For the quarter ended September 2025, Ralliant (RAL) reported revenue of $529.1 million, representing no change compared to the same period last year. EPS came in at $0.60, compared to $0 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $519.14 million, representing a surprise of +1.92%. The company delivered an EPS surprise of +3.45%, with the consensus EPS estimate being $0.58.While investors closely watch year-over-year changes in headline numbers -- revenue and ea ...

Core Insights - Flowco Holdings Inc. reported revenue of $176.94 million for the quarter ended September 2025, showing no change compared to the same period last year [1] - The company's EPS was $0.59, a significant increase from $0 in the year-ago quarter [1] - Revenue fell short of the Zacks Consensus Estimate of $190.18 million, resulting in a surprise of -6.96% [1] - The EPS exceeded expectations with a surprise of +84.37%, compared to the consensus estimate of $0.32 [1] Revenue Breakdown - Revenues from Rentals were $106.97 million, slightly above the estimated $105.38 million [4] - Revenues from Sales were $69.98 million, below the estimated $84.77 million [4] - Revenues from Natural Gas Technologies were $51.35 million, compared to the estimated $61.07 million [4] - Revenues from Production Solutions were $125.6 million, slightly below the estimated $129.08 million [4] Adjusted Segment EBITDA - Adjusted Segment EBITDA for Production Solutions was $55.26 million, exceeding the average estimate of $53.73 million [4] - Adjusted Segment EBITDA for Corporate was -$3.77 million, better than the estimated -$5 million [4] - Adjusted Segment EBITDA for Natural Gas Technologies was $25.32 million, slightly below the average estimate of $25.6 million [4] Stock Performance - Flowco Holdings Inc. shares returned +3.8% over the past month, outperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]

Core Insights - Johnson Controls (JCI) reported revenue of $6.44 billion for the quarter ended September 2025, marking a year-over-year increase of 3.1% [1] - The earnings per share (EPS) for the same period was $1.26, slightly down from $1.28 a year ago, with an EPS surprise of +5% compared to the consensus estimate of $1.20 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $6.32 billion by +1.88% [1] Revenue Breakdown - Net Sales in the Americas reached $4.33 billion, surpassing the average estimate of $4.27 billion, reflecting a year-over-year increase of +34.2% [4] - Net Sales in the APAC region were $780 million, slightly below the average estimate of $784.99 million, with a year-over-year increase of +17.5% [4] - Net Sales in the EMEA region totaled $1.34 billion, exceeding the average estimate of $1.3 billion, representing a year-over-year increase of +20.1% [4] Stock Performance - Johnson Controls' shares have returned +2.5% over the past month, outperforming the Zacks S&P 500 composite's +1% change [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 - Sabre reported revenue of $715.18 million for Q3 2025, a year-over-year decline of 6.5%, with an EPS of -$0.01 compared to -$0.04 a year ago, indicating a slight improvement in earnings despite the revenue drop [1] - The revenue exceeded the Zacks Consensus Estimate of $708.84 million by 0.9%, while the EPS fell short of the consensus estimate of $0.04 by 125% [1] Financial Performance - Travel Solutions - Air Bookings were 80.54 million, below the average estimate of 81.48 million [4] - Total Bookings in Travel Solutions reached 95.14 million, slightly below the average estimate of 95.85 million [4] - Passengers Boarded in Travel Solutions totaled 182.21 million, exceeding the average estimate of 177.6 million [4] - Lodging, Ground and Sea Bookings in Travel Solutions were 14.59 million, surpassing the average estimate of 14.38 million [4] - IT Solutions Revenue in Travel Solutions was $139.88 million, slightly above the average estimate of $139.04 million, reflecting a year-over-year change of -0.3% [4] - Distribution Revenue in Travel Solutions was $575.31 million, exceeding the average estimate of $569.69 million, with a year-over-year increase of 4.4% [4] Market Performance - Over the past month, Sabre's shares have returned +10.5%, outperforming the Zacks S&P 500 composite's +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]

McDonald's (MCD) reported $7.08 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 3%. EPS of $3.22 for the same period compares to $3.23 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $7.07 billion, representing a surprise of +0.15%. The company delivered an EPS surprise of -3.88%, with the consensus EPS estimate being $3.35. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

Core Insights - Amgen reported revenue of $9.56 billion for the quarter ended September 2025, reflecting a 12.4% increase year-over-year and a 6.87% surprise over the Zacks Consensus Estimate of $8.94 billion [1] - The earnings per share (EPS) for the quarter was $5.64, which is an increase from $5.58 in the same quarter last year, resulting in a 12.8% surprise over the consensus EPS estimate of $5.00 [1] Financial Performance Metrics - Product sales for Neulasta in the ROW were $20 million, slightly above the estimated $19.55 million, but down 23.1% year-over-year [4] - Neulasta sales in the U.S. reached $72 million, exceeding the estimate of $60.9 million, but down 14.3% from the previous year [4] - XGEVA sales in the ROW were $182 million, surpassing the average estimate of $144.77 million, marking an 8.3% year-over-year increase [4] - Enbrel sales in the ROW were $6 million, below the estimated $7.36 million, reflecting a 25% decline year-over-year [4] - Other revenues amounted to $420 million, exceeding the average estimate of $373.34 million, with a year-over-year increase of 19.3% [4] - Total product sales were $9.14 billion, surpassing the estimated $8.55 billion, representing a 12.1% increase year-over-year [4] - BLINCYTO total sales were $392 million, slightly below the estimate of $412.7 million, but showing a 19.9% increase year-over-year [4] - Otezla total sales reached $585 million, slightly above the estimate of $582.08 million, with a year-over-year increase of 3.7% [4] - Total sales for Neulasta were $92 million, exceeding the estimate of $79.77 million, but down 16.4% year-over-year [4] - Enbrel total sales were $580 million, below the estimate of $645.48 million, reflecting a 29.7% decline year-over-year [4] - LUMAKRAS/LUMYKRAS total sales were $96 million, slightly below the estimate of $100.05 million, down 2% year-over-year [4] - TEZSPIRE total sales were $377 million, exceeding the estimate of $364.18 million, with a significant year-over-year increase of 40.2% [4] Stock Performance - Amgen's shares returned +0.7% over the past month, compared to the Zacks S&P 500 composite's +2.1% change, indicating a performance in line with the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]

Core Insights - Sixth Street (TSLX) reported revenue of $109.44 million for the quarter ended September 2025, reflecting an 8.2% decrease year-over-year [1] - Earnings per share (EPS) for the quarter was $0.53, down from $0.57 in the same quarter last year, with a surprise of +1.92% compared to the consensus estimate of $0.52 [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $110.14 million, resulting in a surprise of -0.63% [1] Financial Performance Metrics - Total investment income from non-controlled non-affiliated investments was $106.77 million, slightly below the average estimate of $107.81 million from two analysts [4] - Investment income from controlled, affiliated investments in terms of interest was $2.67 million, exceeding the average estimate of $2.56 million [4] - Total investment income from controlled, affiliated investments was $2.68 million, also above the average estimate of $2.56 million [4] Stock Performance - Shares of Sixth Street have returned +1.8% over the past month, compared to a +2.1% 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 - DMC Global reported revenue of $151.53 million for Q3 2025, a slight decline of 0.6% year-over-year, with an EPS of -$0.08 compared to -$0.49 a year ago, indicating improvement in earnings despite revenue decline [1] - The revenue exceeded the Zacks Consensus Estimate of $145.6 million by 4.07%, while the EPS fell short of the consensus estimate of $0.01 by 900% [1] Revenue Performance - Arcadia's net sales were $61.66 million, surpassing the two-analyst average estimate of $58.8 million, reflecting a year-over-year increase of 6.7% [4] - NobelClad's net sales were reported at $20.93 million, below the average estimate of $24.75 million, showing a year-over-year decline of 16.1% [4] - DynaEnergetics reported net sales of $68.95 million, exceeding the average estimate of $62.05 million, with a slight year-over-year decrease of 1.1% [4] Stock Performance - DMC Global's shares have returned +2% over the past month, compared to a +2.1% 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 - Axon Enterprise reported a revenue of $710.64 million for the quarter ended September 2025, reflecting a year-over-year increase of 30.6% [1] - The earnings per share (EPS) for the quarter was $1.17, down from $1.45 in the same quarter last year, indicating a decline [1] - The reported revenue exceeded the Zacks Consensus Estimate of $699.57 million by 1.58%, while the EPS fell short of the consensus estimate of $1.63 by 28.22% [1] Financial Performance Metrics - Annual recurring revenue reached $1,252.00 million, surpassing the average estimate of $1,231.82 million from five analysts [4] - Net sales from Connected Devices amounted to $405.4 million, exceeding the six-analyst average estimate of $396.32 million [4] - Net sales from Software and Services were reported at $305.24 million, slightly above the average estimate of $302.27 million [4] - Net sales from Connected Devices - TASER were $237.95 million, marginally higher than the estimated $237.85 million [4] - Net sales from Services also matched the reported figure of $305.24 million against the average estimate of $302.27 million, showing a year-over-year increase of 41.1% [4] - Net sales from Connected Devices - Platform Solutions reached $60.77 million, exceeding the six-analyst average estimate of $55.05 million [4] - Net sales from Products were $405.4 million, compared to the average estimate of $396.32 million, reflecting a year-over-year growth of 23.6% [4] - Net sales from Connected Devices - Personal Sensors were reported at $106.68 million, above the average estimate of $103.42 million [4] - Adjusted gross margin for Software and Services was $234.32 million, slightly below the three-analyst average estimate of $239.95 million [4] - Adjusted gross margin for Connected Devices was $211.13 million, slightly above the three-analyst average estimate of $209.83 million [4] Stock Performance - Over the past month, Axon shares have returned +0.4%, while the Zacks S&P 500 composite has changed by +2.1% [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]

Core Insights - Pinterest reported revenue of $1.05 billion for the quarter ended September 2025, reflecting a year-over-year increase of 16.8% and a slight surprise of +0.17% over the Zacks Consensus Estimate [1] - The earnings per share (EPS) was $0.38, down from $0.40 in the same quarter last year, resulting in an EPS surprise of -5% compared to the consensus estimate [1] Financial Performance - Monthly Active Users (MAUs) globally reached 600 million, exceeding the average estimate of 592 million [4] - Average Revenue Per User (ARPU) globally was $1.78, matching the average estimate [4] - Geographic revenue breakdown showed: - U.S. and Canada: $786 million, slightly below the estimate of $798.57 million, with a year-over-year increase of +9.3% [4] - Rest of World: $70 million, surpassing the estimate of $64.98 million, with a significant year-over-year increase of +66.7% [4] - Europe: $193 million, exceeding the estimate of $184.51 million, representing a year-over-year increase of +40.9% [4] Market Performance - Pinterest shares returned +5.2% over the past month, outperforming the Zacks S&P 500 composite's +2.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]