分组1 - TFI International Inc. reported quarterly earnings of $1.09 per share, exceeding the Zacks Consensus Estimate of $0.85 per share, but down from $1.19 per share a year ago, representing an earnings surprise of +27.93% [1] - The company posted revenues of $1.91 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 0.48% and down from $2.08 billion year-over-year [2] - TFI International shares have increased by approximately 16.4% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] 分组2 - The earnings outlook for TFI International is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The estimate revisions trend for TFI International was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] - The current consensus EPS estimate for the upcoming quarter is $0.84 on revenues of $1.92 billion, and for the current fiscal year, it is $5.12 on revenues of $8.11 billion [7] 分组3 - The Transportation - Services industry, to which TFI International belongs, is currently ranked in the bottom 46% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Universal Logistics, another company in the same industry, is expected to report a quarterly loss of $0.05 per share, reflecting a year-over-year change of -106.5%, with revenues projected to be $376.1 million, down 19.1% from the previous year [9]

Core Insights - Cadence Design Systems (CDNS) reported quarterly earnings of $1.99 per share, exceeding the Zacks Consensus Estimate of $1.90 per share and up from $1.88 per share a year ago [1] - The earnings surprise for this quarter was +4.57%, following a previous surprise of +7.82% when earnings were $1.93 per share against an expectation of $1.79 per share [2] - The company achieved revenues of $1.44 billion for the quarter, surpassing the Zacks Consensus Estimate by 1.12% and increasing from $1.36 billion year-over-year [3] Earnings Performance - Cadence has consistently surpassed consensus EPS estimates for the last four quarters [2] - The company has also topped consensus revenue estimates four times over the last four quarters [3] Stock Performance and Outlook - Cadence shares have declined approximately 4.2% since the beginning of the year, while the S&P 500 has only declined by 0.1% [4] - The current Zacks Rank for Cadence is 4 (Sell), indicating expectations of underperformance in the near future [7] Future Earnings Expectations - The consensus EPS estimate for the upcoming quarter is $1.82 on revenues of $1.38 billion, and for the current fiscal year, it is $8.03 on revenues of $5.95 billion [8] - The estimate revisions trend for Cadence was unfavorable prior to the earnings release, but this may change following the recent results [7] Industry Context - The Computer - Software industry, to which Cadence belongs, is currently ranked in the top 31% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9] - Another company in the same industry, Oracle, is expected to report quarterly earnings of $1.70 per share, reflecting a year-over-year increase of +15.7% [10]

Core Viewpoint - Goosehead Insurance (GSHD) reported quarterly earnings of $0.64 per share, exceeding the Zacks Consensus Estimate of $0.54 per share, but down from $0.79 per share a year ago, indicating an earnings surprise of +18.89% [1] Financial Performance - The company achieved revenues of $105.26 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 9.10% and up from $93.92 million year-over-year [2] - Over the last four quarters, Goosehead has exceeded consensus EPS estimates two times and topped revenue estimates twice [2] Stock Performance - Goosehead shares have declined approximately 33.9% since the beginning of the year, contrasting with the S&P 500's slight decline of 0.1% [3] - The current Zacks Rank for Goosehead is 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $0.24 on revenues of $90.24 million, while the estimate for the current fiscal year is $2.13 on revenues of $423.28 million [7] - The trend of earnings estimate revisions for Goosehead was mixed prior to the earnings release, which may influence future stock movements [5][6] Industry Context - The Insurance - Multi line industry, to which Goosehead belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Core Insights - Mercury General (MCY) reported quarterly earnings of $3.66 per share, exceeding the Zacks Consensus Estimate of $2.56 per share, and showing an increase from $2.78 per share a year ago, resulting in an earnings surprise of +42.97% [1] - The company generated revenues of $1.54 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.76% and up from $1.43 billion year-over-year [2] Earnings Performance - Over the last four quarters, Mercury General has surpassed consensus EPS estimates three times [2] - The company had a previous quarter earnings surprise of +79.53%, with actual earnings of $3.86 per share compared to an expected $2.15 per share [1][2] Stock Performance - Mercury General shares have declined approximately 0.6% since the beginning of the year, while the S&P 500 has seen a slight decline of 0.1% [3] - The current Zacks Rank for Mercury General is 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $2.10 on revenues of $1.46 billion, and for the current fiscal year, it is $8.40 on revenues of $6.23 billion [7] - The outlook for the insurance industry, particularly the Property and Casualty sector, is currently in the bottom 47% of Zacks industries, which may impact stock performance [8] Industry Context - HCI Group, another company in the same industry, is expected to report quarterly earnings of $4.87 per share, reflecting a year-over-year change of +1471%, with revenues projected at $232.36 million, up 43.5% from the previous year [9][10]

Core Insights - Palo Alto Networks (PANW) reported quarterly earnings of $1.03 per share, exceeding the Zacks Consensus Estimate of $0.93 per share, and showing an increase from $0.81 per share a year ago, resulting in an earnings surprise of +10.67% [1] - The company achieved revenues of $2.59 billion for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 0.50% and up from $2.26 billion year-over-year [2] Financial Performance - Over the last four quarters, Palo Alto has consistently surpassed consensus EPS estimates, achieving this four times [2] - The current consensus EPS estimate for the upcoming quarter is $0.91 on revenues of $2.6 billion, and for the current fiscal year, it is $3.84 on revenues of $10.53 billion [7] Market Position and Outlook - Despite the positive earnings report, Palo Alto shares have declined approximately 9.4% since the beginning of the year, contrasting with the S&P 500's slight decline of 0.1% [3] - The Zacks Industry Rank indicates that the Security industry is currently in the bottom 16% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] Estimate Revisions and Future Expectations - The trend of estimate revisions for Palo Alto was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] - Empirical research suggests a strong correlation between near-term stock movements and earnings estimate revisions, which investors can track [5]

分组1 - Devon Energy reported quarterly earnings of $0.82 per share, exceeding the Zacks Consensus Estimate of $0.81 per share, but down from $1.16 per share a year ago, representing an earnings surprise of +0.82% [1] - The company posted revenues of $4.12 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.51%, although this is a decrease from year-ago revenues of $4.4 billion [2] - Devon Energy has outperformed the S&P 500, with shares increasing about 21.9% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.83 on revenues of $3.93 billion, and for the current fiscal year, it is $3.36 on revenues of $15.57 billion [7] - The Zacks Industry Rank for Oil and Gas - Exploration and Production - United States is currently in the bottom 9% of over 250 Zacks industries, indicating potential challenges for the sector [8] - Devon Energy's estimate revisions trend was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, suggesting expected underperformance in the near future [6]

RB Global (RBA) came out with quarterly earnings of $1.11 per share, beating the Zacks Consensus Estimate of $0.99 per share. This compares to earnings of $0.95 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +12.69%. A quarter ago, it was expected that this heavy equipment auctioneer would post earnings of $0.82 per share when it actually produced earnings of $0.93, delivering a surprise of +13.41%.Over the last four quarters ...

分组1 - Celanese reported quarterly earnings of $0.67 per share, missing the Zacks Consensus Estimate of $0.89 per share, and down from $1.45 per share a year ago, representing an earnings surprise of -24.62% [1] - The company posted revenues of $2.2 billion for the quarter, missing the Zacks Consensus Estimate by 1.16%, and down from $2.37 billion year-over-year [2] - Celanese shares have increased by approximately 39.2% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.89 on revenues of $2.4 billion, and for the current fiscal year, it is $5.45 on revenues of $9.57 billion [7] - The Zacks Industry Rank for Chemical - Specialty is currently in the bottom 25% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8]

分组1 - Axcelis Technologies reported quarterly earnings of $1.49 per share, exceeding the Zacks Consensus Estimate of $1.12 per share, with an earnings surprise of +33.04% [1] - The company achieved revenues of $238.33 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 10.70%, although this represents a decline from year-ago revenues of $252.42 million [2] - Axcelis has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has increased approximately 17.7% since the beginning of the year, contrasting with a slight decline of 0.1% in the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $0.89 on revenues of $199.45 million, and for the current fiscal year, it is $4.40 on revenues of $855.85 million [7] - The Electronics - Manufacturing Machinery industry, to which Axcelis belongs, is currently ranked in the top 21% of over 250 Zacks industries, indicating a favorable outlook [8]

分组1 - Halozyme Therapeutics reported a quarterly loss of $0.24 per share, significantly below the Zacks Consensus Estimate of $2.15, marking an earnings surprise of -111.16% compared to earnings of $1.26 per share a year ago [1] - The company posted revenues of $451.77 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 0.70% and showing a year-over-year increase from $298.01 million [2] - Halozyme Therapeutics has surpassed consensus EPS estimates three times over the last four quarters and has topped consensus revenue estimates four times during the same period [2] 分组2 - The stock has increased approximately 18% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] - The company's earnings outlook, including current consensus earnings expectations for upcoming quarters, will be crucial for future stock performance [4] - The current consensus EPS estimate for the next quarter is $1.66 on revenues of $366.53 million, and for the current fiscal year, it is $8.10 on revenues of $1.74 billion [7] 分组3 - The Medical - Biomedical and Genetics industry, to which Halozyme belongs, is currently ranked in the top 34% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5] - The estimate revisions trend for Halozyme was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]