央视记者当地时间2月27日获悉，在美国最高法院裁定特朗普政府的大规模关税政策越权违法后，已有 超过100家公司新提起诉讼，要求政府退还已缴纳的关税款项。这使得特朗普政府面临的关税诉讼总数 升至2000起。 据悉，包括联邦快递、戴森、博士伦等多家知名企业已向美国国际贸易法院提起诉讼，加入寻求政府返 还关税税款的行列。 美国最高法院20日公布裁决，认定美国《国际紧急经济权力法》没有授权总统征收大规模关税，特朗普 随后签署行政令终止部分关税措施。最高法院此前并未就政府是否必须退款作出明确裁决，相关问题将 由位于纽约的美国国际贸易法院处理。美国司法部预计将于27日就下一步法律程序发表意见。 （文章来源：央视新闻） ...

【环球时报特约记者 甄翔 陈欣】美国最高法院上周推翻特朗普政府的关税政策后，越来越多企业开始 起诉特朗普政府，要求全额退还关税。 本周一，美国联邦快递公司发起诉讼，要求全额返还该公司已缴关税。这是自最高法院裁定此类全面征 税举措非法以来，首家采取法律行动的大型美国公司。联邦快递高管在近期财报会议上披露，关税相关 因素可能导致本财年调整后营业利润减少10亿美元。 除联邦快递外，多家跨国公司也开始采取法律行动。同样在本周一，法国欧莱雅、英国戴森以及有美国 和加拿大两国背景的博士伦公司均对特朗普政府发起诉讼，要求返还关税。 美国方面从美东部时间2月24日0时01分起，对进口商品征收10%的从价进口关税，为期150天。不过， 白宫方面已发出信号，准备发布将全球关税基准提高到15%的正式命令，但实施时间表尚未敲定。此 外，据《华尔街日报》24日报道，美国政府目前正酝酿对6个行业征收新的关税。拟议的新关税可能涉 及大型电池、铸铁和铁配件、塑料管道、工业化学品以及电网、电信设备等。 有企业界人士对路透社表示，商家追讨已缴税款的过程可能相当漫长，再加上特朗普政府又宣布新的关 税措施，因此美国消费者希望商品价格下降的愿望恐怕要 ...

Performance in the Diversified segment improved primarily due to better net pricing realized during the fourth quarter.The acquisition of Shibo in China and DURECT's larsucosterol platform represent a strategic shift toward proactive business development to enhance long-term growth.Management attributed the 10% full-year adjusted EBITDA growth to portfolio optimization and increased operating leverage without the benefit of major acquisitions.International segment growth was supported by leading market posi ...

Thomas Appio: Thank you, Garen, and welcome to everyone joining our earnings call today. Our year concluded with an impressive eleventh consecutive quarter of growth in both revenue and adjusted EBITDA, reflecting our organization's consistent performance. This success is powered by our global team’s unwavering commercial focus and operational excellence, as full year results exceeded our guidance on all key metrics. The fourth quarter gave us an opportunity to reflect on the progress we have made over the ...

Core Insights - Bausch Health reported a consolidated adjusted EBITDA of $1.05 billion for Q4 2025, a 13% increase, and $3.54 billion for the full year, a 7% increase [1][2] - The company achieved consolidated revenues of $10.27 billion for the full year 2025, up 7% on a reported basis and 5% on an organic basis [1][2] - The fourth quarter revenues reached $2.80 billion, reflecting a 9% increase on a reported basis and a 6% increase on an organic basis compared to Q4 2024 [1][2] Financial Performance - The consolidated net loss attributable to Bausch Health for Q4 2025 was $112 million, compared to a net income of $93 million in Q4 2024 [2] - For the full year 2025, the company reported a net income of $157 million, a significant improvement from a net loss of $46 million in 2024 [2] - Consolidated operating income for Q4 2025 was $474 million, down from $558 million in Q4 2024, primarily due to a goodwill impairment charge of $145 million [2] Segment Performance - The Salix segment reported revenues of $693 million for Q4 2025, a 9% increase, and $2.58 billion for the full year, an 11% increase [1][2] - The International segment generated $306 million in Q4 2025, a 10% increase, and $1.13 billion for the full year, a 2% increase [1][2] - The Bausch + Lomb segment reported revenues of $1.41 billion for Q4 2025, a 10% increase, and $5.10 billion for the full year, a 6% increase [2] Cash Flow and Debt Management - The company generated $495 million in cash from operating activities in Q4 2025, down from $601 million in Q4 2024 [2] - Total cash provided by operating activities for the full year was $1.40 billion, compared to $1.60 billion in 2024 [2] - Bausch Health executed a $1.7 billion debt exchange offer in Q4 2025, extending debt maturities to 2032 [1][2] Strategic Developments - The acquisition of Shibo's full-service aesthetics distribution business in China was completed on December 1, 2025, enhancing the company's market presence [1] - The company continues to focus on strengthening its balance sheet and enhancing shareholder value [2] - Bausch Health is committed to operational excellence and expanding its portfolio as it moves into 2026 [1][2]

Bausch Health to Participate in the J.P. Morgan Global Leveraged Finance Conference [Accessibility Statement] Skip NavigationLAVAL, QC, Feb. 17, 2026 /PRNewswire/ -- Bausch Health Companies Inc. (NYSE:BHC) (TSX:BHC) today announced that Executive Vice President and CFO Jean-Jacques (JJ) Charhon, along with other management team members, will attend the J.P. Morgan Global Leveraged Finance Conference in Miami Beach, Florida, from March 2–4, 2026, to meet with investors.About Bausch HealthBausch Health Compan ...

Core Viewpoint - BridgeBio Pharma (BBIO) is expected to report a year-over-year increase in earnings driven by higher revenues, with the consensus outlook being crucial for assessing the company's earnings picture [1] Earnings Expectations - The consensus EPS estimate for BridgeBio Pharma is a loss of $0.74 per share, reflecting a year-over-year change of +43.5% [3] - Revenues are anticipated to reach $150.47 million, representing a significant increase of 2459% from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 1.1% higher in the last 30 days, indicating a collective reassessment by analysts [4] - The Most Accurate Estimate for BridgeBio Pharma is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.69%, suggesting a bearish outlook from analysts [12] Earnings Surprise History - In the last reported quarter, BridgeBio Pharma was expected to post a loss of $0.88 per share but actually reported a loss of -$0.95, resulting in a surprise of -7.95% [13] - Over the past four quarters, the company has only beaten consensus EPS estimates once [14] Industry Comparison - Bausch Health (BHC), another player in the Zacks Medical - Generic Drugs industry, is expected to report earnings of $1.21 per share, with a year-over-year change of +5.2% and revenues of $2.7 billion, up 5.7% from the previous year [18][19] - Bausch's consensus EPS estimate has been revised 0.6% higher, but a lower Most Accurate Estimate has resulted in an Earnings ESP of -8.84%, making it difficult to predict an earnings beat [19][20]

Core Insights - BridgeBio Pharma's stock surged 6.8% to close at $68.05, reversing a previous 13.7% loss over the past four weeks, driven by strong trading volume [1][2] - The surge is attributed to positive late-stage study data for investigational drug BBP-418, which is aimed at treating rare limb-girdle muscular dystrophy, and a solid cash position for 2025 [2][3] - The company is expected to report a quarterly loss of $0.74 per share, reflecting a year-over-year increase of 43.5%, with revenues projected at $150.47 million, a significant increase of 2459.1% from the previous year [3][4] Financial Performance - The consensus EPS estimate for the upcoming quarter has been revised 1.1% higher, indicating a positive trend that may lead to price appreciation [4] - BridgeBio Pharma currently holds a Zacks Rank of 3 (Hold), while another company in the same industry, Bausch Health, has a Zacks Rank of 2 (Buy) [5][6] Industry Context - BridgeBio Pharma operates within the Zacks Medical - Generic Drugs industry, which includes other companies like Bausch Health, which saw a 2.6% increase in its stock price recently [5] - Bausch Health's consensus EPS estimate has also seen a slight increase of 0.4%, indicating a positive outlook within the industry [6]

Core Insights - S&P Global Inc. (SPGI) is set to release its fourth-quarter 2025 results on February 10, with expectations of strong performance based on historical earnings surprises [2][10] Revenue Expectations - The Zacks Consensus Estimate for total revenues is $3.9 billion, reflecting an 8.4% increase from the same quarter last year [3][10] - Market intelligence segment revenues are expected to reach $1.3 billion, indicating a 7% year-over-year growth, driven by revenue transformation and new features in iLEVEL [3][10] - Ratings segment revenues are projected at $1.2 billion, suggesting a 12% growth from the previous year, supported by high-yield and structured finance activities [4][10] - Commodity insights revenues are estimated at $573 million, with a 5.1% year-over-year increase, attributed to high demand for data and customer shifts to enterprise contracts [5] - Mobility revenues are expected to be $445 million, marking an 8.3% increase, driven by strengths in CARAX and automotiveMastermind [6] - Indices segment revenues are pegged at $477 million, anticipated to grow by 9.4% year-over-year, benefiting from high AUM and net inflows [6] Earnings Expectations - The consensus estimate for earnings per share (EPS) is $4.32, indicating a 14.6% rise compared to the same quarter last year [7][10] - The model predicts an earnings beat for SPGI, supported by a positive Earnings ESP of +0.49% and a Zacks Rank of 2 (Buy) [8]

Key Takeaways IQV is set to report Q4 results on Feb. 5, with revenues expected at $4.2B and EPS of $3.40, up 9% y/y.IQV TAS and R&D units will likely rise 6.9% and 7.7%, respectively, on drug launches and a solid RFP pipeline.IQV's geographic growth outlook indicates y/y Asia-Pacific revenue growth of 9.4% to $882.6M.IQVIA Holdings Inc. (IQV) is set to release fourth-quarter 2025 results on Feb. 5, before market open.IQV has a decent earnings surprise history, having surpassed the Zacks Consensus Estimate ...