Core Insights - V.F. Corporation (VFC) reported revenue of $2.88 billion for the quarter ended December 2025, reflecting a year-over-year increase of 1.5% and a positive surprise of 4.26% over the Zacks Consensus Estimate of $2.76 billion [1] - The earnings per share (EPS) for the quarter was $0.58, down from $0.62 in the same quarter last year, but exceeded the consensus estimate of $0.43 by 34.88% [1] Revenue Performance - Geographic Revenue: - Americas: $1.54 billion, exceeding the average estimate of $1.49 billion, with a year-over-year change of +2.1% [4] - Europe: $928.7 million, below the estimated $954.64 million, with a year-over-year change of +3.9% [4] - Asia-Pacific: $408.4 million, below the estimated $439.9 million, with a year-over-year change of -5.7% [4] - Revenue by Segment: - Outdoor: $1.93 billion, surpassing the average estimate of $1.86 billion, with a year-over-year change of +4% [4] - Active: $671.84 million, slightly below the estimate of $675.07 million, with a year-over-year change of -12.3% [4] - All Other: $277.96 million, exceeding the estimate of $250.93 million [4] Brand Performance - Revenue by Brand: - The North Face: $1.36 billion, exceeding the average estimate of $1.31 billion, with a year-over-year change of +8.2% [4] - Vans: $557.6 million, below the estimate of $574.83 million, with a year-over-year change of -8.2% [4] - Timberland: $569.7 million, exceeding the estimate of $541.66 million, with a year-over-year change of +8.1% [4] Profitability Metrics - Segment Profit (Loss): - Outdoor: $407.73 million, exceeding the average estimate of $388.3 million [4] - Active: $-4.62 million, below the estimate of $9.85 million [4] Stock Performance - V.F. shares have returned +11.1% over the past month, outperforming the Zacks S&P 500 composite's +0.8% 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]

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Joe Reagor from Roth Capital set a price target of $15.50 for AMEX:UUUU, indicating a potential overvaluation at its current trading price.Energy Fuels experienced a significant stock price increase of 74.18% over the past month, outperforming both the Basic Materials sector and the S&P 500.The company anticipates an earnings per share (EPS) of -$0.07 for the upcoming quarter, marking a 63.16% improvement year-over-year, despite a projected revenue decrease.Energy Fuels Inc. (AMEX:UUUU) is a prominent playe ...

Core Viewpoint - GE Vernova (NYSE:GEV) is set to release its quarterly earnings on January 28, 2026, with a focus on advanced technology and services in the energy sector, particularly in power generation and renewable energy [1] Earnings Expectations - Wall Street estimates GEV's earnings per share (EPS) to be $3.03, reflecting a significant year-over-year growth of 75.14% [2] - Despite the anticipated EPS growth, GEV's revenue is projected to decline by 4.91% to $10.04 billion due to challenges in the energy sector [3][6] Financial Metrics - GEV has a high price-to-earnings (P/E) ratio of approximately 110.94, indicating a premium valuation by investors [5][6] - The price-to-sales ratio is about 5.01, and the enterprise value to sales ratio is approximately 4.79, reflecting the market's valuation of the company relative to its sales [5] - The current ratio of 1.03 suggests a modest level of short-term financial health [5] Analyst Revisions - Analysts have revised the consensus EPS estimate downward by 3.4% over the past month, which can impact investor reactions to the stock [4]

Core Insights - American Airlines Group reported fourth-quarter adjusted earnings of $0.16 per share, significantly below analysts' expectations of $0.38 per share [2] - The airline's revenue reached a record $14.0 billion but fell short of the consensus estimate of $14.04 billion, impacted by a U.S. government shutdown that reduced revenue by approximately $325 million [2] Financial Performance - For the full year 2025, American Airlines achieved record revenue of $54.6 billion and adjusted earnings of $0.36 per share [3] - The company successfully reduced total debt by $2.1 billion during the year [3] - Guidance for fiscal 2026 indicates adjusted earnings between $1.70 and $2.70 per share, with the midpoint slightly above the analyst consensus of $2.01 [3] Future Projections - For the first quarter of 2026, American Airlines anticipates an adjusted loss of $0.10 to $0.50 per share, compared to expectations of a $0.29 loss [3] - The impact of Winter Storm Fern led to over 9,000 flight cancellations, the largest weather-related disruption in the company's history, resulting in a projected capacity decline of approximately 1.5 percentage points for the first quarter of 2026 [4] - Despite these challenges, the airline expects first-quarter revenue to increase by 7% to 10% year over year [4]

Core Insights - HCA Healthcare reported fourth-quarter earnings of $8.01 per share, surpassing analyst expectations of $7.45, leading to a 6% increase in pre-market trading [1] - Revenue for the quarter was $19.51 billion, a 6.7% year-over-year increase, although it fell short of the forecasted $19.67 billion [1] Financial Performance - Same-facility admissions rose by 2.4% year-over-year, while equivalent admissions increased by 2.5% [2] - Revenue per equivalent admission grew by 2.9% year-over-year, indicating improved pricing trends [2] - Adjusted EBITDA increased by 10.8% to $4.11 billion, with margins expanding to 21.1% from 20.3% a year earlier [2] Future Outlook - HCA issued a positive outlook for 2026, projecting earnings between $29.10 and $31.50 per share, exceeding the analyst consensus of $27.70 [3] - The company also forecasts revenue between $76.5 billion and $80.0 billion, surpassing expectations of $75.74 billion [3]

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Core Insights - NextEra Energy (NEE) reported $6.5 billion in revenue for Q4 2025, a year-over-year increase of 20.7% [1] - The EPS for the same period was $0.54, slightly up from $0.53 a year ago, with an EPS surprise of +1.89% [1] - The revenue reported was a slight miss of -0.33% compared to the Zacks Consensus Estimate of $6.52 billion [1] Financial Performance Metrics - Florida Power & Light (FPL) operating revenues were $4.27 billion, exceeding the average estimate of $3.94 billion by analysts, reflecting a +10.8% year-over-year change [4] - NextEra Energy Resources (NEER) reported operating revenues of $2.12 billion, which was below the estimated $2.75 billion, but showed a significant +46.2% increase compared to the previous year [4] - Operating income for FPL was $1.51 billion, surpassing the estimated $1.28 billion [4] - NEER's operating income was $191 million, significantly lower than the average estimate of $959.97 million [4] - Corporate & Other segment reported an operating loss of $112 million, worse than the estimated loss of $52.5 million [4] Stock Performance - NextEra shares have returned +6.5% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Brown & Brown (BRO) reported a revenue of $1.61 billion for the quarter ended December 2025, reflecting a year-over-year increase of 35.7% [1] - The earnings per share (EPS) for the quarter was $0.93, up from $0.86 in the same quarter last year, with an EPS surprise of +2.53% compared to the consensus estimate of $0.91 [1] Financial Performance - The reported revenue was a slight miss, with a surprise of -2.16% against the Zacks Consensus Estimate of $1.64 billion [1] - Total organic growth was reported at -2.8%, which was below the five-analyst average estimate of -0.7% [4] - Commissions and fees totaled $1.58 billion, which was below the six-analyst average estimate of $1.62 billion, but represented a year-over-year increase of 36.1% [4] - Retail commissions and fees were reported at $911 million, compared to the average estimate of $935.63 million [4] - Total revenues from retail were $920 million, exceeding the estimated $965.15 million, marking a year-over-year increase of 44.7% [4] - Specialty distribution revenues were reported at $678 million, slightly below the average estimate of $684.38 million [4] Income Metrics - Income before income taxes for retail was $131 million, lower than the average estimate of $165.67 million [4] - Income before income taxes for other segments was reported at -$21 million, significantly better than the average estimate of -$106.77 million [4] - Specialty distribution income before income taxes was $211 million, compared to the average estimate of $233.13 million [4] Stock Performance - Over the past month, shares of Brown & Brown have returned -2%, while the Zacks S&P 500 composite saw a +0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]