Core Insights - Albany International (AIN) reported revenue of $288.77 million for the quarter ended March 2025, reflecting a year-over-year decline of 7.8% and an EPS of $0.73 compared to $0.90 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $290.24 million by 0.51%, while the EPS exceeded the consensus estimate of $0.58 by 25.86% [1] Revenue Performance - Albany Engineered Composites generated revenue of $114.08 million, surpassing the average estimate of $112.10 million, but showing an 11% decline year-over-year [4] - Machine Clothing revenue was reported at $174.70 million, below the average estimate of $178.14 million, with a year-over-year decrease of 5.7% [4] Operating Income - Albany Engineered Composites reported an operating income of $1.62 million, significantly better than the average estimate of -$0.90 million [4] - Machine Clothing's operating income was $38.43 million, which fell short of the average estimate of $44.26 million [4] Stock Performance - Albany International's shares have returned -5.2% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Host Hotels (HST) reported a revenue of $1.59 billion for Q1 2025, marking an 8.4% year-over-year increase and a 3.00% surprise over the Zacks Consensus Estimate of $1.55 billion [1] - The earnings per share (EPS) for the same period was $0.64, compared to $0.38 a year ago, resulting in a 14.29% surprise over the consensus EPS estimate of $0.56 [1] Financial Performance Metrics - Average Occupancy Percentage was 69.4%, exceeding the two-analyst average estimate of 69.1% [4] - Revenue per Available Room (RevPAR) was $240.18, surpassing the two-analyst average estimate of $221.87 [4] - The number of properties remained at 79, matching the two-analyst average estimate [4] - The total number of rooms was 42,982, consistent with the average estimate from two analysts [4] - Average Room Rate was $345.86, compared to the $321.16 average estimate based on two analysts [4] - Room Revenues reached $938 million, exceeding the estimated $889.80 million by six analysts, representing a 10% year-over-year change [4] - Other Revenues were reported at $153 million, slightly below the $163.76 million average estimate, but reflecting a 5.5% year-over-year increase [4] - Food and Beverage Revenues totaled $503 million, surpassing the six-analyst average estimate of $499.76 million, with a year-over-year change of 6.3% [4] - Diluted Earnings per Share was $0.35, exceeding the five-analyst average estimate of $0.28 [4] Stock Performance - Shares of Host Hotels have returned -2.8% over the past month, compared to 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 - Udemy, Inc. reported revenue of $200.3 million for Q1 2025, reflecting a year-over-year increase of 1.8% and an EPS of $0.12, up from $0.03 a year ago, exceeding the Zacks Consensus Estimate of $197.04 million by 1.66% [1] - The company achieved an EPS surprise of 20.00%, with the consensus EPS estimate being $0.10 [1] Financial Performance Metrics - The Enterprise Segment's Annual Recurring Revenue reached $519 million, surpassing the estimated $512.99 million [4] - The Consumer Segment had an average of 1.41 million monthly buyers, slightly above the estimated 1.4 million [4] - Total customers in the Enterprise Segment were 17,216, exceeding the average estimate of 17,111 [4] - Revenue from the Enterprise Segment was $127.70 million, compared to the average estimate of $125.84 million, marking a year-over-year increase of 8.6% [4] - Revenue from the Consumer Segment was $72.60 million, which is below the average estimate of $70.79 million, representing a year-over-year decline of 8.3% [4] Stock Performance - Udemy's shares have returned -12.2% 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 - UDR reported revenue of $419.84 million for the quarter ended March 2025, reflecting a year-over-year increase of 2% [1] - The earnings per share (EPS) for the same period was $0.61, a significant increase from $0.13 a year ago [1] - The reported revenue fell slightly short of the Zacks Consensus Estimate of $421.31 million, resulting in a surprise of -0.35% [1] - The company did not deliver an EPS surprise, as the consensus EPS estimate was also $0.61 [1] Performance Metrics - UDR's average physical occupancy was reported at 97.2%, exceeding the estimated 96.9% by four analysts [4] - Rental income revenue was $419.84 million, slightly below the seven-analyst average estimate of $421.08 million, but still showing a year-over-year change of +2% [4] - Revenue from joint venture management and other fees was $2.11 million, compared to the $2.14 million average estimate, representing a year-over-year change of +7.5% [4] - Net earnings per share (diluted) were reported at $0.23, surpassing the seven-analyst average estimate of $0.15 [4] Stock Performance - UDR shares have returned -8.7% 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 potential performance in line with the broader market in the near term [3]

Core Insights - FTAI Aviation reported revenue of $502.08 million for the quarter ended March 2025, reflecting a year-over-year increase of 53.7% [1] - The earnings per share (EPS) for the quarter was $0.87, up from $0.31 in the same quarter last year [1] - The reported revenue fell short of the Zacks Consensus Estimate of $533.8 million by 5.94%, while the EPS was also below the consensus estimate of $0.94 by 7.45% [1] Revenue Breakdown - Asset sales revenue was reported at $18.94 million, significantly below the three-analyst average estimate of $78.83 million, marking a year-over-year decline of 50.9% [4] - Aerospace products revenue reached $365.06 million, exceeding the three-analyst average estimate of $355.77 million, with a year-over-year increase of 93.1% [4] - Maintenance revenue was reported at $49.61 million, slightly above the two-analyst average estimate of $47.17 million, representing a year-over-year growth of 8.3% [4] Stock Performance - FTAI Aviation's shares have returned -3.9% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Core Viewpoint - RenaissanceRe Holdings Ltd. reported a challenging first quarter for 2025, with significant losses attributed to elevated expenses from the California Wildfires, despite strong premium growth in the property segment and an increase in net investment income [1][5]. Financial Performance - The company reported an operating loss of $1.49 per share, missing the Zacks Consensus Estimate by 365.6%, and a decline from the previous year's figure of $12.18 [2]. - Total operating revenues reached $3.13 billion, reflecting a 10.3% year-over-year increase and surpassing the consensus mark by 7.8% [2]. - Gross premiums written amounted to $4.16 billion, up 4.1% year over year, exceeding estimates [3]. Segment Analysis - **Property Segment**: - Gross premiums written increased by 12.7% year over year to $2.1 billion, benefiting from reinstatement premiums related to California Wildfires [7]. - Net premiums earned rose 33.3% year over year to $1.2 billion, beating estimates [7]. - The segment reported an underwriting loss of $607.2 million, a significant drop from an income of $534.4 million a year ago, with a combined ratio of 148.7% [8]. - **Casualty & Specialty Segment**: - Gross premiums written decreased by 3.6% year over year to $2 billion, falling short of estimates [9]. - Net premiums earned were $1.5 billion, down 2.3% year over year, missing the consensus estimate [9]. - The segment incurred an underwriting loss of $163.4 million, contrasting with an underwriting income of $6.3 million in the prior year, with a combined ratio of 111.1% [9]. Investment Income and Expenses - Net investment income was reported at $405.4 million, a 3.7% year-over-year increase, but below the consensus estimate of $428.8 million [4]. - Total expenses surged by 80.2% year over year to $3.5 billion, driven by increased net claims and acquisition costs, exceeding estimates [5]. Financial Position - As of March 31, 2025, cash and cash equivalents stood at $1.6 billion, down from $1.7 billion at the end of 2024 [10]. - Total assets increased by 5.8% to $53.6 billion, while total shareholders' equity declined to $10.3 billion from $10.6 billion at the end of 2024 [10]. Capital Deployment - The company repurchased common shares worth $361.1 million in the first quarter, with additional repurchases of $65.3 million from April 1 to April 21, 2025 [11].

Eli Lilly And Co LLY will be reporting its first-quarter earnings on Thursday. Wall Street expects $3.05 in EPS and $12.67 billion in revenues as the company reports before market hours.The stock is up 14.35% over the past year, 14.79% YTD.Let’s examine the charts for Eli Lilly stock and how it currently compares to Wall Street estimates.Read Also: $1000 Invested In This Stock 20 Years Ago Would Be Worth This Much TodayLLY Stock Chart Strongly Bullish Ahead Of Q1 EarningsChart created using Benzinga ProEli ...

Core Insights - Wingstop reported revenue of $171.09 million for the quarter ended March 2025, marking a year-over-year increase of 17.4% and a surprise of +0.37% over the Zacks Consensus Estimate of $170.46 million [1] - The EPS for the same period was $0.99, slightly up from $0.98 a year ago, with an EPS surprise of +17.86% compared to the consensus estimate of $0.84 [1] Financial Performance Metrics - Domestic same store sales growth was 0.5%, below the estimated 2.3% by analysts [4] - Total system-wide restaurants reached 2,689, exceeding the average estimate of 2,633 [4] - Company-owned domestic same store sales growth was 1.4%, compared to the estimated 2.1% [4] - The number of domestic company-owned restaurants at the end of the period was 51, matching the average estimate [4] - New restaurant openings in international franchised activity were 30, surpassing the average estimate of 20 [4] - New restaurant openings in domestic franchised activity totaled 96, exceeding the average estimate of 51 [4] - The number of international franchised restaurants at the end of the period was 388, above the average estimate of 379 [4] - Total domestic restaurants reached 2,301, compared to the estimated 2,255 [4] Revenue Breakdown - Royalty revenue, franchise fees, and other totaled $78.78 million, slightly below the average estimate of $79.05 million, with a year-over-year change of +17.4% [4] - Company-owned restaurant sales revenue was $30.05 million, exceeding the average estimate of $29.82 million, reflecting a +5.3% year-over-year change [4] - Advertising fees revenue was $62.27 million, close to the average estimate of $62.32 million, with a year-over-year increase of +24.2% [4]

Core Viewpoint - JetBlue Airways Corporation (JBLU) reported a narrower loss in Q1 2025 compared to expectations, aided by lower fuel costs, but overall revenues fell short of estimates and declined year over year [1][2]. Financial Performance - JBLU's Q1 2025 loss was 59 cents per share, better than the Zacks Consensus Estimate of a loss of 61 cents, but worse than a loss of 43 cents per share in the same quarter last year [1]. - Operating revenues totaled $2.14 billion, missing the Zacks Consensus Estimate of $2.15 billion and down 3.1% year over year [2]. - Passenger revenues, which make up 92% of total revenues, decreased 3.1% year over year to $1.97 billion, slightly below the estimate of $2 billion [2]. - Other revenues increased by 10.9% year over year to $171 million, exceeding the estimate of $149 million [2]. Key Metrics - Revenue per available seat mile (RASM) rose 1.3% year over year to 13.71 cents, while passenger revenue per available seat mile increased by 0.2% to 12.62 cents [3]. - The average fare decreased by 0.8% year over year to $212.58, and yield per passenger mile fell by 1.1% [3]. - Consolidated traffic declined by 3.1% year over year, and capacity dropped by 4.3% [4]. - The consolidated load factor improved by 1 percentage point to 80.7%, although it was below the estimate of 85.4% [4]. Cost Structure - Total operating costs decreased by 21% year over year to $2.3 billion, with salaries, wages, and benefits rising by 4.9% [5]. - Aircraft fuel expenses fell by 18.3% year over year, with the average fuel price per gallon at $2.57, down 13.5% [5]. - Operating expenses per available seat mile (CASM) decreased by 0.4% year over year, while CASM excluding fuel rose by 8.3% to 11.45 cents [5]. Future Outlook - For Q2 2025, JBLU anticipates a capacity decline of 0.5-3.5% and a CASM increase of 6.5-8.5% excluding fuel and special items [6]. - Capital expenditures are projected to be around $400 million for Q2 and approximately $1.3 billion for the full year 2025 [7]. - The average fuel cost per gallon is expected to range between $2.25 and $2.40 [6]. - Due to macroeconomic uncertainty, JBLU has not reaffirmed its prior full-year guidance [7].

Core Insights - Garmin reported revenue of $1.54 billion for the quarter ended March 2025, reflecting an 11.1% increase year-over-year, but fell short of the Zacks Consensus Estimate of $1.57 billion by 2.00% [1] - The company's EPS was $1.61, up from $1.42 in the same quarter last year, but also missed the consensus estimate of $1.65 by 2.42% [1] Revenue Performance by Segment - Fitness segment net sales were $384.72 million, a 12.2% increase year-over-year, but below the average estimate of $404.99 million [4] - Outdoor segment net sales reached $438.50 million, up 19.7% year-over-year, slightly below the average estimate of $442.87 million [4] - Auto OEM segment net sales were $169.33 million, exceeding the average estimate of $153.36 million, with a year-over-year increase of 31.3% [4] - Marine segment net sales totaled $319.44 million, down 2.2% year-over-year, and below the average estimate of $337.51 million [4] - Aviation segment net sales were $223.11 million, a 2.9% increase year-over-year, but slightly below the average estimate of $227.61 million [4] Operating Income and Gross Profit - Fitness segment operating income was $77.71 million, below the average estimate of $100.47 million [4] - Outdoor segment operating income was $128.79 million, also below the average estimate of $155.68 million [4] - Aviation segment operating income was $48.36 million, exceeding the average estimate of $46.66 million [4] - Marine segment operating income was $86.87 million, significantly above the average estimate of $64.67 million [4] - Gross profit for Auto OEM was $30.03 million, surpassing the average estimate of $22.57 million [4] - Fitness segment gross profit was $220.14 million, below the average estimate of $237.45 million [4] - Outdoor segment gross profit was $282.54 million, also below the average estimate of $291.48 million [4] Stock Performance - Garmin's shares have returned -6.2% over the past month, compared to a -0.2% 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]