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IT solutions provider CDW (NASDAQGS:CDW) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 6.3% year on year to $5.51 billion. Its non-GAAP profit of $2.57 per share was 5.1% above analysts’ consensus estimates.

Life sciences company Azenta (NASDAQ:AZTA) reported Q4 CY2025 results beating Wall Street’s revenue expectations, but sales were flat year on year at $148.6 million. Its non-GAAP profit of $0.14 per share was in line with analysts’ consensus estimates.

Freight carrier Old Dominion (NASDAQ:ODFL) met Wall Streets revenue expectations in Q4 CY2025, but sales fell by 5.7% year on year to $1.31 billion. Its GAAP profit of $1.09 per share was 2.9% above analysts’ consensus estimates.

Pharmaceutical company AbbVie (NYSE:ABBV) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 10% year on year to $16.62 billion. Its non-GAAP profit of $2.71 per share was 2.2% above analysts’ consensus estimates.

Investment management firm T. Rowe Price (NASDAQ:TROW) missed Wall Street’s revenue expectations in Q4 CY2025 as sales rose 5% year on year to $1.93 billion. Its non-GAAP profit of $2.44 per share was 1% below analysts’ consensus estimates.

Manufacturing company IDEX (NYSE:IEX) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 4.2% year on year to $899.1 million. Its non-GAAP profit of $2.10 per share was 2.9% above analysts’ consensus estimates.

Financial derivatives exchange CME Group (NASDAQ:CME) met Wall Streets revenue expectations in Q4 CY2025, with sales up 8.1% year on year to $1.65 billion. Its non-GAAP profit of $2.77 per share was 1% above analysts’ consensus estimates.

Fast-food company Yum! Brands (NYSE:YUM) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 6.4% year on year to $2.51 billion. Its non-GAAP profit of $1.73 per share was 1.5% below analysts’ consensus estimates.

Household products company Reynolds (NASDAQ:REYN) announced better-than-expected revenue in Q4 CY2025, with sales up 1.3% year on year to $1.03 billion. On the other hand, next quarter’s revenue guidance of $809.8 million was less impressive, coming in 3.3% below analysts’ estimates. Its non-GAAP profit of $0.59 per share was in line with analysts’ consensus estimates.

Newspaper and digital media company The New York Times (NYSE:NYT) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 10.4% year on year to $802.3 million. Its non-GAAP profit of $0.89 per share was in line with analysts’ consensus estimates.

Building operations company Johnson Controls (NYSE:JCI) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 6.8% year on year to $5.80 billion. Its non-GAAP profit of $0.89 per share was 5.7% above analysts’ consensus estimates.

Ride sharing and on-demand delivery platform Uber (NYSE:UBER) met Wall Streets revenue expectations in Q4 CY2025, with sales up 20.1% year on year to $14.37 billion. Its non-GAAP profit of $0.71 per share was 11% below analysts’ consensus estimates.

Industrial component provider Timken (NYSE:TKR) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 3.5% year on year to $1.11 billion. Its non-GAAP profit of $1.14 per share was 4.9% above analysts’ consensus estimates.

Adhesive manufacturing company Avery Dennison (NYSE:AVY) missed Wall Street’s revenue expectations in Q4 CY2025 as sales rose 3.9% year on year to $2.27 billion. Its non-GAAP profit of $2.45 per share was 2.9% above analysts’ consensus estimates.

Industrial materials and tools company Kennametal (NYSE:KMT) announced better-than-expected revenue in Q4 CY2025, with sales up 9.8% year on year to $529.5 million. Guidance for next quarter’s revenue was optimistic at $555 million at the midpoint, 2.2% above analysts’ estimates. Its non-GAAP profit of $0.47 per share was 24.3% above analysts’ consensus estimates.

Investment banking firm Evercore (NYSE:EVR) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 31.4% year on year to $1.29 billion. Its non-GAAP profit of $5.13 per share was 26.7% above analysts’ consensus estimates.

Global pharmaceutical company Eli Lilly (NYSE:LLY) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 42.6% year on year to $19.29 billion. The company’s full-year revenue guidance of $81.5 billion at the midpoint came in 5.1% above analysts’ estimates. Its non-GAAP profit of $7.54 per share was 8.7% above analysts’ consensus estimates.

Healthcare distributor Cencora (NYSE:COR) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 5.5% year on year to $85.93 billion. Its non-GAAP profit of $4.08 per share was 1% above analysts’ consensus estimates.

Credit reporting giant Equifax (NYSE:EFX) announced better-than-expected revenue in Q4 CY2025, with sales up 9.2% year on year to $1.55 billion. Guidance for next quarter’s revenue was optimistic at $1.61 billion at the midpoint, 2.5% above analysts’ estimates. Its non-GAAP profit of $2.09 per share was 1.8% above analysts’ consensus estimates.

Medical device company Boston Scientific (NYSE:BSX) met Wall Streets revenue expectations in Q4 CY2025, with sales up 15.9% year on year to $5.29 billion. The company expects next quarter’s revenue to be around $5.19 billion, close to analysts’ estimates. Its non-GAAP profit of $0.80 per share was 2.4% above analysts’ consensus estimates.

Healthcare technology company GE HealthCare Technologies (NASDAQ:GEHC) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 7.1% year on year to $5.70 billion. Its non-GAAP profit of $1.44 per share was 3% above analysts’ consensus estimates.

Business development company Oaktree Specialty Lending (NASDAQ:OCSL) met Wall Streets revenue expectations in Q4 CY2025, but sales fell by 13.3% year on year to $75.1 million. Its non-GAAP profit of $0.06 per share was 84.1% below analysts’ consensus estimates.

Global agribusiness company Bunge Global (NYSE:BG) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 75.5% year on year to $23.76 billion. Its non-GAAP profit of $1.99 per share was 9.6% above analysts’ consensus estimates.

Manufacturing company Stanley Black & Decker (NYSE:SWK) missed Wall Street’s revenue expectations in Q4 CY2025, with sales flat year on year at $3.68 billion. Its non-GAAP profit of $1.41 per share was 9.9% above analysts’ consensus estimates.

Rigid packaging solutions manufacturer Silgan Holdings (NYSE:SLGN) announced better-than-expected revenue in Q4 CY2025, with sales up 4.1% year on year to $1.47 billion. Its non-GAAP profit of $0.67 per share was 4.3% above analysts’ consensus estimates.

Fast-food company Yum China (NYSE:YUMC) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 8.8% year on year to $2.82 billion. Its non-GAAP profit of $0.40 per share was 9.2% above analysts’ consensus estimates.

Telecommunications infrastructure company Lumen Technologies (NYSE:LUMN) met Wall Streets revenue expectations in Q4 CY2025, but sales fell by 8.7% year on year to $3.04 billion. Its non-GAAP profit of $0.23 per share was significantly above analysts’ consensus estimates.

Telecommunications infrastructure company Lumen Technologies (NYSE:LUMN) met Wall Streets revenue expectations in Q4 CY2025, but sales fell by 8.7% year on year to $3.04 billion. Its non-GAAP profit of $0.23 per share was significantly above analysts’ consensus estimates.

Viavi Solutions delivered a positive fourth quarter, with results above Wall Street’s revenue and profit expectations. Management attributed growth to robust demand from the data center ecosystem and increased momentum in aerospace and defense, which together now comprise a growing share of the business. CEO Oleg Khaykin highlighted, “The data center ecosystem, which includes high-performance semiconductors, optical modules, and network management systems, drove strong demand for lead and production products in support of AI data center build-out.” The company also benefited from contributions of recently acquired product lines and a recovery in anti-counterfeiting solutions.

Badger Meter’s fourth quarter was met with a significant negative market reaction following a shortfall versus Wall Street’s revenue and profit expectations. Management attributed the results to the timing of large advanced metering infrastructure (AMI) project completions and fewer operating days in the quarter. CEO Ken Bockhorst described the impact as a result of “the calendar and quarter-specific customer and project mix,” rather than a change in underlying demand or customer budgets. The team highlighted continued robust demand for cellular AMI solutions and progress integrating the SmartCover acquisition, which contributed to gross margin improvement.

AXIS Capital delivered revenue and non-GAAP earnings per share above Wall Street expectations in Q4, driven by strong insurance segment growth, disciplined underwriting, and expansion into new business lines. Management highlighted the positive impact of investments in technology and operational efficiency, as well as the contribution from new and expanded specialty classes. CEO Vincent Tizzio credited “increased profitable growth that was largely propelled by our new and expanded business classes and further enhanced our operating efficiency” as a major factor behind the results.

Corning’s fourth quarter results reflected robust demand in its optical communications segment, notably driven by adoption of next-generation data center solutions. Management highlighted that double-digit sales growth was heavily influenced by the rapid uptake of new artificial intelligence-oriented optical products, as well as key customer wins. CEO Wendell Weeks cited “remarkable demand for our innovations in manufacturing capabilities,” pointing to the Meta multi-year agreement as a validation of Corning’s technology leadership in high-density optical fiber. While revenue missed Wall Street expectations, improvements in operating margin and strong execution in premium product lines were credited for the quarter’s performance.

Landstar’s fourth quarter was marked by continued softness in the freight market, as the company reported results that fell short of Wall Street’s revenue and profit expectations. Management attributed the underperformance to ongoing freight recession conditions, persistent inflation, and an uptick in insurance and claims expenses, including charges related to severe vehicular accidents and legal judgments. CEO Frank Lonegro described the quarter’s environment as “challenging,” emphasizing that while truckload volumes and rates remained under pressure, the heavy haul business continued to grow, setting a new revenue record. Management’s tone was notably cautious, with specific mention of “uncertainty” from external headwinds impacting supply chains and the industrial economy.

Danaher’s fourth quarter results met Wall Street’s revenue expectations, with management attributing performance to ongoing strength in its bioprocessing segment and steady growth in diagnostics. CEO Rainer Blair noted that bioprocessing consumables demand, especially for monoclonal antibodies, remained robust, while diagnostic platforms benefited from an active respiratory season and expanding test menus. However, management acknowledged ongoing softness in academic and government research funding, with Blair describing these end markets as “muted but stable.” The company also cited the impact of productivity initiatives and continued investment in new product development as central to offsetting cost pressures.

GE Vernova’s fourth quarter was marked by solid top-line growth, with revenue and GAAP profit both surpassing Wall Street expectations. Management pointed to robust new gas contracts and record Electrification orders as core drivers, while acknowledging challenges related to the U.S. government’s halt of offshore wind activity. CEO Scott Strazik highlighted a 25% increase in total backlog, driven by strong demand in Power and Electrification segments, and emphasized the company’s progress in expanding high-margin service agreements. However, the abrupt stop-work order on the Vineyard Wind project required the company to accrue additional costs, impacting segment profitability.

CONMED’s fourth-quarter results were well received by the market, driven by standout performance in its orthopedics portfolio and continued progress in resolving supply chain challenges. Management highlighted the company’s exit from lower-growth gastroenterology product lines and renewed focus on high-growth areas such as robotic and laparoscopic surgery, smoke evacuation, and orthopedic soft tissue repair. CEO Patrick Beyer credited improvements in sports medicine supply, successful launches like the AIM meniscal repair program in Europe, and strong execution by the orthopedic sales team as key contributors. Beyer emphasized, “We ended the year with our backorder value and number of SKUs on backorder at a three-year low.”

Annaly Capital Management’s fourth quarter was marked by robust multi-segment growth, as the company outperformed Wall Street’s revenue and earnings expectations. Management identified lower market volatility, a supportive bond environment, and disciplined capital allocation as core contributors to the quarter’s economic return. CEO David Finkelstein emphasized, “All three businesses contributed solid returns,” with particular strength in agency mortgage-backed securities (MBS) and residential credit. Annaly’s ability to grow its portfolio by 30% during the year, while maintaining conservative leverage, underscored its diversified housing finance approach.

United Rentals faced a challenging fourth quarter as the market reacted negatively to its results, with management pointing to a combination of factors behind the underperformance. CEO Matthew Flannery highlighted continued growth in both general rentals and specialty businesses, but noted that higher fleet repositioning costs and mixed performance in the matting business weighed on margins. CFO William Grace attributed the shortfall in used equipment sales to holding onto high-time assets to meet demand, further impacting bottom-line results.

Stifel’s fourth quarter results exceeded Wall Street’s expectations, with management attributing the outperformance to strength in both its Global Wealth Management and Institutional segments. CEO Ronald James Kruszewski emphasized that record adviser recruiting and strong client activity underpinned the firm’s revenue growth, while the institutional business benefited from robust investment banking, particularly in advisory and capital markets. CFO James Marischen noted that operating leverage and disciplined expense control also played a significant role in delivering higher profitability, as compensation and non-compensation expenses remained well aligned with revenue growth. The quarter’s performance was further bolstered by increased client assets, a resilient balance sheet, and elevated activity in key sectors such as healthcare and financials.

Hexcel’s fourth quarter was marked by a positive market response, driven by stronger-than-expected commercial aerospace demand and disciplined cost management. Management attributed the quarter’s performance to the ongoing recovery in aircraft production rates across key programs, including the Airbus A350 and Boeing 787, alongside operational streamlining initiatives such as facility closures and workforce reductions. CEO Thomas Gentile noted that "a sustained recovery and ramp-up in commercial aircraft build rates is beginning to take hold," as the company benefited from easing supply chain constraints and a rebound in customer orders, particularly for narrow-body jets.

Waste Management’s fourth quarter was marked by a negative market reaction, as both revenue and non-GAAP profit per share fell short of Wall Street’s expectations. Management attributed the results to ongoing cost optimization, disciplined pricing, and operational improvements in its core collection and disposal business. CEO James Fish highlighted that lower labor and maintenance costs, driven by investments in fleet and technology, improved operating leverage even as residential volume declined due to intentional shedding of low-margin accounts. The integration of Healthcare Solutions also contributed to margin gains, with Fish noting, “Customer service scores have improved to levels above our Legacy Business.”

VF Corp’s fourth quarter results were met with a negative market reaction, as management attributed the sales growth to improved execution in its largest brands and ongoing momentum in digital channels, particularly in The Americas. CEO Bracken Darrell emphasized that The North Face and Timberland brands delivered notable revenue gains, driven by new product launches and increased direct-to-consumer (DTC) activity. However, he noted that ongoing softness at Vans and international markets, along with tariff headwinds, continued to challenge overall performance. "We had a very strong quarter, growing revenue, expanding margins, and reducing debt, exactly as we said we'd do," Darrell stated, underscoring the company’s focus on operational discipline and product innovation.

Packaging manufacturer Ball (NYSE:BLL) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 16.2% year on year to $3.35 billion. Its non-GAAP profit of $0.91 per share was 1.5% above analysts’ consensus estimates.

Lam Research’s fourth quarter was defined by robust revenue growth and strong operational execution, with management crediting the company’s advanced etch and deposition technologies as primary contributors. CEO Tim Archer emphasized that rapid adoption of AI workloads drove customer investment in leading-edge foundry and memory capacity, while recent product launches like the Aqara etch system and major service upgrades expanded Lam’s footprint across DRAM, NAND, and logic segments. Archer noted, “Our performance demonstrates continued strong execution in an accelerating semiconductor demand environment.”

Plexus delivered a quarter that met Wall Street’s revenue expectations and exceeded consensus for non-GAAP earnings per share, prompting a positive market reaction. Management attributed the performance to strong program ramps across Healthcare/Life Sciences and Aerospace and Defense sectors, as well as improved demand in semiconductors and energy markets. CEO Todd Kelsey highlighted, "Our consistent strategy and focus on delivering customer success continues to enable share gains and is facilitating our leadership in growth markets." The company also benefited from operational improvements in its global facilities, helping offset investment costs tied to new capacity.

C.H. Robinson’s fourth quarter was shaped by persistent weakness in global freight demand and falling ocean shipping rates, yet the company’s execution on cost control and productivity helped it outperform in key areas. Management attributed the positive results to its lean operating model, proprietary AI-driven processes, and targeted market share gains, particularly in retail and automotive verticals. CEO David Bozeman highlighted, “We grew our total volume by 1% and our truckload volume by approximately 3% year over year, compared to a 7.6% year-over-year decline in the CAS freight shipment index,” emphasizing the company’s ability to capture share even as overall shipment activity contracted.

Otis’s fourth quarter results reflected a negative market reaction as the company missed Wall Street’s revenue expectations, despite delivering year-on-year top-line growth and meeting profit consensus. Management attributed the underperformance primarily to softer-than-anticipated new equipment sales, particularly in China and The Americas, and a lower-than-expected trajectory in repair within the service segment. CEO Judith Marks highlighted the company’s robust modernization orders and strong cash flow as key positives, noting, “We secured record modernization orders, building an unprecedented backlog.” The operational focus remained on expanding margins and growing the service portfolio, but external headwinds weighed on total revenue.

LendingClub’s fourth quarter results outpaced Wall Street expectations for both revenue and GAAP earnings, yet the market responded negatively, reflecting concerns about underlying trends. Management attributed growth to robust loan originations, especially in personal loans and major purchase financing, as well as improved marketplace pricing and strong credit performance. CEO Scott Sanborn highlighted the company’s underwriting capabilities, stating, “Our discipline, combined with our advanced underwriting capabilities, delivered 40 to 50% better credit performance versus our competitive set.” Despite these drivers, higher marketing and operating expenses raised questions about cost trajectory and the sustainability of earnings momentum.

Textron’s fourth quarter results drew a negative market reaction, despite the company topping Wall Street’s revenue and adjusted earnings expectations. Management attributed the quarter’s growth primarily to higher aircraft deliveries following recovery from the prior year’s strike, as well as expanded aftermarket activity and strong demand for Bell’s military helicopters. CEO Lisa Atherton also highlighted the impact of key certifications—such as the Citation Ascend and CJ3 Gen 2—on segment momentum and the company’s growing backlog, while acknowledging ongoing supply chain pressures, particularly around engines and workforce retention.

Whirlpool’s fourth-quarter results drew a negative market reaction as the company’s revenue came in below Wall Street expectations, with flat sales year over year. Management attributed the underperformance mainly to ongoing challenges in its North American business, including $300 million in tariff costs and a sluggish U.S. housing market, which saw existing home sales at a multi-decade low. CEO Marc Bitzer described 2025 as a “difficult year with unforeseen challenges,” noting that despite a record number of new product launches and share gains, intense promotional activity and delayed industry pricing adjustments pressured margins. Management expressed cautious optimism as industry pricing appeared to normalize late in the quarter.

Houlihan Lokey’s fourth quarter results surpassed Wall Street’s expectations for both revenue and adjusted earnings, with management attributing the performance to strengthening activity in its Corporate Finance segment and increased private equity deal flow. CEO Scott Adelson pointed to improving investor sentiment and robust M&A (mergers and acquisitions) activity as critical drivers, while the accelerated closing of restructuring transactions also played a role. Adelson noted, “We continue to benefit from improving investor sentiment, partially fueled by stronger company performance and expectations of declining interest rates.”

Manufacturing company Illinois Tool Works (NYSE:ITW) announced better-than-expected revenue in Q4 CY2025, with sales up 4.1% year on year to $4.09 billion. Its GAAP profit of $2.72 per share was 1.3% above analysts’ consensus estimates.

IBM’s Q4 performance was marked by growth in software and infrastructure, which drove the company to surpass Wall Street’s revenue and profit expectations. Management credited the momentum to strong demand for AI- and automation-centric solutions, as well as continued adoption of its Z17 mainframe platform. CEO Arvind Krishna noted that “software grew 9%, our highest annual growth rate in history,” highlighting the impact of IBM’s focus on hybrid cloud and AI. Consulting services also contributed modestly, with clients increasingly seeking help to integrate AI at scale.

Tetra Tech’s fourth quarter performance surpassed Wall Street’s revenue and profit expectations, with management attributing the results to robust demand for water infrastructure and environmental services, particularly in international markets. CEO Dan Batrack highlighted strength in UK and Ireland water programs and solid execution in U.S. state and local projects, emphasizing the company’s focus on front-end consulting and digital automation for water systems. Management also noted that advanced planning helped the federal segment navigate the U.S. government shutdown, sustaining year-on-year growth despite industry-wide disruptions.

Prosperity Bancshares’ fourth quarter results drew a significant negative reaction from the market, despite the company meeting revenue expectations and exceeding analyst profit estimates. Management pointed to higher net interest margin, improved deposit growth, and disciplined expense management as key factors in the quarter. However, the increase in nonperforming assets and a decline in loan balances drew concern, with CEO David Zalman emphasizing the company’s ongoing caution in underwriting and the impact of run-off from acquired loan portfolios. Zalman acknowledged, “We are not willing to compete with the terms and conditions being offered sometimes by out-of-state competitors on some of the larger deals,” highlighting both the competitive environment and the company’s risk posture.

MSCI’s fourth quarter results were well received, reflecting solid execution across core business lines and continued expansion in client segments. Management attributed the positive momentum to strong demand for custom index solutions, robust inflows into non-U.S. equity ETFs, and notable growth in private capital solutions. CEO Henry Fernandez emphasized that the company’s commitment to innovation, particularly in artificial intelligence (AI) applications, played a significant role in boosting both recurring subscription and asset-based fee revenues this quarter. Fernandez noted, “Our index flywheel is helping clients form thematic baskets, gain global exposures, and unlock new distribution channels.”

Meritage Homes’ fourth quarter was defined by persistent affordability challenges and cautious buyer sentiment, which management identified as key drivers behind softer sales activity and margin compression. CEO Phillippe Lord noted that the company held firm on limiting incentives, even as competitors aggressively discounted to clear inventory, contributing to a slower absorption pace. The company’s focus on backlog conversion and maintaining a healthy inventory of move-in ready homes partially offset the impact of lower demand, but management acknowledged that “Q4 was really bad” due to both consumer confidence and competitive dynamics.

Elevance Health’s fourth quarter was marked by ongoing pressures in its core Medicaid and Medicare businesses, but management credited disciplined portfolio adjustments and cost management for maintaining performance aligned with expectations. CEO Gail Boudreaux highlighted that the company’s actions to reposition its book of business—such as exiting lower-margin geographies and tightening pricing—were aimed at stabilizing margins and setting a foundation for future growth. The quarter also saw continued revenue momentum in commercial accounts and growing demand for Carillon’s health solutions, despite the headwinds from lower risk-based membership.

ServiceNow’s fourth quarter results surpassed Wall Street’s revenue and non-GAAP profit expectations, but the market reaction was notably negative. Management focused on the acceleration in AI-driven product uptake and major enterprise wins, citing strong adoption of Now Assist and workflow automation across industries. CEO Bill McDermott described the period as ServiceNow's “largest quarter in history” for CRM net new annual contract value, emphasizing customer demand for end-to-end AI and workflow solutions. Despite these achievements, management acknowledged that recent M&A activity and questions about future growth drivers contributed to investor uncertainty.

Raymond James delivered fourth-quarter results that saw sales rise year-on-year, though revenue slightly missed Wall Street’s expectations. Management pointed to robust adviser recruiting and retention as significant contributors to the quarter’s growth, with net new asset inflows reaching one of the highest levels in company history. CEO Paul Shoukry emphasized continued success in attracting high-quality advisers, stating, “The recruiting activity is robust...and the retention of our existing advisers remains very strong.” While capital markets performance was impacted by lower M&A and advisory revenues, the private client and asset management segments remained resilient.

Meta’s fourth quarter delivered results ahead of Wall Street expectations, with management attributing the upside to robust advertiser demand, continued improvements in AI-powered ad targeting, and engagement gains across the company’s core social platforms. CEO Mark Zuckerberg emphasized that Meta’s AI-driven recommendation systems and new ad products were key contributors, noting a “major AI acceleration” that is beginning to unlock new user and business experiences. CFO Susan Li added that optimizations in both feed and video surfaces on Facebook and Instagram drove meaningful increases in engagement and monetization.

Levi's closed Q4 with sales essentially unchanged from the previous year, but results surpassed Wall Street’s revenue and profit expectations. Management attributed performance to ongoing gains in its direct-to-consumer (DTC) channel, progress in expanding its product assortment beyond denim, and continued momentum in international markets. CEO Michelle Gass noted that Levi’s “cemented our position as the number one share for men’s, women’s, and youth” during the period, highlighting broad-based growth across demographics and categories. The company also saw strong holiday sales, with new tops and outerwear lines resonating with consumers.

Littelfuse’s most recent quarter was met with a significant positive market response, reflecting investor confidence in the company’s ongoing strategic execution. Management attributed the strong year-over-year revenue growth to robust demand in high-growth markets such as data center, grid, and utility infrastructure, along with double-digit design win increases in these segments. CEO Greg Henderson highlighted the importance of operational excellence and several strategic initiatives that contributed to this outperformance, including improved sales alignment and a customer-centric approach that deepened relationships and expanded Littelfuse’s reach across technology portfolios.

Electrical safety company Atkore (NYSE:ATKR) reported Q4 CY2025 results beating Wall Street’s revenue expectations, but sales were flat year on year at $655.5 million. Its non-GAAP profit of $0.83 per share was 31.8% above analysts’ consensus estimates.

Tesla’s Q4 results were shaped by shifting demand patterns and significant operational changes, as management pointed to a surge in U.S. vehicle purchases in the prior quarter and increased international deliveries, especially in smaller markets like Malaysia and Poland, as key factors. CFO Vaibhav Taneja attributed steady automotive margins to a favorable regional mix and highlighted growing adoption of Tesla’s Full Self-Driving (FSD) software, noting, “FSD adoption continued to improve in the quarter, reaching nearly 1,100,000 paid customers globally.” Management also flagged sustained strength in the energy segment, with record deployments and continued demand for MegaPack and Powerwall products.

Aerospace and defense company Mercury Systems (NASDAQ:MRCY) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 4.4% year on year to $232.9 million. Its non-GAAP profit of $0.16 per share was significantly above analysts’ consensus estimates.

SEI Investments delivered a steady finish to the year, with revenue and GAAP earnings slightly exceeding Wall Street expectations for Q4. Management credited broad-based performance across business lines, highlighting private banking and investment management services as key contributors. CEO Ryan Hicke pointed to strong execution on professional services initiatives and the integration of new client wins as primary drivers. The quarter also saw progress on strategic partnerships, such as the Stratos deal, which management believes enhances SEI’s advisor channel presence.

Computer processor maker AMD (NASDAQ:AMD) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 34.1% year on year to $10.27 billion. On top of that, next quarter’s revenue guidance ($9.8 billion at the midpoint) was surprisingly good and 4.3% above what analysts were expecting. Its non-GAAP profit of $1.53 per share was 16% above analysts’ consensus estimates.

Brinker International’s fourth-quarter results were shaped by continued momentum at Chili’s, with management emphasizing the impact of menu renovations and disciplined operational execution. CEO Kevin Hochman highlighted the success of new offerings including upgraded queso, nachos, and bacon cheeseburgers, contributing to sustained traffic growth and improved guest experience. Management also credited its world-class marketing efforts and focus on food, service, and atmosphere for driving repeat visits and supporting same-store sales gains. While Maggiano’s continued to face challenges, incremental progress was noted as the team executed on value and portion enhancements. The quarter’s steady operating margins reflected the company’s approach to balancing investments in labor and food quality with top-line growth.

General Dynamics' fourth quarter results saw sales and profit exceed Wall Street expectations, yet the market responded negatively, reflecting concern over several operational headwinds. Management cited robust demand across its portfolio, particularly in Aerospace and Combat Systems, but also acknowledged margin pressures from tariffs, supply chain bottlenecks, and product mix. CEO Phebe Novakovic specifically pointed to the “imposition of tariffs” and “higher overhead” in Aerospace as key factors impacting profit performance despite strong order activity and delivery increases.

AT&T’s fourth quarter saw a positive market reaction, as the company outperformed Wall Street expectations on both revenue and profit. Management credited continued growth in 5G and fiber subscribers, noting that postpaid phone and fiber net additions each surpassed one million for the year. CEO John Stankey emphasized that investments in advanced connectivity, particularly the expansion of fiber and fixed wireless offerings, were key contributors to customer gains. Stankey noted, “The result of this operating momentum was the best year for consumer broadband subscriber growth in a decade.”

Lennox's fourth quarter was marked by continued challenges in both the residential and commercial HVAC markets, leading to a decline in sales and profitability below Wall Street expectations. Management attributed the weaker results primarily to persistent channel destocking and subdued demand, particularly in residential new construction, as well as softer market conditions overall. CEO Alok Maskara noted, "Revenue was down 11% in the quarter due to weak residential and commercial end markets. The impact was further amplified by deeper channel destocking and soft residential new construction activity." Despite these headwinds, the company maintained a focus on operational efficiency and cost controls to partially offset volume declines.

Adtalem’s fourth quarter was marked by sustained enrollment gains and operational efficiency, prompting a favorable market response. Management attributed the positive results to strong performances at Walden University and Chamberlain, both of which reached record enrollment levels. CEO Stephen W. Beard emphasized, “This quarter marks our tenth consecutive quarter of enrollment growth.” The company also highlighted successful digital initiatives and targeted marketing improvements, particularly in its nursing and behavioral sciences programs, as critical factors supporting revenue and non-GAAP earnings growth.

Digital payments platform PayPal (NASDAQ:PYPL) fell short of the markets revenue expectations in Q4 CY2025 as sales rose 3.7% year on year to $8.68 billion. Its non-GAAP profit of $1.23 per share was 4.5% below analysts’ consensus estimates.

Amphenol’s fourth quarter was marked by robust revenue growth and a significant operating margin expansion, but the negative market reaction reflected investor caution. Management attributed the strong results to broad-based demand across nearly all end markets, with the IT datacom segment, particularly AI-driven applications, serving as a major catalyst. CEO Adam Norwitt noted that record bookings were “driven primarily by data center demand related in particular to artificial intelligence investments being planned by a number of our large customers.” Additionally, recent acquisitions, including Trexon, contributed to sales growth and segment diversification. Despite these achievements, investors appeared focused on the sustainability of this growth given the scale of recent order inflows.