Core Insights - Macerich reported revenue of $261.7 million for the quarter ended December 2025, reflecting a 4.4% decline year-over-year and a surprise of -7.63% compared to the Zacks Consensus Estimate of $283.31 million [1] - The company's EPS was $0.48, a significant improvement from -$0.89 in the same quarter last year, resulting in a positive surprise of +10.73% against the consensus estimate of $0.43 [1] Financial Performance - Minimum rents generated $151.87 million, falling short of the average estimate of $167.66 million by three analysts, marking a year-over-year decrease of -4.6% [4] - Management Companies revenues were reported at $6.44 million, exceeding the average estimate of $6.09 million, but still showing a year-over-year decline of -16.6% [4] - Tenant recoveries amounted to $65.23 million, below the average estimate of $71.99 million, with a year-over-year change of -1% [4] - Percentage rents reached $19.31 million, slightly above the estimated $18.92 million, but represented a -14.5% change compared to the previous year [4] - Net Earnings Per Share (Diluted) was reported at -$0.07, compared to the average estimate of -$0.01 from four analysts [4] Stock Performance - Over the past month, Macerich's shares have returned +2%, contrasting with a -1.3% change in the Zacks S&P 500 composite [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 - Vertex Pharmaceuticals reported a revenue of $3.19 billion for the quarter ended December 2025, reflecting a year-over-year increase of 9.6% and surpassing the Zacks Consensus Estimate of $3.17 billion by 0.7% [1] - The earnings per share (EPS) for the quarter was $5.03, an increase from $3.98 in the same quarter last year, although it fell short of the consensus estimate of $5.07 by 0.74% [1] Revenue Breakdown - Total product revenues were $3.19 billion, exceeding the average estimate of $3.16 billion from eight analysts [4] - Revenue from ALYFTREK was reported at $380.1 million, surpassing the average estimate of $367.1 million from six analysts [4] - Revenue from Trikafta/Kaftrio was $2.57 billion, matching the average estimate from six analysts, but showing a year-over-year decline of 5.5% [4] - Other product revenues reached $237.4 million, exceeding the estimated $216.84 million and representing a year-over-year increase of 24.2% [4] Stock Performance - Over the past month, Vertex shares have returned +2.6%, while the Zacks S&P 500 composite experienced a -0.3% 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]

Core Insights - Brixmor Property (BRX) reported a revenue of $353.75 million for the quarter ended December 2025, reflecting a year-over-year increase of 7.7% [1] - The earnings per share (EPS) for the quarter was $0.58, significantly higher than the $0.27 reported in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $348.23 million, resulting in a positive surprise of 1.59% [1] - The EPS also surpassed the consensus estimate of $0.57, with a surprise of 2.33% [1] Revenue Breakdown - Rental income was reported at $352.21 million, exceeding the three-analyst average estimate of $347.18 million, marking a year-over-year increase of 7.3% [4] - Other revenues reached $1.54 million, significantly higher than the two-analyst average estimate of $0.42 million, representing a remarkable year-over-year change of 1691.9% [4] Stock Performance - Brixmor's shares have returned 10.3% over the past month, contrasting with a -0.2% change in the Zacks S&P 500 composite [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 - Voya Financial reported a revenue of $316 million for Q4 2025, marking an 81.6% year-over-year increase, while EPS was $1.94 compared to $1.50 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $332.41 million, resulting in a surprise of -4.94%, and the EPS also missed the consensus estimate of $2.11 by -7.97% [1] Financial Performance Metrics - Total Assets Under Management (AUM) and Assets Under Administration (AUA) in Retirement reached $796.51 billion, slightly above the estimated $795.27 billion [4] - Client Assets in Retirement - Full Service were reported at $281.02 billion, below the average estimate of $284.85 billion [4] - Client Assets in Retirement - Recordkeeping were $446.99 billion, exceeding the estimated $441.68 billion [4] - Total Defined Contribution Client Assets were $728.01 billion, slightly above the average estimate of $726.52 billion [4] - Net investment income revenue was $591 million, surpassing the average estimate of $529.72 million, reflecting a year-over-year increase of 13.4% [4] - Fee income revenue was $633 million, below the average estimate of $655.66 million, but showed a year-over-year increase of 16.6% [4] - Premiums revenue was $738 million, which is a decrease of 6.6% compared to the previous year and below the estimated $791.44 million [4] - Adjusted Operating Revenues for Investment Management totaled $290 million, exceeding the average estimate of $260.16 million, with a year-over-year increase of 7% [4] - Adjusted Operating Revenues for Investment Management - Fee income was $250 million, slightly above the average estimate of $248.31 million, reflecting a 5.5% year-over-year increase [4] - Adjusted Operating Revenues for Corporate - Net investment income and net gains were $5 million, below the average estimate of $5.75 million, showing a year-over-year decrease of 37.5% [4] - Adjusted Operating Revenues for Corporate - Total was $6 million, slightly above the average estimate of $5.75 million, but represented a 25% decrease compared to the year-ago quarter [4] Stock Performance - Voya's shares returned +0.2% over the past month, underperforming 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 - Stellar Bancorp reported revenue of $108.89 million for the quarter ended December 2025, marking a year-over-year increase of 0.8% and a surprise of +1.04% over the Zacks Consensus Estimate of $107.77 million [1] - The EPS for the same period was $0.51, slightly down from $0.52 a year ago, with an EPS surprise of -3.17% compared to the consensus estimate of $0.53 [1] Financial Performance Metrics - Efficiency Ratio stood at 61.6%, outperforming the three-analyst average estimate of 66.2% [4] - Net interest margin (tax equivalent) was 4.2%, aligning with the average estimate based on three analysts [4] - Total nonperforming assets reached $60.04 million, exceeding the average estimate of $51.46 million [4] - Total nonperforming loans amounted to $52.55 million, higher than the average estimate of $43.84 million [4] - Average balance of total interest-earning assets was $9.75 billion, slightly above the average estimate of $9.67 billion [4] - Net charge-offs (recoveries) to average loans (annualized) were at 0%, better than the two-analyst average estimate of 0.1% [4] - Total Non-Interest Income was $5.51 million, slightly below the three-analyst average estimate of $5.57 million [4] - Net Interest Income was reported at $103.38 million, surpassing the average estimate of $102.17 million [4] - Net Interest Income (tax equivalent) was $103.49 million, compared to the average estimate of $102.27 million [4] Stock Performance - Shares of Stellar Bancorp have returned +6.3% 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]

Core Insights - Pebblebrook Hotel reported revenue of $398.72 million for the quarter ended September 2025, reflecting a 1.4% decrease year-over-year and a revenue surprise of -0.48% compared to the Zacks Consensus Estimate of $400.64 million [1] - The company's EPS for the quarter was $0.51, an increase from $0.24 in the same quarter last year, resulting in an EPS surprise of +2% against the consensus estimate of $0.50 [1] Financial Performance Metrics - Same-Property RevPAR growth rate was -1.5%, better than the average estimate of -2.3% from three analysts [4] - Total Guest Rooms stood at 11,937, slightly above the average estimate of 11,925 from two analysts [4] - Food and beverage revenues were reported at $96.24 million, slightly below the estimated $96.46 million, but showing a year-over-year increase of +0.3% [4] - Other operating revenues reached $47.87 million, exceeding the average estimate of $45.9 million, with a year-over-year increase of +4.6% [4] - Room revenues were reported at $254.61 million, lower than the estimated $258.29 million, representing a year-over-year decline of -3.1% [4] - Net Earnings Per Share (Diluted) was reported at -$0.37, compared to the estimated $0.00 from four analysts [4] Stock Performance - Pebblebrook Hotel's shares have returned -3.4% over the past month, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - CRH reported revenue of $11.07 billion for Q3 2025, a year-over-year increase of 5.3%, with EPS of $2.21 compared to $1.88 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $11.26 billion, resulting in a surprise of -1.67%, while the EPS exceeded the consensus estimate of $2.15, yielding a surprise of +2.79% [1] Revenue Breakdown - Revenue from Americas Materials Solutions was $5.64 billion, slightly below the estimated $5.71 billion, reflecting a year-over-year increase of 6.4% [4] - Revenue from International Solutions was reported at $3.64 billion, compared to the average estimate of $3.74 billion [4] - Revenue from Americas Building Solutions was $1.8 billion, slightly below the estimated $1.81 billion, with a year-over-year change of +2.3% [4] Stock Performance - CRH shares have returned +0.8% over the past month, compared to a +1% change in the Zacks S&P 500 composite [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 - ProFrac Holding Corp. reported a revenue of $501.9 million for the quarter ended June 2025, reflecting a 13.4% decrease year-over-year, with an EPS of -$0.67 compared to $0.02 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $499.29 million by 0.52%, while the EPS fell short of the consensus estimate of -$0.29 by 131.03% [1] Revenue Breakdown - Stimulation services revenue was $432 million, slightly below the estimated $435.78 million [4] - Manufacturing revenue reached $55.8 million, compared to the average estimate of $60.55 million [4] - Other revenues amounted to $65 million, surpassing the average estimate of $52.44 million [4] - Eliminations revenue was reported at -$128.4 million, worse than the estimated -$109.03 million [4] - Proppant production revenue was $77.5 million, exceeding the estimate of $59.52 million [4] Adjusted EBITDA Analysis - Adjusted EBITDA for stimulation services was $51.1 million, below the estimate of $72.66 million [4] - Adjusted EBITDA for proppant production was $14.8 million, compared to the average estimate of $16.82 million [4] - Adjusted EBITDA for eliminations was -$3 million, slightly better than the estimate of -$4.1 million [4] - Adjusted EBITDA for other segments was $8.4 million, above the estimate of $6.61 million [4] - Adjusted EBITDA for manufacturing was $7.3 million, significantly higher than the estimate of $2.62 million [4] Stock Performance - ProFrac Holding Corp.'s shares have declined by 16.6% over the past month, contrasting with a 1.2% increase in the Zacks S&P 500 composite [3] - The company currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - American Healthcare REIT (AHR) reported revenue of $540.6 million for Q1 2025, marking an 8.2% year-over-year increase and exceeding the Zacks Consensus Estimate of $538.59 million by 0.37% [1] - The company achieved an EPS of $0.38, a significant improvement from -$0.04 a year ago, and surpassed the consensus EPS estimate of $0.37 by 2.70% [1] Revenue Breakdown - Resident fees and services generated $497.18 million, slightly above the average estimate of $495.43 million from two analysts [4] - Real estate revenue was reported at $43.43 million, which fell short of the average estimate of $44.43 million from two analysts [4] Stock Performance - Over the past month, shares of American Healthcare REIT have returned +12.3%, outperforming the Zacks S&P 500 composite's +11.3% 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 - Marriott Vacations Worldwide reported revenue of $1.2 billion for the quarter ended March 2025, reflecting a year-over-year increase of 0.4% [1] - The company's EPS was $1.66, down from $1.80 in the same quarter last year, but exceeded the consensus estimate of $1.56 by 6.41% [1] - The revenue fell short of the Zacks Consensus Estimate of $1.22 billion, resulting in a surprise of -1.93% [1] Revenue Breakdown - Cost reimbursements revenue was $373 million, below the average estimate of $402 million, marking a year-over-year decline of 4.6% [4] - Rental revenue reached $169 million, surpassing the average estimate of $162.88 million, with a year-over-year increase of 7% [4] - Management and exchange revenue was $215 million, slightly below the average estimate of $216.29 million, showing a year-over-year growth of 1.9% [4] - Sales of vacation ownership products generated $355 million, exceeding the average estimate of $347.95 million, with a year-over-year increase of 0.9% [4] - Financing revenue was $88 million, above the average estimate of $86 million, reflecting a year-over-year growth of 6% [4] Stock Performance - Shares of Marriott Vacations Worldwide have returned +14.1% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]