Core Insights - Organon reported $1.6 billion in revenue for Q3 2025, a year-over-year increase of 1.3% and an EPS of $1.01, up from $0.87 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Revenue Performance - Revenue from Established Brands in the U.S. for Respiratory (Clarinex) was $1 million, matching the average estimate [4] - Revenue from Established Brands in the U.S. for Non-Opioid Pain, Bone, and Dermatology (Other) was $4 million, a decrease of 20% year-over-year, below the average estimate of $4.87 million [4] - Revenue from Women's Health International (NuvaRing) was $17 million, slightly above the average estimate of $16.73 million, with no year-over-year change [4] - Revenue from Women's Health U.S. (NuvaRing) was $9 million, exceeding the average estimate of $6.48 million, representing a 28.6% increase year-over-year [4] - Revenue from Women's Health (Nexplanon/Implanon NXT) was $223 million, below the average estimate of $246.08 million, reflecting an 8.2% decrease year-over-year [4] - Total revenue from Established Brands was $956 million, slightly above the average estimate of $925.97 million, with a 0.5% year-over-year increase [4] - Total revenue from Biosimilars was $196 million, exceeding the average estimate of $167.07 million, with an 18.8% year-over-year increase [4] - Total revenue from Women's Health was $429 million, below the average estimate of $456.13 million, representing a 2.5% year-over-year decrease [4] - Total revenue from Other was $21 million, in line with the average estimate of $21.14 million, reflecting a 19.2% year-over-year decrease [4] - Revenue from Women's Health (NuvaRing) was $26 million, exceeding the average estimate of $23.21 million, with a 13% year-over-year increase [4] - Revenue from Biosimilars (Renflexis) was $70 million, slightly above the average estimate of $63.61 million, with a 2.8% year-over-year decrease [4] Stock Performance - Organon's shares have returned -29.4% over the past month, contrasting with the Zacks S&P 500 composite's +0.3% change, indicating underperformance [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 - Integral Ad Science (IAS) reported a revenue of $154.36 million for Q3 2025, marking a year-over-year increase of 15.6% [1] - The earnings per share (EPS) for the same period was $0.07, down from $0.10 a year ago, indicating a decline [1] - The reported revenue exceeded the Zacks Consensus Estimate of $149.4 million by 3.32%, while the EPS fell short of the consensus estimate of $0.09 by 22.22% [1] Revenue Breakdown - Optimization revenue reached $73.7 million, surpassing the estimated $69.96 million, reflecting a year-over-year increase of 20.6% [4] - Publisher revenue was reported at $23.5 million, exceeding the average estimate of $21.97 million, with a year-over-year growth of 20.5% [4] - Measurement revenue stood at $57.1 million, slightly below the average estimate of $57.23 million, but still showing a year-over-year increase of 7.9% [4] Stock Performance - Over the past month, shares of Integral Ad Science have returned +0.2%, compared to a +2.1% 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 - Illumina reported $1.08 billion in revenue for Q3 2025, a year-over-year increase of 0.4%, with an EPS of $1.34 compared to $1.14 a year ago, exceeding both revenue and EPS estimates [1][2] Revenue Breakdown - Product revenue reached $927 million, surpassing the estimated $899.38 million, reflecting a year-over-year increase of 1.4% [4] - Service and other revenue was $157 million, below the average estimate of $165.17 million, indicating a year-over-year decline of 5.4% [4] - Consumable product revenue was $816 million, slightly above the estimated $803.8 million, marking a year-over-year increase of 1.1% [4] - Instrument product revenue was $111 million, exceeding the estimate of $105.1 million, with a year-over-year increase of 3.7% [4] - Sequencing consumables revenue was $747 million, above the estimate of $737.64 million, showing a year-over-year increase of 0.8% [4] - Sequencing instruments revenue was $107 million, slightly above the estimate of $106.24 million, with a year-over-year increase of 2.9% [4] - Microarrays consumables revenue was $69 million, close to the estimate of $69.75 million, reflecting a year-over-year increase of 4.6% [4] - Microarrays instruments revenue was $4 million, exceeding the estimate of $3.35 million, indicating a significant year-over-year increase of 33.3% [4] Stock Performance - Illumina's shares have returned -7.1% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change, and the stock currently holds a Zacks Rank 3 (Hold) [3]

Core Insights - Hub Group reported revenue of $934.5 million for the quarter ended September 2025, reflecting a year-over-year decline of 5.3% and an EPS of $0.49 compared to $0.52 a year ago, with a slight revenue surprise of +0.58% over the Zacks Consensus Estimate of $929.12 million [1] Financial Performance - Operating Revenue from Intermodal and Transportation Solutions was $561.49 million, exceeding the three-analyst average estimate of $539.45 million, with a year-over-year change of +0.3% [4] - Operating Revenue from Inter-segment eliminations was reported at $-29.39 million, slightly worse than the estimated $-28.14 million, showing a year-over-year decline of -13.4% [4] - Operating Revenue from Logistics was $402.4 million, below the average estimate of $418.62 million, representing a year-over-year decrease of -12.7% [4] Market Performance - Hub Group's shares have returned +6.5% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change, although the stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]

Core Insights - BrightView Holdings (BV) reported revenue of $708.3 million for the quarter ended June 2025, reflecting a year-over-year decline of 4.1% and an EPS of $0.30, down from $0.32 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $723.5 million, resulting in a surprise of -2.1%, while the EPS also missed the consensus estimate of $0.33 by -9.09% [1] Revenue Breakdown - Maintenance Services revenue was $508.8 million, below the average estimate of $522.31 million, marking a year-over-year decline of 3% [4] - Development Services revenue reached $201.3 million, compared to the average estimate of $214.69 million, representing a year-over-year decrease of 6.4% [4] - Snow Removal Services under Maintenance Services generated $5.9 million, exceeding the average estimate of $4.93 million, but showing a significant year-over-year decline of 30.6% [4] - Landscape Maintenance Services revenue was $502.9 million, below the estimated $517.38 million, reflecting a year-over-year decrease of 2.6% [4] - Revenue Eliminations were reported at -$1.8 million, slightly worse than the average estimate of -$1.45 million, but showing a year-over-year change of +100% [4] Adjusted EBITDA - Adjusted EBITDA for Development Services was $31.5 million, surpassing the average estimate of $28.24 million [4] - Adjusted EBITDA for Maintenance Services was $81.7 million, falling short of the average estimate of $85.26 million [4] Stock Performance - BrightView's shares have returned +5.4% over the past month, outperforming the Zacks S&P 500 composite's +0.5% 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 - IntercontinentalExchange (ICE) reported a revenue of $2.54 billion for the quarter ended June 2025, reflecting a year-over-year increase of 9.8% and surpassing the Zacks Consensus Estimate by 0.71% [1] - Earnings per share (EPS) for the same quarter was $1.81, up from $1.52 in the previous year, exceeding the consensus EPS estimate by 2.26% [1] Revenue Breakdown - Mortgage Technology Segment generated $531 million, slightly below the average estimate of $535.23 million, marking a year-over-year increase of 4.9% [4] - Exchanges Segment (less transaction-based) reported revenues of $1.1 billion, significantly lower than the estimated $1.39 billion, representing a decline of 12% year-over-year [4] - Fixed Income and Data Services Segment achieved $597 million, slightly above the average estimate of $595.14 million, with a year-over-year growth of 5.7% [4] - Fixed Income Execution within the Fixed Income and Data Services Segment reported $32 million, close to the estimate of $32.93 million, reflecting a year-over-year increase of 6.7% [4] - Mortgage Technology Segment's Servicing Software generated $220 million, below the estimate of $225.01 million, with a year-over-year growth of 3.8% [4] - Data and Analytics within the Mortgage Technology Segment reported $66 million, slightly below the estimate of $67.43 million, with a year-over-year increase of 6.5% [4] - Closing Solutions in the Mortgage Technology Segment achieved $58 million, exceeding the estimate of $52.42 million, representing an 11.5% year-over-year increase [4] - Origination Technology within the Mortgage Technology Segment reported $187 million, slightly above the estimate of $185.57 million, with a year-over-year growth of 3.9% [4] - Energy revenues in the Exchanges Segment reached $595 million, surpassing the estimate of $580.18 million, with a significant year-over-year increase of 26.9% [4] - Agricultural and Metals revenues in the Exchanges Segment were $65 million, slightly above the estimate of $64.74 million, reflecting a year-over-year decline of 8.5% [4] - Financials in the Exchanges Segment reported $158 million, exceeding the estimate of $156.72 million, with a year-over-year increase of 19.7% [4] - Cash Equities and Equity Options in the Exchanges Segment achieved $123 million, above the estimate of $119.39 million, representing a year-over-year increase of 10.8% [4] Stock Performance - ICE shares have returned +2.2% over the past month, compared to a +2.7% change in the Zacks S&P 500 composite [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 - V.F. Corporation (VFC) reported a revenue of $1.76 billion for the quarter ended June 2025, reflecting a year-over-year decline of 7.7% and an EPS of -$0.24, an improvement from -$0.33 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $1.69 billion by 3.96%, while the EPS surprised positively by 31.43% compared to the consensus estimate of -$0.35 [1] Financial Performance - The company's shares returned +1.3% over the past month, underperforming the Zacks S&P 500 composite's +3.4% change [3] - VFC holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3] Geographic Revenue Breakdown - Americas: $937.6 million, below the average estimate of $951.6 million, with a year-over-year decline of 10.3% [4] - Europe: $551.3 million, exceeding the estimate of $495.87 million, with a slight year-over-year decline of 0.3% [4] - Asia-Pacific: $271.8 million, below the estimate of $278.36 million, with a year-over-year decline of 12.2% [4] Revenue by Segment - Outdoor: $812.47 million, slightly below the estimate of $832.32 million, with a year-over-year increase of 2.8% [4] - Active: $699.69 million, above the estimate of $691.15 million, but reflecting a significant year-over-year decline of 25.7% [4] Revenue by Brand - The North Face: $557.4 million, exceeding the estimate of $523.34 million, with a year-over-year increase of 6.3% [4] - Vans: $498 million, above the estimate of $472.72 million, but showing a year-over-year decline of 14.4% [4] - Timberland: $255.1 million, surpassing the estimate of $230.92 million, with a year-over-year increase of 11.2% [4] Revenue by Channel - Direct-To-Consumer: $720.7 million, below the estimate of $748.72 million, with a year-over-year decline of 18% [4] Segment Profit (Loss) - Active: $56.84 million, below the estimate of $66.22 million [4] - Outdoor: $-42.27 million, better than the estimate of $-78.77 million [4]

Financial Performance - Varonis Systems reported $136.42 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 19.7% [1] - The EPS for the same period was $0.00, compared to -$0.03 a year ago, indicating a significant improvement [1] - The reported revenue exceeded the Zacks Consensus Estimate of $133.22 million by +2.41% [1] - The EPS surprise was +100.00%, as the consensus EPS estimate was -$0.05 [1] Key Metrics - Annual Recurring Revenues reached $664.30 million, surpassing the $657.21 million average estimate based on six analysts [4] - Maintenance and Services revenues were $16.38 million, which is -31.9% year-over-year and below the $20.06 million average estimate [4] - Term license subscriptions generated $31.49 million, compared to the $35.14 million estimated by three analysts [4] - SaaS revenues were $88.56 million, exceeding the three-analyst average estimate of $78.28 million [4] Stock Performance - Varonis shares have returned +15.3% over the past month, outperforming the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]