Core Insights - Amerisafe reported quarterly earnings of $0.55 per share, matching the Zacks Consensus Estimate, but down from $0.58 per share a year ago [1] - The company posted revenues of $77.86 million for the quarter, missing the Zacks Consensus Estimate by 0.53%, and up from $74.66 million year-over-year [2] - Amerisafe shares have declined approximately 21.2% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] Earnings Performance - The company has surpassed consensus EPS estimates two times over the last four quarters [1] - The earnings outlook for Amerisafe is uncertain, with current consensus EPS estimates at $0.58 for the upcoming quarter and $2.25 for the current fiscal year [7] Estimate Revisions and Market Position - The trend for estimate revisions prior to the earnings release was unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] - The Insurance - Accident and Health industry is currently ranked in the bottom 34% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8]

Core Viewpoint - NewtekOne (NEWT) reported quarterly earnings of $0.67 per share, exceeding the Zacks Consensus Estimate of $0.63 per share, and showing an increase from $0.45 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was +6.35%, with the company having surpassed consensus EPS estimates in all four of the last quarters [2] - Revenues for the quarter ended September 2025 were $74.94 million, which was 1.83% below the Zacks Consensus Estimate, but an increase from $62.83 million year-over-year [3] Stock Performance - NewtekOne shares have declined approximately 15.2% since the beginning of the year, contrasting with the S&P 500's gain of 17.2% [4] - The current Zacks Rank for NewtekOne is 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.70 on revenues of $82.92 million, and for the current fiscal year, it is $2.23 on revenues of $295.8 million [8] - The outlook for the Financial - Miscellaneous Services industry, where NewtekOne operates, is currently in the top 30% of Zacks industries, suggesting a favorable environment for stock performance [9]

Core Viewpoint - Rollins reported quarterly earnings of $0.35 per share, exceeding the Zacks Consensus Estimate of $0.32 per share, and showing an increase from $0.29 per share a year ago [1][2] Financial Performance - The company achieved revenues of $1.03 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.42%, compared to $916.27 million in the same quarter last year [3] - Rollins has surpassed consensus revenue estimates four times over the last four quarters [3] Earnings Surprise - The earnings surprise for the quarter was +9.38%, with the company previously expected to post earnings of $0.29 per share but actually reporting $0.30 per share, resulting in a surprise of +3.45% [2] Stock Performance - Rollins shares have increased approximately 20.9% since the beginning of the year, outperforming the S&P 500's gain of 17.2% [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.26 on revenues of $921.59 million, and for the current fiscal year, it is $1.12 on revenues of $3.77 billion [8] - The estimate revisions trend for Rollins was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [7] Industry Context - The Building Products - Maintenance Service industry, to which Rollins belongs, is currently in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [9]

Core Insights - Starbucks reported quarterly earnings of $0.52 per share, missing the Zacks Consensus Estimate of $0.55 per share, and down from $0.80 per share a year ago, representing an earnings surprise of -5.46% [1] - The company posted revenues of $9.57 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.61% and up from $9.07 billion year-over-year [2] - Starbucks shares have declined approximately 6.4% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.62 on revenues of $9.65 billion, and for the current fiscal year, it is $2.58 on revenues of $38.55 billion [7] - The trend of estimate revisions for Starbucks was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Retail - Restaurants industry, to which Starbucks belongs, is currently ranked in the bottom 11% of over 250 Zacks industries, suggesting potential challenges for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, highlighting the importance of monitoring these revisions for investment decisions [5]

Core Insights - Brookfield Renewable Energy Partners (BEP) shares increased by 5.1% to $31.44, with a notable trading volume, reflecting a 14.1% gain over the past four weeks [1] Group 1: Strategic Developments - Brookfield, in collaboration with the United States Government and Cameco Corporation, announced a partnership to deploy Westinghouse Electric Company's nuclear reactor technology, aiming to build at least $80 billion worth of new reactors in the U.S., which is expected to enhance Brookfield's growth prospects [2] - The company continues to focus on building and owning high-quality renewable energy assets, generating stable cash flows through long-term contracts, and operating low-cost assets in developed markets [3] Group 2: Financial Performance Expectations - Brookfield Renewable is projected to report a quarterly loss of $0.46 per share, a year-over-year decline of 43.8%, while revenues are expected to reach $897.36 million, reflecting an 11.6% increase from the previous year [4] - The consensus EPS estimate for Brookfield Renewable has been revised 2.4% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [6] Group 3: Industry Context - Brookfield Renewable is part of the Zacks Utility - Electric Power industry, where another company, Pinnacle West, saw its consensus EPS estimate change by -122.2% to $3.04, representing a year-over-year decline of 9.8% [6][7]

Core Viewpoint - Analysts expect Idexx Laboratories (IDXX) to report quarterly earnings of $3.14 per share, reflecting a year-over-year increase of 12.1%, with revenues projected at $1.07 billion, up 9.7% from the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised upward by 0.5% in the last 30 days, indicating a reassessment of initial estimates by covering analysts [1][2]. Revenue Estimates - Revenue from the Companion Animal Group (CAG) is expected to reach $981.37 million, representing a 10% increase from the prior-year quarter [4]. - Revenue from Other segments is projected at $4.48 million, indicating a 1.8% increase year-over-year [4]. - Revenue from Livestock and Poultry Diagnostics (LPD) is estimated at $30.45 million, reflecting a 5% increase from the previous year [5]. - Water revenue is expected to be $54.46 million, showing an 8.6% increase year-over-year [5]. - Revenue from the Companion Animal Group in the United States is projected at $654.89 million, indicating an 8.4% year-over-year change [5]. - International revenue from the Companion Animal Group is estimated at $324.70 million, reflecting a 12.8% increase [6]. - LPD International revenue is expected to be $24.64 million, indicating a 5.1% increase [6]. - Water International revenue is projected at $26.02 million, reflecting a 10.7% increase [6]. Gross Profit Estimates - Gross Profit for the Companion Animal Group (CAG) is expected to reach 61.4%, up from 61.0% reported in the same quarter last year [7]. - Gross Profit for Other segments is projected at 26.2%, compared to 49.9% reported in the previous year [7]. - Gross Profit for LPD is expected to be 50.4%, slightly down from 50.5% reported last year [8]. - Gross Profit for Water is projected at 69.6%, up from 69.3% reported in the same quarter last year [8]. Market Performance - Shares of Idexx have experienced a -0.7% change in the past month, contrasting with a +3.8% move of the Zacks S&P 500 composite [8].

Core Insights - MGP (MGPI) reported quarterly earnings of $0.85 per share, exceeding the Zacks Consensus Estimate of $0.62 per share, but down from $1.29 per share a year ago [1] - The earnings surprise was +37.10%, following a previous quarter where the company had a surprise of +51.56% [2] - MGP's revenues for the quarter were $130.91 million, surpassing the Zacks Consensus Estimate by 2.42%, but down from $161.46 million year-over-year [3] Earnings Performance - MGP has consistently surpassed consensus EPS estimates over the last four quarters [2] - The company has also topped consensus revenue estimates four times in the last four quarters [3] Stock Performance - MGP shares have declined approximately 39.9% year-to-date, contrasting with the S&P 500's gain of 17.2% [4] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market [7] Future Outlook - Current consensus EPS estimate for the upcoming quarter is $0.63 on revenues of $139.56 million, and for the current fiscal year, it is $2.60 on revenues of $534.54 million [8] - The outlook for the Beverages - Alcohol industry is currently in the bottom 16% of Zacks industries, which may impact MGP's stock performance [9] Industry Context - Molson Coors Brewing (TAP), another company in the same industry, is expected to report quarterly earnings of $1.72 per share, reflecting a year-over-year decline of 4.4% [10] - Molson Coors Brewing's anticipated revenues are $3.02 billion, down 0.6% from the previous year [11]

Core Insights - Monro Muffler Brake (MNRO) reported quarterly earnings of $0.21 per share, exceeding the Zacks Consensus Estimate of $0.18 per share, and showing an increase from $0.17 per share a year ago, resulting in an earnings surprise of +16.67% [1] - The company posted revenues of $288.91 million for the quarter ended September 2025, which was 3.08% below the Zacks Consensus Estimate and a decrease from $301.39 million year-over-year [2] - Monro shares have declined approximately 27.1% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] Earnings Outlook - The future performance of Monro's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][5] - The current consensus EPS estimate for the upcoming quarter is $0.17 on revenues of $302.1 million, and for the current fiscal year, it is $0.60 on revenues of $1.2 billion [7] Industry Context - The Consumer Services - Miscellaneous industry, to which Monro belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Another company in the same industry, H&R Block (HRB), is expected to report a quarterly loss of $1.40 per share, reflecting a year-over-year decline of -19.7%, with revenues projected at $199.44 million, up 2.9% from the previous year [9]

Core Insights - Stock Yards Bancorp (SYBT) reported quarterly earnings of $1.23 per share, exceeding the Zacks Consensus Estimate of $1.15 per share, and up from $1 per share a year ago [1] - The earnings surprise for the quarter was +6.96%, and the company has surpassed consensus EPS estimates in all four quarters over the past year [2] - Revenues for the quarter ended September 2025 were $101.6 million, surpassing the Zacks Consensus Estimate by 1.80%, and up from $89.86 million year-over-year [3] Earnings Performance - The company has consistently exceeded consensus revenue estimates for the last four quarters [3] - The earnings surprise of +9.52% was noted in the previous quarter, where actual earnings were $1.15 compared to an expected $1.05 [2] Stock Performance - Stock Yards shares have declined approximately 6.3% since the beginning of the year, contrasting with the S&P 500's gain of 17.2% [4] - The current Zacks Rank for Stock Yards is 4 (Sell), indicating expectations of underperformance in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is $1.15 on revenues of $100.57 million, and for the current fiscal year, it is $4.59 on revenues of $391.67 million [8] - The industry outlook, particularly for the Banks - Southeast sector, is favorable, ranking in the top 19% of over 250 Zacks industries [9]

Core Insights - Envela Corporation (ELA) shares increased by 8.6% in the last trading session, closing at $9.31, with notable trading volume compared to typical sessions, and an overall gain of 8.8% over the past four weeks [1] Company Performance - Envela's performance is supported by disciplined execution in both consumer and commercial operations, with a focus on optimizing the consumer business model and expanding retail presence to drive sustainable growth and operational efficiency [2] - The commercial segment's service-based returns business is contributing positively to profitability [2] Earnings Expectations - Envela is expected to report quarterly earnings of $0.06 per share, unchanged from the previous year, with revenues projected at $51.68 million, reflecting a 10.2% increase year-over-year [3] - The consensus EPS estimate for Envela has remained stable over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [4] Industry Context - Envela operates within the Zacks Retail - Jewelry industry, where Signet (SIG) is another key player, having closed the last trading session at $102.85, down 0.4%, with a 6.8% return over the past month [4] - Signet's consensus EPS estimate has decreased by 15.5% over the past month to $0.16, representing a 33.3% decline compared to the previous year, and currently holds a Zacks Rank of 4 (Sell) [5]