Core Insights - Redfin reported revenue of $221.03 million for Q1 2025, a year-over-year decline of 2% and an EPS of -$0.73, compared to -$0.57 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $220.36 million by 0.31%, while the EPS fell short of the consensus estimate of -$0.69 by 5.80% [1] Financial Performance Metrics - Total real estate services transactions were 12.26 million, slightly below the average estimate of 12.34 million [4] - The average number of lead agents was 2,190, exceeding the average estimate of 2,114 [4] - Partner transactions totaled 2.39 million, compared to the average estimate of 2.43 million [4] - Aggregate real estate services revenue per transaction was $10.30 million, below the average estimate of $10.47 million [4] - Monthly average visitors were 45.66 million, significantly lower than the estimated 49.72 million [4] Revenue Breakdown - Revenue from rentals was $52.29 million, surpassing the estimate of $50.05 million, representing a year-over-year increase of 5.6% [4] - Revenue from real estate services was $126.28 million, below the estimate of $129.03 million, reflecting a year-over-year decline of 3.7% [4] - Brokerage revenue was $119.22 million, compared to the average estimate of $122.56 million, indicating a year-over-year decrease of 4.5% [4] - Partner revenue reached $7.06 million, exceeding the estimate of $6.51 million, with a year-over-year increase of 10.8% [4] - Mortgage revenue was $29.32 million, slightly above the estimate of $29.03 million, but down 13.3% year-over-year [4] Stock Performance - Redfin's shares have returned -5.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of 11.5% [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Insights - Waters (WAT) reported revenue of $661.71 million for the quarter ended March 2025, reflecting a year-over-year increase of 3.9% and exceeding the Zacks Consensus Estimate of $654.63 million by 1.08% [1] - The company's EPS for the quarter was $2.25, up from $2.21 in the same quarter last year, also surpassing the consensus estimate of $2.22 by 1.35% [1] Financial Performance Metrics - Net Sales from the Water Division reached $587.30 million, exceeding the average estimate of $578.15 million by analysts, with a year-over-year increase of 4.5% [4] - Net Sales from the TA Division were $74.41 million, slightly below the estimated $77.60 million, representing a year-over-year decrease of 0.7% [4] - Product sales amounted to $400.53 million, surpassing the average estimate of $379.44 million, with a year-over-year increase of 6.5% [4] - Service net sales from TA service were $23.91 million, slightly above the average estimate of $23.34 million, showing a year-over-year decline of 1.4% [4] - Chemistry consumables generated $137.64 million in sales, close to the estimated $138.45 million, reflecting a year-over-year increase of 2.6% [4] - TA instrument systems sales were $50.50 million, below the estimated $52.82 million, with a year-over-year decrease of 0.4% [4] - Waters service net sales were $237.27 million, below the average estimate of $249.33 million, with a year-over-year increase of 0.4% [4] - Waters instrument systems sales reached $212.40 million, exceeding the average estimate of $188.18 million, with a year-over-year increase of 11.1% [4] Stock Performance - Over the past month, Waters' shares have returned +6.9%, compared to the Zacks S&P 500 composite's +11.5% change, indicating a performance that may align with the broader market in the near term [3]

Analysts on Wall Street project that Western Midstream (WES) will announce quarterly earnings of $0.83 per share in its forthcoming report, representing a decline of 43.5% year over year. Revenues are projected to reach $945.11 million, increasing 6.5% from the same quarter last year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Prior to a company's ...

For the quarter ended March 2025, Vitesse Energy (VTS) reported revenue of $66.17 million, up 8.1% over the same period last year. EPS came in at $0.23, compared to $0.34 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $65.06 million, representing a surprise of +1.71%. The company delivered an EPS surprise of +155.56%, with the consensus EPS estimate being $0.09.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ho ...

Core Insights - Ameresco reported revenue of $352.83 million for the quarter ended March 2025, reflecting an 18.2% increase year-over-year and surpassing the Zacks Consensus Estimate of $306.39 million by 15.16% [1] - The company's EPS was -$0.11, slightly worse than the -$0.10 reported in the same quarter last year, but it exceeded the consensus EPS estimate of -$0.26 by 57.69% [1] Revenue Breakdown - Revenue from Projects was $251.50 million, exceeding the average estimate of $191.61 million from four analysts [4] - Revenue from Other Services was $19.80 million, falling short of the estimated $27.12 million [4] - Revenue from O&M was $24.80 million, below the average estimate of $27.12 million [4] - Revenue from Energy Assets was $56.70 million, slightly below the average estimate of $57.12 million [4] Adjusted EBITDA Performance - Adjusted EBITDA from Projects was $8.70 million, significantly higher than the estimated $2.87 million [4] - Adjusted EBITDA from Other Services was $0.10 million, compared to the average estimate of $1.90 million [4] - Adjusted EBITDA from O&M was $1.70 million, below the average estimate of $3.90 million [4] - Adjusted EBITDA from Energy Assets was $30.10 million, exceeding the average estimate of $27.86 million [4] Stock Performance - Ameresco's shares have returned +10.9% over the past month, outperforming the Zacks S&P 500 composite's +0.4% 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 Insights - AvidXchange Holdings, Inc. (AVDX) is expected to report quarterly earnings of $0.06 per share, unchanged from the previous year, with revenues forecasted at $109.74 million, reflecting a 3.9% year-over-year increase [1] - Analysts' consensus EPS estimate has remained stable over the last 30 days, indicating a reassessment of initial estimates by covering analysts [1][2] Revenue Estimates - 'Revenues- Payment' is projected to reach $77.78 million, marking a 3.4% increase from the prior-year quarter [4] - 'Revenues- Software' is estimated at $30.78 million, indicating a 3.7% rise from the same period last year [4] Transaction Metrics - 'Transactions Processed' is expected to total 19.73 million, slightly up from 19.3 million reported in the same quarter last year [5] - 'Total Payment Volume' is anticipated to reach $20.77 billion, compared to $19.90 billion in the previous year [5] Market Performance - AvidXchange shares have increased by 6.3% over the past month, outperforming the Zacks S&P 500 composite, which saw a 0.4% increase [6] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [6]

Core Viewpoint - American Financial Group (AFG) is expected to report quarterly earnings of $2.17 per share, reflecting a 21.4% decline year-over-year, while revenues are forecasted to increase by 2.9% to $1.94 billion [1]. Earnings Estimates - The consensus EPS estimate has been revised upward by 0.2% over the past 30 days, indicating analysts have reassessed their projections [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenues- P&C insurance net earned premiums' at $1.73 billion, indicating a 12% year-over-year increase [5]. - 'Revenues- Net investment income' is projected to reach $203.73 million, reflecting a 2.9% increase year-over-year [5]. - 'Specialty Casualty- Net earned premium' is expected to be $759.90 million, showing a 4.1% increase from the previous year [5]. - 'Property and Transportation- Net earned premium' is forecasted at $675.75 million, suggesting a significant 31.7% year-over-year increase [6]. Loss and LAE Ratios - The estimated 'Property and Transportation - Loss and LAE Ratio' is 66.8%, up from 59.2% in the previous year [6]. - The 'Property and Casualty - Combined Ratio - Specialty' is projected at 94.7%, compared to 90.1% in the same quarter last year [7]. - 'Specialty Casualty - Loss and LAE Ratio' is expected to be 62.8%, slightly up from 62.5% year-over-year [7]. - 'Specialty Financial - Loss and LAE Ratio' is projected at 44.4%, compared to 40.2% in the previous year [8]. Underwriting Expense Ratios - The 'Specialty Casualty - Underwriting Expense Ratio' is expected to be 27.7%, up from 27.3% in the same quarter last year [8]. - 'Specialty Financial - Underwriting Expense Ratio' is projected at 46.9%, compared to 46.1% in the previous year [9]. - The 'Property and Transportation - Underwriting Expense Ratio' is expected to be 30.1%, slightly up from 29.8% year-over-year [9]. Market Performance - Over the past month, shares of American Financial have returned +6.5%, outperforming the Zacks S&P 500 composite's +0.4% change [10].

Core Insights - Comstock Resources reported a revenue of $512.85 million for the quarter ended March 2025, marking a 52.7% increase year-over-year and exceeding the Zacks Consensus Estimate by 18.98% [1] - The company's EPS for the quarter was $0.18, a significant improvement from -$0.03 in the same quarter last year, also surpassing the consensus estimate of $0.16 by 12.50% [1] Financial Performance Metrics - Average natural gas price was reported at $3.58, higher than the three-analyst average estimate of $3.49 [4] - Total daily production of natural gas reached 1300 million cubic feet, exceeding the average estimate of 1287.82 million cubic feet [4] - Average oil price was $70.20, significantly above the two-analyst average estimate of $63.27 [4] - Total production was reported at 115,091 MMcfe, slightly below the two-analyst average estimate of 116,533.6 MMcfe [4] Revenue Breakdown - Revenues from oil sales were $0.70 million, which is a 19.9% decrease year-over-year and below the average estimate of $0.84 million [4] - Revenues from natural gas sales amounted to $412.29 million, representing a 43.6% increase compared to the year-ago quarter and exceeding the average estimate of $408.31 million [4] Stock Performance - Comstock shares have returned -14.9% over the past month, contrasting with the Zacks S&P 500 composite's -0.7% 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 - InterDigital reported a revenue of $210.51 million for the quarter ended March 2025, reflecting a year-over-year decline of 20.1% [1] - The earnings per share (EPS) for the quarter was $4.21, an increase from $3.58 in the same quarter last year, resulting in an EPS surprise of +13.17% against the consensus estimate of $3.72 [1] Revenue Performance - Revenue from the smartphone program was $184 million, significantly exceeding the three-analyst average estimate of $80.84 million, marking a year-over-year increase of +148.6% [4] - Revenue from CE, IoT/Auto was reported at $26.30 million, surpassing the average estimate of $19.83 million, with a year-over-year change of +18.9% [4] - Catch-up revenues amounted to $84.79 million, which was above the average estimate of $73.14 million, but represented a year-over-year decline of -49.1% [4] Stock Performance - InterDigital's shares have returned -3.5% over the past month, compared to a -0.7% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Viewpoint - XPO reported a revenue of $1.95 billion for Q1 2025, reflecting a 3.2% year-over-year decline, with an EPS of $0.73 compared to $0.81 a year ago, indicating mixed performance against analyst expectations [1] Financial Performance - Revenue of $1.95 billion was below the Zacks Consensus Estimate of $1.97 billion, resulting in a surprise of -0.76% [1] - The company achieved an EPS surprise of +12.31%, with the consensus EPS estimate being $0.65 [1] Key Metrics - Adjusted operating ratio stood at 85.9%, matching the average estimate from four analysts [4] - Average weight per shipment was 1,352 lbs, slightly below the three-analyst average estimate of 1,353.53 lbs [4] - Shipments per day totaled 48,400, compared to the average estimate of 48,464 [4] - Gross revenue per hundredweight (excluding fuel surcharges) was $24.73, close to the estimated $24.74 [4] - Gross revenue per hundredweight (including fuel surcharges) was $29.06, slightly below the average estimate of $29.18 [4] - Revenue from the European Transportation Segment was $782 million, below the $793.21 million estimate, representing a -1.9% year-over-year change [4] - Revenue from the North American Less-Than-Truckload Segment was $1.17 billion, compared to the estimated $1.18 billion, reflecting a -4% change year-over-year [4] - Adjusted EBITDA for the North American Less-Than-Truckload Segment was $250 million, slightly above the average estimate of $249.73 million [4] - Adjusted EBITDA for the Corporate segment was -$4 million, better than the average estimate of -$4.33 million [4] - Adjusted EBITDA for the European Transportation Segment was $32 million, exceeding the average estimate of $27.11 million [4] Stock Performance - XPO shares have returned -10.8% over the past month, contrasting with the Zacks S&P 500 composite's -0.2% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]