Recent Articles from StockStory

Freight carrier Old Dominion (NASDAQ:ODFL) met Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 5.7% year on year to $1.31 billion. Its non-GAAP profit of $1.09 per share was 2.8% above analysts’ consensus estimates.

CSW’s fourth quarter results were met with a significant negative market response, as both revenue and non-GAAP earnings per share fell short of Wall Street expectations. Management attributed the underperformance to elevated acquisition-related costs, higher interest expenses following recent debt-funded acquisitions, and ongoing margin pressures caused by integration of new businesses. CEO Joseph Armes acknowledged that “higher interest expense and gross margin compression from recent acquisitions” played a major role, while CFO James Perry highlighted continued customer destocking in Contractor Solutions. The company’s organic growth remained pressured, particularly in residential HVACR end markets.

Thermo Fisher’s fourth quarter results exceeded Wall Street’s top-line and non-GAAP profit expectations, yet the market responded negatively, reflecting investor concerns beyond headline beats. Management highlighted robust growth in bioproduction, steady performance in clinical research, and continued momentum in pharma and biotech customer segments as key drivers. CEO Marc Casper attributed the quarter’s revenue strength to high-impact product launches—such as the Orbitrap Astro Zoom mass spectrometer and DynaDrive bioreactor—and the company’s ability to manage tariff headwinds and policy dynamics. He acknowledged that academic and industrial end markets remained pressured, particularly in the U.S. and China.

Rigid packaging solutions manufacturer Silgan Holdings (NYSE:SLGN) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 4.1% year on year to $1.47 billion. Its non-GAAP profit of $0.67 per share was 4.3% above analysts’ consensus estimates.

ResMed’s fourth quarter performance drew a positive market reaction, with management attributing the outperformance to strong global demand for its masks and devices, as well as continued growth in its digital health software. CEO Michael Farrell highlighted double-digit growth in the U.S. mask segment—supported by the launch of new fabric mask products and expansion of direct-to-consumer initiatives. Management also pointed to operational efficiencies, particularly in supply chain and manufacturing, as key factors in margin expansion during the quarter. Notably, increased patient engagement, including those starting therapy after using GLP-1 medications, contributed to higher device adoption and resupply rates.

Lazard’s fourth quarter results were shaped by robust growth in both its Financial Advisory and Asset Management businesses, driving performance above Wall Street’s expectations. Management attributed the strong quarter to record advisory revenues, particularly in Europe, the Middle East, and private capital advisory, as well as double-digit asset growth and improved managing director productivity. CEO Peter Orszag described 2025 as a year where “investments in exceptional talent and a diversified platform yielded significant revenue gains,” while CFO Mary Ann Betsch highlighted the firm’s participation in several high-profile transactions as a key performance factor.

Tractor Supply’s fourth quarter results came in below Wall Street expectations, with management pointing to a quieter storm season and reduced discretionary demand as primary factors. CEO Hal Lawton acknowledged that the absence of major weather events, combined with a highly promotional holiday environment, resulted in softer sales for certain seasonal and big-ticket categories. Lawton described these headwinds as "transitory," noting resilience in essential categories and continued share gains in core farm and ranch markets. Management was open about the quarter’s challenges, especially the lack of emergency response sales, while highlighting strong customer engagement and steady growth in needs-based segments.

Blackstone’s fourth quarter results reflected contrasting trends, as revenue surpassed Wall Street’s expectations but profit missed consensus estimates. Management attributed the top-line growth to strong inflows across institutional, private wealth, and insurance channels, as well as robust investment performance in infrastructure and private equity. However, higher costs and a less favorable fee mix weighed on earnings, with CFO Michael Chae noting, “Base management fees in real estate declined moderately, which impacted overall profitability.”

Credit Acceptance’s fourth quarter results surpassed Wall Street revenue and profit expectations, reflecting the company’s focus on expanding dealer relationships and implementing new technology solutions. Management attributed the performance to operational improvements, such as the launch of a new contract origination experience for franchise and large independent dealers, and continued investments in artificial intelligence to streamline workflows. CEO Vinayak Hegde, in his first call as chief executive, emphasized the company’s mission to remove friction for both dealers and consumers, stating, “I believe we can position Credit Acceptance for growth by embracing a digital-first approach and leveraging data-driven insights.”

MarineMax’s fourth quarter results were met with a negative market reaction, reflecting concerns over profitability despite better-than-expected sales growth. Management identified elevated promotional activity and cautious retail behavior as key factors that pressured margins, even as premium product demand and same-store sales rose. CEO Brett McGill highlighted that "market conditions remain challenging throughout the quarter, with elevated promotional activity and cautious retail behavior continuing to influence demand patterns." The quarter’s performance was further shaped by the company’s focus on reducing inventory and expanding higher-margin operations such as marinas and superyacht services.

1-800-FLOWERS’ fourth quarter saw management focus on operational stability and cost discipline amid a challenging sales environment. CEO Adolfo Villagomez credited smoother holiday operations and improvements in order system stability, noting, “The stability of our systems this holiday season represents a clear and substantial improvement.” Management cited a shift to more efficient marketing and changes in online search, which reduced direct traffic, as key drivers of weaker top-line performance. The positive market reaction reflected the company’s notable progress in profitability and organizational efficiency.

Ameriprise Financial’s fourth quarter was marked by double-digit revenue growth and a positive market reaction, reflecting strong client asset flows and robust adviser productivity. Management credited the quarter’s results to continued investments in adviser platform enhancements and technology, as well as high retention and successful recruiting of experienced advisers. CEO Jim Cracchiolo highlighted that “adviser productivity continues to increase nicely,” and called out the rollout of the Signature Wealth platform as a key driver of improved client satisfaction and organic asset growth.

Deckers’ fourth-quarter results were met with a significant positive market reaction, as sales and earnings surpassed Wall Street’s expectations. Management attributed the quarter’s performance to strong global demand for both the HOKA and UGG brands, with balanced growth across direct-to-consumer and wholesale channels. CEO Stefano Caroti highlighted that effective inventory management and high levels of full-price selling supported margin stability, while new product launches in both brands drove consumer engagement. The company noted that its marketplace strategies and robust brand positioning enabled Deckers to “preserve strong gross margins, which contributed to an 11% increase in diluted earnings per share.”

Insurance holding company Kemper (NYSE:KMPR) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 4.3% year on year to $1.14 billion. Its non-GAAP profit of $0.25 per share was 70.8% below analysts’ consensus estimates.

A. O. Smith’s fourth quarter was marked by strong margin expansion and disciplined execution despite flat sales compared to the prior year. Management attributed the company’s improved profitability to gains in the commercial water heater and boiler businesses, as well as significant progress in North American water treatment margins. CEO Stephen Shafer highlighted that “North America segment margin improved 20 basis points over 2024 adjusted segment margin led by profitability improvements in our water treatment business as well as mix benefits from higher commercial sales.” The quarter also saw continued challenges in the China business, offset by benefit from restructuring and cost management efforts.

Xerox’s fourth quarter saw a negative market reaction as the company missed Wall Street’s revenue and profit expectations, despite posting 25.7% year-on-year sales growth. Management attributed the shortfall to ongoing macroeconomic headwinds, including elevated tariffs, rising product costs, and specific challenges in its IT solutions segment due to memory price increases. CEO Steven John Bandrowczak acknowledged, “Macro headwinds continued to weigh on transactional print equipment sales,” but highlighted improving sales pipelines and reduced cancellation rates as signs of stabilization. The integration of Lexmark and IT Savvy contributed to reported growth, but underlying declines persisted in legacy businesses.

Mastercard's fourth quarter results aligned with Wall Street’s revenue expectations while delivering a notable non-GAAP earnings outperformance. Management credited the company’s diversified global footprint and ongoing expansion of value-added services as the key drivers behind the quarter’s growth. CEO Michael Miebach highlighted new issuing deals across the U.S., Europe, and emerging markets, citing strengthened partnerships, especially with Capital One and Scotiabank. He also pointed to strong demand for digital security and analytics offerings, as well as continued volume growth in cross-border payments and commercial card usage.

Arthur J. Gallagher’s third quarter was marked by lower-than-expected revenue and profit, with the market responding negatively to the company’s performance. Management attributed the shortfall primarily to intra-quarter seasonality from the recent AssuredPartners acquisition and weaker contributions from contingent commissions and large life insurance cases. CEO J. Patrick Gallagher, Jr. acknowledged, “the levelized intra-quarter revenue seasonality related to AssuredPartners...produces an $80 million revenue difference to our September estimate,” highlighting unique timing issues that affected results. Segment-wise, U.S. property and casualty operations showed relative resilience, while employee benefits lagged due to fewer large case wins.

Dover’s fourth quarter results were received negatively by the market, despite the company surpassing Wall Street’s expectations for both revenue and adjusted earnings. Management attributed the solid top-line growth to strong bookings, particularly in segments exposed to secular growth markets like climate and sustainability technologies, and robust demand in retail fueling and refrigerated door cases. CEO Richard J. Tobin highlighted that “our strong bookings rates… continue to support underlying momentum across the portfolio,” and cited operational execution and cost management as key contributors to margin improvement.

LPL Financial’s fourth quarter saw revenue and adjusted earnings per share surpass Wall Street expectations, yet the market reacted negatively following the announcement. Management attributed the quarter’s performance to continued organic asset growth, the onboarding of newly acquired businesses like Commonwealth Financial Network, and the successful integration of Atria Wealth Solutions. CEO Rich Steinmeier highlighted that net new asset flows and strong adviser retention rates were key contributors, while President and CFO Matt Audette emphasized expense discipline and progress in driving operating leverage.

Oshkosh’s fourth quarter results drew a negative market response, with investors reacting to a mix of segment performances and ongoing cost pressures. Management attributed Q4 revenue momentum to strong demand in the Access and Vocational segments, specifically highlighting robust year-end orders ahead of 2026 price increases. CEO John Pfeifer noted, “We delivered adjusted operating margin of 8.4% on solid revenue, led by a strong finish in both Access and Vocational.” However, unfavorable product mix and higher manufacturing overheads weighed on operating income, with tariffs adding further pressure, especially in the Access business.

ManpowerGroup’s fourth quarter results for 2025 were received positively by the market, as revenue growth outpaced expectations despite ongoing profit pressure. Management attributed the quarter’s improvement to increased enterprise client demand, especially in key markets like the US, France, and Italy, along with strengthened cost discipline. CEO Jonas Prising emphasized that operational changes, such as structural cost reductions and digitization efforts, contributed to sequential improvements, noting, “We are seeing clear sequential improvement in key demand indicators, including Manpower associates on assignments in key markets.” While gross margins remained under pressure due to mix shifts toward enterprise clients and softer permanent recruitment activities, the company reported progress in stabilizing overall trends.

Caterpillar’s fourth quarter results drew a positive response from the market, as the company reported better-than-expected revenue and adjusted earnings per share. Management credited robust volume growth across its main business segments, particularly in power and energy, for the strong performance. CEO Joe Creed highlighted record sales in power generation and oil and gas, with demand for large generators and turbines tied to data center expansion as a key factor. Management also noted that backlog reached an all-time high, driven by strong ordering activity across construction, resource, and energy markets.

School bus company Blue Bird (NASDAQ:BLBD) announced better-than-expected revenue in Q4 CY2025, with sales up 6.1% year on year to $333.1 million. On the other hand, the company’s full-year revenue guidance of $1.5 billion at the midpoint came in 1.5% below analysts’ estimates. Its non-GAAP profit of $1 per share was 24.8% above analysts’ consensus estimates.

Healthcare distributor and services company McKesson (NYSE:MCK) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 11.4% year on year to $106.2 billion. Its non-GAAP profit of $9.34 per share was 0.7% above analysts’ consensus estimates.

Western Digital’s fourth quarter results surpassed Wall Street’s expectations on both revenue and non-GAAP profitability, yet the market responded negatively. Management attributed the strong performance to robust demand for higher-capacity nearline hard drives, especially from cloud and hyperscale customers, as well as a favorable mix shift toward UltraSMR and ePMR products. CEO Tiang Yew Tan emphasized that “firm purchase orders with our top seven customers through calendar year 2026” signaled continued customer confidence, while CFO Kris Sennesael highlighted tight cost controls and manufacturing efficiency as key factors supporting margin expansion.

Norfolk Southern’s fourth quarter results reflected the impact of continued weakness in freight volumes and competitive pressures, with management noting that service and safety improvements were key internal achievements during a challenging period. CEO Mark George stated, “Q4 played out in an environment where volume was clearly softer than anyone had predicted,” and highlighted disciplined cost management as a counterbalance to external headwinds. The company maintained efficiency gains, with improved train size, fuel efficiency, and safety metrics, but was weighed down by tough intermodal market conditions and lower export coal prices.

Semiconductor testing company FormFactor (NASDAQ:FORM) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 13.6% year on year to $215.2 million. On top of that, next quarter’s revenue guidance ($225 million at the midpoint) was surprisingly good and 10.3% above what analysts were expecting. Its non-GAAP profit of $0.46 per share was 30.6% above analysts’ consensus estimates.

Lockheed Martin’s fourth-quarter results were well received by the market, with leadership attributing the outperformance to strong execution across its core defense programs and a surge in demand for advanced technologies. Management cited record delivery numbers for F-35 fighter jets and PAC-3 interceptors, as well as successful deployments of AI-enabled and space-based systems. CEO James Taiclet highlighted the company’s focus on operational execution and stated, “Our mile-long Fort Worth facility enables an F-35 production rate that is five times faster than any other allied fighter currently in production.”

Manufacturing company Stanley Black & Decker (NYSE:SWK) missed Wall Street’s revenue expectations in Q4 CY2025, with sales flat year on year at $3.68 billion. Its non-GAAP profit of $1.41 per share was 9.9% above analysts’ consensus estimates.

Global agribusiness company Bunge Global (NYSE:BG) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 75.5% year on year to $23.76 billion. Its non-GAAP profit of $1.99 per share was 9.6% above analysts’ consensus estimates.

Cullen/Frost Bankers’ fourth-quarter results aligned with Wall Street’s top-line expectations, but were well received by the market due to a significant non-GAAP earnings outperformance. Management attributed the quarter’s success to the ongoing impact of its Texas-focused branch expansion and strong organic customer growth. CEO Phillip Green highlighted the milestone of opening the 200th location and explained that checking household growth reached what management believes is an industry-leading rate, driven by steady demand for consumer and commercial products. The company also noted that commercial lending activity remained robust, with new loan commitments and commercial relationships tracking at historically high levels.

Kirby’s fourth quarter results fell short of Wall Street’s revenue expectations, leading to a significant negative market reaction. Management cited typical seasonal softness and weather-related delays as primary headwinds, particularly in its marine transportation business, while highlighting strong execution in maintaining margins. CEO David Grzebinski pointed to cost discipline and stable customer demand in the coastal segment as mitigating factors, noting, “Our teams worked hard on controlling costs, operating safely, and protecting margins.” Persistent weakness in the conventional oil and gas market also weighed on distribution and services results.

Cybersecurity exposure management company Tenable (NASDAQ:TENB) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 10.5% year on year to $260.5 million. The company expects next quarter’s revenue to be around $258.5 million, coming in 0.8% above analysts’ estimates. Its non-GAAP profit of $0.48 per share was 15.9% above analysts’ consensus estimates.

International Paper’s fourth quarter was marked by significant operational and strategic shifts as the company announced a plan to separate its North American and EMEA packaging divisions into two independent public entities. Despite revenue surpassing Wall Street expectations, the market responded negatively due to a substantial non-GAAP loss and sharply compressed margins. CEO Andrew K. Silvernail attributed these results to ongoing transformation initiatives, including cost optimization, site closures, and restructuring actions across both regions. Management acknowledged that while cost savings are being realized, near-term profitability was hampered by one-time transformation costs and continued investments in operational reliability.

Parker-Hannifin delivered a positive Q4, as reflected in the strong market reaction following its earnings announcement. Management attributed the company’s performance to a combination of robust growth in aerospace and off-highway verticals, productivity gains, and successful execution of its operating strategy. CEO Jennifer Parmentier highlighted the impact of “record Q2 sales, organic growth of 6.6%, and 150 basis points of margin expansion,” with notable contributions from commercial markets and a diversified portfolio. Segment operating margin expansion and increased backlog also played a significant role in the quarter’s results.

PulteGroup’s fourth quarter saw a positive market reaction as the company delivered revenue above Wall Street’s expectations, despite notable declines in both sales and profit margins. Management attributed the quarter’s performance to continued strength in its geographically diverse operations—especially in the Midwest, Northeast, and Florida—where demand has held up better than in Texas and Western markets. CEO Ryan Marshall emphasized the benefits of the company’s diversified buyer base, noting a 14% year-over-year increase in active adult sign-ups in the quarter. He also highlighted that Del Webb communities, which target active adults, generated the highest gross margins and played a key role in offsetting softness among first-time and move-up buyers.

Clothing and footwear retailer Boot Barn (NYSE:BOOT) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 16% year on year to $705.6 million. The company expects next quarter’s revenue to be around $530 million, coming in 1.3% above analysts’ estimates. Its GAAP profit of $2.79 per share was in line with analysts’ consensus estimates.

OneWater’s fourth quarter was marked by stable revenue and expanding margins, which prompted a positive reaction from the market. Management credited the performance to disciplined inventory management and benefits from recent brand rationalization efforts. CEO Austin Singleton highlighted that the company’s inventory mix and age profile are “healthy,” allowing for improved execution even as same-store sales remained flat. The company’s focus on optimizing its product portfolio and maintaining support from OEM partners helped offset a competitive environment, with margins benefiting from a favorable model mix. Gross profit margin expansion and growth in pre-owned boat sales further contributed to the quarter’s results.

Fast-food company Yum China (NYSE:YUMC) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 8.8% year on year to $2.82 billion. Its non-GAAP profit of $0.40 per share was 9.2% above analysts’ consensus estimates.

Manufacturing company IDEX (NYSE:IEX) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 4.2% year on year to $899.1 million. Its non-GAAP profit of $2.10 per share was 2.9% above analysts’ consensus estimates.

Social network Snapchat (NYSE: SNAP) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 10.2% year on year to $1.72 billion. Its GAAP profit of $0.03 per share was significantly above analysts’ consensus estimates.

Global pharmaceutical company Eli Lilly (NYSE:LLY) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 42.6% year on year to $19.29 billion. The company’s full-year revenue guidance of $81.5 billion at the midpoint came in 4.8% above analysts’ estimates. Its non-GAAP profit of $7.54 per share was 8.7% above analysts’ consensus estimates.

Sherwin-Williams posted fourth-quarter results that met Wall Street’s revenue expectations, with modest growth in core segments and a meaningful contribution from the Suvenil acquisition. Management attributed performance to disciplined cost control, continued investment in new stores and sales territories, and strength in protective and marine coatings, despite ongoing softness in do-it-yourself and new residential demand. CEO Heidi Petz emphasized, “Our team continued to execute our playbook while finding new ways to help our customers become more productive and more profitable,” underscoring the company’s resilience in a difficult operating environment.

Royal Caribbean’s fourth quarter results met Wall Street expectations, and the market responded with a significant rally. Management attributed performance to robust guest demand across its brands, disciplined execution on both commercial initiatives and cost efficiencies, and the successful rollout of new ships and exclusive destinations. CEO Jason Liberty highlighted the company’s “record 9.4 million vacations delivered” and noted that Royal Caribbean’s investments in technology and differentiated experiences helped drive strong customer satisfaction and margin expansion.

OSI Systems’ fourth quarter results were shaped by strong performances in its Security and Optoelectronics divisions, which offset continued challenges in Healthcare. Management pointed to robust demand for security solutions and sustained growth in optoelectronics, especially as customers diversified supply chains and increased investments in advanced manufacturing. CEO Ajay Mehra highlighted that delays in security bookings, particularly due to the U.S. government shutdown, pushed some anticipated orders later but did not weaken the underlying demand pipeline. Despite these operational strengths, a less favorable revenue mix and continued investment in research and development contributed to lower operating margins compared to last year.

Nasdaq’s fourth quarter exceeded Wall Street’s expectations, with management attributing the strong performance to robust growth in its solutions businesses and record activity across its U.S. and European exchanges. CEO Adena Friedman pointed to milestones in index inflows, increased cross-selling in financial technology, and significant new listings activity as core drivers. Management also highlighted the company’s progress in embedding artificial intelligence within its platform, as well as disciplined expense management, despite a more challenging margin environment.

Bread Financial’s fourth quarter was marked by continued execution on its strategy of product diversification and operational discipline, leading to results that exceeded Wall Street’s expectations. Management credited growth to new brand signings, including notable partnerships in retail and installment lending, as well as renewals with existing partners like Caesars Entertainment. CEO Ralph Andretta highlighted the positive impact of an expanded product suite, particularly co-brand credit card programs, and the company’s digital-first approach in driving increased sales and customer engagement. The quarter also benefited from disciplined credit management and a resilient consumer environment, with Andretta noting, “The positive trajectory of our credit sales and credit metrics, along with our new business additions and stable partner base, give us confidence that we are nearing an inflection point of loan growth as we enter 2026.”

Brunswick’s fourth quarter was met with a negative market reaction, despite the company surpassing Wall Street’s revenue and non-GAAP profit expectations. Management attributed the quarter’s performance to improved retail conditions in the second half of the year, robust execution in its propulsion and boat segments, and stabilizing boating participation. CEO David Foulkes noted, “Our performance was underpinned by solid boating participation driving stability in our recurring revenue businesses and outstanding operational execution across the enterprise.” However, tariff-induced uncertainty earlier in the year and ongoing macroeconomic volatility weighed on industry unit sales and dealer sentiment.

Industrial technology company Fortive (NYSE:FTV) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 4.6% year on year to $1.12 billion. Its non-GAAP profit of $0.90 per share was 7.4% above analysts’ consensus estimates.

Industrial materials and tools company Kennametal (NYSE:KMT) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 9.8% year on year to $529.5 million. Guidance for next quarter’s revenue was optimistic at $555 million at the midpoint, 2.2% above analysts’ estimates. Its non-GAAP profit of $0.47 per share was 24.3% above analysts’ consensus estimates.

DXC Technology’s fourth quarter results were met with a negative market response, reflecting investor concerns despite stable headline revenue and a significant non-GAAP earnings per share surprise. Management pointed to strategic progress, particularly in launching a refreshed brand identity and implementing centralized sales enablement, as key drivers in customer engagement during the quarter. CEO Raul Fernandez emphasized that the company’s dual-track strategy—stabilizing legacy operations while accelerating AI-native offerings—has begun to gain traction, with notable wins like the London Metropolitan Police contract attributed to improved go-to-market efforts. However, ongoing flat sales and the continuing decline in organic revenue signaled persistent challenges, especially in the U.S. market.

Dental technology company Align Technology (NASDAQ:ALGN) announced better-than-expected revenue in Q4 CY2025, with sales up 5.3% year on year to $1.05 billion. The company expects next quarter’s revenue to be around $1.02 billion, close to analysts’ estimates. Its non-GAAP profit of $3.29 per share was 10.8% above analysts’ consensus estimates.

Allegro MicroSystems delivered a quarter that was well received by the market, driven by robust demand in both its automotive and industrial segments, particularly in data center applications. Management cited content gains in electric vehicles (XEV) and advanced driver-assistance systems (ADAS) as key contributors, while the data center business set a new record, making up 10% of total sales. CEO Michael Doogue highlighted, “The rapid expansion of higher power AI servers continues to drive increased demand for our fan driver ICs,” and pointed to multiple design wins in both automotive and industrial markets as a reflection of Allegro’s strong execution and rising market presence.

Building operations company Johnson Controls (NYSE:JCI) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 6.8% year on year to $5.80 billion. Its non-GAAP profit of $0.89 per share was 5.7% above analysts’ consensus estimates.

Industrial component provider Timken (NYSE:TKR) announced better-than-expected revenue in Q4 CY2025, with sales up 3.5% year on year to $1.11 billion. Its non-GAAP profit of $1.14 per share was 4.9% above analysts’ consensus estimates.

Adhesive manufacturing company Avery Dennison (NYSE:AVY) missed Wall Street’s revenue expectations in Q4 CY2025 as sales rose 3.9% year on year to $2.27 billion. Its non-GAAP profit of $2.45 per share was 2.9% above analysts’ consensus estimates.

Dolby Laboratories’ fourth quarter results were met with a muted market reaction, despite exceeding Wall Street’s expectations for both revenue and adjusted earnings per share. Management attributed the quarter’s performance to earlier-than-anticipated deal closures, strong momentum in the automotive segment, and continued adoption of Dolby Vision 2 in televisions. CEO Kevin Yeaman highlighted the company’s progress in expanding its technology across more car models and brands, as well as new wins in mobile and streaming, stating, “We have continued momentum in automotive, new growth drivers for Dolby Vision and TVs, and growing adoption of Dolby Vision and social media.” However, a notable decline in operating margin reflected higher restructuring costs and shifts in product mix.

Trane Technologies delivered fourth quarter results that exceeded Wall Street’s revenue and non-GAAP profit expectations, prompting a significant positive market reaction. Management attributed performance to strong commercial HVAC bookings—particularly in the Americas—and continued robust demand across most verticals, including data centers. CEO Dave Regnery highlighted that twelve out of fourteen tracked verticals posted growth, with applied solutions in commercial HVAC experiencing record order momentum. CFO Chris Kuehn cited intentional inventory actions in the residential segment, noting, “We were very, very intentional in the fourth quarter to get the inventory right,” as a key move that balanced short-term margin pressure against long-term positioning.

Investment management firm T. Rowe Price (NASDAQ:TROW) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 5.4% year on year to $1.94 billion. Its non-GAAP profit of $2.44 per share was 1% below analysts’ consensus estimates.

Valley National Bank’s fourth quarter results received a positive market response, as management credited core deposit growth and improved balance sheet management as primary drivers of performance. CEO Ira Robbins highlighted that “strategic investments in talent and technology have deepened customer engagement, increased operating account wins, and driven momentum across our diverse delivery channels.” The quarter was further supported by disciplined loan growth, particularly in commercial real estate and specialty healthcare, and a continued focus on attracting holistic banking relationships aligned with the bank’s risk appetite. Management also noted that operational efficiency was achieved by leveraging technology and controlling expense growth relative to revenue gains.

Food distribution giant Performance Food Group (NYSE:PFGC) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 5.2% year on year to $16.44 billion. On the other hand, next quarter’s revenue guidance of $16.15 billion was less impressive, coming in 0.5% below analysts’ estimates. Its non-GAAP profit of $0.98 per share was 10% below analysts’ consensus estimates.

Newspaper and digital media company The New York Times (NYSE:NYT) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 10.4% year on year to $802.3 million. Its non-GAAP profit of $0.89 per share was in line with analysts’ consensus estimates.

Altria’s fourth quarter results drew a negative market reaction, largely due to a pronounced decline in operating margin despite surpassing sales expectations. Management pointed to increased investments in manufacturing capabilities and ongoing pressure from illicit e-vapor products as key factors impacting profitability. CEO Billy Gifford noted that, while the company achieved meaningful milestones in its smoke-free portfolio, “the proliferation of illicit flavored disposable e-vapor products evading regulatory process… jeopardizes the long-term tobacco harm reduction opportunity.”

Healthcare technology company GE HealthCare Technologies (NASDAQ:GEHC) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 7.1% year on year to $5.70 billion. Its non-GAAP profit of $1.44 per share was 3% above analysts’ consensus estimates.

Semiconductor manufacturer Vishay Intertechnology (NYSE:VSH) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 12.1% year on year to $800.9 million. Guidance for next quarter’s revenue was better than expected at $815 million at the midpoint, 1.2% above analysts’ estimates. Its non-GAAP profit of $0.01 per share was in line with analysts’ consensus estimates.

Comcast’s fourth quarter results reflected ongoing transformation in both its connectivity and media businesses, as management continued to prioritize simplified broadband pricing, expanded wireless offerings, and investments in content and theme parks. CEO Brian Roberts and Co-CEO Michael J. Cavanagh emphasized that the shift toward four nationwide speed tiers, a five-year price guarantee, and transparent, all-in broadband pricing are beginning to lower customer churn and improve customer experience. Management also attributed momentum in wireless—highlighted by the addition of 1.5 million net lines this year—to targeted promotional activity and a renewed focus on convergence with broadband, which they believe will help drive customer loyalty and lifetime value.

Life sciences company Bio-Techne (NASDAQ:TECH) reported Q4 CY2025 results beating Wall Street’s revenue expectations, but sales were flat year on year at $295.9 million. Its non-GAAP profit of $0.46 per share was 5.8% above analysts’ consensus estimates.

Healthcare distributor Cencora (NYSE:COR) fell short of the market’s revenue expectations in Q4 CY2025, but sales rose 5.5% year on year to $85.93 billion. Its non-GAAP profit of $4.08 per share was 1% above analysts’ consensus estimates.

Business payments company Corpay (NYSE:CPAY) announced better-than-expected revenue in Q4 CY2025, with sales up 20.7% year on year to $1.25 billion. The company’s full-year revenue guidance of $5.27 billion at the midpoint came in 0.6% above analysts’ estimates. Its non-GAAP profit of $6.04 per share was 1.7% above analysts’ consensus estimates.

Medical device company Boston Scientific (NYSE:BSX) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 15.9% year on year to $5.29 billion. The company expects next quarter’s revenue to be around $5.19 billion, close to analysts’ estimates. Its non-GAAP profit of $0.80 per share was 2.4% above analysts’ consensus estimates.

Pet company Central Garden & Pet (NASDAQ:CENT) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 6% year on year to $617.4 million. Its non-GAAP profit of $0.21 per share was 51.8% above analysts’ consensus estimates.

Life sciences company Azenta (NASDAQ:AZTA) reported Q4 CY2025 results topping the market’s revenue expectations, but sales were flat year on year at $148.6 million. Its non-GAAP profit of $0.14 per share was in line with analysts’ consensus estimates.

Product design software company PTC (NASDAQ:PTC) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 21.4% year on year to $685.8 million. On top of that, next quarter’s revenue guidance ($740 million at the midpoint) was surprisingly good and 7.9% above what analysts were expecting. Its non-GAAP profit of $1.92 per share was 22.8% above analysts’ consensus estimates.

Cable news and media network Fox (NASDAQ:FOXA) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 2% year on year to $5.18 billion. Its non-GAAP profit of $0.82 per share was 58.6% above analysts’ consensus estimates.