Key Takeaways Aris Mining's Q3 2025 AISC at Segovia rose 6.6% YoY to $1,641 per ounce amid higher costs.ARMN faced higher mill feed, royalties and social costs, plus a second mill ramp-up.Aris Mining lifted AISC margin 36% sequentially and 42% YoY on stronger gold prices.Aris Mining Corporation (ARMN) has been subject to rising operating costs over time. In third-quarter 2025, the company’s all-in-sustaining costs (AISC) per ounce, a crucial indicator of cost efficiency in mining, increased on a year-over-y ...

Key Takeaways Nordson's Q1 fiscal 2026 EPS rose 15% to $2.37, beating estimates as revenues grew 8.8% year over year.NDSN's Advanced Technology Solutions sales jumped 23.1%, with organic growth of 20.7% in the quarter.Nordson raised fiscal 2026 guidance, projecting sales of $2.86-$2.96B and EPS of $11-$11.60.Nordson Corporation’s (NDSN) first-quarter fiscal 2026 (ended Jan. 31, 2026) adjusted earnings of $2.37 per share surpassed the Zacks Consensus Estimate of $2.36. The bottom line increased 15% year over ...

Core Insights - ONE Gas, Inc. (OGS) reported Q4 2025 operating earnings per share (EPS) of $1.48, exceeding the Zacks Consensus Estimate of $1.42 by 4% and up from $1.35 in the same quarter last year [1] - OGS achieved adjusted earnings of $4.48 per share for 2025, reflecting a year-over-year increase of 13.71% compared to $3.94 in 2024 [1] Revenue Performance - OGS recorded revenues of $689.4 million in Q4 2025, surpassing the Zacks Consensus Estimate of $675 million by 2.1% and increasing by 9.31% from $630.7 million in the prior-year quarter [2] - Total revenues for 2025 reached $2.43 billion, a 16.5% increase from $2.08 billion in 2024 [2] Operational Highlights - Total natural gas volumes delivered were 103.7 billion cubic feet, marking a 1.27% year-over-year increase [3] - OGS served 2,290,000 customers, reflecting a 0.57% increase year over year [3] - Total operating expenses amounted to $257.7 million, up 6.22% from $242.7 million in the year-ago quarter, driven by higher operations and maintenance expenses, depreciation, and general taxes [3] Financial Metrics - Operating income totaled $139.7 million, a 12.41% increase from $124.3 million in the previous year [4] - Net interest expenses were $36.5 million, down 8.30% from $39.8 million in the year-ago quarter [4] Cash Flow and Debt - As of December 31, 2025, OGS had cash and cash equivalents of $10.6 million, down from $58 million as of December 31, 2024 [5] - Total long-term debt was $2.36 billion as of December 31, 2025, compared to $2.39 billion a year earlier [5] - Cash provided by operating activities during 2025 was $578.8 million, up from $368.4 million in the previous year [5] - Capital expenditure for the year totaled $707.2 million, slightly up from $703.2 million in 2024 [5] Future Guidance - OGS expects its 2026 adjusted net income to be in the range of $306-$314 million, with adjusted earnings projected between $4.83 and $4.95 per share [6] - The consensus estimate for earnings is pegged at $4.71, which is below the company's guidance range [7] - OGS plans to make capital investments of up to $800 million in 2026 to maintain system integrity and support replacement projects [7]

Core Insights - Alcoa Corporation (AA) is experiencing strong performance in its Alumina segment, with production increasing by 1% to 2.48 million metric tons in Q4 2025, and third-party shipments rising by 5% sequentially [1][9] Group 1: Alumina Segment Performance - The Alumina segment is benefiting from increased output at Australian refineries, contributing to the overall growth [1] - For 2026, Alcoa projects alumina production to be between 9.7 million and 9.9 million tonnes, with shipments expected to be in the range of 11.8 million to 12.0 million tonnes [4][9] Group 2: Strategic Acquisitions and Joint Ventures - Alcoa is focused on acquiring new assets to enhance organic growth, exemplified by the acquisition of Alumina Limited in August 2024, which strengthens its position as a leading bauxite and alumina producer [2] - A joint venture with IGNIS EQT, initiated in March 2025, is expected to enhance production capacity at the San Ciprian site, with a restart anticipated by mid-2026 [3] Group 3: Market Performance and Valuation - Alcoa's shares have surged by 68% over the past three months, outperforming the industry growth of 57.3% [7] - The company is currently trading at a forward price-to-earnings ratio of 11.61X, slightly above the industry average of 11.44X, and holds a Value Score of A [10] Group 4: Earnings Estimates - The Zacks Consensus Estimate for Alcoa's 2026 earnings has increased by 20.8% over the past 60 days, indicating positive market sentiment [12]

Key Takeaways Kospi rose 115.54% over the past year and 34.39% this year, highlighting strong momentum.Semiconductor exports surged 102%, anchoring the AI-driven rally.ETFs like FLKR and EWY give investors exposure to South Korea.Kospi, South Korea’s benchmark index, hit an all-time high above 5,600 on Thursday, after gaining about 3.09% in a single trading session. South Korea remains one of Asia’s most lucrative markets, with the Kospi surging 79.35% over the past six months and 115.54% over the past year ...

Core Insights - Pfizer is a leading player in the oncology market with a diverse portfolio of approved cancer medicines and a strong pipeline focused on various modalities [1][9] Oncology Sales Performance - Oncology sales account for approximately 27% of Pfizer's total revenues, with an 8% growth in 2025 driven by key drugs such as Xtandi, Lorbrena, Braftovi-Mektovi combination, and Padcev [2][11] - Xtandi generated alliance revenues of $2.19 billion in 2025, up 8% year over year, while Lorbrena sales increased by 40% to $1.02 billion [3] - Padcev sales rose 22% to $1.94 billion, supported by strong demand trends, while Ibrance revenues declined by 6% to $4.1 billion [4][11] Pipeline and Future Growth - Pfizer is investing in Padcev, which has received FDA approval for a combination treatment with Merck's Keytruda for muscle-invasive bladder cancer, potentially expanding its patient population [5][9] - The oncology biosimilars segment contributed $1.3 billion in sales, reflecting a 26% year-over-year increase [6] - Pfizer's late-stage pipeline includes candidates like atirmociclib and sigvotatug vedotin, with expectations of having eight or more blockbuster oncology medicines by 2030 [7][11] Competitive Landscape - Pfizer competes with major players in the oncology space, including AstraZeneca, Merck, Johnson & Johnson, and Bristol-Myers [10] - AstraZeneca's oncology sales rose 14% in 2025, while Merck's Keytruda accounted for over 50% of its pharmaceutical sales, reaching $31.7 billion [12][13] Stock Performance and Valuation - Pfizer's stock has increased by 5.7% over the past year, compared to a 17.3% rise in the industry [18] - The company's shares are trading at a forward price/earnings ratio of 9.28, lower than the industry average of 18.86 and its own 5-year mean of 10.22 [20]

Key Takeaways Trump invoked the DPA to secure U.S. phosphorus and glyphosate supply chains. Bayer and CTVA may benefit from loans, guarantees and regulatory support. MOO and VEGI, offering exposure to fertilizer and ag-chemical leaders, are in focus. On Feb. 18, 2026, U.S. President Donald Trump signed a landmark executive order invoking the Defense Production Act (DPA) to secure the domestic supply of elemental phosphorus and glyphosate-based herbicides. Citing these materials as essential to "national se ...

For investors seeking momentum, the Texas Capital Texas Oil Index ETF (OILT) is probably on the radar now. The fund just hit a 52-week high and is up 50.5% from its 52-week low price of $18.22 per share.  But are there more gains in store for this ETF? Let’s take a quick look at the fund and its near-term outlook to get a better sense of where it might head.OILT in FocusThe fund provides exposure to companies that extract oil and gas within Texas. The fund charges 35 basis points (bps) in annual fees (See: ...

Key Takeaways CNP Q4 adjusted EPS of 45 cents missed estimates but rose 12.5% year over year.CenterPoint Energy's 2025 operating income climbed to $2.11B as revenues rose 11%.CNP reaffirmed 2026 EPS outlook and raised its 10-year capital plan to over $65B.CenterPoint Energy, Inc. (CNP) reported fourth-quarter 2025 adjusted earnings of 45 cents per share, which missed the Zacks Consensus Estimate of 46 cents by 1.1%. However, the bottom line increased 12.5% from 40 cents in the year-ago quarter.The company r ...

Key Takeaways OMC posted Q4 EPS of $2.59 and revenues of $5.5B, both missing the respective consensus estimate.OMC's Media & Advertising and the U.S. market contributed 60.1% and 51.9% of revenues, respectively.OMC reported a $977.2M operating loss against $685.3M profit in the year-ago quarter.Omnicom (OMC) reported unimpressive fourth-quarter 2025 results, with both earnings and revenues missing the Zacks Consensus Estimate.OMC’s earnings were $2.59 per share, missing the Zacks Consensus Estimate by 11.9% ...