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Core Insights - Valvoline Inc. reported fourth-quarter results that did not meet analyst expectations but provided optimistic revenue guidance for fiscal 2026 [1][2] Financial Performance - Adjusted earnings per share for the fourth quarter were $0.45, below the consensus estimate of $0.47 [1] - Revenue for the fourth quarter was $454 million, slightly missing expectations of $455.79 million [1] - System-wide same-store sales growth was strong at 6.0% for the quarter [1] - System-wide store sales increased by 11% to $918 million in the fourth quarter [3] - Adjusted EBITDA rose by 5% to $130.1 million [3] - For the full fiscal year, Valvoline generated $1.7 billion in revenue, a 6% increase from the prior year, or 12% when adjusted for refranchising activity [3] Future Guidance - For fiscal 2026, Valvoline forecasts revenue between $2.0 billion and $2.1 billion, exceeding analyst expectations of $1.91 billion [2] - The company's full-year earnings forecast is between $1.60 and $1.70 per share, which is below the consensus estimate of $1.88 [2]

Core Insights - Honda reported earnings of 60 cents per share for Q2 of fiscal 2026, missing the Zacks Consensus Estimate of 62 cents, but up from 43 cents in the same quarter last year [1] - Quarterly revenues were $35.9 billion, below the Zacks Consensus Estimate of $37.1 billion and down from $36.2 billion year-over-year [1] Segment Performance - The Automobile segment's revenues decreased by 4.6% year-over-year to ¥3.46 trillion ($23.3 billion), with an operating loss of ¥43.4 billion ($292.4 million) compared to an operating income of ¥35.2 billion in the same quarter last year [2] - Motorcycle segment revenues increased by 11% year-over-year to ¥969 billion ($6.53 billion), with an operating profit of ¥179.3 billion ($1.21 billion), up 21% year-over-year [3] - Financial Services segment revenues totaled ¥846.2 billion ($5.7 billion), down 3.3% year-over-year, with an operating profit of ¥58.2 billion ($392 million), down 25% year-over-year [3] - Power Products and Other Businesses generated revenues of ¥100.3 billion ($675 million), up 2% year-over-year, with a narrowed operating loss of ¥78 million compared to ¥3.2 billion in the same period last year [4] Financial Overview and Outlook - As of September 30, 2025, consolidated cash and cash equivalents were ¥4.64 trillion ($31.2 billion), and long-term debt was approximately ¥8.13 trillion ($54.7 billion) [5] - For fiscal 2026, Honda projects consolidated sales volumes of 14.25 million units for Motorcycles, 2.64 million units for Automobiles, and 3.67 million units for Power Products, indicating a 4.1% growth in Motorcycles but declines of 7% and 0.8% in Automobiles and Power Products, respectively [6] - Honda forecasts fiscal 2026 revenues of ¥20.7 trillion, a decline of 4.6% year-over-year, with an operating profit of ¥550 billion, indicating a contraction of 54.7% year-over-year, and a pretax profit forecast of ¥590 billion, suggesting a drop of 55.2% year-over-year [7] Market Position - Honda currently holds a Zacks Rank of 3 (Hold) [8] - Competitors with better rankings include General Motors Company (Rank 1), OPENLANE, Inc. (Rank 1), and Garrett Motion Inc. (Rank 1) [8]

Cisco Systems raised its annual revenue forecast on Wednesday, banking on multi-billion-dollar data center expansions to drive demand for its networking equipment. ...

Core Insights - The third-quarter results for 2025 align with full-year expectations, indicating stable performance [1] Order Intake and Portfolio - There was a strong intake of new orders from various sources, leading to an increase in the total order portfolio, primarily driven by large, multi-annual contracts [2] Financial Performance - Revenue decreased by 7% to DKK 2.4 billion, attributed to the current phasing of the order portfolio, particularly in MT Højgaard Danmark [7] - Operating profit (EBIT) fell by 13% to DKK 110 million, with Enemærke & Petersen improving its operating margin while MT Højgaard Danmark's margin declined [7] - Profit after tax from continuing operations was DKK 90 million, with net profit rising to DKK 71 million due to lower financial expenses [7] - Cash flows from operating activities improved to an inflow of DKK 36 million [7] Order Portfolio Details - The total order portfolio increased to DKK 22.5 billion, consisting of various categories of orders including final unconditional orders and future projects [7] Guidance for 2025 - The outlook for 2025 remains unchanged, supported by a high order coverage and a strong pipeline, with revenue forecasted between DKK 10.0-10.5 billion [3][7] - Operating profit (EBIT) is expected to be between DKK 400-450 million, with ongoing project earnings anticipated to remain stable [7] Strategic Focus - The company is focused on consolidating progress, stabilizing earnings, and expanding the order portfolio, particularly for 2026 and 2027 [4]

Core Insights - Analysts project Block (XYZ) will report quarterly earnings of $0.63 per share, a decline of 28.4% year over year, with revenues expected to reach $6.34 billion, an increase of 6.1% from the same quarter last year [1] Revenue Estimates - Revenue from Bitcoin is forecasted to be $2.32 billion, indicating a year-over-year decline of 4.3% [3] - Subscription and services-based revenue is expected to reach $2.17 billion, reflecting a year-over-year increase of 20.8% [4] - Hardware revenue is projected at $37.02 million, showing a slight increase of 0.5% year over year [4] - Transaction-based revenue is estimated to be $1.87 billion, representing a year-over-year increase of 9.2% [4] - Total revenue from Square is anticipated to be $2.22 billion, indicating a year-over-year increase of 10.8% [5] - Total revenue from Cash App is expected to be $4.06 billion, reflecting a year-over-year increase of 3.4% [5] - Square Hardware revenue is projected at $37.30 million, showing a year-over-year increase of 1.6% [5] - Square Subscription and services-based revenue is expected to reach $369.25 million, indicating a year-over-year increase of 14.5% [6] - Square Transaction-based revenue is projected at $1.81 billion, reflecting a year-over-year increase of 10.1% [6] - Cash App Bitcoin revenue is expected to be $2.24 billion, indicating a year-over-year decline of 7.9% [7] - Cash App Transaction-based revenue is projected at $57.95 million, reflecting a year-over-year decline of 17.2% [7] Gross Payment Volume - Gross Payment Volume (GPV) is expected to reach $68.62 billion, compared to $62.49 billion from the previous year [8] Stock Performance - Over the past month, shares of Block have returned -4.5%, while the Zacks S&P 500 composite has increased by 2.1% [8]

TeamViewer said on Tuesday it expects revenue for 2025 at the lower end of its outlook of 778 million euros to 797 million euros ($907 million-$929.5 million), driven by weakness in its recently acqui... ...

Core Insights - Infosys raised its revenue forecast for the current fiscal year after reporting stronger-than-expected results for the July-September quarter [1] - The company is experiencing a slow revival in client spending despite facing challenges from global uncertainties and trade tensions [3][4] Financial Performance - Infosys reported a 13.19% year-on-year increase in net profit to 73.6 billion rupees ($837.7 million) for the July-September quarter, surpassing analyst expectations [4] - Revenue rose 8.5% year-on-year to 444.9 billion rupees, exceeding forecasts of 439.29 billion rupees [4] Revenue Outlook - The company now expects revenue growth of 2% to 3% on a constant-currency basis for the current financial year, up from the previous forecast of 1% to 3% [3][4] - Infosys continues to make strategic investments to ensure business resilience amid high uncertainty [5]

Core Insights - RPM International (RPM) is expected to report quarterly earnings of $1.87 per share, a 1.6% increase year-over-year, with revenues projected at $2.04 billion, reflecting a 3.8% increase compared to the same period last year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' assessments [1][2] - Changes in earnings estimates are crucial for predicting investor reactions and have shown a strong correlation with short-term stock performance [2] Revenue Forecasts - Analysts predict 'Net Sales- Construction Products Group/CPG' to reach $828.27 million, a 4.3% increase from the previous year [4] - 'Net Sales- Performance Coatings Group/PCG' is forecasted at $434.20 million, indicating a year-over-year change of 16.8% [4] - The 'Net Sales- Consumer Segment' is expected to be $678.10 million, reflecting a 7.9% increase [4] - 'Net Sales- Specialty Products Group/SPG' is estimated at $174.84 million, showing a slight increase of 0.2% [5] Adjusted EBIT Estimates - 'Adjusted EBIT- Consumer Segment' is projected to reach $125.46 million, up from $116.21 million year-over-year [5] - 'Adjusted EBIT- Performance Coatings Group/PCG' is expected to be $77.54 million, compared to $64.59 million last year [6] - The consensus for 'Adjusted EBIT- Construction Products Group/CPG' stands at $171.02 million, an increase from $159.90 million year-over-year [6] - 'Adjusted EBIT- Specialty Products Group/SPG' is estimated at $17.98 million, slightly down from $18.11 million last year [7] Stock Performance - RPM International shares have decreased by 7.4% over the past month, contrasting with a 2.7% increase in the Zacks S&P 500 composite [7]

Core Insights - Booz Allen Hamilton Holding Corp. (BAH) reported mixed first-quarter fiscal 2026 results, with earnings exceeding estimates but revenues falling short, leading to no market price change post-release [1] Financial Performance - Adjusted earnings per share were $1.48, surpassing the Zacks Consensus Estimate by 1.4% and increasing by 7.25% year-over-year [2] - Revenues totaled $2.92 billion, missing the consensus estimate by 0.5% and decreasing by 0.6% year-over-year; revenues excluding billable expenses were $2.04 billion, up 2.3% year-over-year [2] Backlog and Book-to-Bill Ratio - Total backlog increased by 10.7% year-over-year to $38 billion, but fell short of the estimated $41.8 billion; funded backlog decreased by 9.3% to $4.05 billion, while unfunded backlog rose by 13.7% to $10.4 billion [3] - Priced options rose by 13.6% to $23.8 billion, missing the expectation of $26 billion; the book-to-bill ratio was 1.42 compared to 1.76 in the previous year [4] EBITDA and Margins - Adjusted EBITDA was $311 million, a 3% increase from the previous year, aligning with estimates; adjusted EBITDA margin on revenues was 10.6%, up 30 basis points year-over-year [5] Balance Sheet and Cash Flow - Cash and cash equivalents at the end of the quarter were $711 million, down from $885 million in the previous quarter; long-term debt decreased by 0.5% to $3.9 billion [6] - The company generated $119 million in net cash from operating activities, with capital expenditure at $233 million and free cash flow of $96 million [6] Fiscal Year 2026 Outlook - For fiscal 2026, BAH expects revenues between $12 billion and $12.5 billion, with the midpoint below the Zacks Consensus Estimate; revenue growth is anticipated at 0-4% [7] - Adjusted diluted EPS is projected in the range of $6.20-$6.55, with the midpoint also below estimates; free cash flow is expected to be between $900 million and $1 billion [7] Market Position - Booz Allen currently holds a Zacks Rank of 5 (Strong Sell) [8]