Core Insights - Cactus, Inc. reported a revenue of $263.95 million for the quarter ended September 2025, reflecting a 10% decrease year-over-year, while EPS was $0.67 compared to $0.79 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate by 3.86%, and the EPS surpassed the consensus estimate by 15.52% [1] Financial Performance Metrics - Revenue from Spoolable Technologies was $95.24 million, exceeding the average estimate of $87.43 million, but showing a year-over-year decline of 11.9% [4] - Revenue from Pressure Control was $168.71 million, slightly above the average estimate of $167.51 million, with a year-over-year decrease of 8.9% [4] - Operating income for Pressure Control was reported at $44.52 million, surpassing the average estimate of $38.96 million [4] - Corporate and other expenses resulted in an operating loss of $9.1 million, worse than the average estimate of a loss of $7.36 million [4] - Operating income for Spoolable Technologies was $25.81 million, exceeding the average estimate of $21.72 million [4] Stock Performance - Cactus shares have returned -0.2% over the past month, contrasting with the Zacks S&P 500 composite's increase of 3.8% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Viewpoint - Oracle's stock dropped by 4.2% following a "sell" rating from Rothschild & Co Redburn [1] - Transocean's shares plummeted by 16.5% after announcing a plan to issue 125 million shares at $3.05 each, significantly below the previous closing price of $3.64 [1] - Lululemon's stock fell by 2% after Needham downgraded its rating from "buy" to "hold" [1] - Intel's stock rose over 5% as the company plans to increase prices for its "Raptor Lake" processors by more than 10% in Q4 [1] Company Summaries - **Oracle**: Experienced a 4.2% decline in stock price due to a negative rating from Rothschild & Co Redburn [1] - **Transocean**: Stock fell 16.5% after announcing a share issuance plan at a price lower than the recent closing price [1] - **Lululemon**: Saw a 2% decrease in stock value following a downgrade from Needham [1] - **Intel**: Stock increased by over 5% with plans to raise prices for its processors in the upcoming quarter [1]

Core Insights - Helmerich & Payne reported $1.02 billion in revenue for the quarter ended March 2025, marking a year-over-year increase of 47.7% [1] - The company's EPS for the same period was $0.02, a significant decrease from $0.86 a year ago, indicating a -96.92% surprise compared to the consensus estimate of $0.65 [1] Financial Performance - The reported revenue exceeded the Zacks Consensus Estimate of $992.67 million by +2.35% [1] - Operating Revenues for International Solutions reached $247.91 million, surpassing the average estimate of $180.77 million, representing a year-over-year change of +440.4% [4] - Operating Revenues for North America Solutions were $599.69 million, slightly below the average estimate of $572.80 million, reflecting a -2.2% year-over-year change [4] - Operating Revenues from Drilling services amounted to $1.01 billion, exceeding the average estimate of $982.62 million, with a year-over-year increase of +47.8% [4] Rig Metrics - Average active rigs in North America Solutions were reported at 149, slightly above the estimated 148 [4] - The number of available rigs in North America Solutions at the end of the period was 224, compared to the estimated 226 [4] - In International Solutions, the number of available rigs was 153, significantly higher than the estimated 111 [4] - Average active rigs in International Solutions were 69, compared to the estimated 47 [4] Market Performance - Helmerich & Payne's shares have returned -4.8% over the past month, contrasting with the Zacks S&P 500 composite's +3.8% 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]