Automatic Data Processing (ADP) reported steady fourth-quarter growth, driven by demand for its HCM platforms. While CEO Maria Black pointed to record client satisfaction and international expansion, analysts pressed management on AI monetization, margin pressures, and a noted dip in small business retention.
Data security firm Varonis Systems beat revenue expectations for Q4 2025, fueled by its accelerating transition to a cloud-based SaaS model. However, shares fell post-earnings as the market focused on near-term profitability pressures linked to the business model overhaul.
Graphic Packaging Holding met revenue targets in Q4 2025, but a significant profit shortfall highlights the margin squeeze facing the packaging industry. The company's focus shifts to aggressive cost-cutting and inventory management amid tepid market demand.
Industrial supplies giant W.W. Grainger (GWW) posted stronger-than-expected Q4 sales, driven by strategic technology investments and market share expansion, though earnings per share slightly missed estimates amid a challenging macroeconomic climate.
Mondelez International beat revenue estimates for Q4 2025, yet its margins faced significant pressure. The snack giant navigated volatile cocoa prices and shifting consumer spending, prompting a cautious outlook for the year ahead.
Chipotle Mexican Grill posted revenue and profit that topped Wall Street forecasts for Q4 2025, but a sharp decline in same-store sales and a cautious outlook for the year ahead spotlight the intense pressure on consumer spending and the chain's margins.
H&R Block's fourth-quarter revenue surpassed expectations, fueled by demand for its assisted tax preparation and strategic AI investments. The company forecasts full-year revenue near $3.89 billion, signaling confidence in its tech-enhanced service model and small business expansion.
Carlisle Companies (CSL) surpassed profit expectations in Q4 2025, as steady demand for roof replacements and new product launches helped counterbalance persistent weakness in new building construction.
Amgen's fourth-quarter earnings surpassed analyst forecasts, driven by strong performance across its key brands and promising progress in its late-stage pipeline, particularly the obesity candidate Meritide.
The Marzetti Company met revenue expectations in Q4 2025, though earnings slightly missed estimates. Facing soft retail volumes, the specialty food firm is betting on its recent acquisition of Bachan's and core brand innovation to fuel future growth.
Sonos surpassed Q4 profit expectations despite flat revenue, as disciplined cost management and a strategic product shift boosted margins. The audio specialist now sets its sights on new hardware launches to reignite sales growth in the coming year.
BellRing Brands' Q4 results beat profit expectations but revealed stagnant sales and margin pressure as newer rivals intensify promotions. The company's outlook remains cautious amid a planned CEO transition.
The Clorox Company reported mixed fourth-quarter results, with revenue meeting expectations but profits falling short. While sales held steady at $1.67 billion, margins were pressured by operational shifts and competitive promotions, even as the company bets big on innovation and its pending Gojo acquisition.
First Interstate BancSystem delivered a top-and-bottom-line earnings beat, yet shares stumbled as analysts pressed management on the long-term costs of its strategic pivot. We break down the key exchanges from the call.
Skyworks Solutions surpassed Wall Street's profit expectations in its latest quarter, driven by growth in automotive and IoT sectors, despite a slight year-over-year revenue dip. The company's forward guidance signals confidence, even as the mobile market shows early signs of a turnaround.
Origin Bancorp's fourth-quarter earnings surpassed analyst forecasts, driven by strategic hires and cost discipline. However, the subsequent conference call revealed pointed questions from analysts focused on margin pressures and the long-term payoff of its 'Optimize Origin' initiative.
AMETEK's strategic acquisitions and expansion into specialized markets drove a 13.4% revenue surge to $2 billion in Q4 2025, helping offset integration-related margin pressures. The company projects steady growth ahead, backed by a record order backlog.
Monro Inc. reported a quarter of strategic contrasts: revenue fell short of expectations, but cost-cutting measures boosted profits. As the auto service chain leans into digital marketing and store optimization, analysts pressed management on the roadmap for sustainable growth.
Merck & Co. reported fourth-quarter revenue that beat Wall Street expectations, fueled by its cancer blockbuster and new launches. However, a full-year sales forecast that fell slightly short of estimates highlights the challenges of generic competition and pricing pressures facing the pharma giant.
Take-Two Interactive Software surpassed Wall Street's revenue expectations for its fiscal fourth quarter, driven by robust performance in its mobile division and flagship franchises. The company also issued an optimistic outlook, buoyed by anticipation for the upcoming 'Grand Theft Auto VI' release.
