Core Insights - FS KKR Capital reported revenue of $398 million for the quarter ended June 2025, a decrease of 9.3% year-over-year [1] - The company's EPS was -$0.60, down from $0.75 in the same quarter last year, indicating a significant decline [1] - Revenue fell short of the Zacks Consensus Estimate of $401.13 million, resulting in a surprise of -0.78% [1] - The EPS surprise was -195.24%, with the consensus estimate being $0.63 [1] Financial Performance Metrics - Investment income from fee income was $9 million, below the average estimate of $15.41 million from four analysts [4] - Dividend and other income amounted to $91 million, exceeding the average estimate of $81.05 million based on four analysts [4] - Paid-in-kind interest income was reported at $53 million, lower than the estimated $61.66 million, but showed a year-over-year increase of 23.3% [4] - Interest income reached $245 million, slightly above the average estimate of $241.38 million from three analysts [4] Stock Performance - FS KKR Capital's shares have returned -5% over the past month, contrasting with the Zacks S&P 500 composite's +0.5% 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 - CubeSmart (CUBE) reported revenue of $282.3 million for the quarter ended June 2025, reflecting a 6.1% increase year-over-year and surpassing the Zacks Consensus Estimate of $274.33 million by 2.91% [1] - The company's EPS for the quarter was $0.65, up from $0.41 in the same quarter last year, exceeding the consensus estimate of $0.63 by 3.17% [1] Financial Performance Metrics - Property management fee income was reported at $10.15 million, slightly below the estimated $10.66 million, representing a year-over-year decline of 3% [4] - Rental income reached $239.56 million, exceeding the average estimate of $233.37 million, with a year-over-year increase of 5.6% [4] - Other property-related income was $32.6 million, surpassing the estimated $29.86 million, marking a year-over-year growth of 12.6% [4] - Net Earnings Per Share (Diluted) was reported at $0.36, slightly below the estimated $0.37 [4] Stock Performance - CubeSmart's shares have returned -4.4% over the past month, contrasting with the Zacks S&P 500 composite's increase of 2.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Rexford Industrial (REXR) reported revenue of $249.51 million for the quarter ended June 2025, reflecting a 5% increase year-over-year and a surprise of +1.96% over the Zacks Consensus Estimate of $244.72 million [1] - The earnings per share (EPS) for the quarter was $0.59, compared to $0.37 in the same quarter last year, resulting in an EPS surprise of +1.72% against the consensus estimate of $0.58 [1] Revenue Breakdown - Rental revenues amounted to $241.57 million, exceeding the three-analyst average estimate of $239.56 million, with a year-over-year change of +3.7% [4] - Management and leasing services generated $0.13 million, slightly below the three-analyst average estimate of $0.14 million, showing a year-over-year decline of -15.4% [4] - Interest income reached $7.81 million, surpassing the average estimate of $5.32 million from three analysts, marking a significant year-over-year increase of +75.7% [4] Stock Performance - Over the past month, shares of Rexford Industrial have returned -0.4%, in contrast to the Zacks S&P 500 composite's +4.5% 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 - American Healthcare REIT (AHR) reported revenue of $540.6 million for Q1 2025, marking an 8.2% year-over-year increase and exceeding the Zacks Consensus Estimate of $538.59 million by 0.37% [1] - The company achieved an EPS of $0.38, a significant improvement from -$0.04 a year ago, and surpassed the consensus EPS estimate of $0.37 by 2.70% [1] Revenue Breakdown - Resident fees and services generated $497.18 million, slightly above the average estimate of $495.43 million from two analysts [4] - Real estate revenue was reported at $43.43 million, which fell short of the average estimate of $44.43 million from two analysts [4] Stock Performance - Over the past month, shares of American Healthcare REIT have returned +12.3%, outperforming the Zacks S&P 500 composite's +11.3% 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 - Planet Fitness reported revenue of $276.66 million for the quarter ended March 2025, marking an 11.6% year-over-year increase, with EPS of $0.59 compared to $0.53 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $281.54 million, resulting in a surprise of -1.73%, while the EPS also missed the consensus estimate of $0.62 by -4.84% [1] Financial Performance Metrics - Total stores at the end of the period were 2,741, slightly below the estimated 2,746 [4] - Same-store sales increased by 6.1%, exceeding the estimated 5.4% [4] - Franchisee-owned same-store sales were reported at 6.2%, also above the estimated 5.4% [4] - Corporate-owned same-store sales were 5.1%, slightly above the 5% average estimate [4] - The company opened 19 new stores, below the average estimate of 23 [4] Revenue Breakdown - National advertising fund revenue was $21.94 million, surpassing the average estimate of $21.55 million, reflecting a year-over-year change of +10.9% [4] - Franchise revenue reached $93.24 million, slightly below the average estimate of $93.54 million, with a year-over-year increase of +10.7% [4] - Equipment segment revenue was $27.81 million, exceeding the average estimate of $27.36 million, with a significant year-over-year increase of +28.7% [4] - Corporate-owned stores segment revenue was $133.67 million, below the average estimate of $136.20 million, showing a year-over-year change of +9.2% [4] - Franchise segment revenue was $115.18 million, slightly above the estimated $115.09 million, with a year-over-year increase of +10.7% [4] Stock Performance - Planet Fitness shares have returned +7.6% over the past month, compared to the Zacks S&P 500 composite's +11.3% 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 - Omega Healthcare Investors (OHI) reported revenue of $276.79 million for the quarter ended March 2025, marking a year-over-year increase of 13.8% [1] - The earnings per share (EPS) for the same period was $0.75, compared to $0.27 a year ago, indicating significant growth [1] - The reported revenue fell short of the Zacks Consensus Estimate of $291.43 million, resulting in a surprise of -5.02% [1] - The company met the consensus EPS estimate of $0.75, showing no surprise in this metric [1] Revenue Breakdown - Rental income was reported at $228.38 million, which is below the estimated $239.11 million, but represents a year-over-year increase of 12.4% [4] - Real estate tax and ground lease income was $3.80 million, compared to the estimated $4.41 million, reflecting a year-over-year increase of 2.3% [4] Stock Performance - Over the past month, shares of Omega Healthcare Investors have returned +3.1%, while the Zacks S&P 500 composite experienced a -0.7% 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 - Avnet reported $5.32 billion in revenue for the quarter ended March 2025, reflecting a year-over-year decline of 6% [1] - The EPS for the same period was $0.84, down from $1.10 a year ago, but exceeded the consensus estimate of $0.72 by 16.67% [1] - The revenue surpassed the Zacks Consensus Estimate of $5.29 billion, resulting in a surprise of +0.46% [1] Financial Performance Metrics - Farnell sales were reported at $366.70 million, exceeding the average estimate of $338.19 million, but showing a year-over-year decline of 10.1% [4] - Electronic Components sales matched the average estimate of $4.95 billion, with a year-over-year change of -5.7% [4] - Operating income for Electronic Components was $172.20 million, above the average estimate of $166.72 million [4] - Farnell's operating income was reported at $11 million, significantly higher than the estimated $4.49 million [4] - Corporate expenses showed a loss of $30.40 million, worse than the average estimate of -$24.23 million [4] Stock Performance - Avnet shares returned +7.9% over the past month, contrasting with the Zacks S&P 500 composite's -0.2% 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 - Polaris Inc reported a revenue of $1.54 billion for the quarter ended March 2025, reflecting a year-over-year decline of 11.6% and an EPS of -$0.90 compared to $0.23 a year ago, with a revenue surprise of +1.67% and an EPS surprise of +1.10% [1] Financial Performance - Revenue breakdown includes Marine sales of $115.40 million, down 6.6% year-over-year, On-Road sales of $221.80 million, down 20%, and Off-Road sales of $1.20 billion, down 10.3% [4] - Gross profit for Marine was $14.30 million, below the estimate of $19.15 million, Corporate gross profit was $3.60 million versus an estimate of $14.05 million, Off-Road gross profit was $191.40 million, exceeding the estimate of $183.52 million, and On-Road gross profit was $35.70 million, below the estimate of $52.73 million [4] Stock Performance - Shares of Polaris Inc have returned -17.6% over the past month, compared to the Zacks S&P 500 composite's -0.8% change, with a current Zacks Rank of 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - Palmer Square Capital BDC Inc. (PSBD) reported revenue of $34.87 million for the quarter ended December 2024, reflecting a 17% increase year-over-year [1] - The earnings per share (EPS) for the quarter was $0.46, down from $0.58 in the same quarter last year [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $34.89 million, resulting in a revenue surprise of -0.05% [1] - The company experienced an EPS surprise of -4.17%, with the consensus EPS estimate being $0.48 [1] Performance Metrics - Investment income from non-controlled, non-affiliated investments showed varied results: - Other income was reported at $0.28 million, below the average estimate of $0.40 million [4] - Dividend income was $0.66 million, compared to the average estimate of $0.70 million [4] - Interest income was reported at $33.25 million, slightly below the average estimate of $33.65 million [4] - Over the past month, shares of Palmer Square Capital BDC Inc. returned -1.9%, compared to a -2.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]