Core Insights - StepStone Group Inc. reported a revenue of $282.34 million for the quarter ended September 2025, reflecting a year-over-year increase of 35.2% and surpassing the Zacks Consensus Estimate by 5.44% [1] - The earnings per share (EPS) for the quarter was $0.54, an increase from $0.45 in the same quarter last year, exceeding the consensus EPS estimate of $0.49 by 10.2% [1] Financial Performance Metrics - Fee-Earning AUM (FEAUM) for Focused Commingled Funds reached $54,584 billion, significantly higher than the average estimate of $17,651.97 billion [4] - Total Fee-Earning AUM (FEAUM) was reported at $132,791 billion, compared to the average estimate of $43,654.68 billion [4] - FEAUM for Separately Managed Accounts (SMAs) was $78,207 billion, exceeding the average estimate of $26,002.71 billion [4] - Assets Under Advisement (AUA) totaled $561.56 billion, surpassing the average estimate of $528.57 billion [4] - Assets Under Management (AUM) stood at $209.15 billion, slightly above the average estimate of $208.32 billion [4] Revenue Breakdown - Total revenues from management and advisory fees, net, were $215.49 million, slightly below the average estimate of $217.05 million [4] - Total performance fees amounted to $238.74 million, significantly higher than the average estimate of $79.7 million [4] - Performance fees from carried interest allocations (unrealized) reached $147.81 million, compared to the average estimate of $26.14 million [4] - Total revenues from carried interest allocations were $206.69 million, exceeding the average estimate of $75.29 million [4] - Realized performance fees from carried interest allocations were reported at $58.88 billion, above the average estimate of $49.15 million [4] Stock Performance - Over the past month, StepStone Group's shares have returned -0.5%, while the Zacks S&P 500 composite has increased by 1.3% [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 - 10x Genomics reported a revenue of $149 million for the quarter ended September 2025, reflecting a decrease of 1.8% year-over-year, while EPS improved to -$0.22 from -$0.30 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $142.39 million by 4.64%, and the EPS also surpassed the consensus estimate of -$0.27 by 18.52% [1] Revenue Breakdown - Services revenue was reported at $8.13 million, exceeding the average estimate of $7.86 million by analysts, marking a year-over-year increase of 27.1% [4] - Instruments revenue was $12 million, below the average estimate of $14.06 million, representing a significant decline of 37% year-over-year [4] - Chromium Instruments revenue was $4.93 million, slightly below the estimate of $5.36 million [4] - Consumables revenue from Chromium was reported at $92.52 million, surpassing the average estimate of $85.29 million [4] - Spatial Consumables revenue was $35.37 million, slightly above the average estimate of $35.06 million [4] - Total Consumables revenue reached $127.89 million, exceeding the average estimate of $120.35 million, with a year-over-year change of 1.3% [4] - Spatial Instruments revenue was reported at $7.07 million, below the average estimate of $8.71 million [4] Stock Performance - Over the past month, shares of 10x Genomics have returned +11.8%, significantly outperforming the Zacks S&P 500 composite, which saw a change of +1.3% [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - Wynn Resorts reported revenue of $1.83 billion for the quarter ended September 2025, reflecting an 8.3% increase year-over-year and a surprise of +3.88% over the Zacks Consensus Estimate of $1.77 billion [1] - The company's EPS was $0.86, down from $0.90 in the same quarter last year, resulting in an EPS surprise of -21.1% compared to the consensus estimate of $1.09 [1] Financial Performance Metrics - Table Games Win in Las Vegas Operations was $150.07 million, exceeding the average estimate of $141.79 million [4] - Slot Machine Win in Las Vegas Operations reached $123.5 million, surpassing the average estimate of $121.02 million [4] - Table Drop in Las Vegas Operations was $652.29 million, compared to the estimated $586.05 million [4] - REVPAR for Las Vegas Operations was $433.00, slightly above the two-analyst average estimate of $422.12 [4] - Operating revenues for Encore Boston Harbor were $211.75 million, below the estimated $217.42 million, representing a -1.1% change year-over-year [4] - Operating revenues for Las Vegas Operations were $621.01 million, exceeding the estimated $598.6 million, with a +2.3% change year-over-year [4] - Operating revenues for Wynn Palace were $635.47 million, significantly above the estimated $581.65 million, reflecting a +22.3% change year-over-year [4] - Operating revenues for Wynn Macau were $365.51 million, slightly above the estimated $361.2 million, with a +3.9% change year-over-year [4] - Operating revenues for Las Vegas Operations in Entertainment, retail, and other segments were $80.18 million, below the estimated $84.23 million, representing a -3.5% change year-over-year [4] - Operating revenues for Las Vegas Operations in Casino were $161.58 million, exceeding the estimated $153.51 million, with an +11.3% change year-over-year [4] - Operating revenues for Las Vegas Operations in Rooms were $186.71 million, slightly above the estimated $181.21 million, with a -0.2% change year-over-year [4] - Operating revenues for Encore Boston Harbor in Casino were $156.21 million, below the estimated $164.19 million, reflecting a -1.6% change year-over-year [4] Stock Performance - Wynn's shares have returned +3% over the past month, outperforming the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - Consolidated Edison (ED) reported a revenue of $4.53 billion for the quarter ended September 2025, marking a year-over-year increase of 10.7% and exceeding the Zacks Consensus Estimate of $4.16 billion by 8.82% [1] - The company's EPS for the same period was $1.90, up from $1.68 a year ago, representing a surprise of 7.95% compared to the consensus estimate of $1.76 [1] Revenue Performance - Operating revenues for O&R were $349 million, surpassing the average estimate of $332.21 million, reflecting a year-over-year change of +6.1% [4] - CECONY's operating revenues reached $4.18 billion, exceeding the three-analyst average estimate of $3.85 billion, with a year-over-year increase of +11.1% [4] - Steam operating revenues were reported at $56 million, compared to the average estimate of $54.1 million, showing a +14.3% year-over-year change [4] - Con Edison Transmission reported operating revenues of $1 million, slightly below the average estimate of $1.02 million [4] - CECONY's Gas operating revenues were $392 million, exceeding the average estimate of $346.7 million, with a year-over-year increase of +16.3% [4] - O&R's Electric operating revenues were $308 million, surpassing the two-analyst average estimate of $288.21 million, reflecting a +5.1% year-over-year change [4] - Gas operating revenues totaled $433 million, exceeding the average estimate of $388.81 million, representing a +16.1% change compared to the previous year [4] - Electric operating revenues were reported at $4.04 billion, compared to the average estimate of $3.7 billion, indicating a +10.1% year-over-year increase [4] - CECONY's Electric operating revenues reached $3.73 billion, surpassing the average estimate of $3.42 billion, with a +10.6% year-over-year change [4] - Operating Income for CECONY was $914 million, slightly above the three-analyst average estimate of $901.84 million [4] Stock Performance - Shares of Con Ed have returned -4.7% over the past month, while the Zacks S&P 500 composite has changed by +1.3% [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 - Pacific Biosciences of California (PACB) reported a revenue of $38.44 million for the quarter ended September 2025, reflecting a year-over-year decline of 3.8% [1] - The earnings per share (EPS) for the same period was -$0.12, an improvement from -$0.17 a year ago, indicating a positive trend in earnings despite the revenue decline [1] - The reported revenue was 3.51% lower than the Zacks Consensus Estimate of $39.84 million, while the EPS exceeded the consensus estimate of -$0.16 by 25% [1] Revenue Breakdown - Revenue from Product - Instrument was $11.3 million, significantly below the average estimate of $13.35 million, marking a year-over-year decline of 32.7% [4] - Revenue from Product was $32.6 million, slightly below the average estimate of $33.97 million, representing a year-over-year decline of 7.7% [4] - Revenue from Service and other was $5.84 million, slightly below the estimated $5.92 million, but showed a year-over-year increase of 25.1% [4] - Revenue from Product - Consumable was $21.3 million, exceeding the estimated $20.62 million, with a year-over-year increase of 15.1% [4] Stock Performance - Shares of Pacific Biosciences have increased by 42.9% over the past month, outperforming the Zacks S&P 500 composite, which saw a change of only 1% [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 - APA reported a revenue of $2.02 billion for the quarter ended September 2025, reflecting a 20.6% decrease year-over-year and a surprise of -1.28% compared to the Zacks Consensus Estimate of $2.04 billion [1] - The earnings per share (EPS) was $0.93, down from $1.00 in the same quarter last year, but exceeded the consensus EPS estimate of $0.74 by +25.68% [1] Financial Performance Metrics - Total production volume per day was 463.82 KBOE/D, surpassing the seven-analyst average estimate of 447.37 KBOE/D [4] - Average price for natural gas was $2.25, slightly below the estimated $2.32 [4] - Natural gas production volume per day was 932.22 million cubic feet, exceeding the six-analyst average estimate of 859.3 million cubic feet [4] - Average price per barrel for NGL was $20.65, compared to the estimated $20.84 [4] - NGL production volume per day was 74.21 thousand barrels, below the five-analyst average estimate of 77.11 thousand barrels [4] - Oil production volume per day was 234.24 thousand barrels, above the average estimate of 228.17 thousand barrels [4] - Average price per barrel of oil was $67.43, exceeding the five-analyst average estimate of $65.17 [4] Revenue Breakdown - Natural gas revenues were reported at $192 million, slightly above the average estimate of $189.59 million, representing an 86.4% year-over-year increase [4] - Total revenues from oil, natural gas, and natural gas liquids were $1.8 billion, compared to the four-analyst average estimate of $1.66 billion, reflecting a year-over-year decrease of 12.3% [4] - Natural gas liquids revenues were $142 million, below the estimated $147.5 million, marking a -10.1% change year-over-year [4] - Purchased oil and gas sales were $311 million, below the three-analyst average estimate of $378.79 million, representing a year-over-year decline of 34.3% [4] - Oil revenues were $1.47 billion, exceeding the three-analyst average estimate of $1.34 billion, but showing an 18.2% decrease year-over-year [4] Stock Performance - APA shares have returned -11.9% over the past month, contrasting with the Zacks S&P 500 composite's +1% 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 - Humana reported $32.65 billion in revenue for Q3 2025, an 11.4% year-over-year increase, with an EPS of $3.24 compared to $4.16 a year ago, indicating a decline in earnings per share [1] - The revenue exceeded the Zacks Consensus Estimate of $31.98 billion by 2.09%, and the EPS surpassed the consensus estimate of $2.91 by 11.34% [1] Financial Performance Metrics - Benefits Expense Ratio was reported at 91.1%, slightly above the average estimate of 90.9% [4] - Medical Membership in Medicare stand-alone PDP was 2.45 million, slightly below the estimated 2.46 million [4] - Medical Membership for State-based contracts and others was 1.66 million, slightly above the estimate of 1.65 million [4] - Group Medicare Advantage Medical Membership reached 569.8 thousand, exceeding the estimate of 558.84 thousand [4] - Investment income was reported at $338 million, surpassing the estimate of $271.05 million, but reflecting a -1.5% change year-over-year [4] - Premium revenues were $30.71 billion, above the estimate of $30.35 billion, showing a +9.9% change year-over-year [4] - Service revenues were $1.6 billion, exceeding the average estimate of $1.39 billion, representing a +45.1% year-over-year change [4] - Military services and other insurance segment revenues were $267 million, above the estimate of $222.94 million, with a +24.8% year-over-year change [4] - CenterWell segment revenue was $5.88 billion, exceeding the estimate of $5.49 billion, reflecting a +16.6% year-over-year change [4] - Total services revenue for CenterWell segment was $1.33 billion, surpassing the estimate of $1.17 billion, indicating a +52% year-over-year change [4] - Pharmacy solutions revenue within CenterWell segment was $352 million, slightly above the estimate of $349.81 million [4] Stock Performance - Humana's shares have returned -4.5% over the past month, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Core Insights - Rayonier Advanced Materials reported a revenue of $353 million for the quarter ended September 2025, reflecting a 12% decrease compared to the same period last year [1] - The company's EPS was -$0.07, an improvement from -$0.12 in the year-ago quarter, but did not meet the Zacks Consensus Estimate of -$0.07 [1][3] - The revenue fell short of the Zacks Consensus Estimate of $376.4 million by 6.22% [1] Revenue Performance - High-Yield Pulp revenue was $24 million, exceeding the average estimate of $21.15 million from two analysts [4] - Eliminations revenue was reported at -$7 million, slightly better than the estimated -$8 million [4] - Paperboard revenue was $39 million, below the average estimate of $48.45 million [4] EBITDA Analysis - EBITDA from operations for Paperboard was $1 million, significantly lower than the estimated $7.25 million [4] - Corporate EBITDA from operations was -$14 million, matching the average estimate [4] - High-Yield Pulp EBITDA from operations was -$9 million, worse than the estimated -$3.3 million [4] Stock Performance - Rayonier Advanced Materials shares have returned -13.1% over the past month, contrasting with the Zacks S&P 500 composite's +2.1% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance against the broader market in the near term [3]

Core Insights - Mercury Systems (MRCY) reported revenue of $225.21 million for the quarter ended September 2025, marking a year-over-year increase of 10.2% and an EPS of $0.26 compared to $0.04 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $207.02 million, resulting in a surprise of +8.78%, while the EPS surprise was +225% against a consensus estimate of $0.08 [1] Financial Performance Metrics - Net Revenue from Sensor & Effector - Radar was $30.19 million, which is -10.6% year-over-year and below the estimated $36.94 million [4] - Net Revenue from Sensor & Effector - Electronic Warfare was $21 million, representing a -20.3% change compared to the year-ago quarter and below the estimated $25.52 million [4] - Net Revenue from Other was $32.79 million, slightly below the average estimate of $33.95 million, with a year-over-year change of +0.3% [4] - Total Net Revenue from Sensor & Effector was $80.95 million, down -6.4% year-over-year and below the estimated $85.52 million [4] - Net Revenue from C4I was $111.47 million, significantly above the average estimate of $86.12 million, reflecting a +30.7% year-over-year change [4] - Net Revenue from Sensor & Effector - Other Sensor & Effector was $29.77 million, exceeding the estimated $23.07 million, with a +12.9% change compared to the year-ago quarter [4] Stock Performance - Shares of Mercury Systems have returned -7.4% over the past month, contrasting with the Zacks S&P 500 composite's +2.1% 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 - AptarGroup reported revenue of $961.13 million for the quarter ended September 2025, marking a year-over-year increase of 5.7% and exceeding the Zacks Consensus Estimate by 0.91% [1] - The company's EPS for the same period was $1.62, up from $1.49 a year ago, with a surprise of 3.18% over the consensus estimate of $1.57 [1] Revenue Performance - Aptar Beauty generated net sales of $327.77 million, surpassing the average estimate of $309.91 million, reflecting an 8.2% year-over-year increase [4] - Aptar Closures reported net sales of $187.95 million, slightly below the average estimate of $190.73 million, with a year-over-year change of 1.1% [4] - Aptar Pharma achieved net sales of $445.41 million, closely aligning with the average estimate of $445.73 million, and showing a year-over-year increase of 5.9% [4] EBITDA Analysis - Adjusted EBITDA for Aptar Pharma was $165.77 million, exceeding the average estimate of $157.17 million [4] - Adjusted EBITDA for Aptar Closures was $30.34 million, below the average estimate of $32.49 million [4] - Corporate & Other reported an adjusted EBITDA of -$13.26 million, better than the average estimate of -$19.22 million [4] - Adjusted EBITDA for Aptar Beauty was $39.75 million, falling short of the average estimate of $42.62 million [4] Stock Performance - Shares of AptarGroup have returned -7.3% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]