Core Insights - ManpowerGroup (MAN) reported strong fourth-quarter 2025 results, exceeding Zacks Consensus Estimates for both earnings and revenues [1] - The stock price increased by 9.1% following the results announcement on January 29, indicating positive market reception [1] Financial Performance - Quarterly earnings were 92 cents per share, surpassing the consensus estimate by 10.8%, although this represented a 9.8% decline year over year [1][8] - Revenues reached $4.71 billion, exceeding the consensus mark by 2.2% and increasing by 7.1% compared to the same quarter last year [1][8] Guidance and Future Outlook - For Q1 2026, MAN guided earnings in the range of 45-55 cents per share, with the midpoint aligning with the consensus estimate of 50 cents, indicating stabilization and steady demand [2] - The guidance includes a favorable currency impact of 6 cents and anticipates a constant currency revenue range with a potential decrease of 1% to an increase of 3% [2] Regional Revenue Breakdown - Revenues from the Americas totaled $1.13 billion, exceeding expectations and increasing by 5.6% year over year [3] - Southern Europe revenues were $2.20 billion, surpassing projections and rising by 10% on a reported basis [4] - Northern Europe revenues declined by 6.6% to $819.10 million, while APME revenues fell by 32.5% to $519.70 million [5] Profitability and Cash Flow - The company reported an operating profit of $80.60 million, reflecting an 18.2% year-over-year increase [6] - At the end of the quarter, cash and cash equivalents stood at $596.40 million, with long-term debt at $583.80 million [7] - MAN generated $178.9 million in cash from operating activities during the quarter and paid dividends totaling $33.40 million [7]

Core Viewpoint - Helen of Troy Limited's shares experienced a significant decline of over 21% intra-day despite reporting fiscal second-quarter 2026 results that surpassed analyst expectations for both earnings and revenue [1] Financial Performance - The company reported adjusted earnings per share (EPS) of $0.59, exceeding estimates of $0.53, while revenue reached $431.8 million, surpassing expectations of $416.78 million [2] - However, both adjusted EPS and revenue showed substantial declines from the previous year, with adjusted EPS down 51.2% from $1.21 and revenue down 8.9% from $474.2 million [2] GAAP Loss and Impairment Charges - Helen of Troy reported a GAAP loss of $13.44 per share, primarily due to non-cash impairment charges totaling $326.4 million ($294.0 million after tax), which included $292.6 million in goodwill reductions and $33.8 million in intangible asset write-downs [3] - The gross margin contracted to 44.2% from 45.6% a year earlier, mainly due to higher tariffs that reduced consolidated margins by approximately 200 basis points [3] Future Outlook - For fiscal 2026, the company revised its adjusted EPS forecast to $3.75–$4.25, which is below analyst expectations of $4.58, while maintaining its revenue outlook of $1.74–$1.78 billion, aligning with consensus estimates of $1.75 billion [4]