Core Insights - Walt Disney reported revenue of $22.46 billion for the quarter ended September 2025, a decrease of 0.5% year-over-year, with EPS at $1.11 compared to $1.14 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $22.86 billion, resulting in a surprise of -1.72%, while the EPS exceeded expectations by +7.77% against a consensus estimate of $1.03 [1] Financial Performance Metrics - Disney's stock has returned +4.4% over the past month, slightly underperforming the Zacks S&P 500 composite's +4.6% change, and currently holds a Zacks Rank 3 (Hold) [3] - Hulu's paid subscribers reached 64.1 million, surpassing the average estimate of 60.51 million, with the SVOD-only subscribers at 59.7 million, exceeding the estimate of 56 million [4] - Average monthly revenue per paid subscriber for Hulu - SVOD Only was $12.20, above the estimated $10.90 [4] Revenue Breakdown - Sports revenue was reported at $3.98 billion, slightly above the estimate of $3.97 billion, reflecting a year-over-year increase of +1.7% [4] - Entertainment revenue was $10.21 billion, below the average estimate of $10.58 billion, indicating a year-over-year decline of -5.7% [4] - Direct-to-Consumer revenue in the Entertainment segment was $6.25 billion, slightly below the estimate of $6.3 billion, but showed an increase of +8% year-over-year [4] - Linear Networks revenue was $2.06 billion, below the estimate of $2.17 billion, representing a year-over-year decline of -16.4% [4]

Core Insights - Pan American Silver reported revenue of $854.6 million for the quarter ended September 2025, reflecting a 19.3% increase year-over-year, although it fell short of the Zacks Consensus Estimate of $867.76 million by 1.52% [1] - The company's earnings per share (EPS) was $0.48, up from $0.32 in the same quarter last year, but also missed the consensus estimate of $0.49 by 2.04% [1] Financial Performance - Revenue increased by 19.3% year-over-year to $854.6 million [1] - EPS rose to $0.48 from $0.32 year-over-year [1] - Revenue was below the Zacks Consensus Estimate of $867.76 million, resulting in a surprise of -1.52% [1] - EPS also missed the consensus estimate of $0.49, with a surprise of -2.04% [1] Production Metrics - Gold production was 183.50 Koz, slightly below the average estimate of 184.11 Koz [4] - Silver production totaled 5,462.00 Koz, which was below the average estimate of 5,842.57 Koz [4] - La Colorada Operation produced 1.10 Koz of gold, exceeding the average estimate of 0.82 Koz [4] - La Colorada Operation produced 1,505.00 Koz of silver, surpassing the average estimate of 1,461.62 Koz [4] - Huaron Operation produced 755.00 Koz of silver, below the average estimate of 818.47 Koz [4] - San Vicente Operation produced 765.00 Koz of silver, above the average estimate of 721.21 Koz [4] - Dolores Operation produced 220.00 Koz of silver, slightly above the average estimate of 208.49 Koz [4] - Dolores Operation produced 8.10 Koz of gold, exceeding the average estimate of 6.22 Koz [4] - Shahuindo Operation produced 36.30 Koz of gold, above the average estimate of 34.09 Koz [4] - Timmins Operation produced 24.70 Koz of gold, below the average estimate of 26.77 Koz [4] Price Realization - Average realized price per ounce of silver was $39.08, slightly below the average estimate of $39.11 [4] - Average realized price per ounce of gold was $3,479.00, exceeding the average estimate of $3,448.99 [4] Stock Performance - Pan American Silver's shares returned -4.9% over the past month, contrasting with the Zacks S&P 500 composite's +4.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - GoDaddy reported revenue of $1.27 billion for the quarter ended September 2025, reflecting a 10.3% increase year-over-year [1] - Earnings per share (EPS) for the quarter was $1.51, up from $1.32 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.23 billion, resulting in a surprise of +2.79% [1] - EPS also surpassed expectations with a surprise of +0.67%, compared to the consensus estimate of $1.50 [1] Key Metrics - Total bookings reached $1.35 billion, slightly above the average estimate of $1.33 billion from seven analysts [4] - The total number of customers at the end of the period was 20.41 million, which was below the average estimate of 20.59 million based on five analysts [4] - Revenue from Applications & Commerce was $481 million, compared to the average estimate of $483.99 million, marking a year-over-year increase of +13.7% [4] - Revenue from the Core Platform was $784.3 million, exceeding the estimated $747.15 million, representing an +8.3% change year-over-year [4] - Segment EBITDA for the Core Platform was $258.5 million, surpassing the average estimate of $247.98 million [4] - Segment EBITDA for Applications & Commerce was $219.9 million, slightly below the average estimate of $224.99 million [4] Stock Performance - GoDaddy's shares have returned -4.2% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change [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 - Entegris reported revenue of $807.1 million for the quarter ended September 2025, a slight decrease of 0.1% year-over-year, with EPS at $0.72 compared to $0.77 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $804.74 million by 0.29%, while the EPS met the consensus estimate [1] Financial Performance - Net sales for Materials Solutions (MS) were $348.6 million, slightly below the average estimate of $361.78 million, reflecting a year-over-year increase of 0.6% [4] - Net sales for Advanced Purity Solutions (APS) reached $460.8 million, surpassing the average estimate of $447.4 million [4] - Adjusted segment profit for Materials Solutions (MS) was $65.9 million, lower than the estimated $77.59 million [4] - Adjusted segment profit for Advanced Purity Solutions (APS) was $119.2 million, exceeding the estimated $111.07 million [4] Market Performance - Entegris shares returned +0.6% over the past month, compared to a +3.6% 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 - Extra Space Storage (EXR) reported revenue of $858.46 million for Q3 2025, a year-over-year increase of 4.1% [1] - The earnings per share (EPS) for the same period was $2.08, compared to $0.91 a year ago, with an EPS surprise of +0.97% [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $864.8 million, resulting in a surprise of -0.73% [1] Financial Performance Metrics - Same-store square foot occupancy was reported at 93.7%, below the average estimate of 94.4% [4] - Property rental revenues reached $735.58 million, exceeding the estimated $732.32 million, reflecting a year-over-year increase of +3.5% [4] - Tenant reinsurance revenues were $90.34 million, surpassing the average estimate of $87.99 million, with a year-over-year change of +7.5% [4] - Management fees and other income totaled $32.54 million, above the estimated $31.59 million, marking an +8.9% change year-over-year [4] - Same-store rental revenues were reported at $673.98 million, significantly higher than the estimated $475.94 million, representing a +58.9% year-over-year increase [4] - Net income per common share (diluted) was $0.78, below the average estimate of $1.18 [4] - Equity in earnings and dividend income from unconsolidated real estate entities was $15.67 million, slightly below the estimated $16.45 million [4] Stock Performance - Over the past month, shares of Extra Space Storage have returned +4.2%, outperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - RenaissanceRe reported revenue of $2.87 billion for the quarter ended September 2025, reflecting a 4.5% decline year-over-year and a surprise of -3.67% compared to the Zacks Consensus Estimate of $2.98 billion [1] - The company's EPS was $15.62, significantly higher than the $10.23 reported in the same quarter last year, resulting in an EPS surprise of +64.59% against the consensus estimate of $9.49 [1] Financial Performance Metrics - Underwriting Expense Ratio for Casualty and Specialty was reported at 33.8%, slightly above the average estimate of 33.5% [4] - Underwriting Expense Ratio for Property was 29.7%, compared to the estimated 25.5% [4] - Combined Ratio for Property was reported at 15.5%, significantly lower than the estimated 80.9% [4] - Net Claims and Claim Expense Ratio for Casualty and Specialty was 67.6%, slightly above the estimate of 66.8% [4] - Overall Combined Ratio was 68.4%, well below the estimated 92.3% [4] - Combined Ratio for Casualty and Specialty was 101.4%, slightly above the estimate of 100.3% [4] Premiums and Investment Income - Net premiums earned in Casualty and Specialty were $1.5 billion, matching the average estimate but showing a year-over-year decline of 5.8% [4] - Net investment income was reported at $438.35 million, exceeding the average estimate of $419.87 million, with a year-over-year increase of 3.4% [4] - Net premiums earned in Property were $936.93 million, below the average estimate of $1.06 billion, also reflecting a year-over-year decline of 5.8% [4] - Revenues from equity in earnings (losses) of other ventures were $12.55 million, significantly higher than the average estimate of $7.37 million, marking a year-over-year increase of 119.5% [4] - Total net premiums earned were $2.43 billion, below the average estimate of $2.56 billion, with a year-over-year decline of 5.8% [4] Stock Performance - RenaissanceRe shares have returned -3.2% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change [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 - Custom Truck One Source, Inc. (CTOS) reported revenue of $482.06 million for the quarter ended September 2025, reflecting a year-over-year increase of 7.8% [1] - The earnings per share (EPS) was -$0.03, an improvement from -$0.07 in the same quarter last year [1] - The reported revenue fell short of the Zacks Consensus Estimate of $486.77 million, resulting in a surprise of -0.97% [1] - The company did not deliver an EPS surprise, with the consensus EPS estimate also being -$0.03 [1] Revenue Breakdown - Equipment sales revenue was $320.58 million, below the average estimate of $335.62 million from two analysts [4] - Parts sales and services revenue reached $34.33 million, slightly below the estimated $35.09 million [4] - Equipment Rental Solutions (ERS) generated revenue of $169.11 million, exceeding the average estimate of $166.5 million [4] - Truck and Equipment Sales (TES) revenue was $275.42 million, lower than the average estimate of $285.89 million [4] - Rental revenue amounted to $127.14 million, surpassing the average estimate of $120.14 million [4] - ERS rental revenue was $123.95 million, exceeding the estimated $116.78 million [4] - ERS equipment sales revenue was $45.16 million, below the average estimate of $49.72 million [4] - Aftermarket Parts and Services (APS) rental revenue was $3.2 million, slightly below the average estimate of $3.37 million [4] - APS parts and services revenue was $34.33 million, compared to the average estimate of $35.09 million [4] - Total APS revenue was $37.53 million, below the average estimate of $38.46 million [4] Profitability Metrics - Gross profit from Equipment Rental Solutions (ERS) was $50.27 million, exceeding the average estimate of $46.19 million [4] - Gross profit from Aftermarket Parts and Services (APS) was $9.1 million, slightly above the average estimate of $8.83 million [4] Stock Performance - Shares of Custom Truck One Source have returned +7% over the past month, outperforming the Zacks S&P 500 composite's +2.5% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]

Financial Performance - Bath & Body Works reported revenue of $1.55 billion for the quarter ended July 2025, reflecting a 1.5% increase year-over-year [1] - Earnings per share (EPS) remained stable at $0.37, consistent with the same quarter last year [1] - The revenue reported was a slight miss of -0.29% compared to the Zacks Consensus Estimate of $1.55 billion, and there was no EPS surprise as it matched the consensus estimate [1] Key Metrics - The stock of Bath & Body Works has returned +5% over the past month, outperforming the Zacks S&P 500 composite, which saw a +1.5% change [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] Store Operations - Total company-operated stores reached 1,904, slightly below the average estimate of 1,909 from four analysts [4] - In the U.S., there were 1,791 stores, compared to the average estimate of 1,797 from two analysts [4] - In Canada, the total number of stores was 113, matching the average estimate from two analysts [4] Geographic Net Sales - Geographic net sales for U.S. and Canada amounted to $1.2 billion, exceeding the average estimate of $1.17 billion and representing a year-over-year increase of +4.9% [4] - International geographic net sales were reported at $86 million, slightly above the estimated $84.84 million, but this reflects a -3.4% change year-over-year [4] - Direct sales in the U.S. and Canada were $267 million, falling short of the average estimate of $295.55 million, marking a -10.1% decline year-over-year [4]

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]