United Airlines: Looking Forward To The FCF Inflection

First Commonwealth Financial (NYSE: FCF) highlighted fourth-quarter momentum and a stronger net interest margin during its fourth quarter 2025 earnings call, while also outlining expectations for 2026 and discussing a planned commercial loan sale tied to an earlier decision to exit the Philadelphia market. Quarterly performance and balance sheet trends President and CEO Mike Price said

First Commonwealth Financial Corporation (FCF) Q4 2025 Earnings Call Transcript

While the top- and bottom-line numbers for First Commonwealth Financial (FCF) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

First Commonwealth Financial (FCF) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.35 per share a year ago.

INDIANA, Pa., Jan. 27, 2026 (GLOBE NEWSWIRE) -- First Commonwealth Financial Corporation (NYSE: FCF) today announced financial results for the fourth quarter and full year of 2025.

Antero Resources made some deals that are adding around 700 MMCFE per day to its production for $2 billion in net cash. It divested Utica Shale assets that it hadn't been developing recently and added Marcellus Shale assets. Antero expects its pro forma 2026 free cash flow to increase by close to $500 million due to the acquisitions.

Vista Energy is executing a high-growth, export-driven strategy in Argentina's Vaca Muerta shale, delivering industry-leading profitability and operational scale. VIST targets production of 180,000 boe/d and $2.8B EBITDA by 2028, with $1.5B cumulative FCF and leverage below 1x, even at modest oil prices. Operational efficiency, low costs ($11/boe), export expansion (75% of revenues by 2028), and firm FCF targets underpin a robust risk/reward profile.

The December 8 update was very encouraging for GE Vernova, with a sequential 2026 margin and FCF step-up, and 2028 targets are now higher on revenue, 20% EBITDA, and >$22B cumulative FCF. The narrative is intact. Power generation and electrification are both in high demand in the AI data center buildout. Power is effectively sold out through 2028 (and largely into 2030), with a backlog skewed to high-margin services ($65B services vs. $19B equipment within $84B power RPO).

INDIANA, Pa., Jan. 09, 2026 (GLOBE NEWSWIRE) -- First Commonwealth Financial Corporation (NYSE: FCF) announced today that it will host a conference call on Wednesday, January 28, 2026 at 2:00 p.m.