Core Insights - Deckers Outdoor Corp. reported better-than-expected second-quarter earnings, with earnings per share (EPS) of $1.82, surpassing the Street estimate of $1.57 by 16% [1] - Quarterly revenue reached $1.43 billion, exceeding the analyst estimate of $1.41 billion [1] - The company projects fiscal GAAP EPS between $6.30 and $6.39, slightly above the $6.28 estimate, and revenue of $5.35 billion, below the $5.45 billion analyst estimate [1] Group 1 - HOKA and UGG brands showed double-digit growth in the second quarter, indicating strong performance and international momentum [2] - Deckers Outdoor shares increased by 1.6%, closing at $102.54 following the earnings announcement [2] Group 2 - Needham analyst Tom Nikic maintained a Buy rating on Deckers Outdoor but lowered the price target from $128 to $113 [4] - Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating and reduced the price target from $120 to $105 [4] - Baird analyst Jonathan Komp kept an Outperform rating while lowering the price target from $150 to $125 [4]

Core Viewpoint - Primis Financial reported quarterly earnings of $0.28 per share, missing the Zacks Consensus Estimate of $0.32 per share, but showing an increase from $0.08 per share a year ago, indicating a significant year-over-year growth despite the earnings miss [1][2]. Financial Performance - The company posted revenues of $41 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 5.13% and up from $37.31 million in the same quarter last year [2]. - Over the last four quarters, Primis Financial has not surpassed consensus EPS estimates, indicating a trend of underperformance in earnings expectations [2][6]. Stock Performance - Primis Financial shares have declined approximately 15.4% since the beginning of the year, contrasting with the S&P 500's gain of 13.9%, highlighting a significant underperformance relative to the broader market [3]. - The current Zacks Rank for Primis Financial is 4 (Sell), suggesting that the stock is expected to underperform the market in the near future [6]. Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.32 on revenues of $36.7 million, while for the current fiscal year, the estimate is $0.73 on revenues of $145.4 million, indicating cautious optimism for future performance [7]. - The outlook for the industry, specifically the Financial - Miscellaneous Services sector, is relatively strong, ranking in the top 34% of Zacks industries, which could positively influence the stock's performance [8].

Core Insights - Baker Hughes (BKR) reported quarterly earnings of $0.68 per share, exceeding the Zacks Consensus Estimate of $0.61 per share, and showing a slight increase from $0.67 per share a year ago, resulting in an earnings surprise of +11.48% [1] - The company achieved revenues of $7.01 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.61% and reflecting a year-over-year increase from $6.91 billion [2] - Baker Hughes has consistently outperformed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.66, with projected revenues of $7.02 billion, while the estimate for the current fiscal year is $2.40 on revenues of $27.2 billion [7] - The company's stock has gained approximately 15.3% since the beginning of the year, outperforming the S&P 500's gain of 13.9% [3] Industry Context - The Oil and Gas - Field Services industry, to which Baker Hughes belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of Baker Hughes' stock may be influenced by the overall outlook for the industry, as historical data shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Group 1: Earnings Performance - Customers Bancorp reported quarterly earnings of $2.2 per share, exceeding the Zacks Consensus Estimate of $1.9 per share, and up from $1.26 per share a year ago, representing an earnings surprise of +15.79% [1] - The company posted revenues of $232.1 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 8.12%, compared to year-ago revenues of $167.1 million [2] Group 2: Stock Performance and Outlook - Customers Bancorp shares have increased approximately 31.5% since the beginning of the year, outperforming the S&P 500's gain of 13.9% [3] - The current consensus EPS estimate for the upcoming quarter is $1.78 on revenues of $216.29 million, and for the current fiscal year, it is $7.01 on revenues of $841 million [7] Group 3: Industry Context - The Banks - Southeast industry, to which Customers Bancorp belongs, is currently ranked in the top 20% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

分组1 - Simply Good Foods reported quarterly earnings of $0.46 per share, missing the Zacks Consensus Estimate of $0.48 per share, and down from $0.5 per share a year ago, representing an earnings surprise of -4.17% [1] - The company posted revenues of $369.04 million for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 0.83%, but down from $375.69 million year-over-year [2] - Simply Good Foods shares have lost about 36% since the beginning of the year, while the S&P 500 has gained 13.9% [3] 分组2 - The current consensus EPS estimate for the coming quarter is $0.44 on revenues of $350.59 million, and for the current fiscal year, it is $2.03 on revenues of $1.49 billion [7] - The Zacks Industry Rank for Food - Confectionery is currently in the bottom 15% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8] 分组3 - Ahead of the earnings release, the estimate revisions trend for Simply Good Foods was unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, suggesting expected underperformance in the near future [6] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Group 1: Earnings Performance - Ardagh Metal Packaging S.A. reported quarterly earnings of $0.08 per share, exceeding the Zacks Consensus Estimate of $0.07 per share, with an earnings surprise of +14.29% [1] - The company has surpassed consensus EPS estimates for four consecutive quarters [2] - Revenue for the quarter ended September 2025 was $1.43 billion, surpassing the Zacks Consensus Estimate by 2.71%, compared to $1.31 billion in the same quarter last year [2] Group 2: Stock Performance and Outlook - Ardagh Metal Packaging shares have increased by approximately 23.9% since the beginning of the year, outperforming the S&P 500's gain of 13.9% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.01 on revenues of $1.26 billion, and $0.18 on revenues of $5.37 billion for the current fiscal year [7] Group 3: Industry Context - The Metal Products - Procurement and Fabrication industry, to which Ardagh belongs, is currently ranked in the top 9% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Core Insights - Rogers Communication (RCI) reported quarterly earnings of $0.99 per share, exceeding the Zacks Consensus Estimate of $0.92 per share, but down from $1.04 per share a year ago, indicating an earnings surprise of +7.61% [1] - The company generated revenues of $3.88 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.16% and showing an increase from $3.76 billion year-over-year [2] - The stock has appreciated approximately 21.5% year-to-date, outperforming the S&P 500's gain of 13.9% [3] Earnings Outlook - The future performance of Rogers Communication's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - Current consensus EPS estimate for the upcoming quarter is $0.91 on revenues of $4.22 billion, while for the current fiscal year, the estimate is $3.41 on revenues of $15.48 billion [7] Industry Context - The Zacks Industry Rank places Diversified Communication Services in the bottom 15% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Lindsay (LNN) reported quarterly earnings of $0.99 per share, missing the Zacks Consensus Estimate of $1.04 per share, and down from $1.17 per share a year ago, representing an earnings surprise of -4.81% [1] - The company posted revenues of $153.56 million for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 1.60%, but down from $155 million year-over-year [2] - Lindsay has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates four times in the same period [2] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $1.67 on revenues of $168.83 million, and for the current fiscal year, it is $6.19 on revenues of $660.32 million [7] - The estimate revisions trend for Lindsay was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Manufacturing - Farm Equipment industry, to which Lindsay belongs, is currently in the bottom 3% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Another company in the same industry, Agco (AGCO), is expected to report quarterly earnings of $1.26 per share, reflecting a year-over-year change of +85.3%, with revenues anticipated to be $2.48 billion, down 4.5% from the previous year [9][10]

Core Viewpoint - Helix Energy reported quarterly earnings of $0.15 per share, matching the Zacks Consensus Estimate, but down from $0.19 per share a year ago [1] - The company posted revenues of $376.96 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 4.61% and up from $342.42 million year-over-year [2] Financial Performance - The earnings surprise for the previous quarter was -300%, as the company had expected earnings of $0.01 per share but reported a loss of $0.02 [1] - Over the last four quarters, Helix Energy has surpassed consensus EPS estimates two times [1] - The company has also topped consensus revenue estimates two times in the last four quarters [2] Stock Performance - Helix Energy shares have declined approximately 30.8% since the beginning of the year, contrasting with the S&P 500's gain of 14.5% [3] - The current Zacks Rank for Helix Energy is 4 (Sell), indicating expectations of underperformance in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.03 on revenues of $298.47 million, while for the current fiscal year, it is $0.17 on revenues of $1.24 billion [7] - The outlook for the Oil and Gas - Field Services industry is currently in the bottom 33% of Zacks industries, which may negatively impact stock performance [8] Industry Context - Another company in the same industry, RPC, is expected to report quarterly earnings of $0.05 per share, reflecting a year-over-year decline of 44.4%, with revenues projected at $400 million, an 18.5% increase from the previous year [9]

Core Insights - Selective Insurance reported quarterly earnings of $1.75 per share, missing the Zacks Consensus Estimate of $1.84 per share, but showing an increase from $1.4 per share a year ago, resulting in an earnings surprise of -4.89% [1] - The company posted revenues of $1.35 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.42%, compared to $1.24 billion in the same quarter last year [2] - Selective Insurance shares have declined approximately 10.2% year-to-date, contrasting with the S&P 500's gain of 14.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.17 on revenues of $1.37 billion, and for the current fiscal year, it is $7.06 on revenues of $5.33 billion [7] - The estimate revisions trend for Selective Insurance was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Insurance - Property and Casualty industry is currently ranked in the top 19% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - HCI Group, another company in the same industry, is expected to report quarterly earnings of $2.35 per share, reflecting a year-over-year increase of +400%, with revenues anticipated to be $224.86 million, up 28.3% from the previous year [9]