It has been about a month since the last earnings report for Cracker Barrel Old Country Store (CBRL) . Shares have added about 1.4% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Cracker Barrel due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the import ...

Core Insights - CRISPR Therapeutics AG reported a narrower-than-expected loss in Q3 2025, with a loss of $1.17 per share compared to the Zacks Consensus Estimate of a loss of $1.32 [2] - Total revenues for the quarter were $0.9 million, significantly missing the consensus estimate of $6.7 million, although this was an increase from $0.6 million in the same quarter last year [3] Financial Performance - Research and development (R&D) expenses decreased by 28% year-over-year to $58.9 million, attributed to reduced manufacturing and employee-related costs [4] - General and administrative expenses fell by 3% year-over-year to $16.9 million [4] - Net collaboration expenses rose to $57.1 million from $11.2 million in the year-ago period, primarily due to reaching a deferral limit on costs related to the Casgevy program [5] Market Sentiment - There has been an upward trend in estimates for CRISPR Therapeutics, with the consensus estimate shifting by 6.45% in the past month [6] - The stock currently holds a Zacks Rank of 3 (Hold), indicating expectations for an in-line return in the coming months [8] Industry Comparison - CRISPR Therapeutics operates within the Zacks Medical - Biomedical and Genetics industry, where Acadia Pharmaceuticals has seen a 13.4% gain over the past month [9] - Acadia reported revenues of $278.63 million for the last quarter, reflecting a year-over-year increase of 11.3% [10]

Core Viewpoint - Avanos Medical reported a mixed performance in its Q3 2025 earnings, with adjusted EPS beating estimates but showing a significant year-over-year decline, while revenues increased modestly, driven by growth in its Specialty Nutrition Systems and Pain Management segments [2][3][14]. Financial Performance - Adjusted EPS for Q3 2025 was 22 cents, down 38.9% year over year, but exceeded the Zacks Consensus Estimate of 16 cents by 37.5% [2] - Revenues reached $177.8 million, reflecting a 4.3% increase year over year and surpassing the Zacks Consensus Estimate by 6.9% [3] - GAAP loss per share was 3 cents compared to an EPS of 12 cents in the prior year [2] Segment Analysis - The Pain Management and Recovery (PM&R) segment generated revenues of $59 million, up 2.1% year over year, slightly above projections [5] - The Specialty Nutrition Systems (SNS) segment reported revenues of $114 million, a 16.1% increase year over year, driven by strong demand in enteral feeding and neonate solutions [7] - The Corporate and Other segment's revenues fell to $4.8 million, down 66.7% year over year, impacted by the divestiture of the Hyaluronic Acid product line [8][9] Margin and Expense Analysis - Adjusted gross profit declined 4.7% year over year to $97.4 million, with adjusted gross margin contracting 390 basis points to 55.7% [11] - Selling and general expenses increased by 3.2% year over year to $83.5 million, while research and development expenses decreased by 7.9% to $5.8 million [11] Financial Position - Cash and cash equivalents at the end of Q3 2025 were $70.5 million, down from $90.3 million at the end of Q2 2025 [13] - Total debt decreased to $102.8 million from $105.1 million in the previous quarter [13] Guidance and Outlook - The company raised its 2025 sales outlook to a range of $690-$700 million, up from $665-$685 million previously [14] - Adjusted EPS guidance for 2025 was increased to between 85 and 95 cents, compared to the previous range of 75 to 95 cents [14] Industry Comparison - Avanos Medical's stock has underperformed, declining 33.1% year-to-date, while the broader S&P 500 has increased by 16.7% [4] - In contrast, TransMedics, a competitor in the same industry, reported a 32.2% year-over-year revenue increase and a significant EPS growth, indicating stronger performance within the sector [18][19]

Core Viewpoint - Viper Energy Partners reported better-than-expected Q3 2025 earnings, but the overall performance shows signs of potential challenges ahead due to declining realized prices and rising expenses [2][4][14]. Financial Performance - Adjusted EPS for Q3 2025 was 40 cents, beating the Zacks Consensus Estimate of 38 cents but down from 49 cents a year ago [2]. - Operating income reached $418 million, exceeding the Zacks Consensus Estimate of $403 million and significantly up from $211 million in the prior year [3]. - Total expenses surged to $594 million, compared to $75 million in the same quarter last year, and above the estimate of $245.8 million [9]. Production Metrics - Total production was 10,015 thousand oil-equivalent barrels (MBoe), up from 4,542 MBoe a year ago, surpassing the estimate of 9,709 MBoe [5]. - Oil production increased to 5,160 thousand barrels (MBbls) from 2,482 MBbls year-over-year, exceeding the estimate of 5,054 MBbls [5]. - Natural gas production rose to 14,655 million cubic feet (MMcf) from 6,150 MMcf in the same period last year [6]. Realized Prices - Average realized price per barrel of oil equivalent was $39.24, down from $45.83 in Q3 2024, and slightly below the estimate of $39.76 [7]. - Average realized oil price was $64.34 per barrel, down from $75.24 a year ago but above the estimate of $60.50 [7]. - Natural gas price was $1.02 per thousand cubic feet, significantly up from $0.13 a year ago, but below the estimate of $1.90 [8]. Cash Flow and Balance Sheet - Net cash provided by operating activities was $281 million, an increase from $203 million in Q3 2024 [11]. - As of September 30, 2025, cash and cash equivalents stood at $53 million, with net long-term debt reported at $2,241 million [12]. Guidance - Production for Q4 2025 is projected to be between 124-128 Mboe/d, with full-year 2025 net production expected in the range of 92.75-93.50 Mboe/d [13]. Market Sentiment - There has been a downward trend in estimates, with the consensus estimate shifting down by 8.12% [14]. - Viper Energy currently holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [16].

Core Insights - Range Resources reported strong Q3 2025 earnings, with adjusted earnings of 57 cents per share, surpassing the Zacks Consensus Estimate of 50 cents and improving from 48 cents in the prior year [2] - Total revenues for the quarter reached $717.6 million, exceeding the Zacks Consensus Estimate of $691 million and up from $680.2 million year-over-year [2] Operational Performance - Average production was 2,227.8 million cubic feet equivalent per day (Mcfe/d), slightly higher than the previous year's 2,204.5 Mcfe/d but below the projected 2,256.4 Mcfe/d [4] - Natural gas constituted approximately 69% of total production, with a 2% year-over-year increase, while oil production decreased by 7% and NGL output fell by 1% [4] Price Realization - Total price realization averaged $2.98 per Mcfe, a 13% increase year-over-year, and higher than the estimated $2.95 per Mcfe [5] - Natural gas prices rose by 51% year-over-year to $2.56 per Mcf, while NGL and oil prices fell by 15% to $22.09 per barrel and $54.25 per barrel, respectively [5] Costs & Expenses - Total costs and expenses increased by 3% year-over-year to $565.2 million, slightly below the expected $566.6 million [6] - Transportation, gathering, processing, and compression costs decreased to $301 million from $306 million in the prior year, while depreciation, depletion, and amortization expenses rose to $93.8 million from $91.1 million [6] Capital Expenditure & Balance Sheet - Drilling and completion expenditures totaled $165 million, with an additional $16 million on acreage and $9 million on infrastructure and upgrades [7] - Total debt at the end of Q3 was reported at $1,216.8 million, net of deferred financing costs [7] Outlook - Range Resources updated its total production forecast for 2025 to approximately 2.23 billion cubic feet equivalent per day, with over 30% attributed to liquids production [8] - The capital budget for the year is expected to be between $650 million and $680 million [8] Estimate Trends - Since the earnings release, there has been a downward trend in fresh estimates, with the consensus estimate shifting down by 8.61% [9][10] - Range Resources currently holds a Zacks Rank 3 (Hold), indicating an expectation of in-line returns in the coming months [12] Industry Performance - Range Resources is part of the Zacks Oil and Gas - Exploration and Production - United States industry, where EQT Corporation has seen a 13.9% gain over the past month [13] - EQT reported revenues of $1.75 billion for the last quarter, reflecting a year-over-year increase of 26.7%, with an EPS of $0.52 compared to $0.12 a year ago [14]

Core Viewpoint - Alkermes reported strong Q3 earnings and raised its 2025 revenue guidance, despite a recent decline in share price and downward estimate revisions from analysts [2][11][13]. Financial Performance - Alkermes reported earnings from continuing operations of 49 cents per share for Q3 2025, exceeding the Zacks Consensus Estimate of 42 cents and up from 56 cents per share in the same quarter last year [2]. - Total revenues for Q3 reached $394.2 million, a 4% increase year-over-year, significantly surpassing the Zacks Consensus Estimate of $355.7 million [3]. - Sales from proprietary products grew 16% year-over-year to $317.4 million, driven by strong demand for Vivitrol, Aristada, and Lybalvi, exceeding management's expectations of $280-$300 million [5]. Product Sales Breakdown - Vivitrol sales increased 7% year-over-year to $121.1 million, beating the Zacks Consensus Estimate of $112.1 million [6]. - Aristada sales rose 16% year-over-year to $98.1 million, surpassing the Zacks Consensus Estimate of $87 million [7]. - Lybalvi generated sales of $98.2 million, up 32% year-over-year, exceeding the Zacks Consensus Estimate of $87.1 million [8]. Revenue Sources - Alkermes' revenue includes net sales from proprietary products and manufacturing/royalty revenues from partnered products [4]. - Manufacturing and royalty revenues decreased approximately 27% year-over-year to $76.8 million, with specific contributions from Biogen's Vumerity and other products [9]. Expense Overview - Research and development expenses totaled $81.7 million, a 36% increase year-over-year, primarily due to ongoing studies on alixorexton [9]. - Selling, general, and administrative expenses reached $171.8 million, up 14% year-over-year, attributed to the expansion of the psychiatry field organization and increased promotional activities for Lybalvi [10]. 2025 Guidance - Alkermes raised its 2025 revenue guidance to a range of $1.43-$1.49 billion, up from the previous range of $1.34-$1.43 billion [11]. - Expected net sales for Vivitrol are now $460-$470 million, Aristada $360-$370 million, and Lybalvi $340-$350 million for the full year [12]. Market Position and Outlook - Despite a recent downward trend in estimates, Alkermes holds a Zacks Rank 3 (Hold), indicating an expectation of in-line returns in the coming months [15]. - The company has a subpar Growth Score of D but a better Momentum Score of C, with an aggregate VGM Score of B, indicating a favorable position for value investors [14].

Core Viewpoint - Cheesecake Factory's recent earnings report shows mixed results, with earnings exceeding estimates while revenues fell short, leading to concerns about future performance [3][4]. Financial Performance - For Q3 fiscal 2025, Cheesecake Factory reported adjusted earnings per share (EPS) of 68 cents, surpassing the Zacks Consensus Estimate of 60 cents, and up from 58 cents in the prior year [4]. - Quarterly revenues reached $907.2 million, missing the consensus estimate of $913 million by 0.6%, but reflecting a year-over-year increase of 4.8% [4]. Comparable Sales - Comparable sales at Cheesecake Factory restaurants rose by 0.3% year-over-year, a decline from the 1.6% increase reported in the previous year [5]. - North Italia's comparable sales decreased by 3% year-over-year, contrasting with a 2% growth in the prior year [5]. Cost Structure - The cost of food and beverage as a percentage of revenues decreased by 80 basis points to 21.8% [6]. - Labor expenses as a percentage of total revenues fell by 30 basis points to 35.6% [6]. - Other operating costs increased by 50 basis points to 28.2% of total revenues, while general and administrative expenses remained flat at 6.5% [6]. Balance Sheet - As of September 30, 2025, cash and cash equivalents totaled $190 million, up from $84.2 million at the end of 2024 [7]. - Long-term debt stood at $629.2 million, an increase from $452.1 million as of December 31, 2024 [7]. - Total available liquidity was reported at $556.5 million, including an undrawn revolving credit facility [7]. Shareholder Returns - A quarterly cash dividend of 27 cents per share was declared, payable on November 25, 2025, to shareholders of record as of November 11 [8]. - During the quarter, approximately 18,900 shares were repurchased for $1.2 million [8]. Expansion Plans - In Q3 fiscal 2025, the company opened two new FRC restaurants and two Cheesecake Factory locations in Mexico under licensing agreements [10]. - For fiscal 2025, Cheesecake Factory plans to open up to 25 new restaurants, including four Cheesecake Factory units, six North Italia locations, six Flower Child restaurants, and nine FRC concepts [10]. Market Sentiment - Recent estimates for Cheesecake Factory have trended downward, with a consensus estimate shift of -11.35% [11]. - The company currently holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [13]. Industry Comparison - Within the Zacks Retail - Restaurants industry, Domino's Pizza has seen a 2.4% gain over the past month, reporting revenues of $1.15 billion for the quarter ended September 2025, reflecting a year-over-year change of +6.2% [14].

Core Insights - Avis Budget Group reported strong Q3 2025 earnings, with adjusted earnings per share of $10.11, exceeding estimates by 24.7% and increasing 52% year-over-year [2] - Revenues reached $3.5 billion, surpassing the consensus estimate by 1.1% and showing a 1.1% year-over-year growth [2] Segment Performance - Revenues from the Americas were $2.6 billion, reflecting a 1% decline from the previous year, but met estimates [3] - International revenues increased to $898 million, up 7% year-over-year, exceeding the estimate of $863.6 million [3] Profitability Metrics - Adjusted EBITDA for the company was $559 million, an 11% increase from the year-ago quarter [4] - The Americas segment reported adjusted EBITDA of $398 million, a 4% year-over-year increase, while international adjusted EBITDA was $190 million, up 37% [4] Financial Position - At the end of Q3 2025, Avis Budget had cash and cash equivalents of $564 million, up from $541 million at the end of Q2 2025 [5] - Corporate debt remained stable at $6.1 billion, and the company generated $1.4 billion in net cash from operating activities [5] Estimate Trends - Consensus estimates for the stock have trended downward, with a significant shift of -112.21% noted [6] - Avis Budget currently holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [9] VGM Scores - The company has a strong Growth Score of A, but a lower Momentum Score of D, while maintaining an overall aggregate VGM Score of A [7]

Core Viewpoint - Westinghouse Air Brake Technologies Corporation (Wabtec) reported strong third-quarter 2025 results, with both earnings and revenues exceeding estimates and showing year-over-year growth [2][3]. Financial Performance - Quarterly earnings per share reached $2.32, surpassing the Zacks Consensus Estimate of $2.23, marking a 16% year-over-year increase due to higher sales, operating margin expansion, and share repurchase benefits [3]. - Revenues totaled $2.88 billion, exceeding the Zacks Consensus Estimate of $2.86 billion, reflecting an 8.4% year-over-year growth driven by the Freight and Transit segments [3]. Segment Performance - The Freight segment reported net sales of $2.09 billion, an 8.4% increase year-over-year, supported by a 32% rise in Equipment sales and a 45.6% increase in Digital sales due to the acquisition of Inspection Technologies [4]. - The Transit segment's net sales grew 8.2% year-over-year to $793 million, bolstered by strong aftermarket and original equipment sales [5]. Operating Expenses and Financial Position - Total operating expenses rose by $64 million year-over-year to $511 million, with the operating ratio increasing to 17.7% from 16.8% [6]. - The company ended the quarter with cash and cash equivalents of $528 million, down from $1.49 billion in the previous quarter, while long-term debt increased to $5.03 billion from $4.78 billion [6]. Dividend and Guidance - Wabtec paid $43 million in dividends during the reported quarter [7]. - The company raised its 2025 adjusted EPS guidance to a range of $8.85 to $9.05, with revenues expected between $10.925 billion and $11.225 billion [8]. Market Sentiment and Estimates - Recent estimates for Wabtec have trended upward, indicating positive market sentiment [9]. - The stock currently holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [11].

Core Viewpoint - Kinder Morgan's Q3 2025 earnings met estimates, with adjusted EPS of 29 cents and total revenues of $4.15 billion, indicating a positive performance trend [2][3]. Financial Performance - Adjusted EPS for Q3 2025 was 29 cents, matching the Zacks Consensus Estimate, and increased from 25 cents year-over-year [2]. - Total revenues reached $4.15 billion, surpassing the Zacks Consensus Estimate of $4.13 billion and up from $3.70 billion in the prior-year quarter [2]. Segmental Analysis - Natural Gas Pipelines segment saw adjusted EBDA rise to $1.4 billion from $1.27 billion year-over-year, driven by higher transported and gathering volumes [4]. - Product Pipelines segment's EBDA increased to $288 million from $276 million, attributed to higher diesel fuel volumes [5]. - Terminals segment generated EBDA of $274 million, up from $267 million, with liquids utilization at 94.6% [5]. - CO2 segment's EBDA fell to $136 million from $160 million year-over-year [6]. Operational Highlights - Operations and maintenance expenses totaled $786 million, slightly down from $790 million a year ago, while total operating costs rose to $3.08 billion from $2.68 billion [7]. - Kinder Morgan reported a project backlog of $9.3 billion, with a significant portion related to natural gas projects [7]. Balance Sheet - As of September 30, 2025, Kinder Morgan had $71 million in cash and cash equivalents, with long-term debt amounting to $31.3 billion [8]. Outlook - For the year, Kinder Morgan projected net income of $2.8 billion and estimated adjusted EPS of $1.27, with a net debt-to-adjusted EBITDA ratio expected at 3.8x by the end of 2025 [9]. - Recent estimates for the stock have trended upward, indicating a promising outlook [10][12].