Sirius XM (SIRI) reported $2.19 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 0.2%. EPS of $0.84 for the same period compares to $0.83 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.18 billion, representing a surprise of +0.82%. The company delivered an EPS surprise of +9.25%, with the consensus EPS estimate being $0.77.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stre ...

For the quarter ended December 2025, Eagle Materials (EXP) reported revenue of $555.96 million, down 0.4% over the same period last year. EPS came in at $3.22, compared to $3.59 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $553.98 million, representing a surprise of +0.36%. The company delivered an EPS surprise of -2.92%, with the consensus EPS estimate being $3.32.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wal ...

Altria (MO) reported $5.08 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 0.5%. EPS of $1.30 for the same period compares to $1.29 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $5 billion, representing a surprise of +1.54%. The company delivered an EPS surprise of -1.13%, with the consensus EPS estimate being $1.32.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expect ...

For the quarter ended December 2025, Meritage Homes (MTH) reported revenue of $1.43 billion, down 11.5% over the same period last year. EPS came in at $1.67, compared to $4.72 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.51 billion, representing a surprise of -5.16%. The company delivered an EPS surprise of +8.06%, with the consensus EPS estimate being $1.55.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall St ...

Core Insights - Texas Instruments (TXN) reported revenue of $4.42 billion for the quarter ended December 2025, reflecting a year-over-year increase of 10.4% [1] - The earnings per share (EPS) was $1.27, slightly down from $1.30 in the same quarter last year, indicating a -1.97% surprise compared to the consensus estimate [1] - The reported revenue was -0.32% below the Zacks Consensus Estimate of $4.44 billion [1] Revenue Breakdown - Revenue from Other segments was $146 million, significantly lower than the average estimate of $248.96 million, representing a year-over-year decline of -33.6% [4] - Revenue from Embedded Processing reached $662 million, exceeding the estimated $645.35 million, marking an 8% increase year-over-year [4] - Revenue from Analog products was $3.62 billion, surpassing the estimated $3.52 billion, with a year-over-year growth of 13.9% [4] Operating Profit Analysis - Operating profit for Analog was reported at $1.4 billion, slightly above the average estimate of $1.39 billion [4] - Operating profit for Other segments was only $7 million, compared to the average estimate of $125.29 million [4] - Operating profit for Embedded Processing was $71 million, below the average estimate of $121.8 million [4] Stock Performance - Texas Instruments shares have returned +11.9% 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 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - SouthState (SSB) reported a revenue of $686.87 million for the quarter ended December 2025, marking a year-over-year increase of 52.5% and exceeding the Zacks Consensus Estimate by 3.03% [1] - The earnings per share (EPS) for the same period was $2.47, compared to $1.93 a year ago, representing a surprise of 7.47% over the consensus estimate of $2.30 [1] Financial Performance Metrics - Net Interest Margin (Non-Tax Equivalent) was 3.9%, surpassing the average estimate of 3.8% [4] - Efficiency Ratio stood at 49.7%, better than the average estimate of 52% [4] - Net charge-offs as a percentage of average loans (annualized) were 0.1%, matching the average estimate [4] - Average Balance of Total interest-earning assets was $59.87 billion, exceeding the estimated $59.41 billion [4] - Total nonperforming assets were reported at $311.27 million, lower than the estimated $320.36 million [4] - Total Noninterest Income reached $105.75 million, above the average estimate of $93.3 million [4] - Net interest income (tax equivalent, Non-GAAP) was $581.92 million, compared to the estimate of $575.69 million [4] - Net Interest Income was $581.12 million, exceeding the average estimate of $571.68 million [4] - Mortgage banking income was $5.16 million, higher than the estimated $4.67 million [4] - Fees on deposit accounts totaled $41.95 million, slightly below the estimate of $42.79 million [4] - Trust and investment services income was $14.68 million, compared to the average estimate of $14.27 million [4] - Total correspondent banking and capital market income was $27.47 million, significantly higher than the estimated $19.08 million [4] Stock Performance - Shares of SouthState have returned +4.5% over the past month, outperforming the Zacks S&P 500 composite's +0.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Viewpoint - Investar (ISTR) reported a revenue increase of 3.6% year-over-year for the quarter ended December 2025, with earnings per share (EPS) showing a decline compared to the previous year [1] Financial Performance - Revenue for the quarter was $23.47 million, aligning with the Zacks Consensus Estimate of $0 million [1] - EPS was reported at $0.58, a decrease from $0.65 in the same quarter last year, but exceeded the consensus estimate of $0.54 by 8.41% [1] - Net Interest Margin stood at 3.2%, matching the average estimate [4] - Efficiency Ratio was reported at 69.3%, higher than the average estimate of 65.5% [4] - Total Noninterest Income was $1.84 million, below the average estimate of $2.71 million [4] - Net Interest Income was $21.63 million, slightly below the average estimate of $21.95 million [4] Stock Performance - Shares of Investar have returned +2.3% over the past month, outperforming the Zacks S&P 500 composite's +0.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - Independent Bank Corp. reported a revenue of $253.93 million for Q4 2025, marking a year-over-year increase of 43.6% and exceeding the Zacks Consensus Estimate of $247.67 million by 2.53% [1] - The company's EPS for the same quarter was $1.70, up from $1.21 a year ago, also surpassing the consensus estimate of $1.65 by 2.83% [1] Financial Performance Metrics - Efficiency Ratio was reported at 60.8%, higher than the estimated 56.2% by analysts [4] - Net interest margin (FTE) stood at 3.8%, exceeding the average estimate of 3.6% [4] - Total Non-Interest Income was $41.45 million, above the estimated $39.94 million [4] - Net Interest Income reached $212.49 million, compared to the average estimate of $207.65 million [4] - Average Balance of Total interest-earning assets was $22.48 billion, slightly below the estimate of $22.56 billion [4] Additional Income Metrics - Cash surrender value increase of life insurance policies was $2.7 million, slightly above the estimate of $2.63 million [4] - Loan level derivative income was $1.23 million, exceeding the estimate of $1.01 million [4] - Interchange and ATM fees were reported at $5.38 million, below the estimated $6 million [4] - Deposit account fees were $9.1 million, above the estimate of $8.72 million [4] - Other noninterest income was $7.65 million, compared to the average estimate of $6.84 million [4] - Mortgage banking income was $1.27 million, exceeding the estimate of $1.15 million [4] - Investment management and advisory income was $13.79 million, slightly above the estimate of $13.75 million [4] Stock Performance - Shares of Independent Bank Corp. have returned +4.9% over the past month, outperforming the Zacks S&P 500 composite's +0.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - Lululemon reported revenue of $2.57 billion for the quarter ended October 2025, reflecting a year-over-year increase of 7.1% and a surprise of +3.4% over the Zacks Consensus Estimate of $2.48 billion [1] - The company's EPS was $2.59, down from $2.87 in the same quarter last year, but exceeded the consensus estimate of $2.22 by +16.67% [1] Financial Performance Metrics - Total stores reached 796, slightly below the average estimate of 798 [4] - Total Gross Square Footage was 3,630.00 Ksq ft, surpassing the average estimate of 3,597.12 Ksq ft [4] - Total Comparable Sales increased by 2% in constant dollars, outperforming the estimated 0% [4] - Geographic Revenues from China Mainland were $465.36 million, exceeding the average estimate of $395.35 million, marking a +46.2% year-over-year change [4] - Geographic Revenues from the Rest of World totaled $367.18 million, above the average estimate of $359.25 million, with a +19.2% year-over-year increase [4] - Geographic Revenues from the Americas were $1.73 billion, slightly below the average estimate of $1.74 billion, reflecting a -2.1% year-over-year decline [4] - Geographic Revenues from the United States were $1.38 billion, compared to the average estimate of $1.4 billion, indicating a -3% year-over-year decrease [4] Revenue by Channel - E-commerce revenue was $1.07 billion, exceeding the estimated $981.41 million, with a +12.9% year-over-year increase [4] - Revenue from company-operated stores was $1.21 billion, below the average estimate of $1.26 billion, showing a -0.3% year-over-year change [4] - Other channels generated $292.61 million, surpassing the estimated $260.68 million, with a +21.2% year-over-year increase [4] Revenue by Category - Revenue from Accessories and other categories was $324.73 million, slightly above the average estimate of $321.46 million, reflecting a +12.2% year-over-year change [4]

Core Insights - The Beauty Health Company (SKIN) reported a revenue of $70.7 million for the quarter ended September 2025, reflecting a 10.3% decline year-over-year [1] - The company's EPS was -$0.09, an improvement from -$0.15 in the same quarter last year, but below the consensus estimate of -$0.08, resulting in a surprise of -12.5% [1] - The revenue exceeded the Zacks Consensus Estimate of $68.75 million by 2.84% [1] Revenue Breakdown - Geographic Revenue in the Americas was $48.3 million, surpassing the estimated $46.45 million, but down 6.9% from the previous year [4] - EMEA revenue stood at $16.1 million, slightly above the estimated $15.94 million, with no year-over-year change [4] - Asia Pacific revenue was $6.3 million, exceeding the estimate of $6 million, but down significantly by 41.7% compared to the year-ago quarter [4] Sales Performance - Delivery Systems Net Sales reached $20.8 million, exceeding the estimate of $17.03 million, but down 24.6% year-over-year [4] - Consumables Net Sales were reported at $49.8 million, slightly below the estimated $51.36 million, reflecting a 2.7% decline from the previous year [4] Stock Performance - Over the past month, shares of Beauty Health have declined by 13.5%, contrasting with a 1.3% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]