For the quarter ended July 2025, Semtech (SMTC) reported revenue of $257.6 million, up 19.6% over the same period last year. EPS came in at $0.41, compared to $0.11 in the year-ago quarter.The reported revenue represents a surprise of +0.61% over the Zacks Consensus Estimate of $256.04 million. With the consensus EPS estimate being $0.40, the EPS surprise was +2.5%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their nex ...

Core Insights - Carrier Global reported $6.11 billion in revenue for the quarter ended June 2025, reflecting a year-over-year decline of 8.6% while EPS increased to $0.92 from $0.87 a year ago, indicating a positive trend in earnings despite revenue decline [1] - The reported revenue exceeded the Zacks Consensus Estimate of $6.06 billion by 0.88%, and the EPS also surpassed the consensus estimate of $0.91 by 1.1% [1] Revenue Performance - Revenue from CSA was $3.25 billion, slightly above the estimated $3.2 billion by analysts [4] - Revenue from CST was $726 million, slightly below the average estimate of $728.85 million [4] - Revenue from CSAME was $882 million, also below the average estimate of $898.31 million [4] - Revenue from CSE was $1.25 billion, exceeding the average estimate of $1.22 billion [4] Stock Performance - Shares of Carrier Global have returned +9.6% 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), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Chain Bridge Bancorp, Inc. (CBNA) reported revenue of $12.62 million for the quarter ended June 2025, showing no change compared to the same period last year, with an EPS of $0.70 compared to $0 in the year-ago quarter [1] - The revenue exceeded the Zacks Consensus Estimate of $11.29 million by +11.85%, and the EPS surprised by +59.09% against the consensus estimate of $0.44 [1] Financial Performance Metrics - Net interest margin stood at 3.4%, matching the average estimate based on two analysts [4] - Total interest-earning assets averaged $1.4 billion, surpassing the two-analyst average estimate of $1.24 billion [4] - Deposit placement services generated $0.16 million, below the average estimate of $0.22 million from two analysts [4] - Total noninterest income was $0.83 million, slightly above the two-analyst average estimate of $0.8 million [4] - Net interest income reached $11.79 million, exceeding the average estimate of $10.47 million from two analysts [4] - Other income amounted to $0.09 million, higher than the two-analyst average estimate of $0.04 million [4] Stock Performance - Shares of Chain Bridge Bancorp, Inc. have returned +2.9% over the past month, compared to the Zacks S&P 500 composite's +4.9% 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 - Heartland Express reported a revenue of $210.39 million for the quarter ended June 2025, which is a decrease of 23.4% compared to the same period last year [1] - The company's EPS was -$0.14, worsening from -$0.04 in the year-ago quarter, and the EPS surprise was -75% against a consensus estimate of -$0.08 [1] - The reported revenue fell short of the Zacks Consensus Estimate of $236.65 million, resulting in a surprise of -11.1% [1] Financial Metrics - The operating ratio was reported at 105.9%, which is higher than the estimated average of 102.3% by two analysts [4] - Fuel surcharge revenue was $24.51 million, below the average estimate of $27.13 million, marking a year-over-year decline of 33.5% [4] - Operating revenue, excluding fuel surcharge revenue, was $185.88 million, significantly lower than the estimated $209.53 million, representing a year-over-year decrease of 21.9% [4] Stock Performance - Over the past month, shares of Heartland Express returned +0.1%, while the Zacks S&P 500 composite increased by +5.7% [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 - Agilysys reported revenue of $76.68 million for the quarter ended June 2025, reflecting a year-over-year increase of 20.7% [1] - The earnings per share (EPS) for the quarter was $0.33, up from $0.30 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $74.47 million by 2.96%, while the EPS fell short of the consensus estimate of $0.39 by 15.38% [1] Revenue Breakdown - Product revenue was $9.95 million, slightly below the estimated $10.49 million, representing a year-over-year increase of 0.8% [4] - Subscription and maintenance revenue reached $48.62 million, surpassing the estimated $46.62 million, with a significant year-over-year increase of 27.8% [4] - Professional services revenue amounted to $18.1 million, exceeding the estimated $17.26 million, and showed a year-over-year growth of 16.1% [4] Stock Performance - Agilysys shares have returned 6.2% over the past month, outperforming the Zacks S&P 500 composite's return of 5.4% [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 - Axis Capital reported revenue of $1.55 billion for the quarter ended March 2025, reflecting an 8.3% increase year-over-year, but fell short of the Zacks Consensus Estimate of $1.65 billion by -5.92% [1] - The company's EPS was $3.17, up from $2.57 in the same quarter last year, exceeding the consensus EPS estimate of $2.64 by +20.08% [1] Financial Performance Metrics - The combined ratio for insurance was 86.7%, slightly better than the estimated 86.9% [4] - The net loss and loss expense ratio totaled 58.6%, outperforming the estimated 61.1% [4] - The total combined ratio was 90.2%, compared to the average estimate of 93.5% [4] - The acquisition cost ratio for insurance was 19.2%, above the estimated 18.2% [4] - General and administrative expense ratio for total was 9.8%, significantly lower than the estimated 12.7% [4] - Net investment income reached $207.71 million, surpassing the average estimate of $188.03 million, marking a +24.1% year-over-year increase [4] - Net premiums earned were $1.34 billion, below the estimated $1.42 billion, but showed a +6.6% change year-over-year [4] - Other insurance-related income was $3.58 million, significantly lower than the estimated $7.17 million, representing a -57.1% year-over-year decline [4] - Net premiums earned in the insurance segment were $1.01 billion, slightly below the estimated $1.04 billion, with a +10% year-over-year change [4] - Net premiums earned in the reinsurance segment were $330.73 million, below the estimated $366.10 million, reflecting a -2.8% year-over-year change [4] Stock Performance - Axis Capital's shares have returned -3.7% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Postal Realty Trust (PSTL) reported a revenue of $22.15 million for the quarter ended March 2025, reflecting a year-over-year increase of 28.1% [1] - The earnings per share (EPS) for the quarter was $0.32, a significant improvement from -$0.01 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $21.14 million by 4.80%, while the EPS also surpassed the consensus estimate of $0.30 by 6.67% [1] Revenue Breakdown - Rental income was reported at $21.48 million, exceeding the average estimate of $19.58 million by analysts, marking a 29.4% increase compared to the previous year [4] - Fee and other revenues were $0.67 million, slightly below the average estimate of $0.77 million, representing a decrease of 1.9% year-over-year [4] Stock Performance - Over the past month, shares of Postal Realty Trust have returned -7.9%, contrasting with the Zacks S&P 500 composite's -0.2% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), suggesting potential for outperformance in the near term [3]

Core Viewpoint - Bausch + Lomb reported a revenue of $1.14 billion for the quarter ended March 2025, reflecting a 3.5% increase year-over-year, but an EPS of -$0.07, contrasting with $0.07 in the same quarter last year, indicating challenges in profitability despite revenue growth [1]. Revenue Performance - Vision Care revenues reached $656 million, slightly above the average estimate of $654.55 million, marking a year-over-year increase of 3.3% [4]. - Surgical revenues amounted to $214 million, exceeding the average estimate of $206.66 million, with a year-over-year growth of 8.6% [4]. - Pharmaceuticals revenues were reported at $267 million, below the average estimate of $284.94 million, showing no change year-over-year [4]. - Total product sales were $1.13 billion, compared to the average estimate of $1.15 billion, reflecting a year-over-year increase of 3.6% [4]. - Other revenues were reported at $4 million, below the average estimate of $5 million, indicating a significant year-over-year decline of 20% [4]. Stock Performance - Bausch + Lomb shares have returned -2.7% over the past month, in contrast to the Zacks S&P 500 composite's -0.2% change, suggesting underperformance relative to the broader market [3]. - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3].

Core Insights - German American Bancorp (GABC) reported a revenue of $81.41 million for Q1 2025, marking a year-over-year increase of 33.9% and exceeding the Zacks Consensus Estimate of $79.1 million by 2.92% [1] - The company's EPS for the same quarter was $0.79, up from $0.64 a year ago, representing a surprise of 9.72% compared to the consensus estimate of $0.72 [1] Financial Performance Metrics - Efficiency ratio was reported at 61.3%, higher than the estimated 56.3% by analysts [4] - Net Interest Margin stood at 4%, surpassing the average estimate of 3.7% [4] - Net charge-offs to average loans were 0%, compared to the estimated 0.1% [4] - Total Average Interest Earning Assets reached $6.92 billion, exceeding the estimate of $6.85 billion [4] - Net Gains on Sales of Loan were $0.83 million, slightly below the estimated $0.90 million [4] - Total Non-interest Income was reported at $14.84 million, lower than the estimated $15.95 million [4] - Net interest income (FTE) was $67.89 million, compared to the average estimate of $62.41 million [4] - Service charges on deposit accounts were $3.49 million, below the estimated $3.81 million [4] - Net Interest Income was reported at $66.57 million, exceeding the estimate of $63.51 million [4] Stock Performance - Shares of German American Bancorp have returned -3.1% over the past month, outperforming the Zacks S&P 500 composite's -4.3% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - Legget & Platt reported revenue of $1.02 billion for the quarter ended March 2025, reflecting a 6.8% decline year-over-year and a slight miss of 0.53% against the Zacks Consensus Estimate of $1.03 billion [1] - The company's EPS was $0.24, which is an increase from $0.23 in the same quarter last year, resulting in a positive surprise of 4.35% compared to the consensus estimate of $0.23 [1] Revenue and Earnings Performance - The change in organic sales for Bedding Products was -12%, significantly worse than the estimated -4% [4] - Specialized Products saw a -5% change in organic sales, compared to an average estimate of -3.1% [4] - Furniture, Flooring, and Textile Products experienced a -1% change in organic sales, better than the estimated -5.4% [4] - Overall change in organic sales was -7%, against an estimate of -5.6% [4] Trade Sales and EBIT Analysis - Trade sales for Furniture, Flooring, and Textile Products were reported at $331.30 million, exceeding the average estimate of $322.63 million, with a year-over-year change of -0.5% [4] - Trade sales for Specialized Products were $300.10 million, slightly above the average estimate of $298.78 million, reflecting a -5% year-over-year change [4] - Trade sales for Bedding Products were $390.70 million, below the average estimate of $409.90 million, indicating a -12.8% year-over-year decline [4] - EBIT for Bedding Products was $9.60 million, significantly lower than the average estimate of $18.65 million [4] - EBIT for Specialized Products was $28.40 million, surpassing the average estimate of $20.42 million [4] - Adjusted EBIT for Specialized Products was $31.80 million, exceeding the average estimate of $23 million [4] - Adjusted EBIT for Bedding Products was $13 million, below the average estimate of $16.45 million [4] - Adjusted EBIT for Furniture, Flooring, and Textile Products was $21.70 million, above the average estimate of $18.90 million [4] Stock Performance - Legget & Platt's shares have returned -8.7% over the past month, compared to a -4.3% change 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]