Core Insights - Zoom Communications reported $1.23 billion in revenue for the quarter ended October 2025, marking a year-over-year increase of 4.4% and an EPS of $1.52 compared to $1.38 a year ago, exceeding the Zacks Consensus Estimate of $1.21 billion by 1.4% [1] - The company delivered an EPS surprise of 6.29%, with the consensus EPS estimate being $1.43 [1] Financial Performance Metrics - Zoom's shares have returned -6.7% over the past month, while the Zacks S&P 500 composite changed by -1.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3] Customer and Revenue Metrics - The number of enterprise customers reached 185,100, slightly below the four-analyst average estimate of 185,888 [4] - Customers generating over $100K in TTM revenue totaled 4,363, exceeding the three-analyst average estimate of 4,341 [4] - Current Remaining Performance Obligation (RPO) stands at $2.41 billion, compared to the $2.44 billion average estimate [4] - Total Remaining Performance Obligations (RPO) are $4.02 billion, surpassing the two-analyst average estimate of $3.96 billion [4] - Non-Current Remaining Performance Obligation (RPO) is $1.61 billion, above the two-analyst average estimate of $1.51 billion [4] - Online revenue reached $488.4 million, exceeding the three-analyst average estimate of $482.58 million [4] - Enterprise revenue was reported at $741.4 million, also above the three-analyst average estimate of $730.97 million [4]

Core Insights - Keysight reported revenue of $1.42 billion for the quarter ended October 2025, reflecting a year-over-year increase of 10.3% and exceeding the Zacks Consensus Estimate of $1.39 billion by 2.07% [1] - Earnings per share (EPS) for the quarter was $1.91, up from $1.65 in the same quarter last year, surpassing the consensus EPS estimate of $1.85 by 3.24% [1] Revenue Breakdown - Communications Solutions Group revenue reached $990 million, exceeding the average estimate of $976.78 million by analysts, marking a 10.7% increase year-over-year [4] - Commercial Communications revenue was reported at $660 million, slightly below the average estimate of $660.85 million, with an 11.7% year-over-year growth [4] - Aerospace, Defense & Government revenue totaled $330 million, surpassing the estimated $315.94 million, representing an 8.9% increase compared to the previous year [4] - Electronic Industrial Solutions Group revenue was $429 million, exceeding the average estimate of $413.51 million, with a year-over-year change of 9.2% [4] Operational Performance - Income from operations for the Electronic Industrial Solutions Group was $109 million, significantly higher than the average estimate of $92.11 million [4] - Income from operations for the Communications Solutions Group was reported at $264 million, slightly above the estimated $256.94 million [4] Stock Performance - Keysight's shares have returned +1.9% over the past month, contrasting with a -1.8% 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]

Core Insights - Woodward reported revenue of $995.26 million for the quarter ended September 2025, reflecting a 16.5% increase year-over-year and surpassing the Zacks Consensus Estimate of $935.8 million by 6.36% [1] - The company's EPS for the quarter was $2.09, up from $1.41 in the same quarter last year, exceeding the consensus EPS estimate of $1.83 by 14.21% [1] Revenue Performance - Industrial segment external net sales reached $334 million, exceeding the average estimate of $303.48 million by analysts, marking a 10.7% increase year-over-year [4] - Aerospace segment external net sales totaled $661 million, surpassing the average estimate of $632.12 million, with a year-over-year increase of 19.6% [4] - Aerospace segment net sales in the Defense aftermarket were $64 million, slightly above the average estimate of $63.43 million, representing an 8.5% year-over-year change [4] - Aerospace segment net sales in the Commercial aftermarket were $242 million, exceeding the average estimate of $213.53 million, with a significant year-over-year increase of 39.1% [4] - Aerospace segment net sales in the Commercial OEM were $194 million, in line with the average estimate of $200.93 million, showing no year-over-year change [4] - Aerospace segment net sales in the Defense OEM reached $160 million, surpassing the average estimate of $155.01 million, reflecting a 27% year-over-year increase [4] Earnings Performance - Aerospace segment earnings were reported at $162 million, exceeding the average estimate of $141.2 million by analysts [4] - Industrial segment earnings were $49 million, surpassing the average estimate of $43.64 million [4] Stock Performance - Woodward's shares have returned -1.2% over the past month, compared to a -1.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Steven Madden (SHOO) reported $667.88 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 6.9%. EPS of $0.43 for the same period compares to $0.91 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $698.91 million, representing a surprise of -4.44%. The company delivered an EPS surprise of -2.27%, with the consensus EPS estimate being $0.44.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...

Core Insights - Carlyle Group reported a revenue of $782.5 million for the quarter ended September 2025, reflecting a 12.6% decrease year-over-year and a surprise of -7.78% compared to the Zacks Consensus Estimate of $848.51 million [1] - The earnings per share (EPS) for the quarter was $0.98, slightly up from $0.95 in the same quarter last year, aligning with the consensus EPS estimate [1] Financial Performance Metrics - Total Assets Under Management (AUM) for Global Private Equity at the end of the period was $163.45 billion, below the estimated $165.82 billion [4] - Total AUM at the end of the period was $474.06 billion, compared to the estimated $478.66 billion [4] - Fee-earning AUM for Global Private Equity was reported at $101.15 billion, slightly above the average estimate of $100.83 billion [4] - Revenues from Global Private Equity totaled $346.5 million, significantly lower than the estimated $455.09 million, marking a year-over-year decline of 36.7% [4] - Fee-related performance revenues were $47.5 million, exceeding the average estimate of $42.33 million, with a year-over-year increase of 30.9% [4] - Fund management fees generated segment revenues of $573.9 million, slightly above the estimated $569.26 million, reflecting a year-over-year increase of 9% [4] - Realized performance revenues were reported at $61.7 million, well below the average estimate of $170.13 million, indicating a year-over-year decline of 77.6% [4] - Realized principal investment income was $49.5 million, surpassing the average estimate of $37.99 million, with a substantial year-over-year increase of 444% [4] - Total segment fee revenues were $653.7 million, closely matching the estimated $653.72 million, with a year-over-year increase of 10.8% [4] - Global Private Equity fund management fees were $295 million, slightly below the average estimate of $293.65 million, reflecting a year-over-year decrease of 1.2% [4] - Total fee revenues for Global Private Equity were $301.5 million, marginally above the average estimate of $301.17 million, with a year-over-year decline of 1% [4] Stock Performance - Carlyle's shares have returned -11.2% over the past month, contrasting with the Zacks S&P 500 composite's -0.2% 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 - Exxon Mobil reported $85.29 billion in revenue for Q3 2025, a year-over-year decline of 5.3% and below the Zacks Consensus Estimate of $86.77 billion, resulting in a surprise of -1.7% [1] - The company's EPS for the quarter was $1.88, slightly down from $1.92 a year ago, but exceeded the consensus estimate of $1.81, delivering a surprise of +3.87% [1] Financial Performance Metrics - Oil-equivalent production per day was 4,769.00 KBOE/D, surpassing the five-analyst average estimate of 4,745.03 KBOE/D [4] - Natural gas production available for sale per day in Europe was 265.00 Mcf/D, below the four-analyst average estimate of 319.85 Mcf/D [4] - Natural gas production available for sale per day in Africa was 118.00 Mcf/D, slightly below the four-analyst average estimate of 120.37 Mcf/D [4] - Natural gas production available for sale per day in Asia was 3,157.00 Mcf/D, compared to the four-analyst average estimate of 3,383.33 Mcf/D [4] - Upstream revenues in the United States were $7.19 billion, exceeding the two-analyst average estimate of $6.62 billion [4] - Upstream revenues from Non-U.S. operations were $3.25 billion, above the two-analyst average estimate of $2.95 billion [4] - Chemical Products revenues from Non-U.S. operations were $3.84 billion, slightly above the two-analyst average estimate of $3.77 billion [4] - Energy Products revenues from Non-U.S. operations were $37.07 billion, slightly below the two-analyst average estimate of $37.43 billion [4] - Other income was reported at $696 million, below the three-analyst average estimate of $740.01 million, representing a year-over-year change of -6.3% [4] - Total sales and other operating revenue was $83.33 billion, exceeding the three-analyst average estimate of $82.39 billion, with a year-over-year change of -5.1% [4] - Income from equity affiliates was $1.27 billion, above the two-analyst average estimate of $1.11 billion, but represented a -14.5% change compared to the year-ago quarter [4] - Energy Products sales and other operating revenue were $62.71 billion, slightly above the two-analyst average estimate of $62.49 billion [4] Stock Performance - Exxon shares returned +1.4% over the past month, while the Zacks S&P 500 composite experienced a -0.2% 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 - Yelp reported revenue of $376.04 million for the quarter ended September 2025, reflecting a 4.4% increase year-over-year and a surprise of +2.29% over the Zacks Consensus Estimate of $367.61 million [1] - The earnings per share (EPS) for the quarter was $0.61, up from $0.56 in the same quarter last year, resulting in an EPS surprise of +29.79% compared to the consensus estimate of $0.47 [1] Financial Performance Metrics - The number of Paying Advertising Locations was 512 thousand, matching the three-analyst average estimate [4] - For Restaurants, Retail & Other, the Paying Advertising Locations totaled 254 thousand, slightly above the average estimate of 252 thousand [4] - In the Services category, Paying Advertising Locations were 258 thousand, slightly below the average estimate of 260 thousand [4] - Net revenue from Advertising reached $357.35 million, exceeding the average estimate of $350.93 million, representing a year-over-year increase of +3.8% [4] - Advertising revenue from Services was $243.81 million, surpassing the average estimate of $239.92 million, with a year-over-year growth of +6.9% [4] - Advertising revenue from Restaurants, Retail & Other was $113.55 million, slightly above the average estimate of $110.99 million, but showed a year-over-year decline of -2.5% [4] Stock Performance - Over the past month, Yelp's shares have returned +1.6%, outperforming the Zacks S&P 500 composite's +1.3% change [3] - Yelp currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Cogent Communications reported revenue of $241.95 million for Q3 2025, a year-over-year decline of 5.9% [1] - The company’s EPS for the same period was -$0.87, an improvement from -$1.33 a year ago [1] - Revenue fell short of the Zacks Consensus Estimate of $245.64 million, resulting in a surprise of -1.5% [1] - The EPS exceeded expectations with a surprise of +24.35%, compared to the consensus estimate of -$1.15 [1] Performance Metrics - Cogent's stock has returned -10.1% over the past month, while the Zacks S&P 500 composite increased by +1.3% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance against the broader market [3] Customer Connections - On-net customer connections totaled 87,767, slightly below the average estimate of 88,481 [4] - Non-core customer connections were 3,244, exceeding the average estimate of 2,903 [4] - Wavelength customer connections were 1,750, below the average estimate of 1,836 [4] - Total customer connections reached 118,279, slightly below the average estimate of 118,677 [4] - Off-net customer connections were 25,518, also below the average estimate of 26,113 [4] Revenue Breakdown - Corporate revenue was $105.2 million, below the average estimate of $108.48 million, representing a -9.5% change year-over-year [4] - Enterprise revenue was $36.46 million, below the average estimate of $39.48 million, reflecting a -25.7% change year-over-year [4] - Net-centric revenue was $100.29 million, exceeding the average estimate of $97.69 million, with a year-over-year change of +9.2% [4] - Wavelength revenue was $10.18 million, below the average estimate of $11.48 million, showing a significant year-over-year increase of +92.5% [4] - Non-core service revenue was $1.39 million, below the average estimate of $2.26 million, representing a -66.4% change year-over-year [4] - On-net service revenue was $135.27 million, slightly above the average estimate of $130.24 million, with a year-over-year change of -0.9% [4] - Off-net service revenue was $95.11 million, below the average estimate of $101.61 million, reflecting a year-over-year change of -14.5% [4]

Core Insights - Parker-Hannifin reported $5.08 billion in revenue for the quarter ended September 2025, marking a year-over-year increase of 3.7% and an EPS of $7.22 compared to $6.20 a year ago, exceeding Zacks Consensus Estimates [1] Financial Performance - Revenue surprise of +2.93% over the Zacks Consensus Estimate of $4.94 billion [1] - EPS surprise of +8.25% compared to the consensus estimate of $6.67 [1] Segment Performance - Aerospace Systems reported a year-over-year change of +13.3%, outperforming the three-analyst average estimate of 8.1% [3] - Diversified Industrial - North America showed a year-over-year change of -2.7%, better than the -6% average estimate [3] - Diversified Industrial - International reported a year-over-year change of +3.2%, exceeding the three-analyst average estimate of 2.1% [3] Net Sales Analysis - Aerospace Systems net sales were $1.64 billion, surpassing the $1.57 billion average estimate and reflecting a +13.3% year-over-year change [3] - Diversified Industrial - International net sales reached $1.4 billion, slightly above the $1.39 billion estimate, with a +3.2% year-over-year change [3] - Diversified Industrial - North America net sales were $2.04 billion, compared to the estimated $1.97 billion, showing a -2.7% year-over-year change [3] Operating Income - Adjusted Segment operating income for Diversified Industrial - North America was $552 million, exceeding the estimated $505.54 million [3]

Core Insights - Lincoln Electric Holdings (LECO) reported revenue of $1.06 billion for the quarter ended September 2025, marking a year-over-year increase of 7.9% and an EPS of $2.47 compared to $2.14 a year ago, exceeding Zacks Consensus Estimates [1] Financial Performance - The revenue of $1.06 billion surpassed the Zacks Consensus Estimate of $1.04 billion by +1.91% [1] - The EPS of $2.47 also exceeded the consensus estimate of $2.39, resulting in a surprise of +3.35% [1] - The Harris Products Group net sales reached $149.8 million, exceeding the four-analyst average estimate of $140.54 million, with a year-over-year change of +14.8% [4] - Total sales for the Harris Products Group were $153.25 million, above the average estimate of $143.98 million, reflecting a year-over-year change of +14.7% [4] - International Welding total sales were $229.46 million, slightly above the average estimate of $229.27 million, with a year-over-year change of +2.6% [4] - Americas Welding total sales reached $721.85 million, surpassing the average estimate of $706.38 million, indicating a year-over-year change of +8.1% [4] Segment Performance - Net sales for Americas Welding were $691.79 million, exceeding the average estimate of $671.09 million, with a year-over-year change of +8.6% [4] - Inter-segment sales for International Welding were $9.83 million, above the average estimate of $7.69 million, representing a year-over-year change of +33.4% [4] - Adjusted EBIT for Americas Welding was $131.62 million, slightly below the five-analyst average estimate of $132.17 million [4] - Adjusted EBIT for International Welding was $25.82 million, exceeding the five-analyst average estimate of $25.27 million [4] Stock Performance - Lincoln Electric shares returned +1.1% over the past month, compared to the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]