Core Insights - Health Catalyst (HCAT) reported revenue of $76.32 million for the quarter ended September 2025, showing no change compared to the same period last year, with EPS at $0.06, down from $0.07 year-over-year [1] - The revenue exceeded the Zacks Consensus Estimate of $75.08 million by +1.66%, and the EPS surpassed the consensus estimate of $0.05 by +20% [1] Revenue Breakdown - Professional services revenue was $24.27 million, exceeding the four-analyst average estimate of $23.08 million, but reflecting a year-over-year decline of -12.4% [4] - Technology revenue reached $52.05 million, slightly above the estimated $52 million, marking a +7% increase compared to the year-ago quarter [4] Profitability Metrics - Adjusted Gross Profit for Professional Services was $4.63 million, surpassing the average estimate of $4.45 million [4] - Adjusted Gross Profit for Technology was $35.5 million, exceeding the average estimate of $34.9 million [4] Stock Performance - Health Catalyst shares have returned +6.8% over the past month, outperforming the Zacks S&P 500 composite's +0.3% 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 - Martin Marietta reported revenue of $1.85 billion for the quarter ended September 2025, a decrease of 2.3% year-over-year, and an EPS of $5.97, slightly up from $5.91 in the previous year [1] - The revenue fell short of the Zacks Consensus Estimate of $2.05 billion, resulting in a surprise of -9.92%, while the EPS also missed the consensus estimate of $6.65 by -10.23% [1] Financial Performance Metrics - Total shipments of aggregates were 57,900 KTon, exceeding the average estimate of 55,358.71 KTon from four analysts [4] - The average unit sales price for aggregates was $23.24 per ton, slightly below the estimated $23.30 per ton [4] - Total revenues from building materials aggregates reached $1.46 billion, surpassing the average estimate of $1.38 billion, reflecting a year-over-year increase of 16.6% [4] - Total revenues for all building materials were $1.72 billion, lower than the average estimate of $1.96 billion, indicating a year-over-year decline of 5.1% [4] - Interproduct sales in building materials reported a loss of $94 million, slightly worse than the average estimate of $-89.34 million, but showing a year-over-year improvement of 14.6% [4] - Gross profit for total building materials was $585 million, below the average estimate of $641.29 million [4] - Gross profit for building materials aggregates was $531 million, exceeding the average estimate of $493.48 million [4] Stock Performance - Martin Marietta's shares have returned -4% over the past month, contrasting with the Zacks S&P 500 composite's increase of +1.3% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Financial Performance - For the quarter ended September 2025, Papa John's reported revenue of $508.15 million, reflecting a 0.3% increase year-over-year [1] - EPS for the quarter was $0.32, down from $0.43 in the same quarter last year [1] - The reported revenue fell short of the Zacks Consensus Estimate of $525.88 million, resulting in a surprise of -3.37% [1] - The company experienced an EPS surprise of -20%, with the consensus EPS estimate being $0.40 [1] Key Metrics - Papa John's shares have returned -4.6% over the past month, while the Zacks S&P 500 composite increased by +1.3% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance against the broader market [3] Restaurant Operations - The number of domestic company-owned restaurants was 545, slightly above the average estimate of 543 [4] - The number of international company-owned restaurants was 13, matching the average estimate [4] - Comparable sales growth for system-wide North America restaurants was -1.1%, compared to the 2% average estimate [4] - Comparable sales growth for North America franchised restaurants was -2.6%, against an estimated growth of 2.3% [4] - Comparable sales growth for domestic company-owned restaurants was -3.1%, compared to the 2.4% average estimate [4] - The total number of franchised restaurants was 5,436, below the average estimate of 5,458 [4] - The total system-wide number of restaurants was 5,994, compared to the average estimate of 6,014 [4] Revenue Breakdown - Advertising funds revenue was reported at $41.68 million, below the average estimate of $44.14 million [4] - Other revenues amounted to $21.42 million, compared to the average estimate of $22.78 million, representing a significant year-over-year decline of -64.8% [4] - Domestic company-owned restaurant sales were $165.19 million, lower than the average estimate of $175.84 million, reflecting a -2.1% change year-over-year [4]

Core Insights - Revolve Group (RVLV) reported revenue of $295.63 million for Q3 2025, a year-over-year increase of 4.4%, with an EPS of $0.24 compared to $0.15 a year ago, indicating strong earnings performance despite a slight revenue miss against estimates [1] Financial Performance - Revenue of $295.63 million compared to Zacks Consensus Estimate of $298.79 million, resulting in a surprise of -1.06% [1] - EPS of $0.24 exceeded the consensus estimate of $0.11, delivering a surprise of +118.18% [1] - Total orders placed were 2.3 million, matching the average estimate [4] - Average order value was $306.00, slightly above the average estimate of $303.45 [4] - Active customers totaled 2.75 million, slightly below the average estimate of 2.77 million [4] Geographic Sales Performance - Geographic Net Sales in the Rest of the World reached $64.21 million, compared to an average estimate of $66.74 million, representing a year-over-year change of +6.1% [4] - Geographic Net Sales in the United States were $231.42 million, slightly below the average estimate of $232.06 million, with a year-over-year change of +3.9% [4] Segment Performance - Net Sales for FWRD were $40.99 million, below the average estimate of $42.66 million, with a year-over-year change of +3.2% [4] - Net Sales for REVOLVE were $254.65 million, compared to the average estimate of $257.52 million, reflecting a year-over-year change of +4.6% [4] - Gross profit for FWRD was $18.41 million, exceeding the average estimate of $15.9 million [4] - Gross profit for REVOLVE was $143.11 million, surpassing the average estimate of $138.65 million [4] Stock Performance - Shares of Revolve Group have returned -4.5% over the past month, contrasting with the Zacks S&P 500 composite's +2.1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - Republic Services reported revenue of $4.21 billion for the quarter ended September 2025, reflecting a year-over-year increase of 3.3% [1] - The earnings per share (EPS) was $1.90, up from $1.81 in the same quarter last year, resulting in an EPS surprise of +7.34% against the consensus estimate of $1.77 [1] Revenue Performance - Environmental solutions revenue was $433 million, which is -6.8% year-over-year and below the average estimate of $493.31 million [4] - Recycling & Waste revenue matched the estimate at $3.78 billion [4] - Total Collection revenue was $2.84 billion, slightly below the estimate of $2.89 billion, with a year-over-year increase of +3.4% [4] - Small-container Collection revenue was $1.27 billion, compared to an estimate of $1.29 billion, showing a +4.8% year-over-year change [4] - Large-container Collection revenue was $797 million, slightly below the estimate of $810.97 million, with a +2.9% year-over-year change [4] - Residential Collection revenue was $754 million, below the estimate of $772.44 million, reflecting a +1.9% year-over-year change [4] - Landfill revenue was $845 million, exceeding the estimate of $812.49 million, with a +10% year-over-year increase [4] Stock Performance - Over the past month, shares of Republic Services have returned -7.4%, 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 - ResMed reported revenue of $1.34 billion for the quarter ended September 2025, reflecting a 9.1% increase year-over-year and a surprise of +0.94% over the Zacks Consensus Estimate of $1.32 billion [1] - Earnings per share (EPS) for the quarter was $2.55, up from $2.20 in the same quarter last year, with an EPS surprise of +2.41% compared to the consensus estimate of $2.49 [1] Revenue Performance - U.S., Canada, and Latin America - Devices revenue was $413.4 million, exceeding the average estimate of $409.2 million, representing a year-over-year increase of +7.5% [4] - U.S., Canada, and Latin America - Masks and other revenue reached $361.3 million, surpassing the average estimate of $355.76 million, with a year-over-year change of +11.9% [4] - Combined Europe, Asia, and other markets - Total revenue was $394.7 million, above the average estimate of $385.76 million, reflecting a +9.5% change year-over-year [4] - Combined Europe, Asia, and other markets - Devices revenue was $266.9 million, exceeding the average estimate of $257.17 million, with a year-over-year increase of +10.6% [4] - Combined Europe, Asia, and other markets - Masks and other revenue was $127.8 million, slightly below the average estimate of $128.59 million, showing a +7.2% year-over-year change [4] - U.S., Canada, and Latin America - Total revenue was $774.8 million, exceeding the average estimate of $764.96 million, representing a +9.5% change year-over-year [4] - Global revenue for Total Sleep and Breathing Health was $1.17 billion, surpassing the average estimate of $1.15 billion, with a +9.5% year-over-year change [4] - Global revenue for Residential Care Software was $166.1 million, below the average estimate of $170.38 million, reflecting a +5.9% year-over-year change [4] - Global revenue for Total Devices was $680.3 million, exceeding the average estimate of $666.36 million, with a year-over-year increase of +8.7% [4] - Global revenue for Total Masks and other was $489.1 million, surpassing the average estimate of $484.35 million, showing a +10.7% year-over-year change [4] Stock Performance - ResMed's shares have returned -6.4% over the past month, while the Zacks S&P 500 composite has increased 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]

Core Insights - AtriCure reported $134.27 million in revenue for Q3 2025, a 15.8% year-over-year increase, with an EPS of -$0.01 compared to -$0.17 a year ago, indicating significant improvement in profitability [1] - The revenue exceeded the Zacks Consensus Estimate by 2.09%, while the EPS surprise was 90.91% above the consensus estimate [1] Revenue Performance - U.S. revenue from pain management reached $20.84 million, surpassing the average estimate of $20.59 million, reflecting a 27.7% year-over-year increase [4] - International revenue from pain management was $2.08 million, below the average estimate of $2.77 million, but still showing a 30.8% year-over-year increase [4] - U.S. revenue from total ablation was $43.02 million, significantly below the average estimate of $63.41 million, marking a 25.9% year-over-year decline [4] - International revenue from total ablation was $12.71 million, slightly below the average estimate of $14.54 million, but showing a 7% year-over-year increase [4] - Total U.S. revenue was $109.31 million, exceeding the average estimate of $106.47 million, with a 14.5% year-over-year increase [4] - International revenue from appendage management was $10.17 million, below the average estimate of $10.58 million, reflecting an 18.5% year-over-year increase [4] - U.S. revenue from open ablation was $35.59 million, slightly above the average estimate of $34.88 million, with a 16.3% year-over-year increase [4] - International revenue from open ablation was $10.85 million, exceeding the average estimate of $9.73 million, marking a 26.1% year-over-year increase [4] - U.S. revenue from minimally invasive ablation was $7.43 million, below the average estimate of $7.94 million, showing a 33.2% year-over-year decline [4] - International revenue from minimally invasive ablation was $1.86 million, below the average estimate of $2.04 million, but reflecting a 10.8% year-over-year increase [4] - U.S. revenue from appendage management was $45.45 million, exceeding the average estimate of $43.06 million, with a 21.5% year-over-year increase [4] - Total international revenue was $24.96 million, slightly below the average estimate of $25.12 million, but showing a 22% year-over-year increase [4] Stock Performance - AtriCure's shares have returned 3.4% over the past month, compared to a 3.8% change in the Zacks S&P 500 composite, indicating a performance in line with the broader market [3]

Core Insights - Shore Bancshares reported revenue of $56.36 million for the quarter ended September 2025, reflecting an 11.5% increase year-over-year, although it was a slight miss of 0.4% compared to the Zacks Consensus Estimate of $56.58 million [1] - The earnings per share (EPS) for the quarter was $0.48, up from $0.40 in the same quarter last year, resulting in a positive surprise of 6.67% against the consensus estimate of $0.45 [1] Financial Performance Metrics - Net Interest Margin stood at 3.4%, matching the two-analyst average estimate of 3.4% [4] - Efficiency Ratio was reported at 61%, slightly better than the two-analyst average estimate of 61.1% [4] - Total Non-Interest Income was $7.7 million, below the two-analyst average estimate of $7.95 million [4] - Net Interest Income reached $48.66 million, exceeding the two-analyst average estimate of $48.22 million [4] Stock Performance - Over the past month, shares of Shore Bancshares have returned -6.2%, contrasting with the Zacks S&P 500 composite's increase of +0.2% [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 - ServisFirst Bancshares reported revenue of $136.28 million for the quarter ended September 2025, reflecting a year-over-year increase of 10.2% but falling short of the Zacks Consensus Estimate by 8.41% [1] - The earnings per share (EPS) for the quarter was $1.30, an increase from $1.10 in the same quarter last year, but below the consensus estimate of $1.38, resulting in an EPS surprise of -5.8% [1] Financial Performance Metrics - Efficiency Ratio was reported at 35.2%, higher than the average estimate of 31.5% from two analysts [4] - Net charge-offs to total average loans stood at 0.3%, compared to the average estimate of 0.2% [4] - Net Interest Margin was 3.1%, slightly below the estimated 3.2% [4] - Average Balance of Interest-earning Assets was $17.13 billion, lower than the average estimate of $17.39 billion [4] - Net Interest Income was reported at $133.45 million, below the average estimate of $139.64 million [4] - Total Non-interest income was $2.83 million, significantly lower than the average estimate of $9.15 million [4] - Credit card income was $2.41 million, exceeding the average estimate of $2.28 million [4] - Service charges on deposit accounts reached $3.32 million, above the average estimate of $2.73 million [4] - Mortgage banking income was $1.86 million, higher than the estimated $1.28 million [4] - Other Operating Income was reported at $0.66 million, slightly below the average estimate of $0.83 million [4] Stock Performance - Shares of ServisFirst have declined by 10.7% over the past month, contrasting with a 1.1% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Group 1 - Carnival reported $8.15 billion in revenue for the quarter ended August 2025, a year-over-year increase of 3.3% [1] - EPS for the same period was $1.43, compared to $1.27 a year ago, representing an EPS surprise of +8.33% over the consensus estimate of $1.32 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $8.07 billion by +0.99% [1] Group 2 - Key metrics monitored include ALBDs at 24.6 million, occupancy percentage at 112%, and passenger cruise days (PCDs) at 27.5 million [4] - Fuel cost per metric ton consumed was reported at $607.00, higher than the estimated $595.27 [4] - Net yields per ALBD were $249.11, surpassing the average estimate of $247.58 [4] Group 3 - Revenues from onboard and other sources were $2.72 billion, exceeding the average estimate of $2.66 billion, with a year-over-year change of +2.5% [4] - Revenues from passenger tickets reached $5.43 billion, compared to the average estimate of $5.34 billion, reflecting a year-over-year change of +3.7% [4] - Carnival's stock has returned -4% over the past month, while the Zacks S&P 500 composite increased by +2.9% [3]