Lumen Technologies met Q4 revenue expectations but saw an 8.7% year-over-year sales decline to $3.04 billion, while non-GAAP earnings of $0.23 per share surpassed estimates. The company's strategic shift toward enterprise services and network modernization marks a critical transition phase.
Data security firm Varonis Systems beat revenue expectations for Q4 2025, fueled by its accelerating transition to a cloud-based SaaS model. However, shares fell post-earnings as the market focused on near-term profitability pressures linked to the business model overhaul.
Specialty materials leader ATI posted stronger-than-expected Q4 earnings, driven by robust demand in aerospace and defense sectors, even as revenue held steady at $1.18 billion. The company's outlook remains bullish on continued growth in its core markets.
Washington Trust Bancorp reported a stronger-than-anticipated fourth quarter, fueled by margin expansion and robust growth in deposits and wealth management. As the stock rallies post-earnings, analysts are pressing management on the durability of these gains and the bank's strategic execution.
Hamilton Lane (HLNE) reported Q4 2025 revenue and earnings that surpassed analyst forecasts, driven by a strategic shift toward higher-fee specialized funds and its evergreen platform. Despite the beat, the stock fell as investors weighed the firm's growth strategy against rising expenses.
Industrial supplies giant W.W. Grainger (GWW) posted stronger-than-expected Q4 sales, driven by strategic technology investments and market share expansion, though earnings per share slightly missed estimates amid a challenging macroeconomic climate.
Emerson Electric's fourth-quarter earnings surpassed expectations, driven by strong demand for automation and AI-enabled software in key markets, even as regional disparities in performance emerge.
Amgen's fourth-quarter earnings surpassed analyst forecasts, driven by strong performance across its key brands and promising progress in its late-stage pipeline, particularly the obesity candidate Meritide.
Research giant Gartner matched revenue forecasts for Q4 2025 but faces a tougher selling climate. While earnings beat estimates, the market reaction was negative as the company outlines a strategic pivot to reignite growth.
The Marzetti Company met revenue expectations in Q4 2025, though earnings slightly missed estimates. Facing soft retail volumes, the specialty food firm is betting on its recent acquisition of Bachan's and core brand innovation to fuel future growth.
First Interstate BancSystem delivered a top-and-bottom-line earnings beat, yet shares stumbled as analysts pressed management on the long-term costs of its strategic pivot. We break down the key exchanges from the call.
First Financial Bancorp's Q4 earnings were buoyed by record fee income and the integration of recent acquisitions, but analysts on the call focused on the sustainability of growth and the road ahead for cost synergies.
Avnet's strong fourth-quarter performance, led by record Asia revenues and a rebound in the Americas and Europe, has lifted its stock. While management touts broad-based demand, analysts on the earnings call raised pointed questions about margin trajectory, inventory risks, and the durability of the recovery in key markets.
Origin Bancorp's fourth-quarter earnings surpassed analyst forecasts, driven by strategic hires and cost discipline. However, the subsequent conference call revealed pointed questions from analysts focused on margin pressures and the long-term payoff of its 'Optimize Origin' initiative.
Columbia Sportswear's Q4 earnings beat profit forecasts by a wide margin, driven by robust international growth and strategic marketing. While U.S. sales remain under pressure, the company's brand strength and price adjustments aim to counter tariff impacts and fuel a recovery later this year.
Littelfuse's robust Q4 earnings, driven by data center and utility demand, sparked a rally. But the analyst Q&A session revealed deeper investor focus on M&A integration, margin trajectory, and long-term growth sustainability.
AMD's fourth-quarter earnings surpassed expectations, fueled by a surge in data center and AI product demand. While strong guidance signals confidence, the company navigates headwinds in PC markets and geopolitical uncertainties.
Amphenol reported robust Q4 earnings powered by surging demand for AI infrastructure, yet the stock fell as markets questioned the sustainability of the explosive growth. Management highlighted broad-based strength while analysts probed integration risks and future catalysts.
Lumen Technologies reported fourth-quarter revenue in line with Wall Street expectations at $3.04 billion, though sales fell 8.7% year-over-year. The company's non-GAAP earnings of $0.23 per share significantly surpassed analyst consensus.
Diversified manufacturer Illinois Tool Works (ITW) reported strong Q4 and full-year earnings, driven by disciplined cost control and strategic innovation in high-growth sectors like EVs and semiconductors. The company's latest results reinforce its status as a dividend aristocrat, having raised its payout for 62 consecutive years, while current valuation metrics present a potential opportunity for long-term investors.
