For the quarter ended December 2025, TWFG, Inc. (TWFG) reported revenue of $68.83 million, up 33% over the same period last year. EPS came in at $0.30, compared to $0.19 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $60.81 million, representing a surprise of +13.2%. The company delivered an EPS surprise of +66.67%, with the consensus EPS estimate being $0.18.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

For the quarter ended December 2025, Montrose Environmental (MEG) reported revenue of $193.27 million, up 2.2% over the same period last year. EPS came in at $0.35, compared to $0.29 in the year-ago quarter.The reported revenue represents a surprise of +4.02% over the Zacks Consensus Estimate of $185.8 million. With the consensus EPS estimate being $0.24, the EPS surprise was +48.94%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to ...

Core Insights - American Integrity Insurance (AII) reported revenue of $68.05 million for the quarter ended December 2025, showing no change year-over-year, with an EPS of $1.11 compared to $0 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate by +10.28%, while the EPS surprised by +40.95% over the consensus estimate [1] Financial Performance Metrics - The combined ratio was reported at 62.8%, significantly better than the average estimate of 74.7% from three analysts [4] - The loss ratio stood at 42.6%, compared to the average estimate of 50.1% from three analysts [4] - The expense ratio was 20.2%, lower than the estimated 24.7% by three analysts [4] - Policies in-force totaled 421,866, exceeding the average estimate of 414,954 from two analysts [4] - Net investment income was $5.92 million, below the average estimate of $6.59 million from four analysts [4] - Other income was reported at $0.36 million, slightly above the average estimate of $0.28 million from four analysts [4] - Policy fees amounted to $2.42 million, compared to the average estimate of $2.72 million from four analysts [4] - Net premiums earned were $59.35 million, surpassing the average estimate of $51.37 million from four analysts [4] Stock Performance - Shares of American Integrity Insurance have returned -3.3% over the past month, while the Zacks S&P 500 composite experienced a -1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Cushman & Wakefield (CWK) reported a revenue of $2.91 billion for Q4 2025, marking a year-over-year increase of 10.8% and exceeding the Zacks Consensus Estimate of $2.77 billion by 5.07% [1] - The company's EPS for the same quarter was $0.54, up from $0.48 a year ago, also surpassing the consensus estimate of $0.53 by 1.89% [1] Financial Performance Metrics - The total service line fee revenue for the Americas was $1.41 billion, slightly above the average estimate of $1.4 billion, reflecting a year-over-year increase of 6% [4] - In the APAC region, total service line fee revenue reached $332.8 million, exceeding the average estimate of $309.88 million, with a year-over-year growth of 12.1% [4] - EMEA's total service line fee revenue was reported at $299.7 million, surpassing the average estimate of $266.38 million, showing a significant year-over-year increase of 20.4% [4] - Overall, total service line fee revenue amounted to $2.04 billion, exceeding the average estimate of $1.98 billion, with an 8.9% year-over-year increase [4] Segment Performance - Leasing revenue was reported at $660.9 million, above the average estimate of $651.3 million, reflecting a year-over-year change of 6.1% [4] - Valuation and other services generated $144.6 million, exceeding the average estimate of $131.2 million, with a year-over-year increase of 15.1% [4] - Services revenue totaled $947.7 million, slightly above the average estimate of $925.49 million, representing a 7.7% year-over-year growth [4] - Capital markets revenue was reported at $288.4 million, surpassing the average estimate of $267.07 million, with a year-over-year increase of 16.5% [4] Stock Performance - Shares of Cushman & Wakefield have declined by 20.4% over the past month, compared to a decrease of 0.8% in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - CAE reported revenue of $898.18 million for the quarter ended December 2025, marking a year-over-year increase of 2.7% and an EPS of $0.24 compared to $0.21 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $904.94 million, resulting in a surprise of -0.75%, while the EPS exceeded expectations by 11.37% against a consensus estimate of $0.22 [1] Financial Performance - CAE's shares have returned -4.1% over the past month, contrasting with the Zacks S&P 500 composite's -0.3% change, indicating underperformance relative to the broader market [3] - The company holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3] Civil Aviation Metrics - Simulator equivalent units (SEU) stood at 305, surpassing the average estimate of 301 based on eight analysts [4] - Full Flight Simulator (FFS) deliveries were 15, slightly below the average estimate of 16 from seven analysts [4] - The utilization rate for Civil Aviation was reported at 71%, aligning closely with the average estimate of 71.7% from six analysts [4] - The number of FFSs in CAE's network reached 373, slightly above the average estimate of 372 from four analysts [4]

Core Insights - West Pharmaceutical Services (WST) reported revenue of $805 million for the quarter ended December 2025, reflecting a year-over-year increase of 7.5% and surpassing the Zacks Consensus Estimate by 1.35% [1] - The company's EPS for the quarter was $2.04, up from $1.82 in the same quarter last year, resulting in an EPS surprise of 11.21% compared to the consensus estimate of $1.83 [1] Financial Performance Metrics - Organic revenue growth was reported at 3.3%, exceeding the average analyst estimate of 1.8% [4] - Net sales from contract-manufactured products reached $143.2 million, slightly below the average estimate of $144.45 million, but showing a year-over-year increase of 6.2% [4] - Net sales from proprietary products amounted to $661.8 million, surpassing the average estimate of $648.56 million and representing a 7.8% increase compared to the previous year [4] - Gross profit from proprietary products was $285.7 million, exceeding the average estimate of $257.16 million [4] - Gross profit from contract-manufactured products was reported at $18.2 million, which fell short of the average estimate of $25.76 million [4] Stock Performance - Over the past month, shares of West Pharmaceutical have declined by 10.5%, while the Zacks S&P 500 composite experienced a minor decline of 0.3% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

For the quarter ended December 2025, Hershey (HSY) reported revenue of $3.09 billion, up 7.1% over the same period last year. EPS came in at $1.71, compared to $2.69 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $3 billion, representing a surprise of +2.98%. The company delivered an EPS surprise of +21.74%, with the consensus EPS estimate being $1.41.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expecta ...

Core Insights - Barrick Mining reported $6 billion in revenue for Q4 2025, a 64.5% year-over-year increase, with an EPS of $1.04 compared to $0.46 a year ago, exceeding revenue estimates by 17.66% and EPS estimates by 22.93% [1] Financial Performance - The revenue surprise of 17.66% over the Zacks Consensus Estimate of $5.1 billion indicates strong performance [1] - The EPS surprise of 22.93% over the consensus estimate of $0.85 reflects better-than-expected earnings [1] Key Metrics - Total cash costs per ounce of gold were reported at $1,205.00, higher than the estimated $1,185.27 [4] - Gold production was 871.00 Koz, slightly below the estimated 876.50 Koz [4] - All-in sustaining costs (AISC) for gold were $1,581.00, exceeding the average estimate of $1,554.55 [4] - Copper's all-in sustaining costs were reported at $3.61, above the estimated $2.87, while C1 cash costs for copper were $2.45, higher than the estimated $1.92 [4] Stock Performance - Barrick Mining shares returned +0.2% over the past month, compared to a +0.5% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Financial Performance - Everest Group reported $4.42 billion in revenue for the quarter ended December 2025, reflecting a year-over-year decline of 4.6% [1] - The EPS for the same period was $13.26, a significant improvement from -$18.39 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $4.31 billion, resulting in a surprise of +2.69% [1] - The company experienced an EPS surprise of -0.75%, with the consensus EPS estimate being $13.36 [1] Key Metrics - The total loss ratio for reinsurance was 63.6%, slightly above the average estimate of 61% from three analysts [4] - The combined ratio for reinsurance was reported at 91.2%, compared to the average estimate of 88.9% [4] - The total loss ratio for insurance was 81.5%, significantly higher than the estimated 71.9% [4] - The combined ratio for insurance was 117%, compared to the average estimate of 102.1% [4] - Net investment income was $562 million, surpassing the average estimate of $456.36 million, marking an 18.8% increase year-over-year [4] - Premiums earned were $3.86 billion, slightly below the average estimate of $3.95 billion, representing a -1.6% change year-over-year [4] - Net premiums earned in insurance were $946 million, exceeding the average estimate of $938.22 million, reflecting a +5.1% change year-over-year [4] - Net premiums earned in reinsurance were $2.9 billion, below the average estimate of $2.98 billion, indicating a -2.9% change year-over-year [4] Stock Performance - Shares of Everest Group have returned -0.8% over the past month, while the Zacks S&P 500 composite increased by +0.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Viewpoint - BrightView Holdings reported a revenue of $614.7 million for the quarter ended December 2025, marking a year-over-year increase of 2.6% and exceeding the Zacks Consensus Estimate of $587.85 million by 4.57% [1] Financial Performance - The company reported an EPS of -$0.01, a decline from $0.04 a year ago, resulting in an EPS surprise of -300% compared to the consensus estimate of $0.01 [1] - BrightView's shares have returned +6.3% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change, and currently holds a Zacks Rank 2 (Buy) [3] Revenue Breakdown - Maintenance Services revenue was $436.4 million, exceeding the average estimate of $406.36 million by three analysts, representing a year-over-year increase of +6.6% [4] - Development Services revenue was $179.2 million, below the estimated $183.47 million, reflecting a year-over-year decrease of -6.6% [4] - Snow Removal Services under Maintenance Services generated $68.4 million, significantly surpassing the average estimate of $32.65 million, with a year-over-year increase of +111.1% [4] - Landscape Maintenance Services revenue was $368 million, slightly below the estimated $373.72 million, showing a year-over-year decline of -2.4% [4] - Revenue eliminations were reported at -$0.9 million, better than the estimated -$1.98 million, indicating a year-over-year change of -52.6% [4] Adjusted EBITDA - Adjusted EBITDA for Development Services was $18.1 million, slightly above the average estimate of $17.54 million [4] - Adjusted EBITDA for Maintenance Services was $35.4 million, below the average estimate of $37.71 million [4]