Core Insights - ResMed reported $1.42 billion in revenue for the quarter ended December 2025, marking an 11% year-over-year increase and a 2.3% surprise over the Zacks Consensus Estimate of $1.39 billion [1] - The earnings per share (EPS) for the same period was $2.81, compared to $2.43 a year ago, resulting in a 4.59% surprise over the consensus EPS estimate of $2.69 [1] Financial Performance Metrics - U.S., Canada, and Latin America - Devices revenue was $448 million, exceeding the estimated $441.42 million, reflecting an 8.1% year-over-year increase [4] - U.S., Canada, and Latin America - Masks and other revenue reached $387 million, surpassing the average estimate of $367.97 million, with a year-over-year change of 15.7% [4] - Combined Europe, Asia, and other markets - Total revenue was $420.9 million, above the estimated $408.04 million, showing an 11.8% year-over-year increase [4] - Combined Europe, Asia, and other markets - Devices revenue was $278.2 million, slightly above the estimated $275.44 million, with a 9.2% year-over-year change [4] - Combined Europe, Asia, and other markets - Masks and other revenue was $142.7 million, exceeding the average estimate of $132.59 million, reflecting a 17.2% year-over-year increase [4] - U.S., Canada, and Latin America - Total revenue was $835 million, surpassing the estimated $809.39 million, with an 11.5% year-over-year change [4] - Global revenue for Total Sleep and Breathing Health was $1.26 billion, exceeding the estimated $1.2 billion, marking an 11.6% year-over-year increase [4] - Global revenue for Residential Care Software was $166.9 million, slightly below the average estimate of $167.55 million [4] - Global revenue for Total Devices was $726.2 million, exceeding the estimated $716.86 million, with an 8.5% year-over-year change [4] - Global revenue for Total Masks and other was $529.7 million, surpassing the estimated $500.57 million, reflecting a 16.1% year-over-year increase [4] Stock Performance - ResMed shares have returned +7% over the past month, outperforming the Zacks S&P 500 composite's +0.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Viewpoint - Brunswick Corporation reported fourth-quarter earnings that slightly exceeded expectations, with revenue significantly surpassing forecasts, yet shares fell more than 5% intraday [1][2]. Financial Performance - The company posted adjusted earnings per share of $0.58, narrowly beating the consensus estimate of $0.57 [1]. - Revenue totaled $1.33 billion, roughly 10% above analyst expectations of $1.21 billion [1]. Stock Market Reaction - Despite the top-line outperformance, the stock reaction indicated that investors had already priced in the stronger results [2]. Long-term Financial Outlook - Brunswick projected earnings per share between $3.80 and $4.40, with the midpoint of $4.10 modestly below the analyst consensus of $4.19 [2]. - Revenue was expected to range from $5.6 billion to $5.8 billion, with the midpoint exceeding consensus expectations of $5.54 billion [2]. Management's Perspective - Management's outlook reflected confidence in revenue growth while maintaining a more cautious stance on earnings over the longer term [3].

Core Insights - WM reported disappointing fourth-quarter 2025 results, with adjusted earnings of $1.93 per share missing the consensus estimate by 1% and total revenues of $6.3 billion also falling short by 1.2% while showing a year-over-year increase of 7.1% [1][8] Financial Performance - The Collection segment generated revenues of $3.9 billion, a 4.9% increase year-over-year, meeting the Zacks Consensus Estimate [2] - The Landfill segment reported revenues of $910 million, a 6.2% year-over-year increase, but missed the consensus estimate of $956.1 million [2] - The Transfer segment's revenues grew 6.1% to $381 million, surpassing the consensus mark of $375.1 million [2] - The Recycling Processing and Sales segment saw revenues decline by 10.8% to $355 million, missing the Zacks Consensus Estimate of $414.3 million [2] - WM Renewable Energy achieved revenues of $157 million, a significant 68.8% increase year-over-year, exceeding the consensus mark of $148 million [3] - The combined revenues from WM Healthcare Solutions and Corporate and Other segments totaled $621 million, reflecting a 52.2% year-over-year growth but missing the consensus estimate of $627 million [3] - Adjusted operating EBITDA was $2 billion, up 15.7% from the previous year, with an adjusted operating EBITDA margin increasing by 240 basis points to 31.3% [4] Cash Flow and Dividends - WM generated $1.7 billion in cash from operating activities in Q4 2025, with capital expenditures of $684 million and free cash flow of $823 million [5] - The company distributed $333 million in cash dividends to shareholders during the fourth quarter [5] 2026 Outlook - For 2026, WM expects revenues between $26.43 billion and $26.63 billion, with the midpoint of $26.53 billion being lower than the Zacks Consensus Estimate of $26.59 billion [6] - Adjusted operating EBITDA is projected to be between $8.15 billion and $8.25 billion [6] - WM currently holds a Zacks Rank 3 (Hold) [6]

Core Insights - Levi Strauss reported revenue of $1.77 billion for the quarter ended November 2025, a decrease of 4% year-over-year, with EPS at $0.41 compared to $0.50 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.71 billion by 3.31%, and the EPS also surpassed the consensus estimate of $0.39 by 6.49% [1] Revenue Breakdown - Geographic Revenues in the Americas reached $959.2 million, slightly above the estimated $948.7 million, reflecting a year-over-year decline of 3.6% [4] - In Europe, revenues were reported at $469.4 million, exceeding the average estimate of $440.57 million, marking an 8.1% increase year-over-year [4] - Revenues from Other Brands (Beyond Yoga) were $46.3 million, significantly lower than the estimated $33.43 million, showing a drastic decline of 62.6% year-over-year [4] - Asia's revenues stood at $290.9 million, slightly above the estimated $290.11 million, with a year-over-year increase of 1.5% [4] - Total Levi's Brands Net Revenues were $1.72 billion, surpassing the average estimate of $1.67 billion based on three analysts [4] Stock Performance - Over the past month, shares of Levi Strauss have returned +0.8%, matching the Zacks S&P 500 composite's +0.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Corning reported better-than-expected fourth-quarter 2025 results with adjusted earnings of $0.72 per share, exceeding analyst estimates of $0.70, and revenue of $4.41 billion, surpassing the consensus of $4.36 billion [1] - Revenue increased by 14% year over year, while earnings grew at a faster pace of 26% [1] Financial Forecast - For the first quarter of 2026, Corning forecasts core sales between $4.2 billion and $4.3 billion, indicating approximately 15% year-over-year growth, and core earnings of $0.66 to $0.70 per share [2] - The Optical Communications segment showed significant growth, with revenue rising 24% year over year to $1.7 billion, while the Display segment revenue declined by 2% to $955 million [2] Strategic Initiatives - Corning announced an enhanced version of its Springboard Plan, increasing its target for incremental annualized sales to $11 billion by the end of 2028, up from a previous target of $8 billion [3] - For 2026, the company raised its internal sales growth target to $6.5 billion from $6.0 billion [3] - For the full year 2025, Corning reported core sales of $16.41 billion, up 13% year over year, and core earnings per share climbed 29% to $2.52 [3]

Core Viewpoint - Northrop Grumman Corp reported strong fourth-quarter financial results but provided a disappointing outlook for FY26, leading to a decline in share price [1][2]. Financial Performance - The company reported quarterly earnings of $7.23 per share, exceeding the analyst consensus estimate of $6.97 per share [1]. - Quarterly sales reached $11.712 billion, surpassing the analyst consensus estimate of $11.626 billion [1]. FY26 Outlook - Northrop Grumman projected FY2026 adjusted EPS in the range of $27.40 to $27.90, which is below market estimates of $28.85 [2]. - The company expects sales for FY2026 to be between $43.500 billion and $44.000 billion, compared to estimates of $44.244 billion [2]. Stock Market Reaction - Following the earnings announcement, Northrop Grumman shares fell by 1.3%, trading at $670.05 [2]. Analyst Ratings and Price Targets - B of A Securities analyst Ronald Epstein maintained a Buy rating on Northrop Grumman and raised the price target from $685 to $750 [3]. - BTIG analyst Andre Madrid also maintained a Buy rating and increased the price target from $680 to $815 [3].

Core Viewpoint - The potential for a dollar sell-off may intensify, particularly if the dollar index breaks below last year's low of around 96.2, which could lead to an additional 3% decline in the dollar [1] Group 1: Dollar Performance - The performance of the dollar before the Federal Reserve meeting is crucial, as a pause in interest rate cuts could provide some support for the dollar [1] - A weak rebound in the dollar, with a daily close lower, would signal a strong bearish outlook [1] Group 2: Earnings Impact - Earnings reports from companies like Meta, Microsoft, and Tesla are under scrutiny, as any results that fall short of expectations could negatively impact the dollar [1] - The U.S. consumer market is significantly influenced by stock market performance, linking corporate earnings to broader economic indicators [1]

Core Insights - Stock Yards Bancorp (SYBT) reported revenue of $104.47 million for the quarter ended December 2025, marking an 11.7% year-over-year increase and a surprise of +2.09% over the Zacks Consensus Estimate of $102.33 million [1] - The earnings per share (EPS) for the same period was $1.24, compared to $1.07 a year ago, resulting in an EPS surprise of +3.05% against the consensus estimate of $1.20 [1] Financial Performance Metrics - Net Interest Margin was reported at 3.6%, aligning with the average estimate from three analysts [4] - The Efficiency Ratio was 52.5%, slightly better than the estimated 52.9% by three analysts [4] - Net charge offs to average loans were reported at -0%, compared to the average estimate of 0.1% from two analysts [4] - Average Interest-Earning Assets amounted to $8.81 billion, exceeding the average estimate of $8.7 billion from two analysts [4] - Total Non-Interest Income was $25.13 million, surpassing the average estimate of $24.72 million from three analysts [4] - Net Interest Income (FTE) was reported at $79.34 million, above the estimated $78.09 million from two analysts [4] - Net Interest Income was $79.25 million, exceeding the average estimate of $77.9 million from two analysts [4] Stock Performance - Shares of Stock Yards have returned +2.1% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - First Busey (BUSE) reported a revenue of $200.25 million for the quarter ended December 2025, marking a year-over-year increase of 71.5% and exceeding the Zacks Consensus Estimate of $196.05 million by 2.14% [1] - The company's EPS for the same period was $0.68, up from $0.53 a year ago, representing an EPS surprise of 11.93% against the consensus estimate of $0.61 [1] Financial Performance Metrics - Efficiency Ratio stood at 57.4%, slightly above the three-analyst average estimate of 56.2% [4] - Net Interest Margin was reported at 3.7%, matching the average estimate based on three analysts [4] - Average Balances of Interest-earning assets were $16.94 billion, compared to the estimated $16.89 billion by two analysts [4] - Total noninterest income reached $42.69 million, surpassing the average estimate of $40.48 million from three analysts [4] - Mortgage revenue was $0.8 million, exceeding the average estimate of $0.57 million [4] - Other noninterest income amounted to $6.79 million, compared to the two-analyst average estimate of $4.1 million [4] - Wealth management fees were reported at $18.1 million, above the average estimate of $17.45 million [4] - Net Interest Income was $157.56 million, compared to the average estimate of $155.59 million [4] - Payment technology solutions revenue was $4.88 million, slightly below the two-analyst average estimate of $5.05 million [4] - Tax-equivalent net interest income was $158.42 million, exceeding the average estimate of $156.39 million [4] - Income on bank-owned life insurance was $1.78 million, above the average estimate of $1.62 million [4] Stock Performance - Shares of First Busey have returned +1.9% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Key Takeaways HCA reported Q4 EPS of $8.01, up 28.8% year over year and 8.8% above the consensus estimate.Results were driven by gains in admissions, ER visits and revenue per equivalent admission.HCA projects 2026 EPS of $29.10-$31.50 and EBITDA of $15.55B-$16.45B.HCA Healthcare, Inc. (HCA) reported fourth-quarter 2025 adjusted earnings per share (EPS) of $8.01, which outpaced the Zacks Consensus Estimate by 8.8%. The bottom line advanced 28.8% year over year.Revenues rose 6.7% year over year to $19.5 bill ...