Daily Earnings

It was a mixed day for earnings and guidance, with both significant positive and negative surprises.

Guidance:

• Positive Guidance:
  • Verizon Communications (VZ): Expects 2026 earnings above estimates.
  • Moog (MOG.A): Raised guidance.
  • American Express (AXP): Guided revenue above estimates.
• Negative Guidance:
  • Autoliv Inc. (ALV): Sees 2026 revenue below estimates.
• In-line/Reaffirmed Guidance:
  • Colgate-Palmolive (CL): Guides in-line.
  • Church & Dwight (CHD): Guides in-line for the year.
  • Air Products (APD): Reaffirms guidance.
  • Gentex (GNTX): Guides in-line.

Results:

• In-line with Expectations:
  • SoFi (SOFI): Reported earnings in-line, revenue grew significantly, record new members, and provided a positive 2026 outlook.
• Top Surprises:
  • Positive Surprise:
    • Brookfield Renewable Partners (BEP): Beat consensus earnings estimates by a significant margin (258.82%) and exceeded revenue estimates.
  • Negative Surprise:
    • BCB Bancorp (BCBP): Missed consensus loss per share estimates by a significant margin (180.77%) and revenue fell.

Upcoming Earnings:

• Palantir Technologies (PLTR): Expected to beat estimates when reporting on Monday, February 2, 2026.