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D.R. Horton’s (NYSE:DHI) Q4 CY2025: Beats On Revenue
Homebuilder D.R. Horton (NYSE:DHI) beat Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 9.5% year on year to $6.89 billion. The company expects the full year’s revenue to be around $34.25 billion, close to analysts’ estimates. Its GAAP profit of $2.03 per share was 5.9% above analysts’ consensus estimates.
3M (NYSE:MMM) Posts Better-Than-Expected Sales In Q4 CY2025
Industrial conglomerate 3M (NYSE:MMM) announced better-than-expected revenue in Q4 CY2025, with sales up 5.6% year on year to $6.13 billion. Its non-GAAP profit of $1.83 per share was 1.7% above analysts’ consensus estimates.
Forestar Group (NYSE:FOR) Surprises With Q4 CY2025 Sales
Residential lot developer Forestar Group (NYSE:FOR) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 9% year on year to $273 million. The company expects the full year’s revenue to be around $1.65 billion, close to analysts’ estimates. Its GAAP profit of $0.30 per share was 5.5% below analysts’ consensus estimates.
Peoples Bancorp (NASDAQ:PEBO) Posts Better-Than-Expected Sales In Q4 CY2025
Regional banking company Peoples Bancorp (NASDAQ:PEBO) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 5.2% year on year to $119.6 million. Its GAAP profit of $0.89 per share was 1.3% above analysts’ consensus estimates.
BNY’s Q4 Earnings Call: Our Top 5 Analyst Questions
BNY’s fourth quarter results were well received by the market, with management crediting the strong performance to ongoing execution in its platform model, expanded client relationships, and notable progress in digital assets and AI integration. CEO Robin Vince emphasized that the company achieved “record sales performance for the year,” citing new wins in banking as a service and integrated data analytics as key contributors. Expense control and operational leverage also played a role, with CFO Dermot McDonogh highlighting efficiency gains from digitization and automation, as well as investments in new capabilities.
The Top 5 Analyst Questions From Concrete Pumping’s Q3 Earnings Call
Concrete Pumping’s third quarter saw revenue come in above Wall Street expectations, but the market reacted negatively, reflecting investor concerns over persistent end market weakness. Management attributed the revenue decline to softness in residential and commercial construction, particularly where higher interest rates and affordability weighed on homebuilding. CEO Bruce Young emphasized that “improvement in infrastructure was offset by lower homebuilding volume and softer residential construction markets.” Cost management and pricing discipline helped offset some of the volume-driven margin pressure, though overall operating margin declined compared to last year.
The 5 Most Interesting Analyst Questions From Concentrix’s Q4 Earnings Call
Concentrix delivered Q4 results that slightly surpassed Wall Street’s revenue and non-GAAP profit expectations, marking another quarter of steady top-line growth. Management attributed this performance to increased adoption of technology-enabled services, expansion in complex and high-value work, and enhanced cross-selling within its client base. CEO Christopher A. Caldwell highlighted that “more than 40% of our new business includes some form of our own technology,” reflecting the company’s push toward differentiated offerings. Strategic investments in automation and shifting client work offshore also played a role, though these transitions led to some short-term margin compression.
5 Must-Read Analyst Questions From Delta’s Q4 Earnings Call
Delta’s fourth quarter results were met with negative market reaction, as margin compression and stagnant main cabin demand weighed on investor sentiment despite headline revenue and profit exceeding Wall Street expectations. Management pointed to robust performance in premium cabins, continued loyalty program strength, and record cash sales as key drivers, but acknowledged nonfuel costs rose due to weather disruptions and a government shutdown. President Glen Hauenstein described the period as “choppy,” with booking trends normalizing only after a turbulent start caused by external events.
5 Insightful Analyst Questions From JPMorgan Chase’s Q4 Earnings Call
JPMorgan Chase’s fourth quarter was marked by a negative market reaction despite meeting Wall Street’s revenue expectations and exceeding non-GAAP profit estimates. Management pointed to higher markets revenue, growth in asset management fees, and increased auto lease income as key drivers, while also acknowledging the impact of a significant reserve build related to the Apple Card portfolio. CFO Jeremy Barnum noted, “Revenue of $46.8 billion was up 7% year on year on higher markets revenue as well as higher asset management fees and auto lease income.” Concerns around expense growth and regulatory issues, particularly in credit cards, were highlighted as reasons for investor caution.
3 Large-Cap Stocks That Concern Us
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.