Core Insights - MDU Resources Group Inc. reported fourth-quarter 2025 operating earnings per share (EPS) of 37 cents, matching the Zacks Consensus Estimate, with a year-over-year increase of 37% [1] - Total revenues for 2025 reached $1.88 billion, reflecting a 6.7% increase from $1.76 billion in 2024, although fourth-quarter revenues declined by 0.3% year over year [2] Financial Performance - Total operating expenses in Q4 were approximately $426.6 million, down 3.3% from $441 million in the same quarter of the previous year [3] - Operating income for Q4 was $107.4 million, up 13.7% from $94.5 million in the prior year [3] - As of December 31, 2025, cash and cash equivalents stood at $28.2 million, a decrease from $66.9 million as of December 31, 2024 [4] - Net cash provided by operating activities in 2025 was $473.4 million, compared to $502.3 million in the previous year [4] Future Outlook - For 2026, MDU Resources expects earnings to be between 93 cents and $1 per share, with the Zacks Consensus Estimate at $1.02 [5] - The company anticipates utility customer growth of 1-2% annually and a long-term EPS growth rate of 6-8% [5] - Projected capital expenditure for 2026 is $560 million [5] Market Position - MDU Resources currently holds a Zacks Rank 2 (Buy) [6]

Core Insights - The Hershey Company reported fourth-quarter 2025 results with both revenue and earnings exceeding Zacks Consensus Estimates, although adjusted earnings per share fell 36.4% year over year [1][10] - The company provided an initial outlook for 2026, expecting sales growth of 4-5% and earnings growth of 30-35% [13][14] Financial Performance - Consolidated net sales reached $3,091 million, a 7% increase from the previous year, surpassing the Zacks Consensus Estimate of $3,002 million [2] - Adjusted earnings were $1.71 per share, exceeding the consensus estimate of $1.40 [1] - Adjusted operating income declined 24% to $529.3 million, with an adjusted operating margin of 17.1%, down 700 basis points year over year [6] Sales Breakdown - North America Confectionery segment net sales were $2.48 billion, up 5.3% year over year, driven by pricing actions despite a decline in volume [7] - The North America Salty Snacks segment saw net sales of $357 million, representing a 28% year-over-year growth, aided by the LesserEvil acquisition [9] - International segment net sales were $255.6 million, a slight increase of 0.4% year over year, but reported a loss of $31.6 million compared to a profit in the prior year [11] Margin and Cost Analysis - Adjusted gross margin was 38.3%, down 650 basis points year over year due to increased cocoa and input costs, tariff expenses of approximately $30 million, and lower volumes [4] - Selling, marketing, and administrative expenses rose 12.1% year over year, driven by higher compensation and brand investment [5] Future Outlook - For 2026, Hershey anticipates net sales growth of 4-5%, with contributions from pricing actions and innovation [13] - Expected adjusted diluted earnings per share for 2026 are projected to be between $8.20 and $8.52, indicating significant growth [14] - Capital expenditures for 2026 are estimated to be between $425 million and $475 million [14]

Core Insights - Lear Corp. (LEA) reported fourth-quarter 2025 adjusted earnings per share of $3.41, exceeding the Zacks Consensus Estimate of $2.67, driven by strong revenues from the Seating and E-Systems segments. This represents an increase from $2.94 in the same quarter last year [1][9] - Total revenues for the quarter rose 5% year over year to $6 billion, surpassing the Zacks Consensus Estimate of $5.80 billion [1][9] Segment Performance - The Seating segment generated sales of $4.41 billion, up from $4.19 billion in the previous year, and exceeded the Zacks Consensus Estimate of $4.24 billion. Adjusted segment earnings were $263 million, an increase from $257 million year over year, beating the estimate of $243 million. The adjusted margin was 6%, slightly down from 6.1% [2] - The E-Systems segment reported sales of $1.58 billion, up from $1.53 billion year over year, and also topped the Zacks Consensus Estimate of $1.53 billion. Adjusted earnings for this segment were $83.7 million, up from $76.7 million, surpassing the estimate of $70 million. The adjusted margin improved to 5.3% from 5% [3] Regional Performance - North America sales increased 6% year over year to $2.46 billion, exceeding the Zacks Consensus Estimate of $2.39 billion [4] - Sales in Europe and Africa rose 3% year over year to $2.04 billion, slightly missing the Zacks Consensus Estimate of $2.05 billion [4] - Asia region sales totaled $1.26 billion, a 4.5% increase year over year, surpassing the Zacks Consensus Estimate of $1.16 billion [4] - South America sales reached $232.3 million, up from $213.5 million year over year, exceeding the Zacks Consensus Estimate of $217 million [5] Financial Position - As of December 31, 2025, Lear had $1.03 billion in cash and cash equivalents, down from $1.05 billion a year earlier. Long-term debt decreased slightly to $2.71 billion from $2.73 billion [6] - Net cash provided by operating activities was $476 million, with free cash flow of $281 million for the quarter [6] Share Repurchase - During the quarter, Lear repurchased 1,632,456 shares for a total of $175 million, with a remaining share repurchase authorization of nearly $775 million [7] 2026 Guidance - Lear projects full-year net sales between $23,210 million and $24,010 million, compared to $23,259 million in 2025. Core operating earnings are expected to be in the range of $1.03 billion to $1.2 billion, with free cash flow projected between $550 million and $650 million, higher than the $427 million reported in 2025. Capital spending is anticipated to be $660 million, up from $561 million in 2025 [10]

Core Insights - XPO reported fourth-quarter adjusted earnings per share (EPS) of 88 cents, exceeding the consensus estimate by 12 cents but falling 1 cent short of the previous year's result [1] - Consolidated revenue reached $2.01 billion, marking a 4.7% year-over-year increase and surpassing the consensus estimate of $1.95 billion [1] Financial Performance - The less-than-truckload (LTL) unit generated revenue of $1.17 billion, reflecting a 0.8% year-over-year increase, consistent with management's guidance [2] - Tonnage in the LTL segment decreased by 4.5% year-over-year, aligning with guidance expectations [2] - Revenue per hundredweight (yield) increased by 5.2% year-over-year, excluding fuel surcharges, which is in line with prior guidance [2] - Adjusted EBITDA for the consolidated segment was $299 million, up 11.2% year-over-year [2] - The adjusted operating ratio for the LTL unit improved to 84.4%, a 180 basis point enhancement year-over-year [3] European Transportation Segment - XPO's European transportation segment reported a revenue increase of 10.6% year-over-year, totaling $846 million [4] - Adjusted EBITDA for this segment rose by 18.5% year-over-year to $32 million [4] Market Reaction - Shares of XPO declined by 1.4% in pre-market trading following the earnings report [4]

Core Insights - Tenable reported revenue of $260.53 million for the quarter ended December 2025, marking a year-over-year increase of 10.5% and exceeding the Zacks Consensus Estimate by 3.51% [1] - The company's EPS for the same period was $0.48, up from $0.41 a year ago, representing a surprise of 15.3% over the consensus estimate of $0.42 [1] Financial Performance Metrics - Current Billings were reported at $327.79 million, surpassing the average estimate of $321.42 million from six analysts [4] - Subscription revenue reached $238.89 million, exceeding the average estimate of $232.86 million, with a year-over-year change of 10.6% [4] - Revenue from professional services and other was $11.04 million, significantly higher than the estimated $8.08 million, reflecting a year-over-year increase of 38.5% [4] - Revenue from perpetual license and maintenance was $10.61 million, slightly below the estimated $10.79 million, showing a year-over-year decline of 10.3% [4] Stock Performance - Tenable's shares have returned -13.9% over the past month, contrasting with the Zacks S&P 500 composite's increase of 0.9% [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - Boot Barn reported revenue of $705.64 million for the quarter ended December 2025, reflecting a 16% increase year-over-year, and EPS of $2.79 compared to $2.43 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $705.61 million by 0.01%, and the EPS also surpassed the consensus estimate by 0.15% [1] Financial Performance Metrics - Same Store Sales growth was 5.7%, matching the average estimate from three analysts [4] - The company opened or acquired 25 stores, aligning with the average estimate from two analysts [4] - Average retail store selling square footage at the end of the period was 11,304, slightly above the average estimate of 11,238 from two analysts [4] - Total retail store selling square footage reached 5.81 million, exceeding the estimated 5.62 million by two analysts [4] - The total store count at the end of the period was 514, consistent with the average estimate from two analysts [4] Stock Performance - Boot Barn's shares have returned -7.2% over the past month, while the Zacks S&P 500 composite increased by 0.9% [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

For the quarter ended December 2025, Alphabet (GOOGL) reported revenue of $97.23 billion, up 19.1% over the same period last year. EPS came in at $2.82, compared to $2.15 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $94.79 billion, representing a surprise of +2.58%. The company delivered an EPS surprise of +9.73%, with the consensus EPS estimate being $2.57.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

Core Insights - Corpay (CPAY) reported $1.25 billion in revenue for the quarter ended December 2025, marking a year-over-year increase of 20.7% and an EPS of $6.04 compared to $5.36 a year ago, exceeding both revenue and EPS consensus estimates [1] Financial Performance - The reported revenue of $1.25 billion was a surprise of +0.63% over the Zacks Consensus Estimate of $1.24 billion, while the EPS surprise was +1.47% against the consensus estimate of $5.95 [1] - Corpay's shares have returned -8% over the past month, contrasting with the Zacks S&P 500 composite's +0.9% change, and the stock currently holds a Zacks Rank 4 (Sell) [3] Key Metrics - Corporate Payments spend volume reached 81.43 million, exceeding the estimated 67.64 million [4] - Lodging Payments room nights totaled 7.9 million, below the estimated 10.07 million [4] - Revenues per room night in Lodging Payments were $14.18, surpassing the $11.96 average estimate [4] - Revenues from Corporate Payments were $480.79 million, representing a +38.9% year-over-year change, and exceeded the average estimate of $475.81 million [4] - Revenues from Vehicle Payments were $572.85 million, reflecting a +15.1% year-over-year change, also surpassing the average estimate of $566.51 million [4] - Revenues from Lodging Payments were $112.51 million, which is a -6.9% year-over-year change and below the average estimate of $119.8 million [4] - Revenues from Other Payments were $82.07 million, exceeding the estimated $79.37 million and showing a +17.8% year-over-year change [4]

Key Takeaways UBER's Q4 EPS of $0.71 missed estimates and fell 77.8% year over year, even as revenue topped forecasts.Uber saw Mobility drive 57% of revenue, while Delivery grew 30% year over year and Freight stayed nearly flat.UBER's Q4 adjusted EBITDA jumped 35%, total gross bookings beat guidance.Uber Technologies (UBER) reported mixed fourth-quarter 2025 results, wherein earnings missed the Zacks Consensus Estimate while revenues surpassed the mark. Quarterly earnings per share (EPS) of 71 cents missed ...

Key Takeaways FOXA posted fiscal Q2 adjusted EPS of 82 cents, beating estimates, while revenues climbed 2% Y/Y to $5.18B.FOXA's distribution revenues rose 4% Y/Y, driven mainly by growth in Cable Network Programming fees.FOXA saw adjusted EBITDA fall 11.4% as expenses rose and the Television segment's profitability weakened.Fox Corporation (FOXA) reported second-quarter fiscal 2026 adjusted earnings of 82 cents per share, which beat the Zacks Consensus Estimate by 74.47%. The figure decreased 14.6% year ove ...