For the quarter ended December 2025, Oneok Inc. (OKE) reported revenue of $9.07 billion, up 29.5% over the same period last year. EPS came in at $1.55, compared to $1.57 in the year-ago quarter.The reported revenue represents a surprise of -4.5% over the Zacks Consensus Estimate of $9.49 billion. With the consensus EPS estimate being $1.48, the EPS surprise was +4.73%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expec ...

Key Takeaways GIL posted EPS of $0.96, up 15.7%, but below consensus, as sales rose 31.3% to $1.08B.GIL's gross margin expanded 140 bps to 32.2%, with EBITDA up 27.4% year over year.GIL expects 2026 revenues of $6.0B$6.2B and EPS of $4.20$4.40.Gildan Activewear Inc. (GIL) reported fourth-quarter 2025 results, wherein both the top and bottom lines missed the Zacks Consensus Estimate. However, both metrics showed year-over-year growth.GIL’s Quarterly Performance: Key Metrics and InsightsGIL delivered quarterl ...

Core Viewpoint - Navient's recent earnings report indicates a mixed performance, with adjusted earnings per share (EPS) surpassing estimates but overall financial metrics showing declines, leading to a negative market reaction [2][3][5]. Financial Performance - For Q4 2025, Navient reported adjusted EPS of 39 cents, exceeding the Zacks Consensus Estimate of 31 cents, compared to 25 cents in the prior-year quarter [2]. - The company experienced a GAAP net loss of $5 million, contrasting with a net income of $24 million in the same quarter last year [4]. - Net interest income (NII) declined 3.7% year over year to $129 million, missing the Zacks Consensus Estimate by 3.3% [6]. - Total expenses decreased by 34.2% year over year to $100 million [6]. Segment Performance - The Federal Education Loans segment generated a net income of $27 million, significantly up from $10 million in the prior year [7]. - The Consumer Lending segment reported a net income of $25 million, down 32.4% from the year-ago quarter [7]. - The delinquency rate for private education loans greater than 30 days increased to 6.3% from 6.1% in the prior year [8]. Liquidity and Capital Management - As of December 31, 2025, the company had $637 million in total unrestricted cash and liquid investments [9]. - In Q4, Navient paid $15 million in common stock dividends and repurchased shares for $26 million [10]. 2026 Outlook - Core EPS is projected to be between 65 cents and 80 cents, with loan originations expected to reach $4 billion, a 60% increase compared to 2025 [11]. - Total expenses for the full year 2026 are anticipated to be $350 million [11]. Market Reaction and Estimates - Following the earnings release, there has been a downward trend in consensus estimates, with a shift of -8.63% [12]. - Navient currently holds a Zacks Rank of 5 (Strong Sell), indicating expectations of below-average returns in the coming months [14].

Core Viewpoint - National Fuel Gas Company (NFG) reported strong first-quarter fiscal 2026 earnings, beating estimates and showing significant year-over-year growth in both earnings and revenues, indicating positive momentum leading up to the next earnings release [2][3][5]. Financial Performance - Adjusted operating earnings for Q1 fiscal 2026 were $2.06 per share, exceeding the Zacks Consensus Estimate of $1.91 by 7.85% and increasing 24.1% from $1.66 in the prior year [2]. - Total revenues reached $651.5 million, surpassing the Zacks Consensus Estimate of $647 million by 0.7% and reflecting an 18.6% increase from $549.5 million in the previous year [3]. - Total operating expenses decreased to $375.4 million, down 18.9% from $463.3 million in the year-ago quarter, contributing to an operating income of $276.1 million, which is up 220.3% from $86.2 million [5]. Segment Performance - Utility segment revenues were $259.05 million, up 13.4% from $228.4 million in the year-ago quarter [4]. - Integrated upstream and Gathering and Other segments generated revenues of $323.2 million, reflecting a 28.1% increase from $252.4 million [4]. - Pipeline and Storage segment revenues amounted to $69.2 million, a slight increase of 0.6% from $68.8 million [4]. Production and Cash Flow - Seneca produced 109 billion cubic feet (Bcf) of natural gas, an increase of 11 Bcf or 12% from the prior year, attributed to new Utica pads in Tioga County [6]. - Cash and temporary cash investments as of December 31, 2025, were $271.4 million, significantly up from $43.2 million as of September 30, 2025 [7]. - Net cash provided by operating activities for Q1 fiscal 2026 totaled $274.9 million, compared to $220.1 million in the previous year [7]. Guidance and Future Outlook - NFG reiterated its guidance for adjusted earnings per share for fiscal 2026 to be between $7.60 and $8.10, with capital expenditure expected to be in the range of $0.96-$1.07 billion [8][9]. - Production for fiscal 2026 is anticipated to be between 440-455 Bcf [9]. - Recent estimates have shown a 20.66% upward trend, indicating positive sentiment among investors [10]. Investment Scores - NFG has a Growth Score of B and a Value Score of B, but lags in Momentum Score with a D, resulting in an aggregate VGM Score of B [11].

Core Viewpoint - Plexus reported a strong first-quarter fiscal 2026 performance, with adjusted EPS beating estimates and revenues showing significant year-over-year growth, although slightly missing consensus expectations [2][3][12]. Financial Performance - Adjusted EPS for Q1 fiscal 2026 was $1.78, up from $1.73 in the previous year, surpassing the Zacks Consensus Estimate of $1.77 [2]. - Revenues reached $1.07 billion, reflecting a 9.6% increase year-over-year, but marginally missing the consensus estimate of $1.071 billion [2]. - Gross profit increased by 5.4% year-over-year to $106.2 million, with a gross margin of 9.9%, down from 10.3% in the prior year [9]. Revenue Breakdown - Revenues from the Americas rose by 25.9% to $345 million, while EMEA and Asia-Pacific revenues increased by 16.8% and 0.8%, respectively [3]. - The Aerospace/Defense sector saw an 11.3% year-over-year increase in revenues to $178 million, contributing 17% to total revenues [5]. - Healthcare/Life Sciences revenues grew by 24.6% year-over-year to $466 million, accounting for 43% of total revenues [6]. - The Industrial sector's revenues decreased by 3.6% year-over-year to $426 million, contributing 40% to total revenues [7]. Operational Highlights - Plexus announced 22 manufacturing program wins, expected to generate $283 million in annualized revenues once fully ramped up [3]. - Management anticipates meeting or exceeding the high end of the 9% to 12% revenue growth target for fiscal 2026 due to program wins and strengthening market demand [4]. Cash Flow and Balance Sheet - As of January 3, 2026, cash and cash equivalents were $248.8 million, down from $306.5 million as of September 27, 2025 [10]. - The company reported negative free cash flow of $50.6 million for the quarter, following capital expenditures of $35.2 million [11]. Q2 Outlook - For Q2 fiscal 2026, revenues are projected to be between $1.11 billion and $1.15 billion, with non-GAAP EPS expected in the range of $1.80 to $1.95 [12]. Market Sentiment - Following the earnings release, there has been a 13.19% upward shift in consensus estimates, indicating positive investor sentiment [13]. - Plexus holds a Zacks Rank 2 (Buy), suggesting expectations for above-average returns in the coming months [15].

Core Viewpoint - Scotts Miracle-Gro has shown a positive stock performance, increasing by approximately 6.8% since the last earnings report, outperforming the S&P 500 [1][2] Earnings Report Summary - For Q1 fiscal 2026, Scotts Miracle-Gro reported a loss of $125 million or $2.16 per share, compared to a loss of $69.5 million or $1.21 per share in the same quarter last year [3] - The adjusted loss from continuing operations was 77 cents per share, which is an improvement from 88 cents a year ago and better than the Zacks Consensus Estimate of a loss of $1.04 [3] - Net sales decreased by approximately 3% year over year to $354.4 million, surpassing the consensus estimate of $350.6 million [4] Segment Highlights - In the U.S. Consumer division, net sales fell by 4% year over year to $328.5 million, exceeding the estimate of $312 million, with a profit of $9 million, down 8% year over year [5] - The other segment saw a 1% year-over-year growth in net sales to $25.9 million, beating the estimate of $22.2 million, and reported a loss of $1.7 million, which is an improvement of 45% year over year [5] Financial Position - At the end of the quarter, the company had cash and cash equivalents of $8.3 million, an increase from $5.7 million a year ago [6] - Long-term debt was reported at $2,250.2 million, reflecting a decrease of approximately 14.7% year over year [6] Outlook - The company reaffirmed its full-year fiscal 2026 outlook, projecting low single-digit growth in U.S. Consumer net sales, an adjusted gross margin of at least 32%, and adjusted EBITDA growth in the mid-single digits [7] - Adjusted earnings per share are expected to be between $4.15 and $4.35, with free cash flow estimated at approximately $275 million [7] Estimate Trends - In the past month, there has been a flat trend in fresh estimates from investors [8] VGM Scores - Scotts Miracle-Gro currently has a poor Growth Score of F, a Momentum Score of B, and a Value Score of C, placing it in the middle 20% for the value investment strategy [9] Zacks Rank - The company holds a Zacks Rank of 3 (Hold), indicating an expectation of an in-line return from the stock in the upcoming months [10]

A month has gone by since the last earnings report for Tesla (TSLA) . Shares have lost about 1.9% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Tesla due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Tesla, Inc. before we dive into how investors and analysts have reacted as of late.Tesla Q4 Earnings Beat EstimatesTesla earnings ...

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].

4Q25 Earnings Results Conference Call Cautionary Statement Net Income (US$ M)(3) 30 406 416 830 4Q24 4Q25 FY24 FY25 +99% Cash Position: US$ 530 M Debt: US$ 710 M Leverage Ratio 6.14x 3.58x 2.80x 2.44x 0.34x 0.22x FY20 FY21 FY22 FY23 FY24 FY25 San Gabriel has reached 99% total progress. Construction is 98% complete. 4Q25 CAPEX related to San Gabriel was US$ 153 M On 29-Jan, BVN received US$ 98 M in dividends from Cerro Verde Buenaventura's Board of Directors has approved a dividend payment of US$ 0.9904 per ...

F O U R T H Q U A R T E R & F I S C A L Y E A R 2 0 2 5 B U S I N E S S U P D A T E F E B R U A R Y 2 7 , 2 0 2 6 F O U R T H Q U A R T E R 2 0 2 5 R E S U L T S G A A P B A S I S | $ in millions, except EPS | Q4 2025 | % of | Q4 2024 | % of | | | --- | --- | --- | --- | --- | --- | | | (14 weeks) | Net Sales | (13 weeks) | Net Sales | Change | | Net sales | $925 | | $860 | | 8% | | Gross profit | 400 | 43.2% | 411 | 47.8% | (3%) | | Royalty income, net | 4 | 0.4% | 4 | 0.5% | (5%) | | SG&A | 320 | 34.5% | ...