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HA Sustainable Infrastructure Capital’s fourth quarter saw robust investor approval, with a 5% uptick in share price following earnings. Management attributed this positive momentum to an unprecedented volume of new climate-focused transactions, a growing pipeline of opportunities, and rising investment yields. CEO Jeffrey Lipson highlighted the company’s ability to scale transaction volumes and maintain profitability, even as operating margin declined. Key deals, such as the SunZia wind project and a joint venture with Sunrun, were called out as major contributors.

Flowers Foods faced a challenging fourth quarter, with results meeting Wall Street’s revenue expectations but prompting a significant negative market reaction. Management attributed performance to ongoing volume weakness in traditional loaf breads, particularly Nature’s Own, and category-wide consumption pressures. CEO Ryals McMullian pointed to the company’s strength in premium and innovative segments, but acknowledged that “the real issue for us is traditional loaf where we under-index, and that has been underperforming the category.” The company is undertaking a comprehensive operations review to address these challenges.

Affiliated Managers Group’s fourth quarter was marked by continued momentum in its alternatives business, despite revenue coming in below Wall Street’s expectations. The market’s strong positive reaction reflected management’s emphasis on secular growth in private markets and liquid alternatives, as well as robust net inflows driven by client demand for differentiated investment solutions. CEO Jay Horgen highlighted that, “record net inflows in alternative strategies” and “substantial organic growth” were central to the company’s performance, with two longstanding affiliates, Pantheon and AQR, making significant contributions to earnings growth.

Yelp's fourth quarter results were met with a negative market reaction, as the company reported flat year-over-year revenue and a slight miss on non-GAAP profit expectations. Management attributed the softness to persistent challenges in the restaurants, retail, and other (RR&O) category, which saw declining advertising revenue and lower engagement from both consumers and advertisers. CEO Jeremy Stoppelman highlighted that, despite these headwinds, strength in service-related advertising and the accelerated rollout of AI-powered features helped offset some of the pressures. Stoppelman noted, “Our focus on product innovation and a differentiated services experience once again drove our results in 2025.”

Pinterest’s fourth quarter was met with a significant negative reaction from the market, as revenue came in just below Wall Street’s expectations and guidance for the next quarter disappointed. Management attributed the gap to continued advertising pullbacks from large retail clients, who have been disproportionately impacted by tariffs and margin pressures. CEO Bill Ready described the company’s performance as not meeting its potential and highlighted the urgent need to diversify Pinterest’s advertiser base and accelerate its sales transformation. He specifically pointed to the company’s exposure to large retailers as a key reason why Pinterest felt industry-wide ad spending headwinds more acutely than some competitors.

Procore Technologies posted quarterly results that exceeded Wall Street’s expectations, with the market responding positively to the company’s demonstrated resilience despite a challenging construction environment. Management attributed the performance to robust upmarket momentum, product expansion, and continued customer wins—particularly among large general contractors and owners. CEO Ajay Gopal highlighted the company’s ability to displace incumbent vendors and win back customers, noting, “The value of Procore creates an advantage that price alone cannot match.” The addition of new enterprise clients and the expansion of existing relationships were key to driving growth this quarter.

CBRE’s fourth-quarter performance was met with a distinctly negative market reaction, as the company’s results, while in line with Wall Street revenue expectations and modestly ahead on non-GAAP profit, did not satisfy investor appetite for more aggressive upside. Management attributed the quarter’s growth to double-digit gains in both resilient and transactional businesses, highlighting robust leasing and sales activity, particularly in the U.S. and Europe. CEO Bob Sulentic emphasized the company’s expanding role in data center solutions and technical services, with the recent Pearce Services acquisition broadening CBRE’s capabilities. However, management acknowledged that certain one-off expenses, such as those in project management, temporarily pressured margins.

Commerce’s fourth quarter results were met with a negative market reaction, as the company missed Wall Street’s revenue expectations and delivered only modest year-on-year growth. Management pointed to strong adoption of its B2B ecommerce solutions and early traction from new product launches as positive factors, but also cited weaker-than-anticipated performance in the business-to-consumer (B2C) segment, particularly in the latter part of the year. CEO Travis Hess acknowledged that agentic commerce trends—where buyers increasingly use AI-driven interfaces—are reshaping customer journeys and may have impacted replatforming activity among larger retailers, noting, “We were disappointed in what we delivered in the back half of the year.”

Ingersoll Rand’s fourth quarter was met with a positive market reaction, as the company’s revenue and non-GAAP earnings per share both exceeded Wall Street expectations. Management attributed this performance to continued expansion in recurring revenue streams, disciplined execution of its M&A strategy, and resilient order growth across key business segments. CEO Vicente Reynal highlighted that recurring revenue surpassed $450 million in 2025, supported by a robust $1.1 billion backlog, while recent acquisitions added scale and technological capability. Reynal emphasized, “Our teams remain nimble through the use of IRX and continue to leverage our economic growth engine to outperform in the markets in which we serve.”

Vontier’s fourth quarter results drew a positive market reaction, propelled by organic growth in its mobility tech and environmental and fueling segments. Management attributed the performance to strong demand from the convenience retail end market, new product rollouts like FlexPay 6 and the NFX Payment Server, and operational discipline in a dynamic macro environment. CEO Mark Morelli cited a “strong finish to the year” and highlighted the company’s progress in simplifying its organization and expanding its integrated solutions portfolio. The quarter also benefited from robust cash generation and momentum in its DRB and Repair Solutions businesses, which saw improvements in software adoption and diagnostic tool sales.

Kinsale Capital Group’s fourth quarter was marked by ongoing headwinds in its Commercial Property division, which management attributed to heightened competition and a resulting slowdown in premium growth. CEO Michael Patrick Kehoe explained that while the company’s disciplined underwriting and cost advantages supported margins, the property segment’s performance represented a significant drag on overall growth. Kehoe remarked, “Much of the recent headwind to Kinsale’s overall growth rate is due to the shrinking of our Commercial Property division, which writes larger catastrophe-exposed accounts and operates in one of the more competitive segments of the market.” Management displayed a measured tone, noting that market conditions remain intensely competitive and acknowledging that stabilization in this area may take several more quarters.

Restaurant Brands' fourth quarter was met with a negative market reaction, as investors focused on margin compression and mixed profitability trends despite revenue and adjusted earnings surpassing Wall Street expectations. Management attributed the quarter’s results to strong international performance, steady same-store sales, and resilient execution in core markets, but also acknowledged persistent cost pressures. CEO Josh Kobza highlighted the company’s ability to deliver “solid results” by focusing on the fundamentals, while Executive Chairman Patrick Doyle candidly described 2025 as “a demanding year for restaurant operators” with elevated costs and heightened consumer uncertainty.

Organon's fourth quarter was met with a negative market reaction as operational challenges and shifting demand patterns weighed on results. Management pointed to continued pricing pressure, loss of exclusivity for key drugs like Atozet, and policy-related headwinds for Nexplanon in the U.S. as major drivers of the year-on-year revenue decline. Interim CEO Joe Morrissey emphasized that biosimilars, particularly Hadlima, and new product launches provided some offset, but cost containment efforts and product mix shifts could not fully mitigate gross margin compression. CFO Matthew Walsh described the gross margin decline as “primarily driven by pricing pressure and unfavorable product mix.”

Expedia’s fourth quarter saw a notable disconnect between its financial outperformance and the market’s reaction, as shares declined following the release. Management attributed the quarter’s revenue and margin expansion to several key initiatives, including robust growth in B2B bookings, a double-digit increase in lodging supply, and targeted marketing strategies. CEO Ariane Gorin highlighted that all three core brands—Expedia, Hotels.com, and Vrbo—returned to year-over-year bookings growth, citing product improvements and sharper brand positioning. She noted, “We accelerated both bookings and revenue growth and expanded margins by over two points.” The company also pointed to increased operational efficiency, driven by AI-powered customer service enhancements and disciplined cost management.

IPG Photonics delivered a fourth quarter that exceeded market expectations, with management attributing the results to a stabilizing industrial demand environment and the success of its growth initiatives. CEO Mark Gitin highlighted robust performance in medical and advanced applications, noting, “Materials processing revenue was up 6% sequentially and 17% year over year, driven by stable general industrial demand and increased demand in battery and additive manufacturing applications.” The company also benefited from new product traction in medical and increased synergies from its Clean Laser acquisition.

Applied Materials closed the fourth quarter with better-than-expected results, as the market responded positively to strength in its AI, foundry-logic, and memory segments. Management attributed these results to ongoing customer investment in advanced node transitions and 3D scaling, as well as operational execution in supply chain and cost controls. CEO Gary Dickerson highlighted that “customers continue to accelerate node migrations and new 3D scaling approaches,” expanding opportunities for Applied Materials’ materials engineering portfolio. Investments in research and development and capacity expansion also supported the quarter’s outcomes.

Trinity’s fourth quarter was met with a positive market response, as management credited strong operating margin improvement and effective portfolio management for offsetting the impact of lower sales volume. CEO E. Jean Savage explained that higher lease rates, strategic gains on railcar sales, and disciplined cost controls helped the company navigate a low-volume environment. Savage highlighted, “We are intentionally structured to generate resilient earnings, strong cash flow, and attractive returns in a wide range of market conditions.” Additionally, the company’s significant noncash gain from restructuring its railcar partnership further boosted segment profit, while ongoing investments in automation and AI-driven efficiencies contributed to margin resilience.

Nova’s fourth quarter saw revenue and non-GAAP profit modestly ahead of Wall Street expectations, but the market reacted negatively to the results. Management attributed performance to sustained demand for advanced semiconductor nodes and strong execution in the company’s services business. CEO Gabriel Waisman highlighted that adoption of Nova’s metrology solutions in gate-all-around and advanced packaging applications drove much of the revenue growth, while a shift in product mix weighed on margins. Waisman also noted, “Our growth this year was broad-based,” emphasizing strategic customer wins and deeper collaboration across global chip manufacturers.

Rivian's fourth quarter was marked by a significant year-over-year sales decline, but the market responded positively due to the company’s progress in cost reduction and operational efficiency. Management credited improvements in average sales price and lower production costs for driving the first full year of positive gross profit, despite lower sales volumes. CEO RJ Scaringe highlighted the R1S’s performance as the best-selling premium electric SUV in several key states and pointed to advances in the company’s software and autonomy platforms as additional contributors to quarterly results. CFO Claire McDonough emphasized that continued operational discipline and material cost reductions led to an over $1.3 billion year-over-year improvement in gross profit.

Himax’s fourth quarter saw revenue decline year-over-year, but the company managed to slightly exceed Wall Street’s expectations for sales while delivering profit in line with consensus. The market responded negatively, reflecting concerns over ongoing margin pressures and inventory build. Management attributed the quarter’s performance to resilient growth in automotive display ICs, successful ramp-up of new non-driver products, and a notable uptick in legacy TV and notebook IC orders. CEO Jordan Wu emphasized the company’s leadership in automotive TCON and highlighted the sequential revenue gains from large display drivers and non-driver segments as partial offsets to continued softness in consumer electronics.

Howmet’s fourth quarter saw a strong positive market reaction, reflecting performance that surpassed Wall Street’s revenue and profit expectations. Management attributed this to robust demand in commercial and defense aerospace, alongside accelerating growth in gas turbines. CEO John Plant highlighted the significant contribution of engine spares and the company’s ability to outpace broader market trends in premium product segments. Notably, commercial aerospace engine spares and gas turbine orders were major revenue drivers, supported by ongoing investments in manufacturing capacity and operational improvements.

DexCom’s fourth quarter results reflected ongoing momentum in both product innovation and international expansion. Management attributed the quarter’s performance to the broad rollout of the G7 15-day sensor system in the U.S., which generated positive initial feedback from both customers and physicians due to improved wear time and accuracy. Operational improvements in manufacturing and logistics, such as reestablishing more efficient ocean shipping routes and addressing prior sensor deployment issues, were also highlighted as contributors to margin improvements this quarter. CEO Jacob Steven Leach emphasized that sell-through trends improved as the quarter progressed, supported by efforts to build inventory and streamline the customer support experience through digital initiatives like My Dexcom Account.

Zoetis’ fourth quarter results were met with a muted market reaction, as headwinds in the U.S. companion animal segment and margin pressures offset revenue growth. Management pointed to lingering economic challenges among U.S. pet owners, who became more price sensitive and reduced routine veterinary visits, while persistent competition in dermatology and parasiticides weighed on growth. CEO Kristin Peck noted, "We continue to see some economic pressure on Gen Z and millennial pet owners, which has contributed to a decline in therapeutic visits and doses."

Scorpio Tankers delivered fourth-quarter results that exceeded Wall Street’s expectations, with management attributing the performance to strong operating leverage, disciplined fleet renewal, and support from favorable industry dynamics. CEO Emanuele Lauro highlighted the company's net cash position and lower breakeven costs, noting, “We have fundamentally reset the company.” The quarter was also shaped by a younger, more efficient fleet after selling older vessels and reinvesting in modern newbuildings. Management emphasized robust ton-mile demand, driven by refinery closures lengthening trade routes and constrained vessel supply, as core contributors to revenue growth and margin expansion.

10x Genomics’ fourth quarter results saw stable revenue performance despite a subdued research funding environment, with management crediting continued consumables growth and increased adoption of new products as key drivers. CEO Serge Saxonov pointed to strong momentum in single cell consumables, especially from the newly launched FLEX APEX assay, and double-digit consumables growth in the spatial segment. Management noted that late-quarter budget releases, particularly in EMEA, contributed to the quarter’s outcome. CFO Adam Taich highlighted disciplined cost control, which reduced operating expenses and supported a significant improvement in operating margin compared to last year.

JFrog’s fourth-quarter performance was met with a positive market reaction, underpinned by robust demand for its software supply chain platform and notable expansion in both cloud and security segments. Management attributed this growth to increased adoption of JFrog Advanced Security and Curation, as well as deeper industry partnerships. CEO Shlomi Ben Haim emphasized that the company’s evolution into a unified platform for managing and securing binaries is resonating with enterprise customers, particularly as software creation accelerates in the era of artificial intelligence.

West Pharmaceutical Services’ fourth quarter results reflected robust demand for its high-value product components, particularly those tied to biologics and GLP-1 therapies. Management highlighted that non-GLP-1 high-value products also saw improving trends, with CEO Eric Green noting a “strong recovery throughout the year to align to the market demand.” The company benefited from a favorable product mix, as high-value products drove margin expansion despite some headwinds from increased R&D and incentive compensation spending. Operationally, management attributed momentum to capacity investments in its European manufacturing sites and the successful commercialization of new product launches, such as the Synchrony prefillable syringe system, designed specifically for biologics.

Sixth Street Specialty Lending’s fourth quarter was marked by a revenue decline year over year, despite results that came in above Wall Street’s expectations. The market reacted negatively, with management pointing to persistent pressure on loan spreads and increased competition in direct lending as key challenges. CEO Bo Stanley emphasized the impact of idiosyncratic credit events and unrealized losses, notably highlighting, “credit outcomes are always idiosyncratic.” The team also noted substantial repayment activity and a focus on maintaining disciplined credit selection amid tightening market conditions.

Vertex Pharmaceuticals delivered fourth quarter results that outpaced Wall Street's revenue expectations, driven by continued expansion in cystic fibrosis therapies and early contributions from recently launched products in hematology and pain management. Management pointed to disciplined commercial execution and progress in diversifying the revenue base as key themes. CEO Reshma Kewalramani highlighted, “We are well positioned to deliver on the significant opportunities in front of us and drive sustained growth over the long term.” The company credited successful new product launches—particularly in international markets—and deeper penetration across age groups and geographies for cystic fibrosis as primary revenue drivers.

Callaway Golf Company’s latest quarter was met with a negative market reaction, as revenue significantly missed Wall Street’s expectations. Management attributed the underperformance primarily to the impact of major business divestitures, including the sale of Jack Wolfskin and the majority stake in Topgolf, as well as ongoing pressures from incremental tariffs. CEO Chip Brewer acknowledged that “incremental tariff expense of approximately $40 million in 2026 on top of approximately $35 million last year is driving higher than historical price points in several categories,” which contributed to softer sales.

Gates Industrial Corporation closed Q4 with results that met Wall Street’s expectations for both revenue and profitability, prompting a notable positive market reaction. Management credited the quarter’s performance to robust gains in its personal mobility and data center businesses, which offset ongoing softness in core industrial end markets. CEO Ivo Jurek highlighted that “personal mobility business exceeded 25% core growth in 2025, and our data center business grew 4x compared to 2024,” while acknowledging continued inventory management by distributors and a challenging backdrop for automotive original equipment. The company also emphasized disciplined cost control and the benefits of recent operational adjustments.

DraftKings’ fourth-quarter results met Wall Street’s revenue expectations but fell short on non-GAAP profit, as the market reacted sharply to management’s cautious outlook. CEO Jason Robins described the quarter as a “high note,” citing strong execution in core Sportsbook and the scaling of new offerings like Predictions. However, he also acknowledged that customer acquisition rates had normalized and that performance was shaped by both improved cohort economics and an evolving promotional environment.

Granite Construction’s fourth quarter results reflected continued execution in both its construction and materials businesses, with key contributors including targeted acquisitions and disciplined project selection. Management attributed year-over-year growth to strong performance in its home markets and successful integration of new assets like Warren Paving. CEO Kyle T. Larkin emphasized the impact of the company’s strategy to pursue higher-margin, best value projects, stating, “This disciplined approach, combined with a strong funding environment, underpinned our efforts to build a strong project portfolio.” The steady operating margin and robust cash flow generation were also driven by efficiency improvements and a balanced project mix.

Bruker’s fourth quarter results were marked by ongoing weakness in U.S. academic and government funding, tariff-related cost pressures, and unfavorable currency movements. CEO Frank Laukien acknowledged, "2025 was indeed a challenging year for Bruker. We faced multiple unexpected significant headwinds, and we responded by continuing to innovate, launching novel and differentiated high-value solutions." Cost efficiency initiatives helped partially offset margin declines, but these measures could not fully counterbalance the impact of lower volumes and adverse mix.

Crocs delivered fourth-quarter results that surpassed Wall Street’s expectations for both revenue and adjusted profit, reflected by a significant positive market reaction. Management attributed the quarter’s outperformance to double-digit international growth, robust direct-to-consumer sales, and sustained demand for new product launches. CEO Andrew Rees highlighted that the Crocs brand experienced strong consumer response during the holiday season, especially in international markets and through digital channels. The company also credited disciplined inventory and promotional management for supporting margins despite ongoing tariff headwinds.

Optimum Communications’ fourth quarter results were well received by the market, as the company delivered revenue above Wall Street expectations despite ongoing subscriber losses and a challenging competitive landscape. Management credited disciplined operating execution, cost-cutting initiatives, and improvements in product mix for driving margin expansion and a notable adjusted EBITDA increase. CEO Dennis Mathew emphasized, “This foundational work was critical as competition intensified across nearly every market and promotional activity reached unprecedented levels.” The quarter also reflected progress in customer experience metrics and a continued focus on optimizing the company’s portfolio.

Hercules Capital’s fourth quarter results missed Wall Street’s revenue and non-GAAP profit expectations, with management pointing to robust origination activity and portfolio growth as primary drivers. CEO Scott Bluestein highlighted record new debt and equity commitments, stating, “Our momentum continued in Q4, with record originations of $1.06 billion.” Management’s emphasis on balancing growth with a defensive credit approach, particularly in the technology and life sciences sectors, shaped the operational outcomes for the period. Despite a modest decline in operating margin, the company maintained a stable liquidity position and reported strong credit quality across its diverse portfolio.

Coinbase’s fourth quarter results were marked by a decline in revenue and profitability compared to the prior year, falling short of Wall Street’s expectations. Despite these misses, the market responded positively, with management attributing resilience to diversified revenue streams and new product launches like the Everything Exchange. CEO Brian Armstrong noted that, even as crypto prices fell, Coinbase’s global trading volume and market share reached new all-time highs, highlighting the platform’s ability to attract users for trading beyond core cryptocurrency assets.

Dutch Bros delivered a strong fourth quarter, with revenue and non-GAAP profits surpassing Wall Street expectations. Management credited the positive results to robust transaction growth, successful new shop openings, and continued momentum in same-store sales. CEO Christine Barone highlighted that improvements in shop productivity and a refined development process helped drive higher average unit volumes, while the rollout of innovation in beverages and loyalty program engagement further supported performance. Barone added, “Our fourth quarter and full year 2025 results demonstrate the strong momentum we have in delivering our long-term strategy.”

BGC Group’s fourth-quarter results were met with a positive market reaction, reflecting investor optimism around the company’s operational momentum and cost discipline. Management attributed the quarter’s performance to strong organic growth across all asset classes and geographies, as well as the successful integration of the OTC acquisition. Co-CEO Sean Windeatt cited BGC’s expansion into the energy and shipping sectors and improved electronic trading capabilities as key contributors. The completion of the first phase of a cost reduction program, which is expected to yield significant savings in 2026, was also highlighted as an important factor supporting profitability.

Wynn Resorts' fourth quarter was met with a negative market reaction, as the company’s non-GAAP profit and EBITDA fell significantly short of Wall Street’s expectations despite modest revenue growth. Management attributed the underperformance to a combination of lower-than-expected hold in both VIP and mass gaming segments, particularly in Macau, as well as increased operating expenses from payroll and ongoing renovations. CEO Craig Billings remarked that, while Las Vegas volumes remained healthy, "unusually low hold in Macau" and added costs from expansion projects weighed on margins this quarter.

GEO Group’s fourth quarter results were marked by significant revenue growth, driven largely by the activation of multiple new and expanded contracts with government agencies. Management attributed the quarter’s performance to the ramp-up of several large detention and secure transport contracts, as well as a meaningful shift in electronic monitoring services toward higher-value ankle monitors and case management offerings. Executive Chairman George Zoley noted, "The activation of these five facilities represents the largest start-up activity in our company's history," underscoring both the operational scale and the complexity of recent growth initiatives.

Bright Horizons reported fourth quarter results that exceeded Wall Street’s revenue and non-GAAP profit expectations, but the market reacted negatively, reflecting concerns beyond the headline numbers. Management attributed performance to robust growth in its back-up care segment, with CEO Stephen Kramer highlighting a 17% revenue increase driven by both predictable and unexpected care needs. The company also made progress in its U.K. business, achieving positive operating profit after significant losses in recent years, and continued to rationalize its center portfolio to address underperforming locations.

Toast’s fourth quarter results were shaped by continued expansion in its core restaurant technology platform and increased adoption of new AI-driven features. Management cited strong customer wins—including both independent restaurants and large enterprise chains—as key contributors to location growth and higher recurring gross profits. CEO Aman Narang credited the launch of over 500 new product features, including ToastIQ, for driving customer engagement and operational improvements. The company’s disciplined approach to investment and focus on product-driven differentiation helped maintain momentum across both its core and emerging markets.

Credit rating agency Moody's (NYSE:MCO) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 13% year on year to $1.89 billion. Its non-GAAP profit of $3.64 per share was 6% above analysts’ consensus estimates.

Wireless telecommunications provider Array (NYSE:AD) will be announcing earnings results this Friday before the bell. Here’s what investors should know.

Energy and industrial distributor DNOW (NYSE:DNOW) will be announcing earnings results this Friday morning. Here’s what to look for.

Money transfer company Western Union (NYSE:WU) will be reporting earnings this Friday morning. Here’s what you need to know.

Industrial equipment manufacturer Kadant (NYSE:KAI) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 10.9% year on year to $286.2 million. Guidance for next quarter’s revenue was better than expected at $275 million at the midpoint, 1% above analysts’ estimates. Its non-GAAP profit of $2.27 per share was 3.5% above analysts’ consensus estimates.

Online travel agency Booking Holdings (NASDAQ:BKNG) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 16% year on year to $6.35 billion. Its non-GAAP profit of $48.80 per share was in line with analysts’ consensus estimates.

Beer company Molson Coors (NYSE:TAP) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 2.7% year on year to $2.66 billion. Its non-GAAP profit of $1.21 per share was 4.9% above analysts’ consensus estimates.

Mortgage insurance provider Radian Group (NYSE:RDN) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 9.9% year on year to $300.5 million. Its non-GAAP profit of $1.16 per share was 6.8% above analysts’ consensus estimates.

Manufacturing company Nordson (NASDAQ:NDSN) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 8.8% year on year to $669.5 million. Guidance for next quarter’s revenue was better than expected at $725 million at the midpoint, 1.8% above analysts’ estimates. Its non-GAAP profit of $2.37 per share was in line with analysts’ consensus estimates.

Hotel franchising company Wyndham (NYSE:WH) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 2.1% year on year to $334 million. Its non-GAAP profit of $0.93 per share was 4.4% above analysts’ consensus estimates.

Retirement solutions provider Jackson Financial (NYSE:JXN) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 711% year on year to $1.99 billion. Its non-GAAP profit of $6.61 per share was 12.8% above analysts’ consensus estimates.

Senior living provider Brookdale Senior Living (NYSE:BKD) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 3.4% year on year to $754.1 million. Its GAAP loss of $0.17 per share was in line with analysts’ consensus estimates.

Online marketplace eBay (NASDAQ:EBAY) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 15% year on year to $2.97 billion. On top of that, next quarter’s revenue guidance ($3.03 billion at the midpoint) was surprisingly good and 8.5% above what analysts were expecting. Its non-GAAP profit of $1.41 per share was 4.4% above analysts’ consensus estimates.

On-demand food delivery service DoorDash (NYSE:DASH) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 37.7% year on year to $3.96 billion. Its GAAP profit of $0.48 per share was 17.7% below analysts’ consensus estimates.

Online money transfer platform Remitly (NASDAQ:RELY) announced better-than-expected revenue in Q4 CY2025, with sales up 25.7% year on year to $442.2 million. Guidance for next quarter’s revenue was better than expected at $437 million at the midpoint, 1.8% above analysts’ estimates. Its GAAP profit of $0.19 per share was significantly above analysts’ consensus estimates.

Health and wellness products company Herbalife (NYSE:HLF) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 6.3% year on year to $1.28 billion. Guidance for next quarter’s revenue was better than expected at $1.28 billion at the midpoint, 1.4% above analysts’ estimates. Its non-GAAP profit of $0.45 per share was 5.6% below analysts’ consensus estimates.

Digital analytics platform Amplitude (NASDAQ:AMPL) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 17% year on year to $91.43 million. Guidance for next quarter’s revenue was better than expected at $92.7 million at the midpoint, 0.6% above analysts’ estimates. Its non-GAAP profit of $0.04 per share was in line with analysts’ consensus estimates.

Restaurant company Cheesecake Factory (NASDAQ:CAKE) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 4.4% year on year to $961.6 million. Its non-GAAP profit of $1 per share was 1.5% above analysts’ consensus estimates.

Fast-food chain Jack in the Box (NASDAQ:JACK) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 25.5% year on year to $349.5 million. Its GAAP loss of $0.13 per share was significantly below analysts’ consensus estimates.

Global advertising giant Omnicom Group (NYSE:OMC) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 27.9% year on year to $5.53 billion. Its non-GAAP profit of $2.59 per share was 11.8% below analysts’ consensus estimates.

Higher education company Grand Canyon Education (NASDAQ:LOPE) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 5.3% year on year to $308.1 million. The company expects next quarter’s revenue to be around $333.8 million, coming in 7.9% above analysts’ estimates. Its GAAP profit of $3.14 per share was in line with analysts’ consensus estimates.

Online used car dealer Carvana (NYSE: CVNA) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 58% year on year to $5.60 billion.

Car rental services provider Avis (NASDAQ:CAR) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 1.7% year on year to $2.66 billion. Its GAAP loss of $21.25 per share was significantly below analysts’ consensus estimates.

Conveyorized car wash service company Mister Car Wash (NYSE:MCW) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 4% year on year to $261.2 million. Its non-GAAP profit of $0.11 per share was in line with analysts’ consensus estimates.

Shares of online casino and sports betting company Rush Street Interactive (NYSE:RSI) jumped 7.1% in the afternoon session after the company reported strong fourth-quarter revenue and provided an upbeat forecast, which overshadowed a miss on earnings per share. 

Shares of pool products retailer Leslie’s (NASDAQ:LESL) fell 11.2% in the afternoon session after the company reported disappointing financial results for the fourth quarter of 2025 that missed Wall Street's expectations. 

Shares of real estate data provider CoStar Group (NASDAQ:CSGP) jumped 6.7% in the afternoon session after the company unveiled a new artificial intelligence tool, Homes AI, for its Homes.com real estate platform. 

Shares of biotechnology company Moderna (NASDAQ:MRNA) jumped 5.9% in the afternoon session after the U.S. Food and Drug Administration (FDA) reversed an earlier decision and agreed to review the company's application for its new seasonal flu vaccine. 

Shares of coconut water company The Vita Coco Company (NASDAQ:COCO) fell 9.7% in the afternoon session after the company reported fourth-quarter financial results that missed earnings expectations. 

Shares of financial regulatory software provider Donnelley Financial Solutions (NYSE:DFIN) jumped 14.1% in the afternoon session after the company reported fourth-quarter earnings and revenue that significantly surpassed analyst expectations. 

Shares of digital analytics platform Amplitude (NASDAQ:AMPL) jumped 12.5% in the afternoon session after the company launched a new series of artificial intelligence (AI) agents designed to continuously analyze product usage.