Core Insights - CNX Resources Corporation reported a revenue of $423 million for the quarter ended September 2025, marking a 19.5% increase year-over-year and a surprise of +15.6% over the Zacks Consensus Estimate of $365.91 million [1] - The earnings per share (EPS) for the quarter was $0.49, compared to $0.41 in the same quarter last year, resulting in an EPS surprise of +32.43% against the consensus estimate of $0.37 [1] Performance Metrics - Average Daily Production was 1,753.30 Mcfe/D, exceeding the four-analyst average estimate of 1,704.24 Mcfe/D [4] - Total Production Volumes reached 161.30 Bcfe, surpassing the four-analyst average estimate of 156.79 Bcfe [4] - NGL Sales Volume was 2,007.00 MBBL, compared to the four-analyst average estimate of 1,748.51 MBBL [4] - Oil/Condensate Sales Volume was 53.00 MBBL, exceeding the average estimate of 32.33 MBBL from four analysts [4] - NGLs Gross Price was $18.24, slightly above the four-analyst average estimate of $18.16 [4] - Realized Natural Gas Price per Mcf was $2.57, compared to the average estimate of $2.38 based on three analysts [4] - Natural Gas Sales Volume was 148.94 MMcf, slightly higher than the average estimate of 146.10 MMcf based on three analysts [4] - Oil/Condensate Gross Price was $56.94, compared to the average estimate of $51.16 from three analysts [4] - Average Sales Price for Natural Gas was $2.43, below the average estimate of $2.71 based on three analysts [4] Stock Performance - CNX Resources shares have returned -5.4% over the past month, while the Zacks S&P 500 composite has increased by +3.6% [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 - Comcast Corporation reported better-than-expected third-quarter earnings with adjusted earnings per share of $1.12, exceeding analyst expectations by $0.02 [1] - Revenue declined 2.7% year-over-year to $31.2 billion but surpassed the consensus estimate of $30.7 billion [1] - Adjusted EBITDA decreased by 0.7% to $9.7 billion [1] Revenue Breakdown - The revenue decline was attributed to tough comparisons with last year's results, which included contributions from the Paris Olympics [2] - The wireless business added a record 414,000 lines, growing domestic wireless revenue by 14% to $1.25 billion, partially offsetting broadband customer losses of 104,000 [2] Segment Performance - Theme Parks revenue surged 18.7% to $2.7 billion following the successful May opening of Epic Universe in Orlando [3] - The Studios division reported a 6.1% revenue increase to $3 billion, driven by the blockbuster performance of Jurassic World Rebirth, which generated nearly $900 million globally [3] - Business Services continued to perform well, with connectivity revenue up 6.2% to $2.6 billion and EBITDA rising 4.5% to $1.5 billion [3]

Amazon beat estimates for its third-quarter earnings with $180. ...

Core Insights - Advance Auto Parts Inc. reported stronger-than-expected third-quarter earnings with earnings per share of $0.92, surpassing analyst expectations of $0.77 [1] - The company's revenue for the quarter was $2 billion, closely aligning with the consensus estimate of $2.02 billion, while comparable store sales increased by 3% [1] Financial Guidance - The company narrowed its 2025 earnings guidance to a range of $1.75 to $1.85 per share, compared to the previous projection of $1.20 to $2.20, which is slightly above the analyst forecast of $1.73 [2] - Revenue expectations for 2025 were raised to between $8.55 billion and $8.6 billion, up from the prior range of $8.4 billion to $8.6 billion, aligning with the $8.57 billion consensus [2] - Advance Auto Parts refined its comparable sales growth forecast to 0.7% to 1.3%, compared to the earlier estimate of 0.5% to 1.5% [2]

Reddit Inc. (NYSE:RDDT) shares climbed after the company released its third-quarter earnings report after Thursday's closing bell, beating estimates on the top and bottom lines. RDDT stock is moving. See the real-time price action here.The Details: Reddit reported quarterly earnings of 80 cents per share, which beat the analyst estimate of 52 cents by 55%.Quarterly revenue came in at $585 million, which beat the analyst consensus estimate of $545.71 million by 7.2%.Read Next: Elon Musk’s Tesla Fleet Dream—A ...

Core Insights - Carlisle Companies Incorporated (CSL) reported third-quarter 2025 adjusted earnings of $5.61 per share, exceeding the Zacks Consensus Estimate of $5.47, but reflecting a 2.9% year-over-year decline [1][9] - Total revenues reached $1.35 billion, surpassing the consensus estimate of $1.33 billion, and increased by 1% year over year, although organic revenues fell by 2.1% [1][9] - The company’s cash and cash equivalents rose to $1.11 billion from $753.5 million at the end of 2024, while long-term debt increased to $2.9 billion from $1.89 billion [6][9] Segment Performance - Revenues from the Carlisle Construction Materials segment increased by 0.3% year over year to $1.0 billion, with organic revenues remaining flat, driven by strong re-roof activity [3] - The Carlisle Weatherproofing Technologies segment saw a 3% year-over-year revenue increase to $346 million, aided by acquisitions, although organic revenues declined by 8% [4] Margin Analysis - The cost of sales rose by 5.2% year over year to $861.7 million, while selling and administrative expenses decreased by 7.2% to $177.9 million [5] - Adjusted EBITDA for the Construction Materials segment was $303 million, down 8% year over year, and for the Weatherproofing Technologies segment, it was $60 million, declining 13% year over year [3][4] Cash Flow and Shareholder Returns - In the first nine months of 2025, CSL generated net cash of $715.8 million from operating activities, compared to $659.7 million in the same period last year [6] - The company rewarded shareholders with a dividend payment of $135.3 million, up 6.2% year over year, and repurchased shares worth $1 billion, down 14.2% year over year [7] Future Outlook - For the fourth quarter of 2025, Carlisle anticipates a low single-digit revenue decrease in the Construction Materials segment, while the Weatherproofing Technologies segment is expected to see low single-digit growth [8] - The company projects flat revenues for 2025, with an expected adjusted EBITDA margin contraction of approximately 250 basis points [10]

Core Insights - Vulcan Materials Company (VMC) reported strong third-quarter 2025 results, with adjusted earnings and revenues exceeding the Zacks Consensus Estimate and showing year-over-year growth [1][3][8] - The company's performance was bolstered by its aggregates-led business and effective operational execution, benefiting from public infrastructure spending trends despite economic uncertainties [1][2] Financial Performance - Adjusted earnings per share (EPS) for the quarter were $2.84, surpassing the Zacks Consensus Estimate of $2.68 by 6% and reflecting a 27.9% increase from the previous year's adjusted EPS of $2.22 [3][8] - Total revenues reached $2.29 billion, exceeding the consensus mark of $2.25 billion by 1.7% and growing 14.4% year over year [3][8] Segment Performance - **Aggregates Segment**: Revenues increased 14% to $1.79 billion, with shipments growing 12.1% year over year to 64.7 million tons [4][8] - **Asphalt Segment**: Revenues were $416.1 million, up 9.2% year over year, with gross profit rising to $71 million [6][8] - **Concrete Segment**: Revenues surged 36.2% year over year to $237.5 million, with gross profit increasing 116.9% to $14.1 million [7][8] Operational Highlights - Adjusted EBITDA for the quarter increased 26.5% year over year to $735 million, with the adjusted EBITDA margin expanding 310 basis points to 32.1% [9][8] - Selling, administrative, and general (SAG) expenses as a percentage of total revenues decreased by 10 basis points to 6.3% [9] Financial Position - As of September 30, 2025, cash and cash equivalents were $191.3 million, down from $559.7 million at the end of 2024, while long-term debt decreased to $4.36 billion from $4.91 billion [10] - Net cash provided by operating activities for the first nine months of 2025 was $1.27 billion, up from $969.5 million a year ago [10] Future Outlook - VMC remains optimistic about demand in public construction and private nonresidential activities, projecting double-digit year-over-year growth in cash gross profit per ton for the Aggregates segment [2][11] - Shipment growth is expected to be around 3% year over year, with freight-adjusted price improvements projected between 5% and 7% [11][12]

Core Insights - Expand Energy Corporation (EXE) reported third-quarter 2025 adjusted earnings per share of 97 cents, exceeding the Zacks Consensus Estimate of 88 cents, and significantly up from 16 cents in the same quarter last year, driven by strong production and higher natural gas prices [1][8] - The company's total revenues from 'natural gas, oil and NGL' reached $1.8 billion, falling short of the Zacks Consensus Estimate of $2 billion but showing a substantial increase from $407 million year-over-year [2] Production & Price Realizations - Average daily production for the third quarter was 7,333 million cubic feet of gas equivalent (MMcfe/day), a 177% increase from 2,647 MMcfe/day a year ago, and above the Zacks Consensus Estimate of 7,231 MMcfe/day [3] - Natural gas volume for the period was 6,721 MMcfe/day, up 154% year-over-year, also surpassing the consensus mark of 6,681 MMcf/day [3] - Oil production stood at 17 thousand barrels per day (MBbl/d), while NGL output totaled 85 MBbl/d [3] - The average sales price for natural gas was $2.81 per Mcf, a 12% increase from $2.51 per Mcf a year ago, but below the consensus estimate of $2.84 [4] Costs & Expenses - Total operating expenses rose to $2.2 billion from $803 million in the prior year, primarily due to increased gathering, processing, and transportation costs, which reached $608 million [5] - Marketing costs also surged to $659 million from $192 million year-over-year [5] - Depreciation expenses increased by 121% compared to the third quarter of 2024 [5] Financial Position - Cash flow from operations totaled $1.2 billion, significantly up from $422 million in the prior year, with capital expenditures of $775 million leading to free cash flow of $426 million [7] - The company paid out $349 million in dividends during the quarter and had $613 million in cash and cash equivalents as of September 30, 2025 [7] - Long-term debt stood at $5 billion, resulting in a debt-to-capitalization ratio of 21.6% [7] Guidance - Expand Energy is targeting average daily production of 7,200-7,300 MMcfe for the fourth quarter and 7,100-7,200 MMcfe for the full year 2025 [8][9] - Capital spending is budgeted between $685 million and $765 million for the upcoming quarter, and between $2.8 billion and $2.9 billion for 2025 [9]

Core Insights - Nabors Industries Ltd. (NBR) reported a third-quarter 2025 adjusted loss of $3.67 per share, which was wider than the Zacks Consensus Estimate of a loss of $2.37 and also greater than the prior year's loss of $3.35 per share [1][10] - Operating revenues for NBR were $818.2 million, missing the Zacks Consensus Estimate of $842 million but increasing from $731.8 million in the year-ago quarter, driven by stronger contributions from International Drilling and Drilling Solutions segments [2][10] - Adjusted EBITDA rose to $236.3 million from $221.7 million year-over-year but fell short of the model estimate of $270.8 million [3] Segment Performance - U.S. Drilling generated operating revenues of $249.8 million, down 1.9% from $254.8 million in the prior year, but exceeded the model estimate of $226.4 million. Operating profit was $31.4 million, down from $41.7 million year-over-year and below the estimated profit of $47.2 million [4] - International Drilling's operational revenues increased to $407.2 million from $368.6 million a year ago, surpassing the estimate of $399.5 million. Operating profit rose to $45.5 million from $32.2 million, beating the estimate of $38.1 million [5] - Revenues from the Drilling Solutions segment totaled $141.9 million, up 78.4% from $79.5 million in the prior year, but missed the estimate of $160.9 million. Operating income increased to $50 million from $29.2 million, aligning with the estimate [6] - Rig Technologies reported revenues of $35.6 million, down 22.3% from $45.8 million in the prior year, missing the estimate of $53.7 million. Operating profit was $0.9 million, down from $2.8 million year-over-year and below the estimate of $4.1 million [7] Financial Position - Total costs and expenses decreased to $405.5 million from $766.3 million in the year-ago quarter, also lower than the prediction of $810.4 million. As of September 30, 2025, NBR had $428.1 million in cash and short-term investments [8] - Long-term debt stood at approximately $2.3 billion, with a debt-to-capitalization ratio of 80.2%. Capital expenditures totaled $202.3 million during the same period [9] Guidance - For Q4 2025, NBR anticipates a U.S. Drilling rig count of 57 to 59 rigs, with a daily adjusted gross margin of approximately $13,000. Combined adjusted EBITDA for Alaska and the Gulf of America is projected to reach around $25 million [11] - International operations are expected to have an average rig count of approximately 91 rigs, with a daily adjusted gross margin estimated at $18,100-$18,200. Adjusted EBITDA for the Drilling Solutions segment is projected at approximately $39 million, while Rig Technologies' adjusted EBITDA is expected to be around $5 million to $6 million [12] - Capital expenditures for Q4 2025 are planned between $180 million and $190 million, with about $90-$95 million allocated for new builds in Saudi Arabia [13] - NBR expects adjusted free cash flow for Q4 2025 to be around $10 million, with full-year adjusted free cash flow anticipated to be breakeven, a significant change from the earlier guidance of $80 million due to the Quail divestiture and outstanding collections from PEMEX related to 2024 [14]

Core Insights - Lincoln National (LNC) reported $4.78 billion in revenue for Q3 2025, a year-over-year increase of 3.9% [1] - The EPS for the quarter was $2.04, slightly down from $2.06 a year ago, with a surprise of +10.87% compared to the consensus estimate of $1.84 [1] - The revenue fell short of the Zacks Consensus Estimate of $4.8 billion, resulting in a surprise of -0.45% [1] Financial Performance Metrics - Loss Ratio for Group Protection was 68.3%, better than the average estimate of 71.4% [4] - Net Flows for Annuities were reported at $-1.14 billion, compared to the average estimate of $-1.4 billion [4] - Net Flows for Life Insurance were $1.66 billion, significantly higher than the average estimate of $671.25 million [4] - Net Flows for Retirement Plan Services reached $755 million, exceeding the average estimate of $135.64 million [4] - Fee income revenues were $1.38 billion, slightly below the average estimate of $1.42 billion, representing a year-over-year change of +2.4% [4] - Insurance premiums revenues were $1.64 billion, compared to the average estimate of $1.67 billion, with a year-over-year change of +1.4% [4] - Net investment income was reported at $1.54 billion, surpassing the average estimate of $1.45 billion, reflecting a +9.4% change year-over-year [4] - Retirement Plan Services Fee income was $77 million, slightly below the average estimate of $78.54 million, with a +4.1% year-over-year change [4] - Retirement Plan Services Net investment income was $257 million, in line with the average estimate of $256.62 million, showing a +1.6% change year-over-year [4] - Other revenues for Retirement Plan Services were $9 million, exceeding the average estimate of $6.33 million, with a year-over-year change of +12.5% [4] - Life Insurance premiums were $260 million, below the average estimate of $274.47 million, reflecting a -9.1% change year-over-year [4] - Life Insurance Fee income was $683 million, compared to the average estimate of $720.71 million, with a year-over-year change of +1.6% [4] Stock Performance - Lincoln National's shares returned -0.2% over the past month, while the Zacks S&P 500 composite increased by +3.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]