Analysts at Northland Capital have downgraded Graham Corporation (NYSE: GHM), citing a stock price nearing full valuation and management's guidance for a significant slowdown in orders by 2026. The move comes just after Graham's strategic $35 million acquisition of mixing technology pioneer FlackTek.
PepsiCo's Q4 earnings surpassed expectations, but underlying volume struggles, particularly in North America, prompt a strategic shift towards affordability and efficiency as the company sets its sights on a 2026 rebound.
Kratos Defense & Security Solutions wins new contracts worth approximately $65 million to provide advanced training systems for U.S. and allied military aircraft, highlighting its growing role in cost-effective, high-tech defense simulation.
Despite a persistent slump in shipping volumes, Old Dominion Freight Line surpassed Wall Street's fourth-quarter earnings expectations, as strategic cost management and higher pricing helped cushion the decline. The less-than-truckload carrier's results highlight the delicate balance of navigating a soft freight market.
Fox Corporation (NASDAQ: FOXA) reported stronger-than-anticipated fourth-quarter results for 2025, with revenue rising 2% year-over-year to $5.18 billion. Adjusted earnings per share of $0.82 significantly outperformed analyst forecasts.
Jefferies maintains a cautious 'Hold' on Fortinet ahead of its earnings, forecasting a modest Q4 beat but expressing concerns over lofty expectations embedded in 2026 estimates for the cybersecurity firm.
PepsiCo's Q4 earnings surpassed expectations, but the story behind the numbers reveals a strategic pivot: slashing snack prices to win back consumers while banking on productivity gains and international markets to fuel its 2026 ambitions.
Cantor Fitzgerald raises its price target on RenaissanceRe Holdings (RNR) to $282, while Wells Fargo trims its target, highlighting divergent views on the reinsurer's near-term fundamentals and the broader insurance sector's trajectory.
Manufacturing giant Flex (NASDAQ: FLEX) delivered a robust fourth-quarter performance for CY2025, surpassing revenue and profit expectations. The company's results highlight the resilience of its diversified industrial portfolio amid a complex global economic landscape.
AbbVie (NYSE: ABBV) reported fourth-quarter 2025 revenue of $16.62 billion, a 10% year-over-year increase that surpassed Wall Street forecasts. Adjusted earnings per share of $2.71 also topped consensus estimates, signaling resilience in its growth strategy.
Industrial technology conglomerate Fortive (NYSE:FTV) reported fourth-quarter revenue and profit that topped analyst forecasts, driven by strong execution and disciplined capital allocation, even as broader market headwinds loom.
The pharmaceutical giant AbbVie projects profits exceeding analyst expectations for 2026, buoyed by the stellar performance of its newer immunology drugs Skyrizi and Rinvoq, which are successfully offsetting the decline of its former top-seller Humira.
The Danish pharmaceutical giant warns of its first sales decline in years for 2026, citing U.S. pricing pressures and patent expirations, sending shockwaves through investor confidence and highlighting intensifying competition in the lucrative obesity drug market.
Wabash National Corporation reported fourth-quarter revenue that surpassed Wall Street expectations, yet a sharp year-over-year sales decline and a disappointing forward outlook triggered a significant sell-off, highlighting ongoing challenges in the freight and industrial sectors.
GSK reported robust full-year 2025 results, with sales exceeding £32 billion and profit growth outpacing revenue. Executives outlined a 2026 strategy focused on maximizing recent drug launches, accelerating late-stage pipeline assets, and leveraging technology, while navigating currency headwinds and a profit shift to the second half.
GE HealthCare Technologies Inc. has issued an upbeat profit forecast for 2026, surpassing analyst expectations, as hospitals continue to invest heavily in diagnostic and imaging equipment amid steady procedural volumes.
Reynolds Consumer Products (NASDAQ: REYN) reported fourth-quarter sales that surpassed analyst expectations, though a weaker-than-anticipated revenue forecast for the coming quarter highlights ongoing challenges in volume growth for the household staples maker.
Life sciences tools provider Bio-Techne (NASDAQ:TECH) reported fourth-quarter results that surpassed Wall Street's revenue expectations, though sales remained unchanged from the prior year. Adjusted earnings per share also came in ahead of consensus estimates.
The industrial toolmaker reported flat year-over-year sales of $3.68 billion for Q4 2025, missing analyst estimates, though adjusted earnings per share of $1.41 came in nearly 10% above forecasts. The mixed results highlight ongoing challenges in a dynamic market.
UBS capped a transformative year with a 56% jump in Q4 profit, pushing group invested assets past the $7 trillion milestone for the first time, as its integration of Credit Suisse nears completion.
