Investment bank Moelis & Company outperformed analyst expectations for Q4 2025, reporting an 11.2% year-over-year revenue increase to $487.9 million. The firm credits robust dealmaking, a record capital markets year, and strategic hiring for its momentum.
Qualcomm's Q4 revenue met expectations, but a cautious outlook driven by memory supply constraints and strategic shifts into automotive and IoT markets signals a pivotal moment for the chip giant.
Yum! Brands' fourth-quarter revenue beat expectations, driven by robust digital sales and core brand strength at KFC and Taco Bell, while adjusted earnings per share came in slightly below analyst forecasts.
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.
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.
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.
Despite declining sales and margins, PulteGroup's Q4 revenue surpassed expectations, driven by resilient demand in the Midwest, Northeast, and Florida. CEO Ryan Marshall pointed to a diversified buyer base and strong performance in active adult communities as key buffers against softer segments.
Nasdaq's fourth-quarter results surpassed expectations, driven by growth in its solutions business and record exchange activity. While management celebrated AI integration and new listings, analysts probed deeper into sustainability, margins, and future catalysts in a revealing Q&A session.
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.
Johnson Controls International plc (JCI) reported stronger-than-expected fourth-quarter results, driven by robust demand for its building solutions in data centers and life sciences. The company raised its full-year profit guidance, citing a record order backlog and disciplined execution.
Governor Bill Lee is proposing a major infusion into the state's nuclear innovation fund, with nearly all awards to date directed to East Tennessee—a region solidifying its status as America's premier nuclear science corridor.
Thermo Fisher Scientific posted strong Q4 results, surpassing revenue and profit forecasts, yet its stock fell as analysts probed underlying pressures in key markets and the sustainability of growth drivers.
Silgan Holdings surpassed revenue and profit expectations in its fourth quarter, fueled by robust growth in its dispensing systems and the successful integration of recent acquisitions. The packaging giant forecasts stable margins for the coming year despite macroeconomic headwinds.
Lazard's Q4 earnings surpassed expectations, fueled by record advisory fees and robust asset growth. But the real story emerged during the analyst Q&A, revealing the strategic pressures and opportunities facing the storied financial firm.
Tractor Supply's Q4 earnings fell short of expectations, citing a mild storm season and cautious consumer spending. While management frames these issues as temporary, analysts probed deeper into the retailer's long-term strategy and resilience.
Kemper Corporation's fourth-quarter results fell sharply below analyst forecasts, driven by severe headwinds in its auto insurance segment. The company outlines a strategic restructuring focused on rate approvals, geographic diversification, and cost discipline to navigate regulatory challenges.
Despite reporting a 25.7% year-over-year sales increase, Xerox's fourth-quarter results fell short of Wall Street expectations, sending its stock lower. Management pointed to tariffs, rising costs, and IT segment challenges as key headwinds, while analysts probed the sustainability of growth from recent acquisitions.
Beyond its role in payments, XRP's underlying technology is positioning itself at the forefront of a multi-billion dollar financial revolution: the tokenization of real-world assets. Analysts point to 2026 as a potential inflection point for adoption and value.
