Key Takeaways UBS reported 2Q25 net profit of $2.39B, more than doubling from the prior year's $1.14B.Strong profits in the Wealth, Asset Management and Investment Bank units drove 1.7% revenue growth.UBS cut expenses by 5.6% and achieved 70% of the targeted $13B in cost savings from the Credit Suisse merger.UBS Group AG (UBS) reported a second-quarter 2025 net profit attributable to shareholders of $2.39 billion compared with $1.14 billion in the prior-year quarter.Results were driven by the strong perform ...

Key Takeaways Ingersoll Rand is expected to report Q2 revenues of $1.84B, up 2.1% year over year, with EPS down 3.6%.Growth in IT&S and Precision & Science segments is driven by strong orders and recent acquisitions.Rising costs and forex headwinds are likely to weigh on margins, with EBITDA margin seen down 80 bps.Ingersoll Rand Inc. (IR) is scheduled to release second-quarter 2025 results on July 31, after market close.The Zacks Consensus Estimate for Ingersoll Rand’s second-quarter earnings has remained ...

Key Takeaways SANM's Q3 revenues rose to $2.04B, beating estimates and driven by growth across multiple end markets.Integrated Manufacturing Solutions revenue grew 11.6% Y/Y, contributing over 80% of total sales.Free cash flow more than doubled Y/Y to $168.2M, bolstering Sanmina's liquidity position.Sanmina Corporation (SANM) reported strong third-quarter fiscal 2025 results, with both the top and bottom lines surpassing the Zacks Consensus Estimate. The California-based global electronics manufacturing ser ...

Materion (MTRN) came out with quarterly earnings of $1.37 per share, beating the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $1.42 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +16.10%. A quarter ago, it was expected that this supplier of engineered materials to technology companies would post earnings of $1.12 per share when it actually produced earnings of $1.13, delivering a surprise of +0.89 ...

Key Takeaways CMPR Q4 revenues rose 4.4% to $869.5M, topping estimates, led by Vista and Upload and Print segments.Adjusted EPS swung to a $1.02 loss vs. $4.33 profit a year ago, missing the $0.97 consensus estimate.Fiscal 2026 outlook sees at least $450M in adjusted EBITDA and $140M in adjusted free cash flow.Cimpress plc (CMPR) reported fourth-quarter fiscal 2025 (ended June 30, 2025) adjusted loss of $1.02 per share against the Zacks Consensus Estimate of earnings of 97 cents per share. The company had r ...

Key Takeaways IEX reported Q2 adjusted EPS of $2.07 on $865.4M revenues, beating estimates and up 7% year over year.HST segment sales surged 20% on strong organic growth and contributions from recent acquisitions.IEX expects 2025 adjusted EPS of $7.85-$7.95 and organic sales growth of about 1%.IDEX Corporation’s (IEX) second-quarter 2025 adjusted earnings of $2.07 per share surpassed the Zacks Consensus Estimate of $2.00. The bottom line was relatively flat on a year-over-year basis. Management projected ad ...

Key Takeaways Q1 EPS rose to $3.88, beating estimates by 3.2%; revenues grew 8.3% to $5.75B but missed consensus.Asia Pacific revenues fell 7% YoY, while Americas and EMEA segments posted strong double-digit gains.TT raised 2025 EPS outlook to $13.05 and expects 9% revenue growth, up from the prior full-year forecast.Trane Technologies plc (TT) reported mixed first-quarter 2025 results, wherein earnings beat the Zacks Consensus Estimate, but revenues missed the same.Adjusted EPS of $3.88 surpassed the Zacks ...

Key Takeaways Western Union's Q2 EPS of $0.42 and revenues of $1B both missed the Zacks Consensus Estimate.Weak CMT segment, Iraq revenue drop and North America retail hurt results; CS and digital units showed gains.WU cut the 2025 adjusted revenue and EPS outlook, now forecasting up to a 2.7% revenue decline from 2024.Shares of The Western Union Company (WU) have fallen 4.1% since it reported second-quarter 2025 results on July 28. The weaker-than-expected quarterly results were affected by weak performanc ...

市场表现 - 盘前期货小幅上涨 道指+20点 标普500+8点 纳斯达克+50点 债券收益率微升[1] - 卡夫亨氏季度每股收益0.69美元 超预期+7.8% VF公司亏损收窄超预期+31.5% Etsy未达共识预期-53.7%[2] 就业市场 - ADP私营部门7月新增就业10.4万人 显著高于预期的6.4万人 较6月修正值-2.3万人大幅改善[3] - 商品生产类岗位占比回升至30% 服务业占70% 休闲酒店业新增4.6万人领跑 教育医疗行业减少3.8万人[4] - 中小企业分别新增1.2万和4.6万个岗位 在职者薪资同比+4.4% 跳槽者薪资涨幅回升至+7.0%[5] - 近4个月ADP就业增长均值4.3万人 较前4个月17.3万人的均值显著放缓[6] 宏观经济 - Q2 GDP增速+3.0% 超预期+2.3% 较Q1的-0.5%明显反弹 为2024Q3以来最高[7] - 核心PCE物价指数+2.5% 超预期20个基点 消费支出增速从Q1的+0.5%回升至+1.4%[8] 重点事件 - 美联储FOMC会议将公布利率决议 预计维持4.25-4.50%不变 关注委员是否出现分歧意见[9][10] - 微软 Meta 高通 福特等公司将于盘后公布Q2财报[11]

Key Takeaways D is set to report Q2 earnings on August 1, with EPS estimated at 69 cents, suggesting 25.4% y/y growth.Earnings may have benefited from new electric rates, strong load growth and nuclear production tax credits.Headwinds include higher financing costs, share dilution and a planned nuclear unit outage.Dominion Energy (D) is scheduled to release second-quarter 2025 results on August 1, before market open. The company delivered an earnings surprise of 20.78% in the last reported quarter. Let us d ...