Recent Articles from StockStory

Shares of online casino and sports betting company Rush Street Interactive (NYSE:RSI) jumped 7.1% in the afternoon session after the company reported strong fourth-quarter revenue and provided an upbeat forecast, which overshadowed a miss on earnings per share. 

Shares of pool products retailer Leslie’s (NASDAQ:LESL) fell 11.2% in the afternoon session after the company reported disappointing financial results for the fourth quarter of 2025 that missed Wall Street's expectations. 

Shares of real estate data provider CoStar Group (NASDAQ:CSGP) jumped 6.7% in the afternoon session after the company unveiled a new artificial intelligence tool, Homes AI, for its Homes.com real estate platform. 

Shares of biotechnology company Moderna (NASDAQ:MRNA) jumped 5.9% in the afternoon session after the U.S. Food and Drug Administration (FDA) reversed an earlier decision and agreed to review the company's application for its new seasonal flu vaccine. 

Shares of coconut water company The Vita Coco Company (NASDAQ:COCO) fell 9.7% in the afternoon session after the company reported fourth-quarter financial results that missed earnings expectations. 

Shares of financial regulatory software provider Donnelley Financial Solutions (NYSE:DFIN) jumped 14.1% in the afternoon session after the company reported fourth-quarter earnings and revenue that significantly surpassed analyst expectations. 

Shares of digital analytics platform Amplitude (NASDAQ:AMPL) jumped 12.5% in the afternoon session after the company launched a new series of artificial intelligence (AI) agents designed to continuously analyze product usage. 

Shares of health and wellness products company USANA Health Sciences (NYSE:USNA) fell 8.8% in the afternoon session after the company's fourth-quarter 2025 earnings report highlighted a significant drop in profitability, overshadowing beats on headline revenue and profit estimates. 

Shares of fast-food chain Wingstop (NASDAQ:WING) jumped 7.1% in the afternoon session after the company reported fourth-quarter 2025 earnings that saw profits significantly beat Wall Street's expectations, even as revenue slightly missed and a key sales metric declined. 

Shares of auto insurance provider Mercury General (NYSE:MCY) fell 8.6% in the afternoon session after the company's weak forward guidance overshadowed its strong fourth-quarter 2025 earnings report. 

Shares of insurance software provider Guidewire Software (NYSE:GWRE) jumped 6.3% in the afternoon session after the company announced a long-term agreement with Japanese insurance firm Sompo Group to support the global adoption of its Guidewire Cloud Platform. 

Shares of oncology (cancer) diagnostics company NeoGenomics (NASDAQ:NEO) fell 10.1% in the afternoon session after the company reported fourth-quarter results that beat expectations but issued a full-year 2026 forecast that fell short of analyst predictions. 

Commercial vehicle retailer Rush Enterprises (NASDAQ:RUSH.A) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, but sales fell by 11.8% year on year to $1.77 billion. Its non-GAAP profit of $0.81 per share was 17.1% above analysts’ consensus estimates.

Building products manufacturer JELD-WEN (NYSE:JELD) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, but sales fell by 10.5% year on year to $802 million. On the other hand, the company’s full-year revenue guidance of $3.03 billion at the midpoint came in 2.4% below analysts’ estimates. Its non-GAAP loss of $0.42 per share was 44.3% below analysts’ consensus estimates.

Furniture company La-Z-Boy (NYSE:LZB) announced better-than-expected revenue in Q4 CY2025, with sales up 3.8% year on year to $541.6 million. On the other hand, next quarter’s revenue guidance of $570 million was less impressive, coming in 3.2% below analysts’ estimates. Its non-GAAP profit of $0.61 per share was 2.8% above analysts’ consensus estimates.

Health and wellness products company USANA Health Sciences (NYSE:USNA) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 5.9% year on year to $226.2 million. The company’s full-year revenue guidance of $962.5 million at the midpoint came in 0.7% above analysts’ estimates. Its non-GAAP profit of $0.60 per share was 46.3% above analysts’ consensus estimates.

Shares of insulin delivery company Insulet Corporation (NASDAQ:PODD) jumped 5.6% in the afternoon session after the company posted strong fourth-quarter 2025 financial results that beat Wall Street's expectations. 

Shares of credit rating agency Moody's (NYSE:MCO) jumped 5.7% in the afternoon session after the company reported fourth-quarter financial results that beat Wall Street expectations and provided a strong forecast for the full year 2026. 

Shares of electronic design automation company Cadence Design Systems (NASDAQ:CDNS) jumped 9.2% in the afternoon session after the company reported better-than-expected fourth-quarter financial results and issued a strong outlook for 2026. 

Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 4.6% in the afternoon session after an analyst at Mizuho upgraded the stock's rating and the company announced a strategic partnership with Rackspace Technology. 

Shares of building products manufacturer JELD-WEN (NYSE:JELD) jumped 25.8% in the afternoon session after it reported fourth-quarter financial results that showed better-than-expected operational performance despite a decline in sales. 

Shares of hospitality company Travel + Leisure (NYSE:TNL) jumped 7.8% in the afternoon session after the company reported fourth-quarter 2025 results that beat Wall Street's expectations and provided a strong outlook for 2026. The hospitality company's revenue increased 5.7% year-on-year to $1.03 billion, exceeding analyst forecasts. Its adjusted earnings per share of $1.83 and adjusted EBITDA of $272 million also came in ahead of consensus estimates. Furthermore, Travel + Leisure guided for full-year 2026 adjusted EBITDA to be higher than analysts had projected. Despite the company's operating margin turning negative for the quarter, investors appeared to focus on the better-than-expected results and positive outlook.

Shares of used automotive vehicle retailer Carmax (NYSE:KMX) jumped 7.4% in the afternoon session after an analyst at Baird raised the company's price target to $48 from $42. The analyst firm maintained its Outperform rating on the stock. 

Shares of recreational vehicle (RV) and boat retailer Camping World (NYSE:CWH) jumped 4.6% in the afternoon session after a key supplier in the recreational vehicle (RV) industry, LCI Industries, reported strong fourth-quarter financial results, signaling robust demand in the market. LCI Industries, which makes components for RVs, announced that its net sales grew 16% to $933 million, while net income surged 96% to $19 million. The company's revenue growth, which beat estimates, was primarily driven by strong sales to RV manufacturers in North America. Because LCI supplies essential parts for new RVs, its strong performance suggested that manufacturers were building more vehicles to meet consumer demand. This news boosted investor confidence in the health of the entire RV sector, lifting shares of major retailers like Camping World.

Shares of e-commerce platform Shopify (NYSE:SHOP) jumped 8.5% in the afternoon session after its positive momentum continued as an analyst at Truist Securities upgraded the stock from Hold to Buy and raised the price target. 

Shares of fast-food chain Wendy’s (NASDAQ:WEN) jumped 17.1% in the afternoon session after activist investor Nelson Peltz stated in a regulatory filing that the fast-food chain's stock was undervalued and that his firm was exploring strategic options, including a potential takeover. 

Shares of online study and academic help platform Chegg (NYSE:CHGG) jumped 6.2% in the afternoon session after its CEO and President, Daniel Rosensweig, disclosed a significant purchase of company shares, which was viewed as a strong vote of confidence in the firm’s future. Rosensweig bought 100,000 shares on the open market. Such a move by a top executive was often interpreted by investors as a signal that leadership believed the company was on the right track. Adding to the positive sentiment, Chegg also announced it had repurchased $20 million of its convertible senior notes due in 2026 for $19.4 million in cash. This action was seen as a prudent financial step that helped to strengthen the company's financial position.

Shipping and mailing solutions provider Pitney Bowes (NYSE:PBI) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 7.5% year on year to $477.6 million. The company’s full-year revenue guidance of $1.81 billion at the midpoint came in 1.9% below analysts’ estimates. Its non-GAAP profit of $0.45 per share was 17.6% above analysts’ consensus estimates.

Electronic system and device provider Bel Fuse (NASDAQ:BELFA) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 17.4% year on year to $175.9 million. On top of that, next quarter’s revenue guidance ($172.5 million at the midpoint) was surprisingly good and 6.3% above what analysts were expecting. Its non-GAAP profit of $1.88 per share was 71.7% above analysts’ consensus estimates.

Maritime shipping company Genco (NYSE:GNK) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 16% year on year to $78.29 million. Its non-GAAP profit of $0.39 per share was 5.8% above analysts’ consensus estimates.

Online casino and sports betting company Rush Street Interactive (NYSE:RSI) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 27.8% year on year to $324.9 million. The company’s full-year revenue guidance of $1.4 billion at the midpoint came in 5.7% above analysts’ estimates. Its non-GAAP profit of $0.08 per share was 24.8% below analysts’ consensus estimates.

Pool products retailer Leslie’s (NASDAQ:LESL) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 16% year on year to $147.1 million. The company’s full-year revenue guidance of $1.18 billion at the midpoint came in 1.2% below analysts’ estimates. Its non-GAAP loss of $5.24 per share was 23.7% below analysts’ consensus estimates.

Digital vehicle marketplace OPENLANE (NYSE:OPLN) announced better-than-expected revenue in Q4 CY2025, with sales up 8.6% year on year to $494.3 million. Its non-GAAP profit of $0.25 per share was 8.3% below analysts’ consensus estimates.

Solar power systems company SolarEdge (NASDAQ:SEDG) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 70.9% year on year to $335.4 million. Guidance for next quarter’s revenue was optimistic at $305 million at the midpoint, 3% above analysts’ estimates. Its non-GAAP loss of $0.14 per share was 39% above analysts’ consensus estimates.

Hotel and casino entertainment company Caesars Entertainment (NASDAQ:CZR) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 4.2% year on year to $2.92 billion. Its non-GAAP loss of $0.27 per share was 21% below analysts’ consensus estimates.

Electronic design automation company Cadence Design Systems (NASDAQ:CDNS) announced better-than-expected revenue in Q4 CY2025, with sales up 6.2% year on year to $1.44 billion. The company expects the full year’s revenue to be around $5.95 billion, close to analysts’ estimates. Its non-GAAP profit of $1.99 per share was 4.1% above analysts’ consensus estimates.

Engineered materials manufacturer Rogers (NYSE:ROG) announced better-than-expected revenue in Q4 CY2025, with sales up 4.8% year on year to $201.5 million. On the other hand, next quarter’s revenue guidance of $200.5 million was less impressive, coming in 2.9% below analysts’ estimates. Its non-GAAP profit of $0.89 per share was 48.3% above analysts’ consensus estimates.

Check out the companies making headlines yesterday:

Waste management company Republic Services (NYSE:RSG) fell short of the market’s revenue expectations in Q4 CY2025 as sales rose 2.2% year on year to $4.14 billion. The company’s full-year revenue guidance of $17.1 billion at the midpoint came in 1.3% below analysts’ estimates. Its non-GAAP profit of $1.76 per share was 7.9% above analysts’ consensus estimates.

Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 14.9% year on year to $2.59 billion. The company expects next quarter’s revenue to be around $2.94 billion, coming in 13.1% above analysts’ estimates. Its non-GAAP profit of $1.03 per share was 9.9% above analysts’ consensus estimates.

Commercial asset marketplace RB Global (NYSE:RBA) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 5.4% year on year to $1.20 billion. Its non-GAAP profit of $1.11 per share was 11.8% above analysts’ consensus estimates.

Wellness company Medifast (NYSE:MED) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, but sales fell by 36.9% year on year to $75.1 million. On the other hand, next quarter’s revenue guidance of $72.5 million was less impressive, coming in 15.2% below analysts’ estimates. Its GAAP loss of $1.65 per share was significantly below analysts’ consensus estimates.

Travel technology company Sabre (NASDAQ:SABR) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 3.4% year on year to $666.5 million. Its non-GAAP loss of $0.01 per share was 80% above analysts’ consensus estimates.

Fast-food chain Wingstop (NASDAQ:WING) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 8.6% year on year to $175.7 million. Its non-GAAP profit of $1 per share was 20% above analysts’ consensus estimates.

Environmental and industrial services company Clean Harbors (NYSE:CLH) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 4.8% year on year to $1.5 billion. Its GAAP profit of $1.62 per share was 0.9% above analysts’ consensus estimates.

Financial technology company PROG Holdings (NYSE:PRG) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 7.8% year on year to $574.6 million. On the other hand, the company’s full-year revenue guidance of $3.08 billion at the midpoint came in 8% above analysts’ estimates. Its non-GAAP profit of $0.90 per share was 48.8% above analysts’ consensus estimates.

Real estate firm JLL (NYSE:JLL) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 11.7% year on year to $7.61 billion. Its non-GAAP profit of $8.71 per share was 18.3% above analysts’ consensus estimates.

Insurance data analytics provider Verisk Analytics (NASDAQ:VRSK) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 5.9% year on year to $778.8 million. On the other hand, the company’s full-year revenue guidance of $3.22 billion at the midpoint came in 1.7% below analysts’ estimates. Its non-GAAP profit of $1.82 per share was 12.9% above analysts’ consensus estimates.

Eyecare company Bausch + Lomb (NYSE:BLCO) announced better-than-expected revenue in Q4 CY2025, with sales up 9.8% year on year to $1.41 billion. The company’s full-year revenue guidance of $5.43 billion at the midpoint came in 0.8% above analysts’ estimates. Its non-GAAP profit of $0.32 per share was 10.3% below analysts’ consensus estimates.

Lab services company Charles River Laboratories (NYSE:CRL) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, but sales were flat year on year at $994.2 million. Its non-GAAP profit of $2.39 per share was 1.9% above analysts’ consensus estimates.

Credit rating agency Moody's (NYSE:MCO) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 13% year on year to $1.89 billion. Its non-GAAP profit of $3.64 per share was 6.1% above analysts’ consensus estimates.

Manufacturer of analog chips Analog Devices (NASDAQ:ADI) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 30.4% year on year to $3.16 billion. On top of that, next quarter’s revenue guidance ($3.5 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $2.46 per share was 6.6% above analysts’ consensus estimates.

Coconut water company The Vita Coco Company (NASDAQ:COCO) beat Wall Street’s revenue expectations in Q4 CY2025, but sales were flat year on year at $127.8 million. The company’s full-year revenue guidance of $690 million at the midpoint came in 0.9% above analysts’ estimates. Its GAAP profit of $0.09 per share was 29.6% below analysts’ consensus estimates.

Insulin delivery company Insulet Corporation (NASDAQ:PODD) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 31.2% year on year to $783.8 million. The company expects next quarter’s revenue to be around $716.9 million, close to analysts’ estimates. Its non-GAAP profit of $1.55 per share was 6% above analysts’ consensus estimates.

Industrial technology solutions provider EnPro Industries (NYSE:NPO) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 14.3% year on year to $295.4 million. Its non-GAAP profit of $1.99 per share was 4% above analysts’ consensus estimates.

Hospitality company Travel + Leisure (NYSE:TNL) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 5.7% year on year to $1.03 billion. Its non-GAAP profit of $1.83 per share was 0.6% above analysts’ consensus estimates.

Online freelance marketplace Fiverr (NYSE:FVRR) fell short of the market’s revenue expectations in Q4 CY2025 as sales rose 3.4% year on year to $107.2 million. Next quarter’s revenue guidance of $104 million underwhelmed, coming in 7.5% below analysts’ estimates. Its non-GAAP profit of $0.86 per share was 16.2% above analysts’ consensus estimates.

Fresh produce company Fresh Del Monte (NYSE:FDP) reported Q4 CY2025 results beating Wall Street’s revenue expectations, but sales were flat year on year at $1.02 billion. Its non-GAAP profit of $0.70 per share was significantly above analysts’ consensus estimates.

Rollins' fourth quarter saw a negative market reaction following results that missed Wall Street’s expectations for both revenue and non-GAAP profit. Management attributed the underperformance primarily to early winter weather in the Midwest and Northeast, which sharply reduced demand for one-time and seasonal pest control projects. CEO Jerry Gahlhoff described the impact as “choppy,” noting that while recurring and ancillary services grew more than 7%, the one-time business declined almost 3% in the quarter. Management emphasized that underlying customer retention and demand trends remained healthy, suggesting the softness was transitory and not reflective of broader weakness.

Inspire Medical Systems’ fourth quarter was marked by robust revenue growth and improved operating margins, yet the market responded negatively due to heightened uncertainty around reimbursement for its Inspire 5 system. Management attributed the quarter’s performance to strong patient demand, successful rollout of Inspire 5, and disciplined cost controls, with CEO Timothy Herbert highlighting “a significant increase in the fourth quarter in social media activity” and expanded physician training. However, the looming changes in procedure coding and associated professional fee reductions created caution among investors and management alike.

Infrastructure and agriculture equipment manufacturer Valmont Industries (NYSE:VMI) missed Wall Street’s revenue expectations in Q4 CY2025, with sales flat year on year at $1.04 billion. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $4.3 billion at the midpoint. Its GAAP profit of $8.51 per share was 72.2% above analysts’ consensus estimates.

Curtiss-Wright’s Q4 results drew a positive market response, reflecting robust sales momentum in both aerospace and defense, as well as commercial nuclear markets. Management attributed the outperformance to organic growth in defense segments, accelerated international and NATO-related demand, and successful integration of recent acquisitions. CEO Lynn Bamford noted, “Our performance reflects the critical positioning of our technologies across our A&D and commercial markets, our ongoing pursuit of operational and commercial excellence, and our commitment to delivering exceptional results for our shareholders.” Investments in research and development and operational efficiency initiatives were also key contributors.

Parsons' fourth quarter results prompted a significant negative market reaction, as the company missed Wall Street’s revenue and profit expectations. Management attributed the underperformance to contract timing issues and the completion of a large confidential contract, which reduced overall revenue and backlog. CEO Carey Smith described the environment as “dynamic,” highlighting a 43-day government shutdown that delayed procurement activity and led to project deferrals, especially in the federal solutions segment. Despite these setbacks, Smith emphasized continued strength in critical infrastructure and noted that several new contract wins helped offset some of the volume decline.

Waste Connections’ fourth quarter results were marked by operational improvements and disciplined pricing, but the market reacted negatively to the report. Management attributed margin gains to enhanced employee retention and declining safety incident rates, which CEO Ronald Mittelstaedt described as reaching “historic company record levels in safety.” The company also overcame commodity headwinds and the closure of the Chiquita Canyon Landfill through cost savings, productivity efforts, and solid waste core pricing, while noting continued sluggishness in core volume growth. Ongoing challenges in recycling commodity values and regulatory issues at Chiquita remained notable drags.

Vertiv’s fourth-quarter results were met with a strong positive market reaction, as the company delivered robust revenue growth and exceeded Wall Street’s non-GAAP profit expectations. Management attributed these results to exceptional demand for data center infrastructure, particularly in the Americas, where sales surged and large customer orders drove a significant increase in backlog. CEO Giordano Albertazzi highlighted that “fourth quarter orders were up 152% year over year and up 117% sequentially,” emphasizing the company’s strengthened position in the accelerating AI-driven data center market. Management also noted that operational leverage, productivity gains, and favorable pricing contributed to higher margins and strong cash generation.

Cognex’s fourth quarter delivered results that outpaced Wall Street expectations, prompting a significant positive reaction from the market. Management attributed the strong performance to robust growth in logistics and packaging, as well as the successful rollout of new AI-enabled products that expanded adoption in factory automation. CEO Matt Moschner highlighted that the company’s efforts to simplify the product portfolio and strengthen customer engagement were central to building momentum, particularly noting the acceleration in new customer acquisition and operational improvements across key end markets.

MSA Safety delivered a positive fourth quarter, surpassing Wall Street’s revenue and profit expectations amid a complex operating environment. Management attributed the results to strong demand in its detection business, which posted notable organic growth, and stable performance in industrial personal protective equipment. CEO Steven Blanco highlighted the impact of large detection orders in the Americas, stating, “Underlying demand continues to be super strong across most of our regions.” However, fire service sales declined, driven by delayed U.S. government funding and unfavorable timing for grant-driven orders.

Terex’s fourth quarter saw a strong positive market reaction, with management crediting the recently-closed merger with REV Group and robust segment execution as key drivers. CEO Simon Meester highlighted the immediate value from the ESG acquisition and early synergy capture, particularly as specialty vehicles and environmental solutions showed momentum. The company’s operational improvements, including increased manufacturing throughput and integration of REV’s backlog, were emphasized as supporting factors. Management also pointed to improved margins in environmental solutions and materials processing, while acknowledging that tariff headwinds persist in aerials. "We now have significant scale in specialty vehicles that share similar operational and go-to-market characteristics," Meester noted, describing the combination as a major milestone for the business.

Royalty Pharma’s fourth quarter results did not meet Wall Street’s revenue or earnings expectations, with management attributing the performance to a combination of gradual product transitions in key royalty streams and a limited contribution from recent acquisitions. CEO Pablo Legorreta pointed to the diversification and resilience of the portfolio as a mitigating factor, emphasizing that “conversion of CF patients to new therapies has been steady but gradual.” Management also noted that increased capital deployment in late 2025 was balanced by a disciplined approach to share repurchases, reflecting a flexible capital allocation framework.

Martin Marietta Materials' fourth quarter was met with a negative market response, as both revenue and GAAP profit fell below Wall Street’s expectations. Management attributed the shortfall to persistent softness in private construction markets and lower volumes in certain downstream businesses. CEO Ward Nye acknowledged the challenges in single-family housing and nonresidential starts, noting that these sectors remain below pre-pandemic peaks. However, he highlighted that the core aggregates business set new records in profitability and margin, crediting disciplined execution and a strong product portfolio for offsetting weaker segments.

Vishay Precision's fourth quarter saw revenue growth driven primarily by momentum in its Sensors segment and ongoing business development initiatives, particularly within the humanoid robotics and semiconductor equipment markets. Despite achieving higher sales and a book-to-bill ratio above one for the fifth consecutive quarter, management acknowledged that gross margin performance was affected by unfavorable product mix, inventory reductions, and discrete manufacturing impacts. CEO Ziv Shoshani described these margin headwinds as “unusual effects” specific to the period and stated that they should not recur in the coming quarter.

Generac’s fourth quarter results missed Wall Street’s expectations on both revenue and non-GAAP earnings, yet the market reacted positively as management highlighted accelerating momentum in its commercial and industrial (C&I) segment, particularly from data center customers. CEO Aaron Jagdfeld emphasized that while residential product sales were impacted by a historically low level of power outages, C&I product sales grew 10% year-over-year, driven by increased demand from data centers and ongoing partnerships with major hyperscale clients. Management also pointed to progress in new product launches and expansion of its dealer network as important operational developments.

International Flavors & Fragrances' fourth-quarter performance drew a positive market reaction as the company reported revenue above Wall Street expectations despite a year-over-year sales decline. Management pointed to disciplined execution, new customer wins, and continued productivity improvements as the core drivers behind the quarter. CEO Jon Erik Fyrwald attributed the resilience to investments in R&D, manufacturing capacity, and commercial capabilities, stating, “Our strengthened balance sheet reflects our more disciplined capital allocation strategy.” Segment performance was mixed, with Taste and Scent achieving growth, while Food Ingredients faced volume pressures and strategic exits from low-margin business.

Motorola Solutions' fourth quarter results were positively received by the market, reflecting the company’s ability to deliver double-digit revenue growth and surpass consensus expectations. Management attributed this performance to robust demand across both the Products and SI, and Software and Services segments, with notable order strength in mission-critical communications, video security, and cloud-based Command Center offerings. CEO Gregory Q. Brown emphasized that the company ended the year with a record backlog of $15.7 billion, driven by “record orders in both segments.” The successful integration of recent acquisitions and the launch of new AI-powered products, such as the SVX body-worn assistant, further supported quarterly momentum.

Kraft Heinz’s fourth quarter results reflected ongoing challenges in packaged foods demand, as the company’s sales declined year over year in line with Wall Street expectations. Management attributed performance to sustained pressure on sales volumes, particularly in North America, and acknowledged underinvestment in its brand portfolio over the past decade. CEO Steve Cahillane was candid about the need for change, stating, “I knew that the company was underinvested… and indeed, I did find underinvestment.” The team pointed to early signs of improvement in certain brands, but overall trends remained subdued.