Core Insights - V.F. Corporation (VFC) reported a revenue of $2.14 billion for the quarter ended March 2025, reflecting a year-over-year decline of 9.7% and an EPS of -$0.13, an improvement from -$0.32 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $2.18 billion by 1.62%, while the EPS exceeded the consensus estimate of -$0.15 by 13.33% [1] Revenue Performance - Geographic Revenue: - Americas: $995.20 million, below the estimated $1.11 billion, a decline of 11.6% year-over-year [4] - Asia-Pacific: $336.20 million, below the estimated $355.65 million, a decline of 11% year-over-year [4] - Europe: $812.30 million, exceeding the estimated $744.21 million, a decline of 6.6% year-over-year [4] - Revenue by Segment: - Active: $645.32 million, below the estimated $753.22 million, a decline of 29.4% year-over-year [4] - Work: $222.17 million, slightly above the estimated $221.17 million, a decline of 7.6% year-over-year [4] - Outdoor: $1.28 billion, exceeding the estimated $1.22 billion, an increase of 4.7% year-over-year [4] - Revenue by Brand: - Dickies: $139.30 million, slightly above the estimated $138.68 million, a decline of 14.2% year-over-year [4] - Timberland: $376 million, exceeding the estimated $337.45 million, an increase of 10.1% year-over-year [4] - Vans: $492.60 million, below the estimated $571.91 million, a decline of 22% year-over-year [4] - The North Face: $834.50 million, exceeding the estimated $792.59 million, an increase of 2.5% year-over-year [4] - Revenue by Channel: - Direct-To-Consumer: $920.80 million, below the estimated $1 billion, a decline of 15.8% year-over-year [4] Stock Performance - V.F. shares have returned +32.3% over the past month, outperforming the Zacks S&P 500 composite's +12.7% 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 - DXC Technology Company reported revenue of $3.17 billion for the quarter ended March 2025, reflecting a year-over-year decline of 6.4% [1] - The earnings per share (EPS) for the quarter was $0.84, down from $0.97 in the same quarter last year, but exceeded the consensus estimate of $0.76 by 10.53% [1] - The reported revenue surpassed the Zacks Consensus Estimate of $3.13 billion by 1.20% [1] Financial Performance Metrics - Global Business Service (GBS) revenue was $1.63 billion, a year-over-year decrease of 4.8%, slightly below the average estimate of $1.65 billion [4] - Global Infrastructure Services (GIS) revenue was reported at $1.54 billion, representing an 8.1% decline year-over-year, but exceeded the average estimate of $1.50 billion [4] - Total revenues for DXC Technology showed a year-over-year change of -6.4%, which was better than the average estimate of -7.1% [4] Stock Performance - Over the past month, shares of DXC Technology have returned +14.3%, outperforming the Zacks S&P 500 composite's +9.9% 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 Insights - Exelixis reported a revenue of $555.45 million for the quarter ended March 2025, marking a 30.6% increase year-over-year and exceeding the Zacks Consensus Estimate by 10.44% [1] - The company's EPS for the quarter was $0.62, significantly up from $0.17 in the same quarter last year, resulting in an EPS surprise of 47.62% compared to the consensus estimate of $0.42 [1] Revenue Breakdown - Net product revenues reached $513.28 million, surpassing the average estimate of $448.24 million by nine analysts, reflecting a year-over-year increase of 35.6% [4] - CABOMETYX generated $510.87 million in net product revenues, exceeding the estimated $433.73 million by seven analysts, with a year-over-year growth of 35.7% [4] - COMETRIQ's net product revenues were $2.41 million, compared to the estimated $3.39 million, showing a year-over-year increase of 14.5% [4] - License revenues totaled $42.48 million, falling short of the average estimate of $44.61 million, representing a year-over-year decline of 4.9% [4] - Collaboration services reported a loss of $0.32 million, significantly below the average estimate of $2.43 million, indicating a drastic year-over-year change of -115.6% [4] Stock Performance - Over the past month, Exelixis shares have returned +3.5%, while the Zacks S&P 500 composite has increased by +9.1%, suggesting underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it may perform in line with the market in the near term [3]

Core Insights - Consolidated Water reported a revenue of $33.72 million for the quarter ended March 2025, reflecting a decrease of 15.1% year-over-year, while EPS was $0.31 compared to $0.43 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $32.37 million by 4.16%, and the EPS surpassed the consensus estimate of $0.22 by 40.91% [1] Revenue Breakdown - Manufacturing revenue was $5.81 million, exceeding the average estimate of $4.78 million by two analysts, representing a year-over-year increase of 9.6% [4] - Services revenue was reported at $10.08 million, slightly below the average estimate of $10.30 million, showing a significant decline of 42.1% year-over-year [4] - Retail revenue reached $9.41 million, surpassing the estimated $8.57 million, marking a year-over-year increase of 9.1% [4] - Bulk revenue was $8.41 million, in line with the average estimate of $8.42 million, indicating a modest year-over-year increase of 0.8% [4] Stock Performance - Over the past month, shares of Consolidated Water have returned -2.2%, contrasting with the Zacks S&P 500 composite's increase of 3.8% [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 - MidCap Financial Investment (MFIC) reported revenue of $78.7 million for the quarter ended March 2025, reflecting a year-over-year increase of 15.2% but falling short of the Zacks Consensus Estimate of $82.29 million by 4.37% [1] - The company's earnings per share (EPS) was $0.37, down from $0.44 in the same quarter last year, and also below the consensus estimate of $0.39, resulting in an EPS surprise of -5.13% [1] Financial Performance Metrics - Interest income was reported at $74.60 million, which is a 15.5% increase compared to the previous year but below the average estimate of $80.87 million [4] - Other income from investments was $0.33 million, significantly lower than the estimated $0.93 million, representing a year-over-year decline of 80.4% [4] - Dividend income saw a substantial increase to $0.24 million, compared to the average estimate of $0.48 million, marking a year-over-year change of 1900% [4] Stock Performance - Over the past month, shares of MidCap Financial have returned +9.9%, outperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Akamai Technologies reported revenue of $1.02 billion for the quarter ended March 2025, reflecting a year-over-year increase of 2.9% [1] - The company's EPS for the quarter was $1.70, up from $1.64 in the same quarter last year, exceeding the consensus estimate of $1.58 by 7.59% [1] Revenue Breakdown - International revenue was $486.40 million, slightly below the average estimate of $489.92 million, with a year-over-year change of +2.5% [4] - United States revenue reached $528.74 million, surpassing the average estimate of $523.19 million, marking a year-over-year increase of +3.2% [4] - Security revenue was reported at $530.70 million, below the average estimate of $538.25 million, with a year-over-year growth of +8.2% [4] - Compute revenue stood at $165.46 million, slightly below the estimated $168.06 million, showing a significant year-over-year increase of +14.5% [4] - Delivery revenue was $318.99 million, which was lower than the estimated $302.31 million, reflecting a year-over-year decline of -9.3% [4] Stock Performance - Over the past month, shares of Akamai Technologies have returned +8.5%, compared to the Zacks S&P 500 composite's +11.3% 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]

Core Insights - Match Group reported revenue of $831.18 million for the quarter ended March 2025, a decrease of 3.3% year-over-year, with EPS at $0.67 compared to $0.44 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $827.91 million by 0.39%, while EPS met the consensus estimate [1] Financial Performance - Match Group's shares returned +4.1% over the past month, underperforming the Zacks S&P 500 composite's +11.3% change, and currently holds a Zacks Rank 3 (Hold) [3] - Total payers for Tinder were reported at 9.11 million, slightly above the average estimate of 9.08 million, while total payers reached 14.2 million, close to the 14.16 million estimate [4] - Revenue per payer (RPP) for Tinder was $16.38, slightly below the estimate of $16.39, while Hinge's RPP was $29.90, below the estimated $30.78 [4] Revenue Breakdown - Direct revenue from Tinder was $447.40 million, a decline of 7.1% year-over-year, compared to the estimate of $446.68 million [4] - Total direct revenue was reported at $812.40 million, a decrease of 3.9% year-over-year, against the average estimate of $814.81 million [4] - Indirect revenue showed significant growth, reported at $18.80 million, exceeding the estimate of $13 million, representing a year-over-year increase of 31% [4]

Core Insights - Ormat Technologies reported revenue of $229.76 million for Q1 2025, a year-over-year increase of 2.5% and an EPS of $0.68, up from $0.65 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $233.11 million by -1.44%, while the EPS exceeded the consensus estimate of $0.58 by +17.24% [1] Revenue Breakdown - Product revenue was $31.77 million, below the five-analyst average estimate of $38.92 million, representing a year-over-year increase of +28.1% [4] - Energy storage revenue reached $17.75 million, significantly surpassing the average estimate of $11.78 million, with a year-over-year change of +119.2% [4] - Electricity revenue was $180.24 million, slightly below the average estimate of $183.92 million, reflecting a year-over-year decrease of -5.8% [4] Profitability Metrics - Gross profit from product sales was $7.09 million, compared to the average estimate of $7.28 million [4] - Gross profit from energy storage was $5.43 million, exceeding the average estimate of $2.21 million [4] - Gross profit from electricity was $60.41 million, below the average estimate of $71.39 million [4] Stock Performance - Ormat Technologies' shares returned +8.5% over the past month, compared to the Zacks S&P 500 composite's +10.6% 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 - Coherent reported a revenue of $1.5 billion for the quarter ended March 2025, reflecting a year-over-year increase of 23.9% and exceeding the Zacks Consensus Estimate of $1.44 billion by 3.97% [1] - The company's EPS for the quarter was $0.91, up from $0.53 in the same quarter last year, surpassing the consensus EPS estimate of $0.86 by 5.81% [1] Revenue Performance - Revenue from Materials was $236.70 million, slightly above the estimated $236.16 million, but down 1% year-over-year [4] - Networking revenues reached $897.30 million, exceeding the average estimate of $842.47 million, marking a significant year-over-year increase of 45% [4] - Lasers generated $363.90 million in revenue, slightly above the estimated $359.34 million, with a year-over-year growth of 3.7% [4] - Instrumentation revenue was $95.62 million, below the average estimate of $100.73 million, representing a decline of 2.7% year-over-year [4] - Communications revenue was $896.99 million, surpassing the estimate of $835.13 million, with a year-over-year increase of 45.7% [4] - Industrial revenue was $439.55 million, slightly above the estimated $429.76 million, reflecting a 4.4% year-over-year increase [4] - Electronics revenue was $65.72 million, below the average estimate of $72.64 million, indicating a year-over-year decline of 10.7% [4] Stock Performance - Coherent's shares have returned +35.8% over the past month, significantly outperforming the Zacks S&P 500 composite's +10.6% 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]

Group 1 - GCM Grosvenor Inc. reported $125.85 million in revenue for Q1 2025, a year-over-year increase of 15.6% [1] - The EPS for the same period was $0.18, compared to $0.14 a year ago, indicating a positive growth trend [1] - The reported revenue was a slight miss of -0.53% compared to the Zacks Consensus Estimate of $126.52 million [1] Group 2 - The consensus EPS estimate was $0.19, resulting in an EPS surprise of -5.26% [1] - GCM Grosvenor's shares returned +4.3% over the past month, underperforming the Zacks S&P 500 composite's +10.6% 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] Group 3 - Fee-paying AUM for Private Markets Strategies was reported at $44.40 billion, exceeding the average estimate of $43.79 billion [4] - Total Fee-paying AUM reached $66.40 billion, slightly above the average estimate of $66.05 billion [4] - Incentive fees were reported at $15.07 million, below the estimated $21.63 million [4]