Core Insights - Raymond James Financial, Inc. reported $3.4 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 5.3% [1] - The earnings per share (EPS) for the same period was $2.18, down from $2.39 a year ago, indicating an EPS surprise of -8.02% compared to the consensus estimate of $2.37 [1] Financial Performance Metrics - The Tier 1 Leverage Ratio was reported at 13.1%, matching the average estimate from three analysts [4] - Private Client Group assets in Fee-based Accounts reached $943.9 million, exceeding the average estimate of $903.47 million from three analysts [4] - The Net Interest Margin was 2.7%, slightly below the average estimate of 2.8% based on two analysts [4] - The Total Capital Ratio stood at 24.3%, lower than the average estimate of 25% from two analysts [4] Revenue Breakdown - Total brokerage revenues were $559 million, compared to the estimated $567.97 million, reflecting a year-over-year increase of 5.1% [4] - Asset management and related administrative fees generated $1.73 billion, surpassing the average estimate of $1.69 billion, with a year-over-year change of +7.6% [4] - Interest income was reported at $990 million, slightly above the estimated $980.41 million, but down 6.3% year-over-year [4] - Other revenues totaled $46 million, exceeding the estimate of $42.14 million, but down 9.8% from the previous year [4] - Account and service fees were $302 million, below the average estimate of $317.75 million, representing a year-over-year decline of 7.9% [4] - Investment banking revenues were $212 million, in line with the average estimate, showing a year-over-year increase of 15.9% [4] - Total Brokerage Revenues from the Private Client Group were $420 million, slightly below the estimate of $421.36 million, with a year-over-year increase of 2.7% [4] - Principal transactions generated $128 million, below the average estimate of $138.96 million, but reflecting a year-over-year increase of 10.3% [4] Stock Performance - Shares of Raymond James Financial have returned +6.5% over the past month, outperforming the Zacks S&P 500 composite's +5.9% 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 - Cintas reported revenue of $2.67 billion for the quarter ended May 2025, reflecting an 8% increase year-over-year and a surprise of +1.57% over the Zacks Consensus Estimate of $2.63 billion [1] - Earnings per share (EPS) for the quarter was $1.09, up from $1.00 in the same quarter last year, with an EPS surprise of +1.87% compared to the consensus estimate of $1.07 [1] Revenue Breakdown - Revenue from Uniform Rental and Facility Services was $2.03 billion, slightly above the average estimate of $2.02 billion, representing a +6.3% year-over-year change [4] - Revenue from Other services reached $636.97 million, exceeding the estimated $602.77 million, marking a +13.8% increase compared to the previous year [4] - Revenue from All Other services was $312.58 million, surpassing the average estimate of $296.5 million, with a +10.8% year-over-year change [4] - Revenue from First Aid and Safety Services was $324.4 million, above the estimated $307.63 million, reflecting a +16.8% increase year-over-year [4] Operating Income Insights - Operating income for Uniform Rental and Facility Services was $465.11 million, slightly below the estimated $472.32 million [4] - Operating income for First Aid and Safety Services was $76.68 million, exceeding the average estimate of $71.85 million [4] - Operating income for All Other services was $55.66 million, above the estimated $52.88 million [4] Stock Performance - Cintas shares have returned -2.9% over the past month, contrasting with the Zacks S&P 500 composite's +4.2% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Financial Performance - Privia Health reported revenue of $480.1 million for the quarter ended March 2025, marking a year-over-year increase of 15.6% [1] - The reported revenue exceeded the Zacks Consensus Estimate of $455.65 million by 5.37% [1] - Earnings per share (EPS) for the quarter was $0.03, compared to $0.02 a year ago, but fell short of the consensus EPS estimate of $0.06, resulting in a surprise of -50.00% [1] Key Metrics - Practice Collections reached $798.60 million, surpassing the average estimate of $780.88 million from six analysts [4] - Care Margin was reported at $105.30 million, slightly below the average estimate of $106.25 million based on five analysts [4] - Platform Contribution amounted to $51.70 million, exceeding the five-analyst average estimate of $50.60 million [4] - The number of Implemented Providers at the end of the period was 4,871, slightly above the average estimate of 4,867 from two analysts [4] - Value-Based Care Attributed Lives stood at 1.27 million, just below the average estimate of 1.28 million from two analysts [4] Stock Performance - Shares of Privia Health have returned +1.2% over the past month, in contrast to the Zacks S&P 500 composite's +11.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - FS KKR Capital reported revenue of $400 million for the quarter ended March 2025, a decrease of 7.8% year-over-year, with EPS at $0.65 compared to $0.73 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $396.62 million by 0.85%, while the EPS also surpassed the consensus estimate of $0.64 by 1.56% [1] Financial Performance Metrics - Investment income from interest was reported at $240 million, below the average estimate of $262.37 million [4] - Dividend and other income amounted to $81 million, exceeding the estimated $74.59 million [4] - Fee income reached $17 million, surpassing the average estimate of $10.68 million [4] - Paid-in-kind interest income was reported at $62 million, slightly below the estimate of $65.13 million, but showed a significant year-over-year increase of 77.1% [4] Stock Performance - Over the past month, FS KKR Capital's shares returned +9%, compared to a +10.6% 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 in the near term [3]

Core Insights - Upstart Holdings, Inc. reported a revenue of $213.37 million for the quarter ended March 2025, marking a year-over-year increase of 67% and exceeding the Zacks Consensus Estimate of $200.74 million by 6.29% [1] - The company achieved an EPS of $0.30, a significant improvement from -$0.31 a year ago, with an EPS surprise of 57.89% compared to the consensus estimate of $0.19 [1] Financial Performance Metrics - Upstart's transaction volume reached $2.13 million, surpassing the average estimate of $1.90 million by two analysts [4] - Revenue from fees, net, was reported at $185.48 million, slightly above the average estimate of $185.42 million based on five analysts, reflecting a year-over-year increase of 34.3% [4] - Total interest income, interest expense, and fair value adjustments, net, amounted to $27.90 million, significantly lower than the estimated $15.28 million, indicating a drastic year-over-year change of -371.5% [4] - Revenue from platform and referral fees, net, was $150.98 million, exceeding the estimate of $148.10 million and showing a year-over-year increase of 45.4% [4] - Revenue from servicing and other fees, net, was reported at $34.50 million, below the average estimate of $37.57 million, with a year-over-year change of 0.9% [4] Stock Performance - Over the past month, Upstart shares have returned 37.6%, outperforming the Zacks S&P 500 composite's return of 11.5% [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 - Service Properties (SVC) reported revenue of $435.18 million for Q1 2025, a slight year-over-year decline of 0.3% [1] - The company's EPS for the same period was $0.07, a significant improvement from -$0.48 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $428.9 million, resulting in a surprise of +1.46% [1] - The EPS also surpassed the consensus estimate of $0.05, delivering a surprise of +40.00% [1] Revenue Breakdown - Hotel operating revenues were reported at $334.96 million, slightly above the estimated $329.65 million, reflecting a year-over-year decline of 0.4% [4] - Rental income reached $100.22 million, exceeding the average estimate of $99.29 million, with a year-over-year increase of 0.2% [4] Stock Performance - Over the past month, shares of Service Properties have returned +6.6%, compared to the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Group 1 - The AZEK Company reported revenue of $452.23 million for the quarter ended March 2025, reflecting an 8.1% increase year-over-year [1] - Earnings per share (EPS) for the quarter was $0.45, up from $0.39 in the same quarter last year, with a surprise of +2.27% compared to the consensus estimate of $0.44 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $443.6 million, resulting in a surprise of +1.95% [1] Group 2 - Net Sales in the Commercial segment were $15.19 million, slightly above the three-analyst average estimate of $15.07 million, but represented a year-over-year decline of -4.3% [4] - Net Sales in the Residential segment reached $437.04 million, surpassing the three-analyst average estimate of $431.37 million, with a year-over-year increase of +8.6% [4] - Adjusted EBITDA for the Commercial segment was $1.90 million, exceeding the average estimate of $1.78 million, while the Residential segment's Adjusted EBITDA was $122.47 million, also above the estimated $119.21 million [4] Group 3 - The AZEK Company's stock has returned +11.3% over the past month, compared to the Zacks S&P 500 composite's +11.5% change [3] - The company currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Jacobs Solutions reported revenue of $2.91 billion for the quarter ended March 2025, a decrease of 31.8% year-over-year [1] - The earnings per share (EPS) for the quarter was $1.43, down from $1.91 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $3.02 billion by 3.57%, while the EPS exceeded the consensus estimate of $1.41 by 1.42% [1] Financial Performance Metrics - Adjusted Net Revenues for Infrastructure & Advanced Facilities were $1.83 billion, slightly below the average estimate of $1.87 billion from two analysts [4] - Revenues from PA Consulting were reported at $307.66 million, surpassing the estimated $304.37 million, reflecting a year-over-year increase of 4.7% [4] - Segment Operating Profit for Infrastructure & Advanced Facilities was $203.27 million, exceeding the average estimate of $190.56 million [4] - Segment Operating Profit for PA Consulting was $67.35 million, also above the average estimate of $65.06 million [4] Stock Performance - Shares of Jacobs Solutions have returned +14% over the past month, outperforming the Zacks S&P 500 composite's +11.5% 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 - Premier, Inc. reported a revenue of $261.38 million for the quarter ended March 2025, reflecting a year-over-year decline of 23.7% and an EPS of $0.44 compared to $0.55 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $238.88 million by 9.42%, while the EPS surprised by 41.94% against the consensus estimate of $0.31 [1] Financial Performance Metrics - Net Revenue from Supply Chain Services - Software licenses, other services, and support was $18.67 million, surpassing the average estimate of $17.41 million [4] - Net Revenue from Performance Services was $100.48 million, compared to the estimated $89.14 million, representing a year-over-year decline of 12.6% [4] - Total Net Revenue from Supply Chain Services was $160.91 million, exceeding the average estimate of $149.73 million, but showing a year-over-year decline of 29.3% [4] - Net Revenue from Supply Chain Services - Net administrative fees was $142.23 million, compared to the average estimate of $132.32 million, reflecting a year-over-year change of -9.3% [4] - Adjusted EBITDA for Supply Chain Services was $85.67 million, exceeding the estimate of $76.65 million [4] - Adjusted EBITDA for Performance Services was $19.45 million, compared to the estimated $14.26 million [4] - Adjusted EBITDA for Corporate was -$33.37 million, compared to the average estimate of -$30.96 million [4] Stock Performance - Shares of Premier have returned +7.1% over the past month, while the Zacks S&P 500 composite has changed by +11.5% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]

EverQuote (EVER) reported $166.63 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 83%. EPS of $0.38 for the same period compares to $0.05 a year ago.The reported revenue represents a surprise of +5.41% over the Zacks Consensus Estimate of $158.08 million. With the consensus EPS estimate being $0.32, the EPS surprise was +18.75%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...