Core Insights - HP reported revenue of $13.93 billion for the quarter ended July 2025, a year-over-year increase of 3.1%, with EPS of $0.75 compared to $0.83 a year ago, falling short of the Zacks Consensus Estimate of $13.96 billion by -0.19% [1] Financial Performance - The stock has returned +5.2% over the past month, outperforming the Zacks S&P 500 composite's +1.3% change, and currently holds a Zacks Rank 3 (Hold) [3] Key Metrics - Days in accounts payable: 138 days, above the average estimate of 133 days - Days of sales outstanding in accounts receivable: 33 days, slightly above the average estimate of 32 days - Days of supply in inventory: 68 days, in line with the average estimate of 69 days [4] Personal Systems Revenue - Net revenue from Commercial Personal Systems: $7.04 billion, below the average estimate of $7.11 billion, representing a +5.4% change year-over-year - Net revenue from Consumer Personal Systems: $2.9 billion, slightly above the average estimate of $2.89 billion, with a +7.5% year-over-year change - Total Net revenue from Personal Systems: $9.93 billion, below the average estimate of $10 billion, with a +6% year-over-year change [4] Printing Revenue - Net revenue from Printing Supplies: $2.6 billion, above the average estimate of $2.58 billion, but a -3.7% change year-over-year - Net revenue from Commercial Printing: $1.11 billion, slightly above the average estimate of $1.1 billion, with a -3% year-over-year change - Net revenue from Consumer Printing: $269 million, below the average estimate of $275.02 million, representing an -8.2% year-over-year change - Total Net revenue from Printing: $3.99 billion, above the average estimate of $3.95 billion, with a -3.8% year-over-year change [4] Earnings from Operations - Earnings from operations in Personal Systems: $541 million, above the average estimate of $529.65 million - Earnings from operations in Corporate Investments: -$32 million, significantly better than the average estimate of -$124.78 million [4]

Core Insights - Premier, Inc. reported a revenue of $262.86 million for the quarter ended June 2025, which is a 25% decrease compared to the same period last year, while EPS was $0.46, down from $0.69 year-over-year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $242.42 million by 8.43%, and the EPS also surpassed the consensus estimate of $0.34 by 35.29% [1] Financial Performance Metrics - Net Revenue from Supply Chain Services for Software licenses and other services was $19.95 million, exceeding the average estimate of $17.24 million [4] - Net Revenue from Performance Services was $92.86 million, compared to the average estimate of $87.13 million, representing a year-over-year decline of 22.9% [4] - Total Net Revenue from Supply Chain Services was $170 million, surpassing the estimated $155.56 million, but reflecting a 26.1% decrease from the previous year [4] - Net administrative fees from Supply Chain Services were reported at $150.05 million, above the average estimate of $138.33 million, with a year-over-year change of -9.3% [4] - Adjusted EBITDA for Supply Chain Services was $89.99 million, exceeding the average estimate of $81.52 million [4] - Adjusted EBITDA for Performance Services was $17.17 million, compared to the average estimate of $15.87 million [4] - Corporate Adjusted EBITDA was reported at -$38.3 million, worse than the average estimate of -$33.22 million [4] Stock Performance - Shares of Premier have returned +16.7% over the past month, outperforming the Zacks S&P 500 composite's +2.5% 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 - CAE reported revenue of $793.98 million for the quarter ended June 2025, reflecting a year-over-year increase of 1.3% [1] - The earnings per share (EPS) remained unchanged at $0.15 compared to the same quarter last year [1] - The reported revenue fell short of the Zacks Consensus Estimate of $810.12 million, resulting in a surprise of -1.99% [1] - The company did not deliver an EPS surprise, as the consensus EPS estimate was also $0.15 [1] Financial Performance Metrics - CAE's shares have returned -2.5% over the past month, contrasting with the Zacks S&P 500 composite's +2% 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] Civil Aviation Segment Performance - Simulator equivalent units (SEU) reported at 298, slightly below the average estimate of 300 by seven analysts [4] - Full Flight Simulator (FFS) deliveries were 8, exceeding the average estimate of 7 by six analysts [4] - The utilization rate for Civil Aviation was 71%, lower than the average estimate of 75.6% based on five analysts [4] - FFSs in CAE's network totaled 367, slightly above the average estimate of 364 by three analysts [4]

Core Insights - Macerich reported revenue of $249.79 million for the quarter ended June 2025, reflecting a 15.9% increase year-over-year and a surprise of +3.35% over the Zacks Consensus Estimate of $241.7 million [1] - The company's EPS was $0.32, down from $1.16 in the same quarter last year, with an EPS surprise of -5.88% compared to the consensus estimate of $0.34 [1] Financial Performance Metrics - Minimum rents generated $155.47 million, exceeding the estimated $150.4 million, marking a +17.4% change year-over-year [4] - Management Companies revenues were $5.94 million, slightly below the estimated $6.11 million, representing a -12.4% change year-over-year [4] - Tenant recoveries amounted to $66.83 million, surpassing the average estimate of $64.36 million, with a +14.4% year-over-year change [4] - Percentage rents were reported at $4.15 million, compared to the estimated $5.16 million, indicating a +43.8% change year-over-year [4] - Net Earnings Per Share (Diluted) was reported at $-0.16, compared to the average estimate of $-0.10 [4] Stock Performance - Over the past month, Macerich shares returned +2.5%, slightly underperforming the Zacks S&P 500 composite's +2.7% 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]

Financial Performance - For the quarter ended June 2025, Par Petroleum reported revenue of $1.89 billion, down 6.2% year-over-year, with an EPS of $1.54 compared to $0.49 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.62 billion by +17.17%, and the EPS surprised by +108.11% against the consensus estimate of $0.74 [1] Key Metrics - Total refining feedstocks throughput was 186,600 million barrels, surpassing the average estimate of 183,299 million barrels [4] - Hawaii Refinery throughput was 88.1 million barrels, above the average estimate of 83.06 million barrels [4] - Montana Refinery throughput was 44.2 million barrels, slightly below the average estimate of 45.3 million barrels [4] - Wyoming Refinery throughput was 13.5 million barrels, compared to the average estimate of 14 million barrels [4] - Washington Refinery throughput was 40.8 million barrels, in line with the average estimate of 40.97 million barrels [4] - Retail sales volumes reached 30,848.00 Kgal, slightly above the average estimate of 30,765.31 Kgal [4] Revenue Breakdown - Revenues from refining were $1.83 billion, exceeding the average estimate of $1.55 billion [4] - Retail revenues were $146.69 million, compared to the average estimate of $142.65 million [4] - Logistics revenues were $73.01 million, surpassing the average estimate of $60.88 million [4] Adjusted EBITDA - Adjusted EBITDA for refining was $108.38 million, significantly above the average estimate of $64.86 million [4] - Adjusted EBITDA for logistics was $29.8 million, slightly above the average estimate of $28.89 million [4] - Adjusted EBITDA for retail was $23.35 million, exceeding the average estimate of $20.46 million [4] Stock Performance - Par Petroleum's shares have returned -21.7% over the past month, while the Zacks S&P 500 composite increased by +1.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - Aspen Aerogels reported a revenue of $78.02 million for the quarter ended June 2025, reflecting a decline of 33.8% year-over-year [1] - The company's EPS was -$0.04, a decrease from $0.21 in the same quarter last year [1] - Revenue exceeded the Zacks Consensus Estimate of $72.07 million by 8.26%, while EPS surpassed the consensus estimate of -$0.12 by 66.67% [1] Revenue Breakdown - Energy Industrial revenue was $22.8 million, significantly below the average estimate of $33.49 million, marking a year-over-year decline of 38.2% [4] - Thermal Barrier revenue reached $55.2 million, exceeding the average estimate of $37.69 million, but still represented a year-over-year decrease of 31.7% [4] Profit Metrics - Gross Profit for Thermal Barrier was $17.01 million, outperforming the average estimate of $7.61 million [4] - Gross Profit for Energy Industrial was $8.31 million, which was lower than the average estimate of $10.98 million [4] Stock Performance - Aspen Aerogels shares have returned +8.1% over the past month, compared to a +1.9% 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 [3]

Core Insights - 10x Genomics reported revenue of $172.91 million for the quarter ended June 2025, reflecting a year-over-year increase of 12.9% and surpassing the Zacks Consensus Estimate of $139.44 million by 24% [1] - The company achieved an EPS of $0.28, a significant improvement from -$0.32 in the same quarter last year, resulting in an EPS surprise of 180% compared to the consensus estimate of -$0.35 [1] Revenue Breakdown - Consumables revenue reached $122.19 million, slightly above the average estimate of $117.21 million, but showing a year-over-year decline of 1% [4] - Instruments revenue was reported at $14.5 million, below the average estimate of $14.9 million, marking a substantial year-over-year decrease of 39.2% [4] - Chromium instruments generated $5.73 million, slightly exceeding the estimated $5.6 million [4] - Services revenue amounted to $8.48 million, outperforming the estimate of $7.36 million, and reflecting a year-over-year increase of 43.9% [4] - Consumables from Chromium totaled $85.79 million, surpassing the estimate of $84.35 million [4] - Spatial consumables revenue was reported at $36.4 million, exceeding the average estimate of $32.86 million [4] - Spatial instruments revenue was $8.77 million, below the average estimate of $9.3 million [4] Stock Performance - Over the past month, shares of 10x Genomics have returned +4.6%, outperforming the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - EOG Resources reported a revenue of $5.48 billion for the quarter ended June 2025, reflecting a 9.1% decrease year-over-year, while EPS was $2.32, down from $3.16 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate by 0.3%, and the EPS surpassed the consensus estimate by 4.98% [1] Financial Performance Metrics - Crude Oil and Condensate production was 504.2 million barrels per day, slightly above the analyst estimate of 502.78 million barrels per day [4] - Natural Gas production reached 2229 million cubic feet per day, exceeding the average estimate of 2161.91 million cubic feet per day [4] - Natural Gas Liquids production was 258.4 million barrels per day, surpassing the analyst estimate of 249.55 million barrels per day [4] - Total production was reported at 103.20 MBOE, higher than the estimated 101.38 MBOE [4] Revenue Breakdown - Natural Gas revenues were $600 million, significantly up by 98% year-over-year, and above the average estimate of $589.88 million [4] - Crude Oil and Condensate revenues were $2.97 billion, down 19.5% compared to the previous year, and slightly below the estimated $3.01 billion [4] - Natural Gas Liquids revenues totaled $534 million, reflecting a 3.7% increase year-over-year, and above the average estimate of $484 million [4] - Revenues from Gathering, Processing, and Marketing were $1.25 billion, down 17.9% year-over-year, and below the estimate of $1.43 billion [4] - Other revenues were reported at $16 million, a decrease of 30.4% year-over-year, compared to the average estimate of $21.13 million [4] Stock Performance - EOG Resources' shares have returned -4.4% over the past month, contrasting with the Zacks S&P 500 composite's increase of 1.2% [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 - Restaurant Brands reported revenue of $2.41 billion for the quarter ended June 2025, reflecting a year-over-year increase of 15.9% and a surprise of +2.91% over the Zacks Consensus Estimate of $2.34 billion [1] - The earnings per share (EPS) for the quarter was $0.94, which is an increase from $0.86 in the same quarter last year, but fell short of the consensus estimate of $0.97, resulting in an EPS surprise of -3.09% [1] Financial Performance Metrics - Comparable Sales for Burger King (BK) globally were reported at 1.3%, slightly below the average estimate of 1.6% [4] - Comparable Sales for Popeyes Louisiana Kitchen (PLK) globally were -1.4%, compared to the average estimate of 0.9% [4] - Comparable Sales for Tim Hortons (TH) globally were 3.4%, exceeding the average estimate of 1.8% [4] - Comparable Sales for International (INTL) were 4.2%, surpassing the average estimate of 3.3% [4] Revenue Breakdown - Franchise and property revenues reached $760 million, exceeding the average estimate of $752.61 million, with a year-over-year change of +1.7% [4] - Advertising revenues and other services totaled $318 million, slightly above the estimated $310.54 million, representing a +4.6% change year-over-year [4] - Firehouse Subs (FHS) revenues were $59 million, compared to the average estimate of $56.33 million, marking an 11.3% year-over-year increase [4] System-wide Sales - System-wide sales for Tim Hortons (TH) were $2 billion, exceeding the average estimate of $1.94 billion, with a +2.9% year-over-year change [4] - System-wide sales for Burger King (BK) were $2.95 billion, slightly above the average estimate of $2.93 billion, reflecting a +0.9% year-over-year change [4] - System-wide sales for Popeyes Louisiana Kitchen (PLK) were $1.58 billion, just below the average estimate of $1.59 billion, with a +1.5% year-over-year change [4] - System-wide sales for Firehouse Subs (FHS) were $336 million, in line with the average estimate of $336.83 million, representing a +6.3% year-over-year change [4] - International revenues were $250 million, exceeding the average estimate of $247.19 million, with a +7.8% year-over-year change [4]

Core Insights - Western Midstream reported revenue of $942.32 million for the quarter ended June 2025, reflecting a 4.1% increase year-over-year and a slight positive surprise of +0.09% over the Zacks Consensus Estimate of $941.48 million [1] - The company's EPS was $0.87, down from $0.97 in the same quarter last year, but exceeded the consensus estimate of $0.82 by +6.1% [1] Financial Performance - The revenue increase indicates a positive trend in the company's financial health, despite the decline in EPS [1][2] - Key metrics such as throughput for natural gas and crude oil assets showed mixed results compared to analyst estimates, with some metrics exceeding expectations while others fell short [4] Market Position - Shares of Western Midstream have returned +1.1% over the past month, outperforming the Zacks S&P 500 composite's +0.5% change, although the stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance in the near term [3]