Core Insights - Chubb reported a revenue of $16.14 billion for the quarter ended September 2025, reflecting a year-over-year increase of 7.5% and a surprise of +1.61% over the Zacks Consensus Estimate of $15.88 billion [1] - The earnings per share (EPS) for the quarter was $7.49, significantly higher than the $5.72 reported in the same quarter last year, resulting in an EPS surprise of +26.09% compared to the consensus estimate of $5.94 [1] Financial Performance Metrics - Loss and loss expense ratio stood at 56.7%, outperforming the average estimate of 62.4% from seven analysts [4] - Combined ratio was reported at 81.8%, better than the average estimate of 87.7% from seven analysts [4] - North America Agricultural Insurance combined ratio was 88%, compared to the estimated 92.2% [4] - Net premiums written for North American Personal P&C Insurance reached $1.81 billion, exceeding the estimate of $1.79 billion and representing an 8% increase year-over-year [4] - Net investment income for Overseas General Insurance was $288 million, slightly below the estimate of $303.16 million, but showing a year-over-year increase of 0.7% [4] - Global Reinsurance net investment income was $100 million, surpassing the estimate of $72.62 million, with a year-over-year increase of 56.3% [4] - Total P&C net premiums written were $12.93 billion, matching the average estimate and reflecting a 5.4% year-over-year increase [4] - Global Reinsurance net premiums written were $304 million, falling short of the estimate of $369.68 million, indicating a year-over-year decline of 13.6% [4] - Overseas General Insurance net premiums written were $3.7 billion, exceeding the estimate of $3.63 billion, with a year-over-year increase of 9.7% [4] - North America Agricultural Insurance net investment income was $20 million, slightly below the estimate of $20.95 million, with no year-over-year change [4] - Total P&C net premiums earned were $12.43 billion, below the estimate of $12.51 billion, reflecting a year-over-year increase of 5% [4] Stock Performance - Chubb's shares have returned -1.8% over the past month, contrasting with the Zacks S&P 500 composite's +1.2% change [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 - Texas Instruments (TXN) reported revenue of $4.74 billion for the quarter ended September 2025, reflecting a year-over-year increase of 14.2% [1] - Earnings per share (EPS) for the quarter was $1.48, slightly up from $1.47 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $4.65 billion by 2.06%, while the EPS also surpassed the consensus estimate of $1.47 by 0.68% [1] Revenue Breakdown - Revenue from Other segments was $304 million, below the average estimate of $319.55 million, with a year-over-year increase of 10.6% [4] - Revenue from Embedded Processing was $709 million, slightly below the estimated $717.85 million, representing an 8.6% increase year-over-year [4] - Revenue from Analog reached $3.73 billion, exceeding the average estimate of $3.6 billion, with a year-over-year change of 15.7% [4] Operating Profit Analysis - Operating profit for Embedded Processing was reported at $108 million, below the average estimate of $131.79 million [4] - Operating profit for Analog was $1.49 billion, slightly above the average estimate of $1.46 billion [4] Stock Performance - Texas Instruments' stock has remained unchanged over the past month, while the Zacks S&P 500 composite increased by 1.2% [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 - Elevance Health reported $50.09 billion in revenue for Q3 2025, a 12% year-over-year increase, with an EPS of $6.03 compared to $8.37 a year ago, indicating a revenue surprise of +1.15% over estimates and an EPS surprise of +21.08% [1] Financial Performance - Total Medical Membership reached 45.37 million, slightly below the average estimate of 45.62 million [4] - Medicaid membership was 8.65 million, close to the estimate of 8.68 million [4] - Medicare and Medicare Supplement membership was 877 thousand, slightly above the estimate of 867.33 thousand [4] - Commercial Risk-Based membership was 3.62 million, matching the average estimate [4] Revenue Breakdown - Service fees generated $2.14 billion, exceeding the estimate of $2.07 billion, with a year-over-year increase of +5.6% [4] - Premiums totaled $41.79 billion, surpassing the estimate of $41.04 billion, reflecting a +13.5% year-over-year change [4] - Net investment income was $625 million, significantly above the estimate of $449.12 million, marking a +13.4% increase year-over-year [4] - Product revenue was $6.16 billion, slightly below the estimate of $6.34 billion, with a +4.6% year-over-year change [4] Operating Revenue - Carelon Services reported total operating revenue of $7.32 billion, below the estimate of $7.46 billion, but showing a +57.9% year-over-year increase [4] - CarelonRx generated $11 billion in operating revenue, exceeding the estimate of $10.52 billion, with a +20.3% year-over-year change [4] - Health Benefits operating revenue was $42.25 billion, surpassing the estimate of $41.54 billion, reflecting a +10.4% year-over-year increase [4] - Eliminations reported a total of $-10.63 billion, slightly below the estimate of $-10.14 billion, with a +43.4% year-over-year change [4] Stock Performance - Elevance Health shares returned +11.4% over the past month, outperforming the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]

Core Insights - Steel Dynamics reported revenue of $4.83 billion for the quarter ended September 2025, reflecting an 11.2% increase year-over-year and surpassing the Zacks Consensus Estimate of $4.69 billion by 2.93% [1] - The company's EPS was $2.74, up from $2.05 in the same quarter last year, exceeding the consensus EPS estimate of $2.66 by 3.01% [1] Financial Performance - The average external sales price for Steel was $1,119.00 per ton, higher than the estimated $1,083.47 per ton [4] - Steel Fabrication's average sales price was $2,495.00 per ton, below the estimated $2,588.69 per ton [4] - External net sales for Steel reached $3.54 billion, a 21.3% year-over-year increase, compared to the average estimate of $3.27 billion [4] - External net sales for Steel Fabrication were $377.68 million, down 15.6% year-over-year, and below the average estimate of $403.07 million [4] - External net sales for Metals Recycling were $520.99 million, a decrease of 7.9% year-over-year, compared to the average estimate of $530.23 million [4] - External net sales for Other segments were $320.36 million, down 22.2% year-over-year, and below the average estimate of $396.62 million [4] - External net sales for Aluminum were $71.14 million, significantly lower than the average estimate of $142.54 million [4] Market Performance - Steel Dynamics shares returned +2.5% over the past month, outperforming the Zacks S&P 500 composite's +1.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - WaFd reported $188.3 million in revenue for the quarter ended September 2025, reflecting a year-over-year decline of 0.2% and an EPS of $0.72 compared to $0.70 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $190.22 million, resulting in a surprise of -1.01%, while the EPS also missed the consensus estimate of $0.75 by 4% [1] Financial Performance Metrics - Efficiency Ratio stood at 56.8%, higher than the two-analyst average estimate of 55.5% [4] - Net Interest Margin was reported at 2.7%, matching the two-analyst average estimate [4] - Net charge-offs average loans were at 0%, better than the two-analyst average estimate of 0.1% [4] - Total Non-performing Assets reached $143.02 million, significantly above the two-analyst average estimate of $98.38 million [4] - Average balance of Total interest-earning assets was $24.84 billion, slightly below the two-analyst average estimate of $25.07 billion [4] - Total Non-accrual loans amounted to $128.63 million, exceeding the two-analyst average estimate of $83.91 million [4] - Total noninterest income was reported at $18.39 million, slightly above the two-analyst average estimate of $18.19 million [4] - Net Interest Income was $169.91 million, lower than the two-analyst average estimate of $172.05 million [4] Stock Performance - WaFd shares have returned -7.1% over the past month, contrasting with the Zacks S&P 500 composite's +0.9% 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 - Home BancShares reported revenue of $277.67 million for the quarter ended September 2025, reflecting a year-over-year increase of 7.6% and a surprise of +2.68% over the Zacks Consensus Estimate of $270.43 million [1] - The earnings per share (EPS) for the quarter was $0.61, compared to $0.50 in the same quarter last year, resulting in an EPS surprise of +1.67% against the consensus estimate of $0.60 [1] Financial Performance Metrics - Efficiency Ratio was reported at 40.2%, better than the estimated 41.2% by three analysts [4] - Net Interest Margin stood at 4.6%, slightly above the average estimate of 4.5% from three analysts [4] - Total non-performing assets amounted to $126.48 million, lower than the estimated $131.5 million by two analysts [4] - Total non-performing loans were reported at $85.21 million, compared to the estimated $85.58 million by two analysts [4] - Average balance of total interest-earning assets was $19.94 billion, below the estimated $20.14 billion by two analysts [4] - Net charge-offs to average total loans were at 0.1%, matching the estimate from two analysts [4] - Net Interest Income was $226.17 million, exceeding the average estimate of $224.38 million from three analysts [4] - Total Non-Interest Income reached $51.51 million, significantly higher than the average estimate of $43.47 million from three analysts [4] - Net Interest Income (FTE) was reported at $229.08 million, above the average estimate of $226.72 million from two analysts [4] Stock Performance - Home BancShares shares have returned -2.2% over the past month, while the Zacks S&P 500 composite has changed by +1% [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 - SL Green reported revenue of $149.67 million for the quarter ended September 2025, reflecting a 7.2% increase year-over-year and a slight surprise of +0.04% over the Zacks Consensus Estimate of $149.62 million [1] - The company's EPS for the quarter was $1.58, a significant improvement from -$0.21 in the same quarter last year, resulting in an EPS surprise of +17.91% compared to the consensus estimate of $1.34 [1] Revenue Breakdown - Investment income was reported at $4.36 million, which is a decrease of 18.5% compared to the year-ago quarter and below the average estimate of $7.54 million from four analysts [4] - Rental revenue, including escalation and reimbursement revenues, amounted to $168.54 million, exceeding the average estimate of $167.09 million and representing a year-over-year increase of 7.4% [4] - Other income reached $28.2 million, surpassing the average estimate of $25.2 million and showing a year-over-year growth of 7.6% [4] - SUMMIT Operator revenue was reported at $32.88 million, which is a decline of 9.8% year-over-year and below the average estimate of $37.03 million from three analysts [4] Stock Performance - Over the past month, SL Green's shares have returned -14.7%, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Cintas reported $2.72 billion in revenue for the quarter ended August 2025, marking an 8.7% year-over-year increase, with EPS of $1.20 compared to $1.10 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $2.69 billion, resulting in a surprise of +0.87%, while the EPS also surpassed the consensus estimate of $1.19 with a surprise of +0.84% [1] Revenue Breakdown - Revenue from Uniform Rental and Facility Services was $2.09 billion, slightly above the $2.07 billion average estimate, reflecting an 8.1% year-over-year increase [4] - Revenue from Other services reached $627.06 million, exceeding the estimated $624.15 million, representing a 10.5% increase compared to the previous year [4] - Revenue from All Other services was $292.4 million, slightly below the estimated $294.27 million, but still showing a 6.3% year-over-year growth [4] - Revenue from First Aid and Safety Services was $334.66 million, surpassing the $329.18 million estimate, with a notable 14.4% year-over-year increase [4] Operating Income Analysis - Operating income for Uniform Rental and Facility Services was $499.94 million, exceeding the average estimate of $487.7 million [4] - Operating income for First Aid and Safety Services was $80.33 million, slightly above the average estimate of $80.01 million [4] - Operating income for All Other services was $37.6 million, below the average estimate of $48.44 million [4] Stock Performance - Cintas shares have returned -5.8% over the past month, contrasting with the Zacks S&P 500 composite's +3.1% change, but the stock holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Lennar reported $8.81 billion in revenue for the quarter ended August 2025, a year-over-year decline of 6.4% and an EPS of $2.00 compared to $3.90 a year ago, missing the Zacks Consensus Estimate of $9.04 billion by 2.49% [1] - Key financial metrics indicate mixed performance, with some areas showing growth while others declined, impacting overall financial health [2] Financial Performance - Revenue from Homebuilding was $8.25 billion, below the estimated $8.63 billion, reflecting an 8.8% year-over-year decline [4] - Revenue from Financial Services was $314.2 million, exceeding the estimate of $285.03 million, marking a 15% increase year-over-year [4] - Multifamily revenue reached $228.47 million, significantly surpassing the estimate of $120.27 million, representing a 144.5% increase year-over-year [4] Deliveries and Orders - Total deliveries of homes were 21,584, slightly below the estimate of 22,546 [4] - New orders for homes totaled 23,004, exceeding the estimate of 22,504 [4] - Backlog of homes stood at 16,953, higher than the average estimate of 15,522 [4] Market Performance - Shares of Lennar returned +2% over the past month, compared to the Zacks S&P 500 composite's +2.5% change [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 - AeroVironment reported a revenue of $454.68 million for the quarter ended July 2025, marking a 140% increase year-over-year [1] - The earnings per share (EPS) was $0.32, down from $0.89 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $453.5 million by 0.26%, while the EPS fell short of the consensus estimate of $0.34 by 5.88% [1] Revenue Breakdown - Contract Services revenue reached $141.14 million, significantly surpassing the two-analyst average estimate of $100.37 million, reflecting a year-over-year increase of 370.8% [4] - Product Sales revenue was $313.53 million, exceeding the two-analyst average estimate of $250.07 million, with a year-over-year growth of 96.6% [4] Gross Margin Analysis - Gross margin for Contract Services was reported at $12.27 million, below the average estimate of $25.08 million from two analysts [4] - Gross margin for Product Sales was $82.85 million, also falling short of the two-analyst average estimate of $95.43 million [4] Stock Performance - AeroVironment's shares have declined by 7.8% over the past month, contrasting with a 2.1% increase 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]