Latest Stories
CNM Q3 Deep Dive: Margins Hold Amid Mixed End Market Signals, Municipal Strength Offsets Residential Softness
Water and fire protection solutions company Core & Main (NYSE:CNM) met Wall Streets revenue expectations in Q3 CY2025, with sales up 1.2% year on year to $2.06 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $7.65 billion at the midpoint. Its non-GAAP profit of $0.72 per share was 1.8% above analysts’ consensus estimates.
GIII Q3 Deep Dive: Owned Brands and Direct-to-Consumer Offset Wholesale Headwinds
Fashion conglomerate G-III (NASDAQ:GIII) fell short of the markets revenue expectations in Q3 CY2025, with sales falling 9% year on year to $988.6 million. The company’s full-year revenue guidance of $2.98 billion at the midpoint came in 1.3% below analysts’ estimates. Its non-GAAP profit of $1.90 per share was 17.9% above analysts’ consensus estimates.
TOL Q3 Deep Dive: Luxury Buyer Resilience Offsets Housing Affordability Pressures
Homebuilding company Toll Brothers (NYSE:TOL) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 2.7% year on year to $3.42 billion. Its non-GAAP profit of $4.58 per share was 6.1% below analysts’ consensus estimates.
PLAY Q3 Deep Dive: Dave & Buster's Refocuses on Core Offerings Amid Sales Decline
Arcade company Dave & Buster’s (NASDAQ:PLAY) fell short of the markets revenue expectations in Q3 CY2025, with sales falling 1.1% year on year to $448.2 million. Its non-GAAP loss of $1.14 per share was 9.3% below analysts’ consensus estimates.
CBRL Q3 Deep Dive: Menu Changes and Cost Controls Amid Traffic Declines
Restaurant company Cracker Barrel (NASDAQ:CBRL) met Wall Streets revenue expectations in Q3 CY2025, but sales fell by 5.7% year on year to $797.2 million. On the other hand, the company’s full-year revenue guidance of $3.25 billion at the midpoint came in 3.7% below analysts’ estimates. Its non-GAAP loss of $0.74 per share was 1.8% below analysts’ consensus estimates.
Stocks making big moves yesterday: Uber, Revolve, Advance Auto Parts, CarGurus, and F5
Check out the companies making headlines yesterday:
Chewy (NYSE:CHWY) Surprises With Q3 CY2025 Sales
E-commerce pet food and supplies retailer Chewy (NYSE:CHWY) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 8.3% year on year to $3.12 billion. Its non-GAAP profit of $0.32 per share was 5.4% above analysts’ consensus estimates.
REV Group (NYSE:REVG) Reports Strong Q3 CY2025
Speciality vehicle provider REV (NYSE:REVG) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 11.1% year on year to $664.4 million. Its non-GAAP profit of $0.83 per share was 6.4% above analysts’ consensus estimates.
Photronics (NASDAQ:PLAB) Q3: Strong Sales, Stock Jumps 11.5%
Semiconductor photomask manufacturer Photronics (NASDAQ:PLAB) beat Wall Street’s revenue expectations in Q3 CY2025, but sales fell by 3.1% year on year to $215.8 million. On top of that, next quarter’s revenue guidance ($221 million at the midpoint) was surprisingly good and 6.7% above what analysts were expecting. Its non-GAAP profit of $0.60 per share was 34.8% above analysts’ consensus estimates.
5 Insightful Analyst Questions From nCino’s Q3 Earnings Call
nCino’s third quarter was marked by revenue and non-GAAP profitability that exceeded analysts’ expectations, yet the market responded negatively, reflecting concerns highlighted by management about near-term headwinds and competitive pressures. CEO Sean Desmond pointed to strong momentum in AI adoption and platform expansion across customer segments, but also noted that discretionary spending by financial institutions remains constrained, driving a shift toward more targeted, efficiency-focused technology investments. Desmond emphasized, “Banks remain very aggressive on their tech investment with AI driving the narrative,” while acknowledging that shifts in customer purchasing patterns require continued operational discipline.