For the quarter ended October 2025, Walmart (WMT) reported revenue of $179.5 billion, up 5.8% over the same period last year. EPS came in at $0.62, compared to $0.58 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $177.14 billion, representing a surprise of +1.33%. The company delivered an EPS surprise of +1.64%, with the consensus EPS estimate being $0.61.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

Sweetgreen, Inc. (SG) reported $172.39 million in revenue for the quarter ended September 2025, representing a year-over-year decline of 0.6%. EPS of -$0.27 for the same period compares to -$0.18 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $180.01 million, representing a surprise of -4.23%. The company delivered an EPS surprise of -50%, with the consensus EPS estimate being -$0.18.While investors scrutinize revenue and earnings changes year-over-year and how they compare with ...

Core Insights - Aveanna Healthcare reported $621.94 million in revenue for the quarter ended September 2025, marking a year-over-year increase of 22.2% and an EPS of $0.15 compared to $0.02 a year ago, exceeding the Zacks Consensus Estimate of $0 million and showing an EPS surprise of +87.5% [1] Financial Performance Metrics - Aveanna's shares have returned +2.9% over the past month, outperforming the Zacks S&P 500 composite's +1.3% change, with a Zacks Rank 1 (Strong Buy) indicating potential for further outperformance in the near term [3] - Key metrics for Aveanna include: - Hours - PDS: 11,822.00 hours versus 11,102.22 hours estimated by two analysts on average - Revenue rate - MS: $495.43 million versus $489.43 million estimated by two analysts on average - Unique patients served (UPS) - MS: 91 versus the two-analyst average estimate of 92 - Revenue rate - PDS: $43.51 million compared to the $42.62 million average estimate based on two analysts - Revenue - PDS: $514.43 million versus the three-analyst average estimate of $473.17 million, representing a year-over-year change of +25.6% - Revenue - MS: $45.08 million versus the three-analyst average estimate of $44.63 million, representing a year-over-year change of -0.5% - Revenue - HHH: $62.43 million compared to the $59.35 million average estimate based on three analysts, representing a change of +15.3% year over year [5]

Core Insights - Gogo reported a revenue of $223.59 million for the quarter ended September 2025, marking a significant increase of 122.4% year-over-year, and an EPS of $0.10, slightly down from $0.12 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate by 0.2%, while the EPS surpassed the consensus estimate by 42.86% [1] Financial Performance - Total ATG units online reached 6,529, slightly below the average estimate of 6,655 from three analysts [4] - Gogo sold 437 ATG units, exceeding the average estimate of 261 units [4] - Average monthly connectivity service revenue per aircraft online was $3,407, lower than the average estimate of $3,510.15 [4] - Service revenue was reported at $189.96 million, which is a 132.1% increase compared to the year-ago quarter, but below the estimated $192.16 million [4] - Equipment revenue stood at $33.63 million, surpassing the estimated $30.98 million, reflecting an 80.1% year-over-year increase [4] Stock Performance - Gogo's shares have declined by 4.6% over the past month, contrasting with a 1.3% increase 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 - Bunge Global reported a revenue of $22.16 billion for the quarter ended September 2025, reflecting a year-over-year increase of 71.6% but falling short of the Zacks Consensus Estimate by 16.55% [1] - The company's EPS was $2.27, slightly down from $2.29 in the same quarter last year, with a positive surprise of 1.79% compared to the consensus estimate of $2.23 [1] Financial Performance - The revenue surprise was significant, with actual revenue being $22.16 billion against an expected $26.55 billion [1] - Key metrics showed mixed results, with grain merchandising and milling volume at $24.08 billion, below the average estimate of $29.13 billion [4] - Adjusted EBIT for soybean processing and refining was $478 million, slightly above the estimate of $470.1 million, while softseed processing and refining significantly outperformed expectations with $275 million against an estimate of $113.9 million [4] - Corporate and other adjusted EBIT reported a loss of $167 million, worse than the expected loss of $150.38 million [4] Stock Performance - Bunge Global's shares have returned +11.8% over the past month, outperforming the Zacks S&P 500 composite, which saw a +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 - 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 - Monolithic Power (MPWR) reported revenue of $737.18 million for the quarter ended September 2025, reflecting an 18.9% increase year-over-year and a 2.25% surprise over the Zacks Consensus Estimate of $720.95 million [1] - The earnings per share (EPS) for the quarter was $4.73, up from $4.06 in the same quarter last year, with a surprise of 2.38% over the consensus estimate of $4.62 [1] Revenue by End Market - Storage and Computing: Revenue of $186.57 million, a 29.6% increase year-over-year, but below the estimated $189.26 million [4] - Communications: Revenue of $79.87 million, an 11.1% year-over-year increase, exceeding the estimated $79.37 million [4] - Automotive: Revenue of $151.54 million, a 36.1% year-over-year increase, below the estimated $156.42 million [4] - Enterprise Data: Revenue of $191.48 million, a 3.8% year-over-year increase, surpassing the estimated $181.07 million [4] - Industrial: Revenue of $55.32 million, a 25.6% year-over-year increase, exceeding the estimated $49.59 million [4] - Consumer: Revenue of $72.4 million, a 12.4% year-over-year increase, above the estimated $65.46 million [4] Stock Performance - Monolithic's shares have returned +19.5% over the past month, significantly outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Lincoln National (LNC) reported $4.78 billion in revenue for Q3 2025, a year-over-year increase of 3.9% [1] - The EPS for the quarter was $2.04, slightly down from $2.06 a year ago, with a surprise of +10.87% compared to the consensus estimate of $1.84 [1] - The revenue fell short of the Zacks Consensus Estimate of $4.8 billion, resulting in a surprise of -0.45% [1] Financial Performance Metrics - Loss Ratio for Group Protection was 68.3%, better than the average estimate of 71.4% [4] - Net Flows for Annuities were reported at $-1.14 billion, compared to the average estimate of $-1.4 billion [4] - Net Flows for Life Insurance were $1.66 billion, significantly higher than the average estimate of $671.25 million [4] - Net Flows for Retirement Plan Services reached $755 million, exceeding the average estimate of $135.64 million [4] - Fee income revenues were $1.38 billion, slightly below the average estimate of $1.42 billion, representing a year-over-year change of +2.4% [4] - Insurance premiums revenues were $1.64 billion, compared to the average estimate of $1.67 billion, with a year-over-year change of +1.4% [4] - Net investment income was reported at $1.54 billion, surpassing the average estimate of $1.45 billion, reflecting a +9.4% change year-over-year [4] - Retirement Plan Services Fee income was $77 million, slightly below the average estimate of $78.54 million, with a +4.1% year-over-year change [4] - Retirement Plan Services Net investment income was $257 million, in line with the average estimate of $256.62 million, showing a +1.6% change year-over-year [4] - Other revenues for Retirement Plan Services were $9 million, exceeding the average estimate of $6.33 million, with a year-over-year change of +12.5% [4] - Life Insurance premiums were $260 million, below the average estimate of $274.47 million, reflecting a -9.1% change year-over-year [4] - Life Insurance Fee income was $683 million, compared to the average estimate of $720.71 million, with a year-over-year change of +1.6% [4] Stock Performance - Lincoln National's shares returned -0.2% over the past month, while the Zacks S&P 500 composite increased by +3.6% [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 - Integra LifeSciences reported revenue of $402.06 million for Q3 2025, a year-over-year increase of 5.6% and an EPS of $0.54 compared to $0.41 a year ago, indicating positive growth in earnings [1] - The reported revenue fell short of the Zacks Consensus Estimate of $414.8 million, resulting in a surprise of -3.07%, while the EPS exceeded expectations by +25.58% [1] Revenue Breakdown - Organic revenue growth was reported at 5%, below the four-analyst average estimate of 8.5% [4] - Codman Specialty Surgical revenue totaled $292.58 million, compared to the estimated $300.46 million, reflecting an 8.1% year-over-year increase [4] - Tissue Technologies revenue was $109.48 million, below the estimated $114.4 million, showing a slight decline of -0.5% year-over-year [4] - Within Tissue Technologies, Wound Reconstruction and Care generated $83.99 million, slightly below the $84.83 million estimate, marking a +4.4% year-over-year change [4] - Private Label revenue was reported at $25.49 million, significantly lower than the $29.58 million estimate, representing a -13.9% year-over-year decline [4] Stock Performance - Shares of Integra have returned +4.8% over the past month, outperforming the Zacks S&P 500 composite's +3.6% 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 - OPKO Health reported revenue of $151.7 million for the quarter ended September 2025, a decrease of 12.6% year-over-year, and EPS remained unchanged at $0.03 compared to the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $157.11 million, resulting in a surprise of -3.44%, while the EPS exceeded expectations with a surprise of +250% against a consensus estimate of -$0.02 [1] Revenue Breakdown - Revenue from services was $95.2 million, below the average estimate of $96.86 million, reflecting a year-over-year decline of 21.5% [4] - Revenue from the transfer of intellectual property and other sources reached $18.8 million, slightly above the estimated $18.46 million, marking a significant increase of 42.4% year-over-year [4] - Revenue from products totaled $37.7 million, which was lower than the average estimate of $41.79 million, indicating a year-over-year decrease of 3.6% [4] Stock Performance - Over the past month, OPKO Health's shares have returned -7.1%, contrasting with the Zacks S&P 500 composite's increase of +3.8% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]