Financial Performance - L3Harris Technologies reported fourth quarter net income of $300 million, down from $453 million in the prior year [1] - Earnings per share (EPS) decreased to $1.59 from $2.37, while non-GAAP EPS increased to $2.86 from $2.60 [1] - Revenue for the quarter was $5.6 billion, reflecting a 2% increase compared to the prior year, or a 6% increase organically [1] Future Outlook - The company anticipates strong results for 2026, supported by investments, capacity, a record backlog, and strong demand signals [2] - Expected EPS for 2026 is projected to be between $11.30 and $11.50, with revenue forecasted at $23 billion to $23.5 billion [2] Market Reaction - In pre-market trading on NYSE, L3Harris shares declined by 4.3% to $344.75 [3]

Core Insights - Equity Lifestyle Properties (ELS) reported a revenue of $373.87 million for the quarter ended December 2025, reflecting a 0.4% increase year-over-year and a surprise of +0.16% over the Zacks Consensus Estimate of $373.26 million [1] - The earnings per share (EPS) for the quarter was $0.79, compared to $0.50 in the same quarter last year, resulting in an EPS surprise of +1.82% against the consensus estimate of $0.78 [1] Revenue Breakdown - Rental income reached $314.6 million, exceeding the average estimate of $313.68 million by two analysts, marking a year-over-year increase of +4.4% [4] - Annual membership subscriptions generated $18.15 million, surpassing the average estimate of $17.31 million, with a year-over-year growth of +9.5% [4] - Income from other investments, net, was reported at $2.7 million, significantly higher than the average estimate of $1.89 million, showing a remarkable year-over-year increase of +90.8% [4] - Other income was reported at $15.55 million, below the estimated $17.94 million, reflecting a year-over-year decline of -42.8% [4] - Interest income amounted to $2.36 million, slightly below the average estimate of $2.6 million, with a year-over-year increase of +6.4% [4] - Membership upgrade sales grossed $3.12 million, falling short of the average estimate of $3.74 million, indicating a year-over-year decrease of -39.4% [4] - The diluted net earnings per share was reported at $0.52, matching the average estimate of $0.52 by two analysts [4] Stock Performance - Shares of Equity Lifestyle Properties have returned +3.2% over the past month, outperforming the Zacks S&P 500 composite, which changed by +0.8% [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Insights - SEI Investments (SEIC) reported a revenue of $607.93 million for the quarter ended December 2025, reflecting a year-over-year increase of 9.1% and surpassing the Zacks Consensus Estimate by 2.04% [1] - The earnings per share (EPS) for the quarter was $1.38, up from $1.19 in the same quarter last year, resulting in an EPS surprise of 3.29% over the consensus estimate of $1.34 [1] Financial Performance Metrics - SEI's assets under management (AUM) in New Business were reported at $3.04 billion, below the average estimate of $3.16 billion from five analysts [4] - AUM for LSV - Equity and Fixed Income programs reached $86.5 billion, exceeding the estimated $82.09 billion [4] - AUM for Institutional Investors was $76.99 billion, lower than the average estimate of $85.14 billion [4] - AUM for Investment Advisors stood at $79.39 billion, compared to the estimated $97.05 billion [4] - AUM for Private Banks was reported at $28.22 billion, below the average estimate of $31.45 billion [4] Revenue Breakdown - Revenue from asset management, administration, and distribution fees was $485.43 million, exceeding the estimate of $472.28 million and showing a year-over-year increase of 10.5% [4] - Revenue from information processing and software servicing fees was $122.5 million, slightly below the estimate of $123.71 million, with a year-over-year increase of 4.1% [4] - Revenue from Investment Managers was $220.84 million, surpassing the average estimate of $212.14 million, reflecting a year-over-year increase of 15.5% [4] - Revenue from Investments in New Business was $8.32 million, below the estimate of $9.59 million, showing a significant year-over-year decline of 47.1% [4] - Revenue from Investment Advisors was $156.16 million, exceeding the estimate of $152.43 million, with a year-over-year increase of 12.1% [4] - Revenue from Institutional Investors was $72.82 million, slightly below the estimate of $73.04 million, reflecting a year-over-year increase of 2.8% [4] - Revenue from Private Banks was reported at $149.78 million, exceeding the estimate of $147.29 million, with a year-over-year increase of 6.9% [4] Stock Performance - SEI shares have returned +1.8% over the past month, outperforming the Zacks S&P 500 composite, which changed by +0.8% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Viewpoint - Eastman Chemical Company is experiencing fluctuations in analysts' price targets, reflecting changing expectations regarding its stock performance and potential investment opportunities [1][2][6] Price Target Summary - The average price target for Eastman Chemical has increased slightly from $71.33 to $72 over the last quarter, but has decreased from $73.43 a year ago, indicating a downward trend in analysts' expectations [2] - Wolfe Research has set a more optimistic price target of $114, suggesting a positive outlook for the company's growth despite the overall decline in expectations [3][5] Earnings Forecast - Eastman Chemical is expected to report its fourth-quarter 2025 earnings on January 29th, with forecasts of $0.79 per share and $2 billion in revenue, although a decline in earnings is anticipated [3][6] Market Conditions - The company's performance is influenced by key markets such as transportation, personal care, and construction, which are affected by broader economic factors [4] - Despite a 23% decline in stock value over the past year, Eastman Chemical's valuations and dividends remain attractive to investors, presenting a potential investment opportunity [4][6] Strategic Initiatives - Strategic initiatives and product developments are expected to impact analysts' views positively, with annual dividend payments being a significant factor for income-focused investors [5]

Group 1 - SL Green reported $159.82 million in revenue for Q4 2025, a year-over-year increase of 14.5%, with an EPS of $1.13 compared to -$0.23 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $147.03 million by 8.69%, and the EPS also surpassed the consensus estimate of $1.10 by 2.41% [1] - The stock has returned -2.8% over the past month, underperforming the Zacks S&P 500 composite's +0.8% change, and currently holds a Zacks Rank 5 (Strong Sell) [3] Group 2 - Investment income was reported at $2.57 million, significantly below the estimated $5.35 million, reflecting a year-over-year decline of 52.6% [4] - Other income reached $39.8 million, exceeding the average estimate of $27.67 million, marking a year-over-year increase of 29.4% [4] - Rental revenue, including escalation and reimbursement revenues, was $183.31 million, surpassing the $163.46 million estimate, with a year-over-year change of 16.8% [4] - SUMMIT Operator revenue was reported at $35.92 million, slightly below the average estimate of $37.06 million, indicating a year-over-year decrease of 6.9% [4] - The diluted net earnings per share were reported at -$1.49, compared to the average estimate of -$0.43 [4]

For the quarter ended December 2025, Navient (NAVI) reported revenue of $129 million, down 3.7% over the same period last year. EPS came in at $0.39, compared to $0.25 in the year-ago quarter.The reported revenue represents a surprise of -3.26% over the Zacks Consensus Estimate of $133.35 million. With the consensus EPS estimate being $0.31, the EPS surprise was +25.2%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expe ...

Core Insights - Danaher Corporation's (DHR) fourth-quarter 2025 adjusted earnings were $2.23 per share, exceeding the Zacks Consensus Estimate of $2.22, marking a 4% year-over-year increase [1] - The company reported net sales of $6.84 billion, surpassing the consensus estimate of $6.79 billion, with a year-over-year growth of 4.5% driven by strong performance across all segments [1] Financial Performance - DHR's core sales increased by 2.5% year over year in the quarter, with foreign-currency translations positively impacting sales by 2.5%, while acquisitions/divestitures had a negative impact of 0.5% [2] - For the full year 2025, DHR reported net revenues of $24.6 billion, a 3% increase year over year, and adjusted earnings of $7.80 per share, up 4.5% year over year [2] Segment Analysis - Life Sciences segment revenues reached $2.09 billion, up 2.5% year over year, exceeding the Zacks Consensus Estimate of $2.06 billion, with core sales increasing by 0.5% [3] - Diagnostics segment revenues totaled $2.72 billion, a 3% year-over-year increase, also surpassing the consensus estimate of $2.71 billion, with operating profit rising 14.3% year over year to $713 million [4] - Biotechnology segment revenues were $2.03 billion, up 9% year over year, exceeding the consensus estimate of $2.02 billion, with core sales increasing by 6% [5] Margin and Cost Structure - In Q4, Danaher's cost of sales increased by 8.5% year over year to $2.87 billion, while gross profit rose by 2% to $3.97 billion, resulting in a gross margin of 59.1%, slightly down from 59.5% in the previous year [6] - Operating profit increased by 5.4% year over year to $1.50 billion, although the operating margin declined to 19.1% from 20.4% in the year-ago quarter [7] Balance Sheet and Cash Flow - At the end of Q4, DHR had cash and equivalents of $4.62 billion, up from $2.08 billion at the end of 2024, while long-term debt increased to $18.4 billion from $15.5 billion [8] - The company generated net cash of $6.42 billion from operating activities in 2025, down from $6.69 billion in the previous year, with capital expenditures totaling $1.16 billion, a 17% decrease year over year [9] Future Outlook - For Q1 2026, Danaher expects low single-digit core sales growth year over year and anticipates adjusted earnings of $8.35-$8.50 per share [10][12] - The company projects a 3-6% increase in adjusted core sales for the full year 2026 [12]

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Core Insights - Texas Instruments (TXN) reported Q4 2025 earnings per share (EPS) of $1.27, missing the Zacks Consensus Estimate by 2.3% but exceeding the midpoint of management's guidance of $1.13 to $1.39. The EPS decreased by 2% year over year [1][8] - The company generated revenues of $4.42 billion, which was 0.3% below the Zacks Consensus Estimate but above the midpoint of management's guidance of $4.22-$4.58 billion, reflecting a 10% year-over-year increase [2][8] Revenue Breakdown - Texas Instruments operates in three segments: Analog, Embedded Processing, and Other - Analog segment revenues were $3.62 billion, accounting for 81.7% of total revenues, up 14% year over year and above the model estimate of $3.53 billion [3] - Embedded Processing revenues reached $662 million, representing 15% of total revenues, an 8% increase year over year, surpassing the model estimate of $618.7 million [3] - Other segment revenues totaled $146 million, making up 3.3% of total revenues, down 34% year over year and missing the model estimate of $276.1 million [4] Operating Performance - Gross profit increased by 7% year over year to $2.47 billion, with a gross margin of 55.9%, which contracted by 190 basis points year over year [5] - Selling, general and administrative (SG&A) expenses remained flat at $446 million year over year, with SG&A as a percentage of revenues contracting by 100 basis points to 10.1% [5] - Research and development expenses grew by 6.1% to $521 million, decreasing as a percentage of revenues by 160 basis points to 11.8% [5] - Operating profit rose by 7% year over year to $1.47 billion, with an operating margin of 33.3%, which contracted by 110 basis points from the prior year [6] Balance Sheet and Cash Flow - As of December 31, 2025, cash and short-term investments were $4.88 billion, down from $5.19 billion as of September 30, 2025 [7] - Long-term debt was $13.548 billion, a slight increase from $13.546 billion in the previous quarter [7] - Operating cash flow for Q4 was approximately $2.25 billion, with $403 million spent on stock repurchases and $1.29 billion paid in dividends [7][9] Guidance for Q1 2026 - Texas Instruments expects Q1 2026 revenues to be between $4.32 billion and $4.68 billion, with the Zacks Consensus Estimate currently at $4.39 billion, indicating a 7.9% increase year over year [10] - The company anticipates EPS in the range of $1.22 to $1.48, with the consensus mark at $1.30 per share, suggesting a 1.6% year-over-year increase [10]

Meta Platforms, Inc. (NASDAQ:META) will release earnings for the fourth quarter after the closing bell on Wednesday, Jan. 28.Analysts expect the Menlo Park, California-based company to report fourth-quarter earnings of $8.18 per share. That's up from $8.02 per share in the year-ago period. The consensus estimate for Meta's quarterly revenue is $58.41 billion (it reported $48.38 billion last year), according to Benzinga Pro.The company has beaten analyst revenue estimates for 13 straight quarters.Shares of M ...