Core Insights - Red Rock Resorts reported revenue of $511.78 million for the quarter ended December 2025, reflecting a 3.2% increase year-over-year and surpassing the Zacks Consensus Estimate of $501.41 million by 2.07% [1] - The company's EPS was $0.75, slightly down from $0.76 in the same quarter last year, but significantly exceeding the consensus estimate of $0.41 with a surprise of 81.07% [1] Revenue Performance - Net Revenue from Las Vegas operations was $504.99 million, exceeding the four-analyst average estimate of $493.61 million, with a year-over-year increase of 2.5% [4] - Net Revenue from Corporate and other was $3.06 million, aligning closely with the average estimate of $3.05 million, showing no year-over-year change [4] - Net Revenue from Native American management reached $3.73 million, surpassing the average estimate of $3.35 million [4] Operating Revenues - Operating Revenues from Casino operations were $343 million, exceeding the average estimate of $329.62 million, with a year-over-year increase of 5% [4] - Operating Revenues from Food and Beverage were $93.26 million, slightly above the average estimate of $91.93 million, reflecting a year-over-year increase of 1.3% [4] - Operating Revenues from Room services were $47.2 million, below the average estimate of $48.6 million, showing a year-over-year decline of 9.8% [4] - Operating Revenues from Other sources were $24.59 million, falling short of the average estimate of $25.58 million, with a year-over-year decrease of 0.7% [4] Adjusted EBITDA - Adjusted EBITDA for Las Vegas operations was $231.13 million, exceeding the average estimate of $217.31 million [4] - Adjusted EBITDA for Corporate and other was reported at -$21.58 million, slightly worse than the average estimate of -$21.42 million [4] - Adjusted EBITDA for Native American management was $3.73 million, surpassing the average estimate of $3.3 million [4] Stock Performance - Shares of Red Rock Resorts have returned +5.9% over the past month, while the Zacks S&P 500 composite remained unchanged [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Viewpoint - Wall Street analysts forecast a slight increase in West Pharmaceutical Services' quarterly earnings and revenues, indicating stable growth in the company's financial performance [1]. Earnings Estimates - Analysts predict quarterly earnings of $1.83 per share, reflecting a year-over-year increase of 0.6% [1]. - Revenue is anticipated to reach $794.26 million, showing a 6.1% increase compared to the same quarter last year [1]. - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of their projections [2]. Key Metrics Projections - 'Net Sales- Contract-Manufactured Products' are expected to be $144.45 million, representing a 7.1% increase from the previous year [5]. - 'Net Sales- Proprietary Products' is projected at $648.56 million, indicating a 5.7% increase year-over-year [5]. - 'Change in Organic Revenue' is forecasted to be 1.8%, down from 3.3% in the previous year [5]. Profit Estimates - The estimated 'Gross Profit- Proprietary Products' is $257.16 million, compared to $250.70 million from the previous year [6]. - The consensus estimate for 'Gross Profit- Contract-Manufactured Products' stands at $25.76 million, up from $22.90 million year-over-year [6]. Market Performance - Shares of West Pharmaceutical have experienced a return of -8.8% over the past month, contrasting with the S&P 500 composite's unchanged performance [6]. - The company holds a Zacks Rank 2 (Buy), suggesting expectations of outperforming the overall market in the near future [6].

Financial Performance - For the quarter ended December 2025, Equity Residential (EQR) reported revenue of $781.91 million, which is a 2% increase compared to the same period last year [1] - The earnings per share (EPS) for the quarter was $1.03, down from $1.10 in the year-ago quarter [1] - The reported revenue was a surprise of -0.94% compared to the Zacks Consensus Estimate of $789.34 million, and the EPS surprise was -0.74% against the consensus estimate of $1.04 [1] Key Metrics - The physical occupancy rate was 96.2%, slightly below the four-analyst average estimate of 96.3% [4] - Total apartment units stood at 78,921, which is lower than the three-analyst average estimate of 85,764 [4] - The change in same-store revenue growth was 2.5%, compared to the average estimate of 3.2% based on two analysts [4] - Rental income from same-store properties was $743.54 million, exceeding the average estimate of $734.51 million by two analysts, representing a 4.2% increase year-over-year [4] - Net earnings per share (diluted) was reported at $1.00, significantly higher than the average estimate of $0.41 based on six analysts [4] Stock Performance - Shares of Equity Residential have returned +1.8% over the past month, outperforming the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it may perform in line with the broader market in the near term [3]

Core Insights - Wall Street analysts expect Becton Dickinson (BDX) to report quarterly earnings of $2.82 per share, reflecting a year-over-year decline of 17.8% and revenues of $5.15 billion, down 0.4% from the previous year [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [2] Revenue Projections - Analysts project 'Revenues- BD Interventional' to reach $1.30 billion, indicating a year-over-year increase of 3.6% [4] - 'Revenues- BD Interventional- Surgery' is expected to be $407.30 million, up 3.1% from the prior year [4] - 'Revenues- BD Interventional- Peripheral Intervention' is forecasted at $487.99 million, reflecting a 3.2% increase year over year [4] - 'Revenues- BD Interventional- Urology and Critical Care' is estimated at $406.86 million, showing a 4.6% increase [5] - 'Revenues- BD Medical- Medication Management Solutions- International' is projected to be $141.04 million, down 0.7% from the previous year [5] - 'Revenues- BD Life Sciences- Biosciences- International' is expected to be $205.77 million, down 1.1% year over year [6] - 'Revenues- BD Interventional- Peripheral Intervention- United States' is estimated at $257.71 million, up 1.9% from the prior year [6] - 'Revenues- BD Interventional- Urology and Critical Care- United States' is projected at $317.53 million, indicating a 3.8% increase [7] - 'Revenues- BD Interventional- United States' is expected to be $885.03 million, reflecting a 2.8% increase [7] - 'Revenues- BD Interventional- Surgery- International' is forecasted at $98.59 million, up 7.2% from the previous year [8] - 'Revenues- BD Interventional- Peripheral Intervention- International' is estimated at $229.03 million, indicating a 4.1% increase [8] - 'Revenues- BD Interventional- Urology and Critical Care- International' is projected at $88.55 million, reflecting a 6.7% increase year over year [9] Stock Performance - Over the past month, Becton Dickinson shares have returned +0.6%, compared to the Zacks S&P 500 composite's +0.9% change, with a Zacks Rank 4 (Sell) indicating potential underperformance in the near future [10]

Core Viewpoint - Analysts expect Tapestry (TPR) to report quarterly earnings of $2.20 per share, reflecting a 10% year-over-year increase, with revenues projected at $2.31 billion, up 5.2% from the previous year [1] Earnings Estimates - Revisions to earnings estimates are crucial indicators for predicting investor actions, with empirical research showing a strong correlation between earnings estimate trends and short-term stock performance [2] Key Metrics Projections - Analysts project 'Net Sales- Kate Spade' at $368.48 million, indicating a decline of 11.5% year-over-year [4] - 'Net Sales- Coach' is expected to reach $1.95 billion, reflecting a year-over-year increase of 14.1% [4] - 'Geographic Net Sales- Other International' is estimated at $182.80 million, showing an increase of 18.1% from the prior year [4] Geographic Sales Estimates - 'Geographic Net Sales- Other Asia' is forecasted at $241.51 million, down 5.1% from the previous year [5] - 'Geographic Net Sales- North America' is projected to be $1.60 billion, up 5.7% year-over-year [5] - 'Geographic Net Sales- Greater China' is estimated at $278.37 million, reflecting a 2% increase from the prior year [5] Kate Spade Specific Projections - 'Geographic Net Sales- Greater China- Kate Spade' is expected to be $9.69 million, indicating a decline of 19.3% year-over-year [6] - 'Geographic Net Sales- Other Asia- Kate Spade' is projected at $30.78 million, down 14% from the previous year [6] - 'Geographic Net Sales- Other- Kate Spade' is estimated at $26.19 million, reflecting a decrease of 4.8% year-over-year [7] Store Count Estimates - The total number of stores for Coach (North America + International) is expected to reach 945, up from 922 in the same quarter last year [7] - The total number of stores (EOP) is projected at 1,342, down from 1,393 year-over-year [8] - The total number of stores for Kate Spade (North America + International) is expected to be 357, compared to 379 in the same quarter last year [8] Stock Performance - Tapestry shares have shown a return of -4.6% over the past month, while the Zacks S&P 500 composite has increased by 0.9% [8] - TPR holds a Zacks Rank 2 (Buy), indicating expectations to outperform the overall market in the near future [9]

Core Insights - Mettler-Toledo (MTD) is expected to report quarterly earnings of $12.76 per share, reflecting a 2.8% increase year over year, with revenues projected at $1.1 billion, indicating a 5.4% year-over-year growth [1] Earnings Estimates and Revisions - Prior to earnings announcements, revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock [2] - The consensus EPS estimate for Mettler-Toledo has remained unchanged over the past 30 days, indicating analysts have not revised their projections [1] Key Metrics Forecast - Analysts estimate 'Net Sales- Products' at $839.62 million, representing a year-over-year change of +4.8% [3] - 'Net Sales- Service (Point in Time+Over Time)' is expected to reach $263.45 million, reflecting an 8.1% increase from the previous year [4] - 'Net Sales- Retail' is forecasted at $49.53 million, suggesting a 12.9% year-over-year change [4] - 'Net Sales- Industrial' is projected to be $421.26 million, indicating a 5.7% increase from the prior year [4] - 'Net Sales- Laboratory' is expected to reach $630.62 million, reflecting a 4.6% year-over-year change [5] Stock Performance - Mettler-Toledo shares have decreased by 7.8% over the past month, contrasting with the Zacks S&P 500 composite's increase of 0.9% [5] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [5]

Core Viewpoint - BrightView Holdings reported a revenue of $614.7 million for the quarter ended December 2025, marking a year-over-year increase of 2.6% and exceeding the Zacks Consensus Estimate of $587.85 million by 4.57% [1] Financial Performance - The company reported an EPS of -$0.01, a decline from $0.04 a year ago, resulting in an EPS surprise of -300% compared to the consensus estimate of $0.01 [1] - BrightView's shares have returned +6.3% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change, and currently holds a Zacks Rank 2 (Buy) [3] Revenue Breakdown - Maintenance Services revenue was $436.4 million, exceeding the average estimate of $406.36 million by three analysts, representing a year-over-year increase of +6.6% [4] - Development Services revenue was $179.2 million, below the estimated $183.47 million, reflecting a year-over-year decrease of -6.6% [4] - Snow Removal Services under Maintenance Services generated $68.4 million, significantly surpassing the average estimate of $32.65 million, with a year-over-year increase of +111.1% [4] - Landscape Maintenance Services revenue was $368 million, slightly below the estimated $373.72 million, showing a year-over-year decline of -2.4% [4] - Revenue eliminations were reported at -$0.9 million, better than the estimated -$1.98 million, indicating a year-over-year change of -52.6% [4] Adjusted EBITDA - Adjusted EBITDA for Development Services was $18.1 million, slightly above the average estimate of $17.54 million [4] - Adjusted EBITDA for Maintenance Services was $35.4 million, below the average estimate of $37.71 million [4]

Core Insights - Analysts project BCE will report quarterly earnings of $0.46 per share, a decline of 17.9% year over year, with revenues expected to reach $4.71 billion, an increase of 2.7% from the same quarter last year [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions to stock performance, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock price performance [2] Key Metrics Projections - Analysts forecast 'Mobile Phone Subscribers - Gross Subscriber Activations - Postpaid' to reach 490,392, down from 510,850 year-over-year [4] - The estimate for 'Mobile Phone Subscribers - Gross Subscriber Activations - Prepaid' is 163,314, compared to 169,621 in the same quarter last year [4] - Total 'Mobile Phone Subscribers - Gross Subscriber Activations' is expected to be 653,706, down from 680,471 year-over-year [5] - 'Mobile Phone Subscribers - Net Subscriber Activations - Postpaid' is projected at 52,029, compared to 56,550 last year [5] - 'Mobile Phone Subscribers - Net Subscriber Activations - Total' is expected to reach 49,906, down from 51,070 year-over-year [6] - 'Mobile Phone Subscribers - Subscribers End of Period - Postpaid' is projected at 9,577,384, slightly up from 9,530,436 last year [6] - 'Mobile Phone Subscribers - Subscribers End of Period - Prepaid' is expected to be 871,456, up from 758,138 year-over-year [7] - Total 'Mobile Phone Subscribers - Subscribers End of Period' is projected at 10,448,840, compared to 10,288,570 last year [7] - 'Mobile Phone Subscribers - Blended churn - Prepaid' is expected to be 5.9%, down from 6.2% year-over-year [8] - 'Mobile Connected Device Subscribers - Net Subscriber Activations' is projected at 95,998, down from 100,343 last year [8] - 'Mobile Connected Device Subscribers - Subscribers EOP' is expected to be 3,348,552, up from 3,043,430 year-over-year [9] - 'Retail high-speed Internet - Retail net subscriber activations' is projected at 25,195, down from 34,187 last year [9] Stock Performance - BCE shares have increased by 8.9% over the past month, outperforming the Zacks S&P 500 composite, which moved up by 1.8% [10]

Core Viewpoint - MGIC Investment reported a slight decline in revenue for the quarter ended December 2025, with a year-over-year decrease of 1.8% despite a positive EPS surprise [1] Financial Performance - Revenue for the quarter was $297.8 million, which was below the Zacks Consensus Estimate of $306.65 million, resulting in a surprise of -2.89% [1] - The EPS for the quarter was $0.75, compared to $0.72 a year ago, indicating a year-over-year increase [1] - The company delivered an EPS surprise of +3.21%, with the consensus EPS estimate being $0.73 [1] Key Metrics - Net investment income was reported at $61.61 million, slightly below the average estimate of $62.37 million, reflecting a year-over-year change of +0.5% [4] - Net premiums earned were $236.02 million, which was lower than the estimated $243.82 million, showing a year-over-year decline of -2.2% [4] - Other revenue was reported at $0.16 million, significantly below the estimated $0.46 million, representing a year-over-year decrease of -65% [4] Stock Performance - MGIC shares have returned -7.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of +0.7% [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 - Tyson Foods reported revenue of $14.31 billion for the quarter ended December 2025, marking a year-over-year increase of 5.1% and exceeding the Zacks Consensus Estimate of $14.12 billion by 1.36% [1] - The company's EPS for the same period was $0.97, down from $1.14 a year ago, resulting in an EPS surprise of -3.96% compared to the consensus estimate of $1.01 [1] Financial Performance Metrics - Tyson's stock has returned +12.6% over the past month, outperforming the Zacks S&P 500 composite's +0.7% change, and currently holds a Zacks Rank 3 (Hold) [3] - Year-over-year volume changes showed a decline of 0.3% overall, with specific categories such as Chicken increasing by 3.7% and Beef decreasing by 7.3% [4] - Sales figures for Chicken reached $4.21 billion, surpassing the $4.11 billion estimate, while Beef sales were $5.77 billion, exceeding the $5.64 billion estimate, reflecting increases of +3.6% and +8.2% year-over-year respectively [4] - Prepared Foods sales were reported at $2.67 billion, above the $2.59 billion estimate, indicating an +8.1% year-over-year change [4] - Pork sales were $1.61 billion, slightly below the $1.65 billion estimate, showing a -0.5% year-over-year change [4] - Adjusted Operating Income for Beef was reported at -$143 million, worse than the average estimate of -$94.14 million [4]