Core Insights - Doximity reported $168.53 million in revenue for the quarter ended September 2025, marking a year-over-year increase of 23.2% and exceeding the Zacks Consensus Estimate of $157.79 million by 6.81% [1] - The company achieved an EPS of $0.45, up from $0.30 a year ago, surpassing the consensus EPS estimate of $0.38 by 18.42% [1] Financial Performance - The number of customers generating at least $500,000 in revenue was 121, slightly below the average estimate of 124 [4] - Other revenues amounted to $9.06 million, exceeding the average estimate of $7.75 million, representing a year-over-year increase of 25.9% [4] - Subscription revenues reached $159.47 million, surpassing the average estimate of $150.1 million, with a year-over-year growth of 23% [4] Market Performance - Doximity's shares have returned -13% over the past month, contrasting with the Zacks S&P 500 composite's +1.3% 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 - Allstate reported $17 billion in revenue for Q3 2025, a 3.8% year-over-year increase, with an EPS of $11.17 compared to $3.91 a year ago, indicating strong earnings growth despite missing revenue estimates by 2.02% [1] - The company delivered a significant EPS surprise of 36.22%, exceeding the consensus estimate of $8.20 [1] Financial Performance Metrics - The Property-Liability combined ratio was reported at 80.1%, significantly better than the average estimate of 90.3% [4] - The Property-Liability expense ratio was 21.8%, slightly above the estimated 21.7% [4] - The Property-Liability loss ratio was 58.3%, outperforming the estimated 68.4% [4] - Net premiums earned in Property-Liability were $14.53 billion, a 6.1% increase year-over-year, but below the average estimate of $14.76 billion [4] - Net investment income for Property-Liability was $873 million, exceeding the estimate of $740.58 million, representing a 23.3% year-over-year increase [4] - Underwriting income for Property-Liability was reported at $2.89 billion, significantly higher than the average estimate of $1.53 billion [4] - Protection Services net premiums earned were $720 million, a 6.2% year-over-year increase, surpassing the average estimate of $693.4 million [4] - Revenues from Protection Services were $912 million, a 9.6% year-over-year increase, also exceeding the average estimate of $898.63 million [4] Stock Performance - Allstate shares have returned -7.8% over the past month, contrasting with a +1% 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]

Core Insights - Chime Financial, Inc. reported revenue of $543.52 million for the quarter ended September 2025, showing no change year-over-year, with an EPS of -$0.15 compared to $0 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate by 2.53%, while the EPS surprise was 40% above the consensus estimate of -$0.25 [1] Financial Performance Metrics - Purchase Volume reached $32.3 billion, surpassing the average estimate of $32.04 billion from three analysts [4] - Average Revenue per Active Member (ARPAM) was $245.00, exceeding the estimated $240.10 by three analysts [4] - Active Members totaled 9.1 million, higher than the estimated 8.96 million [4] - Platform-related Revenue was $180 million, compared to the average estimate of $168.98 million from five analysts [4] - Payments Revenue amounted to $363 million, slightly above the estimated $361.06 million from five analysts [4] Stock Performance - Chime Financial, Inc. shares have declined by 14.4% over the past month, while the Zacks S&P 500 composite increased by 1% [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 - Performance Food Group (PFGC) reported revenue of $17.08 billion for the quarter ended September 2025, marking a year-over-year increase of 10.8% and exceeding the Zacks Consensus Estimate by 1.21% [1] - The earnings per share (EPS) for the same period was $1.18, slightly up from $1.16 a year ago, with an EPS surprise of 1.72% compared to the consensus estimate [1] Revenue Breakdown - Convenience revenue reached $6.59 billion, surpassing the average estimate of $6.52 billion, reflecting a year-over-year change of +3.5% [4] - Intersegment Eliminations reported revenue of -$183.5 million, better than the estimated -$194.22 million, with a year-over-year change of +0.8% [4] - Corporate & All Other revenue was $250.2 million, below the average estimate of $266.52 million, indicating a year-over-year decline of -2.3% [4] - Specialty revenue totaled $1.28 billion, slightly below the estimated $1.32 billion, showing a year-over-year decrease of -0.7% [4] Stock Performance - Over the past month, shares of Performance Food have returned -4.2%, contrasting with the Zacks S&P 500 composite's +1% 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 - ArcBest reported revenue of $1.05 billion for the quarter ended September 2025, a decrease of 1.4% year-over-year, with EPS at $1.46 compared to $1.64 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.03 billion by 1.84%, while the EPS surpassed the consensus estimate of $1.37 by 6.57% [1] Financial Performance Metrics - Asset-Based Operating Ratio was reported at 90.3%, better than the estimated 92.7% [4] - Asset-Light Operating Ratio was 100.4%, slightly above the estimated 100.2% [4] - Asset-Based Pounds per Shipment was 1,065.00 lbs, exceeding the estimate of 1,054.65 lbs [4] - Asset-Based Tons per Day was reported at 11,238.00 tons, above the estimate of 11,205.35 tons [4] - Asset-Based Shipments per Day was 21,095.00 tons, below the estimated 21,249.43 tons [4] - Asset-Based Billed Revenue per CWT was $50.19, slightly lower than the estimate of $50.60 [4] - Revenues from Asset-Based operations were $726.48 million, a 2.4% increase year-over-year, compared to the average estimate of $725.63 million [4] - Revenues from Asset-Light operations were $355.97 million, a decrease of 7.6% year-over-year, compared to the average estimate of $353.91 million [4] - Operating Income Non-GAAP for Asset-Based operations was $54.44 million, exceeding the estimate of $50.58 million [4] Stock Performance - ArcBest shares returned -1% over the past month, while the Zacks S&P 500 composite increased by 1% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market [3]

Core Insights - Grocery Outlet Holding Corp. reported revenue of $1.17 billion for the quarter ended September 2025, reflecting a year-over-year increase of 5.4% [1] - The earnings per share (EPS) for the quarter was $0.21, down from $0.28 in the same quarter last year, but exceeded the consensus estimate of $0.19 by 10.53% [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $1.18 billion, resulting in a revenue surprise of -1.16% [1] Financial Performance Metrics - Grocery Outlet's total store count reached 563, surpassing the four-analyst average estimate of 561 [4] - Comparable store sales growth was recorded at 1.2%, which is below the 1.9% average estimate from four analysts [4] - The company opened 13 new stores, exceeding the two-analyst average estimate of 9 [4] Stock Performance - Over the past month, Grocery Outlet's shares have returned -11.7%, contrasting with the Zacks S&P 500 composite's increase of +2.1% [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 - The article provides a comprehensive analysis of Amazon.com in comparison to its major competitors in the Broadline Retail industry, focusing on financial metrics, market position, and growth potential [1] Company Overview - Amazon is the leading online retailer, with retail-related revenue accounting for approximately 75% of total revenue, followed by Amazon Web Services (15%), advertising services (5% to 10%), and other segments [2] Financial Metrics Comparison - Amazon's Price to Earnings (P/E) ratio is 33.97, which is lower than the industry average by 0.85x, indicating potential value [5] - The Price to Book (P/B) ratio of 7.12 exceeds the industry average by 1.18x, suggesting the stock may be trading at a premium relative to its book value [5] - Amazon's Price to Sales (P/S) ratio of 3.58 is 1.67x the industry average, indicating potential overvaluation in relation to sales performance [5] - The Return on Equity (ROE) stands at 5.68%, which is 0.2% below the industry average, reflecting potential inefficiency in utilizing equity [5] - Amazon's Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) is $36.6 billion, which is 5.91x above the industry average, indicating strong profitability [5] - The gross profit of $86.89 billion is 5.23x above the industry average, showcasing higher earnings from core operations [5] - Revenue growth for Amazon is at 13.33%, outperforming the industry average of 10.58% [5] Debt-to-Equity Ratio - Amazon's debt-to-equity (D/E) ratio is 0.4, indicating a lower reliance on debt financing compared to its top 4 peers, which suggests a more favorable balance between debt and equity [10]

Core Insights - Builders FirstSource, Inc. (NYSE:BLDR) reported an earnings per share (EPS) of $1.88 for Q3 2025, exceeding the expected EPS of $1.75, resulting in an earnings surprise of 11.24% [2][6] - The company's revenue for the quarter was approximately $3.94 billion, surpassing the projected revenue of about $3.86 billion, reflecting a positive surprise of 3.76% [3][6] - Despite the positive earnings and revenue surprises, both EPS and revenue showed a year-over-year decline compared to the previous year's figures [2][3][6] Financial Metrics - The price-to-earnings (P/E) ratio for Builders FirstSource is approximately 21.76, indicating how the market values its earnings [4] - The price-to-sales ratio is about 0.82, while the enterprise value to sales ratio stands at around 0.84, reflecting the company's market value relative to its sales [4] - The debt-to-equity ratio is approximately 0.15, suggesting a relatively low level of debt compared to equity, and the current ratio is about 1.79, indicating the company's ability to cover short-term liabilities [5] - The enterprise value to operating cash flow ratio is approximately 9.43, demonstrating the company's valuation in relation to its cash flow from operations [5]

Core Insights - Ameriprise Financial Services (AMP) reported a revenue of $4.61 billion for Q3 2025, marking a year-over-year increase of 6.1% and surpassing the Zacks Consensus Estimate by 2.01% [1] - The earnings per share (EPS) for the same quarter was $9.92, compared to $8.83 a year ago, representing a surprise of 3.33% over the consensus estimate of $9.60 [1] Financial Performance Metrics - Total Assets Under Management (AUM) stood at $1.27 billion, slightly below the average estimate of $1.28 billion [4] - Total Assets Under Administration reached $347.92 million, exceeding the average estimate of $334.57 million [4] - Combined Total Assets Under Management and Administration was $1.66 billion, above the average estimate of $1.62 billion [4] - Distribution fees revenue was $539 million, compared to the average estimate of $553.36 million, reflecting a year-over-year increase of 5.1% [4] - Net investment income was reported at $920 million, surpassing the average estimate of $833.84 million, but showing a year-over-year decline of 1.5% [4] - Premiums, policy, and contract charges revenue was $493 million, significantly higher than the estimated $373.8 million, indicating a year-over-year increase of 20.5% [4] - Other revenues totaled $130 million, slightly below the average estimate of $134.25 million, with a year-over-year change of -0.8% [4] - Management and financial advice fees revenue was $2.81 billion, exceeding the average estimate of $2.75 billion, representing a year-over-year increase of 9.3% [4] - Asset Management revenue was reported at $906 million, above the average estimate of $892.41 million, reflecting a year-over-year increase of 2.7% [4] - The stock of Ameriprise has returned -1.7% over the past month, while the Zacks S&P 500 composite has increased by 3.6% [3] - Ameriprise currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Core Insights - Carlisle (CSL) reported $1.35 billion in revenue for the quarter ended September 2025, reflecting a year-over-year increase of 1% and surpassing the Zacks Consensus Estimate by 1.01% [1] - The earnings per share (EPS) for the same period was $5.61, down from $5.78 a year ago, but exceeded the consensus EPS estimate of $5.47 by 2.56% [1] Revenue Performance - Carlisle Weatherproofing Technologies (CWT) generated $346.1 million in revenue, exceeding the average estimate of $340.35 million by four analysts, representing a year-over-year increase of 3.2% [4] - Carlisle Construction Materials (CCM) reported $1 billion in revenue, slightly above the average estimate of $992.89 million, with a year-over-year change of 0.3% [4] Adjusted EBIT Analysis - Adjusted EBIT for Carlisle Construction Materials (CCM) was $280 million, below the three-analyst average estimate of $285.65 million [4] - Adjusted EBIT for Corporate and unallocated was reported at -$15 million, better than the average estimate of -$28.54 million [4] - Adjusted EBIT for Carlisle Weatherproofing Technologies (CWT) was $33.9 million, falling short of the three-analyst average estimate of $40.7 million [4] Stock Performance - Shares of Carlisle have returned +3.5% over the past month, compared to a +3.8% 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]