Core Insights - Wynn Resorts, Limited (WYNN) reported mixed fourth-quarter 2025 results, with earnings missing estimates while revenues exceeded expectations [1][3][9] Financial Performance - Adjusted earnings per share (EPS) for the quarter was $1.17, below the Zacks Consensus Estimate of $1.33, and down from $2.42 in the prior-year quarter [3][9] - Quarterly operating revenues reached $1.87 billion, surpassing the consensus mark by 0.7% and reflecting a year-over-year increase of 1.5% [3][9] Operational Highlights - Wynn Resorts experienced steady performance in key markets, particularly in Las Vegas and Macau, with Las Vegas showing EBITDA growth due to higher average daily rates and solid casino volumes [2][9] - Macau operations benefited from increased VIP turnover and mass table drop, contributing to improved property performance [9] Segment Performance - Wynn Palace's operating revenues were $596.4 million, up 5.9% year over year, but adjusted property EBITDAR decreased by 11.4% to $163.5 million [4] - Wynn Macau's operating revenues were $371.3 million, a 2.1% increase year over year, with adjusted property EBITDAR slightly down by 0.7% [6] - Las Vegas operations reported revenues of $688.1 million, down 1.6% year over year, with adjusted property EBITDAR decreasing by 10% [8] - Encore Boston Harbor's operating revenues were $210.2 million, down 1.2% year over year, with adjusted property EBITDAR falling by 3.1% [10] Cash and Debt Position - As of December 31, 2025, Wynn Resorts had cash and cash equivalents totaling $1.46 billion, a slight decrease from $1.49 billion in the prior quarter [12] - Total outstanding debt at the end of the fourth quarter amounted to $10.55 billion, including significant Macau-related debt [12] Overall Assessment - The adjusted property EBITDAR for the quarter totaled $568.8 million, down from $619.1 million in the prior-year quarter, with EBITDAR margin contracting to 30.5% from 33.7% [11]

Core Insights - Energy Transfer LP is set to release its fourth-quarter earnings on February 17, 2026, with an anticipated EPS of $0.34, reflecting a 17.2% increase from the previous year [1][6] - The company's revenue is projected to reach $26.02 billion, representing a significant 33.2% rise from the same period last year, indicating strong market positioning [2][6] - Analysts have revised the consensus EPS estimate upward by 4.8% over the past month, suggesting a positive reassessment of the company's performance [2] Financial Metrics - Energy Transfer has a P/E ratio of approximately 14.71 and a price-to-sales ratio of 0.79, indicating the market's valuation of its sales [4] - The enterprise value to sales ratio is 1.54, and the enterprise value to operating cash flow ratio is 11.35, reflecting the company's total valuation relative to its sales and cash flow generation [4] - The company has a debt-to-equity ratio of 1.84 and a current ratio of 1.41, highlighting its leverage level and ability to cover short-term liabilities [5] Valuation and Outlook - Energy Transfer is currently considered undervalued with a forward yield of 7.42%, indicating a positive outlook for the company [3][6] - The company's diverse infrastructure assets and long-term contracts with data centers are expected to support sustainable, fee-based cash flow growth [3]

Core Insights - Toast (TOST) reported a revenue of $1.63 billion for the quarter ended December 2025, marking a year-over-year increase of 22.1% and exceeding the Zacks Consensus Estimate of $1.62 billion by 0.75% [1] - The company's EPS for the same period was $0.23, compared to $0.05 a year ago, although it fell short of the consensus estimate of $0.24 by 5.47% [1] Financial Performance Metrics - Gross Payment Volume (GPV) reached $51.40 billion, surpassing the average estimate of $51.06 billion from three analysts [4] - Subscription Annualized Recurring Run-Rate was reported at $1.06 billion, slightly above the average estimate of $1.05 billion from three analysts [4] - The number of locations using Toast's services increased to 164,000, compared to the estimated 163,117 [4] - Payments Annualized Recurring Run-Rate was $986 million, closely aligning with the average estimate of $986.68 million from two analysts [4] - Total Annualized Recurring Run-Rate (ARR) was $2.05 billion, exceeding the average estimate of $2.04 billion from two analysts [4] Revenue Breakdown - Revenue from financial technology solutions was $1.33 billion, slightly above the average estimate of $1.32 billion, reflecting a year-over-year growth of 22.4% [4] - Revenue from subscription services reached $256 million, exceeding the average estimate of $253.8 million, with a year-over-year increase of 28% [4] - Revenue from hardware and professional services was $43 million, below the average estimate of $44.7 million, indicating a year-over-year decline of 10.4% [4] Stock Performance - Toast's shares have returned -21.4% over the past month, contrasting with the Zacks S&P 500 composite's -0.3% change [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 - Mohawk Industries reported revenue of $2.7 billion for the quarter ended December 2025, reflecting a year-over-year increase of 2.4% [1] - The company's EPS was $2.00, up from $1.95 in the same quarter last year, with an EPS surprise of +0.92% compared to the consensus estimate of $1.98 [1] Financial Performance - Revenue from Global Ceramic was $1.07 billion, matching analyst estimates and showing a year-over-year increase of 6.1% [4] - Revenue from Flooring ROW was $737.1 million, exceeding the average estimate of $717.58 million and representing a 6.6% increase year-over-year [4] - Revenue from Flooring NA was $892.5 million, below the average estimate of $931.18 million, indicating a decline of 4.8% year-over-year [4] Operating Income - Adjusted Operating Income for Global Ceramic was $62.7 million, surpassing the average estimate of $56.49 million [4] - Adjusted Operating Income for Flooring NA was $39.2 million, falling short of the average estimate of $49.53 million [4] - Adjusted Operating Income for Flooring ROW was $65.1 million, slightly above the average estimate of $64.63 million [4] - Adjusted Operating Income for Corporate and intersegment eliminations was -$14.9 million, compared to the average estimate of -$14.39 million [4] Stock Performance - Shares of Mohawk Industries have returned +12.7% 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 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

For the quarter ended December 2025, Kinsale Capital Group, Inc. (KNSL) reported revenue of $483.27 million, up 17.3% over the same period last year. EPS came in at $5.81, compared to $4.62 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $471.61 million, representing a surprise of +2.47%. The company delivered an EPS surprise of +9.59%, with the consensus EPS estimate being $5.30.While investors scrutinize revenue and earnings changes year-over-year and how they comp ...

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 - Public Storage (PSA) reported a revenue of $1.22 billion for the quarter ended December 2025, marking a year-over-year increase of 3.3% and exceeding the Zacks Consensus Estimate of $1.21 billion by 0.57% [1] - The earnings per share (EPS) for the same period was $4.26, up from $3.21 a year ago, and also surpassed the consensus EPS estimate of $4.21 by 1.18% [1] Financial Performance Metrics - Square foot occupancy was reported at 91%, slightly below the estimated 92.1% by analysts [4] - Annual contract rent per occupied square foot was $22.55 million, slightly above the estimated $22.5 million [4] - Revenues from ancillary operations reached $86.87 million, exceeding the average estimate of $84.12 million, representing a year-over-year change of 12.3% [4] - Revenues from self-storage facilities were $1.13 billion, matching the four-analyst average estimate and reflecting a year-over-year increase of 2.6% [4] - Net earnings per share (diluted) were reported at $2.60, surpassing the average estimate of $2.52 [4] Stock Performance - Shares of Public Storage have returned 2.1% over the past month, in contrast to the Zacks S&P 500 composite's 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 - JFrog Ltd. reported a revenue of $145.31 million for the quarter ended December 2025, reflecting a year-over-year increase of 25.2% and surpassing the Zacks Consensus Estimate by 5.32% [1] - The company's earnings per share (EPS) was $0.22, up from $0.19 in the same quarter last year, resulting in an EPS surprise of 16.4% compared to the consensus estimate of $0.19 [1] Financial Performance - JFrog's revenue from self-managed licenses was $8.9 million, exceeding the average estimate of $7.94 million by analysts, marking a year-over-year increase of 37.5% [4] - Subscription revenue from self-managed and SaaS reached $136.41 million, surpassing the nine-analyst average estimate of $129.98 million, with a year-over-year growth of 24.5% [4] Market Position - Over the past month, JFrog's shares have declined by 7.7%, while the Zacks S&P 500 composite experienced a minor decrease of 0.3% [3] - The stock currently holds a Zacks Rank of 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Customer Metrics - The number of customers generating over $100k in annual recurring revenue (ARR) reached 1,168, slightly above the estimated 1,162 by analysts [4]

For the quarter ended December 2025, Airbnb, Inc. (ABNB) reported revenue of $2.78 billion, up 12% over the same period last year. EPS came in at $0.56, compared to $0.73 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.72 billion, representing a surprise of +2.01%. The company delivered an EPS surprise of -14.89%, with the consensus EPS estimate being $0.66.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

Core Insights - Ameren Corporation (AEE) reported fourth-quarter 2025 earnings of 78 cents per share, exceeding the Zacks Consensus Estimate of 77 cents by 1.3% and reflecting a 1.3% increase from the previous year's figure [1] - The adjusted earnings for 2025 were $5.03 per share, an 8.6% increase from $4.63 in 2024 [2] Revenue Performance - Total revenues for the fourth quarter were $1.78 billion, down 8.2% year over year, and missed the Zacks Consensus Estimate of $2.09 billion by 14.9% [3] - For the full year 2025, total revenues reached $8.8 billion, a 15.4% increase from $7.62 billion in 2024 [3] Operational Highlights - Total electricity sales volumes increased by 6.3% to 16,927 million kilowatt-hours (kWh) compared to 15,929 million kWh in the previous year [4] - Gas volumes rose by 7.5% to 57 million dekatherms from the prior year's level [4] - Total operating expenses were $1.42 billion, down 18.4% year over year [4] - Interest expenses in the fourth quarter totaled $206 million, up from $171 million in the prior-year quarter [4] Segment Performance - The Ameren Missouri segment reported adjusted earnings of $747 million, up from $604 million a year ago, driven by increased infrastructure investments and new electric service rates effective June 1, 2025 [5] - The Ameren Illinois Electric Distribution segment reported adjusted earnings of $256 million, compared to $234 million in the year-ago quarter [5] - The Ameren Illinois Natural Gas segment reported adjusted earnings of $145 million, down from $149 million in the prior-year quarter [6] - The Ameren Transmission segment reported adjusted earnings of $367 million, up from $333 million in the year-ago quarter [6] Financial Condition - As of December 31, 2025, cash and cash equivalents were $13 million, an increase from $7 million at the end of 2024 [7] - Long-term debt totaled $18.21 billion as of December 31, 2025, compared to $17.26 billion at the end of 2024 [9] - Net cash flows from operating activities in 2025 were $3.35 billion, up from $2.76 billion in 2024 [9] Guidance - Ameren affirmed its 2026 earnings guidance, expecting earnings per share (EPS) in the range of $5.25-$5.45, with the Zacks Consensus Estimate for 2026 earnings at $5.35, the midpoint of the company's guided range [10]