Looking ahead, management guided to 2026 adjusted EPS greater than $3 , which London said implies more than 40% year-over-year growth . She attributed the outlook to three central assumptions: Medicaid margin stability , “significant margin recovery” in Marketplace , and continued improvement toward Medicare Advantage break-even .On a GAAP basis, Centene posted a fourth-quarter diluted loss per share of $2.24 . Asher said the quarter included a $389 million net loss tied to a definitive agreement in the fou ...

INTERNATIONAL TOCONSOLIDATED ADJUSTED EBITDA(In thousands)(Unaudited)Three months endedTwelve months endedDecember 31, 2025December 31, 2024December 31, 2025December 31, 2024Net income attributable to MGM Resorts International$ 293,612$ 157,432$ 205,862$ 746,558Plus: Net income attributable to noncontrolling interests89,16480,484315,010318,050Net income382,776237,916520,8721,064,608Provision (benefit) for income taxes(282,950)(32,232) (240,093)52,457Income before income taxes99,826205,684280,7791,117,065Non ...

First Quarter 2026 Diluted earnings per share (“EPS”) of $1.37 and Adjusted EPS of $1.53BOSTON, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Cabot Corporation (NYSE: CBT) today announced results for its first quarter fiscal year 2026. First Quarter Highlights Diluted EPS of $1.37 and Adjusted EPS of $1.53, which represents a 13% decrease in Adjusted EPS year-over-yearReinforcement Materials segment EBIT of $102 million; down 22% year-over-year driven by lower volumes in the segmentPerformance Chemicals segment EBIT of ...

With a market cap of $9.2 billion, MGM Resorts International (MGM) is a global gaming and entertainment company operating casino resorts and digital gaming platforms across the United States, China, and other international markets. Through segments including Las Vegas Strip Resorts, Regional Operations, MGM China, and MGM Digital, the company offers integrated resort experiences and online gaming services such as sports betting and iGaming via BetMGM. Shares of the Las Vegas, Nevada-based company have la ...

NRG Energy, Inc. (NYSE:NRG) shares are trading lower on Monday after the company disclosed updated 2026 financial guidance. • What should traders watch with NRG?FY26 GuidanceThe company provided adjusted EPS guidance of $7.90–$9.90 (vs. consensus of $9.72) and adjusted net income of $1.685 billion–$2.115 billion. The outlook reflects the completion of its LS Power asset portfolio acquisition on Jan. 30, 2026, reflecting around 11 months of asset ownership.NRG raised its outlook for adjusted EBITDA of $5.325 ...

Key Takeaways DXC posted Q3 earnings of 96 cents per share, topping estimates and rising 4.3% year over year.Quarterly revenues declined 1% to $3.19 billion, hurt by weakness in the CES and GIS segments.DXC now expects adjusted EPS of $3.15 instead of the earlier guidance range of $2.85-$3.35.DXC Technology, Inc. (DXC) reported better-than-expected bottom-line results for the third quarter of fiscal 2026. The company reported non-GAAP earnings of 96 cents per share, which beat the Zacks Consensus Estimate b ...

Company Overview - RTX Corporation (RTX) has a market cap of $269.9 billion and operates in the aerospace and defense sector, serving commercial, military, and government customers through three segments: Collins Aerospace, Pratt & Whitney, and Raytheon [1] Stock Performance - RTX shares have significantly outperformed the broader market over the past 52 weeks, with a 56.5% increase compared to a 16.1% rise in the S&P 500 Index [2] - Year-to-date, RTX stock is up 9.5%, while the S&P 500 has only risen by 1.9% [2] - The stock has also outpaced the State Street Industrial Select Sector SPDR ETF (XLI), which returned 18.8% over the same period [3] Financial Performance - On January 27, RTX reported Q4 2025 adjusted EPS of $1.55 and revenue of $24.24 billion, both exceeding forecasts [4] - The company generated free cash flow of $3.2 billion for Q4 and $7.9 billion for the full year 2025, marking a $3.4 billion increase year-over-year [4] - For 2026, RTX projects adjusted EPS guidance of $6.60 - $6.80 and free cash flow of $8.25 billion - $8.75 billion [4] Analyst Expectations - Analysts expect RTX's adjusted EPS to grow 6% year-over-year to $6.67 for the fiscal year ending in December 2026 [5] - RTX has a strong earnings surprise history, having topped consensus estimates in the last four quarters [5] - Among 22 analysts covering the stock, the consensus rating is a "Moderate Buy," with 13 "Strong Buy" ratings, one "Moderate Buy," and eight "Holds" [5] Price Target - UBS analyst Gavin Parsons raised RTX's price target to $208 while maintaining a "Neutral" rating [6] - The stock is currently trading above the mean price target of $201.86, with a Street-high price target of $230 suggesting a 12.4% potential upside [7]

Core Insights - AT&T reported strong financial performance for Q4 and full-year 2025, meeting or exceeding all consolidated financial guidance, driven by growth in converged fiber and 5G customers [1][2][3] - The company returned over $12 billion to shareholders in 2025 and expects to return an additional $45 billion+ from 2026-2028 [1][2] - AT&T's customer-centric, investment-led strategy has resulted in increased profitability and high customer satisfaction, with 42% of AT&T Fiber households also choosing AT&T for wireless services [1][3] Fourth-Quarter Results - Free cash flow was $4.2 billion, up from $4.0 billion in the previous year [2][3] - Revenues reached $33.5 billion, a 3.6% increase year-over-year, driven by higher mobility and consumer wireline revenues [3][4] - Net income was $4.2 billion, with adjusted EBITDA of $11.2 billion, compared to $10.8 billion in the year-ago quarter [2][3] Full-Year Results - Free cash flow for the full year was $16.6 billion, compared to $15.3 billion in 2024 [2][3] - Total revenues for 2025 were $125.6 billion, up 2.7% from $122.3 billion in 2024 [3][4] - Net income attributable to common stock was $21.9 billion, significantly up from $10.7 billion in the previous year [3][4] Segment Performance - Consumer Wireline fiber revenues increased by 13.6% year-over-year, contributing to strong broadband growth [3][4] - Mobility service revenues grew by 2.4% year-over-year, with 421,000 postpaid phone net adds [2][3] - Business Wireline revenues declined by 7.5% due to pressures on legacy services, partially offset by growth in fiber and advanced connectivity services [4][5] Long-Term Outlook - AT&T anticipates improved growth in adjusted EBITDA and adjusted EPS through 2028, with adjusted EPS expected to be between $2.25 and $2.35 in 2026 [2][3] - The company expects free cash flow to exceed $18 billion in 2026, $19 billion in 2027, and $21 billion in 2028 [2][3] - AT&T plans to maintain its annualized common stock dividend of $1.11 per share while executing share repurchases totaling approximately $8 billion during 2026 [2][3] Capital Allocation - The company expects to return over $45 billion to shareholders through dividends and share repurchases from 2026 to 2028 [1][2] - AT&T's net debt-to-adjusted EBITDA ratio is projected to increase to approximately 3.2x following acquisitions and decline to around 3x by the end of 2026 [2][3] - The company aims to reduce net leverage to its target range of 2.5x within three years following the closing of its acquisitions [2][3]

INDIANAPOLIS--(BUSINESS WIRE)--Elevance Health, Inc. (NYSE: ELV) reported fourth quarter and full year 2025 results. "Elevance Health delivered fourth quarter results in line with our outlook, reflecting disciplined execution in a dynamic environment. As we enter 2026, our focus is on advancing affordability and making healthcare easier to access and navigate for the members we serve. Through pricing discipline and targeted investments, we are strengthening the earnings power of our diversified platform and ...

Financial Data and Key Metrics Changes - Adjusted EPS for Q4 2025 was $1.53, up 21% year-over-year, driven by a 5.4% core sales growth [5][29] - For the full year 2025, adjusted EPS increased by 24%, reflecting strong performance and customer satisfaction [5] - Core FX neutral backlog increased by 14% year-over-year, indicating strong demand [29] Business Line Data and Key Metrics Changes - Aerospace and Advanced Technologies segment sales reached $272 million, a 15% increase, primarily organic growth [30] - Process Flow Technologies segment delivered sales of $309 million, flat compared to the previous year, with core sales down 1.5% [31][20] - Adjusted segment margin for Aerospace and Advanced Technologies expanded to 23.6%, up 50 basis points from the previous year [31] Market Data and Key Metrics Changes - The commercial aerospace market remains strong, with Boeing and Airbus ramping up production [15] - Defense procurement spending is solid, with a focus on strengthening the defense industrial base amid global uncertainties [15] - Chemical markets remain subdued, impacting the Process Flow Technologies segment [18] Company Strategy and Development Direction - The company aims for 4%-6% core sales growth and 35%-40% core operating leverage, with a focus on delivering shareholder value [4] - Recent acquisitions, including Druck, Panametrics, and Reuter-Stokes, are expected to enhance growth and support existing and new customers [6][9] - The company plans to widen its strategic focus in the Aerospace and Advanced Technologies segment, looking for adjacent market opportunities [8][52] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strong performance and resilience, anticipating continued growth in 2026 [11] - The guidance for 2026 includes an adjusted EPS of $6.55-$6.75, reflecting a solid growth outlook despite challenges [12] - Management noted that while the first quarter of 2026 may be seasonally soft, the overall outlook for the year remains positive [35] Other Important Information - The company has a planned succession timeline, with Alex Alcala set to become CEO in April 2026, while Max Mitchell will transition to Executive Chairman [10][11] - The integration of recent acquisitions is progressing well, with expectations for these businesses to be slightly accretive to earnings in 2026 [22] Q&A Session Summary Question: What are the pricing opportunities at Druck in 2026 and 2027? - Management indicated significant pricing opportunities and expects improvements starting this year, with no obstacles to achieving goals [39][40] Question: Can you clarify guidance related to cost takeout at PSI? - Management confirmed no changes to previously discussed cost takeout targets, with productivity and commercial growth being key elements [41][42] Question: Can you discuss the impact of the government shutdown on military programs? - Management noted no significant changes in orders or funding due to the government shutdown, although some flight tests were delayed [77][78] Question: What is the expected performance for the aerospace segment in 2026? - Management anticipates strong growth in commercial OEM and mid-single digits for military OEM, with aftermarket volumes also expected to remain strong [76][77]