SHELTON, Conn., Feb. 27, 2026 /PRNewswire/ -- Edgewell Personal Care Company (NYSE: EPC) today announced that it will participate in a fireside chat at the 47th Annual Raymond James Institutional Investors Conference in Orlando, FL on Wednesday March 4, 2026, at 8:40 A.M. ET. Rod Little, President and Chief Executive Officer and Francesca Weissman, Chief Financial Officer will be presenting for Edgewell. All interested parties may access a live webcast of these events at www.edgewell.com, under "Investors," ...

GeniTech (Shenji), a unit of Chinese electric vehicle manufacturer Nio, has entered into binding agreements for a 2.25bn yuan $323m investment from a group of local investors. Shenji handles the company’s intelligent-driving chip programme Nio’s English-language release did not name the investors. Chinese media reports, however, have cited Hefei State-Owned Capital Enterprise Investment, Hefei Haiheng, IDG Capital, China Fortune-Tech Capital and Yuanhe Puhua among those involved. In a statement, the a ...

Core Viewpoint - Avnet reported strong second-quarter earnings for fiscal 2026, exceeding estimates and showing significant year-over-year growth in both earnings and revenues [2][3]. Financial Performance - Adjusted earnings per share for Q2 were $1.05, surpassing the Zacks Consensus Estimate by 10.53% and increasing 20.7% year-over-year [2]. - Net sales rose 11.6% year-over-year to $6.32 billion, exceeding the consensus mark by 5.28% [3]. - The Electronic Components segment's revenues increased 10.8% year-over-year to $5.89 billion, outperforming estimates of $5.6 billion [4]. - Farnell sales surged 23.6% year-over-year to $427.1 million, exceeding the estimate of $400.8 million [4]. Regional Performance - Year-over-year sales growth included a 16.9% increase in Asia to $3.17 billion, a 4.9% increase in the Americas to $1.44 billion, and an 8.3% increase in EMEA to $1.71 billion [5]. Operating Income and Margins - Adjusted operating income was $171.7 million, up 7.7% year-over-year [5]. - The operating margin for the Electronic Components segment contracted 20 basis points to 3.2%, while Farnell's margin improved 370 basis points to 4.7% [6]. Balance Sheet and Cash Flow - As of December 27, 2025, cash and cash equivalents were $286.5 million, up from $175.5 million as of September 27, 2025 [7]. - Long-term debt decreased to $2.47 billion from $2.79 billion [7]. - Operating cash flow for Q2 was $208 million, with $28 million paid in dividends [8]. Guidance and Estimates - For Q3 fiscal 2026, Avnet expects revenues between $6.2 billion and $6.5 billion, with non-GAAP earnings projected between $1.20 and $1.30 per share [9]. - Consensus estimates have trended upward, with an 8.72% shift in estimates over the past month [10]. VGM Scores and Outlook - Avnet holds a Growth Score of A and a Value Score of A, indicating strong performance in these areas [11]. - The stock has a Zacks Rank of 3 (Hold), suggesting an expectation of an in-line return in the coming months [12].

Core Viewpoint - Axis Capital reported strong fourth-quarter earnings growth driven by higher net premiums and investment gains, despite increased expenses [2][4]. Financial Performance - The company achieved fourth-quarter operating income of $3.25 per share, exceeding the Zacks Consensus Estimate by 9.4% and reflecting a year-over-year increase of 9.4% [2]. - Total operating revenues reached $1.7 billion, surpassing the Zacks Consensus Estimate by 5.2% and increasing nearly 9% year over year [3]. - Net premiums written rose 13% to $1.4 billion, with a 14% increase in the Insurance segment and 5% growth in the Reinsurance segment [3]. Investment Income and Expenses - Net investment income decreased by 4.5% year over year to $187 million, falling short of the Zacks Consensus Estimate of $198 million [4]. - Total expenses increased by 16.6% year over year to $1.4 billion, driven by higher net losses, acquisition costs, and administrative expenses [4]. Underwriting Performance - Pre-tax catastrophe losses amounted to $30 million, including $17 million from Hurricane Melissa [5]. - Underwriting income increased by 42% year over year to $184 million, with the combined ratio improving to 90.4 from 94.2 a year ago [5]. Segment Results - In the Insurance segment, gross premiums written improved by 11.7% year over year to $1.9 billion, with underwriting income rising 74.2% to $157.6 million [6]. - In the Reinsurance segment, gross premiums written increased by 13% year over year to $310.7 million, while underwriting income decreased by 31.9% to $26.6 million [7]. Full-Year Highlights - For the full year 2025, operating income was reported at $12.92 per share, exceeding the Zacks Consensus Estimate by 1.9% and reflecting a 15.6% year-over-year increase [8]. - Total operating revenues for the year reached $6.5 billion, beating the Zacks Consensus Estimate by 1.2% and increasing by 6.7% year over year [8]. Financial Position - At the end of the fourth quarter, cash and cash equivalents stood at $820.3 million, down 61.7% from the previous year [10]. - Debt was reported at $1.3 billion, a slight increase of 0.1% from the previous year [10]. - Book value per diluted common share increased by 18.3% to $77.20 [10]. Capital Deployment - The company repurchased $888 million of common shares in 2025 and declared a quarterly cash dividend of 44 cents per share, totaling $139 million in annual dividends [11]. Market Outlook - Estimates for Axis Capital have been trending upward, with a consensus estimate shift of 7.92% [12]. - The company holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [14]. Industry Comparison - Axis Capital is part of the Zacks Insurance - Property and Casualty industry, with competitor W.R. Berkley reporting a revenue increase of 5.9% year over year [15].

Core Viewpoint - Badger Meter's recent earnings report showed mixed results, with a slight miss on EPS estimates but positive year-over-year growth in both EPS and net sales, indicating ongoing demand for its smart water management solutions [2][3][4]. Financial Performance - In Q4 2025, Badger Meter reported EPS of $1.14, missing the Zacks Consensus Estimate by 0.9%, but up from $1.04 in the same quarter last year [2]. - Quarterly net sales reached $220.7 million, a 7.6% increase from $205.2 million year-over-year, driven by higher utility water sales, although it fell short of the $230.8 million consensus estimate [2]. - For the full year 2025, sales totaled $916.7 million, reflecting an 11% year-over-year increase, while EPS rose approximately 13% to $4.79 from $4.23 in 2024 [3]. Operational Highlights - Management noted double-digit revenue growth, expanded profit margins, and record free cash flow conversion in 2025, supported by sustained demand for smart water management solutions [4]. - The successful completion of several Advanced Metering Infrastructure (AMI) projects and new projects set to begin in 2026 highlight the value proposition of Badger Meter's cellular AMI solution [5]. Segment Performance - Utility water sales increased by 9% year-over-year, with a 2% rise even when excluding SmartCover, driven by customer adoption of digital smart water solutions [7]. - Flow instrumentation sales remained flat year-over-year, as growth in water-focused end markets was offset by declines in de-emphasized applications [8]. Profitability Metrics - Gross profit for Q4 was $93 million, up from $82.8 million in the prior year, with a gross margin of 42.1%, an increase of 180 basis points year-over-year [9]. - Operating earnings rose around 10% year-over-year to $43.1 million, with operating margin expanding to 19.5% from 19.1% [9]. Cash Flow and Liquidity - In Q4 2025, Badger Meter generated $54.8 million in net cash from operating activities, compared to $52.1 million a year ago [12]. - As of December 31, 2025, the company had $226 million in cash and cash equivalents, with total current liabilities of $150.7 million [12]. Strategic Initiatives - The acquisition of SmartCover in early 2025 enhanced Badger Meter's portfolio with sewer monitoring and stormwater management capabilities, strengthening its long-term growth position [6]. - Badger Meter was selected to modernize Puerto Rico's water infrastructure, deploying its cellular AMI solution to improve operational efficiency and reduce non-revenue water for approximately 1.6 million service connections [11]. Future Outlook - Management expressed confidence in achieving high single-digit sales growth and continued operating margin expansion over the next five years, supported by the growth of its cellular AMI installed base and international expansion opportunities [13]. - However, estimates for the stock have been trending downward, indicating a potential below-average return in the coming months [15][17].

Core Insights - Celestica's recent earnings report showed strong performance, with adjusted earnings and revenues surpassing estimates, indicating potential for future growth [2][3]. Financial Performance - Quarterly net earnings reached $267.5 million or $2.31 per share, a significant increase from $151.7 million or $1.29 per share in the same quarter last year, driven by top-line improvement [4]. - Revenues for the quarter were $3.65 billion, reflecting a 44% year-over-year increase, exceeding management's guidance and the Zacks Consensus Estimate by $189 million [5]. - The Connectivity & Cloud Solutions (CCS) segment saw revenues rise 64% year over year to $2.86 billion, accounting for 78.3% of total revenues [6]. Segment Analysis - The Communications end market contributed to the CCS segment's growth, with hardware platform solutions revenues increasing 72% year over year to $1.4 billion, and segment margin improving to 8.4% [7]. - The Advanced Technology Solutions segment experienced a slight decline in revenues, down 1% year over year to $0.8 billion, but its margin improved to 5.3% [8]. Cash Flow and Liquidity - Operating cash flow for the quarter was $250.6 million, up from $143.4 million in the previous year, with free cash flow increasing to $155.9 million [9]. - As of December 31, 2025, the company held $595.6 million in cash and cash equivalents, with long-term debt at $750.5 million [10]. Future Guidance - For Q1 2026, Celestica anticipates revenues between $3.85 billion and $4.15 billion, with non-GAAP earnings per share expected to be in the range of $1.95 to $2.15 [12]. - The company projects 2026 revenues to be approximately $17 billion, an increase from the previous estimate of $16 billion, with non-GAAP adjusted earnings expected to be $8.75 per share [13]. Market Sentiment - Recent estimates for Celestica have shown an upward trend, with a consensus estimate shift of 15.1% [14]. - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations for above-average returns in the coming months [16]. Industry Comparison - Celestica operates within the Zacks Electronics - Manufacturing Services industry, where competitor Sanmina reported a 59% year-over-year revenue increase, highlighting strong industry performance [17].

Core Viewpoint - Cimpress reported a mixed performance in its latest earnings report, with adjusted earnings beating estimates but a decline in share price over the past month, raising questions about future performance [1][2]. Financial Performance - Adjusted earnings for Q2 fiscal 2026 were $1.95 per share, surpassing the Zacks Consensus Estimate of $1.61, but down from $2.36 in the same quarter last year [2]. - Total revenues reached $1.04 billion, an 11% increase year-over-year, and exceeded the Zacks Consensus Estimate of $993.4 million [3]. - Organic constant-currency revenue growth was 4% year-over-year, driven by growth across all business segments [3]. Segment Performance - The National Pen segment generated revenues of $150.9 million, up from $131.5 million year-over-year, exceeding estimates of $141.0 million [4]. - Vista, the largest revenue-generating segment, reported revenues of $532.8 million compared to $497.7 million in the prior year, slightly below the estimate of $537.6 million [4]. - The Upload and Print segment's revenues increased to $334.8 million from $273.3 million year-over-year, with PrintBrothers and The Print Group both showing significant growth [5]. - Revenues from All Other Businesses were $67.2 million, up from $60.4 million year-over-year, also exceeding estimates [6]. Cost and Margin Analysis - Cost of revenues increased by 13.3% year-over-year to $554.5 million, while marketing and selling expenses rose by 10% to $246.2 million [7]. - Gross profit increased by 8.4% year-over-year to $487.7 million, with a margin of 46.8%, down 110 basis points from the previous year [8]. - Adjusted EBITDA rose by 5% year-over-year to $138.8 million [8]. Balance Sheet and Cash Flow - As of December 31, 2025, Cimpress had $258.0 million in cash and cash equivalents, an increase from $234 million at the end of the previous quarter [9]. - Long-term debt stood at $1.58 billion, a slight decrease of 0.1% from the previous quarter [9]. - Net cash provided by operating activities for the first half of fiscal 2026 was $189.7 million, compared to $180.9 million in the same period last year [10]. Future Outlook - For fiscal 2026, Cimpress expects revenue growth of 7-8% on a reported basis and 3-4% on an organic constant-currency basis, with net income projected to be at least $79 million [11]. - Adjusted EBITDA is anticipated to be at least $460 million, with cash from operating activities expected to be around $313 million and free cash flow (adjusted) of $145 million [11]. Estimate Trends - There has been a downward trend in estimates, with the consensus estimate shifting down by 52.34% recently [12]. - Cimpress currently holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [14]. VGM Scores - Cimpress has a strong Growth Score of A but is lagging in Momentum with an F, while also receiving an A for value, placing it in the top quintile for value investors [13].

Core Viewpoint - C.H. Robinson Worldwide, Inc. reported mixed fourth-quarter 2025 results, with earnings exceeding estimates but revenues falling short, indicating potential challenges ahead for the company [3][4]. Financial Performance - Quarterly earnings per share (EPS) were $1.23, surpassing the Zacks Consensus Estimate of $1.12, and reflecting a year-over-year improvement of 1.65% [4]. - Total revenues amounted to $3.91 billion, missing the Zacks Consensus Estimate of $3.95 billion, and decreased by 6.5% year over year due to the divestiture of the Europe Surface Transportation business and lower pricing and volume in ocean and truckload services [4]. - Adjusted gross profits fell 4% year over year to $657.0 million, impacted by lower profits per transaction in ocean services and the aforementioned divestiture [5]. Segment Performance - North American Surface Transportation revenues were $2.81 billion, up 0.3% year over year, driven by higher truckload service volumes, although offset by a shorter average haul [7]. - Global Forwarding revenues decreased by 17.3% year over year to $730.98 million, primarily due to lower pricing and volume in ocean services [8]. - Adjusted gross profits for the Transportation unit were $623.22 million, down 4.5% from the previous year, with declines in truckload, ocean, and air services [9]. Operating Expenses and Cash Flow - Operating expenses decreased by 5% year over year to $475.7 million, with personnel expenses falling by 4.9% to $337.0 million due to cost optimization and the divestiture [6]. - Cash generated from operations in Q4 2025 was $305.4 million, an increase from $267.9 million in the prior year, attributed to improved working capital [11]. Balance Sheet and Capital Expenditures - At the end of Q4, cash and cash equivalents were $160.87 million, up from $136.83 million in the previous quarter, while long-term debt decreased to $1.09 billion from $1.18 billion [10]. - Capital expenditures for Q4 were $15.7 million, with expectations for 2026 set between $75 million and $85 million [12]. Market Outlook - C.H. Robinson holds a Zacks Rank 3 (Hold), indicating an expectation of an in-line return from the stock in the coming months [15]. - The company has a strong Growth Score of A but lags in Momentum with a B, and a D score in value, placing it in the bottom 40% for value investors [14].

It has been about a month since the last earnings report for Canadian Pacific Kansas City (CP) . Shares have added about 14.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Canadian Pacific Kansas City due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Canadian Pacific Kansas City Limited before we dive into how investors a ...

A month has gone by since the last earnings report for Conmed (CNMD) . Shares have added about 22.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Conmed due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for CONMED Corporation before we dive into how investors and analysts have reacted as of late.CONMED Posts Q4 Earnings and Rev ...