Core Insights - Archrock Inc. reported revenue of $347.16 million for Q1 2025, a year-over-year increase of 29.3% and a surprise of +1.55% over the Zacks Consensus Estimate of $341.88 million [1] - The company achieved an EPS of $0.42, compared to $0.26 a year ago, with an EPS surprise of +7.69% against the consensus estimate of $0.39 [1] Revenue Breakdown - Aftermarket services revenue was $46.77 million, slightly below the two-analyst average estimate of $49.76 million, reflecting a year-over-year change of +2.9% [4] - Contract operations revenue reached $300.40 million, exceeding the two-analyst average estimate of $292.43 million, with a year-over-year change of +34.7% [4] Gross Margin Analysis - Gross margin for aftermarket services was reported at $11.51 million, slightly above the estimated $11.45 million [4] - Gross margin for contract operations was $210.60 million, surpassing the estimated $204.19 million [4] Stock Performance - Archrock Inc. shares have returned +12.7% 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]

Core Insights - Realty Income Corp. reported $1.38 billion in revenue for the quarter ended March 2025, marking a year-over-year increase of 9.5% [1] - The company's EPS for the same period was $1.06, compared to $0.16 a year ago, with no EPS surprise against the consensus estimate [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.37 billion by 0.53% [1] Revenue Breakdown - Rental revenue (including reimbursable) was $1.31 billion, matching the average estimate from four analysts, and reflecting an 8.7% increase year-over-year [4] - Other revenue amounted to $67.45 million, surpassing the three-analyst average estimate of $57.70 million, with a year-over-year change of 28.9% [4] Stock Performance - Realty Income Corp.'s shares returned +3.3% over the past month, outperforming the Zacks S&P 500 composite's +0.4% 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 - RLJ Lodging reported revenue of $328.12 million for the quarter ended March 2025, reflecting a 1.1% increase year-over-year, but a slight miss of 0.34% against the Zacks Consensus Estimate of $329.24 million [1] - The company achieved an EPS of $0.31, a significant improvement from -$0.01 in the same quarter last year, resulting in a positive surprise of 3.33% compared to the consensus estimate of $0.30 [1] Revenue Breakdown - Other revenue was reported at $22.95 million, slightly below the estimated $23.07 million, but showing a year-over-year increase of 3.9% [4] - Food and beverage revenue reached $37.51 million, exceeding the average estimate of $37.03 million, with a year-over-year growth of 5.1% [4] - Room revenue was $267.65 million, marginally below the estimated $268.06 million, but still reflecting a 0.4% increase compared to the previous year [4] Stock Performance - RLJ Lodging's shares have returned 6.6% over the past month, outperforming the Zacks S&P 500 composite, which saw a 0.4% 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]

伯克希尔哈撒韦B(BRK.B.N)Q1 EPS为2.13美元，上年同期5.88美元。 ...

Core Insights - Cigna reported $65.45 billion in revenue for Q1 2025, a 14.3% year-over-year increase, with an EPS of $6.74 compared to $6.47 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Financial Performance - Revenue of $65.45 billion surpassed the Zacks Consensus Estimate of $60.8 billion, resulting in a surprise of +7.66% [1] - EPS of $6.74 exceeded the consensus estimate of $6.39, delivering a surprise of +5.48% [1] Key Metrics - Medical Care Ratio was reported at 82.2%, slightly better than the estimated 82.4% [4] - Total Medical Customers were 18.04 million, below the estimated 18.33 million [4] - U.S. Healthcare Insured Medical Customers were 2.65 million, significantly lower than the estimated 3.23 million [4] - International Health Insured Medical Customers were reported at 1.23 million, matching the average estimate [4] Revenue Breakdown - Pharmacy revenues reached $48.63 billion, exceeding the average estimate of $45.58 billion, marking a +15.7% year-over-year change [4] - Net investment income was $238 million, below the average estimate of $255.45 million, reflecting a -17.9% year-over-year decline [4] - Evernorth Health Services generated $53.68 billion, surpassing the estimated $50.54 billion, with a +16.1% year-over-year increase [4] - Cigna Healthcare revenues were $14.53 billion, exceeding the average estimate of $12.16 billion, representing a +9.4% year-over-year change [4] - Premiums from Cigna Healthcare totaled $12.63 billion, above the estimated $11.02 billion, showing a +9.5% year-over-year increase [4] - Evernorth Health Services Pharmacy revenues were $50.23 billion, exceeding the average estimate of $47.34 billion, with a +16.3% year-over-year change [4] - Fees and Other revenues were reported at $3.90 billion, slightly above the estimated $3.84 billion, reflecting a +17.1% year-over-year increase [4] - Total Premiums reached $12.74 billion, surpassing the estimated $10.60 billion, indicating a +9.8% year-over-year increase [4]

Core Insights - DMC Global reported revenue of $159.29 million for Q1 2025, a year-over-year decline of 4.5%, but exceeded the Zacks Consensus Estimate by 7.37% [1] - The company's EPS for the quarter was $0.11, down from $0.21 a year ago, with a significant surprise of 237.50% compared to the consensus estimate of -$0.08 [1] Financial Performance - DMC Global's net sales for Arcadia were $65.58 million, surpassing the average estimate of $58.15 million, reflecting a year-over-year increase of 5.9% [4] - NobelClad's net sales reached $28.16 million, exceeding the two-analyst average estimate of $25.65 million, with a year-over-year change of 5% [4] - DynaEnergetics reported net sales of $65.55 million, slightly above the average estimate of $64.55 million [4] Stock Performance - Over the past month, DMC Global's shares have declined by 23.8%, contrasting with a minor decline of 0.7% in the Zacks S&P 500 composite [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 - WillScot (WSC) reported a revenue of $559.55 million for the quarter ended March 2025, reflecting a decrease of 4.7% year-over-year and a slight miss of 0.48% against the Zacks Consensus Estimate of $562.22 million [1] - The earnings per share (EPS) for the quarter was $0.24, down from $0.29 in the same quarter last year, resulting in an EPS surprise of -14.29% compared to the consensus estimate of $0.28 [1] Revenue Breakdown - Leasing revenue amounted to $434.39 million, which was below the average estimate of $448.46 million, marking a year-over-year decline of 5.7% [4] - Delivery and installation revenue was reported at $88.66 million, slightly above the estimated $88.54 million, but down 11.7% from the previous year [4] - Total leasing and services revenue was $523.05 million, compared to the average estimate of $537.01 million [4] - Sales revenue from rental units was $14.06 million, below the estimated $14.45 million, but showed a year-over-year increase of 10.6% [4] - Sales revenue from new units reached $22.44 million, significantly exceeding the average estimate of $16.10 million, representing a year-over-year growth of 66.2% [4] Stock Performance - Over the past month, WillScot's shares have declined by 13.4%, contrasting with a minor decrease of 0.7% 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]

Core Insights - Juniper Networks reported revenue of $1.28 billion for Q1 2025, reflecting an 11.4% increase year-over-year and a surprise of +1.85% over the Zacks Consensus Estimate of $1.26 billion [1] - The company's EPS for the quarter was $0.43, up from $0.29 in the same quarter last year, exceeding the consensus estimate of $0.41 by +4.88% [1] Financial Performance Metrics - Wide Area Networking revenues were $407.90 million, surpassing the average estimate of $364.04 million from three analysts [4] - Data Center revenues were $177.20 million, below the average estimate of $199.49 million [4] - Service revenues reached $525.20 million, exceeding the average estimate of $496.69 million [4] - Hardware Maintenance and Professional Services revenues were $400.90 million, slightly below the average estimate of $402.60 million [4] - Product revenues totaled $755 million, compared to the average estimate of $758.15 million [4] - Campus and Branch revenues were $294.20 million, exceeding the average estimate of $274.49 million [4] - Non-GAAP Gross margin for Service was $385.30 million, above the average estimate of $362.58 million [4] - Non-GAAP Gross margin for Product was $385.40 million, below the average estimate of $400.11 million [4] Stock Performance - Juniper's shares returned +0.7% over the past month, while the Zacks S&P 500 composite experienced a -0.7% 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 - Hologic reported revenue of $1.01 billion for the quarter ended March 2025, reflecting a year-over-year decline of 1.2% but exceeding the Zacks Consensus Estimate of $1 billion by 0.34% [1] - The company's EPS was $1.03, unchanged from the same quarter last year, and surpassed the consensus estimate of $1.02 by 0.98% [1] Revenue Performance by Segment - Diagnostics - Cytology and perinatal: Revenue of $118.50 million, down 1.7% year-over-year, below the average estimate of $119.94 million [4] - Diagnostics - Molecular diagnostics: Revenue of $326 million, up 1% year-over-year, slightly below the average estimate of $328.58 million [4] - Diagnostics - Blood screening: Revenue of $9.10 million, a significant increase of 31.9% year-over-year, exceeding the average estimate of $4.99 million [4] - Breast health - Breast imaging: Revenue of $271.90 million, down 11.4% year-over-year, below the average estimate of $282.58 million [4] - Skeletal health: Revenue of $33 million, up 21.8% year-over-year, surpassing the average estimate of $18 million [4] - Total Breast health: Revenue of $356.20 million, down 7.4% year-over-year, below the average estimate of $369.50 million [4] - Total Diagnostics: Revenue of $453.60 million, up 0.8% year-over-year, slightly above the average estimate of $453.52 million [4] - GYN surgical: Revenue of $162.50 million, up 4.2% year-over-year, exceeding the average estimate of $161.11 million [4] - Breast health - Interventional breast solutions: Revenue of $84.30 million, up 8.2% year-over-year, below the average estimate of $86.91 million [4] Stock Performance - Hologic's shares have returned -3.9% over the past month, compared to a -0.7% 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]

KeyBanc Capital Markets analyst Noah Zatzkin reiterated a Sector Weight rating on Garmin Ltd GRMN on Wednesday.Garmin reported on Wednesday first-quarter 2025 revenue growth of 11% to $1.54 billion, beating the analyst consensus estimate of $1.50 billion. The GPS navigation and wearable technology company’s adjusted EPS of $1.61 missed the consensus estimate of $1.67. Also Read: Garmin Q4 Earnings: Wearables and Adventure Watches Drive Growth, 20% Dividend Hike, Stock SoarsGarmin now expects fiscal 2025 rev ...