Woodward má ve 3. čtvrtletí fiskálního roku 2026 vykázat tržby 1,11 mld. USD, což je meziročně o 21,73 % více. Tahounem mají být divize Aerospace a Industrial.
Key Takeaways WWD is expected to report Q3 fiscal 2026 revenue of $1.11 billion, up 21.73% year over year.Woodward's demand is supported by aerospace aftermarket activity and industrial market momentum.WWD is expanding capacity, repair capabilities and service partnerships while investing in manufacturing. Woodward, Inc. (WWD - Free Report) is scheduled to report third-quarter fiscal 2026 results on Wednesday.
The Zacks Consensus Estimate for revenues is $1.11 billion, which implies an increase of 21.73% from the year-ago reported number. The consensus mark for earnings is pegged at $2.39 per share, indicating a year-over-year increase of 35.8%.
WWD’s earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 16.97%.
Woodward’s shares have gained 60.7% compared with the Aerospace Defense Equipment industry’s growth of 11.3% in the past year.
Image Source: Zacks Investment Research
Factors to Note Ahead of WWD’s Q3 ResultsWWD’s fiscal third-quarter performance is likely to have been supported by continued strength across both its Aerospace and Industrial segments, driven by robust demand and higher output. Commercial Services is expected to remain a key growth driver, supported by continued high utilization of legacy aircraft, higher repair volumes and increasing LEAP and GTF aftermarket activity.
On the last earnings call, management stated that spare LRU orders for the third quarter are in line with the first two quarters, with no slowdown in repair inputs or customer order rates. Commercial OEM demand has also remained healthy as aircraft production aligns with current build rates, while defense OEM sales continue to benefit from JDAM pricing and steady defense demand. The company also expects OEM growth to contribute more meaningfully in the second half of fiscal 2026.
Woodward’s Industrial segment continues to benefit from momentum across oil & gas, transportation and power generation markets. Rising investment in gas-powered generation and increasing demand for both base-load and backup power generation for data centers remain key growth drivers. Marine transportation demand has been supported by higher shipyard output and services activity, while oil and gas growth is being driven by greater midstream and downstream investments. Management also highlighted that multiple customers have recently increased their long-term demand forecasts for power generation products, prompting evaluations of additional capacity expansion. China On-Highway last-time-buy volumes are expected to contribute roughly $30 million in third-quarter sales before winding down further.
We expect revenues from the Aerospace segment to increase 22.4% to $729.4 million and from the Industrial segment to increase 17.5% to $375.5 million for the fiscal third quarter.
The company continues to expand capacity through the Spartanburg and Glatten projects, increase LEAP and GTF repair capabilities, strengthen its service network through partnerships with Lufthansa Technik, Air France-KLM and AAR, and optimize its portfolio through the Valve Research acquisition, pilot controls divestiture and servo valve production relocation.
Favorable pricing, higher volumes and ongoing operational excellence initiatives continue to support margins. However, Woodward is making strategic investments in manufacturing capabilities, automation, ERP implementation and research and development for next-generation aircraft platforms, which are expected to continue. Inflationary pressures, supply-chain constraints and broader geopolitical and macroeconomic uncertainty remain concerns.
Recent Key DevelopmentsOn July 21, 2026, Woodward inaugurated its expanded manufacturing facility in Glatten, Germany, increasing production capacity for high-speed fuel injection systems by 50%. The 3,000-square-meter expansion features advanced automation, digital manufacturing technologies and Lean practices to improve productivity, flexibility and competitiveness, supporting growing demand across power generation, marine transportation and oil & gas markets.
On the same day, Woodward signed an Elite Licensed Repair Service Facility (LRSF) agreement with HAECO, authorizing the MRO provider to deliver OEM-approved repair, maintenance and overhaul services for Woodward components used in CFM International LEAP-1A, LEAP-1B and LEAP-1C engines. The partnership expands Woodward’s global support network, strengthens HAECO’s presence in Asia-Pacific and mainland China, and enhances access to high-quality repair solutions for the rapidly growing LEAP engine fleet.
What Our Model Says for WWDOur proven model predicts an earnings beat for WWD this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. This is the case here.
WWD has an Earnings ESP of +5.10% and a Zacks Rank #2. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Other Stocks to ConsiderHere are three other stocks you may want to consider, as our model shows that these have the right elements to post an earnings beat in this reporting cycle.
Western Digital Corporation (WDC - Free Report) has an Earnings ESP of +3.22% and a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
WDC is scheduled to report quarterly figures on Aug. 5. The Zacks Consensus Estimate for Western Digital’s to-be-reported quarter’s earnings and revenues is pinned at $3.35 per share and $3.7 billion, respectively. Shares of Western Digital are up 607% in the past year.
Sensata Technologies Holding plc (ST - Free Report) currently has an Earnings ESP of +0.54% and a Zacks Rank #2. Sensata is scheduled to report quarterly earnings on July 29. The Zacks Consensus Estimate for ST’s to-be-reported quarter’s earnings and revenues stands at 93 cents per share and $964 million, respectively. Shares of Sensata have gained 42.7% in the past year.
TaskUs, Inc. (TASK - Free Report) has an Earnings ESP of +1.75% and a Zacks Rank #2 at present. The company is scheduled to report quarterly figures on Aug. 5. The Zacks Consensus Estimate for TaskUs’ to-be-reported quarter’s earnings and revenues is pinned at 29 cents per share and $297.53 million, respectively. Shares of TaskUs are down 47% in the past year.
Weyerhaeuser čeká za 2. čtvrtletí tržby 1,79 miliardy USD, tedy meziročně o 4,7 % méně. Firma varuje, že divize Wood Products sníží zisk asi o 20 milionů USD kvůli dopravním problémům.
Key Takeaways WY may benefit from stronger construction activity, lumber demand and higher Wood Products volumes.Wood Products profit may fall $20 million from Q1 as transport issues raise costs and cut volumes.Second-quarter sales are pegged at $1.79 billion, down 4.7%, as higher input costs may pressure margins. Weyerhaeuser Company (WY - Free Report) is slated to report second-quarter 2026 results on July 30, after the closing bell.
In the last reported quarter, Weyerhaeuser reported mixed results with adjusted earnings topping the Zacks Consensus Estimate, while revenues marginally missed the same. Year over year, the bottom line remained flat while the top line declined. The quarter’s tone was shaped by a sharp sequential recovery in profitability, with adjusted EBITDA jumping to $308 million, helped by a sizeable conservation easement transaction and improved results across operating segments.
Weyerhaeuser’s earnings beat the consensus mark in all the last four quarters, with the average surprise being 102.9%.
How Are Estimates Placed for Weyerhaeuser Stock?The Zacks Consensus Estimate for the to-be-reported quarter’s earnings per share (EPS) has decreased to 8 cents from 11 cents over the past 30 days. In the year-ago quarter, the company had reported an EPS of 12 cents.
The consensus mark for net sales is pegged at $1.79 billion, indicating a 4.7% year-over-year decline.
Factors Influencing WY’s Q2 ResultsManagement expects Timberlands (which accounted for approximately 28.5% of first-quarter 2026 net sales) earnings and adjusted EBITDA to be broadly comparable with the first quarter. Western domestic log pricing is projected to have improved modestly, while export markets in Japan and China are expected to have remained stable at subdued levels. In the South, relatively stable sawlog demand should offset continued softness in fiber markets.
We expect the Timberlands segment’s net sales to decline 6.5% to $494.8 million. Adjusted EBITDA is expected to decline 21.4% from a year ago to $119.5 million.
Within Wood Products (which accounted for approximately 67.4% of first-quarter 2026 net sales), while the company had previously expected second-quarter earnings and adjusted EBITDA to be comparable with the first quarter, excluding the impact of changes in lumber and oriented strand board (OSB) sales realizations, it now expects both metrics to be approximately $20 million lower than first-quarter levels on the same basis. Management attributed the weaker outlook to lower-than-expected lumber sales volumes and higher unit manufacturing costs, with transportation constraints disrupting production and reducing operating efficiency.
Overall, the updated outlook suggests that Timberlands and Strategic Land Solutions are performing broadly in line with expectations, while operational disruptions in Wood Products are likely to have weighed on second-quarter profitability, even before considering the impact of lumber and OSB price movements.
Our model predicts the Wood Products segment’s net sales to decline 8% year over year to $1.25 billion in the second quarter. Adjusted EBITDA is expected to grow 22.9% from a year ago to $124.1 million.
For the Strategic Land Solutions segment (formerly Real Estate, Energy & Natural Resources) — which accounted for approximately 12% of first-quarter 2026 sales — management still expects second-quarter earnings to be approximately $80 million lower than the first quarter and adjusted EBITDA to decline by roughly $70 million sequentially. This reflects the anticipated timing of real estate transactions and other activities within the segment rather than any deterioration in underlying business conditions.
Our model predicts the segment’s net sales to be $186.7 million, up 21.2% year over year. Adjusted EBITDA is expected to be down 15.6% from a year ago to $120.7 million.
Inflationary Costs May Continue to Pressure Margins: Despite stronger seasonal demand, profitability could remain constrained by higher transportation, fuel and raw-material costs. Planned maintenance outages at three OSB mills, higher resin prices and elevated fiber costs are expected to have weighed on manufacturing margins. Export operations also face higher shipping costs due to geopolitical disruptions, although management expects operational efficiencies and pricing actions to offset part of these pressures.
What Our Model Unveils for WY StockOur proven model does not predict an earnings beat for Weyerhaeuser 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 is not the case here.
Earnings ESP: WY has an Earnings ESP of -13.46%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank #4 (Sell).
Stocks to ConsiderHere are some stocks from the Zacks Construction sector, which, per our model, have the right combination of elements to deliver an earnings beat this time around.
Boise Cascade Company (BCC - Free Report) has an Earnings ESP of +6.50% and a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Boise Cascade’s earnings beat estimates in two of the last four quarters, missed on one occasion and met on the remaining occasion, the average surprise being 40.8%. The company’s earnings for the second quarter of 2026 are expected to decline 25% year over year.
Amentum Holdings, Inc. (AMTM - Free Report) currently has an Earnings ESP of +3.18% and a Zacks Rank of 3.
Amentum’s earnings beat estimates in each of the last four quarters, the average surprise being 4%. The company’s earnings for the second quarter of 2026 are expected to increase 12.5% year over year.
CRH plc (CRH - Free Report) has an Earnings ESP of +4.08% and a Zacks Rank of 3.
CRH’s earnings beat estimates in two of the last four quarters, missed on one occasion and met on the remaining occasion, the average surprise being 0.7%. The company’s earnings for the second quarter of 2026 are expected to inch up 1% year over year.
In its upcoming report, Western Union (WU - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $0.43 per share, reflecting an increase of 2.4% compared to the same period last year. Revenues are forecasted to be $1.01 billion, representing a year-over-year decrease of 1.8%.
The consensus EPS estimate for the quarter has undergone a downward revision of 2.7% 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.
Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock.
While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.
Given this perspective, it's time to examine the average forecasts of specific Western Union metrics that are routinely monitored and predicted by Wall Street analysts.
Analysts' assessment points toward 'Revenue- Consumer Services' reaching $154.74 million. The estimate indicates a change of +9.7% from the prior-year quarter.
The consensus among analysts is that 'Revenue- Consumer Money Transfer' will reach $852.19 million. The estimate suggests a change of -3.7% year over year.
Analysts expect 'Consumer Money Transfer transactions - Total' to come in at 72.29 million. Compared to the current estimate, the company reported 71.40 million in the same quarter of the previous year.
It is projected by analysts that the 'Consumer Money Transfer - Cross-border principal' will reach 27.29 billion. Compared to the current estimate, the company reported 26.70 billion in the same quarter of the previous year.
The average prediction of analysts places 'Segment Operating Income (Loss)- Consumer Services' at $40.82 million. Compared to the present estimate, the company reported $31.60 million in the same quarter last year.
The combined assessment of analysts suggests that 'Segment Operating Income (Loss)- Consumer Money Transfer' will likely reach $145.48 million. Compared to the current estimate, the company reported $167.70 million in the same quarter of the previous year.
View all Key Company Metrics for Western Union here>>>
Shares of Western Union have demonstrated returns of +7.1% over the past month compared to the Zacks S&P 500 composite's +1.7% change. With a Zacks Rank #3 (Hold), WU 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 >>>> .
SPX Technologies čeká za 2. čtvrtletí růst tržeb o 15,1 % na 635,64 mil. USD a zisku na akcii o 12,1 % na 1,85 USD. Tahounem má být poptávka po HVAC a chlazení datových center.
Key Takeaways SPXC is expected to post second-quarter revenue growth, supported by HVAC and Detection & Measurement demand.SPXC is likely to benefit from data center cooling demand, capacity expansions and acquisition contributions.SPXC's earnings are expected to grow on higher volumes despite tariff and expansion cost headwinds. SPX Technologies, Inc. (SPXC - Free Report) is scheduled to report second-quarter 2026 results on July 30, after the closing bell.
In the last reported quarter, its earnings and revenues surpassed the Zacks Consensus Estimate by 9% and 2.5%, respectively. Also, on a year-over-year basis, both metrics grew 22.5% and 17.4%, respectively.
The company’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 9.7%.
SPXC Q2 Earnings & Revenue ExpectationsThe Zacks Consensus Estimate for SPXC’s second-quarter earnings has decreased to $1.85 from $1.86 per share in the past 30 days. The estimated figure indicates a 12.1% increase on a year-over-year basis.
The consensus estimate for revenues is pegged at $635.64 million, indicating a 15.1% year-over-year rise.
Factors Likely to Shape SPX Technologies’ Quarterly ResultsRevenuesSPX Technologies' second-quarter revenues are expected to have increased year over year, supported by healthy demand across its HVAC and Detection & Measurement businesses. Growth is likely to have been driven by continued strength in data center cooling solutions, contributions from recent acquisitions and steady organic growth across key end markets. Capacity expansions across HVAC facilities and increasing production of newly introduced products are also expected to have supported higher shipments during the quarter.
Demand for data center cooling solutions is likely to have remained a key growth driver, supported by expanding customer investments in AI infrastructure and hyperscale data centers. Continued progress on capacity expansion projects, along with healthy demand across core HVAC markets and steady momentum in Detection & Measurement, is expected to have supported the company's top-line performance. Contributions from recent acquisitions are also likely to have provided an incremental boost to revenues during the to-be-reported quarter.
EarningsSPX Technologies' earnings are expected to have increased year over year, supported by higher sales volumes, favorable operating leverage and continued benefits from recent acquisitions. Productivity improvements, disciplined execution and a favorable business mix are also likely to have supported profitability during the quarter. The company's focus on operational execution and integration of acquired businesses is expected to have further strengthened earnings performance.
However, earnings growth is likely to have been partially offset by higher costs associated with HVAC capacity expansion projects and the impact of Section 232 tariffs, which management expects to be concentrated in the second quarter. While pricing actions and other mitigation initiatives are expected to have reduced part of the tariff-related impact, these measures are unlikely to have fully offset the near-term cost headwinds during the quarter.
Earnings Whispers for SPX Technologies StockOur proven model predicts an earnings beat for SPX Technologies 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, which is exactly the case here, as elaborated below.
SPX Technologies’ Earnings ESP: The company currently has an Earnings ESP of +1.35%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
SPX Technologies’ Zacks Rank: SPXC presently carries a Zacks Rank of 2.
Other Stocks With the Favorable CombinationHere are three other companies in the Zacks Construction sector, which, according to our model, have the right combination of elements to post an earnings beat.
Boise Cascade Company (BCC - Free Report) has an Earnings ESP of +6.50% and a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Boise Cascade’s earnings beat estimates in two of the last four quarters, missed on one occasion and met on the remaining occasion, the average surprise being 40.8%. The company’s earnings for the second quarter of 2026 are expected to decline 25% year over year.
Amentum Holdings, Inc. (AMTM - Free Report) currently has an Earnings ESP of +3.18% and a Zacks Rank of 2.
The company's earnings beat estimates in each of the last four quarters, the average surprise being 4%. Amentum’s earnings for the second quarter of 2026 are expected to increase 12.5% year over year.
CRH plc (CRH - Free Report) has an Earnings ESP of +4.08% and a Zacks Rank of 3.
The company's earnings beat estimates in two of the last four quarters, missed on one occasion and met on the remaining occasion, the average surprise being 0.7%. CRH’s earnings for the second quarter of 2026 are expected to inch up 1% year over year.
Clearpool just rolled out a product that sounds almost quaint by crypto standards: a vault that funds actual invoices and purchase orders. The Trade Finance Vault, launched on July 28, lets USDC holders park their stablecoins into on-chain trade finance deals with a target yield of 15%.
How the vault actually works The Trade Finance Vault funds tokenized invoices, purchase orders, and letters of credit. Think of it as the crypto version of factoring, where a company sells its unpaid invoices at a discount to get cash now, and the buyer collects the full amount later.
Clearpool built this in partnership with two key players. Tradevu, a trade finance originator, handles the deal flow. Cicada Credit manages risk assessment and underwriting, acting as the vault’s portfolio manager.
USDC holders deposit into the vault, that capital gets deployed into trade finance deals, and yields flow back to depositors. The 15% target sits at the top end of Clearpool’s broader vault ecosystem, where yields typically range from 6% to 15% depending on the underlying funding source.
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Clearpool’s evolution from lending protocol to RWA infrastructure Clearpool launched in the 2021-2022 era, and the protocol has originated nearly $1 billion in loans since then. It operates across multiple blockchain networks including Ethereum, Polygon, and Avalanche.
The Trade Finance Vault represents the latest step in what’s been a deliberate march toward real-world asset integration. Earlier in 2025, Clearpool introduced PayFi Credit Pools and Fintech Vaults, both designed to connect on-chain capital with off-chain credit demand.
The CPOOL token serves as the protocol’s native governance and utility token, giving holders a stake in the direction of this expanding product suite.
What this means for investors The 15% target yield deserves some unpacking, because “target” is doing real work in that sentence. It’s not a guaranteed rate. Trade finance deals carry their own risk profile: counterparty risk from the companies issuing invoices, concentration risk if the portfolio leans too heavily on specific industries or geographies, and the operational risk inherent in bridging on-chain capital with off-chain commerce.
Trade finance has historically been one of the lower-default-rate segments of commercial lending. Invoices from creditworthy buyers tend to get paid, and the short duration of most trade finance deals, typically 30 to 120 days, limits exposure windows.
The presence of Cicada Credit as risk manager adds a layer of institutional underwriting that’s been conspicuously absent from many DeFi yield products.
Clearpool isn’t the only protocol chasing real-world yield. Centrifuge, Goldfinch, and Maple Finance have all carved out positions in the on-chain credit space, each with different approaches to underwriting, risk management, and asset selection.
Investors considering exposure should watch three things: actual realized yields versus the 15% target over the vault’s first few months, default rates within the trade finance portfolio, and the pace of capital inflows.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
United Rentals zvýšil celoroční výhled po silném 2. čtvrtletí, kdy upravený zisk na akcii vzrostl na 12,76 USD a tržby dosáhly 4,41 miliardy USD. Akcie URI letos přidaly 39,4 %.
Key Takeaways URI trades above its sub-industry, sector, S&P 500 and five-year median forward earnings multiples.United Rentals posted Q2 earnings and revenue beats, driven by higher rental demand and record EBITDA.URI lifted 2026 guidance, but cyclical demand, higher fleet spending and competition remain key risks. United Rentals, Inc. (URI - Free Report) has given investors plenty to weigh after a 39.4% year-to-date share gain. The rally has followed stronger earnings, improving estimate trends and a higher 2026 outlook.
The question is whether the stock still offers enough upside after that move. URI’s operating momentum is clear, but its valuation now stands above several relevant benchmarks.
URI Valuation Sits Above Key BenchmarksURI trades at 22.08 times forward 12-month earnings. That compares with 18.15 times for its Zacks sub-industry, 20.66 times for the broader Zacks sector and 20.11 times for the S&P 500 index.
The premium also looks notable against the company’s own history. URI’s current multiple is above its five-year median of 14.19 times, which makes valuation discipline more important after the earnings-fueled rally.
Masco Corporation (MAS - Free Report) , a branded home improvement and building products company, offers one comparison point for investors looking across construction-related exposure. Armstrong World Industries, Inc. (AWI - Free Report) , known for ceiling and wall system solutions, provides another peer context within the broader building products group.
United Rentals Delivers Earnings and Sales BeatsUnited Rentals backed up the stock move with a strong second-quarter 2026 report. Adjusted earnings came in at $12.76 per share, up 21.9% from the prior-year quarter and 9.3% above the Zacks Consensus Estimate.
Revenues also topped expectations, with total revenues of $4.41 billion beating the consensus mark by 4.1%. Adjusted EBITDA rose 13.6% to a quarterly record of $2.06 billion, showing that the company converted higher demand into improved profit dollars.
Rental activity was the core driver. Rental revenues increased 12.7% to $3.85 billion, supported by growth across General Rentals and Specialty.
URI Estimate Revisions Support the Bull CaseEstimate revisions add support to the bullish argument. The fiscal 2026 earnings per share estimate increased 3.4% over the past four weeks, while projected earnings per share growth for the current fiscal year stands at 15.9%.
Those revisions matter because they point to improving expectations rather than only backward-looking results. URI also raised its 2026 revenue outlook to $17.5-$17.8 billion and adjusted EBITDA guidance to $7.98-$8.13 billion.
The balance sheet adds another positive. Net leverage improved to 1.8X at the end of the second quarter from 1.9X at the end of 2025, staying within management’s 1.5X-2.5X target range.
United Rentals Faces Cyclical and Capital RisksThe investment case is not without risk. United Rentals remains exposed to construction and industrial cycles, where a slowdown can pressure rental volumes, utilization and pricing.
Capital spending is another area to watch. Management raised gross rental capital expenditure guidance to $4.85-$5.25 billion because demand and time utilization remain high.
That fleet investment can support growth if large projects continue. It could weigh on returns if activity slows or added equipment is not absorbed efficiently.
Competition also remains a concern. The equipment rental industry includes national rivals, regional operators, independent rental companies, dealers and equipment vendors, which can pressure pricing or utilization.
URI Scores Point to Growth With Valuation CautionThe bottom line is that URI still has a credible earnings-driven case, but the stock no longer looks inexpensive. Its earnings beats, higher guidance and upward estimate revisions support the rally, while the premium multiple raises the bar for execution.
URI currently carries a Zacks Rank #1 (Strong Buy). That rank reflects a favorable short-term earnings estimate revision profile over a one- to three-month horizon. You can see the complete list of today’s Zacks #1 Rank stocks here.
The stock also has a Growth Score of B, Momentum Score of B and VGM Score of B. These scores point to favorable growth and price-trend characteristics when viewed alongside the Zacks Rank.
The Value Score of C is the caution flag. It aligns with URI’s premium forward earnings multiple and supports a positive, but valuation-aware, stance on the stock.
Key Takeaways Ameren is expected to post Q2 EPS growth, supported by grid investments, new rates and higher power demand.AEE's smart grid upgrades and AI-driven data center demand likely supported quarterly performance.AEE faces near-term storm restoration costs ahead of Q2 results, though recovery mechanisms are in place. Ameren Corporation (AEE - Free Report) is scheduled to release second-quarter 2026 results on July 30, after market close. The company delivered an earnings surprise of 9.4% in the last reported quarter.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Factors Likely to Have Impacted AEE’s Q2 PerformanceAmeren is expected to have continued benefiting from its ongoing investments in grid modernization and infrastructure resilience, which likely improved the efficiency and reliability of its electric network across its service territories. The company's deployment of smart switches under its Smart Energy Plan is helping automate grid operations, reduce outage durations, and enhance overall system performance. These initiatives are expected to have supported operational execution and contributed positively to the company's financial performance in the to-be-reported quarter.
Increasing electricity demand from data centers, driven by Artificial Intelligence workloads, is expected to have provided additional support to the company’s quarterly earnings. Strong rate-based growth and solid revenue expectations are likely to have enhanced the overall performance.
The company’s quarterly earnings are anticipated to have benefited from new electric service rates that came into effect during the previous quarters.
The severe storms that swept across Ameren’s service territories during the second quarter temporarily disrupted the company’s operations, causing widespread damage to its electric distribution system. The storms resulted in customer outages and required a large-scale restoration effort. While utilities like Ameren generally recover storm restoration costs through regulatory mechanisms over time, such events can still increase near-term operating and maintenance expenses, require higher capital spending to repair or replace damaged infrastructure, and put pressure on earnings.
AEE’s Q2 ExpectationsThe Zacks Consensus Estimate for earnings is pegged at $1.08 per share, implying 6.9% growth year over year.
The consensus estimate for revenues is pinned at $2.40 billion, implying 8.3% growth year over year.
The Zacks Consensus Estimate for Ameren’s total electric sales is pinned at 15,995.6 gigawatt-hours (in millions), implying 2.1% growth from the year-ago quarter’s registered figure.
What Our Quantitative Model PredictsOur proven model predicts an earnings beat for Ameren 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, which is the case here as you can see below.
Other Stocks to ConsiderInvestors may also consider the following players from the same industry, as these, too, have the right combination of elements to post an earnings beat this reporting cycle.
Edison International (EIX - Free Report) is likely to come up with an earnings beat when it reports second-quarter results on July 30. It has an Earnings ESP of +4.66% and a Zacks Rank of 2 at present.
EIX’s long-term (three to five years) earnings growth rate is 2.1%. The Zacks Consensus Estimate for earnings is pinned at $1.02 per share, which implies a year-over-year increase of 5.2%.
The Southern Company (SO - Free Report) is likely to come up with an earnings beat when it reports second-quarter results on July 30. It has an Earnings ESP of +1.16% and a Zacks Rank of 3 at present.
SO’s long-term earnings growth rate is 4.3%. The Zacks Consensus Estimate for earnings is pinned at $1.01 per share, which implies a year-over-year increase of 11%.
Vistra (VST - Free Report) is likely to come up with an earnings beat when it reports second-quarter results on Aug. 7. It has an Earnings ESP of +19.75% and a Zacks Rank of 1 at present.
The Zacks Consensus Estimate for VST’s earnings is pinned at $2.41 per share, which implies a year-over-year increase of 138.6%. The consensus estimate for sales implies a year-over-year increase of 50.1%.
Leonardo DRS uzavřela dohodu o koupi společnosti Raft za 450 milionů USD v hotovosti. Akvizice má rozšířit její AI, datovou fúzi a mission software pro obranné zákazníky.
ARLINGTON, Va., July 28, 2026 (GLOBE NEWSWIRE) -- Leonardo DRS, Inc. (Nasdaq: DRS) today announced that it has entered into a definitive agreement to acquire Raft LLC (“Raft”) in an all-cash transaction valued at $450 million. Founded in 2018 and headquartered in McLean, Virginia, Raft provides open-architecture mission software, specializing in multi-domain data fusion and artificial intelligence (AI) that supports real-time situational awareness and faster operational decision-making for national security customers.
The acquisition is aligned with DRS’s strategy and enhances its ability to deliver integrated, mission-focused technologies that help customers operate with greater speed, clarity and confidence in complex operational environments. Defense customers increasingly manage large volumes of data from distributed sensors and systems; fragmented data architectures can slow decision-making. Raft’s technology is designed to address this challenge by fusing disparate data into a common operating picture and helping reduce the cognitive burden on operators across domains and mission threads. Raft’s open-architecture software, AI and data integration capabilities are highly complementary and additive to DRS’s existing technology portfolio and customer relationships, enhancing the company’s ability to deliver integrated, advanced sensing and network computing capabilities with software to turn sensor data into actionable decision advantage.
“Our customers increasingly require integrated hardware, software, data and autonomy to support mission outcomes. The acquisition of Raft will build on and accelerate the organic investment that DRS has made in that evolution,” said John Baylouny, President and Chief Executive Officer of Leonardo DRS. “Raft adds proven software talent and open-architecture technology that complement our existing sensing and computing capabilities and strengthen our ability to deliver AI-enabled mission solutions at the speed our customers demand.”
“Joining DRS is a natural next step for our team and our mission,” said Shubhi Mishra, Founder and Chief Executive Officer of Raft. “Our open-architecture platform was built to integrate across systems, not lock customers in, and pairing it with DRS’s sensing and computing franchises will accelerate our ability to deliver mission capability at a global scale.”
The $450 million all-cash transaction is subject to customary post-closing purchase price adjustments. As a result of the transaction, DRS expects to realize a tax benefit over the next 15 years, the present value of which is calculated to be approximately $50 million. The transaction is subject to regulatory approvals and other customary closing conditions and is expected to close in the fourth quarter of 2026. The acquisition is expected to be accretive to Adjusted Diluted Earnings Per Share (1) in the first full year of ownership. DRS expects to fund the transaction through cash on hand and borrowings under its revolving credit facility.
Advisors
Morgan Stanley & Co. LLC is serving as financial advisor to Leonardo DRS and J.P. Morgan Securities LLC is serving as exclusive financial advisor to Raft. Sullivan & Cromwell LLP, Kirkland & Ellis LLP and Kilpatrick Townsend & Stockton LLP are serving as legal advisors to Leonardo DRS and Greenberg Traurig, LLP is serving as legal advisor to Raft.
Conference Call
Leonardo DRS will discuss the acquisition in conjunction with its previously announced second quarter 2026 earnings conference call on Thursday, July 30, 2026, beginning at 10:00 a.m. (ET).
The live audio broadcast of Leonardo DRS’s conference call will be available on the company’s investor relations website. To attend the conference call or webcast, participants should register online at https://investors.leonardodrs.com.
A replay will be available on the company’s website approximately two hours after the conclusion of the conference call and will remain available for 90 days.
About Leonardo DRS
Leonardo DRS, Inc. (Nasdaq: DRS) is at the forefront of developing transformative defense technologies using its proven agility and delivering innovative solutions for U.S. national security customers and allies worldwide. We specialize in rapidly providing high-performance, multi-domain capabilities across next-generation advanced sensing, network computing, force protection, and electric power and propulsion. Our reputation as a trusted provider is built on a continuous focus on practical innovation, delivering quality, and meeting our customers’ most demanding mission requirements. For further information on our complete range of capabilities, visit www.LeonardoDRS.com.
About Raft
Founded in 2018 and headquartered in McLean, Virginia, Raft is a leading provider of open-standard mission software, specializing in multi-domain data fusion and artificial intelligence that enable real-time awareness and faster operational decision-making for U.S. government and defense customers. Raft’s operator-focused, software-first products fuse and stream data and enable trusted human-AI partnership from the tactical edge to the enterprise.
Forward-Looking Statements
In this release, when using the terms the “company,” “DRS,” “we,” “us” and “our,” unless otherwise indicated or the context otherwise requires, we are referring to Leonardo DRS, Inc. This release contains forward-looking statements and cautionary statements within the meaning of the Private Securities Litigation Reform Act of 1995. Some of the forward-looking statements can be identified by the use of forward-looking terms such as “believes,” “expects,” “may,” “will,” “shall,” “should,” “would,” “could,” “seeks,” “aims,” “strives,” “targets,” “projects,” “guidance,” “intends,” “plans,” “estimates,” “anticipates” or other comparable terms. Forward-looking statements include, without limitation, all matters that are not historical facts. They appear in a number of places throughout this release and include, without limitation, statements regarding our intentions, beliefs, assumptions or current expectations concerning, among other things, financial goals, financial position, results of operations, cash flows, prospects, strategies or expectations, the proposed acquisition of Raft LLC, including the expected timing of completion of the transaction, the satisfaction of closing conditions, the receipt of regulatory approvals, the anticipated benefits of the transaction, the expected impact of the transaction on DRS or Raft LLC’s financial results, including expected accretion and tax benefits, the expected financing of the transaction and plans for the integration of the acquired business, and the impact of prevailing economic conditions.
These statements are subject to numerous assumptions, risks, and uncertainties, many of which are outside of our control, and include the risks and uncertainties that are identified in the Risk Factors section in our latest Annual Report on Form 10-K, and in other periodic and current reports we file with the SEC as well as risks and uncertainties relating to the proposed acquisition of Raft LLC, including: the possibility that regulatory approvals are not obtained on the expected timeline or at all; the risk that the closing conditions are not satisfied or that the transaction does not close within the anticipated timeframe or at all; the risk that the anticipated benefits of the transaction, including expected accretion and tax benefits, are not realized in whole or in part or within the expected timeframe; higher-than-expected transaction, integration or financing costs; difficulties in integrating Raft’s business, personnel, systems or operations; potential disruption to our or Raft’s ongoing operations or relationships with customers, suppliers or employees as a result of the announcement or pendency of the transaction; the diversion of management’s time and attention; and potential unknown or contingent liabilities of the acquired business. While the forward-looking statements herein reflect our current expectations, no assurance can be given that the results or events described in such statements will be achieved, and our actual results may differ materially from the results we anticipate. We undertake no obligation, other than as may be required by law, to revise or update any of these forward-looking statements (whether as a result of new information, subsequent events or circumstances, changes in expectations or otherwise) that may arise after the date of this release.
Non-GAAP Financial Measures
(1) The company references Adjusted Diluted Earnings Per Share, a non-GAAP financial measure, in this release. Adjusted Diluted EPS is defined as net earnings excluding amortization of acquired intangible assets, deal-related transaction costs, restructuring costs and other one-time non-operational events (which include non-service pension expense, legal liability accrual reversals, executive transition costs and foreign exchange impacts) and the related tax impacts, divided by the diluted weighted average number of shares outstanding (WASO).
We believe the non-GAAP financial measures presented in this document will help investors understand our financial condition and operating results and assess our future prospects. We believe these non-GAAP financial measures are important supplemental measures because they exclude unusual or non-recurring items as well as non-cash items that are unrelated to or may not be indicative of our ongoing operating results. Further, when read in conjunction with our GAAP results, these non-GAAP financial measures provide a baseline for analyzing trends in our underlying businesses and can be used by management as a tool to help make financial, operational and planning decisions. Finally, these measures are often used by analysts and other interested parties to evaluate companies in our industry by providing more comparable measures that are less affected by factors such as capital structure.
We recognize that these non-GAAP financial measures have limitations, including that they may be calculated differently by other companies or may be used under different circumstances or for different purposes, thereby affecting their comparability from company to company. In order to compensate for these and the other limitations, management does not consider these measures in isolation from or as alternatives to the comparable financial measures determined in accordance with U.S. GAAP and should not rely on any single financial measure to evaluate our business.
Leonardo DRS Investor Relations Contact
Steve Vather
Senior Vice President, Corporate Development (M&A) and Investor Relations
+1 703 409 2906 [email protected]
Leonardo DRS Media Contact
Carrie Robinson
Vice President, Marketing and Corporate Communications
+1 321 266 7691 [email protected]
Commvault Systems (CVLT - Free Report) came out with quarterly earnings of $1.42 per share, beating the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $1.01 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +20.34%. A quarter ago, it was expected that this data-management software company would post earnings of $1.09 per share when it actually produced earnings of $1.28, delivering a surprise of +17.43%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Commvault, which belongs to the Zacks Computer - Software industry, posted revenues of $314.13 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.99%. This compares to year-ago revenues of $281.98 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.
Commvault shares have added about 19.2% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for Commvault?While Commvault 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 Commvault 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 $1.20 on $313.2 million in revenues for the coming quarter and $5.22 on $1.31 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computer - Software is currently in the bottom 40% 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, OptimizeRx Corp. (OPRX - Free Report) , has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly earnings of $0.11 per share in its upcoming report, which represents a year-over-year change of -54.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
OptimizeRx Corp.'s revenues are expected to be $20.48 million, down 29.8% from the year-ago quarter.
Community Financial System vykázala za čtvrtletí EPS ve výši 1,16 USD, což je pod odhadem 1,19 USD. Tržby ve výši 224,05 mil. USD naopak odhad překonaly.
Community Financial System (CBU - Free Report) came out with quarterly earnings of $1.16 per share, missing the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $0.97 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -2.52%. A quarter ago, it was expected that this bank holding company would post earnings of $1.1 per share when it actually produced earnings of $1.09, delivering a surprise of -0.91%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Community Financial, which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $224.05 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.89%. This compares to year-ago revenues of $200.14 million. 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.
Community Financial shares have added about 15.9% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for Community Financial?While Community Financial 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 Community Financial 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 $1.23 on $227.19 million in revenues for the coming quarter and $4.70 on $894.2 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 - Miscellaneous Services is currently in the bottom 31% 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, AlTi Global, Inc. (ALTI - Free Report) , has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly earnings of $0.06 per share in its upcoming report, which represents a year-over-year change of +166.7%. The consensus EPS estimate for the quarter has been revised 16.7% lower over the last 30 days to the current level.
AlTi Global, Inc.'s revenues are expected to be $61.8 million, up 16.3% from the year-ago quarter.
Franklin Electric (FELE - Free Report) came out with quarterly earnings of $1.55 per share, beating the Zacks Consensus Estimate of $1.44 per share. This compares to earnings of $1.31 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +7.64%. A quarter ago, it was expected that this water and fuel pumping systems company would post earnings of $0.77 per share when it actually produced earnings of $0.83, delivering a surprise of +7.79%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Franklin Electric, which belongs to the Zacks Manufacturing - Electronics industry, posted revenues of $622.88 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.20%. This compares to year-ago revenues of $587.43 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.
Franklin Electric shares have added about 10.4% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for Franklin Electric?While Franklin 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 Franklin 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 $1.42 on $598.5 million in revenues for the coming quarter and $4.58 on $2.23 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 - Electronics is currently in the top 40% 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.
EnerSys (ENS - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 12.
This maker of industrial batteries is expected to post quarterly earnings of $2.82 per share in its upcoming report, which represents a year-over-year change of +35.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
EnerSys' revenues are expected to be $922.82 million, up 3.3% from the year-ago quarter.
Akcie SMCI v premarketu klesly o 3,93 % na 28,64 USD v úterý, zatímco vyšetřování pašování AI čipů Nvidia se dál rozšiřuje. Americké ministerstvo spravedlnosti už v březnu obvinilo spoluzakladatele Super Micro a další dvě osoby.
Super Micro Computer shares are retreating from recent levels. What’s behind SMCI decline? Nvidia Staffer Held Amid AI Chip Smuggling InvestigationThe case traces back to a March indictment, when the U.S. Department of Justice charged a Super Micro co-founder and two others with helping route billions of dollars’ worth of restricted Nvidia chips to China. Taiwan authorities escalated their own probe in early July, raiding Super Micro’s local offices and detaining two employees.
Critical Technical Levels for SMCI StockFrom a trend perspective, SMCI is still in a longer-term downtrend: it’s trading 12.6% below its 50-day SMA ($32.69) and 14.3% below its 200-day SMA ($33.35), with the death cross that formed in December 2025 still hanging over the chart. The stock is also down 50.36% over the past 12 months, which helps explain why rallies can run into overhead supply quickly.
Near term, the picture is more constructive, with price 3.4% above the 20-day SMA ($27.63) even as it sits just under the 20-day EMA ($28.72), a sign the rebound is still trying to stabilize. The most recent turning points also frame the current range: a swing high formed in June, followed by a swing low in July, and the stock broke below support in July after breaking above resistance in June.
RSI is the cleaner momentum read right now: at 51.98, it’s neutral, suggesting the stock isn’t stretched to an obvious overbought/oversold extreme as it chops around key moving averages. In plain terms, RSI helps gauge whether buying or selling pressure is getting "too crowded," and this reading points to a market still deciding on direction rather than one that’s already overextended.
Key Resistance: $33.50 — a round-number zone that lines up closely with the 50-day/200-day moving-average area, where rebounds can stall Key Support: $25.50 — a nearby floor to watch after the recent July weakness, with buyers previously stepping in around that zone Super Micro Computer Benzinga Edge Scorecard OverviewBelow is the Benzinga Edge scorecard for Super Micro Computer, highlighting its strengths and weaknesses compared to the broader market:
The Verdict: Super Micro Computer’s Benzinga Edge signal reveals a quality-and-value-leaning setup that’s still fighting weak momentum. For longer-term bulls, the technical "tell" is whether the stock can reclaim the $33.50 area; until then, rallies may remain tactical rather than trend-changing.
SMCI Stock Price Movement During Premarket TradingSMCI Stock Price Activity: Super Micro Computer shares were down 3.93% at $28.64 during premarket trading on Tuesday, according to Benzinga Pro data.
Image: Shutterstock
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, /PRNewswire/ -- Energizer Holdings, Inc. (NYSE: ENR) announced that its Board of Directors declared a dividend on its common stock of $0.30 per share. The dividend will be payable on September 9, 2026, to shareholders of record as of the close of business on August 19, 2026.
About Energizer Holdings, Inc.
Energizer Holdings, Inc. ("Energizer", NYSE: ENR), headquartered in St. Louis, Missouri, is one of the world's largest manufacturers and distributors of primary batteries, portable lights, and auto care appearance, performance, refrigerant, and fragrance products. Our portfolio of globally recognized brands includes Energizer®, Eveready®, Armor All®, Rayovac®, STP®, A/C Pro®, Refresh Your Car!®, California Scents®, Driven®, Bahama & Co.®, Lexol®, Eagle One®, NEVR-DULL®, Nu Finish®, Son of a Gun®, Scratch Doctor®, Tuff Stuff®, Carnu®, Grand Prix®, Kit®, Tempo® and Centralsul®. As a global branded consumer products company, Energizer's mission is to lead the charge to deliver value to our customers and consumers better than anyone else. Visit www.energizerholdings.com for more details.
Wall Street čeká, že Energizer Holdings vykáže za čtvrtletí zisk na akcii 0,86 USD, tedy meziročně o 23,9 % méně. Tržby mají vzrůst na 737,31 milionu USD.
Wall Street expects a year-over-year decline in earnings on higher revenues when Energizer Holdings (ENR - 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 earnings report, which is expected to be released on August 4, 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 battery and personal care products company is expected to post quarterly earnings of $0.86 per share in its upcoming report, which represents a year-over-year change of -23.9%.
Revenues are expected to be $737.31 million, up 1.7% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. 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 Energizer?For Energizer, 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 -2.33%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Energizer 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 Energizer would post earnings of $0.47 per share when it actually produced earnings of $0.94, delivering a surprise of +100.00%.
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.
Energizer 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 PlayerAnother stock from the Zacks Consumer Products - Staples industry, Clorox (CLX - Free Report) , is soon expected to post earnings of $1.64 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of -42.9%. Revenues for the quarter are expected to be $1.91 billion, down 4.1% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Clorox has been revised 0.4% up to the current level. Nevertheless, the company now has an Earnings ESP of -3.52%, reflecting a lower Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #4 (Sell), makes it difficult to conclusively predict that Clorox 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.
Akcie Bloom Energy dnes klesly o 13,8 % před zveřejněním výsledků za 2. čtvrtletí. Investoři se obávají, že růst kolem datových center byl do ceny nadhodnocen.
Bloom Energy (BE -11.81%) stock went parabolic, with investors anticipating billions in revenue coming from data center operators using its fuel cells. As with most moves like that, reality is setting in after too much growth was priced into the stock.
Now, Bloom shares have been more than cut in half since they reached an all-time high last month. That includes the 13.8% tumble the stock had today as of 10:15 a.m. ET.
Image source: Getty Images.
What will earnings bring? Bloom will report second-quarter financial results after the market closes today. Even after the stock has crashed from the June high, Bloom shares are still up by over 80% this year. Some investors who are getting nervous that the growth story might not pan out as anticipated are locking in the large 2026 gains, it seems.
The Bloom Energy story relies on big tech continuing to increase capital spending to build out data center compute capacity. Much of the stock's gains came after announcements of plans to build and finance power for data centers, with billions of dollars being allocated. In late June, Bloom and Brookfield Asset Management announced an expansion of their strategic data center partnership. The original $5 billion in planned financing was quintupled to $25 billion.
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Yet there are still concerns among investors that those plans will fizzle out, leaving Bloom without billions in orders that were already priced into the stock. Don't expect Bloom management to sound pessimistic in its report later today, though. Hyperscalers and AI infrastructure developers are still announcing spending increases. And while Bloom stock got ahead of itself, the recent correction is exactly what investors should want to see.
If Bloom's capacity expansion plans remain intact with order backlogs filling its production lines, now may be a good time to own Bloom stock at a much more reasonable valuation.
Howard Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bloom Energy and Brookfield Asset Management. The Motley Fool has a disclosure policy.
NBT Bancorp vykázala ve 2. čtvrtletí čistý zisk 53 milionů USD, tedy 1,02 USD na akcii, díky rekordnímu čistému úrokovému výnosu a růstu úvěrů. Zároveň zvýšila čtvrtletní dividendu na 0,40 USD na akcii pro 3. čtvrtletí.
NBT Bancorp NASDAQ: NBTB reported second-quarter net income of $53 million, or $1.02 per diluted common share, as record net interest income, loan growth and fee-based revenue contributed to improved results.
President and CEO Scott Kingsley said the company delivered “significantly stronger earnings” than in the prior-year quarter, with operating earnings rising 15%. Operating return on assets was 1.32% and operating return on tangible equity was 15.61%, while tangible book value per share reached $27.71, up 12.8% from a year earlier.
The company also raised its quarterly cash dividend to $0.40 per share for the third quarter, an 8.1% increase from the prior-year quarter and its 14th consecutive annual dividend increase. NBT repurchased 318,000 shares during the first half of 2026.
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Loan Growth Broadens Across Business Lines Total loans ended the quarter at $11.9 billion, an increase of $276 million, or 2.4%, from Dec. 31, 2025. Chief Financial Officer Annette Burns said all business lines grew during the first six months of the year, including a $178 million increase in commercial loans and a $98 million increase in consumer loans.
Commercial growth was balanced between commercial and industrial lending and commercial real estate relationships, according to Burns. Kingsley said loan activity improved after difficult winter conditions and elevated commercial real estate payoffs affected the first quarter. While he said the company may not replicate second-quarter growth in the second half, he characterized first-half performance as indicative of the company’s capability on a go-forward basis.
Kingsley also cited strong indirect auto lending during the quarter, though he said second-half growth in that category is not expected to match the second-quarter level. He said new indirect auto origination yields declined amid competition, but described the portfolio as fast-turning and low duration, with favorable loss characteristics.
Margin Expansion and Funding Trends Net interest income rose to a record $137 million, up $3 million from the first quarter and more than 10% from the second quarter of 2025. The increase reflected organic growth in interest-earning assets, lower funding costs and one additional calendar day in the quarter, Burns said.
Net interest margin increased one basis point sequentially to 3.73%, and was 14 basis points above the year-earlier level. Management said the balance sheet remains positioned for a range of interest-rate environments, although further movement in earning-asset yields and margin will depend largely on the yield curve and reinvestment of loan and securities portfolio cash flows.
Burns said NBT expects stable to modestly higher margin over the next couple of quarters based on current rates. New originations are expected to be concentrated in commercial lending and residential mortgages, where management sees potential for higher pricing, although competition and deposit acquisition costs could affect that opportunity.
Total deposits stood at $13.5 billion at quarter-end. Deposits declined $205.7 million from March 31, primarily because of seasonal municipal outflows. Nearly 60% of deposits were held in no- and low-cost checking and savings accounts, with a blended cost just below 40 basis points. Total deposit costs fell one basis point during the quarter to 1.33%, while total funding costs declined to 1.41%.
Kingsley said commercial and business banking relationships create opportunities to add deposits through NBT’s treasury management platform. He said deposit growth from newly opened commercial relationships typically develops over quarters rather than weeks, as customers transition their banking activity.
Fee Income, Expenses and Credit Quality Excluding securities gains, non-interest income was $49.6 million, unchanged from the prior quarter and up 5.8% year over year. Retirement plan administration revenue increased 7.8% from a year earlier. Combined quarterly revenue from retirement plan services, wealth management and insurance services exceeded $32 million, and non-interest income represented about 27% of total revenue.
Management said wealth management revenue was affected by the timing of activity-based fees and open personnel positions that affected production during the quarter.
Total operating expenses declined 0.7% sequentially. Salaries and employee benefits were $69 million, rising modestly because of the full-quarter effect of March merit increases, an additional payroll day and higher medical costs. Those factors were partly offset by lower payroll taxes and stock-based compensation expenses. Burns said NBT expects full-year operating expense growth of roughly 2.5% to 3%, with payroll timing, incentive compensation and technology investments contributing to higher expenses in the second half.
Provision expense was $6.1 million, compared with $5.6 million in the first quarter, primarily reflecting loan growth. Loan loss reserves were 1.18% of total loans and covered more than twice the level of nonperforming loans.
Expansion, Micron Activity and M&A Kingsley said NBT continues to benefit from its acquisition of Evans Bancorp, completed more than a year ago, and noted that the Buffalo region generated the highest loan origination volume across the company during the second quarter.
The company is pursuing organic expansion in Southern Maine, Southern New Hampshire and the Rochester, New York, market. Kingsley said NBT opened a branch south of Portland earlier this year and plans another in early 2027. It has also committed to two sites in the greater Rochester market and is evaluating additional locations.
Management also pointed to growing activity around Micron’s semiconductor project near Syracuse. Kingsley said construction has advanced and opportunities are emerging in infrastructure, construction and professional services. He added that workforce training, housing and community development are becoming a greater focus as the project progresses toward expected production in 2030.
On acquisitions, Kingsley said NBT remains in regular discussions with smaller community banks, though there has not been substantial transaction activity in its markets. The company generally views institutions with $1 billion to $3 billion in assets as its preferred range, while also considering smaller firms with differentiated non-interest income businesses.
About NBT Bancorp (NASDAQ:NBTB)NBT Bancorp, Inc NASDAQ: NBTB is the bank holding company for NBT Bank, N.A., a full-service commercial bank that serves both individual and corporate clients across the Northeastern United States. Through its branch network and digital channels, the company offers a comprehensive range of commercial banking services, including business lending, treasury management, cash management and specialized industry financing. Its consumer banking platform provides checking and savings accounts, certificates of deposit, home mortgages, home equity lines of credit and other lending solutions tailored to meet personal and household financial needs.
In addition to traditional banking, NBT Bancorp delivers wealth management and fiduciary services through its trust division, offering investment advisory, trust administration, retirement planning and estate settlement.
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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Key Takeaways Kimco Realty is expected to report higher Q2 revenues and FFO when it releases results on Aug. 4.KIM's grocery-anchored portfolio and healthy leasing demand are expected to support same-site NOI growth.KIM's occupancy to be pressured by recent bankruptcies, delayed rent commencements and redevelopment downtime. Kimco Realty Corporation (KIM - Free Report) is slated to report second-quarter 2026 results on Aug. 4, before the opening bell. The company’s quarterly results are likely to display year-over-year growth in revenues and funds from operations (FFO) per share.
In the last reported quarter, this Jericho, NY-based retail real estate investment trust (REIT) reported FFO per share of 46 cents, which surpassed the Zacks Consensus Estimate by a cent. Results were supported by steady rent growth and continued demand for Kimco’s open-air, grocery-anchored centers.
Over the preceding four quarters, Kimco’s FFO per share surpassed the Zacks Consensus Estimate on three occasions and met in the remaining period, the average beat being 1.72%. This is depicted in the graph below:
In this article, we will dive deep into the U.S. retail real estate market environment and the company's fundamentals and analyze the factors that may have contributed to its second-quarter 2026 performance.
US Retail Real Estate Market in Q2The second-quarter 2026 U.S. retail market showed signs of stabilization, as shopping-center demand returned to positive territory and vacancy remained near historically low levels. Limited new construction continued to support rent growth, while resilient consumer spending favored grocery, discount and other value-oriented retailers. However, uneven regional trends and rising pressure on lower- and middle-income households kept the operating backdrop mixed.
Per the Cushman & Wakefield report, net absorption reached 708,000 square feet, while national vacancy remained broadly stable at 6%, up only 3 basis points sequentially and still below the historical average of 7.4%. Limited construction continued to support market fundamentals, with just 2.3 million square feet delivered during the quarter and the development pipeline accounting for less than 0.3% of existing inventory.
Asking rents increased 2.2% year over year to $25.65 per square foot, supported by tight availability and muted new supply. The West led demand growth with 1.3 million square feet of positive absorption and was the only region to record a decline in vacancy. In contrast, the South posted a slight rise in vacancy as earlier population growth encouraged new development, creating temporary lease-up pressure in markets such as Atlanta, Houston, Washington and Dallas-Fort Worth. Rents in the South advanced 3.3% year over year, the strongest growth among all regions.
Consumer spending remained resilient despite higher energy costs. Retail sales rose 6.9% year over year, or 5.4%, excluding gasoline stations, while unemployment stayed low at 4.2%. However, inflation outpaced wage growth in April and May, increasing pressure on lower- and middle-income households. This widening spending divide is likely to favor grocery, discount, value and health-and-wellness retailers over discretionary categories.
Factors to Consider Ahead of KIM’s Upcoming ResultsKimco’s second-quarter performance is likely to have witnessed continued strength in its grocery-anchored, necessity-based portfolio, supported by limited new retail supply, high tenant retention and healthy leasing demand. Management entered the second quarter with a record $77 million signed-but-not-open pipeline and indicated that leasing activity remained on pace with the prior year.
Rent commencements scheduled from the second quarter onward should begin lifting economic occupancy, minimum rents and same-property NOI, while positive mark-to-market spreads and strong small-shop demand may provide additional support. Management expects same-site NOI growth to accelerate sequentially after the first quarter’s 1.7% increase.
However, second quarter comparisons may be affected by the absence of the first quarter’s roughly $7 million accelerated below-market rent benefit and seasonally higher percentage-rent income.
Occupancy could also remain constrained by recent bankruptcies, tenant openings that have not yet commenced rent and redevelopment-related downtime. Higher refinancing costs remain a headwind, although Kimco’s strong liquidity and improved leverage should limit near-term pressure.
Q2 Projections for KIMThe company’s top line is expected to have improved due to the above tailwinds. The Zacks Consensus Estimate for KIM’s quarterly revenues stands at $545 million, implying 3.8% growth from the prior-year reported number.
Our estimate for net revenues from rental properties stands at $540 million, indicating a 3.6% increase year over year. However, we expect KIM’s leased occupancy to decrease 40 basis points sequentially to 95.9% in the to-be-reported quarter. We estimate a year-over-year increase of 3.4% in its second-quarter interest expenses.
Before the second-quarter earnings release, the company’s activities were inadequate to gain analysts’ confidence. The Zacks Consensus Estimate for quarterly FFO per share has remained unchanged at 46 cents for more than three months. It implies a rise of 4.6% year over year.
What Our Quantitative Model Predicts for KIMOur proven model predicts a surprise in terms of FFO per share for Kimco this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an FFO beat, which is the case here.
Kimco currently has an Earnings ESP of +0.63% and a Zacks Rank of 2. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Other Stocks That Warrant a LookHere are two other stocks from the retail REIT sector — Regency Centers (REG - Free Report) and Simon Property Group (SPG - Free Report) — that you may want to consider, as our model shows that these also have the right combination of elements to report a surprise this quarter.
Regency Centers, slated to release quarterly numbers on July 29, has an Earnings ESP of +0.68% and carries a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Simon Property Group, scheduled to report quarterly numbers on Aug. 10, has an Earnings ESP of +1.21% and carries a Zacks Rank of 3 at present.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO), a widely used metric to gauge the performance of REITs.
EOG Resources čeká za čtvrtletí zisk 5,10 USD na akcii a tržby 7,95 miliardy USD, což by znamenalo meziroční růst o 119,8 % a 45,2 %. Analytici ale snížili odhad EPS za 30 dní o 6,25 %.
Wall Street expects a year-over-year increase in earnings on higher revenues when EOG Resources (EOG - 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 4. 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 oil and gas company is expected to post quarterly earnings of $5.10 per share in its upcoming report, which represents a year-over-year change of +119.8%.
Revenues are expected to be $7.95 billion, up 45.2% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 6.25% 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 EOG Resources?For EOG Resources, 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 -2.06%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that EOG Resources 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 EOG Resources would post earnings of $3.07 per share when it actually produced earnings of $3.41, delivering a surprise of +11.07%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
EOG Resources 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 ResultsAnother stock from the Zacks Oil and Gas - Exploration and Production - United States industry, Diamondback Energy (FANG - Free Report) , is soon expected to post earnings of $6.08 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +127.7%. Revenues for the quarter are expected to be $4.82 billion, up 31.1% from the year-ago quarter.
The consensus EPS estimate for Diamondback has been revised 12.5% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.84%.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that Diamondback 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.
Hagens Berman vyšetřuje Peabody Energy kvůli údajnému klamání investorů ohledně provozu a produkce dolu Centurion v Austrálii. Firma už čelí hromadné žalobě.
, /PRNewswire/ -- Hagens Berman, a leading national shareholder rights law firm, is conducting an investigation into Peabody Energy Corporation (NYSE: BTU) regarding alleged violations of federal securities laws. This investigation follows the recent filing of a class action lawsuit, which alleges that Peabody misled investors concerning the operational status and production capabilities of its flagship underground longwall metallurgical coal mine, Centurion, in Queensland, Australia.
INVESTOR NOTICE: DEADLINE APPROACHING
Action: Submit your Peabody losses here Class Period: Oct. 14, 2024 – May 4, 2026 Lead Plaintiff Deadline: Aug. 24, 2026 Visit: www.hbsslaw.com/investor-fraud/btu Contact the Firm Now: [email protected] | 844-916-0895 Focus of Peabody Energy (BTU) Securities Class Action:
The pending securities class action alleges that Peabody and its management made materially false and misleading statements regarding the true state of the Centurion mine and its readiness to achieve full-scale production. The complaint contends that throughout the class period, the company repeatedly assured investors that development was on track—highlighting in February 2026 that the team was installing the "very last shield" and that mining of premier metallurgical coal had begun.
Plaintiffs allege these statements were false because the company was encountering mechanical, electrical, and operational issues that severely impaired the ramp-up, all of which management allegedly knew or recklessly disregarded while maintaining positive production and financial guidance.
The truth behind these alleged misrepresentations emerged in stages through surprise disclosures. On March 30, 2026, Peabody filed a current report with the SEC abruptly slashing its first-quarter Centurion production guidance from approximately 700,000 tons down to roughly 250,000 tons.
The news sent the price of Peabody shares down almost 10%.
Subsequently, on May 5, 2026, the company disclosed further setbacks, lowering its full-year sales outlook for Centurion to 2.5 million tons and citing commissioning and operational headwinds. This full year 28% reduction helped send the price of Peabody shares down nearly 6%.
"Our investigation is actively probing the full scope of these pending claims to determine exactly when Peabody's management knew that the production ramp-up at the Centurion mine was falling off track," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation of the alleged claim in the pending suit.
Investor Rights
Investors who purchased or acquired Peabody Energy common stock during the Class Period are encouraged to contact our legal team:
Report your losses to HBSS: Click here Email: [email protected] Phone: 844-916-0895 If you'd like more information and answers to other frequently asked questions about the Peabody case and the firm's investigation, read more.
Whistleblowers: Persons with non-public information regarding Peabody Energy should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.
Kinder Morgan má backlog 9,6 miliardy USD, z toho 92 % tvoří projekty plynové infrastruktury. Více než 60 % podporuje výrobu elektřiny a lokální distribuci, včetně LNG a datových center.
Key Takeaways Kinder Morgan's $9.6 billion backlog is 92% tied to natural gas infrastructure projects.Kinder Morgan is expanding pipeline capacity to meet rising power generation, LNG and data center demand.Kinder Morgan eyes more than $10 billion of additional project opportunities beyond its existing backlog. Kinder Morgan, Inc. (KMI - Free Report) is entering a growth phase shaped by electricity demand, liquefied natural gas development and utility needs rather than a simple commodity-price upswing.
The company’s opportunity centers on contracted infrastructure. Long-term agreements remain the bridge between supply basins and demand centers that need reliable natural gas transportation and storage.
KMI Gains From Power and Utility DemandKinder Morgan’s project backlog stood at $9.6 billion at the end of the second quarter of 2026. Natural gas projects accounted for about 92% of that backlog, keeping the company’s growth agenda focused on its largest infrastructure franchise.
More than 60% of the backlog supports power generation and local distribution company demand. That mix gives KMI a longer-duration channel tied to electric reliability, population growth and the need for additional gas-fired generation.
KMI’s theme overlaps with other midstream names. The Williams Companies, Inc. (WMB - Free Report) offers investors another way to evaluate natural gas infrastructure exposure, while ONEOK, Inc. (OKE - Free Report) brings a broader midstream mix that includes natural gas liquids, gas gathering and processing, pipelines and refined products.
Kinder Morgan Targets Data Center GrowthThe Amarillo Expansion shows how digital infrastructure is becoming part of the gas-transportation story. Natural Gas Pipeline Company of America is developing the project to serve Texas Panhandle demand, including additional data center development.
The project is expected to provide up to about 550,000 dekatherms per day of incremental firm transportation capacity. All capacity is fully subscribed under a long-term contract, and the approximately $200 million project carries a Kinder Morgan share of about $75 million.
KMI Builds Capacity for LNG ExpansionKinder Morgan is also developing projects to serve roughly 3 billion cubic feet per day of additional liquefied natural gas demand. That opportunity sits beside more than 10 billion cubic feet per day of power-sector demand under development across its gas pipeline network.
The company’s Gulf Coast position matters because export-related demand requires both pipeline takeaway and storage flexibility. As liquefied natural gas capacity expands, KMI’s links to supply basins may help turn demand growth into contracted transportation projects.
Kinder Morgan Sees a Large Project FunnelKMI’s opportunity set exceeds $10 billion beyond projects already sanctioned. Management said it expects significant additions before year-end, likely more than offsetting about $1 billion of projects expected to enter service during the second half of 2026.
This prospective funnel is separate from the existing backlog. Projects still need commercial support, and management’s process remains contract-driven, with final investment decisions tied to agreements that support acceptable returns.
KMI Faces a Capital-Intensive Growth CycleHigh demand on Kinder Morgan’s gas systems is a favorable signal, but it also changes the growth equation. When assets are already highly utilized, future volume growth increasingly depends on new construction instead of simply filling unused capacity.
That raises execution risk. The company has discussed more than $3 billion of annual expansion capital spending based on the current backlog, while large projects still face permitting, regulatory, cost-control and timing risks.
Kinder Morgan’s Earnings Outlook and Estimate TrendsKinder Morgan’s earnings outlook is tied to a multi-year growth cycle, with consensus EPS expected to rise from 83 cents in 2026 to $1.33 in 2027. While the current quarter estimate shows a year-over-year decline, estimates for second-quarter 2026 earnings, full-year 2026 earnings and full-year 2027 earnings point to improving earnings expectations as power, utility and LNG-related infrastructure demand builds.
Image Source: Zacks Investment Research
KMI’s Trend Exposure Remains ConcentratedThe bottom line is that power, liquefied natural gas and utility demand may create a multi-year infrastructure cycle for Kinder Morgan. The opportunity is meaningful because it is tied to contracted capacity, not just short-term changes in gas prices.
The concentration also matters. Natural gas projects dominate the backlog, and low-carbon exposure through renewable natural gas and related activities remains limited relative to the scale of the gas buildout.
KMI currently carries a Zacks Rank #3 (Hold). That rank fits a stock with visible upside drivers but enough uncertainty to keep the investment stance measured. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
KMI has a Momentum Score of A, Value Score of C, Growth Score of C and VGM Score of C.
Its Momentum Score of A supports the idea that the stock has favorable near-term trading characteristics, while its Value Score of C, Growth Score of C and VGM Score of C point to a more neutral broader style profile.
The score mix fits the article’s main takeaway. KMI’s infrastructure-cycle thesis has stronger support from momentum than from standout value or growth signals, so investors may want to weigh the backlog opportunity against execution demands and concentrated gas exposure.
Analytici čekají, že Hershey vykáže zisk 1,45 USD na akcii, což je meziročně o 19,8 % více, a tržby 2,65 miliardy USD. Odhad EPS byl za posledních 30 dní snížen o 1,1 %.
Wall Street analysts expect Hershey (HSY - Free Report) to post quarterly earnings of $1.45 per share in its upcoming report, which indicates a year-over-year increase of 19.8%. Revenues are expected to be $2.65 billion, up 1.3% from the year-ago quarter.
The consensus EPS estimate for the quarter has been revised 1.1% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.
Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions 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.
Bearing this in mind, let's now explore the average estimates of specific Hershey metrics that are commonly monitored and projected by Wall Street analysts.
The collective assessment of analysts points to an estimated 'Net Sales- North America Salty Snacks' of $370.37 million. The estimate points to a change of +17.4% from the year-ago quarter.
Analysts forecast 'Net Sales- North America' to reach $2.42 billion. The estimate suggests a change of +0.7% year over year.
Based on the collective assessment of analysts, 'Net Sales- International' should arrive at $213.65 million. The estimate suggests a change of 0% year over year.
The average prediction of analysts places 'Net Sales- North America Confectionery' at $2.05 billion. The estimate indicates a year-over-year change of -1.9%.
Analysts expect 'Segment Income (loss)- North America Confectionery' to come in at $572.76 million. Compared to the present estimate, the company reported $503.93 million in the same quarter last year.
The combined assessment of analysts suggests that 'Segment Income (loss)- North America Salty Snacks' will likely reach $71.36 million. The estimate is in contrast to the year-ago figure of $66.48 million.
The consensus among analysts is that 'Segment income (loss)- International' will reach $13.15 million. Compared to the present estimate, the company reported $19.80 million in the same quarter last year.
According to the collective judgment of analysts, 'Segment income (loss)- North America' should come in at $644.12 million. The estimate is in contrast to the year-ago figure of $570.41 million.
View all Key Company Metrics for Hershey here>>>
Over the past month, shares of Hershey have returned -0.8% versus the Zacks S&P 500 composite's +1.7% change. Currently, HSY carries a Zacks Rank #4 (Sell), suggesting that it may underperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Sei Labs předložila návrh SIP-5, který má umožnit stávajícím účtům na Sei přidat kvantově odolný klíč bez změny adresy ani zůstatku. Cílem je připravit síť na budoucí hrozbu kvantových počítačů.
TL;DR: Sei Labs has shared a new proposal, SIP-5, that lays out how existing accounts can stay safe once quantum computers are powerful enough to break today’s cryptography. The plan lets users keep current addresses and balances, allowing you to add a quantum-resistant key when you are ready, and does it all well before any real threat exists.
What is SIP-5Every EVM blockchain today rests on the same kind of cryptography. It works because the math behind it is impossible for classical computers to reverse. A powerful enough quantum computer would change that. In theory, it could take a public key that has already been seen onchain and work backward to the private key that controls the account.
That machine does not exist yet, but many experts believe the timeline for one is accelerating. The point of SIP-5 is to introduce a solution well before a threat exists.
SIP-5 is Sei Lab’s proposed path for upgrading existing accounts to quantum-resistant security without breaking anything people already rely on. It is a proposal, shared openly, so the ecosystem can look at it and decide together how to move forward.
Why this is the right time to talk about itQuantum computers capable of breaking today’s signatures are not here. Waiting until the threat is imminent, however, means designing the fix under pressure. Rushing such an upgrade could introduce many implementation risks.
SIP-5 takes the opposite stance. It proposes adding the quantum-resistant option far in advance, so the solution is in place well before the threat exists. And, if the timeline moves faster than anyone expects, the network is already prepared.
What it would mean for account holders on SeiYour address will stay the same. Your balance will stay the same, as will your transaction history, approvals, and the contracts you interact with. SIP-5 is built specifically to avoid forcing users to abandon their old accounts.
Under SIP-5, when you are ready, you attach a new quantum-resistant key to your existing account. From that point on, the account would be protected by the new key. Under the proposal, you would also choose your own pace. You can move early if you want the extra security sooner, or you can wait.
The real trade-offsThis approach has two trade-offs, which is why Sei Labs is not proposing it as something to immediately be implemented.
The first is that there is a future cutoff point, set by governance if and when the plan is adopted, after which an account can only continue to send transactions if it has already added its quantum-resistant key.
An account that never adds one would still be able to receive funds, but it would no longer be able to send. That is the practical reason the option is being introduced so far ahead of time. The window to prepare is meant to be long and unhurried, which is only possible if the conversation starts now.
The second trade-off is that upgrading to post-quantum signatures will slow the performance of every EVM blockchain. Today’s post-quantum signature schemes are many times larger than existing signature schemes. That means bigger messages to broadcast across the network, so fewer can be sent at once.
To solve for these tradeoffs Sei Labs is simultaneously proposing the emergency solution that SIP-5 provides, and beginning work on finding an even better solution through new, high-performance post-quantum cryptography.
Where this fitsSIP-5 is a proposal and it is written that way on purpose. It defines the minimum needed to keep accounts working across a quantum transition and leaves the bigger governance decisions for the moment they actually become relevant. Wallets, explorers, and other tooling would need time to add support, and the proposal calls for that groundwork to be in place before any cutoff is ever set.
A network built for modern trading has to plan for long term threats that are not immediate today. SIP-5 is what that looks like in practice.
Read the full proposal here: https://github.com/sei-protocol/sips/blob/main/sips/sip-5.md
Amkor po výsledcích hospodaření klesl, ale hlavní příběh je růst marží díky AI a partnerství s NVIDIA. Slabší výhled tržeb souvisí s dočasnými faktory a přesunem výroby SiP z Jižní Koreje do Vietnamu.
Amkor’s NASDAQ: AMKR Q2 earnings release, the guidance, specifically, left the market wanting a little more, but the revenue miss isn’t the story.
Amkor Technology Today
AMKR
Amkor Technology
$46.38 -14.33 (-23.60%)
As of 11:34 AM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$21.57▼
$96.68Dividend Yield0.71%
P/E Ratio26.47
Price Target$68.13
The revenue miss was linked to one-offs, including high-bandwidth (HBM) memory shortages, which are completely out of Amkor’s control, product timing, and an internal shift aimed at unlocking higher-margin business. The real story in 2026 is how Amkor is unlocking higher margins with AI and how margins are expected to continue expanding.
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Amkor is an advanced packager, performing the complicated manufacturing steps required to complete advanced semiconductor products such as NVIDIA’s NASDAQ: NVDA AI-capable GPUs, and its services are in demand. Demand is increasing capacity utilization, improving margins at all levels, and is sufficient to drive capacity expansions as the underlying technology continues to advance. What this means for investors is significant improvement in operating leverage, cash flow, and sustainable increases in shareholder value.
Amkor’s Balance Sheet Reflects Its Strong PositionAmkor’s balance sheet gives a clear indication of its position. Q2 highlights include a 25% year-to-date increase in cash and equivalents, more than $2.5 billion in readily available liquidity, approximately zero net debt, and improving equity. Leverage is low, with long-term debt about 0.55x the equity, leaving the company in a healthy and flexible financial position, able to continue executing strategy while paying dividends. The dividends aren’t substantial, yielding approximately 0.7% as of late July, but help keep sell-side participants interested, a critical factor in 2026.
Analysts are bullish on AMKR this year. They noted soft guidance in their responses to the Q2 release but overlooked the near-term weakness in favor of long-term opportunities, including the recently announced partnership with NVIDIA, which includes $1.5 billion in prepayments intended to support Amkor’s U.S. operations and advanced-packaging expansion. A bonus at face value, the long-term implications are equally bullish, cementing Amkor as a leading provider of advanced-packaging services and critical to AI infrastructure globally.
No rating or price target changes were issued immediately after the release, leaving the trend in place. As it stands, MarketBeat data reveals 11 current ratings and steady coverage, sufficient for a moderate conviction in the consensus Moderate Buy, a 55% Buy-side bias in the data, and an uptrend in the price targets. The only bad news is that consensus offered only 15% upside relative to the pre-release closing price and the high-end limits upside to the recent highs. The caveat is that this market is still in discovery mode with clear tailwinds to drive it; a move to new highs is likely and also indicated by the charts.
Amkor’s Market Is Amid a Secular ShiftAmkor’s summer price action isn’t particularly bullish, with the market correcting from an early-year peak prior to the release, but investors shouldn’t focus too much on the correction. Amkor’s business is amid a secular change, from legacy demand to AI-critical demand, and this shift is reflected in the long-term price action. The monthly chart shows AMKR blasting through its DotCom-era resistance with increasing volume and a MACD convergence.
These signals suggest an inflection point was crossed and bring robust targets into play. The base case is an advance equal to the range preceding the breakout, a move that can add $60 to the breakout point. In this scenario, AMKR’s price action can move up to the $120 level within the next few quarters, and it will likely move higher. Other tech names that have crossed the comparable threshold went on to rise by several hundred basis points.
What the market gets wrong is that Amkor isn’t a legacy manufacturer anymore. Amkor Technology is a high-tech bottleneck in the AI buildout, critical to unleashing capacity. Without it, NVIDIA’s ability to supply GPUs is curtailed, and along with it the remainder of the industry. The deal with NVIDIA deepens its moat, providing a multiyear runway of non-dilutive, no-interest capital to fund its expansion plans. In this scenario, Amkor Technology’s stock price deserves a premium, and there is yet to be one priced into the market.
Amkor’s biggest risk this year is migrating its SiP production from South Korea to Vietnam. The disruption was seen in the Q3 guidance, which included weaker-than-expected revenue growth, but also in the margin. The shift opens capacity for higher-margin manufacturing at the South Korean facility, aiding the outlook for sequential margin improvement. As it stands, gross margin increased by 400 basis points (bps) year over year in Q2 and is expected to continue widening in Q3 and through year’s end.
Should You Invest $1,000 in Amkor Technology Right Now?Before you consider Amkor Technology, you'll want to hear this.
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MarketBeat just released its list of the 7 hottest IPOs expected to hit Wall Street in 2026. See which companies are preparing to go public and why investors are watching closely.
Sixth Street (TSLX) má podle odhadů za čtvrtletí vykázat zisk 0,41 USD na akcii a výnosy 96,41 mil. USD. Kombinace Earnings ESP +1,45 % a Zacks Rank #3 naznačuje možné překonání odhadů.
Wall Street expects a year-over-year decline in earnings on lower revenues when Sixth Street (TSLX - 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 4. 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 business development company is expected to post quarterly earnings of $0.41 per share in its upcoming report, which represents a year-over-year change of -26.8%.
Revenues are expected to be $96.41 million, down 16.2% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.59% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Sixth St?For Sixth St, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.45%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Sixth St will most likely 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 Sixth St would post earnings of $0.49 per share when it actually produced earnings of $0.42, delivering a surprise of -14.29%.
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.
Sixth St 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.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Exelon má podle odhadů vykázat zisk na akcii 0,43 USD a tržby 5,72 miliardy USD, což znamená meziroční růst o 10,3 % a 5,3 %. Odhad EPS byl za posledních 30 dní snížen o 3,6 %.
Wall Street analysts forecast that Exelon (EXC - Free Report) will report quarterly earnings of $0.43 per share in its upcoming release, pointing to a year-over-year increase of 10.3%. It is anticipated that revenues will amount to $5.72 billion, exhibiting an increase of 5.3% compared to the year-ago quarter.
The current level reflects a downward revision of 3.6% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.
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 usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.
Bearing this in mind, let's now explore the average estimates of specific Exelon metrics that are commonly monitored and projected by Wall Street analysts.
The combined assessment of analysts suggests that 'Operating revenues- PHI' will likely reach $1.61 billion. The estimate suggests a change of +1.7% year over year.
Analysts forecast 'Operating revenues- BGE' to reach $1.05 billion. The estimate suggests a change of +1.8% year over year.
Analysts expect 'Operating revenues- PECO' to come in at $1.05 billion. The estimate indicates a change of +5.2% from the prior-year quarter.
Analysts' assessment points toward 'Operating revenues- ComEd' reaching $1.97 billion. The estimate indicates a change of +7.1% from the prior-year quarter.
Based on the collective assessment of analysts, 'Adjusted Operating Earnings (non-GAAP)- ComEd' should arrive at $290.77 million. Compared to the current estimate, the company reported $228.00 million in the same quarter of the previous year.
The average prediction of analysts places 'Adjusted Operating Earnings (non-GAAP)- PHI' at $146.16 million. The estimate compares to the year-ago value of $144.00 million.
The consensus among analysts is that 'Adjusted Operating Earnings (non-GAAP)- BGE' will reach $49.49 million. Compared to the present estimate, the company reported $55.00 million in the same quarter last year.
The collective assessment of analysts points to an estimated 'Adjusted Operating Earnings (non-GAAP)- PECO' of $122.24 million. Compared to the present estimate, the company reported $136.00 million in the same quarter last year.
View all Key Company Metrics for Exelon here>>>
Over the past month, Exelon shares have remained unchanged versus the Zacks S&P 500 composite's +1.7% change. Based on its Zacks Rank #2 (Buy), EXC will likely outperform the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Key Takeaways CRS Q4 sales are expected to rise 12.2% y/y to $847.8 million, with EPS growing 37.1%.Carpenter Technology is seeing strength in aerospace, defense and medical applications, supporting growth.CRS expects productivity, pricing and product mix gains to help offset medical and distribution headwinds. Carpenter Technology Corporation (CRS - Free Report) is scheduled to report fourth-quarter fiscal 2026 results on July 30, before the opening bell.
The Zacks Consensus Estimate for CRS’s sales is pegged at $847.8 million, indicating a 12.2% rise from the year-ago reported figure.
The consensus estimate for Carpenter Technology’s earnings is pegged at $3.03 per share. The Zacks Consensus Estimate for CRS’s earnings has inched up 2% in the past 60 days. The estimate indicates year-over-year growth of 37.1%.
Image Source: Zacks Investment Research
CRS’s Solid Earnings Surprise HistoryCarpenter Technology’s earnings beat the Zacks Consensus Estimates in the trailing four quarters, the average surprise being 8.9%.
Image Source: Zacks Investment Research
What the Zacks Model Unveils for Carpenter TechnologyOur proven model does not conclusively predict an earnings beat for CRS this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. But that is not the case here, as you can see below.
You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Earnings ESP: Carpenter Technology has an Earnings ESP of 0.00%.
Zacks Rank: CRS currently sports a Zacks Rank of 1.
Factors Likely to Have Shaped Up CRS’s Q4 PerformanceCarpenter Technology has been witnessing growth in aerospace, defense and medical applications, which is anticipated to continue throughout fiscal 2026 and get reflected in the fourth-quarter fiscal 2026 results. In the quarter, demand is expected to have accelerated across all aerospace sub-markets as the supply chain ramped up to meet increasing travel demand.
However, the company has been facing headwinds in the medical and distribution end-use markets, which are likely to have affected its performance.
Nonetheless, gains from increased productivity across Carpenter Technology’s facilities, higher prices, an improved product mix and increased volumes are expected to have negated these headwinds. The impacts of these are likely to get reflected in the company’s margin.
We expect the Specialty Alloys Operations segment’s sales to be $751 million in the quarter, indicating a rise of 11.4% from the year-ago quarter’s reported figure. Our model estimates the segment to sell 50,123 pounds in the fourth quarter of fiscal 2026, indicating growth of 6.9% from that reported in the fourth quarter of fiscal 2025. We expect the operating profit to be $228 million, indicating growth from the $167 million reported in fourth-quarter fiscal 2025.
We expect Performance Engineered Products’ net sales to rise 1.6% year over year to $106 million. Our model predicts the segment to sell 2,697 pounds in the quarter, indicating a rise of 0.9%. Our estimate for the segment’s operating profit is $6.7 million. The segment reported an operating profit of $11.7 million in the year-ago quarter.
Carpenter Technology Stock’s Price PerformanceCRS shares have skyrocketed 111.4% in the past year compared with the industry’s 102.7% whopping growth.
Image Source: Zacks Investment Research
Stocks to ConsiderHere are some Basic Materials stocks, which, according to our model, have the right combination of elements to post an earnings beat in their upcoming releases.
The Chemours Company (CC - Free Report) , scheduled to release second-quarter 2026 earnings on Aug. 4, has an Earnings ESP of +27.17% and currently sports a Zacks Rank of 1. You can see the complete list of today’s Zacks #1 Rank stocks here.
Chemours’ quarterly earnings are pegged at 43 cents per share, indicating a year-over-year dip of 25%. The company delivered a trailing four-quarter average earnings surprise of 69%.
Avient Corporation (AVNT - Free Report) , scheduled to release second-quarter 2026 earnings on Aug. 6, has an Earnings ESP of +0.87% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for earnings for Avient for the second quarter of 2026 is 89 cents per share, indicating an 11.2% year-over-year increase. Avient has a trailing four-quarter average earnings surprise of 2.1%.
Wheaton Precious Metals Corp. (WPM - Free Report) , slated to release second-quarter 2026 earnings on Aug.6, currently has an Earnings ESP of +1.16% and a Zacks Rank of 3.
Wheaton Precious Metals’ quarterly earnings are pegged at $1.13 per share, indicating a year-over-year jump of 79%. The company delivered a trailing four-quarter average earnings surprise of 14%.
Wall Street čeká, že Enterprise Products oznámí zisk 0,74 USD na akcii a tržby 13,6 miliardy USD, což představuje meziroční růst o 12,1 % a 19,7 %. Odhad EPS byl za posledních 30 dní snížen o 3,1 %.
Analysts on Wall Street project that Enterprise Products Partners (EPD - Free Report) will announce quarterly earnings of $0.74 per share in its forthcoming report, representing an increase of 12.1% year over year. Revenues are projected to reach $13.6 billion, increasing 19.7% from the same quarter last year.
The current level reflects a downward revision of 3.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.
Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation 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 indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.
With that in mind, let's delve into the average projections of some Enterprise Products metrics that are commonly tracked and projected by analysts on Wall Street.
The consensus estimate for 'NGL Pipelines & Services net - NGL fractionation volumes per day' stands at 1,925.72 thousands of barrels of oil. Compared to the present estimate, the company reported 1,667.00 thousands of barrels of oil in the same quarter last year.
The combined assessment of analysts suggests that 'NGL Pipelines & Services net - Fee-based natural gas processing per day' will likely reach 7,539.53 thousands of barrels of oil. Compared to the current estimate, the company reported 7,266.00 thousands of barrels of oil in the same quarter of the previous year.
Analysts' assessment points toward 'NGL Pipelines & Services net - NGL pipeline transportation volumes per day' reaching 4,883.57 thousands of barrels of oil. Compared to the present estimate, the company reported 4,562.00 thousands of barrels of oil in the same quarter last year.
The consensus among analysts is that 'Natural Gas Pipelines & Services net - Natural gas transportation volumes per day' will reach 20887 billion british thermal units per day. Compared to the present estimate, the company reported 20405 billion british thermal units per day in the same quarter last year.
The average prediction of analysts places 'Petrochemical Services net - Butane isomerization volumes per day' at 121.81 thousands of barrels of oil. Compared to the present estimate, the company reported 122.00 thousands of barrels of oil in the same quarter last year.
Analysts predict that the 'Petrochemical Services net - Propylene fractionation volumes per day' will reach 124.37 thousands of barrels of oil. The estimate compares to the year-ago value of 118.00 thousands of barrels of oil.
According to the collective judgment of analysts, 'Petrochemical Services net - Octane enhancement and related plant sales volumes per day' should come in at 30.47 thousands of barrels of oil. Compared to the current estimate, the company reported 39.00 thousands of barrels of oil in the same quarter of the previous year.
It is projected by analysts that the 'NGL Pipelines & Services net - Equity NGL production per day' will reach 226.81 thousands of barrels of oil. The estimate compares to the year-ago value of 214.00 thousands of barrels of oil.
Analysts expect 'Gross operating margin- NGL Pipelines & Services' to come in at $1.52 billion. Compared to the present estimate, the company reported $1.30 billion in the same quarter last year.
Based on the collective assessment of analysts, 'Gross operating margin- Crude Oil Pipelines & Services' should arrive at $389.99 million. The estimate compares to the year-ago value of $403.00 million.
The collective assessment of analysts points to an estimated 'Gross operating margin- Natural Gas Pipelines & Services' of $462.48 million. Compared to the present estimate, the company reported $417.00 million in the same quarter last year.
Analysts forecast 'Gross operating margin- Petrochemical & Refined Products Services' to reach $363.92 million. The estimate compares to the year-ago value of $354.00 million.
View all Key Company Metrics for Enterprise Products here>>>
Shares of Enterprise Products have experienced a change of +4% in the past month compared to the +1.7% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), EPD 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 >>>> .
Asbury Automotive Group (ABG - Free Report) came out with quarterly earnings of $6.82 per share, beating the Zacks Consensus Estimate of $6.3 per share. This compares to earnings of $7.43 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +8.25%. A quarter ago, it was expected that this auto dealership chain would post earnings of $5.68 per share when it actually produced earnings of $5.37, delivering a surprise of -5.46%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Asbury Automotive, which belongs to the Zacks Automotive - Retail and Whole Sales industry, posted revenues of $4.38 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 1.78%. This compares to year-ago revenues of $4.37 billion. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Asbury Automotive shares have lost about 2.5% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for Asbury Automotive?While Asbury Automotive 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 Asbury Automotive 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 $6.72 on $4.65 billion in revenues for the coming quarter and $26.26 on $17.98 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, Automotive - Retail and Whole Sales is currently in the bottom 24% 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.
Penske Automotive (PAG - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on July 29.
This auto dealership chain is expected to post quarterly earnings of $3.38 per share in its upcoming report, which represents a year-over-year change of -10.6%. The consensus EPS estimate for the quarter has been revised 0.2% lower over the last 30 days to the current level.
Penske Automotive's revenues are expected to be $7.93 billion, up 3.4% from the year-ago quarter.
Quasar na Bittensoru spustil decentralizované tržiště pro trénink AI modelů a tvrdí, že proti centralizovaným metodám snižuje náklady na předtrénování o 99,5 %. Projekt míří na běh na 10 bilionů tokenů.
Training a competitive AI model typically requires the kind of GPU budget that makes venture capitalists weep. Quasar, operating as Subnet 24 on the Bittensor network, thinks it has a workaround: let a decentralized army of miners do it instead, at a fraction of the cost.
The project, developed by SILX AI under the SILX Labs umbrella, has built an open marketplace where independent miners can operate and refine AI models through a competitive evaluation system. Miners who improve model performance get rewarded. Those who don’t, well, they get outcompeted.
What Quasar is actually building At its core, Quasar is focused on a specific pain point in AI: long-context foundation models. Quasar is targeting context lengths of approximately 2 million tokens or more. To get there, the team is deploying what it calls Quasar Attention, a novel methodology paired with hybrid architecture approaches designed to push the boundaries of what decentralized training can produce.
The Quasar-3B architecture launched in April 2026, following the release of the Quasar-Preview model as a Mixture-of-Experts checkpoint on Hugging Face. It’s computationally efficient, which matters a lot when your training infrastructure is spread across a decentralized network rather than sitting in a single data center.
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The real headline number: Quasar claims a 99.5% reduction in pre-training costs compared to traditional centralized methods.
The 10-trillion-token ambition Quasar has laid out plans for a 10-trillion-token decentralized training run, split into two phases of 5 trillion tokens each.
For context, GPT-3 was trained on roughly 300 billion tokens. A 10-trillion-token run would put Quasar in the conversation with the largest training efforts ever attempted, except this one would be executed by a distributed network rather than a single corporate entity.
Cross-subnet collaboration Quasar announced a collaboration with Subnet 56, known as Gradients, and Subnet 3 for integrated long-context model training. This partnership, formed around July 2026, points to an emerging pattern within Bittensor where subnets are starting to function less like isolated experiments and more like interconnected components of a larger system.
The competition-and-reward mechanism is central to how Quasar maintains quality. Miners submit model improvements, validators evaluate them, and rewards flow to the contributors producing genuine enhancements.
What this means for investors For anyone watching the intersection of AI and crypto, Quasar represents an interesting test case. The TAO token, which powers the broader Bittensor network, stands to benefit if projects like SN24 can demonstrate that decentralized training produces models competitive with centralized alternatives.
Investors should watch two things closely. First, whether the Quasar-3B model produces benchmark results that hold up against comparable centralized models. Second, whether the 10-trillion-token training run actually launches and progresses on schedule.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Cena zlata klesla téměř o 30 % od lednového rekordu, protože vyšší reálné výnosy a jestřábí Fed tlačí na kov. Commerzbank snížila výhled na konec roku na 4 500 USD za trojskou unci.
Commerzbank’s Carsten Fritsch and Thu Lan Nguyen note that the Gold price has dropped nearly 30% from its January record as higher real yields and hawkish Federal Reserve expectations weigh on the metal. The bank cuts its year-end Gold forecast to USD 4,500 per troy ounce, but still projects a move to USD 5,000 by end-2027 if Fed rates stay unchanged and later fall.
Forecast cut but recovery seen later"We are lowering our year-end gold price forecast to USD 4,500 per troy ounce (previously: USD 4,800). This reflects the significant fall in prices, which can be attributed to the Fed adopting a more hawkish stance than expected."
"Nevertheless, there is potential for the gold price to recover from its current level, as we consider current market expectations of Fed rate hikes to be excessive and anticipate that Fed interest rates will remain unchanged until the end of the year."
"In this scenario, the Fed would likely refrain from raising interest rates and might even cut its key interest rate from mid-2027 onwards, as the 2% target would then be reached in spring 2027. This provides scope for a further price increase next year to USD 5,000 per troy ounce by the end of 2027 (previous forecast: USD 5,200)."
"However, without a reversal in interest rate expectations, a lasting return of ETF investors and a recovery in the gold price are unlikely."
"As long as this remains the case, gold is unlikely to benefit disproportionately from increased demand for safe havens."
(This article was created with the help of an Artificial Intelligence tool and reviewed by an editor. Know more.)
Live Nation čeká za 2Q růst EPS o 43,9 % na 59 centů a tržeb o 7,5 % na 7,53 mld. USD. Výsledky mohou podpořit silná poptávka po koncertech a vyšší prodeje vstupenek, ale zatížit je mohou právní náklady a omezení Ticketmasteru.
Key Takeaways Live Nation's Q2 EPS is projected to rise 43.9% YoY to 59 cents, with revenues up 7.5% to $7.53B.LYV may benefit from robust touring demand, higher ticket sales and sponsorship growth in Q2.Concert phasing, legal expenses and Ticketmaster restrictions may pressure Live Nation's Q2 results. Live Nation Entertainment, Inc. (LYV - Free Report) is scheduled to report second-quarter 2026 results on July 30.
LYV’s earnings beat the Zacks Consensus Estimate in one of the trailing four quarters, and missed on three occasions, the average miss being 28.9%.
Trend in the Estimate Revision of LYVThe Zacks Consensus Estimate for second-quarter earnings per share (EPS) is pegged at 59 cents, indicating growth of 43.9% from 41 cents reported in the year-ago quarter.
For revenues, the consensus mark is pegged at nearly $7.53 billion, suggesting an increase of 7.5% from the prior-year quarter’s figure.
Let's look at how things have shaped up in the quarter.
Factors Likely to Shape Live Nation’s Quarterly ResultsLive Nation’s second-quarter 2026 performance is likely to have benefited from robust global concert demand, expanding artist supply and healthy ticket sales. Strong booking activity across stadiums, arenas and amphitheaters, coupled with sustained momentum in international touring markets, is expected to have supported results in the quarter under review. Healthy concert activity across North America, Latin America, Europe and parts of Asia may also have aided sponsorship and ticketing revenues. The Zacks Consensus Estimate for second-quarter Sponsorship & Advertising revenues is pegged at $385.3 million, compared with $340.6 million reported in the prior-year quarter.
The Concerts segment is likely to have benefited from a stronger U.S. amphitheater slate as the summer touring season began. As of May 2026, Live Nation reported that amphitheater show counts were pacing ahead of the prior year, while ticket sales were up by double digits. These trends are likely to have supported segment performance during the quarter. Positive early trends in on-site spending and premium sales may also have aided results, while cancellations remained within the company’s historical range and were unlikely to have had a material impact. The consensus estimate for second-quarter Concerts revenues is pegged at $6.37 billion, compared with $5.95 billion reported in the prior-year quarter.
Venue Nation’s premium-hospitality initiatives may have further supported per-fan monetization. Live Nation continued to expand premium seating, upgraded hospitality areas, enhanced parking and other higher-value experiences across its venue portfolio. Investments aimed at increasing premium capacity at select amphitheaters from low-single-digit levels to approximately 25% are likely to have aided on-site spending at upgraded venues.
Live Nation’s Ticketing segment is likely to have benefited from higher primary ticket volumes and continued additions to its global client base. Increased concert-ticket sales may have supported ticketing revenues, while product enhancements and platform expansion across Latin America, Asia and Japan may have aided international growth. The consensus estimate for second-quarter Ticketing revenues is pegged at $774.8 million, up from $742.7 million reported in the prior-year quarter.
However, the phasing of Live Nation’s concert calendar may have moderated the pace of second-quarter growth. The company indicated that the strongest increases in global stadium and U.S. amphitheater activity were weighted toward the third quarter, when a larger portion of the summer concert season occurs. Restrictions on broker inventory in Ticketmaster’s secondary marketplace may have affected Ticketing performance. Regulatory-related legal expenses are likely to have weighed on second-quarter profitability.
What Our Model Says About LYV StockOur proven model does not conclusively predict an earnings beat for Live Nation this time. A stock needs to have a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) to beat earnings. However, that's not the case here.
LYV’s Earnings ESP: Live Nation has an Earnings ESP of +31.57%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Live Nation’s Zacks Rank: The company currently has a Zacks Rank #5 (Strong Sell).
Stocks Poised to Beat on EarningsLife Time Group is expected to register a 21.6% increase in earnings for the to-be-reported quarter. LTH reported better-than-expected earnings in each of the trailing four quarters, the average surprise being 10.9%.
Marriott International, Inc. (MAR - Free Report) currently has an Earnings ESP of +1.88% and a Zacks Rank of 3.
Marriott’s earnings for the to-be-reported quarter are expected to increase 15.5%. MAR reported better-than-expected earnings in three of the trailing four quarters and missed on one occasion, the average surprise being 1.5%.
Cinemark Holdings, Inc. (CNK - Free Report) currently has an Earnings ESP of +6.40% and a Zacks Rank of 3.
Cinemark’s earnings for the to-be-reported quarter are expected to increase 57.1%. CNK reported lower-than-expected earnings in each of the trailing four quarters, the average miss being negative 20.4%.
Cautious IT spending amid heightened uncertainty over global macroeconomic conditions and volatile supply-chain dynamics due to tariff troubles continues to be concerning for the participants in the Zacks Computer - Networking industry in the near term. Fierce competition is an overhang on pricing power and margin expansion.
However, over the long term, the participants are expected to benefit from the networking infrastructure upgrade driven by AI workloads, cloud computing, big data, network security and next-generation connectivity.
The proliferation of AI workloads and hyperscale data centers is accelerating investments in high-speed interconnects, optical networking and Ethernet switches. Players in this space are focused on capitalizing on the multi-billion-dollar AI infrastructure opportunity. The rapid deployment of 5G is fueling the proliferation of the Internet of Things (IoT), Advanced Driver Assistance Systems, Augmented Reality/Virtual Reality (AR/VR) devices and 5G smartphones, driving demand for robust networking infrastructure. The Wi-Fi 7 upgrade cycle will act as a catalyst.
Also, the explosion of AI workloads requires a major upgrade to observability infrastructure. There is a greater need for continuous monitoring of hybrid environments and tighter security amid rising attacks. This will spur demand for innovative networking products, favoring prospects for prominent industry players such as Cisco Systems (CSCO - Free Report) , Extreme Networks (EXTR - Free Report) and Digi International (DGII - Free Report) .
Industry Description The Zacks Computer-Networking industry comprises companies that offer networking and Internet-connected products, including wireless (Wi-Fi and Long-Term Evolution or LTE), Ethernet and powerline, focusing on dependability and ease of use. The products are available in numerous configurations to cater to the changing requirements of consumers in each geographic territory where it operates. Some industry players also provide mission-critical IoT solutions and network security services to help clients build next-generation connected products, and implement and manage critical communications infrastructures in demanding environments with enhanced safety levels. Focus on developing IoT sensors, drones and wearables amid increasing demand for cloud computing-based contact tracing applications is driving the industry.
4 Trends Influencing the Industry's Future Technological Advancement Opening Business Avenues: The proliferation of AI and high adoption of cloud and data-intensive applications is driving higher traffic and creating a need for advanced optical networking, high-speed interconnects, Ethernet switches, routing and wireless infrastructure. Expansion of industrial IoT and edge computing, and the increasing popularity of smart connected devices are further creating growth opportunities. Rising cybersecurity concerns are emerging as a key tailwind, driving demand for solutions such as threat detection, network monitoring and zero-trust security architectures.
Rapid Deployment of 5G to Boost Growth Prospects: The success of the 5G technology hinges on substantial investments to upgrade infrastructure in the core fiber backhaul network to support growth in data services. Efforts to develop smart connected homes, hospitals, factories, buildings, cities and self-driving vehicles bode well for industry players. These firms invest heavily in LTE, broadband and fiber to provide additional capacity and improve Internet and wireless networks. These initiatives hold promise.
Wi-Fi 7 Upgrade Cycle to Drive Momentum: Brisk technological advancement, dynamic products, high-speed connectivity, low latency and evolving industry standards define the networking industry. The growing clout of the latest Wi-Fi 6E-compliant residential gateways, Wi-Fi routers, set-top boxes and wireless range extenders is a testament to the same. The increasing demand for connecting more devices to the network has been driving demand for Wi-Fi 6E devices. Wi-Fi 6E addresses Wi-Fi spectrum shortage issues by providing continuous channel bandwidth to support a higher number of connected devices without compromising speed. The rollout of Wi-Fi 7 bodes well for the companies in this space.
Macroeconomic Turmoil Is Concerning: Global macroeconomic weakness and volatile supply-chain dynamics are persistent concerns. Tariff troubles, especially between the United States and China, remain an overhang on global supply chains. Inflation could affect spending across small and medium-sized businesses globally and uncertainty in business visibility could dent the industry’s near-term performance.
The computer networking industry remains highly competitive, with a large number of established and new players vying for market share. As growth stabilizes, competition often intensifies, leading to pricing pressure and margin compression.
Zacks Industry Rank Indicates Bleak Near-Term Prospects The Zacks Computer-Networking Industry is housed within the broader Zacks Computer and Technology sector. The industry carries a Zacks Industry Rank #167, positioning it in the bottom 32% of more than 247 Zacks industries.
The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates bleak near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
Before we present a few stocks you may want to consider for your portfolio, considering bright prospects, let us look at the industry’s recent stock-market performance and valuation picture.
Industry Outperforms the S&P 500 and the Sector The Zacks Computer-Networking industry has outperformed the S&P 500 composite and the broader Zacks Computer and Technology sector in the past year.
The industry has gained 67.4% over this period, compared with the broader sector’s 24.3% rally. The S&P 500 has appreciated 18.4% over the same time frame.
One-Year Price Performance
Industry's Current Valuation Based on the forward 12-month price-to-earnings (P/E) ratio, a common multiple for valuing Computer-Networking stocks, the industry is currently trading at 28.78X, compared with the S&P 500’s 20.11X. It is also higher than the sector’s forward-12-month P/E of 20.64X.
In the past five years, the industry traded as high as 31.47X and as low as 12.45X, with the median being 17.27X, as the charts below show.
Forward 12-Month P/E Ratio
3 Computer-Networking Stocks to Add to Portfolio Cisco Systems: Headquartered in San Jose, CA, the company offers identity and access, advanced threat and unified threat management solutions.
Cisco is benefiting from the demand for AI Infrastructure solutions, with hyperscaler demand acting as a key catalyst. The company expects its networking portfolio, led by Silicon One, AI native security solutions and operating systems, to support top-line expansion moving forward. The company expects AI hyperscale revenues to ramp considerably, and expects at least $6 billion in AI-related revenues for fiscal 2027.
In the third quarter of fiscal 2026, AI infrastructure orders from hyperscalers came in at $1.9 billion, taking year-to-date total to $5.3 billion. The company also raised expected hyperscaler AI orders to $9 billion and expected AI infrastructure revenues from hyperscalers to about $4 billion for fiscal 2026.
Within its core Networking segment, Cisco is witnessing robust traction across the enterprise data center switching business, as customers prepare their infrastructure for agentic applications and AI inferencing.
Acacia business is also witnessing strong growth as hyperscalers deploy both 400G and 800G coherent optics, with 800G pluggables gaining significant traction.
CSCO returned $2.9 billion to its shareholders through repurchases and dividends in the last reported quarter. The Zacks Consensus Estimate for fiscal 2026 bottom line is pinned at $4.28, unchanged in the past 30 days. Shares have gained 68.6% in the past year.
At present, CSCO carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Price & Consensus: CSCO
Extreme Networks: Based in Morrisville, NC, the company provides AI-driven cloud networking solutions. Strong demand for the company’s networking solutions bodes well. EXTR expects revenues to be $1.275 billion to $1.28 billion for fiscal 2026.Extreme’s launch of Platform ONE and pivot to a recurring model is supporting growth amid solid enterprise networking demand. In the fiscal third quarter, revenue growth was11% year over year while product revenues were up 12% from the prior-year quarter.
Momentum in subscription bookings is expected to grow with the adoption of Platform ONE and drive up SaaS annual recurring revenues (“ARR”). In the fiscal third quarter, SaaS ARR rose 29% year over year to $236 million. Extreme closed 44 deals, each worth more than $1 million, signaling stronger deal quality and strategic growth.
EXTR also launched Extreme Agent ONE, a new set of AI agents designed for enterprise networking in May 2026.
Wi-Fi 7 is emerging as a key catalyst, driving network refresh cycles. It recently unveiled Extreme Multi-Beam Wireless, a next-generation stadium Wi-Fi connectivity solution. This solution is designed for high-density environments and supports higher bandwidth.
However, the company continues to face component pricing pressure as well as supply chain issues. To tackle these, EXTR has secured its supply chain through fiscal 2027, improving fulfillment certainty and margin visibility.
At present, EXTR carries a Zacks Rank #3 (Hold). The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $1.04, unchanged in the past 30 days. Shares are up 67.2% in the past year.
Price & Consensus: EXTR
Digi International: Based in Hopkins, MN, Digi is a well-known provider of business and mission-critical Internet of Things (IoT) products and services globally. The company’s industrial Internet of Things offerings encompass embedded, edge and turnkey vertical solutions. These solutions find applications across emerging technology trends such as AI, edge computing and industrial automation. Digi is embedding AI across its portfolio. Digi’s outlook remains supported by sustained ARR growth, ongoing benefits from acquisitions and the long-term opportunity to integrate AI into industrial IoT solutions. The company expects ARR to grow 25% in fiscal 2026, reaching around $190 million by the end of the year.
To capitalize on the AI opportunity, DGII recently unveiled DANI, the Digi Artificial Network Intelligence agent. DANI is an AI network operations agent that is embedded in Digi Remote Manager, a networking device management platform, enabling network operators/managed service providers to monitor network issues, identify causes, and offer recommended actions through a unified conversational interface.
Digi continues to pursue strategic acquisitions, which are likely to supplement organic growth.
Management highlighted challenges in the supply chain, including higher memory pricing and energy-driven freight costs, which continue to create cost volatility.
At present, DGII carries a Zacks Rank #3. The Zacks Consensus Estimate for fiscal 2026 bottom line is pegged at $2.48, unchanged in the past 30 days. Shares have gained 101.3% in the past year.
Fox Tungsten při vrtání v rámci plně financovaného 20 000metrového programu na projektu Fox v Britské Kolumbii našla viditelnou scheelitovou mineralizaci ve více cílových oblastech, včetně nových paralelních zón na Fox North. Firma říká, že to podporuje další rozšíření zdroje.
Fox Tungsten Ltd (TSX-V:FOXT, OTC:HPYCF, FRA:1HC) said drilling at its fully funded 20,000 metre program at the Fox project in British Columbia has intersected visible scheelite mineralization in multiple target areas, including several previously unrecognized parallel mineralized zones at Fox North.
Analytical results have not yet been received, but visual observations from drilling completed to date indicate the exploration program is successfully expanding the mineralized system, the company said.
At Fox North, drilling intersected multiple new parallel mineralized zones located between 375 metres and 675 metres west of the BK Zone.
Scheelite was observed in all three exploration holes completed at Fox North and in all seven RC resource expansion holes drilled to date.
Two diamond drill rigs are operating, and the program is progressing on schedule, with initial assay results expected in the coming weeks.
Fox Tungsten is home to one of the highest-grade tungsten resources in the western world across a 12-by-5-kilometre mineral system.
The company said the new zones strengthen its geological model of the Fox deposit as a series of stacked, parallel tungsten-bearing zones and support the potential for significant expansion of the current mineral resource.
Fox Tungsten CEO Steve Gray said the results were “very encouraging.”
"Early drilling continues to validate our geological model, with new parallel mineralized zones identified at Fox North and continued expansion of the RC Zone,” Gray said in a statement.
“These observations reinforce our confidence in the scale and continuity of the mineralized system and demonstrate the potential to meaningfully expand the Fox mineral resource as the program advances.”
The current NI 43-101 estimate includes 582,400 tonnes grading 0.826% WO₃ indicated and 565,000 tonnes grading 1.231% WO₃ inferred, with the deposit remaining open for expansion.
Wall Street čeká, že Ametek při výsledcích za čtvrtletí končící v červnu 2026 zvýší zisk na akcii na 1,99 USD a tržby na 1,96 miliardy USD. Odhady navíc naznačují pravděpodobné překonání konsensu.
Wall Street expects a year-over-year increase in earnings on higher revenues when Ametek (AME - 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 4. 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 maker of electronic instruments and electromechanical devices is expected to post quarterly earnings of $1.99 per share in its upcoming report, which represents a year-over-year change of +11.8%.
Revenues are expected to be $1.96 billion, up 10% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.49% 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 Ametek?For Ametek, 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 +0.39%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that Ametek will most likely 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 Ametek would post earnings of $1.9 per share when it actually produced earnings of $1.97, delivering a surprise of +3.68%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Ametek 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.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Erste Group má ve 2. čtvrtletí 2026 vykázat čistý zisk 1,074 mld. EUR, meziročně o 17 % více. Tahounem má být konsolidace Erste Bank Polska a růst čistých úrokových výnosů.
Erste Group ve čtvrtek ráno představí výsledky hospodaření za 2Q 2026. V 9:00 by měl následovat konferenční hovor s managementem. Čistý zisk by měl překročit hranici 1 mld. EUR. Meziroční porovnání je ovlivněno konsolidací Erste Bank Polska (dříve Santander Bank Polska).
Projekce hospodaření Erste Group za 2Q 2026 v mil. EUR Odhad Fio Konsensus trhu 2Q 2025 Čisté úrokové výnosy 2 746 2 736 1 914 Čisté poplatky a provize 989 976 762 Ostatní provozní výnosy 275 272 190 Provozní výnosy 4 009 3 985 2 866 Provozní náklady (1 805) (1 778) (1 361) Provozní zisk 2 204 2 207 1 505 Náklady na riziko (170) (181) (97) Čistý zisk 1 074 1 056 921 Projektujeme, že čisté úrokové výnosy meziročně vzrostou o 43 % na 2 746 mil. EUR díky konsolidaci Erste Bank Polska a organickému růstu.
Výnosy z poplatků a provizí by měly dle naší projekce vzrůst o 30 % na 989 mil. EUR a ostatní provozní výnosy by se měly zvýšit téměř o polovinu.
Celkově by se provozní výnosy Erste měly dle našich odhadů dostat na úroveň 4 mld. EUR.
Provozní náklady by se měly pohybovat kolem 1,8 mld. EUR a měly by nadále zahrnovat položky související s akvizicí Erste Bank Polska (odpis nehmotných aktiv a integrační náklady).
Na provozní úrovni tak očekáváme, že Erste dosáhne zisku 2 204 mil. EUR, meziročně +46 %.
Náklady na riziko by měly dosáhnout výše 170 mil. EUR.
Na úrovni čistého zisku by tak Erste Group měla vykázat meziroční růst o 17 % na 1 074 mil. EUR. Výsledovka Erste Bank Polska je konsolidována v plném rozsahu, přičemž na úrovni čistého zisku připadajícího akcionářům Erste Group se promítá pouze 49% ekonomický podíl Erste.
Akcie Erste Group (BAAERBAG) dnes na pražské burze uzavřely na 2 754 Kč, na burze RM-SYSTÉM na 2 787 Kč.
Ethena Labs has now distributed over $751 million in rewards to users since its synthetic dollar protocol went live. That’s a number that would make most DeFi protocols blush, and it underscores just how much yield a delta-neutral staking strategy can generate when conditions are right.
But here’s the thing. While the rewards counter keeps climbing, the protocol’s USDe supply has fallen to roughly $4.3 billion, down from a peak north of $10 billion.
How Ethena prints yield without a money printer For the uninitiated, Ethena’s USDe isn’t your typical stablecoin. It doesn’t sit on a pile of Treasury bills like USDC or claim to be backed 1:1 by cash in a bank vault.
Instead, it uses a delta-neutral strategy. In English: the protocol takes staked ETH derivatives as collateral, then opens short perpetual futures positions against them. The long exposure from holding the collateral and the short exposure from the futures cancel each other out, keeping the value stable.
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The yield comes from two places. First, the funding-rate payments that flow to the short side of perpetual futures markets when conditions are favorable. Second, the staking yields generated by the underlying collateral itself.
It has delivered an average APY of 10.9% on sUSDe, the yield-bearing staked version, since January 2024.
Founded in 2023 by Guy Young, a former hedge fund manager, Ethena Labs launched the USDe protocol in early 2024.
The supply question nobody wants to answer Dropping from over $10 billion to approximately $4.3 billion represents a decline of more than 55%. Reports point to shifting market conditions following significant events in October 2025 as the catalyst.
The delta-neutral model depends heavily on funding rates remaining positive. When the market flips bearish or funding goes negative for extended periods, the yield engine stalls, and capital tends to rotate elsewhere.
Governance moves and the ENA token economy The Season 5 ENA airdrop kicked off in May 2026, distributing roughly 300 million tokens, or about 2% of the total 15 billion ENA supply.
More consequentially, Ethena activated a fee switch in Q1 2026 that directs between 10% and 20% of protocol revenue to stakers of the ENA governance token.
What this means for investors watching the synthetic dollar space For investors evaluating Ethena, the key metric to watch isn’t past rewards. It’s the trajectory of funding rates across major perpetual futures venues. When funding is positive and elevated, Ethena’s engine hums. When it compresses, the protocol’s competitive advantage narrows considerably against simpler, lower-risk alternatives like tokenized Treasuries.
The fee switch activation adds another dimension. A 10–20% revenue share on declining volumes is still a declining payout.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Graphic Packaging (GPK - Free Report) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 4. 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 packaging company is expected to post quarterly earnings of $0.11 per share in its upcoming report, which represents a year-over-year change of -73.8%.
Revenues are expected to be $2.19 billion, down 0.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 11.47% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Graphic Packaging?For Graphic Packaging, 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 -3.99%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Graphic Packaging 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 Graphic Packaging would post earnings of $0.06 per share when it actually produced earnings of $0.09, delivering a surprise of +50.00%.
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.
Graphic Packaging 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 Containers - Paper and Packaging industry, Avery Dennison (AVY - Free Report) , is soon expected to post earnings of $2.47 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +2.1%. This quarter's revenue is expected to be $2.29 billion, up 3.1% from the year-ago quarter.
The consensus EPS estimate for Avery Dennison has been revised 0.1% higher over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.44%.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Avery Dennison will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Verra Mobility čelí hromadné žalobě kvůli údajným zavádějícím tvrzením o vztahu s Avis Budget Group. Firma zároveň uvedla, že ukončení smlouvy sníží roční výnosy segmentu Commercial Services přibližně o 135 milionů až 145 milionů USD.
LOS ANGELES, July 28, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Verra Mobility Corporation, (“Verra Mobility” or the "Company") (NASDAQ: VRRM) investors of a class action on behalf of investors that bought securities between February 24, 2026 and May 26, 2026, inclusive (the “Class Period”). Verra Mobility investors have until August 4, 2026 to file a lead plaintiff motion.
Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 310-692-8883 or email: [email protected], to discuss their legal rights, or join the case via https://portnoylaw.com/verra-mobility-corporation. The Portnoy Law Firm can provide a complimentary case evaluation and discuss investors’ options for pursuing claims to recover their losses.
The lawsuit alleges that the Company provided materially false and misleading statements and/or concealed material adverse facts concerning the true state of Verra Mobility’s relationship with Avis Budget Group regarding its contract extension with Avis. Further, the Company minimized concerns that major car rental agencies could replace Verra Mobility with in-house solutions or outsourced alternatives.
On May 26, 2026, Verra Mobility announced that it received a termination notice from Avis Budget Group, which becomes effective in September 2026. The Company further disclosed that it “expects the termination to reduce Commercial Services’ 2026 annualized revenue by approximately $135 million to $145 million and 2026 annualized segment profit by approximately $120 million to $125 million, before taking into account expected cost reduction initiatives.” On this news, the price of Verra Mobility shares declined by $9.23 per share, or approximately 71%, from $13.08 per share on May 26, 2026 to close at $3.85 on May 27, 2026.
The Portnoy Law Firm represents investors in pursuing claims caused by corporate wrongdoing. The Firm’s founding partner has recovered over $5.5 billion for aggrieved investors. Attorney advertising. Prior results do not guarantee similar outcomes.
Lesley F. Portnoy, Esq.
Admitted CA, NY and TX Bar [email protected]
310-692-8883
www.portnoylaw.com
PJT Partners (PJT - Free Report) came out with quarterly earnings of $1.97 per share, beating the Zacks Consensus Estimate of $1.65 per share. This compares to earnings of $1.54 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +19.39%. A quarter ago, it was expected that this investment bank would post earnings of $1.51 per share when it actually produced earnings of $1.54, delivering a surprise of +1.99%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
PJT Partners, which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $486.29 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 9.77%. This compares to year-ago revenues of $406.88 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.
PJT Partners shares have added about 1% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for PJT Partners?While PJT Partners 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 PJT Partners 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 $1.72 on $452 million in revenues for the coming quarter and $7.50 on $1.9 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 - Miscellaneous Services is currently in the bottom 31% 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, MidCap Financial Investment (MFIC - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This investment company is expected to post quarterly earnings of $0.36 per share in its upcoming report, which represents a year-over-year change of -7.7%. The consensus EPS estimate for the quarter has been revised 1.5% higher over the last 30 days to the current level.
MidCap Financial Investment's revenues are expected to be $66.93 million, down 17.6% from the year-ago quarter.
Primoris Services čelí hromadné žalobě kvůli údajnému klamání investorů ohledně řízení projektů. Akcie po odhaleních problémů s projekty dvakrát prudce spadly.
, /PRNewswire/ -- A securities class action lawsuit has been filed against Primoris Services Corporation (NYSE: PRIM) and certain current and former executives who are alleged to have misled investors about the company's project management capabilities. It seeks to represent investors who purchased or otherwise acquired shares of Primoris common stock between August 5, 2025 and June 22, 2026.
The lawsuit follows a second massive selloff in Primoris shares in six weeks – this time on June 23, 2026, when shares cratered another $23.29 (-21%). The first occurred on May 6, 2026, when Primoris shares crashed $101.69 (-50%). Both were triggered by surprise revelations of Primoris' project management problems.
The disclosures' toll was to erase well over $6 billion from Primoris' market capitalization between May 5, 2026 and June 23, 2026.
National shareholders rights firm Hagens Berman continues its investigation into claims that Primoris and the other Defendants violated the federal securities laws and encourages investors who suffered substantial losses to submit your losses now. The firm also encourages persons with knowledge who may be able to assist the investigation to contact its attorneys.
Class Period: Aug. 5, 2025 – June 22, 2026
Lead Plaintiff Deadline: Sept. 21, 2026
Visit: www.hbsslaw.com/investor-fraud/prim
Contact the Firm Now: [email protected]
844-916-0895
Primoris Services Corporation (PRIM) Securities Class Action:
During the Class Period, defendants repeatedly assured investors that Primoris maintained "disciplined bidding," "well-developed estimating processes," effective project controls, and reliable forecasting that enabled it to accurately price and execute fixed-price renewable energy projects, "manage risk," and reliably forecast revenues, margins, and earnings.
The complaint alleges that, in contrast to these assurances (and unknown to investors), the Defendants did not disclose that Primoris' estimating, cost-to-complete forecasting, and project oversight processes were woefully deficient. As a result, the company systematically underestimated project costs and risks on multiple significant renewable energy projects.
Investors learned the truth through a series of partial disclosures:
First, in February 2026, Primoris management attributed lower gross margins to "unexpectedly higher costs" at certain renewables projects, citing difficult soil and rock conditions that required additional labor and equipment. While management later downplayed the issue as being isolated to a single project—expressing confidence in their remedial measures—they simultaneously touted the company's ability to "accelerate project timelines" for 2026.
Second, on May 5, 2026, the market's confidence in Primoris' remedial measures was shattered when the company released its Q1 2026 financial results and revealed a staggering decline in the core Energy segment, with year-over-year revenues falling by $152.9 million (13.8%) and gross profits plunging by nearly 40%.
CEO Koti Vadlamudi admitted the next day during the May 6 earnings call that Primoris' financial results were battered by cost pressures across multiple solar projects. Moving beyond the "rock and soil" reason used just months prior, Vadlamudi cited a litany of execution-related factors as the cause of the margin collapse:
Project Redesigns: Costly changes to existing plans. Labor Issues: Inability to manage specific workforce demands. Sequencing Errors: Failures in project management and timing. Weather Disruptions: Further complicating already delayed timelines. Finally, after the markets closed on June 22, 2026, Primoris shocked investors when it announced that "[a]dditional challenges and cost overruns were identified as a result of continued progress on projects in the Company's Renewables business." Importantly, as a result of ongoing problems in six projects and additional challenges, Primoris said its 2026 renewables business revenues would decline 30% ($900 million) from the $3 billion revenues reported for 2025.
"We're focused on when Primoris' management learned of the full scope of the company's renewables problems, including the apparent inadequacy of remediation measures," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.
If you invested in Primoris and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now »
If you'd like more information and answers to other frequently asked questions about the firm's Primoris investigation, read more »
Whistleblowers: Persons with non-public information regarding Primoris should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.
Primoris Services čeká za čtvrtletí ztrátu 0,35 USD na akcii a tržby 1,7 miliardy USD, což je meziročně méně. Konsensus EPS byl za 30 dní snížen o 30,05 %.
The market expects Primoris Services (PRIM - Free Report) to deliver a year-over-year decline in earnings on lower 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 stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 4. 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 construction contractor is expected to post quarterly loss of $0.35 per share in its upcoming report, which represents a year-over-year change of -120.8%.
Revenues are expected to be $1.7 billion, down 10.3% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 30.05% 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 Primoris Services?For Primoris Services, 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 -50.00%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Primoris Services 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 Primoris Services would post earnings of $0.87 per share when it actually produced earnings of $0.59, delivering a surprise of -32.18%.
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.
Primoris Services doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Ondo Finance spustila Ondo Network pro institucionální obchodování se soukromým prováděním, decentralizovaným ověřováním a on-chain vypořádáním. Firma uvádí téměř 3,5 miliardy USD v TVL.
Institutional investors have long faced a tradeoff between execution speed and blockchain transparency.
Ondo Finance [ONDO] launched the Ondo Network to address that challenge through private execution, decentralized verification, and on-chain settlement.
Through this, institutions will gain centralized exchange-like performance without sacrificing non-custodial control.
Source: X Rather than simply increasing speed, the infrastructure improves settlement efficiency while preserving verifiable ownership.
As such, if adoption accelerates, Ondo may potentially create deeper levels of liquidity, attract new developers into its ecosystem, and increase the amount of assets being tokenized within its network. This would create further potential for overall ecosystem development.
Furthermore, it would encourage institutional participation across decentralized finance while giving institutions greater confidence in scalable, transparent, high-performance market infrastructure over time.
How Ondo Network works Instead of asking every network participant to process each transaction, the Ondo Network divides responsibilities across specialized components.
Secure enclaves (trusted execution environments) first execute application code inside protected hardware, where operators cannot view or alter it. Even changing a single byte prevents the code from running.
Source: Ondo Finance Meanwhile, independent attestors verify that only the approved code operates before they reconstruct the security keys used to confirm transactions via public blockchain.
This approach keeps verification separate from execution, allowing applications to process trades with centralized exchange-like speed without sacrificing security.
Will Ondo’s infrastructure lead to adoption? Although the architecture provides solutions to long-standing problems related to infrastructure, the ultimate value will depend upon how many users adopt this architecture.
Ondo Finance currently manages almost $3.5 billion in Total Value Locked (TVL). Therefore, there exists a solid institutional basis to provide a high level of credibility in terms of managing large amounts of capital
If capital continues flowing through the network, wallet growth, transaction values, and liquidity should expand together. That momentum would indicate execution quality drives broader adoption.
Over time, stronger developer activity, new protocol launches, higher network TVL, and rising transaction counts would determine whether Ondo evolves into a broader institutional financial ecosystem.
Final Summary Ondo is extending its RWA leadership with infrastructure that combines centralized exchange speed and non-custodial blockchain settlement. The network needs sustained institutional adoption and ecosystem growth to turn its $3.5 billion TVL into long-term network expansion.
Oceaneering čeká ve 3. čtvrtletí vyšší tržby i provozní zisk v klíčových offshore divizích díky novým zakázkám a prodloužením smluv. Firma zároveň rozšiřuje obranný a vesmírný byznys.
Key Takeaways OII blends offshore energy, defense, robotics and digital businesses to diversify growth opportunities.Oceaneering expects stronger Q3 results in key offshore units after recent contract awards and extensions.OII faces risks from offshore cyclicality, weaker IMDS activity and a lower Manufactured Products backlog. Oceaneering International, Inc. (OII - Free Report) is no longer a pure offshore energy story, even though offshore markets remain its largest economic driver. The company combines subsea robotics, engineered products, project services, digital integrity tools and government-focused technology.
Over the last one year, Oceaneering International delivered the strongest share price performance, rising approximately 127.7%, compared with SLB (SLB - Free Report) , which gained about 43.3%, and Baker Hughes Company (BKR - Free Report) , which increased about 29.9%, highlighting OII’s stronger market momentum during the period.
Oceaneering’s Share Price Growth Over the Last One Year
Image Source: Zacks Investment Research
That mix gives Oceaneering more than one route to growth. It also helps cushion cyclicality, while leaving investors exposed to offshore capital spending, project timing and execution risk.
Oceaneering’s Five-Segment Business MixSubsea Robotics combines remotely operated vehicles, survey work and tooling. Manufactured Products supplies energy products such as distribution and connection systems, along with mobile robotics for industrial uses.
Offshore Projects Group supports subsea completions, construction, intervention, inspection, maintenance and repair. Integrity Management and Digital Solutions uses software, analytics and services for asset programs, while Aerospace and Defense Technologies serves defense, government space and commercial space customers.
Image Source: Oceaneering International, Inc.
OII’s Offshore Energy Growth DriversOffshore momentum remains central to the investment case. OII serves every phase of the offshore oilfield lifecycle, from exploration to decommissioning, with revenue streams tied to ROV services, tooling, survey, subsea hardware, umbilicals and vessel-based work.
Recent demand signals are constructive. Management cited contract awards and extensions, including a Brazil ROV services award that improves demand visibility, and expects higher third-quarter revenues and operating income in Subsea Robotics and Offshore Projects Group.
Oceaneering’s Defense and Aerospace ExpansionAerospace and Defense Technologies adds exposure that is less directly tied to exploration and production spending. The segment focuses on defense subsea technologies, marine services and space systems, including work with U.S. government, Navy, international defense and space customers.
In the second quarter, Oceaneering secured awards in subsea robotics, submarine rescue, submarine maintenance and installation services. A Defense Innovation Unit contract tied to an extra-large unmanned underwater vehicle and recognition from Lockheed Martin for Artemis program work point to expanding government opportunities.
OII’s Technology Investment StrategyTechnology investment supports both sides of Oceaneering’s portfolio. The company has highlighted the Momentum ROV platform, the Freedom autonomous vehicle and the upgraded Ocean Intervention II vessel as part of its push into robotics, automation and higher-value subsea services.
Ocean Intervention II entered service after significant upgrades in 2025 and is expected to remain utilized through most of the rest of 2026. Planned simultaneous operations should allow multiple survey activities from the vessel, improving efficiency for customers.
Oceaneering’s Key Operating RisksThe offshore cycle still matters. A decline in commodity prices or customer capital spending could delay offshore developments, weaken equipment demand and lower utilization across core operations.
Risks are not limited to energy demand. IMDS remained weak due to lower West Africa activity and Middle East-related cost pressure, while Manufactured Products had backlog of $445 million at June 30, 2026, down from $516 million a year earlier, and a trailing 12-month book-to-bill ratio of 0.88.
OII’s Hold Signal and Mixed Style ScoresThe bottom line is balanced. Oceaneering is executing better across most segments, benefiting from offshore activity and building a larger government and space platform, but the stock still carries cyclical and project-driven risk.
OII currently carries a Zacks Rank #3 (Hold), with a Value Score of C, Growth Score of C, Momentum Score of D and VGM Score of C. That combination does not point to a clear near-term edge across value, growth or momentum. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
In the broader offshore services landscape, SLB is a useful comparison because its OneSubsea business also serves subsea development and intervention markets. Baker Hughesoffers another benchmark through its subsea production systems and offshore technology exposure.
For OII, diversification is a real strength, but not a clean buy signal by itself. The current rank and mixed scores support a measured view in which improving execution and defense expansion are offset by valuation, offshore cyclicality and limited near-term momentum support.
Rapid7 spustila Cyber GRC a tvrdí, že se stala první velkou platformou pro bezpečnostní operace, která sjednocuje SecOps a GRC. Novinka propojuje řízení rizik a compliance s živými daty o bezpečnosti.
BOSTON, July 28, 2026 (GLOBE NEWSWIRE) -- Rapid7, Inc. (NASDAQ: RPD), a global leader in AI-powered managed cybersecurity operations, today announced the general availability of Rapid7 Cyber GRC, expanding the Rapid7 Command Platform with native governance, risk, and compliance (GRC) capabilities. The new offering helps organizations continuously understand cyber risk, validate control effectiveness, and simplify compliance by connecting GRC workflows with live security operations data. This shared data foundation gives security and compliance teams a unified, continuously updated view of control performance, active threats, and organizational risk.
With Rapid7 Cyber GRC, Rapid7 becomes the first major security operations platform to unify SecOps and GRC, extending its Preemptive Security strategy across risk, controls, and compliance.
Security operations and governance have historically evolved as separate disciplines, leaving organizations to reconcile security findings, compliance evidence, and business risk across disconnected systems. This fragmentation consumes valuable resources, slows decision-making, and leaves leaders without a current view of whether controls are working. Rapid7 Cyber GRC brings these functions together on a common operational foundation, uniting security operations and governance to support continuous assurance.
Rapid7 Cyber GRC closes that gap by connecting governance workflows directly to live security telemetry. By tying internal controls to current attack-surface visibility, Rapid7 gives security, risk, and compliance teams a shared view of control effectiveness, active threats, and organizational risk.
With Rapid7 Cyber GRC, organizations can:
Continuously validate security controls using live platform telemetry to identify control deficiencies and drift between formal assessments.Automate audit readiness by collecting evidence and mapping controls across multiple compliance frameworks.Streamline third-party risk management with an AI Assessment Assistant that accelerates vendor questionnaires and reviews.Connect security action to measurable risk reduction by bringing active threats, exposures, and findings into year-round compliance workflows. The Cyber GRC also uses AI-powered assistants for compliance workflows and third-party assessments. These capabilities support policy management, third-party risk management, risk registers, audit-ready reporting, and optional PCI Approved Scanning Vendor scanning.
“Preemptive security goes beyond detecting and responding to threats. Organizations need to continuously understand where risk exists, whether controls are working, and where action is needed before gaps become incidents,” said Corey Thomas, Executive Chairman of Rapid7. “By bringing GRC into our platform, Rapid7 Cyber GRC connects what teams detect, what they fix, and what they can prove, turning compliance from a point-in-time exercise into an active part of security operations.”
Since launching Cyber GRC in early access in May 2026, Rapid7 has advanced the offering through customer validation, commercial adoption, and an expanding assurance partner ecosystem. Early customers included GetWell Networks and SelectQuote Insurance Services, demonstrating demand among organizations seeking to connect security operations with continuous compliance.
"What excites me most about Rapid7 Cyber GRC is the ability to use the wealth of security data, asset inventories, and API connectivity already available to us to produce more accurate, timely, and defensible risk reporting,” said Bill Theissen, Managing Partner and Vice President of Consulting Services at Cyber Watch. “Just as important, the platform helps bridge the divide between security engineering and GRC teams through a shared view of risk and a common language for communicating it."
Rapid7 is also building an ecosystem of audit, assurance, and GRC partners that extends continuous assurance beyond the platform. Partners including HITRUST, Insight Assurance, and 360 Advanced help organizations support certification and compliance programs across frameworks such as SOC 2, ISO 27001, HITRUST, CMMC, and FedRAMP.
Cyber GRC is one of four platform innovations Rapid7 is showcasing at Black Hat USA 2026 as part of its broader Preemptive Security strategy, alongside:
AI-Accelerated Exposure Discovery & Visibility, which applies natural language querying and AI-generated summaries to help teams surface exposures faster, identify software risk across the full technology stack, and communicate risk posture clearly to the business.Preemptive MDR Alerts, which surface high-confidence threats before they escalate into incidentsAgentic SOC, which applies AI agents to accelerate investigations and guide response while preserving analyst control over high-impact decisions. Together, these innovations extend Rapid7’s vision for Preemptive Security; helping organizations anticipate risk, continuously validate defenses, and disrupt attacks before they become incidents.
Attendees can experience live demonstrations and expert-led sessions at Rapid7 Booth #2445 in the Black Hat USA Business Hall, as well as at the company’s private space at Border Grill in Mandalay Bay. Join Rapid7 at Black Hat 2026.
About Rapid7
Rapid7, Inc. (NASDAQ: RPD) is a global leader in AI-powered managed cybersecurity operations, trusted to advance organizations’ cyber resilience. Open and extensible, the Rapid7 Command Platform integrates security data, enriching it with AI, threat intelligence, and 25 years of expertise and innovation to reduce risk and disrupt attackers. As a recognized leader in preemptive managed detection and response (MDR), Rapid7 unifies exposure and detection to transform the cybersecurity operations of more than 11,500 customers worldwide. For more information, visit our website, check out our blog, or follow us on LinkedIn or X.
Media Contact
Christine Nurnberger
SVP Global Marketing and Growth [email protected]
(857) 216-7804
ABM spustila v terminálu B na letišti LaGuardia pilotní program autonomních robotů pro inspekci a úklid. Součástí je i jeden z prvních robotických „psů“ v terminálu amerického letiště.
NEW YORK, July 28, 2026 (GLOBE NEWSWIRE) -- ABM (NYSE: ABM), a leading provider of facility, engineering and infrastructure solutions, announced today the launch of a robotics program at LaGuardia Airport’s award-winning Terminal B. In partnership with LaGuardia Gateway Partners (LGP), the operator of Terminal B, ABM is introducing both autonomous inspection and cleaning robots — including one of the first robotic quadruped “dogs” to be deployed in a U.S. airport terminal.
The pilot program is the latest step in ABM’s long-standing collaboration with LGP to deliver world-class guest experiences and operational excellence. Terminal B has already achieved global recognition as the first terminal in North America to earn the prestigious 5-Star Rating from Skytrax and was named the “World’s Best New Airport Terminal” in 2023.
Building on the successful deployment of the ABM Performance Solutions integrated facilities model and ABM Connect™ for Aviation, which leverage sensor data, IoT, and AI to optimize operations, the ABM robotics deployment will further enhance safety, efficiency, and the passenger experience across Terminal B.
Robotics in Action at Terminal B
The pilot features three advanced robotic platforms, designed to complement and support ABM’s human workforce and elevate the terminal environment:
Robotic Dog – In partnership with Skild.ai, ABM is deploying a four-legged inspection robot, marking one of the first appearances of a robotic dog in an American airport. Skild AI is building a general-purpose robot brain for any robot morphology and task. Passengers may see the robot inspecting airport facilities, where it will quietly and efficiently support ABM staff in maintaining a safe, clean, and welcoming space.
Autonomous Floor Scrubbers – Complementing the inspection role of the robotic quadruped dog, these purpose-built scrubbers, in partnership with CenoBots, leverage advanced 3D LiDAR navigation and intelligent mapping to deliver consistent, high-quality floor cleaning. With the ability to run up to six hours autonomously, automatically recharge, and minimize downtime, the scrubbers help ABM redeploy staff to higher-value guest-facing tasks, while ensuring Terminal B continues to set the industry standard for cleanliness.
Autonomous Vacuums: Complementing the floor scrubbers, these dual-function autonomous units, deployed in partnership with CenoBots, use advanced navigation and intelligent mapping to capture both fine dust and larger debris across high-traffic terminal areas. Designed for continuous operation with self-charging capability, they help reduce manual effort, improve cleaning consistency, and enable ABM team members to focus on higher-value, guest-facing tasks, while maintaining Terminal B’s industry-leading standard of cleanliness. Together, these platforms demonstrate how robotics, AI, and ABM Connect for Aviation work in unison to enhance facility performance, deliver measurable ROI, and create meaningful improvements in the passenger journey.
“Airports are among the most dynamic environments in the world, and Terminal B is the perfect stage to demonstrate how robotics, AI, and data integration can transform facility operations,” said Sean Bromfield, President of Aviation, ABM. “This pilot underscores ABM’s leadership in anticipating our clients’ evolving needs and investing in real, ROI-driven innovation. Robotics and AI are not about replacing people but empowering them—freeing our teams to focus on the work that most directly impacts travelers and strengthens the guest experience.”
“LaGuardia Terminal B has become a global benchmark for excellence in guest experience, and this robotics pilot takes our innovation commitment to the next level,” said Suzette Noble, Chief Executive Officer, LaGuardia Gateway Partners. “We are proud to partner with ABM to test emerging technologies that align with our vision for a smarter, safer, and more seamless airport journey.”
About ABM
ABM (NYSE: ABM) is one of the world’s largest providers of integrated facility, engineering, and infrastructure solutions. Every day, our over 100,000 team members deliver essential services that make spaces cleaner, safer, and efficient, enhancing the overall occupant experience.
ABM serves a wide range of market sectors including commercial real estate, aviation, mission critical, and manufacturing and distribution. With over $8 billion in annual revenue and a blue-chip client base, ABM delivers innovative technologies and sustainable solutions that enhance facilities and empower clients to achieve their goals. Committed to creating smarter, more connected spaces, ABM is investing in the future to meet evolving challenges and build a healthier, thriving world. ABM: Driving possibility, together.
For more information, visit www.abm.com
About LaGuardia Gateway Partners
LaGuardia Gateway Partners (LGP) is the private manager and developer of the new award-winning, state-of-the-art LaGuardia Terminal B. LGP is composed of Vantage Group and Meridiam for development and equity investment with Vantage Group leading the terminal management.
The Port Authority of New York and New Jersey is undertaking a historic redevelopment of LaGuardia Airport, of which Terminal B is one part. LGP won the bid issued by the Port Authority to deliver the extensive capital redevelopment project of Terminal B and provide worldclass terminal facilities and operations for passengers and airlines. In 2022, the $5.1B Terminal B project – a public-private partnership – finished on time and budget. In 2023, LaGuardia Terminal B became the first airport terminal in North America to be awarded a perfect 5-star rating for customer experience by Skytrax.
LaGuardia Terminal B is home to Air Canada, American Airlines, Frontier Airlines, JetBlue Airways, Porter Airlines, Southwest Airlines, and United Airlines.
Whirlpool zveřejní odložené výsledky 3. srpna, zatímco opční trh počítá s 11% pohybem akcie. Slabý trh s bydlením a utlumená poptávka po spotřebním zboží zvyšují nejistotu kolem výhledu.
This is a fair market value price provided by Massive. Learn more.
52-Week Range$35.45▼
$96.57P/E Ratio13.25
Price Target$51.22
Options markets are currently pricing an aggressive 11% swing for Whirlpool NYSE: WHR ahead of the delayed Aug. 3 earnings report. While the scheduling shift stems from CEO Marc Bitzer's recovery from a minor bicycle accident, the outsized volatility premium reflects deeper structural uncertainty in consumer durables and a housing market in stagnation.
By looking at the pricing of at-the-money straddles expiring just after the report release, investors can see market makers are bracing for severe turbulence. Whirlpool sits at the direct intersection of consumer credit health and real estate velocity.
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As a leading proxy for new home builds and extensive renovations, the upcoming guidance update will heavily dictate market sentiment for the broader housing and home improvement sectors. Understanding the underlying metrics driving this implied move turns this specific earnings report into one of the most critical macro tells of the quarter.
Pouring the Foundation: Appliances and Home SalesIn the consumer durables sector, appliance revenues historically lag existing home turnover by three to six months. With annualized existing home sales stagnating near 4.09 million units through mid-2026, the frozen real estate market is translating directly into a dormant replacement cycle.
High interest rates have trapped homeowners in their current mortgages, a phenomenon that severely limits the organic turnover naturally driving big-ticket discretionary purchases. A consumer moving into a newly purchased existing home often initiates a remodeling cycle by upgrading the kitchen suite or laundry machines.
When transaction velocity drops, that cascading effect on consumer durables creates a measurable revenue vacuum.
Management recently compared the 10% first-quarter industry demand drop directly to conditions during the global financial crisis. The delayed August earnings report will capture the severity of the real estate freeze experienced earlier this year, moving the narrative from theoretical macro headwinds to quantifiable margin compression.
Structural Flaws: Debt Loads and Margin DecayLooking closely at the underlying financials reveals severe distress beneath the surface. Whirlpool is trading down roughly 47% year to date, hovering near its 52-week low of $35.45. While the trailing price-to-earnings ratio is 12.79, the forward price-to-earnings ratio of 32.67 signals market expectations of a sharp earnings contraction. The price-to-book ratio is at a low of 0.78, reflecting a deep discount on Whirlpool's assets by institutional investors.
Profitability metrics highlight the operational strain. Net margins are heavily compressed at 1.08%, with pre-tax margins of 2.15% and a return on equity of 7.68%. S&P Global recently downgraded the corporate credit rating to BB, projecting adjusted leverage will remain elevated near 4.9x through the end of the year. This heavy debt load, combined with a half-billion-dollar inventory glut, restricts free cash flow and operational flexibility.
To preserve capital and ensure survival, Whirlpool officially suspended dividends in May 2026, pivoting aggressively to prioritize paying down over $900 million in debt and to shift to an asset-based revolver. Reeling from the invalidation of emergency tariffs and multiyear inflationary pressures, the manufacturer implemented a 10% price hike in April, followed by a planned 4% list-price increase in July.
Goldman Sachs recently downgraded the stock to neutral, citing a 15% collapse in discretionary appliance purchases and forecasting North American shipments to decline an additional 4% for the full year. Raising prices into a collapsing demand curve rarely expands margins. It typically accelerates volume decay. Consumers are opting to repair rather than replace large units, a shift evident in the isolated 13.5% growth forecast within Whirlpool's small domestic appliances and spare parts divisions.
Remodeling the Boardroom: Appaloosa Steps InThe 11% implied options move is not entirely driven by macroeconomic uncertainty. Idiosyncratic risks are heavily polluting the volatility premium. Appaloosa Management, led by billionaire David Tepper, initiated a hostile public campaign against Whirlpool earlier in 2026. The activist fund criticized board governance and capital allocation, noting a 52% total shareholder loss under current executive tenure and condemning recent recapitalization strategies as highly dilutive.
Activist investors target durable goods manufacturers when they spot fixable inefficiencies in cash flow generation. In an effort to bypass traditional retail bottlenecks and improve margins, Whirlpool is accelerating its direct-to-consumer marketing push through a new collaboration with GrowthLoop. While building a direct sales channel offers long-term higher-margin potential, it requires significant upfront capital expenditure at a time when the balance sheet is already under severe duress. The options market is pricing in balance-sheet survival just as much as it reflects broader real estate velocity.
Whirlpool Corporation (WHR) Price Chart for Tuesday, July, 28, 2026
Collateral Damage: Downstream Retail ContagionDistress at the original equipment manufacturer level rarely stays contained. If Whirlpool fails to clear its backlog despite recent cost-cutting measures, it becomes a direct headwind for major distribution partners. A downward guidance revision from Whirlpool will serve as an immediate warning shot for home improvement giants like Home Depot NYSE: HD and Lowe's NYSE: LOW.
These retailers rely heavily on big-ticket replacements to drive seasonal revenue and support operating margins. When consumers defer large purchases, retailers lose the high-value transactions that pad quarterly earnings, along with the lucrative installation and extended warranty attachments that accompany them. The appliance backlog at the manufacturing level signals imminent margin compression for these downstream players, making Whirlpool's inventory health a leading indicator for broader retail contraction.
Final Walkthrough: Navigating the Implied MoveNavigating an aggressive double-digit implied move requires separating company-specific balance sheet maneuvers from broader macroeconomic signals. The underlying demand metrics provided during the upcoming call will offer a clear read on distressed consumers.
Cautious investors might monitor Whirlpool's forward guidance on Aug. 3 as a health check before adjusting exposure to the broader housing and home remodeling sectors. If management confirms sustained demand compression and an inability to pass costs on to consumers, it could trigger a reassessment of valuations across homebuilders and home improvement retailers. Those tracking the structural shifts in the physical economy can use this data point to map the trajectory of consumer discretionary spending heading into the fall.
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Wall Street čeká, že Revvity při výsledcích za čtvrtletí končící v červnu vykáže zisk 1,23 USD na akcii, tedy meziročně o 4,2 % více, při tržbách 704,54 mil. USD (-2,2 %).
Wall Street expects a year-over-year increase in earnings on lower revenues when Revvity (RVTY - 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 earnings report, which is expected to be released on August 4, 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 maker of scientific instruments is expected to post quarterly earnings of $1.23 per share in its upcoming report, which represents a year-over-year change of +4.2%.
Revenues are expected to be $704.54 million, down 2.2% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. 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 Revvity?For Revvity, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Revvity 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 Revvity would post earnings of $1.02 per share when it actually produced earnings of $1.06, delivering a surprise of +3.92%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Revvity 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 ResultsAmong the stocks in the Zacks Medical Services industry, BrightSpring Health Services, Inc. (BTSG - Free Report) , is soon expected to post earnings of $0.37 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +68.2%. This quarter's revenue is expected to be $3.65 billion, up 16% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for BrightSpring Health Services, Inc. has been revised 2.2% down to the current level. Nevertheless, the company now has an Earnings ESP of -1.35%, reflecting a lower Most Accurate Estimate.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that BrightSpring Health Services, Inc. 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.
Enlight Renewable Energy Ltd. (ENLT - 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 4, 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 company is expected to post quarterly earnings of $0.07 per share in its upcoming report, which represents a year-over-year change of +600%.
Revenues are expected to be $188.39 million, up 39.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 2.94% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Enlight Renewable Energy Ltd.?For Enlight Renewable Energy Ltd., 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 -42.75%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Enlight Renewable Energy Ltd. 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 Enlight Renewable Energy Ltd. would post earnings of $0.07 per share when it actually produced earnings of $0.08, delivering a surprise of +14.29%.
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.
Enlight Renewable Energy Ltd. 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 PlayerCrescent Energy (CRGY - Free Report) , another stock in the Zacks Alternative Energy - Other industry, is expected to report earnings per share of $0.59 for the quarter ended June 2026. This estimate points to a year-over-year change of +37.2%. Revenues for the quarter are expected to be $1.23 billion, up 37.2% from the year-ago quarter.
The consensus EPS estimate for Crescent Energy has been revised 18.4% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -8.94%.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that Crescent Energy will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
RingCentral za poslední měsíc posílil o 37,4 % a v předchozí seanci vystřelil na nové 52týdenní maximum 55,3 USD. Firma navíc už čtyři čtvrtletí po sobě překonala odhady zisku.
A strong stock as of late has been RingCentral (RNG - Free Report) . Shares have been marching higher, with the stock up 37.4% over the past month. The stock hit a new 52-week high of $55.3 in the previous session. RingCentral has gained 85.9% since the start of the year compared to the 9.6% move for the Zacks Computer and Technology sector and the 9.4% return for the Zacks Internet - Software and Services industry.
What's Driving the Outperformance?The stock has a great record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on July 23, 2026, RingCentral reported EPS of $1.22 versus consensus estimate of $1.17 while it beat the consensus revenue estimate by 1.03%.
For the current fiscal year, RingCentral is expected to post earnings of $4.93 per share on $2.64 in revenues. This represents a 13.07% change in EPS on a 4.79% change in revenues. For the next fiscal year, the company is expected to earn $5.31 per share on $2.76 in revenues. This represents a year-over-year change of 7.73% and 4.76%, respectively.
Valuation MetricsWhile RingCentral has moved to its 52-week high over the past few weeks, investors need to be asking, what is next for the company? A key aspect of this question is taking a look at valuation metrics in order to determine if the company is due for a pullback from this level.
On this front, we can look at the Zacks Style Scores, as they provide investors with an additional way to sort through stocks (beyond looking at the Zacks Rank of a security). The individual style scores for Value, Growth, Momentum and the combined VGM Score run from A through F. Investors should consider the style scores a valuable tool that can help you to pick the most appropriate Zacks Rank stocks based on their individual investment style.
RingCentral has a Value Score of A. The stock's Growth and Momentum Scores are A and C, respectively, giving the company a VGM Score of A.
In terms of its value breakdown, the stock currently trades at 10.9X current fiscal year EPS estimates, which is not in-line with the peer industry average of 12.9X. On a trailing cash flow basis, the stock currently trades at 8X versus its peer group's average of 11.7X. Additionally, the stock has a PEG ratio of 0.89. This is good enough to put the company in the top echelon of all stocks we cover from a value perspective, making RingCentral an interesting choice for value investors.
Zacks RankWe also need to look at the Zacks Rank for the stock, as this is even more important than the company's VGM Score. Fortunately, RingCentral currently has a Zacks Rank of #2 (Buy) thanks to rising earnings estimates.
Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if RingCentral passes the test. Thus, it seems as though RingCentral shares could still be poised for more gains ahead.
Perp kontrakt Hyperliquidu na SK Hynix krátce spadl o 17,9 % 28. července po neobvyklém předobchodním obchodu v Jižní Koreji, který se propsal do cenotvorby oraclem. Incident vyšetřuje Trade.xyz.
Hyperliquid’s SK Hynix perpetual contract briefly fell about 17.9% on July 28 after an unusually low pre-market trade in South Korea fed into the contract’s oracle pricing.
Summary
17.9% intraday decline followed one anomalous NXT trade involving only a single SK Hynix share. Trade.xyz operates the SKHX market and is investigating the oracle-driven move, Hyperliquid representatives said publicly. HIP-3 deployers control oracle inputs, leverage settings and settlements for markets they independently create themselves. The market, officially listed as xyz:SKHX, tracks the U.S. dollar value of one common SK Hynix share traded in South Korea. Hyperliquid’s interface displays the contract as SKHYNIX-USDC and permits leverage of up to 10 times.
A Hyperliquid representative said the market was deployed and operated by Trade.xyz under the HIP-3 framework. Trade.xyz is investigating and plans to publish an update after reaching a conclusion, according to a statement reported by ChainThink.
Hyperliquid Community Addresses SK Hynix Perp Anomaly: Deployed by XYZ and Under Investigation
Hyperliquid’s xyz:SKHYNIX perpetual contract briefly fell 17.9% after an anomalous pre-market trade in South Korea’s NXT market priced one SK Hynix share at KRW 1.272 million,… pic.twitter.com/7dpHsi5Ks0
— Wu Blockchain (@WuBlockchain) July 28, 2026 One SK Hynix share triggered the initial price anomaly
The disruption began shortly after South Korea’s alternative exchange, NextTrade, opened its pre-market session. One SK Hynix share changed hands at 1.272 million won, 29.96% below the previous close of 1.816 million won.
The trade briefly placed the stock at its daily lower price limit. Korean reports attributed the print to a possible order error combined with limited liquidity during the early session. The underlying price later moved back above that isolated trade.
On-chain tracker HyperInsight said SKHX dropped from about $1,128.20 to $927 as the external price change moved through the oracle and mark-price system. The contract later recovered above $1,100.
The event occurred during a broader decline in South Korean semiconductor shares. SK Hynix closed the regular Seoul session at 1.55 million won, down 14.65%, although that closing move was less severe than the initial one-share print.Trade.xyz documentation states that the SKHX oracle tracks one SK Hynix common share and converts its Korean won price into U.S. dollars using the prevailing exchange rate.
That design allowed the unusual NXT transaction to affect the on-chain contract even though it involved only one share. Leveraged positions linked to the mark price could then face liquidations or automatic deleveraging as the contract moved lower.
DefiLlama’s later snapshot showed SKHX at approximately $1,067, down 13.7% over 24 hours. Open interest stood near $406 million after falling about 20%, while daily volume exceeded $1 billion. These figures can continue changing as positions are opened and closed.
There is no verified evidence that Hyperliquid’s blockchain or smart contracts were compromised. The available information points to an external market print passing through Trade.xyz’s pricing methodology.
HIP-3 makes Trade.xyz responsible for market operation HIP-3 allows independent teams to launch perpetual markets on Hyperliquid while using the network’s order books, margin system and liquidation engine. The deployer defines the contract, selects its oracle and controls leverage limits and settlement.
Hyperliquid’s API documentation says deployers supply oracle prices, external perpetual prices and as many as two additional mark-price inputs. The protocol combines those values with a local price based on the best bid, best offer and latest trade. Deployers are expected to consider unusual market conditions when designing price feeds. They must stake 500,000 HYPE and can face slashing for misconduct involving their markets.
As previously reported, Hyperliquid’s HIP-3 framework places oracle selection and market controls with outside deployers. That structure expands the number of tradable assets but makes each deployer’s price methodology central to risk management.
Trade.xyz has not published its conclusion Trade.xyz had not issued a final incident report when checked. Key unanswered questions include which NXT price inputs entered the oracle, whether filters operated as designed and whether any safeguards will change.
The market remained active after the disruption. Hyperliquid’s documentation allows deployers to halt trading, adjust open-interest limits or settle a contract, but no permanent SKHX suspension had been announced.
Notably, other decentralised exchanges have also introduced perpetual contracts for Korean stocks, increasing the links between thin local trading sessions and continuously operating crypto derivatives.
The next verified update is expected from Trade.xyz. Any final assessment should clarify whether the contract behaved according to its published rules or whether its oracle methodology requires changes.
