Core Insights - Public Service Enterprise Group Incorporated (PSEG) reported third-quarter 2025 adjusted earnings of $1.13 per share, exceeding the Zacks Consensus Estimate of $1.01 by 11.9% and reflecting a 25.6% increase from the prior year's figure of 90 cents per share [1][8] - Total operating revenues reached $3.23 billion, surpassing the Zacks Consensus Estimate of $2.73 billion by 18.2% and increasing 22.1% from $2.64 billion in the previous year [2][8] Revenue and Sales Performance - Electric sales volume totaled 11,804 million kilowatt-hours, a decline of 1% year over year, while gas sales volume decreased by 7% to 404 million therms [3] - Residential electric sales volume was 4,539 million kilowatt-hours, down 2% from the prior year, and commercial and industrial sales volume was 7,181 million kilowatt-hours, reflecting a 1% decline [3] - Other sales amounted to 84 million kilowatt-hours, up 18% from the previous year [4] Financial Highlights - Operating income was $855 million, a 33.4% increase from $641 million in the year-ago period [5] - Total operating expenses rose to $2.37 billion, up 18.5% from the previous year [5] - Interest expenses increased to $253 million, reflecting an 11.5% year-over-year rise [5] Segment Performance - The PSE&G segment reported net income of $515 million, up from $379 million in the third quarter of 2024 [6] - Adjusted operating income for the PSEG Power & Other segment was $107 million, down from $141 million in the prior-year quarter [6] Financial Position - Long-term debt as of September 30, 2025, was $22.54 billion, compared to $21.11 billion as of December 31, 2024 [7] Guidance and Outlook - PSEG narrowed its 2025 EPS guidance to a range of $4.00-$4.06, compared to the previous guidance of $3.94-$4.06, with the Zacks Consensus Estimate currently at $4.03 per share [10]

Core Insights - KKR & Co. Inc. reported a revenue of $1.46 billion for the quarter ended September 2025, reflecting a 3.4% increase year-over-year and a 6.9% surprise over the Zacks Consensus Estimate of $1.37 billion [1] - The earnings per share (EPS) for the quarter was $1.41, up from $1.38 in the same quarter last year, surpassing the consensus EPS estimate of $1.29 by 9.3% [1] Financial Performance Metrics - Private Equity - Fee Paying Assets Under Management (AUM) reached $149.73 billion, exceeding the average estimate of $145.12 billion [4] - Private Equity - Total AUM was reported at $222.19 billion, compared to the average estimate of $218.7 billion [4] - Fee Paying AUM totaled $585.05 billion, surpassing the average estimate of $574.62 billion [4] - Real Assets Segment - Ending AUM - Fee-paying AUM was $155.74 billion, slightly above the estimated $155.3 billion [4] - Fee Related Earnings - Management Fees amounted to $1.06 billion, a 19.2% increase compared to the year-ago quarter and above the average estimate of $1.04 billion [4] - Credit and Liquid Strategies Segment - Ending AUM - Fee-paying AUM was $279.58 billion, exceeding the average estimate of $274.2 billion [4] - Revenues - Fee Related Earnings were reported at $1.03 billion, higher than the estimated $953.01 million [4] - Private Equity - Management Fees were $394.38 million, slightly below the average estimate of $404.16 million [4] - Private Equity - Total Fee Related Revenue was $424.71 million, just under the average estimate of $429.57 million [4] - Private Equity - Realized Performance Income reached $702.48 million, significantly above the average estimate of $550.99 million [4] - Capital Markets Segment - Transaction Fees were reported at $275.77 million, exceeding the average estimate of $250.34 million [4] Stock Performance - KKR & Co. shares have returned -3.8% 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]

Core Insights - Celanese Corporation reported a significant loss from continuing operations of $12.39 per share for Q3 2025, a stark contrast to earnings of $1.05 in the same quarter last year [1] - Adjusted earnings were $1.34 per share, reflecting a 44.4% decline from $2.41 a year ago, but exceeded the Zacks Consensus Estimate of $1.27 [1][9] Revenue Performance - Revenues for the quarter totaled $2,419 million, down approximately 8.6% year over year, missing the Zacks Consensus Estimate of $2,460.5 million [2] - The decline in net sales was attributed to an 8% decrease in volumes in the Engineered Material segment and a 4% decrease in the Acetyl Chain segment [2] Segment Analysis - The Engineered Materials unit reported net sales of $1,384 million, a decrease of around 6.5% year over year, but surpassed the estimate of $1,348.2 million [3] - This segment incurred an operating loss of $1,327 million, with an adjusted EBIT of $200 million for the quarter [3] - The Acetyl Chain segment had net sales of $1,061 million, down roughly 10.8% year over year, missing the estimate of $1,111.5 million [4] - The Acetyl Chain segment generated an operating profit of $135 million and an adjusted EBIT of $187 million [4] Financial Position - Celanese ended the quarter with cash and cash equivalents of $1,440 million, reflecting a sequential increase of approximately 22.8% [5] - Long-term debt decreased by 8.1% sequentially to $11,655 million [5] - Cash provided by operating activities was $447 million, with free cash flow amounting to $375 million for the quarter [5] Future Outlook - The company anticipates volume declines in Q4 due to seasonality in the Western Hemisphere, although these will be partially offset by ongoing cost reduction initiatives [6] - Adjusted earnings per share for Q4 are expected to be between $0.85 and $1.00 [6] - Management is focused on generating cash flow to accelerate deleveraging, improving costs, and driving top-line growth, reaffirming progress towards a 2025 free cash flow target of $700 to $800 million [7] Stock Performance - Celanese's shares have experienced a 57.4% decline over the past year, compared to a 12.3% decline in the industry [8]

Core Insights - Duke Energy Corporation (DUK) reported third-quarter 2025 earnings of $1.81 per share, exceeding the Zacks Consensus Estimate of $1.74 by 4% and reflecting an 11.7% increase from $1.62 in the same quarter last year [1][9] DUK's Total Revenues - Total operating revenues reached $8.54 billion, surpassing the Zacks Consensus Estimate of $8.42 billion by 1.4% and showing a 4.7% increase from $8.15 billion in the prior year [2][9] Highlights of DUK's Earnings Release - Total operating expenses were $6.23 billion, up 3.4% year over year, driven by higher costs in natural gas, operations, maintenance, depreciation, and property taxes [3] - Operating income increased by 8.9% to $2.33 billion from $2.14 billion in the previous year [3] Interest Expenses and Customer Growth - Interest expenses rose to $902 million from $872 million in the third quarter of 2024 [4] - The average number of customers in Electric Utilities increased by 1.4% year over year, with total electric sales volumes rising by 0.2% to 72,880 gigawatt-hours [4] DUK's Segmental Highlights - Electric Utilities & Infrastructure segment adjusted earnings totaled $1.66 billion, up from $1.46 billion in the third quarter of 2024 [5] - Gas Utilities & Infrastructure segment reported an adjusted loss of $26 million, compared to a loss of $22 million in the same quarter last year [5] Other Segment Performance - The other segment, which includes corporate interest expenses, incurred a loss of $225 million, compared to a loss of $206 million in the third quarter of 2024 [6] Financial Condition of DUK - As of September 30, 2025, cash and cash equivalents were $688 million, up from $314 million as of December 31, 2024 [7] - Long-term debt increased to $79.3 billion from $76.34 billion as of December 31, 2024 [7] - Net cash from operating activities for the first nine months of 2025 was $8.67 billion, down from $8.95 billion a year ago [7] 2025 Guidance by DUK - DUK now expects 2025 adjusted EPS in the range of $6.25-$6.35, narrowing from the previous forecast of $6.17-$6.42 [10] - The Zacks Consensus Estimate for 2025 earnings is $6.33, which is higher than the midpoint of the company's projected range [10] - DUK continues to project long-term EPS growth of 5-7% through 2029 [10] DUK's Zacks Rank - Duke Energy currently holds a Zacks Rank 2 (Buy) [11]

Core Insights - MDU Resources Group Inc. reported third-quarter 2025 operating earnings per share (EPS) of 9 cents, exceeding the Zacks Consensus Estimate of 7 cents by 28.6%, but reflecting a significant decrease of 71.9% year over year [1][8]. Revenue Performance - Total operating revenues for the third quarter increased by 8.8% to $315.1 million, compared to $289.6 million in the same period of 2024 [2][8]. Expense and Income Analysis - Total operating expenses rose to nearly $275.3 million, marking an 8% increase from $254.8 million in the prior year [3]. - Operating income was reported at $39.8 million, which is a 14.4% increase from $34.8 million in the year-ago quarter [3]. Financial Position - As of September 30, 2025, cash and cash equivalents stood at $75.9 million, up from $66.9 million as of December 31, 2024 [4]. - For the first nine months of 2025, net cash provided by operating activities was $392.8 million, down from $441.8 million in the same period last year [4]. Guidance and Projections - MDU Resources has narrowed its earnings guidance for 2025 to a range of 90-95 cents per share, with the Zacks Consensus Estimate at 92 cents, slightly below the midpoint of the guidance [5]. - The company expects utility customer growth to continue at an annual rate of 1-2% and anticipates a long-term EPS growth rate of 6-8% [5]. - Capital expenditure for 2025 is projected to be $531 million [5]. Market Position - MDU Resources currently holds a Zacks Rank of 4 (Sell) [6].

Earnings Per Share (EPS) of $0.06, surpassing the estimated EPS and indicating a positive trend over the past year.Revenue of approximately $119.2 million, exceeding estimates and reflecting positive investor outlook on revenue generation capabilities.PAR Technology Corporation, listed on the NYSE:PAR, is a company that provides software and hardware solutions for the hospitality industry. On November 6, 2025, PAR reported its earnings, revealing an earnings per share (EPS) of $0.06, surpassing the estimate ...

Core Insights - Mueller Water Products (MWA) reported revenue of $380.8 million for the quarter ended September 2025, reflecting a year-over-year increase of 9.4% and a surprise of +5.18% over the Zacks Consensus Estimate of $362.05 million [1] - Earnings per share (EPS) for the quarter was $0.38, compared to $0.22 in the same quarter last year, resulting in an EPS surprise of +11.76% against the consensus estimate of $0.34 [1] Revenue Performance - Net Sales from Water Management Solutions reached $163.3 million, exceeding the average estimate of $157.5 million by two analysts, marking a year-over-year increase of +10.4% [4] - Net Sales from Water Flow Solutions amounted to $217.5 million, surpassing the average estimate of $204.5 million, with a year-over-year change of +8.6% [4] Operating Income - Adjusted operating loss for Corporate was reported at $-16 million, slightly worse than the estimated $-15 million by two analysts [4] - Adjusted operating income for Water Management Solutions was $39.8 million, exceeding the average estimate of $34 million [4] - Adjusted operating income for Water Flow Solutions was $55.1 million, compared to the average estimate of $53.5 million [4] Stock Performance - Shares of Mueller Water Products have returned +1.2% over the past month, in comparison to 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]

Core Insights - Wheaton Precious Metals Corp. reported a revenue of $476.26 million for the quarter ended September 2025, marking a 54.5% increase year-over-year and a surprise of +1.08% over the Zacks Consensus Estimate of $471.15 million [1] - The company's EPS for the quarter was $0.62, up from $0.34 in the same quarter last year, exceeding the consensus EPS estimate of $0.59 by +5.08% [1] Financial Performance - The stock has returned -10% over the past month, while the Zacks S&P 500 composite has increased by +1.3% [3] - Wheaton Precious Metals holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Key Metrics - Units Sold - Silver: 4,760.00 Oz, exceeding the 10-analyst average estimate of 4,678.09 Oz [4] - Units Produced - Gold - Sudbury: 5.00 Oz, surpassing the average estimate of 4.10 Oz [4] - Units Produced - Gold - Salobo: 67.00 Oz, slightly below the average estimate of 67.57 Oz [4] - Units Produced - Gold - Constancia: 12.80 Oz, exceeding the average estimate of 7.45 Oz [4] Sales Performance - Sales of Silver - Peñasquito: $63.21 million, compared to the $65.09 million average estimate, representing a +28.1% year-over-year change [4] - Sales of Silver - Antamina: $60.98 million, exceeding the $50.11 million average estimate, with a +108.4% year-over-year change [4] - Sales of Cobalt: $9.62 million, surpassing the $6.02 million average estimate, reflecting a +924.8% year-over-year change [4] - Sales of Gold - San Dimas: $23.08 million, compared to the $24.11 million average estimate, with a +32% year-over-year change [4] - Total Sales of Gold: $274.8 million, slightly below the 10-analyst average estimate of $280.98 million, representing a +45.8% year-over-year change [4] - Total Sales of Silver: $188.8 million, exceeding the 10-analyst average estimate of $179.19 million, with a +64% year-over-year change [4] - Sales of Palladium: $3.04 million, compared to the $2.69 million average estimate, reflecting a -16.5% year-over-year change [4] - Sales of Gold - Stillwater: $5.08 million, in line with the $5.09 million average estimate, representing a +24.8% year-over-year change [4]

Core Insights - Open Lending (LPRO) reported revenue of $24.17 million for the quarter ended September 2025, reflecting a year-over-year increase of 2.9% and a positive surprise of 12.78% over the Zacks Consensus Estimate of $21.43 million [1] - The earnings per share (EPS) for the quarter was $0.03, significantly higher than the $0.01 reported in the same quarter last year, resulting in an EPS surprise of 200% compared to the consensus estimate [1] Revenue Breakdown - Revenue from profit share was $8.47 million, exceeding the average estimate of $6.65 million by two analysts, representing a year-over-year increase of 24.2% [4] - Revenue from program fees was $13.34 million, slightly above the average estimate of $12.31 million, but showed a year-over-year decline of 5.8% [4] - Revenue from claims administration service fees was $2.36 million, which was below the average estimate of $2.47 million, indicating a year-over-year decrease of 5.5% [4] Stock Performance - Over the past month, shares of Open Lending have returned -13.7%, contrasting with the Zacks S&P 500 composite's increase of 1.3% [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 Insights - Arlo Technologies reported revenue of $139.53 million for the quarter ended September 2025, reflecting a year-over-year increase of 1.4% and a surprise of +0.4% over the Zacks Consensus Estimate [1] - The company's EPS for the quarter was $0.16, up from $0.11 in the same quarter last year, resulting in an EPS surprise of +6.67% compared to the consensus estimate of $0.15 [1] Financial Performance - Non-GAAP gross margin for Services was reported at 85.1%, slightly above the estimated 85% [4] - Non-GAAP gross margin for Products was -17.3%, worse than the estimated -14.9% [4] - Revenue from Services was $79.94 million, slightly below the average estimate of $80.21 million, but showed a significant year-over-year increase of +29.2% [4] - Revenue from Products was $59.59 million, exceeding the average estimate of $58.74 million, but represented a year-over-year decline of -21.4% [4] Market Performance - Over the past month, Arlo Technologies' shares have returned +2.6%, outperforming the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]