Core Insights - CareTrust REIT reported revenue of $96.62 million for Q1 2025, a year-over-year increase of 53.2% [1] - The EPS for the same period was $0.42, compared to $0.22 a year ago [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $96.85 million, resulting in a surprise of -0.24% [1] - The company experienced an EPS surprise of -2.33%, with the consensus EPS estimate being $0.43 [1] Revenue Breakdown - Rental income was reported at $71.65 million, exceeding the average estimate of $68.40 million by two analysts, representing a year-over-year increase of 33.9% [4] - Interest income from other real estate-related investments and other income was $22.17 million, slightly below the average estimate of $22.35 million, but showing a significant year-over-year increase of 131.7% [4] Stock Performance - CareTrust REIT shares returned +2.5% 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]

Core Insights - American Homes 4 Rent (AMH) reported revenue of $459.28 million for the quarter ended March 2025, reflecting an 8.4% increase year-over-year [1] - The earnings per share (EPS) for the quarter was $0.46, up from $0.30 in the same quarter last year, indicating a strong performance [1] - The reported revenue exceeded the Zacks Consensus Estimate of $441.83 million by 3.95%, and the EPS also surpassed the consensus estimate of $0.45 by 2.22% [1] Revenue Performance - Same-Home core revenues were reported at $357.78 million, exceeding the four-analyst average estimate of $338.41 million, with a year-over-year change of 7.1% [4] - Tenant charge-backs revenue reached $63.86 million, compared to the average estimate of $58.89 million, representing an 11.4% year-over-year increase [4] - Core revenues totaled $395.42 million, surpassing the four-analyst average estimate of $391.10 million, with an 8% year-over-year change [4] - Non-Same-Home core revenues were reported at $37.64 million, below the estimated $52.68 million, but still showing a 17.2% increase compared to the previous year [4] Market Performance - Shares of American Homes 4 Rent have returned -1.2% over the past month, compared to a -0.7% 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]

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 - Ameren reported revenue of $2.1 billion for the quarter ended March 2025, reflecting a 15.5% increase year-over-year and surpassing the Zacks Consensus Estimate of $1.98 billion by 5.73% [1] - The company's EPS was $1.07, up from $0.98 in the same quarter last year, although it fell short of the consensus estimate of $1.08 by 0.93% [1] Revenue Performance - Total electric sales for Ameren reached 17,808 GWh, exceeding the two-analyst average estimate of 16,855.46 GWh [4] - Electric revenues from Ameren Missouri totaled $893 million, surpassing the average estimate of $821.85 million, marking a year-over-year increase of 25.1% [4] - Electric revenues from Ameren Illinois Electric Distribution amounted to $572 million, exceeding the average estimate of $519.30 million, with a year-over-year change of 13% [4] - Electric revenues from Ameren Transmission were reported at $210 million, above the average estimate of $194.26 million, reflecting a year-over-year increase of 13.5% [4] - Operating revenues from natural gas reached $475 million, compared to the estimated $459.92 million, representing a 5.1% year-over-year increase [4] - Gas revenues from Ameren Illinois Natural Gas totaled $411 million, exceeding the average estimate of $400.24 million, with a year-over-year change of 5.1% [4] - Operating revenues from electric sources were $1.62 billion, surpassing the average estimate of $1.46 billion, indicating an 18.9% year-over-year increase [4] - Gas revenues from Ameren Missouri were reported at $64 million, exceeding the average estimate of $60.11 million, with a year-over-year change of 4.9% [4] Stock Performance - Ameren's shares have returned -1.6% over the past month, compared to a -0.7% 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 - 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 - 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]

Financial Performance - Camden (CPT) reported revenue of $390.57 million for the quarter ended March 2025, reflecting a year-over-year increase of 1.9% [1] - Earnings per share (EPS) for the quarter was $1.72, significantly higher than the $0.77 reported in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $388.01 million by 0.66% [1] - EPS also surpassed the consensus estimate of $1.68 by 2.38% [1] Key Metrics - Rental revenues amounted to $348.30 million, falling short of the seven-analyst average estimate of $388.26 million, but showing a year-over-year increase of 2% [4] - Net Earnings per Share (Diluted) was reported at $0.36, exceeding the average estimate of $0.32 based on six analysts [4] - Non-property income from interest and other sources was $0.01 million, significantly below the average estimate of $0.44 million [4] - Non-property income from fee and asset management reached $2.49 million, surpassing the average estimate of $1.47 million [4] - Total non-property income was reported at $3.70 million, exceeding the average estimate of $3.33 million [4] - Income/(loss) on deferred compensation plans was $1.20 million, slightly below the estimated $1.63 million [4] Stock Performance - Camden's shares have returned -7.3% over the past month, compared to a -0.7% change in the Zacks S&P 500 composite [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 - 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]

Core Viewpoint - Radian Group reported a first-quarter 2025 adjusted operating income of 99 cents per share, exceeding the Zacks Consensus Estimate by 4.2%, despite a year-over-year decrease of 3.9% in earnings [1] Financial Performance - Operating revenues remained flat year over year at $306 million, missing the Zacks Consensus Estimate by 6.4% [2] - Net premiums earned were $234 million, unchanged from the previous year, while net investment income decreased by 0.9% year over year to $68.6 million [2] - Mortgage insurance new insurance written fell by 17.7% year over year to $9.5 billion [2] - Primary mortgage insurance in force reached an all-time high of $274.2 billion, reflecting a 1.2% increase year over year [2] Persistency and Delinquency - Persistency, defined as the percentage of mortgage insurance in force after 12 months, was 83.7%, down 60 basis points year over year [3] - Primary delinquent loans increased by 9.2% year over year to 22,758, while the default rate improved to 2.3% due to favorable credit trends [3] Expense and Loss Ratios - Total expenses rose by 7.4% year over year to $125.7 million, primarily due to higher provisions for losses [3] - The loss ratio for the first quarter was 7%, compared to 3% in the same quarter last year, while the expense ratio improved by 20 basis points to 24.8 [4] Segment Performance - The Mortgage segment's total revenues were $284.3 million, a decrease of 0.3% year over year, with net premiums earned remaining flat at $234 million [5] - Claims paid in the Mortgage segment increased by 33.3% year over year to $4 million, resulting in a loss ratio of 6.6% compared to -2.9% in the prior year [5] - The All Other segment reported revenues of $36 million, up 4.4% year over year, with net premiums earned increasing by 41.8% to $2.6 million [6] Financial Position - As of March 31, 2025, Radian Group had a cash balance of $28.2 million, down 41% from the end of 2024 [7] - The debt-to-capital ratio increased by 20 basis points to 18.9% from the end of 2024 [7] - Book value per share rose by 11% year over year to $32.48 [7] - The adjusted net operating return on equity was 12.7%, a contraction of 140 basis points [7] Shareholder Returns - In the first quarter of 2025, Radian repurchased 6.5 million shares for $207 million, with remaining purchase authority of up to $336 million [10] - A quarterly dividend of 25.5 cents per share was declared in the first quarter of 2025 [10]

Core Points - Huntington Ingalls Industries, Inc. (HII) reported first-quarter 2025 earnings of $3.79 per share, a decline of 2.1% from $3.87 in the prior-year quarter, but exceeded the Zacks Consensus Estimate of $2.90 by 30.7% [1] - Total revenues for the quarter were $2.73 billion, missing the Zacks Consensus Estimate of $2.79 billion by 2% and declining 2.5% from $2.81 billion in the year-ago quarter due to lower sales volume across all business segments [2] Operational Performance - Segmental operating income was $171 million, slightly up from $170 million in the first quarter of 2024, with an operating margin expansion of 19 basis points to 6.3% [3] - The increase in operating income was mainly driven by better performance in the Newport News Shipbuilding and Mission Technologies units [3] Orders and Backlog - HII received orders worth $2.1 billion in the first quarter of 2025, resulting in a total backlog of $48 billion as of March 31, 2025, down from $48.7 billion as of December 31, 2024 [4] Segmental Performance - Newport News Shipbuilding: Revenues totaled $1.40 billion, down 2.6% year over year, with operating income of $85 million, up 3.7% year over year due to contract incentives from the Virginia-class submarine program [5] - Ingalls Shipbuilding: Revenues were $637 million, down 2.7% year over year, with operating earnings of $46 million, down 23.3% year over year due to lower performance in amphibious assault ships [6] - Mission Technologies: Revenues totaled $735 million, down 2% year over year, with operating income increasing 42.9% year over year to $40 million, driven by higher performance in cyber, electronic warfare & space, and uncrewed systems [6][7] Financial Update - Cash and cash equivalents as of March 31, 2025, were $167 million, significantly down from $831 million as of December 31, 2024 [8] - Long-term debt remained at $2.70 billion as of March 31, 2025, consistent with the end of 2024 [8] - Cash used in operating activities was $395 million compared to $202 million a year ago [8] - Free cash outflow was $462 million in the first quarter of 2025, higher than $274 million in the prior-year period [9] 2025 Guidance - HII reaffirmed its 2025 guidance, expecting shipbuilding revenues in the range of $8.9-$9.1 billion and Mission Technologies revenues in the range of $2.9-$3.1 billion [10] - The company projects free cash flow to be between $300-$500 million [10]