Core Insights - McKesson reported revenue of $106.16 billion for the quarter ended December 2025, reflecting an 11.4% increase year-over-year and surpassing the Zacks Consensus Estimate of $105.66 billion by 0.47% [1] - The company's EPS for the quarter was $9.34, up from $8.03 in the same quarter last year, also exceeding the consensus EPS estimate of $9.31 by 0.35% [1] Revenue Performance - Medical-Surgical Solutions revenue was $2.99 billion, slightly below the average estimate of $3.05 billion, with a year-over-year increase of 1.4% [4] - Prescription Technology Solutions revenue matched the average estimate at $1.5 billion, showing a year-over-year growth of 9.4% [4] - Other revenue reached $335 million, exceeding the estimated $297.61 million [4] - North American Pharmaceutical revenue was $88.32 billion, slightly below the average estimate of $88.6 billion, with a year-over-year increase of 1.4% [4] - Oncology & Multispecialty revenue was $13.01 billion, surpassing the average estimate of $12.48 billion [4] Adjusted Operating Profit - Adjusted Operating Profit for Medical-Surgical Solutions was $265 million, below the estimate of $278.29 million [4] - Adjusted Operating Profit for Prescription Technology Solutions was $277 million, exceeding the average estimate of $264.4 million [4] - Adjusted Operating Profit for Oncology & Multispecialty was $366 million, above the average estimate of $353.98 million [4] - Adjusted Operating Profit for Corporate was -$156 million, better than the estimate of -$180.91 million [4] - Adjusted Operating Profit for North American Pharmaceutical was $872 million, exceeding the average estimate of $855.24 million [4] - Adjusted Operating Profit for Other was $28 million, surpassing the average estimate of $14.6 million [4] Stock Performance - McKesson's shares have returned 3% over the past month, outperforming the Zacks S&P 500 composite's return of 0.9% [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 Insights - ConnectOne Bancorp (CNOB) reported a revenue of $112.62 million for the quarter ended December 2025, marking a year-over-year increase of 64.5% and an EPS of $0.83 compared to $0.52 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $116.7 million, resulting in a surprise of -3.5%, while the EPS exceeded the consensus estimate of $0.74 by 12.93% [1] Financial Performance Metrics - The Efficiency Ratio (non-GAAP) was reported at 45.3%, better than the average estimate of 48.3% based on two analysts [4] - The Net Interest Margin (GAAP) was 3.3%, matching the average estimate from two analysts [4] - The average balance of total interest-earning assets was $13.09 billion, slightly below the average estimate of $13.25 billion [4] - Deposit, loan, and other income amounted to $3.29 million, lower than the average estimate of $3.94 million [4] - Net gains on the sale of loans held-for-sale were $0.63 million, compared to the average estimate of $0.65 million [4] - Income on bank-owned life insurance was reported at $2.95 million, exceeding the average estimate of $2.48 million [4] - Total Noninterest Income was $6.02 million, below the average estimate of $7.06 million [4] Stock Performance - Shares of ConnectOne have returned +6.2% over the past month, outperforming the Zacks S&P 500 composite's +0.8% 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 - Civista Bancshares reported revenue of $46.34 million for the quarter ended December 2025, reflecting a year-over-year increase of 14.8% and a surprise of +2.06% over the Zacks Consensus Estimate of $45.4 million [1] - The earnings per share (EPS) for the quarter was $0.75, up from $0.63 in the same quarter last year, resulting in an EPS surprise of +22.29% compared to the consensus estimate of $0.61 [1] Financial Performance Metrics - The efficiency ratio (non-GAAP) was reported at 57.7%, better than the average estimate of 63.3% based on two analysts [4] - The net interest margin (tax equivalent) stood at 3.7%, slightly above the average estimate of 3.6% from two analysts [4] - Total interest-earning assets averaged $3.94 billion, close to the $3.95 billion average estimate from two analysts [4] - Net interest income was reported at $36.45 million, exceeding the average estimate of $35.8 million from two analysts [4] - The net gain on the sale of loans was $1.59 million, surpassing the estimated $1.3 million by two analysts [4] - Total noninterest income reached $9.88 million, higher than the average estimate of $9.18 million from two analysts [4] Stock Performance - Civista Bancshares shares have returned +4.8% over the past month, outperforming the Zacks S&P 500 composite, which changed by +0.8% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Lam Research reported revenue of $5.34 billion for the quarter ended December 2025, reflecting a 22.1% increase year-over-year and a surprise of +2.11% over the Zacks Consensus Estimate of $5.23 billion [1] - The earnings per share (EPS) for the quarter was $1.27, up from $0.91 in the same quarter last year, with an EPS surprise of +8.99% compared to the consensus estimate of $1.17 [1] Financial Performance Metrics - Lam Research's stock has returned +40% over the past month, significantly outperforming the Zacks S&P 500 composite's +0.8% change, and currently holds a Zacks Rank 1 (Strong Buy) [3] - Revenue from Foundry equipment and upgrades was 59%, exceeding the estimated 50.9% by analysts [4] - Revenue from Logic/integrated device manufacturing equipment and upgrades was 7%, slightly above the estimated 6.4% [4] - Memory-related revenue was 34%, below the average estimate of 42.7% [4] - Customer support-related revenue and other totaled $1.99 billion, surpassing the average estimate of $1.78 billion, representing a year-over-year increase of +13.5% [4] - Revenue from Systems was $3.36 billion, slightly below the estimated $3.44 billion, but showed a +27.9% increase compared to the year-ago quarter [4]

Core Insights - Beacon Financial (BBT) reported a revenue of $225.66 million for the quarter ended December 2025, marking a year-over-year increase of 105.1% and an EPS of $0.79 compared to $0.60 a year ago [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $228.78 million, resulting in a surprise of -1.36%, while the EPS exceeded the consensus estimate of $0.78 by +1.61% [1] Financial Performance Metrics - The efficiency ratio for Beacon was reported at 63.1%, which is higher than the average estimate of 58.7% from four analysts [4] - The net interest margin (FTE) stood at 3.8%, matching the average estimate based on four analysts [4] - The average balance of total earning assets was $20.93 billion, slightly below the estimated $21.05 billion from two analysts [4] - Total non-interest income was reported at $25.92 million, exceeding the average estimate of $25.24 million from four analysts [4] - Net interest income (FTE) was $201.49 million, which is lower than the average estimate of $204.61 million from two analysts [4] - Net interest income was reported at $199.74 million, also below the average estimate of $203.79 million from two analysts [4] Stock Performance - Shares of Beacon have returned +7.1% over the past month, outperforming the Zacks S&P 500 composite's +0.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Plexus (PLXS) reported $1.07 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 9.6%. EPS of $1.78 for the same period compares to $1.73 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.07 billion, representing a surprise of -0.11%. The company delivered an EPS surprise of +0.57%, with the consensus EPS estimate being $1.77.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

Core Insights - Central Pacific Financial (CPF) reported a revenue of $76.29 million for the quarter ended December 2025, marking a 30.6% increase year-over-year [1] - Earnings per share (EPS) for the quarter was $0.85, up from $0.70 in the same quarter last year, exceeding the consensus estimate of $0.73 by 16.44% [1] Financial Performance Metrics - Efficiency Ratio stood at 59.9%, better than the average estimate of 60.4% from two analysts [4] - Net Interest Margin was reported at 3.6%, matching the average estimate [4] - Average Balance of Total Interest Earning Assets was $6.96 billion, slightly below the estimated $7.03 billion [4] - Total Nonaccrual Loans were reported at $14.39 million, aligning with the average estimate [4] - Total Nonperforming Assets were $14.39 million, better than the average estimate of $15.39 million [4] - Net Charge-offs to Average Loans were 0.2%, lower than the estimated 0.3% [4] - Net Interest Income was $62.09 million, slightly below the average estimate of $62.8 million [4] - Total Noninterest Income was $14.2 million, exceeding the average estimate of $12.58 million [4] Stock Performance - Shares of Central Pacific Financial have returned -0.2% over the past month, while the Zacks S&P 500 composite increased by 0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - Columbia Banking (COLB) reported $717 million in revenue for Q4 2025, marking a year-over-year increase of 47.2% and exceeding the Zacks Consensus Estimate by 3.3% [1] - The earnings per share (EPS) for the same quarter was $0.82, up from $0.71 a year ago, representing a surprise of 13.89% over the consensus estimate of $0.72 [1] Financial Performance Metrics - Net charge-offs to average loans and leases were 0.3%, matching the three-analyst average estimate [4] - Average balance of total interest-earning assets was $61.68 billion, slightly below the $61.73 billion average estimate [4] - Efficiency ratio stood at 57.3%, higher than the 51.9% average estimate [4] - Net interest margin was reported at 4.1%, exceeding the 3.7% average estimate [4] - Total non-performing loans and leases amounted to $198 million, better than the two-analyst average estimate of $209.76 million [4] - Total non-performing assets were $200 million, also better than the two-analyst average estimate of $212.79 million [4] - Net interest income reached $627 million, surpassing the $609.28 million average estimate [4] - Total noninterest income was $90 million, exceeding the $87.58 million average estimate [4] - Service charges on deposits were $24 million, above the $22.62 million average estimate [4] - Net interest income (FTE) was $629 million, compared to the $611.61 million average estimate [4] - Financial services and trust revenue was $15 million, higher than the $12.12 million average estimate [4] Stock Performance - Columbia Banking shares returned +3.8% over the past month, outperforming the Zacks S&P 500 composite's +0.7% 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 - Preferred Bank reported revenue of $78.07 million for the quarter ended December 2025, reflecting a year-over-year increase of 7.2% [1] - The earnings per share (EPS) for the quarter was $2.79, up from $2.25 in the same quarter last year, indicating strong growth [1] - The reported revenue exceeded the Zacks Consensus Estimate of $76.3 million by 2.32%, and the EPS also surpassed the consensus estimate of $2.78 by 0.45% [1] Financial Performance Metrics - Net charge-offs to average loans stood at 0%, better than the average estimate of 0.2% from three analysts [4] - The net interest margin was reported at 3.7%, slightly below the average estimate of 3.8% from three analysts [4] - The efficiency ratio was 31.2%, higher than the average estimate of 29.2% from three analysts [4] - Average interest-earning assets totaled $7.44 billion, exceeding the average estimate of $7.39 billion from two analysts [4] - Net interest income before provision for credit losses was $69.98 million, below the average estimate of $70.99 million from three analysts [4] - Total noninterest income was $4.35 million, also below the average estimate of $4.65 million from three analysts [4] Stock Performance - Preferred Bank's shares have returned -0.2% over the past month, while the Zacks S&P 500 composite has increased by 0.7% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - Equity Bancshares (EQBK) reported a revenue of $73.03 million for the quarter ended December 2025, marking a year-over-year increase of 25.3% and exceeding the Zacks Consensus Estimate by 1.79% [1] - The earnings per share (EPS) for the same period was $1.26, compared to $1.10 a year ago, representing a surprise of 3.56% over the consensus estimate of $1.22 [1] Financial Performance Metrics - The net interest margin was reported at 4.5%, slightly above the estimated 4.4% by analysts [4] - The efficiency ratio was 60%, compared to the estimated 59.7% [4] - Total non-interest income reached $9.53 million, exceeding the estimate of $9.05 million [4] - Net interest income was reported at $63.5 million, surpassing the average estimate of $62.7 million [4] Stock Performance - Shares of Equity Bancshares have returned +2.4% over the past month, while the Zacks S&P 500 composite experienced a -0.4% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]