For the quarter ended December 2025, eBay (EBAY) reported revenue of $2.97 billion, up 15% over the same period last year. EPS came in at $1.41, compared to $1.25 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.88 billion, representing a surprise of +2.98%. The company delivered an EPS surprise of +3.97%, with the consensus EPS estimate being $1.36.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they comp ...

Core Insights - First American Financial (FAF) reported a revenue of $2.05 billion for the quarter ended December 2025, marking a 21.6% increase year-over-year and exceeding the Zacks Consensus Estimate by 9.97% [1] - The earnings per share (EPS) for the quarter was $1.99, up from $1.35 in the same quarter last year, representing a surprise of 33.27% over the consensus estimate of $1.49 [1] Revenue Breakdown - Net investment income was reported at $161.8 million, slightly above the average estimate of $157.33 million, reflecting a year-over-year increase of 3.3% [4] - Agent premiums reached $789.5 million, surpassing the average estimate of $722.03 million, with a year-over-year growth of 13.1% [4] - Direct premiums and escrow fees totaled $789.4 million, exceeding the estimated $708.75 million, and showed a 17.3% increase compared to the previous year [4] - Information and other revenues amounted to $293.9 million, higher than the estimated $256.1 million, indicating a year-over-year growth of 20.6% [4] Stock Performance - Shares of First American Financial have returned 12.1% over the past month, contrasting with a -0.3% change in the Zacks S&P 500 composite [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]

Molina (MOH) reported $11.38 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 8.3%. EPS of -$2.75 for the same period compares to $5.05 a year ago.The reported revenue represents a surprise of +5.32% over the Zacks Consensus Estimate of $10.8 billion. With the consensus EPS estimate being $0.43, the EPS surprise was -733.2%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine th ...

Core Insights - Woodward (WWD) reported revenue of $996.45 million for the quarter ended December 2025, marking a year-over-year increase of 29% and exceeding the Zacks Consensus Estimate by 10.11% [1] - The earnings per share (EPS) for the same period was $2.17, up from $1.35 a year ago, representing a surprise of 31.35% over the consensus estimate of $1.65 [1] Financial Performance - The company’s shares have returned +2.3% over the past month, outperforming the Zacks S&P 500 composite's +0.7% change, and currently holds a Zacks Rank 2 (Buy) [3] - Segment external net sales for Industrial reached $361.56 million, surpassing the average estimate of $299.2 million, with a year-over-year change of +29.7% [4] - Aerospace segment external net sales totaled $634.9 million, exceeding the estimated $581.03 million, reflecting a +28.6% year-over-year change [4] - Aerospace segment net sales for the Defense aftermarket were $64 million, slightly below the average estimate of $67.05 million, with a +1.6% year-over-year change [4] - Commercial aftermarket sales in the Aerospace segment were $245 million, significantly above the estimated $199.15 million, showing a +49.4% year-over-year increase [4] - Aerospace segment net sales for Commercial OEM reached $188 million, compared to the average estimate of $171.79 million, representing a +22.1% year-over-year change [4] - Aerospace segment net sales for Defense OEM were $138 million, slightly below the average estimate of $142.18 million, with a +22.1% year-over-year change [4] - Aerospace segment earnings were $148.4 million, exceeding the average estimate of $127.79 million [4] - Industrial segment earnings were $66.99 million, compared to the average estimate of $44.05 million [4]

For the quarter ended December 2025, Sallie Mae (SLM) reported revenue of $377.06 million, up 4.1% over the same period last year. EPS came in at $1.12, compared to $0.50 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $378.46 million, representing a surprise of -0.37%. The company delivered an EPS surprise of +18.22%, with the consensus EPS estimate being $0.95.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ho ...

Company Overview - NIKE, Inc. has a market cap of $99.2 billion and is a global leader in athletic and casual footwear, apparel, equipment, and accessories for all demographics [1] Upcoming Earnings - NIKE is set to announce its fiscal Q2 2026 results on December 18, with analysts predicting an adjusted EPS of $0.37, a decline of 52.6% from $0.78 in the same quarter last year [2] - For fiscal 2026, analysts forecast an adjusted EPS of $1.67, down 23.6% from $2.16 in fiscal 2025, but expect a significant rebound to $2.57 in fiscal 2027, representing a 55.8% year-over-year increase [3] Stock Performance - Over the past 52 weeks, NIKE shares have dropped 13.8%, underperforming the S&P 500 Index's nearly 12% return and the Consumer Discretionary Select Sector SPDR Fund's 2.1% rise [4] Recent Results - Following its Q1 2026 results, NIKE shares rose 6.4% as overall revenue reached $11.7 billion, a 1% year-over-year increase, with footwear sales of $7.4 billion exceeding estimates [5] - Apparel growth was strong at 9%, totaling $3.3 billion, and wholesale revenue grew by 7%, which helped mitigate weaker Nike Direct sales [5] - The gross margin was reported at 42.2%, surpassing expectations, despite a 31% decline in net income to $727 million [5] Analyst Sentiment - Analysts maintain a cautiously optimistic view on NIKE stock, with a "Moderate Buy" rating overall; among 35 analysts, 17 recommend "Strong Buy," 4 "Moderate Buy," 12 "Hold," and 2 "Strong Sell" [6] - The average analyst price target for NIKE is $82.04, indicating a potential upside of 24.2% from current levels [6]

Core Insights - Simmons First National (SFNC) reported a revenue of $231.97 million for the quarter ended September 2025, marking a year-over-year increase of 32.7% [1] - The earnings per share (EPS) for the same period was $0.46, compared to $0.37 a year ago, although it fell short of the consensus estimate of $0.48, resulting in an EPS surprise of -4.17% [1] Financial Performance - The reported revenue exceeded the Zacks Consensus Estimate of $228.9 million, resulting in a surprise of +1.34% [1] - The efficiency ratio was reported at -25.1%, significantly better than the average estimate of 59.6% based on two analysts [4] - The net interest margin was reported at 3.5%, matching the average estimate from two analysts [4] - Total interest-earning assets (FTE) averaged $21.56 billion, slightly above the average estimate of $21.45 billion [4] - Total nonperforming assets were $160.72 million, slightly higher than the average estimate of $160.32 million [4] - Total nonperforming loans were reported at $153.94 million, compared to the average estimate of $150.16 million [4] - Annualized net charge-offs to average loans were reported at 0.3%, in line with the average estimate [4] - Net interest income (FTE) was $190.47 million, exceeding the average estimate of $188.51 million [4] - Total non-interest income was reported at $45.31 million, surpassing the average estimate of $43.96 million [4] - Net interest income was $186.66 million, compared to the average estimate of $184.99 million [4] Stock Performance - Shares of Simmons First National have returned -3.9% over the past month, while the Zacks S&P 500 composite has seen a +0.9% 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 - Dollar Tree reported revenue of $4.57 billion for the quarter ended July 2025, reflecting a year-over-year decline of 38.1% but exceeding the Zacks Consensus Estimate of $4.45 billion by 2.54% [1] - The company's EPS was $0.77, which is an increase from $0.67 in the same quarter last year, resulting in an EPS surprise of 102.63% compared to the consensus estimate of $0.38 [1] Financial Performance Metrics - Same-store net sales increased by 6.5%, surpassing the estimated 5% by analysts [4] - The total number of ending stores was 9,148, exceeding the average estimate of 9,109 [4] - Selling square footage was reported at 81.20 million square feet, compared to the average estimate of 80.22 million square feet [4] - The number of stores closed was 10, which is lower than the average estimate of 13 [4] - New store openings totaled 106, exceeding the average estimate of 96 [4] - Other revenue was reported at $3.6 million, slightly above the average estimate of $3.44 million, with a year-over-year decline of 41% [4] - Operating income for Dollar Tree was $367 million, surpassing the average estimate of $327.32 million [4] - Corporate support and other operating loss was reported at $-136 million, better than the average estimate of $-172.18 million [4] Stock Performance - Dollar Tree shares have returned -3.7% over the past month, while the Zacks S&P 500 composite increased by 3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - Nvidia Corporation (NASDAQ: NVDA) is set to release its Q2 earnings on August 27th, prompting a review of notable statistics from the past three years of quarterly reports to assess performance trends and potential future outcomes [1]. Group 1 - The article emphasizes the importance of understanding historical quarterly performance to gauge Nvidia's future prospects [1]. - It highlights that valuation is more indicative of long-term opportunities or risks rather than short- to mid-term timing indicators [1]. - The analysis aims to provide insights based on data and written content rather than relying solely on rating systems, which may not account for different investment strategies or time horizons [1].

Core Insights - International Money Express (IMXI) reported a revenue of $161.13 million for the quarter ended June 2025, reflecting a year-over-year decline of 6.1% [1] - The earnings per share (EPS) for the same period was $0.51, down from $0.55 a year ago, with an EPS surprise of +4.08% compared to the consensus estimate of $0.49 [1] - The reported revenue was a surprise of -1.09% against the Zacks Consensus Estimate of $162.9 million [1] Revenue Breakdown - Other income was reported at $4.48 million, exceeding the average estimate of $2.1 million by two analysts, representing a year-over-year increase of +54.9% [4] - Foreign exchange gain, net, was $23.68 million, slightly below the average estimate of $23.7 million, with a year-over-year change of +3.9% [4] - Revenue from wire transfer and money order fees, net, was $132.97 million, lower than the estimated $137.03 million, indicating a year-over-year decline of -8.8% [4] Stock Performance - Shares of International Money Express have decreased by -9.9% over the past month, contrasting with the Zacks S&P 500 composite's increase of +2.7% [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]