Core Viewpoint - Anheuser-Busch's stock experienced a rise following the company's fourth-quarter earnings report, which exceeded market expectations, indicating strong financial performance and potential for future growth in 2026 [1]. Financial Performance - The company reported earnings of 95 cents per share, surpassing forecasts [1]. - Revenue increased by 4.8% year-over-year, reaching $15.6 billion [1].

While reporting financial results for the fourth quarter on Thursday, utility PG&E Corp. (PCG) said it now expects core earnings for the full-year 2026 in the range of $1.64 to $1.66 per share, compared to the prior forecast range of $1.62 to $1.66 per share.On average, 16 analysts polled by Thomson Reuters expect the company to report earnings of $1.50 per share for the year. Analysts' estimates typically exclude special items.For the fourth quarter, the company reported net income of $642 million or $0.2 ...

Core Viewpoint - RGC Resources is presenting its financial results for the first quarter of the 2026 fiscal year, highlighting operational and financial performance along with future outlook [2]. Group 1: Presentation Overview - The presentation includes forecasts and projections regarding earnings, capital spending, and gas prices, emphasizing the importance of understanding risks and uncertainties associated with forward-looking statements [2]. - The agenda for the presentation includes a review of operational and financial highlights for the first quarter, followed by an outlook for the remainder of the 2026 fiscal year, with a focus on an eventful January [2]. Group 2: Participants - The presentation features key personnel from RGC Resources, including the Director of Finance, the President and CEO, the VP, Treasurer and CFO, and the Senior Vice President of Regulatory and External Affairs [1].

Core Insights - Becton Dickinson reported first-quarter results that exceeded expectations, but the full-year profit outlook was significantly below analyst forecasts, leading to a more than 3% decline in shares [1] Financial Performance - The company posted adjusted earnings of $2.91 per share for the first quarter, surpassing analyst estimates of $2.81 [2] - Revenue increased by 1.6% year over year to $5.3 billion, exceeding the consensus estimate of $5.15 billion [2] - On a foreign-currency-neutral basis, revenue rose 0.4%, with New BD revenue growing 2.5% [2] Future Guidance - The fiscal 2026 adjusted earnings guidance is set at $12.35 to $12.65 per share, which is well below the analyst consensus of $14.94 [3] - This outlook reflects the impact of the combination of BD's Biosciences and Diagnostic Solutions business with Waters Corporation, which closed on the earnings release date [3] Segment Performance - The Connected Care segment led performance with a reported growth of 5.5%, or 4.7% on a foreign-currency-neutral basis [4] - The BD Interventional segment grew by 5.8% reported, or 5.1% FX-neutral [4] - The Life Sciences segment, which is being separated, declined by 8.3% reported and 10.5% on an FX-neutral basis [4] Revenue Outlook - Becton Dickinson reaffirmed its fiscal 2026 revenue growth outlook, expecting low-single-digit growth on a foreign-currency-neutral basis, with reported revenue growth anticipated in the "low single-digit plus" range [5]

Core Viewpoint - nVent Electric plc reported in-line earnings for Q4, with earnings per share meeting analyst expectations and sales exceeding them, indicating strong performance and positive outlook for FY2026 [1] Financial Performance - The company posted quarterly earnings of 90 cents per share, aligning with analyst consensus estimates [1] - Quarterly sales reached $1.067 billion, surpassing the analyst consensus estimate of $1.005 billion [1] Future Guidance - nVent Electric anticipates FY2026 adjusted EPS in the range of $4.00 to $4.15, compared to market estimates of $4.06 [1] - The company expects FY2026 sales between $4.477 billion and $4.594 billion, exceeding estimates of $4.426 billion [1] Stock Performance - Following the earnings announcement, nVent Electric shares increased by 4.5%, trading at $117.72 [2] Analyst Ratings and Price Targets - Keybanc analyst Jeffrey Hammond maintained an Overweight rating and raised the price target from $125 to $130 [3] - Barclays analyst Julian Mitchell also maintained an Overweight rating, increasing the price target from $140 to $141 [3] - RBC Capital analyst Deane Dray kept an Outperform rating and raised the price target from $136 to $138 [3]

Core Viewpoint - AGCO Corp. reported better-than-expected fourth-quarter earnings and provided a positive outlook for 2026, indicating progress in becoming a more resilient company in a volatile market [1]. Financial Performance - For Q4 2025, AGCO's net sales reached $2.92 billion, a 1.1% increase from the previous year, surpassing the analyst estimate of $2.67 billion. However, excluding a 6.4% favorable currency impact, net sales declined by 5.3% year over year [2]. - Adjusted earnings for Q4 were $2.17 per share, exceeding the analyst estimate of $1.86 and up from $1.97 per share in Q4 2024 [2]. 2026 Outlook - AGCO forecasts adjusted earnings per share for fiscal 2026 to be between $5.50 and $6.00, compared to the analyst estimate of $5.83. The company projects net sales of $10.4 billion to $10.7 billion, above the estimate of $10.072 billion [3]. - The outlook includes considerations for tariffs effective February 5, 2026, and related mitigation strategies, with a note that changes in tariff policies could impact results [3]. Stock Performance - Following the earnings announcement, AGCO shares increased by 5.3%, trading at $130.93 [3]. Analyst Ratings and Price Targets - Barclays analyst Adam Seiden maintained an Underweight rating on AGCO, raising the price target from $93 to $105 [5]. - Oppenheimer analyst Kristen Owen maintained an Outperform rating, increasing the price target from $128 to $132 [5]. - BMO Capital analyst Joel Jackson maintained a Market Perform rating, raising the price target from $110 to $115 [5].

Core Insights - Revenue for the company fell 5.7% year over year (Y/Y) to $1.307 billion, surpassing expectations of $1.298 billion [1] - The decline in revenue was primarily attributed to a 10.7% Y/Y drop in LTL tons per day [1] - Earnings per share were reported at $1.09, down 11.4% Y/Y but above the Street estimate of $1.06 [1] - For fiscal 2026, the company anticipates aggregate capital expenditures of approximately $265 million [1] - Shares of Old Dominion fell 6% to $196.00 in pre-market trading [1] Analyst Reactions - Baird analyst Daniel Moore downgraded Old Dominion Freight Line from Neutral to Underperform, raising the price target from $166 to $204 [3] - Jefferies analyst Stephanie Moore maintained a Hold rating on the stock, increasing the price target from $160 to $195 [3] - Morgan Stanley analyst Ravi Shanker maintained an Overweight rating on Old Dominion Freight Line, raising the price target from $190 to $209 [3]

Core Insights - The German arms maker's forecasts for the year were below market expectations, leading to a decline in shares as investors reacted to the news [1] Company Summary - The company is an arms manufacturer based in Germany, and its financial outlook has not met the anticipated market performance, which has negatively impacted investor sentiment [1]

Core Viewpoint - Cirrus Logic Inc reported better-than-expected third-quarter financial results and provided fourth-quarter sales guidance above market estimates [1][2] Financial Performance - The company reported quarterly earnings of $2.97 per share, exceeding the analyst consensus estimate of $2.44 per share [1] - Quarterly sales reached $580.620 million, surpassing the analyst consensus estimate of $533.890 million [1] Fourth-Quarter Guidance - Cirrus Logic anticipates fourth-quarter sales between $410.000 million and $470.000 million, compared to market estimates of $384.290 million [2] - The revenue increase is attributed to stronger-than-expected demand for components in smartphones and a favorable mix of end devices, as stated by the CEO John Forsyth [2] Stock Performance - Following the earnings announcement, Cirrus Logic shares increased by 4.2%, reaching $129.86 in pre-market trading [2] Analyst Ratings and Price Targets - Benchmark analyst David Williams maintained a Buy rating on Cirrus Logic and raised the price target from $150 to $160 [4] - Stifel analyst Tore Svanberg also maintained a Buy rating and increased the price target from $150 to $163 [4]

Core Insights - Aptiv PLC reported better-than-expected fourth-quarter earnings, with revenue of $5.153 billion, up from $4.907 billion a year earlier, reflecting a 3% increase on an adjusted basis [1][2] - The company experienced growth of 8% in North America and 12% in South America, while facing declines of 1% in Europe and Asia [1] - Fourth-quarter adjusted EPS was $1.86, beating the analyst estimate of $1.85, while revenue exceeded the estimate of $5.105 billion [2] Financial Guidance - For Q1 2026, Aptiv guided net sales between $4.950 billion and $5.150 billion, with U.S. GAAP diluted EPS forecasted at $0.60 to $0.80, and adjusted EPS at $1.55 to $1.75 [3] - For the full year 2026, the company forecasts net sales of $21.120 billion to $21.820 billion, with U.S. GAAP diluted EPS of $5.75 to $6.35, and adjusted EPS of $8.15 to $8.75 [3] Strategic Developments - The company is working towards the spin-off of its EDS business as Versigent, aiming to create two independent companies with increased flexibility for market opportunities and capital allocation strategies [4] - Following the earnings announcement, Aptiv shares gained 2.6%, trading at $80.08 [4] Analyst Ratings - Wells Fargo analyst maintained an Overweight rating on Aptiv and raised the price target from $99 to $102 [5] - Oppenheimer analyst maintained an Outperform rating and raised the price target from $102 to $106 [5]