Core Insights - Goosehead Insurance (GSHD) reported revenue of $105.26 million for the quarter ended December 2025, reflecting a 12.1% increase year-over-year and a surprise of +9.1% over the Zacks Consensus Estimate of $96.48 million [1] - The earnings per share (EPS) for the quarter was $0.64, down from $0.79 in the same quarter last year, with an EPS surprise of +18.89% compared to the consensus estimate of $0.54 [1] Revenue Breakdown - Total Core Revenue was $78.15 million, slightly above the estimated $78.08 million, representing a year-over-year increase of +15% [4] - Ancillary Revenue from Contingent Commissions reached $24.87 million, exceeding the average estimate of $16.58 million, with a year-over-year change of +3.5% [4] - Total Cost Recovery Revenue was reported at $1.77 million, above the estimated $1.72 million, marking a +14.7% increase year-over-year [4] - Total Ancillary Revenue amounted to $25.34 million, surpassing the average estimate of $16.93 million, with a year-over-year change of +3.8% [4] Key Metrics Performance - Core Revenue from Agency Fees was $2.54 million, exceeding the average estimate of $2.25 million, reflecting a +21.6% year-over-year change [4] - Ancillary Revenue from Other Franchise Revenues was $0.48 million, slightly above the estimated $0.47 million, with a +21.7% change year-over-year [4] - Initial Franchise Fees under Cost Recovery Revenue were $1.63 million, above the estimated $1.45 million, representing a +22% increase year-over-year [4] - Interest Income under Cost Recovery Revenue was $0.14 million, below the estimated $0.18 million, showing a -32.4% change year-over-year [4] - New Business Royalty Fees were reported at $7.13 million, below the estimated $7.76 million, with a +6% year-over-year change [4] - New Business Commissions reached $7.15 million, exceeding the average estimate of $6.87 million, reflecting a +19.1% year-over-year change [4] - Renewal Royalty Fees were $42.46 million, slightly above the estimated $42.1 million, with a +21.3% year-over-year change [4] - Renewal Commissions were reported at $18.88 million, below the average estimate of $19.13 million, showing a +3.9% year-over-year change [4] Stock Performance - Goosehead's shares have returned -32% over the past month, compared to a -1.4% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Beta Bionics, Inc. (BBNX) came out with a quarterly loss of $0.3 per share versus the Zacks Consensus Estimate of a loss of $0.42. This compares to a loss of $1.82 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +28.57%. A quarter ago, it was expected that this company would post a loss of $0.45 per share when it actually produced a loss of $0.33, delivering a surprise of +26.67%.Over the last four quarters, the company has su ...

Tactile Systems Technology (TCMD) came out with quarterly earnings of $0.46 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.4 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.77%. A quarter ago, it was expected that this medical device maker would post earnings of $0.16 per share when it actually produced earnings of $0.36, delivering a surprise of +125%.Over the last four ...

USANA Health Sciences (USNA) came out with quarterly earnings of $0.6 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.64 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +46.34%. A quarter ago, it was expected that this nutritional supplement maker would post a loss of $0.15 per share when it actually produced a loss of $0.15, delivering no surprise.Over the last four quarters ...

Glaukos (GKOS) came out with a quarterly loss of $0.28 per share versus the Zacks Consensus Estimate of a loss of $0.22. This compares to a loss of $0.4 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -26.47%. A quarter ago, it was expected that this glaucoma treatments developer would post a loss of $0.27 per share when it actually produced a loss of $0.16, delivering a surprise of +40.74%.Over the last four quarters, the com ...

Core Viewpoint - Expand Energy (EXE) reported quarterly earnings of $2 per share, exceeding the Zacks Consensus Estimate of $1.89 per share, and showing significant growth from $0.55 per share a year ago, indicating strong performance in the oil and gas sector [1] Financial Performance - The company achieved revenues of $2.31 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.56%, and up from $1.6 billion in the same quarter last year [2] - Over the last four quarters, Expand Energy has exceeded consensus EPS estimates three times and topped revenue estimates two times [2] Stock Performance - Expand Energy shares have declined approximately 5.7% since the beginning of the year, contrasting with the S&P 500's slight decline of 0.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.34 on revenues of $2.46 billion, and for the current fiscal year, it is $8.19 on revenues of $9.43 billion [7] - The trend of earnings estimate revisions for Expand Energy was mixed prior to the earnings release, which may influence future stock performance [6] Industry Context - The Alternative Energy - Other industry, to which Expand Energy belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment [5]

分组1 - TFI International Inc. reported quarterly earnings of $1.09 per share, exceeding the Zacks Consensus Estimate of $0.85 per share, but down from $1.19 per share a year ago, representing an earnings surprise of +27.93% [1] - The company posted revenues of $1.91 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 0.48% and down from $2.08 billion year-over-year [2] - TFI International shares have increased by approximately 16.4% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] 分组2 - The earnings outlook for TFI International is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The estimate revisions trend for TFI International was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] - The current consensus EPS estimate for the upcoming quarter is $0.84 on revenues of $1.92 billion, and for the current fiscal year, it is $5.12 on revenues of $8.11 billion [7] 分组3 - The Transportation - Services industry, to which TFI International belongs, is currently ranked in the bottom 46% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Universal Logistics, another company in the same industry, is expected to report a quarterly loss of $0.05 per share, reflecting a year-over-year change of -106.5%, with revenues projected to be $376.1 million, down 19.1% from the previous year [9]

Core Insights - Cadence Design Systems (CDNS) reported quarterly earnings of $1.99 per share, exceeding the Zacks Consensus Estimate of $1.90 per share and up from $1.88 per share a year ago [1] - The earnings surprise for this quarter was +4.57%, following a previous surprise of +7.82% when earnings were $1.93 per share against an expectation of $1.79 per share [2] - The company achieved revenues of $1.44 billion for the quarter, surpassing the Zacks Consensus Estimate by 1.12% and increasing from $1.36 billion year-over-year [3] Earnings Performance - Cadence has consistently surpassed consensus EPS estimates for the last four quarters [2] - The company has also topped consensus revenue estimates four times over the last four quarters [3] Stock Performance and Outlook - Cadence shares have declined approximately 4.2% since the beginning of the year, while the S&P 500 has only declined by 0.1% [4] - The current Zacks Rank for Cadence is 4 (Sell), indicating expectations of underperformance in the near future [7] Future Earnings Expectations - The consensus EPS estimate for the upcoming quarter is $1.82 on revenues of $1.38 billion, and for the current fiscal year, it is $8.03 on revenues of $5.95 billion [8] - The estimate revisions trend for Cadence was unfavorable prior to the earnings release, but this may change following the recent results [7] Industry Context - The Computer - Software industry, to which Cadence belongs, is currently ranked in the top 31% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9] - Another company in the same industry, Oracle, is expected to report quarterly earnings of $1.70 per share, reflecting a year-over-year increase of +15.7% [10]

Core Viewpoint - Goosehead Insurance (GSHD) reported quarterly earnings of $0.64 per share, exceeding the Zacks Consensus Estimate of $0.54 per share, but down from $0.79 per share a year ago, indicating an earnings surprise of +18.89% [1] Financial Performance - The company achieved revenues of $105.26 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 9.10% and up from $93.92 million year-over-year [2] - Over the last four quarters, Goosehead has exceeded consensus EPS estimates two times and topped revenue estimates twice [2] Stock Performance - Goosehead shares have declined approximately 33.9% since the beginning of the year, contrasting with the S&P 500's slight decline of 0.1% [3] - The current Zacks Rank for Goosehead is 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $0.24 on revenues of $90.24 million, while the estimate for the current fiscal year is $2.13 on revenues of $423.28 million [7] - The trend of earnings estimate revisions for Goosehead was mixed prior to the earnings release, which may influence future stock movements [5][6] Industry Context - The Insurance - Multi line industry, to which Goosehead belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Core Insights - Mercury General (MCY) reported quarterly earnings of $3.66 per share, exceeding the Zacks Consensus Estimate of $2.56 per share, and showing an increase from $2.78 per share a year ago, resulting in an earnings surprise of +42.97% [1] - The company generated revenues of $1.54 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.76% and up from $1.43 billion year-over-year [2] Earnings Performance - Over the last four quarters, Mercury General has surpassed consensus EPS estimates three times [2] - The company had a previous quarter earnings surprise of +79.53%, with actual earnings of $3.86 per share compared to an expected $2.15 per share [1][2] Stock Performance - Mercury General shares have declined approximately 0.6% since the beginning of the year, while the S&P 500 has seen a slight decline of 0.1% [3] - The current Zacks Rank for Mercury General is 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $2.10 on revenues of $1.46 billion, and for the current fiscal year, it is $8.40 on revenues of $6.23 billion [7] - The outlook for the insurance industry, particularly the Property and Casualty sector, is currently in the bottom 47% of Zacks industries, which may impact stock performance [8] Industry Context - HCI Group, another company in the same industry, is expected to report quarterly earnings of $4.87 per share, reflecting a year-over-year change of +1471%, with revenues projected at $232.36 million, up 43.5% from the previous year [9][10]