Core Insights - Steven Madden's Q3 2025 earnings report showed a decline in earnings and a mixed performance in revenues, with total revenues increasing but earnings per share (EPS) falling significantly [3][4]. Financial Performance - Adjusted quarterly earnings were reported at 43 cents per share, missing the Zacks Consensus Estimate of 44 cents, and down 52.7% from 91 cents in the prior-year period [4]. - Total revenues rose 6.9% year over year to $667.9 million, but this figure missed the consensus estimate of $699 million [4]. - Adjusted gross profit increased by 11.6% year over year to $289.7 million, surpassing the estimate of $278.5 million, with an adjusted gross margin expanding 180 basis points to 43.4% [5]. - Adjusted operating income fell to $46.3 million, down 45.8% from the prior-year quarter, with an adjusted operating margin decreasing 680 basis points to 6.9% [6]. Segment Performance - Wholesale revenues totaled $442.7 million, a decline of 10.7% year over year, with a 19% decrease when excluding the recently acquired Kurt Geiger business [7]. - Direct-to-consumer revenues increased significantly by 76.6% year over year to $221.5 million, although this growth was only 1.5% when excluding Kurt Geiger [9]. Financial Health - As of the end of the quarter, the company had cash and cash equivalents of $108.7 million and stockholders' equity of $886.1 million [10]. - A cash dividend of 21 cents per share was announced, payable on December 26, 2025 [11]. Future Outlook - For Q4 2025, the company expects revenues to rise by 27% to 30% year over year, with EPS forecasted between 30 cents and 35 cents [13]. - The contribution from Kurt Geiger is anticipated to range between $182 million and $187 million in revenues for Q4, with a significant portion coming from direct-to-consumer operations [14]. Market Sentiment - Since the earnings release, there has been an upward trend in estimates, with the consensus estimate shifting by 66.67% [15]. - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations for above-average returns in the coming months [17].

Core Viewpoint - Charles River Laboratories (CRL) has experienced a slight decline of approximately 0.1% in share price over the past month, underperforming the S&P 500, raising questions about its upcoming earnings release and potential breakout [1] Group 1: Earnings Estimates - Estimates for Charles River have trended upward over the past month, with a consensus estimate shift of 7.88% [2] Group 2: VGM Scores - Charles River holds a Growth Score of B and a Momentum Score of A, with an overall aggregate VGM Score of A, indicating strong performance across multiple investment strategies [3] Group 3: Outlook - The upward trend in estimates suggests a promising outlook for Charles River, which currently holds a Zacks Rank of 3 (Hold), indicating expectations for an in-line return in the coming months [4] Group 4: Industry Performance - Within the Zacks Medical Services industry, Avantor, Inc. (AVTR) has seen a 5.5% gain over the past month, reporting revenues of $1.58 billion for the last quarter, reflecting a year-over-year decline of 5.9% [5] - Avantor is expected to report earnings of $0.25 per share for the current quarter, with no change from the previous year, and holds a Zacks Rank of 4 (Sell) [6]

Core Viewpoint - Fidelity National Information Services (FIS) has seen a 6.4% increase in share price over the past month, outperforming the S&P 500, but there are concerns about whether this positive trend will continue leading up to the next earnings release [1] Estimates Movement - Estimates for Fidelity National have trended downward over the past month, indicating a negative shift in expectations [2] VGM Scores - Fidelity National has a subpar Growth Score of D and a Momentum Score of F, while it holds a middle-tier Value Score of C, resulting in an overall VGM Score of D [3] Outlook - The downward trend in estimates suggests a cautious outlook for Fidelity National, which currently holds a Zacks Rank 3 (Hold), indicating an expectation of in-line returns in the coming months [4] Industry Performance - Within the Financial Transaction Services industry, Paypal (PYPL) has gained 6% over the past month, reporting revenues of $7.79 billion for the last quarter, reflecting a year-over-year increase of 1.2% [5] - For the current quarter, Paypal is expected to report earnings of $1.28 per share, a 7.6% increase from the previous year, with a Zacks Consensus Estimate showing a slight upward revision of 0.2% [6]

Company Overview - Meta Platforms (META) shares have increased by approximately 12.7% over the past month, outperforming the S&P 500 [1] - The most recent earnings report is essential to understand the key drivers behind this performance [1] Earnings Estimates - Estimates for Meta Platforms have trended upward in the past month, with a consensus estimate shift of 6.17% [2] VGM Scores - Meta Platforms has a strong Growth Score of A, but a lower Momentum Score of D, and a Value Score of D, placing it in the bottom 40% for the value investment strategy [3] - The overall aggregate VGM Score for Meta Platforms is B, which is relevant for investors not focused on a single strategy [3] Outlook - The upward trend in estimates is promising, and Meta Platforms holds a Zacks Rank of 3 (Hold), indicating an expectation of in-line returns in the coming months [4] Industry Performance - Meta Platforms is part of the Zacks Internet - Software industry, where F5 Networks (FFIV) has gained 5.6% over the past month [5] - F5 Networks reported revenues of $731.12 million for the last quarter, reflecting a year-over-year increase of 7.3%, with EPS of $3.42 compared to $2.91 a year ago [5] - For the current quarter, F5 is expected to post earnings of $3.49 per share, indicating a year-over-year change of 3.9% [6] - F5 has a Zacks Rank of 2 (Buy) based on the direction and magnitude of estimate revisions, along with a VGM Score of C [6]

Company Overview - Gibraltar Industries has seen its shares increase by approximately 6.9% over the past month, outperforming the S&P 500 [1] - The most recent earnings report is crucial for understanding the catalysts affecting the stock [1] Earnings Estimates - Estimates for Gibraltar Industries have trended upward in the past month, indicating positive sentiment among analysts [2][4] - The stock currently holds a Zacks Rank of 2 (Buy), suggesting expectations for above-average returns in the coming months [4] VGM Scores - Gibraltar Industries has a Growth Score of B, a Momentum Score of D, and a Value Score of A, placing it in the top 20% for the value investment strategy [3] - The aggregate VGM Score for the stock is B, which is relevant for investors not focused on a single strategy [3] Industry Comparison - Gibraltar Industries is part of the Zacks Building Products - Miscellaneous industry, where another player, Masco, has gained 5.2% over the past month [5] - Masco reported revenues of $1.8 billion for the last quarter, reflecting a year-over-year decline of 6.5% [5] - Masco's expected earnings for the current quarter are $1.07 per share, representing a year-over-year decrease of 10.8% [6]