose 3%. Same-store NOI advanced 1.4%. Physical occupancy was 96.2% compared with 96.6% in the prior-year quarter. We estimated the same to be 96.5%.
Same-store residential lease rates grew 1.8%. Higher ancillary income, utility recoveries and other items added 0.5% to revenue growth, while improved net bad debt contributed 0.2%. Vacancy reduced growth by 0.3%, and leasing concessions lowered it by 0.1%.
Equity Residential Sees Leasing Trends ImproveRenewal pricing remained the primary support for rent growth. The renewal rate achieved was 5.2% in the second quarter compared with 5.1% a year earlier. New-lease rates declined 0.7%, resulting in blended rate growth of 2.8%.
Preliminary July data showed further progress. Blended rate growth accelerated to 3%, as new-lease change improved to negative 0.1%. Renewal rates remained healthy at 4.9%, while physical occupancy held at 96.2%. Net effective asking rents were up roughly 7.5% from the beginning of 2026.
EQR's Coastal Markets Drive Portfolio GainsSan Francisco continued to outperform expectations. Strong demand drove a 6.5% increase in average rental rates, higher physical occupancy and very low turnover. New York also benefited from limited new supply and strong demand, producing a 4.3% increase in average rental rates.
Performance was softer in Washington, D.C., where a muted labor market weighed on demand. Los Angeles and Seattle entered the primary leasing season with weaker demand, leading to greater concession use, lower occupancy and softer blended rates. Expansion markets continued to absorb elevated available inventory.
Equity Residential Advances Portfolio StrategyDuring the quarter, the company sold two properties containing 515 apartment units for approximately $164 million. The properties, located in Los Angeles and San Francisco, were sold at a weighted-average disposition yield of 5.3%. EQR did not acquire any properties.
The company completed a 440-unit partially owned development in suburban Boston at a total cost of approximately $232.2 million. It also completed an unconsolidated 369-unit development in suburban Seattle costing approximately $185.3 million. The portfolio ended June with 312 properties and 85,520 apartment units.
EQR Moves Toward AvalonBay CombinationEQR and AvalonBay Communities agreed to an all-stock merger of equals that would create a company with more than 180,000 apartments and an enterprise value of approximately $71 billion. The companies expect $175 million of annual gross synergies within 18 months before projected real estate tax reassessments.
Equity Residential Raises Operating OutlookManagement raised the midpoint of its full-year same-store revenue growth outlook by 20 basis points. The revised range is 2.1%-2.7% compared with the previous range of 1.2%-3.2%. The improvement reflects stronger San Francisco momentum and better net bad-debt trends. The company suspended its full-year EPS, FFO and core FFO outlook because of the proposed merger with AvalonBay Communities.
The midpoint of the same-store NOI growth forecast increased 30 basis points. EQR now expects growth of 1.5%-2.1% versus the prior range of 0.5%-2.5%. The expense growth outlook remains 3%-4%, while expected physical occupancy was adjusted to 96.3% from 96.4%.
EQR's Zacks RankEQR currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Upcoming Earnings ReleasesWe now look forward to the earnings releases of other residential REITs, such as Essex Property Trust (ESS - Free Report) and Invitation Homes (INVH - Free Report) , which are slated to report on July 29.
The Zacks Consensus Estimate for Essex Property’s second-quarter 2026 FFO per share is pegged at $4.03, which implies flat growth year over year. ESS currently carries a Zacks Rank #3.
The Zacks Consensus Estimate for INVH’s second-quarter 2026 FFO per share is pegged at 49 cents, which suggests a year-over-year increase of 2.1%. INVH currently carries a Zacks Rank #3.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO), a widely used metric to gauge the performance of REITs.
Cullen/Frost Bankers (CFR - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis financial holding company is expected to post quarterly earnings of $2.53 per share in its upcoming report, which represents a year-over-year change of +5.9%.
Revenues are expected to be $594.16 million, up 4.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.22% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Cullen/Frost?For Cullen/Frost, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.19%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Cullen/Frost will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Cullen/Frost would post earnings of $2.46 per share when it actually produced earnings of $2.65, delivering a surprise of +7.72%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Cullen/Frost appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAnother stock from the Zacks Banks - Southwest industry, FinWise Bancorp (FINW - Free Report) , is soon expected to post earnings of $0.24 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of -17.2%. Revenues for the quarter are expected to be $46.02 million, up 83.6% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for FinWise Bancorp has remained unchanged. Nevertheless, the company now has an Earnings ESP of -8.33%, reflecting a lower Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that FinWise Bancorp will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Ralph Lauren is rated hold as valuation approaches luxury peers, with shares up 9.5% YTD and trading at 19x forward earnings. Growth in Asia, particularly China, and women's apparel expansion are key drivers, but further evidence of sustainable execution is needed. Consensus estimates for the upcoming quarter are bullish, with $1.8bn revenue, $4.29 EPS, and a 73% gross margin expected.
NEW YORK, July 23, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Helen of Troy Limited (NASDAQ: HELE) and certain of its officers. This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Helen of Troy securities between April 24, 2024 and October 8, 2025, both dates inclusive (the “Class Period”).
Key Takeaways Reynolds Consumer Products is expected to deliver second-quarter revenue and EPS growth year over year.REYN is leveraging brand strength, pricing and productivity initiatives to support margins and market share.Commodity inflation and cautious consumer demand remain key headwinds ahead of the quarterly results. Reynolds Consumer Products Inc. (REYN - Free Report) is slated to report second-quarter 2026 results on July 29, before market open. The company is likely to report bottom and top-line growth when it posts the quarterly results.
The Zacks Consensus Estimate for the company’s earnings is pegged at 41 cents per share, which indicates an increase of 5.1% from the year-ago quarter’s reported figure. The consensus mark has remained stable in the past 30 days. For second-quarter revenues, the consensus mark is pegged at $941.5 million, indicating a 0.4% rise from the year-ago quarter’s reported figure.
In the last reported quarter, the company delivered an earnings surprise of 12%. Its earnings outperformed the Zacks Consensus Estimate by 5.2%, on average, in the trailing four quarters.
Key Factors to Note For REYN’s Q2Reynolds Consumer Products’ quarterly performance is expected to have benefited from its strength in brands and the solid execution of its strategic efforts. The company is leveraging its strong portfolio, including brands such as Reynolds Wrap and Hefty, to reinforce its leadership across household essentials while adapting to evolving consumer needs. By supporting its iconic brands with targeted advertising and promotional activities, the company aims to gain market share and consistently outperform underlying category growth.
The company has been focused on improving operational efficiency through productivity initiatives across its manufacturing network and supply chain. Investments in automation, procurement optimization and manufacturing efficiencies have been helping REYN reduce costs, improve margins and enhance operational resilience. In addition, the company has successfully implemented price increases and optimized its price-pack architecture to offset rising raw material costs, particularly in aluminum and resin.
REYN’s quarterly results are likely to be further bolstered by innovations and omnichannel capabilities. The company is broadening its portfolio beyond traditional household staples alongside strengthening its market leadership through strategic investments in marketing, merchandising and customer partnerships.
Reynolds Consumer Products continues to strengthen its digital and omnichannel capabilities. Supported by strong execution and high service levels, the company has deepened partnerships with retail customers and improved product availability across online and brick-and-mortar channels. All the aforesaid factors are likely to have driven the company’s performance in the to-be-reported quarter. On its last earnings call, management had guided second-quarter 2026 revenues in the range of down 2% to up 1% compared with the year-earlier quarter’s revenues of $938 million. It had expected earnings per share of 39-43 cents and adjusted EBITDA of $165-$175 million for the to-be-reported quarter.
On the flip side, Reynolds Consumer Products continues to witness higher costs and commodity inflation for a while now. Cost headwinds from rising aluminum and resin prices are likely to have acted as deterrents. The company is also facing uneven demand dynamics across its business segments amid heightened promotional activity and a cautious consumer environment. These factors are likely to have acted as deterrents during the quarter to be reported.
What the Zacks Model UnveilsOur proven model does not conclusively predict an earnings beat for Reynolds Consumer Products this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Reynolds Consumer Products currently has an Earnings ESP of 0.00% and a Zacks Rank of 3.
The recent market movements show that REYN’s shares have risen 23.4% in the past three months compared with the industry's 4.5% growth.
Stocks With the Favorable CombinationHere are some companies, which according to our model, have the right combination of elements to post an earnings beat:
SharkNinja, Inc. (SN - Free Report) currently has an Earnings ESP of +1.29% and a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.
SN is likely to register bottom and top-line growth when it reports second-quarter 2026 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $1.6 billion, indicating a 13.5% increase from the figure reported in the year-ago quarter.
The consensus estimate for SN’s second-quarter earnings is pegged at $1.09 per share, implying 12.4% growth from the year-ago quarter’s actual. The consensus mark has dipped a penny in the past 30 days.
MGM Resorts International (MGM - Free Report) currently has an Earnings ESP of +0.08% and a Zacks Rank of 3. MGM is likely to register a top-line increase when it reports second-quarter 2026 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $4.5 billion, indicating a 1.5% rise from the figure reported in the year-ago quarter.
The consensus estimate for MGM Resorts’ second-quarter earnings is pegged at 60 cents a share, implying a 24.1% decrease from the year-earlier quarter. The consensus mark has been stable in the past 30 days.
Alto Ingredients, Inc. (ALTO - Free Report) currently has an Earnings ESP of +0.05% and a Zacks Rank of 3. ALTO is likely to register bottom-and top-line growth when it reports second-quarter 2026 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $242.7 million, indicating 11.1% growth from the figure reported in the year-ago quarter.
The consensus estimate for ALTO’s second-quarter earnings is pegged at eight cents a share, implying a 153.3% increase from the year-earlier quarter. The consensus mark has been stable in the past 30 days.
E.l.f. Beauty (ELF -3.63%) hasn't given investors a lot to cheer about lately, with the stock down about 30% over the past year. However, that could be about to change as the company starts to rev up the growth of its recently acquired Rhode brand and expand its namesake brand into a new category.
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Growth catalysts ahead E.l.f. completed its $1 billion acquisition of Rhode last August. At the time of the deal, the high-end skincare line founded by celebrity Hailey Bieber had quickly grown to over $200 million in sales, offering just a handful of products on its website with little marketing outside of Bieber's own fame. E.l.f. is now in the process of ramping up Rhode's growth, which should help bring renewed interest to the stock.
Before its acquisition, Rhode had already entered an agreement to start being sold in LVMH's Sephora stores. Rhode saw strong success with its launch in U.S. and Canadian Sephora stores, but it has now started to expand overseas. After a highly successful debut at Sephora stores in the U.K. last September, e.l.f. will now expand the Rhode brand throughout Europe, both within Sephora stores and online. It also entered the Australia and New Zealand markets in February, and began offering its products direct to consumers in Mexico in June.
In addition to expanding internationally, Rhode has also started to expand its product assortment. With its Summer 2026 collection, the brand broadened its color cosmetic portfolio by entering the bronzer category while introducing other new items, like its Highlight Milk, its first-ever skin-prep, skin-finish crossover product. This follows an earlier move into spot treatment products, like pimple patches.
Image source: The Motley Fool.
Meanwhile, e.l.f. is also looking to make a big move with its namesake brand. After disrupting the mass-market cosmetics category, the company is now set to go after the hair care category. It said its research showed that 77% of its customers were interested in e.l.f. offering hair care products, and that two limited-edition products scored high marks with consumers. It will enter the category with a new marketing campaign with products including shampoo, conditioner, treatment oil, styling spray/cream, and a styling cream wand. The products will be sold at Target and through TikTok shops.
Between Rhode's increased product assortment and distribution and e.l.f.'s entry into hair care, the company should see strong growth in the coming years. Meanwhile, the stock looks like a bargain, trading at a forward P/E of less than 22 times fiscal 2028 (ending March 2028) analyst estimates. Overall, e.l.f. is a growth stock that looks ready to rally.
Geoffrey Seiler has positions in LVMH Moët Hennessy - Louis Vuitton and e.l.f. Beauty. The Motley Fool has positions in and recommends Target. The Motley Fool recommends Lvmh Moët Hennessy - Louis Vuitton, Société Européenne and e.l.f. Beauty. The Motley Fool has a disclosure policy.
KKR & Co. Inc. (KKR - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis company is expected to post quarterly earnings of $1.41 per share in its upcoming report, which represents a year-over-year change of +19.5%.
Revenues are expected to be $1.52 billion, up 18.5% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.24% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for KKR & Co.?For KKR & Co., the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.21%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that KKR & Co. will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that KKR & Co. would post earnings of $1.28 per share when it actually produced earnings of $1.39, delivering a surprise of +8.59%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
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KKR & Co. doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
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Cleveland-Cliffs Inc. stock is up sharply after the company provided strong guidance for the upcoming quarter. Short-term momentum will likely be sustained, and the valuation gap with more profitable competitors should narrow down. Market participants, however, will likely continue to attach a higher risk premium on CLF stock given the company's history of underperformance.
3 Stocks That Could Benefit as the Robotaxi Race Heats UpMobileye Global NASDAQ: MBLY reported a largely stable second quarter for revenue while profitability improved sharply, as executives pointed to stronger-than-market EyeQ chip volumes, a new Israeli research and development incentive and an expanded push into robotaxis as key themes for the company’s next phase.
On the company’s second-quarter 2026 earnings call, President and Chief Executive Officer Amnon Shashua said Mobileye’s core business “continues to perform very well in 2026,” providing what he called “a strong foundation” for upcoming advanced product launches. For the quarter ended June 27, 2026, EyeQ volume rose 3% year over year, outperforming the production volume of Mobileye’s top 10 customers by more than eight percentage points, Shashua said.
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Netflix, Pulte, and Mobileye Are Buying Their Own Dips—Should You?Revenue was $508 million, which Chief Financial Officer Moran Shemesh said was relatively flat compared with the year-earlier quarter, Mobileye’s highest revenue quarter of 2025. Shemesh said volume totaled 10 million units, above the company’s expectations, driven by higher share within certain automakers, higher ADAS fitment rates in emerging markets and stronger China OEM export volume.
Profitability Boosted by Israeli R&D Incentive Mobileye’s adjusted operating income was $155 million in the second quarter, up 46% from a year earlier, while adjusted operating margin expanded to 31%, up about 10 percentage points from the second quarter of 2025. Shemesh said the increase was more than accounted for by the recognition of $93 million in contra R&D expense tied to a new R&D incentive enacted by the Israeli government during the quarter.
Mobileye's Manic Monday: A Buy Signal in Auto TechAbout half of that benefit related to the second quarter, while the other half reflected the retroactive first-quarter impact, Shemesh said. She added that the new regime became law during the second quarter but is effective from the start of 2026. Mobileye expects the benefit to continue in future years, though Shemesh noted it is subject to potential changes in law and could vary by quarter based on qualifying R&D expenditures, exchange rates and other factors.
Shashua said the first half of the year provides a more representative view of Mobileye’s underlying performance because the second quarter included the first-quarter R&D credit impact. First-half revenue rose 13% year over year, while production volume at the company’s core customers declined 3%, he said. First-half adjusted operating margin was 23%, up six percentage points from a year earlier. Mobileye generated $210 million of operating cash flow in the first half.
Guidance Raised for 2026 Mobileye increased its full-year revenue outlook to a midpoint of $1.995 billion and tightened the range, implying 4% to 7% revenue growth. Shemesh said the midpoint assumes slightly more than 39 million EyeQ units, nearly 1 million more than the company’s prior outlook. The upside is being partially offset by lower expectations in the aftermarket and Moovit businesses and the pushout of some advanced product samples into 2027.
The company also raised its adjusted operating income outlook to a midpoint of $395 million, up from $210 million previously. Mobileye is incorporating $180 million to $200 million of benefit from the R&D incentive in its full-year outlook. Shemesh said this positive impact, along with higher revenue, is being partly offset by increased spending to support early robotaxi expansion activities and a modest rise in operating expenses related primarily to foreign exchange.
For the third quarter, Shemesh said Mobileye expects 9.3 million to 9.5 million EyeQ units and revenue to decline about 5% to 6% year over year. Gross margin is expected to be slightly below second-quarter levels, while operating expenses excluding the R&D incentive are expected to rise slightly from the second quarter due to typical seasonality.
Robotaxi Strategy Expands Beyond Supplying Technology Shashua said Mobileye has decided to establish a “fully vertically integrated robotaxi offering” in which the company will control all aspects of the value chain. The initiative targets a 2027 launch in at least one U.S. city and will proceed in parallel with Mobileye’s existing self-driving system development.
Shashua said Mobileye has gained confidence from the progress of its work with Volkswagen Group company MOIA, including public rider testing with safety drivers in Hamburg, Germany, using vehicles equipped with Mobileye’s self-driving system. He said the company expects additional milestones through 2026 and 2027.
During the question-and-answer portion of the call, Shashua said several factors had changed since Mobileye previously considered whether to operate robotaxi fleets itself. He cited increased availability of level-four-ready base vehicles, more mature compute and sensor stacks, and greater clarity on demand and revenue per robotaxi. He said Mobileye’s calculations indicate revenue of about $125,000 per robotaxi per year, which he called conservative, and a vehicle cost below $100,000 with Mobileye’s sensors and compute.
Shashua said the strategy would give Mobileye flexibility, including operating vehicles in its own service, deploying them on third-party platforms or selling vehicles to robotaxi operators with recurring revenue as vehicles generate rider fares. The company plans to use Moovit, its mobility division, for fleet supply, demand optimization, trip planning and rider engagement. Shashua said Moovit will shift resources away from the B2B side of its business and reduce headcount to focus on the new strategy.
ADAS, China Exports and Advanced Programs Mobileye executives said the company continues to benefit from several secular drivers, including growth in India, exports by Chinese automakers into emerging markets and new customer wins. Shashua said Surround ADAS is expected to drive average selling price growth starting in 2028.
Shashua also discussed recent Stellantis awards, saying Mobileye won a high-volume 2027 program with Cloud-Enhanced ADAS that supports highway hands-free driving in a cost-efficient package. He said a lower-volume, later-timing, higher-risk program was awarded to other suppliers, an outcome he described as consistent with how automakers are allocating risk.
Nimrod Nehushtan, executive vice president of business development and strategy, said the Stellantis program is an upgrade of an existing production project and will introduce REM through Cloud-Enhanced ADAS. He said the implementation is relatively straightforward for the automaker and provides Mobileye with a tailwind in average selling price. Nehushtan said Stellantis intends to adopt the technology broadly across its vehicles beginning in 2027, gradually moving toward standard-fit integration of REM in its fleet.
On China, Nehushtan said Mobileye has benefited from export growth at Chinese automakers including Geely and Chery, with “the vast majority” of those export volumes using Mobileye’s EyeQ system. He said those automakers have also nominated Mobileye for future programs, which he described as a vote of confidence in Mobileye’s system for export markets.
CEO Succession and Long-Term Opportunities Shashua addressed his decision to step down as chief executive once a successor is appointed, saying Mobileye is entering a new phase as SuperVision, Chauffeur and Drive move toward commercialization. He said the board has assembled a search committee and is “casting a wide net” for the company’s next leader.
Following the appointment of a successor, Shashua said he aims to focus on technology strategy, innovation and long-term opportunities. He identified robotaxis and humanoid robotics as major long-term opportunities built on the same “physical AI foundation.”
In response to analyst questions, Shashua said he believes autonomous vehicle technology is “largely solved” from a scientific standpoint for the programs Mobileye has underway, while humanoid robotics remains an area where he wants to spend more time. He said Mobileye is still targeting 2028 for an initial humanoid robot deployment, with a business-to-consumer focus and about 500 units expected to be built that year.
About Mobileye Global (NASDAQ:MBLY)Mobileye Global Inc NASDAQ: MBLY is a leader in the development of advanced driver-assistance systems (ADAS) and autonomous driving technologies. Headquartered in Jerusalem, Israel, the company designs and supplies computer vision-based solutions that enable vehicles to detect and respond to road conditions, obstacles and signage. Mobileye's core offering centers on its proprietary EyeQ system-on-a-chip (SoC) family, which processes video streams from automotive cameras to deliver features such as lane-keeping assist, adaptive cruise control, collision prevention and traffic sign recognition.
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