Core Insights - Medtronic reported $9.02 billion in revenue for the quarter ended January 2026, marking an 8.7% year-over-year increase and a surprise of +1.35% over the Zacks Consensus Estimate of $8.9 billion [1] - The earnings per share (EPS) for the same period was $1.36, slightly down from $1.39 a year ago, with an EPS surprise of +2.07% compared to the consensus estimate of $1.33 [1] Revenue Breakdown - U.S. Revenue: $4.49 billion, a 6% year-over-year increase, but below the average estimate of $4.59 billion [4] - International Revenue: $4.52 billion, exceeding the average estimate of $4.3 billion [4] - Cardiovascular Revenue: $3.46 billion, a 13.8% year-over-year increase, surpassing the average estimate of $3.39 billion [4] - Neuroscience Revenue: $2.56 billion, a 4.1% year-over-year increase, slightly below the average estimate of $2.58 billion [4] - Medical Surgical Revenue: $2.17 billion, a 4.9% year-over-year increase, exceeding the average estimate of $2.14 billion [4] - Diabetes Revenue: $796 million, a 14.7% year-over-year increase, surpassing the average estimate of $773.73 million [4] - Cardiac Rhythm & Heart Failure Revenue: $1.86 billion, a significant 20.1% year-over-year increase, exceeding the average estimate of $1.8 billion [4] Stock Performance - Medtronic shares have returned +2.8% over the past month, contrasting with a -1.4% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Patrick Industries (PATK) reported revenue of $924.17 million for the quarter ended December 2025, reflecting a year-over-year increase of 9.2% [1] - Earnings per share (EPS) for the quarter was $0.84, up from $0.52 in the same quarter last year, representing a surprise of +13.51% over the consensus estimate of $0.74 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $867.48 million by +6.54% [1] Financial Performance - The company’s shares have returned +19.2% over the past month, significantly outperforming the Zacks S&P 500 composite, which saw a change of +0.5% [3] - Patrick Industries currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3] Market Segment Performance - Net Sales in the Recreational Vehicle market reached $392 million, surpassing the average estimate of $371.33 million, with a year-over-year change of +9.5% [4] - Net Sales in the Powersports market were reported at $109 million, exceeding the estimated $81.87 million, marking a significant year-over-year increase of +39.2% [4] - Net Sales in the Marine market totaled $150 million, compared to the average estimate of $124.33 million, reflecting a year-over-year change of +23.2% [4]

Core Insights - Modine (MOD) reported $805 million in revenue for the quarter ended December 2025, marking a year-over-year increase of 30.5% and exceeding the Zacks Consensus Estimate by 5.9% [1] - The earnings per share (EPS) for the same period was $1.19, up from $0.92 a year ago, representing a surprise of 19.96% over the consensus estimate of $0.99 [1] Financial Performance - Net Sales in Performance Technologies reached $266 million, surpassing the two-analyst average estimate of $252.69 million, with a year-over-year change of +1.5% [4] - Net Sales in Climate Solutions amounted to $544.6 million, exceeding the two-analyst average estimate of $522.14 million, reflecting a significant year-over-year change of +50.9% [4] - Adjusted EBITDA for Climate Solutions was reported at $97.4 million, higher than the average estimate of $88.77 million from two analysts [4] - Adjusted EBITDA for Corporate and eliminations was -$17.1 million, compared to the average estimate of -$15.26 million [4] - Adjusted EBITDA for Performance Technologies was $39.3 million, exceeding the two-analyst average estimate of $35.22 million [4] Stock Performance - Modine's shares have returned +53.5% over the past month, significantly outperforming the Zacks S&P 500 composite's +0.9% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - Techne (TECH) reported revenue of $295.88 million for the quarter ended December 2025, reflecting a slight decline of 0.4% year-over-year, while EPS increased to $0.46 from $0.42 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $292.03 million by 1.32%, and the EPS surpassed the consensus estimate of $0.43 by 8.24% [1] Financial Performance - Organic Growth in Diagnostics and Spatial Biology was reported at 3%, slightly below the average estimate of 3.9% from two analysts [4] - Organic Growth in Protein Sciences showed a decline of 1%, outperforming the estimated decline of 2.2% [4] - Net Sales for Diagnostics and Spatial Biology reached $81.18 million, close to the average estimate of $81.4 million from three analysts [4] - Net Sales for Protein Sciences amounted to $215.08 million, exceeding the average estimate of $207.1 million, representing a year-over-year increase of 1.7% [4] - Intersegment revenue reported a loss of $0.39 million, better than the average estimate of a loss of $0.45 million, but showed a significant year-over-year decline of 23.2% [4] Market Performance - Over the past month, Techne's shares returned -1%, contrasting with the Zacks S&P 500 composite's increase of 0.9% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Procter & Gamble (PG) reported revenue of $22.21 billion for the quarter ended December 2025, reflecting a year-over-year increase of 1.5% and an EPS of $1.88, unchanged from the previous year [1] - The revenue fell short of the Zacks Consensus Estimate of $22.29 billion by 0.36%, while the EPS exceeded the consensus estimate of $1.87 by 0.33% [1] Financial Performance Metrics - Organic Sales Growth in Beauty was 4%, surpassing the estimated 2.2% [4] - Organic Sales Growth in Baby, Feminine & Family Care declined by 4%, worse than the estimated -2.2% [4] - Organic Sales Growth in Health Care was 3%, exceeding the average estimate of 1% [4] - Net Sales in Beauty reached $4.04 billion, above the estimated $3.99 billion, marking a year-over-year increase of 5% [4] - Net Sales in Grooming were $1.79 billion, slightly below the estimated $1.8 billion, with a year-over-year increase of 2.4% [4] - Net Sales in Corporate were $160 million, below the estimated $166.23 million, with a year-over-year increase of 0.6% [4] - Net Sales in Fabric & Home Care were $7.69 billion, slightly above the estimated $7.67 billion, with a year-over-year increase of 1.5% [4] - Net Sales in Baby, Feminine & Family Care were $5.12 billion, below the estimated $5.28 billion, reflecting a year-over-year decline of 3.3% [4] - Net Sales in Health Care were $3.41 billion, exceeding the estimated $3.31 billion, with a year-over-year increase of 4.8% [4] Earnings Performance - Earnings before income taxes in Beauty were $992 million, below the average estimate of $1.07 billion [4] - Earnings before income taxes in Grooming were $531 million, below the average estimate of $577.96 million [4] - Earnings before income taxes in Health Care were $1.01 billion, slightly above the estimated $995.8 million [4] Stock Performance - P&G shares returned +1.1% over the past month, outperforming the Zacks S&P 500 composite's +0.7% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Albemarle Corporation reported strong third-quarter results for 2025, with adjusted EBITDA increasing year-over-year despite lower lithium prices, highlighting the company's operational strength and cost management efforts [3][6][8]. Financial Performance - Net sales for Q3 2025 were $1.3 billion, a decrease of 3% from $1.4 billion in Q3 2024, primarily due to lower pricing in Energy Storage, although volumes increased [4][6]. - Adjusted EBITDA for Q3 2025 was $226 million, up $14 million from the previous year, driven by lower input costs and ongoing cost reduction initiatives [6][8]. - The net loss attributable to Albemarle was $161 million, a significant improvement from a loss of $1.07 billion in the prior year, mainly due to restructuring charges recorded in the previous period [4][6][8]. - The diluted loss per share attributable to common shareholders was $(1.72), compared to $(9.45) in Q3 2024, reflecting an 81.8% improvement [4][8]. Segment Performance - Energy Storage segment net sales were $709 million, down 8% year-over-year, with a 16% decrease in pricing offset by an 8% increase in volumes [7][8]. - Specialties segment net sales increased slightly to $345 million, a 0.8% rise, with adjusted EBITDA rising 34.2% to $76 million due to reduced manufacturing costs [10][11]. - Ketjen segment net sales were $254 million, up 3.7% year-over-year, with adjusted EBITDA decreasing slightly to $34 million due to lower prices and higher input costs [11][12]. Cash Flow and Capital Expenditures - Cash from operations for Q3 2025 was $356 million, a 57% increase year-over-year, contributing to a year-to-date total of $894 million, up 29% [8][19]. - The company reduced its full-year 2025 capital expenditures outlook to approximately $600 million, down from $1.7 billion in 2024, reflecting a focus on sustaining existing assets [19][20]. Outlook - Albemarle is enhancing its full-year 2025 outlook, expecting results to be towards the higher end of previously published scenarios due to better-than-expected performance in Energy Storage and lithium market pricing [12][14]. - The company anticipates achieving positive free cash flow of $300 to $400 million for the full year 2025 [8][19].

Core Insights - Somnigroup International (SGI) is expected to report quarterly earnings of $0.85 per share, reflecting a 3.7% increase year over year, with revenues projected at $2.07 billion, a significant 59% year-over-year growth [1]. Earnings Estimates - The consensus EPS estimate has been revised upward by 4.2% in the last 30 days, indicating analysts' reassessment of their initial projections [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Net Sales- Direct' at $1.32 billion, representing a remarkable increase of 316.1% from the previous year [5]. - 'Net Sales- Wholesale' is projected to be $716.71 million, indicating a decrease of 27% year over year [5]. - 'Net Sales- International' is expected to reach $308.79 million, reflecting an 8.5% increase from the prior year [5]. Regional Sales Estimates - 'Net Sales- North America' is anticipated to be $732.72 million, showing a decline of 27.8% from the previous year [6]. - 'Net Sales- North America- Wholesale' is forecasted at $605.19 million, indicating a year-over-year decrease of 31.1% [6]. - 'Net Sales- International- Direct' is estimated at $196.52 million, reflecting an 8.4% increase from the prior year [6]. Additional Sales Insights - 'Net Sales- International- Wholesale' is projected to be $111.52 million, suggesting a year-over-year increase of 7.9% [7]. - 'Net Sales- North America- Direct' is expected to reach $107.39 million, indicating a decline of 21.6% year over year [7]. Market Performance - SGI shares have shown a return of -4.4% over the past month, contrasting with the Zacks S&P 500 composite's +1% change [7]. - With a Zacks Rank 2 (Buy), SGI is anticipated to outperform the overall market in the near future [7].

Core Insights - BIC's Q3 2025 net sales were 519 million euros, reflecting a slight increase of +0.3% at constant currency but a decrease of -3.3% when excluding Tangle Teezer [2][4] - The company announced the divestiture of its Cello activities in India, indicating a strategic shift as the growth and profitability of these operations no longer aligned with BIC's ambitions [3][21][22] - Following a soft performance in Q3, BIC revised its FY 2025 outlook, anticipating net sales growth at constant currency in the range of -1% to -1.5% and an adjusted EBIT margin around 13.7% [7][11][8] Financial Performance - Q3 2025 net sales by division showed varied performance: - Human Expression: 192 million euros, down -0.5% at constant currency [6][10] - Flame for Life: 175 million euros, down -4.3% at constant currency [6][15] - Blade Excellence: 146 million euros, up +7.4% at constant currency, but down -6.1% excluding Tangle Teezer [6][20] - For the first nine months of 2025, net sales were 1,595 million euros, a decrease of -5.0% compared to the same period in 2024 [4][25] Regional Performance - In Europe, Q3 net sales were relatively flat at constant currency, with strong Back-to-School sales in Eastern Europe, Germany, and the UK, but weaker performance in Southern Europe [12][24] - North America experienced high-single-digit growth in Q3, driven by a solid performance in the US stationery market, although this was partially offset by poor results in other segments [12][24] - Latin America saw a decline in Q3 net sales, primarily due to competitive pressures in Mexico, while Brazil showed slight improvement [12][24] Strategic Actions - The divestiture of Cello activities in India is part of a broader strategy to sharpen focus on operations and invest in markets with a winning strategy [21][23] - CEO Rob Versloot emphasized the need for swift action to define a clear plan for BIC's future, indicating a commitment to improving operational performance [6][8][23]

Medline is telling prospective investors in its IPO that it had about $13.5 billion in net sales in the first half of 2025, an increase of roughly 9.7% from last year, according to sources https://t.co/IVg10OL6a6 ...

Financial Metrics - Gross profit margin is calculated as net sales minus the cost of goods sold (COGS) [1]