Core Insights - Republic Services, Inc. (RSG) reported mixed fourth-quarter 2025 results, with earnings exceeding estimates while revenues fell short [1][10] Financial Performance - RSG's earnings per share (EPS) for Q4 2025 was $1.76, beating the Zacks Consensus Estimate by 8.7% and reflecting an 11.4% increase year-over-year [1][10] - Total revenues for the quarter were $4.1 billion, missing the consensus estimate by 1.8% but showing a 2.2% year-over-year growth [1][10] Segment Performance - Collection segment revenues reached $2.8 billion, up 3.8% year-over-year but below the consensus estimate of $2.9 billion [3] - Environmental Solutions revenues were $422 million, down 12.4% year-over-year and missing the consensus projection of $438.2 million [3] - Transfer segment revenues were $214 million, increasing 5.4% year-over-year and surpassing the consensus estimate of $213.5 million [4] - Landfill segment revenues totaled $467 million, also up 5.4% year-over-year but falling short of the consensus projection of $484 million [4] - Other segment revenues were $200 million, rising 5.3% year-over-year but missing the consensus estimate of $208.6 million [4] Operating Results - Adjusted EBITDA for Q4 was $1.3 billion, reflecting a 3.4% increase from the previous year, with an adjusted EBITDA margin of 31.3%, up 30 basis points year-over-year [5][10] Balance Sheet and Cash Flow - At the end of Q4 2025, RSG had cash and cash equivalents of $76 million, down from $84 million at the end of Q3 2025 [6] - Long-term debt increased to $13 billion from $12.4 billion in the previous quarter [6] - Cash generated from operating activities was $981 million, with adjusted free cash flow at $242 million and capital expenditure of $577 million [6] 2026 Guidance - For 2026, RSG expects revenues between $17.05 billion and $17.15 billion, lower than the consensus mark of $17.33 billion [7] - The company anticipates adjusted EPS in the range of $7.20-$7.28, with the midpoint below the Zacks Consensus Estimate of $7.26 [7] - Adjusted EBITDA is projected to be between $5.475 billion and $5.525 billion, while adjusted free cash flow is expected to be $2.52 billion to $2.56 billion [7]

Core Viewpoint - Gaming and Leisure Properties, Inc. (GLPI) is a real estate investment trust (REIT) focused on acquiring and owning properties leased to gaming operators, with upcoming quarterly earnings expected to show positive performance indicators [1] Institutional Investor Activity - Envestnet Asset Management Inc. increased its stake in GLPI by 5%, now holding 510,364 shares valued at $23.8 million, indicating a positive outlook on the company's future performance [2] - Dodge and Cox raised its holdings by 0.8%, owning 13.6 million shares valued at $635.7 million, while Geode Capital Management LLC expanded its stake by 7.5%, reflecting growing interest among institutional investors [3] Financial Metrics - GLPI has a price-to-earnings (P/E) ratio of approximately 17.26, and a price-to-sales ratio of about 8.48, suggesting a favorable view of its earnings potential [4] - The enterprise value to sales ratio is around 12.76, and the enterprise value to operating cash flow ratio is approximately 18.66, indicating strong cash generation capabilities [5] - An earnings yield of about 5.79% and a debt-to-equity ratio of approximately 1.64 demonstrate a balance between earnings and debt usage, while a current ratio of about 11.65 indicates a strong ability to cover short-term liabilities [5]

Core Insights - Valmont Industries, Inc. (VMI) reported fourth-quarter 2025 adjusted earnings of $4.92 per share, a 28.1% increase from $3.84 in the same quarter last year, but missed the Zacks Consensus Estimate of $4.95 [1] - The company's revenues for the fourth quarter were $1,038.3 million, reflecting a 0.1% year-over-year increase, yet fell short of the Zacks Consensus Estimate of $1,046.9 million [1] Segment Review - Fourth-quarter revenues in the infrastructure segment increased by 7.2% year over year to $819 million, missing the estimate of $825.8 million, driven by strong utility sales growth and steady sales in other North America infrastructure products [2] - Utility sales rose by 21%, supported by favorable pricing and higher volumes, although a significant decline in solar sales and softness in the Asia-Pacific market offset this growth [3] - Agriculture revenues decreased by 19.9% year over year to $222.7 million, but outperformed the estimate of $213.6 million, primarily due to softer demand for irrigation equipment and ongoing macroeconomic challenges [4] Financials - The company ended the quarter with cash and cash equivalents of $187.1 million, and cash provided by operating activities was $456.5 million, down approximately 20% year over year [5] - VMI returned $85.6 million to shareholders through dividends and share repurchases during the quarter and invested $40.8 million in capital expenditures for growth initiatives [5] 2026 Outlook - VMI provided guidance for full-year 2026, anticipating net sales of approximately $4.2-$4.4 billion, with infrastructure-segment revenues of about $3.25-$3.4 billion and agriculture-segment revenues of around $0.95-$1 billion [6] - The earnings per share outlook is set in the range of $20.5 to $23.50, with capital expenditures expected to be between $170-$200 million and an effective tax rate of approximately 26% [6] Stock Performance - VMI shares have increased by 20.8% over the past year, compared to the industry's growth of 25.0% [7]

The anticipated earnings per share (EPS) is $0.22, marking a significant decline of 70.7% year over year.Projected revenue is approximately $723.87 million, a slight decrease of 1.5% from the previous year.Despite the decline in earnings and revenue, there have been no revisions in the consensus EPS estimate over the past 30 days.AMN Healthcare Services (NYSE:AMN) is a prominent player in the healthcare staffing industry, providing workforce solutions and staffing services to healthcare facilities across th ...

Core Insights - Cushman & Wakefield (CWK) is set to release its quarterly earnings on February 19, 2026, with an expected EPS of $0.53 and revenue forecasts of approximately $2.83 billion [1][6] Financial Performance - The anticipated EPS of $0.53 for the quarter ending December 2025 represents a 10.4% increase year-over-year, driven by expected revenues of $2.77 billion, reflecting a 5.5% rise from the same quarter last year [2][6] - The company's price-to-earnings (P/E) ratio is 12.77, and its price-to-sales ratio is 0.29, indicating a relatively low market valuation compared to its revenue [3][6] - CWK's enterprise value to sales ratio is 0.53, suggesting the company is valued at just over half of its sales based on its enterprise value [3] Financial Health - CWK has an earnings yield of 7.83%, providing insight into the return on investment for shareholders [4] - The debt-to-equity ratio stands at 1.59, indicating significant use of debt financing relative to equity [4] - A current ratio of 1.07 suggests that the company has a slightly higher level of current assets compared to current liabilities, indicating short-term financial stability [4] Market Expectations - The actual results compared to estimates will be crucial in determining the stock's immediate price change and future earnings expectations [5] - Management's discussion during the earnings call will significantly influence investor sentiment, with potential upward trends if results exceed expectations or declines if they fall short [5]

Core Viewpoint - Allegion plc is a prominent global provider of security products and solutions, focusing on innovation and customer satisfaction within the Zacks Security and Safety Services industry [1] Financial Performance - Allegion reported earnings per share (EPS) of $1.94, which was below the Zacks Consensus Estimate of $2.01, representing a negative surprise of 3.60%, but an increase from $1.86 in the same quarter last year [2][6] - The company reported revenue of approximately $1.033 billion, slightly below the estimated $1.0333 billion, but an improvement from $945.6 million reported in the same period the previous year [3][6] - Allegion exceeded the Zacks Consensus Estimate for revenue by 0.38% for the quarter ending December 2025, continuing a trend of surpassing consensus revenue estimates over the last four quarters [3] Financial Metrics - The company has a price-to-earnings (P/E) ratio of approximately 24.08, indicating how the market values its earnings [4] - Allegion's price-to-sales ratio is about 3.88, reflecting the market's valuation of its revenue [4] - The enterprise value to sales ratio is around 4.37, suggesting how the company's total value compares to its sales [4] - The debt-to-equity ratio stands at approximately 1.16, indicating a moderate level of leverage [5] - Allegion's current ratio of around 1.77 shows its ability to cover short-term liabilities with short-term assets [5] - The earnings yield is about 4.15%, providing insight into potential returns for shareholders [5]

Core Viewpoint - BHP Group Limited reported mixed financial results, with earnings per share falling short of estimates while revenue exceeded expectations, driven primarily by strong copper performance [2][6]. Financial Performance - BHP's earnings per share (EPS) was $2.24, below the estimated $2.41 [2][6]. - The company generated revenue of $27.9 billion, surpassing the anticipated $27.34 billion [2][6]. - Underlying EBITDA was reported at $15.5 billion, slightly ahead of expectations [3]. - The underlying net profit after tax was $6.2 billion, which fell short of forecasts due to various factors [4]. Copper Focus - Copper contributed 51% of BHP's EBITDA with a 66% margin, highlighting its increasing significance to the company [2][4][6]. - The EBITDA from copper was $8 billion, exceeding that of iron ore, indicating a strategic shift towards copper [4]. Dividend and Cash Flow - BHP announced a dividend per share of 73 cents, exceeding RBC's estimate of 69 cents and the consensus figure of 63 cents [3][6]. - The dividend payout ratio was 60%, which was a positive surprise for investors [3]. Financial Metrics - BHP has a price-to-earnings (P/E) ratio of approximately 20.69 and a price-to-sales ratio of about 3.63 [5]. - The enterprise value to sales ratio is around 3.88, and the enterprise value to operating cash flow ratio is approximately 10.64 [5]. - The company's debt-to-equity ratio stands at approximately 0.51, indicating a moderate level of debt [5].

Core Insights - Waste Connections, Inc. (WCN) reported fourth-quarter 2025 earnings that slightly exceeded the Zacks Consensus Estimate, with an 11.2% year-over-year increase in earnings and a 5% year-over-year growth in revenues [1][9] - Despite the earnings beat, the stock price fell by 6.6% following the results announcement on February 11, reflecting investor disappointment [1] - Over the past year, WCN shares have decreased by 14%, contrasting with a 3.5% decline in the industry and a 15.3% increase in the Zacks S&P 500 Composite [1] Segment Performance - The Solid Waste Collection segment generated $1.7 billion in revenues, marking a 5.8% year-over-year increase [2] - Revenues from the Solid Waste Disposal and Transfer segment rose by 5.4% year-over-year to $757.1 million, driven by solid core pricing [2] - The Solid Waste Recycling segment experienced a 14.3% decline in revenues, totaling $51.2 million [3] - The E&P Waste Treatment, Recovery and Disposal segment reported revenues of $171.1 million, reflecting a 16.9% year-over-year increase [3] - The Intermodal and Other segment saw revenues of $42.3 million, down 7.9% from the previous year [3] Operating Results - Adjusted EBITDA for the quarter was $731.9 million, an 8% decrease from the prior year, with an adjusted EBITDA margin of 32.4%, down 110 basis points year-over-year [4] - The company recorded an operating loss of $199.1 million, compared to an operating income of $420.8 million in the same quarter last year [4] Balance Sheet & Cash Flow - At the end of the fourth quarter of 2025, Waste Connections had cash and cash equivalents of $46 million, down from $117.6 million in the previous quarter [5] - The long-term debt and notes payable increased to $8.8 billion from $8 billion in the third quarter of 2025 [5] - The company generated $556.9 million in cash from operating activities, with adjusted free cash flow of $175.6 million and capital expenditures totaling $261.1 million [6] - During the quarter, Waste Connections paid out $89.9 million in dividends [6] FY26 Outlook - For the fiscal year 2026, Waste Connections anticipates revenues between $9.9 billion and $9.95 billion, with the Zacks Consensus Estimate at $9.95 billion [7] - Adjusted EBITDA is expected to be in the range of $3.3 billion to $3.325 billion [7] - Waste Connections currently holds a Zacks Rank of 4 (Sell) [7]

Core Insights - Labcorp Holdings reported fourth-quarter 2025 adjusted earnings per share (EPS) of $4.07, beating the Zacks Consensus Estimate by 3% and reflecting an 18% increase from the previous year [1][9] - Full-year adjusted EPS was $16.44, representing a year-over-year growth of 12.8% and exceeding the Zacks Consensus Estimate by 0.8% [2] Revenue Performance - Fourth-quarter revenues increased by 5.7% year over year to $3.52 billion, although this figure missed the Zacks Consensus Estimate by 1% [3] - Full-year revenues rose 7.2% year over year to $13.95 billion, also missing the Zacks Consensus Estimate by 0.3% [3] Segment Analysis - Diagnostics Laboratories segment reported revenues of $2.73 billion for the fourth quarter, reflecting a 5.5% improvement year over year [5] - Biopharma Laboratory Services revenues increased by 3.4% to $793 million, driven by organic growth of 0.6% and a foreign currency translation gain of 2.8% [6] Margin Performance - Gross margin expanded by 133 basis points to 28.2% in the fourth quarter, despite a 3.7% rise in the cost of revenues [7] - Adjusted operating income improved by 51% year over year to $454.6 million, with the adjusted operating margin expanding by 389 basis points to 12.9% due to a 9.5% decline in SG&A expenses [7] Cash Position - Labcorp ended the fourth quarter with cash and cash equivalents of $532.3 million, down from $1.52 billion at the end of the fourth quarter of 2024 [10] - Long-term debt remained stable at $5.08 billion, while cumulative net cash provided by operating activities was $1.64 billion, slightly up from $1.59 billion a year ago [10] 2026 Guidance - Labcorp expects 2026 revenues to be in the range of $14.61 billion to $14.79 billion, indicating growth of 4.7% to 6% [12] - Adjusted EPS for 2026 is projected to be between $17.55 and $18.25, with the Zacks Consensus Estimate at $17.62 [12] Strategic Developments - In 2025, Labcorp expanded partnerships with health systems and regional/local laboratories, closing 13 transactions [14] - The company launched over 130 innovative new tests in various fields and announced a strategic investment to build a new 500,000 square foot Central Laboratory facility [14]

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]