Key Takeaways Moderna is expected to beat Q4 estimates, with sales projected at $661.4M and a loss of $2.60 per share.COVID-19 vaccines are expected to drive most sales, while the RSV vaccine mResvia faces tough competition.Investors await updates on intismeran studies and FDA resubmission plans for the COVID-flu combo vaccine.We expect Moderna (MRNA) to surpass expectations when it reports fourth-quarter and full-year 2025 results on Feb. 13, before the opening bell. The company’s earnings beat estimates b ...

Sally Beauty (SBH) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.43 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.23%. A quarter ago, it was expected that this beauty products seller would post earnings of $0.49 per share when it actually produced earnings of $0.55, delivering a surprise of +12.24%.Over the last four quarters, ...

分组1 - Waters reported quarterly earnings of $4.53 per share, exceeding the Zacks Consensus Estimate of $4.5 per share, and up from $4.1 per share a year ago, representing an earnings surprise of +0.74% [1] - The company achieved revenues of $932.36 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.55%, and an increase from $872.71 million year-over-year [2] - Over the last four quarters, Waters has consistently surpassed consensus EPS and revenue estimates [2] 分组2 - The stock's immediate price movement will depend on management's commentary during the earnings call, with Waters shares up about 0.4% year-to-date compared to the S&P 500's gain of 1.3% [3] - The current consensus EPS estimate for the upcoming quarter is $2.54 on revenues of $713.34 million, and for the current fiscal year, it is $14.25 on revenues of $3.36 billion [7] - The Medical - Instruments industry, to which Waters belongs, is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Financial Performance - Curbline Properties (CURB) reported quarterly funds from operations (FFO) of $0.29 per share, exceeding the Zacks Consensus Estimate of $0.27 per share, and up from $0.23 per share a year ago [1] - The quarterly FFO surprise was +6.62%, and the company has surpassed consensus FFO estimates three times over the last four quarters [2] - Curbline's revenues for the quarter were $54.15 million, surpassing the Zacks Consensus Estimate by 6.56%, compared to $34.92 million in the same quarter last year [3] Market Performance - Curbline shares have increased by approximately 8.9% since the beginning of the year, outperforming the S&P 500's gain of 1.3% [4] - The current consensus FFO estimate for the upcoming quarter is $0.26 on revenues of $51.82 million, and for the current fiscal year, it is $1.15 on revenues of $212.08 million [8] Industry Outlook - The REIT and Equity Trust - Retail industry, to which Curbline belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook [9] - Kimco Realty (KIM), another company in the same industry, is expected to report quarterly earnings of $0.44 per share, reflecting a year-over-year change of +4.8% [10]

Dynatrace (DT) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.37 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +6.87%. A quarter ago, it was expected that this software intellegence company would post earnings of $0.41 per share when it actually produced earnings of $0.44, delivering a surprise of +7.32%.Over the last four quarters ...

Becton Dickinson (BDX) came out with quarterly earnings of $2.91 per share, beating the Zacks Consensus Estimate of $2.82 per share. This compares to earnings of $3.43 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.35%. A quarter ago, it was expected that this medical device manufacturer would post earnings of $3.92 per share when it actually produced earnings of $3.96, delivering a surprise of +1.02%.Over the last four qu ...

Core Insights - Ubiquiti Inc. (UI) reported strong second-quarter fiscal 2026 results, with both revenue and net income exceeding Zacks Consensus Estimates [1][2] Revenue Performance - Revenues increased by 35.8% year-over-year, reaching $814.9 million, driven by growth in both Enterprise and Service Provider segments [1][3] - Enterprise Technology segment generated $729 million in revenues, up from $518.2 million in the prior-year quarter, with growth across all regions [3] - Service Provider Technology revenues rose to $85.9 million from $81.7 million year-over-year, with expansion in all regions except South America [4] Regional Revenue Breakdown - North America revenues were $443.6 million, up from $321.6 million in the year-ago quarter [5] - Europe, the Middle East, and Africa revenues totaled $280.7 million, an increase from $208.6 million [5] - Asia Pacific revenues grew to $54.5 million from $43.1 million year-over-year [5] - South America revenues increased to $36.1 million from $26.6 million [5] Profitability Metrics - Net income on a GAAP basis was $233.6 million or $3.86 per share, compared to $136.8 million or $2.26 per share in the prior-year quarter [2] - Non-GAAP net income was $235.1 million or $3.88 per share, surpassing the Zacks Consensus Estimate of $2.81 per share [2] Gross Profit and Margins - Gross profit for the quarter was $374 million, with a margin of 45.9%, compared to $247.2 million and a margin of 41.2% in the year-ago quarter [6] - The increase in gross margin was attributed to a favorable product mix, lower shipping costs, and reduced excess and obsolete inventory charges [6] Operating Expenses and Income - Operating expenses rose to $81.1 million from $68.4 million due to higher employee, prototype-related, and marketing expenses [7] - Operating income increased to $292.9 million from $178.8 million in the prior year [7] Cash Flow and Liquidity - Ubiquiti generated $462.4 million in cash from operating activities during the first six months of fiscal 2026, up from $386.1 million in the prior-year period [8] - As of December 31, 2025, the company had $302.8 million in cash and cash equivalents [9]

Core Insights - Edgewell Personal Care (EPC) reported a quarterly loss of $0.16 per share, which was better than the Zacks Consensus Estimate of a loss of $0.18, representing an earnings surprise of +11.11% [1] - The company posted revenues of $422.8 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 12.15% and down from $478.4 million year-over-year [2] - The stock has increased by approximately 21.7% since the beginning of the year, outperforming the S&P 500's gain of 1.3% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.71 on revenues of $588.06 million, while for the current fiscal year, the estimate is $2.33 on revenues of $2.26 billion [7] - The estimate revisions trend for Edgewell Personal was unfavorable prior to the earnings release, resulting in a Zacks Rank 5 (Strong Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Consumer Products - Staples industry, to which Edgewell belongs, is currently in the bottom 30% of the Zacks Industry Rank, suggesting that stocks in this category may underperform compared to those in the top 50% [8]

CNA Financial (CNA) came out with quarterly earnings of $1.16 per share, missing the Zacks Consensus Estimate of $1.2 per share. This compares to earnings of $1.25 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -3.33%. A quarter ago, it was expected that this insurance holding company would post earnings of $1.25 per share when it actually produced earnings of $1.5, delivering a surprise of +20%.Over the last four quarters, t ...

Boyd Group Services Inc. (BGSI) shares soared 4.3% in the last trading session to close at $178.3. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 9.5% gain over the past four weeks.Boyd Group’s acquisition of Joe Hudson’s Collision Center meaningfully strengthens its strategic positioning by expanding its footprint across the high-growth U.S. Southeast region. The added scale and increased regional density should enhance Boyd’s ...