For the quarter ended September 2025, Ralliant (RAL) reported revenue of $529.1 million, representing no change compared to the same period last year. EPS came in at $0.60, compared to $0 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $519.14 million, representing a surprise of +1.92%. The company delivered an EPS surprise of +3.45%, with the consensus EPS estimate being $0.58.While investors closely watch year-over-year changes in headline numbers -- revenue and ea ...

Core Insights - Porch Group, Inc. reported $115.07 million in revenue for Q3 2025, a year-over-year increase of 3.5% [1] - The EPS for the same period was -$0.10, compared to -$0.02 a year ago, indicating a decline in earnings [1] - The revenue exceeded the Zacks Consensus Estimate by 4.87%, while the EPS fell short by 25% [1] Revenue Breakdown - Insurance Services revenue was $73.85 million, surpassing the average estimate of $66.7 million [4] - Software & Data revenue reached $24.64 million, slightly below the estimated $25.6 million [4] - The total revenue from Porch Shareholder Interest was $115.07 million, exceeding the estimate of $109.74 million [4] - Eliminations accounted for a revenue of -$2.77 million, worse than the average estimate of -$2.02 million [4] - Consumer Services revenue was $19.37 million, slightly below the average estimate of $19.45 million [4] Stock Performance - Porch Group's shares have returned -7.8% over the past month, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance in the near term [3]

Core Insights - Targa Resources, Inc. reported a revenue of $4.15 billion for the quarter ended September 2025, reflecting a year-over-year increase of 7.8% but falling short of the Zacks Consensus Estimate of $4.93 billion by 15.75% [1] - The company's earnings per share (EPS) was $2.20, an increase from $1.75 in the same quarter last year, but below the consensus estimate of $2.23, resulting in an EPS surprise of -1.35% [1] Financial Performance - Targa Resources' stock has returned -7.1% over the past month, contrasting with a +1% change in the Zacks S&P 500 composite [3] - The company currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3] Key Metrics - Gathering and Processing - NGL sales per day reached 634.8 million barrels, exceeding the average estimate of 621.65 million barrels [4] - Gathering and Processing - Gross NGL production in Coastal areas was 36.9 million barrels, surpassing the estimate of 32.22 million barrels [4] - Gathering and Processing - Condensate sales per day were 18 million barrels, below the average estimate of 20.54 million barrels [4] - Logistics and Marketing - NGL sales totaled 1249.3 million barrels, exceeding the estimate of 1211.04 million barrels [4] - Logistics and Marketing - Export volumes were 407.4 million barrels, falling short of the estimate of 427.27 million barrels [4] - Logistics and Marketing - Fractionation volumes reached 1134.3 million barrels, surpassing the estimate of 997.45 million barrels [4] - Gathering and Processing - Total Plant natural gas inlet volumes were 8268.4 million cubic feet, exceeding the estimate of 8137.9 million cubic feet [4] - Gathering and Processing - Total Gross NGL production was 1095.1 million barrels, above the estimate of 1051.75 million barrels [4] - Gathering and Processing - Average realized prices for Condensate were $67.75, higher than the estimate of $65.59 [4] - Gathering and Processing - Average realized prices for Natural gas were $1.20, below the estimate of $1.75 [4] - Gathering and Processing - Average realized prices for NGL were $0.39, lower than the estimate of $0.44 [4] - Gathering and Processing - Plant natural gas inlet volumes in Badlands were 129.9 million cubic feet, slightly below the estimate of 131.86 million cubic feet [4]

Core Insights - Jones Lang LaSalle (JLL) reported a revenue of $6.51 billion for the quarter ended September 2025, reflecting a year-over-year increase of 10.9% [1] - The earnings per share (EPS) for the quarter was $4.50, up from $3.50 in the same quarter last year, indicating a strong performance [1] - The reported revenue exceeded the Zacks Consensus Estimate of $6.46 billion by 0.83%, while the EPS surpassed the consensus estimate of $4.24 by 6.13% [1] Financial Performance Metrics - Adjusted EBITDA for Leasing Advisory / Markets Advisory was $136.9 million, below the average estimate of $143.71 million from three analysts [4] - Adjusted EBITDA for Capital Markets reached $89.9 million, exceeding the average estimate of $80.36 million [4] - Adjusted EBITDA for Investment Management was $23.7 million, lower than the average estimate of $27.28 million [4] - Adjusted EBITDA for Software & Technology Solutions reported a loss of $1.1 million, better than the average estimate of a loss of $5.78 million [4] - Adjusted EBITDA for Real Estate Management Services was $102.2 million, slightly above the average estimate of $100.35 million [4] Stock Performance - Over the past month, shares of Jones Lang LaSalle have returned +4.5%, outperforming the Zacks S&P 500 composite's +1% 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 - Fidelity National Information Services (FIS) reported a revenue of $2.72 billion for Q3 2025, marking a year-over-year increase of 5.7% and an EPS of $1.51, up from $1.40 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Financial Performance - Revenue from Banking Solutions was $1.89 billion, surpassing the estimated $1.84 billion, reflecting a year-over-year increase of 6.5% [4] - Revenue from Capital Market Solutions reached $783 million, exceeding the average estimate of $775.37 million, with a year-over-year growth of 7.3% [4] - Revenue from Corporate and Other was $40 million, slightly below the estimated $40.02 million, showing a significant decline of 34.4% compared to the previous year [4] - Total Recurring Revenue was reported at $2.19 billion, above the estimated $2.15 billion, indicating a year-over-year increase of 6% [4] Stock Performance - Shares of Fidelity National have decreased by 7.8% over the past month, contrasting with a 1% increase 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 - Angi reported a revenue of $265.63 million for the quarter ended September 2025, reflecting a year-over-year decline of 10.5% and an EPS of $0.23 compared to $0.70 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $269.12 million, resulting in a surprise of -1.29%, while the EPS also missed the consensus estimate of $0.33 by -30.3% [1] Financial Performance Metrics - Total monetized transactions (leads) were 5.44 million, slightly below the average estimate of 5.45 million [4] - Leads from network channels were 495 thousand, compared to the average estimate of 603.95 thousand [4] - Leads from proprietary channels reached 4.95 million, exceeding the average estimate of 4.85 million [4] - International revenue was reported at $32.4 million, surpassing the average estimate of $31.49 million, with a year-over-year increase of 1.9% [4] - Total domestic revenue was $233.2 million, below the average estimate of $237.63 million, representing a year-over-year decline of 12% [4] Stock Performance - Over the past month, Angi's shares have returned -17.8%, contrasting with the Zacks S&P 500 composite's increase of +2.1% [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 - Lucky Strike Entertainment (LUCK) reported a revenue of $292.28 million for the quarter ended September 2025, reflecting a year-over-year increase of 12.3% [1] - The earnings per share (EPS) was -$0.12, a decline from $0.13 in the same quarter last year, but exceeded the consensus EPS estimate of -$0.15 by 20% [1] - The revenue surpassed the Zacks Consensus Estimate of $282.57 million by 3.44% [1] Revenue Breakdown - Food & Beverage segment generated revenues of $96.13 million, exceeding the average estimate of $93.74 million from three analysts [4] - Amusement & Other segment reported revenues of $70.88 million, significantly higher than the average estimate of $55.43 million from three analysts [4] - Bowling segment revenues were $125.27 million, slightly below the average estimate of $130.75 million from three analysts [4] Stock Performance - Over the past month, shares of Lucky Strike Entertainment have declined by 20.5%, contrasting with a 2.1% increase 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 - National CineMedia (NCMI) reported $63.4 million in revenue for Q3 2025, a year-over-year increase of 1.6% [1] - The earnings per share (EPS) for the same period was $0, compared to -$0.04 a year ago, resulting in a 100% surprise against the consensus EPS estimate of -$0.03 [1] - The reported revenue was a slight miss, with a surprise of -1.14% compared to the Zacks Consensus Estimate of $64.13 million [1] Revenue Breakdown - Local and regional advertising revenue was $9.6 million, significantly below the estimated $11.85 million, reflecting a year-over-year decline of 15.8% [4] - National advertising revenue reached $49.9 million, exceeding the average estimate of $47.9 million, with a year-over-year increase of 6.6% [4] - ESA advertising revenue from beverage concessionaire agreements was reported at $3.9 million, below the $4.4 million average estimate, marking a year-over-year decrease of 7.1% [4] Stock Performance - Shares of National CineMedia have declined by 7.2% over the past month, contrasting with a 3.6% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - DTE Energy reported a significant decline in revenue for the quarter ended September 2025, with a revenue of -$999 million, down 134.4% year-over-year, while EPS increased slightly to $2.25 from $2.22 [1] - The reported revenue fell short of the Zacks Consensus Estimate of $3.02 billion, but the company exceeded EPS expectations with a surprise of +7.14% [1] Financial Performance Metrics - DTE Electric Deliveries totaled 11,484, slightly below the average estimate of 11,574 [4] - Total DTE Electric Sales were reported at 14,267 MWh, compared to the estimated 14,763.20 MWh [4] - Total Gas Operating Revenue was $209 million, significantly lower than the estimated $287 million, reflecting a year-over-year decline of -9.1% [4] - Operating Revenues from Non-Utility Operations in Energy Trading reached $1.18 billion, surpassing the estimate of $870.83 million, marking a year-over-year increase of +40.4% [4] - Operating Revenues from Utility Operations in Gas were $209 million, below the estimated $304.38 million, also showing a -9.1% year-over-year change [4] - Total Electric Operating Revenues were reported at $2.05 billion, exceeding the estimate of $1.74 billion, with a year-over-year increase of +20.9% [4] - Operating Revenues from Non-Utility Operations in Electric were $14 million, significantly higher than the estimated $2.47 million, reflecting a +600% change year-over-year [4] - Overall, Non-Utility Operations reported revenues of $1.3 billion, exceeding the estimate of $1.05 billion, with a year-over-year increase of +30% [4] Stock Performance - DTE Energy's shares returned -0.9% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% 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 Insights - Patrick Industries reported revenue of $975.63 million for Q3 2025, a year-over-year increase of 6.1% [1] - The EPS for the same period was $1.01, down from $1.20 a year ago, with a surprise of +6.32% compared to the consensus estimate of $0.95 [1] - The revenue exceeded the Zacks Consensus Estimate of $906.13 million by +7.67% [1] Revenue Performance by Market Type - Recreational Vehicle segment generated $426 million, surpassing the average estimate of $369 million, reflecting a year-over-year increase of +7.4% [4] - Housing segment reported $302 million, slightly below the average estimate of $308.5 million [4] - Powersports segment achieved $98 million, exceeding the average estimate of $92.5 million, with a year-over-year change of +12.1% [4] - Marine segment recorded $150 million, above the average estimate of $136.5 million, representing a +10.3% change year-over-year [4] Stock Performance - Shares of Patrick Industries have returned -3.9% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% 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]