While flashy, unprofitable tech stocks often dominate headlines, German thermal management specialist technotrans demonstrates that disciplined earnings growth and reasonable executive compensation can build a more sustainable investment case, as its EPS and margins climb.
Algoma Steel Group's binding agreement with Hanwha Ocean for Canada's submarine project could funnel up to $250 million into a new beam mill, bolstering national defense capacity. While promising, analysts urge investors to weigh this long-term potential against the company's immediate financial and operational challenges.
PACCAR reports softer fourth-quarter sales and earnings alongside the retirement of a key executive, yet maintains its full-year profit record and commitment to next-generation truck technology, setting the stage for a pivotal 2026.
Buoyed by a banner 2025 and surging consumer appetite for ocean voyages, Royal Caribbean Group forecasts double-digit profit growth for 2026, signaling a full-throttle recovery for the cruise industry.
Defense contractor L3Harris Technologies capped off a record 2025 with surging orders and a strategic pivot, announcing plans to take its high-growth Missile Solutions unit public in 2026 while securing a novel $1 billion investment from the Department of War to accelerate production.
Lockheed Martin capped a year of robust sales growth with a historic $194 billion order backlog, driven by soaring demand for its advanced defense systems. The aerospace giant announced plans for a significant 'step function' increase in capital investment for 2026 to ramp up production of missiles and next-generation capabilities.
Southwest Airlines capped off 2025 with record revenue and improved operations, positioning the carrier for what executives project will be a dramatic earnings acceleration next year, driven by new initiatives like assigned seating and a refined loyalty program.
Mastercard reported robust Q4 and full-year 2025 results, driven by double-digit revenue growth and surging value-added services. Executives expressed confidence for 2026, highlighting strategic wins, investments in digital assets like stablecoins, and a focus on 'agentic commerce,' even as they plan a restructuring affecting 4% of staff.
In a strategic overhaul, International Paper announced plans to separate into two independent, publicly traded companies focused on North America and EMEA markets, marking the next phase of its multi-year transformation.
Despite a challenging year marked by oil price volatility and softer demand for completion services, Liberty Energy (LBRT) closed 2025 with a resilient Q4 performance. The company is aggressively scaling its distributed power solutions business, targeting 3 GW of projects by 2029, even as it manages pricing pressures in its core fracking operations.
Kirby Corporation (NYSE: KEX) reported record annual earnings for 2025, fueled by robust free cash flow and strategic capital returns. While Q4 faced seasonal pressures, management highlighted a late-quarter rebound in inland marine and surging demand in power generation, setting the stage for what they project as a year of steady financial performance in 2026.
Lazard Ltd. reported strong fourth-quarter and full-year 2025 results, driven by record financial advisory fees and a rebound in assets under management. Executives framed the performance as validation of the firm's long-term 'Lazard 2030' strategy, highlighting talent investments and a robust pipeline for future growth.
Shares of Meta Platforms soared Thursday, fueled by a significant price target upgrade from BofA Securities. The rally comes despite the company reporting a slight dip in full-year profit, as investors focus on strong revenue growth and the company's positioning in the artificial intelligence race.
Allegro MicroSystems, Inc. (NASDAQ: ALGM) surged nearly 10% to a two-year peak after reporting a profitable third quarter and raising its sales forecast, fueled by robust demand in automotive and industrial sectors.
Tesla shares face pressure following mixed quarterly results, as surging software subscriptions and ambitious Robotaxi plans clash with declining automotive revenue and soaring capital expenditures.
A disappointing full-year EBITDA performance from its crucial Macau operations triggered a sharp sell-off in Las Vegas Sands stock, underscoring the lingering challenges facing the gaming giant in the wake of China's regulatory crackdown.
Despite reporting a near-doubling of annual net income and raising its 2026 outlook, electronics manufacturer Celestica saw its shares drop sharply Thursday as the market judged its stellar results to be already reflected in the price.
Dolby Laboratories (NYSE: DLB) kicked off fiscal 2026 with robust first-quarter results, exceeding its own revenue and earnings forecasts. The audio-visual technology leader credits strong deal timing and highlighted significant momentum in automotive, television, and mobile partnerships, including expanded ties with Qualcomm and major social media platforms.
Despite posting year-over-year revenue growth, MarineMax's first-quarter earnings reveal the persistent headwinds buffeting the recreational boating industry, from aggressive promotions to cautious consumers. Management points to early spring signals and a fortified balance sheet as reasons for cautious optimism.
Following a year hampered by supply chain issues and inventory adjustments, advanced materials maker Hexcel signals a turning point, forecasting stronger sales and profitability in 2026 as commercial aircraft production is poised for a multi-year upswing.
