For the quarter ended January 2026, Walmart (WMT) reported revenue of $190.66 billion, up 5.6% over the same period last year. EPS came in at $0.74, compared to $0.66 in the year-ago quarter.The reported revenue represents a surprise of +0.32% over the Zacks Consensus Estimate of $190.05 billion. With the consensus EPS estimate being $0.73, the EPS surprise was +1.37%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expec ...

Bandwidth (BAND) reported $207.67 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 1.1%. EPS of $0.35 for the same period compares to $0.37 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $207.17 million, representing a surprise of +0.24%. The company delivered an EPS surprise of -0.71%, with the consensus EPS estimate being $0.35.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...

For the quarter ended December 2025, Klarna (KLAR) reported revenue of $1.08 billion, representing no change compared to the same period last year. EPS came in at -$0.12, compared to $0 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.07 billion, representing a surprise of +0.76%. The company delivered an EPS surprise of -359.77%, with the consensus EPS estimate being -$0.03.While investors closely watch year-over-year changes in headline numbers -- revenue and ear ...

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]

Key Takeaways Alcoa's Alumina segment output rose 1% sequentially to 2.48M metric tons in Q4 2025.AA saw alumina shipments climb 5% sequentially, backed by strong Australian refinery performance.Alcoa projects 2026 alumina output of 9.7-9.9M tonnes and shipments of 11.8-12.0M tonnes.Alcoa Corporation (AA) is benefiting from persistent strength in its Alumina segment, supported by strong performances across its assets and favorable prices. The segment is benefiting from growth in output at the Australian ref ...

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 ...