Core Insights - Arcosa reported $716.7 million in revenue for the quarter ended December 2025, marking a year-over-year increase of 7.6% and exceeding the Zacks Consensus Estimate of $714 million by 0.38% [1] - The company achieved an EPS of $1.15, significantly higher than the $0.46 reported a year ago, and surpassed the consensus EPS estimate of $0.95 by 21.05% [1] Revenue Performance - Construction Products revenue was $305.4 million, below the average estimate of $336.5 million, reflecting a year-over-year decline of 2.1% [4] - Transportation Products revenue reached $110.2 million, exceeding the estimated $100.76 million, with an 18.6% increase compared to the previous year [4] - Engineered Structures revenue was reported at $301.1 million, surpassing the average estimate of $276.75 million, and showing a year-over-year growth of 15.1% [4] Operating Profit Analysis - Operating profit for the Construction Products Group was $41.4 million, lower than the estimated $50.71 million [4] - Operating profit for the Transportation Products Group was $11.3 million, below the average estimate of $19.48 million [4] - Operating profit for Engineered Structures was $43.5 million, exceeding the estimated $28.95 million [4] Stock Performance - Arcosa's shares have returned 12.1% over the past month, outperforming the Zacks S&P 500 composite's 0.6% 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 - Rocket Companies reported a revenue of $2.44 billion for the quarter ended December 2025, marking a year-over-year increase of 105.6% and exceeding the Zacks Consensus Estimate by 7.73% [1] - The earnings per share (EPS) for the same period was $0.11, compared to $0.04 a year ago, representing a surprise of 13.75% over the consensus estimate of $0.10 [1] Revenue Breakdown - Gain on sale of loans, net: $1.19 billion, exceeding the estimated $1 billion by analysts, reflecting a year-over-year increase of 67.7% [4] - Loan servicing income from servicing fees: $1.1 billion, surpassing the estimated $831.58 million, with a year-over-year increase of 184.1% [4] - Interest income, net: $29 million, slightly below the estimated $33.63 million, but showing a year-over-year increase of 30.9% [4] - Change in fair value of mortgage servicing rights (MSRs): reported at -$402 million, better than the estimated -$453.59 million, indicating a year-over-year change of -212.9% [4] - Other income: $771 million, exceeding the estimated $596.89 million, with a year-over-year increase of 163.6% [4] - Interest income: $159 million, below the estimated $239.77 million, but reflecting a year-over-year increase of 54.1% [4] - Interest expense on funding facilities: reported at -$130 million, better than the estimated -$207.17 million [4] - Loan servicing income, net: $700 million, significantly above the estimated $302.41 million, with a year-over-year decrease of 5.9% [4] - Gain on sale of loans related to the fair value of originated MSRs: $727 million, exceeding the estimated $380.93 million, with a year-over-year increase of 71.4% [4] - Gain on sale of loans excluding fair value of originated MSRs, net: $465 million, below the estimated $595.5 million, but showing a year-over-year increase of 62.3% [4] Stock Performance - Shares of Rocket Companies have returned -16.5% over the past month, contrasting with the Zacks S&P 500 composite's increase of 0.6% [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 - Alignment Healthcare reported a revenue of $1.01 billion for the quarter ended December 2025, marking a 44.4% increase year-over-year and exceeding the Zacks Consensus Estimate by 1.1% [1] - The company's EPS was -$0.05, an improvement from -$0.16 in the same quarter last year, resulting in a surprise of 67.04% compared to the consensus estimate of -$0.15 [1] Financial Performance Metrics - Medical Benefit Ratio was reported at 87.7%, which is better than the estimated 89.1% by analysts [4] - Health Plan Membership at the end of the quarter was 236,300, slightly above the estimated 233,752 [4] - Revenues from earned premiums reached $1 billion, surpassing the estimate of $990.31 million, reflecting a 45.1% increase year-over-year [4] - Other revenues were reported at $9.01 million, below the estimated $10.57 million, indicating a 4.7% decline compared to the previous year [4] Stock Performance - Over the past month, shares of Alignment Healthcare have decreased by 8.8%, contrasting with a 0.6% increase 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]

Dell Technologies (DELL) reported $33.38 billion in revenue for the quarter ended January 2026, representing a year-over-year increase of 39.5%. EPS of $3.89 for the same period compares to $2.68 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $31.91 billion, representing a surprise of +4.61%. The company delivered an EPS surprise of +9.92%, with the consensus EPS estimate being $3.54.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...

Hertz Global Holdings, Inc. (HTZ) reported $2.03 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 0.6%. EPS of -$0.63 for the same period compares to -$1.18 a year ago.The reported revenue represents a surprise of +1.07% over the Zacks Consensus Estimate of $2.01 billion. With the consensus EPS estimate being -$0.53, the EPS surprise was -18.11%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expecta ...

For the quarter ended December 2025, Koppers (KOP) reported revenue of $432.7 million, down 9.3% over the same period last year. EPS came in at $0.70, compared to $0.77 in the year-ago quarter.The reported revenue represents a surprise of -2.66% over the Zacks Consensus Estimate of $444.5 million. With the consensus EPS estimate being $0.59, the EPS surprise was +17.98%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine thei ...

Key Takeaways SJM beat Q3 estimates as EPS hit $2.38 and sales rose 7%. SJM's U.S. Retail Coffee sales jumped 23%, though profit fell on higher green coffee and tariff costs.SJM trimmed FY26 sales view after a plant fire but reaffirmed EPS guidance of $8.75-$9.25. The J. M. Smucker Company (SJM) reported third-quarter fiscal 2026 results, wherein both adjusted earnings and net sales surpassed the Zacks Consensus Estimate. While earnings declined year over year amid elevated green coffee costs and tariff pre ...

A month has gone by since the last earnings report for Popular (BPOP) . Shares have added about 7.4% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Popular due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.Popular Q4 Earnings Beat E ...

It has been about a month since the last earnings report for F5 Networks (FFIV) . Shares have lost about 4.7% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is F5 due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for F5, Inc. before we dive into how investors and analysts have reacted as of late.F5 ...

A month has gone by since the last earnings report for PPG Industries (PPG) . Shares have added about 8% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is PPG Industries due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.PPG Industries' Earn ...