Core Insights - Phinia (PHIN) reported revenue of $908 million for the quarter ended September 2025, reflecting an 8.2% increase year-over-year and surpassing the Zacks Consensus Estimate of $868.76 million by 4.52% [1] - The company's EPS for the quarter was $1.59, compared to $1.17 in the same quarter last year, resulting in an EPS surprise of 35.9% [1] Financial Performance - Revenue breakdown by geography: - Americas: $382 million, exceeding the estimated $366.74 million - Europe: $367 million, above the estimated $361.4 million - Asia: $159 million, surpassing the estimated $140.22 million [4] - Net sales in specific segments: - Aftermarket: $359 million, below the estimated $367.38 million - Fuel Systems: $549 million, exceeding the estimated $531.41 million [4] Market Performance - Phinia's shares have returned -3.8% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change, indicating potential underperformance in the near term [3]

Core Insights - ATI reported $1.13 billion in revenue for Q3 2025, a year-over-year increase of 7.1% and an EPS of $0.85 compared to $0.60 a year ago, indicating strong financial performance despite a slight revenue miss against estimates [1] - The revenue fell short of the Zacks Consensus Estimate by 1.25%, while the EPS exceeded the consensus estimate by 13.33% [1] Financial Performance Metrics - High Performance Materials & Components sales were $602.9 million, a 9.1% increase year-over-year, but below the average estimate of $622.69 million [4] - Advanced Alloys & Solutions sales reached $522.6 million, a 4.8% year-over-year increase, surpassing the average estimate of $507.44 million [4] - EBITDA for Advanced Alloys & Solutions was $90.4 million, exceeding the average estimate of $81.61 million, while EBITDA for High Performance Materials & Components was $145.8 million, slightly below the estimate of $150.04 million [4] Stock Performance - ATI shares have returned +15.7% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance in the near term [3]

Core Insights - Hasbro reported $1.39 billion in revenue for Q3 2025, an 8.3% year-over-year increase, with an EPS of $1.68 compared to $1.73 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $1.35 billion by 3.16%, while the EPS also surpassed the consensus estimate of $1.66 by 1.2% [1] Revenue Breakdown - External Net Revenues from Entertainment reached $18.6 million, exceeding the average estimate of $16.91 million, marking an 8.1% year-over-year increase [4] - External Net Revenues from Consumer Products were $796.9 million, below the average estimate of $815.77 million, reflecting a 7.4% year-over-year decline [4] - External Net Revenues from Wizards of the Coast and Digital Gaming totaled $572 million, surpassing the estimated $512.39 million, with a significant year-over-year increase of 41.6% [4] - Within Wizards of the Coast and Digital Gaming, Tabletop Gaming revenues were $441.8 million, exceeding the average estimate of $387.74 million, representing a 48.9% year-over-year increase [4] - Digital and Licensed Gaming revenues reached $130.2 million, slightly above the average estimate of $126.78 million, with a year-over-year change of 21.5% [4] Operating Profit Analysis - Operating profit for Wizards of the Coast and Digital Gaming was $251.5 million, compared to the average estimate of $204.98 million [4] - Operating profit for Consumer Products was $80.1 million, below the average estimate of $107.28 million [4] Stock Performance - Hasbro's shares returned -0.1% over the past month, while the Zacks S&P 500 composite increased by 0.2% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Live Oak Bancshares (LOB) reported revenue of $146.1 million for Q3 2025, a year-over-year increase of 12.4% [1] - The earnings per share (EPS) for the same period was $0.55, compared to $0.28 a year ago [1] - The reported revenue was a slight miss of -0.85% against the Zacks Consensus Estimate of $147.35 million [1] - The EPS fell short of the consensus estimate of $0.58, resulting in an EPS surprise of -5.17% [1] Performance Metrics - Net charge-offs to average loans and leases held for investment were 0.6%, higher than the estimated 0.4% [4] - Net Interest Margin stood at 3.3%, matching the average estimate [4] - Average balance of total interest-earning assets was $13.77 billion, exceeding the estimated $13.41 billion [4] - Efficiency Ratio was reported at 59.7%, significantly higher than the estimated 51.3% [4] - Total noninterest income was $30.61 million, below the average estimate of $33.71 million [4] - Net Interest Income reached $115.49 million, surpassing the estimated $112.25 million [4] Stock Performance - Shares of Live Oak Bancshares have returned -3.5% over the past month, while the Zacks S&P 500 composite increased by +1.1% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Malibu Boats (MBUU) reported revenue of $207.04 million for the quarter ended June 2025, marking a year-over-year increase of 30.5% and exceeding the Zacks Consensus Estimate of $195.8 million by 5.74% [1] - The company's EPS for the same period was $0.42, a significant improvement from -$0.39 a year ago, although it fell short of the consensus estimate of $0.44 by 4.55% [1] Revenue Breakdown - Revenue from Malibu products reached $80.3 million, surpassing the average estimate of $56.75 million by two analysts, reflecting a year-over-year increase of 114.1% [4] - Cobalt products generated $53.8 million in revenue, which was below the average estimate of $62.1 million, but still represented a year-over-year increase of 7.2% [4] - Saltwater Fishing products reported revenue of $72.9 million, falling short of the average estimate of $83 million, with a year-over-year change of 2.7% [4] Stock Performance - Over the past month, shares of Malibu Boats have returned +16.4%, significantly outperforming the Zacks S&P 500 composite's +1.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Datadog reported revenue of $826.76 million for the quarter ended June 2025, reflecting a year-over-year increase of 28.1% [1] - The earnings per share (EPS) for the quarter was $0.46, up from $0.43 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $790.78 million, resulting in a positive surprise of +4.55% [1] - Datadog's EPS also surpassed expectations, with a surprise of +12.2% compared to the consensus estimate of $0.41 [1] Key Metrics - The number of customers generating over $100k in annual recurring revenue (ARR) reached 3,850, slightly above the estimated 3,848 [4] - Total customer count stood at 31,400, exceeding the estimated 31,165 [4] - Remaining performance obligations were reported at $2.43 billion, compared to the estimated $2.39 billion [4] Stock Performance - Datadog's shares have returned -0.8% over the past month, while the Zacks S&P 500 composite has increased by +1.9% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - Onity Group reported revenue of $246.6 million for the quarter ended June 2025, reflecting a slight increase of 0.1% year-over-year, but fell short of the Zacks Consensus Estimate of $263.75 million, resulting in a revenue surprise of -6.5% [1] - The company's earnings per share (EPS) was $1.87, significantly down from $4.07 in the same quarter last year, and also missed the consensus EPS estimate of $2.08, leading to an EPS surprise of -10.1% [1] Financial Performance Metrics - Other revenues amounted to $13 million, exceeding the average estimate of $12.3 million by two analysts [4] - Gain on loans held for sale, net, was reported at $10.4 million, below the average estimate of $15.25 million [4] - Gain on reverse loans held for investment and HMBS-related borrowings, net, was $11.9 million, compared to the average estimate of $14.75 million [4] - Servicing and subservicing fees totaled $211.3 million, which was lower than the estimated $221.5 million [4] Stock Performance - Over the past month, Onity's shares have returned -0.6%, while the Zacks S&P 500 composite has increased by +1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - BioMarin Pharmaceutical reported revenue of $825.41 million for the quarter ended June 2025, reflecting a year-over-year increase of 15.9% [1] - The company's EPS was $1.44, up from $0.96 in the same quarter last year, indicating a significant improvement in profitability [1] - The reported revenue exceeded the Zacks Consensus Estimate of $766.23 million by 7.72%, and the EPS surpassed the consensus estimate of $1.03 by 39.81% [1] Revenue Breakdown - Net product revenues totaled $812.98 million, exceeding the average estimate of $755.45 million by analysts, marking a 15.8% increase year-over-year [4] - Royalty and other revenues reached $12.43 million, surpassing the estimated $10.77 million, representing a 25.5% increase compared to the previous year [4] - Specific product revenue highlights include: - NAGLAZYME: $129 million, slightly below the estimate of $120.87 million, a decrease of 2.3% year-over-year [4] - VIMIZIM: $215 million, exceeding the estimate of $186.74 million, a 20.8% increase [4] - PALYNZIQ: $106 million, above the estimate of $100.63 million, a 20.1% increase [4] - VOXZOGO: $221 million, slightly above the estimate of $219.28 million, a 20.2% increase [4] - ROCTAVIAN: $9 million, below the estimate of $12.52 million, a 21.6% increase [4] - KUVAN: $27 million, exceeding the estimate of $21.49 million, a decrease of 5.6% [4] - ALDURAZYME: $56 million, surpassing the estimate of $43.18 million, a significant increase of 45.1% [4] - BRINEURA: $49 million, above the estimate of $45.89 million, an 8.2% increase [4] Stock Performance - BioMarin's shares have returned +1.1% over the past month, outperforming the Zacks S&P 500 composite's +0.6% change [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 - Wayfair reported $3.27 billion in revenue for Q2 2025, a 5% year-over-year increase, with an EPS of $0.87 compared to $0.47 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $3.14 billion by 4.25%, and the EPS surpassed the consensus estimate of $0.36 by 141.67% [1] Financial Performance Metrics - Orders Delivered: 10 million, exceeding the average estimate of 9.65 million [4] - Average Order Value: $328.00, compared to the average estimate of $323.46 [4] - Active Customers: 21 thousand, slightly below the average estimate of 22.03 million [4] - LTM Orders Per Customer: $1.86, above the average estimate of $1.79 [4] - LTM Net Revenue per Active Customer: $572.00, exceeding the average estimate of $529.01 [4] - Orders by Repeat Customers: 80.7%, slightly above the estimated 80.5% [4] - Orders From Repeat Customers: 8.1 thousand, compared to the average estimate of 7.77 thousand [4] - Geographic Net Revenue - International: $399 million, surpassing the average estimate of $355.9 million, with a year-over-year change of 3.1% [4] - Geographic Net Revenue - United States: $2.87 billion, exceeding the average estimate of $2.77 billion, with a year-over-year change of 5.3% [4] Stock Performance - Wayfair shares have returned +14.8% over the past month, outperforming the Zacks S&P 500 composite's +0.6% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for near-term outperformance against the broader market [3]

Shake Shack (SHAK) reported $356.47 million in revenue for the quarter ended June 2025, representing a year- over-year increase of 12.6%. EPS of $0.44 for the same period compares to $0.27 a year ago. View all Key Company Metrics for Shake Shack here>>> Shares of Shake Shack have returned -0.3% over the past month versus the Zacks S&P 500 composite's +2.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Same-Shack sal ...