Core Insights - Malibu Boats (MBUU) reported revenue of $207.04 million for the quarter ended June 2025, marking a year-over-year increase of 30.5% and exceeding the Zacks Consensus Estimate of $195.8 million by 5.74% [1] - The company's EPS for the same period was $0.42, a significant improvement from -$0.39 a year ago, although it fell short of the consensus estimate of $0.44 by 4.55% [1] Revenue Breakdown - Revenue from Malibu products reached $80.3 million, surpassing the average estimate of $56.75 million by two analysts, reflecting a year-over-year increase of 114.1% [4] - Cobalt products generated $53.8 million in revenue, which was below the average estimate of $62.1 million, but still represented a year-over-year increase of 7.2% [4] - Saltwater Fishing products reported revenue of $72.9 million, falling short of the average estimate of $83 million, with a year-over-year change of 2.7% [4] Stock Performance - Over the past month, shares of Malibu Boats have returned +16.4%, significantly outperforming the Zacks S&P 500 composite's +1.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Datadog reported revenue of $826.76 million for the quarter ended June 2025, reflecting a year-over-year increase of 28.1% [1] - The earnings per share (EPS) for the quarter was $0.46, up from $0.43 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $790.78 million, resulting in a positive surprise of +4.55% [1] - Datadog's EPS also surpassed expectations, with a surprise of +12.2% compared to the consensus estimate of $0.41 [1] Key Metrics - The number of customers generating over $100k in annual recurring revenue (ARR) reached 3,850, slightly above the estimated 3,848 [4] - Total customer count stood at 31,400, exceeding the estimated 31,165 [4] - Remaining performance obligations were reported at $2.43 billion, compared to the estimated $2.39 billion [4] Stock Performance - Datadog's shares have returned -0.8% over the past month, while the Zacks S&P 500 composite has increased by +1.9% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - Onity Group reported revenue of $246.6 million for the quarter ended June 2025, reflecting a slight increase of 0.1% year-over-year, but fell short of the Zacks Consensus Estimate of $263.75 million, resulting in a revenue surprise of -6.5% [1] - The company's earnings per share (EPS) was $1.87, significantly down from $4.07 in the same quarter last year, and also missed the consensus EPS estimate of $2.08, leading to an EPS surprise of -10.1% [1] Financial Performance Metrics - Other revenues amounted to $13 million, exceeding the average estimate of $12.3 million by two analysts [4] - Gain on loans held for sale, net, was reported at $10.4 million, below the average estimate of $15.25 million [4] - Gain on reverse loans held for investment and HMBS-related borrowings, net, was $11.9 million, compared to the average estimate of $14.75 million [4] - Servicing and subservicing fees totaled $211.3 million, which was lower than the estimated $221.5 million [4] Stock Performance - Over the past month, Onity's shares have returned -0.6%, while the Zacks S&P 500 composite has increased by +1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - BioMarin Pharmaceutical reported revenue of $825.41 million for the quarter ended June 2025, reflecting a year-over-year increase of 15.9% [1] - The company's EPS was $1.44, up from $0.96 in the same quarter last year, indicating a significant improvement in profitability [1] - The reported revenue exceeded the Zacks Consensus Estimate of $766.23 million by 7.72%, and the EPS surpassed the consensus estimate of $1.03 by 39.81% [1] Revenue Breakdown - Net product revenues totaled $812.98 million, exceeding the average estimate of $755.45 million by analysts, marking a 15.8% increase year-over-year [4] - Royalty and other revenues reached $12.43 million, surpassing the estimated $10.77 million, representing a 25.5% increase compared to the previous year [4] - Specific product revenue highlights include: - NAGLAZYME: $129 million, slightly below the estimate of $120.87 million, a decrease of 2.3% year-over-year [4] - VIMIZIM: $215 million, exceeding the estimate of $186.74 million, a 20.8% increase [4] - PALYNZIQ: $106 million, above the estimate of $100.63 million, a 20.1% increase [4] - VOXZOGO: $221 million, slightly above the estimate of $219.28 million, a 20.2% increase [4] - ROCTAVIAN: $9 million, below the estimate of $12.52 million, a 21.6% increase [4] - KUVAN: $27 million, exceeding the estimate of $21.49 million, a decrease of 5.6% [4] - ALDURAZYME: $56 million, surpassing the estimate of $43.18 million, a significant increase of 45.1% [4] - BRINEURA: $49 million, above the estimate of $45.89 million, an 8.2% increase [4] Stock Performance - BioMarin's shares have returned +1.1% over the past month, outperforming the Zacks S&P 500 composite's +0.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

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 Wayfair performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Wayfair (W) reported $3.27 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 5%. EPS of $0.87 for the same period compares to $ ...

Shake Shack (SHAK) reported $356.47 million in revenue for the quarter ended June 2025, representing a year- over-year increase of 12.6%. EPS of $0.44 for the same period compares to $0.27 a year ago. View all Key Company Metrics for Shake Shack here>>> Shares of Shake Shack have returned -0.3% over the past month versus the Zacks S&P 500 composite's +2.7% 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. Same-Shack sal ...

格隆汇7月31日｜壳牌第二季度营收654.1亿美元，预估648亿美元；调整后利润42.6亿美元，预估37.4亿 美元；调整后每股收益0.72美元，预估0.60美元。 ...

Core Insights - Knowles reported Q2 2025 earnings with revenue of $145.9 million and non-GAAP EPS of $0.24, both exceeding analyst expectations of $139.75 million and $0.23 respectively [1][2] - The company demonstrated strong cash generation with adjusted free cash flow increasing by 70.7% year-over-year to $39.6 million [6] - The Precision Devices segment showed robust demand, contributing to the overall revenue outperformance [5] Financial Performance - Non-GAAP EPS increased by 20.0% from $0.20 in Q2 2024 to $0.24 in Q2 2025 [2] - Revenue grew by 7.9% year-over-year from $135.2 million in Q2 2024 to $145.9 million in Q2 2025 [2] - Non-GAAP gross profit reached $64.5 million, up from $59.8 million in Q2 2024, reflecting a 7.9% increase [2] Business Segments - Knowles operates primarily in two segments: Precision Devices, focusing on critical components for medtech and defense, and MedTech and Specialty Audio, providing audio solutions [3][4] - The Precision Devices segment experienced increased order activity and backlog, particularly in medtech and defense applications [5] Strategic Focus - The company is concentrating on high-value end markets, particularly in medtech and defense, to ensure business stability [4] - Strategic investments in R&D and a global manufacturing footprint are key to mitigating risks from tariffs and supply chain disruptions [4] Cash Flow and Profitability - Net cash from operations was $36.4 million, supporting $30 million in share repurchases, indicating a strong cash position of $103.2 million as of June 30, 2025 [6] - Non-GAAP gross margin remained steady at 44.2%, while GAAP gross margin slightly decreased to 41.5% [7] Future Outlook - Management projects Q3 2025 revenue between $144 million and $154 million, with non-GAAP EPS expected to be between $0.29 and $0.33 [9] - Leadership anticipates improvements in gross margins as production mix shifts and capacity utilization increases [9][10]

Core Insights - Edwards Lifesciences reported $1.53 billion in revenue for Q2 2025, a year-over-year decline of 6.1% with an EPS of $0.67 compared to $0.70 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $1.49 billion, resulting in a surprise of +2.85%, while the EPS also surpassed expectations by +8.06% [1] Revenue Performance - Net Sales in Europe reached $378.2 million, exceeding the average estimate of $353.07 million, reflecting a year-over-year increase of +12.7% [4] - Net Sales outside the United States were $642.5 million, surpassing the average estimate of $621.76 million, with a year-over-year change of +12.9% [4] - Net Sales in the United States amounted to $889.7 million, above the average estimate of $865.54 million, showing an increase of +8.9% year-over-year [4] - Net Sales in Japan were $95.3 million, slightly below the average estimate of $105.11 million, but still representing a +9% year-over-year change [4] - Net Sales in the Rest of the World reached $169 million, exceeding the average estimate of $163.59 million, with a year-over-year increase of +15.7% [4] Product Group Performance - Net Sales for Transcatheter Mitral and Tricuspid Therapies were $134.5 million, surpassing the average estimate of $129.87 million, with a significant year-over-year increase of +62.1% [4] - Net Sales for Surgical Structural Heart products totaled $266.8 million, exceeding the average estimate of $259.33 million, reflecting a year-over-year change of +1% [4] - Net Sales for Transcatheter Aortic Valve Replacement reached $1.13 billion, above the average estimate of $1.1 billion, with a year-over-year increase of +8.9% [4] Stock Performance - Shares of Edwards Lifesciences have returned -0.1% over the past month, while the Zacks S&P 500 composite increased by +5.7% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Viewpoint - United Bankshares (UBSI) demonstrated strong financial performance in the quarter ended June 2025, with significant increases in revenue and earnings per share (EPS) compared to the previous year [1]. Financial Performance - Revenue for the quarter was reported at $306.79 million, reflecting a year-over-year increase of 19.5% [1]. - EPS was reported at $0.85, up from $0.71 in the same quarter last year [1]. - The revenue exceeded the Zacks Consensus Estimate of $298 million, resulting in a surprise of +2.95% [1]. - EPS also surpassed the consensus estimate of $0.77, with a surprise of +10.39% [1]. Key Metrics - Efficiency Ratio stood at 48.4%, better than the three-analyst average estimate of 50% [4]. - Average balance of earning assets was $28.95 billion, slightly below the estimated $29.18 billion [4]. - Net interest margin was reported at 3.8%, exceeding the average estimate of 3.7% [4]. - Net Charge-off as a percentage of average loans was 0.1%, matching the two-analyst average estimate [4]. - Income from mortgage banking operations was $2.6 million, below the average estimate of $3.28 million [4]. - Total Noninterest Income reached $31.46 million, surpassing the average estimate of $30.44 million [4]. - Income from bank-owned life insurance was $3.62 million, exceeding the estimated $2.94 million [4]. - Other income was reported at $2.1 million, slightly above the average estimate of $2.01 million [4]. - Fees from deposit services totaled $9.66 million, below the average estimate of $9.79 million [4]. - Other service charges, commissions, and fees were $1.15 million, above the average estimate of $1 million [4]. - Bankcard fees and merchant discounts reached $2.1 million, exceeding the estimated $1.89 million [4]. - Net Interest Income (Taxable Equivalent) was reported at $275.33 million, higher than the estimated $266.03 million [4]. Stock Performance - Shares of United Bankshares returned +2.2% over the past month, compared to the Zacks S&P 500 composite's +5.7% change [3]. - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3].