Workflow
Earnings Report
icon
Search documents
Affirm shares pop on beat on earnings and revenue beat
Youtube· 2025-11-06 21:54
Okay, turning now to a firm. Those shares about four and a half% higher now. It is a beat on the top and bottom line.EPS coming in at 23 cents, which is ahead of the street estimate of 11 cents. Revenue is 933 million for the quarter versus 883 million expected. Gross merchandise volume, a key metric looking at the total value of transactions that hit 10.8% billion topping forecasts.And guidance for next quarter that actually came in a touch light at 1.03% 03 billion to 1.06% billion. But for the full year, ...
Here's What Key Metrics Tell Us About Duolingo (DUOL) Q3 Earnings
ZACKS· 2025-11-06 21:31
Core Insights - Duolingo, Inc. reported a revenue of $271.71 million for Q3 2025, marking a year-over-year increase of 41.1% and exceeding the Zacks Consensus Estimate of $260.52 million by 4.3% [1] - The company's EPS for the same period was $0.95, up from $0.49 a year ago, representing a surprise of 31.94% compared to the consensus estimate of $0.72 [1] Financial Performance Metrics - Total bookings reached $281.9 million, surpassing the four-analyst average estimate of $272.06 million [4] - Subscription bookings were $240.3 million, exceeding the average estimate of $231.89 million from three analysts [4] - Daily active users (DAUs) were reported at 50.5 million, slightly below the average estimate of 51.21 million [4] - Monthly active users (MAUs) totaled 135.3 million, compared to the average estimate of 136.2 million [4] - Paid subscribers at the end of the period were 11.5 million, in line with the average estimate of 11.51 million [4] - Subscription revenue was $229.5 million, representing a year-over-year increase of 45.6% and exceeding the average estimate of $220.91 million [4] - Other revenue, including advertising, was reported at $31.13 million, below the average estimate of $40.11 million [4] - In-app purchases generated $11.1 million, surpassing the average estimate of $9.83 million [4] - Advertising revenue was $21.02 million, compared to the average estimate of $19.54 million [4] - Revenue from the Duolingo English Test was $9.65 million, slightly below the average estimate of $10.17 million [4] Stock Performance - Duolingo's shares have returned -25.1% over the past month, contrasting with the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]
Apollo Global Management (APO) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2025-11-06 20:30
Core Insights - Apollo Global Management Inc. reported a revenue of $1.15 billion for the quarter ended September 2025, marking a 24% increase year-over-year, with an EPS of $2.14 compared to $1.81 in the previous year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.1 billion by 4.63%, and the EPS also surpassed the consensus estimate of $1.89 by 13.23% [1] Financial Performance Metrics - Total Assets Under Management reached $908 billion, exceeding the average estimate of $881.23 billion from three analysts [4] - Segment Income from Principal Investing showed realized performance fees of $201 million, slightly above the average estimate of $198.6 million [4] - Realized investment income in Principal Investing was reported at $18 million, compared to the average estimate of $13.98 million [4] - Fee-related performance fees in Asset Management were $73 million, surpassing the estimated $61.06 million [4] - Strategic capital management fees in Retirement Services were $35 million, exceeding the average estimate of $33.1 million [4] - Alternative net investment income in Retirement Services was $321 million, slightly below the estimate of $324.94 million [4] - Management fees in Asset Management totaled $863 million, compared to the estimated $857.4 million [4] - Capital solutions fees and other net income in Asset Management were $212 million, exceeding the average estimate of $181.1 million [4] - Fixed income and other net investment income in Retirement Services reached $3.42 billion, above the estimate of $3.28 billion [4] - Total Fee Related Earnings in Asset Management were $652 million, surpassing the estimate of $625.56 million [4] - Total Spread Related Earnings in Retirement Services were $871 million, exceeding the average estimate of $818.28 million [4] - Principal Investing Income was reported at $50 million, above the average estimate of $42.09 million [4] Stock Performance - Apollo Global Management's shares returned +7.2% over the past month, outperforming 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]
Rockwell Automation Q4 Earnings Beat Estimates, Revenues Rise Y/Y
ZACKS· 2025-11-06 19:40
Core Insights - Rockwell Automation Inc. reported adjusted earnings per share (EPS) of $3.34 for Q4 fiscal 2025, exceeding the Zacks Consensus Estimate of $2.94 and up from $2.53 in the prior-year quarter [1][9] - Total revenues for the quarter reached $2.32 billion, a 13.8% increase year over year, surpassing the Zacks Consensus Estimate of $2.21 billion [2][9] - The company expects reported sales growth of 3-7% and organic sales growth of 2-6% for fiscal 2026, with adjusted EPS projected between $11.20 and $12.20 [13] Financial Performance - Including one-time items, earnings were $1.23 per share in Q4, down from $2.09 in the prior-year quarter [2] - Gross profit increased by 21.1% year over year to $1.12 billion, with a gross margin of 48.4%, up from 45.5% in the previous year [3][9] - Selling, general and administrative expenses decreased by 2.9% year over year to $471 million, while consolidated segment operating income rose 27.1% to $520 million [4] Segment Performance - Intelligent Devices segment net sales were $1.09 billion, up 15% year over year, with operating earnings of $215 million [5] - Software & Control segment saw a 31% increase in net sales to $657 million, with operating earnings growing 83% to $205 million [6] - Lifecycle Services segment net sales decreased by 3% to $573 million, with operating earnings slightly down to $100 million [7] Annual Performance - For fiscal 2025, adjusted EPS was reported at $10.53, beating the Zacks Consensus Estimate of $9.96, with total revenues of $8.34 billion, a 0.9% increase from fiscal 2024 [8][10] - Cash flow from operations for the year was $1.54 billion, significantly up from $0.86 billion in the prior year [11] Shareholder Actions - In fiscal 2025, the company repurchased 1.5 million shares for $419 million, with $927 million remaining under the existing share-repurchase authorization [12] Strategic Developments - Rockwell Automation announced the dissolution of its Sensia joint venture, planning to regain ownership of the process automation business previously contributed to Sensia [14] Market Performance - Over the past year, Rockwell Automation shares have increased by 25.5%, outperforming the industry growth of 24.3% [15]
Amcor Earnings Meet Estimates in Q1, Revenues Increase Y/Y
ZACKS· 2025-11-06 19:21
Core Insights - Amcor Plc reported first-quarter fiscal 2026 adjusted earnings per share (EPS) of 19 cents, meeting the Zacks Consensus Estimate, with a 19% increase from the previous year [1][10] - Total revenues surged 71.3% year over year to $5.75 billion, although it missed the Zacks Consensus Estimate of $5.83 billion [2][10] - The growth was primarily driven by the acquisition of Berry Global, contributing approximately 70% to the revenue increase [2] Financial Performance - The cost of sales increased by 71.5% year over year to $4.62 billion, while gross profit rose 70.6% to $1.12 billion, resulting in a gross margin of 19.6% [3] - Selling, General and Administrative (SG&A) expenses were $435 million, up 57.6% year over year, with adjusted operating income reaching $687 million, an 88.2% increase from the prior year [4] - Adjusted EBITDA for the quarter was $909 million compared to $466 million in the previous year [4] Segment Performance - Global Flexible Packaging Solutions saw net sales increase by 27.6% year over year to $3.26 billion, with a volume decline of 2.8% [5] - Global Rigid Packaging Solutions reported net sales of $2.49 billion, a 211% increase year over year, driven by the acquisition [7] - Adjusted operating income for the Global Rigid Packaging Solutions segment was $295 million, significantly up from $0.62 million in the prior year [8] Cash Flow and Balance Sheet - As of September 30, 2025, Amcor had $825 million in cash and cash equivalents, slightly down from $827 million as of June 30, 2025 [9] - The company reported a net debt of $13.99 billion, an increase from $13.27 billion as of June 30, 2025 [9] Guidance - For fiscal 2026, Amcor expects adjusted EPS to be in the range of 80-83 cents and projects free cash flow of $1.8-1.9 billion [11] Stock Performance - Over the past year, Amcor's shares have decreased by 16.5%, compared to a 35.7% decline in the industry [12]
NRG Energy Q3 Earnings & Revenues Beat Estimates, '25 EPS View Raised
ZACKS· 2025-11-06 17:56
Core Insights - NRG Energy, Inc. reported Q3 2025 earnings of $2.75 per share, exceeding the Zacks Consensus Estimate of $2.26 by 21.7% and increasing 48.7% year-over-year [1][9] - Total revenues reached $7.64 billion, surpassing the Zacks Consensus Estimate of $7.16 billion by 6.7% and rising 5.7% from $7.22 billion in the prior-year quarter [2][9] Financial Performance - Adjusted EBITDA for Q3 was $1.21 billion, up 14.2% from $1.06 billion a year ago [3] - Total operating costs and expenses decreased to $7.22 billion, down 12.4% from $8.24 billion in the year-ago quarter [3] - Cash provided by operating activities in the first nine months of 2025 totaled $1.79 billion, compared to $1.35 billion in the same period last year [5] Shareholder Returns - NRG completed $1.1 billion in share repurchases and distributed $258 million in common stock dividends through October 31, 2025 [4] - The company plans to return approximately $1.3 billion through share repurchases and common stock dividends of around $345 million in 2025 [4] Debt and Cash Position - As of September 30, 2025, cash and cash equivalents were $732 million, down from $966 million as of December 31, 2024 [5] - Long-term debt and finance leases amounted to $11.16 billion, compared to $9.81 billion as of December 31, 2024 [5] Guidance and Future Outlook - NRG raised its 2025 adjusted net income guidance to a range of $1.47-$1.59 billion, up from the previous range of $1.33-$1.53 billion [7][9] - Adjusted EPS is now expected to be in the range of $7.55-$8.15, with the Zacks Consensus Estimate at the higher end of this range [7] - Free Cash Flow before Growth (FCFbG) is estimated to be in the range of $2.100-$2.250 billion, an increase from the previous range of $1.975-$2.225 billion [8]
Murphy Oil Q3 Earnings & Sales Beat Estimates, New Wells Boost Volumes
ZACKS· 2025-11-06 17:16
Core Insights - Murphy Oil Corporation (MUR) reported third-quarter 2025 adjusted net earnings of 41 cents per share, exceeding the Zacks Consensus Estimate of 16 cents by 156.3%, but down 60.9% from 74 cents in the same quarter last year [1] - The company’s revenues were $732.9 million, surpassing the Zacks Consensus Estimate of $665 million by 10.3%, although this represents a 3.3% decline year over year [2] - Murphy Oil produced 200,383 barrels of oil equivalent per day (BOE/D) in Q3 2025, exceeding the guidance range of 185,000-193,000 BOE/D due to strong new well productivity and no storm downtime [3] Financial Performance - Total costs and expenses for Murphy Oil were $727.2 million, reflecting a 25.5% increase from $579.3 million in the year-ago quarter [3] - Interest expenses rose to $24.7 million from $21.3 million in the previous year [4] - The company returned $242.4 million to shareholders in the first nine months of 2025, which includes $102.6 million in share repurchases and $139.8 million in dividends [4] Financial Condition - As of September 30, 2025, Murphy Oil had cash and cash equivalents of $425.9 million, slightly up from $423.6 million at the end of 2024, with total liquidity of $1.6 billion [5] - Long-term debt increased to $1.425 billion from $1.27 billion at the end of 2024 [5] - Net cash provided by continuing operational activities in the first nine months of 2025 was $0.99 billion, down from $1.29 billion in the same period last year [5] Future Guidance - For Q4 2025, Murphy Oil expects production, excluding non-controlling interest, to be in the range of 176,000-182,500 BOE/D and exploration expenses to be $80 million [6] - The company reiterated its 2025 capital expenditures guidance of $1.13-$1.28 billion and expects total production for the year to be between 174,500-182,500 BOE/D [6]
York Water GAAP EPS of $0.43 beats by $0.05, revenue of $20.36M misses by $0.64M (NASDAQ:YORW)
Seeking Alpha· 2025-11-06 17:12
Core Points - The article discusses the importance of enabling Javascript and cookies in browsers to avoid access issues [1] - It highlights that ad-blockers may prevent users from proceeding to the desired content [1] Summary by Categories Technical Requirements - Users are advised to enable Javascript and cookies in their browsers to ensure proper functionality [1] - The presence of ad-blockers can lead to restrictions in accessing content [1]
Watts Water's Q3 Earnings & Revenues Surpass Estimates, Up Y/Y
ZACKS· 2025-11-06 16:15
Core Insights - Watts Water Technologies, Inc. (WTS) reported third-quarter 2025 adjusted earnings per share (EPS) of $2.50, an increase from $2.03 in the prior-year quarter, beating the Zacks Consensus Estimate by 9.2% [1][9] - The company's quarterly net sales rose 13% year over year to $611.7 million, surpassing the Zacks Consensus Estimate by 5.9% [1][9] - Organic sales increased by 9% year over year, driven by favorable pricing, volume, and pull-forward demand [1][9] Acquisition and Integration - In the third quarter, WTS acquired Haws Corporation, enhancing its emergency safety and hydration solutions capabilities [2] - Integration and synergy efforts across Bradley, Josam, I-CON, and EasyWater are progressing ahead of expectations [2] Regional Performance - The Americas segment saw net sales increase by 1% to $464 million, with organic sales jumping 13% [5] - Europe reported net sales growth of 4% year over year to $112 million, but organic sales decreased by 2% [6] - APMEA experienced a 1% decline in net sales to $36 million, with organic sales remaining flat [7] Financial Performance - Gross profit increased by 16.1% year over year to $298.4 million, while operating income rose by 19.5% to $111.4 million [10] - Adjusted operating margin expanded by 110 basis points to 18.2%, driven by favorable pricing and productivity gains [11] Cash Flow and Liquidity - For the nine months ended September 28, 2025, WTS generated $247.3 million in cash from operating activities, up from $221.6 million in the prior-year period [12] - Free cash flow for the same period was $216 million, compared to $204.2 million a year ago [13] Guidance - WTS raised its full-year 2025 sales guidance to an expected increase of 7%-8%, up from the previous range of 2%-5% [16] - Adjusted EBITDA margin is now forecasted to be between 21.5% and 21.6%, indicating an improvement of 140 to 150 basis points [17] Stock Performance - Shares of WTS have gained 33.1% over the past year, significantly outperforming the Zacks Instruments - Control industry, which grew by 4.8% [4]
Sun Life Financial Q3 Earnings Surpass Estimates, Dividend Raised
ZACKS· 2025-11-06 16:01
Core Insights - Sun Life Financial Inc. (SLF) reported a third-quarter 2025 underlying net income of $1.35 per share, exceeding the Zacks Consensus Estimate by 3.8% and reflecting a year-over-year increase of 4.6% [1][9] - The underlying net income totaled $760.21 million (C$1,047 million), marking a 2.1% year-over-year growth [1] - Wealth sales and asset management gross flows surged 46.8% year over year to $45.10 billion (C$62.12 billion) [1][9] Financial Performance - The new business contractual service margin was reported at $323.83 million (C$446 million), up 15.3% year over year [2] - SLF Canada's underlying net income rose 11.4% year over year to $306.41 million (C$422 million), driven by higher investment earnings and business growth [3] - SLF U.S. reported an underlying net income of $147 million, a decrease of 33% year over year, attributed to lower group benefits and dental results [3] - SLF Asset Management's underlying net income was $254 million (C$350 million), growing 0.8% year over year [4] - SLF Asia's underlying net income increased significantly by 31.6% year over year to $164 million (C$226 million), supported by strong sales momentum and business growth [5] Asset Management and Capital Adequacy - Global assets under management reached $1.17 trillion (C$1,623 billion), reflecting a 5.4% year-over-year increase [5] - The Life Insurance Capital Adequacy Test (LICAT) ratio for Sun Life Assurance was 138% as of September 30, 2025, a contraction of 900 basis points [6] - The overall LICAT ratio for Sun Life, including cash and other liquid assets, was 154%, which expanded by 200 basis points year over year [6] - The return on equity was reported at 19.3%, a contraction of 450 basis points year over year, while the underlying return on equity improved by 40 basis points to 18.3% [6] Dividend Update - The board of directors increased the dividend by 4.5% to 92 cents per share during the reported quarter [7]