Core Insights - Fidelis Insurance Holdings (FIHL) reported revenue of $582.6 million for the quarter ended June 2025, reflecting a year-over-year increase of 6.5% [1] - The company's EPS was $0.12, a significant decrease from $0.54 in the same quarter last year [1] - Revenue fell short of the Zacks Consensus Estimate of $645.23 million, resulting in a surprise of -9.71% [1] - The EPS exceeded expectations with a surprise of +200%, as the consensus estimate was -$0.12 [1] Financial Metrics - The combined ratio for Fidelis Insurance was reported at 103.7%, better than the average estimate of 108.9% from two analysts [4] - The loss ratio stood at 55.1%, compared to the estimated 61.8% by two analysts [4] - Net premiums earned were $538 million, which is lower than the average estimate of $597.55 million but represents a year-over-year increase of 7.4% [4] - Net investment income was reported at $44.6 million, below the average estimate of $47.68 million, indicating a year-over-year decrease of 3% [4] Stock Performance - Shares of Fidelis Insurance have returned +7.9% over the past month, outperforming the Zacks S&P 500 composite's +3.1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Cava Group (CAVA) reported $280.62 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 20.2%. EPS of $0.16 for the same period compares to $0.17 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $286.56 million, representing a surprise of -2.07%. The company delivered an EPS surprise of +23.08%, with the consensus EPS estimate being $0.13.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall S ...

Financial Performance - Black Stone Minerals (BSM) reported revenue of $159.49 million for the quarter ended June 2025, marking a year-over-year increase of 45.5% [1] - The earnings per share (EPS) for the same period was $0.53, compared to $0.29 a year ago, indicating significant growth [1] - The reported revenue exceeded the Zacks Consensus Estimate of $106 million by 50.47%, while the EPS surpassed the consensus estimate of $0.30 by 76.67% [1] Production Metrics - The company produced 34.6 million barrels of oil equivalent per day, which was below the average estimate of 38.21 million barrels by three analysts [4] - Oil and condensate production reached 863,000 barrels, exceeding the average estimate of 774,440 barrels based on two analysts [4] - Natural gas production was reported at 13,710 million cubic feet, which fell short of the average estimate of 15,919.15 million cubic feet [4] - Total production equivalents were 3,148,000 barrels of oil equivalent, compared to the average estimate of 3,428,050 barrels [4] Revenue Breakdown - Revenue from lease bonuses and other income was $4.71 million, surpassing the average estimate of $3.49 million, but reflecting a year-over-year decrease of 1.6% [4] - Revenue from oil and condensate sales was $55.81 million, exceeding the average estimate of $50.66 million, but showing a year-over-year decline of 24.5% [4] - Revenue from natural gas and natural gas liquids sales was $46.19 million, which was below the average estimate of $55.94 million, yet represented a year-over-year increase of 26.6% [4] Stock Performance - Over the past month, shares of Black Stone Minerals have returned -4.6%, contrasting with the Zacks S&P 500 composite's increase of +0.6% [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 - ICF International (ICFI) reported a revenue of $476.16 million for the quarter ended June 2025, marking a year-over-year decline of 7% and an EPS of $1.66 compared to $1.69 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $478.29 million, resulting in a surprise of -0.45%, while the EPS exceeded the consensus estimate of $1.63 by 1.84% [1] Revenue Breakdown - Revenue from the US Federal government was $204.68 million, slightly above the average estimate of $202.35 million from two analysts [4] - Revenue from US State & Local government was $85.65 million, below the average estimate of $91.4 million from two analysts [4] - Revenue from the Commercial sector was $156.57 million, exceeding the average estimate of $139.96 million from two analysts [4] - Total revenue from Government clients was $319.59 million, compared to the estimated $328.6 million from two analysts [4] - Revenue from International government clients was $29.26 million, below the average estimate of $34.85 million from two analysts [4] Stock Performance - ICF shares have returned -5.1% over the past month, contrasting with the Zacks S&P 500 composite's +2.3% 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]

Core Insights - Cinemark Holdings reported revenue of $940.5 million for the quarter ended June 2025, reflecting a year-over-year increase of 28.1% [1] - The earnings per share (EPS) for the quarter was $0.63, up from $0.32 in the same quarter last year, but below the consensus estimate of $0.78, resulting in an EPS surprise of -19.23% [1] Financial Performance Metrics - The average ticket price in the U.S. Operating Segment was $10.39, exceeding the analyst estimate of $10.13, while the International Operating Segment's average ticket price was $3.99, above the $3.79 estimate [4] - Concession revenues per patron in the U.S. Operating Segment were $8.34, slightly above the $8.29 estimate [4] - Attendance in the International Operating Segment was 21 million, below the average estimate of 24.95 million [4] - Revenue from U.S. Operating Segment Admissions was $383.4 million, slightly below the estimate of $385.42 million, but represented a year-over-year increase of 33.4% [4] - Revenue from International Operating Segment Admissions was $83.7 million, below the estimated $90.91 million, but showed a year-over-year increase of 6.8% [4] - U.S. Operating Segment Concession revenue was $307.6 million, below the estimate of $312.29 million, with a year-over-year increase of 32.9% [4] - International Operating Segment Concession revenue was $70.1 million, below the estimate of $72.65 million, reflecting a year-over-year increase of 14% [4] - Revenue from U.S. Operating Segment Other was $68.3 million, exceeding the estimate of $64.34 million, with a year-over-year increase of 28.4% [4] - Total revenue from Admissions was $467.1 million, slightly below the estimate of $472.97 million, with a year-over-year increase of 27.7% [4] - Total revenue from Other was $95.7 million, above the estimate of $90.45 million, with a year-over-year increase of 26.8% [4] - Total revenue from Concession was $377.7 million, below the estimate of $382.7 million, with a year-over-year increase of 29% [4] Stock Performance - Cinemark's shares have returned -12.5% over the past month, contrasting with the Zacks S&P 500 composite's increase of 2.3% [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 Viewpoint - WillScot (WSC) reported a revenue decline of 2.6% year-over-year for the quarter ended June 2025, with earnings per share (EPS) also decreasing significantly compared to the previous year [1] Financial Performance - Revenue for the quarter was $589.08 million, slightly above the Zacks Consensus Estimate of $586.85 million, resulting in a surprise of +0.38% [1] - EPS was reported at $0.27, down from $0.39 in the same quarter last year, reflecting a surprise of -25% against the consensus estimate of $0.36 [1] Revenue Breakdown - Leasing revenue was $442.92 million, below the two-analyst average estimate of $452.05 million, marking a year-over-year decline of -3.4% [4] - Delivery and installation revenue reached $108.45 million, exceeding the average estimate of $98.69 million, with a slight year-over-year increase of +0.3% [4] - Total leasing and services revenue was $551.37 million, slightly above the average estimate of $550.74 million [4] - Sales revenue from rental units was $16.1 million, surpassing the average estimate of $15.82 million, but down -2.3% year-over-year [4] - Sales revenue from new units was $21.62 million, below the average estimate of $23.18 million, with a year-over-year increase of +1.1% [4] Stock Performance - WillScot's shares have returned +4.2% over the past month, outperforming the Zacks S&P 500 composite's +2.7% 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 - Sun Communities reported a revenue of $623.5 million for the quarter ended June 2025, reflecting a decrease of 27.8% year-over-year, while EPS was $1.76 compared to $0.42 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $618.9 million by 0.74%, and the EPS also surpassed the consensus estimate of $1.67 by 5.39% [1] Revenue Breakdown - Real property revenues (excluding transient) were $368.8 million, exceeding the average estimate of $350.97 million, but down 20.2% year-over-year [4] - Real property revenues (transient) reached $81.4 million, above the average estimate of $76.22 million, with an 8.6% decline compared to the previous year [4] - Brokerage commissions and other net revenues were $14.6 million, surpassing the average estimate of $10.5 million, marking a year-over-year increase of 30.4% [4] - Service, retail, dining, and entertainment revenues totaled $54.8 million, exceeding the average estimate of $43.69 million, but showing a significant decline of 70.9% year-over-year [4] - Interest revenues were $16.5 million, below the average estimate of $19.31 million, yet reflecting a substantial increase of 211.3% year-over-year [4] - Home sales revenues amounted to $100.1 million, exceeding the average estimate of $94.33 million, with a 6.9% decline compared to the year-ago quarter [4] Stock Performance - Over the past month, shares of Sun Communities have returned -6.3%, contrasting with the Zacks S&P 500 composite's increase of 3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Ezcorp reported revenue of $310.98 million for the quarter ended June 2025, reflecting a year-over-year increase of 10.5% and a surprise of +2% over the Zacks Consensus Estimate of $304.89 million [1] - The company's EPS for the quarter was $0.33, compared to $0.23 in the same quarter last year, resulting in an EPS surprise of +43.48% against the consensus estimate of $0.23 [1] Revenue Breakdown - Merchandise sales reached $168.62 million, exceeding the average estimate of $167.53 million, representing a year-over-year change of +6.6% [4] - Pawn service charges totaled $115.34 million, slightly below the average estimate of $117.04 million, with a year-over-year increase of +7% [4] - Jewelry scrapping sales significantly increased to $26.97 million, surpassing the average estimate of $20.31 million, marking a substantial year-over-year change of +75.2% [4] Stock Performance - Over the past month, Ezcorp's shares have returned -4.7%, contrasting with the Zacks S&P 500 composite's +3.4% 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 - Workday reported revenue of $2.24 billion for the quarter ended April 2025, reflecting a year-over-year increase of 12.6% and a surprise of +1.10% over the Zacks Consensus Estimate of $2.22 billion [1] - Earnings per share (EPS) for the quarter was $2.23, compared to $1.74 in the same quarter last year, resulting in an EPS surprise of +12.06% against the consensus estimate of $1.99 [1] Financial Performance Metrics - Subscription revenue backlog stood at $24.62 billion, slightly below the estimated $25.32 billion by analysts [4] - Subscription services revenue reached $2.06 billion, exceeding the average estimate of $2.05 billion, marking a year-over-year increase of +13.4% [4] - Professional services revenue was reported at $181 million, surpassing the average estimate of $165.09 million, with a year-over-year change of +3.4% [4] Stock Performance - Workday's shares have returned +19.4% over the past month, outperforming the Zacks S&P 500 composite's +13.4% 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]

Group 1 - Mitek Systems reported $51.93 million in revenue for the quarter ended March 2025, a year-over-year increase of 10.6% [1] - The EPS for the same period was $0.36, compared to $0.24 a year ago, representing a surprise of +38.46% over the consensus estimate of $0.26 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $47.85 million by +8.52% [1] Group 2 - Revenue from software and hardware was $26.70 million, surpassing the average estimate of $23.60 million by three analysts, reflecting a +7.3% change year-over-year [4] - Revenue from services and other was $25.23 million, exceeding the average estimate of $24.18 million, with a +14.3% change compared to the previous year [4] - Non-GAAP gross profit for services and other was $18.88 million, above the average estimate of $17.77 million, while for software and hardware, it was $26.68 million compared to the average estimate of $23.36 million [4] Group 3 - Mitek Systems' shares returned +6% over the past month, while the Zacks S&P 500 composite increased by +11.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]