Core Insights - Itron reported revenue of $581.63 million for Q3 2025, a year-over-year decline of 5.5%, with EPS at $1.54 compared to $1.84 a year ago, indicating a slight surprise over estimates [1] - The revenue exceeded the Zacks Consensus Estimate of $576.45 million by 0.9%, while the EPS surpassed the consensus estimate of $1.48 by 4.05% [1] Revenue Breakdown - Device Solutions revenue was $103.62 million, below the average estimate of $111.07 million, reflecting a year-over-year decline of 15.6% [4] - Networked Solutions revenue reached $393.7 million, slightly above the average estimate of $383.53 million, with a year-over-year decline of 5.5% [4] - Outcomes revenue was $84.3 million, exceeding the average estimate of $82.67 million, showing a year-over-year increase of 10.9% [4] - Total Product Revenue was $494.32 million, below the average estimate of $499.62 million, representing an 8.2% decline year-over-year [4] - Total Service Revenue was $87.3 million, surpassing the average estimate of $77.03 million, with a year-over-year increase of 13.1% [4] Performance Metrics - Itron's shares returned +12.9% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The company holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - XPO reported revenue of $2.11 billion for the quarter ended September 2025, reflecting a year-over-year increase of 2.8% and surpassing the Zacks Consensus Estimate by 2.12% [1] - Earnings per share (EPS) for the quarter was $1.07, up from $1.02 in the same quarter last year, exceeding the consensus EPS estimate by 5.94% [1] Financial Performance Metrics - Adjusted operating ratio was 82.7%, slightly better than the average estimate of 82.9% [4] - Shipments per day were reported at 50,094, exceeding the average estimate of 49,657 [4] - Gross revenue per hundredweight (excluding fuel surcharges) was $25.77, close to the average estimate of $25.80 [4] - Revenue from the European Transportation Segment reached $857 million, outperforming the average estimate of $823.81 million, with a year-over-year increase of 6.7% [4] - Revenue from the North American Less-Than-Truckload Segment was $1.26 billion, slightly above the estimated $1.25 billion, representing a 0.3% increase year-over-year [4] Stock Performance - XPO shares have returned -1.7% over the past month, while the Zacks S&P 500 composite increased by 3.6% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance compared to the broader market in the near term [3]

Core Insights - Cigna reported a revenue of $69.57 billion for the quarter ended September 2025, reflecting a year-over-year increase of 9.2% and surpassing the Zacks Consensus Estimate of $67.16 billion by 3.59% [1] - The company's EPS for the quarter was $7.83, an increase from $7.51 in the same quarter last year, also exceeding the consensus estimate of $7.70 by 1.69% [1] Financial Performance Metrics - Medical Care Ratio was reported at 84.8%, slightly above the average estimate of 84.2% [4] - Pharmacy claim volume reached 558 million, exceeding the average estimate of 546.6 million [4] - Total Medical Customers stood at 18.06 million, matching the average estimate [4] - Net investment income was $233 million, below the average estimate of $245.97 million but showing a significant year-over-year increase of 174.1% [4] - Pharmacy revenues were $56.05 billion, surpassing the average estimate of $53.14 billion with a year-over-year growth of 16.1% [4] - Premium revenues were reported at $9.08 billion, slightly above the average estimate of $9.03 billion, but reflecting a decline of 20.6% year-over-year [4] - Cigna Healthcare revenues were $10.93 billion, slightly below the average estimate of $10.95 billion, representing an 18% year-over-year decline [4] - Revenues from Evernorth Health Services were $60.39 billion, exceeding the average estimate of $57.17 billion with a year-over-year increase of 15.1% [4] - Fees and Other revenues were $4.38 billion, above the average estimate of $4.29 billion, showing a year-over-year increase of 12.6% [4] - U.S. Commercial Stop Loss premiums were $1.91 billion, slightly below the average estimate of $1.92 billion, but reflecting a year-over-year increase of 13% [4] Stock Performance - Cigna's shares have returned +2.6% over the past month, compared to the Zacks S&P 500 composite's +3.6% change, indicating a performance in line with the broader market [3]

Core Insights - NewtekOne (NEWT) reported revenue of $74.94 million for the quarter ended September 2025, reflecting a year-over-year increase of 19.3% [1] - The earnings per share (EPS) for the quarter was $0.67, up from $0.45 in the same quarter last year, with an EPS surprise of +6.35% against the consensus estimate of $0.63 [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $76.33 million, resulting in a revenue surprise of -1.83% [1] Financial Performance Metrics - Efficiency Ratio stood at 56.3%, slightly above the average estimate of 55% based on two analysts [4] - Net interest income was reported at $14.55 million, lower than the average estimate of $16.89 million from three analysts [4] - Total noninterest income reached $60.39 million, exceeding the average estimate of $59.25 million from three analysts [4] - Noninterest income from servicing was $6.08 million, surpassing the average estimate of $5.49 million [4] - Noninterest income from net gains on sales of loans was $9.56 million, significantly below the average estimate of $21.79 million [4] - Electronic payment processing income was reported at $11.05 million, lower than the average estimate of $13.29 million [4] - Other noninterest income was $9.96 million, exceeding the average estimate of $8.86 million [4] - Dividend income was $0.43 million, slightly below the average estimate of $0.53 million [4] - Loan servicing asset revaluation resulted in a loss of $12.5 million, compared to the average estimate of a loss of $4.21 million [4] Stock Performance - Over the past month, NewtekOne shares have returned -5.4%, contrasting with the Zacks S&P 500 composite's increase of +3.8% [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 - Tenable reported revenue of $252.44 million for the quarter ended September 2025, reflecting an 11.2% increase year-over-year and surpassing the Zacks Consensus Estimate of $247.52 million by 1.99% [1] - The company's EPS for the quarter was $0.42, up from $0.32 in the same quarter last year, exceeding the consensus EPS estimate of $0.37 by 13.51% [1] Financial Performance Metrics - Current Billings were reported at $267.51 million, exceeding the six-analyst average estimate of $264.72 million [4] - Subscription revenue reached $232.21 million, compared to the estimated $228.77 million, marking an 11.3% increase year-over-year [4] - Revenue from Professional services and other was $9.14 million, surpassing the average estimate of $7.3 million, representing a significant 35.1% year-over-year growth [4] - Revenue from Perpetual license and maintenance was $11.09 million, slightly below the average estimate of $11.1 million, indicating a 5.8% decline year-over-year [4] Stock Performance - Tenable's shares have returned +4.1% over the past month, outperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Insights - TE Connectivity (TEL) reported a revenue of $4.75 billion for the quarter ended September 2025, marking a year-over-year increase of 16.7% and exceeding the Zacks Consensus Estimate of $4.55 billion by 4.28% [1] - The company's EPS for the same period was $2.44, up from $1.95 a year ago, surpassing the consensus EPS estimate of $2.29 by 6.55% [1] Financial Performance - Net Sales in Industrial Solutions reached $2.34 billion, exceeding the average estimate of $2.17 billion by four analysts, representing a significant year-over-year increase of 98% [4] - Net Sales in Transportation Solutions amounted to $2.41 billion, slightly above the estimated $2.38 billion, reflecting a year-over-year growth of 4.4% [4] - Adjusted Operating Income for Industrial Solutions was reported at $475 million, surpassing the average estimate of $424.51 million [4] - Adjusted Operating Income for Transportation Solutions was $468 million, slightly below the average estimate of $475.69 million [4] Stock Performance - TE Connectivity's shares have returned +7.8% over the past month, outperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Idex (IEX) reported revenue of $878.7 million for the quarter ended September 2025, reflecting a year-over-year increase of 10.1% and surpassing the Zacks Consensus Estimate by 2.37% [1] - Earnings per share (EPS) for the quarter was $2.03, up from $1.90 in the same quarter last year, exceeding the consensus EPS estimate of $1.93 by 5.18% [1] Financial Performance Metrics - Organic net sales increased by 5% year-over-year, outperforming the estimated 2.4% growth [4] - Net Sales in Fluid & Metering Technologies (FMT) reached $317.1 million, exceeding the average estimate of $305.75 million and representing a 5.4% increase year-over-year [4] - Intersegment sales eliminations were reported at $-1.3 million, better than the estimated $-1.56 million, showing an 18.8% decline compared to the previous year [4] - Net Sales in Fire & Safety/Diversified Products (FSDP) were $181.9 million, below the average estimate of $190.45 million, indicating a 3.2% decrease year-over-year [4] - Health & Science Technologies (HST) net sales were $381 million, surpassing the average estimate of $362.99 million, with a significant year-over-year increase of 22.5% [4] Adjusted EBITDA Performance - Adjusted EBITDA for Fluid & Metering Technologies (FMT) was $106.8 million, slightly above the average estimate of $103.59 million [4] - Corporate adjusted EBITDA was reported at $-21.7 million, better than the estimated $-26.16 million [4] - Adjusted EBITDA for Fire & Safety/Diversified Products (FSDP) was $49.3 million, below the average estimate of $55.1 million [4] - Health & Science Technologies (HST) adjusted EBITDA reached $105.4 million, exceeding the average estimate of $95.53 million [4] Stock Performance - Idex shares have returned +2.6% over the past month, compared to a +3.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Vimeo, Inc. reported revenue of $105.76 million for Q3 2025, reflecting a year-over-year increase of 1.1% and an EPS of -$0.01 compared to $0.05 a year ago, indicating a significant decline in profitability [1] - The revenue fell short of the Zacks Consensus Estimate of $106 million by 0.23%, and the EPS was below the consensus estimate of $0.03 by 133.33% [1] Financial Performance Metrics - Vimeo's stock has returned +0.5% over the past month, underperforming the Zacks S&P 500 composite, which increased by +3.6% [3] - The company holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Key Revenue Metrics - ARPU for Self-Serve was reported at $204.00, exceeding the estimated $198.55 [4] - ARPU for Vimeo Enterprise was $24,567.00, below the estimated $25,850.58 [4] - Revenue from Other was $1.6 million, slightly above the estimated $1.57 million, but showed a significant year-over-year decline of 89.3% [4] - Revenue from Vimeo Enterprise was $25.5 million, below the estimated $27.03 million, but represented a year-over-year increase of 17.7% [4] - Revenue from Add-Ons was $8.03 million, surpassing the estimated $7.69 million [4] - Revenue from Self-Serve was $58.74 million, exceeding the estimated $57.55 million [4] - Revenue from OTT was $11.88 million, slightly below the estimated $12.3 million [4]

Flowserve (FLS) reported $1.17 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 3.7%. EPS of $0.90 for the same period compares to $0.62 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.21 billion, representing a surprise of -2.8%. The company delivered an EPS surprise of +12.5%, with the consensus EPS estimate being $0.80.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...

Core Insights - Modine reported revenue of $738.9 million for the quarter ended September 2025, reflecting a 12.3% increase year-over-year and a surprise of +7.02% over the Zacks Consensus Estimate of $690.47 million [1] - Earnings per share (EPS) for the quarter was $1.06, compared to $0.97 in the same quarter last year, resulting in an EPS surprise of +9.28% against the consensus estimate of $0.97 [1] Revenue Performance - Net Sales in Climate Solutions reached $454.4 million, exceeding the estimated $424.63 million, marking a 24% increase compared to the previous year [4] - Net Sales in Performance Technologies were $286.3 million, slightly below the estimated $269.59 million, representing a decrease of 3.8% year-over-year [4] - Corporate and eliminations reported net sales of $-1.8 million, better than the estimated $-5.2 million, showing a significant improvement of 69.5% compared to the year-ago quarter [4] EBITDA Analysis - Adjusted EBITDA for Climate Solutions was $76 million, slightly below the average estimate of $79.81 million from two analysts [4] - Adjusted EBITDA for Corporate and eliminations was $-14.4 million, better than the estimated $-17.82 million [4] - Adjusted EBITDA for Performance Technologies was $42.2 million, exceeding the average estimate of $37.04 million from two analysts [4] Stock Performance - Modine's shares have returned +15.5% over the past month, outperforming the Zacks S&P 500 composite's +3.6% 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]