Zacks Investment Ideas feature highlights: SoFi, Apple and Eaton

For Immediate Release

Chicago, IL – February 12, 2026 – Today, Zacks Investment Ideas feature highlights SoFi SOFI, Apple AAPL and Eaton ETN.

These 3 Companies Shattered Quarterly Records

The 2025 Q4 earnings cycle keeps rolling along, with a wide array of S&P 500 companies already delivering results. The period has yet again been one of resilience, with overall growth remaining strong and a solid amount of companies exceeding quarterly expectations.

But more specifically, this cycle, several companies – SoFi, Apple and Eaton – posted results that broke records in one way or another.

Apple Sees Record iPhone Sales

Investor-favorite Apple continued to fire on all cylinders in its latest release, with the company posting records across revenue, adjusted EPS, iPhone sales, and Services revenue. Sales of $143.8 billion grew 16% year-over-year, whereas adjusted EPS of $2.84 was up 19% from the year-ago period.

The Services segment of Apple has continued to be a nice growth engine for the company, overall helping reduce its reliance on the iPhone, though the iPhone still accounts for the majority of its sales. Concerning iPhone results, the company posted all-time records across every geographic segment, with sales coming in at $85.3 billion.

Eaton Breaks Records, Again

Eaton is an intelligent power management company that provides products for the data center, utility, industrial, commercial, machine building, residential, aerospace, and mobility markets. Shares have been a big beneficiary of the AI frenzy thanks to the data center exposure.

Accelerating orders and continued backlog growth contributed to its recent record-breaking quarter, with adjusted EPS of $3.33 reflecting a record alongside all-time high quarterly sales of $7.1 billion that grew 13% year-over-year.

The record-breaking print didn't stop there, with free cash flow of $1.6 billion and segment margins of 24.9% also reaching all-time highs for the company.

ETN shares also reflect a great opportunity for those with an appetite for income, sporting a 7.8% five-year annualized dividend growth rate. Impressively, the company has paid a dividend on its shares every year since 1923.

SoFi Reports Multiple Records

SoFi similarly came out swinging strong in the latest release, posting record New Member additions of 1.0 million, reflecting a 35% year-over-year climb. Total fee-based revenue shot 50% higher from the year-ago period to a record $443 million, whereas total loan originations also reached a record $10.5 billion, growing 46% YoY.

More specifically, personal loan originations of $7.5 billion were an all-time high, with home loan originations of $1.1 billion also reflecting a record. As reflected by these results, consumers undoubtedly find the company's offerings attractive, with the company also becoming the first nationally chartered bank to launch crypto trading for consumers.

Bottom Line

The 2025 Q4 earnings season continues to roll along, with the period broadly positive and resilient.

And throughout the period, several companies – Apple, SoFi Technologies and Eaton – all posting record-breaking results.

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