Financial Performance - For the quarter ended December 2025, Cheesecake Factory reported revenue of $961.56 million, an increase of 4.4% year-over-year [1] - EPS for the quarter was $1.00, down from $1.04 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $948.89 million, resulting in a surprise of +1.34% [1] - The company delivered an EPS surprise of +2.04%, with the consensus EPS estimate being $0.98 [1] Key Metrics - Comparable restaurant sales for The Cheesecake Factory decreased by 2.2%, compared to the average estimate of -0.9% from seven analysts [4] - Comparable restaurant sales for North Italia fell by 4%, against an average estimate of -3.2% from seven analysts [4] - The number of company-owned restaurants for The Cheesecake Factory was 218, matching the average estimate [4] - The total number of company-owned restaurants was 371, slightly below the average estimate of 372 [4] Revenue Breakdown - Revenues for North Italia were reported at $88.17 million, below the average estimate of $90.2 million, but represented an 8.4% year-over-year increase [4] - Revenues for The Cheesecake Factory restaurants were $681.43 million, exceeding the average estimate of $669.8 million, with a year-over-year change of +1.8% [4] - Revenues for Other segments were $92.51 million, slightly below the average estimate of $93.47 million, reflecting an 8.6% year-over-year increase [4] - Revenues for Other FRC were $99.44 million, surpassing the average estimate of $95.67 million, with a significant year-over-year change of +16.8% [4] Stock Performance - Shares of Cheesecake Factory have returned +8.5% over the past month, while the Zacks S&P 500 composite experienced a -1.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - CF Industries reported a revenue of $1.87 billion for the quarter ended December 2025, marking a 22.8% increase year-over-year, with an EPS of $2.99 compared to $1.89 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.79 billion by 4.69%, and the EPS surpassed the consensus estimate of $2.50 by 19.79% [1] Financial Performance - CF Industries' shares returned +6.1% over the past month, while the Zacks S&P 500 composite declined by -1.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3] Sales Volume and Pricing - Ammonia sales volume reached 1,272 KTon, exceeding the average estimate of 1,164.55 KTon [4] - Total product sold was 4,528 KTon, slightly below the average estimate of 4,721.13 KTon [4] - Granular Urea sales volume was 857 KTon, below the estimated 1,021.51 KTon [4] - UAN sales volume was 1,606 KTon, compared to the average estimate of 1,693.76 KTon [4] - Average selling price for Granular Urea was $434.00, above the estimate of $412.49 [4] - Average selling price for Ammonia was $557.00, exceeding the estimate of $485.54 [4] Net Sales Performance - Net Sales for Ammonia were $708 million, surpassing the estimate of $570.71 million, reflecting a year-over-year increase of 23.8% [4] - Net Sales for Granular Urea were $372 million, below the estimate of $423.03 million, with a year-over-year change of +6.9% [4] - Net Sales for UAN were $564 million, slightly above the estimate of $560.37 million, representing a significant year-over-year increase of 51.6% [4] - Net Sales for AN were $81 million, exceeding the estimate of $71.74 million, but showing a year-over-year decline of 19.8% [4] - Net Sales for Other products were $147 million, compared to the estimate of $153.66 million, with a year-over-year change of +12.2% [4]

Reliance (RS) reported $3.5 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 11.9%. EPS of $2.40 for the same period compares to $2.22 a year ago.The reported revenue represents a surprise of +3.44% over the Zacks Consensus Estimate of $3.38 billion. With the consensus EPS estimate being $2.80, the EPS surprise was -14.36%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...

For the quarter ended December 2025, Figma, Inc. (FIG) reported revenue of $303.78 million, representing no change compared to the same period last year. EPS came in at $0.08, compared to $0 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $293.08 million, representing a surprise of +3.65%. The company delivered an EPS surprise of +23.08%, with the consensus EPS estimate being $0.07.While investors scrutinize revenue and earnings changes year-over-year and how they co ...

Core Viewpoint - Nutrien reported quarterly earnings of $0.83 per share, missing the Zacks Consensus Estimate of $0.87 per share, but showing an increase from $0.31 per share a year ago, indicating a -4.96% earnings surprise [1] Group 1: Earnings and Revenue Performance - The company posted revenues of $5.34 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.55% and showing an increase from $5.08 billion year-over-year [2] - Over the last four quarters, Nutrien has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Group 2: Stock Performance and Outlook - Nutrien shares have increased by approximately 13.2% since the beginning of the year, outperforming the S&P 500, which has shown zero return [3] - The company's earnings outlook is crucial for future stock performance, with current consensus EPS estimates at $0.46 on $5.19 billion in revenues for the coming quarter and $4.76 on $27.26 billion in revenues for the current fiscal year [7] Group 3: Industry Context - The Fertilizers industry, to which Nutrien belongs, is currently in the top 11% of over 250 Zacks industries, indicating a favorable industry outlook that can significantly impact stock performance [8]

Core Insights - Macerich reported revenue of $261.7 million for the quarter ended December 2025, reflecting a 4.4% decline year-over-year and a surprise of -7.63% compared to the Zacks Consensus Estimate of $283.31 million [1] - The company's EPS was $0.48, a significant improvement from -$0.89 in the same quarter last year, resulting in a positive surprise of +10.73% against the consensus estimate of $0.43 [1] Financial Performance - Minimum rents generated $151.87 million, falling short of the average estimate of $167.66 million by three analysts, marking a year-over-year decrease of -4.6% [4] - Management Companies revenues were reported at $6.44 million, exceeding the average estimate of $6.09 million, but still showing a year-over-year decline of -16.6% [4] - Tenant recoveries amounted to $65.23 million, below the average estimate of $71.99 million, with a year-over-year change of -1% [4] - Percentage rents reached $19.31 million, slightly above the estimated $18.92 million, but represented a -14.5% change compared to the previous year [4] - Net Earnings Per Share (Diluted) was reported at -$0.07, compared to the average estimate of -$0.01 from four analysts [4] Stock Performance - Over the past month, Macerich's shares have returned +2%, contrasting with a -1.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Jack In The Box reported a revenue of $349.52 million for the quarter ended December 2025, reflecting a year-over-year decline of 25.6% and an EPS of $1.00 compared to $1.92 a year ago, with a revenue surprise of +1.64% over the Zacks Consensus Estimate [1] Financial Performance - The reported revenue of $349.52 million exceeded the Zacks Consensus Estimate of $343.87 million by +1.64% [1] - The EPS of $1.00 was below the consensus estimate of $1.10, resulting in an EPS surprise of -8.81% [1] Key Metrics - Jack In The Box shares returned +3.2% over the past month, while the Zacks S&P 500 composite experienced a -1.3% change [3] - The company holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3] Restaurant Counts and Sales - Total restaurant counts at the end of the period were 2,128, surpassing the four-analyst average estimate of 2,106 [4] - Franchised restaurant counts were 1,979, compared to the average estimate of 1,956 [4] - Company restaurant counts were 149, slightly below the average estimate of 150 [4] - Same-store sales for the system declined by -6.7%, worse than the average estimate of -5.2% [4] - Company same-store sales decreased by -4.7%, also better than the average estimate of -5.1% [4] Revenue Breakdown - Franchise rental revenues were reported at $97.39 million, below the average estimate of $98.63 million, marking a -16.4% year-over-year change [4] - Franchise contributions for advertising and other services were $61.35 million, compared to the estimated $64.78 million, representing a -20.8% change year-over-year [4] - Total franchise revenues (rental + royalties + contributions) were $217.61 million, below the average estimate of $224.75 million, reflecting an -18.9% year-over-year change [4] - Franchise royalties and other revenues were $58.88 million, compared to the estimated $61.34 million, indicating a -20.5% change year-over-year [4] - Company restaurant sales were $131.91 million, below the average estimate of $144.15 million, with a year-over-year decline of -34.5% [4]

Core Viewpoint - Kadant (KAI) reported quarterly earnings of $2.27 per share, exceeding the Zacks Consensus Estimate of $2.19 per share, and showing a slight increase from $2.25 per share a year ago [1] Financial Performance - The earnings surprise for the quarter was +3.54%, and the company had a significant surprise of +18.81% in the previous quarter, where actual earnings were $2.59 compared to an expected $2.18 [2] - Kadant's revenues for the quarter reached $286.2 million, surpassing the Zacks Consensus Estimate by 4.82%, and up from $258.03 million year-over-year [3] Stock Performance - Kadant shares have increased approximately 17% since the beginning of the year, contrasting with the S&P 500's zero return [4] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future due to unfavorable estimate revisions prior to the earnings release [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $2.33 on revenues of $272.88 million, and for the current fiscal year, it is $10.25 on revenues of $1.15 billion [8] - The Engineering - R and D Services industry, to which Kadant belongs, is ranked in the top 21% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

Core Insights - Pan American Silver (PAAS) reported quarterly earnings of $1.11 per share, exceeding the Zacks Consensus Estimate of $0.90 per share, and showing a significant increase from $0.35 per share a year ago, resulting in an earnings surprise of +23.64% [1] - The company generated revenues of $1.18 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 6.00%, and up from $815.1 million in the same quarter last year [2] - Pan American Silver has outperformed the S&P 500 with an 8.3% increase in share price since the beginning of the year, while the S&P 500 has shown a zero return [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.95 on revenues of $1.2 billion, and for the current fiscal year, it is $3.66 on revenues of $4.68 billion [7] - The estimate revisions trend for Pan American Silver was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Mining - Silver industry is currently ranked in the top 5% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [8] - Another company in the same industry, Avino Silver (ASM), is expected to report quarterly earnings of $0.06 per share, reflecting a year-over-year decline of -14.3%, with revenues projected at $29.1 million, up 19.4% from the previous year [9]

Core Viewpoint - Avino Silver (ASM) has shown strong stock performance, significantly outperforming both the S&P 500 and the Basic Materials sector over the past month, with a notable increase in stock price and positive earnings expectations for the upcoming quarter [1][2][3]. Group 1: Stock Performance - Avino Silver's stock closed at $9.22, reflecting a 2.56% increase from the previous trading session, outperforming the S&P 500's gain of 0.56% [1]. - The stock has risen by 28.43% in the past month, while the Basic Materials sector gained 7.08% and the S&P 500 experienced a loss of 1.27% [1]. Group 2: Earnings Forecast - The upcoming earnings disclosure is anticipated to show an EPS of $0.06, which represents a 14.29% decrease compared to the same quarter last year [2]. - Quarterly revenue is projected to be $29.1 million, indicating a 19.36% increase from the previous year [2]. Group 3: Full Year Estimates - For the full year, earnings are expected to be $0.17 per share, reflecting a 13.33% increase from the previous year, with revenue projected at $90.3 million, a 36.45% increase [3]. - Recent analyst estimate revisions suggest a positive outlook for the business, as these changes often correlate with short-term stock movements [3][4]. Group 4: Zacks Rank and Valuation - Avino Silver currently holds a Zacks Rank of 2 (Buy), with the consensus EPS estimate rising by 25.86% over the past month [5]. - The company has a Forward P/E ratio of 24.63, which is higher than the industry's Forward P/E of 16.53, indicating a premium valuation [6]. Group 5: Industry Context - The Mining - Silver industry, part of the Basic Materials sector, is currently ranked 11th by Zacks, placing it in the top 5% of over 250 industries [6]. - The Zacks Industry Rank suggests that the top 50% of rated industries outperform the bottom half by a factor of 2 to 1, indicating a favorable environment for Avino Silver [7].