Core Insights - Evolent Health reported a revenue of $444.33 million for the quarter ended June 2025, marking a year-over-year decline of 31.3% and an EPS of -$0.10 compared to $0.30 a year ago, indicating significant financial challenges [1] - The revenue fell short of the Zacks Consensus Estimate of $457.4 million by 2.86%, and the EPS was below the consensus estimate of $0.09 by 211.11% [1] Financial Performance - Evolent Health's stock has returned -16.7% over the past month, contrasting with the Zacks S&P 500 composite's +1.2% change, suggesting underperformance relative to the broader market [3] - The company currently holds a Zacks Rank 3 (Hold), indicating it may perform in line with the market in the near term [3] Key Metrics Analysis - Average PMPM Fees / Revenue per Case for Performance Suite was $13.76, below the estimated $14.21 [4] - Average PMPM Fees / Revenue per Case for Specialty Technology and Services Suite was $0.35, slightly below the estimated $0.36 [4] - Average PMPM Fees / Revenue per Case for Administrative Services was $15.13, compared to the estimated $15.82 [4] - Average Lives on Platform / Cases for Cases was 13 thousand, below the estimated 14.39 thousand [4] - Average Lives on Platform / Cases for Performance Suite was 6.49 million, slightly above the estimated 6.48 million [4] - Average Lives on Platform / Cases for Specialty Technology and Services Suite was 77.02 million, below the estimated 77.71 million [4] - Average Lives on Platform / Cases for Administrative Services was 1.23 million, slightly above the estimated 1.22 million [4] - Average PMPM Fees / Revenue per Case for Cases was $2,969.00, below the estimated $3,008.56 [4]

Core Insights - The Beauty Health Company (SKIN) reported a revenue of $78.2 million for the quarter ended June 2025, reflecting a year-over-year decline of 13.7% [1] - The earnings per share (EPS) was $0.03, a significant improvement from -$0.10 in the same quarter last year, indicating a positive shift in profitability [1] - The reported revenue exceeded the Zacks Consensus Estimate of $74.55 million by 4.89%, while the EPS surpassed the consensus estimate of -$0.06 by 150% [1] Revenue Breakdown - Geographic Revenue in the Americas was $52 million, slightly above the average estimate of $51.35 million, but down 9.9% year-over-year [4] - EMEA revenue reached $18.4 million, exceeding the estimated $16.23 million, but still down 4.2% compared to the previous year [4] - Asia Pacific revenue was reported at $7.7 million, significantly higher than the estimated $5.63 million, but this represented a substantial decline of 43.4% year-over-year [4] Sales Performance - Delivery Systems Net Sales amounted to $22.4 million, surpassing the average estimate of $19.43 million, but down 36.4% from the year-ago quarter [4] - Consumables Net Sales were reported at $55.8 million, slightly above the average estimate of $55.34 million, with a modest year-over-year increase of 0.7% [4] Stock Performance - Over the past month, shares of Beauty Health have declined by 23.9%, contrasting with the Zacks S&P 500 composite's increase of 1.2% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - Motorola reported revenue of $2.77 billion for the quarter ended June 2025, reflecting a 5.2% increase year-over-year and a surprise of +1.03% over the Zacks Consensus Estimate of $2.74 billion [1] - The company's EPS for the quarter was $3.57, up from $3.24 in the same quarter last year, resulting in a surprise of +6.25% compared to the consensus estimate of $3.36 [1] Financial Performance Metrics - Net Sales from Software and Services reached $1.11 billion, exceeding the average estimate of $1.05 billion by four analysts, and showing a year-over-year increase of +14.6% [4] - Net Sales from Products and Systems Integration were $1.65 billion, slightly below the average estimate of $1.69 billion, with a year-over-year change of -0.3% [4] - Total Sales from LMR Communications amounted to $2.01 billion, surpassing the average estimate of $1.99 billion based on two analysts [4] - Non-GAAP Operating Earnings from Software and Services were reported at $376 million, exceeding the average estimate of $255.67 million by two analysts [4] Stock Performance - Motorola's shares have returned +5.8% over the past month, outperforming the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Realty Income Corp. reported $1.41 billion in revenue for the quarter ended June 2025, a year-over-year increase of 5.3% [1] - The company's EPS for the same period was $1.05, compared to $0.29 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.4 billion, resulting in a surprise of +1.04% [1] - The EPS fell short of the consensus estimate of $1.06, with a surprise of -0.94% [1] Revenue Breakdown - Other Revenue: $72.19 million, surpassing the estimated $59.96 million, reflecting a +31.9% change year-over-year [4] - Rental Revenue (including reimbursable): $1.34 billion, slightly above the estimated $1.33 billion, showing a +4.2% change year-over-year [4] Stock Performance - Realty Income Corp.'s shares returned -0.5% over the past month, while the Zacks S&P 500 composite increased by +0.5% [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 - Flywire reported revenue of $127.5 million for the quarter ended June 2025, reflecting a year-over-year increase of 27.6% and a surprise of +6.3% over the Zacks Consensus Estimate of $119.95 million [1] - The company's EPS was -$0.09, an improvement from -$0.11 in the same quarter last year, although it fell short of the consensus estimate of -$0.07, resulting in an EPS surprise of -28.57% [1] Financial Performance Metrics - Total Payment Volume reached $5.9 billion, exceeding the average estimate of $5.65 billion from four analysts [4] - Revenue from transactions was $100.6 million, slightly above the estimated $99 million, but showed a year-over-year decline of -3% [4] - Revenue less ancillary services from transactions was $100.5 million, surpassing the average estimate of $95.88 million, marking an 18.1% increase year-over-year [4] - Revenue less ancillary services from platform and other revenues was $27.1 million, exceeding the average estimate of $21.52 million, with a significant year-over-year increase of 83.1% [4] - Revenue from platform and other revenues was $31.3 million, compared to the average estimate of $22.18 million, representing a year-over-year growth of 70.3% [4] Stock Performance - Flywire's shares have returned -13.3% over the past month, contrasting with the Zacks S&P 500 composite's +1% 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 - Viper Energy Partners reported $297 million in revenue for Q2 2025, a 37.1% year-over-year increase, with an EPS of $0.41 compared to $0.61 a year ago, indicating a positive revenue surprise of +0.94% over estimates and a +20.59% EPS surprise [1] Financial Performance - Average daily combined volumes were 79,286.00 BOE/D, exceeding the average estimate of 76,642.98 BOE/D [4] - Average sales prices for Natural Gas Liquids were $20.70, above the estimate of $20.04, while Natural Gas prices were $0.99, below the estimate of $1.88 [4] - Crude Oil production was reported at 3,787.00 MBBL, slightly below the estimate of 3,823.16 MBBL, with average sales prices at $63.64, close to the estimate of $63.83 [4] - Total production reached 7,215.00 MBOE, surpassing the estimate of 6,980.37 MBOE [4] Income Breakdown - Natural Gas Income was reported at $10 million, significantly lower than the estimate of $20.61 million, but showed a year-over-year increase of +774.9% [4] - Natural Gas Liquids Income was $36 million, exceeding the estimate of $29.34 million, with a year-over-year increase of +79.9% [4] - Oil income was $241 million, slightly below the estimate of $242.18 million, reflecting a +24% year-over-year change [4] - Lease bonus income was reported at $10 million, significantly higher than the estimate of $1.2 million [4] - Royalty income was $287 million, slightly below the estimate of $292.64 million, with a year-over-year increase of +33.2% [4] Stock Performance - Viper Energy's shares have returned -3.8% over the past month, while the Zacks S&P 500 composite increased by +0.6%, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]

Core Insights - DXC Technology Company reported $3.16 billion in revenue for the quarter ended June 2025, reflecting a year-over-year decline of 2.4% [1] - The earnings per share (EPS) for the same period was $0.68, down from $0.74 a year ago, but exceeded the consensus EPS estimate of $0.64 by 6.25% [1] - The reported revenue surpassed the Zacks Consensus Estimate of $3.07 billion by 2.92% [1] Revenue Performance - Total revenues experienced a year-over-year change of -2.4%, which was better than the three-analyst average estimate of -5.1% [4] - Global Infrastructure Services (GIS) revenues were reported at $1.6 billion, showing a year-over-year change of +2.6%, compared to the three-analyst average estimate of $1.47 billion [4] - The year-over-year change for GIS was -3.5%, which also outperformed the average estimate of -6.1% based on three analysts [4] Stock Performance - Shares of DXC Technology have returned -14% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance against the broader market in the near term [3]

Core Insights - Curbline Properties reported revenue of $41.4 million for the quarter ended June 2025, showing no change from the same period last year, with an EPS of $0.26 compared to $0 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $38.37 million by 7.9%, and the EPS also surpassed the consensus estimate of $0.24 by 8.33% [1] Revenue Breakdown - Rental income was reported at $41.1 million, exceeding the average estimate of $37.64 million from three analysts [4] - Other income was reported at $0.3 million, which was below the average estimate of $0.52 million from two analysts [4] Stock Performance - Curbline's shares returned +0.6% over the past month, while the Zacks S&P 500 composite increased by +3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Group 1 - Tenable reported $247.3 million in revenue for the quarter ended June 2025, an 11.8% year-over-year increase, with EPS of $0.34 compared to $0.31 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $241.89 million by 2.23%, and the EPS surpassed the consensus estimate of $0.30 by 13.33% [1] - The calculated current billings were $238.59 million, slightly above the average estimate of $237.55 million by analysts [4] Group 2 - Subscription revenue was reported at $228.03 million, exceeding the average estimate of $223.27 million, representing a 12.6% year-over-year change [4] - Revenue from professional services and other was $7.85 million, surpassing the average estimate of $7.13 million, with a year-over-year increase of 17.4% [4] - Revenue from perpetual license and maintenance was $11.41 million, matching the average estimate, but reflecting a 5% year-over-year decline [4] Group 3 - Tenable's shares returned -2% over the past month, while the Zacks S&P 500 composite increased by 3.4% [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 - Antero Midstream Corporation reported a revenue of $305.47 million for the quarter ended June 2025, marking a year-over-year increase of 13.2% and an EPS of $0.26 compared to $0.18 a year ago, exceeding the Zacks Consensus Estimate of $291.85 million by 4.67% [1] - The company demonstrated an EPS surprise of 8.33%, with the consensus EPS estimate being $0.24 [1] Financial Performance - Average Daily Volumes for Low Pressure Gathering were 3460 million cubic feet per day, surpassing the estimated 3410.81 million cubic feet per day [4] - Average Daily Volumes for Fresh Water Delivery reached 98 million barrels of oil per day, exceeding the estimated 94.95 million barrels of oil per day [4] - Average Daily Volumes for High Pressure Gathering were 3221 million cubic feet per day, compared to the estimated 3068.88 million cubic feet per day [4] - Average Daily Volumes for Compression stood at 3447 million cubic feet per day, above the estimated 3316.06 million cubic feet per day [4] Revenue Breakdown - Revenues from Gathering and Processing for Antero Resources were $248.9 million, exceeding the estimated $241.11 million, representing an 8.7% year-over-year change [4] - Revenues from Water Handling for Antero Resources were $73.77 million, compared to the average estimate of $64.46 million, reflecting a year-over-year increase of 27.1% [4] - Revenues from Water Handling were reported at $65.84 million, surpassing the average estimate of $53.63 million, indicating a 12.6% year-over-year change [4] - Revenues from Gathering and Processing were $239.63 million, compared to the average estimate of $233.03 million [4] Stock Performance - Antero Midstream shares have returned -6.6% over the past month, while the Zacks S&P 500 composite has changed by +3.4% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]