Clear Channel Outdoor (CCO) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of $0.01. This compares to a loss of $0.01 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -175.19%. A quarter ago, it was expected that this outdoor advertising company would post a loss of $0.04 per share when it actually produced a loss of $0.03, delivering a surprise of +25%.Over the last four quarters, the com ...

| 板块名称 | | 涨跌幅 (%) 板块资金流向 | 净流出最大 | | --- | --- | --- | --- | | 计算机 | -1.13 | -92.91亿元 | 海联讯 | | 传媒 | -2.74 | -61.88亿元 | 电广传媒 | | IT服务III | -1.14 | -44.15亿元 | 海联讯 | | IT服务 II | -1.12 | -44.13亿元 | 海联讯 | | 软件开发 | -2.24 | -43.48亿元 | 经纬恒润-W | | 垂直应用软 件 | -1.33 | -22.08亿元 | 经纬恒润-W | | 横向通用软 件 | -4.86 | -21.32亿元 | 大恒科技 | | --- | --- | --- | --- | | 影视院线 | -7.46 | -18.62亿元 | 华谊兄弟 | | 影视动漫制 作 | -6.26 | -16.46亿元 | 华谊兄弟 | | 广告营销 | -1.92 | -15.42亿元 | 三人行 | 据交易所数据显示，截至2月24日开盘一小时，大盘主力资金净流入69.90亿元。主力资金流出前十大板块分别为：计算机（-92. ...

Investors interested in Business Services stocks should always be looking to find the best-performing companies in the group. Enpro (NPO) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Business Services peers, we might be able to answer that question.Enpro is a member of our Business Services group, which includes 237 different companies and ...

We recently published 10 Firms Outperform Wall Street With Surprising Gains. Omnicom Group Inc. (NYSE:OMC) was one of the best performers on Thursday. Omnicom Group soared by 15.36 percent on Thursday to finish at $80.94 apiece as investors gobbled up amid efforts to boost shareholder value through dividends and a $5 billion share buyback program. In an announcement during the day, Omnicom Group Inc. (NYSE:OMC) said that it would distribute $0.80 worth of dividends to all common shareholders on record as ...

Market Overview - The S&P 500 experienced a decline of approximately 0.6%, primarily driven by a drop in big tech stocks, which fell about 0.7% [1][2] - The VIX index is trading with a 20 handle, indicating increased market volatility [1] - The 10-year Treasury yield is currently at 4.07% [2] Geopolitical and Economic Factors - U.S. military buildup in the Middle East has raised speculation about a potential attack on Iran, dampening market sentiment [2][3] - The trade deficit in the U.S. has reached its widest level in modern history, with tariffs failing to narrow it or boost domestic manufacturing [4][36] Company-Specific Insights - Blue Owl, an asset manager, has faced investor withdrawals from one of its private credit funds, negatively impacting its stock and those of peers like Apollo, Blackstone, and KKR [3] - CRH, a building materials giant, reported adjusted revenue in line with estimates and is actively involved in over 100 data center projects across the U.S., indicating strong demand in this sector [19][21] Investment Strategies and Trends - There is a focus on diversifying within the AI theme, with an emphasis on AI infrastructure as a key area for growth [10][11] - Emerging markets (E.M.) are being considered as a source of diversification and earnings growth, with significant inflows noted [11][12] - Companies are advised to invest in defensive AI sectors, such as semiconductors and hardware, to mitigate risks in the current market environment [15][16] Economic Outlook - The upcoming GDP report is expected to show strong growth, with significant investment in the economy contributing to this outlook [36][40] - Wage growth has been broad-based, particularly in manufacturing, indicating a positive economic trajectory [44][50] Corporate Actions and Market Reactions - Bank of America plans to commit $25 billion to private credit deals, reflecting a strategic shift in its investment approach [34] - Walmart's shares have seen a decline despite strong performance, attributed to cautious earnings forecasts amid a challenging economic backdrop [67][70]

Market Overview - The trading day ended with major U.S. indices showing declines, with the S&P 500 dropping about 20 points (approximately 0.3%), the Dow Jones down about 270 points (around 0.5%), and the Nasdaq also down 0.3% [6][8] - The Russell 2000 was a minor exception, gaining about 6 points (0.25%) [7] Economic Indicators - There are high expectations for the upcoming GDP report, with anticipated growth of 2.7% for the fourth quarter, which is significant for the size of the economy [5] - Recent economic data has been encouraging, contributing to market sentiment [4] Commodity and Cryptocurrency Performance - Gold prices have risen above $5,000 per ounce, reflecting geopolitical fears impacting market behavior [3] - Bitcoin is trading around $67,000, showing an increase of nearly $800 [3] Company Earnings and Performance - Akamai reported adjusted EPS of $1.84, beating estimates of $1.76, with revenue in line at approximately $0.1 billion [9] - Omnicom, an advertising and marketing company, saw a significant gain of about 15% after reporting fourth-quarter revenue that exceeded consensus estimates and announcing a $5 billion share buyback [12] - Deere, the world's largest farm machinery maker, gained nearly 12% after raising its annual profit outlook due to anticipated improvements in the agriculture economy [13] - Etsy reported a gain of about 9% after announcing a deal to sell its Depop business to eBay for approximately $0.2 billion [14] Notable Declines - Booking Holdings experienced a decline of over 6.1% after reporting fourth-quarter adjusted EPS below expectations, despite other results being largely above consensus [18] - Blue Owl Capital shares fell by 6% after the company restricted withdrawals from one of its private credit funds, raising concerns about the private credit industry [20] - Klarna Group shares dropped by more than 26% following two consecutive quarters of losses, with a pre-tax loss of $241 million despite record revenue [21]

Core Insights - Omnicom reported quarterly earnings of $2.59 per share, missing the Zacks Consensus Estimate of $2.94 per share, but showing an increase from $2.41 per share a year ago, resulting in an earnings surprise of -11.91% [1] - The company posted revenues of $5.53 billion for the quarter ended December 2025, which was 25.31% below the Zacks Consensus Estimate, but an increase from $4.32 billion year-over-year [2] - Omnicom shares have declined approximately 15.8% since the beginning of the year, contrasting with the S&P 500's zero return [3] Earnings Outlook - The future performance of Omnicom's stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.71 on revenues of $6.01 billion, and for the current fiscal year, it is $9.78 on revenues of $26.18 billion [7] Industry Context - The Advertising and Marketing industry, to which Omnicom belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Katie Greipel taking you through to that closing bell with the global simulcast Carol Massar and Tim Stenovec pop up on the screen. Welcome to our audiences across all of our Bloomberg platforms.That's television, that's radio. That's our partnership with YouTube passing the most crucial moments of the day. Carol Massar Yes, we had a little bit of a rebound rally here on the day, some of the gains being given back ...

Financial Data and Key Metrics Changes - The acquisition of Interpublic closed on November 26, 2025, and its results were included for only December 2025 [16] - Adjusted operating income (EBIT) for Q4 was $876 million, and adjusted EBITDA was $929 million at a 16.8% margin, an increase of 10 basis points compared to last year [18] - Non-GAAP adjusted net income per diluted share was $2.59, based on weighted average shares outstanding of 233.8 million, up from last year due to shares issued for the IPG acquisition [19] Business Line Data and Key Metrics Changes - The media business performed well in Q4, while the PR business experienced negative growth due to challenging prior year comparisons [21] - Organic growth in Q4 2025 would have been approximately 4% if calculated consistently with prior practices, excluding planned dispositions [20] - Approximately 40% of revenue to be disposed of relates to execution and support disciplines, and 25% relates to the advertising group [22] Market Data and Key Metrics Changes - Strong growth was observed in the U.S. markets, particularly in media, as well as in European markets and the Middle East [22] - France, the Netherlands, and China struggled in Q4, while Latin America showed strong performance [22] Company Strategy and Development Direction - The company is focused on delivering integrated services that connect media, creative content, commerce, consulting, data, and technology [7] - A $5 billion share repurchase program was authorized, with a $2.5 billion accelerated share repurchase program launched [10] - The company plans to simplify and realign its portfolio, identifying non-strategic operations with approximately $2.5 billion in annual revenue for sale or exit [8] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the integration of Interpublic and the momentum gained in a short period [5] - The company expects to achieve $1.5 billion in annual run rate synergies over the next 30 months, doubling the initial estimate [9] - Management noted that brands are increasingly seeking enterprise-level partners to optimize marketing investments across platforms [12] Other Important Information - The company recorded severance and repositioning costs of $1.1 billion related to the acquisition and restructuring [17] - Free cash flow for the year improved significantly, driven by the addition of IPG and better management of working capital [23] - The company ended 2025 with cash equivalents and short-term investments of $6.9 billion, up $2.5 billion from last year [29] Q&A Session Summary Question: Expectations for organic growth in retained business - Management indicated that media could represent mid-50% of revenue going forward, with advertising slightly less than 20% [38] Question: Clarification on margins for disposed businesses - Margins for disposed businesses are based on the $2.5 billion, with the remaining assets expected to provide healthy dividends [70] Question: Reception of combined company offering - Enthusiasm was noted among clients and employees regarding the combined capabilities of the new organization [45] Question: Clarification on organic growth calculation - The 4% organic growth figure excludes businesses intended for disposal, reflecting stronger growth in retained businesses [49] Question: Feedback on the Omni platform - Clients have shown overwhelming excitement for the capabilities of the new Omni platform, which integrates various legacy systems [80] Question: Plans for cost synergies - A substantial portion of the $1.5 billion cost synergies is expected to flow through to the bottom line, with some reinvestment in growth initiatives [82]

2025 FOURTH QUARTER & FULL YEAR February 18, 2026 THE NEW OMNICOM - CLIENTS, PEOPLE & PLATFORMS 2 3 ◦ Simplified and aligned portfolio of businesses to deliver integrated services connecting media, creative content, consulting, data, technology, and commerce across our organization • Connected Capabilities provides higher-growth strategic services linked to business outcomes for clients ◦ Identified smaller markets to move from majority to minority-owned position • Revenue of approximately $700 million(i) ◦ ...