Core Insights - Travere Therapeutics reported a revenue of $164.86 million for Q3 2025, marking a year-over-year increase of 162.1% and significantly surpassing the Zacks Consensus Estimate of $103.39 million by 59.45% [1] - The company achieved an EPS of $0.28, a notable improvement from -$0.70 a year ago, resulting in an EPS surprise of 190.32% compared to the consensus estimate of -$0.31 [1] Revenue Breakdown - Revenue from Tiopronin products (Thiola) was $22.25 million, slightly below the estimated $22.64 million, reflecting a year-over-year decrease of 12.3% [4] - Total net product sales reached $113.15 million, exceeding the average estimate of $99.66 million, representing an 85.5% increase year-over-year [4] - Revenue from FILSPARI was $90.9 million, surpassing the estimated $77.02 million, with a year-over-year growth of 155.2% [4] - License and collaboration revenue amounted to $51.71 million, significantly exceeding the average estimate of $4.23 million, indicating a remarkable year-over-year increase of 2625.8% [4] Stock Performance - Travere's shares have returned 20.9% over the past month, outperforming the Zacks S&P 500 composite's 3.6% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for continued outperformance in the near term [3]

Core Insights - Ingram Micro reported revenue of $12.6 billion for the quarter ended September 2025, reflecting a year-over-year increase of 7.2% and a surprise of +3.67% over the Zacks Consensus Estimate of $12.16 billion [1] - The company's EPS for the quarter was $0.72, matching the EPS from the same quarter last year, with a surprise of +7.46% over the consensus estimate of $0.67 [1] Revenue Performance - Geographic revenues for Latin America reached $965.89 million, exceeding the average estimate of $893.64 million [4] - EMEA revenues were reported at $3.66 billion, surpassing the average estimate of $3.55 billion [4] - Asia-Pacific revenues amounted to $3.55 billion, exceeding the average estimate of $3.31 billion [4] - North America revenues were $4.43 billion, slightly above the average estimate of $4.4 billion [4] Stock Performance - Ingram Micro's shares have returned -0.8% over the past month, while the Zacks S&P 500 composite has increased by +3.6% [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 - National CineMedia (NCMI) reported $63.4 million in revenue for Q3 2025, a year-over-year increase of 1.6% [1] - The earnings per share (EPS) for the same period was $0, compared to -$0.04 a year ago, resulting in a 100% surprise against the consensus EPS estimate of -$0.03 [1] - The reported revenue was a slight miss, with a surprise of -1.14% compared to the Zacks Consensus Estimate of $64.13 million [1] Revenue Breakdown - Local and regional advertising revenue was $9.6 million, significantly below the estimated $11.85 million, reflecting a year-over-year decline of 15.8% [4] - National advertising revenue reached $49.9 million, exceeding the average estimate of $47.9 million, with a year-over-year increase of 6.6% [4] - ESA advertising revenue from beverage concessionaire agreements was reported at $3.9 million, below the $4.4 million average estimate, marking a year-over-year decrease of 7.1% [4] Stock Performance - Shares of National CineMedia have declined by 7.2% over the past month, contrasting with a 3.6% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]

For the quarter ended September 2025, DexCom (DXCM) reported revenue of $1.21 billion, up 21.6% over the same period last year. EPS came in at $0.61, compared to $0.45 in the year-ago quarter.The reported revenue represents a surprise of +2.72% over the Zacks Consensus Estimate of $1.18 billion. With the consensus EPS estimate being $0.57, the EPS surprise was +7.02%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expect ...

Core Insights - Moelis & Company's (MC) third-quarter 2025 adjusted earnings of 68 cents per share exceeded the Zacks Consensus Estimate of 57 cents, showing a significant improvement from 22 cents in the prior-year quarter [1][9] - The company's total revenues grew 30% year over year to $356.9 million, with adjusted revenues rising 34% to $376 million, surpassing the Zacks Consensus Estimate of $370.5 million [3][9] - Operating expenses increased by 20% year over year to $308.6 million, primarily due to higher compensation and benefits costs, which negatively impacted the bottom line [3][9] - Other income for the quarter was $34 million, a substantial increase from $11.1 million in the prior-year quarter, exceeding projections of $4.1 million [4] - As of September 30, 2025, the company maintained a strong liquidity position with cash and liquid investments totaling $619.9 million, with no debt or goodwill [4] Company Outlook - The company's global expansion initiatives, higher average fees, solid capital markets, and diverse operations across sectors are expected to support future growth [5] - However, a hiring spree and rising revenue-related compensation may pose challenges to bottom-line growth [5] - Moelis & Company currently holds a Zacks Rank 2 (Buy) [5] Peer Performance - Morgan Stanley's third-quarter 2025 earnings of $2.80 per share significantly surpassed the Zacks Consensus Estimate of $2.08, with a 49% increase from the prior-year quarter [6] - Goldman Sachs reported adjusted earnings per share of $12.25, exceeding the Zacks Consensus Estimate of $11.11, and showing growth from $8.40 in the previous year [8]

Core Insights - MGM Resorts International reported third-quarter 2025 results with earnings missing estimates but revenues slightly exceeding expectations, leading to a 3.8% decline in shares after hours [1][4][8] Financial Performance - Earnings per share (EPS) for the quarter was 24 cents, below the Zacks Consensus Estimate of 37 cents, and down from 54 cents in the prior-year quarter [4][8] - Quarterly revenues reached $4.25 billion, surpassing the consensus mark of $4.22 billion by 0.8%, and increased by 1.6% year over year [4][8] - Consolidated adjusted EBITDA decreased by 12% year over year to $505.8 million [5] Segment Performance - MGM China's net revenues rose 17% year over year to $1.1 billion, driven by higher casino revenues, which increased by 18% to $947 million [6][7] - Adjusted property EBITDAR for MGM China was $284 million, up from $237.4 million in the prior-year quarter [7] - Domestic operations on the Las Vegas Strip saw net revenues of $2 billion, down 7% year over year due to room remodels and declines in RevPAR, table games win percentage, and food and beverage revenues [9][10] - Regional Operations reported net revenues of $956.9 million, slightly up from $952.1 million in the prior-year quarter, with adjusted property EBITDAR at approximately $295.5 million [10] - MGM Digital's net revenues increased to $174 million from $141.2 million in the prior-year quarter, although adjusted property EBITDAR loss was approximately $23.2 million [11] Strategic Developments - The company's performance was supported by portfolio diversification, strategic partnerships, and strong contributions from the BetMGM venture and regional operations [2] - MGM Resorts remains optimistic about future growth opportunities in Brazil and Dubai despite challenges in Las Vegas [3] - The company took a loan of $300 million at an interest rate of approximately 2.5% to support the MGM Osaka project [13] Balance Sheet - MGM Resorts ended the quarter with cash and cash equivalents of $2.13 billion, down from $2.42 billion at the end of 2024, while long-term debt decreased to $6.16 billion from $6.36 billion [12]

Core Insights - NovoCure reported revenue of $167.2 million for the quarter ended September 2025, reflecting a year-over-year increase of 7.8% and a positive surprise of 5.76% over the Zacks Consensus Estimate of $158.1 million [1] - The company's EPS was -$0.33, which is a decline from -$0.28 in the same quarter last year, but it exceeded the consensus estimate of -$0.42 by 21.43% [1] Financial Performance - The revenue growth of 7.8% indicates a solid performance compared to the previous year [1] - The EPS surprise of +21.43% suggests better-than-expected performance in terms of profitability [1] Geographic Revenue Breakdown - Revenue from Greater China was $5.6 million, surpassing the average estimate of $3.65 million [4] - Revenue from Japan reached $9.39 million, slightly above the average estimate of $9.12 million [4] - Revenue from the United States was $96.61 million, exceeding the average estimate of $95.13 million [4] Stock Performance - NovoCure's shares have returned -3.6% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Viewpoint - Jilin Aodong (000623.SZ) reported a year-on-year increase in revenue and net profit for Q3 2025, indicating positive financial performance and growth potential [1] Financial Performance - The company achieved an operating revenue of 5.139 billion yuan, representing a year-on-year increase of 3.25% [1] - The net profit attributable to shareholders reached 979 million yuan, showing a significant year-on-year increase of 38.53% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 823 million yuan, reflecting a substantial year-on-year increase of 109.71% [1] - Basic earnings per share were reported at 0.835 yuan [1]

Core Insights - LKQ reported $3.5 billion in revenue for Q3 2025, a year-over-year decline of 2.4% and an EPS of $0.84, down from $0.88 a year ago, with a revenue surprise of -0.84% against the Zacks Consensus Estimate of $3.53 billion and an EPS surprise of +13.51% over the consensus estimate of $0.74 [1] Revenue Performance - Organic revenue change year-over-year was -1%, slightly better than the two-analyst average estimate of -1.1% [4] - Revenue from Parts and Services in Europe was $1.62 billion, exceeding the $1.57 billion average estimate, representing a year-over-year change of +0.4% [4] - Revenue from Parts and Services totaled $3.41 billion, compared to the $3.36 billion average estimate, reflecting a year-over-year decline of -0.4% [4] - Revenue from Specialty Parts and Services was $456 million, surpassing the three-analyst average estimate of $410.83 million, with a year-over-year increase of +9.4% [4] - Revenue from Wholesale Parts and Services in North America was $1.34 billion, slightly above the $1.33 billion average estimate, showing a year-over-year decline of -0.4% [4] Stock Performance - LKQ shares have returned -3.5% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% 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 - Merck reported revenue of $17.28 billion for the quarter ended September 2025, reflecting a 3.7% increase year-over-year and a surprise of +1.24% over the Zacks Consensus Estimate of $17.06 billion [1] - Earnings per share (EPS) for the quarter was $2.58, compared to $1.57 in the same quarter last year, resulting in a surprise of +9.32% over the consensus estimate of $2.36 [1] Financial Performance - Hospital Acute Care sales for Bridion in the U.S. reached $392 million, exceeding the estimated $379.07 million, marking a +15.6% change year-over-year [4] - Oncology sales for Keytruda internationally were $3.26 billion, slightly below the estimated $3.33 billion, with a year-over-year increase of +11.4% [4] - Sales for Diabetes drug Janumet in the U.S. were $78 million, significantly surpassing the estimated $42.82 million, representing a +420% change year-over-year [4] - Alliance revenue for Lynparza in the U.S. was $184 million, exceeding the estimated $156.52 million, with a +14.3% year-over-year change [4] - Animal health sales totaled $1.62 billion, above the estimated $1.56 billion, reflecting an +8.6% change year-over-year [4] - Cardiovascular sales for Winrevair were $360 million, below the estimated $426.29 million [4] - Oncology sales for Keytruda were $8.14 billion, slightly below the estimated $8.4 billion, with a +9.6% year-over-year change [4] - Sales for Virology drug Lagevrio were $138 million, below the estimated $144.08 million, representing a -64% year-over-year change [4] - Sales for Gardasil vaccines were $1.75 billion, matching the average estimate, but reflecting a -24.2% year-over-year change [4] - Alliance revenue for Lenvima was $258 million, exceeding the estimated $242.44 million, with a +2.8% year-over-year change [4] Stock Performance - Merck's shares have returned -3.9% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]