Company Performance - Third Coast Bancshares, Inc. (TCBX) has seen a stock increase of 9.9% over the past month, reaching a 52-week high of $43.74 [1] - Year-to-date, TCBX has gained 12.2%, outperforming the Zacks Finance sector's 0.5% gain and the Zacks Banks - Southeast industry's 9.5% return [1] Earnings and Revenue Expectations - The company has a strong record of positive earnings surprises, not missing earnings consensus estimates in the last four quarters [2] - For the current fiscal year, TCBX is expected to post earnings of $4 per share on revenues of $249.2 million, reflecting a 5.54% change in EPS and a 19.31% change in revenues [3] - For the next fiscal year, earnings are projected to be $4.56 per share on revenues of $277.15 million, indicating year-over-year changes of 14% and 11.22%, respectively [3] Valuation Metrics - TCBX currently trades at 10.7X current fiscal year EPS estimates, below the peer industry average of 11.3X [7] - On a trailing cash flow basis, the stock trades at 14.4X compared to the peer group's average of 12.8X, suggesting it is not in the top tier from a value perspective [7] Zacks Rank and Style Scores - TCBX holds a Zacks Rank of 1 (Strong Buy) due to a solid earnings estimate revision trend [8] - The company has a Value Score of B, a Growth Score of C, and a Momentum Score of F, resulting in a combined VGM Score of B [6] Industry Comparison - The Banks - Southeast industry is in the top 16% of all industries, indicating favorable conditions for TCBX and its peers [12] - Origin Bancorp, Inc. (OBK), a peer, has a Zacks Rank of 2 (Buy) and has shown strong earnings performance, beating consensus estimates by 7.95% [10][11]

Core Insights - Lyft (LYFT) is set to report its fourth-quarter 2025 results on February 10, 2026, with earnings per share (EPS) estimated at 32 cents, reflecting a 6.67% increase from the previous year, and revenues projected at $1.76 billion, indicating a 13.6% year-over-year growth [1][8]. Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for LYFT's fourth-quarter 2025 earnings has remained unchanged over the past 60 days at 32 cents per share, suggesting stability in expectations [1]. - The consensus for sales is currently pegged at $1.76 billion, which implies a 13.6% increase from the year-ago actual [1][8]. Group 2: Performance Drivers - Lyft's anticipated performance in the upcoming quarter is expected to be bolstered by an increase in total revenues, driven by a rise in active riders, estimated at 29.5 million, reflecting a 19.6% increase from the previous year [3]. - An increase in gross bookings, estimated at $5.08 billion, suggests an 18.7% growth compared to the fourth quarter of 2024, which may also contribute positively to the results [4]. Group 3: Historical Performance - Lyft has outperformed the Zacks Consensus Estimate in three of the last four quarters, with an average earnings beat of 1.17% [2]. - In the third quarter of 2025, Lyft reported earnings of 26 cents per share, which fell short of the consensus estimate of 30 cents, marking a 10.3% decline year-over-year, while revenues of $1.68 billion also missed expectations but showed an 11% increase year-over-year [6].

分组1 - Graham reported quarterly earnings of $0.31 per share, exceeding the Zacks Consensus Estimate of $0.17 per share, and showing an increase from $0.18 per share a year ago, resulting in an earnings surprise of +78.88% [1] - The company achieved revenues of $56.7 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 10.37%, compared to $47.04 million in the same quarter last year [2] - Graham has outperformed the S&P 500, with shares increasing by about 14.8% since the beginning of the year, while the S&P 500 has declined by 0.7% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.38 on revenues of $63.49 million, and for the current fiscal year, it is $1.29 on revenues of $236.2 million [7] - The Manufacturing - General Industrial industry, to which Graham belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

分组1 - Post Holdings reported quarterly earnings of $2.13 per share, exceeding the Zacks Consensus Estimate of $1.66 per share, and up from $1.73 per share a year ago, representing an earnings surprise of +28.57% [1] - The company achieved revenues of $2.17 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.46%, and an increase from $1.97 billion year-over-year [2] - Post Holdings has outperformed the S&P 500 with a share price increase of about 5.5% since the beginning of the year, compared to the S&P 500's gain of 0.5% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $1.80 on revenues of $2.09 billion, and for the current fiscal year, it is $7.01 on revenues of $8.4 billion [7] - The Zacks Industry Rank indicates that the Food - Miscellaneous sector is currently in the bottom 32% of over 250 Zacks industries, suggesting potential underperformance compared to higher-ranked industries [8]

Core Viewpoint - Cousins Properties reported quarterly funds from operations (FFO) of $0.71 per share, matching the Zacks Consensus Estimate and showing an increase from $0.69 per share a year ago [1] - The company also posted revenues of $253.34 million for the quarter, exceeding the Zacks Consensus Estimate by 0.49% and up from $220.22 million year-over-year [2] Financial Performance - The FFO of $0.71 per share is consistent with the previous quarter's expectations, where it was anticipated to be $0.69 per share [1] - Over the last four quarters, Cousins Properties has surpassed consensus FFO estimates only once [1] - The company has exceeded consensus revenue estimates three times in the last four quarters [2] Market Performance - Cousins Properties shares have increased by approximately 0.8% since the beginning of the year, compared to a 0.5% gain in the S&P 500 [3] - The stock's future price movement will largely depend on management's commentary during the earnings call [3] Future Outlook - The current consensus FFO estimate for the upcoming quarter is $0.71, with projected revenues of $251.73 million, and for the current fiscal year, the estimate is $2.92 on $1.02 billion in revenues [7] - The estimate revisions trend for Cousins Properties was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The REIT and Equity Trust - Other industry, to which Cousins Properties belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, suggesting potential challenges ahead [8]

分组1 - Illumina reported quarterly earnings of $1.35 per share, exceeding the Zacks Consensus Estimate of $1.26 per share, and showing an increase from $0.86 per share a year ago, resulting in an earnings surprise of +7.42% [1] - The company achieved revenues of $1.16 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.35% and increasing from $1.1 billion year-over-year [2] - Illumina has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has gained approximately 2.3% since the beginning of the year, outperforming the S&P 500, which has gained 0.5% [3] - The future performance of Illumina's stock will depend on management's commentary during the earnings call and the earnings outlook for upcoming quarters [4][6] - The current consensus EPS estimate for the next quarter is $1.11 on revenues of $1.07 billion, and for the current fiscal year, it is $5.08 on revenues of $4.44 billion [7] 分组3 - The Medical - Biomedical and Genetics industry, to which Illumina belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable outlook for the sector [8] - The correlation between near-term stock movements and earnings estimate revisions is strong, indicating that tracking these revisions can be beneficial for investors [5]

分组1 - Phillips Edison & Company reported quarterly funds from operations (FFO) of $0.66 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.62 per share a year ago, with a surprise of +0.73% [1] - The company achieved revenues of $187.86 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 0.73%, and up from $173.05 million year-over-year [2] - The stock has gained approximately 4.6% since the beginning of the year, outperforming the S&P 500, which has gained 0.5% [3] 分组2 - The current consensus FFO estimate for the upcoming quarter is $0.67 on revenues of $187.27 million, and for the current fiscal year, it is $2.74 on revenues of $765.76 million [7] - The REIT and Equity Trust - Retail industry, to which Phillips Edison & Company belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook [8] - The estimate revisions trend for Phillips Edison & Company was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting expected outperformance in the near future [6]

Core Viewpoint - Encompass Health (EHC) reported quarterly earnings of $1.46 per share, exceeding the Zacks Consensus Estimate of $1.29 per share, and showing an increase from $1.17 per share a year ago, indicating a positive earnings surprise of +12.95% [1] Financial Performance - The company achieved revenues of $1.54 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.23% and up from $1.41 billion year-over-year [2] - Over the last four quarters, Encompass Health has consistently exceeded consensus EPS estimates and revenue estimates [2] Stock Performance - Encompass Health shares have declined approximately 9.9% since the beginning of the year, contrasting with the S&P 500's gain of 0.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.50 on revenues of $1.58 billion, and for the current fiscal year, it is $5.81 on revenues of $6.44 billion [7] - The trend of earnings estimate revisions for Encompass Health was mixed prior to the earnings release, which may influence future stock performance [6] Industry Context - The Medical - Outpatient and Home Healthcare industry, to which Encompass Health belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, suggesting potential challenges ahead [8]

分组1 - Gold.com reported quarterly earnings of $0.91 per share, exceeding the Zacks Consensus Estimate of $0.70 per share, and showing an increase from $0.55 per share a year ago, resulting in an earnings surprise of +30.00% [1] - The company achieved revenues of $6.48 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 121.20%, compared to year-ago revenues of $2.74 billion [2] - Gold.com shares have increased approximately 51.2% since the beginning of the year, significantly outperforming the S&P 500's gain of 0.5% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.83 on revenues of $3.03 billion, and for the current fiscal year, it is $2.80 on revenues of $12.66 billion [7] - The Zacks Industry Rank for Financial - Miscellaneous Services is in the top 33% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

分组1 - Ventas reported quarterly funds from operations (FFO) of $0.89 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.81 per share a year ago, with a surprise of +0.38% [1] - The company achieved revenues of $1.57 billion for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 4.68%, compared to $1.29 billion in the same quarter last year [2] - Ventas has consistently surpassed consensus FFO and revenue estimates over the last four quarters [2] 分组2 - The stock's immediate price movement will depend on management's commentary during the earnings call and future FFO expectations [3] - The current consensus FFO estimate for the upcoming quarter is $0.89 on revenues of $1.51 billion, and for the current fiscal year, it is $3.74 on revenues of $6.16 billion [7] - The Zacks Industry Rank indicates that the REIT and Equity Trust - Other sector is currently in the bottom 28% of over 250 Zacks industries, which may negatively impact stock performance [8]