Core Insights - DoorDash reported fourth quarter results that slightly missed Wall Street's expectations on both revenue and earnings per share, but total orders exceeded forecasts [1][2] Financial Performance - Earnings per share for the fourth quarter were $0.48, compared to the expected $0.55 [1] - Revenue grew 28% year over year to $3.96 billion, slightly below the nearly $4 billion forecasted by Wall Street [2] - Adjusted EBITDA reached $780 million, up 38% year over year and nearly $5 million above estimates [1] Order Metrics - Total orders increased by 32% to 903 million, surpassing the anticipated 888 million [2] - Marketplace Gross Order Value (GOV) was $29.7 billion, exceeding the expected $29.1 billion, driven by new customer growth and increased order rates in the US restaurant category [3] Future Guidance - For the first quarter of 2026, DoorDash expects marketplace GOV to be between $31.0 billion and $31.8 billion, above the Street's forecast of $30.75 billion [4] - Adjusted EBITDA for the first quarter is projected to be between $675 million and $775 million, which is below the Street's prediction of $800 million [4] Stock Performance - Following the results, DoorDash's stock fell as much as 8%, and shares had already lost about 20% year-to-date through Wednesday's close [3]

Core Insights - PPL Corporation reported fourth-quarter 2025 operating earnings per share (EPS) of 41 cents, missing the Zacks Consensus Estimate of 42 cents by 2.4% [1]. - On a GAAP basis, EPS was 36 cents, up from 24 cents in the year-ago quarter, with a difference attributed to special items impacting earnings by 5 cents [1]. Financial Performance - Operating EPS for 2025 was $1.81, reflecting a 7.1% increase from $1.69 in 2024 [2]. - Total revenues for Q4 were $2.27 billion, falling short of the Zacks Consensus Estimate of $2.34 billion by 2.7%, but up 2.8% from $2.21 billion in the previous year [3]. - For the full year 2025, revenues totaled $9.04 billion, compared to $8.46 billion in 2024 [3]. Operational Highlights - In Q4, PPL sold 16,487 gigawatt hours (GWh) of electricity, marking a 4% year-over-year increase [4]. - Total operating expenses were $1.8 billion, down 2% from $1.83 billion in the year-ago quarter, primarily due to reduced energy purchases [4]. - Operating income reached $476 million, a 26.3% increase from $377 million in the previous year [4]. Segment Performance - Pennsylvania Regulated segment reported adjusted EPS of 21 cents, up 5% from 20 cents year-over-year, driven by increased transmission revenues and lower operating costs [6]. - Kentucky Regulated segment's adjusted EPS was 19 cents, compared to 17 cents in the prior year, benefiting from higher sales volumes and capital investments [7]. - Rhode Island Regulated segment's adjusted EPS was 3 cents, a 50% increase from 2 cents year-over-year [7]. - The Corporate and Other segment incurred a loss of 2 cents per share, an improvement from a loss of 5 cents in the year-ago quarter [7]. Financial Position - As of December 31, 2025, PPL had cash and cash equivalents of $1.07 billion, up from $0.31 billion a year earlier [8]. - Long-term debt stood at $17.99 billion, an increase from $15.95 billion as of December 31, 2024 [10]. - Net cash provided by operating activities in 2025 was $2.63 billion, compared to $2.34 billion in the previous year [10]. Future Guidance - PPL expects 2026 earnings to be in the range of $1.90 to $1.98 per share, with the Zacks Consensus Estimate at $1.95 [11]. - The company anticipates a long-term annual earnings growth rate of 6-8% through 2029 [11]. - PPL has raised its planned infrastructure investments to $23 billion for 2026-2029, up from the previous plan of $20 billion for 2025-2028 [11]. Market Position - PPL currently holds a Zacks Rank 2 (Buy) [12].

Key Takeaways Western Union's Q4 EPS rose 12.5% to 45 cents, beating estimates despite a 5% revenue decline.WU's operating margin expanded 300 bps to 20% as total expenses fell 6% year over year.WU sees 6%-9% revenue growth in 2026 and adjusted EPS of $1.75-$1.85.The Western Union Company (WU) reported fourth-quarter 2025 adjusted earnings per share (EPS) of 45 cents, which surpassed the Zacks Consensus Estimate by 4.3%. The bottom line grew 12.5% year over year.Total revenues were $1 billion, which fell 5% ...

Core Insights - Floor & Decor Holdings, Inc. (FND) reported mixed fourth-quarter fiscal 2025 results, with net sales falling short of estimates while earnings exceeded expectations. Year-over-year earnings declined, but net sales showed growth [1][3]. Financial Performance - Earnings per share (EPS) for the quarter was 36 cents, beating the consensus estimate of 35 cents but down 18.2% from the previous year [3]. - Net sales increased by 2% year-over-year to $1,129.7 million, missing the Zacks Consensus Estimate of $1,136 million [3]. - Comparable store sales decreased by 4.8%, attributed to weaker existing home sales activity [3]. Margin and Expenses - Gross margin remained stable at 43.5%, supported by favorable product margins and disciplined pricing, despite higher distribution costs and early tariff impacts [4]. - Selling, General and Administrative (SG&A) expenses increased as a percentage of sales, reaching 38.9%, primarily due to new store openings and weaker comparable store sales [5]. Operating Income and EBITDA - Operating income for the quarter was $51.9 million, a decline of 12.3% from $59.2 million in the same quarter of fiscal 2024, with an operating margin contraction of 80 basis points to 4.6% [6]. - Adjusted EBITDA for the quarter was $119.4 million, a slight decrease of 0.3% from $119.8 million in the previous year [6]. Financial Position - At the end of fiscal 2025, the company had cash and cash equivalents of $249.3 million, a term loan of $193.6 million, and shareholders' equity of $2.41 billion [7]. - The company generated $381.8 million in net cash from operations during fiscal 2025 [7]. Future Outlook - For fiscal 2026, Floor & Decor expects net sales between $4.88 billion and $5.03 billion, with comparable store sales projected to range from a negative 2% to 1% growth [8]. - The company plans to open 20 new warehouse-format stores as part of its long-term growth strategy [8]. - EPS for 2026 is projected to be between $1.98 and $2.18, with adjusted EBITDA anticipated to be between $560 million and $590 million [9]. Capital Expenditures - Planned capital expenditures for the upcoming year are between $250 million and $300 million, reflecting ongoing investments in new stores and infrastructure [11].

Core Insights - Live Nation Entertainment, Inc. (LYV) reported fourth-quarter 2025 results with earnings and revenues exceeding the Zacks Consensus Estimate, showing a year-over-year revenue increase but a decline in earnings compared to the prior year [1][4]. Financial Performance - The company reported an adjusted loss per share of $1.06, which was narrower than the expected loss of $1.08, compared to an adjusted earnings per share of 56 cents in the same quarter last year [4]. - Revenues reached $6.31 billion, surpassing the consensus estimate of $6.07 billion, marking an 11% increase year over year [4]. Segment Performance - **Concerts**: Revenues totaled $5.15 billion, up 12% year over year, with an adjusted operating loss of $192.3 million, an improvement from a loss of $213.2 million in the prior-year quarter [5]. - **Ticketing**: Revenues amounted to $846.2 million, a 1% increase from the previous year, with adjusted operating income of $305.3 million, down 2% from $311.2 million [5]. - **Sponsorship & Advertising**: Revenues reached $329.9 million, up 17% year over year, with adjusted operating income increasing by 24% to $168.6 million [6]. Cash and Debt Position - As of December 31, 2025, cash and cash equivalents totaled $7.09 billion, up from $6.1 billion a year earlier. Goodwill increased to $2.89 billion from $2.62 billion, while net long-term debt rose to $7.61 billion from $6.18 billion [7]. Annual Financial Highlights - For the full year 2025, revenues increased by 9% to $25.2 billion, with operating income surging 52% to $1.3 billion. Adjusted operating income rose 10% to $2.4 billion [9]. - Concerts remained the primary growth driver, with a record adjusted operating income of $687 million and margins of 3.3%. Global attendance increased by 5% to 159 million fans [10]. 2026 Outlook - Venue Nation is expected to host over 70 million fans in 2026, indicating high-single- to low-double-digit growth year over year. New venues are projected to add 5 to 7 million fans annually once fully operational [11]. - Planned capital expenditures for 2026 are estimated between $1.1 billion and $1.2 billion, with significant allocations for venue development and upgrades [13].

A month has gone by since the last earnings report for BankUnited, Inc. (BKU) . Shares have lost about 2.5% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is BankUnited due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for BankUnited, Inc. before we dive into how investors and analysts have reacted a ...

A month has gone by since the last earnings report for Johnson & Johnson (JNJ) . Shares have added about 13% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Johnson & Johnson due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Johnson & Johnson before we dive into how investors and analysts ...

A month has gone by since the last earnings report for Citizens Financial Group (CFG) . Shares have added about 0.5% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Citizens Financial Group due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Citizens Financial Group, Inc. before we dive into ...

Core Insights - Pediatrix Medical Group, Inc. reported fourth-quarter 2025 adjusted EPS of 50 cents, missing the Zacks Consensus Estimate by 4.9%, with a year-over-year decline of 2% [1] - Net revenues for the quarter decreased by 1.7% year over year to $493.8 million, slightly exceeding the Zacks Consensus Estimate by 0.5% [1] Financial Performance - Full-year 2025 net revenues totaled $1.9 billion, a decline of 4.9% year over year, aligning with the Zacks Consensus Estimate [5] - Adjusted EPS for the full year was $2.04, reflecting a 35.1% increase year over year, but missing the Zacks Consensus Estimate of $2.07 [5] - Full-year adjusted EBITDA was $275.6 million, up 23% year over year, while total operating expenses decreased by 18.1% to $1.7 billion [6] Revenue and Expense Analysis - Same-unit revenues increased by 4% year over year in Q4 2025, falling short of the growth estimate and Zacks Consensus Estimate of 6.8% [7] - Same-unit revenues from net reimbursement-related factors grew by 6.7% year over year, driven by improved patient acuity and favorable collection activity, exceeding both the Zacks Consensus Estimate and internal model estimates [8] - Total operating expenses for Q4 were $445 million, down 3.9% year over year, but higher than the estimated $415.4 million [10] Cash Flow and Share Repurchase - As of December 31, 2025, Pediatrix Medical had cash and cash equivalents of $375.2 million, up from $229.9 million a year prior, with no outstanding borrowings on its revolving credit facility [12] - The company repurchased 4.1 million shares for $83.8 million during 2025, with $166.2 million remaining available in the buyback program [14] 2026 Outlook - Management projects adjusted EBITDA for 2026 to be between $280 million and $300 million, with net income estimated between $155.1 million and $169.7 million [15] - Interest expenses are forecasted at $34 million, with income tax expenses expected to range from $57.4 million to $62.8 million [15]

Epam (EPAM) reported $1.41 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 12.8%. EPS of $3.26 for the same period compares to $2.84 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.39 billion, representing a surprise of +1.08%. The company delivered an EPS surprise of +3.17%, with the consensus EPS estimate being $3.16.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how th ...