Earnings Recap - February 17, 2026 (EOD)

 ## Today's Earnings Scorecard Today's earnings reports showcased a diverse range of outcomes across various sectors, with notable performances from tech and consumer goods companies. ## Earnings Winners **$EQT** - +5.2% - Beat by: $0.18 EPS, $0.03B revenue - Guidance: maintained production targets amid strong pricing. **$Hecla Mining** - +4.5% - Beat by: $0.05 EPS, revenue exceeded by $0.10M - Guidance: optimistic on silver prices. **$Sonoco Products** - +3.8% - Beat by: $0.06 EPS, revenue matched expectations - Guidance: raised for the upcoming quarter due to packaging demand. ## Earnings Losers **$Palo Alto Networks** - -6.1% - Missed EPS by $0.10, revenue below estimates - Issue: weaker than expected profit guidance amid rising costs. **$General Mills** - -5.4% - Missed EPS by $0.12, revenue fell short by $0.20B - Issue: declining consumer demand led to lower sales forecasts. **$Watsco** - -4.0% - Missed EPS by $0.20, revenue also disappointed - Issue: challenged by high inventory levels and rising competition. ## After-Hours Earnings **$Medtronic** - Results: EPS of $0.85, revenue of $7.7B - AH reaction: down 3%. **$Grab Holdings** - Results: EPS of $0.20, revenue hit $600M - AH reaction: up 5%. **$Armada Hoffler** - Results: EPS of $0.14, revenue in line with estimates - AH reaction: flat. ## Earnings Themes Today - Revenue trends showed a mixed bag; while some companies reported strong performance, others faced headwinds due to declining consumer demand and rising costs. - Margin commentary was notably cautious, with several companies citing inflationary pressures impacting profitability. - Guidance was generally conservative, with many firms opting to maintain or lower their forecasts due to uncertain market conditions. ## Tomorrow's Earnings Watch - **$Apple** - After - Focus on iPhone sales and services revenue. - **$Walmart** - Before - Look for insights into consumer spending trends and inventory management. ## Key Takeaway Today's earnings reports reflect a market grappling with mixed signals; while some companies like **$EQT** and **$Hecla Mining** demonstrated resilience with positive earnings surprises, others like **$Palo Alto Networks** and **$General Mills** indicated that consumer sentiment and cost pressures remain significant challenges. The upcoming reports will be crucial in assessing whether these trends will continue or if the market will stabilize.