Webtoon Entertainment (WBTN) reported $330.69 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 6.3%. EPS of $0 for the same period compares to -$0.03 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $334.44 million, representing a surprise of -1.12%. The company delivered an EPS surprise of +100%, with the consensus EPS estimate being -$0.04.While investors closely watch year-over-year changes in headline numbers -- revenue and earni ...

Core Insights - O'Reilly Automotive reported revenue of $4.41 billion for the quarter ended December 2025, reflecting a year-over-year increase of 7.8% [1] - The company's EPS was $0.71, up from $0.66 in the same quarter last year, although it fell short of the consensus estimate of $0.72 by 1.28% [1] Financial Performance - Revenue exceeded the Zacks Consensus Estimate of $4.4 billion, resulting in a surprise of +0.44% [1] - Comparable store sales increased by 5.6%, surpassing the average estimate of 4.9% from eight analysts [4] - Sales to Do-It-Yourself customers totaled $2.18 billion, slightly below the estimated $2.2 billion, but still representing a year-over-year increase of 4.2% [4] - Sales to professional service provider customers reached $2.15 billion, exceeding the average estimate of $2.1 billion, with a year-over-year growth of 13.5% [4] Operational Metrics - Total square footage was reported at 51.52 million square feet, above the four-analyst average estimate of 51.31 million square feet [4] - The total number of stores remained at 6,585, matching the average estimate [4] - The company opened 47 new stores, consistent with the estimates from three analysts [4] - The ending domestic store count was 6,447, slightly above the average estimate of 6,446 [4] - Sales per weighted-average store were $0.67 million, slightly below the estimated $0.68 million [4] - The ending count of stores in Canada was 26, exceeding the two-analyst average estimate of 25 [4] - The number of stores in Mexico at the end of the period was 112, below the estimated 114 [4] Stock Performance - O'Reilly Automotive's shares returned +7.4% over the past month, outperforming the Zacks S&P 500 composite's +0.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - ArcBest reported revenue of $972.69 million for Q4 2025, a year-over-year decline of 2.9%, with EPS of $0.36 compared to $1.33 a year ago, indicating a significant drop in profitability [1] - The revenue exceeded the Zacks Consensus Estimate of $968.81 million by 0.4%, but the EPS fell short of the consensus estimate of $0.45 by 19.1% [1] Financial Performance Metrics - The Asset-Based Operating Ratio was reported at 96.2%, slightly better than the average estimate of 96.5% [4] - The Asset-Light Operating Ratio was 102.8%, worse than the estimated 100.8% [4] - Asset-Based Pounds per Shipment was 1,095.00 lbs, exceeding the average estimate of 1,081.23 lbs [4] - Asset-Based Tons per Day reached 11,036.00 tons, surpassing the average estimate of 10,871.55 tons [4] - Asset-Based Shipments per Day were 20,163.00 tons, slightly above the average estimate of 20,109.68 tons [4] - Billed revenue per CWT was $47.94, lower than the average estimate of $48.71 [4] - Revenues from Asset-Based operations were $648.79 million, marginally below the average estimate of $649 million, reflecting a year-over-year change of -1.1% [4] - Revenues from Asset-Light operations were $353.53 million, slightly below the average estimate of $354.38 million, with a year-over-year decline of 5.8% [4] - Revenues from Other and eliminations were reported at -$29.64 million, better than the average estimate of -$31.01 million, with a year-over-year change of -1.2% [4] - Non-GAAP Operating Income for Asset-Based operations was $24.39 million, exceeding the average estimate of $23.19 million [4] - Non-GAAP Operating Income for Other and eliminations was -$10.6 million, worse than the average estimate of -$7.06 million [4] Stock Performance - ArcBest shares have returned +15% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.9% 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 - REV Group reported revenue of $664.4 million for the quarter ended October 2025, marking an 11.1% increase year-over-year and exceeding the Zacks Consensus Estimate of $647.12 million by 2.67% [1] - The company's EPS for the quarter was $0.83, up from $0.51 in the same quarter last year, and also surpassed the consensus EPS estimate of $0.78 by 6.41% [1] Revenue Performance - Net Sales for Recreation Vehicles were $157.2 million, slightly below the average estimate of $159.69 million, reflecting a year-over-year decrease of 0.6% [4] - Net Sales for Specialty Vehicles reached $507.4 million, exceeding the average estimate of $487.48 million, with a year-over-year increase of 15.3% [4] - Corporate & Other reported net sales of $-0.2 million, compared to the average estimate of $-0.1 million, indicating a 100% year-over-year change [4] EBITDA Metrics - Adjusted EBITDA for Recreation Vehicles was $9 million, surpassing the average estimate of $7.14 million [4] - Adjusted EBITDA for Specialty Vehicles was $70.5 million, exceeding the average estimate of $65.06 million [4] - Adjusted EBITDA for Corporate & Other was $-9.8 million, slightly worse than the average estimate of $-9.62 million [4] Stock Performance - REV Group's shares have returned +8.2% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - American Eagle Outfitters (AEO) reported a revenue of $1.36 billion for the quarter ended October 2025, reflecting a year-over-year increase of 5.7% and surpassing the Zacks Consensus Estimate by 3.31% [1] - The earnings per share (EPS) for the quarter was $0.53, up from $0.48 in the same quarter last year, representing a surprise of 23.26% over the consensus estimate of $0.43 [1] Financial Performance - The total net revenue for American Eagle was $853.73 million, exceeding the average estimate of $839.85 million by analysts, with a year-over-year change of 2.6% [4] - Aerie's total net revenue reached $461.99 million, surpassing the average estimate of $430.78 million, marking a year-over-year increase of 12.6% [4] Store Metrics - The number of Aerie stand-alone stores was reported at 329, slightly below the average estimate of 338 [4] - The total number of stores at the end of the period was 1,190, slightly above the average estimate of 1,188 [4] - Comparable store sales for Aerie were reported at 11%, significantly higher than the average estimate of 3.5% [4] - Comparable store sales for American Eagle Outfitters were 1%, slightly below the average estimate of 1.7% [4] Stock Performance - American Eagle's shares have returned 28.6% over the past month, outperforming the Zacks S&P 500 composite, which saw a change of -0.2% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

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]