Core Insights - Levi Strauss reported revenue of $1.54 billion for the quarter ended August 2025, reflecting a year-over-year increase of 1.8% and surpassing the Zacks Consensus Estimate of $1.5 billion by 2.86% [1] - The company's EPS was $0.34, up from $0.33 in the same quarter last year, exceeding the consensus EPS estimate of $0.31 by 9.68% [1] Revenue Performance - Geographic Revenues in the Americas reached $806.4 million, exceeding the estimated $793.94 million, marking a 6.5% increase year-over-year [4] - European revenues were reported at $426.3 million, slightly above the estimated $424.63 million, representing a 4.9% increase compared to the previous year [4] - Revenues from Other Brands (Beyond Yoga) were $33 million, below the average estimate of $33.65 million, showing a significant decline of 68.8% year-over-year [4] - Asian revenues totaled $277.7 million, surpassing the estimated $248 million, with a year-over-year increase of 12.4% [4] - Total Levi's Brands Net Revenues were reported at $1.51 billion, exceeding the average estimate of $1.47 billion [4] Stock Performance - Levi Strauss shares have returned +13.6% over the past month, outperforming the Zacks S&P 500 composite's +4% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Financial Performance - Deere reported $10.36 billion in revenue for the quarter ended July 2025, reflecting a year-over-year decline of 9.1% [1] - The earnings per share (EPS) for the same period was $4.75, down from $6.29 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $10.26 billion by 0.97%, while the EPS surprised by 2.81% against the consensus estimate of $4.62 [1] Segment Performance - Equipment Operations net sales were $10.36 billion, surpassing the six-analyst average estimate of $10.18 billion, but still down 9.1% year-over-year [4] - Construction & Forestry net sales reached $3.06 billion, slightly below the $3.11 billion average estimate, marking a 5.4% decline year-over-year [4] - Agriculture and Turf net sales totaled $7.3 billion, exceeding the $7.07 billion average estimate, but down 10.5% year-over-year [4] - Small Ag & Turf net sales were $3.03 billion, outperforming the five-analyst average estimate of $2.78 billion, with a minor decline of 0.9% year-over-year [4] - Production & Precision Ag net sales were $4.27 billion, slightly below the $4.28 billion average estimate, reflecting a significant 16.2% year-over-year decline [4] Financial Services - Financial services revenues amounted to $1.42 billion, below the $1.51 billion estimate, representing a 4.8% decline year-over-year [4] - Total financial services revenue was $1.54 billion, compared to the $1.62 billion estimate, indicating a 7.4% year-over-year decrease [4] - Finance and Interest Income from financial services was $1.43 billion, below the $1.49 billion estimate, down 6.8% year-over-year [4] Stock Performance - Shares of Deere have returned +1.1% over the past month, compared to the Zacks S&P 500 composite's +3.5% 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 - Ormat Technologies reported revenue of $234.02 million for the quarter ended June 2025, reflecting a year-over-year increase of 9.9% and exceeding the Zacks Consensus Estimate of $220.79 million by 5.99% [1] - The company's EPS for the quarter was $0.48, up from $0.40 in the same quarter last year, representing an EPS surprise of 29.73% against the consensus estimate of $0.37 [1] Revenue Breakdown - Product revenue reached $59.61 million, significantly higher than the estimated $44.34 million, marking a year-over-year increase of 57.7% [4] - Energy storage revenue was reported at $14.49 million, surpassing the average estimate of $12.48 million, with a year-over-year growth of 62.9% [4] - Electricity revenue was $159.91 million, slightly below the average estimate of $164.54 million, indicating a year-over-year decline of 3.8% [4] Profitability Metrics - Gross profit from product sales was $16.49 million, exceeding the average estimate of $8.97 million [4] - Gross profit from energy storage was $1.73 million, which fell short of the average estimate of $2.31 million [4] - Gross profit from electricity was reported at $38.68 million, significantly lower than the average estimate of $54.17 million [4] Stock Performance - Over the past month, Ormat Technologies' shares have returned -1.4%, contrasting with the Zacks S&P 500 composite's increase of 0.5% [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 - Humana reported $32.39 billion in revenue for the quarter ended June 2025, a year-over-year increase of 10.2% [1] - The EPS for the same period was $6.27, down from $6.96 a year ago, with a surprise of -0.79% compared to the consensus estimate of $6.32 [1] Financial Performance - The reported revenue exceeded the Zacks Consensus Estimate of $31.78 billion by 1.93% [1] - The Benefits Expense Ratio was 89.7%, slightly above the average estimate of 89.5% [4] - Medical Membership in Medicare Supplement reached 444.1 thousand, surpassing the estimate of 419.63 thousand [4] - Total Medicare Medical Membership was 8.23 million, slightly above the average estimate of 8.19 million [4] - Premium revenues were $30.72 billion, exceeding the estimate of $30.23 billion, representing a 9.2% increase year-over-year [4] - Investment income was reported at $272 million, a decrease of 8.7% year-over-year [4] - Services revenue was $1.4 billion, exceeding the estimate of $1.31 billion, reflecting a 27.3% year-over-year increase [4] - Revenue from the CenterWell segment was $5.54 billion, above the estimate of $5.21 billion, with an 11.9% year-over-year change [4] - Total Intersegment Revenues showed a change of +6.9% year-over-year, reported at -$4.34 billion compared to the estimate of -$4.18 billion [4] Stock Performance - Humana's shares have returned -7.9% over the past month, contrasting with the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - ViaSat (VSAT) reported $1.15 billion in revenue for the quarter ended March 2025, reflecting a year-over-year decline of 0.3% and an EPS of -$0.02 compared to -$0.72 a year ago, indicating a significant improvement in earnings despite the revenue decline [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.13 billion by 1.18%, while the EPS fell short of the consensus estimate of $0.03 by 166.67% [1] Revenue Breakdown - Product revenues reached $349.71 million, surpassing the average estimate of $326.36 million by 3.5% year-over-year [4] - Service revenues totaled $797.37 million, slightly below the estimated $809.34 million, marking a year-over-year decline of 1.8% [4] - Defense and Advanced Technologies revenue was $322.12 million, exceeding the average estimate of $310.21 million [4] - Communication Services revenue amounted to $824.97 million, slightly above the estimated $819.27 million [4] Performance Metrics - ViaSat's shares have returned +28.6% over the past month, outperforming the Zacks S&P 500 composite's +13.1% 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 - Fidelis Insurance Holdings (FIHL) reported revenue of $652.5 million for Q1 2025, reflecting a year-over-year increase of 25.5% [1] - The company's EPS was -$0.41, a decline from $0.74 in the same quarter last year, with an EPS surprise of +4.65% against the consensus estimate of -$0.43 [1] - The revenue fell short of the Zacks Consensus Estimate by -0.55% [1] Financial Metrics - The combined ratio for Fidelis Insurance was reported at 115.6%, better than the estimated 116.9% [4] - The loss ratio was 71.2%, slightly worse than the estimated 70.2% [4] - Net premiums earned were $603 million, closely matching the average estimate of $603.48 million, with a year-over-year increase of 23.6% [4] - Net investment income was reported at $49.5 million, below the estimated $52.61 million, but showed a year-over-year increase of 20.7% [4] Stock Performance - Over the past month, shares of Fidelis Insurance have returned +6.3%, compared to a +9.9% 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 [3]

Core Insights - Cisco Systems reported revenue of $14.15 billion for the quarter ended April 2025, reflecting an 11.4% increase year-over-year and a surprise of +0.65% over the Zacks Consensus Estimate of $14.06 billion [1] - The earnings per share (EPS) was $0.96, up from $0.88 in the same quarter last year, with a surprise of +5.49% compared to the consensus estimate of $0.91 [1] Revenue Breakdown - Product revenue reached $10.37 billion, exceeding the six-analyst average estimate of $10.08 billion, marking a year-over-year increase of +15% [4] - Service revenue was reported at $3.78 billion, slightly below the $3.82 billion average estimate, with a year-over-year change of +2.6% [4] - Security product revenue was $2.01 billion, lower than the estimated $2.21 billion, but showed a significant year-over-year increase of +54.4% [4] - Observability product revenue was $261 million, compared to the average estimate of $276.09 million [4] - Networking product revenue was $7.07 billion, surpassing the estimated $6.76 billion, with a year-over-year increase of +8.4% [4] - Collaboration product revenue was $1.03 billion, exceeding the five-analyst average estimate of $1 billion, representing a year-over-year change of +4.5% [4] Gross Margin Performance - Non-GAAP gross margin for services was $2.69 billion, slightly below the estimated $2.72 billion [4] - Non-GAAP gross margin for products was $7.01 billion, exceeding the estimated $6.66 billion [4] Stock Performance - Cisco shares have returned +8% over the past month, compared to the Zacks S&P 500 composite's +9.9% 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]