Key Takeaways SJM beat Q3 estimates as EPS hit $2.38 and sales rose 7%. SJM's U.S. Retail Coffee sales jumped 23%, though profit fell on higher green coffee and tariff costs.SJM trimmed FY26 sales view after a plant fire but reaffirmed EPS guidance of $8.75-$9.25. The J. M. Smucker Company (SJM) reported third-quarter fiscal 2026 results, wherein both adjusted earnings and net sales surpassed the Zacks Consensus Estimate. While earnings declined year over year amid elevated green coffee costs and tariff pre ...

A month has gone by since the last earnings report for PPG Industries (PPG) . Shares have added about 8% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is PPG Industries due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.PPG Industries' Earn ...

Shares for Wolverine Worldwide climbed over 5 percent in pre-market trading on Thursday as the company finished 2025 on a high note. The Rockford, Mich.-based footwear company said total revenue in the fourth quarter of 2025 was $517.5 million, up 4.6 percent from $494.7 million the same time last year. More from WWD Net earnings in the quarter were $32.5 million, up from $23.8 million the same time last year. Diluted earnings per share in Q4 were 38 cents, up from 28 cents the prior year’s period. On a ...

Core Insights - Amer Sports Inc. reported a significant increase in fourth quarter net income to $131.5 million, up from $15.4 million a year earlier, with revenue climbing 28.5% to $2.10 billion, exceeding analyst expectations [1] - For the full year, net income rose to $427.4 million, while revenue increased by 26.7% to $6.57 billion [1] Financial Performance - The strong sales and profitability of the Amer portfolio provide the company with the flexibility to invest in the Salomon softgoods opportunity while maintaining strong overall results [2] - The company is experiencing continued momentum in the Arc'teryx franchise and accelerating growth in Salomon footwear, leading to confidence in delivering strong financial performance in 2026 [2]

Core Insights - Investors seek stocks that provide substantial gains, and identifying such opportunities requires a structured approach [1] Group 1: Sales Growth - Sales growth is essential for profit generation, enabling companies to achieve efficiencies and enhance shareholder value [2] - Nvidia serves as a prime example, with its stock price significantly increasing due to strong sales growth in its Data Center segment [2] Group 2: Margins - Margin performance indicates operational efficiency, reflecting a company's ability to generate more profit from sales [3] - Companies like Eaton have demonstrated improved profitability, leading to margin expansion and a corresponding rise in stock prices [3] Group 3: Innovation - Innovation is critical for maintaining and expanding market share, allowing companies to stay competitive [4] - Nvidia's advancements in artificial intelligence have propelled its stock and positioned it prominently in market discussions [4] Group 4: Earnings Estimates - Positive revisions in earnings estimates are crucial for stock price appreciation, with the Zacks Rank system categorizing stocks based on these estimates [5] - The Zacks Rank has effectively captured the recent upward movement in stocks like SanDisk [6] Group 5: Common Traits of Outperforming Stocks - Outperforming stocks typically exhibit characteristics such as significant sales growth, margin expansion, and favorable earnings estimate revisions [7] Conclusion - Key factors contributing to stock outperformance include robust sales growth, margin expansion, innovation, and positive earnings estimate revisions [8]

Core Viewpoint - Smart Eye reported strong sales growth driven by the automotive sector, with net sales for the period of October to December 2025 reaching SEK 122.3 million, marking a 22% increase compared to SEK 100.3 million in the same period the previous year. Organic growth for the quarter was 26% [1] Group 1 - Net sales for Smart Eye amounted to SEK 122.3 million for the fourth quarter of 2025 [1] - This represents a 22% increase from SEK 100.3 million in the same quarter of the previous year [1] - The company achieved an organic growth rate of 26% during the quarter [1]

Market Overview - U.S. equities started February on a subdued note, with investors becoming more selective regarding AI exposure, leading to a decline in stocks as the market adjusted high expectations and penalized companies perceived as potential AI "losers" [1] - Retail investors are advised to adopt a disciplined approach by reassessing allocations, tightening risk controls, and ensuring alignment with long-term goals [1] Stock Selection Criteria - Traditional stock selection based on sales growth is emphasized as a more reliable metric compared to earnings-focused metrics [2] - Sales growth is viewed as a clear indicator of a company's underlying momentum, reflecting actual demand for products and services, and can signal future profit potential [3] - Revenue trends should be analyzed in context, comparing growth with peers and industry norms to distinguish between sustainable strength and temporary boosts [4] Screening Parameters for Winning Stocks - Stocks are shortlisted based on a 5-Year Historical Sales Growth (%) greater than the industry average and a cash flow exceeding $500 million [5] - Additional criteria include a Price/Sales (P/S) Ratio lower than the industry average, indicating better value for each dollar of revenue [6] - Estimate revisions for future sales that exceed industry standards are also considered, as they can lead to stock price increases [6] - Operating Margin over the last five years should be greater than 5%, indicating effective cost control and sales growth outpacing costs [7] - Return on Equity (ROE) should be above 5%, ensuring that sales growth translates into profits and that the company is not hoarding cash [8] - Stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) are preferred, as they are known to outperform in various market conditions [8] Recommended Stocks - Genuine Parts Company (GPC) is highlighted, with an expected sales growth rate of 3.7% for 2026 and a Zacks Rank of 2 [9][10] - Wheaton Precious Metals Corp. (WPM) is noted for its expected sales growth rate of 35.4% for 2026, also holding a Zacks Rank of 2 [9][11] - FirstEnergy Corporation (FE) is projected to have a sales increase of 3.6% in 2026, currently carrying a Zacks Rank of 2 [9][12]

Core Insights - Crane NXT reported full-year sales of approximately $1.7 billion, reflecting an 11% increase, with core sales growth of about 1% [1] - The company achieved fourth-quarter sales of $477 million, up around 20% year-over-year, driven by acquisitions and strong performance in Crane Currency [2] - Adjusted EBITDA margin was approximately 25% in Q4 and 24% for the full year, with adjusted EPS of $1.27 for the quarter and $4.06 for the year [3] Financial Performance - For the full year, adjusted segment operating margin decreased by approximately 260 basis points, influenced by acquisitions and international currency costs [1] - Fourth-quarter adjusted segment operating margin was about 26%, down roughly 120 basis points from the prior year due to added costs and unfavorable foreign exchange impacts [2] - CPI segment core sales declined about 4% year-over-year, while SAT delivered core sales growth of about 7% [6][9] Segment Analysis - In the CPI segment, fourth-quarter core sales were flat, with double-digit growth in gaming offset by softness in other markets [6] - SAT experienced a fourth-quarter core sales increase of approximately 11%, with total segment sales growth exceeding 40% [7] - SAT backlog was up more than 50% year-over-year, supporting management's confidence in future growth [9] Strategic Initiatives - Crane NXT plans to invest in international currency capacity and advance its pending Antares Vision transaction, expecting to take it private by mid-2026 [4][19] - The company aims for 2026 sales growth of 4-6%, with adjusted segment EBITDA margin around 28% and adjusted EPS of $4.10 to $4.40 [14][15] - Management outlined steps to expand capacity, including increased staffing and partnerships for banknote printing [12] Market Trends - Increased counterfeiting in emerging markets is prompting redesigns with higher security features, supporting demand in concentrated business areas [16] - The company expects revenue to be weighted towards the second half of the year, with mid-teens revenue growth anticipated in Q1 [17] - The company ended 2025 with net leverage of approximately 2.3x and plans to use free cash flow to pay down debt [18]

Welcome to our Bloomberg audiences worldwide Romaine Bostick here in Milan, Italy, with Elliot Hill, the CEO of nike. Great to have you here, Eliot. It's great to be here.Thanks so much for having me in this great city. Well, thanks for inviting me. You didn't just invite me here to Italy.You invited me to actually oversee what has become a big relaunch here of your ACG brand here at the Milano Cortina Winter Games. Yes. Yeah, it's been.It's part of a clearly, we led with some innovation in apparel on our a ...

Core Insights - Ichor Holdings significantly exceeded Q4 earnings expectations and provided optimistic guidance for future performance [1][3] Financial Performance - Ichor reported non-GAAP earnings per share of $0.07 for Q4, surpassing Wall Street's average estimate of a loss of $0.06 per share [3] - Sales for the quarter reached $223.6 million, exceeding the average analyst target by $2.76 million [3] - Year-over-year revenue declined by 4%, but demand in the semiconductor segment and growth in commercial manufacturing contributed to a strong earnings performance [4] Margin Analysis - The adjusted gross margin decreased to 11.7% from 12% in the same quarter last year, but management indicated that margin improvement initiatives are in early stages [4] - For the upcoming quarter, gross margins are projected to rise to between 12% and 13% [7] Future Outlook - Ichor anticipates continued growth in commercial manufacturing, potentially outpacing semiconductor sales growth [6] - The company expects Q1 sales to range between $240 million and $260 million, indicating a year-over-year growth of approximately 12% at the midpoint [7] - Adjusted earnings per share for the current quarter are projected to be between $0.08 and $0.16, suggesting earnings will remain consistent with the previous year's quarter despite increased growth-related expenditures [7]