Dutch Bros (BROS) reported $443.61 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 29.4%. EPS of $0.17 for the same period compares to $0.07 a year ago.The reported revenue represents a surprise of +3.95% over the Zacks Consensus Estimate of $426.77 million. With the consensus EPS estimate being $0.10, the EPS surprise was +70%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determi ...

Economic Overview - Confidence in economic strength eroded sharply following the worst Existing Home Sales report in four years, leading to a significant drop in bond yields and a market selloff [1][9] - Existing Home Sales fell from a 12-month high of 4.27 million seasonally adjusted annualized units to 3.91 million in January, marking an 8.4% decline, the largest one-month drop since February 2022 [3][9] Market Reactions - The Dow dropped 669 points (-1.34%), the S&P 500 fell 108 points (-1.57%), the Nasdaq decreased by 469 points (-2.03%), and the small-cap Russell 2000 declined by 53 points (-2.01%) [1] - AI disruptions impacted commercial real estate companies like CBRE and Jones Lang LaSalle, which saw declines of 8.8% and 7.5%, respectively [2] Earnings Reports - Expedia (EXPE) reported earnings of $3.78 per share, exceeding expectations of $3.46, with revenues of $3.55 billion reflecting an 11% year-over-year growth, but shares fell 3% in after-market trading [4] - Roku (ROKU) significantly outperformed estimates with earnings of 53 cents per share and revenues of $1.39 billion, leading to a 19% increase in shares [5] - Airbnb (ABNB) missed earnings expectations at $0.56 per share due to a one-time tax expense, but revenues of $2.78 billion surpassed the $2.72 billion forecast [6] - Coinbase (COIN) reported a loss of $2.49 per share, missing the expected profit of $0.61, with revenues of $1.78 billion falling short of the $1.82 billion consensus [7] - Applied Materials (AMAT) had a strong fiscal Q3 with earnings of $2.38 per share and revenues of $7.01 billion, exceeding expectations, and shares rose 13% in after-hours trading [8] - Rivian (RIVN) beat expectations with a loss of $0.54 per share and revenues of $1.29 billion, leading to a 16% increase in shares [10]

分组1 - Rivian Automotive reported a quarterly loss of $0.54 per share, better than the Zacks Consensus Estimate of a loss of $0.69, representing an earnings surprise of +21.51% [1] - The company posted revenues of $1.29 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.11%, but down from $1.73 billion year-over-year [2] - Rivian shares have declined approximately 25.1% since the beginning of the year, contrasting with the S&P 500's gain of 1.4% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is -$0.69 on revenues of $1.34 billion, and for the current fiscal year, it is -$2.32 on revenues of $6.57 billion [7] - The Zacks Industry Rank for Automotive - Domestic is in the top 36% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Core Insights - Mohawk Industries reported revenue of $2.7 billion for the quarter ended December 2025, reflecting a year-over-year increase of 2.4% [1] - The company's EPS was $2.00, up from $1.95 in the same quarter last year, with an EPS surprise of +0.92% compared to the consensus estimate of $1.98 [1] Financial Performance - Revenue from Global Ceramic was $1.07 billion, matching analyst estimates and showing a year-over-year increase of 6.1% [4] - Revenue from Flooring ROW was $737.1 million, exceeding the average estimate of $717.58 million and representing a 6.6% increase year-over-year [4] - Revenue from Flooring NA was $892.5 million, below the average estimate of $931.18 million, indicating a decline of 4.8% year-over-year [4] Operating Income - Adjusted Operating Income for Global Ceramic was $62.7 million, surpassing the average estimate of $56.49 million [4] - Adjusted Operating Income for Flooring NA was $39.2 million, falling short of the average estimate of $49.53 million [4] - Adjusted Operating Income for Flooring ROW was $65.1 million, slightly above the average estimate of $64.63 million [4] - Adjusted Operating Income for Corporate and intersegment eliminations was -$14.9 million, compared to the average estimate of -$14.39 million [4] Stock Performance - Shares of Mohawk Industries have returned +12.7% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Insights - Expedia reported $3.55 billion in revenue for Q4 2025, marking an 11.4% year-over-year increase and exceeding the Zacks Consensus Estimate by 4.22% [1] - The company's EPS for the same period was $3.78, up from $2.39 a year ago, representing a surprise of 9.29% over the consensus estimate [1] Financial Performance Metrics - Gross bookings totaled $27 billion, surpassing the estimated $26.07 billion [4] - Booked room nights were 94, exceeding the average estimate of 92 [4] - Merchant gross bookings reached $16.49 billion, compared to the $15.39 billion estimate [4] - Agency gross bookings were $10.52 billion, slightly below the estimated $10.86 billion [4] - Revenue from non-U.S. points of sale was $1.51 billion, above the $1.48 billion estimate, reflecting a 17.3% year-over-year increase [4] - U.S. points of sale revenue was $2.04 billion, exceeding the $1.98 billion estimate, with a 7.4% year-over-year change [4] - B2B revenue was $1.29 billion, surpassing the $1.2 billion estimate, showing a 24.2% year-over-year increase [4] - B2C revenue reached $2.16 billion, slightly above the $2.12 billion estimate, with a 3.9% year-over-year change [4] - Revenue from Expedia Group (excluding Trivago) was $3.45 billion, exceeding the $3.35 billion estimate, reflecting a 10.7% year-over-year increase [4] - Trivago revenue was $97 million, surpassing the $81.97 million estimate, with a 47% year-over-year increase [4] - Revenue by service type for lodging was $2.82 billion, exceeding the $2.7 billion estimate, with a 10.9% year-over-year increase [4] - Revenue from other services was $329 million, below the $403.98 million estimate, reflecting an 8.9% year-over-year change [4] Stock Performance - Expedia's shares have returned -19.7% over the past month, compared to the S&P 500 composite's -0.3% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

For the quarter ended December 2025, Kinsale Capital Group, Inc. (KNSL) reported revenue of $483.27 million, up 17.3% over the same period last year. EPS came in at $5.81, compared to $4.62 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $471.61 million, representing a surprise of +2.47%. The company delivered an EPS surprise of +9.59%, with the consensus EPS estimate being $5.30.While investors scrutinize revenue and earnings changes year-over-year and how they comp ...

Core Insights - Ryan Specialty Group reported revenue of $751.21 million for the quarter ended December 2025, marking a year-over-year increase of 13.2% [1] - The earnings per share (EPS) for the same period was $0.45, unchanged from the previous year [1] - The reported revenue fell short of the Zacks Consensus Estimate of $777.88 million, resulting in a surprise of -3.43% [1] - The company experienced an EPS surprise of -9.4%, with the consensus EPS estimate being $0.50 [1] Revenue Breakdown - Fiduciary investment income was reported at $13.17 million, below the estimated $14.25 million [4] - Net commissions and fees totaled $738.05 million, compared to the estimated $771.1 million [4] - Binding Authority revenue was $84.05 million, slightly below the two-analyst average estimate of $85.81 million [4] - Underwriting Management revenue reached $268.31 million, compared to the average estimate of $276.94 million [4] - Wholesale Brokerage revenue was reported at $385.69 million, below the estimated $406.7 million [4] Stock Performance - Ryan Specialty's shares have returned -14.2% over the past month, contrasting with the Zacks S&P 500 composite's -0.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - 10x Genomics reported revenue of $166.03 million for Q4 2025, reflecting a year-over-year increase of 0.6% and a slight surprise of +0.01% over the Zacks Consensus Estimate of $166.01 million [1] - The company posted an EPS of -$0.13, which is an improvement compared to -$0.40 from the previous year, resulting in an EPS surprise of +31.58% against the consensus estimate of -$0.19 [1] Revenue Breakdown - Services revenue reached $8.47 million, exceeding the four-analyst average estimate of $7.78 million, marking a year-over-year increase of +18.7% [4] - Instruments revenue was reported at $15.47 million, surpassing the three-analyst average estimate of $14.4 million, but showing a significant year-over-year decline of -36.5% [4] - Spatial consumables revenue amounted to $40.96 million, slightly above the $39.03 million average estimate, with a year-over-year increase of +14.4% [4] - Total consumables revenue was $141.75 million, exceeding the estimated $134.78 million, representing a year-over-year growth of +6.2% [4] - Instruments revenue in the spatial category was $9.36 million, above the average estimate of $7.98 million, but reflecting a year-over-year decrease of -30.3% [4] Stock Performance - Over the past month, shares of 10x Genomics have declined by -8.5%, in contrast to the Zacks S&P 500 composite's slight decrease of -0.3% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Bright Horizons Family Solutions (BFAM) reported $733.7 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 8.8%. EPS of $1.15 for the same period compares to $0.98 a year ago.The reported revenue represents a surprise of +0.69% over the Zacks Consensus Estimate of $728.7 million. With the consensus EPS estimate being $1.13, the EPS surprise was +1.77%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ex ...

分组1 - Air Canada reported quarterly earnings of $0.47 per share, exceeding the Zacks Consensus Estimate of $0.20 per share, and showing an increase from $0.18 per share a year ago, resulting in an earnings surprise of +138.94% [1] - The company achieved revenues of $4.14 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.90%, and up from $3.86 billion year-over-year [2] - Air Canada has outperformed the S&P 500 with a share price increase of about 2.4% since the beginning of the year, compared to the S&P 500's gain of 1.4% [3] 分组2 - The earnings outlook for Air Canada is mixed, with the current consensus EPS estimate for the coming quarter at -$0.16 on revenues of $3.9 billion, and $1.54 on revenues of $17.22 billion for the current fiscal year [7] - The Zacks Industry Rank indicates that the Transportation - Airline sector is in the top 12% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]