Core Insights - Carlisle (CSL) reported $1.35 billion in revenue for the quarter ended September 2025, reflecting a year-over-year increase of 1% and surpassing the Zacks Consensus Estimate by 1.01% [1] - The earnings per share (EPS) for the same period was $5.61, down from $5.78 a year ago, but exceeded the consensus EPS estimate of $5.47 by 2.56% [1] Revenue Performance - Carlisle Weatherproofing Technologies (CWT) generated $346.1 million in revenue, exceeding the average estimate of $340.35 million by four analysts, representing a year-over-year increase of 3.2% [4] - Carlisle Construction Materials (CCM) reported $1 billion in revenue, slightly above the average estimate of $992.89 million, with a year-over-year change of 0.3% [4] Adjusted EBIT Analysis - Adjusted EBIT for Carlisle Construction Materials (CCM) was $280 million, below the three-analyst average estimate of $285.65 million [4] - Adjusted EBIT for Corporate and unallocated was reported at -$15 million, better than the average estimate of -$28.54 million [4] - Adjusted EBIT for Carlisle Weatherproofing Technologies (CWT) was $33.9 million, falling short of the three-analyst average estimate of $40.7 million [4] Stock Performance - Shares of Carlisle have returned +3.5% over the past month, compared to a +3.8% change 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 - Element Solutions (ESI) reported revenue of $656.1 million for Q3 2025, marking a year-over-year increase of 1.7% and exceeding the Zacks Consensus Estimate by 1.51% [1] - The earnings per share (EPS) for the quarter was $0.41, up from $0.39 a year ago, representing a surprise of 5.13% over the consensus estimate [1] Financial Performance Metrics - Net Sales in the Industrial & Specialty segment were $190.9 million, slightly above the average estimate of $189.5 million, but reflecting a year-over-year decline of 15.5% [4] - Net Sales in the Electronics segment reached $465.2 million, surpassing the average estimate of $456.85 million, with a year-over-year increase of 11% [4] - Adjusted EBITDA for the Industrial & Specialty segment was $45.4 million, exceeding the estimated $40.45 million [4] - Adjusted EBITDA for the Electronics segment was $101.5 million, slightly below the estimated $103.15 million [4] Stock Performance - Over the past month, shares of Element Solutions have returned +6%, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Arch Capital Group (ACGL) reported a revenue of $4.72 billion for the quarter ended September 2025, reflecting a year-over-year increase of 7.7% [1] - The earnings per share (EPS) for the quarter was $2.77, up from $1.99 in the same quarter last year, resulting in an EPS surprise of +26.48% compared to the consensus estimate of $2.19 [1] Financial Performance Metrics - The company’s expense ratios showed slight increases, with the Other Operating Expense Ratio at 10% compared to the average estimate of 9.8%, and the Total Acquisition Expense Ratio at 18.4% versus an estimate of 18.1% [4] - The underwriting expense ratio totaled 28.4%, exceeding the average estimate of 27.9% [4] - The loss ratio for the insurance segment was reported at 59%, slightly better than the average estimate of 60.6% [4] Revenue Breakdown - Net premiums earned in the Mortgage Segment were $301 million, slightly above the average estimate of $295.81 million, but showing a year-over-year decline of 3.8% [4] - Other underwriting income reported a significant increase to $50 million, compared to the average estimate of $34.56 million, marking a year-over-year change of +900% [4] - Net investment income was $408 million, slightly below the estimated $413.08 million, but reflecting a year-over-year increase of 2.3% [4] - Net premiums earned in the Reinsurance Segment were $2.02 billion, below the average estimate of $2.08 billion, with a year-over-year increase of 6.5% [4] - Net premiums earned in the Insurance Segment were $1.97 billion, also below the average estimate of $2.02 billion, but showing a year-over-year increase of 11.6% [4] - Total net premiums earned were reported at $4.29 billion, slightly below the average estimate of $4.4 billion, with a year-over-year increase of 7.9% [4] - Equity in net income of investment funds was $134 million, below the average estimate of $148.74 million, representing a year-over-year decline of 21.6% [4] - Other income reported was $22 million, significantly above the average estimate of $8.33 million, with a year-over-year increase of 175% [4] Stock Performance - Over the past month, Arch Capital's shares have returned -4.1%, contrasting with the Zacks S&P 500 composite's increase of +2.5% [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 - Mercury Systems (MRCY) reported revenue of $273.11 million for the quarter ended June 2025, marking a year-over-year increase of 9.9% and exceeding the Zacks Consensus Estimate of $241.71 million by 12.99% [1] - The company achieved an EPS of $0.47, significantly higher than the $0.23 reported a year ago, resulting in an EPS surprise of 123.81% compared to the consensus estimate of $0.21 [1] Revenue Performance by Segment - Net Revenue from Sensor & Effector - Radar was $52.96 million, surpassing the two-analyst average estimate of $46.2 million, with a year-over-year change of +26.4% [4] - Net Revenue from Sensor & Effector - Electronic Warfare was $25.23 million, below the estimated $37.91 million, reflecting a year-over-year decline of -33.9% [4] - Net Revenue from Other was $38.98 million, exceeding the average estimate of $23.6 million, with a year-over-year increase of +15.8% [4] - Total Net Revenue from Sensor & Effector was $106.48 million, lower than the $117.24 million average estimate, representing a year-over-year decrease of -9.5% [4] - Net Revenue from C4I reached $127.64 million, exceeding the average estimate of $100.6 million, with a year-over-year increase of +31.2% [4] - Net Revenue from Sensor & Effector - Other Sensor & Effector was $28.3 million, below the estimated $33.14 million, showing a year-over-year decline of -24.7% [4] Stock Performance - Shares of Mercury Systems have returned +3.7% over the past month, outperforming the Zacks S&P 500 composite's +2.7% change [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 - Victory Capital Holdings reported a revenue of $351.21 million for the quarter ended June 2025, marking a 59.9% increase year-over-year, with an EPS of $1.57 compared to $1.31 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $335.82 million by 4.58%, and the EPS surpassed the consensus estimate of $1.45 by 8.28% [1] Financial Performance - The company’s shares have returned +7% over the past month, outperforming the Zacks S&P 500 composite, which saw a +1.2% change [3] - Victory Capital currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Assets Under Management (AUM) - Total ending Assets Under Management (AUM) stood at $298.56 billion, slightly below the average estimate of $298.57 billion [4] - AUM in U.S. Large Cap Equity was $61.84 billion, exceeding the average estimate of $50.78 billion, while U.S. Mid Cap Equity AUM was $31.64 billion, below the average estimate of $37.49 billion [4] - AUM in U.S. Small Cap Equity was $13.14 billion, significantly lower than the estimated $18.35 billion [4] Revenue Breakdown - Investment management fees generated revenue of $282.31 million, surpassing the average estimate of $262.94 million, reflecting a year-over-year increase of 63% [4] - Fund administration and distribution fees amounted to $68.91 million, which was below the estimated $72.87 million but still represented a 48.3% increase compared to the previous year [4] Client Cash Flows - Total net client cash flows were reported at $-804 million, worse than the average estimate of $-594.7 million [4] - Specifically, net client cash flows in U.S. Mid Cap Equity were $-748 million, compared to the average estimate of $-211.03 million [4]

Core Insights - Maplebear (CART) reported revenue of $914 million for the quarter ended June 2025, reflecting an 11.1% increase year-over-year and a surprise of +2.11% over the Zacks Consensus Estimate of $895.1 million [1] - The company's EPS for the quarter was $0.41, compared to $0.20 in the same quarter last year, resulting in an EPS surprise of +5.13% against the consensus estimate of $0.39 [1] Financial Performance Metrics - Gross Transaction Value (GTV) reached $9.08 billion, exceeding the average estimate of $8.94 billion from nine analysts [4] - Total orders amounted to 82.7 million, surpassing the seven-analyst average estimate of 80.63 million [4] - Revenue from advertising and other sources was reported at $255 million, slightly below the average estimate of $255.27 million from nine analysts [4] - Revenue from transactions was $659 million, exceeding the nine-analyst average estimate of $640.78 million [4] Stock Performance - Over the past month, Maplebear's shares have returned -0.6%, while the Zacks S&P 500 composite has increased by +1.2% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Amplitude, Inc. reported revenue of $83.27 million for the quarter ended June 2025, reflecting a year-over-year increase of 13.6% and a surprise of +2.58% over the Zacks Consensus Estimate of $81.17 million [1] - The company's EPS was $0.01, compared to $0 in the same quarter last year, indicating no EPS surprise against the consensus estimate of $0 [1] Financial Performance Metrics - Dollar-based Net Retention Rate was 104%, exceeding the average estimate of 100.4% from three analysts [4] - The number of Paying Customers stood at 4,300, slightly below the average estimate of 4,379 from three analysts [4] - Annual Recurring Revenue (ARR) reached $335 million, surpassing the two-analyst average estimate of $326.08 million [4] - Remaining Performance Obligations (RPO) for less than or equal to 12 months were reported at $248,520, exceeding the two-analyst average estimate of $239,427.50 [4] Stock Performance - Over the past month, Amplitude's shares have returned -8.1%, contrasting with the Zacks S&P 500 composite's +1.2% 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 - Crexendo (CXDO) reported revenue of $16.55 million for the quarter ended June 2025, marking a year-over-year increase of 12.7% and exceeding the Zacks Consensus Estimate by 2.2% [1] - The earnings per share (EPS) for the same period was $0.09, compared to $0.07 a year ago, resulting in a surprise of 50% over the consensus EPS estimate of $0.06 [1] Revenue Breakdown - Service revenue was reported at $8.37 million, surpassing the average estimate of $8.23 million by analysts, reflecting a year-over-year increase of 3.8% [4] - Product revenue was $1.2 million, exceeding the average estimate of $1.13 million, but showing a year-over-year decline of 7% [4] - Software solutions revenue reached $6.98 million, above the average estimate of $6.82 million, with a significant year-over-year increase of 31% [4] Stock Performance - Over the past month, Crexendo's shares have returned -8.1%, contrasting with the Zacks S&P 500 composite's increase of 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 - Toast (TOST) reported revenue of $1.55 billion for the quarter ended June 2025, reflecting a year-over-year increase of 24.8% and a surprise of +1.1% over the Zacks Consensus Estimate of $1.53 billion [1] - The company's EPS for the quarter was $0.24, compared to $0.02 in the same quarter last year, aligning with the consensus EPS estimate [1] Financial Performance Metrics - Gross Payment Volume (GPV) reached $49.90 billion, exceeding the four-analyst average estimate of $49.05 billion [4] - Subscription Annualized Recurring Run-Rate was $950 million, slightly above the average estimate of $945.59 million [4] - Total Annualized Recurring Run-Rate (ARR) stood at $1.93 billion, compared to the $1.9 billion average estimate [4] - Revenue from Financial Technology Solutions was $1.28 billion, surpassing the average estimate of $1.26 billion [4] - Revenue from Subscription Services was $227 million, compared to the average estimate of $221.09 million [4] - Revenue from Hardware and Professional Services was $47 million, below the average estimate of $51.74 million [4] Stock Performance - Toast's shares have returned +10% over the past month, outperforming the Zacks S&P 500 composite's +1% 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 - Healthcare Realty Trust (HR) reported $297.5 million in revenue for the quarter ended June 2025, reflecting a year-over-year decline of 6% [1] - The earnings per share (EPS) for the same period was $0.41, compared to -$0.39 a year ago, indicating a significant improvement [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $298.38 million, resulting in a surprise of -0.3% [1] Group 2 - Rental income was reported at $287.07 million, which was lower than the estimated $289.41 million, representing a year-over-year decline of 6.8% [4] - Interest income came in at $3.45 million, below the average estimate of $3.9 million, marking a year-over-year decrease of 10.8% [4] - Other operating revenues were reported at $6.98 million, exceeding the average estimate of $5.42 million, showing a year-over-year increase of 61.6% [4] Group 3 - The stock of Healthcare Realty Trust has returned -3.1% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% change [3] - The company currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]