Market Signal Briefing

For the quarter ended September 2025, Hexcel (HXL - Free Report) reported revenue of $456.2 million, down 0.1% over the same period last year. EPS came in at $0.37, compared to $0.47 in the year-ago quarter.

The reported revenue represents a surprise of +1.57% over the Zacks Consensus Estimate of $449.17 million. With the consensus EPS estimate being $0.38, the EPS surprise was -2.63%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Hexcel performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Net Sales- Commercial Aerospace- Composite Materials: $230.6 million versus $242.52 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -7.9% change.Net Sales- Defense, Space & Other- Composite Materials: $132.6 million versus $106.54 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +54.4% change.Net Sales- Commercial Aerospace- Engineered Products: $43.6 million versus the three-analyst average estimate of $45.87 million. The reported number represents a year-over-year change of -4.4%.Net Sales- Engineered products: $94.4 million versus the three-analyst average estimate of $94.99 million. The reported number represents a year-over-year change of +6.1%.Net Sales- Defense, Space & Other- Engineered Products: $49.4 million versus the three-analyst average estimate of $49.12 million. The reported number represents a year-over-year change of +16.8%.Net Sales- Composite Materials: $382.1 million versus the three-analyst average estimate of $349.06 million. The reported number represents a year-over-year change of -2.1%.Net Sales- Defense, Space & Other- Total: $182 million versus the two-analyst average estimate of $152.25 million. The reported number represents a year-over-year change of +42%.Net Sales- Commercial Aerospace- Total: $274.2 million compared to the $290.9 million average estimate based on two analysts. The reported number represents a change of -7.3% year over year.Operating income- Composite Materials: $39.9 million compared to the $42.25 million average estimate based on three analysts.Operating income- Corporate & Other: $-17.5 million versus $-18 million estimated by three analysts on average.Operating income- Engineered Products: $13.6 million compared to the $8.31 million average estimate based on three analysts.View all Key Company Metrics for Hexcel here>>>

Shares of Hexcel have returned +3.6% over the past month versus the Zacks S&P 500 composite's +1.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

SEI Investments (SEIC - Free Report) reported $578.51 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 7.7%. EPS of $1.30 for the same period compares to $1.19 a year ago.

The reported revenue represents a surprise of -0.17% over the Zacks Consensus Estimate of $579.5 million. With the consensus EPS estimate being $1.25, the EPS surprise was +4%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how SEI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Assets under management - Investments in New Business: $3.24 billion compared to the $3.29 billion average estimate based on six analysts.Assets under management - Investment Advisors: $88.64 billion versus the six-analyst average estimate of $86.94 billion.Assets under management - Private Banks: $31.21 billion versus $31.17 billion estimated by six analysts on average.Assets under management - Institutional Investors: $84.26 billion compared to the $84.63 billion average estimate based on six analysts.Assets under management - LSV - Equity and Fixed Income programs: $95.8 billion compared to the $93.64 billion average estimate based on six analysts.Revenue- Investment Advisors: $147.47 million versus $143.82 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +16.3% change.Revenue- Investment Managers: $207.05 million versus the five-analyst average estimate of $204.78 million. The reported number represents a year-over-year change of +12.2%.Revenue- Private Banks: $143.99 million versus $145.32 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +3.8% change.Revenue- Investments in New Business: $8.18 million compared to the $13.51 million average estimate based on five analysts. The reported number represents a change of -47.6% year over year.Revenue- Institutional Investors: $71.83 million versus $72.05 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +0.3% change.Revenue- Information processing and software servicing fees: $116.55 million versus $122.9 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.7% change.Revenue- Asset management, administration and distribution fees: $461.96 million versus $461.68 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9% change.View all Key Company Metrics for SEI here>>>

Shares of SEI have returned -4.3% over the past month versus the Zacks S&P 500 composite's +1.1% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

Southwest Airlines (LUV - Free Report) reported $6.95 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 1.2%. EPS of $0.11 for the same period compares to $0.15 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $6.97 billion, representing a surprise of -0.29%. The company delivered an EPS surprise of +1000%, with the consensus EPS estimate being $0.01.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Southwest performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Load factor: 79.8% versus 80.4% estimated by five analysts on average.Revenue passenger miles (RPMs): 36.36 billion versus 36.47 billion estimated by four analysts on average.Available seat miles (ASMs): 45.57 billion versus the four-analyst average estimate of 45.3 billion.Passenger revenue per ASM (PRASM): 13.85 cents compared to the 13.93 cents average estimate based on four analysts.CASM, excluding Fuel and oil expense, special items, and profit sharing expense: 12.21 cents versus 12.41 cents estimated by four analysts on average.Revenue Per Available Seat Mile (RASM): 15.25 cents versus the four-analyst average estimate of 15.34 cents.Fuel costs per gallon, including fuel tax: 2.40 $/gal versus 2.34 $/gal estimated by three analysts on average.Fuel consumed: 554.00 Mgal versus 545.02 Mgal estimated by three analysts on average.CASM, excluding Fuel and oil expense and special items: 12.24 cents versus the three-analyst average estimate of 12.44 cents.Operating Revenues- Passenger [$M]: $6.31 billion versus $6.28 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +1% change.Operating Revenues- Other: $594 million versus the five-analyst average estimate of $632.82 million. The reported number represents a year-over-year change of +3%.Operating Revenues- Freight [$M]: $42 million versus $47.5 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -2.3% change.View all Key Company Metrics for Southwest here>>>

Shares of Southwest have returned +4% over the past month versus the Zacks S&P 500 composite's +1.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

For the quarter ended September 2025, Equity Lifestyle Properties (ELS - Free Report) reported revenue of $393.31 million, up 1.6% over the same period last year. EPS came in at $0.75, compared to $0.44 in the year-ago quarter.

The reported revenue represents a surprise of -1.35% over the Zacks Consensus Estimate of $398.7 million. With the consensus EPS estimate being $0.75, the company has not delivered EPS surprise.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Equity Lifestyle Properties performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenues- Interest income: $2.77 million versus the two-analyst average estimate of $2.31 million. The reported number represents a year-over-year change of +14%.Revenues- Annual membership subscriptions: $17.87 million compared to the $17.03 million average estimate based on two analysts. The reported number represents a change of +6.9% year over year.Revenues- Income from other investments, net: $1.97 million compared to the $2.25 million average estimate based on two analysts. The reported number represents a change of -10% year over year.Revenues- Rental income: $327.44 million versus $322.65 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.1% change.Revenues- Other income: $15.22 million compared to the $17.58 million average estimate based on two analysts. The reported number represents a change of -7.4% year over year.Revenues- Membership upgrade sales current period, gross: $3.12 million versus $4.24 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -69% change.Net Earnings Per Share (Diluted): $0.50 compared to the $0.47 average estimate based on two analysts.View all Key Company Metrics for Equity Lifestyle Properties here>>>

Shares of Equity Lifestyle Properties have returned +4.3% over the past month versus the Zacks S&P 500 composite's +1.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

For the quarter ended September 2025, First Internet Bancorp (INBK - Free Report) reported revenue of $32.81 million, down 2.9% over the same period last year. EPS came in at -$1.43, compared to $0.80 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $44.1 million, representing a surprise of -25.61%. The company delivered an EPS surprise of -316.67%, with the consensus EPS estimate being $0.66.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how First Internet performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Net Interest Margin: 2% versus the two-analyst average estimate of 2.3%.Net Interest Income: $30.35 million versus the two-analyst average estimate of $31.42 million.Net Interest Income (FTE): $31.51 million compared to the $32.61 million average estimate based on two analysts.View all Key Company Metrics for First Internet here>>>

Shares of First Internet have returned -9.6% over the past month versus the Zacks S&P 500 composite's +1.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

LOS ANGELES--(BUSINESS WIRE)--The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Vera Bradley, Inc. (“Vera Bradley” or “the Company”) (NASDAQ: VRA) for violations of the securities laws.

The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Vera Bradley announced its financial results for Q1 of 2026 on June 11, 2025. The Company’s CEO admitted, "Our first quarter results were disappointing as top line and profitability trends from the previous several quarters continued." Based on this news, shares of Vera Bradley fell by 19% on the same day.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

Century Communities, Inc. (NYSE:CCS) Q3 2025 Earnings Call October 22, 2025 5:00 PM EDT

Company Participants

Tyler Langton - Senior Vice President of Investor Relations
Dale Francescon - Executive Chairman
Robert Francescon - CEO, President & Director
John Dixon - Chief Financial Officer

Conference Call Participants

Alexander Rygiel - Texas Capital Securities, Research Division
Rohit Seth - B. Riley Securities, Inc., Research Division
Natalie Kulasekere - Zelman & Associates LLC
Andrew Azzi - JPMorgan Chase & Co, Research Division

Presentation

Operator

Good afternoon, ladies and gentlemen. Welcome to the Century Communities Third Quarter 2025 Earnings Conference Call. [Operator Instructions] This call is being recorded on Wednesday, October 22, 2025.

I would now like to turn the conference over to Tyler Langton. Please go ahead.

Tyler Langton
Senior Vice President of Investor Relations

Good afternoon. Thank you for joining us today for Century Communities Earnings Conference Call for the Third Quarter 2025. Before the call begins, I would like to remind everyone that certain statements made during this call may constitute forward-looking statements. These statements are based on management's current expectations and are subject to a number of risks and uncertainties that could cause actual results to differ materially from those described or implied in the forward-looking statements. Certain of these risks and uncertainties can be found under the heading Risk Factors in the company's latest 10-K as supplemented by our latest 10-Q and other SEC filings. We undertake no duty to update our forward-looking statements. Additionally, certain non-GAAP financial measures will be discussed on this conference call. The company's presentation of this information is not intended to be considered in isolation or as a substitute for the financial information presented in accordance with GAAP.

Hosting the call today are Dale Francescon, Executive Chairman; Rob Francescon, Chief Executive Officer and President; and Scott Dixon, Chief Financial Officer. Following today's prepared remarks, we

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Shareholders should contact the firm immediately as there may be limited time to enforce your rights.

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Alphabet Inc. (NASDAQ: GOOG) breached their fiduciary duties to shareholders.

If you currently own Alphabet stock and acquired shares on or before February 4, 2020, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected]. Our firm would handle the action on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.

Why Your Participation Matters:

Shareholder involvement can help improve a company’s policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.

Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.

Attorney Advertising. Prior results do not guarantee a similar outcome.

More News From Halper Sadeh LLC

Back to Newsroom

By

PYMNTS
 | 
October 22, 2025

 | 

Highlights

LendingClub’s loan originations rose 37% year over year to $2.6 billion, the highest level in three years, driven by strong consumer demand and investor appetite.

Marketplace revenue climbed 75% to $108 million as improved loan sale pricing, strong credit performance, and lower benchmark rates boosted noninterest income.

LevelUp checking continues to gain traction, with a sevenfold increase in new accounts and nearly 60% of openings coming from borrowers, signaling deeper ecosystem engagement.

LendingClub’s third quarter results, released after the market closed Wednesday (Oct. 22), detailed double-digit growth in loan originations and a surge in new account openings tied to its LevelUp checking offering.

The company materials indicated that loan origination growth stood at 37% to $2.6 billion, at the highest level in three years. Revenues of $266 million gained 32% year over year.

During the conference call with analysts, CEO Scott Sanborn said that the loan growth reflected “strong demand from both consumers and loan investors, and our increased marketing efforts,” adding that marketplace revenues were up 75% [to $108 million], and the structured certificate sales topped $1 billion.

LevelUp Momentum
In discussing LevelUp checking, he said that “members are responding positively, with a 7x increase in account openings over our prior checking product. In a recent survey, 84% of respondents said they were more likely to consider a LendingClub Corporation loan given the offer of 2% cash back for on-time payments through LevelUp checking. And what’s really encouraging is that nearly 60% of new accounts being opened are being opened by borrowers.”  The digital efforts, Sanborn said, have led to a nearly 50% increase in monthly app logins from borrowers, “and with that engagement, an increasing portion of our repeat loan issuance is now coming through the app.”

CFO Drew LaBenne said, “Leveraging one of the benefits of being a bank, we grew our held-for-sale extended seasoning portfolio to over $1.2 billion, consistent with our strategy to grow our balance sheet.

“We continue to see healthy deposit trends, and total deposits ended the quarter at $9.4 billion, a slight decrease from last year. The change was primarily attributable to a $100 million decrease in brokered deposits, which was mostly offset by an increase in relationship deposits.” 

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The LevelUp savings product has logged $3 billion in balances, and represented the bulk of deposit growth thus far into 2025. Overall net charge-offs improved modestly to 2.9% as credit trends modernize.

During the question and answer sessions with analysts, Sanborn said, “When the interest rate environment shifted, we were competing more with banks and less with FinTechs. I’d say now we’re competing a bit more with FinTechs and a little bit less with some of the banks, but it’s … certainly not affecting our underwriting standards. We are absolutely in this for the long game.”

Asked about the appetite for loans bought by investors, the CFO said that “I’d say the appetite is still very strong. I don’t think there’s any fade on the appetite at all … for the various vehicles that are out there, whether it’s a structured product, the rated product, or  whole loans.”

And in discussing credit metrics, Sanborn said that “in our portfolio, given how we’re underwriting today … there’s talk about [pressures on] consumers earning less than $50k a year. I think that represents 5% of our originations right now. … Same thing with student loans. As you know, we’ve restricted underwriting to that group.”

Shares were up 7% in after-hours trading on Wednesday.

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) Q3 2025 Earnings Call October 22, 2025 4:30 PM EDT

Company Participants

Brad Stewart - Treasurer & Senior VP of Investor Relations
Adam Miller - CEO & Director
Andrew Hess - Chief Financial Officer

Conference Call Participants

Scott Group - Wolfe Research, LLC
Richa Harnain
Ariel Rosa - Citigroup Inc., Research Division
Ken Hoexter - BofA Securities, Research Division
Jonathan Chappell - Evercore ISI Institutional Equities, Research Division
Ravi Shanker - Morgan Stanley, Research Division
Thomas Wadewitz - UBS Investment Bank, Research Division
Reed Seay - Stephens Inc., Research Division

Presentation

Operator

Good afternoon. My name is Ina, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Knight-Swift Transportation Third Quarter 2025 Earnings Call. [Operator Instructions]

Speakers from today's call will be Adam Miller, Chief Executive Officer; Andrew Hess, Chief Financial Officer; and Mr. Brad Stewart, Treasurer and Senior VP of Investor Relations.

Mr. Stewart, the meeting is now yours.

Brad Stewart
Treasurer & Senior VP of Investor Relations

Thank you, Ina. Good afternoon, everyone, and thank you for joining our third quarter 2025 earnings call. Today, we plan to discuss topics related to the results of the quarter, current market conditions and our earnings guidance. We have slides to accompany this call, which are posted on our investor website. Our call is scheduled to last one hour. Following our commentary, we will answer questions related to these topics. In order to get to as many participants as possible, we limit the questions to one per participant. If you have a question, a second question, please feel free to get back in the queue. We will answer as many questions as time allows. If we are not able to get to your question due to time restrictions, you may call (602) 606-6349.

To

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Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Shareholders should contact the firm immediately as there may be limited time to enforce your rights.

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of United Natural Foods, Inc. (NYSE: UNFI) breached their fiduciary duties to shareholders.

If you currently own United Natural stock and acquired shares on or before December 8, 2021, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected]. Our firm would handle the action on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.

Why Your Participation Matters:

Shareholder involvement can help improve a company’s policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.

Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.

Attorney Advertising. Prior results do not guarantee a similar outcome.

More News From Halper Sadeh LLC

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DocuSign (DOCU - Free Report) closed the most recent trading day at $70.56, moving -2.6% from the previous trading session. The stock trailed the S&P 500, which registered a daily loss of 0.53%. At the same time, the Dow lost 0.71%, and the tech-heavy Nasdaq lost 0.93%.

The stock of provider of electronic signature technology has fallen by 14.59% in the past month, lagging the Computer and Technology sector's gain of 1.25% and the S&P 500's gain of 1.13%.

The upcoming earnings release of DocuSign will be of great interest to investors. The company is expected to report EPS of $0.92, up 2.22% from the prior-year quarter. Alongside, our most recent consensus estimate is anticipating revenue of $806.13 million, indicating a 6.8% upward movement from the same quarter last year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $3.69 per share and a revenue of $3.2 billion, indicating changes of +3.94% and +7.34%, respectively, from the former year.

Investors might also notice recent changes to analyst estimates for DocuSign. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 2.13% higher. DocuSign is currently sporting a Zacks Rank of #1 (Strong Buy).

Looking at its valuation, DocuSign is holding a Forward P/E ratio of 19.63. This valuation marks a discount compared to its industry average Forward P/E of 29.31.

One should further note that DOCU currently holds a PEG ratio of 1.33. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. By the end of yesterday's trading, the Internet - Software industry had an average PEG ratio of 2.1.

The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 71, placing it within the top 29% of over 250 industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

Commvault Systems (CVLT - Free Report) closed at $170.06 in the latest trading session, marking a -2.76% move from the prior day. This change lagged the S&P 500's daily loss of 0.53%. On the other hand, the Dow registered a loss of 0.71%, and the technology-centric Nasdaq decreased by 0.93%.

The data-management software company's stock has dropped by 8.81% in the past month, falling short of the Computer and Technology sector's gain of 1.25% and the S&P 500's gain of 1.13%.

The upcoming earnings release of Commvault Systems will be of great interest to investors. The company's earnings report is expected on October 28, 2025. On that day, Commvault Systems is projected to report earnings of $0.94 per share, which would represent year-over-year growth of 13.25%. Alongside, our most recent consensus estimate is anticipating revenue of $273.48 million, indicating a 17.23% upward movement from the same quarter last year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $4.14 per share and a revenue of $1.16 billion, indicating changes of +13.42% and +16.94%, respectively, from the former year.

Investors might also notice recent changes to analyst estimates for Commvault Systems. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, there's been a 1.26% rise in the Zacks Consensus EPS estimate. As of now, Commvault Systems holds a Zacks Rank of #1 (Strong Buy).

In terms of valuation, Commvault Systems is presently being traded at a Forward P/E ratio of 42.26. For comparison, its industry has an average Forward P/E of 28.81, which means Commvault Systems is trading at a premium to the group.

The Computer - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 145, placing it within the bottom 42% of over 250 industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.

Cava Group (CAVA - Free Report) closed the most recent trading day at $64.35, moving -1.71% from the previous trading session. This change lagged the S&P 500's 0.53% loss on the day. Elsewhere, the Dow saw a downswing of 0.71%, while the tech-heavy Nasdaq depreciated by 0.93%.

The Mediterranean restaurant chain's stock has climbed by 0.51% in the past month, exceeding the Retail-Wholesale sector's loss of 2.98% and lagging the S&P 500's gain of 1.13%.

Market participants will be closely following the financial results of Cava Group in its upcoming release. The company plans to announce its earnings on November 4, 2025. On that day, Cava Group is projected to report earnings of $0.13 per share, which would represent a year-over-year decline of 13.33%. Meanwhile, our latest consensus estimate is calling for revenue of $293.48 million, up 20.37% from the prior-year quarter.

For the full year, the Zacks Consensus Estimates project earnings of $0.54 per share and a revenue of $1.18 billion, demonstrating changes of +28.57% and +22.53%, respectively, from the preceding year.

It's also important for investors to be aware of any recent modifications to analyst estimates for Cava Group. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 2.81% decrease. Currently, Cava Group is carrying a Zacks Rank of #4 (Sell).

Looking at valuation, Cava Group is presently trading at a Forward P/E ratio of 120.29. This indicates a premium in contrast to its industry's Forward P/E of 22.97.

Investors should also note that CAVA has a PEG ratio of 3.37 right now. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Retail - Restaurants industry had an average PEG ratio of 2.3 as trading concluded yesterday.

The Retail - Restaurants industry is part of the Retail-Wholesale sector. Currently, this industry holds a Zacks Industry Rank of 221, positioning it in the bottom 11% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.

Southern Copper (SCCO - Free Report) closed at $126.92 in the latest trading session, marking a -1.09% move from the prior day. The stock trailed the S&P 500, which registered a daily loss of 0.53%. On the other hand, the Dow registered a loss of 0.71%, and the technology-centric Nasdaq decreased by 0.93%.

Coming into today, shares of the miner had gained 16.38% in the past month. In that same time, the Basic Materials sector lost 3.28%, while the S&P 500 gained 1.13%.

The investment community will be paying close attention to the earnings performance of Southern Copper in its upcoming release. It is anticipated that the company will report an EPS of $1.16, marking a 0.87% rise compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $3.04 billion, indicating a 3.72% increase compared to the same quarter of the previous year.

For the full year, the Zacks Consensus Estimates project earnings of $4.87 per share and a revenue of $12.45 billion, demonstrating changes of +12.47% and +8.9%, respectively, from the preceding year.

Investors should also note any recent changes to analyst estimates for Southern Copper. These revisions help to show the ever-changing nature of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 3.13% higher. Southern Copper presently features a Zacks Rank of #2 (Buy).

Valuation is also important, so investors should note that Southern Copper has a Forward P/E ratio of 26.35 right now. This represents a discount compared to its industry average Forward P/E of 26.89.

One should further note that SCCO currently holds a PEG ratio of 1.23. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Mining - Non Ferrous industry had an average PEG ratio of 0.97 as trading concluded yesterday.

The Mining - Non Ferrous industry is part of the Basic Materials sector. With its current Zacks Industry Rank of 17, this industry ranks in the top 7% of all industries, numbering over 250.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.

Sprouts Farmers (SFM - Free Report) ended the recent trading session at $108.10, demonstrating a -1.76% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily loss of 0.53%. At the same time, the Dow lost 0.71%, and the tech-heavy Nasdaq lost 0.93%.

Shares of the natural and organic food retailer have depreciated by 7.82% over the course of the past month, underperforming the Retail-Wholesale sector's loss of 2.98%, and the S&P 500's gain of 1.13%.

Investors will be eagerly watching for the performance of Sprouts Farmers in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on October 29, 2025. In that report, analysts expect Sprouts Farmers to post earnings of $1.17 per share. This would mark year-over-year growth of 28.57%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $2.23 billion, up 14.78% from the year-ago period.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $5.32 per share and a revenue of $8.93 billion, signifying shifts of +41.87% and +15.66%, respectively, from the last year.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Sprouts Farmers. Such recent modifications usually signify the changing landscape of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Sprouts Farmers is currently sporting a Zacks Rank of #3 (Hold).

In terms of valuation, Sprouts Farmers is currently trading at a Forward P/E ratio of 20.7. This valuation marks a premium compared to its industry average Forward P/E of 20.5.

One should further note that SFM currently holds a PEG ratio of 1.24. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Food - Natural Foods Products industry had an average PEG ratio of 1.19 as trading concluded yesterday.

The Food - Natural Foods Products industry is part of the Retail-Wholesale sector. Currently, this industry holds a Zacks Industry Rank of 96, positioning it in the top 39% of all 250+ industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

Plug Power (PLUG - Free Report) closed the most recent trading day at $2.92, moving -6.41% from the previous trading session. The stock trailed the S&P 500, which registered a daily loss of 0.53%. Meanwhile, the Dow experienced a drop of 0.71%, and the technology-dominated Nasdaq saw a decrease of 0.93%.

Heading into today, shares of the alternative energy company had gained 23.32% over the past month, outpacing the Computer and Technology sector's gain of 1.25% and the S&P 500's gain of 1.13%.

Market participants will be closely following the financial results of Plug Power in its upcoming release. The company is expected to report EPS of -$0.13, up 48% from the prior-year quarter. Our most recent consensus estimate is calling for quarterly revenue of $183.01 million, up 5.34% from the year-ago period.

PLUG's full-year Zacks Consensus Estimates are calling for earnings of -$0.62 per share and revenue of $707.52 million. These results would represent year-over-year changes of +76.87% and +12.52%, respectively.

Investors should also take note of any recent adjustments to analyst estimates for Plug Power. Such recent modifications usually signify the changing landscape of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 2.36% upward. Right now, Plug Power possesses a Zacks Rank of #2 (Buy).

The Electronics - Miscellaneous Products industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 51, which puts it in the top 21% of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.

In the latest trading session, Occidental Petroleum (OXY - Free Report) closed at $41.80, marking a +2.18% move from the previous day. The stock exceeded the S&P 500, which registered a loss of 0.53% for the day. Meanwhile, the Dow lost 0.71%, and the Nasdaq, a tech-heavy index, lost 0.93%.

The oil and gas exploration and production company's shares have seen a decrease of 11.87% over the last month, not keeping up with the Oils-Energy sector's loss of 1.42% and the S&P 500's gain of 1.13%.

The investment community will be paying close attention to the earnings performance of Occidental Petroleum in its upcoming release. The company is slated to reveal its earnings on November 10, 2025. The company's upcoming EPS is projected at $0.48, signifying a 52.00% drop compared to the same quarter of the previous year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $6.72 billion, down 6.04% from the year-ago period.

OXY's full-year Zacks Consensus Estimates are calling for earnings of $2.24 per share and revenue of $26.64 billion. These results would represent year-over-year changes of -35.26% and -0.89%, respectively.

Investors should also pay attention to any latest changes in analyst estimates for Occidental Petroleum. These revisions help to show the ever-changing nature of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 1.11% lower. Occidental Petroleum is currently sporting a Zacks Rank of #3 (Hold).

With respect to valuation, Occidental Petroleum is currently being traded at a Forward P/E ratio of 18.27. Its industry sports an average Forward P/E of 15.31, so one might conclude that Occidental Petroleum is trading at a premium comparatively.

The Oil and Gas - Integrated - United States industry is part of the Oils-Energy sector. This industry currently has a Zacks Industry Rank of 226, which puts it in the bottom 9% of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.

October 22, 2025 6:52 PM EDT | Source: Pelangio Exploration Inc.
Toronto, Ontario--(Newsfile Corp. - October 22, 2025) - Pelangio Exploration Inc. (TSXV: PX) (OTC Pink: PGXPF) ("Pelangio" or the "Company") is pleased to announce that it has closed the second and final tranche (the "Final Tranche") of the non-brokered private placement first announced on September 22, 2025 (the "Private Placement") and increased to $4,500,000 on September 24, 2025. The first tranche raised gross proceeds of $3,462,600 from the issuance of 19,236,668 units (the "Units") at a price of $0.18 per Unit. This Final Tranche raised gross proceeds of $1,037,399.76 from the issuance of 5,763,332 Units at a price of $0.18 per Unit.

In connection with the Final Tranche, each Unit consisted of one common share of the Company (a "Common Share") and one half of one Common Share purchase warrant ("Warrant"). Each whole Warrant entitles the holder to purchase one Common Share at a price of $0.31 until October 9, 2027.

The Company paid finder's fees to securities dealers totaling $453,396.32 in cash and issued non-transferable finders warrants (the "Finder's Warrants") entitling such finders to purchase up to an aggregate of 2,371,130 Common Shares at a price of $0.18 per Common Share until October 9, 2027. All finder's fees are subject to compliance with applicable securities legislation and TSX Venture Exchange policies. All securities issued in the Final Tranche are subject to statutory four month hold periods and, in respect of Insiders, also the TSX Venture Exchange Hold Period, expiring on February 23, 2026. The Private Placement remains subject to obtaining final approval of the TSX Venture Exchange.

Certain insiders of the Company participated in the Private Placement by purchasing 702,832 Units in the Final Tranche, constituting a "related party transaction" as defined under Multilateral Instrument 61-101 - Protection of Minority Security Holders in Special Transactions ("MI 61-101"). The Company was exempt from the formal valuation and minority approval requirements of MI 61-101 pursuant to the exemptions contained in sections 5.5(a) and 5.7(1)(a) of MI 61-101 in respect of such insider participation, based on a determination that fair market value of the participation in the Offering by insiders will not exceed 25% of the market capitalization of the Company, as determined in accordance with MI 61-101.

The securities offered have not been registered under the U.S. Securities Act of 1933, as amended, and may not be offered or sold in the United States absent registration or an applicable exemption from the registration requirements. This press release shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of the securities in any jurisdictions in which such offer, solicitation or sale would be unlawful. Any offering made will be pursuant to available prospectus exemptions and restricted to persons to whom the securities may be sold in accordance with the laws of such jurisdictions, and by persons permitted to sell the securities in accordance with the laws of such jurisdictions.

About Pelangio

Pelangio acquires and explores world-class land packages on strategic gold belts in Ghana, West Africa and Canada. In Ghana, the Company is exploring its two 100% owned, camp-sized properties: the 100 km2 Manfo property, the site of eight near-surface gold discoveries, and the 284 km2 Obuasi property, located four km on strike and adjacent to AngloGold Ashanti's prolific high-grade Obuasi Mine, as well as its Dankran property located adjacent to its Obuasi property. See www.pelangio.com for further details on all Pelangio's properties.

For additional information, please visit us at our website at www.pelangio.com, or contact Ingrid Hibbard, President and CEO

Forward-Looking Statements

Certain statements herein may contain forward-looking statements and forward-looking information within the meaning of applicable securities laws. Forward-looking statements or information appear in a number of places and can be identified by the use of words such as "plans", "expects" or "does not expect", "is expected", "budget", "scheduled", "estimates", "forecasts", "intends", "anticipates" or "does not anticipate" or "believes" or variations of such words and phrases or statements that certain actions, events or results "may", "could", "would", "might" or "will" be taken, occur or be achieved. Forward-looking statements and information include statements regarding the Company's exploration plans. With respect to forward-looking statements and information contained herein, we have made numerous assumptions, including assumptions about the state of the equity markets. Such forward-looking statements and information are subject to risks, uncertainties and other factors which may cause the Company's actual results, performance or achievements, or industry results, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statement or information. Such risks include the ability of the Company to conduct our exploration programs as planned, changes in equity markets, share price volatility, volatility of global and local economic climate, gold price volatility, political developments in Ghana, increases in costs, exchange rate fluctuations, speculative nature of gold exploration and other risks involved in the gold exploration industry. See the Company's annual and quarterly financial statements and management's discussion and analysis for additional information on risks and uncertainties relating to the forward-looking statement and information. There can be no assurance that a forward-looking statement or information referenced herein will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements or information. Also, many of the factors are beyond the control of the Company. Accordingly, readers should not place undue reliance on forward-looking statements or information. We undertake no obligation to reissue or update any forward-looking statements or information except as required by law. All forward-looking statements and information herein are qualified by this cautionary statement.

Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

THIS NEWS RELEASE IS INTENDED FOR DISTRIBUTION IN CANADA ONLY AND IS NOT INTENDED FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR DISSEMINATION IN THE UNITED STATES.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/271545

Daniel Baker
CEO, President & Director

Good afternoon, and welcome to the NVE Corporation Conference Call for the quarter ended September 30, 2025. The I'm Dan Baker, NVE's President and CEO.

I'm joined by Daniel Nelson, our Principal Financial Officer; and Pete Eames, Vice President of Advanced Technology.

This call is being webcast live by YouTube and Amazon Chime and being recorded. A replay will be available through our website, nve.com, and our YouTube channel, youtube.com/nvecorporation. [Operator Instructions]

After my opening comments, Daniel Nelson will present our financial results. Pete will cover new products in R&D I'll cover the business, and then we'll open the call to questions. We issued our press release with financial results and filed our quarterly report on Form 10-Q in the past hour following the close of market. Links to the press release and 10-Q are available through our website, the SEC's website and X, formerly known as Twitter.

Please refer to the safe harbor statement on your screen. Comments we may make that relate to future plans, events, financial results or performance are forward-looking statements that are subject to certain risks and uncertainties, including, among others, such factors as uncertainties related to the economic environments in the industries we serve, risks and uncertainties related to future sales and revenue, and risks and uncertainties related to tariffs, customs duties and other trade barriers as well as the risk factors listed from time to time in our filings with the SEC, including our annual report on Form 10-K for the year ended March 31, 2025.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Equity Lifestyle Properties (ELS - Free Report) came out with quarterly funds from operations (FFO) of $0.75 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.72 per share a year ago. These figures are adjusted for non-recurring items.

A quarter ago, it was expected that this resort community operator would post FFO of $0.69 per share when it actually produced FFO of $0.69, delivering no surprise.

Over the last four quarters, the company has not been able to surpass consensus FFO estimates.

Equity Lifestyle Properties, which belongs to the Zacks REIT and Equity Trust - Residential industry, posted revenues of $393.31 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.35%. This compares to year-ago revenues of $387.26 million. The company has not been able to beat consensus revenue estimates over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call.

Equity Lifestyle Properties shares have lost about 5.5% since the beginning of the year versus the S&P 500's gain of 14.5%.

What's Next for Equity Lifestyle Properties?While Equity Lifestyle Properties has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's FFO outlook. Not only does this include current consensus FFO expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Equity Lifestyle Properties was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $0.80 on $384.99 million in revenues for the coming quarter and $3.06 on $1.55 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Residential is currently in the bottom 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Armada Hoffler Properties (AHH - Free Report) , another stock in the same industry, has yet to report results for the quarter ended September 2025. The results are expected to be released on November 3.

This real estate company is expected to post quarterly earnings of $0.26 per share in its upcoming report, which represents a year-over-year change of -25.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Armada Hoffler Properties' revenues are expected to be $67.52 million, down 1.6% from the year-ago quarter.

Selective Insurance (SIGI - Free Report) came out with quarterly earnings of $1.75 per share, missing the Zacks Consensus Estimate of $1.84 per share. This compares to earnings of $1.4 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -4.89%. A quarter ago, it was expected that this insurance holding company would post earnings of $1.55 per share when it actually produced earnings of $1.31, delivering a surprise of -15.48%.

Over the last four quarters, the company has not been able to surpass consensus EPS estimates.

Selective Insurance, which belongs to the Zacks Insurance - Property and Casualty industry, posted revenues of $1.35 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.42%. This compares to year-ago revenues of $1.24 billion. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Selective Insurance shares have lost about 10.2% since the beginning of the year versus the S&P 500's gain of 14.5%.

What's Next for Selective Insurance?While Selective Insurance has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Selective Insurance was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.17 on $1.37 billion in revenues for the coming quarter and $7.06 on $5.33 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Insurance - Property and Casualty is currently in the top 19% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

HCI Group (HCI - Free Report) , another stock in the same industry, has yet to report results for the quarter ended September 2025.

This property and casualty insurance holding company is expected to post quarterly earnings of $2.35 per share in its upcoming report, which represents a year-over-year change of +400%. The consensus EPS estimate for the quarter has been revised 0.2% higher over the last 30 days to the current level.

HCI Group's revenues are expected to be $224.86 million, up 28.3% from the year-ago quarter.

Reckoner Capital Management announced the launch of the Reckoner BBB-B CLO ETF (RCLO) on the NYSE Arca today. The fund debuted with more than $27 million in assets under management.

According to the fund’s prospectus, RCLO aims to generate income while seeking to preserve capital. It primarily invests in a diversified portfolio of Collateralized Loan Obligation bonds rated BBB- and BB.

When speaking about the launch, John Kim, Reckoner’s co-founder and CEO, noted that demand for CLO-focused ETFs remains strong, particularly among investors seeking yield and diversification beyond traditional fixed income.

RCLO carries an expense ratio of 0.50% and is actively managed by Kim alongside Tim Wickstrom and Jared Finsterbusch, who serve as portfolio managers. 

See More: ETF 360: Reckoner’s John Kim on CLOs

From AAA to BB
RCLO follows the July debut of Reckoner’s first ETF, the Reckoner Yield Enhanced AAA CLO ETF (RAAA), formerly known as Reckoner Leveraged AAA CLO ETF, which focuses on the highest-rated portion of the CLO capital structure.

“While most inflows have been directed to the AAA space, BBB- and BB-rated CLOs offer a higher yield than AAA CLOs while still outperforming other credit assets with similar ratings in terms of loss experience,” says Kim. “We expect to see more investor interest in these mezzanine tranches as the market continues to develop.”

Reckoner Capital was founded in early 2025 with backing from private equity firm RedBird Capital Partners. It has positioned itself as a specialist in structured products, particularly CLOs. While CLOs are a longstanding part of institutional fixed income portfolios, they’ve historically been less accessible to retail investors. ETFs like RCLO aim to bridge that gap, offering exposure to structured credit in a liquid, exchange-traded wrapper.

For more news, information, and strategy, visit ETF Trends.

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