Core Viewpoint - AppFolio reported quarterly earnings of $1.21 per share, slightly missing the Zacks Consensus Estimate of $1.22 per share, but showing an increase from $1.05 per share a year ago [1] - The company posted revenues of $217.7 million for the quarter, which also fell short of the Zacks Consensus Estimate by 1.74%, compared to $187.43 million in the same quarter last year [2] Financial Performance - AppFolio's earnings surprise was -0.82%, and it has surpassed consensus EPS estimates two times over the last four quarters [1][2] - The company has topped consensus revenue estimates three times in the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $1.32, with expected revenues of $232.74 million, and for the current fiscal year, the EPS estimate is $5.35 on revenues of $940.44 million [7] Stock Performance - AppFolio shares have declined approximately 8.5% since the beginning of the year, slightly outperforming the S&P 500's decline of 8.6% [3] - The stock currently holds a Zacks Rank of 4 (Sell), indicating expectations of underperformance in the near future [6] Industry Outlook - The Internet - Software industry, to which AppFolio belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Viewpoint - Federated Hermes reported quarterly earnings of $1.10 per share, exceeding the Zacks Consensus Estimate of $0.91 per share, and showing an increase from $0.89 per share a year ago [1][2] Financial Performance - The company achieved revenues of $423.54 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.88%, and up from $396.37 million year-over-year [3] - The earnings surprise for the quarter was 20.88%, and the company has surpassed consensus EPS estimates in all four of the last quarters [2] Market Position and Outlook - Federated Hermes shares have declined approximately 8% since the beginning of the year, slightly better than the S&P 500's decline of 8.6% [4] - The current consensus EPS estimate for the upcoming quarter is $0.93 on revenues of $422.77 million, and for the current fiscal year, it is $3.81 on revenues of $1.7 billion [8] Industry Context - The Financial - Investment Management industry, to which Federated Hermes belongs, is currently ranked in the bottom 7% of over 250 Zacks industries, indicating potential challenges ahead [9] - Another company in the same industry, GCM Grosvenor Inc., is expected to report quarterly earnings of $0.20 per share, reflecting a year-over-year increase of 42.9% [10]

Core Viewpoint - Universal Logistics (ULH) reported quarterly earnings of $0.23 per share, significantly missing the Zacks Consensus Estimate of $0.48 per share, and down from $1.99 per share a year ago, indicating a substantial earnings surprise of -52.08% [1] Financial Performance - The company posted revenues of $382.39 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 4.55%, and down from $491.91 million year-over-year [2] - Over the last four quarters, Universal Logistics has surpassed consensus EPS estimates only once [2] Stock Performance - Universal Truckload shares have declined approximately 41.3% since the beginning of the year, compared to a decline of -8.6% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $0.63 on revenues of $432.3 million, and for the current fiscal year, it is $2.81 on revenues of $1.74 billion [7] Industry Outlook - The Transportation - Services industry, to which Universal Truckload belongs, is currently ranked in the bottom 23% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Universal Truckload's stock performance [5][6]

Company Performance - SS&C Technologies reported quarterly earnings of $1.44 per share, exceeding the Zacks Consensus Estimate of $1.41 per share, and up from $1.28 per share a year ago, representing an earnings surprise of 2.13% [1] - The company posted revenues of $1.51 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.56%, and an increase from $1.44 billion year-over-year [2] - Over the last four quarters, SS&C Technologies has consistently surpassed consensus EPS and revenue estimates [2] Stock Movement and Outlook - SS&C Technologies shares have increased approximately 0.8% since the beginning of the year, contrasting with the S&P 500's decline of -8.6% [3] - The future performance of the stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $1.42 on revenues of $1.53 billion, and for the current fiscal year, it is $5.86 on revenues of $6.2 billion [7] - The estimate revisions trend for SS&C Technologies is currently mixed, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Computer - Software industry, to which SS&C Technologies belongs, is currently ranked in the top 34% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Insights - T-Mobile reported quarterly earnings of $2.58 per share, exceeding the Zacks Consensus Estimate of $2.45 per share, and showing an increase from $2 per share a year ago, resulting in an earnings surprise of 5.31% [1] - The company achieved revenues of $20.89 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.49% and up from $19.59 billion year-over-year [2] Financial Performance - T-Mobile has consistently surpassed consensus EPS estimates over the last four quarters, with the latest earnings surprise being 18.43% compared to the expected $2.17 per share [1][2] - The current consensus EPS estimate for the upcoming quarter is $2.69, with projected revenues of $20.63 billion, and for the current fiscal year, the EPS estimate is $10.40 on revenues of $85.27 billion [7] Market Position - T-Mobile shares have increased approximately 17.5% since the beginning of the year, contrasting with the S&P 500's decline of 8.6% [3] - The Zacks Industry Rank places the Wireless National sector in the top 14% of over 250 Zacks industries, indicating a favorable outlook for T-Mobile's performance relative to its peers [8] Future Outlook - The sustainability of T-Mobile's stock price movement will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current estimate revisions trend for T-Mobile is mixed, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6]

Core Viewpoint - Gilead Sciences reported quarterly earnings of $1.81 per share, slightly missing the Zacks Consensus Estimate of $1.82 per share, but showing improvement from a loss of $1.32 per share a year ago [1][2] Financial Performance - The company posted revenues of $6.67 billion for the quarter ended March 2025, which was 2.46% below the Zacks Consensus Estimate and a slight decrease from $6.69 billion in the same quarter last year [2] - Over the last four quarters, Gilead has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times as well [2] Stock Performance - Gilead shares have increased by approximately 15.2% since the beginning of the year, contrasting with the S&P 500's decline of 8.6% [3] - The stock currently holds a Zacks Rank of 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $2.01 on revenues of $6.98 billion, while for the current fiscal year, the estimate is $7.92 on revenues of $28.71 billion [7] - The outlook for the Medical - Biomedical and Genetics industry is positive, ranking in the top 32% of over 250 Zacks industries, suggesting potential for outperformance [8]

SkyWest (SKYW) came out with quarterly earnings of $2.42 per share, beating the Zacks Consensus Estimate of $2.04 per share. This compares to earnings of $1.45 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 18.63%. A quarter ago, it was expected that this regional airline would post earnings of $1.77 per share when it actually produced earnings of $2.34, delivering a surprise of 32.20%.Over the last four quarters, the company ...

Core Viewpoint - FirstService (FSV) reported quarterly earnings of $0.92 per share, exceeding the Zacks Consensus Estimate of $0.84 per share, and showing an increase from $0.67 per share a year ago, representing an earnings surprise of 9.52% [1] Financial Performance - The company posted revenues of $1.25 billion for the quarter ended March 2025, which was 3.03% below the Zacks Consensus Estimate, compared to $1.16 billion in the same quarter last year [2] - Over the last four quarters, FirstService has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Stock Performance and Outlook - FirstService shares have declined approximately 4.6% since the beginning of the year, while the S&P 500 has decreased by 8.6% [3] - The current consensus EPS estimate for the upcoming quarter is $1.51 on revenues of $1.42 billion, and for the current fiscal year, it is $5.63 on revenues of $5.61 billion [7] Industry Context - The Real Estate - Operations industry, to which FirstService belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact FirstService's stock performance [5]

Core Insights - CBRE Group reported quarterly earnings of $0.86 per share, exceeding the Zacks Consensus Estimate of $0.81 per share, and showing an increase from $0.78 per share a year ago, resulting in an earnings surprise of 6.17% [1] - The company achieved revenues of $8.91 billion for the quarter ended March 2025, matching the Zacks Consensus Estimate and representing a year-over-year increase from $7.94 billion [2] - CBRE has surpassed consensus EPS estimates in all four of the last quarters and has topped consensus revenue estimates three times during the same period [2] Earnings Outlook - The sustainability of CBRE's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.13 on revenues of $9.37 billion, while the estimate for the current fiscal year is $5.94 on revenues of $39.59 billion [7] Industry Context - The Real Estate - Operations industry, to which CBRE belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact CBRE's performance [5][6]

Company Performance - Visteon reported quarterly earnings of $2.40 per share, exceeding the Zacks Consensus Estimate of $1.70 per share, and up from $1.61 per share a year ago, representing an earnings surprise of 41.18% [1] - The company posted revenues of $934 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 3.89%, and showing a slight increase from $933 million in the same quarter last year [2] - Over the last four quarters, Visteon has surpassed consensus EPS estimates four times, but has only topped consensus revenue estimates once [2] Stock Outlook - Visteon shares have declined approximately 15.9% since the beginning of the year, compared to a decline of 8.6% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $2.18 on revenues of $965.36 million, and for the current fiscal year, it is $8 on revenues of $3.69 billion [7] - The estimate revisions trend for Visteon is mixed, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market in the near future [6] Industry Context - The Automotive - Original Equipment industry, to which Visteon belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Visteon's stock performance [5]