Core Insights - Glaukos reported revenue of $143.12 million for Q4 2025, a year-over-year increase of 35.7% and slightly above the Zacks Consensus Estimate of $142.93 million, resulting in a surprise of +0.13% [1] - The company reported an EPS of -$0.28, which is an improvement from -$0.40 a year ago, but fell short of the consensus estimate of -$0.22, leading to an EPS surprise of -26.47% [1] Revenue Performance - International Glaucoma revenues reached $32.78 million, exceeding the average estimate of $31.67 million by six analysts, representing a year-over-year increase of +17.6% [4] - United States Glaucoma revenues were reported at $86.4 million, surpassing the average estimate of $81.11 million, with a significant year-over-year change of +53.5% [4] - Net Sales for Corneal Health amounted to $24 million, exceeding the average estimate of $21.06 million, reflecting a year-over-year increase of +12.4% [4] - Net Sales for Glaucoma totaled $119.2 million, above the average estimate of $112.79 million, indicating a year-over-year change of +41.7% [4] Stock Performance - Over the past month, Glaukos shares have returned -9%, compared to a -1.4% change in the Zacks S&P 500 composite [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]

Core Insights - Itron reported a revenue of $571.66 million for the quarter ended December 2025, reflecting a year-over-year decline of 6.7% while EPS increased to $2.46 from $1.35 in the same quarter last year, exceeding the Zacks Consensus Estimate for EPS by 12.55% [1] Revenue Performance - Revenue from Outcomes was $111.83 million, surpassing the four-analyst average estimate of $98.38 million, with a year-over-year increase of 22.6% [4] - Revenue from Device Solutions was $104.83 million, slightly above the average estimate of $95.82 million, but showed a year-over-year decline of 3.4% [4] - Revenue from Networked Solutions was $351.95 million, below the estimated $366.53 million, representing a year-over-year decrease of 14.8% [4] - Service revenues from Networked Solutions reached $29.09 million, exceeding the average estimate of $24.5 million, with a year-over-year increase of 13.1% [4] - Product revenues from Device Solutions were $104.18 million, above the average estimate of $96.46 million, but down 3% year over year [4] - Product revenues from Networked Solutions were $322.86 million, below the estimated $339.58 million, reflecting a year-over-year decline of 16.7% [4] - Total product revenues were $474.33 million, slightly below the average estimate of $480.12 million, with a year-over-year decrease of 10.9% [4] - Service revenues from Outcomes were $64.54 million, exceeding the average estimate of $60.15 million, with a year-over-year increase of 20.5% [4] - Service revenues from Device Solutions were $0.65 million, below the estimated $1.09 million, showing a significant year-over-year decline of 43.9% [4] - Total service revenues were $97.33 million, surpassing the average estimate of $85.75 million, with a year-over-year increase of 21% [4] - Product revenues from Outcomes were $47.29 million, exceeding the average estimate of $38.97 million, with a year-over-year increase of 25.8% [4] Stock Performance - Itron's shares have returned -10.7% over the past month, compared to a -1.4% change in the Zacks S&P 500 composite, indicating potential underperformance in the near term with a Zacks Rank of 4 (Sell) [3]

Core Viewpoint - Expeditors International of Washington, Inc. (EXPD) is a leading global logistics provider with a market cap of $19.6 billion, offering a range of services including airfreight, ocean freight, customs brokerage, and supply chain solutions across various regions and industries [1]. Group 1: Company Performance - Over the past 52 weeks, EXPD shares have increased nearly 30%, outperforming the S&P 500 Index, which has risen 11.8% [2]. - Despite the strong performance over the past year, EXPD shares are down 1.7% year-to-date, lagging behind the S&P 500's marginal gain [2]. - On November 4, EXPD shares jumped 10.8% after reporting Q3 2025 EPS of $1.64 and revenue of $2.89 billion, exceeding Wall Street expectations [6]. Group 2: Financial Outlook - For the fiscal year ending December 2025, analysts project EXPD's EPS to rise 3.5% year-over-year to $5.92, with a history of surpassing consensus estimates in the last four quarters [7]. - The consensus rating among 15 analysts covering the stock is a "Hold," with two "Strong Buys," seven "Hold" ratings, one "Moderate Sell," and five "Strong Sells" [7]. Group 3: Market Position and Analyst Ratings - Truist raised its price target on EXPD to $160 while maintaining a "Hold" rating, with the stock currently trading above the mean price target of $139.38 [8]. - The highest price target on the Street is $179, indicating a potential upside of 22.2% from current price levels [8].

The upcoming report from Charles River Laboratories (CRL) is expected to reveal quarterly earnings of $2.33 per share, indicating a decline of 12.4% compared to the year-ago period. Analysts forecast revenues of $985.92 million, representing a decline of 1.7% year over year.The consensus EPS estimate for the quarter has been revised 0.1% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timef ...

Core Insights - Federal Realty Investment Trust (FRT) reported a revenue of $336.05 million for the quarter ended December 2025, marking a year-over-year increase of 7.9% and exceeding the Zacks Consensus Estimate of $328.96 million by 2.15% [1] - The earnings per share (EPS) for the same period was $1.84, compared to $0.75 a year ago, although it fell short of the consensus EPS estimate of $1.86 by 0.97% [1] Revenue Breakdown - Mortgage interest income was reported at $0.28 million, matching the five-analyst average estimate with no year-over-year change [4] - Rental income from percentage rents was $6.91 million, exceeding the $6.36 million average estimate and reflecting a year-over-year increase of 21.1% [4] - Other lease-related rental income was reported at $6.71 million, which was below the three-analyst average estimate of $8.97 million, showing a significant year-over-year decline of 50.6% [4] - Total rental income was $327.54 million, surpassing the three-analyst average estimate of $323.79 million, with a year-over-year increase of 7.8% [4] - Cost reimbursement revenue was $67.55 million, exceeding the three-analyst average estimate of $64.73 million, representing a year-over-year increase of 13.2% [4] Stock Performance - Shares of Federal Realty Investment Trust have returned +4.8% over the past month, contrasting with the Zacks S&P 500 composite's -0.3% 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 Viewpoint - Western Midstream (WES) is expected to report quarterly earnings of $0.91 per share, reflecting a 7.1% increase year-over-year, with revenues projected at $1.11 billion, a 20% increase compared to the previous year [1]. Earnings Estimates - Analysts have revised the consensus EPS estimate for the quarter down by 3.7% over the last 30 days, indicating a collective reevaluation of initial estimates [1][2]. Key Metrics Forecast - Analysts predict various throughput metrics for Western Midstream's natural gas and crude oil assets, which are essential for understanding the company's operational performance: - 'Throughput for natural-gas assets per day - Delaware Basin' is projected to reach a certain figure, compared to last year's estimate [6]. - 'Throughput for produced-water assets per day - Delaware Basin' is estimated at 2,379.05 thousand barrels of oil, up from 1,216.00 thousand barrels of oil last year [6]. - 'Throughput for crude-oil and NGLs assets per day - Delaware Basin' is expected to be 253.92 thousand barrels of oil, slightly down from 260.00 thousand barrels of oil reported last year [7]. - 'Throughput for crude-oil and NGLs assets per day - DJ Basin' is forecasted at 104.18 thousand barrels of oil, up from 102.00 thousand barrels of oil last year [8]. - 'Throughput for crude-oil and NGLs assets per day - Other' is expected to reach 40.24 thousand barrels of oil, compared to 34.00 thousand barrels of oil last year [9]. Stock Performance - Over the past month, Western Midstream shares have gained 0.5%, contrasting with the Zacks S&P 500 composite's decline of 0.3%, indicating a performance that aligns with the overall market [10].

Core Viewpoint - Analysts expect Garmin (GRMN) to report quarterly earnings of $2.39 per share, reflecting a year-over-year decline of 0.8%, with revenues projected at $2.01 billion, an increase of 10.4% from the previous year [1] Earnings Estimates - There have been no revisions in the consensus EPS estimate for the quarter over the last 30 days, indicating stability in analysts' forecasts [1][2] Revenue Projections - Analysts predict 'Net Sales- Marine' to be $297.28 million, up 18.3% year-over-year [4] - 'Net Sales- Aviation' is expected to reach $254.95 million, reflecting a 7.6% increase [4] - 'Net Sales- Fitness' is forecasted at $702.38 million, indicating a significant growth of 30.2% [4] - 'Net Sales- Outdoor' is estimated at $601.92 million, down 4.4% year-over-year [5] - 'Net Sales- Auto OEM' is projected at $156.13 million, a decrease of 5.8% from the prior year [5] Operating Income Estimates - 'Operating income (loss)- Outdoor' is estimated at $218.16 million, down from $251.32 million in the same quarter last year [5] - 'Operating income (loss)- Fitness' is forecasted at $199.75 million, compared to $159.16 million a year ago [6] - 'Operating income (loss)- Marine' is expected to reach $60.74 million, up from $50.59 million in the previous year [6] Gross Profit Estimates - 'Gross profit- Fitness' is projected at $398.13 million, compared to $308.63 million last year [7] - 'Gross profit- Marine' is expected to be $166.84 million, up from $144.66 million a year ago [7] - 'Gross profit- Aviation' is forecasted at $190.64 million, compared to $178.38 million last year [8] - 'Gross profit- Outdoor' is estimated at $387.13 million, down from $420.76 million in the same quarter last year [8] Stock Performance - Over the past month, Garmin shares have returned -2.3%, while the Zacks S&P 500 composite has seen a -0.3% change [8]

Core Viewpoint - Expand Energy (EXE) is expected to report a significant increase in quarterly earnings and revenues, indicating strong business performance and positive market sentiment [1]. Earnings and Revenue Estimates - Analysts forecast quarterly earnings of $1.88 per share, reflecting a year-over-year increase of 241.8% [1]. - Anticipated revenues are projected to reach $2.25 billion, showing a 40.9% increase compared to the same quarter last year [1]. - The consensus EPS estimate has been revised 2.8% higher over the last 30 days, indicating a positive reevaluation by analysts [2]. Production Metrics - Analysts project 'Total Daily Production - Oil' to reach 16.72 thousand barrels per day, up from 12.00 thousand barrels per day year-over-year [5]. - The average prediction for 'Total Daily Production - NGL' is 83.74 thousand barrels per day, slightly down from 85.00 thousand barrels per day year-over-year [5]. - The 'Total Daily Production' estimate is currently under review, with comparisons to last year's figures pending [7]. Pricing Metrics - The 'Average Sales Price - NGL' is expected to be $23 per barrel, down from $27 per barrel year-over-year [6]. - Analysts estimate the 'Average Sales Price - Oil' to be $49 per barrel, compared to $60 per barrel in the previous year [6]. Market Performance - Over the past month, shares of Expand Energy have returned +1.9%, contrasting with the Zacks S&P 500 composite's -0.3% change [7]. - Currently, EXE holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [7].

Core Insights - Safehold (SAFE) reported revenue of $97.87 million for Q4 2025, marking a 6.5% year-over-year increase and a slight surprise of +0.03% over the Zacks Consensus Estimate of $97.84 million [1] - The company's EPS for the same quarter was $0.42, compared to $0.36 a year ago, although it represented a -0.78% surprise against the consensus estimate of $0.42 [1] Financial Performance Metrics - Operating lease income was reported at $16.99 million, slightly above the two-analyst average estimate of $16.9 million, reflecting a year-over-year increase of +1.6% [4] - Other income reached $4.44 million, exceeding the estimated $4.15 million, with an 8.4% increase compared to the previous year [4] - Interest income from sales-type leases was $73.34 million, below the average estimate of $75.64 million, but still showing a +6.8% year-over-year change [4] - Diluted net income per share was $0.39, compared to the estimated $0.43, indicating a shortfall against analyst expectations [4] Stock Performance - Over the past month, Safehold's shares have returned +5.7%, contrasting with a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), suggesting potential for outperformance in the near term [3]

Core Viewpoint - Analysts project that Valmont Industries (VMI) will report quarterly earnings of $4.95 per share, reflecting a year-over-year increase of 28.9%, with revenues expected to reach $1.05 billion, a 0.9% increase from the same quarter last year [1] Group 1: Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating a reassessment by covering analysts [1] - Changes in earnings estimates are crucial for predicting investor reactions to the stock, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock performance [2] Group 2: Key Metrics Projections - Analysts expect 'Net Sales- Agriculture' to be $230.21 million, indicating a decrease of 16.7% from the prior-year quarter [4] - 'Total Sales- Infrastructure' is projected to be $820.69 million, reflecting an increase of 7.5% from the prior-year quarter [4] - 'Total Sales- Agriculture' is expected to be $227.72 million, indicating a decrease of 18.1% from the prior-year quarter [4] - The consensus for 'Net Sales- Infrastructure' is $818.97 million, suggesting a year-over-year increase of 7.6% [5] Group 3: Stock Performance - Valmont shares have increased by 9% over the past month, compared to a -0.3% change in the Zacks S&P 500 composite [5] - With a Zacks Rank 2 (Buy), VMI is anticipated to outperform the overall market in the near future [5]