Group 1 - News Corp. reported revenue of $2.11 billion for the quarter ended June 2025, a decrease of 18.2% year-over-year, with EPS at $0.19 compared to $0.17 in the same quarter last year [1] - The reported revenue slightly exceeded the Zacks Consensus Estimate of $2.1 billion, resulting in a surprise of +0.26%, while the EPS met the consensus estimate [1] - Over the past month, News Corp. shares returned +0.5%, underperforming the Zacks S&P 500 composite's +1% change, and the stock currently holds a Zacks Rank 3 (Hold) [3] Group 2 - Revenue breakdown by product includes: Dow Jones at $604 million (+6.7% YoY), Book Publishing at $494 million (-3.5% YoY), Digital Real Estate Services at $466 million (+4% YoY), and News Media at $545 million (0% change YoY) [4] - EBITDA figures show Dow Jones at $151 million, News Media at $28 million, Other at -$59 million, Book Publishing at $50 million, and Digital Real Estate Services at $152 million, with most figures exceeding analyst estimates [4]

Core Insights - Assurant reported revenue of $3.14 billion for the quarter ended June 2025, reflecting a 6.5% increase year-over-year, with EPS at $5.56 compared to $4.08 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $3.11 billion, resulting in a surprise of +0.73%, while the EPS surpassed the consensus estimate of $4.43 by +25.51% [1] Financial Performance Metrics - Fees and other income reached $463.7 million, exceeding the estimated $399.82 million by five analysts, marking a year-over-year increase of +23.6% [4] - Net investment income was reported at $128.7 million, slightly below the average estimate of $130.45 million, with a year-over-year change of +3.2% [4] - Net earned premiums, fees, and other income totaled $3.05 billion, surpassing the estimated $2.58 billion, representing an increase of +8.3% year-over-year [4] - Total revenues from Global Lifestyle were $2.44 billion, exceeding the estimate of $2.37 billion, with a year-over-year change of +7.5% [4] - Total revenues from Global Housing were $732.1 million, slightly below the estimate of $737.39 million, reflecting a +10.3% change year-over-year [4] - Corporate & Other revenues were reported at $6.9 million, below the estimate of $7.16 million, indicating a -4.2% change year-over-year [4] - Global Lifestyle's net earned premiums were $1.94 billion, exceeding the estimate of $1.91 billion, with a +4% change year-over-year [4] - Fees and other income from Global Lifestyle reached $414.9 million, surpassing the estimate of $353.03 million, marking a year-over-year increase of +28.9% [4]

Core Insights - TopBuild reported $1.3 billion in revenue for the quarter ended June 2025, reflecting a year-over-year decline of 5% [1] - The EPS for the same period was $5.31, down from $5.42 a year ago, but exceeded the consensus estimate of $5.07 by 4.73% [1] - The revenue surpassed the Zacks Consensus Estimate of $1.29 billion by 0.21% [1] Financial Performance Metrics - Net Sales in Specialty Distribution reached $599 million, exceeding the average estimate of $589.99 million, with a year-over-year increase of 1% [4] - Net Sales in Installation amounted to $781 million, slightly above the estimated $774.74 million, but showed a decline of 8.2% compared to the previous year [4] - Intercompany eliminations reported a figure of $-82.46 million, worse than the average estimate of $-73.93 million, but improved by 5.5% year-over-year [4] Operating Profit Analysis - Operating profit for Installation was reported at $155.44 million, surpassing the average estimate of $145.26 million [4] - Operating profit for Specialty Distribution was $87.48 million, slightly above the average estimate of $86.58 million [4] - General corporate expense netted $-9.5 million, better than the estimated $-14.6 million [4] Stock Performance - TopBuild shares have returned +12.7% over the past month, outperforming 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 - First Watch Restaurant Group, Inc. (FWRG) reported revenue of $307.89 million for the quarter ended June 2025, reflecting a 19.1% increase year-over-year and a surprise of +0.55% over the Zacks Consensus Estimate of $306.19 million [1] - The company's EPS was $0.03, down from $0.14 in the same quarter last year, resulting in a -57.14% surprise compared to the consensus estimate of $0.07 [1] Financial Performance Metrics - Same-restaurant sales growth was 3.5%, exceeding the average estimate of 2.4% from four analysts [4] - Total system-wide restaurants reached 600, slightly above the average estimate of 596 [4] - Franchise-owned restaurants totaled 69, compared to the estimated 68 [4] - Company-owned restaurants numbered 531, surpassing the average estimate of 527 [4] - Franchise revenues were reported at $2.9 million, above the average estimate of $2.42 million, but represented a -6.4% year-over-year change [4] - Restaurant sales revenues were $304.98 million, exceeding the average estimate of $303.56 million, with a year-over-year increase of 19.4% [4] Stock Performance - Over the past month, shares of First Watch Restaurant Group have returned -1%, while the Zacks S&P 500 composite has seen a +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 - Yum Brands reported quarterly earnings and revenue that fell short of analysts' expectations, primarily due to declines in same-store sales for Pizza Hut and KFC in the U.S. [1] Financial Performance - The company reported a second-quarter net income of $374 million, or $1.33 per share, an increase from $367 million, or $1.28 per share, a year earlier [1] - Adjusted earnings per share were $1.44, slightly below the expected $1.46 [3] - Net sales increased by 10% to $1.93 billion, but this was below the expected $1.94 billion [2][3]

Core Insights - Voyager Technologies, Inc. reported $45.67 million in revenue for the quarter ended June 2025, showing no year-over-year change, with an EPS of -$0.60 compared to $0 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $35.44 million by +28.88%, while the EPS fell short of the consensus estimate of -$0.27 by -122.22% [1] Revenue Breakdown - Net Sales from Space Solutions reached $11.12 million, surpassing the average estimate of $10.05 million based on two analysts [4] - Net Sales from Intersegment eliminations were reported at -$0.64 million, compared to the average estimate of -$0.44 million [4] - Net Sales from Defense & National Security amounted to $35.19 million, exceeding the average estimate of $25.85 million from two analysts [4] Stock Performance - Shares of Voyager Technologies, Inc. have declined by -7.5% over the past month, while the Zacks S&P 500 composite increased by +0.6% [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 - IAC reported a revenue of $586.93 million for the quarter ended June 2025, marking a year-over-year decline of 38.2% and a surprise of -2.53% compared to the Zacks Consensus Estimate of $602.19 million [1] - The earnings per share (EPS) for the same period was $2.57, a significant increase from $0.01 a year ago, resulting in an EPS surprise of +956.67% against a consensus estimate of -$0.30 [1] Revenue Performance - Revenue from Emerging & Other was $15.9 million, slightly above the average estimate of $14.96 million, but represented a year-over-year decline of 85.2% [4] - Search revenue totaled $61.7 million, below the average estimate of $77.09 million, reflecting a year-over-year decrease of 39.4% [4] - Care.com revenue was reported at $82 million, closely matching the estimated $82.06 million [4] - Desktop Search revenue was $10.2 million, falling short of the average estimate of $13.11 million, with a year-over-year decline of 41.7% [4] - Ask Media Group Search revenue was $51.4 million, compared to the average estimate of $64.18 million, indicating a year-over-year change of -39% [4] - Intersegment eliminations reported $0 million, contrasting with the average estimate of -$0.29 million, representing a 100% year-over-year change [4] Adjusted EBITDA - Adjusted EBITDA for Care.com was $5.8 million, exceeding the average estimate of $4.15 million [4] - Corporate Adjusted EBITDA was reported at -$22.8 million, better than the average estimate of -$25.22 million [4] - Adjusted EBITDA for Emerging & Other was -$6.3 million, slightly better than the average estimate of -$6.93 million [4] - Search Adjusted EBITDA was $5.1 million, surpassing the average estimate of $4.54 million [4] Stock Performance - IAC shares returned +0.1% over the past month, while the Zacks S&P 500 composite increased by +0.6% [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Primoris Services (PRIM) reported $1.89 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 20.9%. EPS of $1.68 for the same period compares to $1.04 a year ago. Shares of Primoris Services have returned +7.6% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term. Total Backlog: $11.49 billion compared to the $11.26 billion a ...

Williams Companies, Inc. (The) (WMB) reported $2.78 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 19.1%. EPS of $0.46 for the same period compares to $0.43 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $3.06 billion, representing a surprise of -9.07%. The company delivered an EPS surprise of -6.12%, with the consensus EPS estimate being $0.49. While investors closely watch year-over-year changes in headline numbers -- revenue and ...

Core Insights - Axon Enterprise reported a revenue of $668.54 million for the quarter ended June 2025, reflecting a year-over-year increase of 32.6% and surpassing the Zacks Consensus Estimate by 3.98% [1] - The company's EPS for the quarter was $2.12, significantly higher than the $1.20 reported in the same quarter last year, resulting in an EPS surprise of 37.66% compared to the consensus estimate of $1.54 [1] Financial Performance Metrics - Annual recurring revenue reached $1,183.00 million, exceeding the three-analyst average estimate of $1,148.53 million [4] - Net Sales from Products amounted to $376.36 million, surpassing the average estimate of $364.23 million and showing a year-over-year increase of 27.5% [4] - Net Sales from Services were reported at $292.18 million, exceeding the average estimate of $282.58 million, with a year-over-year growth of 39.9% [4] - Net Sales from Connected Devices - TASER totaled $216.23 million, slightly below the average estimate of $222.91 million [4] - Net Sales from Connected Devices - Platform Solutions reached $67.31 million, significantly above the average estimate of $48.92 million [4] - Net Sales from Software and Services were $292.18 million, exceeding the average estimate of $283.88 million [4] - Overall Net Sales from Connected Devices were $376.36 million, slightly above the average estimate of $366.46 million [4] - Net Sales from Connected Devices - Personal Sensors were reported at $92.82 million, below the average estimate of $94.64 million [4] Stock Performance - Over the past month, Axon shares have returned -6.7%, contrasting with the Zacks S&P 500 composite's +0.6% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]