Core Insights - Westlake reported revenue of $2.84 billion for the quarter ended September 2025, a decrease of 9% year-over-year, with an EPS of -$0.29 compared to $1.41 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $2.94 billion, resulting in a surprise of -3.44%, while the EPS surprise was -261.11% against a consensus estimate of $0.18 [1] Financial Performance Metrics - Net external sales for Performance and Essential Materials were $1.75 billion, below the four-analyst average estimate of $1.81 billion, reflecting a year-over-year decline of 13.5% [4] - Net external sales for Housing and Infrastructure Products reached $1.09 billion, slightly below the four-analyst average estimate of $1.11 billion, with a year-over-year change of -0.6% [4] - Performance Materials under Performance and Essential Materials reported net external sales of $1.01 billion, compared to the average estimate of $1.04 billion, marking a year-over-year decline of 13.2% [4] - Essential Materials under Performance and Essential Materials had net external sales of $737 million, below the average estimate of $791.16 million, representing a year-over-year decrease of 13.8% [4] - Housing Products under Housing and Infrastructure Products reported net external sales of $928 million, compared to the two-analyst average estimate of $954.76 million, showing a year-over-year change of -1% [4] - Infrastructure Products under Housing and Infrastructure Products had net external sales of $163 million, slightly above the average estimate of $170.69 million, with a year-over-year increase of 1.2% [4] - EBITDA for Housing and Infrastructure Products was $215 million, below the four-analyst average estimate of $245.11 million [4] - EBITDA for Performance and Essential Materials was -$654 million, significantly lower than the four-analyst average estimate of $127.18 million [4] Stock Performance - Westlake's shares have returned -4.3% over the past month, contrasting with the Zacks S&P 500 composite's increase of +3.6% [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 - Company reported a total operating revenue of 1.716 billion yuan, ranking 8th among disclosed peers, with a year-on-year increase of 384 million yuan, representing a growth of 28.85% [1] - Net profit attributable to shareholders reached 118 million yuan, ranking 6th among peers, with an increase of 2.64 million yuan compared to the same period last year, marking a 5-year consecutive growth and a year-on-year increase of 2.29% [1] - Operating cash flow showed a net outflow of 658 million yuan [1] Financial Ratios - The latest debt-to-asset ratio stands at 49.36%, a decrease of 0.14 percentage points from the previous quarter [3] - Gross profit margin is reported at 21.64% [4] - Return on equity (ROE) is 5.40%, ranking 6th among disclosed peers [4] Earnings and Efficiency Metrics - Diluted earnings per share are 0.23 yuan, ranking 13th among peers [5] - Total asset turnover ratio is 0.36 times, ranking 8th among peers, with a year-on-year increase of 0.04 times, representing a growth of 13.78% [5] - Inventory turnover ratio is 2.13 times, with a year-on-year increase of 0.29 times, reflecting a growth of 15.49% [5] Shareholder Structure - The number of shareholders is 22,900, with the top ten shareholders holding 317 million shares, accounting for 61.79% of the total share capital [5] - The largest shareholder is Zhongguo Grain and Oil Group Co., Ltd., holding 39.48% [5]

Core Insights - MGIC Investment reported a revenue of $304.34 million for the quarter ended September 2025, reflecting a decrease of 0.6% year-over-year, while EPS increased to $0.83 from $0.77 in the previous year [1] - The revenue fell short of the Zacks Consensus Estimate of $307.8 million, resulting in a surprise of -1.12%, whereas the EPS exceeded expectations with a surprise of +15.28% against a consensus estimate of $0.72 [1] Financial Performance Metrics - The combined ratio for the insurance segment was reported at 25.6%, significantly better than the average estimate of 36.8% from two analysts [4] - The GAAP underwriting expense ratio was 21.1%, compared to the average estimate of 19.5% [4] - The GAAP loss ratio stood at 4.5%, well below the average estimate of 17.3% [4] - Net premiums earned were $241.75 million, slightly below the average estimate of $243.92 million, marking a year-over-year decline of 0.7% [4] - Other revenue was reported at $0.38 million, significantly lower than the estimated $0.57 million, representing a year-over-year decrease of 39.5% [4] - Net investment income was $62.21 million, slightly below the estimate of $63.36 million, with a year-over-year increase of 0.2% [4] Stock Performance - Over the past month, MGIC shares have returned -5.6%, contrasting with the Zacks S&P 500 composite's increase of +3.8% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - Regal Rexnord reported revenue of $1.5 billion for the quarter ended September 2025, reflecting a year-over-year increase of 1.3% [1] - The company's EPS was $2.51, slightly up from $2.49 in the same quarter last year, but below the consensus estimate of $2.56, resulting in an EPS surprise of -1.95% [1] - The revenue exceeded the Zacks Consensus Estimate of $1.49 billion, indicating a positive surprise of +0.28% [1] Revenue Performance by Segment - Industrial Powertrain Solutions (IPS) generated revenues of $662.3 million, surpassing the average estimate of $660.13 million, marking a year-over-year increase of +2.8% [4] - Automation & Motion Control (AMC) reported revenues of $402 million, slightly below the estimated $406.08 million, with a minimal year-over-year change of +0.1% [4] - Power Efficiency Solutions (PES) achieved revenues of $432.7 million, exceeding the average estimate of $423.71 million, reflecting a year-over-year increase of +0.3% [4] Adjusted EBITDA Performance - Adjusted EBITDA for Industrial Powertrain Solutions (IPS) was $174.6 million, below the average estimate of $177.76 million [4] - Adjusted EBITDA for Automation & Motion Control (AMC) stood at $82.6 million, also below the average estimate of $86.41 million [4] - Adjusted EBITDA for Power Efficiency Solutions (PES) reached $82.2 million, exceeding the average estimate of $74 million [4] Stock Performance - Regal Rexnord's shares returned +0.9% over the past month, underperforming 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 Viewpoint - The report highlights the financial performance of Weixing Co. for the first three quarters of 2025, indicating a slight increase in revenue but a decline in net profit, with a notable impact from external factors on the company's operations [4]. Financial Performance Summary - For the first three quarters of 2025, Weixing Co. achieved a revenue of 3.63 billion, representing a year-on-year growth of 1.5%, while the net profit attributable to shareholders was 580 million, showing a decline of 6.5% [4]. - The quarterly breakdown shows revenues of 980 million, 1.36 billion, and 1.29 billion for Q1, Q2, and Q3 respectively, with year-on-year changes of +22.3%, -9.2%, and +0.9% [4]. - Net profits for the same quarters were 100 million, 270 million, and 210 million, with year-on-year changes of +28.8%, -20.4%, and +3% [4]. Margin and Expense Analysis - The gross margin for the first three quarters of 2025 increased by 1 percentage point to 43.7%, with quarterly gross margins of 38.8%, 45.8%, and 45.2% [5]. - The expense ratio for the same period rose by 2.3 percentage points to 24.1%, with specific increases in sales, management, and financial expense ratios [5]. - Financial expenses increased primarily due to foreign exchange losses and reduced interest income compared to the previous year [5]. Inventory and Receivables Management - As of September 2025, inventory increased by 0.9% year-on-year to 710 million, with a turnover period of 94 days, which is an increase of 7 days [5]. - Accounts receivable rose by 4.7% year-on-year to 590 million, with a turnover period of 41 days, an increase of 2 days [5]. - The net cash flow from operations was 720 million, reflecting a decrease of 2.1% year-on-year [5].

Core Insights - Centene reported revenue of $49.69 billion for the quarter ended September 2025, reflecting an 18.2% increase year-over-year and a surprise of +4.35% over the Zacks Consensus Estimate of $47.62 billion [1] - The earnings per share (EPS) was $0.50, a significant decrease from $1.62 in the same quarter last year, with an EPS surprise of +338.1% compared to the consensus estimate of -$0.21 [1] Financial Performance Metrics - Total Medical Health Benefits loss ratio was reported at 92.7%, slightly better than the estimated 93% [4] - Membership in High Acuity Medicaid was 1.59 million, close to the estimated 1.6 million [4] - Medicare PDP membership reached 7.97 million, exceeding the average estimate of 7.88 million [4] - Medicare membership was reported at 1.01 million, slightly below the estimated 1.03 million [4] Revenue Breakdown - Premium revenues totaled $44.13 billion, surpassing the average estimate of $42.81 billion, with a year-over-year increase of +22.2% [4] - Service revenues were $772 million, slightly below the average estimate of $727.33 million, representing a -1.5% change year-over-year [4] - Combined premium and service revenues were $44.9 billion, exceeding the average estimate of $43.54 billion, with a year-over-year increase of +21.7% [4] - Premium tax revenues were $4.79 billion, above the average estimate of $4.07 billion, showing a -6.5% change year-over-year [4] - Medicaid premium and service revenues were $23.17 billion, exceeding the estimate of $22.33 billion, with an +8.7% change year-over-year [4] - Commercial premium and service revenues reached $10.99 billion, surpassing the estimate of $10.41 billion, reflecting a +26.5% year-over-year increase [4] - Medicare premium and service revenues were $9.39 billion, slightly below the average estimate of $9.53 billion, with a significant +66.4% change year-over-year [4] - Other premium and service revenues totaled $1.34 billion, exceeding the estimate of $1.25 billion, representing a +7.8% change year-over-year [4]

Core Insights - K12 (LRN) reported a revenue of $620.88 million for the quarter ended September 2025, reflecting a year-over-year increase of 12.7% and surpassing the Zacks Consensus Estimate by 1.03% [1] - The earnings per share (EPS) for the quarter was $1.52, significantly higher than the $0.94 reported in the same quarter last year, resulting in an EPS surprise of 23.58% compared to the consensus estimate of $1.23 [1] Revenue Breakdown - General Education revenue was $363.12 million, slightly below the average estimate of $365.73 million from two analysts [4] - Total Career Learning revenue reached $257.77 million, exceeding the average estimate of $245.96 million from two analysts [4] - Career Learning revenue for Adults was $16.27 million, falling short of the estimated $21.08 million [4] - Career Learning revenue for Middle to High School was $241.5 million, outperforming the average estimate of $224.87 million [4] Stock Performance - K12 shares have returned +1.8% over the past month, while the Zacks S&P 500 composite has increased by +3.6% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Amkor Technology reported revenue of $1.99 billion for the quarter ended September 2025, reflecting a year-over-year increase of 6.7% and a surprise of +3.02% over the Zacks Consensus Estimate of $1.93 billion [1] - The company's EPS for the quarter was $0.51, up from $0.49 in the same quarter last year, with an EPS surprise of +21.43% compared to the consensus estimate of $0.42 [1] Financial Performance - Amkor Technology's stock has returned +12.9% over the past month, outperforming the Zacks S&P 500 composite, which saw a +2.5% change [3] - The company currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3] End Market Distribution - Communications (smartphones, tablets) accounted for 51% of revenue, exceeding the two-analyst average estimate of 49% [4] - Consumer markets (AR & gaming, connected home, home electronics, wearables) represented 14%, slightly below the estimated 15.9% [4] - Automotive, industrial, and other sectors (ADAS, electrification, infotainment, safety) contributed 16%, close to the estimated 16.6% [4] - Computing (data center, infrastructure, PC/laptop, storage) made up 19%, surpassing the estimated 18.5% [4]

Core Insights - Lakeland Financial reported revenue of $69.03 million for the quarter ended September 2025, reflecting a year-over-year increase of 12.8% [1] - The earnings per share (EPS) for the quarter was $1.03, up from $0.91 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $68.3 million, resulting in a surprise of +1.06% [1] - The company also delivered an EPS surprise of +0.98%, with the consensus EPS estimate being $1.02 [1] Financial Metrics - Net Interest Margin was reported at 3.5%, slightly above the average estimate of 3.4% from two analysts [4] - The Efficiency Ratio was 50.7%, compared to the estimated 47.8% by two analysts [4] - Net Interest Income (FTE) was $57.18 million, below the average estimate of $57.85 million from two analysts [4] - Total Noninterest Income reached $12.95 million, surpassing the average estimate of $11.65 million from two analysts [4] Stock Performance - Over the past month, shares of Lakeland Financial have returned -6%, while the Zacks S&P 500 composite has increased by +2.5% [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 - Halliburton reported revenue of $5.6 billion for the quarter ended September 2025, a decrease of 1.7% year-over-year, but exceeded the Zacks Consensus Estimate by 3.96% [1] - Earnings per share (EPS) were $0.58, down from $0.73 in the same quarter last year, but surpassed the consensus estimate of $0.50 by 16% [1] Revenue Breakdown - Latin America revenue was $996 million, exceeding the average estimate of $962.97 million, with a year-over-year decline of 5.4% [4] - Europe/Africa/CIS revenue reached $828 million, surpassing the estimated $754.3 million, reflecting a year-over-year increase of 14.7% [4] - North America revenue was $2.36 billion, above the average estimate of $2.16 billion, showing a slight decline of 0.9% year-over-year [4] - Middle East/Asia revenue totaled $1.41 billion, below the average estimate of $1.51 billion, with a year-over-year decrease of 8.1% [4] Segment Performance - Drilling and Evaluation revenue was $2.38 billion, exceeding the average estimate of $2.28 billion, with a year-over-year decline of 0.9% [4] - Completion and Production revenue was $3.22 billion, above the average estimate of $3.11 billion, reflecting a year-over-year decrease of 2.3% [4] - Operating income for Completion and Production was $514 million, surpassing the estimated $447.21 million [4] - Operating income for Drilling and Evaluation was $348 million, exceeding the average estimate of $337.72 million [4] - Corporate and other operating income reported a loss of $64 million, better than the estimated loss of $70.99 million [4] Stock Performance - Halliburton shares returned +10.4% over the past month, outperforming the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]