Core Insights - Wintrust Financial (WTFC) reported a revenue of $670.78 million for the quarter ended June 2025, reflecting a year-over-year increase of 13.4% [1] - The earnings per share (EPS) for the same quarter was $2.78, up from $2.32 in the previous year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $655.9 million, resulting in a surprise of +2.27% [1] - The company also delivered an EPS surprise of +7.34%, with the consensus EPS estimate being $2.59 [1] Key Metrics - Efficiency Ratio stood at 56.9%, slightly better than the five-analyst average estimate of 57.1% [4] - Net Interest Margin was reported at 3.5%, matching the five-analyst average estimate [4] - Average balance of Total earning assets was $62.22 billion, surpassing the $61.33 billion average estimate from three analysts [4] - Net charge-offs to average loan ratio was 0.1%, better than the three-analyst average estimate of 0.2% [4] - Tier 1 leverage ratio was 10.2%, exceeding the 9.6% average estimate based on two analysts [4] - Total Non-Interest Income reached $124.09 million, compared to the $117.8 million estimated by five analysts [4] - Net interest income - FTE was $549.57 million, above the four-analyst average estimate of $542.14 million [4] - Net Interest Income was reported at $546.69 million, exceeding the four-analyst average estimate of $536.91 million [4] - Wealth management income was $36.82 million, higher than the three-analyst average estimate of $34.83 million [4] - Fees from covered call options amounted to $5.62 million, significantly above the $2.33 million average estimate from three analysts [4] - Mortgage banking income was $23.17 million, slightly below the three-analyst average estimate of $25.59 million [4] - Operating lease income, net was reported at $15.17 million, matching the three-analyst average estimate [4] Stock Performance - Wintrust shares have returned +11.4% over the past month, outperforming the Zacks S&P 500 composite's +5.4% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

American Healthcare REIT (AHR) reported $540.6 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 8.2%. EPS of $0.38 for the same period compares to -$0.04 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $538.59 million, representing a surprise of +0.37%. The company delivered an EPS surprise of +2.70%, with the consensus EPS estimate being $0.37.While investors scrutinize revenue and earnings changes year-over-year and how they compare ...

Shopify (SHOP) reported $2.36 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 26.8%. EPS of $0.25 for the same period compares to $0.20 a year ago.The reported revenue represents a surprise of +1.32% over the Zacks Consensus Estimate of $2.33 billion. With the consensus EPS estimate being $0.26, the EPS surprise was -3.85%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expe ...

Core Insights - Marriott Vacations Worldwide reported revenue of $1.2 billion for the quarter ended March 2025, reflecting a year-over-year increase of 0.4% [1] - The company's EPS was $1.66, down from $1.80 in the same quarter last year, but exceeded the consensus estimate of $1.56 by 6.41% [1] - The revenue fell short of the Zacks Consensus Estimate of $1.22 billion, resulting in a surprise of -1.93% [1] Revenue Breakdown - Cost reimbursements revenue was $373 million, below the average estimate of $402 million, marking a year-over-year decline of 4.6% [4] - Rental revenue reached $169 million, surpassing the average estimate of $162.88 million, with a year-over-year increase of 7% [4] - Management and exchange revenue was $215 million, slightly below the average estimate of $216.29 million, showing a year-over-year growth of 1.9% [4] - Sales of vacation ownership products generated $355 million, exceeding the average estimate of $347.95 million, with a year-over-year increase of 0.9% [4] - Financing revenue was $88 million, above the average estimate of $86 million, reflecting a year-over-year growth of 6% [4] Stock Performance - Shares of Marriott Vacations Worldwide have returned +14.1% over the past month, outperforming the Zacks S&P 500 composite's +10.6% 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 - Omega Healthcare Investors (OHI) reported revenue of $276.79 million for the quarter ended March 2025, marking a year-over-year increase of 13.8% [1] - The earnings per share (EPS) for the same period was $0.75, compared to $0.27 a year ago, indicating significant growth [1] - The reported revenue fell short of the Zacks Consensus Estimate of $291.43 million, resulting in a surprise of -5.02% [1] - The company met the consensus EPS estimate of $0.75, showing no surprise in this metric [1] Revenue Breakdown - Rental income was reported at $228.38 million, which is below the estimated $239.11 million, but represents a year-over-year increase of 12.4% [4] - Real estate tax and ground lease income was $3.80 million, compared to the estimated $4.41 million, reflecting a year-over-year increase of 2.3% [4] Stock Performance - Over the past month, shares of Omega Healthcare Investors have returned +3.1%, while the Zacks S&P 500 composite experienced a -0.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Core Insights - Polaris Inc reported a revenue of $1.54 billion for the quarter ended March 2025, reflecting a year-over-year decline of 11.6% and an EPS of -$0.90 compared to $0.23 a year ago, with a revenue surprise of +1.67% and an EPS surprise of +1.10% [1] Financial Performance - Revenue breakdown includes Marine sales of $115.40 million, down 6.6% year-over-year, On-Road sales of $221.80 million, down 20%, and Off-Road sales of $1.20 billion, down 10.3% [4] - Gross profit for Marine was $14.30 million, below the estimate of $19.15 million, Corporate gross profit was $3.60 million versus an estimate of $14.05 million, Off-Road gross profit was $191.40 million, exceeding the estimate of $183.52 million, and On-Road gross profit was $35.70 million, below the estimate of $52.73 million [4] Stock Performance - Shares of Polaris Inc have returned -17.6% over the past month, compared to the Zacks S&P 500 composite's -0.8% change, with a current Zacks Rank of 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - Stepan Co. reported revenue of $593.26 million for Q1 2025, a 7.6% year-over-year increase, with an EPS of $0.84 compared to $0.64 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $558.6 million by 6.20%, and the EPS surpassed the consensus estimate of $0.51 by 64.71% [1] Financial Performance Metrics - Specialty Products net sales were $16.80 million, exceeding the estimated $16.50 million, reflecting an 11.4% increase year-over-year [4] - Polymers net sales reached $146.12 million, slightly above the estimated $138.70 million, with a year-over-year increase of 0.4% [4] - Surfactants net sales amounted to $430.34 million, surpassing the estimated $403.45 million, marking a 10.1% year-over-year increase [4] - Operating income for Surfactants was $28.93 million, exceeding the average estimate of $25.90 million [4] - Operating income for Specialty Products was $5.51 million, above the average estimate of $3.70 million [4] - Operating income for Polymers was $8.02 million, below the average estimate of $11.25 million [4] Stock Performance - Stepan Co. shares have returned -12.5% over the past month, compared to a -0.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]