NeoGenomics (NEO) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +57.90%. A quarter ago, it was expected that this operator of cancer-focused testing laboratories would post earnings of $0.02 per share when it actually produced earnings of $0.03, delivering a surprise of +50%.Over th ...

Key Takeaways Serve Robotics expanded into major U.S. cities, building the largest sidewalk delivery fleet.SERV widened service zones and added dense neighborhoods suited for short, frequent deliveries.Serve Robotics kept reliability near full levels as daily operating hours per robot improved.Serve Robotics Inc. (SERV) is expanding its presence across U.S. cities as autonomous sidewalk delivery becomes more common in urban areas. The company’s wider footprint reflects a move beyond limited deployments towa ...

Vulcan Materials (VMC) came out with quarterly earnings of $1.7 per share, missing the Zacks Consensus Estimate of $2.13 per share. This compares to earnings of $2.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -20.02%. A quarter ago, it was expected that this construction materials company would post earnings of $2.68 per share when it actually produced earnings of $2.84, delivering a surprise of +5.97%.Over the last four ...

分组1 - Genuine Parts (GPC) reported quarterly earnings of $1.55 per share, missing the Zacks Consensus Estimate of $1.79 per share, and down from $1.61 per share a year ago, representing an earnings surprise of -13.60% [1] - The company posted revenues of $6.01 billion for the quarter ended December 2025, which was 0.43% below the Zacks Consensus Estimate, but an increase from $5.77 billion year-over-year [2] - Genuine Parts has surpassed consensus revenue estimates three times over the last four quarters, indicating a generally positive trend in revenue performance [2] 分组2 - The stock has increased approximately 19.7% 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 $1.99 on revenues of $6.16 billion, and for the current fiscal year, it is $8.42 on revenues of $25.23 billion [7] - The Zacks Industry Rank for Automotive - Retail and Wholesale - Parts is in the bottom 22% of over 250 Zacks industries, suggesting potential challenges for the sector [8]

Core Insights - TC Energy Corporation (TRP) reported fourth-quarter 2025 adjusted earnings of 70 cents per share, exceeding the Zacks Consensus Estimate of 65 cents, driven by strong performance in its Canadian, U.S., and Mexico Natural Gas Pipelines segments, although down from 75 cents in the previous year due to weaker results in the Power and Energy Solutions segment [1][9] Financial Performance - Quarterly revenues reached $3 billion, surpassing the Zacks Consensus Estimate by $55 million, but decreased by 16.9% year over year [2] - Comparable EBITDA increased to C$3 billion from C$2.6 billion in the prior year [2] - The board declared a 3.2% quarterly dividend hike to 87.75 Canadian cents per common share, translating to an annualized rate of C$3.51 [2] Segment Performance - Canadian Natural Gas Pipelines reported a comparable EBITDA of C$961 million, up 12.9% year-over-year, with deliveries averaging 27.2 billion cubic feet per day (Bcf/d), a 5% increase [3] - U.S. Natural Gas Pipelines reported a comparable EBITDA of C$1,388 million, a 15.7% increase, with daily average flows of 29.6 Bcf/d, marking a 9.5% increase [4] - Mexico Natural Gas Pipelines reported a comparable EBITDA of C$397 million, up 69.7% year-over-year, with flows averaging 2.7 Bcf/d [5] - Power and Energy Solutions segment reported a comparable EBITDA of C$217 million, down 36.4% from the previous year, impacted by an extended outage [6] Expenditure and Balance Sheet - As of December 31, 2025, capital investments amounted to C$5.3 billion, with cash and cash equivalents of C$168 million and long-term debt of C$45.2 billion, resulting in a debt-to-capitalization ratio of 60% [7] 2026 Guidance - The company anticipates 2026 EBITDA to be between C$11.6 billion and C$11.8 billion, with plans for net capital spending of up to C$6 billion [9][10] - Management expects to place approximately C$4 billion of projects into service during the year, contributing to growth [11] - The company aims to fully allocate its C$6 billion annual net capital expenditure target through 2030, with potential for increased investment later in the decade [12]

Market Performance - The year of the Wood Snake was moderate for China stocks and ETFs, with iShares China Large-Cap ETF (FXI) gaining about 9.4% over the past year, primarily in 2025 [1] - China's benchmark Shanghai Composite Index rose 18% in 2025, outperforming the S&P 500's 16.4% gain [1] - The current year has seen a decline in the market due to the ongoing property market crisis, weak January manufacturing data, and subdued economic growth momentum [1] Economic Growth - China's economy grew 4.5% year over year in Q4 2025, down from 4.8% in Q3, marking the weakest rise in three years [3] - Full-year growth for 2025 reached 5%, aligning with Beijing's target, supported by a record-high trade surplus [3] - Forecasts for 2026 GDP growth vary, with Vanguard estimating around 4.5% and Goldman Sachs predicting 4.8% [4] Regulatory Environment - Chinese policymakers are shifting towards sustainable growth, introducing tighter enforcement measures to moderate market momentum and strengthen long-term investor confidence [5] - The China Securities Regulatory Commission (CSRC) has intensified its crackdown on speculative activity following the Shanghai Composite Index reaching 10-year highs [6] AI Sector Growth - China aims to become a 90% AI economy by 2030, with significant growth in AI model usage projected [7] - Monthly token use in AI models in China is forecasted to range from 220-670Qa from 2025 to 2030, compared to 100-175Qa in the United States [8] Valuation and Equity Flows - The P/E ratio of FXI stands at 12.60X, significantly lower than the 28.77X of iShares Core S&P 500 ETF (IVV), indicating a cheaper valuation for Chinese equities [9] - Domestic equity flows are expected to rise, with Goldman Sachs estimating that Chinese equities could attract about $500 billion in fresh domestic capital this year [11] Consumption and Property Market Concerns - Domestic consumption remains subdued, with retail sales rising only 0.9% year on year in December 2025, missing market expectations [12] - The property sector is under pressure, with primary property sales expected to fall 10-14% in 2026 due to an oversupplied market [13] Overall Outlook - The outlook for Chinese stocks and ETFs is moderate-to-upbeat for 2026, supported by attractive valuations, improving equity flows, and AI-driven growth momentum [14] - However, long-term confidence in the Chinese market is contingent on regulatory stability, with potential volatility due to property sector stress and geopolitical risks [14]

Core Viewpoint - Labcorp Holdings (LH) reported quarterly earnings of $4.07 per share, exceeding the Zacks Consensus Estimate of $3.95 per share, and showing an increase from $3.45 per share a year ago, indicating a positive earnings surprise of +2.98% [1] Financial Performance - The company posted revenues of $3.52 billion for the quarter ended December 2025, which was below the Zacks Consensus Estimate by 0.97%, but an increase from $3.33 billion year-over-year [2] - Over the last four quarters, Labcorp has surpassed consensus EPS estimates four times, but has only topped consensus revenue estimates once [2] Stock Performance - Labcorp shares have increased approximately 12.7% since the beginning of the year, contrasting with a 0.1% decline in the S&P 500 [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $4.12 on revenues of $3.52 billion, and for the current fiscal year, it is $17.62 on revenues of $14.69 billion [7] - The trend of earnings estimate revisions for Labcorp was mixed ahead of the earnings release, which may change following the recent report [6] Industry Context - The Medical Services industry, to which Labcorp belongs, is currently ranked in the bottom 42% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Waystar Holding (WAY) came out with quarterly earnings of $0.36 per share, missing the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.29 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -8.37%. A quarter ago, it was expected that this health care payments software maker would post earnings of $0.34 per share when it actually produced earnings of $0.37, delivering a surprise of +8.82%.Over the last ...

Core Insights - Medtronic reported quarterly earnings of $1.36 per share, exceeding the Zacks Consensus Estimate of $1.33 per share, but down from $1.39 per share a year ago, resulting in an earnings surprise of +2.07% [1] - The company achieved revenues of $9.02 billion for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 1.35% and up from $8.29 billion year-over-year [2] Earnings Performance - Medtronic has surpassed consensus EPS estimates in all four of the last quarters [2] - The company’s shares have increased by approximately 3.6% since the beginning of the year, contrasting with a 0.1% decline in the S&P 500 [3] Future Outlook - The future performance of Medtronic's stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.68 on revenues of $9.6 billion, and for the current fiscal year, it is $5.64 on revenues of $36.04 billion [7] Industry Context - The Medical - Products industry, to which Medtronic belongs, is currently ranked in the bottom 40% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Core Viewpoint - Somnigroup International (SGI) reported quarterly earnings of $0.72 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.60 per share a year ago, with an earnings surprise of +0.56% [1] Financial Performance - The company posted revenues of $1.87 billion for the quarter ended December 2025, which was 3.24% below the Zacks Consensus Estimate, compared to $1.21 billion in revenues from the same quarter last year [2] - Over the last four quarters, SGI has surpassed consensus EPS estimates four times and topped revenue estimates two times [2] Stock Performance - SGI shares have increased approximately 7.6% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] Future Outlook - The company's earnings outlook is crucial for investors, including current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $0.58 on revenues of $1.75 billion, and for the current fiscal year, it is $3.38 on revenues of $7.98 billion [7] Industry Context - The Retail - Home Furnishings industry, to which SGI belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, indicating potential challenges ahead [8]