TER Quarterly Sales Top $1B, DVA & PEP Beat Earnings

分组1: Pterodine - Pterodine reported better-than-expected quarterly results, with adjusted EPS at $1.80 and revenue at $1.08 billion, surpassing street expectations [2][4] - The company experienced its first billion-dollar quarter since 2021, indicating a significant cyclical structural rebound [4] - Guidance for Q1 revenue is projected between $1.15 billion and $1.4 billion, with EPS guidance between $1.89 and $2.25, both exceeding market expectations [5][4] - Pterodine is recognized as a core player in the AI sector, benefiting from increased demand for AI-related chips across various applications [3][6] 分组2: Dvita - Dvita's quarterly results showed strong performance with adjusted EPS of $3.40 and revenue of $3.62 billion, both exceeding street forecasts [8][9] - The company anticipates a bullish outlook for 2026, with adjusted EPS guidance between $13.60 and $15.00, reflecting confidence in reimbursement trends and operational momentum [8][9] - Dvita's results were supported by steady demand for kidney dialysis services and improved reimbursement rates, although they are still addressing operational challenges from a ransomware attack [9][10] 分组3: Pepsi - Pepsi reported adjusted EPS of $2.26 and revenue of $29.34 billion, both beating market expectations [12] - The company is experiencing volume softness in North America, with global food volume declining by 2%, while beverage volume increased by 1% [12][13] - Pepsi is implementing a pricing strategy shift, including planned price cuts, and expanding into protein-based snacks and functional drinks to meet changing consumer demands [13][14]