American companies are turning in one of their best quarters in years. Wall Street has just shrugged. https://t.co/gTU5Q6XwZ1 ...

Core Insights - Occidental Petroleum Corporation (OXY) is anticipated to report a year-over-year decline in both revenues and earnings for the third quarter of 2025, with results expected on November 10 after market close [1][5] - The company has consistently beaten earnings estimates in the last four quarters, averaging a surprise of 25.72% [1] Production and Earnings Expectations - OXY's production volumes for the third quarter are expected to improve compared to the previous quarter, driven by enhanced activity levels in the Permian region and increased production across all main operating areas [2] - The company anticipates production of 1,415-1,455 thousand barrels of oil equivalent per day (Mboe/d) for Q3 2025, with the Permian Resources segment expected to contribute 779-799 Mboe/d [6] Financial Performance Indicators - The Zacks Consensus Estimate for OXY's third-quarter revenues is $6.72 billion, reflecting a decline of 6.04% year-over-year, while the consensus for earnings is set at 48 cents per share, indicating a 52% decrease from the previous year [5][9] - Strong domestic demand for PVC may positively influence earnings, although market oversupply remains a concern [3] - OXY has been generating cash flow to reduce debts, retiring $7.5 billion in debt, which has lowered annual interest expenses by $410 million, likely benefiting earnings per share [4] Market Position and Earnings Prediction - The Zacks model does not predict an earnings beat for OXY this quarter, as the company holds a Zacks Rank of 4 (Sell) and an Earnings ESP of +0.89% [7][8] - Despite the anticipated decline in revenues and earnings, higher production volumes and effective cost management may help improve margins [9]

Group 1: Affirm Holdings (AFRM) - Affirm Holdings reported an EPS of 23 cents, beating estimates by 12 cents [1][7] - Revenue reached $933.34 million, a 33.6% year-over-year increase, surpassing estimates by $49.98 million [1][7] - The company raised its gross merchandise volume (GMV) guidance to $47.5 billion from $46 billion and increased the adjusted operating margin outlook to 27.1% from 26.1% [1][7] Group 2: Expedia Group (EXPE) - Expedia Group's shares rose by about 17%, or $37.47 per share, driven by strong earnings [2] - The company raised its 2025 revenue growth forecast to between 6% and 7%, up from earlier estimates of 3% to 5% [2] - Bookings in the B2B segment increased by 26% to $9.38 billion during the third quarter [2] Group 3: Globus Medical (GMED) - Globus Medical's shares increased by about 29%, or $18 per share, following strong earnings [3] - The company reported an EPS of $1.18, beating estimates by 41 cents [3] - Revenue was $769 million, a 23% increase year-over-year, exceeding estimates by $34.33 million [3][4] Group 4: Akamai Technologies (AKAM) - Akamai Technologies' shares rose by about 10%, or $7.26 per share, due to strong earnings [5] - The company reported an EPS of $1.86, beating estimates by 22 cents [5] - Revenue was $1.05 billion, a 5% year-over-year increase, surpassing estimates by $10 million [5][6]

Core Insights - Werner Enterprises, Inc. (WERN) reported a third-quarter 2025 loss per share of 3 cents, missing the Zacks Consensus Estimate of earnings of 15 cents per share, compared to earnings of 15 cents per share in the same quarter last year [1][10] Financial Performance - Total revenues for the quarter were $771.5 million, exceeding the Zacks Consensus Estimate of $768.1 million, and reflecting a year-over-year increase of 3.5% driven by a $25.8 million (12%) rise in Logistics revenues, partially offset by a $3.0 million (1%) decline in Truckload Transportation Services (TTS) revenues, with a portion of the TTS decline attributed to a $3.3 million decrease in fuel surcharge revenues [2][10] - Adjusted operating income was reported at $10.91 million, a decrease of 50% year over year, with an adjusted operating margin of 1.4%, down 150 basis points from the previous year [3] - In the TTS segment, revenues fell 1% year over year to $519.78 million, with adjusted operating income dropping 63% to $8.95 million and an adjusted operating margin declining 300 basis points to 1.7%. Conversely, Logistics revenues increased 12% year over year to $232.58 million, with adjusted operating income rising over 100% to $4.16 million and an adjusted operating margin increasing 140 basis points to 1.8% [4][10] Liquidity and Capital Expenditure - As of September 30, 2025, Werner had cash and cash equivalents of $50.98 million, slightly down from $51.42 million at the end of the previous quarter. Long-term debt remained stable at $725 million. The company generated $44.1 million in cash from operations during the third quarter, with net capital expenditure amounting to $35.2 million [5] - No share repurchases were made in the third quarter, with 5.0 million shares remaining under the new share repurchase authorization as of September 30, 2025 [6] Outlook - For 2025, Werner anticipates TTS truck growth to decline from breakeven to 2%, down from a prior estimate of 1-4%. Net capital expenditure is now projected to be between $155 million and $175 million, revised from $145 million to $185 million. The company expects dedicated revenues per truck per week to rise from breakeven to 1.5%, up from a previous estimate of 0-3%. The full-year 2025 tax rate is now expected to be in the range of 26%-27%, revised from 25%-26% [7]

Core Viewpoint - Investors may experience "some sort of, at best, sideways action, maybe some sort of pullback," but the bull market can persist as long as liquidity and earnings remain strong [1] Group 1 - Bob Doll, CEO and CIO at Crossmark Global Investments, expresses a cautious outlook for investors [1] - The continuation of the bull market is contingent on strong liquidity and earnings [1]

Lyft projected earnings this quarter that fell short of Wall Street’s expectations, signaling that its efforts to expand globally and maintain customer loyalty may limit profits https://t.co/jX7KKamqj3 ...

Core Insights - Berkshire Hathaway (BRK.B) reported better-than-expected third-quarter 2025 operating earnings, with a 33.8% year-over-year increase to $6.26 per share, surpassing the Zacks Consensus Estimate by 33.2% [1][8] - Total operating earnings reached $13.5 billion, reflecting a 3.4% year-over-year growth, driven by higher earnings in insurance underwriting, BNSF, and Manufacturing, service, and retailing [1] Revenue Performance - Revenues increased by 2.2% year over year to $92.5 billion, supported by growth in Insurance and Other, as well as Railroad, Utilities, and Energy segments, although it slightly missed the consensus estimate by 0.1% [2][8] - The Insurance and Other segment saw revenues rise by 2.4% year over year to $81.7 billion, attributed to higher premiums and service revenues [3] - Railroad, Utilities, and Energy operating revenues decreased by 1.5% year over year to $13.1 billion, primarily due to lower earnings at BHE [4] - Manufacturing, Service, and Retailing total revenues increased by 2.4% year over year to $54.7 billion, with earnings rising by 8.2% to $3.6 billion [5] Cost and Expense Management - Costs and expenses decreased by 2.6% year over year to $79.1 billion, mainly due to a decline in insurance losses and lower underwriting and administrative expenses [2][8] Financial Position - As of September 30, 2025, consolidated shareholders' equity was $700.4 billion, up 7.5% from December 31, 2024 [6] - Cash and cash equivalents increased by 62.7% to $72.2 billion compared to the end of 2024 [6] - Cash flow from operating activities totaled $34.8 billion in the first nine months of 2025, marking a 33.9% increase from the previous year [6]

Core Insights - Berkshire Hathaway Inc. has a market capitalization of $1.1 trillion and operates in diverse sectors including insurance, freight rail, utilities, energy, manufacturing, and retail [1] Performance Overview - Over the past 52 weeks, BRK.B shares have increased by 10.3%, underperforming the S&P 500 Index which rose by 18.5% [2] - Year-to-date, BRK.B shares are up 7.6%, compared to the S&P 500's gain of 15.1% [2] - BRK.B has also underperformed the Financial Select Sector SPDR Fund (XLF), which returned 13.3% over the same period [3] Financial Results - In Q3 2025, Berkshire Hathaway reported a 33.6% year-over-year increase in operating earnings, reaching $13.49 billion, primarily due to a significant rise in insurance underwriting earnings, which more than tripled to $2.37 billion [4] - Overall net earnings increased by 17.3% year-over-year to $30.8 billion, with a record cash reserve of $381.67 billion and no share buybacks [4] Earnings Expectations - For the fiscal year ending December 2025, analysts project a 6% year-over-year decline in EPS to $20.68 [5] - The company's earnings surprise history is mixed, with two beats and two misses in the last four quarters [5] Analyst Ratings - Among seven analysts covering BRK.B, the consensus rating is a "Moderate Buy," consisting of three "Strong Buy" ratings and four "Holds" [5] - This rating configuration has improved slightly from three months ago, when there were only two "Strong Buys" [6] Price Targets - UBS raised its price target for Berkshire Hathaway to $595 while maintaining a "Buy" rating [7] - The mean price target of $537.25 indicates a 10.2% premium to the current price, while the highest target of $595 suggests a potential upside of 22% [7]

Welcome back for another week of redhot earnings. Yes, five of the mag sevens have reported or really six because Tesla went the week before. So, you think it's kind of boring, but no.1,500 companies are reporting this week and a bunch of hot names, some in the AI trade, but we're going to take a look at restaurants and retail. What's going on with the consumer. seems to be a concern now after Chipotle's earnings, but will it be for these others.So, I pulled out five, only five out of the 1500 as I always d ...

Core Insights - Colliers International (CIGI) reported a revenue of $1.46 billion for the quarter ended September 2025, marking a year-over-year increase of 24.1% and exceeding the Zacks Consensus Estimate by 7.75% [1] - The earnings per share (EPS) for the same period was $1.64, up from $1.32 a year ago, representing a surprise of 3.8% over the consensus EPS estimate of $1.58 [1] Revenue Performance - Corporate revenues were reported at $0.18 million, surpassing the average estimate of $0.1 million [4] - Real Estate Services generated revenues of $838.57 million, exceeding the estimated $814.9 million [4] - Engineering revenues reached $488.06 million, compared to the average estimate of $423.28 million [4] - Investment Management revenues were $136.29 million, slightly above the average estimate of $134 million [4] Adjusted EBITDA Analysis - Adjusted EBITDA for Real Estate Services was $88.04 million, exceeding the average estimate of $78.23 million [4] - Corporate Adjusted EBITDA was reported at -$4.09 million, better than the average estimate of -$8.41 million [4] - Adjusted EBITDA for Investment Management was $53.58 million, below the average estimate of $57.75 million [4] - Engineering Adjusted EBITDA was $53.58 million, slightly below the average estimate of $53.68 million [4] Stock Performance - Shares of Colliers International have returned +4.1% over the past month, outperforming the Zacks S&P 500 composite's +2.1% 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]