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Core Insights - PVH reported revenue of $2.29 billion for the quarter ended October 2025, a year-over-year increase of 1.7% and exceeding the Zacks Consensus Estimate of $2.27 billion by 1.16% [1] - The company's EPS for the same period was $2.83, down from $3.03 a year ago, but it surpassed the consensus EPS estimate of $2.56 by 10.55% [1] Revenue Performance - Revenue by Segment: - Americas: $682.8 million, exceeding the estimated $676.19 million [4] - Asia-Pacific (APAC): $391.9 million, surpassing the estimated $382.82 million [4] - Europe, the Middle East and Africa (EMEA): $1.11 billion, above the estimated $1.09 billion [4] - Licensing: $105.7 million, below the estimated $117.48 million [4] - Revenue by Brand: - Heritage Brands: $58.4 million, below the estimated $71.33 million, representing a year-over-year decline of 3.2% [4] - Calvin Klein: $1.02 billion, exceeding the estimated $981.18 million, with a year-over-year increase of 2.4% [4] - Tommy Hilfiger: $1.22 billion, matching the estimated $1.22 billion, reflecting a year-over-year change of 1.4% [4] Stock Performance - PVH shares have returned +12.9% over the past month, contrasting with the Zacks S&P 500 composite's -0.1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Viewpoint - Affiliated Managers Group (AMG) has shown a positive performance with a 5.9% increase in shares since the last earnings report, outperforming the S&P 500, raising questions about the sustainability of this trend leading up to the next earnings release [1][2]. Financial Performance - Q3 2025 economic earnings were reported at $6.10 per share, exceeding the Zacks Consensus Estimate of $5.83, and reflecting a 26.6% increase year-over-year [3]. - Economic net income reached $179.7 million, up 17.3% from the previous year, surpassing the estimate of $166.8 million [4]. - Total revenues for the quarter increased by 2.2% year-over-year to $528 million, beating the Zacks Consensus Estimate of $521.1 million [5]. - Adjusted EBITDA was reported at $250.9 million, a 17.2% increase, exceeding the projected $233.3 million [5]. Assets Under Management (AUM) - As of September 30, 2025, total AUM was $803.6 billion, reflecting a 10.3% increase, surpassing the estimate of $780.8 billion [6]. - Average AUM totaled $786.9 billion, up 10.6% year-over-year, with net client cash outflows of $2.8 billion during the quarter [6]. Capital and Liquidity - The company had $476.1 million in cash and cash equivalents as of September 30, 2025, down from $950 million at the end of 2024 [7]. - Total debt decreased to $2.37 billion from $2.62 billion as of December 31, 2024, while stockholders' equity slightly decreased to $3.34 billion [7]. Share Repurchase Activity - During Q3, Affiliated Managers repurchased shares worth $77 million [8]. Future Outlook - Management anticipates adjusted EBITDA in the range of $325-$370 million for Q4 2025, based on current AUM levels and expected net performance fees of $75-$120 million [9]. - Economic net income (controlling interest) is projected between $234-$267 million, with economic EPS expected to range from $8.10 to $9.26 [11]. Estimate Revisions - There has been an upward trend in estimates revisions, with the consensus estimate shifting by 7.88% in the past month [12]. Investment Strategy Scores - Affiliated Managers has an average Growth Score of C, a Momentum Score of A, and a Value Score of B, resulting in an aggregate VGM Score of A [13]. Industry Context - Affiliated Managers operates within the Zacks Financial - Investment Management industry, where competitor Invesco reported a 4.3% gain over the past month and revenues of $1.19 billion, reflecting a year-over-year change of +7.4% [15].

Core Insights - CNA Financial reported strong Q3 2025 core earnings of $1.50 per share, exceeding estimates by 20% and reflecting a 39% year-over-year increase [3] - The company's total operating revenues reached $3.4 billion, a 6.3% increase year-over-year, although it slightly missed the consensus estimate [4] - The underwriting income surged nearly threefold to $194 million, driven by lower catastrophe losses [6] Financial Performance - Net written premiums for Property & Casualty Operations rose 3.2% year-over-year to $2.4 billion, supported by a renewal premium change of over 4% [4] - Net investment income increased by 2% year-over-year to $638 million, driven by higher income from fixed income securities [5] - Total claims, benefits, and expenses rose 1.4% to $3.3 billion, primarily due to higher insurance claims and operating expenses [6] Segment Results - Specialty's net written premiums increased by 1% year-over-year to $867 million, while the combined ratio deteriorated by 30 basis points to 93.3 [8] - Commercial's net written premiums grew by 2% year-over-year to $1.2 billion, with an improved combined ratio of 92.7 [8] - International's net written premiums surged 15% year-over-year to $319 million, with a combined ratio improvement to 91.8 [9] Financial Update - The core return on equity expanded by 380 basis points year-over-year to 13.2%, and book value per share increased by 8% to $46.30 [11] - Statutory capital and surplus for the Combined Continental Casualty Companies rose by 3.3% to $11.5 billion [11] - Net cash flow from operating activities decreased by 3.7% to $720 million [11] Dividend Update - CNA Financial's board approved a quarterly dividend of 46 cents per share, payable on December 4 to shareholders as of November 17 [12] Outlook - Estimates for CNA Financial have trended upward, with a consensus estimate shift of 11.11% [13] - The company holds a Zacks Rank 2 (Buy), indicating expectations for above-average returns in the coming months [15] Industry Comparison - CNA Financial operates within the Zacks Insurance - Property and Casualty industry, where Berkshire Hathaway B has gained 3.9% over the past month [16] - Berkshire Hathaway B reported revenues of $94.97 billion, reflecting a year-over-year change of +2.1% [17]

Core Viewpoint - Bruker Corporation's recent earnings report shows mixed results, with adjusted earnings per share exceeding estimates but overall revenues declining slightly year over year [3][5]. Financial Performance - Adjusted earnings per share for Q3 2025 were 45 cents, down 25% year over year, but 36.36% above the Zacks Consensus Estimate [3]. - GAAP diluted loss per share for Q3 2025 was 41 cents, compared to diluted earnings per share of 27 cents in the same period last year [4]. - Q3 revenues were $860.5 million, a decrease of 0.5% year over year, yet surpassing the Zacks Consensus Estimate by 1.20% [5]. Guidance and Estimates - The company has revised its full-year 2025 revenue guidance to a range of $3.41 to $3.44 billion, down from the previous range of $3.43 to $3.50 billion, indicating a growth of 1% to 2% over 2024 [6]. - Adjusted earnings per share for the year are now expected to be between $1.85 and $1.90, lowered from the previous estimate of $1.95 to $2.05 [6]. - There has been a downward trend in fresh estimates, with the consensus estimate shifting down by 23% [7]. Stock Performance and Outlook - Bruker currently holds a poor Growth Score of F and a Momentum Score of D, indicating weak performance in these areas [8]. - The stock has an aggregate VGM Score of F, placing it in the bottom 40% for value investors [8]. - Overall estimates for the stock are trending downward, leading to a Zacks Rank of 4 (Sell), suggesting below-average returns in the coming months [9].

A month has gone by since the last earnings report for Comstock Resources (CRK) . Shares have added about 26.5% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Comstock due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Comstock Resources, Inc. before we dive into how investors and analysts ...

Core Insights - Thor Industries reported $2.39 billion in revenue for the quarter ended October 2025, marking an 11.5% year-over-year increase and a 12.9% surprise over the Zacks Consensus Estimate of $2.12 billion [1] - The EPS for the same period was $0.41, significantly up from $0.26 a year ago, resulting in a surprise of 472.73% compared to the consensus estimate of -$0.11 [1] Revenue and Earnings Performance - The reported revenue of $2.39 billion represents a strong performance compared to Wall Street expectations, indicating robust financial health [1][2] - Year-over-year comparisons of key metrics are essential for investors to gauge the company's financial trajectory and stock price performance [2] Unit Shipments and Sales Metrics - Unit shipments for recreational vehicles in Europe were 8,723, exceeding the average estimate of 8,095 [4] - North American Towable unit shipments were 25,807, below the estimated 29,009 [4] - Total unit shipments were 39,480, slightly below the average estimate of 40,976 [4] - North American Motorized unit shipments were 4,950, surpassing the average estimate of 3,872 [4] Net Sales Analysis - Net sales for recreational vehicles in Europe reached $655.48 million, exceeding the average estimate of $591.25 million, reflecting an 8.4% year-over-year increase [4] - Total North American recreational vehicle net sales were $1.56 billion, significantly above the estimated $1.14 billion, with an 11% year-over-year change [4] - North American Towable net sales were $897.09 million, slightly above the average estimate of $876.12 million, but showing a minor decline of 0.2% year-over-year [4] - North American Motorized net sales were $661.1 million, exceeding the average estimate of $510.31 million, with a notable increase of 30.9% year-over-year [4] - Total net sales for recreational vehicles were $2.21 billion, surpassing the estimated $1.99 billion, reflecting a 10.2% year-over-year increase [4] - Intercompany eliminations showed a net sales figure of -$83.6 million, worse than the average estimate of -$63.32 million, but representing a 40.2% year-over-year change [4] - Other net sales reached $259.06 million, exceeding the average estimate of $204.93 million, with a year-over-year increase of 33.9% [4]

Macy’s, Inc. (NYSE:M) will release earnings results for the third quarter after the closing bell on Tuesday, Dec. 2.Analysts expect the New York-based company to report quarterly loss at 13 cents per share, versus a year-ago profit of 4 cents per share. The consensus estimate for Macy’s quarterly revenue is $4.56 billion, compared to $4.74 billion a year earlier, according to data from Benzinga Pro.On Oct. 24, the company's board of directors declared a regular quarterly dividend of 18.24 cents per share.Sh ...

Core Insights - Macy's, Inc. is expected to report a quarterly loss of 13 cents per share for Q3, a decline from a profit of 4 cents per share in the same period last year [1] - The consensus estimate for Macy's quarterly revenue is $4.56 billion, down from $4.74 billion a year earlier [1] - The company's board declared a regular quarterly dividend of 18.24 cents per share on October 24 [1] Stock Performance - Shares of Macy's fell 0.5% to close at $22.71 [2] Analyst Ratings - UBS analyst Jay Sole maintained a Sell rating and raised the price target from $6.5 to $7 [4] - Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating and increased the price target from $17 to $22 [4] - Citigroup analyst Paul Lejuez maintained a Neutral rating and raised the price target from $16 to $19 [4] - BTIG analyst Robert Drbul initiated coverage with a Neutral rating [4] - Morgan Stanley analyst Alex Straton maintained an Equal-Weight rating and raised the price target from $12 to $16 [4]

With U.S. stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Dollar Tree Inc. (NASDAQ:DLTR) to report quarterly earnings at $1.08 per share on revenue of $4.70 billion before the opening bell, according to data from Benzinga Pro. Dollar Tree shares rose 0.5% to $109.49 in after-hours trading.CrowdStrike Holdings Inc. (NASDAQ:CRWD) reported better-than-expected financial results for the third quarter and raised its ...