Core Insights - Hilton Grand Vacations (HGV) reported revenue of $1.15 billion for the quarter ended March 2025, a decrease of 0.7% year-over-year, with EPS at $0.09 compared to $0.95 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $1.24 billion, resulting in a surprise of -7.47%, while the EPS surprise was -81.63% against a consensus estimate of $0.49 [1] Revenue Breakdown - Resort and club management revenues were $183 million, exceeding the estimated $173.93 million [4] - Cost reimbursements generated $133 million, slightly above the average estimate of $129.67 million, reflecting a year-over-year increase of 9% [4] - Rental and ancillary services revenues reached $187 million, compared to the estimated $186.37 million, marking a year-over-year growth of 3.3% [4] - Sales, marketing, brand, and other fees totaled $142 million, in line with the estimate of $142.07 million, but showed a decline of 2.1% year-over-year [4] - Financing revenues were $125 million, surpassing the estimate of $123.54 million, with a significant year-over-year increase of 20.2% [4] - Sales of VOIs, net, amounted to $378 million, falling short of the estimated $476.78 million, representing a year-over-year decline of 13.7% [4] Stock Performance - Shares of Hilton Grand Vacations have decreased by 11.2% over the past month, contrasting with the Zacks S&P 500 composite's decline of only 0.7% [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 Viewpoint - Conmed (CNMD) reported a revenue of $321.26 million for the quarter ended March 2025, marking a year-over-year increase of 2.9% and exceeding the Zacks Consensus Estimate by 2.42% [1] Financial Performance - Earnings per share (EPS) for the quarter was $0.95, compared to $0.79 a year ago, resulting in an EPS surprise of 17.28% over the consensus estimate of $0.81 [1] - The stock has returned -13.9% over the past month, contrasting with the Zacks S&P 500 composite's -0.2% change, and currently holds a Zacks Rank 3 (Hold) [3] Revenue Breakdown - Domestic revenue reached $183.80 million, surpassing the two-analyst average estimate of $175.66 million, with a year-over-year change of +4.2% [4] - International revenue was $137.50 million, slightly below the average estimate of $138.31 million, reflecting a year-over-year change of +1.2% [4] - Net sales in Orthopedic Surgery totaled $138.30 million, exceeding the average estimate of $125.60 million, with a year-over-year increase of +2.5% [4] - Net sales in General Surgery were $183 million, slightly above the average estimate of $182.04 million, showing a year-over-year change of +3.2% [4] - Net sales of Single-use Products amounted to $276.30 million, surpassing the average estimate of $268.71 million, with a year-over-year change of +4.4% [4] - Net sales of Capital Products were $45 million, slightly below the average estimate of $45.25 million, indicating a year-over-year decline of -5.5% [4]

Core Insights - OPKO Health reported a revenue of $149.9 million for the quarter ended March 2025, which is a decrease of 13.7% compared to the same period last year [1] - The company's EPS was -$0.10, an improvement from -$0.12 in the year-ago quarter [1] - The reported revenue fell short of the Zacks Consensus Estimate of $164.48 million, resulting in a surprise of -8.87% [1] - The EPS surprise was -66.67%, with the consensus EPS estimate being -$0.06 [1] Revenue Breakdown - Revenue from services was $102.80 million, slightly above the estimated $102.66 million, but represents a decline of 19% year-over-year [4] - Revenue from the transfer of intellectual property and other sources was $12.30 million, significantly lower than the estimated $22.16 million, but shows a year-over-year increase of 41.4% [4] - Revenue from products was $34.80 million, below the estimated $39.64 million, reflecting an 8.7% decrease compared to the previous year [4] Stock Performance - OPKO Health's shares have returned -15.7% 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 it may perform in line with the broader market in the near term [3]

Core Insights - TPG RE Finance Trust reported a revenue of $37.03 million for Q1 2025, reflecting a year-over-year decline of 4.9% and an EPS of $0.24, down from $0.30 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $37.24 million, resulting in a surprise of -0.56%, while the EPS also missed the consensus estimate of $0.26 by -7.69% [1] Financial Performance Metrics - Net Interest Income was $24.90 million, below the average estimate of $26.08 million from two analysts [4] - Other income, net, was reported at $1.85 million, compared to the average estimate of $2.45 million from two analysts [4] - Total other revenue reached $12.13 million, exceeding the average estimate of $10.59 million from two analysts [4] - Revenue from real estate owned operations was $10.28 million, surpassing the estimated $8.14 million from two analysts [4] Stock Performance - TPG RE Finance Trust shares have returned -9.1% over the past month, contrasting with the Zacks S&P 500 composite's -0.8% 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 - Spotify reported revenue of $4.41 billion for Q1 2025, an 11.7% year-over-year increase, but fell short of the Zacks Consensus Estimate of $4.6 billion, resulting in a surprise of -4.08% [1] - The company's EPS for the quarter was $1.13, compared to $1.05 a year ago, but this also missed the consensus estimate of $2.29, leading to an EPS surprise of -50.66% [1] Key Metrics - Total Monthly Active Users (MAUs) reached 678 million, slightly below the average estimate of 678.34 million [4] - Ad-Supported MAUs were reported at 423 million, compared to the average estimate of 426.42 million [4] - Premium Subscribers totaled 268 million, exceeding the average estimate of 265.41 million [4] Stock Performance - Spotify's shares have returned +8.7% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - SBA Communications reported revenue of $664.25 million for the quarter ended March 2025, reflecting a 1% increase year-over-year, with EPS at $3.16 compared to $1.42 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $657 million by 1.10%, and the EPS also surpassed the consensus estimate of $3.12 by 1.28% [1] Financial Performance Metrics - The company’s shares returned +2.4% over the past month, contrasting with the Zacks S&P 500 composite's -4.3% change, indicating relative strength in the stock [3] - Domestic sites owned totaled 17,447, slightly below the three-analyst average estimate of 17,463, while international sites owned were 22,262, also below the estimate of 22,379 [4] - Total sites owned reached 39,709, compared to the average estimate of 39,875 [4] - Revenue from site development was $48.04 million, significantly above the estimated $37.21 million, marking a year-over-year increase of 62.4% [4] - International site leasing revenue was $155.22 million, below the estimate of $159.66 million, representing a year-over-year decline of 7% [4] - Domestic site leasing revenue was $460.99 million, slightly above the estimate of $460.44 million, showing a minimal year-over-year change of -0.1% [4] - Total site leasing revenue was $616.21 million, below the estimate of $620.10 million, reflecting a year-over-year decrease of 1.9% [4] - Net earnings per share (diluted) were reported at $1.77, below the four-analyst average estimate of $2.05 [4] - Segment operating profit for site leasing (domestic and international) was $500.73 million, slightly below the average estimate of $504.10 million [4] - Segment operating profit for site development was $9.85 million, exceeding the average estimate of $8.75 million [4]

Core Insights - Colgate-Palmolive reported revenue of $4.91 billion for Q1 2025, a year-over-year decline of 3%, but exceeded Zacks Consensus Estimate by 1.15% [1] - The company's EPS for the quarter was $0.91, up from $0.86 a year ago, representing a surprise of 5.81% over the consensus estimate [1] Revenue Performance by Region - North America: Net sales of $998 million, slightly below the estimated $1 billion, with a year-over-year change of +0.1% [4] - Latin America: Net sales of $1.14 billion, exceeding the $1.09 billion estimate, but down 8.8% year-over-year [4] - Africa/Eurasia: Net sales of $271 million, slightly below the $273.66 million estimate, with a year-over-year decline of 1.8% [4] - Europe: Net sales of $690 million, above the $674.15 million estimate, reflecting a year-over-year decline of 3% [4] - Asia Pacific: Net sales of $690 million, below the $727.36 million estimate, with a year-over-year decline of 5.1% [4] - Pet Nutrition: Net sales of $1.12 billion, exceeding the $1.09 billion estimate, with a year-over-year increase of 1.5% [4] - Total Oral, Personal and Home Care: Net sales of $3.79 billion, slightly above the $3.77 billion estimate, with a year-over-year decline of 4.3% [4] Operating Profit Analysis - Total Oral, Personal and Home Care: Operating profit of $971 million, below the estimated $1.01 billion [4] - Corporate: Operating profit of -$153 million, better than the estimated -$182.49 million [4] - Pet Nutrition: Operating profit of $258 million, exceeding the $239.30 million estimate [4] Stock Performance - Colgate-Palmolive shares returned -0.5% over the past month, compared to the Zacks S&P 500 composite's -4.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - Knight-Swift Transportation Holdings reported a revenue of $1.82 billion for Q1 2025, reflecting a year-over-year increase of 0.1% and an EPS of $0.28, up from $0.12 a year ago, indicating strong earnings growth [1] - The revenue exceeded the Zacks Consensus Estimate of $1.81 billion by 1.03%, while the EPS surpassed the consensus estimate of $0.25 by 12% [1] Financial Performance Metrics - Adjusted Operating Ratio was reported at 94.7%, matching the average estimate from five analysts, while the Operating Ratio was 96.3%, slightly above the average estimate of 95.7% [4] - Revenue excluding truckload and LTL fuel surcharge was $1.63 billion, exceeding the average estimate of $1.60 billion, representing a year-over-year change of 1.3% [4] - LTL Segment revenue, excluding fuel surcharge, was $305.26 million, surpassing the estimated $294.25 million, marking a significant year-over-year increase of 26.7% [4] - Operating revenue for the Intermodal segment was $91.10 million, which was below the estimated $99.98 million but still showed a year-over-year increase of 3.5% [4] - Operating revenue for the LTL segment was $352.40 million, exceeding the average estimate of $337.40 million, reflecting a year-over-year growth of 24.9% [4] - Truckload segment revenue was $1.05 billion, aligning with the average estimate but showing a year-over-year decline of 4.2% [4] Stock Performance - Knight-Swift's shares have returned -11.9% over the past month, underperforming the Zacks S&P 500 composite, which saw a decline of -6.6% [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance in the near term [3]

For the quarter ended March 2025, Edwards Lifesciences (EW) reported revenue of $1.41 billion, down 11.6% over the same period last year. EPS came in at $0.64, compared to $0.66 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $1.4 billion, representing a surprise of +0.71%. The company delivered an EPS surprise of +6.67%, with the consensus EPS estimate being $0.60. Here is how Edwards Lifesciences performed in the just reported quarter in terms of the metrics most ...

Pathward Financial (CASH) reported $262.87 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 6.3%. EPS of $3.11 for the same period compares to $2.56 a year ago.The reported revenue represents a surprise of +2.24% over the Zacks Consensus Estimate of $257.11 million. With the consensus EPS estimate being $2.71, the EPS surprise was +14.76%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to W ...