Core Insights - PepsiCo reported revenue of $23.94 billion for the quarter ended September 2025, reflecting a year-over-year increase of 2.7% and a surprise of +0.25% over the Zacks Consensus Estimate of $23.88 billion [1] - The earnings per share (EPS) for the quarter was $2.29, slightly down from $2.31 in the same quarter last year, with an EPS surprise of +0.88% compared to the consensus estimate of $2.27 [1] Revenue Performance by Segment - International Beverages Franchise (IB Franchise) net revenue was $1.29 billion, below the average estimate of $1.33 billion from four analysts [4] - EMEA (Europe, Middle East and Africa) net revenue matched the average estimate at $5.02 billion [4] - PepsiCo Beverages North America (PBNA) reported net revenue of $7.33 billion, exceeding the estimate of $7.24 billion, representing a +2.1% change year-over-year [4] - PepsiCo Foods North America (PFNA) net revenue was $6.53 billion, aligning with the average estimate, showing a significant year-over-year increase of +907.1% [4] - Latin America Foods net revenue was $2.66 billion, slightly above the average estimate of $2.62 billion, but reflecting a year-over-year decline of -8.9% [4] - Asia Pacific Foods net revenue reached $1.12 billion, surpassing the average estimate of $1.09 billion [4] Core Operating Profit Analysis - Core Operating Profit for PFNA was $1.57 billion, matching the average estimate [4] - Core Operating Profit for PBNA was $975 million, exceeding the average estimate of $955.24 million [4] - Core Operating Profit for IB Franchise was $511 million, above the average estimate of $496.64 million [4] - Corporate unallocated Core Operating Profit was reported at -$406 million, worse than the average estimate of -$312.67 million [4] - Core Operating Profit for Latin America Foods was $523 million, slightly above the average estimate of $513.84 million [4] - Core Operating Profit for Asia Pacific Foods was $156 million, exceeding the average estimate of $125 million [4] Stock Performance - Over the past month, PepsiCo shares have returned -2.7%, contrasting with a +4% 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]

Group 1 - Semtech reported revenue of $257.6 million for the quarter ended July 2025, reflecting a year-over-year increase of 19.6% [1] - The earnings per share (EPS) for the quarter was $0.41, significantly up from $0.11 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $256.04 million by 0.61%, while the EPS also surpassed the consensus estimate of $0.40 by 2.5% [1] Group 2 - Key metrics indicate that Semtech's stock has returned -3.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of 2.7% [3] - Semtech currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Group 3 - Net Sales for the IoT Systems and Connectivity segment were reported at $88.8 million, slightly below the average estimate of $90.42 million [4] - The Signal Integrity segment achieved net sales of $76.8 million, which is a 29.2% increase compared to the year-ago quarter, but also fell short of the average estimate of $77.92 million [4] - The Analog Mixed Signal and Wireless segment reported net sales of $92 million, exceeding the two-analyst average estimate of $87.68 million [4]

Core Insights - Light & Wonder reported revenue of $809 million for the quarter ended June 2025, a decrease of 1.1% year-over-year, with EPS at $1.58 compared to $1.42 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $859.95 million, resulting in a surprise of -5.93%, while the EPS exceeded expectations by 9.72% [1] Financial Performance Metrics - SciPlay revenue was $200 million, below the average estimate of $211.85 million, reflecting a year-over-year decline of 2.4% [4] - Gaming revenue was reported at $528 million, compared to the estimated $576.53 million, marking a 2% decrease year-over-year [4] - iGaming revenue reached $81 million, slightly above the average estimate of $80.63 million, showing a year-over-year increase of 9.5% [4] - AEBITDA for Gaming was $280 million, lower than the estimated $294.04 million [4] - AEBITDA for Corporate and other segments was reported at -$30 million, better than the average estimate of -$37.84 million [4] - AEBITDA for iGaming was $28 million, slightly above the average estimate of $27.9 million [4] - AEBITDA for SciPlay was $74 million, exceeding the average estimate of $72.71 million [4] Stock Performance - Light & Wonder's shares have returned -11.6% over the past month, contrasting with the Zacks S&P 500 composite's increase of 0.5% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Core Insights - Cullen/Frost Bankers (CFR) reported revenue of $567.83 million for the quarter ended June 2025, marking a year-over-year increase of 7.4% and exceeding the Zacks Consensus Estimate of $557.33 million by 1.88% [1] - The company's EPS for the same period was $2.39, up from $2.21 a year ago, and also surpassed the consensus EPS estimate of $2.28 by 4.82% [1] Financial Performance Metrics - Net loan charge-offs to average loans stood at 0.2%, matching the average estimate from four analysts [4] - Total earning assets averaged $47.66 billion, slightly below the four-analyst average estimate of $47.95 billion [4] - Net Interest Margin (FTE) was reported at 3.7%, aligning with the four-analyst average estimate [4] - Book value per common share at the end of the quarter was $63.04, slightly above the three-analyst average estimate of $62.96 [4] - Total Non-Performing Loans/Non-accrual loans were $62.39 million, significantly lower than the average estimate of $88.68 million from two analysts [4] - Total Non-Interest Income reached $117.27 million, exceeding the four-analyst average estimate of $116.73 million [4] - Net Interest Income (FTE) was reported at $450.56 million, above the four-analyst average estimate of $440.6 million [4] - Other charges, commissions, and fees totaled $13.97 million, surpassing the average estimate of $13.26 million from three analysts [4] - Insurance commissions and fees were $13.88 million, below the average estimate of $16.16 million from three analysts [4] - Trust and investment management fees amounted to $43.67 million, exceeding the average estimate of $41.43 million from three analysts [4] - Net Interest Income was reported at $429.6 million, above the three-analyst average estimate of $419.42 million [4] - Service charges on deposit accounts were $29.15 million, compared to the average estimate of $28.01 million from three analysts [4] Stock Performance - Shares of Cullen/Frost have returned -0.3% over the past month, while the Zacks S&P 500 composite has increased by 2.7% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - NexPoint Residential Trust Inc. reported a revenue of $63.15 million for the quarter ended June 2025, which is a decrease of 1.7% compared to the same period last year [1] - The earnings per share (EPS) for the quarter was $0.80, a significant increase from $0.40 in the year-ago quarter [1] - The reported revenue fell short of the Zacks Consensus Estimate of $63.43 million, resulting in a surprise of -0.45% [1] - The company experienced an EPS surprise of -1.23%, with the consensus EPS estimate being $0.81 [1] Revenue Breakdown - Rental income was reported at $61.23 million, slightly below the estimated $61.7 million, reflecting a year-over-year decline of 1.9% [4] - Other income amounted to $1.92 million, exceeding the average estimate of $1.83 million, marking a year-over-year increase of 3.5% [4] Stock Performance - Over the past month, shares of NexPoint Residential Trust Inc. have returned -0.9%, contrasting with the Zacks S&P 500 composite's increase of +3.6% [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 - 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 - Bandwidth (BAND) reported revenue of $180.01 million for the quarter ended June 2025, reflecting a year-over-year increase of 3.7% [1] - The earnings per share (EPS) for the quarter was $0.38, up from $0.29 in the same quarter last year, indicating a significant improvement [1] - The reported revenue exceeded the Zacks Consensus Estimate of $178.68 million by 0.75%, while the EPS surpassed the consensus estimate of $0.32 by 18.75% [1] Financial Performance Metrics - The net retention rate for Bandwidth was reported at 112%, slightly below the average estimate of 115% from three analysts [4] - Revenue from messaging surcharges was $44.2 million, exceeding the average estimate of $42.43 million from four analysts [4] - Revenue from cloud communications was $135.9 million, which was slightly below the average estimate of $136.25 million from four analysts [4] Stock Performance - Over the past month, Bandwidth's shares have returned +2%, compared to a +3.6% change in the Zacks S&P 500 composite [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 - 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]