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Universal Display Corp. (OLED - Free Report) reported $152.16 million in revenue for the quarter ended June 2026, representing a year-over-year decline of 11.4%. EPS of $1.06 for the same period compares to $1.41 a year ago.

The reported revenue represents a surprise of -3.93% over the Zacks Consensus Estimate of $158.37 million. With the consensus EPS estimate being $1.04, the EPS surprise was +1.92%.

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 Universal Display performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenue- Material sales: $66.19 million versus $87.29 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -25.3% change.Revenue- Contract research services: $4.75 million versus the three-analyst average estimate of $6.15 million. The reported number represents a year-over-year change of -36.4%.Revenue- Royalty and license fees: $81.21 million versus $64.97 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7.3% change.View all Key Company Metrics for Universal Display here>>>

Shares of Universal Display have returned -3.5% over the past month versus the Zacks S&P 500 composite's -1.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

Ryan Specialty Group (RYAN - Free Report) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.61 per share. This compares to earnings of $0.66 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +21.31%. A quarter ago, it was expected that this insurance company would post earnings of $0.43 per share when it actually produced earnings of $0.47, delivering a surprise of +9.3%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Ryan Specialty, which belongs to the Zacks Insurance - Brokerage industry, posted revenues of $916.65 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.91%. This compares to year-ago revenues of $855.17 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Ryan Specialty shares have lost about 10% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Ryan Specialty?While Ryan Specialty has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Ryan Specialty was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.51 on $805.01 million in revenues for the coming quarter and $2.06 on $3.27 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Insurance - Brokerage is currently in the bottom 35% of the 250 plus Zacks industries. 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.

Another stock from the same industry, Accelerant Holdings (ARX - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 13.

This company is expected to post quarterly earnings of $0.16 per share in its upcoming report, which represents a year-over-year change of +14.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Accelerant Holdings' revenues are expected to be $274.08 million, up 25.1% from the year-ago quarter.

Schneider National (SNDR - Free Report) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.21 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +31.82%. A quarter ago, it was expected that this trucking company would post earnings of $0.11 per share when it actually produced earnings of $0.12, delivering a surprise of +9.09%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Schneider National, which belongs to the Zacks Transportation - Services industry, posted revenues of $1.57 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.02%. This compares to year-ago revenues of $1.42 billion. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Schneider National shares have added about 32.9% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Schneider National?While Schneider National has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Schneider National was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.25 on $1.55 billion in revenues for the coming quarter and $0.91 on $5.99 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Transportation - Services is currently in the top 37% of the 250 plus Zacks industries. 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.

Matson (MATX - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 3.

This ocean transportation and logistics services company is expected to post quarterly earnings of $3.74 per share in its upcoming report, which represents a year-over-year change of +28.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Matson's revenues are expected to be $906.81 million, up 9.2% from the year-ago quarter.

James M. Cracchiolo, the chairman and CEO of Ameriprise Financial, Inc. (AMP +0.77%), disposed of 52,932 shares at $545.69 per share on July 28, 2026, according to a recent SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$28.9 millionShares sold (directly held)52,932Post-transaction shares (directly held)107,633Post-transaction shares (indirectly held)1,738Post-transaction value$59.78 millionTransaction value based on SEC Form 4 weighted average sale price ($545.69); post-transaction value based on July 28, 2026 market close ($546.62).

Key questionsWhat were the mechanics of this disposition?
The transaction was initiated by the exercise of 52,932 stock options at a strike price of $165.41. To cover the resulting tax liabilities, James M. Cracchiolo had 34,912 shares withheld by the company, while the remaining 18,020 shares were sold in the open market at weighted average prices ranging from $545.00 to $546.67.How are the CEO's remaining shares distributed?
After the reported activity, the CEO holds 107,633 shares directly. The executive also maintains indirect ownership of 1,738 shares held through the Ameriprise Financial Stock Fund within the firm's 401(k) plan.What is the current valuation context for Ameriprise Financial?
The transaction was executed at $545.69 per share, slightly below the trade-date market close of $546.62. As of the July 29, 2026 market close, the stock was priced at $540.29, giving the company a total market capitalization of $48.6 billion.Company OverviewMetricValueShare Price (as of market close 2026-07-29)$540.29Market Capitalization$48.6 billionRevenue (TTM)$18.9 billionNet Income (TTM)$3.9 billionCompany SnapshotAmeriprise Financial provides comprehensive financial planning, asset management, and insurance services across multiple business segments, including Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other operations.The company generates revenue through advisory fees, asset management fees, insurance premiums, and brokerage commissions, leveraging its integrated platform to serve retail clients, businesses, and institutional investors.Ameriprise targets affluent individuals and households seeking comprehensive wealth management solutions, as well as institutional clients requiring sophisticated asset management and retirement planning services.Ameriprise Financial operates as a diversified financial services holding company with a market capitalization of $48.6 billion. The company maintains a competitive position through its integrated business model that combines advisory services, asset management capabilities, and insurance products to deliver comprehensive wealth management solutions. With TTM revenue of $18.9 billion and net income of $3.9 billion, Ameriprise demonstrates substantial scale and profitability within the asset management and financial services sector.

What this transaction means for investorsOptions struck at $165.41 against a stock near $546 is a spread of roughly $380 a share, and Cracchiolo exercised almost 53,000 of them in one move. Most of the resulting shares, 34,912, went straight back to cover taxes. Plus, he still holds 107,633 shares directly. For a long-time CEO (of over 20 years) cashing in an option grant near record highs, this is pretty standard, and it tells you little beyond that the options were deep in the money.

The results underneath, meanwhile, are strong, even if the stock performance is tepid. Ameriprise grew second-quarter revenue 13% to nearly $5 billion, lifted adjusted operating earnings per share 22% to $11.07, and pushed return on equity to a solid 55%. Assets under management, administration, and advisement climbed 14% to $1.8 trillion. Cracchiolo said the company "delivered another great quarter,” which saw the firm return $932 million to shareholders. Of course, investors might want to see some more momentum in the stock, with shares up only about 5% over the past year despite 22% earnings growth. That effectively means the market is paying less per dollar Ameriprise earns, and either it re-rates, or growth has to keep outrunning a skeptical multiple.

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About the Author

Jonathan Ponciano is a contributing stock market analyst at The Motley Fool. He has nearly a decade of experience as a financial journalist, most recently as an editor and senior reporter at Forbes focused on markets, technology, and entrepreneurship. Jonathan has also written for Investopedia and the Los Angeles Business Journal. He holds a dual B.A. in Business Journalism and Economics from the University of North Carolina at Chapel Hill and an M.B.A. from Columbia Business School. A North Carolina native now based in New York City, Jonathan has also lived in Mexico City and Los Angeles.

The Bancorp (TBBK - Free Report) came out with quarterly earnings of $1.45 per share, beating the Zacks Consensus Estimate of $1.36 per share. This compares to earnings of $1.27 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +6.62%. A quarter ago, it was expected that this holding company for The Bancorp Bank would post earnings of $1.34 per share when it actually produced earnings of $1.41, delivering a surprise of +5.22%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

The Bancorp, which belongs to the Zacks Banks - Northeast industry, posted revenues of $163.51 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 1.91%. This compares to year-ago revenues of $181.24 million. The company has not been able to beat consensus revenue estimates over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

The Bancorp shares have added about 0.1% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for The Bancorp?While The Bancorp has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for The Bancorp was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.42 on $167.68 million in revenues for the coming quarter and $5.95 on $678.77 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Banks - Northeast is currently in the top 21% of the 250 plus Zacks industries. 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.

StoneX Group Inc. (SNEX - Free Report) , another stock in the broader Zacks Finance sector, has yet to report results for the quarter ended June 2026.

This company is expected to post quarterly earnings of $0.76 per share in its upcoming report, which represents a year-over-year change of +40.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

StoneX Group Inc.'s revenues are expected to be $1.32 billion, up 28.5% from the year-ago quarter.

4 Cold-Weather Stocks to Buy as Winter Spending Heats UpColumbia Sportswear NASDAQ: COLM reported second-quarter net sales growth that exceeded its guidance, supported by international markets and e-commerce, while U.S. store traffic and consumer spending pressures continued to weigh on domestic results.

Net sales increased 2% from a year earlier to $614 million. Chairman and Chief Executive Officer Tim Boyle said international sales, which account for more than 40% of company revenue, rose 9% year over year, while U.S. sales declined 4%.

Get Columbia Sportswear alerts:

Tariff Troubles: 3 Stocks Planning Higher PricesReported profitability was materially affected by refunds of previously paid U.S. IEEPA tariffs. Columbia recognized about $78 million in tariff refunds and interest during the quarter, including a $60 million benefit to operating margin, primarily through lower cost of sales, and $2 million of interest income. Another $15 million was recorded as a reduction to inventory.

Including the refunds, gross margin expanded 920 basis points to 58.3% and earnings per share were $0.52. Excluding the tariff-refund impact, the company said it would have reported a loss per share of $0.41, roughly in line with the midpoint of its guidance range. Excluding refunds, gross margin declined 50 basis points, reflecting incremental tariffs and increased discounting.

U.S. weakness offset by international growth VF Corp's Comeback Story: Supreme Sale and Cost Cuts Boost StockBoyle said U.S. direct-to-consumer brick-and-mortar traffic softened during the quarter as inflationary pressure affected discretionary spending. The weaker traffic led to higher discounts and lower-than-expected store sales. U.S. direct-to-consumer sales declined slightly, with store closures and softer traffic largely offset by improved conversion.

U.S. wholesale sales declined by a high-single-digit percentage, primarily because of a lower spring 2026 wholesale order book. However, Chief Financial Officer Jim Swanson said order conversion was stronger than anticipated.

U.S. e-commerce rose by a low-single-digit percentage and exceeded plan, driven by the company’s emerging brands. Columbia-brand e-commerce in the U.S. declined by a low-single-digit percentage, though Boyle cited improving measures including new-customer acquisition.

Swanson said the U.S. store-traffic decline became most pronounced in the middle to latter part of April and then remained relatively stable through the quarter. The company expects continued consumer pressure, promotional activity and higher outbound freight costs in the second half.

International performance was stronger across several markets. On a constant-currency basis, LAAP sales rose 13%, including mid-single-digit growth in China, low-double-digit growth in Japan and Korea, and mid-20% growth in distributor markets. EMEA sales increased by a high-single-digit percentage, while Canada sales declined by a high-single-digit percentage, largely due to wholesale shipment timing and lower spring orders.

Boyle said China remains a major growth opportunity for the company, despite weather and macroeconomic disruptions. Swanson said Columbia still expects China to be among its fastest-growing markets for the year and is tracking toward double-digit growth, aided by e-commerce and the second-half wholesale order book.

Footwear and emerging brands show momentum Columbia-brand sales increased 1%, as international growth more than offset U.S. declines. Footwear was a notable area of strength, with global sales up by a high-single-digit percentage. Boyle said technical footwear styles featuring Omni-Max technology performed particularly well, including the Tellurax and Peakfreak hiking lines, Konos trail-running products and Dry Tortuga fishing footwear.

The Tellurax Titanium Outdry trail shoe sold out during the quarter after being featured in a campaign with brand ambassador Robert Irwin, according to Boyle. He said the campaign generated more than 3.7 million views and more than 300,000 likes across digital platforms.

Among emerging brands, prAna sales rose 14%, aided by double-digit wholesale growth and high-single-digit e-commerce growth. Mountain Hardwear sales increased 6%, driven by double-digit direct-to-consumer growth, partly offset by lower wholesale closeout sales. SOREL sales declined 14%, largely due to later wholesale shipment timing, though the company expects a stronger second half for the brand.

The company also announced that Joe Vernachio had returned to lead SOREL as president. Boyle said Columbia expects growth in both SOREL wholesale and direct-to-consumer channels during the second half.

Order-book outlook and supply-chain shifts Columbia said its spring 2027 wholesale order book is nearly complete, with about 90% of orders received. Current indications point to low- to mid-single-digit percentage growth, with contributions across brands and geographies, including the U.S. Columbia brand. Footwear growth is expected to outpace apparel growth, and Swanson said growth appears similar in both dollar and unit terms, with no meaningful pricing change embedded in the order book.

The company continues to expect low- to mid-single-digit growth in U.S. wholesale for the fall 2026 season. However, supply-chain disruptions are expected to shift a meaningful amount of fall shipments from the third quarter into the fourth quarter.

Swanson said the shift is greater than $30 million and is global in nature, though predominantly North America-focused. He cited longer logistics lead times related to the Middle East conflict, capacity constraints in a supply-chain node and a rush by importers to move goods into the U.S. under current tariff rates. Adjusted for timing, the company expects third- and fourth-quarter sales growth rates to be relatively similar, in the 4% to 5% range, with the fourth quarter somewhat stronger.

Full-year outlook maintained despite increased risks For the third quarter, Columbia expects sales to range from down 1.5% to flat compared with the prior year and diluted earnings per share of $1.15 to $1.35. The outlook assumes a gross-margin decline and slight SG&A deleverage.

For the full year, the company maintained its net-sales outlook for growth of 1% to 3%. It raised reported gross-margin guidance to 52.1% to 52.3%, representing an increase of 160 to 180 basis points, and raised operating-margin guidance to 8.5% to 9.3%. Reported diluted earnings-per-share guidance was raised to $4.45 to $4.90.

The revised outlook assumes current U.S. tariff rates of 10% to 12.5% remain in effect through year-end. Columbia expects the remaining $15 million inventory-related tariff-refund benefit to be recognized relatively evenly in the third and fourth quarters, though factory-partner accommodations are expected to create a net gross-margin headwind in the third quarter and a tailwind in the fourth quarter.

Columbia ended the quarter with inventories down 6% in dollars and 7% in units from a year earlier, $625 million in cash and short-term investments, and no debt.

About Columbia Sportswear (NASDAQ:COLM)Columbia Sportswear Company develops, sources, markets and distributes a wide range of outdoor apparel, footwear and accessories designed for activities such as hiking, skiing, snowboarding and trail running. Its product portfolio includes weatherproof jackets and pants featuring proprietary technologies like Omni-Tech® waterproofing and Omni-Heat® thermal reflective lining, as well as activewear, footwear, hats, gloves and accessories under the Columbia® brand and complementary brands.

Founded in 1938 as the Columbia Hat Company in Portland, Oregon, the company initially focused on headwear before expanding into outerwear in the 1970s with the introduction of the Bugaboo® interchange jacket.

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].

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Quaker Chemical (KWR - Free Report) came out with quarterly earnings of $2.19 per share, beating the Zacks Consensus Estimate of $1.68 per share. This compares to earnings of $1.71 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +30.36%. A quarter ago, it was expected that this specialty chemical company would post earnings of $1.66 per share when it actually produced earnings of $1.63, delivering a surprise of -1.81%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Quaker Chemical, which belongs to the Zacks Chemical - Specialty industry, posted revenues of $532.55 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.05%. This compares to year-ago revenues of $483.4 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Quaker Chemical shares have added about 8.4% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Quaker Chemical?While Quaker Chemical has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Quaker Chemical was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.03 on $520.59 million in revenues for the coming quarter and $7.16 on $2.01 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Chemical - Specialty is currently in the top 34% of the 250 plus Zacks industries. 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.

Balchem (BCPC - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on July 31.

This chemical company is expected to post quarterly earnings of $1.40 per share in its upcoming report, which represents a year-over-year change of +10.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Balchem's revenues are expected to be $268.5 million, up 5.1% from the year-ago quarter.

Ingersoll Rand (IR - Free Report) came out with quarterly earnings of $0.86 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $0.8 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +3.61%. A quarter ago, it was expected that this maker of flow control and compression equipment would post earnings of $0.74 per share when it actually produced earnings of $0.77, delivering a surprise of +4.05%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Ingersoll, which belongs to the Zacks Manufacturing - General Industrial industry, posted revenues of $2.05 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.52%. This compares to year-ago revenues of $1.89 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Ingersoll shares have added about 6.8% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Ingersoll?While Ingersoll has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Ingersoll was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.90 on $2.01 billion in revenues for the coming quarter and $3.49 on $7.94 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Manufacturing - General Industrial is currently in the top 23% of the 250 plus Zacks industries. 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.

One other stock from the same industry, Broadwind Energy, Inc. (BWEN - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 11.

This company is expected to post quarterly loss of $0.01 per share in its upcoming report, which represents a year-over-year change of +75%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Broadwind Energy, Inc.'s revenues are expected to be $34 million, down 13.4% from the year-ago quarter.

Dolby Laboratories (DLB - Free Report) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.78 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +2.99%. A quarter ago, it was expected that this creator and licensor of audio, video and voice technologies would post earnings of $1.31 per share when it actually produced earnings of $1.37, delivering a surprise of +4.58%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Dolby Laboratories, which belongs to the Zacks Audio Video Production industry, posted revenues of $305 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 2.79%. This compares to year-ago revenues of $315.55 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Dolby Laboratories shares have lost about 18.2% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Dolby Laboratories?While Dolby Laboratories has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Dolby Laboratories was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.21 on $347.46 million in revenues for the coming quarter and $4.31 on $1.4 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Audio Video Production is currently in the bottom 26% of the 250 plus Zacks industries. 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.

LiveOne (LVO - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.

This company is expected to post quarterly loss of $0.24 per share in its upcoming report, which represents a year-over-year change of +40%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

LiveOne's revenues are expected to be $21.71 million, up 13% from the year-ago quarter.

Rajesh Vennam, the CFO of Darden Restaurants (DRI -2.48%), sold 8,478 shares of common stock on July 29, 2026, according to a recent SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$1.8 millionShares sold8,478Post-transaction shares (directly held)8,569Post-transaction value$1.82 millionTransaction value based on SEC Form 4 weighted average sale price ($210.00); post-transaction value based on July 29, 2026 market close ($212.23).

Key questionsHow did this transaction affect the CFO's direct equity exposure?
Rajesh Vennam reduced his direct common stock position from 17,047 shares to 8,569 shares.What is the current valuation context for Darden Restaurants?
As of the July 29, 2026, market close, the company had a market capitalization of $24 billion and was priced at $212.23. This represents a 5% one-year total return as of the transaction date, while the company maintains a trailing-twelve-month revenue base of $13.2 billion and net income of $1.2 billion.Company OverviewMetricValueShare Price (as of market close 2026-07-29)$212.23Market Capitalization$24 billionRevenue (TTM)$13.2 billionNet Income (TTM)$1.2 billionCompany SnapshotDarden Restaurants operates a diversified portfolio of full-service dining establishments across the United States and Canada, generating revenue through restaurant operations and food service delivery across multiple branded concepts, including Olive Garden, LongHorn Steakhouse, Cheddar's Scratch Kitchen, Yard House, Capital Grille, and Seasons 52.The company's business model centers on the ownership and operation of company-managed restaurants that generate revenue through food and beverage sales, with a focus on casual and upscale dining segments that emphasize consistent execution, operational efficiency, and brand differentiation.Darden's primary customers are middle to upper-middle income consumers seeking casual to upscale dining experiences, with the company's portfolio strategically positioned to capture demand across multiple price points and dining occasions in both the United States and Canadian markets.Darden Restaurants operates one of the largest full-service restaurant portfolios in North America, with approximately 1,867 company-managed locations generating $13.2 billion in TTM revenue. The company maintains a competitive advantage through its multi-brand strategy, which allows it to serve diverse customer preferences and dining occasions while leveraging operational scale and supply chain efficiencies across its portfolio. With a market capitalization of $24.3 billion and net income of $1.2 billion TTM, Darden demonstrates strong profitability and market positioning within the consumer cyclical restaurant sector.

What this transaction means for investorsVennam sold at $210, a shade under where the stock closed that day, trimming his directly held shares to 8,569. On its face, that looks like a big cut, but it misses the fuller picture: He still holds close to 15,000 options, according to the Form 4 filing, so his economic exposure to Darden is largely intact. A finance chief converting a slice of vested stock into cash while keeping the bulk of his upside in options is doing ordinary diversification, not backing away, and the timing days after the fiscal year closed is when insiders often act.

The numbers he oversees, meanwhile, show a company managing cost pressure well. Darden crossed $13 billion in annual sales for the first time, with fiscal 2026 adjusted earnings up 11.4% to $10.64 per share. Margins will be important to watch, though: Restaurant-level EBITDA margin compressed 20 basis points in the fourth quarter on elevated commodity costs. On the earnings call, Vennam said beef inflation for fiscal 2027 is "projected to be low single digits." For long-term investors, that beef inflation could be the swing factor. Darden's brands are performing, but the CFO's own words flag the cost line that could squeeze an otherwise steady year.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

AutoZone (AZO - Free Report) closed the most recent trading day at $3,006.57, moving -4.32% from the previous trading session. The stock's change was less than the S&P 500's daily gain of 1.66%. Elsewhere, the Dow saw an upswing of 1.19%, while the tech-heavy Nasdaq appreciated by 2.78%.

Heading into today, shares of the auto parts retailer had lost 2.36% over the past month, lagging the Retail-Wholesale sector's gain of 0.61% and the S&P 500's loss of 1.49%.

The upcoming earnings release of AutoZone will be of great interest to investors. It is anticipated that the company will report an EPS of $55.08, marking a 13.08% rise compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $6.71 billion, reflecting a 7.52% rise from the equivalent quarter last year.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $150.39 per share and revenue of $20.48 billion, indicating changes of +3.81% and +8.13%, respectively, compared to the previous year.

Any recent changes to analyst estimates for AutoZone should also be noted by investors. These revisions help to show the ever-changing nature of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.08% lower. Currently, AutoZone is carrying a Zacks Rank of #3 (Hold).

Looking at its valuation, AutoZone is holding a Forward P/E ratio of 20.89. This valuation marks a premium compared to its industry average Forward P/E of 20.38.

Also, we should mention that AZO has a PEG ratio of 1.6. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. Automotive - Retail and Wholesale - Parts stocks are, on average, holding a PEG ratio of 1.8 based on yesterday's closing prices.

The Automotive - Retail and Wholesale - Parts industry is part of the Retail-Wholesale sector. This group has a Zacks Industry Rank of 46, putting it in the top 19% of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

In the latest trading session, Chewy (CHWY - Free Report) closed at $22.82, marking a -2.06% move from the previous day. The stock trailed the S&P 500, which registered a daily gain of 1.66%. At the same time, the Dow added 1.19%, and the tech-heavy Nasdaq gained 2.78%.

Coming into today, shares of the online pet store had gained 13.11% in the past month. In that same time, the Retail-Wholesale sector gained 0.61%, while the S&P 500 lost 1.49%.

The upcoming earnings release of Chewy will be of great interest to investors. The company is predicted to post an EPS of $0.36, indicating a 9.09% growth compared to the equivalent quarter last year. Alongside, our most recent consensus estimate is anticipating revenue of $3.32 billion, indicating a 6.83% upward movement from the same quarter last year.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $1.53 per share and a revenue of $13.49 billion, representing changes of +20.47% and +7.06%, respectively, from the prior year.

Any recent changes to analyst estimates for Chewy should also be noted by investors. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Right now, Chewy possesses a Zacks Rank of #5 (Strong Sell).

Valuation is also important, so investors should note that Chewy has a Forward P/E ratio of 15.25 right now. This signifies a discount in comparison to the average Forward P/E of 16.71 for its industry.

It's also important to note that CHWY currently trades at a PEG ratio of 0.62. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The average PEG ratio for the Internet - Commerce industry stood at 1.27 at the close of the market yesterday.

The Internet - Commerce industry is part of the Retail-Wholesale sector. This group has a Zacks Industry Rank of 181, putting it in the bottom 27% of all 250+ industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.

Eastman Chemical (EMN - Free Report) came out with quarterly earnings of $1.97 per share, beating the Zacks Consensus Estimate of $1.8 per share. This compares to earnings of $1.6 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +9.44%. A quarter ago, it was expected that this specialty chemicals maker would post earnings of $1.07 per share when it actually produced earnings of $1.09, delivering a surprise of +1.87%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Eastman Chemical, which belongs to the Zacks Chemical - Diversified industry, posted revenues of $2.51 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 6.16%. This compares to year-ago revenues of $2.29 billion. The company has topped consensus revenue estimates just once over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Eastman Chemical shares have added about 5.4% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Eastman Chemical?While Eastman Chemical has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Eastman Chemical was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.81 on $2.38 billion in revenues for the coming quarter and $6.30 on $9.06 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Chemical - Diversified is currently in the top 38% of the 250 plus Zacks industries. 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.

Another stock from the same industry, Tronox (TROX - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.

This producer of titanium ore and titanium dioxide is expected to post quarterly loss of $0.39 per share in its upcoming report, which represents a year-over-year change of -39.3%. The consensus EPS estimate for the quarter has been revised 35% lower over the last 30 days to the current level.

Tronox's revenues are expected to be $848.78 million, up 16.1% from the year-ago quarter.

MasTec (MTZ - Free Report) came out with quarterly earnings of $2.22 per share, beating the Zacks Consensus Estimate of $2.19 per share. This compares to earnings of $1.49 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +1.37%. A quarter ago, it was expected that this utility contractor would post earnings of $0.98 per share when it actually produced earnings of $1.39, delivering a surprise of +41.84%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

MasTec, which belongs to the Zacks Building Products - Heavy Construction industry, posted revenues of $4.37 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.81%. This compares to year-ago revenues of $3.54 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

MasTec shares have added about 32.2% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for MasTec?While MasTec has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for MasTec was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.15 on $5.09 billion in revenues for the coming quarter and $9.58 on $18.44 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Building Products - Heavy Construction is currently in the top 33% of the 250 plus Zacks industries. 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.

Another stock from the same industry, Tutor Perini (TPC - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.

This construction company is expected to post quarterly earnings of $1.36 per share in its upcoming report, which represents a year-over-year change of -3.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Tutor Perini's revenues are expected to be $1.56 billion, up 13.7% from the year-ago quarter.

Ambev S.A. (ABEV) Q2 2026 Earnings Call July 30, 2026 11:30 AM EDT

Company Participants

Carlos Eduardo Lisboa - CEO & Member of Board of Executive Officers
Guilherme Fleury de Figueiredo Parolari - CFO, Investor Relations Officer & Member of the Executive Board

Conference Call Participants

Nadine Sarwat - Bernstein Institutional Services LLC, Research Division
Thiago Duarte - Banco BTG Pactual S.A., Research Division
Carlos Alberto Laboy - HSBC Global Investment Research
Lucas Ferreira - JPMorgan Chase & Co, Research Division
Benjamin Theurer - Barclays Bank PLC, Research Division

Presentation

Operator

Good afternoon, and thank you for waiting. We would like to welcome everyone to Ambev's 2026 Second Quarter Conference Call. Today with us, we have Mr. Carlos Lisboa, Ambev's CEO; and Mr. Guilherme Fleury, CFO and Investor Relations Officer.

As a reminder, this conference presentation is available for download on our website, ri.ambev.com.br, as well as through the webcast link. We would like to inform you that this event is being recorded.[Operator Instructions]

Before proceeding, let me mention that forward-looking statements are being made under the safe harbor of the Securities Litigation Reform Act of 1996. Forward-looking statements are based on the beliefs and assumptions of Ambev's management and on information currently available to the company. They involve risks, uncertainties and assumptions because they relate to the future events and therefore, depend on circumstances that may or may not occur in the future. Investors should understand that general economic conditions, industry conditions and other operating factors could also affect the future results of Ambev and could cause results to differ materially from those expressed in such forward-looking statements.

I would also like to remind everyone that, as usual, the percentage changes that will be discussed during today's call are both organic and normalized in nature and unless otherwise stated, percentage changes refer to comparison with

CUPERTINO, Calif. – Apple delivered its strongest June quarter on record, reporting $109.4 billion in revenue and beating analysts' estimates of $108.65 billion in the company's final earnings report before CEO Tim Cook steps down.

A 22% jump in iPhone sales, combined with record spring quarter Mac revenue, helped drive the results. Tariff refunds also boosted Apple's bottom line, adding roughly 5% to profit during the period.

But the earnings numbers were only part of the story. In an interview following the report, Cook addressed Apple's approach to open-source artificial intelligence, the state of U.S.-China relations, rapidly rising memory chip costs and the legacy he leaves after 15 years at the helm.

APPLE CHIEF TIM COOK SAYS IT WAS THE 'RIGHT TIME' TO STEP DOWN AS CEO

Apple CEO Tim Cook delivers the keynote address during the Apple WWDC at Apple Park June 8, 2026, in Cupertino, Calif. (Justin Sullivan/Getty Images)

Cook said he has "nothing negative" to say about open-source AI models, adding "they are useful." His comments come as the technology industry debates whether the most powerful AI systems should remain proprietary or be made more broadly available to developers.

That debate has intensified after Chinese AI company Moonshot launched Kimi K3, a new model that has drawn attention for performance that rivals some of the most powerful systems from Anthropic and OpenAI. Apple, meanwhile, is preparing to launch its long-awaited AI-powered Siri this fall using Google's Gemini.

Cook's comments suggest Apple intends to remain pragmatic rather than ideological in choosing the models that power its products. The company has traditionally exercised tight control over its hardware and software ecosystem, but the fast-moving AI market may require it to draw on a wider range of outside technologies.

WHO IS JOHN TERNUS, SET TO SUCCEED TIM TOOK AS APPLE’S CEO?

China remains another critical part of Apple's AI strategy and its broader business.

Apple employees help customers at the Fifth Avenue Apple Store on new product launch day Sept. 19, 2025, in New York City. (Michael M. Santiago/Getty Images)

"In terms of the U.S.-China relationship, I was over in April for the state dinner, and I think the engagement between the countries is really good, and I've got a favorable view. And I'm very optimistic at this point about where the relationship is," Cook said.

Apple Intelligence has finally been approved in China after a delay of nearly two years compared with its U.S. launch. The approval could help Apple compete more effectively in one of its largest markets, where domestic smartphone makers have moved quickly to add generative AI features.

Apple's China sales rose 22% during the spring quarter to $18.81 billion. Even with that sharp increase, revenue still fell short of analysts' estimates of more than $19.5 billion in Apple's third-largest market.

Tariff refunds provided another lift to the quarter. Cook said Apple is directing that money back into domestic production.

APPLE TO LEASE IPHONES, OTHER PRODUCTS TO USERS THROUGH KLARNA PARTNERSHIP

"We're taking our tariff refunds and reinvesting those in the United States' advanced manufacturing," he said.

Apple has already committed to spending $600 billion over four years on the U.S. economy. The reinvestment gives the company a way to frame the refunds not simply as a temporary earnings benefit, but as additional support for its long-term manufacturing strategy.

At the same time, Apple is contending with a sharp increase in the cost of memory chips. The company recently raised prices on some Mac computers and iPads by as much as $300 as memory chip prices soared by as much as 600% over the past two years.

"As I'd mentioned on the call last time around, the memory costs were higher in March than December quarter, and then in June they were significantly higher than in the March quarter," Cook said.

Ticker Security Last Change Change % AAPL APPLE INC. 333.43 -4.76 -1.41% Those higher costs are arriving just as artificial intelligence is driving demand for more computing power and memory. Despite the price increases on some devices, Cook said Apple's new, lower-priced MacBook Neo, which starts at $699, was the company's bestselling computer in the United States during its first full quarter on the market.

Demand for Apple's higher-powered Mac Studio computers has also surged, creating supply shortages and helping push Mac revenue above $10 billion for a new spring-quarter record.

Cook will step down as chief executive on Sept. 1 after leading Apple for 15 years. He will remain chairman, while Apple's hardware engineering chief, John Ternus, takes over as CEO.

Cook became chief executive in 2011, succeeding Apple co-founder Steve Jobs. Since then, Apple's market value has increased by more than 1,000%. This week, the company became only the second corporation to surpass $5 trillion in market value, briefly overtaking Nvidia to reclaim the title of the world's most valuable company.

Apple's CEO Tim Cook attends the premiere of Season 4 of the Apple TV series "Ted Lasso" at the Academy Museum in Los Angeles July 27, 2026. (David Swanson/Reuters / Reuters)

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Reflecting on his tenure, Cook said, "I've had an incredible opportunity to work with people that I love to work with ... and it's just been the privilege of a lifetime."

Asked how he wants to be remembered, Cook demurred.

"How people will write about that will be theirs to decide," he said. "But for me, it's been a privilege."

Cook arrived in the top job facing doubts that a supply chain expert could preserve the product vision and culture associated with Jobs. Fifteen years later, he leaves behind a company operating at a scale few could have imagined in 2011 and one now entering a new era defined by artificial intelligence, geopolitical competition and the challenge of sustaining growth from the world's most valuable consumer technology franchise.

Apple (AAPL - Free Report) came out with quarterly earnings of $1.91 per share, beating the Zacks Consensus Estimate of $1.88 per share. This compares to earnings of $1.57 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +1.60%. A quarter ago, it was expected that this maker of iPhones, iPads and other products would post earnings of $1.92 per share when it actually produced earnings of $2.01, delivering a surprise of +4.69%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Apple, which belongs to the Zacks Computer - Micro Computers industry, posted revenues of $109.42 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.62%. This compares to year-ago revenues of $94.04 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Apple shares have added about 24.4% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Apple?While Apple has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Apple was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.03 on $115.73 billion in revenues for the coming quarter and $8.76 on $479.01 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computer - Micro Computers is currently in the top 9% of the 250 plus Zacks industries. 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.

One other stock from the same industry, Dell Technologies (DELL - Free Report) , is yet to report results for the quarter ended July 2026.

This computer and technology services provider is expected to post quarterly earnings of $4.89 per share in its upcoming report, which represents a year-over-year change of +110.8%. The consensus EPS estimate for the quarter has been revised 0.4% higher over the last 30 days to the current level.

Dell Technologies' revenues are expected to be $46.5 billion, up 56.2% from the year-ago quarter.

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Then-Amazon Web Services CEO Adam Selipsky gestures toward Anthropic CEO Dario Amodei during a conference. Noah Berger/Getty Images for Amazon Web Services Amazon's stake in Anthropic is proving to be a massive boon to the world's largest online retailer.

In its latest quarterly earnings report, Amazon reported non-operating pre-tax other income of $53.4 billion, "primarily from our investment in Anthropic."

According to previous financial filings, Amazon has invested $13 billion in Anthropic with the potential for up to $20 billion more.

In June, Anthropic announced that it confidentially filed for an initial public offering, taking the first step toward a highly anticipated IPO. In late May, Anthropic said that it had completed a Series H funding round that valued the company at $965 billion.

Amazon isn't the only Big Tech name sharing in Anthropic's success.

On Wednesday, Microsoft reported its investment in Anthropic had netted a $3.2 billion gain. Microsoft previously invested $5 billion in Anthropic.

Anthropic has seen its valuation skyrocket as the popularity of its Claude family of models pushes the overall generative AI race.

Read next

Brent D. Griffiths You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Brent Griffiths is a senior reporter at Business Insider who covers AI and tech.Previously, he worked at the Washington Post as a researcher on Power Up and the Finance 202. He started his career at Politico where he worked on the web production team and covered breaking news. His passion for covering politics has only grown since he cut his teeth covering the presidential campaign as a student journalist. He's also contributed to the Almanac of American Politics.

Amazon Anthropic

Amazon disclosed Thursday that it has received $600 million in tariff refunds after the Supreme Court ruled that many of President Donald Trump's levies were illegal, and it expects to return some of that cash to customers.

"We are participating in the tariff refund process and, as I mentioned earlier, we received approximately $600 million in Q2," Brian Olsavsky, Amazon's finance chief, said on the company's earnings call.

In February, the Supreme Court invalidated Trump's tariffs imposed under the International Emergency Economic Powers Act of 1977, forcing the government to pay back duties to companies that imported goods into the U.S. that were hit by tariffs.

Major companies, including Apple, Walmart, Costco, Home Depot and General Motors, all said they would apply for refunds. Trump told CNBC in April he'd "remember" companies that don't seek refunds, when asked whether companies, including Amazon, might be avoiding doing so because they're worried about offending him.

Apple said Thursday its earnings per share were lifted 5%, or 11 cents, by tariff refunds in the third quarter.

Amazon previously hadn't said whether it intended to apply for the refunds. In May, consumers filed a class action lawsuit in federal court in Seattle, arguing that they were owed refunds for paying tariff-inflated prices, and alleging the company wasn't seeking refunds to "curry favor" with Trump.

Read more CNBC tech newsAmazon posts 'booming' cloud growth, hikes 2026 capex to $220 billionApple earnings: Revenue tops estimates, but supply constraints weigh on guidanceChina's open-weight model lead exposes America's AI blind spotNew details in the OpenAI Hugging Face hack show how far agents will go: 'It's now remarkably easy'Amazon, last April, landed in hot water with the White House after it was reported that the company planned to display the cost of Trump's tariffs next to some products on its site. Trump personally called Amazon founder and executive chairman Jeff Bezos to complain about the plan, NBC News reported.

On Thursday, Olsavsky said Amazon was issued a "limited" refund amount because it worked to order and preposition inventory in anticipation of the tariffs.

"Second, we are not the importer of record for the large majority of items sold in our store," he said.

Many of Amazon's third-party sellers who import their goods from overseas were forced to raise prices due to the levies, and have since applied to receive tariff refunds. Outside sellers account for more than 60% of goods sold on Amazon's marketplace.

Olsavsky said some of the company's tariff refunds will be returned to shoppers.

"We've identified a limited set of circumstances where we can trace that we've passed specific import charges onto customers, and when we receive those refunds, we will proactively contact affected customers and automatically issue refunds to them," Olsavsky said. "Otherwise, like other large retailers, we'll utilize refunds to continue to invest in low prices for customers."

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When investors talk about the artificial intelligence race, the conversation usually revolves around one question: Who will build the best AI model?

Will it be OpenAI? Alphabet? Anthropic? Meta?

That's certainly an important question. But it may not be the most profitable one for investors. A better question is this: Who stands to make the most money as AI becomes ubiquitous, regardless of which model ultimately wins?

To answer the question, here's one company that deserves our attention: Amazon (AMZN +3.91%).

Image source: Getty Images.

Amazon is selling the picks and shovels History offers useful lessons for investors. During a gold rush, some prospectors strike it rich, but most leave empty-handed. Still, businesses that consistently make money during the rush are often the ones selling the picks, shovels, and supplies.

Today's AI boom looks remarkably similar. Companies are racing to build increasingly capable AI models, but each one requires enormous computing power, storage, networking, and software infrastructure. Whether a business chooses OpenAI, Anthropic, Meta, or another provider, someone still has to run those workloads.

That's where Amazon Web Services (AWS) comes in. AWS is already one of the world's largest cloud infrastructure providers. As enterprises deploy more AI applications, demand for computing resources should continue rising. Every new AI-powered product, AI agent, recommendation engine, or enterprise assistant represents another workload that needs infrastructure.

Amazon doesn't have to predict which model will dominate. It simply needs businesses to keep adopting AI.

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AI strengthens Amazon's entire ecosystem The good news for Amazon is that the story doesn't end with Amazon Web Services (AWS). Unlike many AI-focused companies, Amazon owns an ecosystem where AI can improve multiple businesses simultaneously.

In e-commerce, AI can generate more relevant product recommendations, improve inventory planning, forecast demand, and optimize delivery routes. For advertisers, AI can deliver better targeting and more efficient campaigns, helping brands connect with customers who are ready to buy.

Within AWS, Amazon is developing custom AI chips, such as Trainium and Inferentia, to reduce the cost of training and running AI models. Lower costs, in turn, could make AI adoption more attractive to enterprise customers and strengthen AWS's competitive position.

Each small improvement reinforces another part of Amazon's business. Better recommendations increase sales. Higher sales attract more merchants. More merchants attract more advertisers. More business activity generates additional demand for cloud services and data processing.

In other words, AI doesn't need to create a new business for Amazon. It's making an already powerful ecosystem even stronger.

Amazon probably doesn't even need to win the AI race This may be Amazon's biggest strategic advantage, yet it's underappreciated.

Microsoft wants enterprises to embrace Copilot. Alphabet wants developers and consumers to use Google Gemini. OpenAI wants ChatGPT to become the default AI assistant.

Those companies have a greater incentive to persuade customers that their AI model is the best. Amazon has a different objective.

It wants businesses to build, deploy, and scale AI applications on AWS. Whether those applications use Amazon's own models, Anthropic's Claude, or another foundation model is often less important than keeping those workloads inside Amazon's cloud ecosystem.

In other words, Amazon is positioning itself as the platform that enables AI rather than the destination where users consume it. If AI adoption accelerates across industries, Amazon could benefit even if another company builds the world's leading AI model.

But there are still risks While we have generally explored the upsides so far, that doesn't mean Amazon is guaranteed to win.

Building AI infrastructure requires enormous capital investment -- Amazon plans to invest $200 billion in 2026 -- and those costs could pressure margins in the near term. Moreover, competition from Microsoft, Alphabet, and other cloud providers remains intense, so Amazon will still need to fight for its rightful market share.

In short, execution will still matter.

What does it mean for investors? The biggest winners of a technological revolution aren't always the companies with the flashiest products. Sometimes they're the businesses that make the entire ecosystem possible, and that's the opportunity Amazon is pursuing.

While much of the market debates which chatbot or AI model will come out on top, Amazon is quietly building the infrastructure and business ecosystem that can benefit from almost every AI breakthrough.

And if AI truly becomes as transformative as many expect, Amazon's best days may still lie ahead

Johnson & Johnson (JNJ -3.66%) is having a great year. The healthcare giant's shares are up 28% compared to the S&P 500's 8% gain. Several factors are driving this strong performance from the drugmaker. First, despite government drug price negotiations that are leading to lower sales for some of its products, not to mention biosimilar competition for Stelara, an immunology medicine, the company's revenue is moving in the right direction. In the second quarter, Johnson & Johnson's net sales climbed by 6.6% year over year to $25.3 billion. The company is still projecting that it will generate a little over $100 billion in sales this year, marking only the second time in history that a biopharmaceutical company achieves this milestone.

Image source: The Motley Fool.

Second, Johnson & Johnson recently received clearance for the Ottava, a robotic-assisted surgery (RAS) system, for a range of general-surgery procedures. The company's entry into this market could be a big deal. The RAS industry is arguably underpenetrated and could become a growth driver for Johnson & Johnson down the line. Third, the healthcare leader continues to raise its dividend, having done so for 64 consecutive years. That makes it a Dividend King, a status that requires a corporation to have raised its payouts for at least 50 consecutive years. All of these are already great reasons to consider the stock, but one ongoing development may overshadow them all. Here's what investors should be most excited about right now.

Putting a major risk in the rearview mirror For years, Johnson & Johnson has dealt with thousands of lawsuits alleging that its talc-based products gave patients cancer. Plaintiffs claim that the company knew about these risks and should have warned consumers. These drawn-out legal battles have tarnished Johnson & Johnson's public image and reputation. The company has tried to get rid of them several times, but to no avail. That may be about to change.

Johnson & Johnson recently reached a proposed settlement with the law firms representing most of the remaining talc plaintiffs, contingent on at least 95% of the claimants participating. The proposed settlement commits Johnson & Johnson to pay up to $5.5 billion in claims, with an initial payment of up to $3 billion due in 2027, and no additional payment due before 2028. To be clear, this isn't a done deal yet, but it's about the closest Johnson & Johnson has been to resolving these lawsuits.

It wouldn't significantly harm the company's financial position either. Johnson & Johnson generated $22.6 billion in free cash flow over the trailing-12-month period. A $5 billion hit over the next two years (at least) isn't the end of the world, especially considering that the company may have ended up spending much more than that on legal fees to defend itself in court. This settlement, if finalized, will allow Johnson & Johnson to eliminate a major risk hanging over it.

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Johnson & Johnson is a great long-term pick Johnson & Johnson has shown the resilience and flexibility of its business over the past few years. Dealing with slowing top-line growth, the company spun off its consumer health operations into a stand-alone business and focused on higher-growth opportunities in medtech and pharmaceuticals.

Government-led price negotiations are also not harming the company too much, thanks to its deep, diversified product lineup across multiple therapeutic areas. And now, it may show that it can survive an avalanche of lawsuits and emerge from the ordeal in one piece. Meanwhile, the company continues to innovate, even beyond Ottava's clearance, which may help boost future sales growth. Johnson & Johnson recently earned approval for Icotyde, a medicine for plaque psoriasis that could become a notable player in this niche.

Analysts believe that at its peak, Icotyde will generate well over $1 billion in sales. Last year, Johnson & Johnson launched Imaavy, a drug for a rare neuromuscular disorder called generalized myasthenia gravis. This medicine may also achieve blockbuster status.

The company is also working on newer medicines, including milvexian, a highly promising anticoagulant it is developing in collaboration with Bristol Myers Squibb. Johnson & Johnson's exceptional underlying business should help it sustain its dividend program, and the company has many years of payout growth ahead. Investors looking for solid dividend payers should consider buying the company's shares.

FSLR stock is moving. Watch the price action here. First Solar reported quarterly earnings of $3.92 per share, which beat the Street consensus of $2.86 by 37.06%, according to Benzinga Pro data.

Quarterly revenue came in at $1.056 billion, which missed the analyst estimate of $1.062 billion and was down from $1.1 billion in the same period last year.  

Contracted sales backlog was 45.1 GW at the end of the quarter.

“We delivered both record second-quarter and first-half sales volume and improved financial performance relative to the prior year,” said CEO Mark Widmar.

“We also surpassed 100 GW of cumulative module sales globally and ended the quarter with approximately 45.1 GW of contracted backlog extending through 2030, demonstrating continued demand for our differentiated technology platform, domestic manufacturing footprint and delivery certainty,” Widmar added.

FSLR Stock Price Activity: According to data from Benzinga Pro, First Solar stock was up 3.73% to $213.70 in Thursday’s extended trading.  

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A view of Enbridge’s Mackinaw facility, servicing the company’s existing underwater Line 5 pipeline and its planned replacement tunnel through the Straits of Mackinac between lakes Michigan... Purchase Licensing Rights, opens new tab Read more

SummaryCompanies7th Circuit gives Enbridge a grace period to reroute Line 5 pipelineDamages must be recalculated to avoid 'double-counting'Rights-of-way under tribal land expired in 2013July 30 (Reuters) - A U.S. appeals court found Enbridge (ENB.TO), opens new tab liable for trespass ​for running a pipeline under land belonging to a northern Wisconsin tribe, but gave the ‌Canadian energy company more time to reroute the pipeline and ordered a recalculation of damages.

Thursday's decision by the 7th U.S. Circuit Court of Appeals in Chicago addressed appeals from a federal district judge's June 2023 order that Enbridge pay the Bad ​River Band of the Lake Superior Tribe of Chippewa Indians $5.15 million in restitution plus an additional ​sum for ongoing trespass, and move the pipeline within three years.

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That deadline expired last ⁠month, but had been put on hold. Circuit Judge Michael Scudder urged the district judge to adopt ​measures to ensure that Enbridge reroute the pipeline "as soon as possible."

Enbridge had no immediate comment. Josh Handelsman, a ​lawyer for the tribe, said his client is reviewing the decision.

Built in 1953, the Line 5 pipeline carries up to 540,000 barrels of oil per day through the Great Lakes region from Canada, including about 12 miles (19 km) under the Bad ​River Reservation.

U.S. District Judge William Conley in Madison, Wisconsin, awarded damages and ordered a reroute following a ​non-jury trial. Bad River Band had warned a shutdown was needed because spring rains had eroded a riverbank protecting the ‌pipeline.

DELAY 'DOES NOT ⁠REFLECT OUR APPROVAL'Writing for a three-judge panel, Scudder said the three-year timetable to move the pipeline was too aggressive, but a shutdown risked harming consumers, sparking international fallout with Canada, and violating a 1977 U.S.-Canadian treaty governing transit pipelines.

"Make no mistake: Enbridge must remove the pipeline from the [tribe's land]," Scudder wrote. "The grace period ​we direct the district court ​to afford Enbridge is ⁠the product of the broader public context in which the pipeline operates, and it does not reflect our approval of the company’s behavior."

As to damages, Scudder said ​Conley abused his discretion for "double-counting," by taking into account Enbridge’s profits attributable to ​the trespass ⁠as well as the company’s economic benefit from deferring expenses for a reroute.

A recalculation should consider the ongoing nature of Enbridge's trespass, interest that may be owed, and both sides' conduct concerning a reroute, Scudder said.

The appeals ⁠court refused ​to hold Enbridge liable for nuisance, saying federal law preempted the ​tribe's claim.

Though Enbridge's easement for the pipeline over some tribal land parcels ran through 2043, its rights-of-way over other parcels expired in ​2013.

The tribe sued in 2019 after out-of-court negotiations failed.

Reporting by Jonathan Stempel in New York Editing by Bill Berkrot

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Coinbase Global, Inc. (COIN) Q2 2026 Earnings Call July 30, 2026 5:00 PM EDT

Company Participants

Brian Armstrong - Co-Founder, Chairman & CEO
Alesia Haas - Chief Financial Officer

Conference Call Participants

Eric Pan
Owen Lau - Clear Street LLC
Brian Jung
Kenneth Worthington - JPMorgan Chase & Co, Research Division
Austin Hankwitz
Alexander Markgraff - KeyBanc Capital Markets Inc., Research Division

Presentation

Brian Armstrong
Co-Founder, Chairman & CEO

During today's discussion, we may make forward-looking statements that may vary materially from our actual results. Please refer to our SEC filings and earnings presentation for information concerning risks, uncertainties and other factors that could cause these results to differ.

In addition, our discussion today may include certain non-GAAP financial measures. Reconciliations to the most directly comparable GAAP financial measures are provided in the earnings presentation on our Investor Relations website.

Alesia Haas
Chief Financial Officer

Hey, everyone. Thanks for joining us live on X today. I'm Alesia Haas, CFO of Coinbase, and I'm here with our Co-Founder and CEO, Brian Armstrong. We are also joined today by a group of independent and institutional research analysts. We're excited to connect directly with you, our customers, our community, our shareholders to talk about our quarter and answer your questions.

Question-and-Answer Session

Alesia Haas
Chief Financial Officer

So we're going to take our first question from an independent analyst named Eric Pan. Eric, over to you.

Eric Pan

Eric Pan, ericnomics, here. Great to see you guys again since the systems update in EURC. My question is around CLARITY. As CLARITY is at the 1-yard line and now out for the Senate floor vote, prediction markets and Galaxy Research have odds of it passing around roughly 30%. And August recess is right around the corner. Now I really want to be optimistic about this, but also imagining a scenario of a world where it doesn't really get

Corteva, Inc. (CTVA - Free Report) came out with quarterly earnings of $2.3 per share, beating the Zacks Consensus Estimate of $2.24 per share. This compares to earnings of $2.2 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +2.68%. A quarter ago, it was expected that this agriculture would post earnings of $1.18 per share when it actually produced earnings of $1.5, delivering a surprise of +27.12%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Corteva, Inc., which belongs to the Zacks Agriculture - Operations industry, posted revenues of $6.38 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 3.66%. This compares to year-ago revenues of $6.46 billion. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Corteva, Inc. shares have added about 35% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Corteva, Inc.?While Corteva, Inc. has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Corteva, Inc. was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.25 on $2.68 billion in revenues for the coming quarter and $3.76 on $18.27 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Agriculture - Operations is currently in the top 38% of the 250 plus Zacks industries. 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.

Another stock from the same industry, Archer Daniels Midland (ADM - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 4.

This agribusiness giant is expected to post quarterly earnings of $1.42 per share in its upcoming report, which represents a year-over-year change of +52.7%. The consensus EPS estimate for the quarter has been revised 1.8% lower over the last 30 days to the current level.

Archer Daniels Midland's revenues are expected to be $22.38 billion, up 5.7% from the year-ago quarter.