Healthcare giant McKesson reported Q4 revenue of $106.2 billion, exceeding profit expectations and raising its full-year outlook, driven by oncology growth and strategic tech investments.
Norfolk Southern navigated a softer-than-expected freight environment in Q4, leaning on cost discipline and operational improvements to offset volume weakness. Analysts probed management on the sustainability of these gains and the road ahead amid market uncertainty.
Semiconductor testing specialist FormFactor posted better-than-expected Q4 results and issued strong guidance, driven by operational improvements and surging demand for high-bandwidth memory (HBM) testing. The company highlighted margin expansion and strategic capacity investments as key growth drivers.
Trane Technologies reported fourth-quarter earnings that surpassed analyst forecasts, driven by record commercial HVAC orders and sustained demand in key sectors like data centers. Management's strategic inventory management and integration of recent acquisitions are seen as pivotal for future performance.
T. Rowe Price met revenue forecasts for Q4 2025 but fell short on earnings per share, as net client outflows and industry-wide shifts to lower-fee products squeezed margins. The firm is betting on fixed income, ETFs, and alternatives for future growth.
Altria Group's fourth-quarter earnings revealed a troubling divergence: solid revenue growth paired with a sharp contraction in operating margins. While sales exceeded expectations, investor sentiment turned negative as the tobacco giant grapples with heavy manufacturing investments and an escalating threat from the unregulated e-vapor market.
GE HealthCare Technologies posted better-than-expected fourth-quarter results, driven by robust demand in pharmaceutical diagnostics and momentum from new product rollouts. The company's focus on expanding its service-based revenue streams is central to its growth outlook.
Comcast's latest earnings call revealed a company in transition, with leadership touting early wins from simplified broadband plans and surging wireless additions. Yet, analyst questions cut to the chase on the sustainability of growth, Peacock's profitability, and the long-term payoff of heavy content investments.
Healthcare distributor Cencora (NYSE: COR) reported mixed fourth-quarter results, with revenue falling short of Wall Street forecasts despite a 5.5% year-over-year increase to $85.93 billion. Adjusted earnings of $4.08 per share slightly exceeded consensus estimates.
As the dust settles on the latest earnings season, a mixed picture emerges for regional lenders. While some, like Peoples Bancorp, posted resilient results, others faced significant headwinds, highlighting the sector's diverging fortunes amid economic uncertainty.
An analysis of Q4 earnings reveals a sector cautiously optimistic. While facing challenges from fintech and commercial real estate, regional banks like Camden National Bank posted solid results, with the tracked group beating revenue estimates by 1.4% on average.
As the dust settles on Q4 earnings, regional banks present a mixed picture. While the sector showed resilience, individual performances varied sharply, with Triumph Financial lagging behind peers like Merchants Bancorp and Valley National.
An analysis of third-quarter earnings reveals a mixed picture for the safety and security services industry. While the sector showed overall revenue resilience, performance varied sharply among key players, with legacy giant Brink's posting the slowest growth.
Business payments firm Corpay (NYSE:CPAY) reported fourth-quarter revenue of $1.25 billion, a 20.7% year-over-year increase that surpassed Wall Street expectations. The company also issued full-year guidance slightly above analyst consensus, signaling sustained momentum from its corporate payments segment and recent strategic acquisitions.
Central Garden & Pet reported mixed fourth-quarter results, with revenue falling short of Wall Street forecasts as strategic portfolio optimization weighed on sales. However, disciplined cost control and a focus on higher-margin categories drove a significant earnings beat.
Azenta meets revenue estimates with flat year-over-year sales of $148.6M, but operational hurdles and a cautious market outlook overshadow results. Management pins hopes on a second-half rebound.
Fox Corporation surpassed Wall Street's revenue and profit forecasts for the fourth quarter of 2025, driven by resilient advertising demand for its core news and sports programming and accelerating growth from its digital streaming services, Tubi and Fox One.
Marsh & McLennan's robust Q4 results, driven by strategic investments and digital transformation, set the stage for pointed analyst inquiries on AI integration, margin resilience, and the path for sustained growth in a challenging market.
IT solutions provider Connection posted flat Q4 revenue of $702.9 million, missing analyst expectations, while adjusted earnings of $0.91 per share beat estimates. Strength in corporate cloud and cybersecurity demand helped offset a temporary dip in public sector business.
AbbVie reported mixed fourth-quarter results, with strong growth in immunology and neuroscience drugs countering weakness in its aesthetics portfolio and broader pricing headwinds. While revenue slightly missed estimates, adjusted earnings per share beat expectations.
