Core Insights - Axos Financial reported revenue of $323.39 million for the quarter ended September 2025, reflecting a year-over-year increase of 0.9% and a surprise of +0.79% over the Zacks Consensus Estimate of $320.85 million [1] - The company's EPS for the quarter was $2.07, up from $1.96 in the same quarter last year, resulting in an EPS surprise of +11.29% compared to the consensus estimate of $1.86 [1] Financial Metrics - The efficiency ratio was reported at 48.3%, slightly above the average estimate of 47.2% based on two analysts [4] - The net interest margin stood at 4.8%, matching the average estimate from two analysts [4] - Net annualized charge-offs to average loans were 0.1%, consistent with the average estimate of 0.1% from two analysts [4] - Total non-interest income was $32.34 million, exceeding the average estimate of $32.09 million based on two analysts [4] - Net interest income was reported at $291.05 million, surpassing the average estimate of $288.73 million from two analysts [4] Stock Performance - Over the past month, shares of Axos Financial have returned -5.7%, contrasting with the Zacks S&P 500 composite's increase of +3.6% [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 - Electronic Arts (EA) reported a revenue of $1.82 billion for the quarter ended September 2025, marking a year-over-year decline of 12.6% [1] - The earnings per share (EPS) for the same period was $1.21, down from $2.15 a year ago, indicating a significant decrease [1] - The reported revenue fell short of the Zacks Consensus Estimate of $1.86 billion by 2.45%, and the EPS also missed the consensus estimate of $1.27 by 4.72% [1] Financial Performance Metrics - Net Bookings for EA were $1.82 billion, slightly below the average estimate of $1.86 billion from six analysts [4] - Live services and other Non-GAAP Net Bookings were $1.12 billion, compared to the estimated $1.14 billion, reflecting a year-over-year decline of 10.3% [4] - Full game downloads generated Non-GAAP Net Bookings of $438 million, which was lower than the average estimate of $479.41 million, representing a year-over-year decrease of 19.6% [4] - Packaged goods for full games achieved Non-GAAP Net Bookings of $262 million, exceeding the average estimate of $255.83 million, but still showing an 8.7% decline year-over-year [4] Stock Performance - EA's shares have returned -0.8% over the past month, contrasting with the Zacks S&P 500 composite's increase of 3.6% [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]

Core Insights - Avidbank Holdings Inc. reported revenue of $24.19 million for the quarter ended September 2025, reflecting an 18.6% increase year-over-year [1] - The company's EPS was $0.72, down from $0.77 in the same quarter last year, indicating a decline despite revenue growth [1] - The reported revenue exceeded the Zacks Consensus Estimate of $23.8 million by 1.63%, while the EPS fell short of the consensus estimate of $0.77 by 6.49% [1] Financial Performance Metrics - Net charge-offs to average loans were reported at -0%, outperforming the average estimate of 0.1% from two analysts [4] - The net interest margin was 3.9%, matching the average estimate from two analysts [4] - The efficiency ratio was reported at -35.3%, significantly better than the average estimate of 54.1% from two analysts [4] - Total Non-Interest Income was $1.54 million, exceeding the average estimate of $1.3 million [4] - Net Interest Income was reported at $22.65 million, slightly above the average estimate of $22.51 million [4] Stock Performance - Avidbank Holdings' shares returned +1.7% over the past month, outperforming the Zacks S&P 500 composite's +0.2% 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]

Core Insights - Fulton Financial reported revenue of $334.61 million for the quarter ended September 2025, marking a year-over-year increase of 3.9% and exceeding the Zacks Consensus Estimate of $332.85 million by 0.53% [1] - The company achieved an EPS of $0.55, up from $0.50 a year ago, and surpassed the consensus EPS estimate of $0.48 by 14.58% [1] Financial Performance Metrics - Net Interest Margin was reported at 3.6%, slightly above the average estimate of 3.5% from two analysts [4] - The Efficiency Ratio stood at 56.5%, better than the estimated 59.9% by two analysts [4] - Total Non-Interest Income reached $70.41 million, exceeding the average estimate of $69.35 million from two analysts [4] - Net Interest Income (FTE) was reported at $268.63 million, surpassing the average estimate of $263.5 million from two analysts [4] Stock Performance - Fulton Financial's shares have returned -7.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of 1.2% [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 - MidCap Financial Investment (MFIC) reported revenue of $81.25 million for the quarter ended June 2025, reflecting a year-over-year increase of 17.5% [1] - The earnings per share (EPS) for the quarter was $0.39, down from $0.45 in the same quarter last year [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $81.65 million, resulting in a revenue surprise of -0.5% [1] - The company achieved an EPS surprise of +5.41%, exceeding the consensus estimate of $0.37 [1] Financial Performance Metrics - Interest income was reported at $75.7 million, which is a 15.6% increase year-over-year but below the average estimate of $80.07 million from three analysts [4] - Other income was reported at $0.2 million, significantly lower than the estimated $0.73 million, representing a year-over-year decline of 77.8% [4] - Dividend income also fell to $0.2 million, compared to the estimated $0.55 million, marking a 33.3% decrease from the previous year [4] Stock Performance - Over the past month, shares of MidCap Financial have returned -4.3%, 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]

Core Insights - McKesson reported $97.83 billion in revenue for the quarter ended June 2025, a year-over-year increase of 23.4% [1] - The EPS for the same period was $8.26, compared to $7.88 a year ago, with a surprise of +0.36% over the consensus estimate [1] Revenue Breakdown - U.S. Pharmaceutical revenue was $89.95 billion, exceeding the average estimate of $87.36 billion, with a year-over-year change of +25.4% [4] - Prescription Technology Solutions revenue reached $1.43 billion, surpassing the $1.35 billion estimate, reflecting a +15.6% year-over-year change [4] - International revenue was $3.74 billion, slightly above the $3.67 billion estimate, representing a +1.3% change year-over-year [4] - Medical-Surgical Solutions revenue was $2.7 billion, matching the estimate, with a +2.5% year-over-year change [4] Adjusted Operating Profit - Adjusted Operating Profit for U.S. Pharmaceutical was $950 million, below the average estimate of $965.96 million [4] - Adjusted Operating Profit for International was $99 million, slightly below the $100.22 million estimate [4] - Adjusted Operating Profit for Medical-Surgical Solutions was $244 million, exceeding the estimate of $215.97 million [4] - Adjusted Operating Profit for Prescription Technology Solutions was $269 million, above the $249.95 million estimate [4] - Adjusted Operating Profit for Corporate was -$138 million, worse than the average estimate of -$108.6 million [4] Stock Performance - McKesson shares returned -2% over the past month, while the Zacks S&P 500 composite increased by +0.5% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance in the near term [3]

Core Insights - Fortune Brands Innovations (FBIN) reported $1.2 billion in revenue for the quarter ended June 2025, reflecting a year-over-year decline of 3% and an EPS of $1.00 compared to $1.16 a year ago, with a revenue surprise of +0.62% over the Zacks Consensus Estimate [1] Financial Performance - The reported revenue of $1.2 billion was in line with the Zacks Consensus Estimate, while the EPS exceeded the consensus estimate of $0.98 by +2.04% [1] - Net Sales in the Outdoors segment were $378.8 million, slightly below the average estimate of $379.68 million, marking a year-over-year decline of -2.7% [4] - Net Sales in the Security segment were $177.6 million, compared to the average estimate of $183.6 million, representing a year-over-year decline of -7% [4] - Net Sales in the Water segment were $646.9 million, exceeding the average estimate of $641.46 million, with a year-over-year change of -1.9% [4] Operating Income - Operating Income (Non-GAAP) for the Water segment was $165.5 million, surpassing the average estimate of $140.12 million [4] - Operating Income (Non-GAAP) for the Outdoors segment was $48.6 million, below the average estimate of $59.46 million [4] - Operating Income (Non-GAAP) for the Security segment was $26.3 million, compared to the average estimate of $31.62 million [4] - Total Corporate Expenses (Non-GAAP) were reported at $-41.4 million, slightly worse than the average estimate of $-39 million [4] Stock Performance - Shares of Fortune Brands Innovations have returned +0.3% over the past month, while the Zacks S&P 500 composite has changed by +2.7% [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 - Clean Harbors reported revenue of $1.55 billion for the quarter ended June 2025, a slight decrease of 0.2% year-over-year, with EPS at $2.36 compared to $2.46 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $1.58 billion by 2.04%, while the EPS exceeded the consensus estimate of $2.33 by 1.29% [1] Revenue Breakdown - Environmental Services revenue was $1.35 billion, surpassing the average estimate of $1.34 billion by analysts, reflecting a year-over-year increase of 4.2% [4] - Safety-Kleen Sustainability Solutions revenue was $197.73 million, significantly below the estimated $245.05 million, marking a decline of 22.6% year-over-year [4] - Corporate Items revenue was $0.09 million, slightly below the average estimate of $0.1 million, representing a year-over-year decrease of 10.1% [4] Adjusted EBITDA Performance - Adjusted EBITDA for Environmental Services was reported at $376.19 million, slightly above the average estimate of $375.89 million [4] - Adjusted EBITDA for Corporate Items was -$78.27 million, better than the average estimate of -$82.47 million [4] - Adjusted EBITDA for Safety-Kleen Sustainability Solutions was $38.31 million, slightly below the estimated $38.82 million [4] Stock Performance - Clean Harbors shares have returned +3.8% over the past month, outperforming 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 - Molina reported revenue of $11.43 billion for the quarter ended June 2025, reflecting a year-over-year increase of 15.7% and a surprise of +5.43% over the Zacks Consensus Estimate of $10.84 billion [1] - The company's EPS was $5.48, down from $5.86 in the same quarter last year, with an EPS surprise of -0.36% compared to the consensus estimate of $5.50 [1] Financial Performance Metrics - Molina's total Membership Care Ratio (MCR) was 90.4%, exceeding the estimated 88.9% [4] - The MCR for Medicare was 90%, surpassing the estimated 85.4% [4] - The MCR for Marketplace was 85.4%, above the estimated 77.5% [4] - Total ending membership was 5.75 million, slightly below the estimated 5.79 million [4] - Medicaid membership stood at 4.77 million, below the estimated 4.88 million [4] Revenue Breakdown - Premium tax revenue reached $431 million, exceeding the average estimate of $377.16 million, marking a year-over-year increase of +44.6% [4] - Premium revenue totaled $10.87 billion, above the estimated $10.44 billion, with a year-over-year change of +15.1% [4] - Medicare premium revenue was $1.61 billion, exceeding the estimate of $1.47 billion, reflecting an +11.6% change year-over-year [4] - Other revenue was reported at $22 million, slightly below the estimated $24 million, with a +4.8% change year-over-year [4] - Medicaid premium revenue was $8.03 billion, surpassing the estimate of $7.74 billion, with a year-over-year increase of +8.8% [4] - Investment income was $106 million, above the estimate of $101.04 million, but down -7.8% year-over-year [4] - Marketplace premium revenue reached $1.2 billion, exceeding the estimate of $1.05 billion, with a significant year-over-year increase of +91.4% [4] Stock Performance - Molina's shares have declined -38.7% over the past month, contrasting with the Zacks S&P 500 composite's +5.9% 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]

Core Insights - KeyCorp reported $1.83 billion in revenue for Q2 2025, a year-over-year increase of 20.9% [1] - The EPS for the same period was $0.35, up from $0.25 a year ago, exceeding the consensus estimate of $0.34 [1] - The revenue surpassed the Zacks Consensus Estimate of $1.8 billion, resulting in a surprise of +1.74% [1] Financial Metrics - Net Interest Margin (Proforma) was 2.7%, matching the average estimate by analysts [4] - Net loan charge-offs to average loans stood at 0.4%, consistent with analyst estimates [4] - Cash Efficiency Ratio (non-GAAP) was 62.4%, slightly better than the average estimate of 63.5% [4] - Average balance of total earning assets was $170 billion, slightly below the average estimate of $171.16 billion [4] - Book value at period end was $15.32, exceeding the average estimate of $15.08 [4] - Leverage Ratio was 10.3%, above the average estimate of 10.2% [4] - Tier 1 Risk-based Capital Ratio was 13.4%, matching the average estimate [4] - Total nonperforming assets were $707 million, better than the average estimate of $744.86 million [4] - Total Risk-based Capital Ratio was 15.7%, slightly above the average estimate of 15.6% [4] - Nonperforming loans at period-end were $696 million, better than the average estimate of $738.47 million [4] - Total Noninterest Income was $690 million, exceeding the average estimate of $671.92 million [4] - Corporate services income was $76 million, above the average estimate of $65.91 million [4] Stock Performance - KeyCorp shares returned +10.9% over the past month, outperforming the Zacks S&P 500 composite's +5.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]