Latest Stories
CI Q4 Deep Dive: PBM Model Transition and Specialty Growth Drive Positive Results
Health insurance company Cigna (NYSE:CI) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 10.4% year on year to $72.5 billion. On the other hand, the company’s full-year revenue guidance of $280 billion at the midpoint came in 0.9% below analysts’ estimates. Its non-GAAP profit of $8.08 per share was 2.5% above analysts’ consensus estimates.
CMI Q4 Deep Dive: Power Systems Strength Balances Truck Market Weakness, Tariffs Pressure Margins
Engine manufacturer Cummins (NYSE:CMI) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 1.1% year on year to $8.54 billion. Its non-GAAP profit of $5.81 per share was 14.3% above analysts’ consensus estimates.
HSY Q4 Deep Dive: Category Investment and Cocoa Dynamics Shape Recovery Path
Chocolate company Hershey (NYSE:HSY) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 7% year on year to $3.09 billion. Its non-GAAP profit of $1.71 per share was 21.8% above analysts’ consensus estimates.
SNA Q4 Deep Dive: Product Innovation and Stable Margins Amid Revenue Pressures
Professional tools and equipment manufacturer Snap-on (NYSE:SNA) announced better-than-expected revenue in Q4 CY2025, with sales up 3.1% year on year to $1.34 billion. Its non-GAAP profit of $4.94 per share was 1% above analysts’ consensus estimates.
EL Q4 Deep Dive: Market Reacts to Margin Shortfall Despite Revenue Growth
Beauty products company Estée Lauder (NYSE:EL) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 5.6% year on year to $4.23 billion. Its non-GAAP profit of $0.89 per share was 6.6% above analysts’ consensus estimates.
RDDT Q4 Deep Dive: Ad Platform Expansion and User Engagement Fuel Growth
Online community and discussion platform Reddit (NYSE:RDDT) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 69.7% year on year to $725.6 million. On top of that, next quarter’s revenue guidance ($600 million at the midpoint) was surprisingly good and 4.3% above what analysts were expecting. Its GAAP profit of $1.24 per share was 33.1% above analysts’ consensus estimates.
OMF Q4 Deep Dive: Resilient Loan Growth and Credit Performance Amid Cautious Outlook
Consumer finance company OneMain Holdings (NYSE:OMF) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 8.8% year on year to $1.28 billion. Its non-GAAP profit of $1.59 per share was 3.3% above analysts’ consensus estimates.
PTON Q4 Deep Dive: Product Upgrade Cycle Slows, Profitability Initiatives Remain Focus
Exercise equipment company Peloton (NASDAQ:PTON) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 2.6% year on year to $656.5 million. Next quarter’s revenue guidance of $615 million underwhelmed, coming in 3.5% below analysts’ estimates. Its non-GAAP loss of $0.03 per share was $0.02 above analysts’ consensus estimates.
MBUU Q4 Deep Dive: Margin Pressures and Dealer Health Dominate Challenging Quarter
Recreational boats manufacturer Malibu Boats (NASDAQ:MBUU) reported Q4 CY2025 results exceeding the market’s revenue expectations, but sales fell by 5.8% year on year to $188.6 million. Its non-GAAP loss of $0.02 per share was significantly below analysts’ consensus estimates.
ARES Q4 Deep Dive: Private Credit Growth and Software Exposure Under Investor Scrutiny
Alternative asset manager Ares Management (NYSE:ARES) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 22% year on year to $1.50 billion. Its non-GAAP profit of $1.45 per share was 14% below analysts’ consensus estimates.