Core Insights - FS KKR Capital reported a revenue of $373 million for the quarter ended September 2025, reflecting a year-over-year decline of 15.4% and an EPS of $0.57, down from $0.74 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $376.07 million, resulting in a surprise of -0.82% [1] - The company did not deliver an EPS surprise, as the consensus EPS estimate was also $0.57 [1] Financial Performance Metrics - Investment income from fee income was reported at $4 million, significantly below the average estimate of $9.82 million, marking an 81% year-over-year decline [4] - Investment income from dividend and other income was $84 million, exceeding the average estimate of $74.61 million, representing a year-over-year increase of 31.3% [4] - Paid-in-kind interest income was reported at $54 million, compared to the average estimate of $49.79 million, reflecting an 18.2% year-over-year decline [4] - Interest income was $231 million, slightly below the average estimate of $239.33 million, indicating a year-over-year decrease of 20.3% [4] Stock Performance - FS KKR Capital shares have returned +2.8% over the past month, outperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

For the quarter ended September 2025, Energy Transfer LP (ET) reported revenue of $19.95 billion, down 3.9% over the same period last year. EPS came in at $0.28, compared to $0.32 in the year-ago quarter.The reported revenue represents a surprise of -12.9% over the Zacks Consensus Estimate of $22.91 billion. With the consensus EPS estimate being $0.33, the EPS surprise was -15.15%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to det ...

Core Insights - Curtiss-Wright reported revenue of $869.17 million for the quarter ended September 2025, reflecting an 8.8% increase year-over-year, although it was a slight miss of 0.32% compared to the Zacks Consensus Estimate of $871.92 million [1] - The earnings per share (EPS) for the quarter was $3.40, up from $2.97 in the same quarter last year, surpassing the consensus estimate of $3.28 by 3.66% [1] Financial Performance - Adjusted Sales in Aerospace & Industrial reached $247.99 million, slightly above the estimated $247.75 million, marking an 8.5% increase from the previous year [4] - Adjusted Sales in Naval & Power were reported at $368.03 million, below the estimate of $377.42 million, but showed a 12.5% year-over-year increase [4] - Adjusted Sales in Defense Electronics amounted to $253.16 million, exceeding the average estimate of $247.19 million, with a year-over-year growth of 4.2% [4] Operating Income - Adjusted Operating Income for Naval & Power was $61.25 million, slightly below the estimate of $61.87 million [4] - Adjusted Operating Income for Defense Electronics was reported at $73.96 million, surpassing the average estimate of $64.25 million [4] - Adjusted Operating Income for Aerospace & Industrial was $46.01 million, above the estimate of $44.64 million [4] - Corporate and other reported an adjusted operating loss of $10.85 million, worse than the estimate of $7.49 million [4] Stock Performance - Curtiss-Wright's shares have returned 8.5% over the past month, outperforming the Zacks S&P 500 composite, which saw a 1% 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 - Marqeta reported revenue of $163.31 million for the quarter ended September 2025, reflecting a year-over-year increase of 27.6% [1] - The earnings per share (EPS) was -$0.01, an improvement from -$0.06 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $148.97 million by 9.62%, while the EPS matched the consensus estimate of -$0.01 [1] Financial Performance Metrics - Total Processing Volume (TPV) reached $97.96 billion, surpassing the average estimate of $93.48 billion from two analysts [4] - Total platform services revenue was $155.77 million, exceeding the average estimate of $142.05 million, marking a 27.9% increase year-over-year [4] - Revenue from other services was $7.53 million, slightly above the estimated $7.37 million, representing a 22.1% year-over-year increase [4] Stock Performance - Marqeta's shares have declined by 11.3% over the past month, contrasting with a 1% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - Lumentum Holdings reported strong quarterly earnings, exceeding analyst expectations and showing significant growth in revenue and net income [1][2][3] Financial Performance - For the first quarter of fiscal 2026, Lumentum achieved net revenue of approximately $534 million, a 58% increase compared to the same period in fiscal 2025 [2] - Non-GAAP net income rose by 36% to $86.4 million, translating to $1.10 per share [2] - The company surpassed analyst estimates of $526 million in revenue and $1.03 in non-GAAP net income [3] Future Guidance - Lumentum provided guidance for the second quarter, projecting net revenue between $630 million and $670 million, and adjusted earnings per share ranging from $1.30 to $1.50 [4] - These forecasts are significantly higher than current analyst estimates of $561.9 million in revenue and $1.17 per share [4] Market Reaction - Following the earnings report, Lumentum's stock surged nearly 24%, outperforming the S&P 500's 0.4% increase [1]

Core Insights - Devon Energy reported $4.33 billion in revenue for Q3 2025, a year-over-year increase of 7.6% and a surprise of +5.17% over the Zacks Consensus Estimate of $4.12 billion [1] - The EPS for the quarter was $1.04, compared to $1.10 a year ago, with an EPS surprise of +11.83% over the consensus estimate of $0.93 [1] Financial Performance Metrics - Average Daily Production of Total Oil was 390 million barrels per day, exceeding the analyst estimate of 387.58 million barrels per day [4] - Average Daily Production of Total Gas was 1410 million cubic feet per day, surpassing the estimate of 1380.75 million cubic feet per day [4] - Average Daily Production of Total NGL was 228 million barrels per day, compared to the estimate of 221.11 million barrels per day [4] - Total oil equivalent production was 853 million barrels per day, above the seven-analyst average estimate of 838.7 million barrels per day [4] Revenue Breakdown - Marketing and midstream revenues reached $1.44 billion, exceeding the four-analyst average estimate of $1.3 billion, representing a year-over-year change of +27.4% [4] - Oil, gas, and NGL sales amounted to $2.81 billion, slightly above the estimated $2.76 billion, reflecting a +5.4% change compared to the previous year [4] - Oil, gas, and NGL derivatives generated $80 million, below the average estimate of $104.5 million, marking a significant decline of -64.8% year-over-year [4] Stock Performance - Devon Energy's shares have returned -7% over the past month, 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 - DoorDash, Inc. reported mixed third-quarter earnings, missing EPS estimates while beating revenue expectations [1][2] Financial Performance - Earnings per share (EPS) for Q3 were 55 cents, missing the consensus estimate of 68 cents by 19.24% [2] - Quarterly revenue reached $3.44 billion, surpassing the analyst consensus estimate of $3.35 billion [2] Growth Metrics - Total orders increased by 21% year-over-year to 776 million [5] - Marketplace Gross Order Value (GOV) rose by 25% year-over-year to $25 billion [5] Future Outlook - For Q3 2025, DoorDash generated nearly $24 billion in combined sales for merchants and earnings for Dashers, with expectations to exceed $100 billion in 2026 [3]

Core Insights - DoorDash (NASDAQ: DASH) exceeded revenue expectations by reporting $3.45 billion in third-quarter sales, indicating strong operational momentum [1] Financial Performance - The company achieved third-quarter sales of $3.45 billion, surpassing market expectations [1]

Core Insights - The company reported earnings of $11.27 billion, exceeding the expected $10.79 billion, indicating strong performance [1] - Adjusted EPS was $3, surpassing the anticipated $2.88, reflecting effective cost management and revenue generation [1] - Guidance for Q1 is solid, with revenue expected to be between $11.8 billion and $12.6 billion, compared to the $11.62 billion forecast [1] - The midpoint EPS guidance for Q1 is $3.40, higher than the expected $3.31 [1] Geographic and Sector Performance - Growth was observed across various geographies, indicating a broad market appeal [2] - The automotive sector showed a significant increase of 17%, highlighting its potential as a growth area for the company [2]

Core Insights - DoorDash reported third-quarter earnings that fell short of analyst expectations, leading to a 20% drop in stock price following the announcement [1] - The company anticipates spending "several hundred million dollars" on new initiatives and development in 2026, emphasizing the need for investment to foster growth [1] Financial Performance - Revenue increased by 27% year-over-year, reaching $3.45 billion, surpassing the expected $3.36 billion [2][3] - Net income for Q3 was $244 million, or 55 cents per share, compared to $162 million, or 38 cents per share, in the same quarter last year [2] - Total orders grew by 21% year-over-year, totaling 776 million, slightly above the expected 770.13 million [2]