Core Insights - Flowers Foods, Inc. (FLO) reported third-quarter fiscal 2025 results with modest sales growth but missed the Zacks Consensus Estimate for revenue, while adjusted earnings per share (EPS) declined year over year but met consensus expectations [1][3][11]. Financial Performance - Sales reached $1,226.6 million, a 3% increase year over year, but fell short of the Zacks Consensus Estimate of $1,233 million [4][11]. - Adjusted EPS was 23 cents, reflecting a 30.3% decline year over year [3]. - The Simple Mills acquisition contributed 5.9% to sales, helping to offset declines in price/mix and volume [4][11]. Sales Breakdown - Branded retail sales increased by 6.9% to $812.8 million, driven by the Simple Mills acquisition, despite unfavorable price/mix and lower volumes [5]. - Other sales decreased by 3.8% to $413.8 million, impacted by unfavorable price/mix, although volume for non-retail items increased [6]. Cost and Margin Analysis - Production costs increased to 52.1% of net sales, up 190 basis points, due to higher outside product purchases and lower production volumes [7]. - Selling, distribution, and administrative (SD&A) expenses were 38.8% of sales, reflecting a slight increase due to higher workforce-related costs [8]. - Adjusted EBITDA decreased by 11.4% to $118.1 million, with an adjusted EBITDA margin of 9.6%, down 160 basis points [9]. Cash Flow and Financial Position - Cash flow from operating activities totaled $54.3 million, with capital expenditures of $23.9 million and dividends paid amounting to $52.3 million [12]. - At the end of the fiscal third quarter, cash and cash equivalents were nearly $16.7 million, with long-term debt at $1,779.6 million and stockholders' equity at $1,420.5 million [10]. Fiscal 2025 Outlook - Management revised the fiscal 2025 net sales outlook to a range of $5.254-$5.306 billion, indicating a year-over-year increase of 2.9% to 4% [13]. - Adjusted EBITDA is projected to be between $515-$532 million, while adjusted EPS is expected in the range of $1.02-$1.08 [14].

Core Insights - USA Compression Partners (USAC) reported a third-quarter adjusted net profit of 26 cents per common unit, exceeding the Zacks Consensus Estimate of 22 cents, and improved from 13 cents in the same quarter last year due to increased average revenue per horsepower [1][8] Financial Performance - The company generated revenues of $250.3 million, a 4.3% increase from the previous year's quarter, surpassing the Zacks Consensus Estimate of $247 million, driven by a 3.4% rise in contract operations and a 23.4% increase in related-party revenues [2][8] - Adjusted EBITDA rose by 10% to $160.3 million, exceeding the estimate of $146.8 million [2] - Distributable cash flow increased to $103.8 million from $86.6 million year-over-year, with net income reported at $34.5 million compared to $19.3 million in the prior year [3] - Net operating cash flow for the third quarter was $75.9 million, up from $48.5 million in the same quarter last year [3] - Adjusted gross operating margin improved to 69.3%, up from 65.9% in the year-ago period [3] Operational Metrics - Revenue-generating capacity slightly declined to 3.6 million horsepower, aligning with estimates, while average monthly revenue per horsepower increased to $21.46 from $20.60 [4] - The average quarterly horsepower utilization rate was 94%, down from 94.6% a year ago [4] Capital Expenditures and Debt - The company reported costs and expenses of $166.3 million, a decrease of 4.1% from $173.5 million in the previous year [6] - Growth capital expenditures amounted to $37.3 million, while maintenance capital expenditures were $9 million [6] - As of September 30, 2025, USAC had a net long-term debt of $2.5 billion [6] Future Guidance - USAC expects full-year 2025 adjusted EBITDA to be between $610 million and $620 million, with distributable cash flow projected to range from $370 million to $380 million [7][8] - Expansion capital expenditures are anticipated to be between $115 million and $125 million, while maintenance capital expenditures are expected to total between $38 million and $42 million [7]

Core Insights - Victory Capital Holdings (VCTR) reported a revenue of $361.2 million for the quarter ended September 2025, marking a year-over-year increase of 60.1% and an EPS of $1.63 compared to $1.35 a year ago [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $361.76 million, resulting in a surprise of -0.16%, while the EPS exceeded expectations by 1.87% [1] Financial Performance - Victory Capital's shares have returned -7.2% over the past month, contrasting with the Zacks S&P 500 composite's +1.3% change, and the stock currently holds a Zacks Rank 3 (Hold) [3] - The company’s ending assets under management (AUM) totaled $310.64 billion, closely aligning with the average estimate of $310.65 billion from three analysts [4] - Specific AUM figures include: - Money Market/Short-term: $3.66 billion [4] - Alternative Investments: $3.02 billion [4] - U.S. Small Cap Equity: $12.72 billion [4] - U.S. Mid Cap Equity: $31.88 billion [4] - Solutions: $86.96 billion [4] - Global/Non-U.S. Equity: $28.96 billion [4] - Fixed Income: $80.39 billion [4] - U.S. Large Cap Equity: $63.06 billion [4] Revenue Breakdown - Investment management fees generated $288.51 million, surpassing the estimated $282.47 million and reflecting a year-over-year increase of 62.3% [4] - Fund administration and distribution fees amounted to $72.69 million, below the estimated $79.28 million, but still showing a year-over-year increase of 52% [4] - Net client cash flows for Money Market/Short-term were reported at -$48 million, contrasting with the average estimate of $15.44 million from two analysts [4]

Core Insights - Sight Sciences, Inc. reported $19.91 million in revenue for Q3 2025, a year-over-year decline of 1.3% [1] - The company achieved an EPS of -$0.16, an improvement from -$0.22 a year ago, with a surprise of +38.46% compared to the consensus estimate of -$0.26 [1] - Revenue exceeded the Zacks Consensus Estimate of $17.16 million by +15.98% [1] Revenue Breakdown - Dry Eye revenue was $0.19 million, significantly below the average estimate of $0.25 million, representing a year-over-year decline of -87.7% [4] - Surgical Glaucoma revenue was $19.72 million, surpassing the estimated $16.91 million, reflecting a year-over-year increase of +5.8% [4] Profit Metrics - Gross Profit for Dry Eye was $0.07 million, below the estimated $0.13 million [4] - Gross Profit for Surgical Glaucoma was $17.13 million, exceeding the average estimate of $13.77 million [4] Stock Performance - Shares of Sight Sciences have returned +45% over the past month, outperforming the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - DiamondRock Hospitality (DRH) reported revenue of $285.38 million for Q3 2025, reflecting a year-over-year increase of 0.1% and a surprise of +0.72% over the Zacks Consensus Estimate of $283.34 million [1] - The company achieved an EPS of $0.29, compared to $0.11 a year ago, with a surprise of +16% over the consensus estimate of $0.25 [1] Revenue Breakdown - Other Revenues: $28.88 million, exceeding the average estimate of $27.01 million by three analysts, representing a year-over-year increase of +7.5% [4] - Food and Beverage Revenues: $67.42 million, slightly below the average estimate of $67.69 million, with a year-over-year change of +2.5% [4] - Room Revenues: $189.09 million, compared to the average estimate of $190.01 million, showing a year-over-year decline of -1.8% [4] Stock Performance - DiamondRock Hospitality shares have returned +6.2% over the past month, outperforming the Zacks S&P 500 composite's +1.3% 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]

Airbnb, Inc. (NASDAQ:ABNB) shares climbed after the company released a mixed third-quarter earnings report after Thursday's closing bell. Here's a look at the details in the report. ABNB stock is moving. See the real-time price action here.The Details: Airbnb reported quarterly earnings of $2.21 per share, which missed the consensus estimate of $2.32.Quarterly revenue came in at $4.09 billion, which beat the Street estimate of $4.07 billion.Read Next: Michael Burry Is Super-Bearish On Palantir — With 5 Mill ...

Core Insights - Amplitude, Inc. reported revenue of $88.56 million for the quarter ended September 2025, reflecting a year-over-year increase of 17.7% [1] - The company's EPS was $0.02, down from $0.03 in the same quarter last year, but it exceeded the consensus EPS estimate of $0.01 by 100% [1] - The reported revenue surpassed the Zacks Consensus Estimate of $86.03 million, resulting in a revenue surprise of +2.94% [1] Financial Performance Metrics - Dollar-based Net Retention Rate was 104%, exceeding the estimated 103.4% by analysts [4] - The number of Paying Customers stood at 4,500, slightly below the average estimate of 4,565 [4] - Annual Recurring Revenue (ARR) reached $347 million, slightly above the estimated $345 million [4] - Remaining Performance Obligations (RPO) for less than or equal to 12 months were reported at $257,677, surpassing the average estimate of $243,625.60 [4] Stock Performance - Over the past month, Amplitude's shares have returned -6.4%, contrasting with the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Expedia Group (NASDAQ: EXPE) delivered a clean beat on both earnings and revenue Thursday after the close, with adjusted EPS of $7.57 crushing the $6.95 consensus and gross bookings accelerating across both consumer and B2B channels. ...

Key Points The global pharmaceutical giant posted some impressive growth numbers in its latest earnings release. It also crushed analyst estimates for profitability. 10 stocks we like better than AstraZeneca Plc › Veteran pharmaceutical company AstraZeneca (NASDAQ: AZN) delivered for investors on the second-to-last trading day of the week. Its shares rose by more than 3% across that trading session, thanks mostly to an earnings report that featured a pair of convincing beats. The stock's rise came ...

Core Insights - SanDisk Corporation (NASDAQ:SNDK) is set to release its first-quarter earnings results on November 6, with analysts predicting earnings of 89 cents per share and revenue of $2.15 billion [1] Company Performance - In the previous quarter, SanDisk reported better-than-expected results, leading to an 11.3% increase in share price, closing at $216.50 [1] Analyst Ratings - Morgan Stanley analyst Joseph Moore maintained an Overweight rating and raised the price target from $96 to $230 [4] - Mizuho analyst Vijay Rakesh maintained an Outperform rating and increased the price target from $180 to $215 [4] - Citigroup analyst Asiya Merchant maintained a Buy rating and raised the price target from $125 to $150 [4] - Wells Fargo analyst Aaron Rakers maintained an Equal-Weight rating and boosted the price target from $50 to $115 [4] - Benchmark analyst Mark Miller maintained a Buy rating and increased the price target from $85 to $125 [4]