分组1 - Xcel Energy reported quarterly earnings of $1.24 per share, missing the Zacks Consensus Estimate of $1.31 per share, and showing a slight decrease from $1.25 per share a year ago, resulting in an earnings surprise of -5.34% [1] - The company posted revenues of $3.92 billion for the quarter ended September 2025, which was 0.33% below the Zacks Consensus Estimate, and an increase from $3.64 billion year-over-year [2] - Over the last four quarters, Xcel has surpassed consensus EPS estimates only once and has not beaten consensus revenue estimates during the same period [2] 分组2 - The stock has gained approximately 18% since the beginning of the year, outperforming the S&P 500's gain of 17.2% [3] - The current consensus EPS estimate for the upcoming quarter is $0.89 on revenues of $3.69 billion, and for the current fiscal year, it is $3.81 on revenues of $14.81 billion [7] - The Zacks Industry Rank for Utility - Electric Power is in the top 24% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Core Insights - Markel Group reported quarterly earnings of $30.9 per share, exceeding the Zacks Consensus Estimate of $22.77 per share, and showing a significant increase from $17.34 per share a year ago, resulting in an earnings surprise of +35.70% [1][2] - The company achieved revenues of $3.93 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.66% and up from $3.69 billion year-over-year [2] - Markel Group has consistently outperformed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The future performance of Markel Group's stock will largely depend on management's commentary during the earnings call and the sustainability of the stock's immediate price movement based on the recently released numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is $22.73, with expected revenues of $3.75 billion, and for the current fiscal year, the estimate is $95.64 on revenues of $15.04 billion [7] Industry Context - The Zacks Industry Rank indicates that the Diversified Operations sector is currently in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]

Core Viewpoint - Cactus, Inc. reported quarterly earnings of $0.67 per share, exceeding the Zacks Consensus Estimate of $0.58 per share, but down from $0.79 per share a year ago, indicating a +15.52% earnings surprise [1] Financial Performance - The company achieved revenues of $263.95 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.86%, but down from $293.18 million year-over-year [2] - Over the last four quarters, Cactus has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - Cactus shares have declined approximately 32.5% since the beginning of the year, contrasting with the S&P 500's gain of 17.2% [3] Future Outlook - The company's earnings outlook will be crucial for investors, particularly in light of recent earnings expectations and revisions [4] - The current consensus EPS estimate for the upcoming quarter is $0.56 on revenues of $248.55 million, and for the current fiscal year, it is $2.46 on revenues of $1.06 billion [7] Industry Context - The Oil and Gas - Integrated - United States industry, to which Cactus belongs, is currently ranked in the bottom 18% of over 250 Zacks industries, indicating potential challenges ahead [8]

Core Insights - Axis Capital reported quarterly earnings of $3.25 per share, exceeding the Zacks Consensus Estimate of $2.72 per share, and showing an increase from $2.71 per share a year ago, resulting in an earnings surprise of +19.49% [1] - The company achieved revenues of $1.64 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.71% and up from $1.58 billion year-over-year [2] Earnings Performance - Over the last four quarters, Axis Capital has consistently surpassed consensus EPS estimates, achieving this four times [2] - The company had a previous quarter earnings expectation of $2.88 per share but reported $3.29, resulting in a surprise of +14.24% [1] Stock Performance and Outlook - Axis Capital shares have increased by approximately 0.5% since the beginning of the year, while the S&P 500 has gained 17.2% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the earnings outlook [4][6] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $2.95 on revenues of $1.64 billion, and for the current fiscal year, it is $12.15 on revenues of $6.41 billion [7] Industry Context - The Insurance - Property and Casualty industry, to which Axis Capital belongs, is currently ranked in the top 14% of over 250 Zacks industries, indicating a favorable outlook for stocks in this sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5]

Core Viewpoint - Valaris Limited reported quarterly earnings of $2.65 per share, significantly exceeding the Zacks Consensus Estimate of $1 per share, marking an earnings surprise of +165.00% compared to $0.88 per share a year ago [1][2] Financial Performance - The company achieved revenues of $595.7 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.56%, although this represents a decline from year-ago revenues of $643.1 million [2] - Over the last four quarters, Valaris has exceeded consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - Valaris shares have increased approximately 27.7% since the beginning of the year, outperforming the S&P 500's gain of 17.2% [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, with current consensus EPS estimates at $0.33 for the coming quarter and $2.41 for the current fiscal year [7] - The Zacks Rank for Valaris is currently 5 (Strong Sell), indicating expectations of underperformance in the near future due to unfavorable estimate revisions prior to the earnings release [6] Industry Context - The Oil and Gas - Drilling industry, to which Valaris belongs, is currently ranked in the bottom 7% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Another company in the same industry, Helmerich & Payne, is expected to report a significant year-over-year earnings decline of -65.8% in its upcoming results [9]

Company Performance - LSB reported quarterly earnings of $0.1 per share, exceeding the Zacks Consensus Estimate of $0.07 per share, compared to a loss of $0.11 per share a year ago, representing an earnings surprise of +42.86% [1] - The company posted revenues of $155.43 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 30.26%, and compared to year-ago revenues of $109.22 million [2] - Over the last four quarters, LSB has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance - LSB shares have increased approximately 21.2% since the beginning of the year, outperforming the S&P 500's gain of 17.2% [3] - The current consensus EPS estimate for the coming quarter is $0.09 on $123.65 million in revenues, and $0.22 on $537.7 million in revenues for the current fiscal year [7] Industry Outlook - The Zacks Industry Rank indicates that the Chemical - Diversified sector is currently in the bottom 7% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact LSB's stock performance [5]

Core Insights - First Interstate BancSystem (FIBK) reported quarterly earnings of $0.69 per share, exceeding the Zacks Consensus Estimate of $0.59 per share and up from $0.54 per share a year ago [1][2] - The earnings surprise was +16.95%, with the company surpassing consensus EPS estimates three times over the last four quarters [2] - The company posted revenues of $251.9 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.18% [3] Earnings Performance - The earnings surprise of +21.05% was noted in the previous quarter, where the expected earnings were $0.57 per share [2] - Over the last four quarters, the company has only topped consensus revenue estimates once [3] Stock Performance - First Interstate BancSystem shares have declined approximately 0.7% since the beginning of the year, contrasting with the S&P 500's gain of 17.2% [4] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.60, with projected revenues of $254.65 million, and for the current fiscal year, the estimate is $2.39 on $1.01 billion in revenues [8] - The outlook for the industry, particularly the Banks - Midwest sector, is favorable, ranking in the top 33% of over 250 Zacks industries [9]

Core Insights - Emergent Biosolutions (EBS) reported quarterly earnings of $1.06 per share, significantly exceeding the Zacks Consensus Estimate of a loss of $0.12 per share, representing an earnings surprise of +983.33% [1] - The company posted revenues of $231.1 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 20.88%, although this is a decline from year-ago revenues of $293.8 million [2] Financial Performance - Over the last four quarters, Emergent Biosolutions has surpassed consensus EPS estimates four times, indicating a strong performance trend [2] - The current consensus EPS estimate for the upcoming quarter is $0.25 on revenues of $240.71 million, and for the current fiscal year, it is $1.21 on revenues of $791.1 million [7] Market Position - Emergent Biosolutions shares have underperformed the market, losing about 0.9% since the beginning of the year, compared to the S&P 500's gain of 17.2% [3] - The company currently holds a Zacks Rank 3 (Hold), suggesting that shares are expected to perform in line with the market in the near future [6] Industry Outlook - The Medical - Biomedical and Genetics industry, to which Emergent Biosolutions belongs, is currently in the top 37% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Core Insights - MediaAlpha, Inc. reported quarterly earnings of $0.26 per share, exceeding the Zacks Consensus Estimate of $0.21 per share, and showing an increase from $0.17 per share a year ago, resulting in an earnings surprise of +23.81% [1] - The company achieved revenues of $306.51 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 7.80% and increasing from $259.13 million year-over-year [2] - MediaAlpha has outperformed consensus revenue estimates four times over the last four quarters [2] Earnings Performance - The company has surpassed consensus EPS estimates two times in the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $0.19 on revenues of $276.31 million, and for the current fiscal year, it is $0.11 on revenues of $1.08 billion [7] Market Position - MediaAlpha shares have declined approximately 0.1% since the beginning of the year, contrasting with the S&P 500's gain of 17.2% [3] - The Zacks Rank for MediaAlpha is currently 2 (Buy), indicating expectations for the stock to outperform the market in the near future [6] Industry Outlook - The Technology Services industry, to which MediaAlpha belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook [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 Insights - Carvana reported quarterly earnings of $1.03 per share, missing the Zacks Consensus Estimate of $1.33 per share, representing an earnings surprise of -22.56% [1] - The company posted revenues of $5.65 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 11.80%, compared to $3.66 billion in the same quarter last year [2] - Carvana shares have increased approximately 78.1% year-to-date, significantly outperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.14 on revenues of $4.97 billion, and for the current fiscal year, it is $5.23 on revenues of $19.16 billion [7] - The estimate revisions trend for Carvana was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Internet - Commerce industry, to which Carvana belongs, is currently ranked in the bottom 41% 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 can impact investor sentiment and stock performance [5]