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Freeport-McMoRan Inc. (FCX) Q2 2026 Earnings Call Transcript

NEW YORK--(BUSINESS WIRE)--Chimera Investment Corporation (NYSE: CIM) announced today that it will release financial results for the second quarter ended June 30, 2026, before the market opens on Wednesday, August 5, 2026. The company will host a conference call and live webcast to discuss the results at 8:30 A.M. ET the same day. Conference Call Details U.S. Toll Free: (866) 604-1613 International: (201) 689-7810 Webcast: https://www.chimerareit.com/news-events/ir-calendar Replay Information U.

Ovintiv (OVV - Free Report) reported $3.01 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 30%. EPS of $1.74 for the same period compares to $1.02 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $2.35 billion, representing a surprise of +28.21%. The company delivered an EPS surprise of -8.9%, with the consensus EPS estimate being $1.91.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Ovintiv performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Production Volumes - Total - Total: 614.6 millions of barrels of oil equivalent compared to the 614.81 millions of barrels of oil equivalent average estimate based on six analysts.Production Volumes - Natural Gas - Total: 1959 millions of cubic feet versus the six-analyst average estimate of 2000.9 millions of cubic feet.Production Volumes - Oil & Plant Condensate - Total: 205.8 millions of barrels of oil versus 203.33 millions of barrels of oil estimated by five analysts on average.Production Volumes - NGLs-Other - Total: 82.4 millions of barrels of oil compared to the 78.37 millions of barrels of oil average estimate based on five analysts.Per-Unit Prices, Excluding the Impact of Realized Gains (Losses) on Risk Management - Oil Price - Total Operations: $100.69 versus $93.70 estimated by four analysts on average.Per-Unit Prices, Excluding the Impact of Realized Gains (Losses) on Risk Management - Natural Gas Price - Total Operations: $1.71 versus the four-analyst average estimate of $1.85.Per-Unit Prices, Excluding the Impact of Realized Gains (Losses) on Risk Management - NGLs-Other Price - Total Operations: $21.67 versus the four-analyst average estimate of $24.50.Production Volumes - Total - USA Operations: 240.2 millions of barrels of oil equivalent versus the three-analyst average estimate of 254.6 millions of barrels of oil equivalent.Production Volumes - Oil & NGLs - Canadian Operations: 102.8 millions of barrels of oil compared to the 97.35 millions of barrels of oil average estimate based on three analysts.Revenues- Canadian Operations: $1.13 billion compared to the $990.98 million average estimate based on three analysts. The reported number represents a change of +56.2% year over year.Revenues- Corporate & other: $209 million versus $46.46 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +194.4% change.Revenues- USA Operations: $1.67 billion versus the three-analyst average estimate of $1.28 billion. The reported number represents a year-over-year change of +9.9%.View all Key Company Metrics for Ovintiv here>>>

Shares of Ovintiv have returned +14.7% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Crocs (CROX - Free Report) ended the recent trading session at $132.47, demonstrating a -2.74% change from the preceding day's closing price. This change lagged the S&P 500's daily loss of 1.21%. On the other hand, the Dow registered a loss of 0.97%, and the technology-centric Nasdaq decreased by 2.15%.

The stock of footwear company has risen by 12.19% in the past month, leading the Consumer Discretionary sector's loss of 0.92% and the S&P 500's gain of 0.42%.

The upcoming earnings release of Crocs will be of great interest to investors. The company's earnings report is expected on July 30, 2026. The company is forecasted to report an EPS of $4.32, showcasing a 2.13% upward movement from the corresponding quarter of the prior year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $1.15 billion, down 0.16% from the year-ago period.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $13.66 per share and revenue of $4.08 billion. These totals would mark changes of +9.19% and +0.87%, respectively, from last year.

Investors should also take note of any recent adjustments to analyst estimates for Crocs. These revisions help to show the ever-changing nature of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.06% lower. Crocs is holding a Zacks Rank of #4 (Sell) right now.

In the context of valuation, Crocs is at present trading with a Forward P/E ratio of 9.97. For comparison, its industry has an average Forward P/E of 16.35, which means Crocs is trading at a discount to the group.

It's also important to note that CROX currently trades at a PEG ratio of 1.41. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Textile - Apparel industry currently had an average PEG ratio of 2.26 as of yesterday's close.

The Textile - Apparel industry is part of the Consumer Discretionary sector. Currently, this industry holds a Zacks Industry Rank of 182, positioning it in the bottom 27% of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.

On July 23, 2026, Molina Healthcare Inc (MOH) shares fell 9.7%, closing at $200.29. This decline comes amid a broader context of price fluctuations, with the st

Kinsale Capital Group, Inc. (KNSL - Free Report) came out with quarterly earnings of $5.54 per share, beating the Zacks Consensus Estimate of $5.1 per share. This compares to earnings of $4.78 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +8.63%. A quarter ago, it was expected that this company would post earnings of $4.7 per share when it actually produced earnings of $5.11, delivering a surprise of +8.72%.

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

Kinsale Capital Group, which belongs to the Zacks Insurance - Property and Casualty industry, posted revenues of $548.52 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 12.31%. This compares to year-ago revenues of $469.81 million. The company has topped consensus revenue estimates four times over the last four quarters.

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

Kinsale Capital Group shares have lost about 16.7% since the beginning of the year versus the S&P 500's gain of 9.6%.

What's Next for Kinsale Capital Group?While Kinsale Capital Group 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 Kinsale Capital Group 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 $4.88 on $485.65 million in revenues for the coming quarter and $20.72 on $1.93 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Insurance - Property and Casualty is currently in the bottom 39% 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.

American Integrity Insurance (AII - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.

This company is expected to post quarterly earnings of $0.81 per share in its upcoming report, which represents a year-over-year change of -56%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

American Integrity Insurance's revenues are expected to be $93.5 million, up 26.3% from the year-ago quarter.

On July 23, 2026, Flowserve Corp (FLS) shares rose 4.5% today, currently trading at $71.66. This performance comes against the backdrop of a 52-week range of $4

WSFS Financial (WSFS - Free Report) came out with quarterly earnings of $1.66 per share, beating the Zacks Consensus Estimate of $1.51 per share. This compares to earnings of $1.27 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +9.93%. A quarter ago, it was expected that this bank holding company would post earnings of $1.48 per share when it actually produced earnings of $1.45, delivering a surprise of -2.03%.

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

WSFS, which belongs to the Zacks Financial - Savings and Loan industry, posted revenues of $282.47 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.90%. This compares to year-ago revenues of $267.5 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.

WSFS shares have added about 42.8% since the beginning of the year versus the S&P 500's gain of 9.6%.

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.55 on $285.02 million in revenues for the coming quarter and $6.32 on $1.13 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, Financial - Savings and Loan is currently in the top 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Northwest Bancshares (NWBI - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on July 27.

This holding company for Northwest Savings Bank is expected to post quarterly earnings of $0.33 per share in its upcoming report, which represents a year-over-year change of +10%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Northwest Bancshares' revenues are expected to be $178.55 million, up 18.7% from the year-ago quarter.

Ameris Bancorp (ABCB - Free Report) reported $334.36 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 10.8%. EPS of $1.60 for the same period compares to $1.59 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $322.17 million, representing a surprise of +3.79%. The company delivered an EPS surprise of -3.61%, with the consensus EPS estimate being $1.66.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Ameris Bancorp performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Net interest margin (TE): 3.9% compared to the 3.8% average estimate based on three analysts.Efficiency ratio: 74.5% versus the three-analyst average estimate of 49.3%.Book value per share (period end): $60.96 versus the two-analyst average estimate of $62.03.Average Balances - Total Earning Assets: $26.21 billion versus the two-analyst average estimate of $26.11 billion.Net charge-offs as a percent of average loans (annualized): 0.2% versus the two-analyst average estimate of 0.2%.Net Interest Income (TE): $253.44 million versus the three-analyst average estimate of $248.83 million.Total Non-Interest Income: $73.53 million versus the three-analyst average estimate of $73.67 million.Net Interest Income: $252.48 million versus the two-analyst average estimate of $249.35 million.View all Key Company Metrics for Ameris Bancorp here>>>

Shares of Ameris Bancorp have returned +0.6% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

SLM NASDAQ: SLM, known as Sallie Mae, reported second-quarter 2026 GAAP diluted earnings of $0.29 per share and said early indicators from the first peak season following Federal PLUS reform are tracking at the high end of expectations or better.

Chief Executive Officer Jonathan Witter said the company has spent the past year preparing for changes in the higher education financing market after Federal PLUS reform “created the potential for a $4.5 billion-$5 billion increase in annual originations for Sallie Mae over the next several years.” He said Sallie Mae has completed planned product and capability updates ahead of peak season, including enhancements to its medical, dental, law and MBA products and the launch of a new parent loan.

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“While peak season is just beginning and it is too early for definitive conclusions, the application and volume trends for these new products ... are at the higher end of our expectations or better,” Witter said. He added that the trends, if sustained, support the company’s 2026 origination estimates and its longer-term view of the opportunity from PLUS program changes.

Originations Rise as Credit Quality Holds Steady Sallie Mae reported second-quarter loan originations of $716 million, up nearly 4.5% from the prior-year quarter. Witter said origination credit quality improved modestly year over year, with average FICO scores rising to 755 from 754, while cosigner rates remained strong at 84%.

The company also emphasized its position with school partners. Witter said Sallie Mae remains a preferred lender for more than 2,100 schools and has focused on supporting those relationships as the financing landscape changes.

Net Interest Income Falls, but Fee Revenue Grows Co-President and Chief Financial Officer Peter Graham said Sallie Mae generated $333 million of net interest income and $45 million of other income in the quarter. Net interest income declined by $44 million from the year-ago period, while other income increased by $16 million, driven by recurring program management fees from the company’s strategic partnership and growth in servicing fee revenue.

Net interest margin was 4.75% for the quarter. Graham said the moderation was expected and primarily reflected higher liquidity levels following a loan sale completed in late March. He said the company expects margin expansion to resume in the second half as excess liquidity is deployed into peak-season originations.

“As a result, we believe the second quarter will likely represent the low point for margin this year,” Graham said. In response to an analyst question, he said the company expects to normalize closer to its long-term target range of around 5%, though not necessarily far above that level in 2026.

Debt Resolution Activity Weighs on Recoveries Credit remained a major focus of the call. Witter said Sallie Mae has identified activity affecting a small borrower segment that the company believes has both the willingness and capacity to repay but is moving directly through delinquency to default. He said many of those borrowers appear to be engaging with debt resolution providers whose services are marketed as consolidation or refinancing solutions.

Witter said Sallie Mae does not believe many of those practices are in customers’ best interests and has taken steps to increase control over post-default recoveries. The company previously estimated a potential roughly $25 million impact to 2026 recoveries from the change in recovery practices, but Witter described the issue as “largely a timing dynamic.”

Net charge-offs were $113 million in the quarter, up from $94 million in the prior-year quarter. Witter said about $16 million of the year-over-year increase was attributable to the misaligned third-party debt resolution practices and related changes in recovery strategy. He said the company does not view the increase as a broad-based weakening in credit.

Private education loans delinquent 30 days or more were 3.7% of loans in repayment, up from 3.5% a year earlier but down from 4% at the end of the first quarter. The provision for credit losses was $126 million, down from $149 million in the year-ago quarter, and the reserve rate was 5.89%, down six basis points from the prior-year period.

Witter also pointed to continued performance from loan modification programs. He said borrowers in active modification cohorts have payment success rates above 80% over six- and 12-month periods, while more than 75% of borrowers exiting the programs are consistently making payments after three and six months.

Expenses Rise as Company Invests for Growth Non-interest expenses were $195 million, up $28 million from the prior-year quarter. Graham said most of the increase reflected one-time investments in product enhancements and strategic initiatives tied to expected growth from federal lending reforms. The efficiency ratio was 48.6%, up seven percentage points year over year.

Graham said revenue growth from servicing and recurring program management fees offset a significant portion of those investments. In the Q&A session, he said the company still expects the rate of expense growth in 2027 to be roughly half the rate from 2025 to 2026, while noting that management would like to do better.

Guidance Updated, Buybacks Continue Sallie Mae narrowed its 2026 net charge-off guidance range, maintaining the high end at $385 million and raising the low end to $365 million. The company affirmed all other guidance metrics. Graham said the expected $25 million potential impact from recovery changes has been partially offset by slightly better-than-expected performance in the broader portfolio.

The company also continued to return capital to shareholders. Graham said Sallie Mae completed a $200 million accelerated share repurchase program during the second quarter, repurchasing 9.3 million shares. Year to date, the company has repurchased about 13 million shares, or 6.5% of shares outstanding at the end of 2025, at an average price of $21.95 per share.

Since 2020, Graham said Sallie Mae has reduced shares outstanding by approximately 59% at an average price of $17.19 per share. The company ended the quarter with $242 million remaining under its repurchase authorization, which it expects to substantially deploy during the remainder of 2026.

Sallie Mae ended the quarter with liquidity equal to 18.6% of total assets. Total risk-based capital was 13.1%, and Common Equity Tier 1 capital was 11.8%.

During the Q&A session, Graham said discussions with a potential second loan sale partner are progressing and could close in the third quarter or early fourth quarter. He said the existing partnership with KKR is performing according to plan and that both KKR and the potential second partner have expressed interest in building capabilities for graduate loan products.

About SLM (NASDAQ:SLM)SLM Corporation, operating as Sallie Mae Bank, is a leading U.S.-based consumer banking company specializing in education financing and related banking products. The company provides a range of private student loans for undergraduate and graduate studies, Parent PLUS loans, and specialized financing for career and certificate programs. In addition to its core lending services, Sallie Mae offers deposit products including savings accounts, checking accounts, money market accounts, certificates of deposit, and credit cards tailored to students and young adults.

Founded in 1972 as the Student Loan Marketing Association—a government-sponsored enterprise—Sallie Mae was privatized in 2004 and has since focused on expanding its private education loan offerings and digital banking solutions.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Sallie Mae (SLM - Free Report) reported $332.82 million in revenue for the quarter ended June 2026, representing a year-over-year decline of 11.7%. EPS of $0.29 for the same period compares to $0.32 a year ago.

The reported revenue represents a surprise of -6.31% over the Zacks Consensus Estimate of $355.22 million. With the consensus EPS estimate being $0.46, the EPS surprise was -36.96%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Sallie Mae performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Net Interest Margin: 4.8% versus 5.1% estimated by two analysts on average.Net Interest Income: $332.82 million versus $355.48 million estimated by two analysts on average.Gains (losses) on sales of loans, net: $14.94 million versus $10.57 million estimated by two analysts on average.Other income: $45.35 million versus the two-analyst average estimate of $46.42 million.Total Non-Interest Income: $68.29 million versus $56.98 million estimated by two analysts on average.View all Key Company Metrics for Sallie Mae here>>>

Shares of Sallie Mae have returned +5.8% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

, /PRNewswire/ --

Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Insulet Corporation (NASDAQ: PODD) between February 21, 2025 and May 26, 2026, inclusive (the "Class Period"), of the important August 31, 2026 lead plaintiff deadline.

So what: If you purchased Insulet securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

What to do next: To join the Insulet Corporation class action, go to https://rosenlegal.com/cases/insulet-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 31, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases.  Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Details of the case: According to the lawsuit, defendants made false and/or misleading statements and/or failed to disclose that: (1) Insulet's manufacturing controls and procedures were defective; (2) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (3) as  a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages. 

To join the Insulet class action, go to https://rosenlegal.com/cases/insulet-corporation/join   or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

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Contact Information:

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In the latest close session, NRG Energy (NRG - Free Report) was up +2.15% at $142.99. The stock's change was more than the S&P 500's daily loss of 1.21%. At the same time, the Dow lost 0.97%, and the tech-heavy Nasdaq lost 2.15%.

The power company's shares have seen a decrease of 1.57% over the last month, not keeping up with the Utilities sector's gain of 2.14% and the S&P 500's gain of 0.42%.

The investment community will be closely monitoring the performance of NRG Energy in its forthcoming earnings report. The company is scheduled to release its earnings on August 4, 2026. The company's earnings per share (EPS) are projected to be $1.78, reflecting a 5.95% increase from the same quarter last year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $6.06 billion, down 10.14% from the year-ago period.

For the full year, the Zacks Consensus Estimates are projecting earnings of $8.85 per share and revenue of $35.58 billion, which would represent changes of +9.67% and +15.85%, respectively, from the prior year.

Investors should also take note of any recent adjustments to analyst estimates for NRG Energy. Recent revisions tend to reflect the latest near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.98% lower. Right now, NRG Energy possesses a Zacks Rank of #4 (Sell).

With respect to valuation, NRG Energy is currently being traded at a Forward P/E ratio of 15.82. For comparison, its industry has an average Forward P/E of 18.4, which means NRG Energy is trading at a discount to the group.

The Utility - Electric Power industry is part of the Utilities sector. This industry, currently bearing a Zacks Industry Rank of 152, finds itself in the bottom 39% echelons of all 250+ industries.

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

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

For the quarter ended June 2026, SouthState (SSB - Free Report) reported revenue of $672.68 million, up 1.2% over the same period last year. EPS came in at $2.35, compared to $2.30 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $677.15 million, representing a surprise of -0.66%. The company delivered an EPS surprise of +0.86%, with the consensus EPS estimate being $2.33.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how SouthState performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Efficiency Ratio: 50% compared to the 52.5% average estimate based on four analysts.Net Interest Margin (Non-Tax Equivalent): 3.8% versus the four-analyst average estimate of 3.8%.Average Balance - Total interest-earning assets: $61.13 billion versus the three-analyst average estimate of $61.42 billion.Total nonperforming assets: $287.39 million compared to the $320.33 million average estimate based on three analysts.Net charge-offs as a percentage of average loans (annualized): 0.1% compared to the 0.1% average estimate based on three analysts.Net Interest Income: $575.95 million compared to the $575.87 million average estimate based on four analysts.Total Noninterest Income: $96.73 million versus $101.25 million estimated by four analysts on average.Net interest income, tax equivalent (Non-GAAP): $576.7 million versus the three-analyst average estimate of $576.45 million.Trust and investment services income: $15.16 million versus $14.56 million estimated by two analysts on average.Fees on deposit accounts: $41.57 million compared to the $40.98 million average estimate based on two analysts.Mortgage banking income: $4.89 million versus the two-analyst average estimate of $9.37 million.Total correspondent banking and capital market income: $20.81 million versus the two-analyst average estimate of $21.11 million.View all Key Company Metrics for SouthState here>>>

Shares of SouthState have returned +2.5% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Phillips Edison & Company, Inc. (PECO - Free Report) came out with quarterly funds from operations (FFO) of $0.69 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to FFO of $0.64 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an FFO surprise of +1.47%. A quarter ago, it was expected that this company would post FFO of $0.67 per share when it actually produced FFO of $0.69, delivering a surprise of +2.99%.

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

Phillips Edison & Company, which belongs to the Zacks REIT and Equity Trust - Retail industry, posted revenues of $189.62 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.45%. This compares to year-ago revenues of $177.75 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 FFO expectations will mostly depend on management's commentary on the earnings call.

Phillips Edison & Company shares have added about 21.9% since the beginning of the year versus the S&P 500's gain of 9.6%.

What's Next for Phillips Edison & Company?While Phillips Edison & Company 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 FFO outlook. Not only does this include current consensus FFO 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 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 estimate revisions.

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $0.69 on $193.5 million in revenues for the coming quarter and $2.76 on $769.95 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, REIT and Equity Trust - Retail is currently in the top 30% 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, Tanger (SKT - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 4.

This factory outlet mall operator is expected to post quarterly earnings of $0.62 per share in its upcoming report, which represents a year-over-year change of +6.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Tanger's revenues are expected to be $142.51 million, up 6.8% from the year-ago quarter.

Origin Bancorp NYSE: OBK reported stronger second-quarter earnings as management said its “Optimize Origin” initiative is translating into improved profitability, disciplined growth and stronger client acquisition across its footprint.

The company reported diluted earnings per share of $1.09 and net income of $33.8 million for the second quarter. Chief Financial Officer Wally Wallace said the result represented Origin’s strongest quarterly earnings performance since the fourth quarter of 2021. Return on average assets was 1.35%, above the company’s near-term run-rate objective of 1.15%, while pre-tax, pre-provision return on average assets was 1.73%.

Chairman, President and Chief Executive Officer Drake Mills said the quarter reflected progress from work begun about 18 months ago under Optimize Origin, which he described as a strategy focused on stronger financial performance, capital allocation, technology investment, talent recruitment and client service.

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“What encourages me most is the consistency of our performance,” Mills said. “Optimize Origin has become the way we operate.”

Loan Growth Led by Texas and Southeast Markets President and CEO of Origin Bank Lance Hall said the company continued to benefit from what management described as disruption across its markets, particularly in banker and client acquisition. Since April 1, Origin added 12 experienced bankers, following 15 additions in the first quarter. The company also expanded into Birmingham, Alabama, with a local team of experienced bankers and added production talent in North Texas, Houston, East Texas and Mississippi.

Hall said year-to-date growth included $196 million in commercial and industrial and owner-occupied commercial real estate loans, $167 million in other commercial real estate categories and $61 million in mortgage warehouse lending. Through the first half of the year, Texas and Southeast markets generated $323 million of loan growth, including about $250 million from Texas on approximately $860 million of new loan production.

Wallace said total loans grew 2.7% sequentially in the quarter and 1.9% excluding mortgage warehouse loans. Management said it continues to target loan and deposit growth in the mid- to high-single-digit range for the year, while tracking toward the higher end of that range.

During the question-and-answer session, Hall said the primary drivers of loan growth were Texas and the Southeast, though all markets contributed. He said more than 50% of year-to-date loan growth has come from C&I lending, and that the company’s average loan size remains about $590,000. Hall said new loans in the most recent month were coming in at about 6.4%.

Hall also said the company is seeing pricing and term pressure from competitors, including more frequent offers of non-recourse structures, but said Origin intends to remain conservative in its credit approach.

Deposit Mix Improves as Noninterest-Bearing Balances Rise Origin’s total deposits declined 0.6% during the quarter, which Wallace said was consistent with seasonal trends. However, noninterest-bearing deposits increased 9.6% sequentially and 5.2% on an average basis, ending the quarter at 26% of total deposits, or 25% on an average basis.

Hall said noninterest-bearing deposit growth was evidence that Origin’s bankers are winning primary banking relationships. Deposit account openings increased more than 36% year over year in the first half of the year, and June account openings were up 82% year over year. In response to an analyst question, Hall said the company opened more than 1,800 new deposit accounts in June, compared with just under 1,000 a year earlier.

Hall attributed the growth to a combination of lift-outs, market disruption and dissatisfaction among clients of some competitors. He said new deposit costs were about 2.7%.

Margin Expands, Net Interest Income Outlook Raised Wallace said net interest margin expanded 21 basis points during the quarter to 3.92%, exceeding the company’s expectations. Net interest income rose 5.7% sequentially to $92.2 million, despite a 1% decline in average earning assets. The margin improvement was driven by stronger loan yields, slightly lower deposit costs and the runoff of excess liquidity tied to normal seasonality.

Wallace said Origin removed any Federal Reserve rate actions from its forecast for the remainder of the year and expects margin to remain relatively flat. Combined with balance sheet growth expectations, the company now anticipates net interest income growth in the high-single digits for both the full year and fourth-quarter-over-fourth-quarter basis.

In response to a question from Raymond James analyst Michael Rose, Wallace said the quarter included about three basis points of benefit from interest reversals or recoveries on nonaccrual loans. He also noted that approximately $250 million of fixed-rate loans are expected to reprice or pay off in the back half of the year, with the company picking up about 160 to 170 basis points based on current pricing.

Credit Metrics Improve Chief Risk Officer Jim Crotwell said Origin experienced “sound and improving credit metrics” during the quarter. Total past dues 30 to 89 days and accruing declined to 0.06%, the lowest level in the past five quarters. Net charge-offs totaled $454,000, benefiting from $2 million in recoveries, and annualized net charge-offs were 0.02% for the quarter and 0.08% year to date.

Nonperforming assets declined $9 million to 0.98% of loans, also the lowest level in the past five quarters. Classified assets decreased to 1.79% from 1.97% in the prior quarter. Origin’s allowance for credit losses declined $827,000 to $98.2 million, or 1.30% of total loans net of mortgage warehouse, down from 1.34%.

Crotwell said the company continues to have capacity to grow acquisition, development and construction, and commercial real estate lending, with ADC loans at 51% of total risk-based capital and CRE at 237%.

Capital Return and Outlook Wallace said tangible book value increased sequentially to $36.37, marking the 15th consecutive quarter of growth. The tangible common equity ratio ended the quarter at 11.1%. Origin repurchased 217,034 shares during the quarter at an average price of $46.60, and its board increased the share repurchase authorization by $100 million, leaving $121.6 million remaining.

The company also continued returning capital through its recently increased quarterly dividend. Wallace said Origin’s balance sheet, earnings profile and capital position give it flexibility to invest in growth and return capital to shareholders.

Management also addressed the company’s crossing of the $10 billion asset threshold. Hall said Origin has “completely crossed it” and that the Durbin Amendment impact is expected to begin mid-year next year, with an estimated effect of $4 million to $4.5 million. He said the company is working to offset that impact and has most of the related cost behind it.

Mills said Origin remains focused on becoming a top-quartile performer over the next three years, while continuing to invest in talent, technology, automation and artificial intelligence. He said the company will pursue growth opportunities but not at the expense of the return targets it is attempting to achieve.

“The results we’re discussing today aren’t the destination,” Mills said. “It’s evidence that the transformation is working.”

About Origin Bancorp (NYSE:OBK)Origin Bancorp, Inc NYSE: OBK is a bank holding company based in Atlanta, Georgia, and is the parent of Origin Bank, a full-service commercial banking franchise. The company provides a broad range of financial products and services to individuals, small and middle-market businesses, and institutional clients across the southeastern United States.

Through Origin Bank, the company offers a variety of deposit products, including checking and savings accounts, money market accounts, and certificates of deposit.

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 Origin Bancorp Right Now?Before you consider Origin Bancorp, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Origin Bancorp wasn't on the list.

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Buy, Hold, or Wait: 3 Small-Cap Stocks Telling Different StoriesBoston Beer NYSE: SAM said second-quarter demand remained challenging as declines in Twisted Tea and Truly continued to weigh on volume, even as Sun Cruiser and Angry Orchard posted growth and gross margin improved.

On the company’s 2026 second-quarter earnings call, Founder, CEO and Chairman Jim Koch said the broader beer market improved modestly in the first half of the year but remained uneven. Boston Beer estimates the combined beer and “beyond beer” market declined 2% in volume in the first half, compared with a 4% decline for full-year 2025. Koch said the category was nearly flat in the first quarter, softened in the second quarter and saw May as “particularly challenging,” before improving in June on drinking occasions tied to the World Cup and America’s 250th anniversary celebrations.

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Tap Into Molson Coors Stock: A Top Beverage Value Play“We anticipate industry volume headwinds for the remainder of 2026 as consumers remain under pressure from the cumulative effects of inflation and a significant increase in gas prices,” Koch said.

Volume declines continue, but margins improve Chief Financial Officer Diego Reynoso said second-quarter depletions declined 6% from the prior year, while shipments decreased 4.5%. The declines were driven primarily by lower volume in Twisted Tea, Truly, Samuel Adams, Hard MTN DEW and Dogfish Head, partially offset by increases in Sun Cruiser and Angry Orchard.

Constellation Brands Stock Q1 2025: Crushing Anheuser-Busch?Revenue for the quarter fell 3.3%, reflecting lower volume, partially offset by price increases and favorable product mix. Reynoso said positive mix was driven by strong growth in Sun Cruiser.

Gross margin improved to 50.4%, up 60 basis points year over year. Reynoso attributed the improvement to brewery efficiencies, favorable product mix, procurement savings and price increases, partly offset by higher commodity, tariff and energy-related costs.

Advertising, promotional and selling expenses rose $26.2 million, or 16.4%, from the prior year. That included $17.5 million of increased local brand marketing and point-of-sale investments, along with an $8.6 million freight cost increase. General and administrative expenses rose $3.1 million, primarily from higher legal fees and salary and benefit costs.

Excluding litigation-related expenses, Boston Beer reported second-quarter non-GAAP earnings per share of $3.65. Reynoso said year-to-date pre-tax litigation expenses plus related fees totaled $198.1 million, tied to previously discussed supplier dispute litigation. He said the company intends to pursue available post-trial motions and appellate remedies and does not expect the matter to have a material impact on operating plans.

Sun Cruiser offsets some pressure from Twisted Tea Koch said Boston Beer’s portfolio continues to lag the pace of improvement in the broader category, with continued market share challenges in Twisted Tea and Truly. However, Sun Cruiser delivered triple-digit depletion growth in the quarter, and Angry Orchard continued to grow.

For hard tea, Koch said a key priority is improving share trends and growing volume through both Twisted Tea and Sun Cruiser. On a combined basis, Twisted Tea and Sun Cruiser volume was “very slightly positive” year to date through 29 weeks, while revenue was growing.

Twisted Tea remains dominant in malt-based hard tea, with more than 85% share and no single competitor above 5%, according to Koch. Still, the brand is under pressure from broader flavored malt beverage headwinds, reduced feature and display activity and competition from spirits-based hard teas. Koch said 12-packs remain the largest volume headwind, affected by lower display activity and consumer movement away from larger pack sizes.

Boston Beer is using advertising, partnerships, new pack sizes, expanded Twisted Tea Extreme distribution and targeted pricing adjustments to address the pressure. Koch said Twisted Tea Singles, Twisted Tea Light and Twisted Tea Extreme all gained share within the FMB category.

Sun Cruiser, meanwhile, has become a top-five spirits ready-to-drink brand and is among the fastest-growing brands by volume in combined measured on- and off-premise channels, Koch said. He described the brand as revenue- and margin-accretive, with strong distribution opportunities still ahead. In response to an analyst question, Koch said Sun Cruiser is much larger than syndicated data indicates because of its strength in on-premise and independent accounts.

Truly remains challenged, Angry Orchard grows Truly retained its No. 2 share position in hard seltzer, but Koch said volume and share trends remain challenged. Within the portfolio, high-ABV Truly Unruly and the Wild Berry flavor are outperforming other styles. Koch said soccer-related promotions and new brand creative improved marketplace presence, particularly displays, but consumer demand has not met expectations.

“We are adjusting the level and timing of our investments in Truly as we reassess the most effective approach to accelerating brand performance,” Koch said.

Angry Orchard grew for the fifth consecutive quarter, led by Angry Orchard Crisp and Crisp Imperial. Koch said Crisp Imperial volume rose more than 60% in the second quarter in measured off-premise channels.

Samuel Adams launched limited-edition retro packaging and “Drink Like It’s 1776” programming tied to America’s 250th anniversary. Koch said Boston Beer’s taprooms in Boston saw record summer sales as soccer fans visited during World Cup-related activity. Dogfish Head slightly lost share and declined after four quarters of growth, though the company is continuing to support its Grateful Dead Beer collaboration and Minute series IPAs.

Guidance maintained as ad spending plans are reduced Boston Beer maintained its full-year volume guidance for shipments and depletions to be down low single digits to down mid-single digits. Reynoso said depletions declined 5% year over year through the first 29 weeks, and current company trends would point to the lower end of the full-year range unless category and share trends improve.

The company raised the low end of its gross margin outlook and now expects full-year gross margin of 48.5% to 50%. Boston Beer continues to expect price increases of 1% to 2%, with additional benefit from mix. Its non-GAAP EPS guidance remains $8.50 to $10.50, with an expected non-GAAP effective tax rate of about 29% to 30%.

Boston Beer lowered its planned incremental advertising, promotional and selling expense range by $20 million. The company now expects those expenses, excluding freight changes, to be flat to up $20 million versus the prior year, compared with a previous expectation of up $20 million to $40 million. Koch said the reduction came from lower-performing advertising, primarily in Truly.

Reynoso said the company expects third-quarter shipments to decline low to mid-single digits, followed by modest shipment growth in the fourth quarter, partly reflecting prior-year comparisons related to supply chain improvements and automated replenishment changes.

Cash flow supports buybacks and investment Boston Beer ended the quarter with $266 million in cash and $150 million available under its credit line. Reynoso said those balances, along with projected operating cash flow, support operating investments, shareholder returns and potential litigation-related payments.

The company reduced its 2026 capital expenditure outlook to $60 million to $80 million from $70 million to $90 million, with investments focused on brewery capabilities, efficiencies and innovation support. Boston Beer repurchased $48.5 million of shares during the 26 weeks ended June 27 and another $5.6 million through July 17. As of July 18, it had approximately $174 million remaining under its $1.6 billion share repurchase authorization.

About Boston Beer (NYSE:SAM)The Boston Beer Company, Inc NYSE: SAM is a leading craft brewer headquartered in Boston, Massachusetts. Since its founding in 1984 by Jim Koch, the company has focused on producing high-quality, distinctive beers and beverages for retail, on-premise, and distribution partners across the United States. Its operations include brewing, packaging, marketing and distribution, supported by a network of wholly owned brewing facilities and strategic partnerships with regional breweries.

Boston Beer's flagship brand, Samuel Adams Boston Lager, helped establish the modern U.S.

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 Boston Beer Right Now?Before you consider Boston Beer, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Boston Beer wasn't on the list.

While Boston Beer currently has a Reduce rating among analysts, top-rated analysts believe these five stocks are better buys.

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Comfort Systems (FIX - Free Report) came out with quarterly earnings of $12.53 per share, beating the Zacks Consensus Estimate of $10.38 per share. This compares to earnings of $6.53 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +20.71%. A quarter ago, it was expected that this heating, ventilation and air conditioning company would post earnings of $7.19 per share when it actually produced earnings of $10.51, delivering a surprise of +46.18%.

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

Comfort Systems, which belongs to the Zacks Building Products - Air Conditioner and Heating industry, posted revenues of $3.27 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 10.96%. This compares to year-ago revenues of $2.17 billion. The company has topped consensus revenue estimates four times over the last four quarters.

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

Comfort Systems shares have added about 91.9% since the beginning of the year versus the S&P 500's gain of 9.6%.

What's Next for Comfort Systems?While Comfort Systems 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 Comfort Systems 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 $10.79 on $2.98 billion in revenues for the coming quarter and $43.09 on $11.89 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 - Air Conditioner and Heating is currently in the top 20% 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, Carrier Global (CARR - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on July 28.

This company is expected to post quarterly earnings of $0.83 per share in its upcoming report, which represents a year-over-year change of -9.8%. The consensus EPS estimate for the quarter has been revised 0.4% lower over the last 30 days to the current level.

Carrier Global's revenues are expected to be $6.02 billion, down 1.5% from the year-ago quarter.

First Interstate BancSystem (FIBK - Free Report) reported $265.3 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 6.3%. EPS of $0.87 for the same period compares to $0.69 a year ago.

The reported revenue represents a surprise of +7.58% over the Zacks Consensus Estimate of $246.6 million. With the consensus EPS estimate being $0.64, the EPS surprise was +35.94%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how First Interstate BancSystem performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Net FTE interest margin ratio: 3.5% versus the two-analyst average estimate of 3.5%.Efficiency Ratio: 59% compared to the 63.7% average estimate based on two analysts.Mortgage banking revenues: $1.5 million compared to the $1.57 million average estimate based on two analysts.Total noninterest Income: $61.7 million versus the two-analyst average estimate of $42.52 million.Net Interest Income: $202.2 million compared to the $203.43 million average estimate based on two analysts.View all Key Company Metrics for First Interstate BancSystem here>>>

Shares of First Interstate BancSystem have returned +1.4% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Columbia Banking (COLB - Free Report) reported $677 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 32.5%. EPS of $0.76 for the same period compares to $0.76 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $688.41 million, representing a surprise of -1.66%. The company delivered an EPS surprise of +4.11%, with the consensus EPS estimate being $0.73.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Columbia Banking performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Net charge-offs to average loans and leases (annualized): 0.3% versus the three-analyst average estimate of 0.3%.Average Balance - Total interest-earning assets: $60.28 billion versus $60.69 billion estimated by three analysts on average.Efficiency Ratio: 55.2% versus the three-analyst average estimate of 52.8%.Net Interest Margin: 3.9% compared to the 4% average estimate based on three analysts.Total non-performing loans and leases: $268 million versus $267.74 million estimated by two analysts on average.Total non-performing assets: $273 million compared to the $270.77 million average estimate based on two analysts.Net Interest Income: $589 million compared to the $603.86 million average estimate based on three analysts.Total noninterest income: $88 million versus the three-analyst average estimate of $83.68 million.Service charges on deposits: $23 million versus the two-analyst average estimate of $20.35 million.Net interest income (FTE): $592 million versus the two-analyst average estimate of $605.01 million.Financial services and trust revenue: $15 million compared to the $15.11 million average estimate based on two analysts.View all Key Company Metrics for Columbia Banking here>>>

Shares of Columbia Banking have returned +3.5% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

Associated Banc NYSE: ASB reported higher second-quarter earnings on an adjusted basis as the Green Bay, Wisconsin-based bank incorporated the acquisition of American National Corporation and continued to post organic growth in commercial lending and customer deposits.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Peabody Energy To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Peabody Energy between October 14, 2024 and May 4, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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New York, New York--(Newsfile Corp. - July 23, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Peabody Energy Corporation ("Peabody Energy" or the "Company") (NYSE: BTU) and reminds investors of the August 24, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: Defendants provided these overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Peabody Energy's Centurion mine and the multitude of issues causing delays to the ramp-up and the return to full longwall production dates. Such statements absent these material facts caused Plaintiff and other shareholders to purchase Peabody Energy's securities at artificially inflated prices.

On March 30, 2026, Peabody Energy issued a press release lowering guidance pertaining to Centurion mine's expected first quarter 2026 output, announcing that sales volume from the Centurion mine was expected to deliver approximately 250,000 tons in the first quarter due to "greater-than-anticipated mine commissioning challenges" (compared to previous estimates of around 700,000 tons). On this news, Peabody Energy's stock price fell $3.82, or approximately 9.7%, to close at $35.68 per share on March 30, 2026.

On May 5, 2026, Peabody Energy issued a press release disclosing the Company's failure to ramp-up Centurion by the long-awaited March 2026 deadline and cutting guidance related to full year met segment volumes to reflect the increased cost and substantial volume decrease, reducing the full year sales outlook for Centurion to 2.5 million tons compared to the original expectation of 3.5 million tons. On this news, Peabody Energy's stock price fell $1.52, or 5.7%, to close at $25.00 per share on May 5, 2026.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Peabody Energy's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Peabody Energy class action, go to www.faruqilaw.com/BTU or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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Frequently Asked Questions (FAQ) for Investors Regarding the Peabody Energy Securities Class Action Lawsuit:

What is the Peabody Energy securities fraud lawsuit about?

The lawsuit alleges that Peabody Energy Corporation (NYSE: BTU) and certain of its officers and directors made materially false and misleading statements and/or concealed material adverse facts concerning the true condition of the Company's Centurion mine, including the nature and severity of issues allegedly causing delays to its ramp-up and return to full longwall production. The complaint alleges that, throughout the Class Period, defendants provided investors with overwhelmingly positive statements about the Centurion mine while purportedly withholding information about the multitude of operational challenges affecting it. These allegedly false and misleading statements are said to have caused investors to purchase Peabody Energy securities at artificially inflated prices. The inflation in the stock price allegedly began to correct when Peabody Energy disclosed, on March 30, 2026, that first quarter 2026 output from the Centurion mine was expected to reach only approximately 250,000 tons — well below prior estimates of approximately 700,000 tons — due to "greater-than-anticipated mine commissioning challenges," and further when the Company disclosed on May 5, 2026 that it had failed to ramp up the mine by its March 2026 deadline and cut its full-year sales outlook for Centurion from 3.5 million tons to 2.5 million tons.

Who may be eligible to participate in the lawsuit?

Investors who purchased or otherwise acquired Peabody Energy Corporation (NYSE: BTU) securities on the NASDAQ between October 14, 2024 and May 4, 2026, inclusive, may be eligible to participate in this lawsuit as members of the proposed class. Eligibility to participate is not limited to investors who seek appointment as lead plaintiff; any qualifying class member may share in any recovery that may ultimately be obtained. Investors who purchased Peabody Energy securities during the Class Period and suffered losses are encouraged to review their transaction records to determine whether they fall within the defined class. Participation in a class action does not require that an investor take any individual legal action or incur separate legal fees to potentially benefit from any recovery achieved on behalf of the class.

What is a lead plaintiff, and how can I seek appointment?

A lead plaintiff is a court-appointed representative who acts on behalf of all class members in directing the litigation, including making key decisions regarding litigation strategy and the selection of lead counsel. Any class member who purchased Peabody Energy securities during the Class Period and suffered a loss may move the court for appointment as lead plaintiff, and courts typically appoint the movant with the largest financial interest in the outcome of the litigation who otherwise satisfies applicable legal requirements. The deadline to file a motion seeking appointment as lead plaintiff is August 24, 2026. Importantly, investors are not required to seek appointment as lead plaintiff in order to participate in the class and share in any recovery that may result from the litigation — class members who do not serve as lead plaintiff retain the ability to benefit from any settlement or judgment.

What should investors do if they purchased Peabody Energy stock during the Class Period?

Investors who purchased Peabody Energy Corporation (NYSE: BTU) securities between October 14, 2024 and May 4, 2026, inclusive, are encouraged to promptly review their brokerage records and account statements to confirm the dates and prices at which they acquired and, if applicable, sold their shares. Investors should take steps to preserve all relevant documentation, including transaction confirmations, account statements, and any communications relating to their Peabody Energy holdings, as such records may be relevant to establishing eligibility and calculating losses. Given that the lead plaintiff motion deadline is August 24, 2026, investors wishing to be considered for appointment as lead plaintiff should act well in advance of that date. Investors may wish to consult with Faruqi & Faruqi, LLP or other qualified securities counsel to evaluate their legal rights and options before the deadline.

Why should investors contact Faruqi & Faruqi, LLP?

Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Peabody Energy securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306122

Source: Faruqi & Faruqi LLP

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Robert Half Inc. (RHI) Q2 2026 Earnings Call July 23, 2026 5:00 PM EDT

Company Participants

M. Waddell - Vice Chairman, President & CEO
Michael Buckley - Executive VP & CFO

Conference Call Participants

Mark Marcon - Robert W. Baird & Co. Incorporated, Research Division
Trevor Romeo - William Blair & Company L.L.C., Research Division
Andrew Steinerman - JPMorgan Chase & Co, Research Division
Jeffrey Silber - BMO Capital Markets Equity Research
Keen Fai Tong - Goldman Sachs Group, Inc., Research Division
Kartik Mehta - Northcoast Research Partners, LLC
John Ronan Kennedy - Barclays Bank PLC, Research Division
Tobey Sommer - Truist Securities, Inc., Research Division
Kevin McVeigh - UBS Investment Bank, Research Division

Presentation

Operator

Hello, and welcome to the Robert Half Second Quarter 2026 Conference Call. Today's conference call is being recorded. [Operator Instructions] Our hosts for today's call are Mr. Keith Waddell, President and Chief Executive Officer of Robert Half; and Mr. Michael Buckley, Chief Financial Officer. Mr. Waddell, you may begin.

M. Waddell
Vice Chairman, President & CEO

Hello, everyone. We appreciate your time today. Before we get started, I'd like to remind you that comments made on today's call contain forward-looking statements, including predictions and estimates about our future performance. These statements represent our current judgment of what the future holds. However, they are subject to the risks and uncertainties that could cause actual results to differ materially from the forward-looking statements.

These risks and uncertainties are described in today's press release and our most recent 10-K and 10-Q filed with the SEC. We assume no obligation to update the statements made on today's call. During this presentation, we may refer to certain non-GAAP financial measures as adjusted. Adjusted revenue growth excludes the impact of billing day variations and foreign currency exchange rates.

Adjusted gross margin, SG&A and operating income reflect the combining

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