Group 1 - Vistra Corp. reported $4.25 billion in revenue for the quarter ended June 2025, a year-over-year increase of 10.5% [1] - The EPS for the same period was $1.01, compared to $0.90 a year ago, indicating a positive growth in earnings [1] - The reported revenue was below the Zacks Consensus Estimate of $4.99 billion, resulting in a surprise of -14.8% [1] Group 2 - The company delivered an EPS surprise of +3.06%, with the consensus EPS estimate being $0.98 [1] - Total retail electricity sales volumes were 33,267.00 GWh, lower than the estimated 35,391.30 GWh [4] - Adjusted EBITDA for Retail was $756 million, exceeding the average estimate of $462.23 million [4] Group 3 - Adjusted EBITDA for Texas was $142 million, below the average estimate of $173.6 million [4] - Adjusted EBITDA for Corporate and Other was -$16 million, significantly lower than the estimated $183.27 million [4] - Adjusted EBITDA for East was $418 million, compared to the estimated $518.55 million [4] Group 4 - Shares of Vistra have returned +5% over the past month, outperforming the Zacks S&P 500 composite's +1.9% 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]

Core Insights - Take-Two Interactive reported revenue of $1.42 billion for the quarter ended June 2025, reflecting a 16.8% increase year-over-year and a surprise of +10.71% over the Zacks Consensus Estimate of $1.29 billion [1] - The company's EPS was $0.61, significantly higher than the $0.05 reported in the same quarter last year, resulting in an EPS surprise of +125.93% compared to the consensus estimate of $0.27 [1] Financial Performance Metrics - Total net bookings reached $1.42 billion, exceeding the 14-analyst average estimate of $1.29 billion [4] - Mobile net bookings were $801.7 million, surpassing the average estimate of $709.16 million from 11 analysts [4] - Physical retail and other net bookings were $18 million, below the average estimate of $50.06 million from seven analysts [4] - Digital online net bookings totaled $1.41 billion, exceeding the average estimate of $1.2 billion from seven analysts [4] - Console net bookings were $474.4 million, slightly above the average estimate of $456.56 million from two analysts [4] - PC and other net bookings reached $155.9 million, compared to the average estimate of $127.97 million from two analysts [4] - Advertising net revenue was $121.3 million, exceeding the four-analyst average estimate of $107.95 million, with a year-over-year change of -0.2% [4] - Game net revenue was $1.38 billion, compared to the $1.28 billion average estimate from three analysts, representing a year-over-year increase of +13.6% [4] Stock Performance - Take-Two's shares have returned -6.2% over the past month, while the Zacks S&P 500 composite has increased by +1.2% [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 - Kratos reported revenue of $351.5 million for the quarter ended June 2025, reflecting a 17.1% increase year-over-year and surpassing the Zacks Consensus Estimate of $306.76 million by 14.58% [1] - The company's EPS was $0.11, down from $0.14 in the same quarter last year, but exceeded the consensus estimate of $0.09 by 22.22% [1] Revenue Breakdown - Product sales revenue reached $216.6 million, exceeding the average analyst estimate of $188.63 million, marking an 11.9% increase year-over-year [4] - Unmanned Systems revenue was $73.2 million, below the average estimate of $79.14 million, representing a decline of 14.7% year-over-year [4] - Kratos Government Solutions generated $278.3 million in revenue, significantly above the average estimate of $228.72 million, with a year-over-year increase of 29.9% [4] - Service revenues totaled $134.9 million, surpassing the average estimate of $117.55 million, reflecting a 26.7% increase year-over-year [4] Profitability Metrics - Gross profit from service revenues was $27.7 million, below the average estimate of $31.87 million [4] - Gross profit from product sales was $46.1 million, exceeding the average estimate of $42.56 million [4] - Operating income for Unmanned Systems was a loss of $0.3 million, better than the estimated loss of $0.5 million [4] - Operating income for Kratos Government Solutions was $12.6 million, below the average estimate of $14.44 million [4] Stock Performance - Kratos shares have returned +28.1% over the past month, significantly outperforming the Zacks S&P 500 composite's +1.2% 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 - Ashland (ASH) reported a revenue of $463 million for the quarter ended June 2025, reflecting a year-over-year decline of 14.9% and an EPS of $1.04 compared to $1.49 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $468.37 million by 1.15%, and the EPS was also below the consensus estimate of $1.15, resulting in a surprise of -9.57% [1] Revenue Breakdown - Revenue from Intermediates was $33 million, slightly below the average estimate of $34.81 million, marking a year-over-year decline of 8.3% [4] - Revenue from Specialty Additives reached $131 million, exceeding the estimated $123.73 million, but still represented a decline of 12.7% year-over-year [4] - Personal Care revenue was reported at $147 million, slightly above the estimate of $146.57 million, with a year-over-year decrease of 16% [4] - Life Sciences revenue was $162 million, below the average estimate of $169.65 million, showing a year-over-year decline of 16.9% [4] Adjusted EBITDA Performance - Adjusted EBITDA for Life Sciences was $54 million, slightly below the average estimate of $55.16 million [4] - Adjusted EBITDA for Intermediates was reported at $7 million, exceeding the average estimate of $3.48 million [4] - Adjusted EBITDA for Specialty Additives was $26 million, close to the average estimate of $26.25 million [4] - Adjusted EBITDA for Personal Care was $41 million, below the average estimate of $43.05 million [4] Stock Performance - Ashland's shares have returned +1.3% over the past month, underperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]

Core Insights - Chart Industries reported $1.08 billion in revenue for Q2 2025, a year-over-year increase of 4% and an EPS of $2.59 compared to $2.18 a year ago, but fell short of Zacks Consensus Estimates for both revenue and EPS [1] Financial Performance - Revenue of $1.08 billion represents a surprise of -3.22% against the Zacks Consensus Estimate of $1.12 billion [1] - EPS of $2.59 was below the consensus estimate of $2.62, resulting in an EPS surprise of -1.15% [1] Key Metrics - Total backlog reached $5.54 billion, exceeding the average estimate of $5.24 billion [4] - Backlog for Cryo Tank Solutions was $317.6 million, surpassing the average estimate of $301.82 million [4] - Backlog for Heat Transfer Systems was $2.01 billion, slightly below the average estimate of $2.07 billion [4] - Backlog for Specialty Products was $2.4 billion, exceeding the average estimate of $2.16 billion [4] - Backlog for Repair, Service & Leasing was $801.8 million, above the average estimate of $709.92 million [4] Orders and Sales - Orders for Heat Transfer Systems totaled $271.2 million, below the average estimate of $294.7 million [4] - Orders for Specialty Products were $663.3 million, significantly above the average estimate of $440.99 million [4] - Orders for Repair, Service & Leasing reached $406.1 million, exceeding the average estimate of $324.15 million [4] - Sales for Cryo Tank Solutions were $155.9 million, below the average estimate of $162.74 million, reflecting a year-over-year decline of -5.8% [4] - Sales for Repair, Service & Leasing were $338.2 million, slightly below the average estimate of $340.69 million, with a year-over-year decline of -6.2% [4] - Sales for Specialty Products were $292.9 million, below the average estimate of $331.27 million, but showed a year-over-year increase of +5.5% [4] - Sales for Heat Transfer Systems were $295.3 million, exceeding the average estimate of $277.49 million, with a year-over-year increase of +24.8% [4] Stock Performance - Shares of Chart Industries have returned +4.3% over the past month, outperforming the Zacks S&P 500 composite's +3.6% 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 - Incyte reported $1.22 billion in revenue for Q2 2025, a 16.5% year-over-year increase, with an EPS of $1.57 compared to -$1.82 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] - The company’s revenue and EPS surprises were +5.56% and +12.95% respectively, indicating stronger performance than analysts anticipated [1] Revenue Breakdown - Product royalty revenues reached $151.12 million, surpassing the estimated $145.98 million, reflecting a 10.2% increase year-over-year [4] - Net product revenues for Iclusig were $32.73 million, exceeding the $28.99 million estimate, marking a 21.8% year-over-year growth [4] - Total net product revenues amounted to $1.06 billion, above the $985.29 million estimate, showing a 16.9% increase year-over-year [4] - Net product revenues for Pemazyre were $22.19 million, compared to the $20.24 million estimate, representing a 9.5% year-over-year change [4] - Net product revenues for Minjuvi/Monjuvi were $31.13 million, slightly below the $34.25 million estimate, with a minimal year-over-year change of 0.1% [4] - Net product revenues for Opzelura reached $164.5 million, exceeding the $148.56 million estimate, reflecting a significant 35.2% year-over-year increase [4] - Net product revenues for Jakafi were $763.79 million, surpassing the $744.1 million estimate, with an 8.2% year-over-year growth [4] - Net product revenues for Zynyz were $8.92 million, significantly above the $2.73 million estimate, indicating a remarkable 1270.4% year-over-year increase [4] - Royalty revenues for Olumiant were $33.48 million, slightly below the $33.57 million estimate, with a 5.6% year-over-year increase [4] - Royalty revenues for Tabrecta were $6.63 million, below the $6.88 million estimate, reflecting a 25.2% year-over-year increase [4] - Royalty revenues for Jakavi were $109.71 million, exceeding the $103.35 million estimate, with a 10.5% year-over-year change [4] - Net product revenues for Niktimvo were $36.15 million, significantly above the $20.33 million estimate [4] Stock Performance - Incyte's shares returned +3% over the past month, compared to the Zacks S&P 500 composite's +3.6% change, indicating a performance in line with the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]

Core Insights - GMS reported revenue of $1.33 billion for the quarter ended April 2025, a year-over-year decline of 5.6% and an EPS of $1.29 compared to $1.93 a year ago, indicating a significant drop in profitability [1] - The revenue exceeded the Zacks Consensus Estimate of $1.3 billion by 2.81%, while the EPS surpassed the consensus estimate of $1.15 by 12.17% [1] Performance Metrics - GMS shares have returned -2.7% over the past month, contrasting with the Zacks S&P 500 composite's +0.6% change, suggesting underperformance relative to the broader market [3] - The company holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near term [3] Organic Net Sales Analysis - Organic net sales for Wallboard decreased by 12.5%, better than the estimated decline of 15.3% [4] - Organic net sales for Ceilings increased by 2.9%, compared to an estimated decline of 0.9% [4] - Overall organic net sales fell by 9.7%, outperforming the average estimate of a 11.5% decline [4] - Organic net sales for Other products/Complementary products decreased by 7.3%, worse than the estimated decline of 4.1% [4] - Organic net sales for Steel framing dropped by 17.9%, better than the estimated decline of 23.4% [4]

Core Insights - Target reported revenue of $23.85 billion for the quarter ended April 2025, a decrease of 2.8% year-over-year, and EPS of $1.30, down from $2.03 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $24.23 billion, resulting in a surprise of -1.58%, while the EPS also missed the consensus estimate of $1.62 by -19.75% [1] Financial Performance - Comparable store sales decreased by 3.8%, compared to an estimated decline of 1.9% by analysts [4] - Total number of stores was 1,981, slightly below the average estimate of 1,983 [4] - Total retail square footage was 248.66 million square feet, compared to the average estimate of 249.22 million square feet [4] - Digitally originated comparable sales increased by 4.7%, falling short of the average estimate of 8.3% [4] - Total revenue from sales was $23.85 billion, compared to the average estimate of $24.09 billion, reflecting a year-over-year change of -1.2% [4] Market Performance - Target's shares returned +4.3% over the past month, underperforming the Zacks S&P 500 composite's +12.7% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Henry Schein reported $3.17 billion in revenue for Q1 2025, a slight year-over-year decline of 0.1% [1] - The EPS for the quarter was $1.15, up from $1.10 a year ago, indicating a positive trend in earnings [1] - The revenue fell short of the Zacks Consensus Estimate of $3.23 billion by 1.84%, while the EPS exceeded the consensus estimate of $1.11 by 3.60% [1] Revenue Performance - Geographic Revenue from International Dental Equipment was $197 million, below the average estimate of $209.20 million [4] - U.S. Distribution Revenue for Dental Equipment was $187 million, significantly lower than the estimated $232.79 million, reflecting a 25.4% decline year-over-year [4] - International Dental Merchandise revenue was $594 million, also below the estimate of $608.26 million [4] - U.S. Distribution Medical revenue was $1.03 billion, slightly above the estimate of $1.01 billion, showing a year-over-year increase of 1.6% [4] - International Dental revenue was $798 million, under the estimate of $824.47 million, with a year-over-year decline of 1.6% [4] - U.S. Distribution Dental Merchandise revenue was $591 million, exceeding the estimate of $569.68 million [4] - Global Specialty Products net sales were $367 million, slightly above the average estimate of $364.59 million [4] Stock Performance - Henry Schein's shares returned -0.3% over the past month, contrasting with the Zacks S&P 500 composite's +0.4% 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]