Core Insights - Camping World (CWH) reported $1.81 billion in revenue for Q3 2025, a year-over-year increase of 4.7% and a surprise of +0.58% over the Zacks Consensus Estimate of $1.8 billion [1] - The EPS for the quarter was $0.43, significantly higher than $0.13 a year ago, with a surprise of +19.44% compared to the consensus estimate of $0.36 [1] Financial Performance - Unit sales of new vehicles were 20,286, below the average estimate of 22,018 [4] - Average selling price for used vehicles was $31,512, lower than the estimated $32,714.65 [4] - Average selling price for new vehicles was $37,798, exceeding the estimate of $36,053.57 [4] - Unit sales of used vehicles reached 18,694, surpassing the average estimate of 16,267 [4] - Revenue from Good Sam Services and Plans was $52.51 million, slightly below the estimate of $53.55 million, with a year-over-year change of +3.3% [4] - Revenue from RV and Outdoor Retail for new vehicles was $766.78 million, significantly lower than the estimate of $828.85 million, representing a year-over-year decline of -7.1% [4] - Revenue from RV and Outdoor Retail for used vehicles was $589.09 million, exceeding the estimate of $525.01 million, with a year-over-year increase of +31.7% [4] - Revenue from RV and Outdoor Retail for Good Sam Club was $10.81 million, below the estimate of $11.73 million, reflecting a year-over-year change of -0.8% [4] - Revenue from RV and Outdoor Retail Finance and insurance, net, was $178.3 million, slightly above the estimate of $176.24 million, with a year-over-year increase of +7.2% [4] - Total revenue from RV and Outdoor Retail was $1.75 billion, below the estimate of $1.77 billion, with a year-over-year change of +4.8% [4] - Revenue from RV and Outdoor Retail Products, service, and other was $208.63 million, lower than the estimate of $227.9 million, representing a year-over-year decline of -7.2% [4] - Gross profit from RV and Outdoor Retail Products, Service, and Other was $94.21 million, below the average estimate of $108.77 million [4] Stock Performance - Shares of Camping World have returned +1.7% over the past month, compared to 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]

Core Insights - Cheesecake Factory reported revenue of $907.23 million for the quarter ended September 2025, marking a year-over-year increase of 4.8% and an EPS of $0.68 compared to $0.58 a year ago, with an EPS surprise of +13.33% [1] - The revenue fell short of the Zacks Consensus Estimate of $912.96 million by -0.63% [1] Financial Performance Metrics - Comparable restaurant sales for The Cheesecake Factory were 0.3%, below the seven-analyst average estimate of 1.2% [4] - The number of company-owned restaurants for The Cheesecake Factory remained at 216, matching the seven-analyst average estimate [4] - Revenue for The Cheesecake Factory restaurants was $651.38 million, slightly below the $655.31 million estimated by six analysts, representing a year-over-year change of +0.6% [4] Other Business Segments - North Italia reported comparable restaurant sales of -3%, significantly lower than the average estimate of 0.3% [4] - Revenue for North Italia was $83.48 million, below the six-analyst average estimate of $84.85 million, but showed a year-over-year increase of +16.1% [4] - Revenue from Other segments was $94.35 million, exceeding the six-analyst average estimate of $91.61 million, with a year-over-year change of +19.7% [4]

Core Insights - Varonis Systems reported revenue of $161.58 million for the quarter ended September 2025, reflecting a year-over-year increase of 9.1% [1] - The earnings per share (EPS) was $0.06, down from $0.10 in the same quarter last year [1] - The reported revenue fell short of the Zacks Consensus Estimate of $166.08 million, resulting in a surprise of -2.71% [1] - The company did not deliver an EPS surprise, as the consensus EPS estimate was also $0.06 [1] Financial Metrics - Annual Recurring Revenues (ARR) were reported at $718.6 million, slightly below the estimated $721.1 million [4] - Maintenance and Services revenues were $10.94 million, significantly lower than the estimated $13.8 million, marking a year-over-year decline of -49.1% [4] - Term license subscriptions generated $24.81 million, compared to the average estimate of $28.88 million, representing a year-over-year decrease of -63.9% [4] - SaaS revenues were reported at $125.82 million, matching the three-analyst average estimate, with a substantial year-over-year increase of +117.7% [4] Stock Performance - Varonis shares have returned +5.7% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [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 - Beta Bionics, Inc. (BBNX) reported revenue of $27.25 million for the quarter ended September 2025, showing no change from the same period last year, with an EPS of -$0.33 compared to $0 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $23.92 million by +13.96%, while the EPS surprised positively by +26.67% against the consensus estimate of -$0.45 [1] Revenue Breakdown - Total DME channel revenue was $21.02 million, surpassing the average estimate of $16.22 million from two analysts [4] - Total PBP channel revenue reached $6.24 million, exceeding the average estimate of $5.65 million from two analysts [4] - PBP channel revenue from single-use products was $6.09 million, compared to the average estimate of $5.94 million [4] - DME channel revenue from single-use products was $6.84 million, exceeding the average estimate of $5.48 million [4] - PBP channel revenue from iLet was $0.15 million, below the average estimate of $0.5 million [4] - DME channel revenue from iLet was $14.18 million, surpassing the average estimate of $10.74 million [4] Stock Performance - Beta Bionics, Inc. shares have returned +19.6% over the past month, significantly outperforming the Zacks S&P 500 composite, which changed by +3.6% [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 - Wall Street anticipates a per-share loss of $5 for the third quarter [1] - Expected sales for the third quarter are projected at $22.6 billion [1]

Core Insights - CBRE Group reported $10.26 billion in revenue for Q3 2025, a 13.5% year-over-year increase, with EPS of $1.61 compared to $1.20 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Financial Performance - Revenue from Investment Management AUM was $155.80 billion, slightly below the average estimate of $159.26 billion [4] - Total revenue from Real Estate Investments was $211 million, significantly lower than the estimated $268.27 million, reflecting a -30.1% change year-over-year [4] - Revenue from Pass-through costs recognized as revenue was $4.21 billion, surpassing the average estimate of $4.18 billion, with a year-over-year increase of +13.3% [4] - Revenue from Building Operations & Experience was $5.79 billion, slightly above the average estimate of $5.76 billion [4] - Revenue from Project Management reached $2.03 billion, exceeding the estimated $1.84 billion [4] - Advisory Services revenue totaled $2.24 billion, below the average estimate of $2.04 billion, representing a -6.7% year-over-year change [4] Operating Metrics - Operating income from Building Operations & Experience was $177 million, lower than the average estimate of $243.31 million [4] - Total segment operating profit for Advisory Services was $374 million, compared to the average estimate of $418.46 million [4] Stock Performance - CBRE shares returned +4.2% over the past month, outperforming the Zacks S&P 500 composite's +0.2% change, with a Zacks Rank 2 (Buy) indicating potential for near-term outperformance [3]

Core Insights - Newmont Corporation reported a revenue of $5.52 billion for the quarter ended September 2025, marking a 20% increase year-over-year and exceeding the Zacks Consensus Estimate of $4.97 billion by 11.06% [1] - The company's earnings per share (EPS) reached $1.71, significantly up from $0.81 in the same quarter last year, and surpassed the consensus EPS estimate of $1.29 by 32.56% [1] Financial Performance - Newmont's stock has returned +4.2% over the past month, outperforming the Zacks S&P 500 composite's +0.2% change, and currently holds a Zacks Rank 1 (Strong Buy) [3] - Attributable gold production from Yanacocha was 152.00 Koz, exceeding the average estimate of 139.82 Koz [4] - Consolidated silver production was 7,000.00 Koz, slightly below the average estimate of 7,007.63 Koz [4] Geographic Revenue Breakdown - Nevada Gold Mines generated $893 million, surpassing the estimated $794.34 million, reflecting a year-over-year increase of 46.2% [4] - Peñasquito's revenue was $918 million, significantly higher than the estimated $633.57 million, representing a 93.3% year-over-year change [4] - Yanacocha's revenue reached $530 million, compared to the estimated $350.6 million, indicating a substantial increase of 140.9% year-over-year [4] - Cerro Negro reported $207 million in revenue, exceeding the estimated $176.03 million, with a year-over-year change of 38% [4] - Ahafo's revenue was $516 million, below the estimated $595.47 million, showing a decline of 6.4% year-over-year [4]

Core Insights - Wyndham Hotels reported a revenue of $382 million for the quarter ended September 2025, which is a decrease of 3.5% compared to the same period last year [1] - The company's EPS was $1.46, an increase from $1.39 in the year-ago quarter, resulting in an EPS surprise of +2.82% against a consensus estimate of $1.42 [1] - The reported revenue fell short of the Zacks Consensus Estimate of $402.09 million, indicating a surprise of -5% [1] Financial Performance Metrics - Total Rooms stood at 855,400, below the average estimate of 874,696 based on four analysts [4] - Total RevPAR was reported at $50.05, slightly lower than the average estimate of $50.57 from four analysts [4] - Fee-related and other revenues from royalties and franchise fees were $147 million, compared to the estimated $161.29 million, reflecting a year-over-year decline of -7.6% [4] - Marketing, reservation, and loyalty revenues were $149 million, below the average estimate of $159.31 million, marking a -7.5% change year-over-year [4] - Management and other fees generated $2 million, compared to the estimated $3 million, representing a significant year-over-year decline of -33.3% [4] - License and other fees reached $35 million, exceeding the estimated $33.83 million, with a year-over-year increase of +9.4% [4] - Other fee-related revenues amounted to $49 million, surpassing the average estimate of $42.13 million, showing a year-over-year growth of +25.6% [4] Stock Performance - Wyndham's shares have returned -1.8% over the past month, contrasting with the Zacks S&P 500 composite's +1.1% 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 - Globe Life reported $1.52 billion in revenue for Q3 2025, a 4.1% year-over-year increase, with an EPS of $4.81 compared to $3.49 a year ago [1] - The revenue matched the Zacks Consensus Estimate, but the EPS exceeded expectations by 5.95% [1] Revenue Breakdown - Total premium revenue was $1.23 billion, slightly below the average estimate of $1.24 billion, reflecting a 5% year-over-year increase [4] - Net investment income was $286.01 million, marginally below the estimate of $286.47 million, with a 0.4% year-over-year change [4] - Life premium revenue reached $844.48 million, compared to the estimate of $852 million, marking a 3.2% year-over-year increase [4] - Health premium revenue was $386.52 million, exceeding the estimate of $382.7 million, with a 9.2% year-over-year increase [4] Underwriting Margins - Life Underwriting Margin for Other was $36.45 million, above the estimate of $34.24 million, showing a 10.6% year-over-year increase [4] - Life Underwriting Margin for Liberty National was $70.29 million, significantly above the estimate of $49.32 million, reflecting a 57.2% year-over-year increase [4] - Life Underwriting Margin for Direct to Consumer was $113.74 million, exceeding the estimate of $107.06 million, with a 28.9% year-over-year increase [4] - Life Underwriting Margin for American Income was $261.12 million, slightly below the estimate of $261.23 million, representing an 18% year-over-year increase [4] Other Income - Other income reported was $0.96 million, significantly above the estimate of $0.07 million, indicating a 2173.8% year-over-year increase [4] Stock Performance - Globe Life shares have returned -7.2% over the past month, while the Zacks S&P 500 composite increased by 1.1% [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]

O'Reilly Automotive (ORLY) reported $4.71 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 7.8%. EPS of $0.85 for the same period compares to $0.76 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $4.7 billion, representing a surprise of +0.21%. The company delivered an EPS surprise of +2.41%, with the consensus EPS estimate being $0.83.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...