Track market-moving stories before they get noisy

Key Takeaways FIS is expected to post Q2 revenue growth, led by stronger Banking Solutions performance.Fidelity National projects Q2 adjusted EBITDA of $1.395-$1.415 billion despite higher cost pressures.Capital Market Solutions revenues are projected to rise 6.1% from the prior-year quarter. Fidelity National Information Services, Inc. (FIS - Free Report) is set to report second-quarter 2026 results on Aug. 4, 2026, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $1.47 per share,and the same for revenues is pinned at $3.38 billion.

The second-quarter earnings estimate has witnessed one downward revision against no movement in the opposite direction over the past 60 days. However, the bottom-line prediction indicates an 8.1% year-over-year increase. The Zacks Consensus Estimate for quarterly revenues implies year-over-year growth of 29.4%.

Image Source: Zacks Investment Research

For full-year 2026, the Zacks Consensus Estimate for Fidelity National’s revenues is pegged at $13.80 billion, implying a rise of 29.3% year over year. Meanwhile, the consensus mark for the current year EPS is pegged at $6.27, implying growth of around 9% on a year-over-year basis.

Fidelity National’s earningsbeat the consensus estimate in two of the last four quarters, met once and missed on another occasion, with the average surprise being 1.9%.

Q2 Earnings Whispers for Fidelity NationalOur proven model does not conclusively predict an earnings beat for the company 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. That’s not the case here.

FIS has an Earnings ESP of -0.70% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

You can see the complete list of today’s Zacks #1 Rank stocks here.

What is Shaping Fidelity National’s Q2 Results?The Zacks Consensus Estimate for Banking Solutions revenues indicates a 37.3% year-over-year increase. The acquisition of Global Payments’ Issuer Solutions business, which was closed in January, is likely to boost the performance of the segment. The consensus mark indicates a 6.1% increase in revenues from Capital Market Solutions compared with the same quarter last year.

The Zacks Consensus Estimate for Banking Solutions’ adjusted EBITDA indicates a 41.7% year-over-year increase. The consensus mark for Capital Market Solutions’ adjusted EBITDA indicates 10.3% year-over-year growth.

The factors stated above are likely to have positioned FIS for year-over-year growth. The positives are likely to have been partially offset bythe rising cost of revenues. Also, the consensus estimate for corporate and other adjusted EBITDA signals a 4.4% deterioration from a year ago.

The company earlier stated that it expects second-quarter 2026 consolidated adjusted EBITDA to be in the range of $1.395-$1.415 billion.

How Did Other Stocks Perform?Here are some companies in the broader payments space that have already reported earnings for the June quarter: Synchrony Financial (SYF - Free Report) , American Express Company (AXP - Free Report) and Visa Inc. (V - Free Report) .

Synchrony Financial reported second-quarter 2026 adjusted EPS of $2.59, which surpassed the Zacks Consensus Estimate by 24.5%, and the bottom line increased 3.6% year over year. The quarterly results were driven by record purchase volume, accelerated growth in ending loan receivables despite elevated payment behavior, continued credit strength and an expansion in net interest margin. However, SYF’s higher operating expenses and an increase in the provision for credit losses partly offset these positives.

American Express reported second-quarter 2026 EPS of $4.53, which surpassed the Zacks Consensus Estimate by 2.7%. The bottom line advanced 11% year over year. The strong quarterly results were driven by increased Card Member spending, higher net interest income and improved card fee growth. However, the upside was partly offset by AXP’s elevated operating expenses.

Visa delivered third-quarter fiscal 2026 adjusted earnings of $3.32 per share, up 11% year over year and beating the Zacks Consensus Estimate by 2.8%. The strong quarterly results reflected resilient spending trends, higher cross-border volumes and solid network activity, including a 10% year-over-year increase in payments volume on a constant-dollar basis. However, the upside was partly offset by Visa’s increased operating expenses.

Key Takeaways ARCC matched Q2 earnings estimates as higher expenses and unrealized losses weighed on results.Ares Capital's investment income rose on higher interest income and capital structuring service fees.ARCC made $2.59B in gross commitments and exited $2.92B as portfolio activity stayed robust. Shares of Ares Capital Corporation (ARCC - Free Report) lost 1.7% following the release of its second-quarter 2026 results. Core earnings of 47 cents per share met the Zacks Consensus Estimate. The bottom line fell 6% from the prior-year quarter.

The reported quarter’s results were primarily hurt by an increase in expenses. However, an increase in interest income from investments, along with higher capital structuring service fees, supported the results to an extent. Robust portfolio activity was another tailwind.

GAAP net income was $171 million or 24 cents per share, down from $361 million or 52 cents per share in the prior-year quarter. The decline was primarily due to a significant increase in net unrealized losses on ARCC’s investment portfolio. Net realized gains also deteriorated, swinging from a $34-million gain in second-quarter 2025 to a $5-million loss in second-quarter 2026.

ARCC’s Total Investment Income Improves, Expenses RiseTotal investment income was $768 million, up 3.1% year over year. This was driven by higher interest income from investments and capital structuring service fees, partly offset by lower dividend income and other income. The top line marginally lagged the Zacks Consensus Estimate of $769 million.

Total expenses were $401 million, up 1.5% from the prior-year quarter.

ARCC’s Portfolio Activities RobustIn the second quarter, the company made gross commitments worth $2.59 billion to new and existing portfolio companies compared with $2.57 billion in the prior-year quarter.

The company exited $2.92 billion of investment commitments in the reported quarter compared with $1.96 billion a year ago.

The fair value of Ares Capital’s portfolio investments was $29.35 billion as of June 30, 2026, down from the Dec. 31, 2025, value of $29.49 billion.

The fair value of accruing debt and other income-producing securities was $26.26 billion as of June 30, 2026.

Ares Capital’s Balance Sheet StrongAs of June 30, 2026, the company’s cash and cash equivalents totaled $383 million, plummeting from $638 million as of Dec. 31, 2025.

Ares Capital had $6.7 billion available for additional borrowings under the existing credit facilities as of June 30, 2026. Total outstanding debt was $15.9 billion.

As of June 30, 2026, total assets were $30.5 billion and stockholders’ equity was $13.9 billion.

Net asset value was $19.35 per share, down from $19.94 as of Dec. 31, 2025.

Our Take on ARCCDriven by the rise in demand for customized financing, growth in total investment income is expected to continue in the near term. However, the company’s expansion strategies may lead to a rise in costs in the near term. Regulatory constraints pose another major headwind.

Currently, ARCC carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Earnings Dates & Expectations for ARCC’s PeersFS KKR Capital Corp. (FSK - Free Report) is slated to report quarterly numbers on Aug. 6.

Over the past seven days, the Zacks Consensus Estimate for FSK’s quarterly earnings has been unchanged at 41 cents.

Main Street Capital (MAIN - Free Report) is also scheduled to announce quarterly results on Aug. 6.

Over the past seven days, the Zacks Consensus Estimate for Main Street Capital’s quarterly earnings has been unchanged at $1.01.

Consolidated Edison (ED - 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 August 6, 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 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 utility is expected to post quarterly earnings of $0.74 per share in its upcoming report, which represents a year-over-year change of +10.5%.

Revenues are expected to be $3.74 billion, up 4.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 6.84% 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 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 Con Ed?For Con Ed, 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 -1.08%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Con Ed will 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 Con Ed would post earnings of $2.32 per share when it actually produced earnings of $2.17, delivering a surprise of -6.47%.

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.

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.

Con Ed 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.

Expected Results of an Industry PlayerAmong the stocks in the Zacks Utility - Electric Power industry, MGE (MGEE - Free Report) , is soon expected to post earnings of $0.77 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +6.9%. This quarter's revenue is expected to be $166.37 million, up 4.3% from the year-ago quarter.

The consensus EPS estimate for MGE has been revised 8.7% higher over the last 30 days to the current level. However, an equal Most Accurate Estimate has resulted in an Earnings ESP of 0.00%.

When combined with a Zacks Rank of #2 (Buy), this Earnings ESP makes it difficult to conclusively predict that MGE 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.

Key Takeaways Lam Research highlighted AI-driven semiconductor demand, with higher wafer fab spending expected.LRCX saw NAND revenues more than double sequentially as memory reached 46% of systems revenues.Lam Research expects advanced packaging growth above 70% year over year, driven by AI package demand. Lam Research Corporation (LRCX - Free Report) highlighted accelerating semiconductor demand as AI infrastructure spending reshapes wafer fabrication requirements. Management pointed to stronger memory demand, expanding technology complexity and rising opportunities across etch, deposition and advanced packaging.

The company raised its near-term outlook with expectations for higher wafer fab equipment spending and continued growth from customer support offerings. Executives also emphasized margin expansion efforts and investments aimed at long-term market share gains.

LRCX Sees AI Fueling Semiconductor GrowthManagement said AI demand is driving new capacity investments and more complex semiconductor architectures. CEO Timothy Archer said the company expects calendar 2026 wafer fab equipment spending to reach the low $150 billion range, up from the prior $140 billion outlook.

Archer noted that AI development is progressing through multiple stages, increasing demand for storage, advanced memory and complex logic devices. He highlighted opportunities as customers move toward higher-layer NAND, advanced DRAM and next-generation foundry technologies.

The company reported fourth-quarter fiscal 2026 non-GAAP earnings per share of $1.82, which beat the Zacks Consensus Estimate of $1.69. Revenues of $6.72 billion also surpassed the Zacks Consensus Estimate by 0.73%.

Lam Research Expands Memory and Packaging OpportunitiesLam Research said NAND revenues more than doubled sequentially as customers focused on upgrades to 256-layer and above-class devices. Memory represented 46% of systems revenues compared with 39% in the prior quarter.

Management emphasized that NAND remains one part of a broader opportunity set. Archer said the company is also gaining traction in DRAM and foundry logic as device architectures require more deposition and etch processes.

Advanced packaging was another growth area, with the company expecting greater than 70% year-over-year growth. Lam 
Research pointed to demand for TSV etch, copper electroplating and larger AI package designs as key drivers.

LRCX Builds Margin MomentumLam Research expanded profitability during the quarter, with non-GAAP gross margin reaching 52% and operating margin improving to 38.4%. CFO Douglas Bettinger attributed margin strength to pricing actions, operational efficiencies, scale benefits and product mix.

The company also outlined a longer-term goal of reaching mid-50% gross margins and mid-40% operating margins over the next several years. Management tied the opportunity to revenue growth, new products and improving operational execution.

Lam Research reported a strong cash position, ending the quarter with $5.6 billion in cash and short-term investments. The company returned capital through approximately $246 million in share repurchases and $325 million in dividends during the quarter.

Lam Research Raises September-Quarter OutlookManagement guided for September-quarter revenues of $8.1 billion, plus or minus $400 million, with non-GAAP gross margin of 52%, operating margin of 39.5% and EPS of $2.15, plus or minus $0.15.

Bettinger said customer support revenue should remain strong, supported by upgrades, spare parts demand and Equipment Intelligence offerings. The segment generated record revenue of nearly $2.5 billion in the June quarter.

Analysts also focused on supply constraints and future capacity. Management said customers are adding clean-room capacity and working with Lam to secure equipment for upcoming fabs, while the company continues expanding manufacturing capabilities.

LRCX Addresses Analyst Questions on GrowthA JPMorgan analyst asked about the drivers behind margin improvement. Bettinger said operational efficiency, the global manufacturing footprint, new products and pricing efforts all contributed to recent gains.

A Goldman Sachs analyst questioned the outlook for 2027 growth. Management avoided numerical guidance but said industry capacity additions and new fabs coming online create a strong setup for continued demand.

A Bank of America analyst asked about future NAND upgrades. Archer said the opportunity extends beyond current upgrades because future transitions to higher-layer NAND devices will require additional process complexity and equipment intensity.

Lam Research Focuses on Long-Term AI DemandLam Research entered the second half of 2026 emphasizing technology transitions across memory, logic and packaging. Management said rising complexity in semiconductor manufacturing expands the company’s served available market opportunities.

Executives highlighted continued investments in research facilities, manufacturing capacity and customer support capabilities to address evolving semiconductor requirements.

The company’s message centered on scaling with AI-related semiconductor demand while improving profitability through technology leadership and operational execution.

Zacks Rank and Style Scores Lam Research carries a Zacks Rank #2 (Buy), indicating favorable earnings estimate revision trends within the Zacks Rank framework. The Zacks Style Scores show a Growth Score of B and Momentum Score of B, while the Value Score is D and the VGM Score is C. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Style Scores are designed to complement the Zacks Rank by evaluating characteristics such as value, growth and momentum. A stock with a Zacks Rank #1 or 2 combined with stronger Style Scores can provide additional signals for investors focused on those factors. The Zacks Rank can change as analysts update earnings estimates following new company information.

Key Takeaways Yum! Brands delivered double-digit EPS growth, driven by Taco Bell's strong same-store sales momentum.YUM expanded its global restaurant base and digital sales with more than 1,000 new unit openings.Pizza Hut remained under pressure as same-store sales declined despite strategic divestiture plans. Yum! Brands, Inc. (YUM - Free Report) delivered second-quarter 2026 results, wherein earnings surpassed the Zacks Consensus Estimate, while revenues missed the same.

Adjusted earnings of $1.62 per share increased 12.5% year over year and beat the consensus mark of $1.59 by 1.9%. Revenues rose 12.2% to $2.17 billion but fell short of the estimate of $2.18 billion by 0.6%. Results benefited from Taco Bell’s 7% same-store sales growth, while worldwide system sales increased 5% excluding foreign currency translation.

YUM Gains From Global Sales and Digital GrowthWorldwide same-store sales increased 3% in the quarter. The company’s restaurant count rose 5% year over year, supported by 1,053 gross new unit openings.

Excluding Pizza Hut, system sales increased 7% excluding foreign currency translation. Unit count grew 6%, same-store sales rose 4% and core operating profit advanced 8%. Digital system sales excluding Pizza Hut approached $9 billion, with digital transactions accounting for more than 60% of system sales.

Yum! Brands Expands KFC’s Global FootprintKFC generated second-quarter revenues of $924 million, up 9% from $849 million in the prior-year period. System sales rose 6% excluding foreign currency translation, while same-store sales increased 2%.

Operating profit climbed 13% to $410 million. Core operating profit increased 9% after excluding currency effects. Operating margin expanded 160 basis points to 44.3%, although company-owned restaurant margin declined 10 basis points to 12%.

KFC opened 660 gross new restaurants across 55 countries, lifting its restaurant base 7% to 34,747. System sales advanced 20% in the Middle East, Turkey and North Africa, 16% in India and 10% in both Asia and Latin America.

YUM Extends Taco Bell’s Strong MomentumTaco Bell revenues surged 20% year over year to $853 million. System sales increased 9%, supported by a 7% rise in same-store sales.

U.S. system sales grew 9%, while domestic same-store sales increased 7%. International system sales advanced 13% excluding foreign currency translation, and international same-store sales rose 5%.

Operating profit increased 19% to $311 million. Company-owned restaurant margin expanded 160 basis points to 25.9%, reflecting stronger restaurant-level profitability. However, operating margin contracted 40 basis points to 36.4%.

Taco Bell opened 54 gross new restaurants across 15 countries. Its restaurant count increased 3% to 9,046.

Yum! Brands Faces Continued Pizza Hut WeaknessPizza Hut revenues increased 6% to $254 million. Company sales rose to $31 million from $7 million, while franchise and property revenues declined 3% to $143 million.

Underlying sales remained pressured. System sales fell 2% excluding foreign currency translation, while same-store sales declined 1%. U.S. system sales decreased 5% and international system sales were flat.

Operating profit fell 12% to $70 million, while core operating profit declined 14%. Operating margin contracted 590 basis points to 27.6%. Pizza Hut opened 333 gross new restaurants across 33 countries, taking the restaurant count 1% higher to 19,985.

YUM Advances With Pizza Hut DivestituresYUM entered two definitive agreements to sell Pizza Hut, bringing the strategic review of the brand to a close. LongRange Capital will acquire Pizza Hut outside Mainland China, while Yum China will purchase the Mainland China operations.

The company classified $746 million of assets and $262 million of liabilities as held for sale at the end of the quarter. YUM expects the transactions to provide Pizza Hut with ownership structures tailored to its regional markets and long-term priorities.

Management also unveiled a refreshed KFC strategy focused on boneless chicken, beverages and sauces. The company aims to introduce the strategy’s core elements across KFC’s top 20 markets by the end of 2027.

Yum! Brands Posts Higher Operating ProfitGAAP operating profit increased 5% to $655 million. Core operating profit also rose 5% to $683 million after excluding special items and foreign currency effects.

Company sales advanced 25% to $837 million, while franchise and property revenues increased 7% to $895 million. General and administrative expenses rose 7% to $324 million.

GAAP earnings were $3.08 per share, up from $1.33 in the prior-year quarter. The reported figure included special-item tax benefits related mainly to the planned Pizza Hut sale and internal intellectual property transactions.

YUM Generates Solid First-Half Cash FlowNet cash provided by operating activities totaled $923 million during the first half of 2026, up from $850 million a year earlier. Capital expenditures increased to $175 million from $142 million.

The company repurchased $674 million of common stock and paid $413 million in dividends. Cash and cash equivalents were $674 million as of June 30, 2026, while long-term debt totaled $9.46 billion and short-term borrowings were $2.81 billion.

YUM continues to target long-term average growth of 5% in units, 7% in system sales excluding currency movements and at least 8% in core operating profit.

YUM currently carries a Zacks Rank #3 (Hold).

Stocks to ConsiderHere are some better-ranked stocks from the Zacks Retail-Wholesale sector:

Five Below, Inc. (FIVE - Free Report) presently sports a Zacks Rank #1 (Strong Buy). The company delivered a trailing four-quarter earnings surprise of 70.1%, on average. FIVE stock has gained 4.4% in the past six months. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Five Below’s 2026 sales and EPS indicates growth of 15.1% and 36.1%, respectively, from the year-ago period’s levels.

FIGS, Inc. (FIGS - Free Report) has a Zacks Rank #2 (Buy) at present. The company delivered a trailing four-quarter earnings surprise of 212.5%, on average. FIGS stock has declined 4.9% in the past six months.

The Zacks Consensus Estimate for FIGS’ 2026 sales and EPS indicates growth of 15.5% and 36.8%, respectively, from the prior-year levels.

Dutch Bros Inc. (BROS - Free Report) carries a Zacks Rank of 2 at present. The company delivered a trailing four-quarter earnings surprise of 31.6%, on average. BROS stock has increased 15.8% in the past six months.

The Zacks Consensus Estimate for Dutch Bros’ 2026 sales and EPS indicates growth of 27% and 23.7%, respectively, from the prior-year levels.

The U.S. House of Representatives passed the CLARITY Act, which aims to establish a clear federal framework for regulating digital assets, last July. But since then, it's been stalled in the Senate due to conflicting opinions regarding stablecoin yields, public disclosures of crypto holdings, and other controversial issues.

Senators Thom Tillis and Ruben Gallego are trying to revise the act in a bipartisan push so it can be voted on before the Senate's summer break starts on Aug. 8, but it could be tough to meet that deadline. That means a final vote can't happen until after the recess ends in mid-September. Let's see what that delay -- and potential passage -- might mean for Coinbase (COIN +0.96%) and Robinhood (HOOD -3.28%), which both favor clearer regulations for the crypto market.

Image source: Getty Images.

Why do Coinbase and Robinhood support the CLARITY Act? Coinbase and Robinhood support establishing clearer federal rules for cryptocurrencies and other tokenized assets because such rules would eliminate the risk of abrupt regulatory changes and make them more appealing to retail and institutional investors. Those clearer rules would also make it easier for both companies to launch new digital assets.

But that support is conditional. Both companies want the CLARITY Act to allow investors to earn yields on their "staked" (locked up) tokens. Many banks oppose those features, which they consider a threat to conventional interest-bearing cash deposits. A full ban on those yields would likely affect Coinbase more than Robinhood, since the former generated nearly a fifth of its revenue last year from stablecoins -- which are pegged to the U.S. dollar and often pay higher staking yields than CDs.

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Coinbase also wants most of the crypto market to be overseen by the Commodity Futures Trading Commission (CFTC) rather than the Securities and Exchange Commission (SEC). That split would separate cryptocurrencies from stocks and other securities, classify most tokens as commodities, and protect the market from the SEC's notices and lawsuits. Robinhood favors smoother cooperation between the CFTC and the SEC to regulate all digital assets.

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Which company would benefit more from the CLARITY Act? If the CLARITY Act passes with the approval of stablecoin yields and a shift of most regulatory responsibilities from the SEC to the CFTC, Coinbase could attract more investors as a long-term play on the crypto market. However, fears of interest rate hikes and other macro headwinds -- which are chilling the crypto market -- could dampen that enthusiasm.

Robinhood, which popularized commission-free trading for a new generation of retail investors, is a more diversified play on the stock, options, and crypto trading markets. It's also gradually expanding and evolving into a digital bank with checking, savings, and credit card accounts. While the passage of the CLARITY Act would generate tailwinds for its crypto business and its efforts to tokenize other assets, it probably wouldn't attract as many bulls as Coinbase.

Which stock is a better buy right now? Shares of Coinbase and Robinhood have declined 29% and 23%, respectively, this year. Analysts expect Robinhood to grow at a more consistent rate than Coinbase if the macro environment stabilizes, but its stock also looks pricier relative to its near-term growth.

Company

2026 Revenue Growth (Estimated)

2027 Revenue Growth (Estimated)

EV/Revenue (Based on 2027 Estimates)

Coinbase

(18%)

29%

4.6x

Robinhood

14%

25%

11.3x

Data source: Marketscreener.

However, I'd still rather buy Robinhood over Coinbase in this market. Robinhood's scale, diversification, and steadier growth make it a safer long-term investment than Coinbase, which is still tightly tethered to the crypto market and faces a growing number of competitors. The passage of the CLARITY Act with favorable conditions might temporarily lift Coinbase's stock, but it will struggle to maintain that momentum unless a new crypto summer begins.

Wall Street expects a year-over-year increase in earnings on higher revenues when ConocoPhillips (COP - 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 August 6. 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 energy company is expected to post quarterly earnings of $2.96 per share in its upcoming report, which represents a year-over-year change of +108.5%.

Revenues are expected to be $17.54 billion, up 19% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 13.4% 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. 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 ConocoPhillips?For ConocoPhillips, 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 -1.33%.

On the other hand, the stock currently carries a Zacks Rank of #4.

So, this combination makes it difficult to conclusively predict that ConocoPhillips will 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 ConocoPhillips would post earnings of $1.73 per share when it actually produced earnings of $1.89, delivering a surprise of +9.25%.

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.

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.

ConocoPhillips 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.

An Industry Player's Expected ResultsConocoPhillips (COP - Free Report) , another stock in the Zacks Oil and Gas - Integrated - United States industry, is expected to report earnings per share of $2.96 for the quarter ended June 2026. This estimate points to a year-over-year change of +108.5%. Revenues for the quarter are expected to be $17.54 billion, up 19% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for ConocoPhillips has been revised 13.4% down to the current level. Nevertheless, the company now has an Earnings ESP of -1.33%, reflecting a lower Most Accurate Estimate.

When combined with a Zacks Rank of #4 (Sell), this Earnings ESP makes it difficult to conclusively predict that ConocoPhillips will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

The market expects Cheniere Energy (LNG - Free Report) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on August 6, 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 natural gas company is expected to post quarterly earnings of $2.80 per share in its upcoming report, which represents a year-over-year change of -61.6%.

Revenues are expected to be $5.03 billion, up 8.4% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.91% 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. 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 Cheniere Energy?For Cheniere Energy, 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 +3.69%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Cheniere Energy 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 Cheniere Energy would post earnings of $3.91 per share when it actually produced earnings of $4.77, delivering a surprise of +21.99%.

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.

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.

Cheniere Energy 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 ResultsMagnolia Oil & Gas Corp (MGY - Free Report) , another stock in the Zacks Oil and Gas - Exploration and Production - United States industry, is expected to report earnings per share of $0.9 for the quarter ended June 2026. This estimate points to a year-over-year change of +109.3%. Revenues for the quarter are expected to be $438.34 million, up 37.4% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for Magnolia Oil & Gas Corp has been revised 21.7% down to the current level. Nevertheless, the company now has an Earnings ESP of -2.04%, reflecting a lower Most Accurate Estimate.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Magnolia Oil & Gas Corp will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

EPR Properties (EPR) Q2 2026 Earnings Call July 30, 2026 8:30 AM EDT

Company Participants

Brian Moriarty - Senior Vice President of Corporate Communications
Gregory Silvers - President, CEO & Board Chair
Benjamin Fox - Chief Investment Officer & Executive VP
Mark Peterson - Executive VP, CFO & Treasurer

Conference Call Participants

Jana Galan - BofA Securities, Research Division
John Kilichowski
Rob Stevenson
Nicholas Joseph - Citigroup Inc., Research Division
Michael Carroll - RBC Capital Markets, Research Division
Spenser Allaway - Green Street Advisors, LLC, Research Division
Upal Rana - KeyBanc Capital Markets Inc., Research Division

Presentation

Operator

Hello, and welcome to the EPR Properties Q2 2026 Earnings Call. [Operator Instructions] Also, as a reminder, this conference is being recorded today. If you have any objections, please disconnect at this time.

I will now hand the call over to Brian Moriarty, Senior Vice President of Corporate Communications.

Brian Moriarty
Senior Vice President of Corporate Communications

Thank you. Thanks for joining us today for our second quarter 2026 earnings call and webcast. Participants on today's call are Greg Silvers, Chairman and CEO; Ben Fox, Executive Vice President and CIO; and Mark Peterson, Executive Vice President and CFO.

I'll start the call by informing you that this call may include forward-looking statements as defined in the Private Securities Litigation Act of 1995, identified by such words as will be, intend, continue, believe, may, expect, hope, anticipate or other comparable terms. The company's actual financial condition and the results of operations may vary materially from those contemplated by such forward-looking statements.

Discussion of these factors that could cause results to differ materially from these forward-looking statements are contained in the company's SEC filings, including the company's reports on Form 10-K and 10-Q. Additionally, this call will contain references to certain non-GAAP measures, which we believe are useful in evaluating the company's performance.

, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Hub Group, Inc. ("Hub Group" or the "Company") (NASDAQ: HUBG). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased. 

The class action concerns whether Hub Group and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

You have until August 28, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Hub Group securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.   

[Click here for information about joining the class action]

On February 5, 2026, Hub Group announced that the Company's financial statements for the first three quarters of 2025 should not be relied upon due to "an error that resulted in the understatement of purchased transportation costs and accounts payable in the first nine months of 2025." The Company revealed that its reports for those quarters "were in each case materially misstated due to the aforementioned error and should no longer be relied upon" and that "the Company [wa]s also continuing to assess the effectiveness of its disclosure controls and procedures and internal control over financial reporting and appropriate remediation steps." The Company also estimated that "[t]he total amount of the reduction to accounts payable and purchased transportation costs related to this issue that was recorded during these periods is $77 million." As such, Hub Group stated that it "plans to restate its financial statements for the first, second and third quarters of 2025."   

On this news, Hub Group's stock price fell $9.37 per share, or 18.25%, to close at $41.96 per share on February 6, 2026. 

Then, on May 12, 2026, Hub Group announced that it had "identified certain transactions that were prematurely or incorrectly recognized or not adequately supported," causing its 2023 and 2024 annual reports filed with the SEC to be "materially misstated," such that they "should no longer be relied upon." The Company did not quantify the expected misstatement, although it "expect[ed] to conclude that it did not maintain effective disclosure controls and procedures and internal control over financial reporting for each of the years ended December 31, 2024 and 2023."  

On this news, Hub Group's stock price fell $5.24 per share, or 12.52%, to close at $36.62 per share on May 12, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes. 

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected] 
646-581-9980 ext. 7980 

SOURCE Pomerantz LLP

The market expects Constellation Energy Corporation (CEG - Free Report) 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 is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on August 6, 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 company is expected to post quarterly earnings of $2.35 per share in its upcoming report, which represents a year-over-year change of +23%.

Revenues are expected to be $7.47 billion, up 22.4% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 6.96% 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. 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 Constellation Energy Corporation?For Constellation Energy Corporation, 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 -0.93%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Constellation Energy Corporation 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 Constellation Energy Corporation would post earnings of $2.56 per share when it actually produced earnings of $2.74, delivering a surprise of +7.03%.

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.

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.

Constellation Energy Corporation 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.

An Industry Player's Expected ResultsClearway Energy (CWEN - Free Report) , another stock in the Zacks Alternative Energy - Other industry, is expected to report earnings per share of $0.24 for the quarter ended June 2026. This estimate points to a year-over-year change of -14.3%. Revenues for the quarter are expected to be $480.49 million, up 22.6% from the year-ago quarter.

The consensus EPS estimate for Clearway Energy has been revised 8.1% lower over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +39.43%.

When combined with a Zacks Rank of #5 (Strong Sell), this Earnings ESP makes it difficult to conclusively predict that Clearway Energy will beat the consensus EPS estimate. Over the last four quarters, the company surpassed EPS estimates just once.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

The Phase 3 Failure That Sent Biotech Winners and Losers in Opposite DirectionsAlnylam Pharmaceuticals NASDAQ: ALNY reported second-quarter 2026 global net product revenue of approximately $1.2 billion, up 74% from a year earlier, driven by continued uptake of AMVUTTRA for transthyretin amyloidosis with cardiomyopathy, or ATTR-CM.

Chief Executive Officer Yvonne Greenstreet said the quarter marked the first time AMVUTTRA revenue exceeded $1 billion in a single quarter. The company said the result represents an annualized revenue run rate of more than $4 billion about 15 months after the ATTR-CM launch.

Get ALNY alerts:

Alnylam Stock Soars 65%: Find Out What’s Behind the GainsHowever, Alnylam reduced its full-year TTR franchise revenue outlook, citing a revised view of second-line demand following the early phase of the U.S. launch. The company said early demand from patients transitioning from stabilizer therapies had benefited from pent-up demand that has since normalized.

Revenue Growth and Updated Guidance Chief Financial Officer Jeff Poulton said total TTR net revenue reached $1.03 billion during the second quarter, increasing 13% sequentially and 89% year over year. Combined net product revenue was $1.17 billion, while rare disease portfolio revenue totaled $142 million, up 11% from the prior-year period.

3 biotech powerhouses poised to thrive amid sector reboundAlnylam revised its 2026 total net product revenue guidance to a range of $4.7 billion to $5.1 billion. TTR revenue guidance was reduced to $4.2 billion to $4.5 billion, a $200 million reduction at the midpoint from the company’s prior outlook. The revised range still implies 75% annual TTR revenue growth at the midpoint, Poulton said.

The company raised its outlook for collaboration and royalty revenue to $575 million to $625 million, representing a $150 million increase at the midpoint. Poulton attributed the increase largely to higher royalties from Novartis’ LEQVIO sales and greater cost reimbursement from Roche related to enrollment in the ZENITH Phase III trial of zilebesiran.

For the quarter, collaboration revenue declined 23% year over year to $47 million, while royalty revenue rose 79% to $72 million. Alnylam reported non-GAAP operating income of $318 million, more than triple the prior-year amount, and ended the quarter with $3.3 billion in cash, cash equivalents and marketable securities.

First-Line Demand Becomes Central Focus Chief Commercial Officer Tolga Tanguler said approximately 80% of new treatment initiations in the ATTR-CM category are now first-line starts. The company views this segment as the larger and more durable growth opportunity, while second-line demand from patients previously treated with stabilizers has moved toward what management described as a sustainable underlying rate.

In the U.S., TTR revenue increased 15% sequentially and 114% year over year. Underlying demand increased by $129 million during the quarter, though reported growth was reduced by $21 million due to inventory changes, Tanguler said. Outside the U.S., TTR revenue grew 7% sequentially and 31% year over year, supported by ATTR-CM uptake in Japan, the U.K. and Germany and polyneuropathy performance in international markets.

Management said AMVUTTRA access remains broad and adherence exceeds 90%. Since the ATTR-CM launch, Alnylam has added more than 1,700 prescribers, though Tanguler said the company estimates it has reached only about one-third of the growing pool of TTR prescribers. The company plans to increase customer-facing investment to broaden adoption, particularly among community-based physicians.

Alnylam estimated that approximately 200,000 U.S. ATTR-CM patients exist and that about 80% remain untreated. Management said investments in diagnosis and patient identification are intended to expand the treatable population and support earlier treatment.

Competition and TTR Development Outlook Greenstreet said recent competitive developments reinforce Alnylam’s view of the TTR opportunity. The company noted a delay in expected U.S. generic entry for tafamidis until mid-2031 and cited the negative top-line result from the CARDIO-TTRansform study of eplontersen, which Alnylam expects could leave one fewer branded competitor in ATTR-CM.

Chief Research and Development Officer Pushkal Garg said the eplontersen study outcome has not changed Alnylam’s confidence in TRITON-CM, its Phase III cardiovascular outcomes study of investigational RNA interference therapy nucresiran. He said the company will review the full competitor data set when available and could consider changes involving patient enrollment or the trial’s analytic plan if warranted.

TRITON-CM is now expected to enroll roughly 1,750 patients and is designed as an event-driven trial. Garg said Alnylam believes nucresiran’s expected TTR knockdown profile differentiates it from eplontersen. Based on preliminary Phase I results, nucresiran produced more than 95% knockdown with twice-yearly dosing, according to the company.

Garg also cited results from the HELIOS-B and APOLLO-B studies as evidence supporting RNAi-mediated TTR silencing alongside stabilizer treatment. He said the company has observed treatment effects in patients using background stabilizers, while noting that Alnylam will continue assessing the detailed CARDIO-TTRansform data.

Pipeline and China Collaboration Alnylam announced a collaboration with BeOne under which BeOne will receive exclusive commercialization and distribution rights for AMVUTTRA in mainland China and Macau, subject to marketing authorization. The companies plan to support awareness and diagnosis of ATTR amyloidosis in the regions.

The company also said it initiated a Phase II trial of ALN-6400 in von Willebrand disease and a Phase II trial of migalastat in Down syndrome-associated Alzheimer’s disease. In the second half of 2026, Alnylam expects four data readouts from three programs, including initial Phase I results for ALN-HTT02 in Huntington’s disease and Phase I data for ALN-2232 in obesity and weight management.

About Alnylam Pharmaceuticals (NASDAQ:ALNY)Alnylam Pharmaceuticals, Inc NASDAQ: ALNY is a biopharmaceutical company focused on the discovery, development and commercialization of RNA interference (RNAi) therapeutics. Founded to translate the scientific discovery of RNAi into new medicines, Alnylam applies small interfering RNA (siRNA) technology to silence disease-causing genes. The company develops therapies designed to provide durable disease modification by targeting underlying genetic drivers across a range of rare and more prevalent conditions.

Alnylam has advanced multiple siRNA-based products into commercialization, initially using lipid nanoparticle delivery and more recently employing GalNAc-conjugate chemistry to enable targeted delivery to the liver with subcutaneous dosing.

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 Alnylam Pharmaceuticals Right Now?Before you consider Alnylam Pharmaceuticals, you'll want to hear this.

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Allegro MicroSystems, Inc. (ALGM - Free Report) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +9.52%. A quarter ago, it was expected that this company would post earnings of $0.16 per share when it actually produced earnings of $0.17, delivering a surprise of +6.25%.

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

Allegro MicroSystems, which belongs to the Zacks Electronics - Semiconductors industry, posted revenues of $259.24 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.47%. This compares to year-ago revenues of $203.4 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.

Allegro MicroSystems shares have added about 60% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Allegro MicroSystems?While Allegro MicroSystems 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 Allegro MicroSystems 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 $0.25 on $269.91 million in revenues for the coming quarter and $0.98 on $1.09 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, Electronics - Semiconductors is currently in the top 19% 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, Cirrus Logic (CRUS - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.

This chipmaker is expected to post quarterly earnings of $1.80 per share in its upcoming report, which represents a year-over-year change of +19.2%. The consensus EPS estimate for the quarter has been revised 0.2% lower over the last 30 days to the current level.

Cirrus Logic's revenues are expected to be $459.88 million, up 12.9% from the year-ago quarter.

Wall Street analysts forecast that Marathon Petroleum (MPC - Free Report) will report quarterly earnings of $14.52 per share in its upcoming release, pointing to a year-over-year increase of 266.7%. It is anticipated that revenues will amount to $34.83 billion, exhibiting an increase of 2.1% compared to the year-ago quarter.

The consensus EPS estimate for the quarter has undergone an upward revision of 61.2% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.

Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.

That said, let's delve into the average estimates of some Marathon Petroleum metrics that Wall Street analysts commonly model and monitor.

Analysts' assessment points toward 'Refining & Marketing margin' reaching $32.86 . The estimate is in contrast to the year-ago figure of $17.58 .

Based on the collective assessment of analysts, 'Refining & Marketing - Refinery throughputs - Net refinery throughput' should arrive at 2,987.38 thousands of barrels of oil per day. Compared to the present estimate, the company reported 3,060.00 thousands of barrels of oil per day in the same quarter last year.

Analysts predict that the 'Refining & Marketing - Refinery throughputs - Crude oil refined' will reach 2,811.51 thousands of barrels of oil per day. Compared to the current estimate, the company reported 2,883.00 thousands of barrels of oil per day in the same quarter of the previous year.

The combined assessment of analysts suggests that 'Refining & Marketing - Refinery throughputs - Other charge and blendstocks' will likely reach 195.00 thousands of barrels of oil per day. Compared to the present estimate, the company reported 177.00 thousands of barrels of oil per day in the same quarter last year.

According to the collective judgment of analysts, 'Adjusted EBITDA- Refining & Marketing' should come in at $5.80 billion. Compared to the current estimate, the company reported $1.89 billion in the same quarter of the previous year.

Analysts forecast 'Adjusted EBITDA- Midstream' to reach $1.69 billion. The estimate compares to the year-ago value of $1.64 billion.

View all Key Company Metrics for Marathon Petroleum here>>>

Over the past month, shares of Marathon Petroleum have returned +16.6% versus the Zacks S&P 500 composite's -1.5% change. Currently, MPC carries a Zacks Rank #3 (Hold), suggesting that its performance may align with the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Item 1 of 5 A woman takes photos of a Xiaomi SkyNomad N90 Max EREV (Extended-Range Electric Vehicle) on display before the car's launch event, in Xiaomi's industrial park, in Beijing, China July 30, 2026. REUTERS/Tingshu Wang

[1/5]A woman takes photos of a Xiaomi SkyNomad N90 Max EREV (Extended-Range Electric Vehicle) on display before the car's launch event, in Xiaomi's industrial park, in Beijing, China July 30, 2026.... Purchase Licensing Rights, opens new tab Read more

CompaniesBEIJING, July 30 (Reuters) - China's Xiaomi (1810.HK), opens new tab launched an SUV series dubbed SkyNomad on Thursday, expanding its EV lineup into the large-family ​SUV segment, as it seeks to boost sales in the ‌country's ultra-competitive auto market ahead of a planned European launch next year.

With the SkyNomad, Xiaomi is hoping to boost vehicle deliveries after first-half EV sales reached only about one ​third of its annual target, and as consumer demand softens in ​the world's largest car market amid a sluggish economy.

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Xiaomi, which ⁠also makes smartphones and home appliances, has positioned SkyNomad as an "intelligent, reconfigurable, ​large-space SUV", contrasting it with the SU7 sedan and YU7 SUV series ​that focus on driving dynamics.

For Xiaomi, whose EV business has become an increasingly important source of revenue over the last two years, SkyNomad represents a push into China's family ​SUV market.

GASOLINE ENGINE HELPS EXTEND RANGEThe flagship N90 Max, a seven-seat SUV ​that Xiaomi describes as "a house you can move", combines a 76-kilowatt-hour battery with a 1.5-liter ‌turbocharged ⁠range extender and a 60-liter fuel tank.

Extended-range electric vehicles, or EREVs, are driven primarily by electric motors and use a gasoline engine as an onboard generator to recharge the battery or sustain electricity supply when needed.

"Six seats ​are not enough for ​families ... If we ⁠compare a vehicle to a house, we can freely arrange our space and decorate," Xiaomi CEO Lei Jun ​said at its launch event.

Xiaomi said the N90 Max, priced ​at 299,900 ⁠yuan ($44,397), has a combined range of up to 1,705 km (1,059 miles).

The SkyNomad line is built on Xiaomi's new Kunlun architecture, which the company says was ⁠developed specifically ​for larger SUVs with adaptable cabins.

Xiaomi will ​take pre-orders starting from Thursday and bring the vehicles to market in September, Lei said.

($1 = 6.7550 ​Chinese yuan renminbi)

Reporting by Ju-min Park and Qiaoyi Li; Editing by David Holmes

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Ju-min Park is a senior correspondent for Reuters based in Beijing, covering the automobile industry. She began her career at Reuters since 2010 and previously reported on the Korean peninsula and Japan.

Key Takeaways Cadence's Q2 revenues rose 24.2% to $1.584 billion, while backlog reached a record $8.1 billion.AI demand, stronger bookings and hardware traction supported double-digit growth across all product groups.Cadence raised 2026 guidance for revenue to $6.26-$6.34 billion and EPS to $8.05-$8.15. Cadence Design Systems (CDNS - Free Report) , a well-known player in the electronic design automation (“EDA”) space, recently reported strong second-quarter 2026 results with a record backlog that underscores sustained demand for its solutions.

Revenues of $1.584 billion beat the Zacks Consensus Estimate by 0.5% and increased 24.2% year over year. The figure was within the management’s guided range of $1.555-$1.595 billion. All the product groups witnessed double-digit growth. Non-GAAP earnings per share (EPS) of $2.11 beat the Zacks Consensus Estimate by 2.9%, increased 27.9% year over year.

One of the standout factors of this quarter was Cadence’s expanding backlog, which stood at $8.1 billion at the quarter-end. Backlog growth was supported by strong bookings momentum, rising significantly in the first half, highlighting the strength of underlying demand trends.

The Zacks Consensus Estimate for order backlog stood at $7.68 billion.

Record Backlog Underscores AI TailwindsAI is driving a major transformation in semiconductor and system design. Cadence is deeply integrated into this shift. Design activity across several verticals, especially data centers and automotive, has been robust due to AI, hyperscale computing and 5G. The focus on Generative AI, Agentic AI and Physical AI has been driving an exponential increase in computing demand and semiconductor innovation. Customers have been significantly increasing their R&D budgets in AI-driven automation.

On the recent earnings call, Cadence added that it is witnessing momentum on both “AI for Design” and “Design for AI” fronts.

The company cited agentic AI as a durable tailwind. Cadence expects agentic tools to drive higher EDA consumption and usage across its platform as customers run more simulations, verification and implementation cycles, thereby expanding the addressable market. Management highlighted “strong early traction” for its AI Super-Agent portfolio.

Cadence’s hardware business also contributed to backlog growth. The demand for new hardware systems continued to gain traction, driven by AI/HPC customers. Apart from hardware, demand for digital full-flow solutions was steady, with expanded adoption of the Tempus and Certus sign-off tools within the Core EDA segment. It added 12 new logos in the reported quarter and expanded business with several AI clients.

Deepening its strategic partnerships with Samsung, Intel, TSMC and OpenAI, among others bodes well.

Overall, Cadence’s record backlog underscores strong demand visibility and reinforces confidence in its growth trajectory. With AI acting as a key catalyst and customer engagements deepening across segments, the company appears well-positioned to sustain momentum.

CDNS’ Upbeat Outlook  Cadence raised its full-year 2026 revenue outlook to a band of $6.26-$6.34 billion, compared with the earlier guided range of $6.125-$6.225 billion. The Zacks Consensus Estimate is currently pinned at $6.29 billion.

Non-GAAP EPS for 2026 is now expected to be between $8.05 and $8.15, compared with the earlier guided range of $7.85 to $7.95. The Zacks Consensus Estimate is currently pinned at $8.03 per share.

CDNS’ Zacks Rank & Stock PriceCDNS carries a Zacks Rank #2 (Buy).

Image Source: Zacks Investment Research

In the past year, shares have lost 8.7% compared with Computer-Software industry’s decline of 31.6%

Other Stocks to Consider in the Same SpaceSome better-ranked stocks worth consideration are Keysight Technologies, Inc (KEYS - Free Report) , Synopsys (SNPS - Free Report) and Commvault Systems (CVLT - Free Report) . All stocks carry a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Consensus Estimate for KEYS’ fiscal 2026 EPS is pegged at $10.17, unchanged in the past 30 days. Keysight’s earnings beat the Zacks Consensus Estimate in each of the last four quarters, the average surprise being 9.46%. Shares of Keysight have gained 81% in the past year.

The Zacks Consensus Estimate for SNPS’ fiscal 2026 EPS is pegged at $14.75, unchanged in the past 30 days. Synopsys’ earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, while missing once, with the average surprise being 0.88%. Shares of Synopsys have lost 41% in the past year.

The Zacks Consensus Estimate for CVLT’s fiscal 2027 EPS is pegged at $5.24, up two cents in the past 30 days. Commvault’s earnings beat the Zacks Consensus Estimate in three of the last four quarters, while missing once, with the average surprise of 13.49%. Shares of Commvault have declined 36.6% in the past year.

Lincoln Electric Holdings (LECO - Free Report) came out with quarterly earnings of $2.93 per share, beating the Zacks Consensus Estimate of $2.81 per share. This compares to earnings of $2.6 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +4.27%. A quarter ago, it was expected that this manufacturer of specialized welding products and other equipment would post earnings of $2.42 per share when it actually produced earnings of $2.5, delivering a surprise of +3.31%.

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

Lincoln Electric, which belongs to the Zacks Manufacturing - Tools & Related Products industry, posted revenues of $1.22 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.45%. This compares to year-ago revenues of $1.09 billion. 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.

Lincoln Electric shares have added about 7.7% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Lincoln Electric?While Lincoln Electric 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 Lincoln Electric 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 $2.75 on $1.14 billion in revenues for the coming quarter and $10.85 on $4.58 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 - Tools & Related Products is currently in the bottom 16% 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, Kennametal (KMT - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.

This engineered products maker is expected to post quarterly earnings of $2.31 per share in its upcoming report, which represents a year-over-year change of +579.4%. The consensus EPS estimate for the quarter has been revised 153.3% higher over the last 30 days to the current level.

Kennametal's revenues are expected to be $719.89 million, up 39.4% from the year-ago quarter.

Builders FirstSource (BLDR - Free Report) came out with quarterly earnings of $1.17 per share, missing the Zacks Consensus Estimate of $1.29 per share. This compares to earnings of $2.38 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -9.30%. A quarter ago, it was expected that this construction supply company would post earnings of $0.39 per share when it actually produced earnings of $0.27, delivering a surprise of -30.77%.

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

Builders FirstSource, which belongs to the Zacks Building Products - Retail industry, posted revenues of $3.86 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 1.23%. This compares to year-ago revenues of $4.23 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.

Builders FirstSource shares have lost about 34.1% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Builders FirstSource?While Builders FirstSource 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 Builders FirstSource 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 $1.68 on $3.99 billion in revenues for the coming quarter and $4.16 on $14.71 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 - Retail is currently in the bottom 7% 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, Tecnoglass (TGLS - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This architectural glass maker is expected to post quarterly earnings of $0.52 per share in its upcoming report, which represents a year-over-year change of -49.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Tecnoglass' revenues are expected to be $265.74 million, up 4% from the year-ago quarter.

Steven Madden (SHOO - Free Report) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.2 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +33.33%. A quarter ago, it was expected that this footwear and accessories retailer would post earnings of $0.42 per share when it actually produced earnings of $0.45, delivering a surprise of +7.14%.

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

Steven Madden, which belongs to the Zacks Shoes and Retail Apparel industry, posted revenues of $665.87 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 5.02%. This compares to year-ago revenues of $559 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.

Steven Madden shares have added about 4.2% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Steven Madden?While Steven Madden 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 Steven Madden 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 $0.61 on $724.83 million in revenues for the coming quarter and $2.11 on $2.83 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, Shoes and Retail Apparel is currently in the top 27% 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, Carter's (CRI - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on July 31.

This maker of children's apparel and accessories is expected to post quarterly earnings of $0.02 per share in its upcoming report, which represents a year-over-year change of -88.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Carter's' revenues are expected to be $609.02 million, up 4.1% from the year-ago quarter.

Carpenter Technology (CRS - Free Report) came out with quarterly earnings of $3.23 per share, beating the Zacks Consensus Estimate of $3.03 per share. This compares to earnings of $2.21 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +6.60%. A quarter ago, it was expected that this maker of stainless steels and special alloys would post earnings of $2.59 per share when it actually produced earnings of $2.77, delivering a surprise of +6.95%.

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

Carpenter, which belongs to the Zacks Steel - Speciality industry, posted revenues of $851 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.38%. This compares to year-ago revenues of $755.6 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.

Carpenter shares have added about 68.5% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Carpenter?While Carpenter 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 Carpenter 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 $2.93 on $809.77 million in revenues for the coming quarter and $12.81 on $3.38 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, Steel - Speciality is currently in the top 2% 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, Metallus (MTUS - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 3.

This maker of steel large bars and seamless mechanical tubing is expected to post quarterly earnings of $0.26 per share in its upcoming report, which represents a year-over-year change of +30%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Metallus' revenues are expected to be $331.05 million, up 8.7% from the year-ago quarter.

MarketAxess (MKTX - Free Report) came out with quarterly earnings of $1.95 per share, beating the Zacks Consensus Estimate of $1.88 per share. This compares to earnings of $2 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +3.72%. A quarter ago, it was expected that this operator of bond trading platforms would post earnings of $2.15 per share when it actually produced earnings of $2.25, delivering a surprise of +4.65%.

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

MarketAxess, which belongs to the Zacks Financial - Investment Bank industry, posted revenues of $218.42 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.49%. This compares to year-ago revenues of $219.46 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.

MarketAxess shares have lost about 30.6% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for MarketAxess?While MarketAxess 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 MarketAxess 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 $1.95 on $221.04 million in revenues for the coming quarter and $8.01 on $897.45 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, Financial - Investment Bank 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.

Another stock from the broader Zacks Finance sector, Federal Realty Investment Trust (FRT - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on July 31.

This real estate investment trust is expected to post quarterly earnings of $1.85 per share in its upcoming report, which represents a year-over-year change of -3.1%. The consensus EPS estimate for the quarter has been revised 0.2% lower over the last 30 days to the current level.

Federal Realty Investment Trust's revenues are expected to be $333.5 million, up 7.1% from the year-ago quarter.

Trinity Industries, Inc. (TRN) Q2 2026 Earnings Call July 30, 2026 8:00 AM EDT

Company Participants

Leigh Mann - Vice President of Investor Relations
E. Savage - President, CEO & Director
Eric Marchetto - Executive VP & CFO

Conference Call Participants

Andrzej Tomczyk - Goldman Sachs Group, Inc., Research Division
Harrison Bauer - Susquehanna Financial Group, LLLP, Research Division

Presentation

Operator

Good day, and welcome to the Trinity Industries Second Quarter ended June 30, 2026 Results Conference Call. [Operator Instructions] Please note, today's event is being recorded. Before we get started, let me remind you that today's conference call contains forward-looking statements as defined by the Private Securities Litigation Reform Act of 1995 and includes statements as to estimates, expectations, intentions and predictions of future financial performance. Statements that are not historical facts are forward-looking.

Participants are directed to Trinity's Form 10-K and other SEC filings for a description of certain of the business issues and risks, a change in any of which would cause actual results or outcomes to differ materially from those expressed in the forward-looking statements.

I would now like to turn the conference over to Leigh Anne Mann, Vice President of Investor Relations.

Leigh Mann
Vice President of Investor Relations

Thank you, operator. Good morning, everyone. We appreciate you joining us for the company's second quarter 2026 financial results conference call. Our prepared remarks will include comments from Jean Savage, Trinity's Chief Executive Officer and President; and Eric Marchetto, the company's Chief Financial Officer.

We will hold a Q&A session following the prepared remarks from our leaders. During the call today, we will reference certain non-GAAP financial metrics. The reconciliations of the non-GAAP metrics to comparable GAAP measures are provided in the appendix of the quarterly investor slides, which are accessible on our Investor Relations website at www.trin.net. These slides are under

Hyatt Hotels (H - Free Report) came out with quarterly earnings of $1.12 per share, beating the Zacks Consensus Estimate of $0.9 per share. This compares to earnings of $0.68 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +24.44%. A quarter ago, it was expected that this hotel operator would post earnings of $0.57 per share when it actually produced earnings of $0.63, delivering a surprise of +10.53%.

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

Hyatt Hotels, which belongs to the Zacks Hotels and Motels industry, posted revenues of $1.83 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.76%. This compares to year-ago revenues of $1.81 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.

Hyatt Hotels shares have added about 16% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Hyatt Hotels?While Hyatt Hotels 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 Hyatt Hotels 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 $0.93 on $1.78 billion in revenues for the coming quarter and $3.58 on $7.15 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, Hotels and Motels is currently in the bottom 13% 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, Marriott International (MAR - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 3.

This hotel company is expected to post quarterly earnings of $3.06 per share in its upcoming report, which represents a year-over-year change of +15.5%. The consensus EPS estimate for the quarter has been revised 0.1% lower over the last 30 days to the current level.

Marriott International's revenues are expected to be $7.26 billion, up 7.7% from the year-ago quarter.

The upcoming report from Oneok Inc. (OKE - Free Report) is expected to reveal quarterly earnings of $1.39 per share, indicating an increase of 3.7% compared to the year-ago period. Analysts forecast revenues of $10.8 billion, representing an increase of 37% year over year.

The consensus EPS estimate for the quarter has undergone an upward revision of 1.5% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.

Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.

While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.

That said, let's delve into the average estimates of some Oneok metrics that Wall Street analysts commonly model and monitor.

Analysts' assessment points toward 'Raw feed throughput - Natural Gas Liquids' reaching 1,545.93 thousands of barrels of oil per day. Compared to the current estimate, the company reported 1,527.00 thousands of barrels of oil per day in the same quarter of the previous year.

The consensus among analysts is that 'Adjusted EBITDA- Natural Gas Liquids' will reach $730.26 million. Compared to the present estimate, the company reported $673.00 million in the same quarter last year.

Based on the collective assessment of analysts, 'Adjusted EBITDA- Refined Products & Crude' should arrive at $580.00 million. Compared to the current estimate, the company reported $557.00 million in the same quarter of the previous year.

The combined assessment of analysts suggests that 'Adjusted EBITDA- Natural Gas Pipelines' will likely reach $273.67 million. Compared to the present estimate, the company reported $188.00 million in the same quarter last year.

The average prediction of analysts places 'Adjusted EBITDA- Natural Gas Gathering and Processing' at $548.71 million. The estimate is in contrast to the year-ago figure of $540.00 million.

View all Key Company Metrics for Oneok here>>>

Shares of Oneok have demonstrated returns of +5% over the past month compared to the Zacks S&P 500 composite's -1.5% change. With a Zacks Rank #3 (Hold), OKE is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Philadelphia, Pennsylvania--(Newsfile Corp. - July 30, 2026) - National plaintiffs' law firm Berger Montague PC announces a class action lawsuit against Badger Meter, Inc. (NYSE: BMI) ("Badger Meter" or the "Company") on behalf of investors who purchased or acquired Badger Meter common stock during the period from April 18, 2024 through April 16, 2026 (the "Class Period").

Investor Deadline: Investors who purchased or acquired Badger Meter common stock during the Class Period may, no later than August 3, 2026, seek to be appointed as a lead plaintiff representative of the class. To learn your rights, CLICK HERE.

Milwaukee, Wis.-based Badger Meter provides flow measurement, water quality monitoring, and control solutions to water utilities, municipalities, and industrial customers across the world.

The complaint alleges that Defendants failed to disclose that: (i) Badger Meter's reported financial results during the Class Period were at least partially the product of pulling forward customer orders to recognize revenue early, rather than the organic demand growth they described; and (ii) this revenue-acceleration practice was masking deteriorating near-term order trends and consuming revenue that would otherwise have supported future periods.

On July 22, 2025, Badger Meter's second-quarter 2025 results fell below consensus estimates, with decelerating revenue growth and narrowing margins. Management guided to a sequential sales decline in the third quarter of 2025 while dismissing the weakness as ordinary business variability. On this news, shares dropped 16.5%, falling $40.42 per share to close at $204.80 per share on July 22, 2025.

On January 28, 2026, Badger Meter's fourth-quarter 2025 results again disappointed, with revenues missing expectations and utility water sales posting a 6% sequential decline. Management attributed the shortfall to project pacing dynamics it claimed had been previously communicated. On this news, shares fell approximately 11%, dropping $18.09 per share to close at $146.32 per share.

On April 17, 2026, Badger Meter disclosed first-quarter 2026 results reflecting significant year-over-year deterioration across all key metrics. Management newly attributed part of the weakness to softer short-cycle municipal demand and revealed that such demand variability existed throughout 2023 to 2025 but had gone undetected in reported results due to elevated backlog and active project work. On this news, shares fell more than 24%, declining $36.75 per share to close at $115.54 per share.

If you are a Badger Meter investor and would like to learn more about this action, CLICK HERE or please contact Berger Montague: Andrew Abramowitz at [email protected] or (215) 875-3015, or Caitlin Adorni at [email protected] or (267) 764-4865.

About Berger Montague
Berger Montague is one of the nation's preeminent law firms focusing on complex civil litigation, class actions, and mass torts in federal and state courts throughout the United States. With more than $2.4 billion in 2025 post-trial judgments alone, the Firm is a leader in the fields of complex litigation, antitrust, consumer protection, defective products, environmental law, employment law, securities, and whistleblower cases, among many other practice areas. For over 55 years, Berger Montague has played leading roles in precedent-setting cases and has recovered over $50 billion for its clients and the classes they have represented. Berger Montague is headquartered in Philadelphia and has offices in Chicago; Malvern, PA; Minneapolis; San Diego; San Francisco; Toronto, Canada; Washington, D.C., and Wilmington, DE.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/307236

Source: Berger Montague

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