分组1 - Host Hotels (HST) reported quarterly funds from operations (FFO) of $0.51 per share, exceeding the Zacks Consensus Estimate of $0.47 per share, and up from $0.44 per share a year ago, representing an FFO surprise of +8.28% [1] - The company achieved revenues of $1.6 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.86%, compared to $1.43 billion in the same quarter last year [2] - Host Hotels has consistently outperformed consensus FFO estimates over the last four quarters, achieving this four times [2] 分组2 - The stock has increased approximately 12.9% since the beginning of the year, contrasting with the S&P 500's zero return [3] - The current consensus FFO estimate for the upcoming quarter is $0.61 on revenues of $1.61 billion, and for the current fiscal year, it is $2.05 on revenues of $6.12 billion [7] - The Zacks Industry Rank indicates that the REIT and Equity Trust - Other sector is currently in the bottom 32% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

TrueBlue (TBI) came out with a quarterly loss of $0.25 per share versus the Zacks Consensus Estimate of a loss of $0.08. This compares to a loss of $0.02 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -212.50%. A quarter ago, it was expected that this blue-collar temporary staffing company would post a loss of $0.09 per share when it actually produced earnings of $0.03, delivering a surprise of +133.33%.Over the last four qua ...

Core Viewpoint - Macerich (MAC) reported quarterly funds from operations (FFO) of $0.48 per share, exceeding the Zacks Consensus Estimate of $0.43 per share, and showing a slight increase from $0.47 per share a year ago, indicating a positive performance trend [1] Financial Performance - The company posted revenues of $261.7 million for the quarter ended December 2025, which was 7.63% below the Zacks Consensus Estimate and a decrease from $273.68 million in the same quarter last year [2] - Over the last four quarters, Macerich has surpassed consensus FFO estimates two times and topped consensus revenue estimates two times [2] Stock Performance - Macerich shares have increased by approximately 1.8% since the beginning of the year, contrasting with the S&P 500's zero return, indicating relative outperformance [3] Future Outlook - The future performance of Macerich's stock will largely depend on management's commentary during the earnings call and the company's FFO outlook for upcoming quarters [4][6] - The current consensus FFO estimate for the next quarter is $0.31 on revenues of $244.46 million, and for the current fiscal year, it is $1.47 on revenues of $992.64 million [7] Industry Context - The REIT and Equity Trust - Retail industry, to which Macerich belongs, is currently ranked in the top 25% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

Core Viewpoint - Blue Owl Capital Corporation reported quarterly earnings of $0.36 per share, exceeding the Zacks Consensus Estimate of $0.35 per share, but down from $0.47 per share a year ago, indicating a +1.90% earnings surprise [1] Financial Performance - The company posted revenues of $447.75 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.36%, compared to $394.39 million in the same quarter last year [2] - Over the last four quarters, Blue Owl Capital has surpassed consensus EPS estimates two times and revenue estimates three times [2] Stock Performance - Blue Owl Capital shares have declined approximately 8.1% since the beginning of the year, while the S&P 500 has shown a zero return [3] - The current Zacks Rank for Blue Owl Capital is 4 (Sell), indicating expected underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.35 on revenues of $436.12 million, and for the current fiscal year, it is $1.36 on revenues of $1.75 billion [7] - The trend of estimate revisions for Blue Owl Capital was unfavorable prior to the earnings release, which may impact future stock movements [6] Industry Context - The Financial - Miscellaneous Services industry, to which Blue Owl Capital belongs, is currently in the top 36% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

分组1 - Nextdoor Holdings, Inc. reported a quarterly loss of $0.01 per share, better than the Zacks Consensus Estimate of a loss of $0.03, representing an earnings surprise of +60.00% [1] - The company posted revenues of $69.48 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.13% and showing an increase from $65.23 million year-over-year [2] - Nextdoor has consistently surpassed consensus EPS estimates over the last four quarters, indicating a positive trend in earnings performance [2] 分组2 - The stock has underperformed the market, losing about 21.4% since the beginning of the year, while the S&P 500 has returned zero [3] - The current consensus EPS estimate for the coming quarter is -$0.05 on revenues of $59.59 million, and for the current fiscal year, it is -$0.15 on revenues of $275.03 million [7] - The Zacks Industry Rank for Internet - Software is in the bottom 48% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact stock performance [8]

Invitation Home (INVH) came out with quarterly funds from operations (FFO) of $0.48 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.47 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of -0.35%. A quarter ago, it was expected that this real estate investment trust focused on single-family rentals would post FFO of $0.47 per share when it actually produced FFO of $0.47, delivering no surprise.Over the l ...

SiriusPoint (SPNT) came out with quarterly earnings of $0.7 per share, beating the Zacks Consensus Estimate of $0.54 per share. This compares to a loss of $0.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +30.84%. A quarter ago, it was expected that this property and casualty reinsurance company would post earnings of $0.51 per share when it actually produced earnings of $0.72, delivering a surprise of +41.18%.Over the las ...

Tronox (TROX) came out with a quarterly loss of $0.6 per share versus the Zacks Consensus Estimate of a loss of $0.43. This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -38.38%. A quarter ago, it was expected that this producer of titanium ore and titanium dioxide would post a loss of $0.21 per share when it actually produced a loss of $0.46, delivering a surprise of -119.05%.Over the last four ...

Carvana (CVNA) came out with quarterly earnings of $4.22 per share, beating the Zacks Consensus Estimate of $1.13 per share. This compares to earnings of $0.56 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +274.35%. A quarter ago, it was expected that this company would post earnings of $1.33 per share when it actually produced earnings of $1.03, delivering a surprise of -22.56%.Over the last four quarters, the company has s ...

分组1 - Cheesecake Factory reported quarterly earnings of $1 per share, exceeding the Zacks Consensus Estimate of $0.98 per share, but down from $1.04 per share a year ago, representing an earnings surprise of +2.04% [1] - The company achieved revenues of $961.56 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.34% and increasing from $920.96 million year-over-year [2] - Cheesecake Factory shares have increased approximately 23.9% since the beginning of the year, contrasting with the S&P 500's zero return [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $1.02 on revenues of $972.5 million, and for the current fiscal year, it is $4.00 on revenues of $3.93 billion [7] - The Zacks Industry Rank indicates that the Retail - Restaurants sector is currently in the bottom 29% of over 250 Zacks industries, suggesting potential challenges for stocks in this category [8]