Core Insights - Papa John's reported revenue of $529.17 million for the quarter ended June 2025, marking a year-over-year increase of 4.2% and a surprise of +2.68% over the Zacks Consensus Estimate of $515.36 million [1] - The EPS for the same period was $0.41, down from $0.61 a year ago, with an EPS surprise of +20.59% compared to the consensus estimate of $0.34 [1] Financial Performance Metrics - The number of company-owned restaurants in the U.S. was 541, matching the five-analyst average estimate [4] - Total number of restaurants in North America was 3,517, slightly below the average estimate of 3,518 [4] - Comparable sales growth for system-wide North America restaurants was 2.5%, significantly above the average estimate of 0.2% [4] - Comparable sales growth for North America franchised restaurants was 1%, slightly below the estimated 1.1% [4] - Comparable sales growth for domestic company-owned restaurants was 0.3%, exceeding the average estimate of 0.1% [4] Revenue Breakdown - North America franchise royalties and fees generated $35.36 million, below the average estimate of $47.67 million, but representing a year-over-year increase of +2.8% [4] - Advertising funds revenue was reported at $44.16 million, slightly above the average estimate of $43.8 million [4] - Other revenues were $23.14 million, compared to the estimated $23.08 million, but this reflects a significant year-over-year decline of -62.9% [4] - North America commissary revenues were $214.85 million, below the average estimate of $225.54 million, with a year-over-year increase of +8.4% [4] - Domestic company-owned restaurant sales reached $175.8 million, slightly above the average estimate of $175.45 million, with a year-over-year increase of +1.5% [4] Stock Performance - Papa John's shares have returned -15.5% over the past month, contrasting with the Zacks S&P 500 composite's +1.2% 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 - Robinhood Markets, Inc. reported a revenue of $989 million for the quarter ended June 2025, reflecting a 45% increase year-over-year and surpassing the Zacks Consensus Estimate of $922.1 million by 7.26% [1] - The company's earnings per share (EPS) was $0.42, compared to $0.21 in the same quarter last year, resulting in an EPS surprise of 35.48% against the consensus estimate of $0.31 [1] Financial Performance Metrics - Total Assets Under Custody reached $278.60 billion, exceeding the average analyst estimate of $254.32 billion [4] - Funded Customers numbered 26.5 million, slightly above the average estimate of 26.33 million [4] - Net interest revenues from securities lending were reported at $54 million, significantly higher than the average estimate of $26.02 million, marking a year-over-year increase of 58.8% [4] - Transaction-based revenues from options amounted to $265 million, surpassing the estimated $246.28 million, with a year-over-year growth of 45.6% [4] - Margin interest net revenues were $114 million, close to the average estimate of $116.12 million, reflecting a 56.2% year-over-year increase [4] - Other transaction-based revenues reached $48 million, exceeding the average estimate of $42.53 million, with a 100% year-over-year change [4] - Equities transaction-based revenues were $66 million, slightly below the estimated $70.04 million, but still showing a 65% increase year-over-year [4] - Total transaction-based revenues were $539 million, above the average estimate of $514.69 million, representing a 64.8% year-over-year increase [4] - Overall net interest revenues were $357 million, exceeding the average estimate of $310.13 million, with a year-over-year change of 25.3% [4] - Other revenues were reported at $93 million, slightly below the average estimate of $96.04 million, but still showing a 32.9% year-over-year increase [4] - Cryptocurrency transaction-based revenues were $160 million, compared to the average estimate of $166.8 million, reflecting a 97.5% year-over-year increase [4] - Interest on segregated cash, securities, and deposits net revenues were $77 million, surpassing the average estimate of $57.52 million, with a year-over-year change of 13.2% [4] Stock Performance - Over the past month, shares of Robinhood Markets have returned +11.9%, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - WesBanco reported revenue of $260.73 million for the quarter ended June 2025, marking a 74.8% increase year-over-year [1] - The company's EPS was $0.91, up from $0.49 in the same quarter last year, exceeding the consensus estimate of $0.87 by 4.6% [1] Financial Performance - Revenue of $260.73 million surpassed the Zacks Consensus Estimate of $259.6 million, resulting in a surprise of +0.43% [1] - The efficiency ratio was reported at 55.5%, slightly above the estimated 55.2% [4] - Net interest margin was reported at 3.6%, matching the average estimate [4] - Mortgage banking income reached $2.36 million, exceeding the average estimate of $1.65 million [4] - Total non-interest income was $43.96 million, surpassing the average estimate of $41.5 million [4] Stock Performance - WesBanco shares returned +1.8% over the past month, underperforming the Zacks S&P 500 composite's +3.6% 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 - Amphenol reported $5.65 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 56.5% and exceeding the Zacks Consensus Estimate by 13.05% [1] - The company's EPS for the same period was $0.81, up from $0.43 a year ago, representing a surprise of 22.73% over the consensus estimate of $0.66 [1] Revenue Performance - Net Sales from Harsh Environment Solutions reached $1.45 billion, surpassing the average estimate of $1.33 billion, with a year-over-year change of 38.2% [4] - Net Sales from Interconnect and Sensor Systems totaled $1.3 billion, exceeding the $1.2 billion average estimate, reflecting a year-over-year increase of 15.7% [4] - Communications Solutions generated $2.91 billion in Net Sales, significantly above the $2.5 billion average estimate, with a remarkable year-over-year change of 101.4% [4] Operating Income - Operating Income for Interconnect and Sensor Systems was reported at $252.3 million, higher than the average estimate of $227.59 million [4] - Communications Solutions achieved an Operating Income of $890.7 million, exceeding the average estimate of $679.28 million [4] - Harsh Environment Solutions reported Operating Income of $363.7 million, compared to the average estimate of $323.83 million [4] Stock Performance - Amphenol's shares have returned +6.2% over the past month, outperforming the Zacks S&P 500 composite's +5.9% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - Texas Instruments (TXN) reported a revenue of $4.45 billion for the quarter ended June 2025, reflecting a year-over-year increase of 16.4% and surpassing the Zacks Consensus Estimate by 3.22% [1] - The earnings per share (EPS) for the quarter was $1.41, up from $1.22 in the same quarter last year, exceeding the consensus EPS estimate by 6.82% [1] Revenue Breakdown - Revenue from Other segments was $317 million, exceeding the estimated $270.04 million by analysts, marking a year-over-year increase of 13.6% [4] - Revenue from Embedded Processing was reported at $679 million, slightly below the average estimate of $687.9 million, but still showing a 10.4% increase year-over-year [4] - Revenue from Analog reached $3.45 billion, surpassing the estimated $3.39 billion, with a year-over-year growth of 17.9% [4] Operating Profit Analysis - Operating Profit for Embedded Processing was $85 million, which fell short of the average estimate of $104.46 million [4] - Operating Profit for Analog was reported at $1.33 billion, exceeding the two-analyst average estimate of $1.27 billion [4] Stock Performance - Texas Instruments shares have returned +6.5% 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 expected performance in line with the broader market in the near term [3]

Core Insights - Goldman Sachs is expected to report quarterly earnings of $9.43 per share, reflecting a 9.4% increase year-over-year, with revenues projected at $13.5 billion, a 6% increase from the previous year [1] Earnings Estimates - Analysts have revised the consensus EPS estimate 1.1% lower over the last 30 days, indicating a reevaluation of initial forecasts [1][2] - The importance of earnings estimate revisions is highlighted as a predictor of investor actions and stock performance [2] Revenue Projections - Analysts estimate 'Net Revenues- Global Banking & Markets- FICC' to reach $3.39 billion, a year-over-year increase of 6.7% [4] - 'Net Revenues- Asset & Wealth Management- Debt investments' are projected at $151 million, indicating a significant decline of 49.2% from the prior year [4] - 'Net Revenues- Platform Solutions- Consumer platforms' are expected to be $619.93 million, reflecting a 3.5% increase [5] - 'Net Revenues- Global Banking & Markets- Equities' are forecasted at $3.74 billion, showing an 18.2% increase [5] - 'Net Revenues- Asset & Wealth Management- Private banking and lending' is estimated at $744.53 million, a 5.3% increase [6] - 'Net Revenues- Platform Solutions- Transaction banking and other' is expected to be $65.86 million, a decrease of 5.9% [6] - 'Net Revenues- Global Banking & Markets- Advisory' is projected at $891.69 million, a substantial increase of 29.6% [7] - The total 'Net Revenues- Asset & Wealth Management' is estimated at $3.82 billion, a slight decline of 1.5% [7] Key Metrics - The 'Book Value Per Share' is expected to reach $347.76, up from $327.13 in the same quarter last year [8] - 'Assets Under Supervision (AUS) - Total' is forecasted to be $3,228.04 billion, compared to $2,934.00 billion a year ago [8] - The 'Common equity tier 1 capital ratio' is estimated at 15.1%, up from 14.8% year-over-year [8] - The 'Leverage ratio' is expected to be 5.3%, slightly down from 5.4% in the previous year [9] Stock Performance - Goldman Sachs shares have increased by 13.4% over the past month, outperforming the S&P 500 composite, which rose by 4.1% [10]

Core Insights - Toast reported revenue of $1.34 billion for the quarter ended March 2025, reflecting a year-over-year increase of 24.4% [1] - The company's EPS was $0.20, a significant improvement from -$0.15 in the same quarter last year [1] - Revenue met the Zacks Consensus Estimate, but there was a slight negative surprise of -0.27% [1] - EPS exceeded expectations with a surprise of +5.26% compared to the consensus estimate of $0.19 [1] Key Performance Metrics - Gross Payment Volume (GPV) was reported at $42.2 billion, slightly below the estimated $42.38 billion [4] - Subscription Annualized Recurring Run-Rate reached $883 million, surpassing the average estimate of $867.78 million [4] - The number of locations served by Toast was 140,000, close to the estimated 140,163 [4] - Total Annualized Recurring Run-Rate (ARR) was $1.71 billion, matching the average estimate [4] - Payments Annualized Recurring Run-Rate stood at $830 million, slightly above the estimate of $824.03 million [4] - Revenue from financial technology solutions was $1.08 billion, aligning with the average estimate [4] - Revenue from subscription services was $209 million, exceeding the average estimate of $201.35 million [4] - Revenue from hardware and professional services was $46 million, falling short of the estimated $53.03 million [4] Stock Performance - Toast's shares have returned +3.4% over the past month, compared to the S&P 500 composite's +11.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - Sabre reported revenue of $776.62 million for the quarter ended March 2025, reflecting a decrease of 0.8% year-over-year and a revenue surprise of -1.77% compared to the Zacks Consensus Estimate of $790.57 million [1] - The company's EPS was $0.00, an improvement from -$0.02 in the same quarter last year, but fell short of the consensus estimate of $0.01, resulting in an EPS surprise of -100.00% [1] Financial Performance Metrics - Travel Solutions - Air Bookings were reported at 82.44 million, below the average estimate of 85.29 million [4] - Travel Solutions - Lodging, Ground and Sea Bookings reached 13.92 million, slightly above the average estimate of 13.73 million [4] - Hospitality Solutions - Central Reservations System Transactions totaled 30.77 million, in line with the average estimate of 30.75 million [4] - Total Travel Solutions Bookings were 96.36 million, below the average estimate of 99.02 million [4] - Passengers Boarded in Travel Solutions were 165.83 million, slightly below the estimate of 167 million [4] - Revenue from Hospitality Solutions was $85.21 million, exceeding the average estimate of $83.39 million, representing an 8.1% increase year-over-year [4] - Revenue from Travel Solutions was $702.13 million, below the average estimate of $718.39 million, reflecting a year-over-year decline of 1.6% [4] - IT Solutions Revenue within Travel Solutions was $133.01 million, below the estimate of $140 million, marking a 5.9% decrease year-over-year [4] - Distribution Revenue in Travel Solutions was $569.12 million, below the average estimate of $578.40 million, with a year-over-year change of -0.6% [4] Stock Performance - Sabre's shares have returned +25.6% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change [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 - Global Payments reported revenue of $2.2 billion for the quarter ended March 2025, reflecting a 1% increase year-over-year and matching the Zacks Consensus Estimate, with an EPS of $2.82, up from $2.59 in the previous year [1] - The company achieved an EPS surprise of +4.83%, exceeding the consensus estimate of $2.69 [1] Revenue Performance - Non-GAAP Revenues from Merchant Solutions reached $1.69 billion, slightly above the $1.68 billion estimate, marking a +0.5% year-over-year change [4] - Non-GAAP Revenues from Issuer Solutions were reported at $528.82 million, surpassing the $528.21 million estimate, with a +2.6% change compared to the previous year [4] - Revenues from Issuer Solutions totaled $620.73 million, exceeding the $607.50 million estimate, representing a +3% year-over-year increase [4] - Revenues from Merchant Solutions were $1.81 billion, slightly below the $1.82 billion estimate, indicating a -1.4% year-over-year change [4] Operating Income Analysis - Non-GAAP Operating Income for Merchant Solutions was $808.95 million, above the $802.11 million estimate [4] - Non-GAAP Operating Income for Issuer Solutions was $244.94 million, slightly below the $246.04 million estimate [4] - Operating Income for Merchant Solutions was reported at $614.10 million, exceeding the $599.26 million estimate [4] - Operating Income for Corporate was -$256.53 million, worse than the -$215.98 million estimate [4]

Financial Performance - For the quarter ended March 2025, Live Nation reported revenue of $3.38 billion, down 11% year-over-year, and EPS of -$0.32 compared to -$0.53 in the same quarter last year [1] - The reported revenue was a surprise of -2.89% compared to the Zacks Consensus Estimate of $3.48 billion, while the EPS surprise was +5.88% against the consensus estimate of -$0.34 [1] Key Metrics - Estimated attendance for concerts totaled 22.31 million, below the average estimate of 23.37 million from five analysts [4] - Total fee-bearing tickets sold were 77.49 million, compared to the average estimate of 79.59 million [4] - Revenue from concerts was $2.48 billion, slightly below the estimated $2.51 billion, representing a year-over-year decline of -13.7% [4] - Revenue from sponsorship and advertising was $216.10 million, slightly below the estimate of $216.47 million, with a year-over-year increase of +2.3% [4] - Revenue from ticketing was $694.70 million, compared to the average estimate of $773.21 million, reflecting a year-over-year change of -3.9% [4] Stock Performance - Shares of Live Nation have returned -1.6% over the past month, while the Zacks S&P 500 composite changed by -0.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]