Recent Articles from StockStory

Building materials company Builders FirstSource (NYSE:BLDR) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 12.1% year on year to $3.36 billion. On the other hand, the company’s full-year revenue guidance of $15.3 billion at the midpoint came in 1.1% above analysts’ estimates. Its non-GAAP profit of $1.12 per share was 12.3% below analysts’ consensus estimates.

Security hardware provider Allegion (NYSE:ALLE) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 9.3% year on year to $1.03 billion. Its non-GAAP profit of $1.94 per share was 2% below analysts’ consensus estimates.

Defense contractor Leidos (NYSE:LDOS) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 3.6% year on year to $4.21 billion. The company’s full-year revenue guidance of $17.7 billion at the midpoint came in 1.1% below analysts’ estimates. Its non-GAAP profit of $2.76 per share was 5.9% above analysts’ consensus estimates.

Teradata’s Q4 results were met with a strong positive market reaction, reflecting better-than-expected execution across key areas. Management attributed the upside to a resurgence of customer interest in hybrid cloud and on-premise deployments, with demand spurred by new AI-focused products and services. CEO Steve McMillan highlighted, “We stabilized the business, meaningfully improved retention, and saw customers choosing to expand their use of Teradata with a mix of both traditional and new types of workloads.” Operational discipline and improved consulting services margins also contributed to the solid quarter.

WESCO’s fourth quarter saw a muted market response, as the company's non-GAAP earnings per share fell short of Wall Street’s expectations despite sales growth in line with analyst forecasts. Management attributed the positive revenue trend to exceptional performance in its data center solutions business, which reported approximately 30% year-over-year growth, as well as solid results from communications, security, and electrical solutions. However, CEO John Engel acknowledged that ongoing sales and margin pressures in the utility and broadband segment, particularly with public power customers, remained a significant challenge. Engel also noted, "We saw a clear inflection back to growth with our investor-owned utilities in the second quarter of last year."

Cloudflare’s fourth quarter results were met with a strong positive market reaction, as the company’s focus on enterprise sales and AI-driven demand underscored its performance. Management credited the acceleration in large customer growth and an expanding pipeline of high-value deals as key contributors to the quarter’s outperformance. CEO Matthew Prince highlighted, “We blew away our previous record for new ACV in the quarter, with strong year-over-year and quarter-over-quarter acceleration,” while emphasizing Cloudflare’s strategic positioning as a “must-have” platform for both traditional and AI-native customers.

Xylem’s fourth quarter results were driven by disciplined execution and operational improvements across its portfolio, though the market reacted negatively due to concerns about future growth. Management highlighted progress on its operating model transformation, which included simplifying the company’s structure, improving on-time delivery, and reducing layers in the organization. CEO Matthew Pine emphasized that the “numbers we posted this morning reflect the ground we’ve already taken,” citing gains from increased productivity and focused resource allocation. However, the company acknowledged transient softness in several segments, particularly in China and analytics, as deliberate exits from low-margin businesses created short-term revenue pressure.

Lattice Semiconductor’s fourth quarter was marked by robust growth, reflecting strong demand in both data center artificial intelligence (AI) and physical AI applications. Management credited the quarter’s performance to expanded adoption of its low-power field-programmable gate arrays (FPGAs), which serve as companion chips in a wide array of systems. CEO Ford Tamer emphasized that Lattice’s solutions are now “being widely adopted at an accelerating rate,” noting that the company’s attach rates and average selling prices both increased. The business also benefited from successful normalization of channel inventory and record design wins across computing and communications sectors.

Masco’s fourth quarter results were viewed favorably by the market despite revenue falling short of Wall Street expectations. Management attributed the quarter’s performance to strong pricing actions in plumbing, cost savings initiatives, and ongoing market share gains in key brands like Delta Faucet and Behr. CEO Jonathon Nudi pointed to Delta’s robust trade and e-commerce growth and highlighted that “our pro paint market share has grown over 200 basis points since 2019,” citing expanded delivery options and a growing sales force as contributors. The company also noted significant headwinds from lower volumes and elevated tariff and commodity costs, particularly in the Decorative Architectural segment.

Pegasystems’ fourth quarter saw revenue and profit metrics exceed Wall Street expectations, but the market responded negatively as operating margin contracted significantly year over year. Management attributed the growth in sales to accelerated adoption of its cloud-first strategy and the increased use of Blueprint, the company’s AI-powered design agent. However, COO and CFO Ken Stillwell noted that while total annual contract value (ACV) rose and cloud-related backlog expanded, near-term profit margins were affected by ongoing investments in innovation and a shift in the business mix toward subscription revenues. CEO Alan Trefler acknowledged that, despite notable top-line performance, the company remains focused on balancing growth and operational efficiency.

Hasbro’s fourth-quarter results were well received by the market, reflecting significant growth in both revenue and profitability. Management attributed the strong performance to the resurgence of its consumer products division, led by MONOPOLY, Peppa Pig, and Marvel, as well as remarkable momentum in its Wizards of the Coast segment. CEO Chris Cocks highlighted the success of Magic: The Gathering, noting that “Magic delivered a record fourth quarter,” and credited robust player growth and expanded distribution for the gains. Cost transformation initiatives and improved product mix also contributed to notable margin expansion.

Zillow’s fourth quarter was marked by double-digit revenue growth and a substantial improvement in operating margin, but the market responded negatively, reflecting concerns about profitability and rising legal expenses. Management attributed the strong topline gains to accelerating momentum in rentals—especially multifamily—and continued expansion of its integrated enhanced markets strategy. CEO Jeremy Wacksman cited traction in software tools like Follow-up Boss and growth in mortgage originations as key contributors, while CFO Jeremy Hofmann noted that higher-than-anticipated legal costs weighed on margins.

Trimble’s fourth quarter results reflected a mixed environment, with the company surpassing Wall Street’s expectations for both revenue and non-GAAP earnings per share despite a modest year-on-year decline in overall sales. Management pointed to the strength of recurring revenue streams—now representing nearly two-thirds of its business—as a key driver, particularly in the AECO (architecture, engineering, construction, and operations) and Field Systems segments. CEO Robert Painter highlighted the company’s “compounding returns” from its Connect & Scale platform strategy, emphasizing the expansion of software and services as well as growing adoption of AI-powered tools that automate customer workflows and unlock efficiencies across construction and logistics.

Supernus Pharmaceuticals’s 18.3% return over the past six months has outpaced the S&P 500 by 12.3%, and its stock price has climbed to $50.84 per share. This performance may have investors wondering how to approach the situation.

What a fantastic six months it’s been for Steven Madden. Shares of the company have skyrocketed 45.6%, hitting $39.19. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Winnebago’s 36% return over the past six months has outpaced the S&P 500 by 30%, and its stock price has climbed to $46.54 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Getty Images’s stock price has taken a beating over the past six months, shedding 47.2% of its value and falling to $1.02 per share. This might have investors contemplating their next move.

Hartford has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 9.5% to $142.15 per share while the index has gained 6%.

Macy's has been on fire lately. In the past six months alone, the company’s stock price has rocketed 62.5%, reaching $21.56 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Assurant currently trades at $217.48 per share and has shown little upside over the past six months, posting a middling return of 4%.

Conveyorized car wash service company Mister Car Wash (NYSE:MCW) will be announcing earnings results this Wednesday after the bell. Here’s what to expect.

Manufacturer of analog chips Analog Devices (NASDAQ:ADI) will be reporting earnings this Wednesday before market open. Here’s what you need to know.

Coconut water company The Vita Coco Company (NASDAQ:COCO) will be reporting earnings this Wednesday morning. Here’s what to look for.

Industrial technology solutions provider EnPro Industries (NYSE:NPO) will be reporting earnings this Wednesday morning. Here’s what you need to know.

Senior living provider Brookdale Senior Living (NYSE:BKD) will be announcing earnings results this Wednesday after market close. Here’s what to expect.

Mortgage insurance provider Radian Group (NYSE:RDN) will be reporting earnings this Wednesday after market hours. Here’s what to expect.

Car rental services provider Avis (NASDAQ:CAR) will be reporting earnings this Wednesday after market hours. Here’s what to expect.

Eyecare company Bausch + Lomb (NYSE:BLCO) will be reporting results this Wednesday before market hours. Here’s what to look for.

Manufacturing company Nordson (NASDAQ:NDSN) will be announcing earnings results this Wednesday afternoon. Here’s what you need to know.

On-demand food delivery service DoorDash (NYSE:DASH) will be reporting results this Wednesday afternoon. Here’s what you need to know.

Fast-food chain Wingstop (NASDAQ:WING) will be reporting earnings this Wednesday before the bell. Here’s what to expect.

Online travel agency Booking Holdings (NASDAQ:BKNG) will be reporting earnings this Wednesday after market close. Here’s what to expect.

Digital analytics platform Amplitude (NASDAQ:AMPL) will be reporting earnings this Wednesday after market close. Here’s what to expect.

Solar power systems company SolarEdge (NASDAQ:SEDG) will be announcing earnings results this Wednesday before market open. Here’s what to look for.

Retirement solutions provider Jackson Financial (NYSE:JXN) will be announcing earnings results this Wednesday after the bell. Here’s what you need to know.

Lab services company Charles River Laboratories (NYSE:CRL) will be reporting results this Wednesday before the bell. Here’s what to expect.

Fast-food chain Jack in the Box (NASDAQ:JACK) will be reporting results this Wednesday after the bell. Here’s what you need to know.

Restaurant company Cheesecake Factory (NASDAQ:CAKE) will be reporting earnings this Wednesday after the bell. Here’s what investors should know.

Credit rating agency Moody's (NYSE:MCO) will be announcing earnings results this Wednesday before market open. Here’s what to expect.

Environmental and industrial services company Clean Harbors (NYSE:CLH) will be announcing earnings results this Wednesday before market hours. Here’s what you need to know.

Insulin delivery company Insulet Corporation (NASDAQ:PODD) will be reporting earnings this Wednesday morning. Here’s what to look for.

Global advertising giant Omnicom Group (NYSE:OMC) will be reporting results this Wednesday after market hours. Here’s what to look for.

Online used car dealer Carvana (NYSE: CVNA) will be announcing earnings results this Wednesday after market hours. Here’s what to expect.

Online freelance marketplace Fiverr (NYSE:FVRR) will be reporting results this Wednesday before market hours. Here’s what to expect.

Financial technology company PROG Holdings (NYSE:PRG) will be announcing earnings results this Wednesday before market hours. Here’s what you need to know.

Health and wellness products company Herbalife (NYSE:HLF) will be announcing earnings results this Wednesday afternoon. Here’s what investors should know.

Beer company Molson Coors (NYSE:TAP) will be reporting results this Wednesday afternoon. Here’s what to look for.

Higher education company Grand Canyon Education (NASDAQ:LOPE) will be reporting results this Wednesday afternoon. Here’s what to look for.

Hospitality company Travel + Leisure (NYSE:TNL) will be reporting earnings this Wednesday morning. Here’s what to expect.

Fresh produce company Fresh Del Monte (NYSE:FDP) will be reporting results this Wednesday before the bell. Here’s what to expect.

Insurance data analytics provider Verisk Analytics (NASDAQ:VRSK) will be announcing earnings results this Wednesday before market open. Here’s what to look for.

Real estate firm JLL (NYSE:JLL) will be reporting results this Wednesday morning. Here’s what to look for.

Travel technology company Sabre (NASDAQ:SABR) will be reporting earnings this Wednesday before the bell. Here’s what you need to know.

Online money transfer platform Remitly (NASDAQ:RELY) will be announcing earnings results this Wednesday after market hours. Here’s what to look for.

Hotel franchising company Wyndham (NYSE:WH) will be reporting results this Wednesday after market close. Here’s what to expect.

Digital vehicle marketplace OPENLANE (NYSE:OPLN) will be announcing earnings results this Wednesday before market open. Here’s what to expect.

Chegg’s fourth quarter was met with a significant negative market reaction, as investors focused on the sharp year-over-year revenue decline and the company’s ongoing restructuring. Management attributed the performance to continued headwinds in its legacy academic business, including traffic losses from changes in search engine interfaces. CEO Daniel Rosensweig emphasized that, despite these challenges, the company saw "high retention rates" in its core Chegg Study service, while the new Skilling business delivered early revenue traction. Efforts to streamline operations and reduce costs were highlighted as necessary steps to preserve cash flow and fund future growth initiatives.

Butterfield Bank’s fourth-quarter results were well received by the market, with outperformance attributed to robust fee income and disciplined cost control. Management credited higher banking fees, seasonal card volume incentives, and ongoing growth in trust and asset management as key contributors to noninterest income. CFO Michael Schrum noted, “FX has been a real source of strength this quarter and throughout 2025,” highlighting increased foreign exchange revenues and improved asset valuations. Additionally, the successful integration of the Credit Suisse trust business supported client volume and fee growth.

Corebridge Financial’s fourth quarter results surpassed Wall Street’s revenue and non-GAAP earnings expectations, with management highlighting strong sales in both institutional markets and retirement solutions. CEO Marc Costantini attributed growth to a diversified product lineup and robust distribution relationships, noting the rapid adoption of new products like Market Lock and a top-ten standing across all major annuity types. Costantini emphasized, “Our breadth of product and service offerings helps provide more stability to our financial results, allowing us to allocate capital to where returns are the most attractive and demand is the strongest.” Fee income gains and increased assets under management further supported results, while disciplined balance sheet management and a significant variable annuity reinsurance transaction reduced legacy liabilities and enhanced financial flexibility.

Dynatrace’s fourth-quarter results were met with a positive market response, as the company outpaced Wall Street’s expectations on both revenue and adjusted earnings. Management attributed this performance to ongoing adoption of its AI-powered observability platform and growing customer interest in consolidating disparate monitoring tools into a unified system. CEO Rick McConnell highlighted the role of new customer wins and deeper product engagement, stating that the company’s platform is becoming “foundational to resilient software and dependable AI environments.” Notable momentum was seen in large enterprise deals and the rapid growth of Dynatrace’s log management solution, which surpassed key usage milestones during the period.

Upwork’s fourth quarter results were met with a significant negative market reaction, as investors focused on challenges highlighted by management. CEO Hayden Brown attributed the quarter’s performance to ongoing investments in AI-powered marketplace features, the rapid growth of the Business Plus offering for small and midsize businesses, and early wins in the enterprise segment. CFO Erica Gessert noted that while the company achieved record adjusted EBITDA margins and improvements in client retention, softness persisted in lower-value contract categories, and automation continued to pressure segments like writing and translation.

Amkor’s fourth quarter results were met with a positive market reaction, as the company outpaced Wall Street’s expectations for both revenue and profit. Management attributed the outperformance to robust demand in advanced packaging and data center computing, as well as a surge in communications, particularly from iOS devices. CEO Kevin Engel, in his first call as chief executive, highlighted that "all end markets exceeded expectations, with the largest upside coming from communications, driven primarily by strong iOS demand." Operational improvements, notably in Vietnam’s facility and the ramp-up of advanced packaging programs, also contributed to margin expansion and strong execution in a dynamic industry environment.

AECOM’s fourth quarter results reflected resilience in a challenging environment, as the company achieved a higher-than-expected profit margin and exceeded Wall Street’s revenue estimates despite a year-over-year sales decline. Management attributed performance to robust backlog growth, effective execution in its Americas segment, and strong demand for specialized services. CEO Troy Rudd highlighted the company’s ability to maintain segment operating margins and secure large-scale wins, such as the Brisbane 2032 Olympic Games partnership, even amid disruptions like the U.S. federal government shutdown.

monday.com’s fourth quarter results in 2025 were met with a significant negative market reaction, with investors responding to a mix of strong top-line growth and concerns about profitability and future momentum. Management attributed the revenue gains primarily to continued expansion among enterprise customers and rapid adoption of new AI-driven products like Monday Vibe and Sidekick. However, operating margins declined as the company increased investment in research and development and navigated persistent challenges among smaller, self-serve customers. Co-CEO Roy Mann acknowledged that "the cost to acquire and expand self-serve customers have increased over the past year, and the returns on those investments have been below historical levels."

Simpson’s fourth quarter results were well received by the market, as revenue and non-GAAP profit exceeded Wall Street’s expectations. Management attributed the outperformance to the company’s strategic pricing actions, ongoing cost savings initiatives, and resilience in product delivery despite a challenging environment for North American housing starts. CEO Michael L. Olosky noted, “We continue to win business in soft markets demonstrating the resilience of our portfolio and the value we deliver to our customers.” Simpson saw pockets of strength in its OEM and component manufacturing businesses, while retail and residential segments faced headwinds driven by regional housing mix.

Hain Celestial’s fourth quarter was marked by a significant negative reaction from the market, as investors responded to both ongoing sales declines and a shift in company strategy. Management highlighted that the divestiture of its North American snacks business is central to its turnaround efforts, citing operational discipline and cost efficiency gains as critical responses to near-term volume and margin pressure. CEO Alison Lewis acknowledged ongoing headwinds, noting, “Our second quarter results reflect both the meaningful progress we are driving and the near-term pressure we continue to navigate, particularly from volume-driven deleverage in select parts of the portfolio.”

onsemi’s fourth quarter was marked by an 11.2% year-over-year revenue decline, reflecting ongoing market headwinds and a cautious market reaction. Management pointed to continued softness in traditional segments but highlighted stabilization in automotive and the first signs of recovery in industrial. CEO Hassane El-Khoury noted, “Automotive inventory digestion is largely behind us, AI data center is increasingly becoming a meaningful growth engine for the company, and we believe we have seen the bottom for industrial.” Investments in advanced technologies, particularly in the AI data center and automotive content, were key areas of focus during the quarter.

ZoomInfo’s fourth quarter was marked by a clear upmarket shift and ongoing AI-driven product expansion, but the market reacted negatively to the results. Management highlighted that growth was primarily fueled by larger enterprise customers and increasing adoption of its Copilot platform, with CEO Henry Schuck noting, “Upmarket again grew 6% in our seasonally largest upmarket quarter.” However, management acknowledged persistent challenges in the downmarket segment and lingering headwinds from changes in AI and search engine optimization (SEO) that weighed on customer acquisition and renewal rates.

Goodyear's fourth quarter saw a negative market reaction as results revealed ongoing margin pressures and flat sales despite exceeding revenue expectations. Management pointed to persistent challenges in the U.S. consumer replacement and commercial truck segments, citing weaker industry demand and high channel inventories. CEO Mark Stewart described the market as “very challenging,” noting that promotional activity and consumer reluctance to replace tires weighed on volumes. The company emphasized a disciplined approach to pricing and product mix, prioritizing higher-margin segments over volume growth.

Amentum’s fourth quarter was marked by a significant revenue decline, missing Wall Street’s expectations due to the impacts of a prolonged U.S. government shutdown and contract transitions. Management acknowledged that these factors, alongside divestitures, led to a challenging revenue environment. CEO John Heller described the quarter as a period where “the longest government shutdown in history impacted performance,” but noted that teams remained focused on delivering for customers. The company’s robust margin performance was attributed to prioritizing higher-margin contracts and disciplined cost control. Despite these operational positives, the market responded negatively to the revenue shortfall and the company’s outlook for modest growth.

Edgewell Personal Care’s fourth quarter was marked by a negative market response, as the company missed Wall Street’s revenue expectations and experienced a notable year-over-year sales decline. Management attributed the shortfall primarily to anticipated softness in international markets and shifting shipment patterns in Sun Care, while North America saw some early seasonal order activity. CEO Rod Little emphasized the impact of recently completed portfolio changes, stating, “This transaction is a pivotal step...to sharpen our focus on the categories where we have clear competitive advantages.”

Medpace’s fourth quarter was marked by robust top-line growth and a significant year-over-year increase in revenue, but the market responded negatively, likely due to rising cancellations and margin pressure. CEO August Troendle acknowledged that “cancellations were elevated again in Q4,” with the highest backlog cancellations in over a year, particularly impacting the metabolic therapeutic area. This uptick in cancellations and a shift in business mix put downward pressure on operating margin, which declined compared to the prior year. Management described the business environment as “adequate and headed in the right direction,” but did not anticipate the spike in cancellations.

Becton, Dickinson and Company’s fourth quarter results were shaped by ongoing portfolio transformation, targeted investments in growth platforms, and the headwind of international tariffs. Management credited strong performance in biologic drug delivery, advanced tissue regeneration, and pharmacy automation, with CEO Thomas E. Polen highlighting "broad-based growth across the markets where we have been doubling down on investments." However, persistent challenges in China and vaccine-related pressures tempered overall top-line momentum, while productivity initiatives and operational discipline supported margin improvement.

Kyndryl’s fourth quarter results were met with a significant negative market reaction, reflecting disappointment as both revenue and non-GAAP profit fell short of Wall Street’s expectations. Management attributed the underperformance to lengthening sales cycles and evolving customer requirements, particularly around artificial intelligence (AI) and data sovereignty. CEO Martin Schroeter described the quarter as one of operational progress but also acknowledged that investments in the company’s consulting business took longer than anticipated to translate into revenue, noting, “the world is getting more complex. AI is making customers rethink how their infrastructure should run.”

Sally Beauty’s fourth quarter results were met with a positive market response, as the company delivered flat year-on-year sales but exceeded Wall Street’s profit expectations. Management attributed the performance to disciplined cost control, strong gross margins, and continued gains from its Fuel for Growth program. CEO Denise Paulonis emphasized the resilience of the core Sally customer, especially in the color category, which saw notable year-over-year growth. The company also benefited from robust e-commerce momentum, with digital sales up 20% in the Sally segment, and highlighted the positive impact of targeted marketing campaigns and new product launches such as fragrance. Management acknowledged some challenges from macro volatility, including the government shutdown, but maintained that their strategic initiatives kept performance on track.