Earnings Recap - February 16, 2026 (EOD)

 ## Today's Earnings Scorecard Overview of how earnings reports moved stocks today. ## Earnings Winners **$BHP** - +12% - Beat by: $1.45 EPS vs. $1.23 expected; Revenue of $22.5 billion beat estimates of $21.2 billion - Guidance: Maintained strong demand outlook for copper amid ongoing supply constraints. **$Deterra Royalties** - +6% - Beat by: 36% profit increase driven by increased royalty income from higher commodity prices - Guidance: Maintained growth expectations. **$Casio** - +8% - Beat by: Operating profit surged 976% in timepiece segment driven by strong demand - Guidance: Raised expectations for continued growth in the timepiece market. ## Earnings Losers **$Reliance Worldwide** - -5% - Missed: Reported $0.20 EPS vs. $0.25 expected; Revenue fell short at $1.05 billion compared to $1.15 billion - Issue: Challenges in plumbing products due to supply chain disruptions. **$HealthCo** - -4% - Missed: Q1 revenue growth was stable at 3%, below expectations of 6% - Issue: Struggled with operational challenges at Healthscope affecting growth rates. **$Treasury Wine Estates** - -7% - Missed: Losses widened due to a large writedown on their US business, leading to an unexpected net loss - Issue: Oversupply and declining demand in the US market. ## After-Hours Earnings **$Wynnstay Group Plc** - Results: Reported a 20% increase in revenue but missed profit expectations - AH reaction: Stock down 3%. **$Mercury General** - Results: Reported Q4 earnings of $0.50 EPS, below expectations of $0.60 - AH reaction: Stock down 5%. ## Earnings Themes Today - Strong performances in the commodity sector, particularly for companies like **$BHP**, driven by rising prices and demand for copper. - Significant profit increases reported by companies in the luxury and consumer goods sectors, such as **$Casio**, reflecting strong market recovery post-pandemic. - Challenges in the healthcare and consumer discretionary sectors, with companies like **$Reliance Worldwide** and **$Treasury Wine Estates** facing headwinds from supply chain issues and market dynamics. ## Tomorrow's Earnings Watch - **$Coca-Cola European Partners** - Before - Key metric to watch: Revenue growth amid changing consumer preferences. - **$Intel** - After - Key metric to watch: Earnings guidance following ongoing restructuring efforts. ## Key Takeaway Today's earnings reports highlight a bifurcation in market performance, with commodities and luxury goods thriving while healthcare and consumer sectors face challenges. This divergence underscores the importance of sector selection in navigating the current market landscape.