Core Viewpoint - Oddity Tech reported quarterly earnings of $0.92 per share, exceeding the Zacks Consensus Estimate of $0.88 per share, and showing an increase from $0.82 per share a year ago, indicating a positive earnings surprise of +4.55% [1] Financial Performance - The company achieved revenues of $241.14 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.83% and reflecting a year-over-year increase from $192.77 million [2] - Over the last four quarters, Oddity Tech has consistently surpassed consensus EPS and revenue estimates [2] Stock Performance - Oddity Tech shares have increased approximately 70.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 6.1% [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, with current consensus EPS estimates at $0.32 for the coming quarter and $2.04 for the current fiscal year [7] - The Zacks Rank for Oddity Tech is currently 2 (Buy), indicating expectations for the stock to outperform the market in the near future [6] Industry Context - The Internet - Software industry, to which Oddity Tech belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Core Insights - Evertec reported revenue of $229.61 million for the quarter ended June 2025, reflecting an 8.3% increase year-over-year and a surprise of +3.48% over the Zacks Consensus Estimate of $221.88 million [1] - The company's EPS for the quarter was $0.89, up from $0.83 in the same quarter last year, with an EPS surprise of +3.49% compared to the consensus estimate of $0.86 [1] Revenue Breakdown - Payment Services - Puerto Rico & Caribbean generated $56.42 million, exceeding the three-analyst average estimate of $55.39 million, with a year-over-year change of +4.1% [4] - Payment Services - Latin America reported revenues of $86.06 million, surpassing the average estimate of $80.78 million, marking a year-over-year increase of +15.3% [4] - Corporate and Other revenues were reported at -$24.68 million, slightly better than the average estimate of -$25.32 million, with a year-over-year change of +0.6% [4] - Business Solutions revenues reached $64.52 million, compared to the average estimate of $63.29 million, reflecting a +3.5% year-over-year change [4] - Merchant Acquiring, net revenues were $47.29 million, slightly below the average estimate of $47.57 million, with a year-over-year increase of +4.4% [4] Stock Performance - Over the past month, Evertec's shares have returned -9.3%, contrasting with the Zacks S&P 500 composite's +3.4% 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]

Core Viewpoint - Tilray Brands, Inc. reported quarterly earnings of $0.02 per share, surpassing the Zacks Consensus Estimate of a loss of $0.03 per share, marking an earnings surprise of +166.67% [1] - The company posted revenues of $224.54 million for the quarter ended May 2025, which was 6.46% below the Zacks Consensus Estimate and a decrease from $229.88 million year-over-year [2] Financial Performance - The earnings report indicates a significant improvement from a loss of $0.04 per share a year ago [1] - Over the last four quarters, Tilray Brands has exceeded consensus EPS estimates twice, but has not beaten revenue estimates during the same period [2] Stock Performance - Tilray Brands shares have declined approximately 48.2% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The current Zacks Rank for Tilray Brands is 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is -$0.06 on revenues of $209.71 million, and for the current fiscal year, it is -$0.17 on revenues of $885.29 million [7] - The outlook for the Medical - Products industry, to which Tilray Brands belongs, is currently in the bottom 30% of Zacks industries, which may negatively impact stock performance [8]

Core Viewpoint - Healthcare Services (HCSG) reported quarterly earnings of $0.21 per share, exceeding the Zacks Consensus Estimate of $0.20 per share, and showing an increase from $0.20 per share a year ago [1][2] Financial Performance - The company achieved revenues of $458.49 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.89% and increasing from $426.29 million year-over-year [3] - Over the last four quarters, Healthcare Services has exceeded consensus EPS estimates three times and has also topped consensus revenue estimates three times [2][3] Stock Performance - Since the beginning of the year, Healthcare Services shares have increased by approximately 12.4%, outperforming the S&P 500's gain of 7.3% [4] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [7] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.20 on revenues of $450.3 million, and for the current fiscal year, it is $0.84 on revenues of $1.8 billion [8] - The estimate revisions trend for Healthcare Services was mixed ahead of the earnings release, which may change following the recent report [7] Industry Context - The Business - Services industry, to which Healthcare Services belongs, is currently in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [9]

Group 1: TransMedics Group - TransMedics Group reported Q1 2025 sales of over $143 million, exceeding analyst expectations by approximately 16% [2] - The company achieved adjusted earnings per share (EPS) of $0.70, more than double the expected amount [3] - TransMedics increased its full-year revenue guidance by $34 million, now forecasting $575 million, which implies a growth of 30% compared to 2024 [4] Group 2: Everus - Everus reported Q1 sales of nearly $827 million, beating forecasts by over $150 million, resulting in a sales beat of over 22% [6] - The company's non-adjusted EPS rose by 31% to $0.72, contrary to analyst expectations of a decline [6] - Everus's order backlog increased by 41% to $3.1 billion, providing a solid revenue floor for future growth [8] Group 3: Excelerate Energy - Excelerate Energy's Q1 sales reached $315 million, surpassing estimates by over 51% [11] - Revenues grew by over 57%, significantly higher than the expected growth of just 4% [11] - The company is positioned to benefit from rising global demand for LNG, with Jefferies initiating coverage with a $39 price target [11]

Core Viewpoint - Allurion Technologies, Inc. reported a quarterly earnings of $0.43 per share, significantly beating the Zacks Consensus Estimate of a loss of $1.53 per share, marking an earnings surprise of 128.10% [1] Financial Performance - The company posted revenues of $5.58 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 2.11%, and a decline from $9.39 million in the same quarter last year [2] - Over the last four quarters, Allurion has surpassed consensus EPS estimates two times but has not beaten consensus revenue estimates [2] Stock Performance - Allurion shares have declined approximately 78.1% since the beginning of the year, contrasting with the S&P 500's gain of 0.1% [3] - The current consensus EPS estimate for the upcoming quarter is -$1.15 on revenues of $6.05 million, and for the current fiscal year, it is -$4.19 on revenues of $28.6 million [7] Industry Outlook - The Medical - Products industry, to which Allurion belongs, is currently ranked in the bottom 31% 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 could impact Allurion's stock performance [5]

分组1 - HighPeak Energy, Inc. reported quarterly earnings of $0.31 per share, exceeding the Zacks Consensus Estimate of $0.22 per share, but down from $0.37 per share a year ago, representing an earnings surprise of 40.91% [1] - The company posted revenues of $257.45 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.90%, but down from $287.76 million year-over-year [2] - HighPeak Energy shares have declined approximately 37.8% since the beginning of the year, contrasting with the S&P 500's decline of 3.8% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is breakeven on revenues of $216.55 million, while for the current fiscal year, it is $0.32 on revenues of $911.71 million [7] - The Zacks Industry Rank for Oil and Gas - Exploration and Production - United States is currently in the bottom 25% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8]

Company Performance - EchoStar reported a quarterly loss of $0.71 per share, which is better than the Zacks Consensus Estimate of a loss of $0.90, but worse than the loss of $0.40 per share from a year ago [1] - The quarterly report resulted in an earnings surprise of 21.11%, with the company previously expected to post a loss of $0.63 per share but instead reporting earnings of $1.24, leading to a surprise of 296.83% [2] - The company posted revenues of $3.87 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.29%, but down from $4.01 billion in the same quarter last year [3] Stock Performance - EchoStar shares have increased by approximately 4.2% since the beginning of the year, contrasting with a decline of 3.7% in the S&P 500 [4] - The current consensus EPS estimate for the upcoming quarter is -$1.07 on revenues of $3.84 billion, and for the current fiscal year, it is -$4.34 on revenues of $15.42 billion [8] Industry Outlook - The Satellite and Communication industry, to which EchoStar belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, indicating potential challenges ahead [9] - The performance of EchoStar's stock may be influenced by the overall outlook for the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [9]

Company Performance - ICU Medical reported quarterly earnings of $1.72 per share, exceeding the Zacks Consensus Estimate of $1.23 per share, and up from $0.96 per share a year ago, representing an earnings surprise of 39.84% [1] - The company posted revenues of $599.49 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 5.54%, compared to $566.66 million in the same quarter last year [2] - Over the last four quarters, ICU Medical has consistently surpassed consensus EPS and revenue estimates [2] Stock Performance - ICU Medical shares have declined approximately 13.3% since the beginning of the year, while the S&P 500 has decreased by 4.3% [3] - The current Zacks Rank for ICU Medical is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $1.66 on revenues of $569.35 million, and for the current fiscal year, it is $6.90 on revenues of $2.28 billion [7] - The outlook for the medical products industry is currently in the bottom 32% of over 250 Zacks industries, which may impact the stock's performance [8]

分组1 - Treace Medical Concepts reported a quarterly loss of $0.25 per share, better than the Zacks Consensus Estimate of a loss of $0.31, and an improvement from a loss of $0.30 per share a year ago, representing an earnings surprise of 19.35% [1] - The company posted revenues of $52.57 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.05%, and an increase from year-ago revenues of $51.11 million [2] - Treace Medical Concepts has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates four times during the same period [2] 分组2 - The stock has lost about 3.2% since the beginning of the year, while the S&P 500 has declined by 4.3% [3] - The current consensus EPS estimate for the coming quarter is -$0.27 on revenues of $49.66 million, and for the current fiscal year, it is -$0.86 on revenues of $227.44 million [7] - The Medical - Instruments industry, to which Treace Medical Concepts belongs, is currently in the top 28% of Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]