Core Insights - Axis Capital's shares have increased by approximately 9.2% since the last earnings report, outperforming the S&P 500 [1][2] Financial Performance - For Q3 2025, Axis Capital reported an operating income of $3.25 per share, exceeding the Zacks Consensus Estimate by 19.4%, and reflecting a 20% year-over-year increase [3] - Total operating revenues reached $1.6 billion, surpassing the Zacks Consensus Estimate by 0.6%, and showing a 4% year-over-year growth due to higher premiums [4] - Net premiums written rose by 9% to $1.4 billion, driven by an 11% increase in the insurance segment and a 3% increase in the reinsurance segment [5] - Net investment income decreased by 9.7% year-over-year to $185 million, falling short of estimates [5] - Total expenses decreased by 5.7% year-over-year to $1.3 billion, attributed to lower interest expenses and financing costs [6] Underwriting and Losses - Pre-tax catastrophe and weather-related losses were $44 million, including $20 million related to the Middle East Conflict, which is an improvement from the previous year's loss of $78 million [7] - Underwriting income increased by 39% year-over-year to $188 million, with the combined ratio improving by 370 basis points to 89.4 [7] Segment Results - In the insurance segment, gross premiums written improved by 10.8% year-over-year to $1.7 billion, with underwriting income increasing by 55.2% [8] - In the reinsurance segment, gross premiums written increased by 5.6% year-over-year to $432.3 million, although underwriting income decreased by 3.7% [9] Financial Position - As of September 30, 2025, Axis Capital had cash and cash equivalents of $825.9 million, a decrease of 61% from the end of 2024, while debt increased slightly to $1.3 billion [10] - Book value per share increased by 13% from the end of 2024 to $73.82 [10] Capital Deployment - Axis Capital has $400 million remaining under its share repurchase program as of September 30, 2025 [12] Market Outlook - Axis Capital holds a Zacks Rank 2 (Buy), indicating expectations for above-average returns in the coming months [15] - The company has a subpar Growth Score of D but a better Momentum Score of B, with an aggregate VGM Score of C [14]

格隆汇11月28日丨骏东控股(08277.HK)发布公告，截至2025年9月30日止六个月，实现收入690.8万港 元，同比减少41.1%；毛利为96万港元，同比增加55.3%；公司权益股东应占期内亏损41万港元，上年 同期公司权益股东应占期内亏损972.2万港元；基本及摊薄每股亏损0.16港仙。 ...

Core Insights - Abercrombie & Fitch reported revenue of $1.29 billion for the quarter ended October 2025, a year-over-year increase of 6.8% [1] - The company's EPS for the same period was $2.36, down from $2.50 a year ago, but exceeded the consensus estimate of $2.14 by 10.28% [1] - The revenue surpassed the Zacks Consensus Estimate of $1.27 billion, indicating a surprise of 1.26% [1] Financial Performance Metrics - Total comparable store sales increased by 3% year-over-year, slightly below the four-analyst average estimate of 3.5% [4] - Hollister brand comparable store sales saw a significant increase of 15%, outperforming the three-analyst average estimate of 10% [4] - Abercrombie brand comparable store sales decreased by 7%, which was worse than the average estimate of -4.4% [4] Brand Performance - Net sales for the Hollister brand reached $673.27 million, exceeding the average estimate of $638.14 million, representing a year-over-year change of 16.3% [4] - Abercrombie brand net sales were reported at $617.35 million, slightly below the average estimate of $632.66 million, reflecting a year-over-year decline of 2% [4] Stock Performance - Abercrombie's shares have returned -11.2% over the past month, compared to a -1.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - For the quarter ended September 2025, PennantPark (PFLT) reported revenue of $68.98 million, reflecting a year-over-year increase of 24.2% and a surprise of +4.65% over the Zacks Consensus Estimate of $65.91 million [1] - EPS for the quarter was $0.28, which is a decrease from $0.32 in the same quarter last year, aligning with the consensus EPS estimate [1] - The stock has returned -0.1% over the past month, compared to the Zacks S&P 500 composite's -1.8% change, and currently holds a Zacks Rank 4 (Sell) [3] Revenue and Earnings Performance - The revenue increase of 24.2% year-over-year indicates strong growth, surpassing analyst expectations [1] - The reported EPS of $0.28 did not deliver a surprise, as it matched the consensus estimate [1] Key Metrics Analysis - Other income from non-controlled, non-affiliated investments was reported at $1.14 million, exceeding the two-analyst average estimate of $1.01 million [4] - Interest income from non-controlled, non-affiliated investments was $56.32 million, surpassing the two-analyst average estimate of $51.78 million, representing a year-over-year change of +41.9% [4] - Dividend income from non-controlled, non-affiliated investments was $0.1 million, significantly below the two-analyst average estimate of $0.55 million, reflecting a year-over-year decline of -80% [4]

Core Insights - USA Compression Partners (USAC) reported revenue of $250.26 million for Q3 2025, a 4.3% increase year-over-year, with an EPS of $0.26 compared to $0.13 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $247.33 million, resulting in a surprise of +1.19%, while the EPS also surpassed expectations by +18.18% [1] Financial Performance - The company’s revenue-generating horsepower at period end was 3.56 billion, matching the average estimate from two analysts [4] - Average revenue-generating horsepower was reported at 3.55 billion, slightly below the average estimate of 3.59 billion [4] - Parts and service revenues were $5.37 million, which is lower than the estimated $7.03 million, reflecting a year-over-year decline of -6.7% [4] Market Performance - Over the past month, shares of USA Compression have returned +2.7%, outperforming the Zacks S&P 500 composite, which saw a decline of -1.8% [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - Maximus reported revenue of $1.32 billion for the quarter ended September 2025, reflecting a year-over-year increase of 0.2% [1] - The earnings per share (EPS) for the quarter was $1.62, up from $1.46 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate by 1.52%, while the EPS also missed the consensus estimate by 0.61% [1] Revenue Breakdown - U.S. Federal Services revenue was $747.94 million, slightly below the average estimate of $750.39 million, with a year-over-year increase of 10.8% [4] - U.S. Services revenue was reported at $429.27 million, which is a decline of 7.4% compared to the previous year and below the estimated $454.98 million [4] - Revenue from outside the U.S. was $141.11 million, exceeding the average estimate of $133.36 million, but showing a significant year-over-year decline of 20.4% [4] Stock Performance - Over the past month, Maximus shares have returned -11.2%, contrasting with a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Net profit attributable to ordinary shareholders of Youdao was RMB 100,000, a decline of over 99% compared to RMB 86.3 million in the same period last year [1] - Youdao reported a net revenue of RMB 1.63 billion for Q3 2025, a year-on-year increase of 3.6% [1] - Online marketing services became the largest revenue source in Q3 2025, generating RMB 740 million, a growth of 51.1% year-on-year, accounting for 45.4% of total revenue [1] Financial Performance - The net profit attributable to ordinary shareholders for Q3 2025 was RMB 100,000, down from RMB 86.3 million in Q3 2024, representing a 99% decline [1] - Non-GAAP net profit attributable to ordinary shareholders was RMB 9.2 million, a decrease of 89.7% from RMB 88.7 million in the same quarter last year [1] - Total net revenue for Q3 2025 reached RMB 1.63 billion, reflecting a 3.6% increase year-on-year [1] Business Strategy - Youdao significantly reduced the scale and market investment in its quality education business, which had contributed high revenue and profit levels in the previous year [1] - The company views the impact of this reduction as a one-time effect, with structural adjustments now completed [1] - Increased investment was made in other business areas, such as Lingxi, during Q3 [1]

Core Insights - VAREX IMAGING reported revenue of $228.9 million for the quarter ended September 2025, reflecting an 11.3% increase year-over-year and surpassing the Zacks Consensus Estimate of $220.45 million by 3.83% [1] - The company's EPS for the quarter was $0.37, significantly higher than the $0.19 reported in the same quarter last year, and exceeded the consensus EPS estimate of $0.18 by 105.56% [1] Revenue Breakdown - Industrial revenue reached $76.8 million, exceeding the average estimate of $65.39 million by analysts, marking a 25.3% increase compared to the previous year [4] - Medical revenue was reported at $152.1 million, slightly below the average estimate of $155.08 million, but still showing a year-over-year increase of 5.3% [4] Profit Metrics - Gross profit from Industrial operations was $29.8 million, surpassing the average estimate of $22.05 million [4] - Gross profit from Medical operations was $48 million, which was below the average estimate of $49.24 million [4] Stock Performance - Over the past month, VAREX IMAGING shares have returned -1.7%, contrasting with a +0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Viewpoint - Home Depot reported third-quarter adjusted earnings that fell below analyst expectations, leading to a 3% decline in stock price despite revenue slightly exceeding forecasts [1]. Financial Performance - Adjusted EPS for the third quarter was $3.74, which was lower than the consensus estimate of $3.84 [2]. - Revenue increased by 2.8% year over year to $41.4 billion, surpassing expectations of $41.18 billion [2]. - The revenue figures included approximately $900 million from the acquisition of GMS Inc., accounting for around eight weeks of consolidation [2]. - Comparable sales rose only 0.2%, with U.S. comparable sales up 0.1%, indicating ongoing softness in the housing market and consumer spending [2]. Future Outlook - Home Depot updated its fiscal 2025 outlook, projecting approximately 3% total sales growth and "slightly positive" comparable sales for the comparable 52-week period [3]. - Adjusted diluted earnings per share are expected to decline by roughly 5% from fiscal 2024's figure of $15.24 [3].

Core Insights - LATAM reported a revenue of $3.86 billion for the quarter ended September 2025, reflecting a year-over-year increase of 17.3% and surpassing the Zacks Consensus Estimate of $3.61 billion by 6.68% [1] - The company's EPS for the quarter was $1.30, an increase from $1.00 in the same quarter last year, also exceeding the consensus estimate of $1.26 by 3.17% [1] Financial Performance Metrics - Passenger ASKs were reported at 44.52 billion, slightly below the estimated 44.61 billion [4] - Passenger RPKs reached 38.04 billion, marginally above the estimated 38.01 billion [4] - The Passenger Load Factor based on ASKs was 85.4%, exceeding the average estimate of 85.2% [4] - Cargo Yield based on RTKs was 36.70 cents, below the estimated 37.09 cents [4] - Passenger Revenues per ASK were reported at 7.60 cents, higher than the estimated 7.14 cents [4] - Cargo ATKs were 2.11 billion, above the estimated 2.08 billion [4] - Cargo Load Factor based on ATKs was 52.3%, slightly below the estimated 52.8% [4] - Passenger Yield based on RPKs was 8.90 cents, exceeding the estimated 8.39 cents [4] - Revenue from Passenger services was $3.39 billion, surpassing the estimated $3.19 billion [4] - Other income revenue was $57.35 million, slightly above the estimated $56.64 million [4] - Cargo revenue was reported at $404.5 million, below the estimated $407.36 million [4] Stock Performance - LATAM shares have returned -0.3% over the past month, while the Zacks S&P 500 composite has increased by 1.5% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]