Margin Expansion

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

Mondelez Consolidates Power: CFO Luca Zaramella Takes Helm of Operations in Major Leadership Reshuffle

Mondelez International merges its financial and operational command under longtime CFO Luca Zaramella, signaling a strategic push for tighter alignment between profit goals and on-the-ground execution amid market pressures.

Feb 4, 2026

Business

American Airlines Navigates Historic Winter Storm Fallout While Doubling Down on Premium Strategy

American Airlines confronts the costly aftermath of Winter Storm Fern, its largest weather disruption ever, with over 9,000 flights canceled. As the carrier works to recover, its long-term focus remains on expanding premium cabins, loyalty programs, and key hubs to drive future profitability.

Feb 4, 2026

Business

Kennametal Beats Street Expectations with Strong Q4, Offers Robust Outlook

Kennametal (KMT) delivered a surprise fourth-quarter performance, with sales and profit significantly exceeding analyst forecasts. The industrial tools maker also provided an optimistic revenue guidance for the coming quarter, signaling confidence in sustained demand across its key end markets.

Feb 4, 2026

Business

Evercore Posts Blowout Q4 2025 Results, Shattering Revenue Forecasts

Independent investment bank Evercore (NYSE: EVR) delivered a powerful finish to 2025, with Q4 revenue soaring 31.4% to $1.29B, significantly outperforming Wall Street expectations. Adjusted EPS of $5.13 also beat consensus estimates by a wide margin.

Feb 4, 2026

Business

Bunge Global Soars Past Q4 Forecasts on Viterra Synergies, But Challenges Loom

Agribusiness giant Bunge Global (NYSE:BG) posted a blockbuster fourth quarter, with revenue surging 75.5% year-over-year to $23.76 billion, significantly exceeding analyst expectations. The performance highlights early gains from its transformative merger with Viterra, even as the company navigates a complex global landscape.

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

Columbia Sportswear Outperforms Expectations in Q4, Defying U.S. Market Headwinds

Columbia Sportswear's fourth-quarter results surpassed guidance, driven by resilient international growth and direct-to-consumer strength, even as its domestic market continues to face pressure.

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

Michael Burry Sounds Alarm on Bitcoin: A Drop Below $70K Could Trigger Corporate and Miner Distress

Famed investor Michael Burry warns that a sustained Bitcoin decline below $70,000 could expose critical vulnerabilities in the crypto ecosystem, potentially forcing corporate sell-offs and pushing leveraged miners toward insolvency.

Feb 4, 2026

Business

Eli Lilly Soars on Blockbuster Q4, Fueled by Obesity and Diabetes Drug Demand

Pharmaceutical giant Eli Lilly (LLY) smashed Wall Street forecasts with a 42.6% surge in Q4 revenue to $19.29 billion, sending its stock sharply higher. The company also issued robust full-year guidance, underscoring the transformative impact of its new generation of therapies.

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

Bernstein Stays Bullish on Qualcomm: Sees AI and Diversification Outweighing Smartphone Concerns

Despite headwinds in the smartphone market, Bernstein remains constructive on Qualcomm (QCOM), citing its valuation discount, high-end market positioning, and growing AI narrative as key drivers for future performance.

Feb 4, 2026

Business

Veeva Systems' Declining Returns on Capital Raise Investor Concerns Amid Growth Push

While Veeva Systems continues to invest heavily in its future, a five-year slide in its return on capital employed (ROCE) signals potential headwinds for the life sciences cloud giant. We examine whether the current growth-at-all-costs strategy will pay off for long-term shareholders.

Feb 4, 2026

Business

U.S. Cotton Trust Protocol Bolsters Leadership with Dual Appointments to Drive Sustainability and Market Growth

The U.S. Cotton Trust Protocol has elevated Marjory Walker and Liz Hershfield to Co-Directors, a strategic move designed to accelerate the program's market expansion and enhance supply chain collaboration amid growing demand for verified sustainable cotton.

Feb 4, 2026

Business

Three Growth Stocks Poised for Gains: Where to Start with $250

Amid elevated market valuations, investors with limited capital can still find compelling opportunities. We examine three companies with strong growth trajectories and attractive entry points.

Feb 4, 2026

World

Fugro Deploys Five-Vessel Fleet for Major German Offshore Wind Survey

Fugro has mobilized a significant fleet to conduct a comprehensive geotechnical survey for TotalEnergies' 2GW NordSee Energies 1 project, a key development in Germany's offshore wind expansion and Europe's push for energy security.

Feb 4, 2026

Business

Market Rally Unearths Hidden Gems: Three Stocks Trading at Steep Discounts

As major indices climb, a screen for undervalued stocks reveals potential opportunities in industrial power, regional banking, and consumer beverages, with discounts to fair value estimated as high as 49.6%.

Feb 4, 2026

Business

Cognizant Beats Street Forecasts, Fueled by Surging Enterprise AI Adoption

IT services giant Cognizant Technology Solutions has issued an upbeat revenue forecast for 2026, surpassing analyst expectations. The company credits the accelerating integration of artificial intelligence into core business operations for driving sustained demand for its consulting and implementation services.

Feb 4, 2026