PTC's strong Q4 results and bullish guidance highlight the company's successful pivot towards AI-enhanced product lifecycle solutions and a growing base of multi-year SaaS contracts, signaling confidence in sustained growth despite macroeconomic headwinds.
Fox Corporation surpassed Wall Street's revenue and profit forecasts for the fourth quarter of 2025, driven by resilient advertising demand for its core news and sports programming and accelerating growth from its digital streaming services, Tubi and Fox One.
Investment bank Moelis & Company outperformed analyst expectations for Q4 2025, reporting an 11.2% year-over-year revenue increase to $487.9 million. The firm credits robust dealmaking, a record capital markets year, and strategic hiring for its momentum.
Qualcomm's Q4 revenue met expectations, but a cautious outlook driven by memory supply constraints and strategic shifts into automotive and IoT markets signals a pivotal moment for the chip giant.
AbbVie reported mixed fourth-quarter results, with strong growth in immunology and neuroscience drugs countering weakness in its aesthetics portfolio and broader pricing headwinds. While revenue slightly missed estimates, adjusted earnings per share beat expectations.
Reynolds Consumer Products beat Q4 revenue estimates, driven by market share gains and innovation. However, a subdued outlook for the coming quarter, citing inflation and competitive pressures, has tempered investor optimism.
Uber's fourth-quarter revenue of $14.37 billion met analyst forecasts, driven by a 20.1% year-over-year surge. However, adjusted earnings of $0.71 per share fell short of expectations, casting a shadow over robust user growth and the company's aggressive autonomous vehicle strategy.
CME Group met revenue expectations in Q4 2025, driven by broad-based growth across asset classes and a significant push into retail and cryptocurrency markets. The exchange operator is now setting its sights on new initiatives like securities clearing and round-the-clock crypto trading.
Lucky Strike Entertainment fell short of revenue expectations in its latest quarter, posting modest growth amid margin pressures. However, the company's full-year outlook and strategic focus on integrating new assets and streamlining its brand portfolio suggest a pivotal transition year ahead.
IT services firm ASGN posted mixed Q4 2025 results, meeting revenue forecasts but missing on profit. While sales held steady at $980.1 million, the company's strategic shift toward high-margin consulting and digital engineering shows promise, driven by record bookings and the integration of its latest acquisition.
Bunge Global's Q4 sales surged 75.5% to $23.76 billion, beating estimates, but profit margins faced pressure. While the Viterra integration is boosting operational heft, a cautious forecast on biofuel policy and trade flows left investors uneasy.
Kirby Corporation's fourth-quarter revenue fell short of analyst forecasts, triggering a sharp sell-off. While management pointed to seasonal factors and weather delays, analysts probed deeper into persistent challenges and the path forward for the marine transportation and distribution giant.
Tenable Holdings surpassed Wall Street's revenue and profit forecasts for Q4 2025, driven by strong demand for its unified exposure management platform and AI-specific security solutions. The company also provided confident guidance for the coming quarter.
International Paper's announcement to spin off its packaging divisions into two separate companies dominated its fourth-quarter earnings call, overshadowing revenue that beat estimates. While management framed the move as a transformative step, analysts zeroed in on near-term profitability pressures and the execution risks of the complex separation.
Parker-Hannifin's strong Q4 results, driven by aerospace and off-highway growth, have buoyed investor confidence. We analyze the critical questions from analysts that reveal the challenges and opportunities ahead for the industrial giant.
OneWater Marine's latest earnings revealed a resilient performance with stable revenue and improved profitability, driven by strategic inventory control and brand consolidation. While same-store sales growth stalled, management's disciplined approach won market favor, setting the stage for analyst scrutiny on sustainability and future leverage.
Yum China Holdings, Inc. (NYSE: YUMC) reported stronger-than-expected fourth-quarter results, driven by a record pace of store openings and resilient delivery demand, even as rising operational costs squeezed margins.
Royal Caribbean's strong Q4 results, driven by record guest volumes and strategic investments, met Wall Street's expectations. Yet, the most revealing insights emerged from the probing questions of financial analysts, shedding light on the cruise giant's future challenges and opportunities in a post-pandemic travel boom.
Bread Financial's Q4 earnings surpassed expectations, fueled by strategic partnerships and digital innovation. Yet, the most revealing insights emerged from the analyst Q&A, spotlighting the company's path toward a projected 2026 loan growth inflection point.
Industrial technology firm Fortive (NYSE: FTV) posted fourth-quarter results that beat Wall Street forecasts, with revenue climbing 4.6% year-over-year to $1.12 billion. Adjusted earnings of $0.90 per share also surpassed analyst consensus by 7.4%, driven by strategic launches and operational efficiency.
