Pinterest (PINS) reported $1.32 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 14.3%. EPS of $0.67 for the same period compares to $0.56 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.33 billion, representing a surprise of -0.73%. The company delivered an EPS surprise of +1.67%, with the consensus EPS estimate being $0.66.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Str ...

Core Viewpoint - McGraw Hill, Inc. reported stable revenue for the quarter ended December 2025, with a notable increase in EPS compared to the previous year [1] Financial Performance - Revenue for the quarter was $434.16 million, unchanged from the same period last year, and exceeded the Zacks Consensus Estimate by +6.22% [1] - EPS for the quarter was $0.28, a significant increase from $0 in the year-ago quarter, resulting in an EPS surprise of +489.47% compared to the consensus estimate of $0.05 [1] Key Metrics - K-12 revenue was $128.19 million, surpassing the average estimate of $120.88 million [4] - International revenue reached $44.06 million, slightly above the average estimate of $43.44 million [4] - Global Professional revenue was $36.24 million, exceeding the estimated $32.33 million [4] - Higher Education revenue was $225.36 million, significantly higher than the average estimate of $209.05 million [4] Stock Performance - McGraw Hill, Inc. shares have declined by -15.3% over the past month, while the Zacks S&P 500 composite experienced a minor decline of -0.3% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Viewpoint - Eagle Materials reported a slight decline in revenue for the quarter ended December 2025, with a revenue of $555.96 million, down 0.4% year-over-year, and an EPS of $3.22, compared to $3.59 in the same quarter last year, indicating mixed performance against Wall Street expectations [1]. Financial Performance - Revenue of $555.96 million was slightly above the Zacks Consensus Estimate of $553.98 million, resulting in a surprise of +0.36% [1]. - The company experienced an EPS surprise of -2.92%, with the consensus EPS estimate being $3.32 [1]. - Over the past month, shares of Eagle Materials returned +5.4%, outperforming the Zacks S&P 500 composite's +0.8% change [3]. Key Metrics - Average Net Sales Price for Gypsum Wallboard was $225.19, below the estimated $233.73 [4]. - Average Net Sales Price for Cement was $154.52, compared to the estimated $156.03 [4]. - Revenue from Light Materials - Gypsum Wallboard was $175.87 million, significantly lower than the estimated $191.51 million, representing a -16.1% change year-over-year [4]. - Total Revenue from Light Materials was $203.46 million, below the $221.93 million average estimate, reflecting a -15.8% year-over-year change [4]. - Total Revenue from Heavy Materials was $352.5 million, exceeding the average estimate of $320.44 million, with a year-over-year change of +11.5% [4]. - Revenue from Heavy Materials - Concrete & Aggregates was $69 million, surpassing the estimated $61.37 million, showing a +22.3% change year-over-year [4]. - Revenue from Heavy Materials - Cement (Wholly Owned) was $283.5 million, compared to the $259.07 million average estimate, indicating a +9.1% year-over-year change [4]. Segment Operating Earnings - Segment Operating Earnings for Light Materials - Gypsum Wallboard was $61.36 million, below the average estimate of $73.41 million [4]. - Segment Operating Earnings for Light Materials - Recycled Paperboard was $11.25 million, slightly above the estimated $10.87 million [4]. - Total Segment Operating Earnings for Light Materials was $72.6 million, below the average estimate of $84.28 million [4]. - Segment Operating Earnings for Heavy Materials - Cement was $91.34 million, exceeding the average estimate of $84.37 million [4]. - Segment Operating Earnings for Heavy Materials - Concrete and Aggregates was $1.38 million, below the average estimate of $4.83 million [4].

Core Insights - Xerox Holdings Corporation reported $2.03 billion in revenue for the quarter ended December 2025, marking a year-over-year increase of 25.7% [1] - The earnings per share (EPS) for the same period was -$0.10, a decline from $0.36 a year ago, resulting in an EPS surprise of -168.97% against the consensus estimate of $0.15 [1] Revenue Performance - Total sales were reported at $1.07 billion, below the two-analyst average estimate of $1.14 billion, reflecting a year-over-year change of +62.8% [4] - Equipment sales for entry-level products reached $168 million, significantly exceeding the average estimate of $68.35 million, with a year-over-year increase of +180% [4] - Mid-range equipment sales were reported at $258 million, slightly above the average estimate of $257.67 million, showing a -0.8% change year-over-year [4] - High-end equipment sales totaled $52 million, below the average estimate of $58.85 million, representing a year-over-year decline of -23.5% [4] - Print and other equipment sales were reported at $485 million, surpassing the average estimate of $389.52 million, with a year-over-year increase of +24.7% [4] - IT Solutions revenue was $158 million, significantly lower than the average estimate of $365.32 million [4] - Services, maintenance, and rentals revenue was $960 million, slightly below the average estimate of $977.67 million, with a year-over-year increase of +3.9% [4] - Post-sale revenue from print and other sources was $1.39 billion, exceeding the average estimate of $1.34 billion, reflecting a year-over-year change of +22.3% [4] Stock Performance - Xerox shares have returned -1.7% over the past month, contrasting with the Zacks S&P 500 composite's +0.8% 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 Insights - Altria reported revenue of $5.08 billion for the quarter ended December 2025, showing a year-over-year decline of 0.5% and an EPS of $1.30, slightly up from $1.29 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $5 billion, resulting in a surprise of +1.54%, while the EPS fell short of the consensus estimate of $1.32, leading to a surprise of -1.13% [1] Financial Performance Metrics - Revenue from Oral Tobacco Products was $682 million, surpassing the estimated $673.99 million, reflecting a year-over-year increase of +2.9% [4] - Revenue from Smokeable Products was $4.38 billion, exceeding the average estimate of $4.29 billion, but showing a year-over-year decline of -1.1% [4] - Adjusted Operating Companies Income (OCI) for Smokeable Products was reported at $2.64 billion, slightly below the average estimate of $2.67 billion [4] - Reported OCI for Oral Tobacco Products was $438 million, compared to the average estimate of $466.35 million from two analysts [4] Stock Performance - Altria's shares have returned +9.5% over the past month, outperforming the Zacks S&P 500 composite, which saw a change of +0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - D.R. Horton reported a revenue of $6.89 billion for the quarter ended December 2025, reflecting a year-over-year decline of 9.5% and an EPS of $2.03, down from $2.61 a year ago, although the revenue exceeded the Zacks Consensus Estimate by 2.91% [1] Financial Performance Metrics - The average selling price for homes closed was $365.5 million, slightly above the average estimate of $362.65 million [4] - Homes closed totaled 17,818, surpassing the average estimate of 17,341 [4] - Net sales orders for homes were 18,300, slightly below the average estimate of 18,613 [4] - The sales order backlog stood at 11,376, below the average estimate of 11,995 [4] Geographic Revenue Breakdown - Homebuilding revenue in the Northwest was $546.7 million, exceeding the estimate of $526.71 million, representing a year-over-year increase of 2.5% [4] - Homebuilding revenue in the North reached $989.5 million, above the estimate of $957.85 million, with a year-over-year increase of 5% [4] - Homebuilding revenue in the Southwest was $894.7 million, below the estimate of $948.6 million, reflecting a year-over-year decline of 21.5% [4] - Homebuilding revenue in South Central was $1.39 billion, slightly above the estimate of $1.35 billion, but down 6.6% year-over-year [4] Revenue Sources - Home sales revenue was $6.51 billion, exceeding the average estimate of $6.29 billion, but down 8.9% year-over-year [4] - Rental revenue was $109.5 million, significantly below the average estimate of $181.48 million, marking a year-over-year decline of 49.7% [4] - Financial services revenue was $184.6 million, above the average estimate of $168.25 million, with a year-over-year increase of 1.3% [4] - Overall homebuilding revenue was $6.53 billion, surpassing the average estimate of $6.31 billion, but down 8.9% year-over-year [4] Stock Performance - D.R. Horton shares have returned +2.8% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]

Core Insights - RBB reported revenue of $32.32 million for Q4 2025, a year-over-year increase of 12.6%, with an EPS of $0.59 compared to $0.25 a year ago, indicating strong growth in profitability [1] - The revenue fell short of the Zacks Consensus Estimate by 1.89%, while the EPS exceeded the consensus estimate by 20.41% [1] Financial Performance Metrics - Non-Performing Assets stood at $53.46 million, higher than the average estimate of $47.68 million from five analysts [4] - Total interest-earning assets averaged $3.92 billion, slightly below the five-analyst average estimate of $3.97 billion [4] - The Efficiency Ratio was reported at 58.7%, above the average estimate of 56.7% from five analysts [4] - Net interest margin was consistent at 3%, matching the average estimate from five analysts [4] - Net charge-offs to average loans were 0.2%, better than the average estimate of 0.3% [4] - Total risk-based capital ratio was 23.8%, exceeding the average estimate of 22.7% from three analysts [4] - Tier 1 leverage ratio was reported at 11.6%, slightly above the average estimate of 11.4% from three analysts [4] - Tier 1 risk-based capital ratio was 18.1%, higher than the average estimate of 17% from three analysts [4] - Total noninterest income was $2.81 million, below the average estimate of $3 million from five analysts [4] - Net interest income before provision for credit losses was $29.51 million, compared to the average estimate of $29.94 million from five analysts [4] - Gain on sale of loans was $0.46 million, exceeding the average estimate of $0.3 million from five analysts [4] - Loan servicing fees, net of amortization, were reported at $0.56 million, matching the average estimate from four analysts [4] Stock Performance - RBB shares returned +1.6% over the past month, outperforming the Zacks S&P 500 composite's +0.2% change [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 - RPM International reported $1.91 billion in revenue for the quarter ended November 2025, a year-over-year increase of 3.5% [1] - The EPS for the same period was $1.20, down from $1.39 a year ago, and did not meet the consensus estimate of $1.41 [1] - The reported revenue fell short of the Zacks Consensus Estimate of $1.93 billion, resulting in a surprise of -1.01% [1] Revenue Performance - Net Sales for the Construction Products Group (CPG) were $737.44 million, compared to the estimated $744.6 million, reflecting a year-over-year increase of +6.9% [4] - Net Sales for the Consumer Segment reached $638.65 million, below the estimated $657.21 million, with a year-over-year change of +8.2% [4] - Net Sales for the Performance Coatings Group (PCG) were $533.81 million, exceeding the estimated $529.3 million, and showing a significant year-over-year increase of +40.4% [4] Earnings Before Interest and Taxes (EBIT) Performance - Adjusted EBIT for the Consumer Segment was $90 million, below the average estimate of $103.51 million [4] - Adjusted EBIT for the Performance Coatings Group (PCG) was $82.83 million, slightly below the estimated $84.28 million [4] - Adjusted EBIT for the Construction Products Group (CPG) was $98.63 million, compared to the average estimate of $114.24 million [4] - Adjusted EBIT for Corporate/Other was -$44.82 million, worse than the average estimate of -$36.68 million [4] Stock Performance - RPM International's shares returned +0.3% over the past month, while the Zacks S&P 500 composite increased by +0.9% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Lululemon reported revenue of $2.57 billion for the quarter ended October 2025, reflecting a year-over-year increase of 7.1% and a surprise of +3.4% over the Zacks Consensus Estimate of $2.48 billion [1] - The company's EPS was $2.59, down from $2.87 in the same quarter last year, but exceeded the consensus estimate of $2.22 by +16.67% [1] Financial Performance Metrics - Total stores reached 796, slightly below the average estimate of 798 [4] - Total Gross Square Footage was 3,630.00 Ksq ft, surpassing the average estimate of 3,597.12 Ksq ft [4] - Total Comparable Sales increased by 2% in constant dollars, outperforming the estimated 0% [4] - Geographic Revenues from China Mainland were $465.36 million, exceeding the average estimate of $395.35 million, marking a +46.2% year-over-year change [4] - Geographic Revenues from the Rest of World totaled $367.18 million, above the average estimate of $359.25 million, with a +19.2% year-over-year increase [4] - Geographic Revenues from the Americas were $1.73 billion, slightly below the average estimate of $1.74 billion, reflecting a -2.1% year-over-year decline [4] - Geographic Revenues from the United States were $1.38 billion, compared to the average estimate of $1.4 billion, indicating a -3% year-over-year decrease [4] Revenue by Channel - E-commerce revenue was $1.07 billion, exceeding the estimated $981.41 million, with a +12.9% year-over-year increase [4] - Revenue from company-operated stores was $1.21 billion, below the average estimate of $1.26 billion, showing a -0.3% year-over-year change [4] - Other channels generated $292.61 million, surpassing the estimated $260.68 million, with a +21.2% year-over-year increase [4] Revenue by Category - Revenue from Accessories and other categories was $324.73 million, slightly above the average estimate of $321.46 million, reflecting a +12.2% year-over-year change [4]

Core Insights - Titan Machinery reported revenue of $644.51 million for the quarter ended October 2025, a decrease of 5.2% year-over-year, with EPS at $0.05 compared to $0.07 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $581.87 million by 10.77%, while the EPS surprised positively by 113.89% against a consensus estimate of -$0.36 [1] Revenue Breakdown - Service revenue was $48.94 million, surpassing the two-analyst average estimate of $46.71 million, reflecting a year-over-year decline of 4.3% [4] - Equipment revenue totaled $459.91 million, exceeding the average estimate of $414.39 million, with a year-over-year decrease of 7.1% [4] - Rental and other revenue reached $13.31 million, above the average estimate of $12.4 million, showing a year-over-year increase of 6.8% [4] - Parts revenue was $122.34 million, exceeding the two-analyst average estimate of $108.37 million, with a year-over-year change of 1% [4] Stock Performance - Titan Machinery's shares returned +0.3% over the past month, while the Zacks S&P 500 composite experienced a -1.2% 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]