Key Points It scored not one, but two beats on analyst estimates for its third-quarter performance. This, despite a slight year-over-year decline in adjusted profitability. 10 stocks we like better than Omnicell › Healthcare tech company Omnicell (NASDAQ: OMCL) was quite the picture of health on Thursday, at least as far as its equity was concerned. An encouraging quarterly earnings report sent its shares heading steeply uphill, to the point where they finished the trading day with an almost 14% ga ...

Core Insights - Atlassian reported FY26 Q1 earnings with total revenue of $1.4 billion, reflecting a year-over-year increase of 21% [1] - Cloud revenue reached $998 million, marking a year-over-year growth of 26% [1] Financial Performance - Total revenue: $1.4 billion, up 21% year-over-year [1] - Cloud revenue: $998 million, up 26% year-over-year [1]

Core Insights - C.H. Robinson Worldwide, Inc. (CHRW) reported mixed third-quarter 2025 results, with earnings exceeding estimates while revenues fell short [1] Financial Performance - Quarterly earnings per share (EPS) reached $1.40, surpassing the Zacks Consensus Estimate of $1.29 and reflecting a 9.3% year-over-year improvement [2][11] - Total revenues amounted to $4.14 billion, missing the Zacks Consensus Estimate of $4.29 billion and declining 10.9% year over year, primarily due to the divestiture of the Europe Surface Transportation business and lower pricing and volume in ocean services [2][11] - Adjusted gross profits decreased by 4% year over year to $706.1 million, influenced by lower gross profit per transaction and volume in ocean services, partially offset by higher profits in less than truckload (LTL) and customs services [4] Segment Performance - North American Surface Transportation generated total revenues of $2.96 billion, up 1.1% year over year, driven by higher volumes in truckload and LTL services, with adjusted gross profits growing 5.6% to $444.14 million [6] - Global Forwarding revenues fell 31.1% year over year to $786.34 million due to lower pricing and volume in ocean services, with adjusted gross profits declining 18.3% to $191.75 million [7] - Revenues from other sources decreased 32.4% year over year to $384.80 million [7] Operational Efficiency - Adjusted operating margin improved to 31.3%, an increase of 680 basis points from the previous year, while operating expenses decreased by 12.6% year over year to $485.2 million [5] Cash Flow and Shareholder Returns - CHRW generated $275.4 million in cash from operations in Q3 2025, a significant increase from $108.1 million in the same quarter last year, attributed to a rise in net income and a decrease in cash used by changes in net operating working capital [12] - The company returned $189.6 million to shareholders, including $74.7 million in dividends and $114.9 million in share repurchases [13] Balance Sheet - At the end of Q3, CHRW had cash and cash equivalents of $136.83 million, down from $155.99 million in the previous quarter, while long-term debt increased to $1.18 billion from $922.31 million [10]

Core Insights - Comcast reported third-quarter 2025 adjusted earnings of $1.12 per share, beating the Zacks Consensus Estimate by 1.82% and remaining flat year over year [1][8] - Consolidated revenues decreased 2.7% year over year to $31.2 billion, surpassing Zacks Consensus Estimates by 1.85% [1][8] Revenue Breakdown - Connectivity & Platforms revenues, accounting for 64.7% of total revenues, decreased 0.6% year over year to $20.18 billion [2] - Residential Connectivity & Platforms revenues fell 1.5% year over year to $17.6 billion, while Business Services Connectivity revenues rose 6.2% to $2.58 billion [2] - Total Customer Relationships for Connectivity & Platforms decreased by 210,000 to 50.9 million, with domestic broadband customer net losses of 104,000 and video customer net losses of 257,000 [2] - Content & Experiences revenues decreased 6.8% year over year to $11.74 billion, impacted by the prior year's Olympic-related revenue [2] - Media revenues decreased 19.9% year over year to $6.59 billion, but increased 4.2% excluding the Paris Olympics [3] Subscriber and Revenue Performance - Peacock paid subscribers remained steady at 41 million, with revenues reaching $1.4 billion and EBITDA losses improving by $219 million year over year [4] - Studios revenues rose 6.1% year over year to $3 billion, driven by higher content licensing and theatrical revenues [5] - Theme Parks revenues increased 18.7% year over year to $2.72 billion, attributed to the successful opening of Epic Universe [6] Operating Costs and EBITDA - Total costs and expenses declined 2.1% year over year to $25.67 billion, with programming and production costs decreasing 15.1% to $8.66 billion [7] - Adjusted EBITDA decreased 0.7% year over year to $9.67 billion, with Connectivity & Platforms adjusted EBITDA declining 3.5% to $8.01 billion [9] - Content & Experiences adjusted EBITDA increased 8.4% to $1.95 billion, while Media adjusted EBITDA rose 28% to $832 million [10] Cash Flow and Liquidity - As of September 30, 2025, cash and cash equivalents totaled $9.33 billion, down from $9.69 billion as of June 30, 2025 [11] - Consolidated total debt decreased to $99.1 billion from $101.5 billion [11] - Free cash flow increased to $4.95 billion from $4.5 billion in the previous quarter [11] - Comcast generated $8.69 billion in cash from operations, up from $7.82 billion in the previous quarter [12]

Core Insights - Huntington Ingalls Industries, Inc. (HII) reported third-quarter 2025 earnings of $3.68 per share, a decline of 43.8% from $2.56 in the prior-year quarter, but exceeded the Zacks Consensus Estimate of $3.29 by 11.9% [1] - The company's total revenues for the quarter reached $3.19 billion, surpassing the Zacks Consensus Estimate of $2.94 billion by 8.4%, and improved 16.1% from $2.75 billion in the year-ago quarter [2] - Segmental operating income increased to $179 million from $97 million in the third quarter of 2024, with an operating margin expansion of 208 basis points to 5.6% [3] Revenue Performance - Total revenues for the quarter were $3.19 billion, reflecting a 16.1% year-over-year increase driven by higher sales volume across all major business segments [2] - Newport News Shipbuilding segment revenues totaled $1.62 billion, up 14.5% year over year, primarily due to increased volumes in submarines and aircraft carriers [5] - Ingalls Shipbuilding segment revenues reached $828 million, a 24.7% increase year over year, driven by higher sales volumes from surface combatants [6] - Mission Technologies segment revenues totaled $787 million, up 11% year over year, attributed to higher volumes from C5ISR and training solutions [6] Operational Performance - Segmental operating income rose to $179 million compared to $97 million in the same quarter last year, indicating strong operational performance across all segments [3] - The operating income for Newport News Shipbuilding increased by 433.3% year over year to $80 million, influenced by prior unfavorable adjustments [5] - Ingalls Shipbuilding reported operating earnings of $65 million, up 32.7% year over year, driven by increased volumes [6] Financial Update - As of September 30, 2025, cash and cash equivalents totaled $312 million, a significant decrease from $831 million as of December 31, 2024 [8] - Long-term debt as of June 30, 2025, remained stable at $2.70 billion, consistent with the end of 2024 levels [10] - Cash generated by operating activities amounted to $546 million, a substantial increase from $2 million a year ago [10] Guidance - The company revised its shipbuilding revenue guidance to a range of $9.0-$9.1 billion, compared to the previous guidance of $8.9-$9.1 billion [11] - For Mission Technologies, revenue expectations were narrowed to $3.0-$3.1 billion from the prior range of $2.9-$3.1 billion [11] - Free cash flow guidance was raised to $550-$650 million, up from the previous estimate of $500-$600 million [11] Backlog and Orders - HII received orders worth $2 billion in the third quarter of 2025, resulting in a total backlog of $55.7 billion as of September 30, 2025, down from $56.9 billion as of June 30, 2025 [4]

Core Insights - MercadoLibre (MELI) reported Q3 2025 earnings of $8.32 per share, missing estimates by 11.77% but increasing 6.26% year over year. Revenues rose 39.5% year over year to $7.41 billion, surpassing estimates by 2.15% [1][9] Revenue Breakdown - Total revenues were driven by strong growth in commerce and fintech segments, which grew 33% and 49% year over year to $4.17 billion and $3.24 billion, respectively [2] - Brazil generated $4.01 billion in net revenues (54.1% of total), up 37.6% year over year. Mexico's revenues reached $1.65 billion (22.3% of total), increasing 44.2% year over year. Argentina's revenues were $1.44 billion (19.4% of total), reflecting a 39.5% year-over-year increase [5] - Other countries contributed $308 million (4.2% of total revenues), representing a growth of 39.4% year over year [6] Key Metrics - Gross Merchandise Volume (GMV) was $16.5 billion, increasing 28% year over year and 35% on a foreign exchange-neutral basis [7] - Items sold grew 39.3% year over year to 635.2 million, with unique buyers increasing by 26% to 76.8 million [3] - Fintech Monthly Active Users rose 29% year over year to 72.2 million, with Assets Under Management growing 89% to $15.1 billion [3] Advertising and Market Performance - Revenues from advertising services rose 56% year over year on a reported basis and 63% on a foreign exchange-neutral basis [4] - MELI's shares appreciated 35% year-to-date, outperforming the Internet-Commerce industry's return of 12.1% [4] Operating Details - Gross margin contracted to 43.3%, while operating margin declined 70 basis points to 9.8% [9][11] - Operating expenses increased 32% year over year to approximately $2.5 billion, but as a percentage of revenues, it contracted to 33.5% [11] Financial Position - As of September 30, 2025, cash and cash equivalents were $2.58 billion, down from $3.01 billion as of June 30, 2025. Net debt increased to $4.6 billion [13]

Core Insights - TotalEnergies SE (TTE) reported third-quarter 2025 operating earnings of $1.77 per share, missing the Zacks Consensus Estimate of $1.81 by 2.2%, but improved 1.7% from the previous year's figure of $1.74 [1][9] - Total revenues for the third quarter were $48.69 billion, a decline of 6.4% from $52.02 billion year-over-year, yet exceeded the Zacks Consensus Estimate of $41.1 billion by 18.5% [2][9] Production and Revenue Details - Hydrocarbon production averaged 2,508 thousand barrels of oil equivalent per day, up 4.1% year-over-year, driven by start-ups and ramp-up from existing assets [3] - Liquid production averaged 1,553 thousand barrels per day, an increase of nearly 5.9% year-over-year [3] - Quarterly gas production was 5,182 thousand cubic feet per day, up 1.7% year-over-year [4] Pricing Information - The quarterly realized price for Brent decreased by 13.9% to $69.1 per barrel from $80.3 in the previous year [5] - Average realized liquid price was $66.5 per barrel, down 13.6% year-over-year [5] - Realized gas prices increased by 4.8% year-over-year to $5.5 per thousand British thermal units [5] - Realized LNG prices fell by 10.1% year-over-year to $8.91 per thousand Btu [5] Financial Highlights - Net power production was 12.6 terawatt hours, up 13.5% year-over-year, with nearly 65% generated from renewable sources [6] - Net operating income was $4.66 billion, a 0.5% increase year-over-year, attributed to strong performance in the Refining & Chemical segment [6] - Cash and cash equivalents as of September 30, 2025, were $23.41 billion, down from $25.84 billion at the end of 2024 [12] - Cash flow from operating activities in Q3 2025 was $8.35 billion, up 16.4% year-over-year [12] Segment Performance - Exploration & Production's operating earnings were $2.16 billion, down 12.6% from $2.48 billion year-over-year [10] - Integrated LNG's operating income was $0.85 billion, down 19.8% from $1.06 billion in the previous year [10] - Integrated Power's operating income increased by 17.7% to $571 million from $485 million year-over-year [10] - Refining & Chemicals' operating income surged by 185.1% to $687 million from $241 million in the prior-year quarter [10] - Marketing & Services' operating income rose by 4.4% to $380 million from $364 million in Q3 2024 [11] Future Outlook - TotalEnergies expects fourth-quarter 2025 production volumes to be between 2,525-2,575 Mboe/d [13] - The company anticipates investing between $17-$17.5 billion in 2025 and plans to buy back shares worth up to $1.5 billion in Q4 [13]

Core Insights - Saia reported revenue of $839.64 million for the quarter ended September 2025, reflecting a decrease of 0.3% year-over-year, but a positive surprise of +0.75% compared to the Zacks Consensus Estimate of $833.38 million [1] - The company's EPS was $2.81, down from $3.46 in the same quarter last year, but exceeded the consensus estimate of $2.54 by +10.63% [1] Financial Performance Metrics - Operating Ratio was reported at 85.9%, better than the estimated 88.7% by analysts [4] - LTL (Less-Than-Truckload) Shipments totaled 2,333, surpassing the estimate of 2,320 [4] - LTL pounds per shipment were 1,355, slightly below the average estimate of 1,363 [4] - LTL revenue per hundredweight (CWT), excluding fuel surcharge, was $21.72, compared to the estimated $21.86 [4] - LTL Tonnage was reported at 1,581.00 KTon, marginally above the estimate of 1,580.35 KTon [4] - LTL Revenue Per Hundredweight (CWT) was $25.76, in line with the average estimate of $25.75 [4] Stock Performance - Saia's shares have returned -5.6% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - APi reported revenue of $2.09 billion for the quarter ended September 2025, reflecting a year-over-year increase of 14.2% [1] - Earnings per share (EPS) for the quarter was $0.41, up from $0.34 in the same quarter last year, indicating a positive trend in profitability [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.99 billion by 4.98%, and the EPS also surpassed the consensus estimate of $0.39 by 5.13% [1] Revenue Breakdown - Safety Services generated net revenues of $1.4 billion, exceeding the average estimate of $1.35 billion by analysts, with a year-over-year increase of 5.1% [4] - Specialty Services reported net revenues of $683 million, surpassing the average estimate of $664.32 million, marking a significant year-over-year increase of 38.5% [4] - Corporate and Eliminations segment reported net revenues of -$1 million, slightly better than the average estimate of -$1.5 million, but reflecting a substantial year-over-year decline of 50% [4] Stock Performance - Over the past month, APi's shares returned +0.2%, underperforming the Zacks S&P 500 composite, which saw a +3.6% change [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 - Upbound Group (UPBD) reported $1.16 billion in revenue for Q3 2025, a 9% year-over-year increase, with an EPS of $1.00 compared to $0.95 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $1.14 billion, resulting in a surprise of +1.82%, while the EPS also surpassed the consensus estimate of $0.98 by +2.04% [1] Revenue Breakdown - Subscriptions and fees generated $57.66 million, slightly above the estimated $56.88 million, reflecting a year-over-year increase [4] - Revenues from Brigit were reported at $57.66 million, again exceeding the two-analyst average estimate of $56.88 million [4] - Other revenues amounted to $7.62 million, below the average estimate of $8.18 million, but showing a significant year-over-year change of +322.7% [4] - Store revenues from merchandise sales reached $198.1 million, surpassing the estimated $191.8 million, marking a +31.4% change compared to the previous year [4] - Store revenues from rentals and fees totaled $901.34 million, exceeding the average estimate of $889.89 million, with a year-over-year change of +2.7% [4] Stock Performance - Over the past month, shares of Upbound Group have returned +1.3%, while the Zacks S&P 500 composite has changed by +3.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]