Key Takeaways CHE shares sank 15% after Q4 EPS and revenues missed estimates, with margins contracting.Chemed's VITAS revenues rose 1.9%, while Roto-Rooter sales fell 3.7% y/y.CHE's gross margin shrank 181 bps and the 2026 EPS outlook of $23.25-$24.25 fell short of estimates. Chemed Corporation (CHE) reported fourth-quarter 2025 adjusted earnings per share (EPS) of $6.42, which fell 6% year over year. The figure missed the Zacks Consensus Estimate by 8.55%.The company’s GAAP EPS was $6.02, up 2% from last y ...

Earnings per Share (EPS) of $3.47, missing the estimated $3.89.Funds from Operations (FFO) reported at $3.19 per share, below the Zacks Consensus Estimate of $3.25.Revenue growth from the previous year, with net income of $370.4 million.SBA Communications Corporation (NASDAQ:SBAC) is a leading player in the wireless communications infrastructure industry. The company specializes in owning and operating wireless communications towers, which are essential for mobile network operators. SBAC competes with other ...

Wolverine World Wide (WWW) reported $517.5 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 4.6%. EPS of $0.45 for the same period compares to $0.42 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $514.6 million, representing a surprise of +0.56%. The company delivered an EPS surprise of +2.74%, with the consensus EPS estimate being $0.44.While investors scrutinize revenue and earnings changes year-over-year and how they compare wi ...

Core Insights - Alkermes plc is a biopharmaceutical company focused on innovative medicines for central nervous system disorders, addiction, and cancer [1] Financial Performance - For the earnings report dated February 25, 2026, Alkermes reported an earnings per share (EPS) of $0.29, which was below the estimated $0.43 [2][5] - The company exceeded revenue expectations with reported revenue of $384.5 million compared to the anticipated $381.5 million [2][5] Valuation Metrics - Alkermes has a price-to-earnings (P/E) ratio of approximately 22.76, indicating how the market values its earnings [3][5] - The price-to-sales ratio is about 3.74, reflecting the market's valuation of its revenue [3] - The enterprise value to sales ratio is roughly 3.34, and the enterprise value to operating cash flow ratio is about 9.10, providing a broader view of the company's valuation [4] - The earnings yield for Alkermes is approximately 4.39%, indicating the earnings generated per dollar invested in the company's stock [4]

Core Insights - Corcept Therapeutics Inc. (NASDAQ:CORT) is set to announce its quarterly earnings on February 24, 2026, with analysts predicting an earnings per share (EPS) of $0.33 and revenue of approximately $254.9 million [1][6] Financial Performance - CORT has a price-to-earnings (P/E) ratio of 36.73, indicating a strong investor willingness to pay for its earnings [3][6] - The company’s price-to-sales ratio stands at 5.29, reflecting the market's valuation of its revenue [3] - CORT's enterprise value to sales ratio is 5.13, slightly lower than its market capitalization relative to sales [3] Financial Health - The company exhibits strong financial health with a low debt-to-equity ratio of 0.01, indicating minimal reliance on debt [4][6] - CORT's current ratio is 3.14, suggesting it can adequately cover short-term liabilities with its current assets [4][6] - However, the enterprise value to operating cash flow ratio is 23.37, indicating a high valuation relative to cash flow from operations [4] Legal Challenges - CORT is facing a securities class action lawsuit filed by the Allegheny County Employees' Retirement System, which claims the company ignored FDA warnings about its lead product, relacorilant [2] - This lawsuit has resulted in a 50% drop in CORT's stock price, significantly affecting investor confidence [2] - Investors affected by the stock's decline are encouraged to contact the law firm Hagens Berman, with a deadline for lead plaintiff applications set for April 21 [5]

Core Viewpoint - Westlake Corporation reported disappointing earnings for Q4 2025, with a significant GAAP EPS loss, but adjusted EPS exceeded market expectations, indicating some resilience despite revenue declines [1][5]. Financial Performance - The company reported a GAAP EPS of -$4.22 for Q4 2025, while the adjusted EPS was -$0.25, surpassing the consensus estimate of -$1.44 [1][5]. - Revenue for the period was $2.53 billion, falling short of the estimated $2.57 billion, and represents a decrease from $2.8 billion in both the previous quarter and the same quarter of the previous year [2][5]. - For the full year 2025, net sales totaled $11.2 billion, down from $12.5 billion in 2024, indicating a consistent decline in sales performance [2]. Valuation Metrics - Westlake's trailing twelve-month (TTM) P/E ratio stands at 69.52, reflecting the market's valuation of its positive full-year earnings of $1.22 per share [3]. - The price-to-sales ratio is 1.04, indicating that investors are willing to pay $1.04 for every dollar of sales [3]. - The enterprise value to sales ratio is 1.32, and the enterprise value to EBITDA ratio is 31.41, reflecting the company's valuation relative to its sales and cash flow generation [3]. Financial Ratios - The TTM earnings yield is approximately 1.44%, highlighting the company's positive full-year earnings situation [4]. - The debt-to-equity ratio is 0.54, indicating a moderate approach to leveraging equity [4][5]. - The current ratio is 1.99, suggesting adequate liquidity and the ability to cover short-term liabilities with current assets [4].

Rolling Meadows, Illinois-based Arthur J. Gallagher & Co. (AJG) provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals worldwide. With a market cap. of $56.1 billion, it operates through Brokerage and Risk Management segments. Shares of Arthur J. Gallagher have underperformed the broader market over the past 52 weeks. AJG stock has declined 33.3% over this time frame, while the broader S&P 500 I ...

Core Viewpoint - CPYYY reported stable earnings with an EPS of $0.22, matching estimates, but revenue slightly fell short of expectations at approximately $20.99 billion [1][5] Financial Ratios - The price-to-sales ratio is 0.48, indicating the stock is valued at less than half of its sales, suggesting potential undervaluation [2][5] - The enterprise value to sales ratio stands at 0.36, showing the company's total valuation, including debt, is slightly more than a third of its sales [2] - The enterprise value to operating cash flow ratio is 10.83, reflecting the company's ability to generate cash flow relative to its valuation [3] Debt and Liquidity - The debt-to-equity ratio of 0.89 indicates a moderate level of debt compared to equity, suggesting a balanced financing approach [4][5] - A current ratio of 1.62 suggests good liquidity to cover short-term liabilities, providing financial stability [4][5]

Core Insights - Nice (NICE) reported revenue of $786.5 million for the quarter ended December 2025, marking a year-over-year increase of 9% and exceeding the Zacks Consensus Estimate of $778.66 million by 1.01% [1] - The company's EPS for the same period was $3.24, up from $3.02 a year ago, also surpassing the consensus EPS estimate of $3.21 by 0.84% [1] Revenue Performance - Cloud revenue reached $608.33 million, exceeding the average estimate of $602.26 million by five analysts, representing a year-over-year growth of 13.9% [4] - Services revenue was reported at $140.6 million, below the five-analyst average estimate of $143.83 million, reflecting a year-over-year decline of 6.1% [4] - Product revenue amounted to $37.56 million, surpassing the average estimate of $32.57 million, with a slight year-over-year decrease of 1.2% [4] Stock Performance - Shares of Nice have declined by 12.8% over the past month, in contrast to the Zacks S&P 500 composite's decrease of 0.8% [3] - The stock currently holds a Zacks Rank of 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Ecolab Inc. (ECL) is a leading provider of water, hygiene, and infection prevention solutions with a market capitalization of $86 billion [1] Performance Overview - ECL's shares have outperformed the broader market, gaining 13.7% over the past year compared to the S&P 500 Index's 12.3% increase [2] - In fiscal 2026, ECL's stock rose 15.3%, surpassing the S&P 500's marginal rise on a year-to-date basis [2] Comparison with Industry Peers - ECL's performance is less favorable when compared to the Global X Clean Water ETF (AQWA), which gained 17.9% over the past year [3] - However, ECL's year-to-date returns of double digits outshine AQWA's 9.9% gains [3] Financial Results - On February 10, ECL reported Q4 results with an adjusted EPS of $2.08, exceeding Wall Street's expectations of $2.06 [6] - The company's revenue for the quarter was $4.20 billion, slightly above the forecast of $4.19 billion [6] - ECL anticipates full-year adjusted EPS in the range of $8.43 to $8.63 [6] Earnings Growth Expectations - For fiscal 2026, analysts project ECL's EPS to grow by 13.2% to $8.52 on a diluted basis [7] - ECL has a mixed earnings surprise history, beating or matching consensus estimates in three of the last four quarters [7] Analyst Ratings - Among 28 analysts covering ECL, the consensus rating is a "Moderate Buy," consisting of 13 "Strong Buy" ratings, two "Moderate Buy" ratings, and 13 "Holds" [7] - Berenberg Bank maintains a "Hold" rating with a price target of $299, while the mean price target of $317.52 indicates a 4.9% premium to current price levels [9] - The highest price target of $352 suggests an upside potential of 16.3% [9]