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Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) announced better-than-expected revenue in Q4 CY2025, but sales fell by 2.1% year on year to $7.01 billion. On top of that, next quarter’s revenue guidance ($7.65 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $2.38 per share was 7.8% above analysts’ consensus estimates.

AutoNation’s fourth quarter was marked by contrasting trends, with the company missing Wall Street’s revenue targets but surpassing profit expectations. Management attributed the quarter’s performance to lower new vehicle sales, particularly in premium luxury and electrified vehicles, which were impacted by reduced OEM incentives and changing consumer demand. CEO Mike Manley explained that “the largest drop…was dealer OEM support for hybrid and battery electric vehicles,” contributing to a 10% decline in same-store new unit sales. Offsetting these pressures, strong results in aftersales and customer financial services supported gross profits and earnings.

Electronic equipment provider Vontier (NYSE:VNT) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 4.1% year on year to $808.5 million. Revenue guidance for the full year exceeded analysts’ estimates, but next quarter’s guidance of $735 million was less impressive, coming in 2.1% below expectations. Its non-GAAP profit of $0.86 per share was in line with analysts’ consensus estimates.

Piper Sandler delivered a notably positive fourth quarter, with revenue and non-GAAP earnings per share outperforming Wall Street expectations. Management attributed the strong results to robust advisory activity, particularly in financial services and industrials, and highlighted growing contributions from non-M&A advisory businesses. CEO Chad Abraham commented that “five out of seven industry teams grew revenues versus 2024,” and emphasized record results in both advisory and equity brokerage. The quarter’s performance reflected a combination of sector diversification and improved market conditions, positioning the firm ahead of broader industry trends.

Aerospace and defense company Howmet (NYSE:HWM) announced better-than-expected revenue in Q4 CY2025, with sales up 14.6% year on year to $2.17 billion. On top of that, next quarter’s revenue guidance ($2.24 billion at the midpoint) was surprisingly good and 3.5% above what analysts were expecting. Its non-GAAP profit of $1.05 per share was 8.7% above analysts’ consensus estimates.

Railcar products and services provider Trinity (NYSE:TRN) reported Q4 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 2.9% year on year to $611.2 million. Its GAAP profit of $2.28 per share was in line with analysts’ consensus estimates.

Proto Labs delivered a positive fourth quarter, highlighted by double-digit revenue growth and a significant improvement in operating margin. Management attributed the strong performance to robust demand in CNC machining and sheet metal, particularly from high-growth sectors such as aerospace, defense, robotics, and data centers. CEO Suresh Krishna emphasized, "The results this quarter are an early indication of what's possible when we align execution around the right priorities," referencing new operational initiatives and improvements in customer relationships as key contributors. This marked the company’s strongest quarterly and annual organic growth rate since 2018, with notable gains in revenue per customer.

Fast-food company Restaurant Brands (NYSE:QSR) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 7.4% year on year to $2.47 billion. Its non-GAAP profit of $0.96 per share was 1.3% above analysts’ consensus estimates.

Insurance and retirement company Lincoln National (NYSE:LNC) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 5.7% year on year to $4.89 billion. Its non-GAAP profit of $2.21 per share was 16.5% above analysts’ consensus estimates.

Biogen’s fourth-quarter results were received positively by the market, as the company exceeded Wall Street’s revenue and non-GAAP profit expectations despite a year-over-year decline in sales. Management attributed performance to robust growth in its newer product portfolio, particularly Lekembi, Skyclaris, Xerxuve, and Calcadi, which collectively surpassed $1 billion in annual revenue. CEO Christopher Viehbacher pointed to successful expansion of VUMERITY within the multiple sclerosis segment and highlighted that, "Biogen is functioning and firing on all cylinders, and doing very well," as the company pivots its commercial focus toward growth products and away from legacy assets.

Philip Morris’s fourth quarter results were driven by strong growth in its smoke-free portfolio, with management emphasizing double-digit volume gains for its IQOS, ZYN, and VIVE products across multiple regions. CEO Jacek Olczak called attention to the accelerated adoption of smoke-free alternatives, stating, “Our leading global position in smoke-free products enables us to deliver a fifth consecutive year of positive volumes.” Growth was broad-based, including notable gains in Europe, rapid expansion in new markets like Taiwan, and resilience in combustibles despite normalized industry declines and specific supply chain disruptions, particularly in Turkey.

Under Armour’s fourth quarter results were met positively by the market, reflecting progress in its ongoing turnaround efforts. Management attributed improvements to operational simplification, tighter product assortments, and enhanced inventory management, which helped deliver adjusted profits above Wall Street expectations despite a decline in overall sales. CEO Kevin Plank emphasized that “inventory is down year over year, assortments are tighter, planning is more precise,” and highlighted the brand’s increasing traction with younger consumers and key product franchises. Leadership acknowledged that challenges remain, particularly in footwear and North America, but credited disciplined execution and organizational changes for driving greater consistency across the business.

Perella Weinberg’s fourth quarter results were met with a positive market response, as management pointed to strong execution in its European and restructuring businesses despite a modest decline in overall sales. CEO Andrew Bednar highlighted record revenues in Europe and the restructuring practice as key contributors, noting, “Consistently delivering superior results for our clients is attracting more high-profile and high-value assignments, especially in debtor-side mandates.” Management also cited the impact of several large deals that failed to close, but stressed progress in expanding coverage and recruiting senior bankers.

Welding equipment manufacturer Lincoln Electric (NASDAQ:LECO) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 5.5% year on year to $1.08 billion. Its non-GAAP profit of $2.65 per share was 4.2% above analysts’ consensus estimates.

A number of stocks fell in the afternoon session after investors continued to distinguish between the winners and losers in the artificial intelligence boom, leading to a broad sell-off. 

A number of stocks fell in the afternoon session after investors continued to distinguish between the winners and losers in the artificial intelligence boom, leading to a broad sell-off. 

A number of stocks fell in the afternoon session after investors continued to distinguish between the winners and losers in the artificial intelligence boom, leading to a broad sell-off. The Nasdaq fell 1.5%, while the S&P 500 and Dow Jones Industrial Average also saw significant declines. This market shift indicated that investors were becoming more selective, moving beyond the initial excitement surrounding AI. In addition, a stronger-than-expected U.S. jobs report dampened investor expectations for near-term interest rate cuts from the Federal Reserve. Data showed the U.S. labor market remained resilient, with non-farm payrolls indicating impressive job creation and falling unemployment. This positive economic signal led markets to re-evaluate the timeline for monetary policy easing, which is the process by which a central bank reduces interest rates to stimulate economic growth. Investors priced in the first potential rate cut for July, a shift from previous expectations of June. This delay created a headwind for growth-oriented sectors like software, as higher interest rates can reduce the present value of future earnings.

A number of stocks fell in the afternoon session after investors continued to distinguish between the winners and losers in the artificial intelligence boom, leading to a broad sell-off. 

Online grocery delivery platform Instacart (NASDAQ:CART) announced better-than-expected revenue in Q4 CY2025, with sales up 12.3% year on year to $992 million. Its GAAP profit of $0.30 per share was 41.3% below analysts’ consensus estimates.

Business development company Sixth Street Specialty Lending (NYSE:TSLX) reported Q4 CY2025 results topping the market’s revenue expectations, but sales fell by 12.5% year on year to $108.2 million. Its non-GAAP profit of $0.30 per share was 40.4% below analysts’ consensus estimates.

Online accommodations platform Airbnb (NASDAQ:ABNB) announced better-than-expected revenue in Q4 CY2025, with sales up 12% year on year to $2.78 billion. Guidance for next quarter’s revenue was optimistic at $2.61 billion at the midpoint, 3% above analysts’ estimates. Its GAAP profit of $0.56 per share was 15.6% below analysts’ consensus estimates.

Medical device company Artivion (NYSE:AORT) fell short of the market’s revenue expectations in Q4 CY2025, but sales rose 19.2% year on year to $116 million. On the other hand, the company’s full-year revenue guidance of $495 million at the midpoint came in 1% above analysts’ estimates. Its non-GAAP profit of $0.17 per share was in line with analysts’ consensus estimates.

Genomics company Pacific Biosciences of California (NASDAQ:PACB) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 13.8% year on year to $44.65 million. Its non-GAAP loss of $0.12 per share was 10.8% above analysts’ consensus estimates.

Biotech company 10x Genomics (NASDAQ:TXG) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, but sales were flat year on year at $166 million. The company expects the full year’s revenue to be around $612.5 million, close to analysts’ estimates. Its GAAP loss of $0.13 per share was 37.5% above analysts’ consensus estimates.

Streaming TV platform Roku (NASDAQ: ROKU) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 16.1% year on year to $1.39 billion. Guidance for next quarter’s revenue was optimistic at $1.2 billion at the midpoint, 3% above analysts’ estimates. Its GAAP profit of $0.53 per share was 88.8% above analysts’ consensus estimates.

Construction management software provider Procore Technologies (NYSE:PCOR) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 15.6% year on year to $349.1 million. Guidance for next quarter’s revenue was better than expected at $352 million at the midpoint, 0.8% above analysts’ estimates. Its non-GAAP profit of $0.37 per share was 3.8% above analysts’ consensus estimates.

Local business platform Yelp (NYSE:YELP) met Wall Street’s revenue expectations in Q4 CY2025, but sales were flat year on year at $360 million. On the other hand, the company’s full-year revenue guidance of $1.47 billion at the midpoint came in 2.8% below analysts’ estimates. Its GAAP profit of $0.61 per share was 13.9% above analysts’ consensus estimates.

Packaged bakery food company Flower Foods (NYSE:FLO) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 11% year on year to $1.23 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $5.22 billion at the midpoint. Its non-GAAP profit of $0.22 per share was 45.6% above analysts’ consensus estimates.

Industrial manufacturing company Ingersoll Rand (NYSE:IR) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 10.1% year on year to $2.09 billion. Its non-GAAP profit of $0.96 per share was 6.6% above analysts’ consensus estimates.

Home and security products company Fortune Brands (NYSE:FBIN) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 2.4% year on year to $1.08 billion. Its GAAP profit of $0.63 per share was 36.5% below analysts’ consensus estimates.

Flooring manufacturer Mohawk Industries (NYSE:MHK) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 2.4% year on year to $2.7 billion. Its non-GAAP profit of $2 per share was 1.1% above analysts’ consensus estimates.

Fantasy sports and betting company DraftKings (NASDAQ:DKNG) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 42.8% year on year to $1.99 billion. On the other hand, the company’s full-year revenue guidance of $6.7 billion at the midpoint came in 8.2% below analysts’ estimates. Its non-GAAP profit of $0.36 per share was 12.5% below analysts’ consensus estimates.

Customer engagement platform Twilio (NYSE:TWLO) announced better-than-expected revenue in Q4 CY2025, with sales up 14.3% year on year to $1.37 billion. On top of that, next quarter’s revenue guidance ($1.34 billion at the midpoint) was surprisingly good and 3.9% above what analysts were expecting. Its non-GAAP profit of $1.33 per share was 8.2% above analysts’ consensus estimates.

Investment research firm Morningstar (NASDAQ:MORN) announced better-than-expected revenue in Q4 CY2025, with sales up 8.5% year on year to $641.1 million. Its GAAP profit of $2.83 per share was 31% above analysts’ consensus estimates.

Child care and education company Bright Horizons (NYSE:BFAM) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 8.8% year on year to $733.7 million. On the other hand, the company’s full-year revenue guidance of $3.1 billion at the midpoint came in 0.8% below analysts’ estimates. Its non-GAAP profit of $1.15 per share was 2.5% above analysts’ consensus estimates.

Electric vehicle manufacturer Rivian (NASDAQ:RIVN) reported Q4 CY2025 results exceeding the market’s revenue expectations, but sales fell by 25.8% year on year to $1.29 billion. Its GAAP loss of $0.66 per share was 16.7% above analysts’ consensus estimates.

Restaurant technology platform Toast (NYSE:TOST) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 22% year on year to $1.63 billion. Its GAAP profit of $0.16 per share was 33.1% above analysts’ consensus estimates.

Climate investment firm HA Sustainable Infrastructure Capital (NYSE:HASI) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 3.4% year on year to $114.8 million. Its non-GAAP profit of $0.67 per share was 1.6% above analysts’ consensus estimates.

Luxury hotels and casino operator Wynn Resorts (NASDAQ:WYNN) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 1.5% year on year to $1.87 billion. Its non-GAAP profit of $1.17 per share was 20.7% below analysts’ consensus estimates.

Online travel agency Expedia (NASDAQ:EXPE) announced better-than-expected revenue in Q4 CY2025, with sales up 11.4% year on year to $3.55 billion. On top of that, next quarter’s revenue guidance ($3.35 billion at the midpoint) was surprisingly good and 3.7% above what analysts were expecting. Its non-GAAP profit of $3.78 per share was 12.2% above analysts’ consensus estimates.

Insurance specialty broker Ryan Specialty (NYSE:RYAN) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 13.2% year on year to $751.2 million. Its non-GAAP profit of $0.45 per share was 8.3% below analysts’ consensus estimates.

Social commerce platform Pinterest (NYSE: PINS) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 14.3% year on year to $1.32 billion. Next quarter’s revenue guidance of $961 million underwhelmed, coming in 2.1% below analysts’ estimates. Its non-GAAP profit of $0.67 per share was in line with analysts’ consensus estimates.

Specialty insurance provider Kinsale Capital Group (NYSE:KNSL) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 17.3% year on year to $483.3 million. Its non-GAAP profit of $5.81 per share was 9.5% above analysts’ consensus estimates.

Software supply chain platform JFrog (NASDAQ:FROG) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 25.2% year on year to $145.3 million. Guidance for next quarter’s revenue was optimistic at $147 million at the midpoint, 2.4% above analysts’ estimates. Its non-GAAP profit of $0.22 per share was 16.2% above analysts’ consensus estimates.

Blockchain infrastructure company Coinbase (NASDAQ:COIN) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 21.6% year on year to $1.78 billion. Its non-GAAP profit of $0.66 per share was 31.2% below analysts’ consensus estimates.

Coffee chain Dutch Bros (NYSE:BROS) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 29.4% year on year to $443.6 million. On the other hand, the company’s full-year revenue guidance of $2.02 billion at the midpoint came in 1% below analysts’ estimates. Its non-GAAP profit of $0.17 per share was 73.9% above analysts’ consensus estimates.

Pet insurance provider Trupanion (NASDAQ:TRUP) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 11.7% year on year to $376.9 million. Its GAAP profit of $0.13 per share was 19.6% below analysts’ consensus estimates.

Biotech company Vertex Pharmaceuticals (NASDAQ:VRTX) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 9.5% year on year to $3.19 billion. The company expects the full year’s revenue to be around $13.03 billion, close to analysts’ estimates. Its non-GAAP profit of $5.03 per share was 2.3% below analysts’ consensus estimates.

Medical device company DexCom (NASDAQ:DXCM) announced better-than-expected revenue in Q4 CY2025, with sales up 13.1% year on year to $1.26 billion. The company expects the full year’s revenue to be around $5.21 billion, close to analysts’ estimates. Its non-GAAP profit of $0.68 per share was 4.5% above analysts’ consensus estimates.

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) beat Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 2.1% year on year to $7.01 billion. On top of that, next quarter’s revenue guidance ($7.65 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $2.38 per share was 7.8% above analysts’ consensus estimates.

Shares of edge cloud platform Fastly (NYSE:FSLY) jumped 79.9% in the afternoon session after it reported strong fourth-quarter earnings that beat analyst sales and earnings estimates. Management attributed this performance to robust demand in its Network Services and Security segments, with security revenue growth accelerating and new products gaining traction with enterprise clients. CEO Kip Compton emphasized the company's ongoing focus on cross-sell opportunities and disciplined execution, citing larger customers directing more traffic to Fastly's platform due to stability and performance benefits. Looking ahead, guidance for sales and earnings also came in ahead of consensus. Overall, it was an impressive quarter.

Regional banking company Ameris Bancorp (NYSE:ABCB) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 6.4% year on year to $309.9 million. Its non-GAAP profit of $1.59 per share was 0.9% above analysts’ consensus estimates.

Ameris Bancorp’s fourth quarter results met Wall Street’s revenue expectations, supported by higher net interest income and disciplined expense management. Leadership cited steady loan growth, improved operating efficiency, and stable asset quality as primary drivers. CEO Palmer Proctor highlighted, “We reported record earnings for 2025 at over $412 million for the year with our diluted EPS hitting $6 per share for the first time in our history.” Management also pointed to robust loan pipelines, a growing core deposit base, and favorable Southeast market conditions as factors underpinning consistent profitability.

Private prison operator CoreCivic (NYSE:CXW) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 26% year on year to $604 million. Its GAAP profit of $0.26 per share was 30.9% above analysts’ consensus estimates.

Safety equipment manufacturer MSA Safety (NYSE:MSA) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 2.2% year on year to $510.9 million. Its non-GAAP profit of $2.38 per share was 5.3% above analysts’ consensus estimates.

Funeral services company Service International (NYSE:SCI) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 1.7% year on year to $1.11 billion. Its non-GAAP profit of $1.14 per share was in line with analysts’ consensus estimates.

Specialty insurance provider Palomar Holdings (NASDAQ:PLMR) announced better-than-expected revenue in Q4 CY2025, with sales up 62.7% year on year to $253.4 million. Its non-GAAP profit of $2.24 per share was 7.1% above analysts’ consensus estimates.

Title insurance provider First American Financial (NYSE:FAF) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 21.6% year on year to $2.05 billion. Its non-GAAP profit of $1.99 per share was 38.8% above analysts’ consensus estimates.

Shares of electronic equipment provider Vontier (NYSE:VNT) jumped 12.1% in the morning session after the company reported fourth-quarter 2025 results that significantly beat revenue expectations, though it provided a mixed outlook. 

Shares of freight delivery company XPO (NYSE:XPO) fell 6% in the morning session after Susquehanna downgraded the stock to Neutral from a previous Positive rating. The analyst firm set a price target of $210.00 on the shares. The change in rating from a positive outlook to a neutral one signaled a more cautious view from the analyst on the company's near-term prospects, which appeared to influence investor sentiment.

Shares of aerospace and defense company Howmet (NYSE:HWM) jumped 8.9% in the morning session after it reported fourth-quarter 2025 financial results that surpassed analyst expectations and provided a strong revenue forecast for the upcoming quarter. 

Shares of public safety technology company Motorola Solutions (NYSE:MSI) jumped 10.4% in the morning session after it reported strong fourth-quarter results that beat Wall Street expectations. 

Shares of specialty insurance provider Palomar Holdings (NASDAQ:PLMR) fell 9.9% in the morning session after its fourth-quarter 2025 earnings report revealed weaker-than-expected underwriting results, which overshadowed strong top- and bottom-line beats. 

Shares of machine vision technology company Cognex (NASDAQ:CGNX) jumped 33.5% in the morning session after the company reported strong fourth-quarter 2025 results that beat analyst expectations and provided an optimistic forecast for the upcoming quarter. Cognex's revenue for the quarter grew 9.9% year-over-year to $252.3 million, surpassing Wall Street's estimates. Adjusted earnings per share also came in strong, rising 35% from the same period in the previous year to $0.27, which was also well ahead of projections. Looking forward, the company offered a positive outlook, forecasting first-quarter 2026 revenue between $235 million and $255 million. The midpoint of this range was more than 7% above what analysts had anticipated, signaling accelerating demand for its machine vision systems.

Shares of railcar products and services provider Trinity (NYSE:TRN) jumped 9% in the morning session after the company reported fourth-quarter 2025 results that beat revenue expectations and provided strong guidance for the upcoming year. Revenue for the quarter came in at $611.2 million, a 2.9% decline year-over-year, but still comfortably ahead of Wall Street's estimate of $570.5 million. Its profit of $2.28 per share was in line with analyst expectations. The key driver for the stock appeared to be the company's forward-looking guidance. Trinity's earnings per share guidance for 2026 has a midpoint of $1.98, which significantly topped analysts' projections by 23.4%. The company also saw a substantial increase in its operating margin, which rose to 54.9% from 14.7% in the same quarter last year, indicating improved operational efficiency.

Shares of water management manufacturer Watts Water (NYSE:WTS) jumped 6.8% in the morning session after the company reported fourth-quarter 2025 results that surpassed Wall Street's revenue and earnings estimates. For the quarter, sales grew 15.7% year-over-year to $625.1 million, beating expectations by 2.3%. Adjusted earnings per share came in at $2.62, which was 12% above analysts' consensus estimates. The company's profitability also showed improvement, with its operating margin increasing to 18.2% from 16.5% in the same period of the prior year. This was supported by a notable expansion in gross margin, which rose to 49.5%. Overall, the strong top- and bottom-line beats, coupled with expanding margins, drove positive investor sentiment.

Shares of semiconductor maker Himax Technologies (NASDAQ:HIMX) fell 9% in the morning session after its fourth-quarter 2025 earnings report revealed significant weakness despite beating revenue expectations. 

Shares of e-commerce software company Commerce (NASDAQ:CMRC) fell 12% in the morning session after the company reported fourth-quarter 2025 financial results that missed revenue expectations and provided a weak forecast for the upcoming quarter. 

Shares of footwear company Crocs (NASDAQ:CROX) jumped 20.3% in the morning session after the company reported better-than-expected fourth-quarter results and issued a strong earnings outlook for 2026. 

Shares of food distribution giant US Foods (NYSE:USFD) jumped 9.3% in the morning session after the company reported fourth-quarter results where its profit beat analyst expectations, overshadowing a slight miss on revenue. 

Shares of medical technology company Inspire Medical Systems (NYSE:INSP) fell 8.7% in the morning session after the company's weak full-year revenue guidance overshadowed its strong fourth-quarter earnings report. 

Shares of scientific instrument company Bruker (NASDAQ:BRKR). fell 10.4% in the morning session after the company reported fourth-quarter 2025 financial results that disappointed investors, highlighted by an earnings miss. The scientific instruments manufacturer posted adjusted earnings of $0.59 per share for the quarter, which fell short of the $0.66 per share that analysts had forecasted. This figure also represented a 22.4% decrease from the same period in the previous year. While fourth-quarter revenue was flat year-over-year at $977.2 million, it declined by 5% on an organic basis. Adding to the negative sentiment, the company's full-year adjusted earnings guidance for 2026 fell slightly short of Wall Street’s estimates. While its revenue guidance for the year was ahead of expectations, the market's immediate focus was on the current performance shortfalls.

Shares of aerospace and defense company Curtiss-Wright (NYSE:CW) jumped 8.1% in the morning session after the company reported fourth-quarter 2025 results that beat analyst expectations and provided an optimistic outlook for 2026. For the fourth quarter, revenue grew 14.9% year-over-year to $947 million, surpassing Wall Street's estimates. The company's adjusted earnings per share of $3.79 also came in ahead of consensus. Looking ahead, Curtiss-Wright's guidance for the full year 2026 was also strong, projecting full-year revenue of $3.74 billion and adjusted earnings per share of $14.93 at the midpoints of its ranges, with both figures exceeding analysts' forecasts.

Shares of financial services company Primerica (NYSE:PRI) fell 7.5% in the morning session after its fourth-quarter results showed weaker-than-expected core business performance, overshadowing headline earnings and revenue beats. While adjusted earnings per share of $6.13 and revenue of $853.7 million both surpassed analyst estimates, investors focused on a troubling miss in a key operational metric. The company's net premiums earned, a core indicator of underwriting success and market penetration, grew just 1.3% year-over-year to $445.9 million, falling short of Wall Street's expectations. This weak performance in its fundamental insurance business raised concerns about slowing growth, which outweighed the otherwise positive headline numbers and drove the negative sentiment.

Shares of financial services company Robinhood (NASDAQ:HOOD) fell 8.5% in the morning session after the company reported fourth-quarter financial results that missed revenue expectations, driven by a sharp decline in cryptocurrency trading activity. While Robinhood's total revenue grew 27% year-over-year to about $1.28 billion, it fell short of analysts' forecasts, which were closer to $1.34 billion. The main cause of the shortfall was a significant 38% drop in revenue from crypto transactions, which landed at $221 million for the quarter. This decline was linked to weaker trading volumes in the crypto market. Although the company's earnings per share of $0.66 beat expectations, investors appeared to focus more on the revenue miss and the slowdown in the crypto business, which had been a key area of activity for the trading platform.