Core Insights - RH reported revenue of $899.15 million for the quarter ended July 2025, marking an 8.4% year-over-year increase, while EPS was $2.93 compared to $1.69 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $905.51 million, resulting in a surprise of -0.7%, and the EPS also missed the consensus estimate of $3.19 by -8.15% [1] Financial Performance - Over the past month, RH shares have returned -6.8%, contrasting with the Zacks S&P 500 composite's +2.4% 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] Key Metrics - Total number of locations for RH is 71, exceeding the three-analyst average estimate of 66 [4] - Total leased selling square footage at the end of the period is 1,594.00 Ksq ft, surpassing the two-analyst average estimate of 1,541.00 Ksq ft [4] - The number of RH Design Galleries is 35, matching the average estimate based on two analysts [4] - The count of RH Baby & Child and Teen Galleries is 1, below the two-analyst average estimate of 2 [4] - The total number of stores at the end of the period is 86, consistent with the two-analyst average estimate [4]

Core Insights - Rokiskio suris AB Group reported consolidated unaudited sales of EUR 211.873 million for the first half of 2025, representing a 21.2% increase compared to EUR 174.808 million in the same period of 2024 [1] - The Group achieved a net profit of EUR 10.288 million in the first half of 2025, with a net profitability of 4.86%, up from EUR 6.429 million in the first half of 2024 [1] - The EBITDA for the first half of 2025 was EUR 17.730 million, an increase from EUR 13.710 million in the first half of 2024, attributed to higher prices for fermented cheeses, whey products, and fats [2] Financial Performance - Consolidated sales for H1 2025: EUR 211.873 million, a 21.2% increase from H1 2024 [1] - Net profit for H1 2025: EUR 10.288 million, up from EUR 6.429 million in H1 2024 [1] - EBITDA for H1 2025: EUR 17.730 million, compared to EUR 13.710 million in H1 2024 [2] Market Factors - The increase in operating results is primarily due to higher prices for fermented cheeses, whey products, and fats during the first half of 2025 [2]

Core Insights - BILL Holdings reported revenue of $383.35 million for the quarter ended June 2025, marking an 11.6% year-over-year increase [1] - The company's EPS for the same period was $0.53, down from $0.57 a year ago, but exceeded the consensus estimate of $0.41 by 29.27% [1] - The reported revenue surpassed the Zacks Consensus Estimate of $375.7 million, resulting in a surprise of 2.04% [1] Key Performance Metrics - Total Payment Volume reached $86 billion, exceeding the estimated $83.4 billion [4] - Transactions processed amounted to 33 million, surpassing the average estimate of 32.42 million [4] - Revenue from subscription and transaction fees was $345.95 million, compared to the estimated $339.06 million, reflecting a 14.8% increase year-over-year [4] - Revenue from interest on funds held for customers was $37.4 million, slightly above the estimated $35.92 million, but showed a year-over-year decline of 11.7% [4] Stock Performance - Shares of BILL Holdings have declined by 9.8% over the past month, while the Zacks S&P 500 composite increased by 1.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - FS KKR Capital reported revenue of $398 million for the quarter ended June 2025, a decrease of 9.3% year-over-year [1] - The company's EPS was -$0.60, down from $0.75 in the same quarter last year, indicating a significant decline [1] - Revenue fell short of the Zacks Consensus Estimate of $401.13 million, resulting in a surprise of -0.78% [1] - The EPS surprise was -195.24%, with the consensus estimate being $0.63 [1] Financial Performance Metrics - Investment income from fee income was $9 million, below the average estimate of $15.41 million from four analysts [4] - Dividend and other income amounted to $91 million, exceeding the average estimate of $81.05 million based on four analysts [4] - Paid-in-kind interest income was reported at $53 million, lower than the estimated $61.66 million, but showed a year-over-year increase of 23.3% [4] - Interest income reached $245 million, slightly above the average estimate of $241.38 million from three analysts [4] Stock Performance - FS KKR Capital's shares have returned -5% over the past month, contrasting with the Zacks S&P 500 composite's +0.5% 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]

Group 1 - Bowhead Specialty Holdings Inc. reported revenue of $133.26 million for the quarter ended June 2025, reflecting a year-over-year increase of 34.8% [1] - The company's EPS for the quarter was $0.37, up from $0.28 in the same quarter last year, indicating a positive earnings performance [1] - The reported revenue exceeded the Zacks Consensus Estimate of $130.63 million by 2.02%, and the EPS also surpassed the consensus estimate of $0.36 by 2.78% [1] Group 2 - Key financial metrics for Bowhead Specialty Holdings include an expense ratio of 30.6%, a combined ratio of 96.8%, and a loss ratio of 66.2%, all of which compare favorably against analyst estimates [4] - Net earned premiums were reported at $119.14 million, exceeding the average estimate of $116.53 million, while other insurance-related income was $0.46 million, surpassing the $0.2 million estimate [4] - Net investment income was reported at $13.68 million, slightly below the average estimate of $13.9 million [4] Group 3 - Over the past month, shares of Bowhead Specialty Holdings Inc. have returned -6.9%, contrasting with the Zacks S&P 500 composite's +1% change, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance in the near term [3]

Core Insights - National Storage (NSA) reported revenue of $188.84 million for the quarter ended June 2025, reflecting a decrease of 0.8% year-over-year and a surprise of -0.36% compared to the Zacks Consensus Estimate of $189.53 million [1] - The earnings per share (EPS) for the quarter was $0.55, significantly higher than the $0.16 reported in the same quarter last year, but below the consensus estimate of $0.58, resulting in an EPS surprise of -5.17% [1] Revenue Breakdown - Rental revenue was reported at $169.84 million, slightly below the average estimate of $172.35 million, but showing a year-over-year increase of 1.1% [4] - Management fees and other revenue reached $12.23 million, compared to the estimated $12.43 million, marking a substantial year-over-year increase of 28.4% [4] - Other property-related revenue was $6.77 million, slightly above the two-analyst average estimate of $6.75 million, with a year-over-year change of 8.4% [4] Stock Performance - Over the past month, shares of National Storage have returned -9.2%, contrasting with the Zacks S&P 500 composite's increase of 0.6% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - SM Energy reported revenue of $792.94 million for the quarter ended June 2025, reflecting a 25% increase year-over-year and a surprise of +1.64% over the Zacks Consensus Estimate of $780.12 million [1] - The company's EPS was $1.50, down from $1.85 in the same quarter last year, with an EPS surprise of +21.95% compared to the consensus estimate of $1.23 [1] Financial Performance - Average daily production totaled 209.1 million barrels of oil equivalent per day, exceeding the average estimate of 203.92 million barrels [4] - Crude oil production averaged 115.7 million barrels per day, surpassing the estimated 109.41 million barrels [4] - Natural gas production averaged 398.3 million cubic feet per day, slightly below the estimated 406.63 million cubic feet [4] - NGL production averaged 26.9 million barrels per day, in line with the estimate of 26.91 million barrels [4] Revenue Breakdown - Operating revenue from crude oil was $653.38 million, exceeding the average estimate of $622.2 million, representing a year-over-year increase of +22.7% [4] - Operating revenue from natural gas was $77.99 million, significantly higher than the average estimate of $109.01 million, with a year-over-year change of +72.6% [4] - Operating revenue from NGL was $53.7 million, slightly above the average estimate of $50.97 million, showing a year-over-year decrease of -3.6% [4] - Total operating revenue from oil, gas, and NGL production was $785.08 million, compared to the average estimate of $781.69 million, reflecting a year-over-year increase of +23.9% [4] - Other operating income was reported at $7.87 million, exceeding the average estimate of $3.37 million [4] Stock Performance - SM Energy shares returned +2.8% 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), indicating expected performance in line with the broader market [3]

Group 1 - Savers Value Village (SVV) reported revenue of $417.21 million for the quarter ended June 2025, a year-over-year increase of 7.9% [1] - The EPS for the same period was $0.14, unchanged from a year ago, with a surprise of +16.67% compared to the consensus estimate of $0.12 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $407.82 million by +2.3% [1] Group 2 - Comparable Store Sales Growth was 4.6%, significantly above the four-analyst average estimate of 2.3% [4] - U.S. Comparable Store Sales Growth was 6.2%, compared to the 3.8% average estimate based on three analysts [4] - Canada Comparable Store Sales Growth was 2.6%, exceeding the -0.2% average estimate based on three analysts [4] Group 3 - The number of stores in the United States was 171, slightly below the two-analyst average estimate of 176 [4] - The total number of stores was 354, compared to the 359 estimated by two analysts on average [4] - U.S. Retail revenue was $228.83 million, surpassing the $223.99 million average estimate based on two analysts, representing a +10.5% year-over-year change [4] Group 4 - Other revenue was reported at $33.42 million, close to the $33.54 million average estimate, reflecting a +12.3% year-over-year change [4] - Canada Retail revenue was $154.96 million, exceeding the $152.38 million estimate, with a +3.4% year-over-year change [4] Group 5 - Shares of Savers Value have returned -9.7% over the past month, while the Zacks S&P 500 composite increased by +2.7% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]

Core Insights - Schneider National reported $1.42 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 7.9% and an EPS of $0.21, unchanged from the previous year [1] - The revenue figure was a slight miss of -0.24% compared to the Zacks Consensus Estimate, while the EPS met expectations [1] Financial Performance Metrics - The operating ratio for the consolidated segment was reported at 96.1%, slightly higher than the estimated 95.9% [4] - The intermodal operating ratio was 93.9%, better than the average estimate of 94.4% [4] - The truckload operating ratio was 93.6%, compared to the estimated 94.8% [4] - The logistics operating ratio was 97.7%, exceeding the estimated 97.2% [4] Revenue Breakdown - Fuel surcharge revenue was $138.5 million, below the estimated $141.51 million, reflecting a -6.9% year-over-year change [4] - Inter-segment eliminations revenue was reported at -$41.7 million, worse than the estimated -$33.34 million, but a +4.5% change year-over-year [4] - Logistics revenue reached $339.6 million, surpassing the estimated $327.16 million, with a +6.5% year-over-year increase [4] - Other revenues were $96.8 million, slightly below the estimated $98.43 million, showing a +1.3% year-over-year change [4] - Revenues excluding fuel surcharge totaled $1.28 billion, matching estimates and reflecting a +9.8% year-over-year increase [4] - Intermodal revenue was $265.1 million, exceeding the estimated $256.21 million, with a +4.7% year-over-year change [4] - Truckload revenue was $622.2 million, below the estimated $633.84 million, but showing a +15.2% year-over-year increase [4] - Network revenues excluding fuel surcharge were $181.9 million, below the estimated $193.67 million, reflecting a -6.1% year-over-year change [4] Stock Performance - Schneider National's shares have returned -4.6% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - ArcelorMittal reported revenue of $15.93 billion for Q2 2025, a 2% decline year-over-year, with an EPS of $1.32 compared to $0.63 a year ago, indicating a significant improvement in profitability despite the revenue drop [1] - The reported revenue exceeded the Zacks Consensus Estimate of $15.54 billion by 2.47%, while the EPS fell short of the consensus estimate of $1.33 by 0.75% [1] Financial Performance Metrics - Crude steel production was 14.40 million metric tons (Mmt), slightly below the average estimate of 14.51 Mmt [4] - North American crude steel production was 2,034.00 thousand metric tons (Kmt), lower than the estimated 2,167.02 Kmt [4] - Total steel shipments were 13.80 Kmt, compared to the average estimate of 14.14 Kmt [4] - Iron ore shipments were 9.90 Mmt, exceeding the average estimate of 7.68 Mmt [4] - Steel shipments in Europe were 7,305.00 Kmt, below the estimated 7,554.19 Kmt [4] - Steel shipments in Brazil matched the estimate at 3,498.00 Kmt [4] - North American steel shipments were 2,531.00 Kmt, lower than the estimated 2,616.37 Kmt [4] Sales Performance - Sales in North America reached $3.1 billion, surpassing the average estimate of $2.94 billion, but reflecting a year-over-year decline of 1.9% [4] - Sales in Brazil were $2.82 billion, below the estimated $2.97 billion, marking a 13.2% decline year-over-year [4] - Sales from Sustainable Solutions were $2.73 billion, exceeding the average estimate of $2.51 billion, with a year-over-year decline of 5.7% [4] - Mining sales were reported at $857 million, above the average estimate of $703.08 million, showing a year-over-year increase of 33.7% [4] - Sales in Europe were $7.65 billion, slightly above the estimated $7.57 billion, with a year-over-year decline of 2.2% [4] Stock Performance - Over the past month, ArcelorMittal's shares returned -1.8%, contrasting with the Zacks S&P 500 composite's +2.7% 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]