Core Viewpoint - Analysts expect Kohl's to report a quarterly loss of -$0.19 per share, indicating a year-over-year decline of 195% with revenues projected at $3.49 billion, down 5.9% from the previous year [1] Earnings Estimates - Revisions to earnings estimates are crucial for predicting investor actions, with empirical research showing a strong correlation between earnings estimate trends and short-term stock performance [2] Key Metrics Projections - Analysts predict 'Other revenue' to reach $166.82 million, reflecting a year-over-year change of -17.8% [4] - 'Net Sales' are expected to be $3.32 billion, indicating a decline of -5.2% from the prior-year quarter [4] - 'Revenue Recognition- Accessories' is projected at $670.83 million, suggesting a year-over-year increase of +3.2% [4] - 'Revenue Recognition- Children's' is estimated at $427.08 million, down -12.1% year over year [5] - 'Revenue Recognition- Footwear' is expected to be $274.17 million, indicating a decline of -16.4% from the previous year [5] - 'Revenue Recognition- Men's' is projected at $668.96 million, reflecting a change of -4.6% from the prior-year quarter [6] - 'Revenue Recognition- Women's' is expected to be $832.42 million, indicating a year-over-year change of -4.2% [6] - 'Revenue Recognition- Home' is projected at $443.00 million, reflecting a change of -6.3% from the prior-year quarter [6] Store Metrics - The consensus estimate for the total number of stores stands at 1,153, down from 1,178 in the same quarter last year [7] Stock Performance - Over the past month, Kohl's shares have recorded a return of -7.6%, compared to the Zacks S&P 500 composite's -0.3% change, indicating a performance that aligns with the overall market [7]

Core Insights - Amer Sports, Inc. reported better-than-expected third-quarter financial results and raised its FY25 guidance above estimates [1][3] Financial Performance - The company reported third-quarter adjusted earnings per share of 33 cents, exceeding the analyst consensus estimate of 25 cents [1] - Quarterly sales reached $1.756 billion, reflecting a 30% year-over-year increase, surpassing the Street view of $1.710 billion [1] Segment Performance - All three segments performed exceptionally well, driven by strong growth in Salomon footwear, a reacceleration in Arc'teryx omni-comp, and solid growth from Wilson Tennis 360 and Winter Sports Equipment franchises [2] Guidance Update - Amer Sports raised its 2025 GAAP earnings guidance to a range of 88 cents to 92 cents per share, up from the previous range of 77 cents to 82 cents, now above the 78-cent analyst estimate [3] - The company also increased its 2025 sales forecast to $6.375 billion to $6.427 billion, compared to the previous range of $6.22 billion to $6.27 billion, aligning with the $6.361 billion consensus [3] Market Reaction - Following the earnings announcement, Amer Sports shares rose by 5% to trade at $34.98 [3] Analyst Ratings - Evercore ISI Group analyst Michael Binetti maintained an Outperform rating and raised the price target from $43 to $46 [5] - UBS analyst Jay Sole maintained a Buy rating and increased the price target from $52 to $54 [5]

Core Insights - Wall Street analysts anticipate Woodward (WWD) to report quarterly earnings of $1.83 per share, reflecting a year-over-year increase of 29.8% [1] - Expected revenues for the quarter are $935.8 million, which represents a 9.5% increase from the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1] Revenue Estimates - Analysts project 'Segment external net sales- Industrial' to be $303.48 million, indicating a 0.6% increase year-over-year [4] - 'Segment external net sales- Aerospace' is expected to reach $632.12 million, reflecting a 14.4% increase from the previous year [4] Aerospace Segment Insights - 'Aerospace segment net sales- Defense aftermarket' is estimated at $63.43 million, suggesting a 7.5% year-over-year increase [5] - 'Aerospace segment net sales- Commercial aftermarket' is projected to be $213.53 million, indicating a 22.7% increase from the year-ago quarter [5] - 'Aerospace segment net sales- Commercial OEM' is forecasted at $200.93 million, reflecting a 3.6% increase year-over-year [6] - 'Aerospace segment net sales- Defense OEM' is expected to reach $155.01 million, suggesting a 23% increase year-over-year [6] Earnings Estimates - 'Segment earnings- Aerospace' is expected to be $141.20 million, up from $106.00 million reported in the same quarter last year [7] - 'Segment earnings (loss)- Industrial' is estimated at $43.64 million, compared to $38.00 million reported in the same quarter last year [7] Stock Performance - Over the past month, Woodward shares have returned +1.4%, while the Zacks S&P 500 composite has seen a -0.6% change [7] - Woodward currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [7]

Core Insights - Analysts project Agilent Technologies will report quarterly earnings of $1.59 per share, an increase of 8.9% year over year, with revenues expected to reach $1.83 billion, up 7.8% from the same quarter last year [1] Revenue Estimates - Net Revenue from the Life Sciences and Diagnostics Markets Segment is estimated at $728.07 million, reflecting a year-over-year decline of 12.6% [4] - Net Revenue from the Agilent Crosslab Group is projected to be $750.83 million, indicating a significant increase of 76.3% year over year [4] - Revenue from the Chemical and Advanced Materials end market is expected to reach $410.16 million, showing a growth of 6.5% from the prior-year quarter [5] - Revenue from the Environmental and Forensics end market is forecasted at $180.82 million, representing a 10.3% increase from the prior-year quarter [5] - Revenue from the Diagnostics and Clinical end market is estimated at $266.56 million, indicating a year-over-year growth of 4.5% [6] - Revenue from the Academia and Government end market is projected to be $158.45 million, reflecting a change of 5.6% from the prior-year quarter [6] - Revenue from the Pharmaceutical end market is expected to reach $645.74 million, indicating an increase of 8.5% from the prior-year quarter [7] - Revenue from the Food end market is projected at $164.74 million, reflecting an increase of 8.4% from the prior-year quarter [7] Market Performance - Agilent shares have shown a return of -1.3% over the past month, compared to a -0.6% change in the Zacks S&P 500 composite [7] - Agilent holds a Zacks Rank 3 (Hold), suggesting it is expected to mirror overall market performance in the near future [7]

Core Viewpoint - Analysts project that Amer Sports, Inc. will report quarterly earnings of $0.25 per share, reflecting a year-over-year increase of 78.6%, with revenues expected to reach $1.73 billion, up 27.7% from the same quarter last year [1]. Earnings Projections - The consensus EPS estimate has been revised 1.8% lower over the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts estimate 'Segment Revenue- Technical Apparel' at $657.53 million, a year-over-year increase of 26.5% [5]. - 'Segment Revenue- Outdoor Performance' is projected at $717.29 million, reflecting a 34.3% increase from the previous year [5]. - 'Channel Revenues- DTC' is expected to reach $708.95 million, indicating a 47.7% year-over-year change [5]. - 'Channel Revenues- Wholesale' is forecasted at $986.92 million, showing a 12.9% increase [6]. - 'Segment Revenue- Ball & Racquet Sports' is estimated at $321.05 million, a 7% increase [6]. - 'Geographic Revenues- Asia Pacific' is projected at $218.99 million, reflecting a significant 75.2% increase [6]. - 'Geographic Revenues- Greater China' is expected to be $437.22 million, a 39.7% increase [7]. - 'Geographic Revenues- EMEA' is projected at $495.75 million, indicating a 15.6% year-over-year change [7]. - 'Geographic Revenues- Americas' is expected to reach $540.58 million, a 10.8% increase [7]. Operating Profit Estimates - 'Adjusted Operating Profit- Technical Apparel' is estimated at $130.87 million, up from $104.00 million in the previous year [8]. - 'Adjusted Operating Profit- Ball & Racquet Sports' is projected at $22.57 million, compared to $21.00 million in the same quarter last year [8]. - 'Adjusted Operating Profit- Outdoor Performance' is expected to be $114.31 million, an increase from $93.00 million in the prior year [9]. Stock Performance - Amer Sports, Inc. shares have decreased by 2.1% over the past month, contrasting with the Zacks S&P 500 composite's increase of 4.6% [10]. - The company holds a Zacks Rank 1 (Strong Buy), indicating expectations of outperforming the overall market in the near term [10].

Core Insights - JD.com is set to release its quarterly earnings on November 13, 2025, with expectations of an EPS of $0.46 and revenue around $41.3 billion, driven by strong retail momentum and revenue growth [1][6] - The company has received a Zacks Rank 2 (Buy) upgrade, indicating positive sentiment regarding its earnings outlook, supported by an upward trend in earnings estimates [2][6] - Despite anticipated revenue growth of 11.4% year-over-year, JD's earnings are projected to decline by 62.9% due to ongoing investments in food delivery and logistics [3][6] Financial Metrics - JD's current stock price is $32, with a forward P/E ratio of 11.95x, a P/E ratio of 8.27, and a price-to-sales ratio of 0.25, indicating a competitive position in the market [4] - The company's debt-to-equity ratio is 0.44, suggesting manageable debt levels, and a current ratio of 1.22 indicates a strong ability to meet short-term obligations [5] - An earnings yield of 12.09% highlights JD's potential for substantial earnings relative to its share price, positioning the company favorably for market performance [5]

Core Viewpoint - Beijing Bank reported a slight decline in revenue and a modest increase in net profit for Q3 2025, indicating mixed performance amid market fluctuations and changing interest rates [1][2]. Revenue Summary - Revenue for Q3 2025 decreased by 0.3% year-on-year, a decline of 2.2 percentage points compared to the first half of 2025 [1]. - Net interest income increased by 1.8% year-on-year, with a quarterly growth of 1.1%, driven by an expansion in the asset base [1][2]. - Fee income grew by 16.9%, although this was a slowdown from 20.4% in the first half of 2025 [1][2]. - Other non-interest income saw a significant decline of 12.8% year-on-year, worsening from a decline of 0.8% in the first half of 2025 [1][2]. Profit Summary - Net profit for the first three quarters of 2025 increased by 2.2% year-on-year, down from 3.3% in the first half of 2025 [1][2]. - The contribution from scale, interest margin, costs, provisions, and taxes improved marginally, while the contributions from fees and other non-interest income declined [1][2]. Asset and Liability Management - The bank's interest-earning assets increased by 3.2% quarter-on-quarter, but there was a contraction in credit issuance during Q3 2025, with a reduction of 17.81 billion [2]. - Total loans as a percentage of interest-earning assets decreased by 1.9 percentage points to 49% [2]. - Deposits decreased by 19.515 billion in Q3 2025, with a year-on-year reduction of 76.022 billion [2]. Asset Quality - The non-performing loan (NPL) ratio improved to 1.29%, with a quarterly decrease of 1 basis point [2]. - The cumulative NPL generation rate for the first three quarters was 0.90%, down 10 basis points from the first half of 2025 [2]. - The provision coverage ratio increased to 195.79%, up 5 basis points quarter-on-quarter [2]. Profit Forecast and Valuation - Revenue forecasts for 2025, 2026, and 2027 are projected at 70.304 billion, 72.539 billion, and 76.075 billion respectively, with year-on-year growth rates of 0.6%, 3.2%, and 4.9% [3]. - Net profit forecasts for the same years are 26.423 billion, 27.575 billion, and 28.535 billion, with year-on-year growth rates of 2.3%, 4.4%, and 3.5% [3]. - The bank's price-to-book (PB) ratio is estimated at 0.43X, 0.39X, and 0.36X for 2025, 2026, and 2027, indicating a favorable valuation compared to peers [4]. Investment Recommendations - The bank's competitive advantages include a leading asset scale among listed city commercial banks, a strong regional presence, and a focus on technology-driven financial services [4]. - The low cost of liabilities positions the bank well to maintain its expansion capabilities in a low-interest-rate environment [4]. - The bank is recommended for an "overweight" rating based on its solid fundamentals and growth prospects [4].

Core Insights - Peloton Interactive, Inc. (PTON) reported first-quarter fiscal 2026 results, with earnings and revenues exceeding expectations, although revenues declined year over year while earnings increased [1][4][10] Financial Performance - Adjusted earnings per share (EPS) for Q1 was 3 cents, surpassing the Zacks Consensus Estimate of breakeven earnings, compared to breakeven EPS in the prior-year quarter [4][10] - Quarterly revenues reached $551 million, exceeding the consensus mark of $541 million by 1.8%, but reflecting a 6% decline year over year [4][10] - Connected Fitness segment revenues were $152.4 million, down from $159.6 million in the prior-year quarter, while subscription revenues were $398.4 million, down from $426.3 million [5] Operating Metrics - Peloton had 2.73 million Ending Paid Connected Fitness Subscriptions, a 6% decline year over year, with an average net monthly churn of 1.6% [6] - The company registered 542 thousand Peloton App subscribers, reflecting a net decrease of 8% year over year [6] Margin Performance - Operating expenses decreased by 17% year over year to $242.4 million, while gross profit totaled $283.7 million, down 7% year over year [7] - Gross margin contracted by 30 basis points to 51.5%, attributed to a $13.5 million inventory accrual related to Bike+ seat-post costs [7] - Subscription gross margin improved by 80 basis points to 68.6%, while Connected Fitness Products margin decreased by 230 basis points to 6.9% [7] Adjusted EBITDA - Adjusted EBITDA for the quarter was $118.3 million, up 2% year over year, exceeding management's guidance by $18 million due to lower operating costs and improved execution [8][10] Balance Sheet & Cash Flow - As of September 30, 2025, Peloton held $1.10 billion in cash and cash equivalents, an increase from $1.04 billion at the end of fiscal 2025 [11] - Net debt decreased to $395.1 million from $777.3 million in the prior-year period [11] - Net cash provided by operating activities was $71.9 million, up from $12.5 million in the prior-year quarter, while free cash flow was $67.4 million compared to $10.7 million previously [12][11] Outlook - For Q2 fiscal 2026, Peloton expects revenues between $665 million and $685 million, indicating a slight year-over-year growth at the midpoint, with paid connected fitness subscriptions projected to decline by 8% [13] - The company anticipates fiscal 2026 revenues between $2.4 billion and $2.5 billion, reflecting a 2% year-over-year decline at the midpoint, with adjusted EBITDA expected to rise by 12% year over year [15]

Core Insights - European Wax Center, Inc. (EWCZ) is expected to report quarterly earnings of $0.14 per share, reflecting a year-over-year increase of 16.7% [1] - Revenue projections for the upcoming quarter are estimated at $52.79 million, which represents a decline of 4.8% compared to the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1] Revenue Estimates - The consensus estimate for 'Revenue- Marketing fees' is projected at $7.58 million, indicating a slight decrease of 0.3% year over year [3] - Analysts estimate 'Revenue- Royalty fees' to be $13.15 million, reflecting a decrease of 2% from the previous year [4] - 'Revenue- Product sales' is projected to reach $29.26 million, which is a decline of 7.7% from the year-ago quarter [4] Operational Metrics - The consensus among analysts is that the 'Ending center count' will be 1,044, down from 1,064 reported in the same quarter last year [4] - Shares of European Wax Center have increased by 8.2% over the past month, contrasting with a slight decline of 0.2% in the Zacks S&P 500 composite [5] - EWCZ holds a Zacks Rank of 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [5]

分组1 - Hudson Pacific Properties (HPP) reported quarterly funds from operations (FFO) of $0.04 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, but down from $0.1 per share a year ago, resulting in an FFO surprise of +100.00% [1] - The company posted revenues of $186.62 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.8%, compared to year-ago revenues of $200.39 million [2] - Hudson Pacific has surpassed consensus FFO estimates in all four of the last quarters, while it has only topped consensus revenue estimates once in the same period [2] 分组2 - The stock has underperformed the market, losing about 25.7% since the beginning of the year, while the S&P 500 has gained 15.1% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the outlook for FFO [4][6] - The current consensus FFO estimate for the coming quarter is $0.02 on revenues of $191.71 million, and for the current fiscal year, it is $0.15 on revenues of $751.54 million [7] 分组3 - The Zacks Industry Rank indicates that the REIT and Equity Trust - Other industry is currently in the top 34% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions, which can be tracked by investors [5]