IT solutions giant CDW surpassed analyst expectations for Q4 2025, reporting $5.51 billion in revenue and highlighting strong growth in cloud, AI, and professional services as key drivers.
A strong cash position can signal financial resilience or a lack of growth investment. We analyze three cash-heavy firms: two with sustainable growth runways and one where caution is warranted.
As Perella Weinberg Partners prepares to report Q4 earnings, analysts eye a projected revenue decline amidst a turbulent market for financial advisors. The firm's performance will be measured against brighter showings from peers like Evercore and Moelis.
Stanley Black & Decker's Q4 2025 earnings reveal a tale of two metrics: profits beat expectations through disciplined cost control, while revenue flatlined amid soft consumer demand. The company's strategic pivot focuses on profitability over pure sales volume.
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.
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.
Industrial manufacturer IDEX surpassed Wall Street's revenue and profit forecasts for the fourth quarter, driven by robust demand in its Health, Science & Technology unit and key investments in data center infrastructure.
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.
Brunswick Corporation posted revenue and profit above Wall Street forecasts for Q4, yet its stock faced investor skepticism. While CEO David Foulkes pointed to stabilizing boating participation and strong segment execution, analyst questions during the earnings call revealed lingering concerns over retail-to-wholesale conversion, tariff impacts, and macroeconomic pressures.
Industrial tools maker Kennametal (KMT) posted stronger-than-expected fourth-quarter results, driven by strategic price increases and cost initiatives. The company raised its forward guidance, signaling confidence in its ability to navigate elevated raw material costs and capitalize on selective market recoveries.
Allegro MicroSystems' strong Q4 performance, fueled by record data center sales and robust automotive design wins, faced scrutiny from analysts on future growth drivers and margin sustainability.
Dolby Laboratories delivered a solid Q4, surpassing revenue and earnings forecasts. Yet, investor enthusiasm was tempered by margin pressures and questions about the sustainability of its automotive and Dolby Vision growth engines. Here are the key themes that emerged from Wall Street's grilling of management.
Treasury Secretary Scott Bessent has unequivocally ruled out any form of federal bailout for Bitcoin or its investors, even as the cryptocurrency's price tests key support levels. The declaration underscores a hands-off policy toward volatile digital assets.
A surge in retirement savings and home values has created a new class of 'hidden millionaires' across America. Yet, Vanguard research reveals this group often fails to recognize their wealth, leading to costly financial oversights in investment, debt, and estate planning.
Thermo Fisher Scientific posted strong Q4 results, surpassing revenue and profit forecasts, yet its stock fell as analysts probed underlying pressures in key markets and the sustainability of growth drivers.
Lazard's Q4 earnings surpassed expectations, fueled by record advisory fees and robust asset growth. But the real story emerged during the analyst Q&A, revealing the strategic pressures and opportunities facing the storied financial firm.
Tractor Supply's Q4 earnings fell short of expectations, citing a mild storm season and cautious consumer spending. While management frames these issues as temporary, analysts probed deeper into the retailer's long-term strategy and resilience.
MarineMax's fourth-quarter earnings revealed a tale of two trends: robust sales growth driven by premium products was overshadowed by aggressive discounting and cautious consumer spending, squeezing profitability and sparking a sell-off. Analysts on the call zeroed in on the sustainability of margins and the company's strategic pivot toward higher-margin services.
