Core Insights - Chewy reported $3.12 billion in revenue for the quarter ended October 2025, marking an 8.3% year-over-year increase and exceeding the Zacks Consensus Estimate of $3.1 billion by 0.59% [1] - The company achieved an EPS of $0.32, up from $0.20 a year ago, surpassing the consensus EPS estimate of $0.30 by 6.67% [1] Revenue and Earnings Performance - Revenue of $3.12 billion represents an 8.3% increase year-over-year [1] - EPS increased to $0.32 from $0.20 year-over-year [1] - Chewy's stock has returned +4.7% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [3] Key Metrics - Active customers reached 21,155, slightly above the average estimate of 21,045 [4] - Net sales per active customer were $595.00, compared to the estimated $597.88 [4] - Net Sales in Consumables were $2.18 billion, exceeding the $2.16 billion estimate, reflecting a 6.5% year-over-year increase [4] - Net Sales in Other categories were $592.1 million, below the estimated $609.23 million, but showing a 10.1% year-over-year increase [4] - Net Sales in Hardgoods reached $348.6 million, surpassing the $335.8 million estimate, with a year-over-year increase of 17.6% [4]

Financial Performance and Outlook - Bristow reported LTM operating revenues of $1.2 billion as of June 30, 2023 [14] - The company projects operating revenues between $1.30 billion and $1.47 billion for 2024, representing an approximate 10% increase compared to 2023 guidance [31] - Adjusted EBITDA is projected to be in the range of $190 million to $220 million in 2024, which is more than a 25% increase compared to 2023 guidance [31] - Bristow's unrestricted cash balance was $212 million as of June 30, 2023, with total liquidity of $285.3 million [76] - Total debt was $568 million, resulting in net debt of $356 million as of June 30, 2023 [77] Business Segments and Contracts - Offshore energy services accounted for 64% of operating revenues [34] - Government services represented 26% of operating revenues [48] - Bristow was awarded a 10-year Irish Coast Guard contract worth approximately €670 million, expected to commence in October 2024 [25, 54] - The company is investing between $155 million and $165 million in the UKSAR2G contract and between $135 million and $145 million in the Irish Coast Guard contract [53, 54] Fleet and Operations - Bristow has a diverse fleet of 221 aircraft, including rotary-wing, fixed-wing, and UAS [14] - The company operates in 17 countries across 6 continents [14] - The fleet includes 67 S92 heavy helicopters and 53 AW139 medium helicopters [74]