Core Viewpoint - TotalEnergies reported a 2.4% decline in third-quarter earnings, aligning with market expectations, as increased upstream production and improved crude refining margins partially mitigated the impact of lower overall earnings [1] Group 1: Earnings Performance - The company experienced a 2.4% drop in third-quarter earnings [1] - The earnings decline was in line with market expectations [1] - Higher upstream production contributed positively to earnings [1] Group 2: Operational Factors - Improving crude refining margins helped offset the earnings decline [1] - The overall earnings were negatively impacted by lower production levels [1]

CONCLUDED Apple Earnings: Stock Rises After Solid Report—and Despite Some Misses Last Updated: 17 hours ago Apple's Earnings Are Almost Here. They're a Key Test Ahead of the Holidays. Adam Levine Apple CEO Tim Cook. (Nic Coury / AFP / Getty Images) Apple will report its fiscal fourth-quarter earnings after the market closes on Thursday, as investors hope for good news ahead of the key holiday sales window. For the period, Wall Street analysts tracked by FactSet are forecasting $1.78 in earnings per share on ...

Core Insights - Hanover Insurance Group reported $1.67 billion in revenue for Q3 2025, a year-over-year increase of 6.1% and a surprise of +0.83% over the Zacks Consensus Estimate of $1.66 billion [1] - The EPS for the same period was $5.09, compared to $3.05 a year ago, representing a surprise of +34.3% over the consensus estimate of $3.79 [1] Key Performance Metrics - GAAP Loss and LAE Ratio was 64.5%, slightly above the three-analyst average estimate of 63.8% [4] - GAAP Expense Ratio stood at 31.3%, compared to the average estimate of 30.7% [4] - GAAP Combined Ratio was reported at 91.1%, better than the average estimate of 94.5% [4] - Core Commercial - Loss and LAE Ratio was 63.6%, slightly below the average estimate of 63.9% [4] - Operating Revenues from Core Commercial - Net Investment Income was $51.8 million, exceeding the average estimate of $49.28 million, with a year-over-year change of +34.9% [4] - Operating Revenues from Specialty - Net Investment Income was $26.1 million, above the average estimate of $24.47 million, reflecting a year-over-year change of +24.9% [4] - Operating Revenues from Personal Lines - Net Investment Income was $33 million, compared to the average estimate of $31.98 million, showing a +25.5% year-over-year change [4] - Operating Revenues from Personal Lines - Net Premiums Earned was $642.6 million, exceeding the average estimate of $636.26 million, with a year-over-year change of +4.5% [4] - Total Revenues from Premiums earned were $1.55 billion, matching the average estimate, with a +4.8% change year-over-year [4] - Revenues from Net investment income were $117 million, surpassing the average estimate of $109.03 million, representing a +27.5% year-over-year change [4] Stock Performance - Hanover Insurance shares have returned -7% over the past month, while the Zacks S&P 500 composite has increased by +3.8% [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 - EPR Properties reported revenue of $154.84 million for Q3 2025, a 4.1% increase year-over-year, but fell short of the Zacks Consensus Estimate of $157.24 million by 1.53% [1] - The company achieved an EPS of $1.39, which is a significant increase from $0.53 a year ago, and exceeded the consensus estimate of $1.32 by 5.3% [1] Revenue Breakdown - Rental revenue was $154.84 million, compared to the average estimate of $157.22 million, reflecting a year-over-year increase of 4.1% [4] - Mortgage and other financing income reached $15.33 million, slightly below the average estimate of $15.67 million, with a year-over-year increase of 6.4% [4] - Other income was reported at $12.14 million, which is lower than the estimated $13.04 million, showing a significant decline of 30.3% year-over-year [4] Stock Performance - EPR Properties' shares have decreased by 9.5% over the past month, contrasting with a 3.8% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - Antero Resources reported a revenue of $1.21 billion for the quarter ended September 2025, marking a 15% increase year-over-year and exceeding the Zacks Consensus Estimate by 2.56% [1] - The company's EPS was $0.15, a significant improvement from -$0.12 in the same quarter last year, although it fell short of the consensus estimate of $0.22 by 31.82% [1] Financial Performance - Revenue from natural gas sales was $630.89 million, representing a year-over-year increase of 48.2%, but below the average estimate of $647.19 million [4] - Oil sales revenue was $31.35 million, down 40.5% year-over-year, and also below the average estimate of $36.19 million [4] - Revenue from natural gas liquids sales was $470.39 million, reflecting a 6.7% decrease year-over-year, and below the average estimate of $494.2 million [4] - Marketing revenue was reported at $34.9 million, down 26% year-over-year, and also below the average estimate of $35.79 million [4] Production Metrics - Average net production of oil was 6,728 BBL/D, which was lower than the five-analyst average estimate of 8,071.92 BBL/D [4] - Average net production of natural gas was 2,195 million cubic feet per day, slightly below the average estimate of 2,222.02 million cubic feet per day [4] - Combined natural gas equivalent production was 3,429 MMcfe/D, closely matching the four-analyst average estimate of 3,428.77 MMcfe/D [4] - Total production of natural gas was 202 Bcf, below the four-analyst average estimate of 205.11 Bcf [4] - Oil production was reported at 619 MBBL, significantly lower than the average estimate of 748.16 MBBL [4] Stock Performance - Antero Resources' shares have returned -5% over the past month, contrasting with the Zacks S&P 500 composite's increase of 3.8% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - First Interstate BancSystem (FIBK) reported $251.9 million in revenue for Q3 2025, showing no year-over-year change, with an EPS of $0.69 compared to $0.54 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $254.9 million, resulting in a surprise of -1.18%, while the EPS exceeded the consensus estimate of $0.59 by +16.95% [1] Financial Performance Metrics - Efficiency Ratio stood at 61.7%, slightly better than the average estimate of 62.1% from two analysts [4] - Net charge-offs to average loans were reported at 0.1%, significantly lower than the average estimate of 0.3% [4] - Net FTE interest margin ratio was consistent at 3.4%, matching the average estimate from two analysts [4] - Net Interest Income was $206.8 million, below the average estimate of $210.13 million [4] - Total noninterest Income reached $43.7 million, slightly below the estimated $44.03 million [4] - Mortgage banking revenues were reported at $1.5 million, lower than the average estimate of $1.93 million [4] Stock Performance - Shares of First Interstate BancSystem have returned +1.2% over the past month, compared to a +3.8% change in the Zacks S&P 500 composite [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 - Redwood Trust reported a revenue of $15 million for the quarter ended September 2025, reflecting a decline of 41.2% year-over-year and falling short of the Zacks Consensus Estimate of $30.01 million by 50.02% [1] - The company's EPS was $0.20, an increase from $0.18 in the same quarter last year, resulting in a positive EPS surprise of 25% against the consensus estimate of $0.16 [1] Financial Performance Metrics - Net interest income was reported at $15 million, significantly below the three-analyst average estimate of $29.98 million [4] - Non-interest income from Sequoia mortgage banking activities was $28.7 million, exceeding the average estimate of $25.02 million [4] - Total non-interest income was $39.4 million, which was lower than the average estimate of $51.23 million [4] - Non-interest income from mortgage banking activities was $40.1 million, slightly above the estimated $38.76 million [4] - HEI income netted $0.5 million, falling short of the average estimate of $5.37 million [4] - CoreVest mortgage banking activities generated $11.4 million, below the average estimate of $13.75 million [4] Stock Performance - Over the past month, Redwood Trust shares have returned -3.3%, contrasting with the Zacks S&P 500 composite's increase of +3.8% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Performance - American Homes 4 Rent (AMH) reported revenue of $478.46 million for the quarter ended September 2025, reflecting a year-over-year increase of 7.5% [1] - Earnings per share (EPS) for the quarter was $0.47, significantly up from $0.20 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $474.98 million by 0.73%, while the EPS surpassed the consensus estimate of $0.46 by 2.17% [1] Revenue Breakdown - Core revenues amounted to $405.62 million, slightly below the four-analyst average estimate of $409.34 million, with a year-over-year change of +7.5% [4] - Non-Same-Home core revenues were reported at $47.8 million, exceeding the average estimate of $45.95 million, representing a year-over-year increase of 14.3% [4] - Tenant charge-backs reached $72.84 million, surpassing the average estimate of $65.34 million, with a year-over-year change of +7.7% [4] - Same-Home core revenues were $357.83 million, below the estimated $363.39 million, but still showing a +6.6% change compared to the previous year [4] - Net earnings per share (diluted) were reported at $0.27, exceeding the average estimate of $0.16 [4] Stock Performance - Over the past month, shares of American Homes 4 Rent have returned -1.9%, contrasting with the Zacks S&P 500 composite's +3.8% 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]

Starbucks (SBUX) reported $9.57 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 5.5%. EPS of $0.52 for the same period compares to $0.80 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $9.33 billion, representing a surprise of +2.61%. The company delivered an EPS surprise of -5.46%, with the consensus EPS estimate being $0.55.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Str ...

Core Insights - Meta Platforms reported $51.24 billion in revenue for Q3 2025, a year-over-year increase of 26.3% and a surprise of +3.63% over the Zacks Consensus Estimate of $49.45 billion [1] - The EPS for the same period was $7.25, compared to $6.03 a year ago, with an EPS surprise of +9.68% against the consensus estimate of $6.61 [1] Financial Performance Metrics - Family daily active people (DAP) reached 3.54 billion, exceeding the average estimate of 3.49 billion [4] - Headcount was reported at 78,450, surpassing the average estimate of 76,888 [4] - Average Revenue Per Person (ARPP) was $14.46, compared to the estimated $14.08 [4] Advertising Revenue Breakdown - Advertising Revenue in the US & Canada was $21.33 billion, slightly below the average estimate of $21.7 billion, with a year-over-year change of +22.7% [4] - Advertising Revenue in Europe reached $12.07 billion, exceeding the average estimate of $11.65 billion, representing a year-over-year change of +29% [4] - Advertising Revenue in the Asia-Pacific region was $10.27 billion, above the average estimate of $9.87 billion, with a year-over-year change of +25% [4] - Advertising Revenue from the Rest of the World was $6.66 billion, surpassing the estimated $6.37 billion, reflecting a +30.9% year-over-year change [4] - Geographical Revenue by User in the US & Canada was $21.75 billion, compared to the estimated $21.53 billion, with a +23.5% year-over-year change [4] Overall Revenue Insights - Revenue from the Family of Apps (FoA) was $50.77 billion, exceeding the average estimate of $49.07 billion, with a year-over-year change of +25.9% [4] - Revenue from Reality Labs was $470 million, significantly above the average estimate of $339.85 million, representing a year-over-year change of +74.1% [4] - Total Advertising Revenue was $50.08 billion, compared to the average estimate of $48.51 billion, reflecting a +25.6% year-over-year change [4] - Other Revenue was reported at $690 million, exceeding the estimated $588.26 million, with a year-over-year change of +59% [4]