Core Insights - Clorox reported $1.67 billion in revenue for the quarter ended December 2025, reflecting a year-over-year decline of 0.8% and an EPS of $1.39 compared to $1.55 a year ago, with a revenue surprise of +2.6% over the Zacks Consensus Estimate of $1.63 billion and an EPS surprise of -2.61% compared to the consensus estimate of $1.43 [1] Financial Performance - Organic Revenue Growth in Health and Wellness was 2%, outperforming the four-analyst average estimate of -3.3% [4] - Organic Revenue Growth in International was 5%, exceeding the average estimate of -0.8% [4] - Organic Revenue Growth in Lifestyle was -5%, compared to the average estimate of -3.9% [4] - Organic Revenue Growth in Household was -6%, against the average estimate of -3.3% [4] - Organic Sales Growth (non-GAAP) was -1%, better than the average estimate of -2.9% [4] Revenue Breakdown - Net Revenue for Health and Wellness was $643 million, surpassing the average estimate of $607.01 million, with a year-over-year change of +2.4% [4] - Net Revenue for International was $294 million, exceeding the average estimate of $274.15 million, with a year-over-year change of +7.3% [4] - Net Revenue for Lifestyle was $321 million, slightly below the average estimate of $324.97 million, reflecting a year-over-year change of -5% [4] - Net Revenue for Household was $419 million, below the average estimate of $431.47 million, representing a year-over-year decline of -6.1% [4] Income Metrics - Income before income taxes for Health and Wellness was $190 million, exceeding the average estimate of $171.23 million [4] - Income before income taxes for Household was $22 million, below the average estimate of $53.24 million [4] - Income before income taxes for Corporate and Other was -$59 million, better than the average estimate of -$77.63 million [4] Stock Performance - Clorox shares returned +11.9% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change, with a current Zacks Rank of 3 (Hold) indicating potential performance in line with the broader market [3]

Core Insights - Landstar System, Inc. (LSTR) reported fourth-quarter 2025 earnings per share (EPS) of $1.24, exceeding the Zacks Consensus Estimate of $1.19, but reflecting a 5.3% decline year over year. Revenues totaled $1.17 billion, falling short of the Zacks Consensus Estimate of $1.18 billion and down 2.9% year over year [2][10]. Financial Performance - Operating income decreased significantly by 48.8% year over year to $29.52 million. Total costs and expenses slightly decreased by 0.6% year over year to $1.14 billion [2][10]. - Truck transportation segment revenues, which account for 91.8% of total revenues, were $1.07 billion, a minor decline of 0.2% from the previous year, aligning with expectations [4]. - Rail intermodal revenues increased by 30.7% year over year to $23.98 million, surpassing expectations of $17.7 million [4]. - Revenues from ocean and air-cargo carrier segments fell sharply by 40.1% year over year to $52.73 million, which was below the expected $89.9 million. Other revenues decreased by 11.4% year over year to $19.48 million, but exceeded expectations of $16.8 million [5]. Liquidity and Shareholder Returns - At the end of Q4 2025, Landstar had cash and cash equivalents of $396.69 million, an increase from $375.19 million in the prior quarter. Long-term debt rose slightly to $48.48 million from $47.70 million [6]. - During the fourth quarter, Landstar repurchased 286,695 shares for $37 million and is authorized to buy back an additional 1,266,118 shares. A quarterly cash dividend of 40 cents per share was announced, payable on March 11, 2026, to stockholders of record as of February 18, 2026 [7].

Core Insights - Archer Daniels Midland Company (ADM) reported fourth-quarter 2025 results with revenues falling short of estimates and declining year over year, while earnings exceeded estimates but also decreased compared to the previous year [1][2]. Financial Performance - Adjusted earnings were 87 cents per share, surpassing the Zacks Consensus Estimate of 83 cents, but down from $1.14 per share in the same quarter last year [2] - Reported earnings for the quarter were 94 cents per share, down from $1.17 in the prior-year quarter [2] - Revenues decreased by 13.7% year over year to $18.6 billion, missing the consensus estimate of $22.3 billion [2] Segment Performance - Ag Services & Oilseeds revenues fell 16.9% year over year to $14 billion, while Carbohydrate Solutions revenues decreased 3.9% to $2.6 billion [3] - Nutrition segment revenues rose 0.7% year over year to $1.8 billion, with the Zacks Consensus Estimate for these segments being $17.7 billion, $2.6 billion, and $1.9 billion respectively [3] - Other Business revenues remained flat at $117 million compared to the prior-year period [3] Profitability Metrics - Gross profit decreased by 10.7% year over year to $1.2 billion, with a gross margin of 6.5% [4] - Selling, general and administrative expenses declined to $893 million from $943 million in the year-ago quarter [4] - Adjusted segmental operating profit was $821 million, down 22% from the previous year [4] Segmental Operating Profit Analysis - Adjusted operating profit for Ag Services & Oilseeds dropped 31% year over year to $444 million, primarily due to lower soybean export activity and unfavorable mark-to-market impacts [5] - Crushing subsegment's operating profit plunged 69% year over year due to weaker crush margins, despite higher global crush volumes [6] - Carbohydrate Solutions segment posted an operating profit of $299 million, reflecting a 6% decline from the year-ago period [8] Dividend and Future Guidance - ADM raised its quarterly dividend by 2% to 52 cents per share, marking the company's 94th consecutive year of uninterrupted dividends [14] - For 2026, ADM expects adjusted EPS in the range of $3.60-$4.25, with the lower end reflecting continued deferral of U.S. biofuel policy clarity [15] - The outlook for 2026 anticipates year-over-year operating profit growth in Ag Services & Oilseeds, while Carbohydrate Solutions' operating profit is expected to remain flat [16] Financial Position - As of December 31, 2025, ADM had cash and cash equivalents of $1.02 billion, long-term debt of $7.6 billion, and shareholders' equity of $34.7 billion [13] - The company generated $5.45 billion in cash from operating activities and paid out dividends totaling $987 million during 2025 [13]

Core Insights - W.W. Grainger, Inc. (GWW) reported adjusted earnings per share (EPS) of $9.44 for Q4 2025, slightly exceeding the Zacks Consensus Estimate of $9.43, but down from $9.71 in the same quarter last year [1] - Quarterly sales increased by 4.5% year over year to $4.43 billion, surpassing the Zacks Consensus Estimate of $4.40 billion [1] - Daily sales also rose by 4.5% compared to the prior-year quarter, although the predicted increase was 4.9% [1] Segment Performance - The High-Touch Solutions N.A. segment saw daily sales growth of 2.2% year over year, driven by growth in the U.S. and Canada, while the predicted growth was 3.4% [2] - The Endless Assortment segment experienced a significant daily sales increase of 14.3% year over year, attributed to strong performances from MonotaRO and Zoro, although the model predicted 18.2% growth [2] Operational Update - Cost of sales rose by 4.8% year over year to $2.68 billion, while gross profit increased by 4.2% to $1.74 billion, resulting in a gross margin of 39.5%, slightly down from 39.6% in the previous year [3] - Selling, general and administrative expenses increased by 6.6% to $1.11 billion, leading to an operating income of $634 million, which is a 0.2% increase year over year, with an operating margin of 14.3% compared to 15% in the prior-year quarter [3] Cash Flow & Balance Sheet - At the end of 2026, cash and cash equivalents were $0.59 billion, down from $1.04 billion at the end of 2024, with cash flow from operating activities at $2.02 billion compared to $2.11 billion the previous year [4] - Long-term debt increased to $2.36 billion as of December 31, 2025, from $2.28 billion a year earlier, with $1.5 billion returned to shareholders through dividends and share buybacks in 2025 [4] 2025 Performance - Adjusted EPS for 2025 decreased by 9% year over year to $35.40, missing the Zacks Consensus Estimate of $39.45 and falling short of the company's expected range of $39.00-$39.75 [5] - Sales for the year improved by 4.5% to $17.94 billion, aligning with the company's guidance of $17.8-$18 billion and exceeding the Zacks Consensus Estimate of $17.92 billion [5] 2026 Outlook - The company anticipates net sales between $18.7 billion and $19.1 billion for 2026, with expected sales growth of 4.2-6.7% and daily sales growth projected at 6.5-9% [6] - Earnings per share are forecasted to be in the range of $42.25-$44.75 [6] Stock Performance - Over the past year, GWW shares have increased by 5.7%, outperforming the industry's breakeven performance [8]

Core Insights - Woodward, Inc. (WWD) reported strong first-quarter fiscal 2026 results, with adjusted net earnings per share (EPS) of $2.17, a 60.7% increase year over year, surpassing the Zacks Consensus Estimate by 31.5% [1][8] - Quarterly net sales reached $996 million, reflecting a 29% year-over-year growth, driven by favorable market conditions in Aerospace and Industrial sectors, and exceeding consensus estimates by 10.1% [1][2] Financial Performance - Aerospace segment net sales were $635 million, up 29% year over year, supported by strong demand in commercial services and defense OEM [4] - Industrial segment net sales totaled $362 million, a 30% increase year over year, driven by growth in transportation, power generation, and oil & gas markets [6] - Overall gross margin improved by 480 basis points to 29.3%, with total costs and expenses rising 23.3% year over year to $827.3 million [10] Operational Highlights - The company emphasized operational excellence, leading to productivity gains and consistent execution across its portfolio [2][3] - Segmental earnings in Aerospace rose to $148 million from $95 million a year ago, with margins expanding 420 basis points to 23.4% [5] - In the Industrial segment, earnings increased to $67 million from $40 million, with margins up 410 basis points to 18.5% [9] Cash Flow and Shareholder Returns - Woodward generated $114.4 million in net cash from operating activities, up from $34.5 million in the prior year, and free cash flow increased to $70 million from $1 million [11][12] - The company returned $146 million to shareholders through dividends and share repurchases [13] Guidance and Future Outlook - Following the strong first-quarter performance, Woodward raised its fiscal 2026 guidance, expecting consolidated net sales to grow 14% to 18%, up from the previous 7% to 12% [14][15] - EPS guidance was also increased to a range of $8.2 to $8.6, compared to the prior expectation of $7.5 to $8 [17]

Core Insights - Ashland Global Holdings Inc. reported a loss from continuing operations of $14 million or 30 cents per share for Q1 fiscal 2026, an improvement from a loss of $166 million or $3.51 per share in the same quarter last year [1] - Adjusted earnings were 26 cents per share, slightly down from 28 cents in the prior year, but exceeded the Zacks Consensus Estimate of 23 cents [1] Financial Performance - Sales decreased by 5% year over year to $386 million, missing the Zacks Consensus Estimate of $408.3 million [2] - The decline in sales was attributed to the divestiture of the Avoca business, which reduced revenue by approximately $10 million, and weaker demand in sectors such as coatings, construction, personal care, and industrials, along with modest pricing pressure [2] Segment Performance - Life Sciences segment sales increased by 4% year over year to $139 million, though it fell short of the Zacks Consensus Estimate of $146 million, driven by resilient demand in pharma applications [3] - Personal Care segment sales declined by 8% year over year to $123 million, missing the Zacks Consensus Estimate of $132 million, primarily due to portfolio optimization linked to the Avoca divestiture [4] - Specialty Additives segment sales fell by 11% year over year to $102 million, missing the Zacks Consensus Estimate of $111 million, due to weak demand in coatings in China and increased competition [5] - Intermediates segment sales decreased by 6% year over year to $31 million, slightly beating the consensus estimate of $30.26 million, mainly due to lower pricing across the BDO value chain [6] Financial Position - Cash and cash equivalents at the end of the quarter were $304 million, reflecting a sequential increase of approximately 41.4% [7] - Long-term debt stood at $1,387 million, up roughly 0.2% from the previous quarter [7] Outlook - For fiscal 2026, Ashland anticipates sales between $1.835 billion and $1.905 billion, with adjusted EBITDA projected at $400 million to $420 million [8] - Adjusted EPS is expected to show double-digit growth due to operating improvements and portfolio optimization, with free cash flow conversion targeted at around 50% of adjusted EBITDA and capital expenditure estimated at about $100 million [8]

Key Takeaways Coty Q2 revenues are estimated at $1.66 billion, down 0.3% year over year.EPS are projected at 18 cents, up 63.6% from the prior-year quarter.Coty's fragrance strength, U.S. execution gains and cost savings are supporting performance amid pressures.Coty Inc. (COTY) is likely to register a decline in the top line when it reports second-quarter fiscal 2026 earnings on Feb. 5. The Zacks Consensus Estimate for revenues is pegged at $1.66 billion, indicating a decrease of 0.3% from the prior-year r ...

IDEXX Q4 & Full Year 2025 Earnings Highlights (NASDAQ: IDXX) | Revenue | | | | Operating | | Diluted | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | Profit | | | Earnings Per Share | | | | | Q4 | $1,091M | | | $316M | | $3.08 | | | | | Reported growth: | | +14% | 29% | of Revenue | | | | | | | Organic growth: | | +12% | | | | Reported growth: | | | +18% | | | | | YoY change in basis points: | | | | | | | | CAG Diagnostics Recurring | | | Reported | | +150 | Comparable growth: | ...

Last week we saw a plethora of important earnings results and increased market volatility. This wee should be another busy one with a lot of important companies due to report. This week we have Amazon (AMZN), Palantir (PLTR), Advanced Micro Devices (AMD), Alphabet (GOOGL), PayPal (PYPL), Pfizer (PFE), Uber Technologies (UBER), Disney (DIS) and Merck (MRK) all reporting in what shapes as a busy and pivotal week for stocks. Before a company reports earnings, implied volatility is usually high because the m ...

Core Insights - Chevron reported fourth-quarter adjusted earnings of $3.0 billion, or $1.52 per share, exceeding analyst expectations of $1.45 per share, despite revenue falling short of forecasts at $46.87 billion compared to the expected $47.15 billion [2][4] - The company's earnings declined from $3.6 billion, or $2.06 per share, in the same period last year, primarily due to lower crude prices [2][3] Financial Performance - Worldwide net oil-equivalent production increased by 20.7% year over year to 4,045 thousand barrels of oil equivalent per day, driven by the Hess acquisition and production growth in the Permian Basin and the Gulf of Mexico [3] - Chevron generated $10.8 billion in cash flow from operations during the quarter and $4.2 billion in adjusted free cash flow [3] - For the full year 2025, Chevron reported operating cash flow of $33.9 billion, marking the highest in its history at comparable commodity prices [3] Dividend and Cost Management - Chevron announced a 4% increase in its quarterly dividend to $1.78 per share, extending its streak of annual dividend increases to 39 consecutive years [4] - The company achieved its initial $1 billion synergy target from the Hess integration and delivered $1.5 billion in structural cost reductions in 2025, as part of a broader plan to cut costs by $3 billion to $4 billion by the end of 2026 [4]