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Environmental solutions provider CECO Environmental (NASDAQ:CECO) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 45.8% year on year to $197.6 million. On the other hand, the company’s full-year revenue guidance of $750 million at the midpoint came in 1.1% below analysts’ estimates. Its non-GAAP profit of $0.26 per share was 4% above analysts’ consensus estimates.

Check out the companies making headlines yesterday:

Student loan servicer Navient (NASDAQ:NAVI) missed Wall Street’s revenue expectations in Q3 CY2025, with sales falling 64.4% year on year to $161 million. Its GAAP loss of $0.87 per share was significantly below analysts’ consensus estimates.

Financial regulatory software provider Donnelley Financial Solutions (NYSE:DFIN) reported Q3 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 2.3% year on year to $175.3 million. On the other hand, next quarter’s revenue guidance of $155 million was less impressive, coming in 6.3% below analysts’ estimates. Its non-GAAP profit of $0.86 per share was 50% above analysts’ consensus estimates.

Data storage manufacturer Seagate (NASDAQ:STX) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 21.3% year on year to $2.63 billion. Guidance for next quarter’s revenue was better than expected at $2.7 billion at the midpoint, 1.8% above analysts’ estimates. Its non-GAAP profit of $2.61 per share was 8.8% above analysts’ consensus estimates.

Waste management services provider Waste Management (NYSE:WM) missed Wall Street’s revenue expectations in Q3 CY2025, but sales rose 14.9% year on year to $6.44 billion. Its non-GAAP profit of $1.98 per share was 1.6% below analysts’ consensus estimates.

Home energy technology company Enphase (NASDAQ:ENPH) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 7.8% year on year to $410.4 million. On the other hand, next quarter’s revenue guidance of $330 million was less impressive, coming in 11.9% below analysts’ estimates. Its non-GAAP profit of $0.90 per share was 37.2% above analysts’ consensus estimates.

Industrial and commercial distributor Global Industrial (NYSE:GIC) fell short of the markets revenue expectations in Q3 CY2025 as sales rose 3.3% year on year to $353.6 million. Its GAAP profit of $0.48 per share was 14.3% below analysts’ consensus estimates.

Home appliances manufacturer Whirlpool (NYSE:WHR) announced better-than-expected revenue in Q3 CY2025, with sales up 1% year on year to $4.03 billion. The company’s full-year revenue guidance of $15.8 billion at the midpoint came in 1.9% above analysts’ estimates. Its non-GAAP profit of $2.09 per share was 50.3% above analysts’ consensus estimates.

Property casualty insurer Cincinnati Financial (NASDAQ:CINF) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 45.4% year on year to $3.73 billion. Its non-GAAP profit of $2.85 per share was 38.4% above analysts’ consensus estimates.

Business development company Ares Capital (NASDAQ:ARCC) beat Wall Street’s revenue expectations in Q3 CY2025, but sales were flat year on year at $782 million. Its GAAP profit of $0.57 per share decreased from $0.62 in the same quarter last year.

Financial services company Principal Financial Group (NASDAQGS:PFG) fell short of the markets revenue expectations in Q3 CY2025, but sales rose 6.1% year on year to $3.90 billion. Its non-GAAP profit of $2.10 per share was 4.5% below analysts’ consensus estimates.

Sensor manufacturer Sensata Technology (NYSE:ST) reported Q3 CY2025 results topping the market’s revenue expectations, but sales fell by 5.2% year on year to $932 million. On the other hand, next quarter’s revenue guidance of $905 million was less impressive, coming in 1.4% below analysts’ estimates. Its non-GAAP profit of $0.89 per share was 4.6% above analysts’ consensus estimates.

Rail transportation company Greenbrier (NYSE:GBX) fell short of the markets revenue expectations in Q3 CY2025, with sales falling 27.9% year on year to $759.5 million. The company’s full-year revenue guidance of $2.95 billion at the midpoint came in 6.5% below analysts’ estimates. Its GAAP profit of $1.15 per share was 2.3% below analysts’ consensus estimates.

Hotel and casino entertainment company Caesars Entertainment (NASDAQ:CZR) missed Wall Street’s revenue expectations in Q3 CY2025, with sales flat year on year at $2.87 billion. Its GAAP loss of $0.27 per share was significantly below analysts’ consensus estimates.

Healthcare services provider BrightSpring Health Services (NASDAQ:BTSG) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 14.7% year on year to $3.33 billion. The company’s full-year revenue guidance of $12.65 billion at the midpoint came in 0.9% above analysts’ estimates. Its non-GAAP profit of $0.30 per share was 13.9% above analysts’ consensus estimates.

Casino resort and entertainment company Red Rock Resorts (NASDAQ:RRR) missed Wall Street’s revenue expectations in Q3 CY2025 as sales only rose 1.6% year on year to $475.6 million. Its GAAP profit of $0.41 per share was 6.8% above analysts’ consensus estimates.

Global payments technology company Visa (NYSE:V) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 11.5% year on year to $10.72 billion. Its non-GAAP profit of $2.98 per share was in line with analysts’ consensus estimates.

Packaged foods company Kraft Heinz (NASDAQ:KHC) met Wall Streets revenue expectations in Q3 CY2025, but sales fell by 2.3% year on year to $6.24 billion. Its non-GAAP profit of $0.61 per share was 5.5% above analysts’ consensus estimates.

Freight delivery company Landstar (NASDAQ:LSTR) met Wall Streets revenue expectations in Q3 CY2025, but sales were flat year on year at $1.21 billion. Its non-GAAP profit of $1.22 per share was in line with analysts’ consensus estimates.

Real estate data provider CoStar Group (NASDAQ:CSGP) announced better-than-expected revenue in Q3 CY2025, with sales up 20.4% year on year to $833.6 million. On top of that, next quarter’s revenue guidance ($890 million at the midpoint) was surprisingly good and 3.3% above what analysts were expecting. Its non-GAAP profit of $0.23 per share was 21.8% above analysts’ consensus estimates.

Electricity generation and hydrogen production company Bloom Energy (NYSE:BE) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 57.1% year on year to $519 million. Its non-GAAP profit of $0.15 per share was 50.2% above analysts’ consensus estimates.

Restaurant company Cheesecake Factory (NASDAQ:CAKE) missed Wall Street’s revenue expectations in Q3 CY2025 as sales rose 4.8% year on year to $907.2 million. Its non-GAAP profit of $0.68 per share was 13% above analysts’ consensus estimates.

Professional services firm Huron Consulting Group (NASDAQ:HURN) announced better-than-expected revenue in Q3 CY2025, with sales up 16.7% year on year to $441.3 million. The company expects the full year’s revenue to be around $1.66 billion, close to analysts’ estimates. Its non-GAAP profit of $2.10 per share was 12.3% above analysts’ consensus estimates.

Online education Stride (NYSE:LRN) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 12.7% year on year to $620.9 million. On the other hand, next quarter’s revenue guidance of $630 million was less impressive, coming in 3.4% below analysts’ estimates. Its non-GAAP profit of $1.52 per share was 20.4% above analysts’ consensus estimates.

Packaged snacks company Mondelez (NASDAQ:MDLZ) met Wall Streets revenue expectations in Q3 CY2025, with sales up 5.9% year on year to $9.74 billion. Its non-GAAP profit of $0.73 per share was 2.9% above analysts’ consensus estimates.

Global manufacturing solutions provider Flex (NASDAQ:FLEX) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 4% year on year to $6.80 billion. Guidance for next quarter’s revenue was better than expected at $6.8 billion at the midpoint, 0.7% above analysts’ estimates. Its non-GAAP profit of $0.79 per share was 4.3% above analysts’ consensus estimates.

Electronic components distributor Avnet (NASDAQGS:AVT) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 5.3% year on year to $5.90 billion. Guidance for next quarter’s revenue was optimistic at $6 billion at the midpoint, 2.5% above analysts’ estimates. Its non-GAAP profit of $0.84 per share was 4% above analysts’ consensus estimates.

Power transmission and fluid power solutions provider Gates Corporation (NYSE:GTES) met Wall Streets revenue expectations in Q3 CY2025, with sales up 3% year on year to $855.7 million. Its non-GAAP profit of $0.39 per share was 5.4% above analysts’ consensus estimates.

Equipment distributor Watsco (NYSE:WSO) missed Wall Street’s revenue expectations in Q3 CY2025, with sales falling 4.3% year on year to $2.07 billion. Its GAAP profit of $3.98 per share was 7.3% below analysts’ consensus estimates.

Environmental and industrial services company Clean Harbors (NYSE:CLH) missed Wall Street’s revenue expectations in Q3 CY2025 as sales only rose 1.3% year on year to $1.55 billion. Its GAAP profit of $2.21 per share was 7.8% below analysts’ consensus estimates.

Industrial technology company Fortive (NYSE:FTV) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 2.3% year on year to $1.03 billion. Its non-GAAP profit of $0.68 per share was 19.5% above analysts’ consensus estimates.

Aerospace and defense company Boeing (NYSE:BA) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 30.4% year on year to $23.27 billion. Its non-GAAP loss of $7.47 per share was significantly below analysts’ consensus estimates.

Food and beverage supplier MGP Ingredients (NASDAQ:MGPI) beat Wall Street’s revenue expectations in Q3 CY2025, but sales fell by 18.9% year on year to $130.9 million. On the other hand, the company’s full-year revenue guidance of $530 million at the midpoint came in 0.5% below analysts’ estimates. Its non-GAAP profit of $0.85 per share was 40.9% above analysts’ consensus estimates.

Aerospace and defense company Leonardo DRS (NASDAQ:DRS) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 18.2% year on year to $960 million. The company expects the full year’s revenue to be around $3.58 billion, close to analysts’ estimates. Its non-GAAP profit of $0.29 per share was 3.8% above analysts’ consensus estimates.

Auto services provider Monro (NASDAQ:MNRO) missed Wall Street’s revenue expectations in Q3 CY2025, with sales falling 4.1% year on year to $288.9 million. Its non-GAAP profit of $0.21 per share was 16.7% above analysts’ consensus estimates.

Insurance data analytics provider Verisk Analytics (NASDAQ:VRSK) missed Wall Street’s revenue expectations in Q3 CY2025, but sales rose 5.9% year on year to $768.3 million. The company’s full-year revenue guidance of $3.07 billion at the midpoint came in 1.7% below analysts’ estimates. Its non-GAAP profit of $1.72 per share was 1% above analysts’ consensus estimates.

Pool equipment and automation systems manufacturer Hayward Holdings (NYSE:HAYW) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 7.4% year on year to $244.3 million. The company’s full-year revenue guidance of $1.10 billion at the midpoint came in 1.1% above analysts’ estimates. Its non-GAAP profit of $0.14 per share was 15.8% above analysts’ consensus estimates.

Freight carrier Old Dominion (NASDAQ:ODFL) met Wall Streets revenue expectations in Q3 CY2025, but sales fell by 4.3% year on year to $1.41 billion. Its GAAP profit of $1.28 per share was 5.2% above analysts’ consensus estimates.

Online marketplace Etsy (NASDAQ:ETSY) announced better-than-expected revenue in Q3 CY2025, with sales up 2.4% year on year to $678 million. Its GAAP profit of $0.63 per share was 21.1% above analysts’ consensus estimates.

Specialty vehicles contractor Oshkosh (NYSE:OSK) fell short of the markets revenue expectations in Q3 CY2025, with sales falling 1.9% year on year to $2.69 billion. The company’s full-year revenue guidance of $10.35 billion at the midpoint came in 2% below analysts’ estimates. Its non-GAAP profit of $3.20 per share was 3.3% above analysts’ consensus estimates.

Manufacturing company IDEX (NYSE:IEX) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 10.1% year on year to $878.7 million. On the other hand, next quarter’s revenue guidance of $871.5 million was less impressive, coming in 2% below analysts’ estimates. Its non-GAAP profit of $2.03 per share was 5.2% above analysts’ consensus estimates.

Household products company Reynolds (NASDAQ:REYN) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 2.3% year on year to $931 million. On top of that, next quarter’s revenue guidance ($1.05 billion at the midpoint) was surprisingly good and 6.3% above what analysts were expecting. Its non-GAAP profit of $1.05 per share was significantly above analysts’ consensus estimates.

Electronic component provider Littelfuse (NASDAQ:LFUS) met Wall Streets revenue expectations in Q3 CY2025, with sales up 10.1% year on year to $624.6 million. On the other hand, next quarter’s revenue guidance of $580 million was less impressive, coming in 1.7% below analysts’ estimates. Its non-GAAP profit of $2.95 per share was 5.5% above analysts’ consensus estimates.

Financial technology provider Fiserv (NYSE:FI) missed Wall Street’s revenue expectations in Q3 CY2025, with sales flat year on year at $5.26 billion. Its non-GAAP profit of $2.04 per share was 22.9% below analysts’ consensus estimates.

Home-building design and manufacturing company Masco Corporation (NYSE:MAS) missed Wall Street’s revenue expectations in Q3 CY2025, with sales falling 3.3% year on year to $1.92 billion. Its non-GAAP profit of $0.97 per share was 5.7% below analysts’ consensus estimates.

Eyecare company Bausch + Lomb (NYSE:BLCO) met Wall Streets revenue expectations in Q3 CY2025, with sales up 7.1% year on year to $1.28 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $5.1 billion at the midpoint. Its non-GAAP profit of $0.18 per share was 11.9% above analysts’ consensus estimates.

Coconut water company The Vita Coco Company (NASDAQ:COCO) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 37.2% year on year to $182.3 million. Its GAAP profit of $0.40 per share was 35.9% above analysts’ consensus estimates.

Payroll and HR services provider Automatic Data Processing (NASDAQ:ADP) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 7.1% year on year to $5.18 billion. The company expects next quarter’s revenue to be around $5.33 billion, close to analysts’ estimates. Its non-GAAP profit of $2.49 per share was 1.9% above analysts’ consensus estimates.

Rigid packaging solutions manufacturer Silgan Holdings (NYSE:SLGN) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 15.1% year on year to $2.01 billion. Its non-GAAP profit of $1.22 per share was in line with analysts’ consensus estimates.

Marine transportation service company Kirby (NYSE:KEX) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 4.8% year on year to $871.2 million. Its GAAP profit of $1.65 per share was 2.2% above analysts’ consensus estimates.

Elevator manufacturer Otis (NYSE:OTIS) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 4% year on year to $3.69 billion. The company expects the full year’s revenue to be around $14.55 billion, close to analysts’ estimates. Its non-GAAP profit of $1.05 per share was 4.7% above analysts’ consensus estimates.

Industrial component provider Timken (NYSE:TKR) announced better-than-expected revenue in Q3 CY2025, with sales up 2.7% year on year to $1.16 billion. Its non-GAAP profit of $1.37 per share was 10.1% above analysts’ consensus estimates.

Casual restaurant chain Brinker International (NYSE:EAT) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 18.5% year on year to $1.35 billion. On the other hand, the company’s full-year revenue guidance of $5.65 billion at the midpoint came in 1.2% below analysts’ estimates. Its non-GAAP profit of $1.93 per share was 8.8% above analysts’ consensus estimates.

Investment banking firm Evercore (NYSE:EVR) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 40.5% year on year to $1.04 billion. Its non-GAAP profit of $3.48 per share was 5.5% above analysts’ consensus estimates.

Engineered components manufacturer for critical industries ITT Inc. (NYSE: ITT) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 12.9% year on year to $999.1 million. Its non-GAAP profit of $1.78 per share was 6.7% above analysts’ consensus estimates.

Regional banking company Prosperity Bancshares (NYSE:PB) missed Wall Street’s revenue expectations in Q3 CY2025 as sales rose 3.9% year on year to $314.7 million. Its GAAP profit of $1.45 per share was in line with analysts’ consensus estimates.

Telecommunications giant Verizon (NYSE:VZ) fell short of the markets revenue expectations in Q3 CY2025 as sales only rose 1.5% year on year to $33.82 billion. Its non-GAAP profit of $1.21 per share was 1.5% above analysts’ consensus estimates.

Welding and cutting equipment manufacturer ESAB (NYSE:ESAB) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 8.1% year on year to $727.8 million. Its non-GAAP profit of $1.32 per share was 3.7% above analysts’ consensus estimates.

Diversified healthcare company CVS Health (NYSE:CVS) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 7.8% year on year to $102.9 billion. Its non-GAAP profit of $1.60 per share was 17.9% above analysts’ consensus estimates.

Biotechnology company United Therapeutics (NASDAQ:UTHR) fell short of the markets revenue expectations in Q3 CY2025, but sales rose 6.8% year on year to $799.5 million. Its GAAP profit of $7.16 per share was 2.3% above analysts’ consensus estimates.

Construction equipment company Caterpillar (NYSE:CAT) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 9.5% year on year to $17.64 billion. Its non-GAAP profit of $4.95 per share was 9.4% above analysts’ consensus estimates.

Healthcare technology company GE HealthCare Technologies (NASDAQ:GEHC) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 5.8% year on year to $5.14 billion. Its non-GAAP profit of $1.07 per share was 2.2% above analysts’ consensus estimates.

Gas handling company Chart (NYSE:GTLS) missed Wall Street’s revenue expectations in Q3 CY2025 as sales rose 3.6% year on year to $1.10 billion. Its non-GAAP profit of $2.78 per share was 11.2% below analysts’ consensus estimates.

Fresh produce company Fresh Del Monte (NYSE:FDP) fell short of the markets revenue expectations in Q3 CY2025, with sales flat year on year at $1.02 billion. Its non-GAAP profit of $0.69 per share was 38% above analysts’ consensus estimates.

Power generation products company Generac (NYSE:GNRC) fell short of the markets revenue expectations in Q3 CY2025, with sales falling 5% year on year to $1.11 billion. Its non-GAAP profit of $1.83 per share was 16.7% below analysts’ consensus estimates.

Health coverage company Centene (NYSE:CNC) announced better-than-expected revenue in Q3 CY2025, with sales up 18.2% year on year to $49.69 billion. Its non-GAAP profit of $0.50 per share was significantly above analysts’ consensus estimates.

Life sciences company Avantor (NYSE:AVTR) fell short of the markets revenue expectations in Q3 CY2025, with sales falling 5.3% year on year to $1.62 billion. Its non-GAAP profit of $0.22 per share was in line with analysts’ consensus estimates.

Agriculture products company SiteOne Landscape Supply (NYSE:SITE) met Wall Streets revenue expectations in Q3 CY2025, with sales up 4.1% year on year to $1.26 billion. Its GAAP profit of $1.31 per share was 6% above analysts’ consensus estimates.

Covenant Logistics met Wall Street’s expectations for revenue and non-GAAP earnings per share in Q3, but the market responded negatively to continued margin pressures and cautious management commentary. CEO David Parker highlighted ongoing challenges in the Asset-Based Truckload segment, citing an inflationary cost environment, persistent claims expenses, and excess unproductive equipment. Additionally, the company experienced headwinds from lower volume and yields in its Expedited and Dedicated segments, with Parker describing the margin compression as “falling short of our expectations.” Management acknowledged that these pressures, along with external factors such as government shutdown impacts on Department of Defense freight, weighed on the quarter’s results.

Selective Insurance Group’s third quarter was marked by a significant market disappointment, with management attributing underperformance to elevated loss trends in commercial auto, particularly in New Jersey. CEO John Marchioni called out “unfavorable prior year casualty reserve development” as a primary factor, noting $35 million in commercial auto charges and ongoing challenges in specific jurisdictions. Management’s tone was notably cautious, acknowledging that rate increases alone will not restore profitability in affected lines. Additional reserve reviews by external third parties confirmed Selective’s processes are consistent with industry best practices, but the company’s results were pressured by ongoing severity trends.

Knight-Swift Transportation’s third quarter was marked by revenue growth that surpassed Wall Street’s expectations, but profitability fell short, leading to a significant negative market reaction. Management attributed the underperformance to a combination of cost pressures—including insurance and claims costs at U.S. Xpress—and soft sales volumes. CEO Adam Miller highlighted that “freight markets still grappl[ed] with uncertainty,” noting that atypical demand patterns and weak seasonal trends persisted. The company also faced unusual expenses related to brand consolidation and insurance settlements, further weighing on margins.

Robert Half’s third quarter results were met with a negative market response, as ongoing softness in hiring activity and subdued new project starts continued to weigh on the company. Management cited client and job seeker caution as primary factors limiting growth. CEO Keith Waddell described the environment as one where “overall hiring and quit rates remain low, [but] job openings continue to trend well above historical averages,” pointing to persistent uncertainty among clients and candidates. While the company saw sequential improvement in contract talent revenues towards the end of the quarter, the overall backdrop for professional staffing and consulting remained challenging.

ASGN’s third quarter was marked by a revenue decline, but results outpaced Wall Street’s expectations. The market, however, reacted negatively, likely reflecting investor concerns about ongoing macroeconomic headwinds and muted near-term growth prospects. Management pointed to robust commercial consulting demand—especially in data, AI, and healthcare—and highlighted strong federal contract bookings. CEO Theodore S. Hanson acknowledged challenges around staffing softness and macro uncertainty, emphasizing that “organizational readiness and operational governance remain hurdles as companies work to streamline and integrate these new technologies.”

Churchill Downs delivered a positive third quarter, with results above Wall Street’s expectations and the stock rising significantly after earnings. Management attributed the quarter’s outperformance to record revenue and adjusted EBITDA in both its Live and Historical Racing and Wagering Services & Solutions segments. CEO William Carstanjen highlighted the strong performance of regional gaming properties, noting growth from both high-end and unrated guests. The company’s focus on premium ticketing experiences, successful property investments, and consistent execution across its operations contributed to these results. Carstanjen emphasized, “We have a portfolio of unique and high-performing assets that collectively provide multiple catalysts for growth and free cash flow generation for years to come.”