BB

Samsara Inc. (IOT) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +17.65%. A quarter ago, it was expected that this company would post earnings of $0.13 per share when it actually produced earnings of $0.17, delivering a surprise of +30.77%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Samsara Inc., which belongs to the Zacks Internet - Software industry, posted revenues of $508.44 million for the quarter ended July 2026, surpassing the Zacks Consensus Estimate by 5.20%. This compares to year-ago revenues of $391.48 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. Samsara Inc. shares have added about 3.8% since the beginning of the year versus the S&P 500's gain of 12%. While Samsara Inc. 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 Samsara Inc. 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 $0.20 on $510.3 million in revenues for the coming quarter and $0.74 on $2.01 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, Internet - Software is currently in the top 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, BlackBerry (BB), is yet to report results for the quarter ended August 2026. The results are expected to be released on September 24. This cybersecurity software and services company is expected to post quarterly earnings of $0.04 per share in its upcoming report, which represents no change from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. BlackBerry's revenues are expected to be $143 million, up 10.3% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Samsara Inc. (IOT) : Free Stock Analysis Report BlackBerry Limited (BB) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

BlackBerry’s QNX added support for Hailo’s Hailo-8 AI accelerator, targeting reliable AI applications in robotics, vehicles and industrial systems. On Stocktwits, retail sentiment jumped to ‘bullish’ from ‘bearish’. The company is slated to report fiscal Q1 2027 earnings on Sept. 24. BlackBerry (BB) stock is looking to snap a two-week losing streak as retail investors cheer its QNX partnership with Hailo as a potential “inflection point.” The deal adds Hailo’s AI accelerator support to QNX, fueling optimism around BlackBerry’s push into edge AI, robotics and other intelligent systems. On Thursday, BlackBerry’s QNX division and Israel-based AI company Hailo announced their collaboration as demand grows for AI systems that can make decisions directly on connected devices. QNX Software Development Platform 8.0 now supports Hailo’s Hailo-8 AI accelerator, giving developers another hardware option for applications that require both computing speed and dependable real-time operation. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox The partnership targets systems that must respond consistently in physical environments, including robots, vehicles, medical equipment and industrial machinery. QNX and Hailo tested the setup with a Raspberry Pi 5 connected to a Hailo-8 accelerator. The companies compared QNX SDP 8.0 with a real-time Linux setup and found advantages in several performance measures. QNX recorded as much as 14 times better consistency in AI workload performance, a 2.6-fold improvement in latency distribution, 4.1% greater throughput and a 3.9% reduction in average latency. BlackBerry stock inched 0.8% lower overnight, ahead of Friday. The stock has gained over 7% this week and is on track to reverse two straight weeks of loss. In a recent interview, BlackBerry CEO John Giamatteo said QNX powers about 95% of vehicles using advanced software, with major chipmakers such as Nvidia, Qualcomm and Intel among its partners. He added that “physical AI” — including warehouse robots and surgical systems — is emerging as a fast-growing QNX business. In June, the company’s CFO Tim Foote said the company has transformed from a cash-burning business into a profitable software company, delivering eight straight quarters of improved GAAP net income and positive cash generation. BlackBerry is slated to report its fiscal second-quarter 2027 earnings on Sept. 24. Analysts see $145.53 million in Q2 revenue with earnings of $0.04 per share, according to Fiscal Ai data. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day with nearly a 100% increase in message volume over the past 24 hours. A user said, “Hailo endorsement is an inflection point for QNX. JW has said clearly, their benchmark on performance is Linux. If they can manage to match or exceed Linux. There is no limit what QNX can do on physical AI.” Another user said, “As the number of QNX instances in autos goes from 1 to 4 by 2030 and SDV numbers double from 25 to 50% of market share, we’re going to see an 8x in QNX auto revenues. Add in 2x for general robotics and medical, we’ll be at 16x by 2030. A third user said, “300 million connected devices per year cumulatively added to QNX recurring revenue will be the snowball that keeps growing into an avalanche.” BB stock has gained over 128% year-to-date. Also See: TTWO Stock Rises Overnight: GTA 6 Extended Look Relieves 'Heartbreaking' Leak Woes — 'This Game Will Set Records By Miles' For updates and corrections, email newsroom[at]stocktwits[dot]com Shivani Kumaresan has no position in any of the stocks mentioned in this article. StockTwits' news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy. This article was originally published on StockTwits. Related: DKNG Soars Nearly 10%, FLUT Jumps 8% — DraftKings, Flutter Entertainment Rally On Ruling That Sports Bets Aren’t Swaps DKNG Soars Nearly 10%, FLUT Jumps 8% — DraftKings, Flutter Entertainment Rally On Ruling That Sports Bets Aren’t Swaps CRSP Stock Slips 3% Despite ‘Encouraging’ CTX310 Data — Morgan Stanley Says Investor Focus Is Further Ahead

BlackBerry Limited BB reported a strong start to fiscal 2027, with higher revenue and profitability across QNX and Secure Communications supporting improved earnings. First-quarter revenue reached approximately $153 million, up 26% year over year and above the high end of guidance. Adjusted gross margin expanded 4 percentage points year over year to 79%, while adjusted EBITDA more than doubled to approximately $36 million, representing 24% of revenue. Adjusted net income was roughly $25 million, and adjusted EPS reached 4 cents, at the high end of the company’s guidance. BlackBerry also reported positive GAAP net income for the fifth consecutive quarter. QNX contributed significantly to the margin improvement. Revenue increased 26% year over year to approximately $72 million, while adjusted gross margin expanded about 5 percentage points to 86%. Adjusted EBITDA grew 52% to around $19 million, or 27% of revenue. Management noted that higher-margin QNX royalties are becoming a larger part of the revenue mix, allowing more revenue to translate into margin expansion, profitability and cash generation. As the business shifts further toward royalties, which carry close to 100% margin, management expects potential for additional margin expansion. Secure Communications also recorded a 2-percentage-point year-over-year increase in adjusted gross margin, supported partly by a favorable mix of higher-margin software revenue. Revenue rose 24% to approximately $74 million, while adjusted EBITDA reached around $20 million, representing a 27% margin. Management expects greater margin variability in Secure Communications because large government deals can drive significant quarterly revenue and profitability. Following the strong quarter, BlackBerry raised its fiscal 2027 outlook. QNX revenue guidance increased to $295 million-$312 million, with adjusted EBITDA projected at $74 million-$86 million. Licensing revenue guidance was raised to approximately $29 million, with adjusted EBITDA of $25 million. Revenue guidance increased to $594 million-$621 million, while adjusted EBITDA guidance rose to $119 million-$139 million. On the last earnings call, management highlighted 90% flow-through of incremental revenue into adjusted EBITDA as evidence of strong operating leverage. For the second quarter, revenue is expected at $137 million-$148 million, adjusted EBITDA at $20 million-$30 million and adjusted EPS at 3-4 cents. CrowdStrike CRWD benefits from a high-margin subscription-driven business model, with subscription revenues accounting for 95% of fiscal 2026 revenues. The recurring nature of these revenues supports margin stability and provides greater visibility as customers renew and adopt additional Falcon modules. Strong operating cash flow and free cash flow generation also underscore improving financial efficiency. However, margins remain exposed to elevated operating expenses, particularly investments in sales and marketing and R&D. These expenses increased 20% and 29%, respectively, in fiscal 2026. Continued investment and competitive pricing pressure could constrain margin expansion despite the favorable subscription mix and growing scale. Aptiv PLC APTV continues to face near-term margin pressure despite solid profitability in Engineered Components. Second-quarter 2026 adjusted EBITDA margin expanded 160 basis points to 18.7%, supported by operating execution, volumes and favorable currency effects. However, Intelligent Systems margin contracted to 14% from 15.2% as higher engineering investments, customer mix and stranded EDS costs weighed on profitability. Ongoing restructuring, separation expenses, commodity inflation and OEM price reductions of 1-3% annually could further limit margin expansion. Although productivity initiatives and non-automotive growth provide support, launch delays, weaker European demand and elevated R&D spending suggest that sustaining recent margin gains may remain challenging. Shares of BlackBerry have soared 40.6% in the past three months compared with the Internet-Software industry’s 14.6% growth. Image Source: Zacks Investment Research Regarding the price/book ratio, BB is trading at 6.82, higher than the industry’s multiple of 4.56. Image Source: Zacks Investment Research The Zacks Consensus Estimate for BB earnings for fiscal 2027 has been revised downward over the past 60 days. Image Source: Zacks Investment Research BlackBerry currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report BlackBerry Limited (BB) : Free Stock Analysis Report Aptiv PLC (APTV) : Free Stock Analysis Report CrowdStrike (CRWD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Dolby Laboratories, Inc. DLB reported third-quarter fiscal 2026 non-GAAP earnings of 69 cents per share, down 11.5% year over year but above the Zacks Consensus Estimate of 67 cents by 2.99%. Lower-than-expected operating expenses helped offset softer revenues and higher taxes. Revenues of $305 million fell 3.3% year over year and missed the consensus mark of $314 million by 2.79%. Licensing remained the core business at 93% of sales, while better-than-expected Dolby Atmos, Dolby Vision and imaging patent revenues were offset by deal timing and weaker foundational audio. In the past year, shares have lost 24.5% compared with the Zacks Audio Video Production industry’s decline of 5.1%. Image Source: Zacks Investment Research Licensing revenues declined 2.6% year over year to $282.35 million. Broadcast fell 4.2% to $106.58 million, mobile declined 9.4% to $51.01 million and PC decreased 15.6% to $28.34 million. Timing of minimum volume commitments and lower recoveries weighed on these areas. Consumer electronics increased 12.2% to $31.51 million, primarily on recoveries, while other licensing revenue rose 7.0% to $64.91 million. Dolby Cinema and Atmos adoption in automobiles supported licensing revenue, partly offset by lower gaming-console unit shipments and imaging-patent revenue. Products and services revenue fell 11.7% to $22.64 million because cinema-product sales declined. Meta joined the video distribution program covering Facebook, Instagram and WhatsApp, while Alibaba signed for video operations spanning e-commerce, entertainment and digital media. The patent pool had 45 licensors after roughly a year, and management said the growing roster is helping advance discussions with other large streamers. Dolby OptiView secured a multiyear agreement with Roberts Communications Network for ultra-low-latency horse-racing streams. Google certified OptiView Ads for its Ad Manager partner program. Dolby also announced partnerships with more than 40 carmakers, up from over 20 at fiscal 2025-end. Android Auto added Atmos support with partners including BMW, Genesis, Mahindra, Mercedes, Renault and Skoda. GAAP gross profit declined 2.5% to $264.68 million, but gross margin rose to 86.8% from 86.0% as cost of revenue fell faster than sales. Products and services gross margin improved to 22% from 13%. Within services, lower Dolby Cinema warranty and maintenance costs supported margin performance. GAAP operating expenses increased 2.9% to $230.36 million. General and administrative expenses rose 4.5% to $75.59 million, mainly on litigation and patent-pool program costs, while a $3.96 million restructuring charge compared with a $0.55 million credit a year ago. Operating income fell 28% to $34.32 million, and the effective tax rate increased to 33.3% from 16.2%. For the fourth quarter of fiscal 2026, Dolby expects revenues of $362-$392 million, licensing revenues of $335-$365 million and non-GAAP earnings of $1.13-$1.28 per share. Non-GAAP gross margin is forecast at about 90%, with operating expenses of $195-$205 million. The revenue-guidance midpoint implies 23% year-over-year growth. Management expects support from the video distribution program, including the Meta deal signed early in the fiscal fourth quarter, higher Dolby Atmos units in automobiles, new device categories such as wearables and the timing of minimum volume commitments. Dolby Laboratories price-consensus-eps-surprise-chart | Dolby Laboratories Quote For fiscal 2026, DLB projects revenues of $1.41-$1.44 billion, licensing revenues of $1.31-$1.34 billion and non-GAAP earnings of $4.25-$4.40 per share. Non-GAAP operating margin is expected near 34%, representing roughly 100 basis points of year-over-year improvement. Management expects other licensing revenue to rise in the high teens, driven by automobiles and the video distribution program. Broadcast and mobile are forecast to grow in the mid-single digits, consumer electronics should be roughly flat and PC is expected to decline in the low single digits. Dolby Atmos, Dolby Vision and imaging-patent revenues are projected to grow about 15%. The company generated approximately $167 million in quarterly operating cash flow and ended the period with $756 million in cash and investments. Dolby said its liquidity sources should be sufficient to meet anticipated cash requirements for at least the next 12 months. Dolby repurchased 1.2 million shares for about $65 million and increased its buyback authorization by $350 million, leaving approximately $427 million available. It also declared a 36-cent dividend, up 9% year over year. Dolby currently has a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Sonos, Inc. SONO reported third-quarter fiscal 2026 non-GAAP earnings of 27 cents per share, which soared 52% year over year and topped the Zacks Consensus Estimate of 24 cents. The 12.5% surprise reflected higher sales and disciplined spending despite rising memory costs. Revenues increased 9% to $375 million, beating the $367 million consensus by 2.3%. Speaker demand and international expansion supported growth. Sonos’ installed base exceeded 53 million connected devices across more than 17 million homes. America Movil, S.A.B. de C.V. AMX reported net income per ADR of 47 cents for the second quarter of 2026, up from 38 cents in the prior-year quarter. The earnings figure missed the Zacks Consensus Estimate of 52 cents. Total quarterly revenues rose 3.1% to Mex$241,071 million, driven by rapid momentum across the Service and Equipment segments. BlackBerry Limited BB reported first-quarter fiscal 2027 non-GAAP earnings per share of 4 cents. The figure beat the company’s estimate of 2-3 cents. In the year-ago quarter, it reported a non-GAAP EPS of 2 cents. The Zacks Consensus Estimate was pegged at 3 cents per share. BlackBerry generated $152.9 million in fiscal first-quarter revenue, representing 26% year-over-year growth. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dolby Laboratories (DLB) : Free Stock Analysis Report America Movil, S.A.B. de C.V. Unsponsored ADR (AMX) : Free Stock Analysis Report Sonos, Inc. (SONO) : Free Stock Analysis Report BlackBerry Limited (BB) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Sonos, Inc. SONO reported third-quarter fiscal 2026 non-GAAP earnings of 27 cents per share, which soared 52% year over year and topped the Zacks Consensus Estimate of 24 cents. The 12.5% surprise reflected higher sales and disciplined spending despite rising memory costs. Revenues increased 9% to $375 million, beating the $367 million consensus by 2.3%. Speaker demand and international expansion supported growth. Sonos’ installed base exceeded 53 million connected devices across more than 17 million homes. Revenues from Sonos speakers rose 12.5% year over year to $285.3 million and remained the company’s largest product category. The quarter included the first full period of availability for Sonos Play and Era 100 SL, both of which contributed meaningfully to revenue growth. Sonos system products generated $69.3 million, down 5.4%. Partner products and other revenues increased 15.4% to $20.7 million. Amp Multi is scheduled to ship on Aug. 25, extending the company’s offering for professional installers and larger multi-zone projects. Image Source: Zacks Investment Research Americas revenues advanced 3.8% to $238.4 million. Europe, the Middle East and Africa revenues climbed 17.4% to $114.2 million, while Asia-Pacific sales increased 27.2% to $22.7 million. Foreign exchange added about one percentage point to reported growth. On a constant-currency basis, total revenues rose 7%, accelerating three percentage points from the second quarter. Non-GAAP gross profit increased 10.8% to $170.8 million. Non-GAAP gross margin expanded 80 basis points (bps) to 45.5%, even as higher memory costs created a $14 million year-over-year burden and reduced the margin by roughly 380 bps. GAAP gross margin was 50.4%, including a $23.2 million benefit from refunds of previously paid tariffs. Excluding that non-recurring benefit, GAAP gross margin was 44.3%, up 90 bps year over year. GAAP operating expenses increased 3.4% to $157.8 million, mainly due to employee compensation, litigation spending and restructuring charges. Non-GAAP operating expenses rose 2.7% to $134.6 million and remained below the levels recorded in the first two quarters of fiscal 2026. Adjusted EBITDA grew 23.5% to $44 million, with the margin improving to 11.7% from 10.3%. Non-GAAP operating income reached $36.2 million, up 57.3%, as gross-profit growth outpaced the increase in adjusted expenses. Cash provided by operating activities increased 23.5% to $46.2 million. Free cash flow rose 23.3% to $40.3 million, while cash and marketable securities totaled $261 million at quarter-end. Sonos repurchased 2 million shares for $30 million, leaving $35 million under its authorization. Inventories were $158 million, up 37% year over year due to higher memory costs, new product launches and capitalized tariffs. Sonos, Inc. price-consensus-eps-surprise-chart | Sonos, Inc. Quote For the fourth quarter of fiscal 2026, SONO expects revenues of $325 million to $355 million, representing 13% to 23% growth. The 14-week quarter includes an extra week expected to add about $24 million in sales and eight percentage points to growth. Excluding that benefit, growth is projected at 4% to 15%. GAAP gross margin is forecast between 39% and 41%, with non-GAAP gross margin about 120 bps higher. Management expects memory inflation to reduce gross profit by $35 million year over year. Adjusted EBITDA is projected between a loss of $11 million and a profit of $18 million. For fiscal 2026, Sonos expects revenue growth of 6% to 8%, or 4% to 6% excluding the extra week. Adjusted EBITDA is projected at $181 million, up 37%, with an 11.7% margin. Management expects memory-mitigation actions to phase in through fiscal 2027. Sonos currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. SAP SE SAP reported second-quarter 2026 non-IFRS earnings per share of €1.59 ($1.85), which increased 6% from the year-ago quarter. The Zacks Consensus Estimate was pegged at $2. Despite macroeconomic uncertainty, SAP reported total revenues on a non-IFRS basis of €9.9 billion ($11.5 billion), which increased 9% year over year (up 11% at constant currency or cc). The Zacks Consensus Estimate was pegged at $11.4 billion. America Movil, S.A.B. de C.V. AMX reported net income per ADR of 47 cents for the second quarter of 2026, up from 38 cents in the prior-year quarter. The earnings figure missed the Zacks Consensus Estimate of 52 cents. Total quarterly revenues rose 3.1% to Mex$241,071 million, driven by rapid momentum across the Service and Equipment segments. BlackBerry Limited BB reported first-quarter fiscal 2027 non-GAAP earnings per share of 4 cents. The figure beat the company’s estimate of 2-3 cents. In the year-ago quarter, it reported a non-GAAP EPS of 2 cents. The Zacks Consensus Estimate was pegged at 3 cents per share. BlackBerry generated $152.9 million in fiscal first-quarter revenue, representing 26% year-over-year growth. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report America Movil, S.A.B. de C.V. Unsponsored ADR (AMX) : Free Stock Analysis Report SAP SE (SAP) : Free Stock Analysis Report Sonos, Inc. (SONO) : Free Stock Analysis Report BlackBerry Limited (BB) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Woodward, Inc. WWD reported third-quarter fiscal 2026 adjusted earnings of $2.52 per share, up 43.2% year over year. The bottom line beat the Zacks Consensus Estimate of $2.39 by 5.4%. Net sales rose 21.2% to $1.11 billion but missed the consensus mark of $1.114 billion by 0.4%. Commercial OEM sales surged 34%, while demand remained broad across Woodward's Industrial markets. In the past year, shares have gained 50.6% compared with the Zacks Aerospace - Defense Equipment industry’s rise of 4.8%. Image Source: Zacks Investment Research Aerospace sales increased 19% to $709 million. Commercial OEM revenues reached $234 million as aircraft production rates increased, while commercial services generated $268 million on continued legacy aircraft servicing and growing LEAP and GTF activity. Management said service inputs remained steady to higher across newer engine platforms. Defense OEM sales declined 6% to $141 million because of a one-time revenue recognition adjustment. Excluding that item, sales would have grown in the mid-single digits. Defense services rose 20% to $66 million. Segment earnings advanced 35% to $170 million, and margin expanded 290 basis points (bps) to 24%. A retroactive contract pricing adjustment added about 100 bps to the margin. Industrial sales climbed 26% to $401 million. Transportation revenues increased 40% to $180 million, aided by strong marine demand and $40 million of China on-highway sales. Power generation rose 19% to $145 million on robust data-center demand for prime and backup power. Oil and gas revenues advanced 11% to $76 million, supported by liquefied natural gas infrastructure activity and improving upstream capital spending. Industrial earnings jumped 86% to $88 million, while margin expanded 720 bps to 22.1%. China on-highway contributed about 90 bps to the margin. Core Industrial sales, which exclude that business, grew 19% to $361 million. Adjusted EBITDA increased 50% to $249 million, while adjusted EBIT rose 58% to $217 million. Total costs and expenses were $916.2 million compared with $788.6 million a year earlier. Profitability benefited from higher volume and pricing, partly offset by inflation, unfavorable mix and a higher tax burden. The adjusted effective tax rate rose to 24.2% from 14.5%. Companywide price realization was 10% in the quarter. Management expects full-year pricing of about 8%, with a more normal 3-5% range going forward. Lean initiatives are beginning to improve factory productivity. Automation across machining, inspection and material handling is intended to reduce the need for roughly 1,000 incremental hires by 2029. Woodward, Inc. price-consensus-eps-surprise-chart | Woodward, Inc. Quote Net cash provided by operating activities increased 17% to $147 million. Free cash flow declined 12% to $87 million as capital expenditures more than doubled to $60 million. Management expects spending to rise sharply in the fourth quarter, mainly to finish the Spartanburg facility and purchase equipment for the A350 spoiler program. Woodward ended June with $475 million in cash and cash equivalents and $1.34 billion of total debt. EBITDA leverage was 1.6 times. Through nine months, operating cash flow reached $352 million and free cash flow totaled $196 million. The company returned $608 million to shareholders, including $553 million through repurchases and $55 million through dividends. WWD raised its fiscal 2026 adjusted earnings guidance to $9.30-$9.50 per share from $9.15-$9.45. The company maintained its sales growth outlook of 20-23%, free cash flow forecast of $300-$350 million and capital expenditure plan of approximately $290 million. It expects to return about $700 million to shareholders for the full year. Aerospace sales are now expected to grow 21-23%, with a segment margin of about 23.5%. Industrial sales growth is projected at 19-21%, up from 18-20%, while segment margin is expected to reach roughly 19%. The adjusted effective tax rate forecast increased to approximately 22.5%. Woodward currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Teledyne Technologies Inc. TDY reported second-quarter 2026 adjusted earnings of $6.28 per share, which surpassed the Zacks Consensus Estimate of $5.78 by 8.7%. The bottom line also improved 20.8% from $5.20 recorded in the year-ago quarter. Total sales were $1.66 billion, which beat the Zacks Consensus Estimate of $1.57 billion by 5.9%. The top line also jumped 9.8% from $1.51 billion reported in the year-ago quarter. This improvement was driven by higher year-over-year sales across all business segments. America Movil, S.A.B. de C.V. AMX reported net income per ADR of 47 cents for the second quarter of 2026, up from 38 cents in the prior-year quarter. The earnings figure missed the Zacks Consensus Estimate of 52 cents. Total quarterly revenues rose 3.1% to Mex$241,071 million, driven by rapid momentum across the Service and Equipment segments. BlackBerry Limited BB reported first-quarter fiscal 2027 non-GAAP earnings per share of 4 cents. The figure beat the company’s estimate of 2-3 cents. In the year-ago quarter, it reported a non-GAAP EPS of 2 cents. The Zacks Consensus Estimate was pegged at 3 cents per share. BlackBerry generated $152.9 million in fiscal first-quarter revenue, representing 26% year-over-year growth. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report America Movil, S.A.B. de C.V. Unsponsored ADR (AMX) : Free Stock Analysis Report Teledyne Technologies Incorporated (TDY) : Free Stock Analysis Report Woodward, Inc. (WWD) : Free Stock Analysis Report BlackBerry Limited (BB) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Fortive Corporation FTV reported second-quarter 2026 adjusted earnings of 74 cents per share, which jumped 28.5% year over year and topped the Zacks Consensus Estimate of 71 cents by 4.2%. Revenues rose 7.9% year over year to $1.10 billion and beat the consensus estimate of $1.06 billion by 3.5%. Core revenues increased 6.7%, reflecting price and volume growth in both operating segments. However, Fortive’s shares are slightly down around 1.5% in the pre-market trading session today. The stock has gained 21.6% in the past six months compared with the Zacks Electronics - Testing Equipment industry's growth of 16%. Image Source: Zacks Investment Research Currency translation and portfolio changes added 1.2 percentage points to reported revenue growth. The remaining increase came from core operations, showing that the quarter's expansion was primarily organic. Management linked the performance to strong execution under the Fortive Accelerated strategy. The company cited early progress in innovation, commercial execution and recurring customer value, supported by the Fortive Business System. These initiatives are intended to increase new-product velocity and deepen recurring customer relationships. Intelligent Operating Solutions generated revenues of $758.2 million, up 8.8% year over year. Core revenues increased 7.4%, driven by professional instrumentation, Facilities and Asset Lifecycle solutions, and gas detection. Adjusted EBITDA for the segment rose 12.2% to $264.4 million. The adjusted EBITDA margin expanded 110 basis points (bps) to 34.9%, as gross profit growth, operating leverage and structural cost savings more than offset growth investments. Advanced Healthcare Solutions posted revenues of $338.6 million, up 6% from the prior-year quarter. Core growth was 5.3%, supported by demand for healthcare consumables, services and software, along with modest growth in capital equipment. Segment adjusted EBITDA increased 2.7% to $88.4 million. However, the adjusted EBITDA margin contracted 80 bps to 26.1%, as product mix and strategic growth investments weighed on profitability despite operating leverage and cost savings. Adjusted gross profit increased 6.2% to $690.9 million. The adjusted gross margin was 63%, down 100 bps year over year, mainly due to product mix, partly offset by operating leverage. Adjusted EBITDA rose to $323.1 million from $288.4 million, and the margin expanded 110 bps to 29.5%. Adjusted operating profit increased to $300.7 million, with the adjusted operating margin improving 70 bps to 27.4%. GAAP net earnings advanced 40.9% to $157.3 million. Fortive Corporation price-consensus-eps-surprise-chart | Fortive Corporation Quote Operating cash flow from continuing operations reached $298.7 million, up from $205 million a year earlier. Free cash flow increased 50.3% to $270.6 million, representing conversion of 118.4% of adjusted net earnings. Trailing-12-month free cash flow totaled $1.04 billion, with conversion of 108.4%. Fortive ended the quarter with $374.2 million in cash and equivalents, while net debt was $3.15 billion and net leverage was 2.4 times adjusted EBITDA. The cash profile supports continued deployment across the company's stated priorities. Fortive raised its full-year 2026 adjusted earnings guidance to $2.95-$3.05 per share. The revision reflects solid first-half execution and management's confidence in the business trajectory. The company maintained that its medium-term financial framework remains intact. It continues to focus on faster profitable organic growth, disciplined capital allocation and building investor trust through clearer expectations and consistent delivery. The company deployed roughly $200 million toward share repurchases in the second quarter, buying about 3 million shares at an average price of $59.54. Repurchases over the past four quarters totaled approximately $2 billion, covering about 38 million shares, or roughly 11% of shares outstanding as of the second quarter of 2025. Fortive also completed the acquisition of UV Smart, a small bolt-on transaction aligned with its strategic growth priorities. Gross leverage declined to about 2.7 times adjusted EBITDA, preserving flexibility for organic investment, selective acquisitions, repurchases and a modestly growing dividend. Fortive currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. SAP SE SAP reported second-quarter 2026 non-IFRS earnings per share of €1.59 ($1.85), which increased 6% from the year-ago quarter. The Zacks Consensus Estimate was pegged at $2. Despite macroeconomic uncertainty, SAP reported total revenues on a non-IFRS basis of €9.9 billion ($11.5 billion), which increased 9% year over year (up 11% at constant currency or cc). The Zacks Consensus Estimate was pegged at $11.4 billion. America Movil, S.A.B. de C.V. AMX reported net income per ADR of 47 cents for the second quarter of 2026, up from 38 cents in the prior-year quarter. The earnings figure missed the Zacks Consensus Estimate of 52 cents. Total quarterly revenues rose 3.1% to Mex$241,071 million, driven by rapid momentum across the Service and Equipment segments. BlackBerry Limited BB reported first-quarter fiscal 2027 non-GAAP earnings per share of 4 cents. The figure beat the company’s estimate of 2-3 cents. In the year-ago quarter, it reported a non-GAAP EPS of 2 cents. The Zacks Consensus Estimate was pegged at 3 cents per share. BlackBerry generated $152.9 million in fiscal first-quarter revenue, representing 26% year-over-year growth. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report America Movil, S.A.B. de C.V. Unsponsored ADR (AMX) : Free Stock Analysis Report SAP SE (SAP) : Free Stock Analysis Report Fortive Corporation (FTV) : Free Stock Analysis Report BlackBerry Limited (BB) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Flex Ltd. FLEX reported first-quarter fiscal 2027 adjusted earnings of $1.00 per share, up 38.9% year over year. The figure beat the Zacks Consensus Estimate of 93 cents by 7.5%. Revenues advanced 20.6% to $7.93 billion and topped the consensus mark of $7.58 billion by 4.6%. Broad-based segment growth, led by a 35% expansion in Cloud and Power Infrastructure, supported the results. However, shares of the company declined around 5% in the pre-market trading session today. In the past year, the stock has surged 121.8% compared with the Zacks Electronics - Miscellaneous Products industry’s growth of 58.4%. Image Source: Zacks Investment Research Regulated Manufacturing Solutions revenues rose 12% year over year to $2.67 billion. Industrial demand benefited from energy infrastructure and warehouse automation, while connected medical devices supported Healthcare. Integrated Technology Solutions revenues increased 20% to $3.06 billion, aided by stronger advanced networking demand. Cloud and Power Infrastructure generated $2.20 billion, supported by robust demand across Power and Cloud & Cooling. Cloud and Power Infrastructure adjusted operating income rose 38% to $214 million, with margin increasing 20 basis points to 9.7%. Regulated Manufacturing Solutions income climbed 40% to $176 million, while Integrated Technology Solutions income advanced 21% to $158 million. Adjusted gross profit increased 28% to $761 million. Adjusted gross margin expanded 50 basis points to 9.6%, reflecting the benefit of the company’s mix and operating execution. Adjusted operating income climbed 35% to $534 million, while adjusted operating margin improved 70 basis points to 6.7%. GAAP selling, general and administrative expenses rose to $334 million from $233 million. Legal and other charges totaled $67 million, including $53 million primarily tied to the planned spin-off and $14 million of acquisition costs. Flex Ltd. price-consensus-eps-surprise-chart | Flex Ltd. Quote Cash provided by operating activities was $276 million, down from $399 million a year earlier. Changes in working capital and other items used $149 million against a $65 million contribution in the prior-year quarter. Net capital expenditures were $235 million, leaving free cash flow of $41 million. Free cash flow included a $24 million negative impact from separation costs related to the Cloud and Power Infrastructure spin-off. Cash and cash equivalents increased to $2.84 billion as of June 26, 2026, from $2.39 billion at fiscal 2026-end. Long-term debt rose to $5.22 billion from $3.75 billion over the same period. The quarter included $1.13 billion of cash used for business acquisitions and $90 million of proceeds from divestitures. Flex raised $2.83 billion through bank borrowings and long-term debt and repaid $1.39 billion of borrowings and other financing liabilities. For the second quarter of fiscal 2027, FLEX expects revenues of $7.95-$8.25 billion. Adjusted operating income is projected between $535 million and $565 million, with adjusted earnings of $1.00-$1.07 per share. Management expects Regulated Manufacturing Solutions revenues to rise in the mid-single to high-single digits. Integrated Technology Solutions is projected to grow in the high-single to low-double digits, while Cloud and Power Infrastructure is expected to increase 45-55%. Flex raised its fiscal 2027 revenue guidance to $33.7-$35.2 billion from $32.3-$33.8 billion. The adjusted operating margin outlook was tweaked to 7.0-7.2% from 7.0-7.1%. Adjusted earnings guidance was raised to $4.42-$4.74 per share from $4.21-$4.51. The company now expects Cloud and Power Infrastructure revenues to grow 65-75%, while free cash flow conversion is projected at roughly 40%, down from about 60% due to one-time separation costs. Flex currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. SAP SE SAP reported second-quarter 2026 non-IFRS earnings per share of €1.59 ($1.85), which increased 6% from the year-ago quarter. The Zacks Consensus Estimate was pegged at $2. Despite macroeconomic uncertainty, SAP reported total revenues on a non-IFRS basis of €9.9 billion ($11.5 billion), which increased 9% year over year (up 11% at constant currency or cc). The Zacks Consensus Estimate was pegged at $11.4 billion. America Movil, S.A.B. de C.V. AMX reported net income per ADR of 47 cents for the second quarter of 2026, up from 38 cents in the prior-year quarter. The earnings figure missed the Zacks Consensus Estimate of 52 cents. Total quarterly revenues rose 3.1% to Mex$241,071 million, driven by rapid momentum across the Service and Equipment segments. BlackBerry Limited BB reported first-quarter fiscal 2027 non-GAAP earnings per share of 4 cents. The figure beat the company’s estimate of 2-3 cents. In the year-ago quarter, it reported a non-GAAP EPS of 2 cents. The Zacks Consensus Estimate was pegged at 3 cents per share. BlackBerry generated $152.9 million in fiscal first-quarter revenue, representing 26% year-over-year growth. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report America Movil, S.A.B. de C.V. Unsponsored ADR (AMX) : Free Stock Analysis Report SAP SE (SAP) : Free Stock Analysis Report Flex Ltd. (FLEX) : Free Stock Analysis Report BlackBerry Limited (BB) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

SAP SE SAP reported second-quarter 2026 non-IFRS earnings per share (EPS) of €1.59 ($1.85), which increased 6% from the year-ago quarter. The Zacks Consensus Estimate was pegged at $2. Despite macroeconomic uncertainty, SAP reported total revenues on a non-IFRS basis of €9.9 billion ($11.5 billion), which increased 9% year over year (up 11% at constant currency or cc). The Zacks Consensus Estimate was pegged at $11.4 billion. AI strategy is becoming a major competitive advantage for SAP. Management emphasized its Autonomous Enterprise strategy, which combines Business AI with enterprise applications. SAP is embedding AI directly into finance, procurement, supply chain, HR and customer operations. The company's strategy revolves around two major pillars –Autonomous Suite and Business AI Platform. SAP believes customers increasingly value AI solutions that operate using trusted enterprise data while maintaining governance and compliance. This positioning gives SAP a competitive edge because its AI capabilities are built on decades of customer business processes and transactional data rather than disconnected AI models. As AI adoption expands across enterprises, SAP is well-positioned to monetize AI through higher cloud subscriptions rather than relying solely on standalone AI products. Current cloud backlog reached €22.9 billion in the quarter, representing 27% year-over-year growth (26% at cc). This metric is important because it reflects contracted future cloud revenue, giving investors visibility into future growth. On a non-IFRS basis, the Cloud and software segment (89.6% of total revenues) registered revenues of €8.9 billion, rising 11% year over year (up 13% at cc). Cloud revenue increased 22% year over year (24% at cc) to €6.3 billion, on a non-IFRS basis, demonstrating that enterprise customers continue to migrate mission-critical workloads to SAP's cloud ecosystem. SAP's Cloud ERP Suite, where revenue increased 25% (27% at cc) to €5.5 billion, is equally encouraging. Software licenses and support revenues totaled €2.6 billion, representing a 9% decrease (down 8% at cc) year over year. Services business (10.4% of total revenues) posted revenues of €1 billion, down 3% year over year (down 2% at cc). In the second quarter, organizations worldwide continued to adopt the “RISE with SAP” program to support their comprehensive business transformations. Notable adopters included ACCIONA, AIRBUS, City of Osnabrück, Electrolux, Eli Lilly, Gilead Sciences, HARTING, Hindustan Zinc, The Humboldt University of Berlin, JET, Ørsted, Samsonite Group, Shell, The Shoprite Group, SIGNAL IDUNA, SPAR (CH), Sun Pharma and Vonovia. “GROW with SAP” was implemented by Gooroo Crédito, Modular Data Centers, Parloa, Tarrant County, and Techem. Major global brands across various industries, including AMADEUS, BBC, Booking.com, GOL, Oki Electric Industry, PwC, University Hospital Zurich and Vale, chose SAP's AI and data solutions. SAP SE price-consensus-eps-surprise-chart | SAP SE Quote SAP secured significant customer wins across its solution portfolio, with new or expanded engagements from leading organizations such as Birlasoft, Capgemini, Haier Group and KaDeWe. Döhler, FANUC Europe, Fonterra, Natura Cosméticos, SABESP and TEAG went live on SAP solutions during the quarter. SAP’s cloud revenue growth was especially strong in the APJ and EMEA regions and robust in the Americas, with standout performances from Brazil, France, Germany, Italy, India, South Korea and Spain. It remained strong in the United States, Australia and Singapore. Non-IFRS gross profit of €7.3 billion increased 9% from the year-ago quarter (up 11% at cc). Non-IFRS cloud gross profit increased 22% year over year to €4.7 billion (up 23% at cc). Non-IFRS cloud gross margin fell 0.6 percentage points to 74.6%. SAP's non-IFRS operating profit rose 7% (up 9% at cc) to €2.7 billion, while margin decreased to 27.8%. As of June 30, 2026, SAP had cash and cash equivalents of €11.6 billion compared with €10.1 billion as of March 31, 2026. In the second quarter, the company generated operating cash of €3.2 billion, up 22% year over year. Free cash flow, a key metric of operational strength, rose 27% to €3 billion during the quarter. SAP also continues returning capital to shareholders. Its newly authorized €10 billion share repurchase program remains active. As of June 30, the company had repurchased more than 16.28 million shares and spent approximately €2.6 billion. The company lowered its non-IFRS operating profit outlook from €11.9–€12.3 billion to €11.8–€12.2 billion. The revision stems almost entirely from the acquisitions of Dremio and Prior Labs, which closed in July. Management expects these acquisitions to create a dilutive impact exceeding €100 million during 2026. Despite lowering operating profit guidance slightly, SAP maintained nearly all of its major financial targets. Management still expects cloud revenue between €25.8 billion and €26.2 billion, cloud and software revenue between €36.3 billion and €36.8 billion and approximately €10 billion in free cash flow. Additionally, SAP expects cloud backlog growth to remain strong, though slightly slower, total revenue growth to match 2025 levels, revenue acceleration in 2027 and operating expense growth to remain below revenue growth. Nonetheless, the company acknowledged that its outlook assumes a near-term de-escalation of geopolitical tensions in the Middle East. Any prolonged conflict could negatively impact enterprise spending or business operations. SAP currently carries a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. America Movil, S.A.B. de C.V. AMX reported net income per ADR of 47 cents for the second quarter of 2026, up from 38 cents in the prior-year quarter. The earnings figure missed the Zacks Consensus Estimate of 52 cents. Total quarterly revenues rose 3.1% to Mex$241,071 million, driven by rapid momentum across the Service and Equipment segments. BlackBerry Limited BB reported first-quarter fiscal 2027 non-GAAP earnings per share (EPS) of 4 cents. The figure beat the company’s estimate of 2-3 cents. In the year-ago quarter, it reported a non-GAAP EPS of 2 cents. The Zacks Consensus Estimate was pegged at 3 cents per share. BlackBerry generated $152.9 million in fiscal first-quarter revenue, representing 26% year-over-year growth. Iridium Communications IRDM reported EPS of 9 cents for the second quarter of 2026, missing the Zacks Consensus Estimate of 26 cents. The bottom line also compared unfavorably with the prior-year quarter's figure of 20 cents. Iridium reported second-quarter revenue of $225.2 million, representing 4% year-over-year growth. The consensus mark was pinned at $221.2 million. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SAP SE (SAP) : Free Stock Analysis Report America Movil, S.A.B. de C.V. Unsponsored ADR (AMX) : Free Stock Analysis Report Iridium Communications Inc (IRDM) : Free Stock Analysis Report BlackBerry Limited (BB) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Iridium Communications IRDM reported earnings per share (EPS) of 9 cents for the second quarter of 2026, missing the Zacks Consensus Estimate of 26 cents. The bottom line also compared unfavorably with the prior-year quarter's figure of 20 cents. Management attributed most of the decline to transaction costs related to the pending Rocket Lab Corporation RKLB acquisition and higher cash-based employee incentive compensation. Iridium reported second-quarter revenue of $225.2 million, representing 4% year-over-year growth. The consensus mark was pinned at $221.2 million. The biggest headline remains Rocket Lab's planned acquisition of Iridium. Rather than operating independently, Iridium will become part of a vertically integrated space company spanning satellite manufacturing, launch services, space systems, global communicationsand government space infrastructure. For Iridium, Rocket Lab provides direct access to satellite manufacturing expertise, launch capacity and potentially lower deployment costs for future constellation upgrades. Management believes this integration will accelerate innovation while improving operational efficiency over time. Iridium Communications Inc price-consensus-eps-surprise-chart | Iridium Communications Inc Quote The most compelling aspect of the quarter is Iridium's progress across four major growth initiatives, which is likely to open new market avenues. Iridium introduced the Iridium 9604 tri-mode communication module, combining satellite connectivity, LTE-M cellular and GNSS positioning. This integrated approach simplifies hardware development while lowering deployment costs for enterprise customers. Later this year, IRDM also plans to launch Iridium NTN Direct, enabling standards-based direct-to-device satellite connectivity. The recent commercial launch of Iridium's PNT ASIC significantly expands opportunities beyond communications. If adoption accelerates, Assured PNT could evolve into an entirely new recurring revenue platform. Iridium continues to strengthen its role within the U.S. defense infrastructure. Its work supporting the Space Development Agency's Proliferated Warfighter Space Architecture demonstrates that Iridium is becoming an increasingly strategic technology partner rather than simply a communications provider. As defense spending shifts toward space-based infrastructure, this business could generate substantial long-term opportunities. The major strategic move was completing the acquisition of Aireon LLC, operator of the world's only space-based ADS-B aircraft surveillance network. Management expects the acquisition to contribute approximately $100 million in annual service revenue and $30 million in annual OEBITDA. Total Service revenues rose 4% year over year to $161.3 million. Service revenues contributed 72% to total revenues in the second quarter. Our estimate for the metric was $159.9 million. Commercial services generated $133.7 million, representing 59% of total company revenue. Several business verticals contributed. Commercial IoT revenue increased 5%, hosted payload and data services rose 14% and voice and traditional data services grew 3%. Government services continue providing stability. Revenue from U.S. government customers increased 3% to $27.6 million, primarily due to contractual pricing increases under the Enhanced Mobile Satellite Services (EMSS) contract. The U.S. government remains Iridium's largest customer and represents nearly all engineering and support services revenue. Importantly, management expects renewal of the EMSS contract by March 2027. Given the increasing geopolitical tensions and growing military reliance on resilient satellite communications, this business should remain a dependable source of recurring revenue. Subscriber Equipment sales increased 7% to $20.8 million. We projected the figure to be $18.2 million. Engineering and support revenues jumped 3% to $43.1 million, led by Iridium’s expanding work with the Space Development Agency, reinforcing its emphasis on growth driven by national security programs. Our estimate was $42 million. Total operating expenses were $191.2 million compared with $166.6 million in the prior-year quarter, primarily due to higher depreciation and amortization costs and selling, general and administrative expenses. OEBITDA remained relatively stable at $119.1 million, only slightly below last-year quarter’s $121.3 million. The decline was largely due to a change in compensation structure, shifting to fully cash-based incentives. This added about $3.9 million in expenses for the quarter. Operating income came in at $34 million compared with $50.3 million reported in the year-ago quarter. The company ended the quarter with 2,627,000 billable subscribers, a 6% increase from the previous-year quarter. Commercial IoT remained the primary growth engine as enterprises continue deploying connected sensors and remote monitoring systems across industries such as logistics, agriculture, energy and environmental monitoring. The continued growth of commercial IoT subscribers, which increased 9%, is encouraging. Iridium continues investing aggressively. Capital expenditures totaled $21.8 million during the quarter. Following the Aireon acquisition, debt increased as expected, with gross debt reaching approximately $1.8 billion and cash balance of $184.2 million. As part of its capital return program, Iridium paid a second-quarter dividend of 15 cents per share on June 30, 2026, distributing $16.2 million to shareholders. Iridium currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. America Movil, S.A.B. de C.V. AMX reported net income per ADR of 47 cents for the second quarter of 2026, up from 38 cents in the prior-year quarter. The earnings figure missed the Zacks Consensus Estimate of 52 cents. Total quarterly revenues rose 3.1% to Mex$241,071 million, driven by rapid momentum across the Service and Equipment segments. BlackBerry Limited BB reported first-quarter fiscal 2027 non-GAAP earnings per share (EPS) of 4 cents. The figure beat the company’s estimate of 2-3 cents. In the year-ago quarter, it reported a non-GAAP EPS of 2 cents. The Zacks Consensus Estimate was pegged at 3 cents per share. BlackBerry generated $152.9 million in fiscal first-quarter revenue, representing 26% year-over-year growth. Ericsson ERIC reported second-quarter 2026 results, wherein earnings met the Zacks Consensus Estimate, while revenues missed the same. Adjusted earnings were SEK 1.22 (13 cents) per share, in line with the consensus estimate. Revenues were SEK 52.7 billion ($5.62 billion), down 6% year over year and 2.56% below the Zacks Consensus Estimate of $5.77 billion. Organic sales declined 1% year over year primarily due to lower IPR licensing revenues following a non-recurring benefit in the prior-year quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Iridium Communications Inc (IRDM) : Free Stock Analysis Report Ericsson (ERIC) : Free Stock Analysis Report America Movil, S.A.B. de C.V. Unsponsored ADR (AMX) : Free Stock Analysis Report BlackBerry Limited (BB) : Free Stock Analysis Report Rocket Lab Corporation (RKLB) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

America Movil, S.A.B. de C.V. AMX reported net income per ADR of 47 cents for the second quarter of 2026, up from 38 cents in the prior-year quarter. The earnings figure missed the Zacks Consensus Estimate of 52 cents. Net income in the quarter was Mex$24,332 million, or Mex$ 0.40 per share compared with Mex$22,282 million, or Mex$0.37 per share, in the year-ago quarter. The company's comprehensive financing cost was Mex$10,423 million, up 34.8% from the year-ago quarter’s Mex$7,729 million. Total quarterly revenues rose 3.1% to Mex$241,071 million, driven by rapid momentum across the Service and Equipment segments. Service revenues were Mex$205,919 million, up 3.4% year over year. Equipment revenues totaled Mex$33,433 million, rising 1.6%. America Movil gained 3.5 million postpaid subscribers in the second quarter. Brazil drove most of the postpaid growth with 1.5 million additions, followed by Colombia with 250 thousand, Peru with 191 thousand, Argentina with 154 thousand and Mexico with 101 thousand. However, the prepaid business saw 3.7 million net subscriber losses as AMX streamlined its customer base in Colombia and Argentina. On the fixed-line, Broadband and Television platforms, the company ended the quarter with 80.2 million revenue-generating units. The telco operates in multiple regions, namely Mexico, Brazil, Colombia, Peru, Ecuador, Argentina, Central America & the Caribbean, Austria & Eastern Europe and the Southern Cone. America Movil, S.A.B. de C.V. Unsponsored ADR price-consensus-eps-surprise-chart | America Movil, S.A.B. de C.V. Unsponsored ADR Quote Argentina’s revenue increased 8.6% year over year to ARS 999,073 million, backed by a 9.3% rise in service revenue. Wireless service revenue growth accelerated to 12% on stronger postpaid and prepaid trends, while fixed-line service revenue slipped 1.5% amid competitive pressures and promotional campaigns. The data for Argentina are reported under IAS29, reflecting the effects of inflationary accounting, as the Argentine economy is "deemed” to be hyperinflationary for the second quarter of 2026. AMX also stated that Argentina would be excluded from all comparisons of consolidated data at constant exchange rates to ensure consistency. Brazil’s revenue increased 5.4% year over year to BRL 13.5 billion, driven by a 5.3% rise in service revenue. Mobile service revenue grew 6.1%, led by 7.1% postpaid growth, while fixed-line service revenue rose to 4.1%, supported by strong Pay TV, corporate networks and broadband performance despite a highly competitive environment. Revenues from Austria, Peru, Mexico, the Southern Cone and Central America and the Caribbean witnessed year-over-year growth of 4.2%, 8.1%, 3.2%, 9.6% and 7.6%, respectively. Revenues from Colombia and Ecuador gained 5.8% and 9%, respectively. Total costs and expenses were Mex$145,164 million, up 2.7% from the year-ago quarter. Overall, earnings before interest, taxes, depreciation and amortization (EBITDA) increased 3.8% to Mex$95,908 million. The EBITDA margin came in at 39.8% compared with 39.5% in the year-ago quarter. The company’s operating profit rose 9.5% to Mex$51,814 million. As of June 30, 2026, America Movil had Mex$74,732 million in cash, marketable securities and other short-term investments with Mex$393,519 million of long-term debt. At present, AMX carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. BlackBerry Limited BB reported first-quarter fiscal 2027 non-GAAP earnings per share (EPS) of 4 cents. The figure beat the company’s estimate of 2-3 cents. In the year-ago quarter, it reported a non-GAAP EPS of 2 cents. The Zacks Consensus Estimate was pegged at 3 cents per share. BlackBerry generated $152.9 million in fiscal first-quarter revenue, representing 26% year-over-year growth. Ericsson ERIC reported second-quarter 2026 results, wherein earnings met the Zacks Consensus Estimate, while revenues missed the same. Adjusted earnings were SEK 1.22 (13 cents) per share, in line with the consensus estimate. Revenues were SEK 52.7 billion ($5.62 billion), down 6% year over year and 2.56% below the Zacks Consensus Estimate of $5.77 billion. Organic sales declined 1% year over year primarily due to lower IPR licensing revenues following a non-recurring benefit in the prior-year quarter. Calix, Inc. CALX reported strong second-quarter 2026 results, with both top and bottom lines surpassing the Zacks Consensus Estimate. The company posted a strong 21% year-over-year increase in revenues, driven by robust demand from broadband providers, increased adoption of its appliance-based platform and continued expansion of its cloud and managed services among new and existing customers. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report America Movil, S.A.B. de C.V. Unsponsored ADR (AMX) : Free Stock Analysis Report Ericsson (ERIC) : Free Stock Analysis Report Calix, Inc (CALX) : Free Stock Analysis Report BlackBerry Limited (BB) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research