CarMax (KMX) reported $6.59 billion in revenue for the quarter ended August 2025, representing a year-over-year decline of 6%. EPS of $0.64 for the same period compares to $0.85 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $7.05 billion, representing a surprise of -6.52%. The company delivered an EPS surprise of -37.86%, with the consensus EPS estimate being $1.03.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expec ...

Core Insights - Sea Limited reported revenue of $5.36 billion for the quarter ended June 2025, reflecting a year-over-year increase of 37.2% and a surprise of +4.67% over the Zacks Consensus Estimate of $5.12 billion [1] - The company's EPS was $0.85, up from $0.46 in the same quarter last year, although it fell short of the consensus estimate of $0.99 by -14.14% [1] Financial Performance Metrics - Gross GMV for E-commerce reached $29.8 million, exceeding the average estimate of $28.6 million [4] - Quarterly active users totaled 665, slightly above the average estimate of 664 [4] - Gross Orders in E-commerce were 3.3 billion, surpassing the average estimate of 3.03 billion [4] - Bookings for Digital Entertainment amounted to $661.3 million, compared to the estimated $635.72 million [4] - Quarterly paying users were 62, exceeding the average estimate of 60 [4] - Revenue from Digital Entertainment was $559.12 million, above the average estimate of $520.42 million [4] - Revenue from E-Commerce reached $3.77 billion, compared to the average estimate of $3.62 billion, marking a +33.7% year-over-year change [4] - Revenue from Digital Financial Services was $882.81 million, exceeding the average estimate of $799.75 million, with a +70% year-over-year increase [4] - Revenue from Other Services was $46.48 million, surpassing the average estimate of $36.66 million, reflecting a +51.4% year-over-year change [4] - Adjusted EBITDA for Digital Entertainment was $368.19 million, slightly above the average estimate of $357.85 million [4] - Adjusted EBITDA for E-commerce was $227.69 million, below the average estimate of $248.63 million [4] - Unallocated expenses showed an adjusted EBITDA of -$8.14 million, better than the average estimate of -$20.22 million [4] Stock Performance - Sea Limited's shares have returned -3.2% over the past month, contrasting with the Zacks S&P 500 composite's +2% change [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 - Martin Marietta reported revenue of $1.81 billion for the quarter ended June 2025, reflecting a 2.7% increase year-over-year, while EPS rose to $5.43 from $5.26 in the previous year [1] - The revenue fell short of the Zacks Consensus Estimate of $1.82 billion, resulting in a surprise of -0.33%, whereas the EPS exceeded expectations by 2.07% [1] Financial Performance Metrics - Average unit sales price for Aggregates was $23.21 per ton, slightly below the estimated $23.24 per ton [4] - Total shipments for Aggregates were 52,700 KTon, compared to the average estimate of 52,885.09 KTon [4] - Cement shipments totaled 500 KTon, below the estimated 513.84 KTon [4] - Asphalt shipments were 2,300 KTon, compared to the estimate of 2,533.60 KTon [4] - Ready mixed concrete shipments were 1,200 KCuYd, below the estimate of 1,266.20 KCuYd [4] Revenue Breakdown - Total revenues for Building Materials - Cement and ready mixed concrete were $245 million, below the average estimate of $278.59 million, representing a year-over-year decline of 6.1% [4] - Total revenues for Building Materials - Asphalt and paving were $228 million, compared to the estimated $254.59 million, reflecting a 6.9% year-over-year decline [4] - Total revenues for Magnesia Specialties were $90 million, exceeding the estimate of $83.52 million, with an 11.1% year-over-year increase [4] - Total revenues for Building Materials - Aggregates were $1.32 billion, slightly below the estimate of $1.33 billion, with a year-over-year increase of 6.3% [4] - Total revenues for Total Building Materials were $1.72 billion, below the average estimate of $1.81 billion, representing a year-over-year increase of 2.3% [4] - Interproduct sales for Building Materials were reported at -$72 million, compared to the estimate of -$70.32 million, showing a year-over-year change of +10.8% [4] Profitability Metrics - Gross profit for Building Materials - Aggregates was $430 million, slightly below the average estimate of $439.34 million [4]

Core Insights - Curtiss-Wright reported revenue of $876.58 million for the quarter ended June 2025, marking an 11.7% year-over-year increase and a surprise of +3.07% over the Zacks Consensus Estimate of $850.49 million [1] - The EPS for the same period was $3.23, compared to $2.67 a year ago, with an EPS surprise of +3.19% against the consensus estimate of $3.13 [1] Financial Performance Metrics - Adjusted Sales in Aerospace & Industrial were $239.14 million, slightly below the average estimate of $242.08 million, reflecting a year-over-year change of +2.5% [4] - Adjusted Sales in Naval & Power reached $384.43 million, exceeding the average estimate of $355.61 million, with a year-over-year change of +19% [4] - Adjusted Sales in Defense Electronics were $253.01 million, surpassing the average estimate of $248.33 million, showing a year-over-year change of +10.8% [4] Operating Income Analysis - Adjusted Operating Income for Naval & Power was $63.55 million, above the average estimate of $58.51 million [4] - Adjusted Operating Income for Defense Electronics was $67.85 million, exceeding the average estimate of $63.64 million [4] - Adjusted Operating Income for Aerospace & Industrial was $39.59 million, slightly below the average estimate of $40.41 million [4] Stock Performance - Shares of Curtiss-Wright have returned +6.3% over the past month, outperforming the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Group 1 - TKO Group Holdings reported revenue of $1.31 billion for the quarter ended June 2025, representing a 53.7% increase year-over-year [1] - The company's EPS for the quarter was $1.17, up from $0.72 in the same quarter last year [1] - TKO's revenue exceeded the Zacks Consensus Estimate of $1.2 billion by 8.78%, while the EPS fell short of the consensus estimate of $1.23 by 4.88% [1] Group 2 - TKO Group's stock has returned -5.5% over the past month, underperforming the Zacks S&P 500 composite, which increased by 0.5% [3] - The company currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3] Group 3 - UFC's net revenue was reported at $415.9 million, slightly above the average estimate of $406.7 million [4] - WWE's net revenue reached $556.2 million, surpassing the average estimate of $496.26 million [4] - UFC's media rights, production, and content revenue was $260.5 million, compared to the average estimate of $257.97 million [4]

Core Insights - Leidos reported $4.25 billion in revenue for Q2 2025, a year-over-year increase of 2.9%, with an EPS of $3.21 compared to $2.63 a year ago, resulting in a surprise of +0.52% over the Zacks Consensus Estimate [1] - The EPS surprise was +22.05% compared to the consensus estimate of $2.63 [1] Revenue Breakdown - Health & Civil revenues were $1.27 billion, slightly below the average estimate of $1.28 billion, reflecting a year-over-year change of +0.7% [4] - National Security and Digital revenues reached $1.87 billion, exceeding the average estimate of $1.86 billion, with a year-over-year increase of +3.3% [4] - Commercial & International revenues were $566 million, below the average estimate of $584.26 million, showing a year-over-year change of +0.9% [4] - Defense Systems revenues amounted to $543 million, surpassing the average estimate of $514.06 million, with a year-over-year increase of +9.7% [4] Operating Income Analysis - Defense Systems operating income was $41 million, exceeding the average estimate of $33.31 million [4] - Non-GAAP operating income for Defense Systems was $53 million, compared to the average estimate of $45.61 million [4] - National Security & Digital operating income was $188 million, closely matching the average estimate of $188.13 million [4] - Non-GAAP operating income for Health & Civil was $317 million, significantly above the average estimate of $270.25 million [4] - Non-GAAP operating income for National Security and Digital was $195 million, exceeding the average estimate of $185.47 million [4] - Non-GAAP operating income for Commercial & International was $48 million, slightly above the average estimate of $47.82 million [4] - Health & Civil operating income was $311 million, above the average estimate of $289.99 million [4] - Commercial & International operating income was $40 million, exceeding the average estimate of $34.83 million [4] Stock Performance - Leidos shares have returned -2.1% over the past month, while the Zacks S&P 500 composite has changed by +1% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance in the near term [3]

Core Insights - Henry Schein reported $3.24 billion in revenue for the quarter ended June 2025, a year-over-year increase of 3.3% [1] - The EPS for the same period was $1.10, down from $1.23 a year ago, indicating a decline in earnings [1] - The reported revenue exceeded the Zacks Consensus Estimate of $3.22 billion by 0.6%, while the EPS fell short of the consensus estimate of $1.18 by 6.78% [1] Revenue Breakdown - International Distribution and Value-Added Services - Dental generated $843 million, surpassing the average estimate of $812.72 million, reflecting a 6% year-over-year increase [4] - International Distribution and Value-Added Services - Medical reported $28 million, slightly above the average estimate of $26.36 million, with no year-over-year change [4] - U.S. Distribution and Value-Added Services totaled $1.86 billion, matching analyst estimates but showing an 11.4% decline compared to the previous year [4] - U.S. Distribution and Value-Added Services - Dental Merchandise recorded $602 million, exceeding the average estimate of $595.03 million, but down 29.1% year-over-year [4] - Global Specialty Products net sales were $386 million, slightly above the estimate of $382.44 million [4] - Global Technology net sales were $167 million, compared to the estimate of $161.25 million, reflecting a 22% year-over-year decline [4] - Global Distribution and Value-Added Services net sales reached $2.73 billion, exceeding the estimate of $2.71 billion, but down 6.5% year-over-year [4] - Global Distribution and Value-Added Services - Global Dental reported $1.72 billion, surpassing the estimate of $1.67 billion, with a 10.9% year-over-year decline [4] - Global Distribution and Value-Added Services - Global Medical generated $1.02 billion, slightly below the estimate of $1.03 billion, with a 1.8% year-over-year increase [4] - International Distribution and Value-Added Services totaled $871 million, exceeding the estimate of $839.08 million [4] - Global Distribution and Value-Added Services - Global Dental - Global Equipment reported $439 million, above the estimate of $424.06 million, with a minor 0.2% year-over-year decline [4] Stock Performance - Henry Schein's shares have returned -4.7% over the past month, contrasting with the Zacks S&P 500 composite's +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 - Yum China Holdings reported revenue of $2.79 billion for the quarter ended June 2025, reflecting a 4% increase year-over-year and surpassing the Zacks Consensus Estimate of $2.78 billion by 0.15% [1] - The company's EPS for the quarter was $0.58, up from $0.55 in the same quarter last year, exceeding the consensus EPS estimate of $0.57 by 1.75% [1] Financial Performance Metrics - Total number of restaurants was 16,978, slightly below the average estimate of 17,076 [4] - KFC restaurants totaled 12,238, compared to the average estimate of 12,279 [4] - Other restaurant categories included 876 locations versus an estimated 932, and Pizza Hut had 3,864 locations, close to the estimated 3,865 [4] - Company sales revenue was $2.61 billion, matching the average estimate and showing a 3.4% year-over-year increase [4] - Revenue from transactions with franchisees was $115 million, exceeding the estimated $106.13 million, marking a significant 19.8% increase year-over-year [4] - Franchise fees and income reached $24 million, below the average estimate of $26.62 million, but still reflecting a 9.1% year-over-year increase [4] - Pizza Hut revenue was $554 million, slightly below the estimated $556.99 million, with a year-over-year increase of 2.6% [4] - KFC revenue was reported at $2.1 billion, surpassing the estimated $2.09 billion, indicating a 4.1% year-over-year growth [4] - Other revenues from Pizza Hut were $6 million, below the estimated $6.38 million, showing a decline of 14.3% year-over-year [4] - Revenue from Pizza Hut franchisee transactions was $1 million, below the estimated $1.57 million, with no year-over-year change [4] Stock Performance - Yum China's shares have returned -2.3% 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), suggesting potential for outperformance in the near term [3]

Core Insights - Carpenter Technology reported revenue of $755.6 million for the quarter ended June 2025, a decrease of 5.4% year-over-year, with an EPS of $2.21 compared to $1.82 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $770.22 million, resulting in a surprise of -1.9%, while the EPS exceeded the consensus estimate of $2.03 by +8.87% [1] Financial Performance Metrics - Specialty Alloys Operations sold 46.87 million pounds, slightly below the estimated 47.04 million pounds [4] - Total volumes sold were 48.75 million pounds, close to the average estimate of 48.8 million pounds [4] - Net Sales in the End-Use Market excluding surcharge revenue totaled $623.7 million, down -1.9% year-over-year, compared to the average estimate of $629.98 million [4] - Surcharge revenue was reported at $131.9 million, a significant decrease of -19% compared to the year-ago quarter, and below the estimated $139.64 million [4] - Operating Income for Specialty Alloys Operations was $167 million, exceeding the average estimate of $163.52 million [4] Stock Performance - Carpenter's shares returned +3.1% over the past month, outperforming the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - American Electric Power (AEP) reported a revenue of $5.09 billion for the quarter ended June 2025, marking an 11.1% year-over-year increase and exceeding the Zacks Consensus Estimate of $4.94 billion by 2.92% [1] - The earnings per share (EPS) for the same period was $1.43, up from $1.25 a year ago, representing an EPS surprise of 11.72% against the consensus estimate of $1.28 [1] Financial Performance Metrics - Total Energy Sales for Vertically Integrated Utilities reached 25,276 GWh, slightly below the two-analyst average estimate of 25,341.73 GWh [4] - Total Energy Sales for Transmission & Distribution Utilities was 25,025 GWh, exceeding the average estimate of 24,608.63 GWh [4] - Total Energy Sales for Wholesale Electric - Transmission & Distribution Utilities was 464 GWh, significantly higher than the estimated 251.75 GWh [4] - Total Energy Sales for Retail Electric - Transmission & Distribution Utilities totaled 24,561 GWh, surpassing the average estimate of 24,356.88 GWh [4] - Operating Earnings (non-GAAP) for Vertically Integrated Utilities were $296.7 million, above the average estimate of $284.81 million [4] - Operating Earnings (non-GAAP) for Transmission & Distribution Utilities was $224.1 million, slightly below the average estimate of $225.77 million [4] - Operating Earnings (non-GAAP) for Generation & Marketing reached $91.7 million, significantly higher than the average estimate of $40.57 million [4] - Operating Earnings (GAAP) for Vertically Integrated Utilities were $432.7 million, well above the average estimate of $259.08 million [4] Stock Performance - AEP shares have returned +4.6% over the past month, outperforming the Zacks S&P 500 composite's +3.4% 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]