WillScot (WSC) reported $565.97 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 6.1%. EPS of $0.29 for the same period compares to $0.49 a year ago.The reported revenue represents a surprise of +3.94% over the Zacks Consensus Estimate of $544.51 million. With the consensus EPS estimate being $0.33, the EPS surprise was -12.91%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

Expand Energy (EXE) reported $2.31 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 44.5%. EPS of $2.00 for the same period compares to $0.55 a year ago.The reported revenue represents a surprise of +2.56% over the Zacks Consensus Estimate of $2.25 billion. With the consensus EPS estimate being $1.89, the EPS surprise was +5.82%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Str ...

Core Insights - Agnico Eagle Mines reported a revenue of $3.56 billion for the quarter ended December 2025, marking a 60.3% increase year-over-year and exceeding the Zacks Consensus Estimate by 9.98% [1] - The earnings per share (EPS) for the quarter was $2.69, up from $1.26 in the same quarter last year, representing a surprise of 4.91% over the consensus estimate of $2.56 [1] Financial Performance Metrics - The all-in sustaining costs per ounce for gold production were reported at $1,517.00, higher than the three-analyst average estimate of $1,329.18 [4] - Total payable gold production was 840,608 ounces, slightly above the average estimate of 836,891.40 ounces [4] - Total cash costs were reported at $1.09 million, compared to the average estimate of $963.73 thousand [4] Revenue Breakdown by Operations - Revenue from the Quebec Canadian Malartic complex was $615.16 million, exceeding the estimated $523.91 million, reflecting a year-over-year increase of 53.9% [4] - Revenue from the Quebec Goldex mine reached $141.53 million, surpassing the estimated $128.95 million, with a year-over-year increase of 68.4% [4] - Revenue from the Nunavut Meliadine mine was $448.62 million, exceeding the average estimate of $360.2 million, representing a 72.9% increase year-over-year [4] - Revenue from the Nunavut Meadowbank complex was $483.58 million, compared to the estimated $454.93 million, showing a year-over-year change of 58.5% [4] - Revenue from the Mexico Pinos Altos mine was $101.32 million, exceeding the estimated $86.89 million, with a year-over-year change of 64.8% [4] - Revenue from the Ontario Detour Lake mine was $718.43 million, slightly below the estimated $732.61 million, but still reflecting a year-over-year increase of 62.3% [4] - Revenue from the Ontario Macassa mine was $243.65 million, compared to the estimated $277.5 million, showing a year-over-year change of 13.1% [4] - Revenue from the Australia Fosterville mine was $131.67 million, exceeding the estimated $116.5 million, with a year-over-year change of 17.9% [4] Stock Performance - Agnico's shares have returned +10.1% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.3% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Ryan Specialty Group reported revenue of $751.21 million for the quarter ended December 2025, marking a year-over-year increase of 13.2% [1] - The earnings per share (EPS) for the same period was $0.45, unchanged from the previous year [1] - The reported revenue fell short of the Zacks Consensus Estimate of $777.88 million, resulting in a surprise of -3.43% [1] - The company experienced an EPS surprise of -9.4%, with the consensus EPS estimate being $0.50 [1] Revenue Breakdown - Fiduciary investment income was reported at $13.17 million, below the estimated $14.25 million [4] - Net commissions and fees totaled $738.05 million, compared to the estimated $771.1 million [4] - Binding Authority revenue was $84.05 million, slightly below the two-analyst average estimate of $85.81 million [4] - Underwriting Management revenue reached $268.31 million, compared to the average estimate of $276.94 million [4] - Wholesale Brokerage revenue was reported at $385.69 million, below the estimated $406.7 million [4] Stock Performance - Ryan Specialty's shares have returned -14.2% over the past month, contrasting with the Zacks S&P 500 composite's -0.3% 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 - Curtiss-Wright reported revenue of $946.98 million for the quarter ended December 2025, marking a year-over-year increase of 14.9% and exceeding the Zacks Consensus Estimate by 6.38% [1] - The company's EPS for the same period was $3.79, up from $3.27 a year ago, representing a surprise of 3.49% over the consensus estimate of $3.66 [1] Financial Performance Metrics - Adjusted Sales in Aerospace & Industrial reached $262.39 million, slightly above the average estimate of $261.86 million, reflecting a year-over-year change of +4.6% [4] - Adjusted Sales in Naval & Power were reported at $417.31 million, significantly exceeding the average estimate of $374.01 million, with a year-over-year increase of +20.6% [4] - Adjusted Sales in Defense Electronics amounted to $267.28 million, surpassing the average estimate of $253.01 million, showing a year-over-year growth of +17.5% [4] Operating Income Analysis - Adjusted Operating Income for Naval & Power was $74.82 million, above the estimated $70.29 million [4] - Adjusted Operating Income for Defense Electronics was $69.1 million, exceeding the average estimate of $65.18 million [4] - Adjusted Operating Income for Aerospace & Industrial was reported at $52.74 million, slightly below the average estimate of $54.09 million [4] Stock Performance - Shares of Curtiss-Wright have returned +1.5% over the past month, while the Zacks S&P 500 composite experienced a -0.3% 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 - Westinghouse Air Brake Technologies (WAB) reported a revenue of $2.97 billion for the quarter ended December 2025, reflecting a year-over-year increase of 14.8% and surpassing the Zacks Consensus Estimate of $2.86 billion by 3.79% [1] - The company's earnings per share (EPS) for the quarter was $2.10, an increase from $1.68 in the same quarter last year, also exceeding the consensus EPS estimate of $2.07 by 1.45% [1] Financial Performance - WAB's backlog totaled $27.41 billion, exceeding the average estimate of $24 billion from two analysts [4] - The backlog for the Transit Group was reported at $4.91 billion, above the $4.6 billion average estimate [4] - The backlog for the Freight Group reached $22.49 billion, surpassing the average estimate of $19.4 billion [4] Segment Performance - Sales to external customers in the Freight Segment amounted to $2.12 billion, exceeding the average estimate of $2 billion and representing an 18.3% year-over-year increase [4] - Sales in the Transit Segment were reported at $842 million, slightly below the estimated $853.65 million, but still showing a 6.7% increase compared to the previous year [4] - The Freight Group's Services segment generated $667 million, closely matching the average estimate of $666.9 million [4] Operational Metrics - Income from operations in the Freight Segment was $318 million, below the average estimate of $399.94 million [4] - Adjusted income from operations in the Transit Segment was $118 million, compared to the average estimate of $133.13 million [4] - Adjusted income from operations in the Freight Segment was $470 million, exceeding the average estimate of $445.3 million [4] Stock Performance - WAB's shares have returned +8.3% over the past month, contrasting with a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Curbline Properties (CURB) reported a revenue of $54.15 million for Q4 2025, marking a year-over-year increase of 55.1% and exceeding the Zacks Consensus Estimate by 6.56% [1] - The earnings per share (EPS) for the same quarter was $0.29, up from $0.11 a year ago, also surpassing the consensus EPS estimate of $0.27 by 6.62% [1] Revenue Breakdown - Other income was reported at $0.17 million, which is a decline of 38.3% compared to the year-ago quarter and below the estimated $0.45 million [4] - Rental income reached $53.98 million, exceeding the average estimate of $51.39 million and reflecting a year-over-year increase of 55.8% [4] - Base and percentage rental income amounted to $40.3 million, surpassing the three-analyst average estimate of $38.86 million [4] - Recoveries from tenants were reported at $12.48 million, slightly below the average estimate of $12.92 million [4] - Lease termination fees, ancillary, and other rental income totaled $1.56 million, significantly higher than the estimated $0.38 million [4] Stock Performance - Curbline's shares have returned +6.7% over the past month, while the Zacks S&P 500 composite has shown no change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Viewpoint - Amkor Technology reported strong financial results for the quarter ended December 2025, with significant year-over-year growth in revenue and earnings per share, exceeding market expectations [1]. Financial Performance - Revenue for the quarter was $1.89 billion, reflecting a year-over-year increase of 15.9% [1]. - Earnings per share (EPS) for the same period was $0.69, compared to $0.43 a year ago, indicating substantial growth [1]. - The reported revenue surpassed the Zacks Consensus Estimate of $1.83 billion by 3.35% [1]. - The company achieved an EPS surprise of 60.47%, with the consensus EPS estimate being $0.43 [1]. Market Comparison - Over the past month, shares of Amkor Technology have returned -5.6%, while the Zacks S&P 500 composite experienced a -0.2% change [3]. - The stock currently holds a Zacks Rank 1 (Strong Buy), suggesting potential for outperformance in the near term [3]. End Market Distribution - Communications (smartphones, tablets) accounted for 49% of revenue, slightly above the two-analyst average estimate of 48.4% [4]. - Consumer markets (AR & gaming, connected home, home electronics, wearables) represented 14%, exceeding the estimated 13.7% [4]. - Automotive, industrial, and other sectors (ADAS, electrification, infotainment, safety) contributed 18%, closely aligning with the average estimate of 18.1% [4]. - Computing (data center, infrastructure, PC/laptop, storage) made up 19%, in line with the two-analyst average estimate of 19.8% [4].

Core Insights - Malibu Boats (MBUU) reported revenue of $188.62 million for the quarter ended December 2025, reflecting a year-over-year decline of 5.8% and an EPS of -$0.02 compared to $0.31 a year ago, indicating a significant drop in profitability [1] - The reported revenue exceeded the Zacks Consensus Estimate of $186.35 million by 1.22%, while the EPS surprise was +20% against the consensus estimate of -$0.03 [1] Financial Performance Metrics - Net Sales per Unit totaled $170,544, surpassing the two-analyst average estimate of $169,800 [4] - Unit Volume by Segment reached 1,106, slightly above the average estimate of 1,098 [4] - Revenue by product for Malibu was $70.6 million, exceeding the estimate of $68.7 million but showing a year-over-year decline of 4.7% [4] - Cobalt's revenue was reported at $52.6 million, above the average estimate of $51.85 million, with a year-over-year change of -6.1% [4] - Saltwater Fishing revenue was $65.3 million, slightly below the estimate of $66.05 million, reflecting a year-over-year decline of 7% [4] Stock Performance - Shares of Malibu Boats have returned +11.5% over the past month, outperforming the Zacks S&P 500 composite, which changed by +0.5% [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 Insights - Equitable Holdings, Inc. reported a revenue of $3.74 billion for the quarter ended December 2025, reflecting a decrease of 5.4% year-over-year and a surprise of -7.2% compared to the Zacks Consensus Estimate of $4.03 billion. The EPS was $1.76, up from $1.57 in the same quarter last year, resulting in a positive surprise of +0.64% over the consensus estimate of $1.75 [1][3]. Financial Performance Metrics - Retirement net flows were reported at $1.26 billion, below the average estimate of $1.48 billion from two analysts [4]. - Total asset value in the Retirement segment at the end of the period was $163.86 billion, compared to the average estimate of $177.11 billion from two analysts [4]. - Wealth Management advisory net new assets reached $2.15 billion, exceeding the average estimate of $1.89 billion from two analysts [4]. - Total Wealth Management ending assets were $122.01 billion, slightly below the average estimate of $122.15 billion [4]. - Retirement segment revenues were $1.67 billion, slightly above the average estimate of $1.66 billion from three analysts, representing a year-over-year increase of +70.4% [4]. - Revenue from Retirement investment management, service fees, and other income was $186 million, slightly above the average estimate of $185.87 million, with a year-over-year increase of +97.9% [4]. - Policy charges, fee income, and premiums in the Retirement segment generated $435 million, significantly lower than the average estimate of $810.18 million [4]. - Retirement net derivative losses were reported at -$9 million, worse than the average estimate of -$2.03 million, but showed a year-over-year change of +80% [4]. - Net investment income in the Retirement segment was $1.16 billion, matching the average estimate and reflecting a year-over-year increase of +74.3% [4]. - Policy charges, fee income, and premiums in the Retirement segment were $328 million, exceeding the average estimate of $312.96 million, with a year-over-year increase of +47.1% [4]. - Corporate and Other segment revenues were $557 million, significantly below the average estimate of $845.64 million, but represented a year-over-year increase of +148.7% [4]. - Wealth Management segment revenues were $548 million, surpassing the average estimate of $523.73 million, with a year-over-year increase of +13.9% [4].