Financial Performance - For the quarter ended March 2025, Telephone & Data Systems (TDS) reported revenue of $1.15 billion, down 8.6% year-over-year [1] - EPS came in at -$0.09, compared to $0.10 in the year-ago quarter, representing a significant decline [1] - The reported revenue was a surprise of -3.24% compared to the Zacks Consensus Estimate of $1.19 billion, and the EPS surprise was -350.00% against the consensus estimate of -$0.02 [1] Key Metrics - US Cellular Postpaid ARPU was $52.06, slightly below the estimated $52.37 [4] - US Cellular Retail Connections Prepaid reported a net loss of 17 thousand, worse than the estimated loss of 13.5 thousand [4] - US Cellular Postpaid Churn rate was 1.2%, matching the average estimate [4] - Total Retail Connections Postpaid at the end of the period was 3.95 million, in line with the average estimate [4] Revenue Breakdown - Operating Revenues for U.S. Cellular were $891 million, below the average estimate of $923.79 million, reflecting a year-over-year change of -6.2% [4] - Operating Revenues for TDS Telecom were $257 million, slightly below the estimated $262.13 million, representing a -3.4% change year-over-year [4] - TDS Telecom Service- Wholesale revenues were $39 million, compared to the average estimate of $42.79 million, indicating an -11.4% year-over-year change [4] - TDS Telecom Service revenues were $256 million, below the estimated $261.09 million, with a -3.9% change year-over-year [4] - Operating Revenues from all other sources were $6 million, significantly below the estimated $10.03 million, representing an -87% change year-over-year [4] - TDS Telecom Service Residential - Wireline, Expansion revenues were $34 million, exceeding the average estimate of $32.20 million, with a year-over-year change of +30.8% [4] - TDS Telecom Service Residential - Cable revenues were $64 million, slightly below the estimated $64.63 million, reflecting an -8.6% change year-over-year [4] - U.S. Cellular Equipment and product sales were $150 million, significantly below the estimated $197.91 million, representing a -23.7% change year-over-year [4] Stock Performance - Shares of TDS have returned -0.6% over the past month, compared to the Zacks S&P 500 composite's -0.5% 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 - Arthur J. Gallagher & Co. (AJG) reported first-quarter 2025 adjusted net earnings of $3.67 per share, exceeding the Zacks Consensus Estimate by 2.8% and reflecting a year-over-year increase of 6.3% [1] - Total revenues reached $3.7 billion, marking a 16% year-over-year growth, although it fell short of the Zacks Consensus Estimate by 1.7% [2] Financial Performance - Total expenses increased by 15% year over year to $2.8 billion, driven by higher compensation and operating costs [3] - Adjusted EBITDAC grew 24.3% from the prior-year quarter to $1.4 billion [3] Segment Results - Brokerage segment reported adjusted revenues of $3.3 billion, up 17.3% year over year, but missed the Zacks Consensus Estimate by 2% [4] - Adjusted EBITDAC for the brokerage segment climbed 27.8% to $1.4 billion, with a margin expansion of 360 basis points to 43.4% [4] - Risk Management segment saw adjusted revenues increase by 6.1% year over year to $373.2 million, but also missed the Zacks Consensus Estimate by 2.3% [5] - Adjusted EBITDAC for the Risk Management segment rose 5.2% year over year to $76.5 million, with a margin contraction of 20 basis points to 20.5% [5] Financial Update - As of March 31, 2025, total assets were $74.1 billion, a 15.3% increase from the end of 2024 [7] - Cash and cash equivalents increased by 11.4% to $16.7 billion from the end of 2024 [7] - Shareholders' equity rose by 10.8% to $22.3 billion as of March 31, 2025, compared to December 31, 2024 [7] Acquisition Activity - In the reported quarter, the company completed 10 acquisitions with estimated annualized revenues of $62.7 million [9]

Core Insights - Eversource Energy (ES) reported first-quarter 2025 adjusted earnings of $1.50 per share, matching the Zacks Consensus Estimate, with a slight increase of 0.7% from the previous year's $1.49 [1] - Total revenues reached $4.12 billion, exceeding the Zacks Consensus Estimate of $3.65 billion by 12.7%, and reflecting a year-over-year increase of 23.7% from $3.33 billion [1] Financial Performance - Total operating expenses were $3.19 billion, up 28.1% year over year, driven by higher costs in purchased power, natural gas, transmission, operations, maintenance, and depreciation [2] - Operating income was reported at $926.4 million, an increase of 9.5% year over year [2] - Interest expenses rose to $300.8 million, marking a 20% increase compared to the prior year [2] Segment Performance - Electric Transmission segment earnings totaled $199.4 million, up 12.8% year over year, attributed to increased investment in the transmission system [3] - Electric Distribution segment earnings were $188.4 million, up 12.1% year over year, due to higher revenues from base distribution rate increases in New Hampshire and Massachusetts [3] - Natural Gas Distribution reported earnings of $218.4 million, an increase from $190.6 million in the previous year [4] - Water Distribution earnings decreased to $3.6 million from $5.4 million in the year-ago quarter [4] - The Eversource Parent & Other Companies segment reported a loss of $59 million, wider than the previous year's loss of $19 million, primarily due to higher interest expenses [5] Guidance and Future Outlook - Eversource Energy expects 2025 earnings in the range of $4.67-$4.82 per share, with the Zacks Consensus Estimate at $4.73 per share [6] - The company anticipates a long-term EPS growth rate of 5% to 7% through 2029, using $4.57 (in 2024) as a base [6] - Planned capital investments are projected to be nearly $24.2 billion for the period 2025-2029 [6] Zacks Rank - Eversource Energy currently holds a Zacks Rank 3 (Hold) [7]

For the quarter ended March 2025, MasTec (MTZ) reported revenue of $2.85 billion, up 6% over the same period last year. EPS came in at $0.51, compared to -$0.13 in the year-ago quarter.The reported revenue represents a surprise of +4.73% over the Zacks Consensus Estimate of $2.72 billion. With the consensus EPS estimate being $0.34, the EPS surprise was +50.00%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations ...

Core Insights - Tree.com reported revenue of $239.7 million for the quarter ended March 2025, reflecting a year-over-year increase of 42.9% [1] - The company's EPS was $0.99, up from $0.70 in the same quarter last year, with an EPS surprise of +33.78% compared to the consensus estimate of $0.74 [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $244.03 million, resulting in a revenue surprise of -1.77% [1] Revenue Breakdown - Consumer segment revenue was $56 million, slightly below the average estimate of $56.87 million, with a year-over-year change of +8.7% [4] - Home segment revenue reached $37 million, exceeding the average estimate of $34.74 million, representing a year-over-year increase of +21.7% [4] - Insurance segment revenue was $146.70 million, below the average estimate of $152.75 million, but showed a significant year-over-year increase of +70.8% [4] Segment Profit Analysis - Home segment profit was reported at $13.10 million, surpassing the average estimate of $10.88 million [4] - Insurance segment profit was $38.70 million, which was lower than the estimated $41.58 million [4] - Consumer segment profit was $27.10 million, slightly below the average estimate of $27.92 million [4] Stock Performance - Tree.com shares have returned -3.5% 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 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - RE/MAX reported revenue of $74.47 million for the quarter ended March 2025, reflecting a year-over-year decline of 4.9% [1] - The company's EPS for the same period was $0.24, an increase from $0.20 a year ago, resulting in an EPS surprise of +33.33% compared to the consensus estimate of $0.18 [1] Revenue Breakdown - Marketing Funds fees amounted to $18.86 million, exceeding the two-analyst average estimate of $18.10 million, but showing a year-over-year decline of 6.6% [4] - Continuing franchise fees were reported at $29.35 million, slightly above the estimated $29.32 million, with a year-over-year decrease of 5.6% [4] - Franchise sales and other revenue totaled $7.03 million, below the average estimate of $7.99 million, marking a year-over-year decline of 12.7% [4] - Broker fees reached $11.43 million, surpassing the estimated $11.12 million, and showing a year-over-year increase of 6.7% [4] - Annual dues were reported at $7.79 million, slightly below the average estimate of $8.02 million, with a year-over-year decline of 5.3% [4] Stock Performance - Over the past month, RE/MAX shares have returned -8.7%, compared to a -0.7% 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 - Ingersoll Rand reported $1.72 billion in revenue for Q1 2025, a year-over-year increase of 2.8%, but fell short of the Zacks Consensus Estimate by 1.00% [1] - The company's EPS for the quarter was $0.72, down from $0.78 a year ago, representing an EPS surprise of -1.37% compared to the consensus estimate of $0.73 [1] Revenue Performance - Precision and Science Technologies revenue was $364.70 million, exceeding the estimated $364.25 million, reflecting a year-over-year increase of 22.9% [4] - Industrial Technologies and Services revenue was reported at $1.35 billion, slightly below the $1.37 billion estimate, showing a year-over-year decline of 1.6% [4] EBITDA Analysis - Adjusted EBITDA for Precision & Science Technologies was $106.20 million, surpassing the average estimate of $103.89 million [4] - Adjusted EBITDA for Industrial Technologies & Services was $389.10 million, which was below the estimated $406.83 million [4] Stock Performance - Ingersoll Rand's shares have returned -7.7% 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 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Group 1 - Reddit Inc. reported $392.36 million in revenue for Q1 2025, a year-over-year increase of 61.5% [1] - The EPS for the same period was $0.13, down from $0.29 a year ago, with a surprise of +550.00% compared to the consensus estimate of $0.02 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $372.09 million by +5.45% [1] Group 2 - Reddit Inc. shares returned +6.5% over the past month, while the Zacks S&P 500 composite decreased by -0.7% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3] Group 3 - Daily Active Uniques (DAUq) globally reached 108.1 million, surpassing the average estimate of 107.2 million [4] - Average Revenue Per User (ARPU) globally was $3.63, exceeding the estimate of $3.49 [4] - DAUq in the U.S. was 50.1 million, slightly below the estimate of 50.53 million, while international DAUq was 58 million, above the estimate of 56.63 million [4] - U.S. ARPU was $6.27, higher than the estimate of $5.84, while international ARPU was $1.34, above the estimate of $1.28 [4] - Logged-out DAUq globally was 59.4 million, exceeding the estimate of 58.94 million [4] - Total revenue from international markets was $78.50 million, surpassing the estimate of $73.08 million, while U.S. revenue was $313.90 million, above the estimate of $300.24 million [4]

Core Insights - DexCom reported $1.04 billion in revenue for Q1 2025, marking a year-over-year increase of 12.5% and a surprise of +1.99% over the Zacks Consensus Estimate of $1.02 billion [1] - The EPS for the same period was $0.32, unchanged from the previous year, with a slight miss of -3.03% against the consensus estimate of $0.33 [1] Revenue Breakdown - International revenue was $285.50 million, below the average estimate of $303.93 million, reflecting a year-over-year increase of +6.6% [4] - U.S. revenue reached $750.50 million, exceeding the average estimate of $709.42 million, with a year-over-year growth of +14.9% [4] - Hardware revenue was reported at $38.80 million, slightly above the two-analyst average estimate of $38.39 million, but showed a significant year-over-year decline of -41.8% [4] - Revenue from sensors and other products was $997.20 million, surpassing the two-analyst average estimate of $978.78 million, with a year-over-year increase of +16.7% [4] Stock Performance - DexCom shares have returned +4.8% over the past month, contrasting with 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 - Dominion Energy Inc. reported first-quarter 2025 operating earnings of 93 cents per share, exceeding the Zacks Consensus Estimate of 77 cents by 20.8% and showing a 69.1% increase from the previous year [1] - Revenues reached $4.07 billion, surpassing the Zacks Consensus Estimate of $3.81 billion by 6.8% and increasing 12.2% from $3.63 billion in the year-ago quarter [2] Financial Performance - Total operating expenses rose 1.9% year over year to $2.85 billion, attributed to increased operations and maintenance expenses [3] - Operating earnings for the quarter were $803 million, reflecting a 65.6% year-over-year increase [4] Segment Performance - Dominion Energy Virginia reported net income of $561 million, up 32.3% year over year [5] - Dominion Energy South Carolina's net income increased by 90% to $152 million [5] - Contracted Energy segment net income decreased by 10.6% to $109 million [5] - Corporate and Other segment reported a net loss of $19 million, an improvement from a loss of $141 million in the prior year [5] Financial Position - Current assets as of March 31, 2025, were $355 million, up from $310 million as of December 31, 2024 [6] - Total long-term debt increased to $35.4 billion from $33.03 billion as of December 31, 2024 [6] - Cash used in operating activities was ($1.18 billion), compared to $1.98 billion in the year-ago period [6] Guidance - Dominion Energy reiterated its 2025 operating earnings guidance of $3.28-$3.52 per share, with the Zacks Consensus Estimate at $3.38 per share [7] - The company expects to achieve annual operating earnings growth of 5-7% through 2029 and plans to invest $50 billion from 2025 to 2029 [7]