Daily Earnings

It was a mixed day for earnings, with some strong positive guidance and beats balanced by significant misses and negative outlooks.

Guidance and Results Overview:

• SoFi (SOFI): Reported in-line with Q4 expectations for EPS and beat on revenue. Provided 2026 guidance above consensus for both EPS and revenue.
• Verizon Communications (VZ): Issued 2026 earnings guidance above current estimates.
• Autoliv Inc. (ALV): Provided 2026 revenue guidance below current estimates.
• Moog (MOG.A): Raised guidance.
• American Express (AXP): Guided revenue above estimates.
• Colgate-Palmolive (CL): Guided in-line.
• Church & Dwight (CHD): Guided in-line for the year.
• Air Products (APD): Reaffirmed guidance.
• Gentex (GNTX): Guided in-line.

Top Surprises:

• Positive Surprise:
  • Brookfield Renewable Partners (BEP): Significantly beat consensus estimates for EPS ($0.54 reported vs. $0.34 loss estimated) and revenue ($1.54 billion reported vs. $935 million estimated).
• Negative Surprise:
  • BCB Bancorp (BCBP): Missed consensus estimates for EPS, reporting a loss of $0.73 per share against an estimated loss of $0.26 per share.

Upcoming Expectations:

• Palantir Technologies (PLTR): Expected to beat estimates for its upcoming earnings report on February 2, 2026.