Core Insights - Guidewire Software (GWRE) reported revenue of $293.51 million for the quarter ended April 2025, marking a year-over-year increase of 22% and exceeding the Zacks Consensus Estimate of $285.72 million by 2.73% [1] - The company achieved an EPS of $0.88, significantly higher than the $0.26 reported a year ago, resulting in an EPS surprise of 91.30% compared to the consensus estimate of $0.46 [1] Financial Performance Metrics - Annual recurring revenue reached $960 million, surpassing the average estimate of $944.40 million by four analysts [4] - Subscription and support revenue was reported at $181.82 million, exceeding the average estimate of $178.14 million by five analysts, reflecting a year-over-year increase of 31.8% [4] - License revenue amounted to $57.23 million, slightly above the average estimate of $55.33 million, with a year-over-year change of 1.8% [4] - Services revenue was reported at $54.45 million, exceeding the average estimate of $52 million, representing a year-over-year increase of 17.1% [4] - Gross profit from subscription and support was $124.41 million, above the average estimate of $120.51 million [4] - Gross profit from services was $1.95 million, below the average estimate of $3.92 million [4] - Gross profit from license revenue was $56.34 million, exceeding the average estimate of $54.87 million [4] Stock Performance - Over the past month, Guidewire Software's shares returned +2.3%, while the Zacks S&P 500 composite saw a +4.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Campbell's reported revenue for the quarter ended April 2025 was $2.48 billion, reflecting a year-over-year increase of 4.5% [1] - The earnings per share (EPS) for the quarter was $0.73, a slight decrease from $0.75 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $2.44 billion by 1.55%, while the EPS surpassed the consensus estimate of $0.65 by 12.31% [1] Financial Performance Metrics - Net Sales in the Meals & Beverages segment reached $1.46 billion, exceeding the average estimate of $1.41 billion by five analysts, with a year-over-year increase of 15% [4] - Net Sales in the Snacks segment totaled $1.01 billion, slightly below the estimated $1.03 billion, representing a year-over-year decline of 7.8% [4] - Operating Earnings for Meals & Beverages were reported at $248 million, closely matching the average estimate of $248.40 million [4] - Operating Earnings for Snacks were $145 million, surpassing the average estimate of $137.08 million [4] - Corporate Operating Earnings were reported at -$226 million, significantly worse than the estimated -$42.90 million [4] Stock Performance - Over the past month, Campbell's shares have returned -5.1%, contrasting with a +6.1% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Financial Performance - For the quarter ended April 2025, American Eagle Outfitters (AEO) reported revenue of $1.09 billion, down 4.7% year-over-year [1] - EPS was reported at -$0.29, a decline from $0.34 in the same quarter last year [1] - The reported revenue matched the Zacks Consensus Estimate of $1.09 billion, resulting in a surprise of -0.15% [1] - The company experienced an EPS surprise of -16.00%, with the consensus EPS estimate being -$0.25 [1] Key Metrics - Total number of stores at the end of the period was 1,176, slightly above the four-analyst average estimate of 1,175 [4] - Comparable store sales decreased by 3%, compared to the average estimate of -3.7% [4] - Total net revenue for American Eagle was $693.87 million, exceeding the average estimate of $680.05 million, representing a year-over-year decline of 4.3% [4] - Total net revenue for Aerie was $359.79 million, slightly above the average estimate of $357.42 million, reflecting a year-over-year decline of 3.5% [4] Stock Performance - Shares of American Eagle have returned +5.3% over the past month, compared to the Zacks S&P 500 composite's +6.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Heico Corporation reported $1.1 billion in revenue for the quarter ended April 2025, marking a year-over-year increase of 14.9% and an EPS of $1.12 compared to $0.88 a year ago, exceeding Zacks Consensus Estimates [1] - The revenue surprise was +3.72% over the consensus estimate of $1.06 billion, while the EPS surprise was +9.80% over the consensus estimate of $1.02 [1] Financial Performance Metrics - Net Sales for the Electronic Technologies Group (ETG) reached $342.17 million, exceeding the average estimate of $334.72 million, representing a year-over-year increase of +7.2% [4] - Net Sales for the Flight Support Group (FSG) were reported at $767.07 million, surpassing the average estimate of $734.76 million, with a year-over-year change of +18.5% [4] - Corporate & Intersegment reported net sales of -$11.42 million, better than the average estimate of -$13.49 million, reflecting a +2.3% year-over-year change [4] - Operating income for the Flight Support Group was $184.98 million, exceeding the average estimate of $170.16 million [4] - Operating income for Electronic Technologies Group was $77.88 million, slightly below the average estimate of $81.52 million [4] - The stock has returned +8.4% over the past month, outperforming the Zacks S&P 500 composite's +5.2% change [3]

Core Insights - Outfront Media reported $390.7 million in revenue for Q1 2025, a year-over-year decline of 4.4% [1] - The EPS for the same period was $0.14, compared to -$0.18 a year ago, indicating a significant improvement [1] - The revenue fell short of the Zacks Consensus Estimate of $396.65 million by 1.50%, while the EPS missed the consensus estimate of $0.15 by 6.67% [1] Financial Performance Metrics - Organic Billboard Revenues were $310.70 million, slightly below the average estimate of $312.96 million, reflecting a year-over-year decline of 1% [4] - Organic Transit Revenues reached $77.70 million, surpassing the estimated $81.41 million, with a year-over-year increase of 2.6% [4] - Organic Total Revenues were reported at $390.70 million, compared to the average estimate of $394.42 million, showing a year-over-year change of 0.3% [4] - Organic Other Revenues significantly dropped to $2.30 million, well below the estimated $3.67 million, marking an 87.8% year-over-year decline [4] - Billboard Revenues were $310.70 million, slightly below the average estimate of $311.47 million, with a year-over-year decline of 5.5% [4] - Revenues from Transit and other sources were $80 million, compared to the estimated $81.56 million, reflecting a year-over-year increase of 0.4% [4] - Net Earnings Per Share (Diluted) were -$0.14, compared to the average estimate of -$0.11 [4] - Adjusted OIBDA for Billboard was $99 million, exceeding the average estimate of $79.85 million [4] - Adjusted OIBDA for Other was $0.50 million, slightly above the estimated $0.35 million [4] - Adjusted OIBDA for Corporate was -$21.10 million, worse than the average estimate of -$13.91 million [4] Stock Performance - Outfront Media's shares returned +3.6% over the past month, while the Zacks S&P 500 composite increased by +11.3% [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]

Financial Performance - Papa John's reported revenue of $518.31 million for the quarter ended March 2025, a year-over-year increase of 0.9% [1] - The EPS for the same period was $0.36, down from $0.67 a year ago, indicating a decline [1] - The reported revenue exceeded the Zacks Consensus Estimate of $509.8 million by 1.67%, while the EPS surprise was +9.09% compared to the consensus estimate of $0.33 [1] Key Metrics - The number of domestic company-owned restaurants was 539, slightly below the estimated 541 [4] - Total North America restaurants stood at 3,516, compared to the average estimate of 3,521 [4] - Comparable sales growth for system-wide North America restaurants was -1%, better than the -1.2% estimate [4] - Comparable sales growth for North America franchised restaurants was -2.3%, worse than the -1.1% estimate [4] - Comparable sales growth for domestic company-owned restaurants was -4.6%, significantly worse than the -1.5% estimate [4] Revenue Breakdown - North America franchise royalties and fees generated $36.81 million, below the $41.63 million estimate, but a 3.1% year-over-year increase [4] - North America commissary revenues were $264.38 million, exceeding the $216.22 million estimate, representing a 30.1% year-over-year increase [4] - Other revenues totaled $23.76 million, significantly below the $34.08 million estimate, reflecting a 59% year-over-year decline [4] - Domestic company-owned restaurant sales were $170.80 million, slightly below the $175.05 million estimate, marking a 3.1% year-over-year decline [4] - International revenues reached $39.11 million, surpassing the $32.63 million estimate, but showing a 3.9% year-over-year decline [4] - Advertising funds revenue was $43.67 million, slightly above the $43.36 million estimate [4] Stock Performance - Shares of Papa John's have returned -1.7% over the past month, contrasting with the Zacks S&P 500 composite's +11.3% 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 - Blue Owl Capital Corporation reported revenue of $464.65 million for Q1 2025, a year-over-year increase of 16.3% [1] - The company's EPS for the same period was $0.39, down from $0.47 a year ago, indicating a decline [1] - Revenue exceeded the Zacks Consensus Estimate of $452.85 million by 2.61%, while EPS fell short of the consensus estimate of $0.43 by 9.30% [1] Financial Performance Metrics - Investment income from non-controlled, non-affiliated investments showed significant growth, with interest income at $356.46 million, surpassing the estimated $303.80 million, reflecting a 21.1% increase year-over-year [4] - Other income from non-controlled, non-affiliated investments was reported at $5.59 million, slightly below the estimated $6.06 million, marking a 5.2% increase year-over-year [4] - Dividend income from controlled, affiliated investments reached $35.01 million, exceeding the estimated $29.21 million, representing a 21.6% year-over-year increase [4] - Total investment income from non-controlled, non-affiliated investments was $418.98 million, surpassing the average estimate of $380 million [4] - Total investment income from controlled, affiliated investments was reported at $43.98 million, exceeding the average estimate of $37.80 million [4] Stock Performance - Over the past month, shares of Blue Owl Capital Corporation returned +9.9%, compared to the Zacks S&P 500 composite's +10.6% 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 - Heritage Insurance (HRTG) reported a revenue of $211.52 million for the quarter ended March 2025, reflecting a year-over-year increase of 10.6% [1] - The earnings per share (EPS) for the quarter was $0.99, significantly higher than the $0.47 reported in the same quarter last year, resulting in an EPS surprise of +115.22% against the consensus estimate of $0.46 [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $213.69 million, showing a surprise of -1.01% [1] Financial Metrics - Ceded Premium Ratio stood at 43.5%, better than the average estimate of 44.1% based on two analysts [4] - Combined Ratio was reported at 84.5%, significantly lower than the estimated average of 96.9% by two analysts [4] - Expense Ratio was 34.8%, closely aligning with the average estimate of 34.9% [4] - Net investment income was $8.58 million, slightly below the estimated $8.85 million, representing a year-over-year change of +0.3% [4] - Net premiums earned were reported at $200.03 million, compared to the average estimate of $201.50 million, indicating a year-over-year increase of +11.5% [4] - Other revenue was $2.92 million, lower than the estimated $3.34 million, reflecting a year-over-year decrease of -12.4% [4] Stock Performance - Heritage Insurance shares have returned +40% over the past month, outperforming the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), suggesting potential for continued outperformance in the near term [3]

Core Insights - Vimeo, Inc. reported revenue of $103.03 million for Q1 2025, a year-over-year decline of 1.8% and an EPS of -$0.02 compared to $0.04 a year ago, with a revenue surprise of +1.66% over the Zacks Consensus Estimate of $101.36 million and an EPS surprise of +33.33% [1] Financial Performance - The company’s revenue metrics show that Vimeo Enterprise generated $24.42 million, exceeding the average estimate of $24.29 million, representing a year-over-year increase of +32.3% [4] - Self-Serve & Add-Ons revenue was reported at $64.69 million, slightly above the average estimate of $63.07 million, but this reflects a year-over-year decline of -7.5% [4] - The Average Revenue Per User (ARPU) for Vimeo Enterprise was $24,624, surpassing the estimated $23,397.16, while the ARPU for Self-Serve & Add-Ons was $189, below the estimated $209.53 [4] Stock Performance - Vimeo shares have returned +7.8% over the past month, outperforming the Zacks S&P 500 composite, which saw a change of +0.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Moderna (MRNA) reported $108 million in revenue for the quarter ended March 2025, representing a year-over-year decline of 35.3%. EPS of -$2.52 for the same period compares to -$3.07 a year ago.The reported revenue represents a surprise of -14.95% over the Zacks Consensus Estimate of $126.98 million. With the consensus EPS estimate being -$2.92, the EPS surprise was +13.70%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...