Core Insights - Globus Medical reported revenue of $826.42 million for the quarter ended December 2025, reflecting a year-over-year increase of 25.7% and surpassing the Zacks Consensus Estimate by 4.9% [1] - The company's EPS for the quarter was $1.28, up from $0.84 in the same quarter last year, resulting in an EPS surprise of 20.76% compared to the consensus estimate of $1.06 [1] Revenue Breakdown - International revenues reached $161.1 million, exceeding the average estimate of $147.72 million by analysts, marking a 19% increase year-over-year [4] - U.S. revenues totaled $665.32 million, surpassing the average estimate of $621.92 million, with a year-over-year growth of 27.5% [4] Product Category Performance - Net sales from Enabling Technologies were $55.62 million, exceeding the average estimate of $33.7 million, representing an 18.5% increase year-over-year [4] - Net sales from Musculoskeletal Solutions amounted to $770.8 million, above the average estimate of $735.95 million, showing a year-over-year growth of 26.3% [4] Stock Performance - Shares of Globus Medical have returned +0.5% over the past month, while the Zacks S&P 500 composite has decreased by -1%, indicating potential outperformance in the near term [3]

Core Insights - Euronet Worldwide reported revenue of $1.11 billion for the quarter ended December 2025, reflecting a year-over-year increase of 5.9% and a slight revenue surprise of +0.21% over the Zacks Consensus Estimate [1] - The company's EPS for the quarter was $2.39, an increase from $2.08 in the same quarter last year, although it fell short of the consensus estimate of $2.48 by -3.63% [1] Revenue Breakdown - EFT Processing Segment generated revenue of $303.3 million, exceeding the average analyst estimate of $298.43 million, marking a year-over-year increase of +14.2% [4] - The epay Segment reported revenue of $353.6 million, slightly above the average estimate of $350.67 million, with a year-over-year change of +3.3% [4] - Money Transfer Segment revenue was $454.4 million, which was below the estimated $459.17 million, but still represented a +2.8% increase compared to the previous year [4] Stock Performance - Euronet Worldwide's shares have declined by -6.1% 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 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Viewpoint - McGraw Hill, Inc. reported stable revenue for the quarter ended December 2025, with a notable increase in EPS compared to the previous year [1] Financial Performance - Revenue for the quarter was $434.16 million, unchanged from the same period last year, and exceeded the Zacks Consensus Estimate by +6.22% [1] - EPS for the quarter was $0.28, a significant increase from $0 in the year-ago quarter, resulting in an EPS surprise of +489.47% compared to the consensus estimate of $0.05 [1] Key Metrics - K-12 revenue was $128.19 million, surpassing the average estimate of $120.88 million [4] - International revenue reached $44.06 million, slightly above the average estimate of $43.44 million [4] - Global Professional revenue was $36.24 million, exceeding the estimated $32.33 million [4] - Higher Education revenue was $225.36 million, significantly higher than the average estimate of $209.05 million [4] Stock Performance - McGraw Hill, Inc. shares have declined by -15.3% over the past month, while the Zacks S&P 500 composite experienced a minor decline of -0.3% [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 - Sirius XM reported $2.19 billion in revenue for the quarter ended December 2025, marking a year-over-year increase of 0.2% and exceeding the Zacks Consensus Estimate of $2.18 billion by 0.82% [1] - The company achieved an EPS of $0.84, up from $0.83 a year ago, with an EPS surprise of 9.25% compared to the consensus estimate of $0.77 [1] Financial Performance Metrics - Sirius XM's net additions of self-pay subscribers were 110, significantly higher than the average estimate of -26 [4] - The total ending subscribers reached 32,927, surpassing the average estimate of 32,802 [4] - The average self-pay monthly churn rate was 1.4%, better than the estimated 1.5% [4] Revenue Breakdown - Advertising revenue from Pandora and Off-platform was reported at $450 million, exceeding the average estimate of $428.41 million, reflecting a year-over-year increase of 3.7% [4] - Subscriber revenue from Pandora and Off-platform was $132 million, slightly above the estimate of $131.86 million, but down 1.5% year-over-year [4] - Sirius XM's subscriber revenue was $1.49 billion, slightly below the average estimate of $1.5 billion, showing a year-over-year decline of 0.3% [4] - Equipment revenue for Sirius XM was reported at $48 million, exceeding the average estimate of $43.36 million, representing a year-over-year increase of 14.3% [4] - Other revenue was reported at $28 million, below the average estimate of $35.64 million, indicating a year-over-year decline of 22.2% [4] - Total advertising revenue was $491 million, surpassing the average estimate of $473.09 million, with a year-over-year increase of 2.9% [4]

Core Viewpoint - Eagle Materials reported a slight decline in revenue for the quarter ended December 2025, with a revenue of $555.96 million, down 0.4% year-over-year, and an EPS of $3.22, compared to $3.59 in the same quarter last year, indicating mixed performance against Wall Street expectations [1]. Financial Performance - Revenue of $555.96 million was slightly above the Zacks Consensus Estimate of $553.98 million, resulting in a surprise of +0.36% [1]. - The company experienced an EPS surprise of -2.92%, with the consensus EPS estimate being $3.32 [1]. - Over the past month, shares of Eagle Materials returned +5.4%, outperforming the Zacks S&P 500 composite's +0.8% change [3]. Key Metrics - Average Net Sales Price for Gypsum Wallboard was $225.19, below the estimated $233.73 [4]. - Average Net Sales Price for Cement was $154.52, compared to the estimated $156.03 [4]. - Revenue from Light Materials - Gypsum Wallboard was $175.87 million, significantly lower than the estimated $191.51 million, representing a -16.1% change year-over-year [4]. - Total Revenue from Light Materials was $203.46 million, below the $221.93 million average estimate, reflecting a -15.8% year-over-year change [4]. - Total Revenue from Heavy Materials was $352.5 million, exceeding the average estimate of $320.44 million, with a year-over-year change of +11.5% [4]. - Revenue from Heavy Materials - Concrete & Aggregates was $69 million, surpassing the estimated $61.37 million, showing a +22.3% change year-over-year [4]. - Revenue from Heavy Materials - Cement (Wholly Owned) was $283.5 million, compared to the $259.07 million average estimate, indicating a +9.1% year-over-year change [4]. Segment Operating Earnings - Segment Operating Earnings for Light Materials - Gypsum Wallboard was $61.36 million, below the average estimate of $73.41 million [4]. - Segment Operating Earnings for Light Materials - Recycled Paperboard was $11.25 million, slightly above the estimated $10.87 million [4]. - Total Segment Operating Earnings for Light Materials was $72.6 million, below the average estimate of $84.28 million [4]. - Segment Operating Earnings for Heavy Materials - Cement was $91.34 million, exceeding the average estimate of $84.37 million [4]. - Segment Operating Earnings for Heavy Materials - Concrete and Aggregates was $1.38 million, below the average estimate of $4.83 million [4].

Core Insights - Altria reported revenue of $5.08 billion for the quarter ended December 2025, showing a year-over-year decline of 0.5% and an EPS of $1.30, slightly up from $1.29 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $5 billion, resulting in a surprise of +1.54%, while the EPS fell short of the consensus estimate of $1.32, leading to a surprise of -1.13% [1] Financial Performance Metrics - Revenue from Oral Tobacco Products was $682 million, surpassing the estimated $673.99 million, reflecting a year-over-year increase of +2.9% [4] - Revenue from Smokeable Products was $4.38 billion, exceeding the average estimate of $4.29 billion, but showing a year-over-year decline of -1.1% [4] - Adjusted Operating Companies Income (OCI) for Smokeable Products was reported at $2.64 billion, slightly below the average estimate of $2.67 billion [4] - Reported OCI for Oral Tobacco Products was $438 million, compared to the average estimate of $466.35 million from two analysts [4] Stock Performance - Altria's shares have returned +9.5% over the past month, outperforming the Zacks S&P 500 composite, which saw a change of +0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Meritage Homes reported a revenue of $1.43 billion for the quarter ended December 2025, reflecting an 11.5% decrease year-over-year and falling short of the Zacks Consensus Estimate of $1.51 billion, resulting in a surprise of -5.16% [1] - The company's earnings per share (EPS) was $1.67, significantly lower than the $4.72 reported in the same quarter last year, but exceeded the consensus EPS estimate of $1.55, yielding a surprise of +8.06% [1] Financial Performance Metrics - Homes ordered totaled 3,224, which was below the average estimate of 3,521 by eight analysts [4] - Home closing revenue's average sales price was $375.00, compared to the estimated $385.51, indicating a shortfall [4] - The order backlog stood at 1,168 homes, lower than the average estimate of 1,333 [4] - Homes closed totaled 3,755, again below the average estimate of 3,887 [4] - The order backlog's average sales price was $377.00, compared to the estimated $407.72 [4] - Active communities at the end of the period totaled 336, slightly above the estimate of 332 [4] - The order backlog value was $440.56 million, significantly lower than the average estimate of $547.9 million [4] - Home orders' average sales price was $374.00, compared to the estimated $388.63 [4] - Total closing revenue from homebuilding was $1.43 billion, below the average estimate of $1.51 billion, marking an 11.5% year-over-year decline [4] - Home closing revenue was $1.41 billion, compared to the estimated $1.5 billion, reflecting an 11.9% decrease year-over-year [4] - Financial services revenue was $8.24 million, slightly below the estimated $8.65 million, representing a 2.3% decline year-over-year [4] - Land closing revenue was $21.07 million, exceeding the average estimate of $10.73 million, with a year-over-year increase of 21.4% [4] Stock Performance - Meritage shares have returned +4.8% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.8% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Texas Instruments (TXN) reported revenue of $4.42 billion for the quarter ended December 2025, reflecting a year-over-year increase of 10.4% [1] - The earnings per share (EPS) was $1.27, slightly down from $1.30 in the same quarter last year, indicating a -1.97% surprise compared to the consensus estimate [1] - The reported revenue was -0.32% below the Zacks Consensus Estimate of $4.44 billion [1] Revenue Breakdown - Revenue from Other segments was $146 million, significantly lower than the average estimate of $248.96 million, representing a year-over-year decline of -33.6% [4] - Revenue from Embedded Processing reached $662 million, exceeding the estimated $645.35 million, marking an 8% increase year-over-year [4] - Revenue from Analog products was $3.62 billion, surpassing the estimated $3.52 billion, with a year-over-year growth of 13.9% [4] Operating Profit Analysis - Operating profit for Analog was reported at $1.4 billion, slightly above the average estimate of $1.39 billion [4] - Operating profit for Other segments was only $7 million, compared to the average estimate of $125.29 million [4] - Operating profit for Embedded Processing was $71 million, below the average estimate of $121.8 million [4] Stock Performance - Texas Instruments shares have returned +11.9% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.4% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - SouthState (SSB) reported a revenue of $686.87 million for the quarter ended December 2025, marking a year-over-year increase of 52.5% and exceeding the Zacks Consensus Estimate by 3.03% [1] - The earnings per share (EPS) for the same period was $2.47, compared to $1.93 a year ago, representing a surprise of 7.47% over the consensus estimate of $2.30 [1] Financial Performance Metrics - Net Interest Margin (Non-Tax Equivalent) was 3.9%, surpassing the average estimate of 3.8% [4] - Efficiency Ratio stood at 49.7%, better than the average estimate of 52% [4] - Net charge-offs as a percentage of average loans (annualized) were 0.1%, matching the average estimate [4] - Average Balance of Total interest-earning assets was $59.87 billion, exceeding the estimated $59.41 billion [4] - Total nonperforming assets were reported at $311.27 million, lower than the estimated $320.36 million [4] - Total Noninterest Income reached $105.75 million, above the average estimate of $93.3 million [4] - Net interest income (tax equivalent, Non-GAAP) was $581.92 million, compared to the estimate of $575.69 million [4] - Net Interest Income was $581.12 million, exceeding the average estimate of $571.68 million [4] - Mortgage banking income was $5.16 million, higher than the estimated $4.67 million [4] - Fees on deposit accounts totaled $41.95 million, slightly below the estimate of $42.79 million [4] - Trust and investment services income was $14.68 million, compared to the average estimate of $14.27 million [4] - Total correspondent banking and capital market income was $27.47 million, significantly higher than the estimated $19.08 million [4] Stock Performance - Shares of SouthState have returned +4.5% over the past month, outperforming the Zacks S&P 500 composite's +0.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Viewpoint - Investar (ISTR) reported a revenue increase of 3.6% year-over-year for the quarter ended December 2025, with earnings per share (EPS) showing a decline compared to the previous year [1] Financial Performance - Revenue for the quarter was $23.47 million, aligning with the Zacks Consensus Estimate of $0 million [1] - EPS was reported at $0.58, a decrease from $0.65 in the same quarter last year, but exceeded the consensus estimate of $0.54 by 8.41% [1] - Net Interest Margin stood at 3.2%, matching the average estimate [4] - Efficiency Ratio was reported at 69.3%, higher than the average estimate of 65.5% [4] - Total Noninterest Income was $1.84 million, below the average estimate of $2.71 million [4] - Net Interest Income was $21.63 million, slightly below the average estimate of $21.95 million [4] Stock Performance - Shares of Investar have returned +2.3% over the past month, outperforming the Zacks S&P 500 composite's +0.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]