Sun Communities (SUI) reported $515.2 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 30.9%. EPS of $1.40 for the same period compares to -$1.77 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $504.26 million, representing a surprise of +2.17%. The company delivered an EPS surprise of +2.47%, with the consensus EPS estimate being $1.37.While investors scrutinize revenue and earnings changes year-over-year and how they compare with ...

Core Insights - Amentum Holdings reported a revenue of $3.24 billion for the quarter ended December 2025, reflecting a 5.2% decline year-over-year and a revenue surprise of -2.98% compared to the Zacks Consensus Estimate of $3.34 billion. The EPS was $0.54, slightly up from $0.51 in the previous year, with an EPS surprise of +1.89% against the consensus estimate of $0.53 [1]. Financial Performance - Revenue from Global Engineering Solutions (GES) was $1.9 billion, falling short of the average estimate of $2.04 billion from three analysts [4]. - Revenue from Digital Solutions (DS) reached $1.34 billion, exceeding the average estimate of $1.27 billion from three analysts [4]. - Adjusted EBITDA for GES was reported at $160 million, slightly above the average estimate of $157.08 million from two analysts [4]. - Adjusted EBITDA for DS was $103 million, surpassing the average estimate of $99.45 million from two analysts [4]. Stock Performance - Amentum's shares have returned +11.6% over the past month, contrasting with a -0.2% 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 - Peloton reported revenue of $656.5 million for the quarter ended December 2025, reflecting a year-over-year decline of 2.6% and an EPS of -$0.09 compared to -$0.24 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $672.68 million, resulting in a surprise of -2.41%, while the EPS surprise was -31.2% against a consensus estimate of -$0.07 [1] Financial Performance Metrics - Ending Paid Connected Fitness Subscriptions remained stable at 2.66 million, matching the average estimate by analysts [4] - Ending Paid App Subscriptions were reported at 522,000, below the average estimate of 552,508 [4] - Average Net Monthly Paid Connected Fitness Subscription Churn was 1.9%, consistent with analyst estimates [4] - Subscription revenues totaled $412.6 million, slightly below the average estimate of $418.68 million, marking a year-over-year decline of 1.9% [4] - Revenues from Connected Fitness Products were $243.9 million, falling short of the estimated $253.07 million, representing a year-over-year decline of 3.8% [4] - Gross profit from Subscription services was $297.3 million, exceeding the average estimate of $289.57 million [4] - Gross profit from Connected Fitness Products was $34 million, slightly above the average estimate of $33.86 million [4] Stock Performance - Peloton shares have returned -10.5% over the past month, contrasting with the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - Danaher reported revenue of $6.84 billion for the quarter ended December 2025, reflecting a year-over-year increase of 4.6% and a surprise of +0.64% over the Zacks Consensus Estimate of $6.79 billion [1] - The company's EPS for the quarter was $2.23, up from $2.14 in the same quarter last year, with an EPS surprise of +0.68% compared to the consensus estimate of $2.22 [1] Financial Performance Metrics - Organic sales growth was 2.5%, exceeding the average estimate of 1.8% from six analysts [4] - Total sales in the Biotechnology segment reached $2.03 billion, slightly above the five-analyst average estimate of $2.02 billion, representing a year-over-year increase of +8.8% [4] - Total sales in the Diagnostics segment were $2.72 billion, surpassing the estimated $2.7 billion, with a year-over-year change of +3.2% [4] - Life Sciences segment sales amounted to $2.09 billion, compared to the average estimate of $2.06 billion, reflecting a +2.6% year-over-year change [4] - Operating profit in the Biotechnology segment was $540 million, exceeding the estimated $535.78 million [4] - Operating profit for Diagnostics was $713 million, above the average estimate of $690.13 million [4] - Life Sciences operating profit reached $336 million, significantly higher than the average estimate of $258.78 million [4] - The stock has returned +2.2% over the past month, outperforming the Zacks S&P 500 composite's +0.8% change, and currently holds a Zacks Rank 2 (Buy) [3]

Core Insights - Pebblebrook Hotel reported revenue of $398.72 million for the quarter ended September 2025, reflecting a 1.4% decrease year-over-year and a revenue surprise of -0.48% compared to the Zacks Consensus Estimate of $400.64 million [1] - The company's EPS for the quarter was $0.51, an increase from $0.24 in the same quarter last year, resulting in an EPS surprise of +2% against the consensus estimate of $0.50 [1] Financial Performance Metrics - Same-Property RevPAR growth rate was -1.5%, better than the average estimate of -2.3% from three analysts [4] - Total Guest Rooms stood at 11,937, slightly above the average estimate of 11,925 from two analysts [4] - Food and beverage revenues were reported at $96.24 million, slightly below the estimated $96.46 million, but showing a year-over-year increase of +0.3% [4] - Other operating revenues reached $47.87 million, exceeding the average estimate of $45.9 million, with a year-over-year increase of +4.6% [4] - Room revenues were reported at $254.61 million, lower than the estimated $258.29 million, representing a year-over-year decline of -3.1% [4] - Net Earnings Per Share (Diluted) was reported at -$0.37, compared to the estimated $0.00 from four analysts [4] Stock Performance - Pebblebrook Hotel's shares have returned -3.4% over the past month, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

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 - UDR reported revenue of $423 million for the quarter ended June 2025, reflecting a 2.3% increase year-over-year and a slight surprise of +0.18% over the Zacks Consensus Estimate of $422.24 million [1] - The earnings per share (EPS) for the quarter was $0.64, significantly higher than $0.08 in the same quarter last year, with an EPS surprise of +3.23% compared to the consensus estimate of $0.62 [1] Financial Performance Metrics - Weighted Average Physical Occupancy was reported at 96.7%, slightly below the average estimate of 96.9% from four analysts [4] - Rental income was $423 million, exceeding the average estimate of $422.15 million from seven analysts, marking a year-over-year increase of +2.3% [4] - Joint venture management and other fees amounted to $2.4 million, surpassing the average estimate of $2.16 million from six analysts, representing a significant year-over-year increase of +20.4% [4] - Net Earnings Per Share (Diluted) was reported at $0.11, slightly below the average estimate of $0.12 from seven analysts [4] Stock Performance - UDR shares have returned -0.6% over the past month, contrasting with the Zacks S&P 500 composite's +3.4% 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 - 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]