Core Insights - Kenvue reported $3.74 billion in revenue for Q1 2025, a year-over-year decline of 3.9%, with an EPS of $0.24 compared to $0.28 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $3.68 billion by 1.70%, and the EPS surpassed the consensus estimate of $0.22 by 9.09% [1] Financial Performance Metrics - Net Sales in Self Care reached $1.67 billion, slightly above the average estimate of $1.61 billion, reflecting a year-over-year decline of 1.8% [4] - Net Sales in Essential Health were $1.10 billion, exceeding the estimated $1.07 billion, but down 3.9% from the previous year [4] - Net Sales in Skin Health and Beauty totaled $977 million, slightly below the average estimate of $980.93 million, marking a year-over-year decline of 7.3% [4] - Adjusted Operating Income for Self Care was $566 million, surpassing the estimate of $557.79 million [4] - Adjusted Operating Income for Essential Health was $239 million, significantly higher than the average estimate of $89.22 million [4] - Adjusted Operating Income for Skin Health and Beauty was $92 million, below the average estimate of $121.28 million [4] Stock Performance - Kenvue shares have returned +6.1% over the past month, compared to the Zacks S&P 500 composite's +11.3% 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 - Watts Water reported $558 million in revenue for Q1 2025, a year-over-year decline of 2.3%, but exceeded the Zacks Consensus Estimate by 3.20% [1] - The EPS for the quarter was $2.37, up from $2.33 a year ago, representing an EPS surprise of 11.79% compared to the consensus estimate of $2.12 [1] Revenue Performance - Geographic Revenue in the Americas was $418.10 million, slightly above the estimated $404.15 million, but a year-over-year decline of 0.2% [4] - APMEA revenue reached $31.50 million, surpassing the estimated $28.30 million, with a year-over-year increase of 9.4% [4] - European revenue was reported at $108.40 million, exceeding the estimate of $107.75 million, but showed a significant year-over-year decline of 12.1% [4] Stock Performance - Shares of Watts Water have returned +17.4% over the past month, outperforming the Zacks S&P 500 composite's +10.6% 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 - Schneider National reported $1.4 billion in revenue for Q1 2025, a year-over-year increase of 6.3%, with an EPS of $0.16 compared to $0.11 a year ago, indicating positive growth in earnings [1] - The revenue fell short of the Zacks Consensus Estimate of $1.44 billion, resulting in a surprise of -2.87%, while the EPS exceeded expectations by 14.29% [1] Financial Performance Metrics - The operating ratio for consolidated operations was reported at 97%, slightly better than the average estimate of 97.2% from five analysts [4] - The intermodal operating ratio matched the average estimate of 94.7% from four analysts [4] - The truckload operating ratio was reported at 95.9%, compared to the estimated 96.4% [4] - The logistics operating ratio was 97.6%, slightly better than the estimated 98.1% [4] Revenue Breakdown - Fuel surcharge revenue was $143.50 million, below the average estimate of $150.91 million, representing a year-over-year decline of 8% [4] - Intermodal revenue was $260.40 million, slightly below the average estimate of $263.43 million, but showed a year-over-year increase of 5.3% [4] - Logistics revenue reached $332 million, exceeding the average estimate of $328.31 million, with a year-over-year growth of 2.2% [4] - Other revenues were reported at $88.70 million, below the average estimate of $106.53 million, reflecting a year-over-year decline of 5.9% [4] - Inter-segment eliminations revenue was -$36.50 million, worse than the average estimate of -$30.67 million, with a year-over-year change of -11.8% [4] - Excluding fuel surcharge, total revenues were $1.26 billion, slightly below the estimated $1.29 billion, but represented an 8.2% increase year-over-year [4] - Truckload revenue was $613.70 million, below the average estimate of $630.60 million, but showed a year-over-year increase of 14.1% [4] - Network revenue, excluding fuel surcharge, was $177.90 million, below the average estimate of $203.39 million, with a year-over-year decline of 9.3% [4] Stock Performance - Schneider National's shares have returned -8.8% over the past month, underperforming the Zacks S&P 500 composite, which changed by -0.7% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]

Core Insights - Avnet reported $5.32 billion in revenue for the quarter ended March 2025, reflecting a year-over-year decline of 6% [1] - The EPS for the same period was $0.84, down from $1.10 a year ago, but exceeded the consensus estimate of $0.72 by 16.67% [1] - The revenue surpassed the Zacks Consensus Estimate of $5.29 billion, resulting in a surprise of +0.46% [1] Financial Performance Metrics - Farnell sales were reported at $366.70 million, exceeding the average estimate of $338.19 million, but showing a year-over-year decline of 10.1% [4] - Electronic Components sales matched the average estimate of $4.95 billion, with a year-over-year change of -5.7% [4] - Operating income for Electronic Components was $172.20 million, above the average estimate of $166.72 million [4] - Farnell's operating income was reported at $11 million, significantly higher than the estimated $4.49 million [4] - Corporate expenses showed a loss of $30.40 million, worse than the average estimate of -$24.23 million [4] Stock Performance - Avnet shares returned +7.9% over the past month, contrasting with the Zacks S&P 500 composite's -0.2% 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 - Heritage Commerce (HTBK) reported revenue of $46.06 million for the quarter ended March 2025, reflecting a year-over-year increase of 9.3% [1] - The earnings per share (EPS) for the quarter was $0.19, up from $0.17 in the same quarter last year, with an EPS surprise of +5.56% compared to the consensus estimate of $0.18 [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $46.2 million, resulting in a revenue surprise of -0.31% [1] Financial Performance Metrics - Efficiency Ratio was reported at 64%, slightly better than the estimated 64.3% [4] - Net Interest Margin remained stable at 3.4%, matching the average estimate [4] - Total Non-Performing Loans were $6.31 million, significantly lower than the estimated $8.39 million [4] - Average Balances of Interest Earning Assets were $5.19 billion, below the estimated $5.34 billion [4] - Total Non-Performing Assets were also reported at $6.31 million, compared to the estimated $8.39 million [4] - Net Interest Income was $43.36 million, slightly below the average estimate of $43.93 million [4] - Total Non-Interest Income was reported at $2.70 million, exceeding the estimated $2.27 million [4] - Gain on Sale of SBA Loans was $0.10 million, below the estimated $0.14 million [4] - Net Interest Income (FTE) was $43.42 million, compared to the average estimate of $44.02 million [4] Stock Performance - Shares of Heritage Commerce have returned -6% 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]

Group 1 - Commercial Metals (CMC) reported revenue of $1.75 billion for the quarter ended February 2025, a decrease of 5.1% year-over-year, with EPS at $0.26 compared to $0.88 in the same quarter last year [1] - The reported revenue fell short of the Zacks Consensus Estimate of $1.77 billion, resulting in a surprise of -1.04%, while the EPS also missed the consensus estimate of $0.31 by -16.13% [1] - Over the past month, shares of Commercial Metals have returned -9.3%, compared to a -7.5% change in the Zacks S&P 500 composite, with the stock currently holding a Zacks Rank 3 (Hold) [3] Group 2 - In North America, the average selling price per ton for raw materials was $956, exceeding the estimated $902.77, while the average selling price for downstream products was $1,221, below the estimated $1,302.90 [4] - The steel products metal margin per ton in North America was reported at $476, slightly below the estimated $481.74, while the cost of ferrous scrap utilized per ton was $338, compared to the estimate of $350.39 [4] - Net sales from external customers in North America were $1.39 billion, which is a year-over-year decline of 6.7%, while net sales from Europe were $198.03 million, reflecting a year-over-year increase of 2.9% [4]