Oneok Inc. (OKE) reported $8.04 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 68.2%. EPS of $1.04 for the same period compares to $1.09 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $7 billion, representing a surprise of +14.89%. The company delivered an EPS surprise of -15.45%, with the consensus EPS estimate being $1.23.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

For the quarter ended March 2025, Smurfit Westrock (SW) reported revenue of $7.66 billion, up 62% over the same period last year. EPS came in at $0.73, compared to $0.39 in the year-ago quarter.The reported revenue represents a surprise of -2.47% over the Zacks Consensus Estimate of $7.85 billion. With the consensus EPS estimate being $0.65, the EPS surprise was +12.31%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine thei ...

First Quarter 2025 Highlights (compared to First Quarter 2024 unless otherwise noted) Net sales increased 7% to $1.0 billion, driven by revenue growth of 14% and 7% in the Company's RV and Housing markets, respectively, which more than offset a 4% decline in Marine revenue and a 2% decline in Powersports revenue. Operating margin increased 10 basis points to 6.5%. Adjusted operating margin1 was 6.5% compared to 7.0% in the first quarter of 2024. Net income was $38 million and diluted earnings per share (EPS ...

Core Insights - Equinix reported $2.23 billion in revenue for Q1 2025, a year-over-year increase of 4.6%, with an EPS of $9.67 compared to $2.43 a year ago, exceeding both revenue and EPS consensus estimates [1] - The company achieved a revenue surprise of +0.42% and an EPS surprise of +7.92% compared to analyst expectations [1] Financial Performance - Equinix's shares returned +4.3% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3] Capacity and Revenue Metrics - Cabinet Equivalent Capacity in the Americas was 144,100, slightly below the estimated 145,538 [4] - EMEA's Cabinet Equivalent Capacity was 138,300, compared to an estimate of 139,375 [4] - Asia-Pacific's Cabinet Equivalent Capacity was 89,400, against an estimate of 90,538 [4] - Worldwide Cabinet Equivalent Capacity totaled 371,800, below the average estimate of 375,450 [4] Geographic Revenue Breakdown - Asia-Pacific revenue was $481 million, below the average estimate of $490.44 million [4] - Americas revenue reached $1 billion, exceeding the average estimate of $982.55 million [4] - EMEA revenue was $743 million, slightly below the estimate of $744.53 million [4] - Europe-Recurring-Other revenue was $27 million, above the average estimate of $25.10 million [4] Recurring and Non-Recurring Revenue - Recurring revenues totaled $2.09 billion, matching the five-analyst average estimate [4] - Non-recurring revenues were $138 million, surpassing the average estimate of $128.50 million [4] - Managed infrastructure recurring revenues were $115 million, slightly below the estimate of $117.30 million [4] - Interconnection recurring revenues were $393 million, just below the average estimate of $394.64 million [4]

Group 1 - Midland States Bancorp reported revenue of $75.95 million for the quarter ended March 2025, a year-over-year decline of 1.5% [1] - The company's EPS for the same period was $0.57, compared to $0.53 a year ago, indicating an increase [1] - The reported revenue exceeded the Zacks Consensus Estimate of $72.75 million by 4.40%, and the EPS also surpassed the consensus estimate of $0.52 by 9.62% [1] Group 2 - Key metrics for Midland States Bancorp include an efficiency ratio of 64.2%, better than the estimated 67.7% [4] - Average interest-earning assets were reported at $6.80 billion, slightly above the estimated $6.77 billion [4] - Net charge-offs to average loans were 1.4%, significantly higher than the estimated 0.4% [4] Group 3 - The net interest margin was reported at 3.5%, exceeding the average estimate of 3.2% [4] - Wealth management revenue was $7.35 million, slightly above the estimated $7.30 million [4] - Total noninterest income was $17.76 million, below the average estimate of $19 million [4] Group 4 - Shares of Midland States Bancorp have returned -4.2% over the past month, underperforming the Zacks S&P 500 composite's -0.2% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]

Core Viewpoint - Canadian Pacific Kansas City (CP) reported a slight increase in revenue and earnings per share (EPS) for the quarter ended March 2025, but fell short of revenue expectations according to the Zacks Consensus Estimate [1] Financial Performance - Revenue for the quarter was $2.64 billion, reflecting a 1.2% increase year-over-year [1] - EPS was reported at $0.74, an increase from $0.69 in the same quarter last year [1] - The revenue reported was a surprise of -0.70% compared to the Zacks Consensus Estimate of $2.66 billion [1] - The consensus EPS estimate was also $0.74, indicating no EPS surprise [1] Key Metrics - Adjusted Operating Ratio was 62.5%, slightly better than the average estimate of 62.7% from seven analysts [4] - Total carloads were reported at 1.1 million, compared to the average estimate of 1.11 million from five analysts [4] - Specific carload metrics included: - Energy, Chemicals and Plastics: 142.5 thousand vs. 142.18 thousand estimate [4] - Intermodal: 435.4 thousand vs. 433.98 thousand estimate [4] - Automotive: 57.8 thousand vs. 60.06 thousand estimate [4] - Forest Products: 34.8 thousand vs. 35.07 thousand estimate [4] - Grain: 133.7 thousand vs. 136.74 thousand estimate [4] - Coal: 118.4 thousand vs. 115.11 thousand estimate [4] - Potash: 39.8 thousand vs. 44.61 thousand estimate [4] - Fertilizers and Sulphur: 17.8 thousand vs. 17.2 thousand estimate [4] - Metals, Minerals and Consumer Products: 124.4 thousand vs. 123.9 thousand estimate [4] - Operating Ratio was reported at 65.3%, higher than the average estimate of 62.8% from four analysts [4] Stock Performance - Shares of Canadian Pacific Kansas City have returned +1.5% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.2% change [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]

Redwood Trust (RWT) reported $27.9 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 16.3%. EPS of $0.14 for the same period compares to $0.08 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $31.31 million, representing a surprise of -10.89%. The company delivered an EPS surprise of -17.65%, with the consensus EPS estimate being $0.17.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

Core Viewpoint - Axos Financial reported a revenue of $308.84 million for the quarter ended March 2025, marking a year-over-year increase of 4.8% and exceeding the Zacks Consensus Estimate by 0.72% [1] Financial Performance - Earnings per share (EPS) for the quarter was $1.81, down from $1.94 a year ago, with an EPS surprise of 4.02% compared to the consensus estimate of $1.74 [1] - The efficiency ratio was reported at 47.4%, better than the three-analyst average estimate of 47.9% [4] - Net Interest Margin remained stable at 4.8%, matching the average estimate [4] - Total non-performing assets were $188.86 million, significantly lower than the two-analyst average estimate of $244.19 million [4] - Total nonaccrual loans stood at $185.06 million, also below the two-analyst average estimate of $240.12 million [4] - Average balance of total interest-earning assets was $23.04 billion, slightly below the $23.30 billion average estimate [4] - Net annualized charge-offs to average loans were 0.1%, better than the 0.2% average estimate [4] - Net Interest Income was reported at $275.46 million, lower than the $277.97 million average estimate [4] - Total Non-Interest Income reached $33.37 million, exceeding the three-analyst average estimate of $30.07 million [4] - Income from mortgage banking and servicing rights was $1.50 million, above the two-analyst average estimate of $1.25 million [4] Stock Performance - Over the past month, shares of Axos Financial have returned -0.7%, 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 - Northwest Pipe Co. (NWPX) reported revenue of $116.12 million for Q1 2025, reflecting a year-over-year increase of 2.6% and a surprise of +3.32% over the Zacks Consensus Estimate of $112.38 million [1] - The company's EPS for the same period was $0.39, down from $0.52 a year ago, resulting in an EPS surprise of -26.42% compared to the consensus estimate of $0.53 [1] Financial Performance Metrics - Net Sales for Precast Infrastructure and Engineered Systems reached $37.67 million, exceeding the two-analyst average estimate of $34.64 million, with a year-over-year change of +13.4% [4] - Net Sales for Engineered Steel Pressure Pipe amounted to $78.45 million, slightly above the estimated $77.74 million, but showed a -2% change compared to the previous year [4] - Gross profit for Precast Infrastructure and Engineered Systems was reported at $7.19 million, surpassing the average estimate of $6.14 million [4] - Gross profit for Engineered Steel Pressure Pipe was $12.17 million, which fell short of the average estimate of $13.91 million [4] Stock Performance - Shares of Northwest Pipe Co. have returned +2.7% over the past month, contrasting with a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

For the quarter ended March 2025, OPKO Health (OPK) reported revenue of $149.9 million, down 13.7% over the same period last year. EPS came in at -$0.10, compared to -$0.12 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $164.48 million, representing a surprise of -8.87%. The company delivered an EPS surprise of -66.67%, with the consensus EPS estimate being -$0.06.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall S ...