Core Insights - ONEOK Inc. (OKE) reported fourth-quarter 2025 operating earnings per share (EPS) of $1.55, exceeding the Zacks Consensus Estimate of $1.48 by 4.73%, but down 1.27% from $1.57 in the same quarter last year [1] - For the full year 2025, OKE's EPS was $5.42, a 5.22% increase from $5.17 in 2024 [1] Revenue Performance - Operating revenues for Q4 2025 totaled $9.07 billion, missing the Zacks Consensus Estimate of $9.49 billion by 4.50%, but up 29.5% from $7.0 billion in Q4 2024 [2] - Total revenues for 2025 reached $33.63 billion, a significant increase of 54.99% compared to $21.7 billion in 2024 [2] Earnings and Financial Metrics - Adjusted EBITDA for the quarter was $2.15 billion, reflecting a year-over-year decrease of 1.33% [3] - Operating income was reported at $1.53 billion, down 2.30% from $1.57 billion in the previous year [3] - Interest expenses increased to $453 million, up 1.12% from $448 million in the prior year [3] - Natural gas processed reached 5,706 million cubic feet per day (MMcf/d), a substantial increase of 143.64% year over year [3] Capacity and Debt - Natural gas transportation capacity contracted to 7,509 million dekatherms per day (MDth/d), a decrease of 10.55% year over year [4] - As of December 31, 2025, cash and cash equivalents were $78 million, down from $733 million a year earlier [5] - Long-term debt totaled $30.76 billion, a slight decrease from $31.02 billion as of December 31, 2024 [5] - Cash provided by operating activities for 2025 was $5.59 billion, compared to $4.89 billion in 2024 [5] 2026 Guidance - ONEOK anticipates consolidated net income for 2026 to be between $3.19 billion and $3.71 billion, with adjusted EBITDA expected in the range of $7.9 billion to $8.30 billion [6] - EPS for 2026 is projected to be between $5.04 and $5.87 [6] - Capital expenditure is expected to be in the range of $2.7 billion to $3.2 billion [6][7]

Core Insights - Supernus Pharmaceuticals reported $211.57 million in revenue for Q4 2025, marking a 21.5% year-over-year increase and exceeding the Zacks Consensus Estimate by 7.57% [1] - The company's EPS for the same quarter was $0.92, a significant increase from $0.75 a year ago, resulting in an EPS surprise of 228.57% compared to the consensus estimate of $0.28 [1] Revenue Performance - Trokendi XR generated $8.4 million in net product sales, below the average estimate of $5.81 million, reflecting a year-over-year decline of 43.2% [4] - Oxtellar XR reported $6.8 million in net product sales, surpassing the average estimate of $5.75 million, but showing a year-over-year decrease of 48.5% [4] - APOKYN achieved $9.6 million in net product sales, slightly below the average estimate of $9.93 million, with a year-over-year decline of 52.2% [4] - Qelbree's net product sales were $81 million, below the average estimate of $87.72 million, but showing an 8.9% year-over-year increase [4] - Collaboration revenue from ZURZUVAE was $32.8 million, exceeding the average estimate of $28.05 million [4] - Total net product sales amounted to $158.1 million, below the average estimate of $193.42 million, representing a year-over-year decline of 5% [4] - Royalty, licensing, and other revenues reached $20.7 million, significantly above the average estimate of $3.25 million, with a year-over-year increase of 166.6% [4] - ONAPGO net product sales were $8.9 million, exceeding the average estimate of $6.1 million [4] - GOCOVRI generated $38.6 million in net product sales, slightly below the average estimate of $42.64 million, with a year-over-year increase of 4.6% [4] Stock Performance - Supernus shares have returned +3.1% over the past month, contrasting with a -1% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Alcon reported $2.7 billion in revenue for Q4 2025, marking a year-over-year increase of 9.1% and an EPS of $0.78, up from $0.72 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate by 0.2%, while the EPS also missed the consensus estimate by 0.76% [1] Financial Performance Metrics - Total Surgical Equipment/Other net sales were $277 million, a 21% increase year-over-year, but slightly below the average estimate of $277.54 million [4] - Total Surgical Implantables net sales reached $474 million, reflecting a 4% year-over-year increase, but below the estimated $482.1 million [4] - Total Surgical net sales amounted to $1.55 billion, an 8.6% year-over-year increase, slightly under the average estimate of $1.56 billion [4] - Total Vision Care net sales were $1.16 billion, a 9.8% increase year-over-year, exceeding the average estimate of $1.15 billion [4] - Total Surgical Consumables net sales were $794 million, a 7.6% year-over-year increase, just below the average estimate of $796.13 million [4] - Total Vision Care Contact Lenses net sales were $683 million, a 7.1% increase year-over-year, slightly below the average estimate of $687.14 million [4] - Total Vision Care Ocular Health net sales reached $474 million, a 13.9% year-over-year increase, surpassing the average estimate of $462.7 million [4] - Other revenues were reported at $16 million, a significant decline of 36% year-over-year, and below the estimated $26.18 million [4] - Overall net sales matched the average estimate of $2.7 billion [4] Stock Performance - Alcon shares have returned +2.6% over the past month, outperforming the Zacks S&P 500 composite, which saw a -1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Financial Performance - For the quarter ended January 2026, HP reported revenue of $14.44 billion, a 6.9% increase year-over-year, and EPS of $0.81, up from $0.74 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $14.26 billion by 1.22%, and the EPS also surpassed the consensus estimate of $0.77 by 4.65% [1] Key Metrics - Personal Systems revenue was $10.25 billion, a year-over-year increase of 11.1%, but below the average estimate of $10.39 billion [4] - Commercial Personal Systems revenue was $7.25 billion, a 9.2% increase year-over-year, but below the average estimate of $7.43 billion [4] - Consumer Personal Systems revenue reached $3 billion, exceeding the estimated $2.96 billion, with a year-over-year growth of 16.3% [4] - Printing revenue totaled $4.19 billion, slightly above the average estimate of $4.14 billion, but represented a year-over-year decline of 1.9% [4] Operational Earnings - Earnings from operations in Personal Systems were $511 million, below the average estimate of $568.76 million [4] - Corporate Investments reported a loss of $24 million, significantly better than the estimated loss of $155.43 million [4] - Earnings from operations in Printing were $765 million, slightly above the average estimate of $759.07 million [4] Stock Performance - HP shares have returned -5.7% over the past month, compared to a -1% 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]

For the quarter ended December 2025, Realty Income Corp. (O) reported revenue of $1.49 billion, up 11% over the same period last year. EPS came in at $1.08, compared to $0.23 in the year-ago quarter.The reported revenue represents a surprise of +1.59% over the Zacks Consensus Estimate of $1.46 billion. With the consensus EPS estimate being $1.08, the EPS surprise was +0.2%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine t ...

Here's a look at the details from the report   FSLR stock is moving. Watch the price action here.The Details: First Solar reported quarterly earnings of $4.84 per share, which missed the consensus estimate of $5.14.Quarterly sales of $1.68 billion, which beat the Street estimate of $1.56 billion and was up from $1.51 billion in the same period last year. First Solar said the increase was driven by an increase in the volume of modules sold in the fourth quarter.Net sales for the full year 2025 were $5.2 bill ...

Key Takeaways FIS reported Q4 EPS of $1.68, missing estimates, despite 8.2% revenue growth.Banking Solutions revenue climbed 9%, with margin up 132 bps on recurring revenue growth.FIS guides 2026 EPS of $6.22-$6.32, up from $5.57, with revenue seen at $13.77-$13.85B.Fidelity National Information Services, Inc. (FIS) reported fourth-quarter 2025 adjusted earnings per share (EPS) of $1.68, which missed the Zacks Consensus Estimate by 0.7%. The bottom line advanced 20% year over year.Revenues amounted to $2.8 ...

Financial Data and Key Metrics Changes - Revenues for Q4 2025 were $334 million, with a gross profit of $51 million and a net income of $8 million, marking the highest fourth quarter since 2013 [7] - Full year revenues reached $1.3 billion, with a gross profit of $159 million and a net income of $31 million, generating an adjusted EBITDA of $272 million [8] - Positive operating cash flow of $113 million for Q4 and $137 million for the full year, resulting in positive free cash flow of $107 million and $120 million respectively [7][8] Business Line Data and Key Metrics Changes - The robotics segment had a strong year, operating six vessels and achieving high utilization rates, particularly in trenching and ROV support [11][12] - The well intervention segment in the Gulf of America saw high utilization from the Q5000, while the Q4000 experienced lower rates due to gaps in the schedule [10] - The shallow water abandonment business had a seasonal low in Q4, but the EPIC Hedron heavy lift barge achieved 92% utilization [15] Market Data and Key Metrics Changes - The Gulf of America Shelf showed improved results with good late-season utilization [8] - The North Sea market is expected to improve in 2026, with a shift towards decommissioning projects [41] - The APAC market is anticipated to be softer in 2026, with trenching projects planned in Taiwan [26] Company Strategy and Development Direction - The company is focused on maintaining a strong balance sheet and is considering M&A opportunities as well as capital investments to enhance shareholder value [35][69] - There is a strategic shift towards becoming a solutions provider rather than just a service provider, with geographic expansion being a key focus [69] - The company anticipates a multi-year recovery in the market, particularly in the well intervention and robotics segments [25][32] Management's Comments on Operating Environment and Future Outlook - Management noted conflicting signals in the market, with a strong backlog but an uncertain macroeconomic environment [19] - Despite challenges, there is optimism for improved market conditions in late 2026 and into 2027, particularly in the renewables sector [19][20] - The company expects EBITDA reductions in 2026 due to specific events but remains positive about overall performance [20][21] Other Important Information - The company ended the year with $445 million in cash and $554 million in liquidity, with total funded debt of $315 million [9][18] - The CEO announced plans to retire, with a focus on ensuring a smooth transition for the new leadership [16] Q&A Session Summary Question: Cash on the balance sheet and M&A opportunities - Management is assessing actionable opportunities for M&A while considering share repurchases, with collaboration among the board and incoming CEO [38][39] Question: North Sea market outlook - Improved activity is expected in 2026, with a focus on decommissioning projects and strong utilization for the Seawell and Well Enhancer [40][41] Question: Robotics revenue guidance - Robotics revenue is expected to remain flat, with trenching activity anticipated to increase, particularly in the North Sea [48][49] Question: Q1 EBITDA expectations - Q1 is expected to be impacted by the Thunderhawk workover expense, with historical performance indicating it is typically the lowest quarter [51][52] Question: Q7000 utilization and intervention market in Brazil - The intervention market in Brazil is strong, with long-term contracts in place, and potential gaps in utilization may lead to opportunities in West Africa [57] Question: Competitive environment in well intervention - Increased competition is noted in the shallow water market, with expectations for a stronger 2027 as operators shift back to intervention work [60][63]

Keurig Dr Pepper, Inc (KDP) reported $4.5 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 10.5%. EPS of $0.60 for the same period compares to $0.58 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $4.36 billion, representing a surprise of +3.13%. The company delivered an EPS surprise of +1.45%, with the consensus EPS estimate being $0.59.While investors closely watch year-over-year changes in headline numbers -- revenue and earning ...

Core Viewpoint - Trican Well Service reported stronger Q4 2025 results compared to the previous year, driven by increased activity levels and the full quarter contribution from the Iron Horse acquisition [1] Financial Results and Cash Flow - Revenue in Q4 2025 increased to CAD 322.7 million, up from CAD 275.5 million in Q4 2024 - Adjusted EBITDA rose to CAD 73.4 million, representing 23% of revenue, compared to CAD 55.6 million or 20% in the prior-year quarter - Adjusted EBITDAS was CAD 75.3 million (23% of revenue), up from CAD 58.6 million (21% of revenue) a year earlier [2] Earnings and Cash Flow - Net earnings were CAD 31.9 million, equating to CAD 0.15 per share on both a basic and fully diluted basis - Free cash flow totaled CAD 46.6 million, defined as EBITDAS less non-discretionary cash expenditures - Capital spending for the quarter was CAD 15.1 million, including CAD 12.8 million for maintenance capital and CAD 2.8 million for upgrade capital [3] Balance Sheet and Shareholder Returns - The company ended the quarter with positive non-cash working capital of CAD 179.2 million - As of December 31, net debt was CAD 79.9 million, primarily related to the Iron Horse acquisition, representing just under a third of a turn of leverage based on trailing twelve-month EBITDAS - Trican repurchased and canceled 1.4 million shares in Q4, totaling 12.1 million shares for the full year at a weighted-average price of approximately CAD 4.4435, representing 6.4% of shares outstanding at the beginning of the year [4][5]