Core Insights - Service Properties (SVC) reported revenue of $435.18 million for Q1 2025, a slight year-over-year decline of 0.3% [1] - The company's EPS for the same period was $0.07, a significant improvement from -$0.48 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $428.9 million, resulting in a surprise of +1.46% [1] - The EPS also surpassed the consensus estimate of $0.05, delivering a surprise of +40.00% [1] Revenue Breakdown - Hotel operating revenues were reported at $334.96 million, slightly above the estimated $329.65 million, reflecting a year-over-year decline of 0.4% [4] - Rental income reached $100.22 million, exceeding the average estimate of $99.29 million, with a year-over-year increase of 0.2% [4] Stock Performance - Over the past month, shares of Service Properties have returned +6.6%, compared to the Zacks S&P 500 composite's +11.5% change [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 - The AZEK Company reported revenue of $452.23 million for the quarter ended March 2025, reflecting an 8.1% increase year-over-year [1] - Earnings per share (EPS) for the quarter was $0.45, up from $0.39 in the same quarter last year, with a surprise of +2.27% compared to the consensus estimate of $0.44 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $443.6 million, resulting in a surprise of +1.95% [1] Group 2 - Net Sales in the Commercial segment were $15.19 million, slightly above the three-analyst average estimate of $15.07 million, but represented a year-over-year decline of -4.3% [4] - Net Sales in the Residential segment reached $437.04 million, surpassing the three-analyst average estimate of $431.37 million, with a year-over-year increase of +8.6% [4] - Adjusted EBITDA for the Commercial segment was $1.90 million, exceeding the average estimate of $1.78 million, while the Residential segment's Adjusted EBITDA was $122.47 million, also above the estimated $119.21 million [4] Group 3 - The AZEK Company's stock has returned +11.3% over the past month, compared to the Zacks S&P 500 composite's +11.5% change [3] - The company currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Jacobs Solutions reported revenue of $2.91 billion for the quarter ended March 2025, a decrease of 31.8% year-over-year [1] - The earnings per share (EPS) for the quarter was $1.43, down from $1.91 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $3.02 billion by 3.57%, while the EPS exceeded the consensus estimate of $1.41 by 1.42% [1] Financial Performance Metrics - Adjusted Net Revenues for Infrastructure & Advanced Facilities were $1.83 billion, slightly below the average estimate of $1.87 billion from two analysts [4] - Revenues from PA Consulting were reported at $307.66 million, surpassing the estimated $304.37 million, reflecting a year-over-year increase of 4.7% [4] - Segment Operating Profit for Infrastructure & Advanced Facilities was $203.27 million, exceeding the average estimate of $190.56 million [4] - Segment Operating Profit for PA Consulting was $67.35 million, also above the average estimate of $65.06 million [4] Stock Performance - Shares of Jacobs Solutions have returned +14% over the past month, outperforming the Zacks S&P 500 composite's +11.5% 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 - Premier, Inc. reported a revenue of $261.38 million for the quarter ended March 2025, reflecting a year-over-year decline of 23.7% and an EPS of $0.44 compared to $0.55 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $238.88 million by 9.42%, while the EPS surprised by 41.94% against the consensus estimate of $0.31 [1] Financial Performance Metrics - Net Revenue from Supply Chain Services - Software licenses, other services, and support was $18.67 million, surpassing the average estimate of $17.41 million [4] - Net Revenue from Performance Services was $100.48 million, compared to the estimated $89.14 million, representing a year-over-year decline of 12.6% [4] - Total Net Revenue from Supply Chain Services was $160.91 million, exceeding the average estimate of $149.73 million, but showing a year-over-year decline of 29.3% [4] - Net Revenue from Supply Chain Services - Net administrative fees was $142.23 million, compared to the average estimate of $132.32 million, reflecting a year-over-year change of -9.3% [4] - Adjusted EBITDA for Supply Chain Services was $85.67 million, exceeding the estimate of $76.65 million [4] - Adjusted EBITDA for Performance Services was $19.45 million, compared to the estimated $14.26 million [4] - Adjusted EBITDA for Corporate was -$33.37 million, compared to the average estimate of -$30.96 million [4] Stock Performance - Shares of Premier have returned +7.1% over the past month, while the Zacks S&P 500 composite has changed by +11.5% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]

Core Insights - EverQuote (EVER) reported revenue of $166.63 million for the quarter ended March 2025, marking an 83% year-over-year increase and a surprise of +5.41% over the Zacks Consensus Estimate of $158.08 million [1] - The earnings per share (EPS) for the same period was $0.38, compared to $0.05 a year ago, resulting in an EPS surprise of +18.75% against the consensus estimate of $0.32 [1] Financial Performance Metrics - Variable Marketing Dollars amounted to $46.86 million, exceeding the six-analyst average estimate of $45.41 million [4] - Automotive revenue reached $152.72 million, surpassing the average estimate of $143.04 million from four analysts, representing a significant year-over-year increase of +97% [4] - Home and Renters revenue was reported at $13.90 million, slightly below the four-analyst average estimate of $15.32 million, with a year-over-year change of +9.6% [4] - Other revenue was only $0.01 million, significantly lower than the three-analyst average estimate of $0.24 million, reflecting a drastic year-over-year decline of -98.5% [4] Stock Performance - EverQuote's shares have returned +23.3% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Group 1 - Oneok Inc. reported $8.04 billion in revenue for Q1 2025, a year-over-year increase of 68.2% [1] - The EPS for the same period was $1.04, down from $1.09 a year ago, indicating a decline [1] - The reported revenue exceeded the Zacks Consensus Estimate of $7 billion by 14.89%, while the EPS fell short of the consensus estimate of $1.23 by 15.45% [1] Group 2 - Oneok's stock has returned -18.1% over the past month, compared to the S&P 500 composite's -0.7% change [3] - The company currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Group 3 - Raw feed throughput for Natural Gas Liquids was 1,293 MBBL/d, below the average estimate of 1,369.48 MBBL/d [4] - Adjusted EBITDA for Natural Gas Liquids was $635 million, compared to the average estimate of $686.37 million [4] - Adjusted EBITDA for Refined Products & Crude was $471 million, below the estimated $527.44 million [4] - Adjusted EBITDA for Natural Gas Pipelines was $212 million, exceeding the average estimate of $171.15 million [4] - Adjusted EBITDA for Natural Gas Gathering and Processing was $491 million, below the average estimate of $529 million [4]

Group 1 - Midland States Bancorp reported revenue of $75.95 million for the quarter ended March 2025, a year-over-year decline of 1.5% [1] - The company's EPS for the same period was $0.57, compared to $0.53 a year ago, indicating an increase [1] - The reported revenue exceeded the Zacks Consensus Estimate of $72.75 million by 4.40%, and the EPS also surpassed the consensus estimate of $0.52 by 9.62% [1] Group 2 - Key metrics for Midland States Bancorp include an efficiency ratio of 64.2%, better than the estimated 67.7% [4] - Average interest-earning assets were reported at $6.80 billion, slightly above the estimated $6.77 billion [4] - Net charge-offs to average loans were 1.4%, significantly higher than the estimated 0.4% [4] Group 3 - The net interest margin was reported at 3.5%, exceeding the average estimate of 3.2% [4] - Wealth management revenue was $7.35 million, slightly above the estimated $7.30 million [4] - Total noninterest income was $17.76 million, below the average estimate of $19 million [4] Group 4 - Shares of Midland States Bancorp have returned -4.2% over the past month, underperforming the Zacks S&P 500 composite's -0.2% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]

Core Insights - Redwood Trust reported revenue of $27.9 million for Q1 2025, a 16.3% year-over-year increase, but fell short of the Zacks Consensus Estimate of $31.31 million by -10.89% [1] - The company’s EPS for the quarter was $0.14, compared to $0.08 a year ago, but also missed the consensus estimate of $0.17 by -17.65% [1] Financial Performance Metrics - Net interest income was reported at $27.90 million, below the average estimate of $30.09 million from four analysts [4] - Total non-interest income (loss), net, was $45.90 million, exceeding the average estimate of $43.75 million based on four analysts [4] - Non-interest income (loss) from other income, net, was $1.60 million, significantly lower than the average estimate of $7.25 million [4] - Non-interest income (loss) from investment fair value changes, net, was reported at -$5.20 million, compared to the average estimate of $4.13 million from two analysts [4] Stock Performance - Redwood Trust shares have returned +2.8% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.2% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - Skechers reported revenue of $2.41 billion for the quarter ended March 2025, reflecting a year-over-year increase of 7.1% [1] - The earnings per share (EPS) was $1.34, slightly up from $1.33 in the same quarter last year, with an EPS surprise of +14.53% against the consensus estimate of $1.17 [1] Revenue Performance - Geographic Revenue in Asia Pacific was $589 million, down 2.6% year-over-year and below the estimated $618.58 million [4] - Domestic Wholesale sales reached $496.20 million, representing a 4.2% increase year-over-year, but below the average estimate of $533.12 million [4] - Domestic Direct-to-Consumer sales were $357.50 million, exceeding the estimate of $335.74 million with a year-over-year growth of 10.8% [4] - Revenue from Europe, Middle East & Africa was $718.20 million, up 14.4% year-over-year and above the estimated $708.61 million [4] - International Direct-to-Consumer sales were $521.90 million, slightly below the estimate of $543.09 million, with a year-over-year increase of 2.9% [4] - Revenue from the Americas was $1.10 billion, reflecting an 8.3% year-over-year increase but below the estimated $1.12 billion [4] - International Wholesale sales were $1.04 billion, slightly above the estimate of $1.03 billion, with a year-over-year growth of 9.6% [4] - Total Wholesale sales amounted to $1.53 billion, a 7.8% increase year-over-year, but below the average estimate of $1.55 billion [4] - Total Direct-to-Consumer sales were $879.40 million, a 6% increase year-over-year, but below the estimate of $885.27 million [4] Stock Performance - Skechers shares have returned -14.8% over the past month, compared to a -5.1% change in the Zacks S&P 500 composite [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 - Brookline Bancorp (BRKL) reported revenue of $91.49 million for the quarter ended March 2025, reflecting a year-over-year increase of 4.1% [1] - Earnings per share (EPS) for the quarter was $0.22, up from $0.16 in the same quarter last year, but below the consensus estimate of $0.23, resulting in an EPS surprise of -4.35% [1] - The reported revenue was also below the Zacks Consensus Estimate of $94.92 million, leading to a revenue surprise of -3.61% [1] Financial Metrics - Efficiency Ratio stood at 65.6%, slightly better than the average estimate of 65.8% based on three analysts [4] - Net Interest Margin was reported at 3.2%, matching the average estimate from three analysts [4] - Average Balance of Total Interest-Earning Assets was $10.88 billion, below the average estimate of $11.11 billion from two analysts [4] - Total Non-Interest Income was $5.66 million, lower than the average estimate of $6.56 million from three analysts [4] - Net Interest Income was $85.83 million, compared to the average estimate of $87.47 million from three analysts [4] - Gain on sales of loans and leases was $0.02 million, significantly below the average estimate of $0.43 million from two analysts [4] - Loan fees were reported at $0.39 million, under the average estimate of $0.60 million from two analysts [4] - Deposit fees were $2.36 million, slightly above the average estimate of $2.31 million from two analysts [4] - Loan level derivative income, net, was $0.07 million, compared to the average estimate of $0.40 million from two analysts [4] Stock Performance - Brookline's shares have returned -9.4% over the past month, compared to a -6.6% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]