Core Insights - GitLab Inc. reported a revenue of $732.4 million for the quarter ended April 2025, reflecting a year-over-year increase of 332.9% [1] - The earnings per share (EPS) for the quarter was $0.17, up from $0.03 in the same quarter last year, resulting in an EPS surprise of +112.50% against the consensus estimate of $0.08 [1] Revenue Breakdown - Revenue from License-self-managed and other was $20.03 million, slightly below the average estimate of $21.36 million, with a year-over-year change of +11.2% [4] - Subscription revenue from self-managed and SaaS totaled $194.48 million, exceeding the average estimate of $191.15 million, representing a year-over-year increase of +28.6% [4] - Subscription revenue from SaaS was reported at $64.19 million, in line with the two-analyst average estimate of $64.10 million [4] - License revenue from self-managed was $15.03 million, below the two-analyst average estimate of $16.64 million [4] - Subscription revenue from self-managed reached $130.30 million, surpassing the two-analyst average estimate of $127.34 million [4] - Revenue from License-Professional services and other was $5 million, exceeding the average estimate of $4.37 million based on two analysts [4] Stock Performance - GitLab's shares have returned -9.1% over the past month, contrasting with the Zacks S&P 500 composite's +6.9% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Financial Performance - For the quarter ended April 2025, Rubrik, Inc. reported revenue of $278.48 million, which is an increase of 48.7% year-over-year [1] - The earnings per share (EPS) for the quarter was -$0.15, a significant improvement from -$1.58 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $260.22 million, resulting in a surprise of +7.02% [1] - The company delivered an EPS surprise of +54.55%, with the consensus EPS estimate being -$0.33 [1] Key Metrics - Subscription Annual Recurring Revenue (ARR) was reported at $1,181.27 million, surpassing the three-analyst average estimate of $1,155.96 million [4] - The number of customers with $100K or more in Subscription ARR reached 2,381, compared to the estimated 2,362 [4] - Subscription revenue was $265.66 million, exceeding the average estimate of $247.37 million [4] - Other revenue was $10.49 million, above the average estimate of $8.48 million [4] - Maintenance revenue was $2.33 million, slightly below the average estimate of $2.38 million [4] - Gross profit from Subscription was $213.75 million, compared to the average estimate of $202.30 million [4] Stock Performance - Shares of Rubrik, Inc. have returned +30% over the past month, significantly outperforming the Zacks S&P 500 composite's +5.2% 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 - Deere reported $11.17 billion in revenue for the quarter ended April 2025, reflecting a year-over-year decline of 17.9% and an EPS of $6.64 compared to $8.53 a year ago, exceeding the Zacks Consensus Estimate of $10.65 billion by 4.89% and delivering an EPS surprise of 16.90% [1] Revenue Performance - Equipment Operations net sales were $11.17 billion, surpassing the average estimate of $10.67 billion by six analysts, but showing a year-over-year decline of 17.9% [4] - Construction & Forestry net sales were $2.95 billion, below the average estimate of $3.05 billion, with a year-over-year decline of 23.3% [4] - Agriculture and Turf net sales totaled $8.22 billion, exceeding the average estimate of $7.62 billion, but still reflecting a year-over-year decline of 15.8% [4] - Small Ag & Turf net sales were $2.99 billion, above the average estimate of $2.77 billion, with a year-over-year change of -6% [4] - Production & Precision Ag net sales reached $5.23 billion, exceeding the average estimate of $4.85 billion, but showing a decline of 20.5% year-over-year [4] Financial Services - Financial services revenues amounted to $1.39 billion, slightly above the average estimate of $1.35 billion, with a year-over-year change of -0.7% [4] - Total financial services revenue was $1.50 billion, surpassing the average estimate of $1.46 billion, reflecting a year-over-year decline of 5.5% [4] - Finance and Interest Income from financial services was $1.38 billion, slightly above the average estimate of $1.37 billion, with a year-over-year decline of 7.8% [4] - Other Income from financial services was $121 million, exceeding the average estimate of $90.58 million, showing a year-over-year increase of 31.5% [4] Stock Performance - Shares of Deere have returned +10% over the past month, compared to the Zacks S&P 500 composite's +9% change, indicating a relatively strong performance [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance against the broader market in the near term [3]

Core Insights - PennantPark (PNNT) reported revenue of $30.66 million for the quarter ended March 2025, marking a year-over-year decline of 14.8% and a surprise of -8.26% compared to the Zacks Consensus Estimate of $33.43 million [1] - The earnings per share (EPS) for the same period was $0.18, down from $0.22 a year ago, with an EPS surprise of -5.26% against the consensus estimate of $0.19 [1] Financial Performance Metrics - Investment income from non-controlled, non-affiliated investments was $0.12 million, significantly lower than the average estimate of $0.69 million based on three analysts [4] - Dividend income from controlled, affiliated investments was reported at $5.58 million, exceeding the average estimate of $5.12 million based on two analysts [4] - Dividend income from non-controlled, non-affiliated investments was $0.50 million, slightly below the estimated $0.55 million by two analysts [4] Stock Performance - Over the past month, shares of PennantPark have returned +5.3%, outperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - BILL Holdings reported revenue of $358.22 million for the quarter ended March 2025, reflecting a year-over-year increase of 10.9% and a surprise of +0.97% over the Zacks Consensus Estimate of $354.78 million [1] - The company's EPS was $0.50, down from $0.60 in the same quarter last year, with a surprise of +35.14% compared to the consensus estimate of $0.37 [1] Financial Performance Metrics - Total Payment Volume was reported at $79 billion, slightly below the estimated $80.34 billion [4] - The number of transactions processed was 30 million, compared to the average estimate of 30.79 million [4] - Revenue from interest on funds held for customers was $37.92 million, exceeding the average estimate of $35.26 million, but showing a year-over-year decline of -9.1% [4] - Revenue from subscription and transaction fees reached $320.30 million, slightly above the average estimate of $320.12 million, with a year-over-year increase of +13.9% [4] - Subscription fees contributed $68.20 million, surpassing the estimated $67.49 million, while transaction fees were $252.10 million, slightly below the estimate of $252.79 million [4] Stock Performance - Shares of BILL Holdings have returned +5.6% over the past month, compared to the Zacks S&P 500 composite's +11.3% 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 - HA Sustainable Infrastructure Capital (HASI) reported a revenue of $28.45 million for the quarter ended March 2025, reflecting a decline of 32.1% year-over-year and a surprise of -13.78% compared to the Zacks Consensus Estimate of $33 million [1] - The company's earnings per share (EPS) was $0.64, consistent with the consensus estimate but down from $0.68 in the same quarter last year [1] Revenue Breakdown - Gain on sale of assets was reported at $18.67 million, exceeding the average estimate of $13.56 million by four analysts, but showing a year-over-year decline of 34.8% [4] - Rental income was $0.08 million, surpassing the average estimate of -$0.09 million from three analysts, representing a significant year-over-year decrease of 95.5% [4] - Interest income was $66.39 million, slightly below the estimated $67.66 million by three analysts, with a year-over-year decline of 3.4% [4] - Other income was reported at $4.80 million, exceeding the average estimate of $4.24 million from two analysts [4] - Securitization asset income was $7 million, surpassing the average estimate of $5.19 million from two analysts, indicating a year-over-year increase of 42.9% [4] Stock Performance - Over the past month, shares of HA Sustainable Infrastructure Capital have returned +6.5%, compared to a +10.6% 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]

Financial Performance - Bloomin' Brands reported revenue of $1.05 billion for the quarter ended March 2025, a year-over-year decline of 12.2% [1] - The EPS for the same period was $0.59, down from $0.70 a year ago, with a surprise of +3.51% compared to the consensus estimate of $0.57 [1][3] - The reported revenue exceeded the Zacks Consensus Estimate of $1.04 billion, resulting in a surprise of +1.32% [1] Comparable Restaurant Sales - Comparable restaurant sales for Bonefish Grill decreased by 4%, compared to an estimated decline of 1.1% [4] - Combined U.S. comparable restaurant sales were down 0.5%, better than the average estimate of -1.2% [4] - Carrabba's Italian Grill saw an increase in comparable restaurant sales of 1.4%, surpassing the estimated decline of 0.5% [4] - Fleming's Prime Steakhouse and Wine Bar reported a 5.1% increase in comparable restaurant sales, compared to an average estimate of 1.6% [4] - Outback Steakhouse experienced a decline of 1.3%, better than the estimated decline of 2.1% [4] Restaurant Count and Revenue Breakdown - The total number of system-wide restaurants was 1,466, exceeding the average estimate of 1,430 [4] - Franchise and other revenues were reported at $20.08 million, slightly below the average estimate of $20.10 million, but representing a year-over-year increase of 26.8% [4] - Restaurant sales amounted to $1.03 billion, slightly above the average estimate of $1.02 billion, but reflecting a year-over-year decline of 12.7% [4] Stock Performance - Bloomin' Brands shares returned +26.7% over the past month, outperforming the Zacks S&P 500 composite's +10.6% 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 - Charles River Laboratories (CRL) reported revenue of $984.17 million for Q1 2025, reflecting a year-over-year decline of 2.7% but exceeding the Zacks Consensus Estimate by 5.25% [1] - The earnings per share (EPS) for the same quarter was $2.34, up from $2.27 a year ago, representing a surprise of 13.59% over the consensus estimate of $2.06 [1] Revenue Breakdown - Revenue from Research Models and Services was $213.07 million, surpassing the average estimate of $207.28 million, with a year-over-year change of -3.6% [4] - Revenue from Discovery and Safety Assessment reached $592.61 million, exceeding the average estimate of $545.81 million, with a year-over-year decline of -2.1% [4] - Revenue from Manufacturing Solutions was $178.49 million, slightly below the average estimate of $182.94 million, showing a year-over-year change of -3.6% [4] - Revenue from Services totaled $797.92 million, exceeding the average estimate of $755.46 million, with a year-over-year decline of -2.3% [4] - Revenue from Products was $186.25 million, above the average estimate of $178.87 million, reflecting a year-over-year change of -4.3% [4] Operating Income Analysis - Non-GAAP operating income for Research Models and Services was $57.73 million, exceeding the average estimate of $46.59 million [4] - Non-GAAP operating income for Discovery and Safety Assessment was $141.70 million, surpassing the average estimate of $122.57 million [4] - Non-GAAP operating income for Manufacturing Solutions was -$8.62 million, significantly below the average estimate of $41.50 million [4] - Unallocated Corporate Overhead reported an operating income of -$54.27 million, better than the average estimate of -$59.34 million [4] Stock Performance - Over the past month, shares of Charles River have returned -6.6%, contrasting with the Zacks S&P 500 composite's +10.6% 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 - RXO reported revenue of $1.43 billion for the quarter ended March 2025, reflecting a 57% increase year-over-year, although it fell short of the Zacks Consensus Estimate of $1.5 billion by 4.74% [1] - The company’s EPS was -$0.03, unchanged from the same quarter last year, and it missed the consensus EPS estimate of -$0.02 by 50% [1] Revenue Breakdown - Revenue from Truck Brokerage was $1.07 billion, below the average estimate of $1.17 billion [4] - Revenue from Complementary Services reached $415 million, exceeding the average estimate of $391.86 million [4] - Managed Transportation revenue was $137 million, slightly above the average estimate of $134.98 million [4] - Last Mile revenue was $278 million, surpassing the average estimate of $246.33 million [4] - Eliminations amounted to -$49 million, worse than the average estimate of -$35.08 million [4] Gross Margin Analysis - Gross margin for Complementary Services was $87 million, exceeding the average estimate of $83.43 million [4] - Gross margin for Truck Brokerage was $142 million, slightly below the average estimate of $145.10 million [4] Stock Performance - RXO shares have returned +6.3% over the past month, underperforming the Zacks S&P 500 composite's +10.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Coty (COTY) reported $1.3 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 6.2%. EPS of $0.01 for the same period compares to $0.05 a year ago.The reported revenue represents a surprise of -0.43% over the Zacks Consensus Estimate of $1.3 billion. With the consensus EPS estimate being $0.05, the EPS surprise was -80.00%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next ...