ArcBest Corporation (NASDAQ:ARCB) exceeded revenue estimates despite a 2.9% decline year-over-year, showcasing resilience in a challenging market.The company's EPS of $0.36 fell short of the Zacks Consensus Estimate, indicating significant earnings challenges.Despite an earnings miss, ARCB's stock price saw an increase, reflecting investor confidence in the company's long-term prospects.ArcBest Corporation (NASDAQ:ARCB), a key player in the logistics and freight transportation sector, continues to navigate ...

Core Insights - American Express reported $18.98 billion in revenue for Q4 2025, a 10.5% year-over-year increase, with an EPS of $3.53 compared to $3.04 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $18.82 billion by 0.84%, while the EPS fell short of the consensus estimate of $3.54 by 0.28% [1] Financial Performance Metrics - Total Card Member loans reached $151.83 billion, surpassing the average estimate of $151.12 billion [4] - Risk-Based Capital Ratios - Basel III - Common Equity Tier 1/Risk Weighted Assets stood at 10.5%, slightly above the average estimate of 10.4% [4] - Commercial Services Card Member loans totaled $30.83 billion, exceeding the average estimate of $30.60 billion [4] - International Card Services loans amounted to $20.83 billion, higher than the average estimate of $19.79 billion [4] - Network volumes were reported at $506.20 billion, above the average estimate of $502.57 billion [4] - Book value per common share was $46.45, compared to the average estimate of $46.17 [4] - U.S. Consumer Services Card Member loans totaled $100.17 billion, slightly below the average estimate of $100.73 billion [4] - Total non-interest revenues reached $14.46 billion, exceeding the average estimate of $14.33 billion [4] - Net Interest Income was reported at $4.52 billion, slightly above the average estimate of $4.51 billion [4] - Non-interest revenues from discount revenue were $9.88 billion, above the average estimate of $9.83 billion [4] - Non-interest revenues from net card fees matched the average estimate at $2.63 billion [4] - Non-interest revenues from service fees and other revenue were $1.95 billion, exceeding the average estimate of $1.89 billion [4] Stock Performance - American Express shares have returned -3.1% over the past month, while the Zacks S&P 500 composite increased by 0.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - LPL Financial Holdings Inc. (LPLA) reported a revenue of $4.91 billion for the quarter ended December 2025, marking a 39.7% increase year-over-year and exceeding the Zacks Consensus Estimate by 2.19% [1] - The earnings per share (EPS) for the quarter was $5.23, up from $4.25 in the same quarter last year, representing an EPS surprise of 8.62% over the consensus estimate [1] Financial Performance Metrics - Total Advisory and Brokerage Assets reached $2,370.50 billion, surpassing the average estimate of $2,341.72 billion [4] - Brokerage Assets were reported at $977.90 billion, slightly below the average estimate of $984.04 billion [4] - Advisory Assets totaled $1,392.70 billion, exceeding the average estimate of $1,357.69 billion [4] - The number of advisors decreased to 32,178, compared to the estimated 32,753 [4] Revenue Breakdown - Revenue from commissions was $1.23 billion, slightly above the average estimate of $1.22 billion, reflecting a year-over-year increase of 27.6% [4] - Service and fee revenue was reported at $180.64 million, exceeding the average estimate of $170.29 million, with a year-over-year growth of 29.9% [4] - Asset-based fees generated $816.07 million, below the estimated $833.46 million, but still showing a 21.8% increase year-over-year [4] - Advisory revenue reached $2.54 billion, surpassing the average estimate of $2.47 billion, with a significant year-over-year increase of 59.4% [4] - Transaction revenue was $75.15 million, slightly below the average estimate of $76.18 million, reflecting a year-over-year increase of 22.1% [4] - Other asset-based revenue was $375.81 million, compared to the average estimate of $382.4 million, with a year-over-year change of 29.2% [4] - Client cash asset-based revenue was $440.25 million, below the average estimate of $457.44 million, showing a year-over-year increase of 16.2% [4] - Trailing commission revenue was $510.72 million, slightly below the average estimate of $521.52 million, with a year-over-year increase of 16.2% [4] Stock Performance - LPL Financial's shares have returned 2.7% over the past month, outperforming the Zacks S&P 500 composite, which saw a change of 0.8% [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 - Provident Financial (PFS) reported revenue of $225.72 million for the quarter ended December 2025, marking a year-over-year increase of 9.6% and exceeding the Zacks Consensus Estimate by 0.84% [1] - The earnings per share (EPS) for the same period was $0.64, compared to $0.37 a year ago, resulting in an EPS surprise of 14.29% over the consensus estimate of $0.56 [1] Financial Performance Metrics - The efficiency ratio was reported at 51%, slightly above the average estimate of 50.7% based on two analysts [4] - The net interest margin stood at 3.4%, matching the average estimate from two analysts [4] - The average balance of total interest-earning assets was $22.8 billion, slightly below the average estimate of $22.89 billion [4] - Total non-interest income was reported at $28.31 million, exceeding the average estimate of $26.97 million from three analysts [4] - Net interest income was $197.41 million, compared to the average estimate of $197.04 million based on three analysts [4] Stock Performance - Shares of Provident Financial have returned +1.7% 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]

Hope Bancorp (HOPE) reported $145.76 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 23.5%. EPS of $0.27 for the same period compares to $0.20 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $145 million, representing a surprise of +0.52%. The company delivered an EPS surprise of +3.85%, with the consensus EPS estimate being $0.26.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

For the quarter ended December 2025, W.R. Berkley (WRB) reported revenue of $3.72 billion, up 5.9% over the same period last year. EPS came in at $1.13, compared to $1.13 in the year-ago quarter.The reported revenue represents a surprise of -0.94% over the Zacks Consensus Estimate of $3.75 billion. With the consensus EPS estimate being $1.14, the EPS surprise was -0.59%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine thei ...

Core Insights - Citizens Financial Group (CFG) reported a revenue of $2.16 billion for Q4 2025, marking an 8.6% year-over-year increase and a surprise of +0.39% over the Zacks Consensus Estimate of $2.15 billion [1] - The earnings per share (EPS) for the same quarter was $1.13, compared to $0.85 a year ago, resulting in an EPS surprise of +2.03% against the consensus estimate of $1.11 [1] Financial Performance Metrics - Net charge-offs as a percentage of average loans and leases remained stable at 0.4%, matching the average estimate from six analysts [4] - The efficiency ratio was reported at 62.2%, consistent with the six-analyst average estimate [4] - Net interest margin stood at 3.1%, aligning with the average estimate from six analysts [4] - Return on average total assets was 1%, exceeding the average estimate of 0.9% from six analysts [4] - Tangible book value per common share was $38.07, surpassing the estimated $37.44 from five analysts [4] - Book value per common share reached $56.39, compared to the average estimate of $55.70 from five analysts [4] - Return on average common equity was reported at 8.2%, above the average estimate of 7.9% from five analysts [4] - Average balances of total interest-earning assets were $199.17 billion, slightly below the average estimate of $199.89 billion from five analysts [4] - Net charge-offs totaled $155 million, slightly above the estimated $152.71 million from five analysts [4] - Tier 1 leverage ratio was 9.4%, matching the average estimate from four analysts [4] - Common Equity Tier 1 Capital Ratio (CET1) was reported at 10.6%, slightly below the average estimate of 10.7% from four analysts [4] - Nonaccrual loans and leases amounted to $1.5 billion, better than the average estimate of $1.57 billion from three analysts [4] Stock Performance - Citizens Financial Group's shares returned +0.5% over the past month, outperforming the Zacks S&P 500 composite, which saw a -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]

Netflix (NASDAQ:NFLX) is a leading streaming service provider, offering a wide range of TV shows, movies, and original content to subscribers worldwide. The company competes with other streaming giants like Amazon Prime Video and Disney+. On January 20, 2026, Netflix reported its earnings, revealing an earnings per share (EPS) of $0.56, surpassing the estimated EPS of $0.55.The company also reported a revenue of approximately $12.05 billion, exceeding the estimated revenue of about $11.97 billion. Despite t ...

Core Insights - U.S. Bancorp reported revenue of $7.37 billion for Q4 2025, a 5.5% year-over-year increase, with EPS of $1.26 compared to $1.07 a year ago, exceeding the Zacks Consensus Estimate of $7.32 billion by 0.58% [1] Financial Performance Metrics - Net interest margin was 2.8%, matching the average estimate from six analysts [4] - Net charge-off ratio stood at 0.5%, better than the average estimate of 0.6% [4] - Efficiency ratio was 57.4%, slightly better than the average estimate of 57.8% [4] - Average earning assets were $620.22 billion, slightly below the average estimate of $620.79 billion [4] - Book value per common share was $37.55, exceeding the average estimate of $37.16 [4] - Total nonperforming loans amounted to $1.55 billion, better than the average estimate of $1.63 billion [4] - Total nonperforming assets were $1.59 billion, also better than the average estimate of $1.68 billion [4] - Leverage ratio was 8.7%, slightly below the average estimate of 8.8% [4] - Tier 1 Capital Ratio was 12.3%, lower than the average estimate of 12.6% [4] - Total noninterest income reached $3.05 billion, slightly above the average estimate of $3.04 billion [4] - Net interest income was $4.31 billion, exceeding the average estimate of $4.29 billion [4] - Mortgage banking revenue was $130 million, significantly below the average estimate of $166.91 million [4] Stock Performance - U.S. Bancorp shares returned -0.9% over the past month, while the Zacks S&P 500 composite increased by 1.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - Regions Financial reported $1.92 billion in revenue for Q4 2025, a year-over-year increase of 5.8%, but fell short of the Zacks Consensus Estimate by 0.3% [1] - The company's EPS for the quarter was $0.57, down from $0.59 a year ago, and did not meet the consensus estimate of $0.61 [1] Financial Performance Metrics - Net charge-offs as a percentage of average loans were 0.6%, slightly above the average estimate of 0.5% [4] - Net interest margin (FTE) was reported at 3.7%, exceeding the estimated 3.6% [4] - Efficiency Ratio stood at 56.8%, slightly higher than the average estimate of 56.6% [4] - Common Equity Tier 1 ratio was 10.8%, below the estimated 10.9% [4] - Average balance of total earning assets was $138.81 billion, lower than the estimated $140.62 billion [4] - Non-performing assets totaled $715 million, compared to the average estimate of $810.98 million [4] - Leverage Ratio was reported at 9.7%, matching the average estimate [4] - Non-performing loans, including loans held for sale, were $698 million, below the average estimate of $803.3 million [4] - Tier 1 Capital Ratio was 11.9%, in line with the average estimate [4] - Total Non-Interest Income was $640 million, slightly below the average estimate of $648.87 million [4] - Net Interest Income was reported at $1.28 billion, matching the average estimate [4] - Net interest income on a taxable equivalent basis was $1.29 billion, consistent with the average estimate [4] Stock Performance - Shares of Regions Financial have returned +3.8% over the past month, outperforming the Zacks S&P 500 composite's +2% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]