Core Insights - MKS reported $1.03 billion in revenue for Q4 2025, a 10.5% year-over-year increase, with an EPS of $2.47 compared to $2.15 a year ago, indicating strong financial performance [1] - The revenue exceeded the Zacks Consensus Estimate of $1.02 billion by 1.2%, while the EPS fell short of the consensus estimate of $2.51 by 1.71% [1] Revenue Breakdown - Semiconductor segment generated $435 million, surpassing the average estimate of $421.37 million, reflecting an 8.8% year-over-year increase [4] - Electronics and Packaging segment reported $303 million, exceeding the estimated $298.92 million, with a 19.3% year-over-year growth [4] - Specialty Industrial segment achieved $295 million, above the average estimate of $285.23 million, marking a 5% year-over-year increase [4] - Products segment recorded $907 million, exceeding the estimate of $866.43 million, representing a 10.1% year-over-year growth [4] - Services segment reported $126 million, slightly below the estimate of $126.87 million, with a year-over-year increase of 13.5% [4] Stock Performance - MKS shares have returned +27.8% over the past month, significantly outperforming the Zacks S&P 500 composite, which saw a -1.4% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), suggesting potential for continued outperformance in the near term [3]

Core Insights - Medtronic reported $9.02 billion in revenue for the quarter ended January 2026, marking an 8.7% year-over-year increase and a surprise of +1.35% over the Zacks Consensus Estimate of $8.9 billion [1] - The earnings per share (EPS) for the same period was $1.36, slightly down from $1.39 a year ago, with an EPS surprise of +2.07% compared to the consensus estimate of $1.33 [1] Revenue Breakdown - U.S. Revenue: $4.49 billion, a 6% year-over-year increase, but below the average estimate of $4.59 billion [4] - International Revenue: $4.52 billion, exceeding the average estimate of $4.3 billion [4] - Cardiovascular Revenue: $3.46 billion, a 13.8% year-over-year increase, surpassing the average estimate of $3.39 billion [4] - Neuroscience Revenue: $2.56 billion, a 4.1% year-over-year increase, slightly below the average estimate of $2.58 billion [4] - Medical Surgical Revenue: $2.17 billion, a 4.9% year-over-year increase, exceeding the average estimate of $2.14 billion [4] - Diabetes Revenue: $796 million, a 14.7% year-over-year increase, surpassing the average estimate of $773.73 million [4] - Cardiac Rhythm & Heart Failure Revenue: $1.86 billion, a significant 20.1% year-over-year increase, exceeding the average estimate of $1.8 billion [4] Stock Performance - Medtronic shares have returned +2.8% over the past month, contrasting with a -1.4% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Group 1 - Labcorp Holdings reported revenue of $3.52 billion for the quarter ended December 2025, reflecting a 5.6% increase year-over-year [1] - The company's EPS for the quarter was $4.07, up from $3.45 in the same quarter last year, with an EPS surprise of +2.98% compared to the consensus estimate of $3.95 [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $3.55 billion, resulting in a revenue surprise of -0.97% [1] Group 2 - Key metrics indicate that Labcorp's shares have returned +4.3% over the past month, outperforming the Zacks S&P 500 composite, which declined by -1.4% [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] Group 3 - The net book-to-bill ratio for Labcorp was reported at 1.1%, matching the average estimate based on two analysts [4] - Revenues from Biopharma Laboratory Services were $793 million, slightly above the average estimate of $791.05 million, representing a year-over-year change of +3.4% [4] - Revenues from Diagnostics Laboratories were $2.73 billion, below the average estimate of $2.77 billion, with a year-over-year change of +5.5% [4] - Adjusted Operating Income for Diagnostics Laboratories was $419.2 million, slightly below the average estimate of $423.58 million [4] - Adjusted Operating Income for Biopharma Laboratory Services was $136.1 million, exceeding the average estimate of $130.1 million [4] - Unallocated corporate expenses were reported at -$67.6 million, better than the average estimate of -$69.13 million [4]

Core Insights - Sixth Street (TSLX) reported a revenue of $108.2 million for the quarter ended December 2025, reflecting a year-over-year decline of 12.5% and an EPS of $0.52 compared to $0.61 a year ago, with a revenue surprise of +0.09% over the Zacks Consensus Estimate [1] Financial Performance - The consensus EPS estimate was $0.50, resulting in an EPS surprise of +4% [1] - Total investment income from non-controlled non-affiliated investments was $105.55 million, exceeding the average estimate of $104.2 million by two analysts [4] - Total investment income from controlled, affiliated investments was $2.7 million, slightly above the average estimate of $2.67 million [4] - Investment income from controlled, affiliated investments- Interest from investments was $2.7 million, matching the average estimate of $2.67 million [4] - Investment income from non-controlled non-affiliated investments- Other income was $1.87 million, significantly below the average estimate of $6.19 million [4] Stock Performance - Shares of Sixth Street have returned -8.7% over the past month, compared to the Zacks S&P 500 composite's -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 - 10x Genomics reported revenue of $166.03 million for Q4 2025, reflecting a year-over-year increase of 0.6% and a slight surprise of +0.01% over the Zacks Consensus Estimate of $166.01 million [1] - The company posted an EPS of -$0.13, which is an improvement compared to -$0.40 from the previous year, resulting in an EPS surprise of +31.58% against the consensus estimate of -$0.19 [1] Revenue Breakdown - Services revenue reached $8.47 million, exceeding the four-analyst average estimate of $7.78 million, marking a year-over-year increase of +18.7% [4] - Instruments revenue was reported at $15.47 million, surpassing the three-analyst average estimate of $14.4 million, but showing a significant year-over-year decline of -36.5% [4] - Spatial consumables revenue amounted to $40.96 million, slightly above the $39.03 million average estimate, with a year-over-year increase of +14.4% [4] - Total consumables revenue was $141.75 million, exceeding the estimated $134.78 million, representing a year-over-year growth of +6.2% [4] - Instruments revenue in the spatial category was $9.36 million, above the average estimate of $7.98 million, but reflecting a year-over-year decrease of -30.3% [4] Stock Performance - Over the past month, shares of 10x Genomics have declined by -8.5%, in contrast to the Zacks S&P 500 composite's slight decrease 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 - Applied Materials (AMAT) reported revenue of $7.01 billion for the quarter ended January 2026, reflecting a year-over-year decline of 2.2% and matching the EPS of $2.38 from the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $6.89 billion by 1.79%, while the EPS surpassed the consensus estimate of $2.19 by 8.53% [1] Financial Performance - The company’s shares have returned +12.6% 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] Geographic Net Sales - United States: $656 million, -28.5% year-over-year, below the estimate of $684.78 million [4] - Europe: $221 million, -33% year-over-year, below the estimate of $256.38 million [4] - Japan: $525 million, -2.8% year-over-year, slightly above the estimate of $518.68 million [4] - China: $2.1 billion, -6.6% year-over-year, above the estimate of $1.97 billion [4] - Taiwan: $1.72 billion, +45.6% year-over-year, below the estimate of $1.81 billion [4] - Southeast Asia: $335 million, +17.1% year-over-year, above the estimate of $271.34 million [4] - Korea: $1.46 billion, -12.5% year-over-year, above the estimate of $1.41 billion [4] Revenue Breakdown - Applied Global Services: $1.56 billion, matching the average estimate, -2.2% year-over-year [4] - Semiconductor Systems: $5.14 billion, above the average estimate of $4.97 billion, -4% year-over-year [4] - Corporate and Other: $312 million, above the estimate of $305.24 million, +845.5% year-over-year [4] Operating Income - Applied Global Services: $438 million, above the average estimate of $427.87 million [4] - Semiconductor Systems: $1.43 billion, below the average estimate of $1.81 billion [4]

Core Insights - Melco Resorts reported $1.29 billion in revenue for Q4 2025, an 8.6% year-over-year increase, with an EPS of $0.14 compared to -$0.01 a year ago [1] - The revenue was a slight miss of 1.2% against the Zacks Consensus Estimate of $1.31 billion, while the EPS exceeded the consensus estimate of $0.12 by 21.74% [1] Financial Performance Metrics - Adjusted EBITDA for Mocha and Other was $4.39 million, surpassing the average estimate of $3.71 million [4] - Adjusted EBITDA for Altira Macau was reported at -$3.5 million, worse than the average estimate of -$0.79 million [4] - Adjusted EBITDA for City of Dreams was $193.71 million, slightly above the estimated $193.24 million [4] - Adjusted EBITDA for City of Dreams Mediterranean and Other was $21.03 million, exceeding the estimate of $17.98 million [4] - Adjusted EBITDA for City of Dreams Manila was $33.06 million, below the average estimate of $35.68 million [4] - Adjusted EBITDA for Corporate and Other was -$31.55 million, worse than the average estimate of -$27.9 million [4] - Adjusted EBITDA for Studio City was $86.6 million, slightly below the average estimate of $87.63 million [4] Stock Performance - Melco's shares have returned -7.8% over the past month, compared to a -0.3% change in the Zacks S&P 500 composite [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 - Vertex (VERX) reported revenue of $194.71 million for Q4 2025, marking a year-over-year increase of 9.1% and exceeding the Zacks Consensus Estimate by 0.29% [1] - The earnings per share (EPS) for the same quarter was $0.17, up from $0.15 a year ago, with an EPS surprise of 1.74% [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) reached $671 million, slightly above the average estimate of $669.76 million [4] - The Net Revenue Retention Rate was reported at 105%, compared to the average estimate of 106.4% [4] - Revenue from Services was $28.49 million, exceeding the average estimate of $25.92 million, reflecting a year-over-year increase of 10.2% [4] - Revenue from Software Subscriptions was $166.23 million, slightly below the average estimate of $168.4 million, with a year-over-year increase of 8.9% [4] Stock Performance - Vertex shares have declined by 24.6% over the past month, contrasting with a minor decline of 0.3% in the Zacks S&P 500 composite [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 - James Hardie (JHX) reported a revenue of $1.24 billion for the quarter ended December 2025, marking a year-over-year increase of 30.1% and exceeding the Zacks Consensus Estimate by 2.7% [1] - The earnings per share (EPS) for the same period was $0.24, down from $0.36 a year ago, but it surpassed the consensus EPS estimate of $0.23 by 6.67% [1] Revenue Breakdown - Siding & Trim revenues reached $788.3 million, exceeding the average estimate of $772.8 million from four analysts [4] - Deck, Rail & Accessories generated $194.1 million, compared to the estimated $189.11 million from four analysts [4] - Australia & New Zealand revenues were $126.5 million, surpassing the average estimate of $124.27 million from three analysts [4] - Europe revenues totaled $130.9 million, exceeding the two-analyst average estimate of $120.96 million [4] EBITDA Performance - Adjusted EBITDA for Deck, Rail & Accessories was $48.7 million, compared to the average estimate of $47.84 million from four analysts [4] - Adjusted EBITDA for Siding & Trim reached $268.6 million, exceeding the average estimate of $253.85 million from four analysts [4] - EBITDA for Europe was reported at $16.6 million, surpassing the three-analyst average estimate of $14.01 million [4] - Adjusted EBITDA for Australia & New Zealand was $41.2 million, slightly below the three-analyst average estimate of $41.9 million [4] Stock Performance - Shares of James Hardie have returned +0.7% over the past month, while the Zacks S&P 500 composite remained unchanged [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]

Core Viewpoint - Kilroy Realty (KRC) reported a revenue of $272.19 million for the quarter ended December 2025, reflecting a year-over-year decline of 5% but exceeding the Zacks Consensus Estimate by 0.58% [1] Financial Performance - Earnings per share (EPS) for the quarter was $0.97, compared to $0.50 a year ago, indicating a significant improvement [1] - The EPS surprise was -1.12% against the consensus estimate of $0.98 [1] - Net earnings per share (diluted) was reported at $0.10, falling short of the average estimate of $0.28 based on two analysts [4] Revenue Breakdown - Rental income was reported at $267.36 million, slightly above the two-analyst average estimate of $266.45 million [4] - Other property income was $4.82 million, exceeding the two-analyst average estimate of $4.37 million [4] - The year-over-year change in other property income was -4% [4] Stock Performance - Kilroy Realty shares have returned -12.2% over the past month, contrasting with the Zacks S&P 500 composite's -0.2% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]