Core Insights - Toast reported revenue of $1.34 billion for the quarter ended March 2025, reflecting a year-over-year increase of 24.4% [1] - The company's EPS was $0.20, a significant improvement from -$0.15 in the same quarter last year [1] - Revenue met the Zacks Consensus Estimate, but there was a slight negative surprise of -0.27% [1] - EPS exceeded expectations with a surprise of +5.26% compared to the consensus estimate of $0.19 [1] Key Performance Metrics - Gross Payment Volume (GPV) was reported at $42.2 billion, slightly below the estimated $42.38 billion [4] - Subscription Annualized Recurring Run-Rate reached $883 million, surpassing the average estimate of $867.78 million [4] - The number of locations served by Toast was 140,000, close to the estimated 140,163 [4] - Total Annualized Recurring Run-Rate (ARR) was $1.71 billion, matching the average estimate [4] - Payments Annualized Recurring Run-Rate stood at $830 million, slightly above the estimate of $824.03 million [4] - Revenue from financial technology solutions was $1.08 billion, aligning with the average estimate [4] - Revenue from subscription services was $209 million, exceeding the average estimate of $201.35 million [4] - Revenue from hardware and professional services was $46 million, falling short of the estimated $53.03 million [4] Stock Performance - Toast's shares have returned +3.4% over the past month, compared to the S&P 500 composite's +11.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - Sabre reported revenue of $776.62 million for the quarter ended March 2025, reflecting a decrease of 0.8% year-over-year and a revenue surprise of -1.77% compared to the Zacks Consensus Estimate of $790.57 million [1] - The company's EPS was $0.00, an improvement from -$0.02 in the same quarter last year, but fell short of the consensus estimate of $0.01, resulting in an EPS surprise of -100.00% [1] Financial Performance Metrics - Travel Solutions - Air Bookings were reported at 82.44 million, below the average estimate of 85.29 million [4] - Travel Solutions - Lodging, Ground and Sea Bookings reached 13.92 million, slightly above the average estimate of 13.73 million [4] - Hospitality Solutions - Central Reservations System Transactions totaled 30.77 million, in line with the average estimate of 30.75 million [4] - Total Travel Solutions Bookings were 96.36 million, below the average estimate of 99.02 million [4] - Passengers Boarded in Travel Solutions were 165.83 million, slightly below the estimate of 167 million [4] - Revenue from Hospitality Solutions was $85.21 million, exceeding the average estimate of $83.39 million, representing an 8.1% increase year-over-year [4] - Revenue from Travel Solutions was $702.13 million, below the average estimate of $718.39 million, reflecting a year-over-year decline of 1.6% [4] - IT Solutions Revenue within Travel Solutions was $133.01 million, below the estimate of $140 million, marking a 5.9% decrease year-over-year [4] - Distribution Revenue in Travel Solutions was $569.12 million, below the average estimate of $578.40 million, with a year-over-year change of -0.6% [4] Stock Performance - Sabre's shares have returned +25.6% over the past month, outperforming the Zacks S&P 500 composite's +10.6% 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 - Global Payments reported revenue of $2.2 billion for the quarter ended March 2025, reflecting a 1% increase year-over-year and matching the Zacks Consensus Estimate, with an EPS of $2.82, up from $2.59 in the previous year [1] - The company achieved an EPS surprise of +4.83%, exceeding the consensus estimate of $2.69 [1] Revenue Performance - Non-GAAP Revenues from Merchant Solutions reached $1.69 billion, slightly above the $1.68 billion estimate, marking a +0.5% year-over-year change [4] - Non-GAAP Revenues from Issuer Solutions were reported at $528.82 million, surpassing the $528.21 million estimate, with a +2.6% change compared to the previous year [4] - Revenues from Issuer Solutions totaled $620.73 million, exceeding the $607.50 million estimate, representing a +3% year-over-year increase [4] - Revenues from Merchant Solutions were $1.81 billion, slightly below the $1.82 billion estimate, indicating a -1.4% year-over-year change [4] Operating Income Analysis - Non-GAAP Operating Income for Merchant Solutions was $808.95 million, above the $802.11 million estimate [4] - Non-GAAP Operating Income for Issuer Solutions was $244.94 million, slightly below the $246.04 million estimate [4] - Operating Income for Merchant Solutions was reported at $614.10 million, exceeding the $599.26 million estimate [4] - Operating Income for Corporate was -$256.53 million, worse than the -$215.98 million estimate [4]

Financial Performance - For the quarter ended March 2025, Live Nation reported revenue of $3.38 billion, down 11% year-over-year, and EPS of -$0.32 compared to -$0.53 in the same quarter last year [1] - The reported revenue was a surprise of -2.89% compared to the Zacks Consensus Estimate of $3.48 billion, while the EPS surprise was +5.88% against the consensus estimate of -$0.34 [1] Key Metrics - Estimated attendance for concerts totaled 22.31 million, below the average estimate of 23.37 million from five analysts [4] - Total fee-bearing tickets sold were 77.49 million, compared to the average estimate of 79.59 million [4] - Revenue from concerts was $2.48 billion, slightly below the estimated $2.51 billion, representing a year-over-year decline of -13.7% [4] - Revenue from sponsorship and advertising was $216.10 million, slightly below the estimate of $216.47 million, with a year-over-year increase of +2.3% [4] - Revenue from ticketing was $694.70 million, compared to the average estimate of $773.21 million, reflecting a year-over-year change of -3.9% [4] Stock Performance - Shares of Live Nation have returned -1.6% over the past month, while the Zacks S&P 500 composite changed by -0.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Financial Performance - Targa Resources, Inc. reported revenue of $4.56 billion for the quarter ended March 2025, which is unchanged compared to the same period last year [1] - Earnings per share (EPS) for the quarter was $0.91, down from $1.22 in the year-ago quarter [1] - The reported revenue fell short of the Zacks Consensus Estimate of $5.31 billion, resulting in a surprise of -14.12% [1] - The company experienced an EPS surprise of -55.39%, with the consensus EPS estimate being $2.04 [1] Stock Performance - Targa Resources shares have returned -16.9% over the past month, compared to the Zacks S&P 500 composite's -0.7% 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] Key Metrics - Gathering and Processing - NGL sales per day were 570.2 million barrels of oil, below the two-analyst average estimate of 577.97 million barrels [4] - Gathering and Processing - Gross NGL production (Coastal) was 32.7 million barrels of oil per day, exceeding the two-analyst average estimate of 31.89 million barrels [4] - Gathering and Processing - Condensate sales per day were 18.1 million barrels of oil, lower than the estimated 20.5 million barrels [4] - Logistics and Marketing - NGL sales were 1186.4 million barrels of oil per day, slightly below the estimated 1198.95 million barrels [4] - Logistics and Marketing - Export volumes were 447.7 million barrels of oil per day, compared to the estimated 455.64 million barrels [4] - Gathering and Processing - Total Plant natural gas inlet volumes were 7526.3 million cubic feet per day, below the estimated 7667.93 million cubic feet [4] - Average realized prices for Condensate were $72.32, slightly below the estimated $73.57 [4] - Average realized prices for Natural gas were $2.24, compared to the estimated $2.45 [4] - Average realized prices for NGL were $0.50, slightly below the estimated $0.51 [4]

Core Insights - Hilton Grand Vacations (HGV) reported revenue of $1.15 billion for the quarter ended March 2025, a decrease of 0.7% year-over-year, with EPS at $0.09 compared to $0.95 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $1.24 billion, resulting in a surprise of -7.47%, while the EPS surprise was -81.63% against a consensus estimate of $0.49 [1] Revenue Breakdown - Resort and club management revenues were $183 million, exceeding the estimated $173.93 million [4] - Cost reimbursements generated $133 million, slightly above the average estimate of $129.67 million, reflecting a year-over-year increase of 9% [4] - Rental and ancillary services revenues reached $187 million, compared to the estimated $186.37 million, marking a year-over-year growth of 3.3% [4] - Sales, marketing, brand, and other fees totaled $142 million, in line with the estimate of $142.07 million, but showed a decline of 2.1% year-over-year [4] - Financing revenues were $125 million, surpassing the estimate of $123.54 million, with a significant year-over-year increase of 20.2% [4] - Sales of VOIs, net, amounted to $378 million, falling short of the estimated $476.78 million, representing a year-over-year decline of 13.7% [4] Stock Performance - Shares of Hilton Grand Vacations have decreased by 11.2% over the past month, contrasting with the Zacks S&P 500 composite's decline of only 0.7% [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 - Wex reported revenue of $636.6 million for the quarter ended March 2025, a decrease of 2.5% year-over-year, while EPS increased to $3.51 from $3.46 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $630.4 million, resulting in a surprise of +0.98%, and the EPS also surpassed the consensus estimate of $3.40 by +3.24% [1] Financial Performance Metrics - Purchase volume in the Benefits segment was $2.33 billion, exceeding the average estimate of $2.19 billion [4] - Payment processing transactions in the Mobility segment totaled 134.5 million, slightly below the average estimate of 136.53 million [4] - Corporate Payments segment reported a purchase volume of $17.29 billion, lower than the estimated $18.78 billion [4] - Average US fuel price in the Mobility segment was $3.32 per gallon, above the average estimate of $3.29 per gallon [4] - Mobility revenues were $333.80 million, slightly above the estimate of $331.20 million, representing a year-over-year decline of -1.5% [4] - Benefits revenues reached $199.30 million, surpassing the estimate of $197.88 million, with a year-over-year increase of +4.2% [4] - Corporate Payments revenues were $103.50 million, below the estimate of $104.85 million, reflecting a year-over-year decline of -15.5% [4] - Payment processing revenues were $271.80 million, under the estimate of $274.30 million, showing a year-over-year decrease of -10% [4] - Account servicing revenues were $179.10 million, exceeding the estimate of $177.13 million, with a year-over-year increase of +3.4% [4] - Finance fees revenues were $75.70 million, above the estimate of $67.74 million, indicating a year-over-year increase of +7.7% [4] - Other revenues were reported at $110 million, slightly below the estimate of $112.18 million, with a year-over-year increase of +2.7% [4] - Benefits-Other revenues were $53.60 million, below the estimate of $54.77 million, reflecting a year-over-year increase of +16.5% [4] Stock Performance - Wex shares have returned -18.1% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Core Insights - Berry Global reported revenue of $2.52 billion for the quarter ended March 2025, reflecting an 18.1% decrease year-over-year, but exceeded the Zacks Consensus Estimate by 2.69% [1] - Earnings per share (EPS) for the quarter was $1.55, down from $1.95 in the same quarter last year, and surpassed the consensus EPS estimate of $1.52 by 1.97% [1] Financial Performance Metrics - Net Sales in Consumer Packaging - International reached $970 million, exceeding the average estimate of $929.31 million, with a year-over-year change of +0.2% [4] - Net Sales in Flexibles amounted to $761 million, surpassing the average estimate of $749.68 million, showing a year-over-year increase of +7% [4] - Net Sales in Consumer Packaging - North America was $789 million, above the average estimate of $775.18 million, reflecting a +5.1% year-over-year change [4] - Operating EBITDA for Consumer Packaging - International was $168 million, compared to the average estimate of $160.91 million [4] - Operating EBITDA for Flexibles reached $126 million, slightly above the average estimate of $124.93 million [4] - Operating EBITDA for Consumer Packaging - North America was $142 million, below the average estimate of $150.66 million [4] Stock Performance - Berry Global's shares have returned -4.2% over the past month, while the Zacks S&P 500 composite experienced a -0.2% 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 - Boston Properties (BXP) reported revenue of $811.1 million for Q1 2025, reflecting a 2.9% increase year-over-year and a surprise of +2.56% over the Zacks Consensus Estimate of $790.85 million [1] - The company's EPS for the quarter was $1.64, compared to $0.51 in the same quarter last year, with a slight EPS surprise of -0.61% against the consensus estimate of $1.65 [1] Revenue Breakdown - Occupancy rate of in-service properties was 89.4%, exceeding the average analyst estimate of 87.4% [4] - Revenue from parking and other sources was $30.15 million, below the average estimate of $34.56 million, representing a year-over-year decline of -6.4% [4] - Hotel revenue reached $9.60 million, surpassing the average estimate of $8.81 million, with a year-over-year increase of +17.2% [4] - Revenue from development and management services was $9.78 million, exceeding the average estimate of $8.13 million, marking a significant year-over-year growth of +58.8% [4] - Lease revenue was reported at $811.10 million, compared to the average estimate of $790.82 million, indicating a year-over-year increase of +2.9% [4] Stock Performance - Over the past month, shares of Boston Properties have returned -1.4%, compared to a -0.8% change 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 - Labcorp reported revenue of $3.35 billion for the quarter ended March 2025, reflecting a year-over-year increase of 5.3% [1] - The company's EPS was $3.84, up from $3.68 in the same quarter last year, exceeding the consensus estimate of $3.73 by 2.95% [1] - The revenue fell short of the Zacks Consensus Estimate of $3.41 billion, resulting in a surprise of -2.04% [1] Financial Performance Metrics - The net book-to-bill ratio was reported at 1.1%, surpassing the estimated 1% by analysts [4] - Revenue from Biopharma Laboratory Services was $721.30 million, below the average estimate of $742.69 million, but showing a year-over-year increase of 1.5% [4] - Revenue from Diagnostics Laboratories was $2.63 billion, compared to the average estimate of $2.69 billion, with a year-over-year increase of 6.1% [4] - Adjusted Operating Income for Biopharma Laboratory Services was $106.90 million, slightly below the estimated $108.86 million [4] - Adjusted Operating Income for Diagnostics Laboratories was $427.50 million, compared to the average estimate of $435.69 million [4] Stock Performance - Labcorp's shares have returned -1.4% over the past month, while the Zacks S&P 500 composite has changed by -0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]