Core Insights - NetApp reported revenue of $1.71 billion for the quarter ended October 2025, reflecting a year-over-year increase of 2.8% and exceeding the Zacks Consensus Estimate of $1.69 billion by 1.09% [1] - Earnings per share (EPS) for the quarter was $2.05, up from $1.87 in the same quarter last year, representing an EPS surprise of 8.47% compared to the consensus estimate of $1.89 [1] Financial Performance Metrics - Gross margin for products was reported at 59.5%, surpassing the average estimate of 56.5% from eight analysts [4] - Gross margin for services was 83.8%, slightly above the estimated 83.3% from seven analysts [4] - Year-over-year revenue change for products was 3%, compared to the estimated 0.6% [4] - Total revenue change was 3%, exceeding the six-analyst average estimate of 2% [4] Geographic Revenue Breakdown - Revenue from the United States, Canada, and Latin America was $863 million, closely aligning with the average estimate of $862.89 million, showing a year-over-year change of 0.1% [4] - Revenue from Asia Pacific reached $270 million, slightly below the average estimate of $274.62 million, with a year-over-year increase of 6.7% [4] - Revenue from Europe, the Middle East, and Africa was $572 million, exceeding the average estimate of $551.06 million, reflecting a year-over-year change of 5.3% [4] Segment Revenue Performance - Net revenues from services amounted to $917 million, compared to the average estimate of $916.66 million, marking a 3% year-over-year increase [4] - Net revenues from products were $788 million, surpassing the average estimate of $769.67 million, with a year-over-year change of 2.6% [4] - Public Cloud revenues were $171 million, slightly below the estimated $174.8 million, representing a year-over-year increase of 1.8% [4] - Hybrid Cloud revenues reached $1.53 billion, exceeding the average estimate of $1.52 billion, with a year-over-year change of 3% [4] - Support revenues were $647 million, slightly above the average estimate of $645.23 million, reflecting a year-over-year change of 1.9% [4] Stock Performance - NetApp's shares have returned -7% over the past month, compared to a -1.2% 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]

Dell Technologies (DELL) reported $27.01 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 10.8%. EPS of $2.59 for the same period compares to $2.15 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $27.27 billion, representing a surprise of -0.98%. The company delivered an EPS surprise of +4.44%, with the consensus EPS estimate being $2.48.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...

For the quarter ended September 2025, Flowco Holdings Inc. (FLOC) reported revenue of $176.94 million, representing no change compared to the same period last year. EPS came in at $0.59, compared to $0 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $190.18 million, representing a surprise of -6.96%. The company delivered an EPS surprise of +84.37%, with the consensus EPS estimate being $0.32.While investors scrutinize revenue and earnings changes year-over-year and ...

Williams-Sonoma (WSM) reported $1.88 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 4.6%. EPS of $1.96 for the same period compares to $1.96 a year ago.The reported revenue represents a surprise of +1.52% over the Zacks Consensus Estimate of $1.85 billion. With the consensus EPS estimate being $1.87, the EPS surprise was +4.81%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Str ...

Core Insights - The Monarch Cement Company (MCEM) has experienced a decline in stock performance, with shares down 3.2% since the third-quarter 2025 results, underperforming the S&P 500's 1.9% decrease during the same period [1] - Year-over-year revenue and earnings have contracted due to weaker demand in Ready-Mixed Concrete operations, with third-quarter net sales falling to $73 million from $80 million [2] - Net income decreased to $25.1 million from $26.4 million, and earnings per share (EPS) fell to $6.44 from $7.21, attributed to lower gross margins and operating income [3] Segment Performance - The Cement business saw a sales increase of $2.8 million, supported by a 1.7% volume growth and favorable pricing, while the Ready-Mixed Concrete business experienced a $9.8 million sales decline due to a 36.6% drop in cubic yards sold [4] - Gross margin pressures persisted, with the consolidated third-quarter gross profit rate slipping to 38.5% from 40.6%, and cement margins narrowing significantly to 49.4% from 57.4% [5] Liquidity and Cash Flow - The company maintains a solid liquidity position, with working capital at $148.9 million as of September 30, 2025, up from $141.2 million at year-end 2024 [6] - Operating cash flow for the nine months declined to $39.5 million from $46.6 million, while capital expenditures reached $25.6 million through September 30, with plans for $40.1 million in full-year capital spending [7] External Factors - Weather-related impacts have constrained construction activity and demand for cement and ready-mix concrete, particularly due to high rainfall during the 2025 construction season [8] - The transfer of certain ready-mix entities to RMCMO Holdings, LLC in December 2024 has affected revenue comparability, with Monarch now reporting its 49% share of RMCMO's earnings separately as equity income [9] Investment Performance - Unrealized gains on equity investments rose to $9.9 million in the third quarter, up from $5.3 million a year earlier, helping to mitigate weaker operating performance [10] - Management reaffirmed its 2025 capital expenditure plan and indicated stable long-term commitments regarding pension and postretirement spending [11] Strategic Developments - The joint venture transaction with RMCMO Holdings, LLC, completed in late 2024, remains the most recent major strategic development, with no significant updates reported [12]

Core Insights - Lionsgate Studios Corp. reported a revenue of $475.1 million for the quarter ended September 2025, reflecting a significant decline of 42.3% year-over-year [1] - The company's EPS was -$0.20, an improvement from -$0.31 in the same quarter last year, but still below the consensus estimate of -$0.14, resulting in an EPS surprise of -42.86% [1] - The reported revenue fell short of the Zacks Consensus Estimate of $601.37 million, indicating a revenue surprise of -21% [1] Revenue Breakdown - Television Production revenue was $198.7 million, significantly lower than the estimated $274.38 million, marking a year-over-year decline of 52.3% [4] - Motion Picture revenue stood at $276.4 million, below the average estimate of $299.92 million, with a year-over-year decrease of 32.1% [4] - Segment Profit for Motion Picture was reported at $30.5 million, exceeding the average estimate of $20.14 million [4] - Segment Profit for Television Production was $12.5 million, which was below the average estimate of $24.42 million [4] Market Performance - Over the past month, shares of Lionsgate Studios Corp. have returned +9.2%, outperforming the Zacks S&P 500 composite's +1.3% change [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 - Main Street Capital reported revenue of $139.83 million for the quarter ended September 2025, reflecting a year-over-year increase of 2.2% [1] - The company's EPS for the same period was $0.97, down from $1.00 a year ago, indicating a decline in earnings [1] - The reported revenue fell short of the Zacks Consensus Estimate of $140.68 million, resulting in a surprise of -0.61% [1] - The EPS also missed the consensus estimate of $1.04, leading to an EPS surprise of -6.73% [1] Investment Income Breakdown - Investment income from control investments was $60.03 million, exceeding the average estimate of $57.25 million by two analysts, and showing a year-over-year increase of 19.7% [4] - Investment income from non-control/non-affiliate investments was reported at $57.4 million, slightly above the average estimate of $56.98 million, but down 12.8% year-over-year [4] - Investment income from affiliate investments was $22.41 million, below the average estimate of $24.73 million, but up 7.3% compared to the previous year [4] Stock Performance - Over the past month, shares of Main Street Capital have returned -5.5%, contrasting with the Zacks S&P 500 composite's increase of +1.3% [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 - Universal Display Corp. reported a revenue of $139.61 million for the quarter ended September 2025, which is a decrease of 13.6% compared to the same period last year [1] - The earnings per share (EPS) for the quarter was $0.92, down from $1.40 in the year-ago quarter, reflecting a significant decline [1] - The reported revenue fell short of the Zacks Consensus Estimate of $162.51 million, resulting in a revenue surprise of -14.09% [1] - The company also experienced an EPS surprise of -22.69%, with the consensus EPS estimate being $1.19 [1] Revenue Breakdown - Material sales generated $82.63 million, which is below the average estimate of $88.01 million from three analysts, representing a year-over-year decline of 1% [4] - Revenue from contract research services was $3.66 million, significantly lower than the estimated $7 million, but showed a year-over-year increase of 1.5% [4] - Royalty and license fees amounted to $53.32 million, falling short of the average estimate of $67.55 million, marking a substantial year-over-year decrease of 28.5% [4] Stock Performance - Over the past month, shares of Universal Display have returned +1.3%, matching the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance against the broader market in the near term [3]

Core Insights - Immunocore Holdings PLC reported a revenue of $103.69 million for the quarter ended September 2025, reflecting a year-over-year increase of 29.2% [1] - The earnings per share (EPS) was reported at $0, a decrease from $0.17 in the same quarter last year, with a significant EPS surprise of +100% compared to the consensus estimate of -$0.30 [1] Revenue Performance - The revenue from the United States was $67.3 million, surpassing the average estimate of $66.05 million, marking a year-over-year increase of 17.5% [4] - International revenue reached $2.87 million, significantly exceeding the average estimate of $0.98 million, with a year-over-year growth of 52.3% [4] - Revenue from Europe was reported at $33.53 million, slightly below the average estimate of $35.38 million, but still showing a substantial year-over-year increase of 58.9% [4] Stock Performance - Over the past month, Immunocore's shares have declined by 9.4%, while the Zacks S&P 500 composite has increased by 1.3% [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 - MetLife reported revenue of $17.9 billion for Q3 2025, a 1.6% increase year-over-year, but fell short of the Zacks Consensus Estimate of $18.84 billion by 5.01% [1] - Earnings per share (EPS) for the quarter was $2.34, up from $1.93 in the same quarter last year, exceeding the consensus estimate of $2.33 by 0.43% [1] Revenue Performance - Adjusted Revenue from Asia for universal life and investment-type product policy fees was $407 million, below the estimated $431.68 million, reflecting a year-over-year decline of 3.1% [4] - Adjusted Revenue from Corporate & Other premiums was $11 million, significantly higher than the estimated $6 million, showing a year-over-year increase of 283.3% [4] - Adjusted Revenue from Latin America showed a loss of $2 million in Other Revenues, compared to an estimated $7.53 million, marking a 122.2% decline year-over-year [4] - Adjusted Revenue from Latin America for net investment income was $414 million, below the estimated $442.9 million, representing a 4.8% decrease year-over-year [4] - Revenue from premiums was $10.56 billion, lower than the estimated $11.41 billion, indicating a 0.9% decline year-over-year [4] - Revenue from Other Revenues was $724 million, exceeding the estimated $653.32 million, reflecting an 11.7% increase year-over-year [4] - Revenue from universal life and investment-type product policy fees was $1.25 billion, slightly below the estimated $1.31 billion, showing a year-over-year increase of 1.6% [4] - Revenue from net investment income was $6.09 billion, surpassing the estimated $5.47 billion, with a year-over-year increase of 16.5% [4] Segment Performance - Adjusted Revenue from Retirement & Income Solutions for premiums was $1.05 billion, significantly lower than the estimated $1.77 billion, reflecting a year-over-year decline of 28% [4] - Adjusted Revenue from Retirement & Income Solutions for universal life and investment-type product policy fees was $80 million, below the estimated $94.27 million, showing a year-over-year increase of 19.4% [4] - Adjusted Revenue from Retirement & Income Solutions for net investment income was $2.17 billion, slightly below the estimated $2.23 billion, with a year-over-year increase of 1.6% [4] - Adjusted Revenue from Retirement & Income Solutions for Other Revenues was $61 million, below the estimated $74.48 million, indicating no change year-over-year [4] Stock Performance - MetLife's shares have returned -4% over the past month, while the Zacks S&P 500 composite has increased by 1% [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]