Key Takeaways UPS posted Q4 EPS of $2.38, beating estimates but down 13.5% year over year.Q4 revenues of $24.4B beat estimates but fell 3.3% due to a decline in volume and Mail Innovations business. UPS expects 2026 revenues of $89.7 billion, higher than the 2025 reported figure of $88.7 billion.United Parcel Service, Inc. (UPS)  reported solid fourth-quarter 2025 results, wherein the company’s earnings and revenues surpassed the Zacks Consensus Estimate.Quarterly earnings per share (excluding 28 cents from ...

Key Takeaways IP is expected to post Q4 revenues of $5.88B, up 28.4% YoY, driven largely by acquisitions.IP's Q4 EPS estimate fell 20% to 28 cents, though it would still improve from last year's level.IP's EMEA sales are projected to jump on DS Smith, while weaker industrial demand pressures margins.International Paper Company (IP) is scheduled to report fourth-quarter 2025 results on Jan 29, 2026, before the opening bell.The Zacks Consensus Estimate for IP’s fourth-quarter revenues is pegged at $5.88 billi ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Wayfair (W) , which belongs to the Zacks Internet - Commerce industry.When looking at the last two reports, this online home goods retailer has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 96.92%, on average, in the last two quarters.For the last reported quarter, Wayfair came out with earnings of $0.7 per sha ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Asbury Automotive Group (ABG) . This company, which is in the Zacks Automotive - Retail and Whole Sales industry, shows potential for another earnings beat.This auto dealership chain has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Arlo Technologies (ARLO) , which belongs to the Zacks Internet - Software industry, could be a great candidate to consider.This maker of smart connected devices has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 6.46%.For the most recent quarter, ...

核心观点 - 医疗技术公司Masimo (MASI) 凭借其强劲的盈利超预期历史以及当前积极的Zacks盈利ESP指标 被认为在即将于2026年2月26日发布的下一份财报中 有可能再次实现盈利超预期 [1][5][8] 历史盈利表现 - 在最近两个季度 Masimo均实现了盈利超预期 平均超出幅度为9.53% [1] - 最近一个报告季度 公司每股收益为1.32美元 超出Zacks一致预期1.19美元 超出幅度为10.92% [2] - 上一个季度 公司实际每股收益为1.33美元 超出预期1.23美元 超出幅度为8.13% [2] 未来盈利预测指标 - Masimo目前的Zacks盈利ESP（预期惊喜预测）为+8.04% 表明分析师近期对公司的盈利前景变得乐观 [8] - 该股票同时拥有Zacks排名第2级（买入）评级 [8] - 研究显示 同时拥有正盈利ESP和Zacks排名第3级（持有）或更好评级的股票 有近70%的概率实现盈利超预期 这意味着10只此类股票中 可能有高达7只会超出共识预期 [6] 指标说明 - Zacks盈利ESP通过比较季度“最准确估计”与“Zacks共识估计”来计算 “最准确估计”是共识估计的一个版本 其定义与变动相关 其理念是 在财报发布前修正其估计的分析师拥有最新信息 这些信息可能比他们和其他人早前预测的共识更准确 [7]

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Great Lakes Dredge & Dock (GLDD) , which belongs to the Zacks Building Products - Heavy Construction industry, could be a great candidate to consider.This provider of dredging and dock-contracting services has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two qua ...

甲骨文公司资本支出与增长战略 - 公司将2026财年资本支出预测大幅上调至约500亿美元，较此前预期高出近150亿美元，以应对不断增长的AI和企业云需求[1] - 在2026财年第二季度，公司投资了约120亿美元，主要用于基于GPU的基础设施和数据中心，以支持甲骨文云基础设施的增长，该支出导致当季自由现金流为负[2] - 公司强调大部分资本支出集中在创收设备上，而非长期房地产资产，由于设备在数据中心建设周期后期添加，客户上线后即可快速产生收入，缩短了投资与货币化的时间差[2] - 这些投资与公司不断扩大的订单积压和需求渠道紧密相关，管理层表示许多新订单可快速货币化，因为产能已就绪或在建中[3] - 公司预计从2027财年开始，由AI训练、推理和多云部署驱动，将带来约40亿美元的增量收入加速增长[3] - 公司通过债务市场和客户提供或租赁芯片等替代模式相结合的方式来为增长提供资金，保持收入与成本同步，并持续通过新增区域和多云数据中心扩大其全球云覆盖范围[4] 主要竞争对手的资本支出与竞争态势 - 亚马逊在2025年第三季度资本支出近900亿美元，主要用于AWS、定制芯片和AI产能，显示出对长期云需求的强烈信心，公司新增了3.8吉瓦的电力容量，并部署了Trainium芯片和大型AI集群[6] - 谷歌在2025年第三季度资本支出约240亿美元，主要用于服务器和数据中心以支持增长的谷歌云和AI需求，其TPU路线图与英伟达GPU相结合提升了性能和成本效益，快速的数据中心扩张支持着1550亿美元的订单积压[7] 公司股价表现与估值 - 过去六个月，甲骨文股价下跌了26.3%，表现逊于Zacks计算机与技术板块14.4%的增长和Zacks计算机-软件行业13.5%的跌幅[8] - 从估值角度看，公司股票目前基于未来12个月收益的市盈率为23.1倍，低于行业平均的26.69倍，其价值评分为D[12] - Zacks对甲骨文2026财年每股收益的一致预期为7.42美元，过去30天下调了0.7%，该收益数字意味着较2025财年报告的数据增长23.05%[14]

Key Takeaways OTIS is expected to report Q4 adjusted EPS of $1.03, up 10.8% from the prior year's 93 cents.Strong Service segment growth likely drove sales gains, offsetting weakness in New Equipment and China.OTIS' adjusted EBITDA is projected to rise 10.7% to $698.3M, with margins expanding 60 basis points.Otis Worldwide Corporation (OTIS) is scheduled to report fourth-quarter 2025 results on Jan. 28, 2026, before the opening bell.In the last reported quarter, the company’s adjusted earnings topped the Za ...

Key Takeaways Imperial Oil is set to release Q4 earnings on Jan. 30, with EPS at $1.40 on $10.5B revenues.Imperial Oil's restructuring integrates ExxonMobil's scale and targets $150M in savings by 2028.Imperial Oil estimates show Q4 EPS down 17.2% YoY, while sales estimates are up 16%.Imperial Oil Limited (IMO) is set to release fourth-quarter 2025 results on Jan. 30, 2026. The Zacks Consensus Estimate for earnings is pegged at $1.40 per share on revenues of $10.5 billion.Let us delve into the factors that ...