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GBX Q4 Deep Dive: Order Momentum and Leasing Stability Offset Volume Declines
Rail transportation company Greenbrier (NYSE:GBX) announced better-than-expected revenue in Q4 CY2025, but sales fell by 19.4% year on year to $706.1 million. The company’s full-year revenue guidance of $2.95 billion at the midpoint came in 2.1% above analysts’ estimates. Its GAAP profit of $1.14 per share was 31% above analysts’ consensus estimates.
RELL Q4 Deep Dive: Green Energy and Medical Segments Drive Growth Amid Margin Pressures
Electronics distributor Richardson Electronics (NASDAQ:RELL) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 5.7% year on year to $52.29 million. Its non-GAAP loss of $0.01 per share was in line with analysts’ consensus estimates.
SMPL Q4 CY2025 Deep Dive: Quest and OWYN Power Growth as Margin Pressure Persists
Packaged food company Simply Good Foods (NASDAQ:SMPL) reported Q4 CY2025 results exceeding the market’s revenue expectations, but sales were flat year on year at $340.2 million. Its non-GAAP profit of $0.39 per share was 8.2% above analysts’ consensus estimates.
STZ Q4 Deep Dive: Margin Pressures and Distribution Gains Shape Outlook
Beer, wine, and spirits company Constellation Brands (NYSE:STZ) reported Q4 CY2025 results exceeding the market’s revenue expectations, but sales fell by 9.8% year on year to $2.22 billion. Its non-GAAP profit of $3.06 per share was 16.2% above analysts’ consensus estimates.
LNN Q4 Deep Dive: International Projects and Infrastructure Offset Irrigation Headwinds
Agricultural and farm machinery company Lindsay (NYSE:LNN) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 6.3% year on year to $155.8 million. Its non-GAAP profit of $1.54 per share was 4.4% above analysts’ consensus estimates.
SNX Q4 Deep Dive: Growth in Cloud and AI Infrastructure Offsets Margin Stability Concerns
IT distribution giant TD SYNNEX (NYSE:SNX) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 9.7% year on year to $17.38 billion. The company expects next quarter’s revenue to be around $15.5 billion, close to analysts’ estimates. Its non-GAAP profit of $3.83 per share was 2.7% above analysts’ consensus estimates.
AYI Q4 Deep Dive: Backlog-Driven Growth Meets Margin Pressures Amid Tepid Market
Intelligent lighting and space solutions provider Acuity Brands (NYSE:AYI) met Wall Streets revenue expectations in Q4 CY2025, with sales up 20.2% year on year to $1.14 billion. Its non-GAAP profit of $4.69 per share was 2.2% above analysts’ consensus estimates.
WDFC Q4 Deep Dive: Flat Sales and Soft Guidance Amid Distribution Headwinds
Household products company WD-40 (NASDAQ:WDFC) met Wall Streets revenue expectations in Q4 CY2025, but sales were flat year on year at $154.4 million. On the other hand, the company’s full-year revenue guidance of $642.5 million at the midpoint came in 1% below analysts’ estimates. Its GAAP profit of $1.28 per share was 11.4% below analysts’ consensus estimates.
NEOG Q4 Deep Dive: Operational Improvements and New Leadership Drive Upbeat Outlook
Life sciences company Neogen (NASDAQ:NEOG) reported Q4 CY2025 results topping the market’s revenue expectations, but sales fell by 2.8% year on year to $224.7 million. The company’s full-year revenue guidance of $850 million at the midpoint came in 2.8% above analysts’ estimates. Its non-GAAP profit of $0.10 per share was 50% above analysts’ consensus estimates.
1 Services Stock to Target This Week and 2 We Turn Down
Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. But increasing competition from AI-driven upstarts has tempered enthusiasm, limiting the industry’s gains to 5.4% over the past six months. This return lagged the S&P 500’s 10.5% climb.