Earnings360 Newsletter for 2/20/2026

Earnings360 Newsletter for 2/20/2026
Earnings Highlights: DPZ, KTOS, VNOM, SMMT, D, FANG, BWXT, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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3 Discount Retail Stocks to Watch as Earnings Put Valuations to the Test
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Friday, February 20 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AD Array Digital Infrastructure$48.41$0.30$0.48$0.18$60.33$0.00131.2%
AU AngloGold Ashanti$121.00$1.90$1.90$0.00$3.07 thousand$2.99 thousand
BCPC Balchem$175.68$1.29$1.31$0.02$263.62$259.59
DNOW DNOW$11.85$0.15$0.15$0.00$959.00$969.5068.0%
ESAB ESAB$122.50$1.34$1.35$0.01$720.99$687.807.5%
HBM HudBay Minerals$26.05$0.40$0.22($0.18)$732.90$730.1325.3%
LAMR Lamar Advertising$132.03$2.18$1.50($0.68)$595.93$592.70
ONEXF ONEX$75.26 - $2.64 - $234.00$0.00
PPL PPL$37.22$0.42$0.41($0.01)$2.27 thousand$2.34 thousand2.8%
THG The Hanover Insurance Group$173.98 - $5.46 - $1.67 thousand$0.00
WU Western Union$9.19$0.43$0.45$0.02$1.00 thousand$1.04 thousand-4.7%
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Thursday, February 19 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AFLYY Air France-KLM$1.49$0.04$0.23$0.19$9.53 thousand$9.43 thousand
AG First Majestic Silver$28.61$0.27$0.30$0.03$463.92$561.30169.2%
AGM Federal Agricultural Mortgage$155.26$4.50$3.66($0.84)$101.39$107.45
AKAM Akamai Technologies$98.75$1.75$1.84$0.09$1.09 thousand$1.08 thousand7.4%
ALRM Alarm.com$44.24$0.66$0.72$0.06$261.66$250.758.1%
AMH American Homes 4 Rent$29.43$0.47$0.33($0.14)$402.93$459.244.2%
APPN Appian$24.25$0.11$0.15$0.04$202.87$189.3321.7%
ARDX Ardelyx$5.75$0.02($0.01)($0.03)$125.22$118.047.8%
ASIC Ategrity Specialty$22.93$0.35$0.51$0.16$123.34$111.45
AXTI AXT$28.43($0.04)($0.05)($0.01)$23.04$24.24
BRC Brady$91.50$1.09$1.09$0.00$384.14$376.147.7%
CARG CarGurus$27.86$0.61$0.63$0.02$209.09$239.0714.7%
CC Chemours$17.93$0.01$0.05$0.04$1.33 thousand$1.33 thousand-2.2%
CENX Century Aluminum$51.84$1.25$1.25$0.00$633.70$661.63.4%
CGAU Centerra Gold$18.76$0.34$0.41$0.07$401.60$355.39
CHH Choice Hotels International$106.68$1.56$1.60$0.04$390.15$369.26.0%
CNP CenterPoint Energy$42.87$0.46$0.45($0.01)$2.51 thousand$2.23 thousand
CPRT Copart$35.36$0.39$0.36($0.03)$1.12 thousand$1.15 thousand-3.6%
CVE Cenovus Energy$22.51$0.28$0.36$0.08$9.44 thousand$10.89 thousand
CWK Cushman & Wakefield$12.91$0.53$0.54$0.01$2.91 thousand$2.83 thousand10.8%
CWST Casella Waste Systems$92.71$0.22$0.30$0.08$469.06$471.329.7%
DBX Dropbox$24.50$0.66$0.68$0.02$636.20$627.83-1.1%
DE Deere & Company$646.61$1.90$2.42$0.52$9.61 thousand$7.50 thousand17.5%
DTM DT Midstream$137.93$1.11$1.08($0.03)$317.00$320.07
EADSY Airbus$53.85$0.88$0.95$0.07$30.25 thousand$33.55 thousand
ED Consolidated Edison$112.01$0.86$0.89$0.03$3.99 thousand$3.71 thousand8.9%
EGO Eldorado Gold$43.85$0.64$0.63($0.01)$575.14$500.42
EPAM EPAM Systems$130.03$3.16$3.26$0.10$1.41 thousand$1.39 thousand12.8%
ETSY Etsy$52.28$0.88$0.92$0.04$881.64$0.00
EVRG Evergy$82.11$0.57$0.42($0.15)$1.33 thousand$1.41 thousand
EXR Extra Space Storage$150.36$2.03$2.08$0.05$857.47$732.924.3%
FFXDF Fairfax India$17.40 - $2.53 - $0.00$0.00
FG F&G Annuities & Life$23.25$1.34$0.91($0.43)$739.00$1.55 thousand
FIVN Five9$17.74$0.79$0.80$0.01$300.28$298.217.8%
FIX Comfort Systems USA$1,409.67$6.75$9.37$2.62$2.65 thousand$2.34 thousand41.7%
FND Floor & Decor$68.39$0.35$0.36$0.01$1.13 thousand$1.13 thousand2.0%
FNF Fidelity National Financial$51.06$1.51$1.41($0.10)$4.05 thousand$3.66 thousand11.9%
FRFHF Fairfax Financial$1,710.00$55.45$57.57$2.12$7.71 thousand$7.62 thousand
FTI TechnipFMC$64.15$0.51$0.70$0.19$2.52 thousand$2.54 thousand6.3%
FUN Six Flags Entertainment$16.59($0.31)($0.91)($0.60)$650.09$602.68-5.4%
GATX GATX$195.55$2.42$2.44$0.02$449.00$443.678.6%
GH Guardant Health$94.42($0.43)($0.50)($0.07)$281.27$269.7439.4%
GLPI Gaming and Leisure Properties$47.86$0.98$0.99$0.01$407.03$406.024.5%
GRAL GRAIL$43.03($3.33)($2.44)$0.89$43.60$43.33
GTX Garrett Motion$19.28$0.39$0.42$0.03$0.00$0.005.6%
HG Hamilton Insurance Group$31.00$0.69$1.65$0.96$728.33$621.00
HHH Howard Hughes$72.85$0.31$0.10($0.21)$624.45$0.00-36.5%
ICUI ICU Medical$151.57$1.68$1.91$0.23$535.94$541.20-14.1%
IDA IDACORP$143.37$0.74$0.78$0.04$405.24$533.06
INSM Insmed$159.03($1.07)($1.54)($0.47)$263.84$263.97152.6%
IRTC iRhythm Technologies$141.22$0.02$0.29$0.27$208.89$202.6127.1%
ITGR Integer$85.90$1.70$1.76$0.06$472.06$462.735.0%
LAUR Laureate Education$33.44$0.76$0.76$0.00$541.39$527.1027.9%
LKQ LKQ$33.29$0.65$0.59($0.06)$3.31 thousand$3.24 thousand2.7%
LMND Lemonade$50.56($0.41)($0.29)$0.12$228.10$218.0753.3%
LNT Alliant Energy$71.91$0.58$0.60$0.02$1.06 thousand$673.119.0%
LUNMF Lundin Mining$30.41$0.30$0.42$0.12$1.30 thousand$1.18 thousand
LYV Live Nation Entertainment$158.30($1.00)($1.06)($0.06)$6.31 thousand$6.12 thousand11.1%
LZ LegalZoom.com$6.23$0.18$0.17($0.01)$190.27$184.8517.7%
MD Pediatrix Medical Group$19.72$0.53$0.50($0.03)$493.77$486.23-1.7%
MDGL Madrigal Pharmaceuticals$437.79$0.04($2.57)($2.61)$321.08$310.36210.8%
MSEX Middlesex Water$54.80$0.49$0.46($0.03)$46.98$46.91
NEM Newmont$124.16$1.81$2.52$0.71$6.82 thousand$6.18 thousand20.6%
NICE NiCE$114.36$3.23$3.24$0.01$786.50$779.959.0%
NMM Navios Maritime Partners$68.14$2.41$3.40$0.99$365.55$316.0010.0%
OLED Universal Display$102.09$1.28$1.39$0.11$172.93$173.356.5%
ONTO Onto Innovation$212.29$1.28$1.26($0.02)$266.87$265.781.1%
PK Park Hotels & Resorts$11.10$0.46($1.04)($1.50)$629.00$621.79.6%
PLSE Pulse Biosciences$20.19($0.32)($0.26)$0.06-$0.09$0.23
POOL Pool$218.50$0.99$0.84($0.15)$982.21$999.14-.5%
PRAX Praxis Precision Medicines$342.46($3.00)($3.50)($0.50)$0.00$0.26
PRDO Perdoceo Education$31.80$0.54$0.59$0.05$211.64$209.9520.0%
PTCT PTC Therapeutics$70.50($0.21)($1.67)($1.46)$164.68$281.45-22.7%
PWR Quanta Services$549.11$3.02$3.16$0.14$7.84 thousand$7.38 thousand19.7%
REPYY Repsol$21.72$0.63$0.69$0.06$14.91 thousand$14.00 thousand
RNG Ringcentral$34.49$1.14$1.18$0.04$644.03$643.524.8%
SEM Select Medical$14.84$0.23$0.16($0.07)$1.40 thousand$1.36 thousand6.4%
SFM Sprouts Farmers Market$71.50$0.89$0.92$0.03$2.15 thousand$2.15 thousand7.6%
SII Sprott$152.00$0.53$1.11$0.58$61.70$69.12
SO Southern$95.11$0.56$0.55($0.01)$6.98 thousand$6.41 thousand10.1%
ST Sensata Technologies$37.00$0.86$0.88$0.02$917.90$911.031.1%
SVV Savers Value Village$10.07$0.15$0.15$0.00$464.67$458.6315.6%
TECK Teck Resources$59.11$0.59$0.98$0.39$2.23 thousand$2.28 thousand9.8%
THRM Gentherm$32.51$0.57$0.49($0.08)$382.79$371.918.5%
TLX Telix Pharmaceuticals$6.95$0.05($0.01)($0.06)$414.02$421.50
TNDM Tandem Diabetes Care$28.26($0.05)($0.01)$0.04$290.38$277.1415.1%
TRGP Targa Resources$232.30$2.35$2.51$0.16$4.06 thousand$4.12 thousand
TS Tenaris$53.57$0.76$0.87$0.11$3.00 thousand$2.95 thousand5.3%
TXRH Texas Roadhouse$177.93$1.53$1.28($0.25)$1.48 thousand$1.50 thousand3.1%
ULS UL Solutions$78.17$0.46$0.53$0.07$789.00$782.376.8%
UPBD Upbound Group$21.36$0.97$1.01$0.04$1.20 thousand$1.17 thousand10.8%
VC Visteon$95.07$2.08$2.96$0.88$948.00$920.251.0%
VICR Vicor$171.80$0.38$1.01$0.63$107.26$107.7811.5%
VTMX Corporacion Inmobiliaria Vesta$35.98$0.80$2.01$1.21$76.40$1.29 thousand
WK Workiva$57.63$0.68$0.78$0.10$238.94$235.1319.5%
WKC World Kinect$25.04$0.47$0.30($0.17)$9.03 thousand$9.41 thousand-7.5%
WMT Walmart$125.81$0.73$0.74$0.01$190.66 thousand$188.37 thousand5.6%
WSC WillScot$22.53$0.33$0.29($0.04)$565.97$545.34-6.1%
XPRO Expro Group$18.12$0.21$0.21$0.00$382.13$413.47-12.5%
YETI YETI$45.17$0.88$0.92$0.04$583.71$582.436.8%
ZLDPF Zealand Pharma A/S$60.42($1.34)($0.81)$0.53$10.79$19.69

Upcoming Earnings Reports

CompanyRelease DateRelease Time
PRIM Primoris Services2/23/2026Afternoon
SIBN SiBone2/23/2026Afternoon
SKWD Skyward Specialty Insurance Group2/23/2026Afternoon
SMMT Summit Therapeutics2/23/2026Afternoon
TARS Tarsus Pharmaceuticals2/23/2026Morning
UCTT Ultra Clean2/23/2026Afternoon
UFPI UFP Industries2/23/2026Afternoon
VIR Vir Biotechnology2/23/2026Afternoon
VNOM Viper Energy2/23/2026Afternoon
WGS GeneDx2/23/2026Morning
AESI Atlas Energy Solutions2/23/2026Afternoon
ALSN Allison Transmission2/23/2026Morning
AMC AMC Entertainment2/23/2026Morning
APLE Apple Hospitality REIT2/23/2026Afternoon
BBBY Bed Bath & Beyond2/23/2026Afternoon
BCC Boise Cascade2/23/2026Afternoon
BSM Black Stone Minerals2/23/2026Afternoon
BWXT BWX Technologies2/23/2026Afternoon
CNNE Cannae2/23/2026Afternoon
CTEV Claritev2/23/2026Afternoon
CWEN Clearway Energy2/23/2026Afternoon
D Dominion Energy2/23/2026Morning
DEA Easterly Government Properties2/23/2026Morning
DFH Dream Finders Homes1/1/2000Morning
GNW Genworth Financial2/23/2026Afternoon
HIMS Hims & Hers Health2/23/2026Afternoon
IIPR Innovative Industrial Properties2/23/2026Afternoon
INVX Innovex International2/23/2026Afternoon
JBTM JBT Marel1/1/2000Afternoon
KWR Quaker Houghton2/23/2026Afternoon
MAX MediaAlpha2/23/2026Afternoon
OKE ONEOK2/23/2026Afternoon
OPAD Offerpad Solutions2/23/2026Afternoon
OSG Octave Specialty Group2/23/2026Afternoon
PAY Paymentus2/23/2026Afternoon
PLOW Douglas Dynamics2/23/2026Afternoon
PRA ProAssurance2/23/2026Morning
RHP Ryman Hospitality Properties2/23/2026Afternoon
RIG Transocean4/27/2026Afternoon
SCL Stepan2/23/2026Morning
SGHC Super Group (SGHC)2/23/2026Afternoon
VVX V2X2/23/2026Afternoon
EQFN Equitable Financial1/1/2000N/A
GRWC Grow Capital1/1/2000Afternoon
ACVA ACV Auctions2/23/2026Afternoon
ADEA Adeia2/23/2026Afternoon
ADUS Addus HomeCare2/23/2026Morning
AXSM Axsome Therapeutics2/23/2026Morning
BHF Brighthouse Financial2/23/2026Morning
BLZE Backblaze2/23/2026Afternoon
BOOM DMC Global2/23/2026Afternoon
CRGO Freightos2/23/2026Morning
DPZ Domino's Pizza1/1/2000Morning
EKSO Ekso Bionics2/23/2026Morning
EVER EverQuote2/23/2026Afternoon
FANG Diamondback Energy2/23/2026Afternoon
FRPT Freshpet2/23/2026Morning
HSTM HealthStream2/23/2026Afternoon
IBRX ImmunityBio2/23/2026Morning
KTOS Kratos Defense & Security Solutions2/23/2026Afternoon
MYGN Myriad Genetics2/23/2026Afternoon
NOVT Novanta2/23/2026Morning
ORIC Oric Pharmaceuticals5/4/2026Morning
FWRD Forward Air2/23/2026Afternoon
KEYS Keysight Technologies2/23/2026Afternoon
PRIM Primoris Services2/23/2026Afternoon
TNC Tennant2/23/2026Afternoon
PGC Peapack-Gladstone Financial2/24/2026Morning
ABCL AbCellera Biologics2/24/2026N/A
AIN Albany International2/24/2026Morning
BXC BlueLinx2/24/2026Afternoon
CDNA CareDx2/24/2026Afternoon
CLNE Clean Energy Fuels2/24/2026Afternoon
CORT Corcept Therapeutics2/24/2026N/A
CSGP CoStar Group2/24/2026Afternoon
ESTA Establishment Labs2/24/2026Morning
FIS Fidelity National Information Services2/24/2026Morning
LTC LTC Properties2/24/2026Afternoon
MTDR Matador Resources2/24/2026Afternoon
MELI MercadoLibre2/24/2026N/A
NMFC New Mountain Finance2/24/2026Afternoon
SEI Solaris Energy Infrastructure2/24/2026Afternoon
SLDP Solid Power2/24/2026Afternoon
SKT Tanger2/24/2026Afternoon
TEM Tempus AI2/24/2026N/A
TREX Trex2/24/2026Afternoon
WLKP Westlake Chemical Partners2/24/2026Morning
WLK Westlake2/24/2026Morning
MLTX MoonLake Immunotherapeutics2/25/2026Morning
FOLD Amicus Therapeutics2/25/2026Morning
ACHC Acadia Healthcare2/25/2026Morning
CHYM Chime Financial2/25/2026Afternoon
CRCL Circle Internet Group2/25/2026N/A
DBRG DigitalBridge Group2/25/2026Afternoon
DRVN Driven Brands2/25/2026Morning
DXPE DXP Enterprises2/25/2026Afternoon
EFC Ellington Financial2/25/2026Afternoon
FIHL Fidelis Insurance2/25/2026Afternoon
GDRX GoodRx2/25/2026Afternoon
HAYW Hayward2/25/2026N/A
IBTA Ibotta2/25/2026Afternoon
NGVT Ingevity2/25/2026Afternoon
MGRC McGrath RentCorp2/25/2026Afternoon
OC Owens Corning2/25/2026N/A
PR Permian Resources2/25/2026Afternoon
SARO StandardAero2/25/2026Afternoon
TTD Trade Desk2/25/2026Afternoon
VCYT Veracyte2/25/2026Afternoon

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