Core Insights - GoPro reported revenue of $152.64 million for the quarter ended June 2025, marking an 18% year-over-year decline, with an EPS of -$0.08 compared to -$0.24 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $147.56 million by 3.45%, while the EPS fell short of the consensus estimate of -$0.07 by 14.29% [1] Financial Performance - GoPro's shares have increased by 78.5% over the past month, significantly outperforming the Zacks S&P 500 composite, which rose by 2.7% [3] - The company currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Key Metrics - Units shipped for cameras reached 408 thousand, surpassing the average estimate of 399.62 thousand from two analysts [4] - The number of subscribers stood at 2.45 million, matching the average estimate based on two analysts [4] - The average selling price was $374.00, slightly above the two-analyst average estimate of $369.24 [4]

Core Insights - Regal Rexnord reported $1.5 billion in revenue for the quarter ended June 2025, reflecting a year-over-year decline of 3.3% while EPS increased to $2.48 from $2.29 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $1.49 billion by 0.53%, and the EPS surpassed the consensus estimate of $2.42 by 2.48% [1] Revenue Performance - Automation & Motion Control (AMC) revenues were $411.1 million, down 2.6% year-over-year, and below the average estimate of $416.59 million [4] - Industrial Powertrain Solutions (IPS) revenues reached $649.8 million, a decline of 3.8% year-over-year, and also below the average estimate of $656.41 million [4] - Power Efficiency Solutions (PES) revenues were $435.2 million, representing a 5.9% increase year-over-year, exceeding the average estimate of $416.71 million [4] Adjusted EBITDA Performance - Adjusted EBITDA for Industrial Powertrain Solutions (IPS) was $175.1 million, surpassing the average estimate of $170.18 million [4] - Adjusted EBITDA for Automation & Motion Control (AMC) was $80.2 million, below the average estimate of $92.02 million [4] - Adjusted EBITDA for Power Efficiency Solutions (PES) was $74.4 million, exceeding the average estimate of $69.63 million [4] Stock Performance - Regal Rexnord shares returned -1% over the past month, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Vornado reported $441.44 million in revenue for the quarter ended June 2025, reflecting a year-over-year decline of 2% and a surprise of -3.06% compared to the Zacks Consensus Estimate of $455.38 million [1] - The EPS for the same period was $0.56, which is an increase from $0.18 a year ago, resulting in an EPS surprise of +5.66% against the consensus estimate of $0.53 [1] Financial Performance Metrics - Total Property Square Feet in New York was reported at 20,857.00 Ksq ft, slightly below the average estimate of 20,893.00 Ksq ft [4] - Occupancy rates in New York were 85.2%, exceeding the average estimate of 84.3% [4] - New York Retail occupancy was reported at 67.7%, lower than the average estimate of 72.1% [4] - New York Office occupancy was 86.7%, in line with the average estimate of 86.6% [4] - Total revenues from Other sources were $83.27 million, surpassing the average estimate of $79.58 million, marking a year-over-year increase of +0.7% [4] - Total revenues from New York were $358.17 million, below the average estimate of $376.94 million, representing a -2.6% change year-over-year [4] - Management and Leasing Fees generated $2.93 million, significantly lower than the average estimate of $3.74 million, indicating a -56.4% year-over-year decline [4] - Total revenues from Fee and Other Income were $59.19 million, exceeding the average estimate of $54.81 million, reflecting a +4.4% year-over-year change [4] - BMS Cleaning Fees totaled $37.43 million, slightly above the average estimate of $37.11 million, showing a -2.7% change year-over-year [4] - Other income from Fee and Other Income was $18.83 million, surpassing the average estimate of $15.06 million, with a year-over-year increase of +63.8% [4] - Total rental revenues were reported at $382.25 million, below the average estimate of $400.52 million, indicating a -2.9% change year-over-year [4] - Property rentals generated $332.18 million, lower than the average estimate of $351.66 million, reflecting a -3.4% year-over-year change [4]

Core Insights - Brown & Brown (BRO) reported $1.29 billion in revenue for the quarter ended June 2025, a year-over-year increase of 9.1% and an EPS of $1.03 compared to $0.93 a year ago, exceeding Zacks Consensus Estimates [1] - The reported revenue was a surprise of +0.69% over the consensus estimate of $1.28 billion, while the EPS surprise was +4.04% over the consensus estimate of $0.99 [1] Financial Performance Metrics - Total organic growth was 3.6%, below the estimated 5.7% by five analysts [4] - Revenues from commissions and fees were $1.25 billion, slightly below the average estimate of $1.26 billion, representing an 8.2% year-over-year increase [4] - Investment income reached $35 million, significantly above the estimated $18.51 million, marking a 59.1% year-over-year increase [4] - Core commissions and fees totaled $1.2 billion, slightly below the average estimate of $1.22 billion, with a year-over-year change of 7.7% [4] - Profit-sharing contingent commissions were $45 million, exceeding the estimated $41.21 million, reflecting a 25% year-over-year increase [4] - Core commissions and fees from programs were $344 million, below the average estimate of $351.83 million, with a year-over-year change of 4.9% [4] - Core commissions and fees from retail were $687 million, slightly below the estimate of $695.13 million, showing an 8% year-over-year increase [4] - Core commissions and fees from wholesale brokerage were $173 million, above the average estimate of $165.56 million, representing a 12.3% year-over-year increase [4] - Total revenues from other sources were $25 million, significantly above the estimated $9.75 million [4] - Total revenues from wholesale brokerage were $182 million, exceeding the average estimate of $172.12 million [4] - Total revenues from programs were $381 million, slightly below the average estimate of $385.14 million [4] - Total revenues from retail were $697 million, compared to the average estimate of $711.35 million [4] Stock Performance - Shares of Brown & Brown have returned -5.7% over the past month, contrasting with the Zacks S&P 500 composite's +4.9% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Northern Trust Corporation (NTRS) reported $2 billion in revenue for Q2 2025, a year-over-year decline of 26.4%, while EPS increased to $2.13 from $1.78 a year ago, exceeding consensus estimates [1] - The revenue surpassed the Zacks Consensus Estimate of $1.97 billion, resulting in a surprise of +1.19%, and the EPS also showed a surprise of +2.4% against the consensus estimate of $2.08 [1] Financial Performance Metrics - Tier 1 Leverage Ratio was reported at 7.6%, slightly below the estimated 7.8% [4] - Net interest margin (FTE) remained stable at 1.7%, matching the average estimate [4] - Average Balance of Total earning assets was $145.82 billion, exceeding the estimated $139.18 billion [4] - Nonaccrual Loans and Leases amounted to $92.8 million, higher than the average estimate of $59.16 million [4] - Wealth Management Trust, Investment and Other Servicing Fees for Global Family Office reached $104.5 million, a +5.8% change year-over-year, slightly above the estimate of $104.02 million [4] - Total Wealth Management Trust, Investment and Other Servicing Fees were $539.3 million, reflecting a +4.6% year-over-year change, below the estimate of $548.23 million [4] - Asset Servicing Trust, Investment and Other Servicing Fees for Custody and Fund Administration were $469.2 million, a +5.2% change year-over-year, above the estimate of $464.2 million [4] - Total Asset Servicing Trust, Investment and Other Servicing Fees were reported at $691.8 million, a +6.3% year-over-year change, slightly above the estimate of $687.8 million [4] - Securities Lending fees were $20.2 million, a +22.4% year-over-year change, below the estimate of $21.34 million [4] - Other Asset Servicing Trust fees were $45.1 million, a +6.1% change year-over-year, below the estimate of $46.28 million [4] - Investment Management fees were $157.3 million, a +8% year-over-year change, slightly above the estimate of $156 million [4] - Net Interest Income (FTE Adjusted) was $615.2 million, exceeding the average estimate of $580.77 million [4] Stock Performance - Northern Trust shares returned +7.1% over the past month, outperforming the Zacks S&P 500 composite's +5.9% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - CRH reported revenue of $6.76 billion for the quarter ended March 2025, reflecting a year-over-year increase of 3.4% [1] - The earnings per share (EPS) was -$0.12, a decline from -$0.02 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $6.88 billion, resulting in a surprise of -1.86% [1] - The EPS also missed the consensus estimate of -$0.08, leading to a surprise of -50.00% [1] Revenue Breakdown - Revenue from Americas Materials Solutions was $2.24 billion, below the average estimate of $2.36 billion from three analysts [4] - Revenue from International Solutions reached $2.83 billion, exceeding the average estimate of $2.74 billion from three analysts [4] - Revenue from Americas Building Solutions was $1.68 billion, slightly below the average estimate of $1.70 billion from three analysts [4] Stock Performance - CRH shares have returned +21.8% over the past month, significantly outperforming the Zacks S&P 500 composite, which saw a change of +0.4% [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 - Harley-Davidson reported a revenue of $1.08 billion for the quarter ended March 2025, reflecting a decline of 26.8% year-over-year and a surprise of -3.24% compared to the Zacks Consensus Estimate of $1.12 billion [1] - The earnings per share (EPS) was $1.07, down from $1.72 in the same quarter last year, with an EPS surprise of +33.75% against the consensus estimate of $0.80 [1] Financial Performance Metrics - Harley-Davidson's worldwide retail motorcycle sales totaled 31,010 units, falling short of the average estimate of 36,821 units [4] - Total worldwide motorcycle shipments were 38,601, compared to the average estimate of 40,365 [4] - Revenue from motorcycles and related products was $863.86 million, slightly above the average estimate of $861.54 million, but still down 29.3% year-over-year [4] - Revenue from licensing was reported at $3.06 million, significantly below the average estimate of $8.03 million, representing a year-over-year decline of 65.8% [4] - Revenue from Live Wire was $2.74 million, compared to the estimated $6.64 million, marking a 41.7% decrease year-over-year [4] - Apparel revenue was $57.32 million, below the average estimate of $63.92 million [4] - Parts & Accessories revenue was $143.43 million, compared to the average estimate of $163.70 million, reflecting a year-over-year decline of 13.7% [4] - Financial services revenue was $244.96 million, slightly below the average estimate of $249.71 million, with a year-over-year change of -1.5% [4] Stock Performance - Over the past month, Harley-Davidson shares have returned -12.4%, contrasting with the Zacks S&P 500 composite's -0.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]