Core Insights - FactSet Research reported revenue of $585.52 million for the quarter ended May 2025, marking a year-over-year increase of 5.9% [1] - The earnings per share (EPS) for the same period was $4.27, slightly down from $4.37 a year ago, with an EPS surprise of -0.93% compared to the consensus estimate of $4.31 [1] Financial Performance Metrics - Total Annual Subscription Value (ASV) reached $2.34 billion, exceeding the average estimate of $2.32 billion [4] - The total number of clients increased to 8,811, surpassing the estimated 8,718 [4] - Total users were reported at 220,496, slightly below the average estimate of 225,123 [4] - ASV from buy-side clients remained stable at 82.3%, matching the average estimate [4] - Domestic ASV was reported at $1.51 billion, slightly above the estimated $1.50 billion [4] - International ASV was $822 million, marginally below the estimate of $824.51 million [4] - Organic ASV was $2.30 billion, just under the average estimate of $2.31 billion [4] Revenue Breakdown - Revenues from U.S. clients were $380.5 million, exceeding the average estimate of $376.58 million, reflecting a year-over-year increase of 6.7% [4] - Revenues from international clients totaled $205 million, slightly above the estimate of $204.15 million, with a year-over-year change of 4.5% [4] - Revenues from Asia Pacific clients were reported at $59.30 million, above the average estimate of $58.64 million, representing a year-over-year increase of 7.8% [4] - Revenues from EMEA clients reached $145.70 million, marginally exceeding the estimate of $145.59 million, with a year-over-year change of 3.2% [4] Stock Performance - FactSet shares have returned -8.7% over the past month, contrasting with the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

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The Kroger Co. KR will release its first-quarter financial results before the opening bell on Friday, June 20.Analysts expect the Cincinnati, Ohio-based company to report quarterly earnings at $1.46 per share, up from $1.43 per share in the year-ago period. Kroger projects quarterly revenue of $45.31 billion, compared to $45.27 billion a year earlier, according to data from Benzinga Pro.On March 6, the company reported fourth-quarter adjusted earnings per share of $1.14, beating the street view of $1.11. Qu ...

Core Viewpoint - Cisco Systems (CSCO) shares have increased by approximately 1.3% since the last earnings report, underperforming the S&P 500 index [1] Group 1: Earnings Report Insights - The recent earnings report indicates that estimates for Cisco have trended upward over the past month [2] - The stock has received a Zacks Rank of 3 (Hold), suggesting an expectation of in-line returns in the upcoming months [4] Group 2: VGM Scores - Cisco has an average Growth Score of C and a Momentum Score of C, while it received a D grade for Value, placing it in the bottom 40% for that investment strategy [3] - The overall aggregate VGM Score for Cisco is D, which is significant for investors not focused on a single strategy [3]

Group 1 - Jabil Inc. is set to release its third-quarter earnings results on June 17, with analysts expecting earnings of $2.30 per share, an increase from $1.89 per share in the same period last year [1] - The company is projected to report quarterly revenue of $7.03 billion, compared to $6.76 billion a year earlier [1] - Jabil signed a memorandum of understanding with AVL Software and Functions GmbH, which is expected to enhance its capabilities in the e-drive and software sector [2] Group 2 - Goldman Sachs analyst Mark Delaney maintained a Buy rating and raised the price target from $165 to $188 [5] - Barclays analyst George Wang maintained an Overweight rating and increased the price target from $184 to $206 [5] - JP Morgan analyst Samik Chatterjee maintained an Overweight rating but reduced the price target from $175 to $154 [5] - UBS analyst David Vogt maintained a Neutral rating and raised the price target from $152 to $157 [5] - Stifel analyst Matthew Sheerin reiterated a Buy rating and increased the price target from $150 to $160 [5]

Over the past few days, investors have clearly liked what they see on Uxin's (UXIN -8.26%) lot. The Chinese operator of used-car dealerships saw its share price accelerate 7% higher week to date as of early Friday morning, according to data compiled by S&P Global Market Intelligence, thanks mainly to an inspiring quarterly earnings report.Notable improvements in first-quarter fundamentalsThe market was cheered by Uxin's first-quarter performance, not least because the auto retailer posted some impressive ye ...

Core Insights - Chewy, Inc. (CHWY) reported strong first-quarter fiscal 2025 results, with both revenue and earnings exceeding expectations and showing year-over-year growth [1][3][11] Financial Performance - Adjusted earnings were 35 cents per share, beating the Zacks Consensus Estimate of 34 cents, and reflecting a 12.9% increase from the previous year [3] - Net sales reached $3,116 million, surpassing the Zacks Consensus Estimate of $3,076 million, marking an 8.3% increase from $2,877.7 million in the prior year [3][11] - Gross profit increased by 8.2% year over year to $923.8 million, while gross margin slightly decreased to 29.6% [7] - Adjusted EBITDA was $192.7 million, an 18.3% increase from $162.9 million in the same quarter last year, with an adjusted EBITDA margin of 6.2% [9] Sales Breakdown - Hardgoods sales grew 12.3% year over year to $342.2 million, driven by improved inventory management and the addition of over 150 new brands [4][11] - Consumable sales increased by 6.4% year over year to $2.18 billion [4] - Autoship sales rose 14.8% to $2.56 billion, representing a record 82.2% of total net sales [5][11] Customer Metrics - The company ended the quarter with 20.8 million active customers, a 3.8% increase year over year [5] - Net sales per active customer reached $583, reflecting a 3.7% year-over-year increase [6] Cost and Expense Management - SG&A expenses rose 8.4% year over year to $653.1 million, accounting for 21% of net sales [8] - Advertising and marketing expenses totaled $193.8 million, up 3.7% year over year [8] Future Outlook - For Q2 fiscal 2025, Chewy expects net sales between $3.06 billion and $3.09 billion, with adjusted earnings per share projected between 30 cents and 35 cents [14] - For the full fiscal 2025, net sales are expected to be between $12.3 billion and $12.5 billion, representing approximately 6% to 7% year-over-year growth [15] - The company anticipates converting around 80% of adjusted EBITDA into free cash flow, translating to approximately $550 million [16]

Core Insights - AstroNova, Inc. reported a net loss of 5 cents per share for Q1 fiscal 2026, a decline from a net income of 15 cents per share in the same quarter last year [2] - The company's revenues increased by 14.4% year over year to $37.7 million, driven by growth in both the Product Identification and Aerospace segments [2] - Despite revenue growth, profitability metrics declined, with operating income dropping to $0.6 million from $1.3 million a year ago [3] Financial Performance - Adjusted net income for the quarter was 5 cents per share, down from 15 cents per share in the prior-year quarter [2] - Operating income for the Product ID segment decreased by 6.7% to $2.8 million, while adjusted operating income rose 4.4% to $3.1 million [4] - The Aerospace segment's operating income increased by 60.5% year over year to $2.8 million, with adjusted operating income at 25.7% of revenue [5] Orders and Backlog - Orders rose 5.4% year over year to $34.9 million, supported by growth in Product ID [6] - Backlog declined to $25.5 million from $28.3 million at the end of fiscal 2025, primarily due to fulfillment of previously delayed shipments [6] Management Commentary - CEO Greg Woods highlighted the transition to high-margin ToughWriter products and the commercialization of next-generation Product ID printers [7] - Management noted that 83% of revenue was recurring and attributed improved adjusted operating income to synergies from the MTEX acquisition [7] Cost Management and Guidance - AstroNova reaffirmed its full-year fiscal 2026 outlook, expecting revenue between $160 million and $165 million, indicating about 7% growth at the midpoint [12] - Adjusted EBITDA margin is projected to range from 8.5% to 9.5%, reflecting continued margin expansion from cost containment efforts [12] Other Developments - The integration of MTEX into the Product ID segment contributed $1.4 million in revenues [13] - The company executed $1.9 million in annualized cost reductions as part of a broader $3 million restructuring initiative [13] - AstroNova improved its liquidity position to $12.6 million and reported free cash flow of $4.4 million for the quarter [13]

Oracle Corporation ORCL will release earnings results for the fourth quarter, after the closing bell on Wednesday, June 11. Analysts expect the Austin, Texas-based company to report quarterly earnings at $1.64 per share, up from $1.63 per share in the year-ago period. Oracle projects to report quarterly revenue at $15.59 billion, compared to $14.29 billion a year earlier, according to data from Benzinga Pro. The company has missed revenue estimates in two straight quarters and missed estimates in seven of t ...

Core Insights - The J. M. Smucker Company (SJM) reported fourth-quarter fiscal 2025 results, with net sales missing estimates while adjusted earnings exceeded expectations, both metrics showing a year-over-year decline [1][3][10] Financial Performance - Adjusted earnings per share (EPS) were $2.31, down 13% year over year, but above the Zacks Consensus Estimate of $2.25 [3][10] - Net sales totaled $2,143.8 million, a 3% decline year over year, missing the Zacks Consensus Estimate of $2,191 million [3][10] - Excluding noncomparable sales from divestitures and currency impacts, net sales decreased by 1%, attributed to a 3% drop in volume/mix, partially offset by a 3% increase in net price realization [3][10] Segment Performance - U.S. Retail Pet Foods: Sales fell 13% to $395.5 million, with an 11-percentage-point negative impact from volume/mix [5] - U.S. Retail Coffee: Sales increased 11% to $738.6 million, driven by a 10% rise in net price realization [6] - U.S. Retail Frozen Handheld and Spreads: Sales decreased slightly to $449.8 million, with a profit drop of 5% to $91 million [7] - Sweet Baked Snacks: Sales were $251 million, down 26% year over year, with a profit decline of 72% to $20 million [8] - International and Away From Home: Sales increased 3% to $308.9 million, with a profit increase of 13% to $69.2 million [9] Financial Health - Cash and cash equivalents stood at $69.9 million, with long-term debt of $7,036.8 million and total shareholders' equity of $6,082.6 million [11] - Operating cash flow was $393.9 million, and free cash flow was $298.9 million for the quarter [11] Future Outlook - For fiscal 2026, SJM anticipates net sales growth of 2-4%, factoring in the impact of recent divestitures [13] - Comparable net sales are expected to rise approximately 3.5-5.5%, driven by higher net price realization, despite volume/mix declines [14] - Adjusted EPS guidance for fiscal 2026 is set between $8.50 and $9.50, down from $10.12 in fiscal 2025 [15]