Exxon Mobil (XOM) reported $83.13 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 0.1%. EPS of $1.76 for the same period compares to $2.06 a year ago.The reported revenue represents a surprise of -1.22% over the Zacks Consensus Estimate of $84.15 billion. With the consensus EPS estimate being $1.74, the EPS surprise was +1.15%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine t ...

Core Insights - Healthcare Realty Trust (HR) reported a revenue of $298.98 million for the quarter ended March 2025, reflecting an 8.5% decline year-over-year and a surprise of -1.56% compared to the Zacks Consensus Estimate of $303.7 million [1] - The company's EPS was $0.39, a significant improvement from -$0.82 in the same quarter last year, aligning with the consensus estimate [1] Revenue Breakdown - Rental income was reported at $288.86 million, which is a 9.2% decrease year-over-year and below the three-analyst average estimate of $297.91 million [4] - Interest income came in at $3.73 million, down 17.8% from the previous year and below the average estimate of $4.68 million from two analysts [4] - Other operating revenues were $6.39 million, exceeding the average estimate of $5.35 million and showing a year-over-year increase of 52.5% [4] Stock Performance - Over the past month, shares of Healthcare Realty Trust have returned -7.8%, compared to a -0.7% 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 - Hubbell (HUBB) reported revenue of $1.37 billion for the quarter ended March 2025, reflecting a decrease of 2.4% year-over-year and a surprise of -1.42% compared to the Zacks Consensus Estimate of $1.38 billion [1] - The company's EPS for the quarter was $3.50, down from $3.60 in the same quarter last year, with an EPS surprise of -6.17% against the consensus estimate of $3.73 [1] Financial Performance Metrics - Net Sales for Electrical Solutions reached $508.10 million, exceeding the average estimate of $500.19 million by four analysts, representing a year-over-year increase of +0.6% [4] - Net Sales for Utility Solutions were reported at $857.10 million, falling short of the average estimate of $889.24 million, indicating a year-over-year decline of -4.1% [4] - Adjusted operating income for Utility Solutions was $179.90 million, below the average estimate of $196.34 million [4] - Adjusted operating income for Electrical Solutions was $84 million, slightly below the average estimate of $86.84 million [4] Stock Performance - Over the past month, Hubbell's shares have returned +6.3%, contrasting with a -0.7% change in the Zacks S&P 500 composite [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 - Penske Automotive (PAG) reported $7.6 billion in revenue for Q1 2025, a year-over-year increase of 2.1% and an EPS of $3.39 compared to $3.19 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Financial Performance - Revenue for Retail Automotive was $6.57 billion, slightly below the average estimate of $6.59 billion, reflecting a year-over-year change of +1.4% [4] - Revenue from New Vehicles in Retail Automotive was $3.02 billion, surpassing the average estimate of $2.99 billion, with a year-over-year increase of +7.8% [4] - Retail Commercial Truck revenue was reported at $823.70 million, slightly below the average estimate of $828.49 million, with a year-over-year change of +4% [4] - Revenue from Commercial Vehicle Distribution and Other was $211.50 million, exceeding the average estimate of $190.52 million, representing an 18.8% year-over-year increase [4] Market Performance - Penske's shares returned +7.7% 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 expected performance in line with the broader market in the near term [3]

Core Viewpoint - Ford Motor Company is expected to report break-even quarterly earnings per share, indicating a 100% decline year-over-year, with revenues projected at $35.48 billion, reflecting an 11.1% decrease from the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised down by 8.7% over the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts project 'Revenues- Company excluding Ford Credit' to be $34.72 billion, a decrease of 13% from the year-ago quarter [5]. - 'Revenues- Ford Credit' is expected to reach $3.05 billion, showing a 5.2% increase year-over-year [5]. - 'Revenues- External Revenues- Ford Blue' is estimated at $18.21 billion, reflecting a 16.5% decline from the previous year [5]. - 'Revenues- Ford Pro' is forecasted at $16.41 billion, indicating an 8.8% decrease year-over-year [6]. - 'Revenues- External Revenues- Ford Model e' is projected at $809.82 million, representing a significant increase of 604.2% from the year-ago quarter [6]. Wholesale Units - 'Wholesale Units - Ford Blue' is expected to be 560.82 thousand, down from 626 thousand in the same quarter last year [6]. - 'Wholesale Units - Ford Pro' is projected at 354.08 thousand, compared to 409 thousand reported in the previous year [7]. - 'Wholesale Units - Ford Model e' is anticipated to reach 29.38 thousand, up from 10 thousand in the year-ago quarter [7]. Adjusted EBIT - 'Adjusted EBIT- Ford Credit' is estimated at $338.24 million, slightly up from $326 million in the previous year [8]. - 'Adjusted EBIT- Ford Blue' is projected at $239.79 million, a significant decrease from $905 million reported in the same quarter last year [8]. - 'Adjusted EBIT- Ford Pro' is expected to be $1.64 billion, down from $3.01 billion in the same quarter of the previous year [9]. Stock Performance - Over the past month, Ford Motor shares have recorded a return of +2.1%, while the Zacks S&P 500 composite has seen a -0.2% change [9].

Core Insights - ArcBest reported revenue of $967.08 million for the quarter ended March 2025, a decrease of 6.7% year-over-year, and EPS of $0.51, down from $1.34 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $981.56 million by 1.48%, and the EPS was also below the consensus estimate of $0.52 by 1.92% [1] Financial Performance Metrics - ArcBest's shares have declined by 16.3% over the past month, contrasting with the Zacks S&P 500 composite's decline of 0.8%, indicating potential underperformance in the near term with a Zacks Rank 4 (Sell) [3] - The Asset-Light Operating Ratio was reported at 101.2%, slightly better than the average estimate of 101.6% from three analysts [4] - The Asset-Based Operating Ratio was 95.9%, aligning closely with the average estimate of 95.7% from three analysts [4] - Asset-Based revenues were reported at $646.29 million, a decrease of 3.8% year-over-year, compared to the average estimate of $647.61 million from four analysts [4] - Asset-Light revenues were reported at $356.01 million, down 10.2% year-over-year, against the average estimate of $366.20 million from four analysts [4] - The reported revenue from Other and eliminations was -$35.23 million, worse than the average estimate of -$31.14 million from three analysts, but showed a year-over-year improvement of 12.2% [4]

Core Insights - CNO Financial reported a revenue of $1.01 billion for Q1 2025, reflecting a year-over-year decline of 12.6% while EPS increased to $0.79 from $0.52 a year ago, exceeding the Zacks Consensus Estimate of $961.36 million by 5.15% [1] Group 1: Financial Performance - The reported insurance policy income was $650.70 million, slightly below the average estimate of $651.36 million, marking a year-over-year increase of 3.6% [4] - The Insurance Product Margin for Annuity was reported at $54.50 million, lower than the estimated $60.39 million [4] - The Insurance Product Margin for Life was $68.20 million, surpassing the average estimate of $52.37 million [4] - The Insurance Product Margin for Health was $126.20 million, slightly below the average estimate of $127.96 million [4] Group 2: Stock Performance - CNO shares have returned -4.6% over the past month, compared to a -4.3% 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]

Shares of Park National have returned -3.1% over the past month versus the Zacks S&P 500 composite's -4.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Park National performed in the just reported quarter in terms of the ...

Core Insights - Lam Research (LRCX) reported strong third-quarter fiscal 2025 results, with both revenue and earnings exceeding expectations [1][2] - The company provided an optimistic outlook for the fourth quarter of fiscal 2025, despite recent stock price declines due to broader tech market concerns [3] Financial Performance - LRCX's non-GAAP earnings for Q3 fiscal 2025 were $1.04 per share, beating the Zacks Consensus Estimate by 4%, and reflecting a 33.3% year-over-year increase [2] - Revenues for the same quarter reached $4.72 billion, surpassing the consensus estimate by 1.64% and marking a 24.5% increase from $3.79 billion in the previous year [2] Segment Performance - Systems revenues accounted for $3.04 billion, representing 64.3% of total revenues, which is a 15.6% increase from the previous quarter and a 26.6% increase year-over-year, although it fell short of the Zacks Consensus Estimate of $2.69 billion [4] - Customer Support Business Group revenues were $1.68 billion, making up 35.7% of total revenues, which is a 3.7% decrease from the previous quarter but a 20.5% increase year-over-year [4] Geographic Revenue Breakdown - In Q3, revenue contributions came from China (31%), Korea (24%), and Taiwan (24%), with Japan (10%), the United States (4%), Southeast Asia (4%), and Europe (3%) making up the remainder [5] Operating Metrics - Non-GAAP gross margin improved to 49.0%, up 150 basis points from the previous quarter, while non-GAAP operating margin rose to 32.8%, an increase of 210 basis points [6] - Non-GAAP operating expenses increased to $763 million, a 3.8% rise from $735 million in the prior quarter [6] Balance Sheet and Cash Flow - As of March 30, 2025, Lam Research held $5.46 billion in cash and cash equivalents, down from $5.67 billion [7] - Cash flow from operating activities significantly increased to $1.31 billion, up from $742 million in the previous quarter [7] - The company paid dividends totaling $295.7 million and repurchased shares worth $347 million during the quarter [7] Future Guidance - For Q4 fiscal 2025, Lam Research projects revenues of $5 billion (+/- $300 million), indicating a year-over-year growth of 17.23% compared to the Zacks Consensus Estimate of $4.54 billion [8] - The company expects a non-GAAP gross margin of 49.5% (+/-1%) and a non-GAAP operating margin of 33.5% (+/-1%) [9] - Projected non-GAAP earnings per share for Q4 are $1.20 (+/- $0.10), with a diluted share count of 1.28 billion, compared to the Zacks Consensus Estimate of 96 cents, reflecting an 18.5% year-over-year growth [9]

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Eagle Bancorp (EGBN) reported $73.86 million in revenue for the quarter ended March 2025, representing a year-over-year decline of 5.7%. EPS of $0.06 for the same period compares to -$0.01 a year ago. The reported revenue represents a surprise of -2.81% over the Zacks Consensus Estimate ...