Transmission provider Allison Transmission (NYSE:ALSN) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, but sales fell by 7.4% year on year to $737 million. The company’s full-year revenue guidance of $5.75 billion at the midpoint came in 4% above analysts’ estimates. Its GAAP profit of $1.18 per share was 21.1% below analysts’ consensus estimates.
Electronic measurement provider Keysight (NYSE:KEYS) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 23.3% year on year to $1.6 billion. On top of that, next quarter’s revenue guidance ($1.7 billion at the midpoint) was surprisingly good and 13.1% above what analysts were expecting. Its non-GAAP profit of $2.17 per share was 8.8% above analysts’ consensus estimates.
According to a report from The Washington Post, Gen. Dan Caine said that a lack of critical military weapons and a lack of support from allies would make the operation risky.
Insurance customer acquisition platform MediaAlpha (NYSE:MAX) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 3.2% year on year to $291.2 million. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $295 million at the midpoint, or 4.9% above analysts’ estimates. Its GAAP profit of $0.50 per share was significantly above analysts’ consensus estimates.
Novo Nordisk stock tanks as CagriSema appears inferior to Eli Lilly’s competing weight-loss drug in a late-stage trial. But NVO shares are still worth buying at current levels.
Online used car auction platform ACV Auctions (NASDAQ:ACVA) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 15.1% year on year to $183.6 million. On the other hand, next quarter’s revenue guidance of $202 million was less impressive, coming in 0.9% below analysts’ estimates. Its GAAP loss of $0.11 per share was in line with analysts’ consensus estimates.
Building materials manufacturer UFP Industries (NASDAQ:UFPI) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 9% year on year to $1.33 billion. Its GAAP profit of $0.70 per share was 34% below analysts’ consensus estimates.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -1.04%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.66%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.21%. March E-mini S&P futures (ESH26 ) fell -1.02%, a...
Food processing and aviation equipment manufacturer John Bean (NYSE:JBT) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 116% year on year to $1.01 billion. The company’s full-year revenue guidance of $4.03 billion at the midpoint came in 2.3% above analysts’ estimates. Its non-GAAP profit of $1.98 per share was 2.7% above analysts’ consensus estimates.
Aerospace and defense company BWX (NYSE:BWXT) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 18.7% year on year to $885.8 million. Its non-GAAP profit of $1.08 per share was 22.2% above analysts’ consensus estimates.
Aerospace and defense company Kratos (NASDAQ:KTOS) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 21.9% year on year to $345.1 million. Revenue guidance for the full year exceeded analysts’ estimates, but next quarter’s guidance of $340 million was less impressive, coming in 0.7% below expectations. Its non-GAAP profit of $0.18 per share was 22.1% above analysts’ consensus estimates.
As share prices keep rising since the last few weeks, it might be a good time to consider adding Nutrien (TSX:NTR) stock to your self-directed investment portfolio.
Infrastructure construction company Primoris (NYSE:PRIM) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 6.7% year on year to $1.86 billion. Its non-GAAP profit of $1.08 per share was 8.9% above analysts’ consensus estimates.
Evercore ISI has turned bullish on Dell ahead of its earnings release on Feb.26, expecting AI-driven momentum and near-term traditional hardware demand to fuel a solid beat.
Building products company Boise Cascade Company (NYSE:BCC) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, but sales fell by 6.8% year on year to $1.46 billion. Its GAAP profit of $0.24 per share was significantly above analysts’ consensus estimates.
Insurance management company Erie Indemnity (NASDAQ:ERIE) fell short of the market’s revenue expectations in Q4 CY2025 as sales rose 2.9% year on year to $951 million. Its GAAP profit of $1.21 per share was 23.9% below analysts’ consensus estimates.
Home healthcare provider Addus HomeCare (NASDAQ:ADUS) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 25.6% year on year to $373.1 million. Its non-GAAP profit of $1.77 per share was 2.6% above analysts’ consensus estimates.
Telehealth company Hims & Hers Health (NYSE:HIMS) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 28.4% year on year to $617.8 million. On the other hand, next quarter’s revenue guidance of $612.5 million was less impressive, coming in 5.6% below analysts’ estimates. Its GAAP profit of $0.08 per share was 92.5% above analysts’ consensus estimates.
Capital One Financial shares are trading lower Monday afternoon as a wave of selling hit U.S. bank and asset-management shares on worries about private credit and AI-exposed lending.
Genetic testing company Myriad Genetics (NASDAQ:MYGN) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, but sales were flat year on year at $209.8 million. The company expects the full year’s revenue to be around $870 million, close to analysts’ estimates. Its non-GAAP profit of $0.04 per share was significantly above analysts’ consensus estimates.
