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.
IT solutions provider ePlus (NASDAQ:PLUS) posted a strong fourth quarter for CY2025, with revenue climbing 20.3% year-over-year to $614.8 million, beating market expectations. Non-GAAP earnings per share of $1.45 significantly outpaced analyst consensus.
Manufacturing giant Flex posted stronger-than-expected fourth-quarter results, driven by robust demand in data center infrastructure and industrial automation. While consumer electronics remain a weak spot, strategic shifts toward higher-value segments helped lift profitability.
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.
TTM Technologies (TTMI) reported strong fourth-quarter results, with revenue and profit exceeding analyst expectations, fueled by robust demand from AI data center and aerospace & defense sectors. Despite the positive performance and an optimistic outlook, the stock faced post-earnings selling pressure.
Frost Bank's fourth-quarter earnings surpassed non-GAAP estimates, fueled by its Texas expansion and robust customer growth. While the headline figures met expectations, analysts probed deeper into the sustainability of its strategy and future profitability drivers.
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.
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.
Eli Lilly's fourth-quarter revenue surged 42.6%, fueled by overwhelming demand for its weight-loss and diabetes treatments. The pharmaceutical giant's robust performance and bullish outlook underscore its dominant position in the fast-growing GLP-1 market.
Sherwin-Williams reported Q4 revenue in line with Wall Street forecasts, driven by its protective coatings division and the Suvenil acquisition. While DIY and new residential demand remains subdued, CEO Heidi Petz pointed to disciplined execution and cost control. Analysts are now scrutinizing the company's pricing strategy and integration progress.
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.
OSI Systems reported a quarter defined by strength in its security and optoelectronics businesses, which helped counterbalance persistent softness in healthcare. While delayed government bookings impacted timing, management expressed confidence in the underlying demand pipeline.
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.
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.
DXC Technology's latest earnings revealed a familiar tension: strategic optimism around its AI and branding refresh clashing with ongoing organic revenue declines. While management highlighted key contract wins, analyst questions zeroed in on the timeline for a tangible turnaround.
Align Technology posts a solid Q4 2025, with revenue climbing 5.3% to $1.05 billion and earnings surpassing expectations, driven by expansion in dental service organizations and successful international rollouts of its clear aligner portfolio.
