Core Insights - American Coastal Insurance (ACIC) reported a revenue of $86.38 million for the quarter ended December 2025, reflecting a 9% increase year-over-year and a surprise of +3.56% over the Zacks Consensus Estimate of $83.41 million [1] - The earnings per share (EPS) for the quarter was $0.51, significantly higher than $0.12 in the same quarter last year, resulting in an EPS surprise of +21.43% compared to the consensus estimate of $0.42 [1] Financial Performance Metrics - Loss Ratio for the quarter was reported at 12.5%, which is significantly lower than the average estimate of 23.8% based on two analysts [4] - Expense Ratio stood at 46.1%, slightly above the average estimate of 45% from two analysts [4] - Combined Ratio was reported at 58.6%, compared to the estimated average of 68.8% by two analysts [4] - Net premiums earned were $79.32 million, exceeding the average estimate of $76.91 million, with a year-over-year increase of +7.9% [4] - Net investment income was $5.49 million, slightly below the average estimate of $5.8 million, with a year-over-year change of +3.1% [4] Stock Performance - Over the past month, shares of American Coastal have returned -2.1%, while the Zacks S&P 500 composite experienced a -0.8% 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]

Financial Performance - Floor & Decor reported revenue of $1.13 billion for the quarter ended December 2025, reflecting a year-over-year increase of 2% [1] - The earnings per share (EPS) for the same period was $0.36, down from $0.39 a year ago [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $1.14 billion, resulting in a surprise of -0.52% [1] - The company delivered an EPS surprise of +1.9%, with the consensus EPS estimate being $0.35 [1] Key Metrics - Comparable store sales decreased by 4.8%, compared to an average estimate of -3% from seven analysts [4] - The total number of warehouse stores was 270, slightly below the average estimate of 272 based on four analysts [4] - The number of warehouse stores opened was 8, compared to an estimated 9 by three analysts [4] Stock Performance - Shares of Floor & Decor have returned -6.8% over the past month, while the Zacks S&P 500 composite experienced a -0.8% 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]

分组1 - Opendoor Technologies Inc. reported a quarterly loss of $0.07 per share, better than the Zacks Consensus Estimate of a loss of $0.08, and improved from a loss of $0.11 per share a year ago, resulting in an earnings surprise of +15.97% [1] - The company posted revenues of $736 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 23.41%, but down from $1.08 billion in the same quarter last year [2] - Opendoor Technologies has surpassed consensus EPS estimates two times over the last four quarters and topped consensus revenue estimates four times during the same period [2] 分组2 - The stock has underperformed, losing about 20.6% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.07 on revenues of $871.95 million, and for the current fiscal year, it is -$0.21 on revenues of $4.61 billion [7] - The Zacks Industry Rank for Internet - Software is in the top 36% of over 250 Zacks industries, indicating that the industry outlook can significantly impact stock performance [8]

Core Viewpoint - ICU Medical reported a revenue of $535.94 million for the quarter ended December 2025, reflecting a 13.8% decline year-over-year, with an EPS of $1.91 compared to $2.11 in the same quarter last year [1] Financial Performance - The reported revenue of $535.94 million exceeded the Zacks Consensus Estimate of $528.97 million, resulting in a surprise of +1.32% [1] - The company achieved an EPS surprise of +13.52%, with the consensus EPS estimate being $1.68 [1] Key Metrics - Revenue from Infusion Systems was $176.3 million, slightly below the average estimate of $177.59 million from two analysts [4] - Revenue from Vital Care reached $79.7 million, surpassing the average estimate of $76.87 million from two analysts [4] - Revenue from Consumables was $284.7 million, exceeding the two-analyst average estimate of $280.64 million [4] Stock Performance - Shares of ICU Medical have returned -2.3% over the past month, compared to a -0.8% change in the Zacks S&P 500 composite [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 - Consolidated Edison (ED) reported $4 billion in revenue for Q4 2025, an 8.9% year-over-year increase, with an EPS of $0.89 compared to $0.98 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $3.7 billion by 8.07%, and the EPS also surpassed the consensus estimate of $0.84 by 5.59% [1] Financial Performance Metrics - Operating revenues for O&R were $306 million, exceeding the average estimate of $261.09 million, reflecting a year-over-year increase of 13.3% [4] - Operating revenues for CECONY reached $3.69 billion, surpassing the estimated $3.46 billion, marking an 8.5% increase compared to the previous year [4] - Operating income for CECONY was reported at $484 million, below the average estimate of $600.96 million [4] - Operating income for O&R was $21 million, compared to the average estimate of $26.49 million [4] - Operating income for Con Edison Transmission was reported at -$20 million, worse than the average estimate of -$1.93 million [4] - Operating income for Other was $2 million, significantly lower than the average estimate of $11.51 million [4] Stock Performance - Shares of Con Edison have returned +7.5% over the past month, while the Zacks S&P 500 composite experienced a -0.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]

分组1 - World Kinect reported quarterly earnings of $0.3 per share, missing the Zacks Consensus Estimate of $0.47 per share, and down from $0.62 per share a year ago, representing an earnings surprise of -36.17% [1] - The company posted revenues of $9.03 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 2.12%, and down from $9.76 billion year-over-year [2] - World Kinect has not surpassed consensus revenue estimates over the last four quarters [2] 分组2 - The stock has gained approximately 12.8% since the beginning of the year, outperforming the S&P 500's gain of 0.5% [3] - The current consensus EPS estimate for the coming quarter is $0.35 on revenues of $8.98 billion, and for the current fiscal year, it is $2.41 on revenues of $37.47 billion [7] - The Oil and Gas - Refining and Marketing industry is currently in the bottom 15% of the Zacks industries, indicating potential challenges for stocks in this sector [8]

分组1 - Barings BDC reported quarterly earnings of $0.27 per share, exceeding the Zacks Consensus Estimate of $0.26 per share, but down from $0.28 per share a year ago, representing an earnings surprise of +3.85% [1] - The company posted revenues of $67.97 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 1.18% and down from $70.63 million year-over-year [2] - Barings BDC has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates two times in the same period [2] 分组2 - The stock has underperformed the market with a loss of about 0.2% since the beginning of the year, compared to the S&P 500's gain of 0.5% [3] - The current consensus EPS estimate for the coming quarter is $0.26 on revenues of $66.34 million, and for the current fiscal year, it is $0.98 on revenues of $261.89 million [7] - The Financial - SBIC & Commercial Industry, to which Barings BDC belongs, is currently in the top 35% of Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

分组1 - Employers Holdings (EIG) reported quarterly earnings of $0.66 per share, exceeding the Zacks Consensus Estimate of $0.41 per share, but down from $1.15 per share a year ago, representing an earnings surprise of +60.98% [1] - The company posted revenues of $170.5 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 21.24%, compared to year-ago revenues of $216.6 million [2] - Employers Holdings shares have underperformed the market, losing about 2.3% since the beginning of the year, while the S&P 500 gained 0.5% [3] 分组2 - The current consensus EPS estimate for the coming quarter is $0.36 on revenues of $217.41 million, and for the current fiscal year, it is $1.93 on revenues of $877.28 million [7] - The Zacks Industry Rank for Insurance - Accident and Health is currently in the bottom 35% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Employers Holdings has a Zacks Rank 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]

Core Viewpoint - Hamilton Insurance reported strong quarterly earnings of $1.65 per share, significantly exceeding the Zacks Consensus Estimate of $0.69 per share, and showing a substantial increase from $0.32 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was +139.13%, following a previous surprise of +85.92% in the last quarter [2] - Revenues for the quarter reached $728.33 million, surpassing the Zacks Consensus Estimate by 14.28%, and up from $570.49 million year-over-year [3] Stock Performance - Hamilton Insurance shares have increased by approximately 9.3% since the beginning of the year, outperforming the S&P 500, which gained 0.5% [4] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $1.23 for the upcoming quarter and $3.86 for the current fiscal year [5][8] - The Zacks Rank for Hamilton Insurance is currently 3 (Hold), indicating expected performance in line with the market [7] Industry Context - The Insurance - Multi line industry is currently ranked in the bottom 32% of over 250 Zacks industries, suggesting potential challenges ahead [9] - Another company in the same industry, Assured Guaranty, is expected to report earnings of $1.54 per share, reflecting a year-over-year increase of +21.3% [10]

Core Insights - Park Hotels & Resorts reported quarterly funds from operations (FFO) of $0.51 per share, exceeding the Zacks Consensus Estimate of $0.48 per share, and up from $0.39 per share a year ago, representing a surprise of +7.14% [1] - The company achieved revenues of $629 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.39%, and compared to $625 million in the same quarter last year [2] Financial Performance - Over the last four quarters, Park Hotels & Resorts has surpassed consensus FFO estimates three times [2] - The company has also topped consensus revenue estimates three times in the last four quarters [2] - The current consensus FFO estimate for the upcoming quarter is $0.44 on revenues of $613.5 million, and for the current fiscal year, it is $2.00 on revenues of $2.52 billion [7] Market Performance - Park Hotels & Resorts shares have increased approximately 9.3% since the beginning of the year, while the S&P 500 has gained only 0.5% [3] - 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 [6] Industry Context - The REIT and Equity Trust - Other industry, to which Park Hotels & Resorts belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in estimate revisions, which could impact investor sentiment [5]