Core Insights - Consolidated Edison (ED) reported a revenue of $4.8 billion for the quarter ended March 2025, reflecting a year-over-year increase of 12.1% and surpassing the Zacks Consensus Estimate by 8.98% [1] - The earnings per share (EPS) for the quarter was $2.25, slightly below the consensus estimate of $2.30, resulting in an EPS surprise of -2.17% [1] Revenue Performance - Operating revenues for CECONY were $4.44 billion, exceeding the average estimate of $4.09 billion from three analysts [4] - Operating revenues for O&R reached $356 million, surpassing the estimated $313.27 million [4] - O&R's gas operating revenues were $141 million, compared to the average estimate of $102.18 million, marking a year-over-year increase of 24.8% [4] - CECONY's electric operating revenues were $2.69 billion, exceeding the estimate of $2.50 billion, with a 10% increase year-over-year [4] - CECONY's gas operating revenues were $1.40 billion, above the estimate of $1.26 billion, reflecting a 12.7% year-over-year increase [4] - CECONY's steam operating revenues were $354 million, surpassing the estimated $301.58 million, with a year-over-year increase of 23.3% [4] - O&R's electric operating revenues were $215 million, slightly above the estimate of $210.49 million, showing a 10.3% year-over-year increase [4] - Gas operating revenues totaled $1.54 billion, exceeding the average estimate of $1.37 billion, with a year-over-year change of 13.8% [4] - Electric operating revenues were $2.90 billion, surpassing the estimate of $2.71 billion, reflecting a 10.1% year-over-year increase [4] Operating Income - Operating income for O&R was reported at $62 million, exceeding the average estimate of $58.52 million [4] - Operating income for CECONY was $1.07 billion, surpassing the average estimate of $1.02 billion from three analysts [4] Stock Performance - Shares of Consolidated Edison have returned +2.9% over the past month, while the Zacks S&P 500 composite experienced a -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]

Skyward Specialty Insurance (SKWD) reported $328.53 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 24%. EPS of $0.90 for the same period compares to $0.75 a year ago.The reported revenue represents a surprise of +5.51% over the Zacks Consensus Estimate of $311.37 million. With the consensus EPS estimate being $0.78, the EPS surprise was +15.38%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectat ...

Core Insights - WillScot (WSC) reported a revenue of $559.55 million for the quarter ended March 2025, reflecting a decrease of 4.7% year-over-year and a slight miss of 0.48% against the Zacks Consensus Estimate of $562.22 million [1] - The earnings per share (EPS) for the quarter was $0.24, down from $0.29 in the same quarter last year, resulting in an EPS surprise of -14.29% compared to the consensus estimate of $0.28 [1] Revenue Breakdown - Leasing revenue amounted to $434.39 million, which was below the average estimate of $448.46 million, marking a year-over-year decline of 5.7% [4] - Delivery and installation revenue was reported at $88.66 million, slightly above the estimated $88.54 million, but down 11.7% from the previous year [4] - Total leasing and services revenue was $523.05 million, compared to the average estimate of $537.01 million [4] - Sales revenue from rental units was $14.06 million, below the estimated $14.45 million, but showed a year-over-year increase of 10.6% [4] - Sales revenue from new units reached $22.44 million, significantly exceeding the average estimate of $16.10 million, representing a year-over-year growth of 66.2% [4] Stock Performance - Over the past month, WillScot's shares have declined by 13.4%, contrasting with a minor decrease of 0.7% 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 - SPX Technologies reported revenue of $482.6 million for Q1 2025, a year-over-year increase of 3.7% and an EPS of $1.38, up from $1.25 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $478.43 million by 0.87%, while the EPS surprised by 18.97% against the consensus estimate of $1.16 [1] Revenue Breakdown - Detection & Measurement segment generated $159.60 million, surpassing the two-analyst average estimate of $157.67 million, but reflecting a year-over-year decline of 2% [4] - HVAC segment reported revenues of $323 million, exceeding the average estimate of $320.45 million, with a year-over-year increase of 6.8% [4] Segment Income - Detection & Measurement segment income was $36.60 million, compared to the average estimate of $30.75 million [4] - HVAC segment income reached $73.90 million, slightly above the average estimate of $72.90 million [4] Stock Performance - SPX Technologies' shares returned -1.1% 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 [3]

Atlassian (TEAM) reported $1.36 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 14.1%. EPS of $0.97 for the same period compares to $0.89 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.35 billion, representing a surprise of +0.72%. The company delivered an EPS surprise of +7.78%, with the consensus EPS estimate being $0.90.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

Core Insights - American International Group (AIG) reported a revenue of $6.62 billion for Q1 2025, marking a 47% decline year-over-year and falling short of the Zacks Consensus Estimate of $6.79 billion, resulting in a surprise of -2.59% [1] - The earnings per share (EPS) for the same quarter was $1.17, down from $1.77 a year ago, but exceeded the consensus estimate of $1.05 by 11.43% [1] Financial Performance Metrics - AIG's shares have returned -7.1% over the past month, compared to a -0.7% change in the Zacks S&P 500 composite, with a current Zacks Rank of 3 (Hold) indicating potential performance in line with the broader market [3] - General Insurance combined ratio was reported at 95.8%, better than the average estimate of 96.7% from four analysts [4] - The expense ratio for General Insurance was 30.5%, compared to the estimated 31.1% [4] - The loss ratio for General Insurance was 65.3%, slightly better than the 65.6% average estimate [4] - North America Commercial loss ratio was reported at 71.8%, compared to the estimated 71.2% [4] - North America Commercial combined ratio was 93.9%, better than the estimated 94.9% [4] - Net premiums earned in General Insurance were $5.77 billion, below the average estimate of $5.86 billion, reflecting a -0.3% year-over-year change [4] - Net investment income for General Insurance was $736 million, lower than the average estimate of $809.75 million, representing a -3.4% year-over-year change [4] - International Commercial net premiums earned were $2.05 billion, below the estimated $2.10 billion [4] - Global Personal net premiums earned were $1.59 billion, compared to the estimated $1.74 billion [4] - Other Operations reported net investment income and other at $110 million, exceeding the average estimate of $96.73 million, showing a significant year-over-year increase of 358.3% [4] - North America Commercial net premiums earned were $2.12 billion, slightly above the average estimate of $2.06 billion [4] - Total net investment income was reported at $1.11 billion, surpassing the average estimate of $933.40 million, but reflecting a substantial year-over-year decline of 71.7% [4]

Thursday, May 1, 2025Market indexes took a wide-ranging tour throughout the trading day today, opening the session in the green and topping out ahead of the lunch hour (with the Dow up +400 points at that point) before dialing back in the afternoon. Then, in the final 10 minutes before the closing bell, indexes nose-dived into the close, though remained in the green.The Dow added +83 points on the day, +0.21%, while the S&P 500 almost tripled this, percentage-wise: +35 points, +0.63%. That’s because the tec ...

For the quarter ended March 2025, Camden (CPT) reported revenue of $390.57 million, up 1.9% over the same period last year. EPS came in at $1.72, compared to $0.77 in the year-ago quarter.The reported revenue represents a surprise of +0.66% over the Zacks Consensus Estimate of $388.01 million. With the consensus EPS estimate being $1.68, the EPS surprise was +2.38%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their nex ...

Roku (ROKU) reported $1.02 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 15.8%. EPS of -$0.19 for the same period compares to -$0.35 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1 billion, representing a surprise of +1.61%. The company delivered an EPS surprise of +29.63%, with the consensus EPS estimate being -$0.27.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

Core Insights - Red Rock Resorts reported revenue of $497.86 million for the quarter ended March 2025, reflecting a 1.8% increase year-over-year and a surprise of +0.82% over the Zacks Consensus Estimate of $493.82 million [1] - The company's EPS was $0.80, up from $0.68 in the same quarter last year, resulting in a significant EPS surprise of +70.21% compared to the consensus estimate of $0.47 [1] Revenue Breakdown - Casino operating revenues were $333.25 million, exceeding the average estimate of $320.70 million, marking a year-over-year increase of +5.2% [4] - Room operating revenues totaled $50.17 million, below the average estimate of $54.99 million, representing a year-over-year decline of -5.1% [4] - Food and beverage operating revenues were $89.27 million, slightly below the estimated $91.49 million, showing a -4.3% change year-over-year [4] - Other operating revenues reached $25.17 million, also below the average estimate of $26.27 million, indicating a -2.7% year-over-year change [4] Net Revenue and EBITDA - Net revenue from Las Vegas operations was $494.95 million, surpassing the average estimate of $489.69 million, with a year-over-year increase of +1.9% [4] - Net revenue from corporate and other operations was $2.91 million, below the average estimate of $3.20 million, reflecting a -12.7% year-over-year change [4] - Adjusted EBITDA for Las Vegas operations was $235.90 million, exceeding the average estimate of $217.26 million [4] - Adjusted EBITDA for corporate and other operations was -$20.82 million, slightly worse than the average estimate of -$20.35 million [4] Stock Performance - Over the past month, shares of Red Rock Resorts have returned -0.9%, compared to a -0.7% 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]