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Waste Connections Stock Slides 7% Since Q4 Earnings Beat Estimates
ZACKS· 2026-02-17 17:50
Core Insights - Waste Connections, Inc. (WCN) reported fourth-quarter 2025 earnings that slightly exceeded the Zacks Consensus Estimate, with an 11.2% year-over-year increase in earnings and a 5% year-over-year growth in revenues [1][9] - Despite the earnings beat, the stock price fell by 6.6% following the results announcement on February 11, reflecting investor disappointment [1] - Over the past year, WCN shares have decreased by 14%, contrasting with a 3.5% decline in the industry and a 15.3% increase in the Zacks S&P 500 Composite [1] Segment Performance - The Solid Waste Collection segment generated $1.7 billion in revenues, marking a 5.8% year-over-year increase [2] - Revenues from the Solid Waste Disposal and Transfer segment rose by 5.4% year-over-year to $757.1 million, driven by solid core pricing [2] - The Solid Waste Recycling segment experienced a 14.3% decline in revenues, totaling $51.2 million [3] - The E&P Waste Treatment, Recovery and Disposal segment reported revenues of $171.1 million, reflecting a 16.9% year-over-year increase [3] - The Intermodal and Other segment saw revenues of $42.3 million, down 7.9% from the previous year [3] Operating Results - Adjusted EBITDA for the quarter was $731.9 million, an 8% decrease from the prior year, with an adjusted EBITDA margin of 32.4%, down 110 basis points year-over-year [4] - The company recorded an operating loss of $199.1 million, compared to an operating income of $420.8 million in the same quarter last year [4] Balance Sheet & Cash Flow - At the end of the fourth quarter of 2025, Waste Connections had cash and cash equivalents of $46 million, down from $117.6 million in the previous quarter [5] - The long-term debt and notes payable increased to $8.8 billion from $8 billion in the third quarter of 2025 [5] - The company generated $556.9 million in cash from operating activities, with adjusted free cash flow of $175.6 million and capital expenditures totaling $261.1 million [6] - During the quarter, Waste Connections paid out $89.9 million in dividends [6] FY26 Outlook - For the fiscal year 2026, Waste Connections anticipates revenues between $9.9 billion and $9.95 billion, with the Zacks Consensus Estimate at $9.95 billion [7] - Adjusted EBITDA is expected to be in the range of $3.3 billion to $3.325 billion [7] - Waste Connections currently holds a Zacks Rank of 4 (Sell) [7]
Labcorp Q4 Earnings Beat, Revenues Miss, Stock Down in Pre-Market
ZACKS· 2026-02-17 16:10
Core Insights - Labcorp Holdings reported fourth-quarter 2025 adjusted earnings per share (EPS) of $4.07, beating the Zacks Consensus Estimate by 3% and reflecting an 18% increase from the previous year [1][9] - Full-year adjusted EPS was $16.44, representing a year-over-year growth of 12.8% and exceeding the Zacks Consensus Estimate by 0.8% [2] Revenue Performance - Fourth-quarter revenues increased by 5.7% year over year to $3.52 billion, although this figure missed the Zacks Consensus Estimate by 1% [3] - Full-year revenues rose 7.2% year over year to $13.95 billion, also missing the Zacks Consensus Estimate by 0.3% [3] Segment Analysis - Diagnostics Laboratories segment reported revenues of $2.73 billion for the fourth quarter, reflecting a 5.5% improvement year over year [5] - Biopharma Laboratory Services revenues increased by 3.4% to $793 million, driven by organic growth of 0.6% and a foreign currency translation gain of 2.8% [6] Margin Performance - Gross margin expanded by 133 basis points to 28.2% in the fourth quarter, despite a 3.7% rise in the cost of revenues [7] - Adjusted operating income improved by 51% year over year to $454.6 million, with the adjusted operating margin expanding by 389 basis points to 12.9% due to a 9.5% decline in SG&A expenses [7] Cash Position - Labcorp ended the fourth quarter with cash and cash equivalents of $532.3 million, down from $1.52 billion at the end of the fourth quarter of 2024 [10] - Long-term debt remained stable at $5.08 billion, while cumulative net cash provided by operating activities was $1.64 billion, slightly up from $1.59 billion a year ago [10] 2026 Guidance - Labcorp expects 2026 revenues to be in the range of $14.61 billion to $14.79 billion, indicating growth of 4.7% to 6% [12] - Adjusted EPS for 2026 is projected to be between $17.55 and $18.25, with the Zacks Consensus Estimate at $17.62 [12] Strategic Developments - In 2025, Labcorp expanded partnerships with health systems and regional/local laboratories, closing 13 transactions [14] - The company launched over 130 innovative new tests in various fields and announced a strategic investment to build a new 500,000 square foot Central Laboratory facility [14]
Compared to Estimates, Medtronic (MDT) Q3 Earnings: A Look at Key Metrics
ZACKS· 2026-02-17 15:31
Core Insights - Medtronic reported $9.02 billion in revenue for the quarter ended January 2026, marking an 8.7% year-over-year increase and a surprise of +1.35% over the Zacks Consensus Estimate of $8.9 billion [1] - The earnings per share (EPS) for the same period was $1.36, slightly down from $1.39 a year ago, with an EPS surprise of +2.07% compared to the consensus estimate of $1.33 [1] Revenue Breakdown - U.S. Revenue: $4.49 billion, a 6% year-over-year increase, but below the average estimate of $4.59 billion [4] - International Revenue: $4.52 billion, exceeding the average estimate of $4.3 billion [4] - Cardiovascular Revenue: $3.46 billion, a 13.8% year-over-year increase, surpassing the average estimate of $3.39 billion [4] - Neuroscience Revenue: $2.56 billion, a 4.1% year-over-year increase, slightly below the average estimate of $2.58 billion [4] - Medical Surgical Revenue: $2.17 billion, a 4.9% year-over-year increase, exceeding the average estimate of $2.14 billion [4] - Diabetes Revenue: $796 million, a 14.7% year-over-year increase, surpassing the average estimate of $773.73 million [4] - Cardiac Rhythm & Heart Failure Revenue: $1.86 billion, a significant 20.1% year-over-year increase, exceeding the average estimate of $1.8 billion [4] Stock Performance - Medtronic shares have returned +2.8% over the past month, contrasting with a -1.4% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]
Labcorp (LH) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2026-02-17 15:31
Group 1 - Labcorp Holdings reported revenue of $3.52 billion for the quarter ended December 2025, reflecting a 5.6% increase year-over-year [1] - The company's EPS for the quarter was $4.07, up from $3.45 in the same quarter last year, with an EPS surprise of +2.98% compared to the consensus estimate of $3.95 [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $3.55 billion, resulting in a revenue surprise of -0.97% [1] Group 2 - Key metrics indicate that Labcorp's shares have returned +4.3% over the past month, outperforming the Zacks S&P 500 composite, which declined by -1.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Group 3 - The net book-to-bill ratio for Labcorp was reported at 1.1%, matching the average estimate based on two analysts [4] - Revenues from Biopharma Laboratory Services were $793 million, slightly above the average estimate of $791.05 million, representing a year-over-year change of +3.4% [4] - Revenues from Diagnostics Laboratories were $2.73 billion, below the average estimate of $2.77 billion, with a year-over-year change of +5.5% [4] - Adjusted Operating Income for Diagnostics Laboratories was $419.2 million, slightly below the average estimate of $423.58 million [4] - Adjusted Operating Income for Biopharma Laboratory Services was $136.1 million, exceeding the average estimate of $130.1 million [4] - Unallocated corporate expenses were reported at -$67.6 million, better than the average estimate of -$69.13 million [4]
Hecla Mining Company (NYSE:HL) Quarterly Earnings Preview
Financial Modeling Prep· 2026-02-17 11:00
Hecla Mining Company is set to release its quarterly earnings with an expected EPS of $0.163 and revenue of approximately $400.75 million.The company anticipates a significant year-over-year increase in earnings and revenue, supported by a 5% boost in silver production.Despite challenges, Hecla has outperformed the S&P 500 and reduced its net leverage to 0.3x, although it has underperformed compared to industry peers.Hecla Mining Company (NYSE:HL) is set to release its quarterly earnings on February 17, 202 ...
FirstEnergy Corporation (NYSE:FE) Q4 2025 Earnings Preview
Financial Modeling Prep· 2026-02-16 10:00
Analysts predict a 22.4% decline in EPS to $0.52 for Q4 2025, despite a projected 2% revenue increase to $3.24 billion.Stability in EPS estimates over the past 30 days highlights analyst confidence, potentially impacting short-term stock performance.Financial metrics reveal a P/E ratio of 21.85 and a debt-to-equity ratio of 2.15, indicating market favorability but significant leverage.FirstEnergy Corporation (NYSE:FE) is set to release its fourth-quarter 2025 earnings on February 17, 2026. Analysts predict ...
X @aixbt
aixbt· 2026-02-13 11:14
pendle at $1.13 trading at 4x annual revenue with new tokenomics launching feb 14. 80% of protocol revenue now goes to token buybacks distributed to sPENDLE holders. arthur hayes sold at $1.34 after the 54% dump from december. $45m fees in 2025 on infrastructure that peaked at $13.4b tvl. the mechanics changed but the price hasn't caught up yet. ...
Applied Materials (AMAT) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2026-02-12 23:31
Core Insights - Applied Materials (AMAT) reported revenue of $7.01 billion for the quarter ended January 2026, reflecting a year-over-year decline of 2.2% and matching the EPS of $2.38 from the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $6.89 billion by 1.79%, while the EPS surpassed the consensus estimate of $2.19 by 8.53% [1] Financial Performance - The company’s shares have returned +12.6% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.3% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3] Geographic Net Sales - United States: $656 million, -28.5% year-over-year, below the estimate of $684.78 million [4] - Europe: $221 million, -33% year-over-year, below the estimate of $256.38 million [4] - Japan: $525 million, -2.8% year-over-year, slightly above the estimate of $518.68 million [4] - China: $2.1 billion, -6.6% year-over-year, above the estimate of $1.97 billion [4] - Taiwan: $1.72 billion, +45.6% year-over-year, below the estimate of $1.81 billion [4] - Southeast Asia: $335 million, +17.1% year-over-year, above the estimate of $271.34 million [4] - Korea: $1.46 billion, -12.5% year-over-year, above the estimate of $1.41 billion [4] Revenue Breakdown - Applied Global Services: $1.56 billion, matching the average estimate, -2.2% year-over-year [4] - Semiconductor Systems: $5.14 billion, above the average estimate of $4.97 billion, -4% year-over-year [4] - Corporate and Other: $312 million, above the estimate of $305.24 million, +845.5% year-over-year [4] Operating Income - Applied Global Services: $438 million, above the average estimate of $427.87 million [4] - Semiconductor Systems: $1.43 billion, below the average estimate of $1.81 billion [4]
X @The Block
The Block· 2026-02-12 21:57
DraftKings forecasts $6.9 billion revenue guidance on 'expected investment in DraftKings Predictions' https://t.co/nqYBcav0Mt ...
X @Solana
Solana· 2026-02-12 20:21
RT DCF GOD (@dcfgod)Very cool... @phygitals collaborated with zardo cards, one of the larger web2 pokemon storesInstantly sold out the entire launch within minutes, all from non crypto usersCrypto projects that make real money and have real demand outside of crypto continue to crush itThis is real "onboarding", revenue, use case, etc.Phygitals also hiring for a growth eng so message them if interested... good project that's growing like crazy with success uncorrelated to the price of tokensNote: dcf cap see ...