Tuesday, July 22, 2025The S&P 500 has tiptoed to another record closing high this afternoon, to 6309 for the first time ever — up from the 6305 closing price yesterday. The Dow and the Nasdaq were on either side of today’s flat market: +179, +0.40% on the former and -81 points, -0.39% the latter. The small-cap Russell 2000 led the major indexes for the session, +17 points, +0.79%.Homebuilders enjoyed their best trading day in recent memory following D.R. Horton (DHI) and Pulte Home (PHM) outpacing expectati ...

Capital One (COF) reported $12.49 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 31.4%. EPS of $5.48 for the same period compares to $3.14 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $12.22 billion, representing a surprise of +2.18%. The company delivered an EPS surprise of +43.08%, with the consensus EPS estimate being $3.83.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and h ...

财务表现 - 公司2025年第二季度营收达44 5亿美元 同比增长16 4% [1] - 每股收益(EPS)为1 41美元 高于去年同期的1 22美元 [1] - 营收超Zacks一致预期4 31亿美元 超出幅度达3 22% [1] - EPS超分析师预期1 32美元 超出幅度达6 82% [1] 业务分部表现 - 其他业务营收3 17亿美元 超七位分析师平均预估的2 7004亿美元 同比增长13 6% [4] - 嵌入式处理业务营收6 79亿美元 略低于七位分析师平均预估的6 879亿美元 但同比增长10 4% [4] - 模拟业务营收34 5亿美元 超七位分析师平均预估的33 9亿美元 同比增长17 9% [4] 运营利润 - 嵌入式处理业务运营利润0 85亿美元 低于两位分析师平均预估的1 0446亿美元 [4] - 模拟业务运营利润13 3亿美元 超两位分析师平均预估的12 7亿美元 [4] 股价表现 - 公司股价过去一个月上涨6 5% 同期标普500指数上涨5 9% [3] - 当前Zacks评级为3级(持有) 预示短期内可能与大市表现同步 [3] 关键指标重要性 - 投资者需关注核心业务指标而不仅是营收和盈利的同比变化 这些指标更能反映公司实际运营状况 [2] - 将关键指标与去年同期数据及分析师预期对比 有助于更准确预测股价走势 [2]

CHIHUAHUA, Mexico, July 22, 2025 (GLOBE NEWSWIRE) -- GCC, S.A.B. de C.V. (BMV: GCC*), a leading supplier and producer of cement, aggregates, and concrete in the United States and Mexico, announced today its results for the second quarter of 2025. Q2 2025 HIGHLIGHTS Consolidated net sales increased 1% year-on-year to US$363.9 millionU.S. sales grew 7.7% as concrete and cement volumes increased 20.7% and 4.2%, respectivelyU.S. concrete and cement prices increased 9.5% and 0.6%, respectivelyMexico cement and c ...

Key Takeaways THC's Q2 adjusted EPS of $4.02 beat estimates by 41.6% and rose 74% year over year. Improved acuity, payer mix and cost control boosted Q2 revenues, EBITDA and margins across segments. THC raised 2025 adjusted EPS guidance to $15.55-$16.21 and hiked revenue and EBITDA projections.Tenet Healthcare Corporation (THC) reported second-quarter 2025 adjusted earnings per share (EPS) of $4.02, which surpassed the Zacks Consensus Estimate by 41.6%. The bottom line soared 74% year over year. Net opera ...

Key Takeaways EFX's Q2 adjusted EPS rose 9.9% y/y to $2, topping estimates by 4.2% on $1.5B in revenues, up 7.4%. Workforce Solutions revenues grew 8% to $662.1M and USIS climbed 9% to $521.5M, both beating estimates. EFX lifted Q3 and 2025 revenue and EPS guidance, with 2025 EPS mid-point still below the consensus estimate.Equifax Inc. (EFX) has reported impressive second-quarter 2025 results, wherein earnings and revenues outpaced the Zacks Consensus Estimate.EFX’s adjusted earnings were $2 per share, s ...

Key Takeaways DHR posted Q2 adjusted EPS of $1.80 and sales of $5.94B, topping consensus and rising year over year. Life Sciences lagged in core sales and swung to a loss, while Biotechnology led with 6% core sales growth. DHR raised its 2025 adjusted EPS forecast to $7.70-$7.80, up from the prior $7.60-$7.75 range.Danaher Corporation’s (DHR) second-quarter 2025 adjusted earnings of $1.80 per share beat the Zacks Consensus Estimate of $1.64. The bottom line increased 4.7% year over year.Danaher reported n ...

Key Takeaways Northrop Grumman reported Q2 EPS of $7.11, beating estimates by 6% on sales of $10.35B. Strength in Mission, Defense and Aeronautics Systems offset a 12% sales decline in Space Systems. NOC raised its 2025 earnings and free cash flow guidance above prior projections.Northrop Grumman Corporation (NOC) reported second-quarter 2025 adjusted earnings of $7.11 per share, which beat the Zacks Consensus Estimate of $6.71 by 6%.Including one-time items, the company reported GAAP earnings of $8.15 pe ...

Key Takeaways SHW posted adjusted Q2 EPS of $3.38, missing estimates despite a 0.7% rise in sales to $6.31B. Paint Stores net sales rose 2.3% on pricing gains, while Consumer Brands fell 4.1% on weak DIY demand. SHW returned $1.27B to shareholders in H1 and projects FY25 adjusted EPS of $11.20 to $11.50.The Sherwin-Williams Company (SHW) logged second-quarter 2025 earnings (as reported) of $3 per share, down around 14.3% from $3.50 in the year-ago quarter.Barring one-time items, adjusted earnings were $3. ...

Photo illustration by Cheng Xin/Getty ImagesGetty Images Capital One Financial (NYSE:COF) is scheduled to announce its Q2 2025 results on Tuesday, July 22, representing its first earnings report since finalizing the significant acquisition of Discover in May. This all-stock agreement established the largest U.S. credit card issuer by outstanding balances and has positioned Capital One as a vertically integrated payments giant with its own network. Although the effects of the merger may not be immediately re ...