Core Insights - Portillo's Inc. reported quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.04 per share, and down from $0.11 per share a year ago, representing an earnings surprise of -50.00% [1] - The company posted revenues of $181.43 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.46%, and up from $178.25 million year-over-year [2] - Portillo's shares have declined approximately 44.3% year-to-date, contrasting with the S&P 500's gain of 16.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $188.43 million, and for the current fiscal year, it is $0.26 on revenues of $737.42 million [7] - The estimate revisions trend for Portillo's Inc. was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Retail - Restaurants industry, to which Portillo's belongs, is currently ranked in the bottom 14% of over 250 Zacks industries, suggesting a challenging environment for stocks in this sector [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]

Core Insights - Wingstop (WING) reported quarterly earnings of $1.09 per share, exceeding the Zacks Consensus Estimate of $0.91 per share, and showing an increase from $0.88 per share a year ago, resulting in an earnings surprise of +19.78% [1] - The company posted revenues of $175.74 million for the quarter ended September 2025, which fell short of the Zacks Consensus Estimate by 4.22%, compared to $162.5 million in the same quarter last year [2] - Wingstop has surpassed consensus EPS estimates in all four of the last quarters, but has only topped revenue estimates once during the same period [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.00 on revenues of $192.64 million, and for the current fiscal year, it is $3.90 on revenues of $721.49 million [7] - The trend of estimate revisions for Wingstop was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Retail - Restaurants industry, to which Wingstop belongs, is currently ranked in the bottom 14% of over 250 Zacks industries, suggesting a challenging environment for stocks in this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Wingstop's stock performance [5]

Core Insights - Compass, Inc. reported a quarterly loss of $0.01 per share, better than the Zacks Consensus Estimate of a loss of $0.02, marking a 50.00% earnings surprise [1] - The company achieved revenues of $1.85 billion for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 3.32% and up from $1.49 billion a year ago [2] - Compass shares have increased approximately 33% year-to-date, outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.08 on revenues of $1.64 billion, and -$0.12 on revenues of $6.85 billion for the current fiscal year [7] - The estimate revisions trend for Compass was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Internet - Software industry, to which Compass belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - StoneCo Ltd., another company in the same industry, is expected to report quarterly earnings of $0.43 per share, reflecting a year-over-year increase of 22.9% [9]

Core Insights - LGI Homes reported quarterly earnings of $0.85 per share, missing the Zacks Consensus Estimate of $0.94 per share, and a significant decline from $2.95 per share a year ago [1][2] - The company posted revenues of $396.63 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.02%, but down from $651.85 million year-over-year [3] - The stock has underperformed significantly, losing about 54.4% since the beginning of the year compared to the S&P 500's gain of 16.5% [4] Earnings Performance - The earnings surprise for the recent quarter was -9.57%, with the company having surpassed consensus EPS estimates only once in the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $1.17, with expected revenues of $465.11 million, and for the current fiscal year, the estimate is $3.63 on $1.69 billion in revenues [8] Industry Context - The Building Products - Home Builders industry is currently ranked in the bottom 24% of over 250 Zacks industries, indicating a challenging environment [9] - The performance of LGI Homes is likely to be influenced by the overall industry outlook, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [9] Future Outlook - The estimate revisions trend for LGI Homes was unfavorable prior to the earnings release, resulting in a Zacks Rank 5 (Strong Sell), suggesting expected underperformance in the near future [7] - Beazer Homes, another company in the same industry, is expected to report quarterly earnings of $0.80 per share, reflecting a year-over-year decline of 52.7% [10]

分组1 - Bowhead Specialty Holdings Inc. reported quarterly earnings of $0.47 per share, exceeding the Zacks Consensus Estimate of $0.40 per share, and up from $0.38 per share a year ago, representing an earnings surprise of +17.50% [1] - The company achieved revenues of $143.93 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.89%, and an increase from $116.76 million year-over-year [2] - Bowhead Specialty Holdings has consistently surpassed consensus EPS estimates over the last four quarters [2] 分组2 - The stock has underperformed the market, losing about 31.5% since the beginning of the year, while the S&P 500 gained 16.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.46 on revenues of $144.34 million, and for the current fiscal year, it is $1.58 on revenues of $539.61 million [7] - The Zacks Industry Rank for Insurance - Property and Casualty is in the top 27% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

分组1 - Exelon reported quarterly earnings of $0.86 per share, exceeding the Zacks Consensus Estimate of $0.76 per share, and up from $0.71 per share a year ago, representing an earnings surprise of +13.16% [1] - The company posted revenues of $6.71 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.62%, and an increase from $6.15 billion year-over-year [2] - Exelon has outperformed the S&P 500 with a share price increase of about 22.7% since the beginning of the year, compared to the S&P 500's gain of 16.5% [3] 分组2 - The earnings outlook for Exelon is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The trend of estimate revisions for Exelon was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] - The current consensus EPS estimate for the upcoming quarter is $0.61 on revenues of $5.64 billion, and for the current fiscal year, it is $2.68 on revenues of $24.13 billion [7] 分组3 - The Utility - Electric Power industry, to which Exelon belongs, is currently ranked in the top 23% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Insights - Henry Schein (HSIC) reported quarterly earnings of $1.38 per share, exceeding the Zacks Consensus Estimate of $1.27 per share, and up from $1.22 per share a year ago, representing an earnings surprise of +8.66% [1] - The company posted revenues of $3.34 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.02% and increasing from $3.17 billion year-over-year [2] - The stock has underperformed the market, losing about 6.6% since the beginning of the year compared to the S&P 500's gain of 16.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.31 on revenues of $3.3 billion, and for the current fiscal year, it is $4.82 on revenues of $12.98 billion [7] - The estimate revisions trend for Henry Schein was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Medical - Dental Supplies industry, to which Henry Schein belongs, is currently in the top 23% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [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]

Company Performance - Agco reported quarterly earnings of $1.35 per share, exceeding the Zacks Consensus Estimate of $1.26 per share, and showing a significant increase from $0.68 per share a year ago, representing an earnings surprise of +7.14% [1] - The company posted revenues of $2.48 billion for the quarter ended September 2025, which was below the Zacks Consensus Estimate by 0.25% and a decrease from $2.6 billion in the same quarter last year [2] - Over the last four quarters, Agco has surpassed consensus EPS estimates four times and topped consensus revenue estimates two times [2] Stock Outlook - Agco shares have increased approximately 13.5% since the beginning of the year, while the S&P 500 has gained 16% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $1.76 on revenues of $2.67 billion, and for the current fiscal year, it is $4.79 on revenues of $9.83 billion [7] Industry Context - The Manufacturing - Farm Equipment industry, to which Agco belongs, is currently ranked in the bottom 8% 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 can impact Agco's stock performance [5] - The unfavorable trend in estimate revisions prior to the earnings release has resulted in a Zacks Rank 4 (Sell) for Agco, suggesting expected underperformance in the near future [6]

Core Insights - Riot Platforms, Inc. reported quarterly earnings of $0.26 per share, exceeding the Zacks Consensus Estimate of a loss of $0.19 per share, and showing improvement from a loss of $0.54 per share a year ago [1] - The company achieved revenues of $180.23 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 7.31% and significantly up from $84.79 million year-over-year [2] - Riot Platforms, Inc. shares have increased approximately 117.1% since the beginning of the year, outperforming the S&P 500's gain of 17.2% [3] Earnings Performance - The company has surpassed consensus EPS estimates three times over the last four quarters [2] - The recent earnings surprise of +236.84% indicates strong performance compared to previous expectations [1] Future Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - Current consensus EPS estimate for the upcoming quarter is -$0.19 on revenues of $175.21 million, and for the current fiscal year, it is -$0.67 on revenues of $657.98 million [7] Industry Context - The Financial - Miscellaneous Services industry, to which Riot Platforms, Inc. belongs, is currently ranked in the top 36% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Core Insights - Select Medical (SEM) reported quarterly earnings of $0.23 per share, exceeding the Zacks Consensus Estimate of $0.18 per share, but down from $0.5 per share a year ago, representing an earnings surprise of +27.78% [1] - The company posted revenues of $1.36 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.87%, but down from $1.76 billion year-over-year [2] - Select Medical shares have declined approximately 24.2% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.26 on revenues of $1.36 billion, and for the current fiscal year, it is $1.18 on revenues of $5.38 billion [7] - The estimate revisions trend for Select Medical was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Medical - HMOs industry, to which Select Medical belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Humana (HUM), another company in the same industry, is expected to report quarterly earnings of $2.91 per share, reflecting a year-over-year decline of -30.1%, with revenues anticipated to be $31.98 billion, up 9.1% from the previous year [9][10]