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Oceaneering International (OII) Q4 Earnings Top Estimates
ZACKS· 2026-02-19 00:11
Core Viewpoint - Oceaneering International (OII) reported quarterly earnings of $0.45 per share, exceeding the Zacks Consensus Estimate of $0.44 per share, and showing an increase from $0.37 per share a year ago, indicating a positive earnings surprise of +3.45% [1] Financial Performance - The company achieved revenues of $668.57 million for the quarter ended December 2025, which fell short of the Zacks Consensus Estimate by 5.97% and decreased from $713.45 million year-over-year [2] - Oceaneering International has surpassed consensus EPS estimates in all four of the last quarters [2] Stock Performance - Shares of Oceaneering International have increased approximately 34.7% since the beginning of the year, contrasting with the S&P 500's zero return [3] Future Outlook - The company's earnings outlook will be crucial for determining the sustainability of its stock price movement, with current consensus EPS estimates at $0.40 for the upcoming quarter and $1.86 for the current fiscal year [4][7] - The Zacks Rank for Oceaneering International is currently 2 (Buy), suggesting that the stock is expected to outperform the market in the near future [6] Industry Context - The Oil and Gas - Field Services industry, to which Oceaneering International belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable industry outlook [8]
Netflix vs. Roku: Which Streaming Stock is the Better Buy-the-Dip Target?
ZACKS· 2026-02-19 00:06
Core Insights - Netflix and Roku are both significant players in the streaming industry, but they serve different roles, with Netflix as a content creator and Roku as a platform for accessing content [2][3]. Group 1: Company Overview - Netflix's stock has decreased by 30% to under $80 per share since a 10-1 stock split in November, aimed at making shares more affordable for employees [1]. - Roku's shares are currently priced around $90, which is more than Netflix but over 20% lower than its 52-week high of $116 [1]. Group 2: Financial Performance - Netflix's annual sales are projected to exceed $50 billion this year, with a 13% increase expected from $45.18 billion in 2025, and a further 12% increase to $57.22 billion in FY27 [4]. - Roku's annual sales are forecasted to grow by 16% in FY26 and another 13% in FY27, reaching $6.22 billion [8]. Group 3: Strategic Moves - Netflix has launched ad-supported subscription plans in nearly 200 countries, boasting over 200 million international subscribers, and is looking to expand further by potentially acquiring Warner Bros. Discovery [5]. - Roku's growth strategy includes advertising partnerships, notably with Amazon, and it controls about 50% of the streaming operating systems market [8]. Group 4: Earnings Projections - Netflix's earnings per share (EPS) are expected to grow by 20% in the foreseeable future, with projections nearing $4.00, although recent revisions for FY26 and FY27 EPS have been modestly lower [9][10]. - Roku's EPS is projected to increase significantly, with FY26 estimates at $2.03, a 244% increase from $0.59 last year, and FY27 EPS expected to rise to $3.20 [14]. Group 5: Valuation and Market Position - Long-term investors may find Netflix attractive at a forward earnings multiple of 24X, compared to Roku's 43X, although Roku's positive EPS revisions suggest short-term upside potential [15]. - Roku currently holds a Zacks Rank 1 (Strong Buy), while Netflix has a Zacks Rank 3 (Hold) [16].
CVR Energy (CVI) Reports Q4 Loss, Beats Revenue Estimates
ZACKS· 2026-02-19 00:06
分组1 - CVR Energy reported a quarterly loss of $0.8 per share, which is better than the Zacks Consensus Estimate of a loss of $0.84, but worse than a loss of $0.13 per share a year ago, indicating an earnings surprise of +4.19% [1] - The company posted revenues of $1.81 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.09%, although this is a decrease from year-ago revenues of $1.95 billion [2] - CVR has surpassed consensus EPS estimates three times over the last four quarters, indicating a trend of positive earnings surprises [2] 分组2 - The stock has underperformed the market, losing about 11.5% since the beginning of the year, while the S&P 500 has returned zero [3] - The current consensus EPS estimate for the coming quarter is -$0.02 on revenues of $1.72 billion, and for the current fiscal year, it is $0.38 on revenues of $6.97 billion [7] - The Zacks Industry Rank for Oil and Gas - Refining and Marketing is currently in the bottom 14% of over 250 Zacks industries, suggesting a challenging environment for stocks in this sector [8]
Reliance (RS) Misses Q4 Earnings Estimates
ZACKS· 2026-02-19 00:06
分组1 - Reliance reported quarterly earnings of $2.4 per share, missing the Zacks Consensus Estimate of $2.8 per share, representing an earnings surprise of -14.36% [1] - The company posted revenues of $3.5 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.44%, compared to year-ago revenues of $3.13 billion [2] - Reliance has topped consensus revenue estimates four times over the last four quarters, while it has surpassed consensus EPS estimates just once during the same period [2] 分组2 - The stock has added about 17.8% since the beginning of the year, outperforming the S&P 500, which has returned zero [3] - The current consensus EPS estimate for the coming quarter is $4.70 on revenues of $3.79 billion, and for the current fiscal year, it is $18.17 on revenues of $14.84 billion [7] - The Mining - Miscellaneous industry, to which Reliance belongs, is currently in the top 22% of over 250 Zacks industries, indicating a favorable outlook [8]
Coeur Mining (CDE) Q4 Earnings Lag Estimates
ZACKS· 2026-02-19 00:06
分组1 - Coeur Mining reported quarterly earnings of $0.35 per share, missing the Zacks Consensus Estimate of $0.43 per share, but showing an increase from $0.11 per share a year ago, resulting in an earnings surprise of -18.61% [1] - The company posted revenues of $674.7 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.90%, and showing significant growth from year-ago revenues of $305.4 million [2] - Coeur Mining shares have increased approximately 22.3% since the beginning of the year, outperforming the S&P 500, which has shown a zero return [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.53 on revenues of $683.6 million, and for the current fiscal year, it is $1.99 on revenues of $2.69 billion [7] - The Mining - Non Ferrous industry, to which Coeur Mining belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - Coeur Mining has a Zacks Rank of 1 (Strong Buy), suggesting that the stock is expected to outperform the market in the near future [6]
Tronox (TROX) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2026-02-19 00:01
Core Insights - Tronox reported revenue of $730 million for the quarter ended December 2025, reflecting an 8% increase year-over-year, but EPS was -$0.60 compared to $0.03 in the same quarter last year [1] - The revenue was slightly below the Zacks Consensus Estimate of $730.22 million, resulting in a surprise of -0.03%, while the EPS surprise was -38.38% against a consensus estimate of -$0.43 [1] Financial Performance - Key metrics indicate that Tronox's revenue from TiO2 was $577 million, exceeding the estimated $556.4 million [4] - Revenue from other products reached $75 million, surpassing the average estimate of $68.67 million [4] - Zircon revenue was reported at $78 million, also above the average estimate of $65.49 million [4] Stock Performance - Over the past month, Tronox shares have returned +37.2%, contrasting with a -1.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), suggesting potential underperformance relative to the broader market in the near term [3]
Industrial Logistics Properties Trust (ILPT) Surpasses Q4 FFO and Revenue Estimates
ZACKS· 2026-02-19 00:01
分组1 - Industrial Logistics Properties Trust (ILPT) reported quarterly funds from operations (FFO) of $0.29 per share, exceeding the Zacks Consensus Estimate of $0.28 per share, and showing an increase from $0.13 per share a year ago, resulting in an FFO surprise of +3.57% [1] - The company posted revenues of $113.91 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.35%, and an increase from $110.52 million in the previous year [2] - The stock has underperformed the market with a loss of about 0.4% since the beginning of the year, compared to the S&P 500's zero return [3] 分组2 - The current consensus FFO estimate for the coming quarter is $0.30 on revenues of $111.79 million, and for the current fiscal year, it is $1.14 on revenues of $446.67 million [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the bottom 32% of over 250 Zacks industries, indicating potential challenges for the sector [8] - The estimate revisions trend for ILPT was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]
CRH (CRH) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2026-02-19 00:01
For the quarter ended December 2025, CRH (CRH) reported revenue of $9.42 billion, up 6.2% over the same period last year. EPS came in at $1.52, compared to $1.43 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $9.54 billion, representing a surprise of -1.34%. The company has not delivered EPS surprise, with the consensus EPS estimate being $1.52.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to ...
Compared to Estimates, Carvana (CVNA) Q4 Earnings: A Look at Key Metrics
ZACKS· 2026-02-19 00:01
For the quarter ended December 2025, Carvana (CVNA) reported revenue of $5.6 billion, up 58% over the same period last year. EPS came in at $4.22, compared to $0.56 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $5.22 billion, representing a surprise of +7.32%. The company delivered an EPS surprise of +274.35%, with the consensus EPS estimate being $1.13.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...
AST SpaceMobile, Inc. (ASTS) Exceeds Market Returns: Some Facts to Consider
ZACKS· 2026-02-19 00:01
In the latest trading session, AST SpaceMobile, Inc. (ASTS) closed at $84.43, marking a +1.69% move from the previous day. The stock exceeded the S&P 500, which registered a gain of 0.56% for the day. Meanwhile, the Dow experienced a rise of 0.26%, and the technology-dominated Nasdaq saw an increase of 0.78%. Coming into today, shares of the company had lost 26.16% in the past month. In that same time, the Computer and Technology sector lost 4.09%, while the S&P 500 lost 1.27%. The investment community will ...