Earnings Multiple

Business

The New York Times Beats Revenue Forecasts in Q4 2025, Fueled by Digital Growth

The New York Times Company (NYSE: NYT) reported fourth-quarter revenue of $802.3 million, a 10.4% year-over-year increase that surpassed analyst expectations. While adjusted earnings per share met consensus, the results highlight both the strength of its digital transition and ongoing challenges in monetizing its growing subscriber base.

Feb 4, 2026

Business

Johnson Controls Surpasses Q4 Revenue Forecasts, Shares Rally on Strong Performance

Johnson Controls International (NYSE: JCI) reported fourth-quarter results that exceeded analyst expectations, with revenue climbing 6.8% year-over-year to $5.80 billion. Adjusted earnings per share of $0.89 also topped estimates, sending the stock sharply higher.

Feb 4, 2026

Business

Oaktree Specialty Lending Meets Q4 Revenue Forecasts Amid Profit Shortfall and Shifting Market Dynamics

Oaktree Specialty Lending (OCSL) reported fourth-quarter revenue in line with Wall Street expectations at $75.1 million, though sales declined 13.3% year-over-year. Non-GAAP earnings per share of $0.06 fell sharply below analyst consensus, highlighting challenges in the current lending environment.

Feb 4, 2026

Business

HP Navigates Sudden CEO Transition While Holding Firm on Financial Forecasts

HP Inc. faces a period of unexpected leadership change as CEO Enrique Lores departs for PayPal. With interim CEO Bruce Broussard at the helm and a search underway, the company reaffirms its 2026 earnings outlook, signaling stability amidst uncertainty for the PC and printing giant.

Feb 4, 2026

Business

Timken Beats Q4 Estimates on Steady Demand, But Long-Term Growth Concerns Linger

Industrial components maker Timken (NYSE:TKR) posted stronger-than-expected fourth-quarter revenue and profit, driven by organic sales growth. However, analysts point to a challenging multi-year trend of sluggish top-line expansion and declining earnings, raising questions about the company's future trajectory in a competitive industrial sector.

Feb 4, 2026

Business

Avery Dennison Posts Mixed Q4 Results: Revenue Misses Estimates Amid Tariff Headwinds, EPS Beats Forecast

Avery Dennison (NYSE: AVY) reported fourth-quarter revenue of $2.27 billion, a 3.9% year-over-year increase that fell short of Wall Street expectations. However, adjusted earnings per share of $2.45 surpassed consensus estimates by 2.9%, highlighting a quarter of resilient profitability amid challenging market conditions.

Feb 4, 2026

Business

GE HealthCare Tops Revenue Forecasts in Q4 2025, Driven by Imaging and Diagnostics Demand

GE HealthCare Technologies posted stronger-than-expected fourth-quarter revenue of $5.70 billion, a 7.1% year-over-year increase, while adjusted earnings per share of $1.44 also edged past analyst consensus. The performance highlights steady demand for its medical imaging and pharmaceutical diagnostics units amid ongoing healthcare capital investment.

Feb 4, 2026

Business

Uber's Q4 Revenue Hits Target but Profit Miss Sparks 8.8% Stock Slide

Uber Technologies Inc. reported fourth-quarter revenue in line with Wall Street forecasts, yet shares tumbled as adjusted earnings fell short of expectations, highlighting investor concerns over profitability amid robust user growth.

Feb 4, 2026

Business

Cencora's Q4 Revenue Falls Short of Forecasts Despite Steady Growth

Healthcare distribution giant Cencora (NYSE: COR) reported quarterly revenue that missed Wall Street expectations, though sales increased 5.5% year-over-year to $85.93 billion. Adjusted earnings per share of $4.08 slightly surpassed consensus estimates.

Feb 4, 2026

Business

Yum China Caps Off 2025 with Strong Q4, Beating Estimates on Sales and Profit

Yum China Holdings, Inc. (NYSE: YUMC) reported robust fourth-quarter results for 2025, surpassing analyst forecasts for both revenue and adjusted earnings, driven by strategic brand initiatives and expansion into lower-tier cities.

Feb 4, 2026

Business

Beyond the Magic: The Five-Point Challenge Awaiting Disney's Incoming CEO

As Josh D’Amaro prepares to succeed Bob Iger, Disney's strong earnings mask deep structural challenges. From linear TV's decline to streaming profitability and a looming mega-merger, the new CEO's agenda is packed.

Feb 4, 2026

Business

Boston Scientific Caps Strong 2025 with Solid Q4, Meets Revenue Targets Amid Steady Growth

Boston Scientific (NYSE:BSX) reported fourth-quarter revenue of $5.29 billion, aligning with Wall Street forecasts and marking a 15.9% year-over-year increase. The medical device giant also posted adjusted earnings of $0.80 per share, slightly above consensus, while providing guidance in line with expectations for the coming quarter.

Feb 4, 2026

Business

Chipotle's Cautious 2026 Outlook Weighs on Shares Despite Q4 Beat

Chipotle Mexican Grill's stock tumbled after the company issued a flat comparable sales forecast for 2026, disappointing investors who had anticipated growth, even as its fourth-quarter revenue and earnings surpassed expectations.

Feb 4, 2026

Business

Citizens Financial Group Stock: Analysts See Further Upside After Stellar Run

Citizens Financial Group's shares have significantly outperformed major indices over the past year. Following robust Q4 earnings, Wall Street maintains a bullish stance, with price targets suggesting substantial potential gains ahead.

Feb 4, 2026

Business

Palantir CEO Warns of Widening Global AI Divide, Echoes Trump's Critique of Western Hesitation

In a stark earnings call, Palantir CEO Alex Karp framed the AI race as a clash between 'haves' and 'have-nots,' citing explosive U.S. growth and warning that reluctance in Canada and Europe could trigger political upheaval.

Feb 4, 2026

Business

Ares Management's Share Price Slump Masks Strong Long-Term Performance, Analysts Say

Despite a recent 21% monthly share price decline, Ares Management (NYSE: ARES) has delivered a 167% total return to shareholders over five years. Analysts point to a disconnect between robust earnings growth and recent market sentiment, suggesting potential undervaluation.

Feb 4, 2026

Business

Hemisphere Energy Stock Surges: Is Strong ROE Fueling Investor Confidence?

Shares of Hemisphere Energy Corporation (CVE:HME) have climbed over 6% in the past month, outpacing broader market trends. Analysts point to the company's robust 38% return on equity and a five-year net income growth of 43% as key drivers behind the recent rally, though future earnings projections warrant a closer look.

Feb 4, 2026

Business

Archrock Boosts Dividend to $0.22, Signaling Confidence Amid Cash Flow Questions

Archrock, Inc. (NYSE: AROC) announced a dividend increase to $0.22 per share, pushing its yield above the industry average. While strong earnings growth supports the hike, analysts note a heavy reliance on cash flow, raising sustainability concerns for income-focused investors.

Feb 4, 2026

Business

Equinor Navigates Price Dip with Record Output, Trims Green Spending to Shore Up Cash

Despite a drop in Q4 earnings, Norway's Equinor achieved record annual production in 2025, using robust operational performance to fund shareholder returns while scaling back some renewable investments.

Feb 4, 2026

Business

EnerSys (NYSE:ENS): A Power Play in Profitable Growth

Amidst market volatility, EnerSys stands out with robust earnings growth and strategic insider alignment, offering a case study in sustainable value creation for discerning investors.

Feb 4, 2026