Key Takeaways TRU reports Q4 adjusted EPS of $1.07 and revenues of $1.2B, topping estimates.TransUnion posts 13% revenue growth, led by 16% rise in the U.S. Markets segment.TRU guides Q1 revenues of $1.2B and expects 2026 sales to rise to $4.981B.TransUnion (TRU) reported impressive fourth-quarter 2025 results, wherein earnings and revenues beat the Zacks Consensus Estimate.TRU’s quarterly adjusted EPS (adjusting 55 cents from non-recurring items) of $1.07 surpassed the consensus mark by 3.9%. The metric gr ...

Key Takeaways Colgate delivered record 2025 sales and free cash flow despite raw material inflation and incremental tariffs.Colgate's SGPP aims to streamline operations and fund the 2030 strategy while driving EPS growth.CL expects 2026 margin expansion via pricing, productivity and revenue-management efforts.Colgate-Palmolive Company (CL) entered 2026 with improved momentum after navigating a volatile 2025, marked by raw-material inflation, incremental tariffs and uneven category growth. Despite these pres ...

Key Takeaways VRSK, SHIP and VMC announced dividend hikes on Feb. 13 amid market volatility.SHIP will pay $0.20 per share on Apr. 10 and has raised dividends seven times in five years.VMC will pay $0.52 per share on Mar. 23 and has a 23% payout ratio.Wall Street has remained volatile for most of 2026, with major indexes giving up their previous gains. Tech stocks, which have driven the market rally over the past few years, have lately been taking a beating. Also, high inflation and uncertainty over the Fede ...

Industry Overview - The Zacks Beverages – Soft Drinks industry is experiencing growth driven by health-focused innovation and digital transformation, with rising demand for natural, low-sugar, and functional beverages [1] - Companies are expanding into adjacent categories like ready-to-drink (RTD) alcoholic drinks, leveraging AI-driven insights, e-commerce, and smart supply chains to enhance consumer engagement and operational efficiency [1] Challenges - The industry faces pressures from elevated input costs and tariff uncertainties, which are squeezing margins and complicating production planning [2] - Volatility in sugar, packaging, and freight expenses is prompting companies to adjust pricing strategies and reconfigure supply chains [2][7] - Ongoing tariff volatility adds unpredictability around key ingredients and equipment, particularly affecting price-sensitive markets [2][7] Key Players - Industry leaders such as The Coca-Cola Company, PepsiCo Inc., Monster Beverage Corporation, Keurig Dr Pepper Inc., and Vita Coco are well-positioned to advance through innovation and digital capabilities despite cost pressures [3] Consumer Trends - There is a significant shift in consumer preferences towards health and wellness, with increasing demand for beverages made from natural ingredients and reduced sugar [5] - Functional beverages that support hydration, energy, and mood are gaining market share, while plant-based and botanical-infused drinks are also becoming popular [5] Digital Transformation - Digital growth and innovation are reshaping the industry, with brands utilizing technology for consumer engagement and operational streamlining [6] - Advanced data analytics and AI-driven insights are helping companies personalize marketing and optimize product development, while e-commerce continues to expand [6] Financial Performance - The Zacks Beverages – Soft Drinks industry has outperformed the Consumer Staples sector and the S&P 500 Index over the past year, with a collective gain of 15.3% compared to the sector's 8.3% and the S&P 500's 14.3% [12] - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 20.1X, which is lower than the S&P 500's 22.48X and the sector's 18.06X [15] Stock Performance - Keurig Dr Pepper is expected to benefit from growth in the Refreshment Beverages segment, with a Zacks Consensus Estimate suggesting 5.3% sales growth and 6.7% earnings growth for 2026 [20] - Coca-Cola is positioned for long-term growth through strategic transformation and digital investments, with a projected 5% sales growth and 7.7% earnings growth for 2026 [24] - PepsiCo anticipates strong growth in its beverage business, with a Zacks Consensus Estimate indicating 4.5% sales growth and 5.4% earnings growth for 2026 [27] - Monster Beverage is experiencing strength in its energy drinks category, with a projected 9.5% sales growth and 15.2% earnings growth for 2026 [31] - Vita Coco is benefiting from its focus on expanding the coconut water category, with a projected 13.7% sales growth and 28.7% earnings growth for 2025 [33]

Key Takeaways New Jobless Claims Sink to Early 2026 LevelsTrade Deficit Sinks to -$70B, Inventories FlatWalmart, Deere & Etsy All Beat Earnings Ahead of the OpenThursday, February 19th, 2026We have a decent amount of grist for the stock market mill this morning, with key earnings reports joining key economic news. Pre-market indexes have slid into the red from early-morning highs, but are leveling off currently: the Dow is -133 points, -0.27%, the S&P 500 -19, -0.28%, the Nasdaq -92, -0.37% and the small-ca ...

Key Takeaways CRH's fourth-quarter EPS met estimates as it delivered margin expansion despite a slight revenue miss.CRH's Americas operations strength helped it offset softer residential demand trends during the quarter.The company guides higher 2026 adjusted EBITDA as it boosts dividends and shareholder returns.CRH plc (CRH) delivered mixed fourth-quarter 2025 results, with adjusted earnings meeting the Zacks Consensus Estimate and increasing on a year-over-year basis. Total revenues missed the consensus m ...

Key Takeaways Moderna shares climbed 6% after the FDA agreed to review its mRNA-1010 flu vaccine filing.FDA reversed last week's refusal; decision on mRNA-1010 is due by Aug. 5, 2026.mRNA-1010 seeks full nod for 50-64 and accelerated approval for 65, launch eyed for 2026/2027.Shares of Moderna (MRNA) rose 6% on Wednesday after the company announced that the FDA agreed to review its regulatory filing seeking approval for its seasonal influenza vaccine, mRNA-1010. A final decision is expected by Aug. 5, 2026. ...

Key Takeaways EIX Q4 adjusted EPS of $1.87 beat estimates by 27% and rose 78% year over year.Edison International's 2025 operating income climbed to $7.09B as expenses fell 16.7%.EIX sees 2026 EPS of $5.90-$6.20, below the $6.24 consensus estimate.Edison International (EIX) reported fourth-quarter 2025 adjusted earnings of $1.87 per share, which surpassed the Zacks Consensus Estimate of $1.47 by 27.4%. The bottom line also increased 78.1% from $1.05 in the year-ago quarter.The company recorded GAAP earnings ...

Core Insights - Southern Co. reported $6.98 billion in revenue for the quarter ended December 2025, marking a year-over-year increase of 10.1% and an EPS of $0.55 compared to $0.50 a year ago, with revenue exceeding the Zacks Consensus Estimate of $6.86 billion by 1.7% [1] Financial Performance - The company delivered an EPS surprise of -1.79%, with the consensus EPS estimate being $0.56 [1] - Southern Co. shares returned +2.1% over the past month, while the Zacks S&P 500 composite experienced a -0.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance against the broader market in the near term [3] Operating Revenues Breakdown - Southern Power reported operating revenues of $472 million, below the estimated $510.01 million, but reflecting a +13.2% change year-over-year [4] - Total retail sales reached $35.33 billion, surpassing the three-analyst average estimate of $34.88 billion [4] - Southern Company Natural Gas generated $1.49 billion in operating revenues, exceeding the $1.27 billion estimate, with a year-over-year increase of +20.7% [4] - Georgia Power - Other Revenues were $222 million, below the two-analyst average estimate of $273.36 million, representing a year-over-year decline of -17.5% [4] - Mississippi Power - Retail Revenues were $261 million, exceeding the estimated $232.24 million, with a +15.5% year-over-year change [4] - Southern Company Gas - Gas Distribution Operations reported $1.31 billion, surpassing the $1.1 billion estimate, reflecting a +21.9% year-over-year change [4] - Retail Electric revenues were $4.27 billion, slightly below the $4.28 billion estimate, with a +6.7% year-over-year change [4] - Alabama Power reported $1.94 billion, slightly above the two-analyst average estimate of $1.93 billion, with a +10.6% year-over-year change [4] - Georgia Power generated $2.71 billion, exceeding the $2.65 billion estimate, reflecting a +4.9% year-over-year change [4] - Mississippi Power reported $394 million, surpassing the $356.15 million estimate, with a +14.2% year-over-year change [4]

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 ...