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

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

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

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

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

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

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

, /PRNewswire/ --

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

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

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

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

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

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

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

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

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

     Laurence Rosen, Esq.
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SOURCE THE ROSEN LAW FIRM, P. A.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Phillips Edison & Company, which belongs to the Zacks REIT and Equity Trust - Retail industry, posted revenues of $189.62 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.45%. This compares to year-ago revenues of $177.75 million. The company has topped consensus revenue estimates three times over the last four quarters.

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

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

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

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

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

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $0.69 on $193.5 million in revenues for the coming quarter and $2.76 on $769.95 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Retail is currently in the top 30% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Tanger (SKT - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 4.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Should You Invest $1,000 in Origin Bancorp Right Now?Before you consider Origin Bancorp, you'll want to hear this.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Should You Invest $1,000 in Boston Beer Right Now?Before you consider Boston Beer, you'll want to hear this.

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

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

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

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

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

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

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

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

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

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

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $10.79 on $2.98 billion in revenues for the coming quarter and $43.09 on $11.89 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Building Products - Air Conditioner and Heating is currently in the top 20% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Carrier Global (CARR - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on July 28.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

[You may also click here for additional information]

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

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

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

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

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

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

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

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

Follow us for updates on LinkedIn, on X, or on Facebook.

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

What is the Peabody Energy securities fraud lawsuit about?

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

Who may be eligible to participate in the lawsuit?

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

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

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

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

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

Why should investors contact Faruqi & Faruqi, LLP?

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

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

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

Source: Faruqi & Faruqi LLP

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

Company Participants

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

Conference Call Participants

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

Presentation

Operator

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

M. Waddell
Vice Chairman, President & CEO

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

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

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

AppFolio, Inc. (APPF) Q2 2026 Earnings Call Prepared Remarks Transcript

Rollins NYSE: ROL reported second-quarter 2026 results that management said fell short of expectations, as slower growth in parts of its residential pest control business offset stronger performance in commercial, termite and ancillary services.

For the quarter ended June 2026, Hilltop Holdings (HTH - Free Report) reported revenue of $315.81 million, up 4.1% over the same period last year. EPS came in at $0.63, compared to $0.57 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $300.75 million, representing a surprise of +5.01%. The company delivered an EPS surprise of +50%, with the consensus EPS estimate being $0.42.

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

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

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

Average Outstanding Balance - Interest-earning assets, gross: $14.47 billion versus $14.61 billion estimated by three analysts on average.Non-accrual loans: $54.8 million compared to the $59.65 million average estimate based on three analysts.Net Interest Margin: 3.2% versus 3.1% estimated by three analysts on average.Non-performing assets: $62.27 million compared to the $74.78 million average estimate based on three analysts.Efficiency Ratio: 55% compared to the 85.9% average estimate based on two analysts.Net Interest Income (FTE): $116.7 million versus $112.85 million estimated by three analysts on average.Net Interest Income: $115.85 million compared to the $112.06 million average estimate based on three analysts.Total Noninterest Income: $199.96 million versus the three-analyst average estimate of $188.64 million.Investment banking, advisory and administrative fees: $44.2 million compared to the $41.21 million average estimate based on two analysts.Mortgage loan origination fees: $30.29 million versus $22.93 million estimated by two analysts on average.Net gains from sale of loans and other mortgage production income: $48.58 million compared to the $48.86 million average estimate based on two analysts.Principal transactions, commissions and fees: $64.2 million versus the two-analyst average estimate of $59.15 million.View all Key Company Metrics for Hilltop Holdings here>>>

Shares of Hilltop Holdings have returned -2.7% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

Thursday will go down in history as a major day in the history of the businesses that comprise Comcast (CMCSA -6.80%). Not only did the entertainment company’s high-profile Peacock streaming service log its first profitable quarter (at least by one metric), it also announced plans to effectively split itself in two.

There was a lot to digest in Comcast’s Thursday developments. So let’s not waste any time and dive right into them.

Image source: Getty Images.

One business flew well higherThe Peacock news was tucked inside Comcast’s second-quarter results, which were published well before market open that day.

For the period, total revenue slid by a little over 1% year over year to $29.4 billion, while net income not under generally accepted accounting principles (non-GAAP, or adjusted), declined notably more steeply. It tumbled by 20% to $3.7 billion, or $1.04 per share.  

Despite the decreases, Comcast’s key figures exceeded the average analyst estimates. The pundit consensus for revenue was under $29.3 billion, while that for adjusted net profit was $0.96 per share.

The larger of the company’s two primary reporting units, connectivity and platforms (essentially the broadband and cable infrastructure operations), saw its revenue dip by 3% to just under $19.8 billion. The division’s profitability also sank, with its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) withering by almost 6% to just under $8 billion.

Comcast attributed this to weakness in the residential segment, which was responsible for almost 87% of the unit’s revenue. The far smaller business segment saw a 3.7% rise, but this wasn’t enough to offset residential’s 4.3% slump.

Content and experiences, the business that will form the core and bulk of the NBCUniversal spinoff, was a movie with quite a different ending. It managed to crank its revenue 23% higher to $10.7 billion, while its adjusted EBITDA improved by 7% over the year-ago quarter to $1.3 billion.

Numerous pieces of Comcast content scored with audiences during the quarter. Millions of people were glued to their TVs or smart devices watching the FIFA World Cup and the high-profile reality show Love Island USA, for example. Also, ticket sales were brisk for silver screen offerings like The Super Mario Galaxy Movie and, especially, the low-budget sleeper horror hit Obsession.

Peacock deserves special mention here for that inaugural profitability milestone. Specifically, revenue and adjusted EBITDA “related” to the streaming service clocked in at $1.9 billion and $189 million, respectively. Those numbers were vast improvements over the $1.2 billion and $101 million of the second quarter of 2025.

Finally, Comcast’s eliminations of transactions within and between its business units totaled slightly over $1 billion during the period.

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Leaving the nestThe more important news item from Comcast is that it’s spinning off those growing media assets — plus the division’s theme parks and the U.K.-based media and telecom business Sky — to form the basis of NBCUniversal (Comcast will continue with most of the residential connectivity and platforms unit). Current Comcast shareholders will retain their Comcast stock and receive a tax-free distribution of NBCUniversal equity.

The exact number of shares hasn’t been made public yet. Comcast said it expects the spinoff to be completed in about one year.

Does any of this sound familiar? It should, because this isn’t Comcast’s first major business divestment in recent times. Early this year, it separated its legacy cable channels into a new standalone business, Versant Media Group (VSNT -1.74%).

In the press release trumpeting the coming spinoff, Comcast quoted co-CEO Mike Cavanagh as saying that the legacy company “will continue to build on its leadership in connectivity, while NBCUniversal, together with Sky, will have the scale, brands, content, and financial resources to compete as a premier global media and entertainment company.”

Cavanagh, incidentally, is to be the sole CEO of NBCUniversal. CFO Michael Angelakis will serve as CEO of the slimmed-down Comcast. He was formerly the company’s CFO.

A tale of 2 businessesWhat are we to make of all this? As with Versant, splitting Comcast’s business makes sense. Connectivity is a mature, relatively stable, cash-generating business, while media is a more volatile growth play. Having both under the same corporate structure risks failing to realize the full potential of either.

I think NBCUniversal, especially with Peacock’s impressive flight into profitability, will be an attractive stock straight out of the nest. After the split, legacy Comcast will likely pay most of the company’s present high-yield dividend (which pays out at 5.6%). So ideally, it’ll be a low-risk income stock.

There was much to like in Comcast’s second quarter, enough to consider holding on to both the new Comcast and NBCUniversal when the spinoff comes. I’m intrigued to see how the major upcoming development in the entertainment giant’s story unfolds.

On July 23, 2026, Bruker Corp (BRKR) shares rose 4.0% today, bringing the current price to $62.15. The stock has shown a strong performance over the last year,

In the latest close session, ATI (ATI - Free Report) was up +2.17% at $199.84. The stock's change was more than the S&P 500's daily loss of 1.21%. On the other hand, the Dow registered a loss of 0.97%, and the technology-centric Nasdaq decreased by 2.15%.

Heading into today, shares of the maker of steel and specialty metals had lost 1.01% over the past month, outpacing the Aerospace sector's loss of 3.53% and lagging the S&P 500's gain of 0.42%.

Market participants will be closely following the financial results of ATI in its upcoming release. The company plans to announce its earnings on August 6, 2026. In that report, analysts expect ATI to post earnings of $1.03 per share. This would mark year-over-year growth of 39.19%. Our most recent consensus estimate is calling for quarterly revenue of $1.22 billion, up 6.98% from the year-ago period.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $4.49 per share and a revenue of $4.97 billion, representing changes of +38.58% and +8.4%, respectively, from the prior year.

It's also important for investors to be aware of any recent modifications to analyst estimates for ATI. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the past month, there's been a 1.27% rise in the Zacks Consensus EPS estimate. Right now, ATI possesses a Zacks Rank of #2 (Buy).

Digging into valuation, ATI currently has a Forward P/E ratio of 43.58. This represents a premium compared to its industry average Forward P/E of 37.73.

It's also important to note that ATI currently trades at a PEG ratio of 1.56. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Aerospace - Defense Equipment was holding an average PEG ratio of 2.31 at yesterday's closing price.

The Aerospace - Defense Equipment industry is part of the Aerospace sector. At present, this industry carries a Zacks Industry Rank of 72, placing it within the top 30% of over 250 industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

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

In the latest close session, Diamondback Energy (FANG - Free Report) was up +1.22% at $205.49. The stock's performance was ahead of the S&P 500's daily loss of 1.21%. Elsewhere, the Dow saw a downswing of 0.97%, while the tech-heavy Nasdaq depreciated by 2.15%.

The stock of energy exploration and production company has risen by 10.65% in the past month, leading the Oils-Energy sector's gain of 5.23% and the S&P 500's gain of 0.42%.

The investment community will be paying close attention to the earnings performance of Diamondback Energy in its upcoming release. The company is slated to reveal its earnings on August 3, 2026. The company is expected to report EPS of $6.08, up 127.72% from the prior-year quarter. Alongside, our most recent consensus estimate is anticipating revenue of $4.82 billion, indicating a 31.08% upward movement from the same quarter last year.

For the full year, the Zacks Consensus Estimates are projecting earnings of $18.9 per share and revenue of $18.37 billion, which would represent changes of +41.36% and +22.23%, respectively, from the prior year.

It is also important to note the recent changes to analyst estimates for Diamondback Energy. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 5.72% lower. As of now, Diamondback Energy holds a Zacks Rank of #3 (Hold).

In terms of valuation, Diamondback Energy is presently being traded at a Forward P/E ratio of 10.74. This signifies a premium in comparison to the average Forward P/E of 10.42 for its industry.

The Oil and Gas - Exploration and Production - United States industry is part of the Oils-Energy sector. This group has a Zacks Industry Rank of 208, putting it in the bottom 16% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.

On July 23, 2026, The Toro Co (TTC) shares fell 3.5% to a current price of $91.58. This decline comes amidst a 52-week trading range of $67.64 to $105.19, refle

3 Analyst-Backed Stocks the Market Is Getting Totally WrongOld Republic International NYSE: ORI reported lower second-quarter operating earnings as weaker specialty insurance underwriting results offset a stronger performance in its title insurance segment, management said on the company’s earnings call.

President and CEO Craig Smiddy said consolidated pre-tax operating income was $238 million in the second quarter of 2026, down from $268 million in the prior-year period. The consolidated combined ratio was 95.3%, compared with 93.6% a year earlier. The company’s annualized operating return on beginning equity was 12.1%, while book value per share, including dividends, increased 7.2% during the first six months of the year.

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Chief Financial Officer Frank Sodaro said net operating income was $186 million, or $0.76 per share, compared with $209 million, or $0.83 per share, in the second quarter of 2025.

Specialty Insurance Results Weaken on Reserve Strengthening Old Republic’s specialty insurance segment produced $199 million of pre-tax operating income, down from $254 million a year earlier. Net premiums earned increased 2.3% from the second quarter of 2025, while net premiums written rose 1.6% after excluding what Smiddy described as “noise” related to an auto warranty business written in the company’s auto warranty operating company.

The specialty insurance combined ratio rose to 95.5% from 90.7% a year earlier. Smiddy said the segment’s loss ratio was 65.9%, including 0.3 percentage points of unfavorable prior-year loss reserve development. That compared with a 62.5% loss ratio in the prior-year quarter, which included 2.9 percentage points of favorable development.

Sodaro said the company’s runoff transactional risk business had “poor claims experience,” which led to $40 million of reserve strengthening in the quarter. He noted that Old Republic placed the business into runoff in 2024. Outside of that runoff business, Sodaro said property and commercial auto had significant favorable reserve development, workers’ compensation had favorable development that was “considerably lower” than the prior year, and general liability had a moderate level of unfavorable development.

Smiddy said the specialty insurance expense ratio was 29.6%, up from 28.2% a year earlier, with most of the increase tied to investments in new specialty operating companies, technology modernization, data analytics and artificial intelligence.

Commercial Auto Rates Rise, Workers’ Compensation Premiums Decline In commercial auto, net premiums written rose 3.6% in the quarter, and the loss ratio was 69.4%, about 1 percentage point better than a year earlier. Smiddy said the improvement reflected a higher level of favorable prior-year reserve development, partially offset by a more conservative current accident-year loss ratio.

Rate increases in commercial auto were in the high teens and were higher than in the first quarter, Smiddy said, adding that the increases were greater than current loss trends the company is observing. He also said commercial auto retention ratios improved as competitors began implementing higher rate increases in response to higher loss trends.

Workers’ compensation net premiums written fell 8.4% in the quarter. The loss ratio was 60.6%, compared with 48.5% in the second quarter of 2025, with most of the change tied to a larger amount of favorable prior-year reserve development in the year-ago quarter. Smiddy said Old Republic held workers’ compensation rates flat, severity loss trends remained consistent and frequency loss trends continued to decline.

Smiddy said the company is seeing “some top-line pressure stemming from generally a competitive marketplace” but remains focused on risk-adequate pricing. In response to an analyst question about property pricing, he said catastrophe-exposed property is not a large part of Old Republic’s portfolio and that total property rates were down about 7.5% for the company.

Title Insurance Revenue and Profitability Improve Old Republic’s title insurance segment reported premium and fee revenue of $773 million, up 11% from the second quarter of 2025, according to Carolyn Monroe, president and CEO of Old Republic National Title Insurance Group. Smiddy said title premiums and fees increased 10%, while the segment generated $56 million of pre-tax operating income, up from $24 million a year earlier.

Monroe said residential transactions improved after a slow seasonal start, while commercial activity remained strong. Premiums produced in direct title operations increased 6%, while agency-produced premiums rose 12% and represented 78% of revenue, up from 77% in the prior-year quarter.

Commercial premiums increased and accounted for 25% of premiums earned, compared with 23% a year earlier. Monroe said the company saw “a wide mix of transactions across many segments of the commercial sector.” Asked about data center and infrastructure projects, she said data centers are large transactions that generally involve multiple title companies, and that Old Republic is also seeing activity in industrial projects and hospitality.

The title segment’s combined ratio improved to 95.1% from 99% a year earlier. Monroe said the expense ratio improved by 4 percentage points to 92.1%, with about half of the improvement tied to a one-time litigation settlement expense in the second quarter of 2025. The rest reflected operational efficiency, expense management and higher transaction volumes, partly offset by higher agent commissions due to a greater mix of agency business.

Monroe said Old Republic remains focused on improving operational efficiency and expanding margins, including through its partnership with Qualia and the rollout of a new operating system. Implementation began earlier this year and is expected to continue through the end of next year.

Investment Income, Buybacks and ECM Acquisition Sodaro said net investment income increased just over 6% in the quarter, primarily due to a larger investment base from operating results and a debt issuance completed in May. The average rate on corporate bonds acquired during the quarter was 4.9%, compared with an average yield of about 4.2% on bonds rolling off. The bond portfolio’s book yield ended the quarter at 4.8%, slightly higher than at year-end.

Book value per share was $25.33 at quarter-end. During the quarter, Old Republic paid nearly $77 million in dividends and repurchased $61 million of shares, leaving about $640 million remaining under its current repurchase program.

Smiddy said the company continues to view share repurchases as a way to return capital to shareholders but will remain opportunistic and mindful of the impact on book value per share. He said Old Republic could also consider a special dividend near year-end if it believes it has excess capital.

Management also discussed the company’s acquisition of ECM. Sodaro said Old Republic expects to report a bargain purchase gain on the acquisition next quarter and expects ECM’s results to be accretive to earnings and book value this year. ECM reported direct premiums written of just under $220 million in 2025 and ended that year with estimated GAAP equity of $145 million.

Smiddy said ECM has the same combined ratio targets as Old Republic’s other companies, between 90% and 95% over time, and that ECM produced “very strong” combined ratios in the first two quarters of 2026. He said Old Republic has eliminated ECM’s external quota share effective July 1 and is working to include ECM in its corporate treaties.

In closing, Smiddy said the company feels good about its prospects for the third and fourth quarters, citing “very solid” fundamentals in specialty insurance and brighter prospects in title insurance.

About Old Republic International (NYSE:ORI)Old Republic International Corporation, through its subsidiaries, engages in the insurance underwriting and related services business primarily in the United States and Canada. It operates through three segments: General Insurance, Title Insurance, and Republic Financial Indemnity Group Run-off Business. The General Insurance segment offers aviation, commercial auto, commercial multi-peril, commercial property, general liability, home and auto warranty, inland marine, travel accident, and workers' compensation insurance products; and financial indemnity products for specialty coverages, including errors and omissions, fidelity, directors and officers, and surety.

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On July 23, 2026, Ryder System Inc (R) shares fell 3.1% today, trading at $267.91. The stock has experienced a 52-week range between $157.67 and $284.25, reflec

Boyd Gaming (BYD - Free Report) reported $1.03 billion in revenue for the quarter ended June 2026, representing no change year over year. EPS of $1.93 for the same period compares to $1.87 a year ago.

The reported revenue represents a surprise of +0.58% over the Zacks Consensus Estimate of $1.03 billion. With the consensus EPS estimate being $1.86, the EPS surprise was +3.76%.

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

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

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

Revenues by Segment- Managed & Other: $41.3 million versus the three-analyst average estimate of $37.32 million. The reported number represents a year-over-year change of +13.1%.Revenues by Segment- Downtown Las Vegas: $52.11 million compared to the $54.35 million average estimate based on three analysts. The reported number represents a change of -5.7% year over year.Revenues by Segment- Midwest and South: $556.89 million versus the three-analyst average estimate of $551.72 million. The reported number represents a year-over-year change of +3.1%.Revenues by Segment- Las Vegas Locals: $225.9 million compared to the $223.67 million average estimate based on three analysts. The reported number represents a change of -1.4% year over year.Adjusted EBITDAR- Online: $10.59 million compared to the $7.93 million average estimate based on three analysts.Adjusted EBITDAR- Managed & Other: $30.69 million compared to the $27.96 million average estimate based on three analysts.Adjusted EBITDAR- Corporate expense: $-22.88 million versus the three-analyst average estimate of $-24.59 million.Adjusted EBITDAR- Downtown Las Vegas: $16.91 million compared to the $18.31 million average estimate based on three analysts.Adjusted EBITDAR- Midwest and South: $208.75 million compared to the $204.36 million average estimate based on three analysts.Adjusted EBITDAR- Las Vegas Locals: $106.42 million compared to the $106.18 million average estimate based on three analysts.View all Key Company Metrics for Boyd here>>>

Shares of Boyd have returned -0.3% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

Selective Insurance (SIGI - Free Report) reported $1.38 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 4%. EPS of $1.95 for the same period compares to $1.31 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.36 billion, representing a surprise of +0.96%. The company delivered an EPS surprise of +13.37%, with the consensus EPS estimate being $1.72.

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

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

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

Combined ratio: 98% versus 99.7% estimated by five analysts on average.Loss and loss expense ratio: 67.2% versus 68.9% estimated by five analysts on average.Underwriting expense ratio: 30.8% compared to the 30.8% average estimate based on five analysts.Standard Commercial Lines - Combined Ratio: 99.3% versus the three-analyst average estimate of 100.3%.Standard Personal Lines - Combined Ratio: 95.5% versus 104.1% estimated by three analysts on average.Excess and Surplus Lines - Combined Ratio: 91.8% compared to the 91% average estimate based on three analysts.Revenues- Net premiums earned: $1.22 billion versus the five-analyst average estimate of $1.21 billion. The reported number represents a year-over-year change of +2.3%.Revenues- Other income: $9.4 million compared to the $7.05 million average estimate based on five analysts. The reported number represents a change of +44.6% year over year.Revenues- Net investment income earned: $150.2 million compared to the $146.03 million average estimate based on five analysts. The reported number represents a change of +17.3% year over year.Revenues- Excess and Surplus Lines- Net Premiums Earned: $155.8 million versus the four-analyst average estimate of $158.8 million. The reported number represents a year-over-year change of +5.3%.Revenues- Standard Commercial Lines- Net Premiums Earned: $962 million versus the four-analyst average estimate of $953.02 million. The reported number represents a year-over-year change of +2.6%.Revenues- Standard Personal Lines- Net Premiums Earned: $97.6 million compared to the $98.23 million average estimate based on four analysts. The reported number represents a change of -4.7% year over year.View all Key Company Metrics for Selective Insurance here>>>

Shares of Selective Insurance have returned +0.7% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.