Core Viewpoint - Halliburton reported a revenue of $5.66 billion for Q4 2025, marking a year-over-year increase of 0.8% and exceeding the Zacks Consensus Estimate by 4.64% [1] Financial Performance - Earnings per share (EPS) for the quarter was $0.69, slightly down from $0.70 a year ago, but surpassed the consensus estimate of $0.54 by 27.78% [1] - Halliburton's stock has returned +5.2% over the past month, while the Zacks S&P 500 composite has decreased by -1.5% [3] Revenue Breakdown - North America: $2.21 billion, slightly above the $2.13 billion estimate, with a year-over-year change of -0.3% [4] - Middle East/Asia: $1.46 billion, below the $1.47 billion estimate, with a year-over-year decline of -11.7% [4] - Europe/Africa/CIS: $928 million, exceeding the $841.88 million estimate, reflecting a +16.7% year-over-year increase [4] - Latin America: $1.07 billion, above the $1.02 billion estimate, with a year-over-year increase of +11.9% [4] Segment Performance - Drilling and Evaluation: Revenue of $2.39 billion, slightly above the $2.37 billion estimate, with a year-over-year change of -1.8% [4] - Completion and Production: Revenue of $3.27 billion, exceeding the $3.08 billion estimate, with a year-over-year increase of +2.8% [4] - Operating income for Completion and Production was $570 million, surpassing the $477.74 million estimate [4] - Operating income for Drilling and Evaluation was $367 million, slightly above the $365.42 million estimate [4] - Corporate and other reported an operating income of -$66 million, better than the -$68.85 million estimate [4]

Wall Street analysts forecast that Dynatrace (DT) will report quarterly earnings of $0.41 per share in its upcoming release, pointing to a year-over-year increase of 10.8%. It is anticipated that revenues will amount to $505.93 million, exhibiting an increase of 16% compared to the year-ago quarter.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projec ...

Core Insights - Brunswick (BC) is expected to report quarterly earnings of $0.58 per share, reflecting a year-over-year increase of 141.7% [1] - Revenue projections stand at $1.23 billion, indicating a 6.2% increase from the same quarter last year [1] - The consensus EPS estimate has remained stable over the past 30 days, suggesting analysts have reassessed their initial projections [1][2] Revenue Estimates - 'Net Sales- Propulsion' is projected to reach $480.45 million, a year-over-year increase of 6.3% [4] - 'Net Sales- Engine Parts & Accessories' is estimated at $241.03 million, reflecting a 6.6% increase from the previous year [4] - 'Net Sales- Boat' is expected to be $374.84 million, indicating a 7.6% year-over-year change [4] - 'Net Sales- Navico Group' is forecasted at $200.79 million, showing a 2.9% increase compared to last year [5] Operating Earnings Estimates - 'Operating Earnings (Loss) As Adjusted- Propulsion' is anticipated to be $32.55 million, up from $25.40 million in the same quarter last year [5] - 'Operating Earnings (Loss) As Adjusted- Engine Parts & Accessories' is estimated at $22.48 million, down from $25.30 million reported last year [6] - 'Operating Earnings (Loss) As Adjusted- Navico Group' is projected to be $12.33 million, slightly lower than the $12.90 million reported in the previous year [6] - 'Operating Earnings (Loss) As Adjusted- Boat' is expected to reach $35.01 million, a significant increase from $11.00 million reported last year [7] Stock Performance - Brunswick shares have increased by 14.3% over the past month, outperforming the Zacks S&P 500 composite, which saw a 0.8% increase [7] - The company holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near future [7]

K12 (LRN) reported $631.26 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 7.5%. EPS of $2.50 for the same period compares to $2.03 a year ago.The reported revenue represents a surprise of +0.62% over the Zacks Consensus Estimate of $627.36 million. With the consensus EPS estimate being $2.33, the EPS surprise was +7.14%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street exp ...

Core Viewpoint - Analysts expect Textron (TXT) to report quarterly earnings of $1.74 per share, reflecting a year-over-year increase of 29.9%, with revenues projected at $4.14 billion, up 14.6% from the previous year [1] Group 1: Earnings and Revenue Estimates - The consensus EPS estimate has been revised 9.4% higher over the last 30 days, indicating a collective reevaluation by analysts [1] - Analysts predict revenues for Textron eAviation to reach $7.57 million, a decrease of 31.2% year-over-year [4] - The consensus for revenues from Manufacturing-Bell is estimated at $1.12 billion, showing a slight decline of 1.1% from the prior year [4] - The average prediction for revenues from Manufacturing-Textron systems is $302.10 million, indicating a year-over-year decrease of 2.9% [4] - Revenues from Manufacturing-Textron Aviation are expected to reach $1.93 billion, reflecting a significant increase of 50.4% year-over-year [5] - Revenues from Finance are projected at $15.12 million, indicating a year-over-year increase of 37.5% [5] - The overall estimated revenues for Manufacturing are $4.18 billion, representing a year-over-year increase of 16.1% [5] Group 2: Segment Profit Estimates - Analysts expect Segment Profit for Textron Aviation to be $204.22 million, compared to $100.00 million reported in the same quarter last year [6] - The estimated Segment Profit for Bell is $103.70 million, down from $110.00 million reported in the previous year [7] - The consensus estimate for Segment Profit for Textron Systems stands at $43.47 million, slightly up from $42.00 million reported last year [7] - Segment Profit for Industrial is projected at $47.09 million, down from $48.00 million reported in the same quarter last year [8] - The estimated Segment Profit for Manufacturing is $380.81 million, compared to $278.00 million reported in the previous year [8] Group 3: Stock Performance - Over the past month, Textron shares have returned +6.7%, outperforming the Zacks S&P 500 composite's +0.4% change [9] - Textron currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [9]

Core Viewpoint - Analysts expect IBM to report quarterly earnings of $4.33 per share, reflecting a year-over-year increase of 10.5%, with revenues projected at $19.2 billion, up 9.4% from the previous year [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions, with empirical research showing a strong correlation between earnings estimate revisions and short-term stock performance [2] Key Metrics Projections - Analysts project 'Revenue- Software' to be $8.90 billion, indicating a year-over-year change of +12.4% [4] - 'Revenue- Consulting' is expected to reach $5.43 billion, reflecting a +5% change from the prior year [4] - 'Revenue- Other' is estimated at $32.55 million, showing a +12.3% year-over-year change [4] - 'Revenue- Infrastructure' is forecasted at $4.67 billion, suggesting a +9.8% increase year over year [5] - 'Revenue- Infrastructure Support' is projected to be $1.31 billion, with a +0.7% change [5] - 'Revenue- Transaction Processing' is expected to reach $2.55 billion, indicating a +6.4% change [5] - 'Revenue- Hybrid Infrastructure' is anticipated to be $3.36 billion, reflecting a +12.1% change [6] Segment Profit Projections - 'Segment Profit- Software' is expected to reach $3.62 billion, compared to $3.10 billion in the same quarter last year [6] - 'Segment Profit- Infrastructure' is projected at $1.16 billion, up from $1.06 billion year over year [6] - 'Segment Profit- Financing' is estimated at $97.25 million, compared to $94.00 million in the previous year [7] - 'Segment Profit- Consulting' is expected to be $685.71 million, up from $606.00 million in the same quarter last year [7] Stock Performance - Over the past month, IBM shares have recorded a return of -3.3%, while the Zacks S&P 500 composite has changed by +0.6% [7]

Core Insights - ServiceNow (NOW) is expected to report quarterly earnings of $0.87 per share, reflecting a year-over-year increase of 19.2% [1] - Anticipated revenues for the quarter are projected to be $3.52 billion, also showing a 19.2% increase compared to the previous year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' projections [1][2] - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock [2] Revenue Projections - Analysts estimate 'Revenues- Subscription' to be $3.42 billion, representing a year-over-year change of +19.5% [4] - 'Revenues- Professional services and other' are projected to reach $99.33 million, indicating a +9.2% change from the prior-year quarter [4] Performance Obligations - Current Remaining Performance Obligations (cRPO) - GAAP is estimated at $12.56 billion, up from $10.27 billion a year ago [5] - Remaining Performance Obligations (RPO) - GAAP is projected to be $27.59 billion, compared to $22.30 billion in the same quarter last year [5] Profit Estimates - Gross Profit (Non-GAAP)- Subscription is expected to be $2.85 billion, an increase from $2.42 billion reported in the same quarter last year [6] - Gross Profit (Non-GAAP)- Professional services and other is estimated at $10.21 million, up from $7.00 million a year ago [6] Stock Performance - ServiceNow shares have decreased by -15.8% in the past month, contrasting with the Zacks S&P 500 composite's +0.6% movement [6] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [6]

Core Insights - Northrop Grumman (NOC) is expected to report quarterly earnings of $7.00 per share, reflecting a 9.6% increase year over year, with revenues projected at $11.62 billion, an 8.7% increase compared to the previous year [1] Earnings Estimates - The consensus EPS estimate has been adjusted upward by 0.1% over the past 30 days, indicating a reassessment by analysts [1][2] - Changes in earnings estimates are crucial for predicting investor reactions and have shown a strong correlation with short-term stock performance [2] Key Metrics Forecast - Analysts predict 'Sales- Mission Systems' to reach $3.43 billion, a 9.2% increase from the prior year [4] - 'Sales- Aeronautics Systems' is expected to be $3.79 billion, indicating a 17.7% increase year over year [4] - 'Sales- Space Systems' is forecasted to reach $3.04 billion, reflecting a 12.2% increase [4] Operating Income Projections - 'Sales- Defense Systems' is expected to be $1.91 billion, showing an 18.1% decrease from the previous year [5] - 'Operating income (loss)- Defense Systems' is projected at $191.92 million, down from $252.00 million year over year [5] - 'Operating income (loss)- Mission Systems' is expected to reach $512.35 million, up from $469.00 million [5] - 'Operating income (loss)- Space Systems' is forecasted at $304.56 million, compared to $275.00 million last year [6] - 'Operating income (loss)- Aeronautics Systems' is expected to be $371.41 million, up from $292.00 million [6] Segment Operating Income Adjustment - The estimate for 'Segment operating income adjustment- FAS/CAS operating adjustment' is projected at $53.67 million, significantly higher than the year-ago figure of $8.00 million [7] Stock Performance - Northrop Grumman shares have increased by 14.1% over the past month, outperforming the Zacks S&P 500 composite, which saw a 0.7% increase [7]

Core Insights - Kinder Morgan (KMI) is expected to report quarterly earnings of $0.36 per share, reflecting a 12.5% increase year-over-year [1] - Revenue forecasts stand at $4.42 billion, indicating a 10.9% year-over-year growth [1] - The consensus EPS estimate has remained unchanged over the past 30 days, suggesting analysts have reassessed their projections [1] Earnings Estimates and Market Reactions - Changes in earnings estimates are crucial for predicting investor reactions to stock performance [2] - Empirical research shows a strong correlation between earnings estimate revisions and short-term stock price performance [2] Analyst Forecasts for Key Metrics - Analysts project 'Terminals - Bulk transload tonnage' to reach 12 million tons, down from 13 million tons in the same quarter last year [4] - The 'Segment EBDA- CO2' is estimated at $150.69 million, compared to $158.00 million a year ago [5] - 'Segment EBDA- Terminals' is forecasted to be $278.21 million, slightly down from $281.00 million in the previous year [5] - 'Segment EBDA- Products Pipelines' is expected to be $302.05 million, consistent with the previous year's figure of $302.00 million [6] - 'Segment EBDA- Natural gas Pipelines' is projected to reach $1.56 billion, up from $1.39 billion in the same quarter last year [6] Stock Performance - Kinder Morgan shares have returned +4.1% over the past month, outperforming the Zacks S&P 500 composite's +2% change [6] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to mirror overall market performance in the near future [6]

Core Viewpoint - Analysts project that CSX will report quarterly earnings of $0.41 per share, reflecting a 2.4% decline year over year, with revenues expected to be $3.54 billion, indicating no change from the same quarter last year [1]. Earnings Projections - The consensus EPS estimate has been revised downward by 3.9% over the past 30 days, indicating a collective reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts forecast 'Revenue- Coal' to reach $481.51 million, a decrease of 3.5% year over year [5]. - 'Revenue- Intermodal' is expected to be $554.16 million, reflecting a year-over-year increase of 5.4% [5]. - 'Revenue- Merchandise- Fertilizers' is projected at $137.18 million, indicating a 9.7% increase year over year [5]. - 'Revenue- Merchandise- Chemicals' is estimated to be $698.20 million, showing a decline of 1.4% from the prior year [6]. Operating Metrics - The estimated 'Operating Margin' is projected to be 67.2%, significantly higher than the year-ago figure of 31.3% [6]. - 'Revenue per unit - Intermodal' is expected to be $707.85, slightly up from $705.00 in the same quarter last year [6]. Volume Estimates - 'Volume - Merchandise - Automotive' is expected to be 92.58 thousand, down from 96.00 thousand year over year [7]. - 'Volume - Merchandise - Minerals' is projected at 87.05 thousand, compared to 88.00 thousand last year [7]. - 'Volume - Coal' is estimated at 180.65 thousand, slightly up from 179.00 thousand in the previous year [7]. - 'Volume - Merchandise - Fertilizers' is expected to reach 47.64 thousand, an increase from 44.00 thousand year over year [8]. - 'Volume - Merchandise - Metals and Equipment' is projected at 63.03 thousand, consistent with last year's figure of 63.00 thousand [8]. - 'Volume - Merchandise - Agricultural and Food Products' is estimated at 115.31 thousand, down from 116.00 thousand year over year [9]. Stock Performance - CSX shares have returned -0.9% over the past month, contrasting with the Zacks S&P 500 composite's +2% change, and the company holds a Zacks Rank 3 (Hold), indicating it is expected to mirror overall market performance [9].