Core Insights - FS KKR Capital reported revenue of $398 million for the quarter ended June 2025, a decrease of 9.3% year-over-year [1] - The company's EPS was -$0.60, down from $0.75 in the same quarter last year, indicating a significant decline [1] - Revenue fell short of the Zacks Consensus Estimate of $401.13 million, resulting in a surprise of -0.78% [1] - The EPS surprise was -195.24%, with the consensus estimate being $0.63 [1] Financial Performance Metrics - Investment income from fee income was $9 million, below the average estimate of $15.41 million from four analysts [4] - Dividend and other income amounted to $91 million, exceeding the average estimate of $81.05 million based on four analysts [4] - Paid-in-kind interest income was reported at $53 million, lower than the estimated $61.66 million, but showed a year-over-year increase of 23.3% [4] - Interest income reached $245 million, slightly above the average estimate of $241.38 million from three analysts [4] Stock Performance - FS KKR Capital's shares have returned -5% over the past month, contrasting with the Zacks S&P 500 composite's +0.5% 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]

For the quarter ended June 2025, Bowhead Specialty Holdings Inc. (BOW) reported revenue of $133.26 million, up 34.8% over the same period last year. EPS came in at $0.37, compared to $0.28 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $130.63 million, representing a surprise of +2.02%. The company delivered an EPS surprise of +2.78%, with the consensus EPS estimate being $0.36.While investors scrutinize revenue and earnings changes year-over-year and how they compa ...

Core Insights - National Storage (NSA) reported revenue of $188.84 million for the quarter ended June 2025, reflecting a decrease of 0.8% year-over-year and a surprise of -0.36% compared to the Zacks Consensus Estimate of $189.53 million [1] - The earnings per share (EPS) for the quarter was $0.55, significantly higher than the $0.16 reported in the same quarter last year, but below the consensus estimate of $0.58, resulting in an EPS surprise of -5.17% [1] Revenue Breakdown - Rental revenue was reported at $169.84 million, slightly below the average estimate of $172.35 million, but showing a year-over-year increase of 1.1% [4] - Management fees and other revenue reached $12.23 million, compared to the estimated $12.43 million, marking a substantial year-over-year increase of 28.4% [4] - Other property-related revenue was $6.77 million, slightly above the two-analyst average estimate of $6.75 million, with a year-over-year change of 8.4% [4] Stock Performance - Over the past month, shares of National Storage have returned -9.2%, contrasting with the Zacks S&P 500 composite's increase of 0.6% [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 - SM Energy reported revenue of $792.94 million for the quarter ended June 2025, reflecting a 25% increase year-over-year and a surprise of +1.64% over the Zacks Consensus Estimate of $780.12 million [1] - The company's EPS was $1.50, down from $1.85 in the same quarter last year, with an EPS surprise of +21.95% compared to the consensus estimate of $1.23 [1] Financial Performance - Average daily production totaled 209.1 million barrels of oil equivalent per day, exceeding the average estimate of 203.92 million barrels [4] - Crude oil production averaged 115.7 million barrels per day, surpassing the estimated 109.41 million barrels [4] - Natural gas production averaged 398.3 million cubic feet per day, slightly below the estimated 406.63 million cubic feet [4] - NGL production averaged 26.9 million barrels per day, in line with the estimate of 26.91 million barrels [4] Revenue Breakdown - Operating revenue from crude oil was $653.38 million, exceeding the average estimate of $622.2 million, representing a year-over-year increase of +22.7% [4] - Operating revenue from natural gas was $77.99 million, significantly higher than the average estimate of $109.01 million, with a year-over-year change of +72.6% [4] - Operating revenue from NGL was $53.7 million, slightly above the average estimate of $50.97 million, showing a year-over-year decrease of -3.6% [4] - Total operating revenue from oil, gas, and NGL production was $785.08 million, compared to the average estimate of $781.69 million, reflecting a year-over-year increase of +23.9% [4] - Other operating income was reported at $7.87 million, exceeding the average estimate of $3.37 million [4] Stock Performance - SM Energy shares returned +2.8% over the past month, outperforming the Zacks S&P 500 composite's +0.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Group 1 - Savers Value Village (SVV) reported revenue of $417.21 million for the quarter ended June 2025, a year-over-year increase of 7.9% [1] - The EPS for the same period was $0.14, unchanged from a year ago, with a surprise of +16.67% compared to the consensus estimate of $0.12 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $407.82 million by +2.3% [1] Group 2 - Comparable Store Sales Growth was 4.6%, significantly above the four-analyst average estimate of 2.3% [4] - U.S. Comparable Store Sales Growth was 6.2%, compared to the 3.8% average estimate based on three analysts [4] - Canada Comparable Store Sales Growth was 2.6%, exceeding the -0.2% average estimate based on three analysts [4] Group 3 - The number of stores in the United States was 171, slightly below the two-analyst average estimate of 176 [4] - The total number of stores was 354, compared to the 359 estimated by two analysts on average [4] - U.S. Retail revenue was $228.83 million, surpassing the $223.99 million average estimate based on two analysts, representing a +10.5% year-over-year change [4] Group 4 - Other revenue was reported at $33.42 million, close to the $33.54 million average estimate, reflecting a +12.3% year-over-year change [4] - Canada Retail revenue was $154.96 million, exceeding the $152.38 million estimate, with a +3.4% year-over-year change [4] Group 5 - Shares of Savers Value have returned -9.7% over the past month, while the Zacks S&P 500 composite increased by +2.7% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]

Core Insights - Schneider National reported $1.42 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 7.9% and an EPS of $0.21, unchanged from the previous year [1] - The revenue figure was a slight miss of -0.24% compared to the Zacks Consensus Estimate, while the EPS met expectations [1] Financial Performance Metrics - The operating ratio for the consolidated segment was reported at 96.1%, slightly higher than the estimated 95.9% [4] - The intermodal operating ratio was 93.9%, better than the average estimate of 94.4% [4] - The truckload operating ratio was 93.6%, compared to the estimated 94.8% [4] - The logistics operating ratio was 97.7%, exceeding the estimated 97.2% [4] Revenue Breakdown - Fuel surcharge revenue was $138.5 million, below the estimated $141.51 million, reflecting a -6.9% year-over-year change [4] - Inter-segment eliminations revenue was reported at -$41.7 million, worse than the estimated -$33.34 million, but a +4.5% change year-over-year [4] - Logistics revenue reached $339.6 million, surpassing the estimated $327.16 million, with a +6.5% year-over-year increase [4] - Other revenues were $96.8 million, slightly below the estimated $98.43 million, showing a +1.3% year-over-year change [4] - Revenues excluding fuel surcharge totaled $1.28 billion, matching estimates and reflecting a +9.8% year-over-year increase [4] - Intermodal revenue was $265.1 million, exceeding the estimated $256.21 million, with a +4.7% year-over-year change [4] - Truckload revenue was $622.2 million, below the estimated $633.84 million, but showing a +15.2% year-over-year increase [4] - Network revenues excluding fuel surcharge were $181.9 million, below the estimated $193.67 million, reflecting a -6.1% year-over-year change [4] Stock Performance - Schneider National's shares have returned -4.6% over the past month, contrasting with 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]

ArcelorMittal (MT) reported $15.93 billion in revenue for the quarter ended June 2025, representing a year-over-year decline of 2%. EPS of $1.32 for the same period compares to $0.63 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $15.54 billion, representing a surprise of +2.47%. The company delivered an EPS surprise of -0.75%, with the consensus EPS estimate being $1.33.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

Core Insights - FirstEnergy reported revenue of $3.38 billion for the quarter ended June 2025, reflecting a 3.1% increase year-over-year, but fell short of the Zacks Consensus Estimate of $3.41 billion, resulting in a surprise of -1% [1] - The company's EPS was $0.52, down from $0.56 in the same quarter last year, but exceeded the consensus estimate of $0.50, leading to an EPS surprise of +4% [1] Financial Performance Metrics - Total Electric Distribution Deliveries were 34,510 MWh, below the two-analyst average estimate of 36,000.49 MWh [4] - Distribution revenues were reported at $1.68 billion, matching the two-analyst average estimate [4] - Stand-Alone Transmission revenues were $456 million, slightly below the average estimate of $467.85 million [4] - Consolidated external revenues were $3.38 billion, compared to the estimated $3.47 billion by two analysts [4] - Revenues from Total Corporate/Other & Reconciling Adjustments were -$12 million, better than the estimated -$13.29 million, but represented a -14.3% change compared to the year-ago quarter [4] - Integrated revenues were $1.26 billion, surpassing the average estimate of $1.21 billion [4] Stock Performance - FirstEnergy's shares returned +3.5% over the past month, slightly 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]

Core Insights - Wingstop reported revenue of $174.33 million for the quarter ended June 2025, marking a year-over-year increase of 12% and an EPS of $1.00 compared to $0.93 a year ago, with a slight revenue surprise of -0.05% against the Zacks Consensus Estimate [1] - The EPS surprise was +13.64% compared to the consensus estimate of $0.88 [1] Financial Performance Metrics - Total system-wide restaurants reached 2,818, exceeding the eight-analyst average estimate of 2,766 [4] - Domestic same-store sales growth was -1.9%, better than the -2.4% average estimate [4] - Company-owned domestic same-store sales growth was 3.6%, significantly higher than the -1.8% average estimate [4] - Total domestic restaurants numbered 2,411, surpassing the 2,369 average estimate [4] - Domestic franchised activity restaurants totaled 2,357, exceeding the four-analyst average estimate of 2,317 [4] - International franchised activity restaurants reached 407, slightly above the 399 average estimate [4] - New domestic franchised restaurant openings were 110, significantly higher than the 67 estimated by analysts [4] - New international franchised restaurant openings were 21, compared to the 13 estimated [4] - Royalty revenue, franchise fees, and other totaled $79.89 million, slightly below the average estimate of $80.65 million, but representing a year-over-year change of +12.3% [4] - Company-owned restaurant sales revenue was $32.48 million, exceeding the $29.77 million estimate, reflecting an +8.7% year-over-year change [4] - Advertising fees revenue was $61.96 million, below the $64.01 million average estimate, but showing a +13.4% year-over-year change [4] Stock Performance - Wingstop shares have returned -13.5% over the past month, contrasting with the Zacks S&P 500 composite's +3.4% 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 - SoFi Technologies, Inc. reported a revenue of $858.23 million for the quarter ended June 2025, marking a 43.8% increase year-over-year, with an EPS of $0.08 compared to $0.01 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $805.44 million by 6.55%, and the EPS also surpassed the consensus estimate of $0.06 by 33.33% [1] Financial Performance Metrics - Total Accounts in the Technology Platform segment were 160.05 million, slightly below the average estimate of 164.72 million [4] - Total Products in the Financial Services segment reached 14.86 million, slightly above the average estimate of 14.72 million [4] - Membership count stood at 11.75 million, exceeding the average estimate of 11.01 million [4] - Total Products reached 17.14 million, slightly below the average estimate of 17.29 million [4] - Net Interest Income was reported at $517.84 million, slightly above the average estimate of $514.83 million [4] - Total Noninterest Income was $337.11 million, significantly above the average estimate of $295.7 million [4] - Total Interest Income reached $792.41 million, exceeding the average estimate of $784.53 million [4] - Other income was reported at $48.05 million, above the average estimate of $38.77 million [4] - Revenue from Technology products and solutions was $90.8 million, slightly below the average estimate of $91.42 million [4] - Loan origination, sales, and securitizations generated $70.86 million, exceeding the average estimate of $58.22 million [4] - Total Adjusted net revenue from Lending was $446.8 million, above the average estimate of $428.27 million [4] - Contribution profit from Lending was $244.71 million, slightly below the average estimate of $247.27 million [4] Stock Performance - SoFi Technologies' shares returned +15.4% over the past month, outperforming the Zacks S&P 500 composite's +3.6% 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]