For the quarter ended December 2025, Equity Residential (EQR) reported revenue of $781.91 million, up 2% over the same period last year. EPS came in at $1.03, compared to $1.10 in the year-ago quarter.The reported revenue represents a surprise of -0.94% over the Zacks Consensus Estimate of $789.34 million. With the consensus EPS estimate being $1.04, the EPS surprise was -0.74%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determ ...

Core Viewpoint - AllianceBernstein Holding L.P. demonstrated strong financial performance in its latest earnings report, surpassing revenue and earnings estimates while managing a significant amount of assets despite facing net outflows [1][2][6] Financial Performance - The company reported an earnings per share (EPS) of $0.96, exceeding the estimated $0.92 [1][6] - Revenue was approximately $957.3 million, slightly above the forecast of $956.1 million [2][6] - The GAAP diluted net income was $0.90 per unit, with an adjusted diluted net income of $0.96 per unit [2] Assets Under Management - AllianceBernstein closed the year with a record $867 billion in assets under management [3][6] Net Outflows - The company faced $9.4 billion in net outflows, primarily due to $22.5 billion in net redemptions [4][6] Growth Areas - Despite the outflows, the company achieved targeted organic growth in areas such as ultra-high-net-worth, insurance, separately managed accounts (SMAs), active ETFs, and private markets [4] Financial Metrics - The company has a price-to-earnings (P/E) ratio of approximately 14.80, a price-to-sales ratio of about 12.84, and an enterprise value to sales ratio of 12.84 [5] - The enterprise value to operating cash flow ratio is around 12.73, and the earnings yield is approximately 6.76% [5]

Core Insights - AAR Corp. is a global aerospace and defense company providing a range of products and services to commercial airlines, government agencies, and defense contractors, competing with major players like Boeing and Lockheed Martin [1] Insider Transactions - Sarah Louise Flanagan, Interim CFO and VP of Financial Operations, sold 10,750 shares at approximately $108.56 each, leaving her with 32,848 shares, which may indicate her perspective on the company's future performance [2][6] Institutional Holdings - The Maryland State Retirement and Pension System reduced its investment in AAR Corp. by 51.1%, selling 5,330 shares, leaving it with 5,093 shares valued at $457,000 [3] - The Teacher Retirement System of Texas increased its holdings by 4.4%, now owning 5,482 shares valued at $377,000 [3] - Voya Investment Management LLC increased its stake by 2.6%, bringing its total to 12,528 shares worth $701,000 [4] Financial Metrics - AAR Corp. has a P/E ratio of 41.28, indicating investor willingness to pay for earnings [5][6] - The price-to-sales ratio is 1.41, and the enterprise value to sales ratio is 1.73 [5] - The enterprise value to operating cash flow ratio is notably high at 3,675.41, suggesting significant valuation compared to cash flow [5] - The debt-to-equity ratio stands at 0.67, indicating moderate debt levels, while the current ratio is 2.84, reflecting strong liquidity [5][6]

Core Viewpoint - News Corporation is expected to report a quarterly earnings growth in revenue but flat earnings per share, indicating challenges in profitability despite increased sales [2][3]. Financial Performance - The company is projected to achieve revenue of approximately $2.3 billion, reflecting a year-over-year growth of 3.21% [2][3]. - The earnings per share (EPS) is estimated to remain flat at $0.33, suggesting limited growth in profitability [2]. - Historical performance shows mixed results against the Zacks Consensus Estimate, with one beat, two matches, and one miss in the last four quarters, averaging a surprise of 2.92% [4]. Segment Analysis - A rebound in book publishing is anticipated, which could positively influence overall results [3]. - Digital revenues, constituting 62% of total sales, are expected to offset weaknesses in other segments, underscoring the significance of digital operations [3]. Financial Metrics - The company has a P/E ratio of 12.10, indicating moderate market valuation of its earnings [5]. - The price-to-sales ratio stands at 1.67, and the enterprise value to sales ratio is 1.75, suggesting reasonable valuation relative to sales [5]. - A debt-to-equity ratio of 0.34 indicates a low level of debt, while a current ratio of 1.76 reflects strong liquidity, suggesting a stable financial position [5].

Financial Performance - Chubb reported $15.34 billion in revenue for the quarter ended December 2025, a year-over-year increase of 7.4% [1] - The EPS for the same period was $7.52, compared to $6.02 a year ago, representing a surprise of +13.89% over the consensus estimate of $6.60 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $15.09 billion by +1.7% [1] Key Metrics - The combined ratio was 81.2%, better than the seven-analyst average estimate of 83.6% [4] - The loss and loss expense ratio was 54.3%, compared to the seven-analyst average estimate of 56.3% [4] - Net premiums written for North American Personal P&C Insurance were $1.72 billion, slightly below the average estimate of $1.75 billion, but showed a year-over-year change of +6.1% [4] - Total net premiums written for P&C were $11.31 billion, exceeding the average estimate of $11.05 billion, with a year-over-year increase of +7.7% [4] - Global Reinsurance net premiums written were $217 million, below the average estimate of $235.08 million, reflecting a year-over-year decrease of -3.1% [4] - Overseas General Insurance net premiums written were $3.81 billion, surpassing the average estimate of $3.71 billion, with a year-over-year increase of +10.8% [4] - Net premiums earned for Total P&C were $11.72 billion, exceeding the average estimate of $11.61 billion, representing a +6.2% change year-over-year [4] Stock Performance - Chubb's shares returned -1.3% over the past month, while the Zacks S&P 500 composite increased by +1.8% [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, Atmos Energy (ATO) reported revenue of $1.34 billion, up 14.2% over the same period last year. EPS came in at $2.44, compared to $2.23 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.44 billion, representing a surprise of -6.45%. The company delivered an EPS surprise of +1.46%, with the consensus EPS estimate being $2.41.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

Core Insights - Amgen reported revenue of $9.87 billion for the quarter ended December 2025, reflecting an 8.6% increase year-over-year and a surprise of +4.23% over the Zacks Consensus Estimate of $9.47 billion [1] - The earnings per share (EPS) was $5.29, slightly down from $5.31 in the same quarter last year, with an EPS surprise of +11.18% compared to the consensus estimate of $4.76 [1] Financial Performance Metrics - Amgen's stock has returned +7.5% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change, and currently holds a Zacks Rank 3 (Hold) [3] - Product sales for BLINCYTO in the U.S. were $270 million, which is a +10.2% change year-over-year but below the estimated $283.5 million [4] - KYPROLIS sales in the ROW were $111 million, representing an -18.4% change year-over-year, also below the estimated $130.37 million [4] - Repatha sales in the U.S. reached $517 million, exceeding the estimate of $451.25 million, marking a +64.1% year-over-year increase [4] - Other revenues amounted to $499 million, surpassing the average estimate of $396.39 million, reflecting a +34.9% year-over-year change [4] - Total product sales were $9.37 billion, exceeding the average estimate of $9.09 billion, with a year-over-year change of +7.5% [4] - Otezla sales totaled $625 million, slightly above the estimate of $621.09 million, with a year-over-year change of +0.2% [4] - Total sales for KYPROLIS were $351 million, below the estimate of $362.31 million, representing a -5.7% year-over-year change [4] - Total sales for BLINCYTO were $413 million, below the estimate of $435.33 million, with an +8.4% year-over-year change [4] - Total sales for Repatha reached $870 million, exceeding the estimate of $811.51 million, marking a +43.6% year-over-year increase [4] - Total sales for XGEVA were $447 million, slightly below the estimate of $453.76 million, representing a -20.3% year-over-year change [4] - Total sales for Prolia were $1.05 billion, exceeding the estimate of $974.58 million, with a -9.5% year-over-year change [4]

Core Insights - Chunghwa Telecom Co., Ltd. (CHT) reported a revenue of approximately $2.1 billion, exceeding the estimated $1.8 billion, indicating strong financial performance [1][3] - The Consumer Business Group experienced a revenue increase of 5.9%, significantly contributing to overall performance, while the Enterprise Business Group faced a decline of 7.9% [4][5] - CHT maintains a low debt-to-equity ratio of 0.10 and a current ratio of 1.50, reflecting strong financial health and good liquidity [1][6] Financial Performance - In Q4 2025, CHT's total revenue increased by 0.5% to NT$ 65.65 billion (approx. $2.1 billion USD) [4] - The Consumer Business Group's revenue rose to NT$ 39.54 billion (approx. $1.25 billion USD), while the Enterprise Business Group's revenue decreased to NT$ 22.02 billion (approx. $0.70 billion USD) [4] - Total operating costs and expenses rose by 0.7% to NT$ 54.15 billion (approx. $1.72 billion USD), leading to a decrease in operating income by 2.2% to NT$ 11.38 billion (approx. $0.36 billion USD) [5] Financial Metrics - CHT's price-to-earnings (P/E) ratio is approximately 27.26, and the price-to-sales ratio is about 4.34 [6] - The enterprise value to sales ratio is around 4.40, and the enterprise value to operating cash flow ratio is approximately 13.86 [6]

Core Viewpoint - MGIC Investment reported a slight decline in revenue for the quarter ended December 2025, with a year-over-year decrease of 1.8% despite a positive EPS surprise [1] Financial Performance - Revenue for the quarter was $297.8 million, which was below the Zacks Consensus Estimate of $306.65 million, resulting in a surprise of -2.89% [1] - The EPS for the quarter was $0.75, compared to $0.72 a year ago, indicating a year-over-year increase [1] - The company delivered an EPS surprise of +3.21%, with the consensus EPS estimate being $0.73 [1] Key Metrics - Net investment income was reported at $61.61 million, slightly below the average estimate of $62.37 million, reflecting a year-over-year change of +0.5% [4] - Net premiums earned were $236.02 million, which was lower than the estimated $243.82 million, showing a year-over-year decline of -2.2% [4] - Other revenue was reported at $0.16 million, significantly below the estimated $0.46 million, representing a year-over-year decrease of -65% [4] Stock Performance - MGIC shares have returned -7.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of +0.7% [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 Viewpoint - DXC Technology Company reported a slight decline in revenue for the quarter ended December 2025, but exceeded earnings expectations, indicating mixed financial performance [1]. Financial Performance - Total revenue for the quarter was $3.19 billion, down 1% year-over-year, and slightly below the Zacks Consensus Estimate of $3.2 billion, resulting in a revenue surprise of -0.31% [1][4]. - Earnings per share (EPS) was reported at $0.96, an increase from $0.92 in the same quarter last year, surpassing the consensus EPS estimate of $0.85, leading to an EPS surprise of +12.94% [1]. Key Metrics - Global Infrastructure Services (GIS) revenue was $1.61 billion, reflecting a year-over-year change of -2.7%, which was better than the average estimate of -3.2% [4]. - Consulting & Engineering Services (CES) revenue matched the average estimate at $1.27 billion [4]. - Insurance revenue was reported at $321 million, slightly below the average estimate of $334.55 million [4]. Stock Performance - Over the past month, shares of DXC Technology have returned -1.5%, contrasting with the Zacks S&P 500 composite's +0.8% change [3]. - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3].