Advanced Energy Industries (AEIS) reported $489.4 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 17.8%. EPS of $1.94 for the same period compares to $1.30 a year ago.The reported revenue represents a surprise of +2.98% over the Zacks Consensus Estimate of $475.24 million. With the consensus EPS estimate being $1.77, the EPS surprise was +9.61%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they co ...

Core Insights - Upstart Holdings, Inc. reported a revenue of $296.09 million for the quarter ended December 2025, reflecting a year-over-year increase of 35.2% [1] - The earnings per share (EPS) for the quarter was $0.46, up from $0.26 in the same quarter last year, although it fell short of the consensus estimate of $0.47 by 1.6% [1] - The revenue exceeded the Zacks Consensus Estimate of $288.47 million, resulting in a positive surprise of 2.64% [1] Financial Performance Metrics - Transaction volume reached $3.2 million, surpassing the average estimate of $2.96 million from three analysts [4] - Revenue from fees, net, was reported at $265.22 million, exceeding the four-analyst average estimate of $262.3 million, marking a year-over-year increase of 33.1% [4] - Total interest income, interest expense, and fair value adjustments, net, amounted to $30.87 million, compared to the average estimate of $26.07 million from four analysts [4] - Revenue from servicing and other fees, net, was $42.94 million, slightly below the two-analyst average estimate of $45.08 million, with a year-over-year change of 28.1% [4] - Revenue from platform and referral fees, net, was reported at $222.28 million, exceeding the average estimate of $217.23 million from two analysts, representing a year-over-year increase of 34.1% [4] Stock Performance - Over the past month, Upstart's shares have returned -14.1%, while the Zacks S&P 500 composite remained unchanged [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Blue Owl Capital Inc. (OWL) reported $701.47 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 17.8%. EPS of $0.24 for the same period compares to $0.21 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $704.46 million, representing a surprise of -0.43%. The company delivered an EPS surprise of +6.9%, with the consensus EPS estimate being $0.23.While investors closely watch year-over-year changes in headline numbers -- revenue and ear ...

Peloton (PTON) reported $656.5 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 2.6%. EPS of -$0.09 for the same period compares to -$0.24 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $672.68 million, representing a surprise of -2.41%. The company delivered an EPS surprise of -31.2%, with the consensus EPS estimate being -$0.07.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall S ...

Core Insights - Heartland Express (HTLD) reported a revenue of $179.36 million for the quarter ended December 2025, reflecting a year-over-year decline of 26.1% [1] - The earnings per share (EPS) for the same period was -$0.06, compared to -$0.02 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $185.76 million, resulting in a surprise of -3.45% [1] - The company achieved an EPS surprise of +14.29%, with the consensus EPS estimate being -$0.07 [1] Financial Performance Metrics - The operating ratio was reported at 112.7%, significantly higher than the estimated 101.8% by analysts [4] - Fuel surcharge revenue was $21.68 million, slightly below the estimated $22.03 million, marking a -22.6% change compared to the year-ago quarter [4] - Operating revenue, excluding fuel surcharge revenue, was $157.68 million, which is lower than the estimated $163.72 million, representing a -26.5% change year-over-year [4] Stock Performance - Heartland Express shares have returned +9.5% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [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 - Seacoast Banking (SBCF) reported a revenue of $203.26 million for the quarter ended December 2025, marking a 53% increase year-over-year [1] - The company's EPS was $0.44, down from $0.48 in the same quarter last year, with an EPS surprise of -13.73% against a consensus estimate of $0.51 [1] Financial Performance - Revenue exceeded the Zacks Consensus Estimate of $202.6 million by 0.33% [1] - Total Nonperforming Assets stood at $76.25 million, higher than the average estimate of $66.67 million [4] - Efficiency Ratio was reported at 63.4%, significantly above the estimated 55.2% [4] - Nonperforming loans were $72 million, compared to the average estimate of $61.64 million [4] - Net charge-offs to average loans were reported at 0%, better than the estimated 0.2% [4] - Net Interest Margin was 3.7%, aligning with the average estimate [4] - Average Balance of Total Earning Assets was $19.11 billion, exceeding the estimate of $18.84 billion [4] - Net interest income was $174.63 million, slightly below the average estimate of $176.51 million [4] - Total noninterest income was $28.63 million, surpassing the average estimate of $26.16 million [4] Stock Performance - Shares of Seacoast Banking have returned +6.8% over the past month, outperforming the Zacks S&P 500 composite's +0.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

AT&T Earnings May Provide Clues About Apple iPhone SalesCONCLUDED[Apple Earnings Beat Estimates. iPhone Has 'Best-Ever Quarter.']Last Updated:---1 day ago# AT&T Earnings May Provide Clues About Apple iPhone SalesBy[Angela Palumbo]AT&T's latest financial results could give some insight into how iPhone sales did in Apple's latest quarter, according to one Wells Fargo analyst.Telecommunications company AT&T reported [fourth-quarter earnings] Wednesday morning. In the report, AT&T posted equipment operating rev ...

Core Insights - Merchants Bancorp (MBIN) reported a revenue of $185.29 million for the quarter ended December 2025, reflecting a decrease of 4.4% year-over-year, while EPS was $1.28 compared to $1.85 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $171.87 million by 7.81%, and the EPS surpassed the consensus estimate of $0.94 by 36.17% [1] Financial Performance Metrics - Efficiency Ratio stood at 45.1%, slightly better than the average estimate of 45.6% from three analysts [4] - Net interest margin was reported at 2.9%, above the average estimate of 2.8% from three analysts [4] - Average Earning Assets totaled $18.93 billion, exceeding the average estimate of $18.3 billion from three analysts [4] - Tier I capital/risk-weighted assets Ratio was 13.1%, compared to the estimated 13% by two analysts [4] - Total capital/risk-weighted assets Ratio was 13.6%, slightly below the estimated 13.7% by two analysts [4] - Net Interest Income reached $138.09 million, surpassing the average estimate of $129.39 million from three analysts [4] - Gain on Sale of Loans was $25.73 million, exceeding the average estimate of $24.82 million from three analysts [4] - Total Noninterest Income was reported at $47.2 million, above the average estimate of $42.49 million from three analysts [4] - Other income was $9.76 million, significantly higher than the average estimate of $4.62 million from three analysts [4] Stock Performance - Shares of Merchants Bancorp have returned +4.9% over the past month, outperforming 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]

For the quarter ended December 2025, Danaher (DHR) reported revenue of $6.84 billion, up 4.6% over the same period last year. EPS came in at $2.23, compared to $2.14 in the year-ago quarter.The reported revenue represents a surprise of +0.64% over the Zacks Consensus Estimate of $6.79 billion. With the consensus EPS estimate being $2.22, the EPS surprise was +0.68%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their nex ...

Core Insights - QCR Holdings reported a revenue of $107.02 million for the quarter ended December 2025, marking a year-over-year increase of 16.5% and exceeding the Zacks Consensus Estimate of $95.95 million by 11.54% [1] - The company's EPS for the same period was $2.21, up from $1.93 a year ago, also surpassing the consensus EPS estimate of $1.96 by 12.9% [1] Financial Performance Metrics - Efficiency Ratio (Non-GAAP) was reported at 58.7%, higher than the estimated 53.2% by three analysts [4] - Net interest margin (GAAP) stood at 3.1%, below the average estimate of 3.6% from three analysts [4] - Average Balance of Total earning assets was $8.87 billion, slightly above the $8.75 billion average estimate from two analysts [4] - Net charge-offs as a percentage of average loans/leases were 0.1%, better than the estimated 0.3% by two analysts [4] - Total noninterest income reached $38.67 million, significantly higher than the estimated $27.7 million by three analysts [4] - Gains on sales of residential real estate loans were $0.67 million, compared to the average estimate of $0.51 million [4] - Capital markets revenue was reported at $24.48 million, exceeding the average estimate of $15.25 million from two analysts [4] - Deposit service fees were $2.09 million, slightly below the estimated $2.28 million by two analysts [4] - Net Interest Income was $68.35 million, marginally above the estimated $68.14 million from two analysts [4] - Net interest income - tax equivalent (non-GAAP) was $79.63 million, compared to the average estimate of $78.5 million from two analysts [4] Stock Performance - Shares of QCR Holdings have returned +3.5% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]