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Porch Group shares jumped 21.87% in after-hours trading following stronger-than-expected fourth-quarter results.

Gallup is ending its presidential approval ratings after more than 80 years, saying the move reflects a strategic shift toward broader, long-term research, as its final polls showed President Donald Trump's approval among the lowest in its historical tracking.

Monolithic Power Systems delivered a solid fourth quarter, with results surpassing Wall Street’s revenue and profit estimates and prompting a positive market response. Management attributed this quarter’s performance to robust demand in enterprise data and communications end markets, as well as continued momentum in automotive. Tony Balow, vice president of finance, emphasized, “Our non-enterprise data end markets grew by over 40% year-over-year, showcasing the strength of our diversified business model.” The company’s execution and expansion in both established and emerging product lines set the stage for sustained growth.

Microchip Technology’s fourth-quarter results reflected the impact of architectural modernization in its end markets, particularly automotive and industrial, as well as sustained improvement in inventory correction across distribution channels. Management pointed to robust growth from networking, data center, and FPGA product lines as the primary drivers of the outperformance, with CEO Steve Sanghi noting, “Microcontrollers and analog businesses were both about flat sequentially, which was well above the typical seasonal level for December.” The quarter benefited from increased demand in aerospace and defense, while the distribution inventory correction reached a more normalized level, supporting stable operating margins and cash flow.

Peloton’s fourth quarter results were met with a negative market response following a miss on both revenue and earnings per share compared to Wall Street expectations. Management attributed the underperformance primarily to weaker-than-anticipated equipment sales to existing members, citing the durability and satisfaction with current hardware as a key factor. CEO Peter Stern acknowledged, “We simply overestimated the rate with which existing members would want to upgrade their equipment.” On a positive note, subscription retention exceeded expectations despite a recent price increase, reflecting the continued value members place on the platform.

Amtech’s fourth quarter saw a significant decline in sales, with management attributing the performance primarily to ongoing weakness in mature node semiconductor markets and continued cost pressures among key customers. CEO Bob Daigle emphasized that while demand for AI-related equipment strengthened—representing a growing share of Thermal Processing Solutions segment revenue—the company faced headwinds in its legacy product lines. Management’s tone on the call was measured, with Daigle noting, “the margin profile continues to strengthen, which is what we anticipated. But ultimately, we needed to see it in our results, and we are seeing it.”

XPO’s fourth quarter results were met with a significant positive market response, reflecting stronger-than-expected revenue growth and operational execution. Management attributed this performance to improvements in customer service, deliberate investments in network capacity, and advancements in cost efficiency—particularly through technology and AI-driven initiatives. CEO Mario Harik emphasized, “We reduced damages and improved service quality to new company records,” highlighting that better service translated directly into higher pricing and market share gains. The company’s focus on expanding its local customer base and premium service offerings also contributed to margin expansion despite ongoing softness in the industrial sector.

Qualys closed the fourth quarter with results that met Wall Street’s revenue expectations and delivered stronger-than-anticipated non-GAAP profitability. Management attributed the company’s performance to robust adoption of its agentic AI-powered risk management offerings and expanding partner-led sales. CEO Sumedh Thakar highlighted that customers are increasingly seeking unified solutions for pre-breach risk management, emphasizing the operational efficiencies and risk reduction achieved through Qualys’ Enterprise Threat Management (ETM) platform and the Risk Operations Center (ROC) model. The continued uptick in large customer upsells and international momentum also contributed to the quarter’s growth.

CNO Financial Group’s fourth quarter was marked by performance that exceeded Wall Street’s expectations, leading to a significant positive market reaction. The company’s growth was anchored by continued sales momentum across key insurance product lines, strong agent productivity, and effective diversification in product distribution channels. CEO Gary Bhojwani cited record new annualized premium, stating, “Our exclusive middle market focus and our last mile captive agent distribution model create our durable competitive moat.” Management emphasized that these operational strengths, along with disciplined investment portfolio management, underpinned both profitability and capital flexibility during the quarter.

Atlassian’s fourth quarter was marked by strong year-over-year growth and a revenue performance that exceeded Wall Street’s expectations. Despite these results, the market reacted negatively, with shares trading down after the announcement. Management attributed the robust quarter to accelerated adoption of its AI-powered Teamwork Collection, record numbers of large enterprise deals, and broader seat expansion across both technology and business teams. CEO Michael Cannon-Brookes emphasized that AI features were a primary reason customers upgraded to cloud offerings, noting, "AI is the best thing to happen to Atlassian, and the results we are seeing today are no accident."

MACOM’s fourth quarter was marked by robust revenue growth and a positive market reaction, driven primarily by strength across its core end markets. Management attributed the strong performance to a surge in demand for data center products, particularly in high-speed optical modules and cables, and highlighted sequential growth in industrial and defense as well as telecom. CEO Stephen Daly emphasized that “data center revenue growth is robust, primarily in pluggable optical modules and optical cables with our 800G and 1.6T PAM4 products,” while also noting record-level backlog and increased bookings, which reflect durable customer demand and execution across all business lines.

Flowserve’s fourth quarter performance garnered a positive market reaction, as the company reported continued momentum in its aftermarket segment and highlighted progress on operational improvements. Management credited strong aftermarket bookings and growth in power and nuclear end markets as key drivers, while original equipment sales faced temporary delays due to customer and material timing issues. CEO Robert Rowe emphasized the resilience added by the company’s diversified portfolio and noted, “Our 3D diversification strategy has made Flowserve more cycle-resilient than ever before.”

MasterCraft’s fiscal second quarter results missed Wall Street’s revenue and non-GAAP earnings expectations. Management attributed the performance to operational improvements and a favorable product mix, particularly in premium models, as well as disciplined inventory management. CEO Bradley Nelson noted, “Momentum continues to build across the portfolio as we usher in the next generation of premium products, with high margins and advanced technology.” Feedback from early boat shows suggested encouraging dealer and consumer engagement, supporting management’s view that recent initiatives are beginning to influence brand perception and sales mix.

Snap-on’s fourth quarter results were shaped by a mix of ongoing market uncertainty and shifting product demand. The company’s sales came in below Wall Street’s expectations, while profit per share matched consensus. Management pointed to persistent technician caution and turbulence from fluctuating tariffs and government shutdowns as key factors dampening top-line growth. CEO Nick Pinchuk described the environment as “turbulent,” noting that product mix shifted toward quicker payback items, and highlighted resilience in the company’s core markets. The quarter also saw continued investments in product development and brand building, helping to support operating margins despite external pressures.

Paylocity’s fourth quarter reflected stable demand and solid execution, yet the market responded negatively. Management highlighted that growth was driven by continued product adoption, particularly in areas like AI-powered HR tools and new modules for rewards and recognition. CEO Toby Williams emphasized strong sales performance and consistent client retention, noting, “Our results continue to be driven by the combination of strong sales, operational execution, and product differentiation.” The company also reported growing momentum within its broker channel, which contributed over a quarter of new business.

ITT delivered a strong fourth quarter, with results surpassing Wall Street’s expectations and prompting a positive market reaction. Management attributed the outperformance to robust order growth across all segments, successful integration of recent acquisitions like Svanehøj and Kessler, and operational improvements in key areas such as pump projects, aerospace, and defense. CEO Luca Savi highlighted, “Orders grew 15% or 9% organic, specifically CCT grew an outstanding 40% organic with equal contribution from our legacy business and from Kessler.” The team also emphasized margin expansion and effective cash management as important contributors to the quarter.

Reinsurance Group of America’s fourth quarter was characterized by broad-based strength across regions, as management pointed to favorable in-force management actions and robust variable investment income as key contributors. CEO Tony Cheng highlighted the U.S. segment’s performance, noting that individual life mortality aligned with expectations, while EMEA and Asia-Pacific benefited from strong volume growth and product development. The company also cited the positive impact of recently acquired business blocks, particularly from the Equitable transaction, and ongoing portfolio repositioning. Management attributed these factors to the company’s ability to deliver a quarter that exceeded Wall Street’s expectations.

Sirius XM’s fourth quarter was marked by a positive market reaction, with management attributing the outcome to ongoing momentum in podcasting and the introduction of new subscriber-focused offerings. CEO Jennifer Witz highlighted the renewal of high-profile content agreements, such as with Howard Stern, as well as expanded partnerships in sports and music. The company also launched initiatives aimed at enhancing subscriber retention, including continuous service and companion subscriptions, which contributed to steady self-pay additions despite a broader decline in total subscribers.

LiveRamp’s Q4 results were met positively by the market, as the company delivered revenue in line with Wall Street expectations and significantly surpassed non-GAAP profit estimates. Management attributed the quarter’s performance to a combination of strong customer expansion, the growing adoption of its clean room and measurement offerings, and progress with usage-based pricing models for both direct brands and reseller partners. CEO Scott Howe highlighted notable upsell wins with major enterprise clients and pointed to the company’s record operating margin and free cash flow as evidence of improved execution. Demand for cross-platform measurement and commerce media use cases was particularly strong, further supporting growth in annual recurring revenue and customer count.

SS&C's fourth quarter results were defined by continued momentum in its core software and services businesses, with management crediting recurring multi-year client partnerships, recent acquisitions, and AI-driven product enhancements as key contributors. CEO Bill Stone cited "continued strength in GIDS," with double-digit growth, and highlighted the GlobeOp segment's expansion in Australia as proof of the company's global reach. Management also pointed to the integration of recent acquisitions and consistent client outsourcing trends as drivers of top-line gains, while acknowledging that operating margin compression reflected higher investment in technology and growth initiatives.

Power Integrations’ fourth quarter results met Wall Street’s revenue expectations, but the market responded negatively, reflecting ongoing challenges in certain business segments. Management attributed the modest year-over-year sales decline to lingering excess appliance inventory in the U.S. and persistent headwinds in the consumer and housing markets. CEO Jennifer Lloyd noted, “Our broader view is that appliance demand continues to face headwinds, including low existing home sales in the U.S., the effect of tariffs on appliance prices and ongoing softness in China housing.” The company’s focus on operational expense control and workforce restructuring was also highlighted as a response to these pressures.

Boyd Gaming’s fourth quarter results surpassed Wall Street’s revenue and non-GAAP profit expectations, with management crediting strong gaming activity from local customers in Las Vegas and steady play in its Midwest and South segments. CEO Keith Smith highlighted that “continued growth in play from our core customers” supported the company’s operations, while ongoing softness in destination business—especially at the Orleans property—dampened hotel revenues. Severe winter weather also affected Midwest and South results, but operational discipline and cost controls helped Boyd maintain stability.

Viasat’s fourth quarter was marked by operational execution and strategic positioning as the company navigated challenges in its core markets. Management attributed the quarter’s results to solid execution in defense and advanced technologies, ongoing investments in next-generation satellites, and improving free cash flow. CEO Mark Dankberg emphasized the significance of new satellite deployments, particularly the ViaSat-3 series, as foundational to future growth. CFO Gary Chase highlighted progress on deleveraging, noting, “We have reduced net leverage substantially,” while also pointing to cash generation and efficiency initiatives as key contributors to the quarter’s positive developments.

Exponent delivered results ahead of Wall Street expectations in Q4, with management crediting growth in both proactive and reactive consulting engagements. CEO Catherine Corrigan highlighted increased demand for user research in consumer electronics—particularly as artificial intelligence becomes more deeply embedded in novel devices—and noted ongoing expansion of risk management work within the utility sector. Corrigan also pointed to a broadening of failure analysis and dispute-related projects across sectors like energy, construction, and transportation as major contributors to quarterly performance. She stated, “Exponent thrives at the edge where AI meets the laws of physics in high-stakes environments where reliability, performance and security cannot be compromised.”

Unum Group’s fourth quarter saw revenue and non-GAAP earnings fall short of Wall Street expectations, resulting in a negative market reaction. Management attributed the weaker results primarily to higher-than-expected benefits experience in group disability and life insurance, which was amplified by lower recoveries and reduced mortality within claimant blocks. CEO Richard Paul McKenney described the outcome as “softer” than anticipated, noting that the company’s core return on equity remained resilient despite earnings volatility. Leadership emphasized that these trends, though adverse for the quarter, were not indicative of a lasting shift in the company’s underlying earnings power.

ESCO’s fourth quarter results met Wall Street’s revenue expectations, supported by broad-based strength across its core segments. Management credited the performance primarily to a surge in aerospace and defense orders, robust recovery in the test segment, and ongoing demand from regulated utility customers. CEO Bryan Sayler highlighted, “We booked over $550 million in orders... an increase of 143% over the prior year,” with particular momentum in Navy and commercial aerospace programs. The utility segment faced mixed results, as renewables softness offset gains at Doble, but overall, the company’s backlog and order trends reflected resilient demand across end markets.

Werner’s fourth quarter saw underperformance relative to Wall Street expectations, prompting a negative market reaction. Management cited ongoing challenges in the freight market and described the period as part of a “prolonged and unprecedented multiyear downturn.” CEO Derek Leathers attributed the results to lower volumes in the trucking and logistics segments, the impact of restructuring its One Way Trucking business, and sustained pressure on margins. The company emphasized cost-cutting, operational efficiency, and targeted technology investments as key responses to these headwinds, while acknowledging that actions taken in Q4 would take time to yield benefits.

Doximity’s fourth quarter results for 2025 were met with a sharp negative market reaction, as management cited a combination of delayed pharmaceutical industry budgets and a notable increase in AI-related infrastructure spending as primary factors behind underwhelming outcomes. CEO Jeffrey Tangney pointed to record engagement across the platform, particularly in workflow and AI tools, but acknowledged that “client uncertainty” stemming from late-signed government pricing agreements caused several top pharma customers to delay or reduce upfront spending. Management also highlighted that the majority of revenue growth came from existing customers, with a 10% increase in high-value accounts, but also noted that elevated investments in AI pressured margins.

Mettler-Toledo’s fourth quarter results surpassed Wall Street’s revenue and profit expectations, with growth observed across most regions and product categories. Management attributed the strong finish to robust sales in industrial and product inspection segments, as well as continued expansion in emerging markets. CEO Patrick Kaltenbach pointed to “broad-based growth by geography and product category,” emphasizing the company’s ability to execute despite ongoing tariff and market challenges. The quarter also saw strong service revenue growth and new product introductions, which helped offset softness in certain laboratory and chemical end markets.

Envista’s fourth quarter results were met with a notably positive market reaction, reflecting stronger-than-anticipated revenue and profit growth. Management attributed this performance to broad-based gains across all business units, with new product launches and expanded clinical training playing significant roles. CEO Paul Keel emphasized, “We trained 30% more customers in 2025, and we generated close to $100 million in revenues from products introduced in just the last 12 months.” Operational improvements, including a reduction in general and administrative expenses, further supported margin expansion during the quarter.

Arrow Electronics posted a solid fourth quarter, with management attributing the performance to continued recovery in global components demand and the rapid adoption of higher-margin value-added services. Interim CEO Bill Austen noted, “Demand continues to gradually recover from a prolonged cyclical correction,” especially in industrial, transportation, and aerospace and defense sectors. Additionally, the Enterprise Computing Solutions (ECS) segment delivered record gross and operating profit, supported by ongoing growth in cloud and AI-related infrastructure. Management specifically highlighted the intentional shift toward value-added offerings as a key driver of improved margins and cash generation.

BILL’s fourth quarter was shaped by accelerating adoption of its AI-powered financial automation tools and robust growth in transaction volumes across its platform. Management highlighted increased spend from small and midsize businesses (SMBs), a rebound in construction sector activity, and strong momentum for its multiproduct offerings as key drivers. CEO René Lacerte emphasized that “innovation defines the broad category of how businesses manage their financial operations,” citing rapid traction for newly launched agentic AI features and partnerships that extend BILL’s reach. The company also noted higher card payment volume and positive early results from targeted price increases.

Griffon’s fourth quarter results were met with a positive market response, bolstered by revenue and profit figures surpassing Wall Street expectations. Management attributed the quarter’s performance to strong price and mix in both residential and commercial building products, as well as improved profitability in its Consumer and Professional Products segment despite ongoing softness in U.S. demand. CEO Ronald Kramer highlighted that free cash flow was notably solid, supported by gains in Australia and Canada for consumer products. The quarter was further characterized by operational discipline, with stable margins in key business lines and a continued focus on leveraging the premium segment of the repair and remodel market.

Cummins’ fourth quarter results were met with a significant negative market reaction, largely due to a shortfall in GAAP earnings despite a modest rise in sales. Management cited strong demand in the global power generation business and higher pickup truck volumes as key drivers, which helped offset ongoing weakness in North American truck markets. CEO Jennifer Rumsey pointed to the launch of new engine platforms, such as the X10 and B 7.2, as important milestones, while also noting that ongoing trade tariffs and additional charges from the review of the electrolyzer business impacted reported results. Rumsey described the operating environment as one of “disciplined execution” amid a challenging mix of external headwinds.

Tradeweb Markets’ fourth quarter was marked by strong revenue growth and a positive market reaction, with management attributing results to robust client activity, expanded adoption of electronic trading, and continued international momentum. CEO Billy Hult highlighted the extension of automation into historically manual markets and increased integration across asset classes, noting, “Liquidity has become more interconnected across assets, regions, and time zones, essentially breaking down those historical silos.” The company also saw significant contributions from new digital asset initiatives and growing demand for proprietary market data products.

Byrna’s fourth quarter results were met with a modestly negative market reaction, as the company delivered year-over-year revenue growth that exceeded Wall Street’s expectations but saw operating margins contract. Management attributed strong sales to broad-based growth in brick-and-mortar channels—especially expansion into major chain stores—and continued momentum in direct-to-consumer and international markets. CEO Bryan Ganz emphasized that the company’s strategic focus on retail partnerships, experiential in-store campaigns, and expanded advertising contributed significantly to the top-line gains. However, CFO Laurilee Kearnes noted that growth came with higher operating expenses, as investments in marketing and new store rollouts weighed on margins.

StepStone Group’s fourth quarter results for 2025 exceeded Wall Street’s revenue and profit expectations, with management attributing the outperformance to continued momentum across its private wealth platform and a diversified approach to private markets investing. CEO Scott Hart highlighted the company’s best quarter ever in core fee-related earnings, driven by sustained demand for its evergreen funds and a record year for fundraising. Hart noted that “momentum also continues to grow in Structs and Credex, where we continue to build our syndicated partners,” reflecting the broad-based nature of StepStone’s growth across products and geographies.

Bloom Energy’s fourth quarter results were propelled by surging demand from data center and commercial customers, as management highlighted. CEO KR Sridhar credited the company’s expanding product and service backlog to a shift in customer attitudes, describing on-site power as “a vital business necessity” rather than a last resort. Management pointed to rapid execution on large projects, a growing base of repeat customers, and geographic expansion into lower-cost power states as key factors supporting strong revenue growth and positive market reaction.

Huntington Ingalls reported strong top-line growth in the fourth quarter, exceeding Wall Street’s revenue and profit expectations, yet the market responded negatively. Management pointed to higher shipbuilding throughput as a primary driver, with improvements in hiring, retention, and operational efficiency. CEO Chris Kastner emphasized that increased productivity was broad-based across major programs, supported by expanded outsourcing and continuous investments in the workforce. However, concerns about margin progression and the sustainability of recent gains appeared to weigh on investor sentiment, as management acknowledged ongoing cost pressures and schedule complexities.

MDU Resources’ fourth quarter results fell short of Wall Street’s revenue and adjusted EBITDA expectations, prompting a negative market reaction. Management attributed the underperformance to higher operating costs, particularly in the electric utility segment, where increased payroll, contract services for generation station outages, and insurance expenses offset higher retail sales. CEO Nicole Kivisto highlighted customer growth and accelerated capital investment, including the early completion of the Badger Wind Farm acquisition, as key operational achievements. Management also pointed to robust performance in the pipeline business, noting increased demand for short-term transportation contracts and the successful execution of expansion projects.

Impinj’s fourth quarter results were met with a significant negative market reaction, reflecting investor concerns over both the quality of performance and the underlying drivers. Management cited ongoing supply chain and inventory corrections within key retail and logistics markets, as well as slower-than-expected adoption in general merchandise and food categories. CEO Chris Diorio characterized 2025 as a “tough year for our industry,” attributing softness to tariffs, inventory reductions at multiple retail layers, and a lag in new account ramp-ups. The company also noted that a temporary inventory build in logistics had masked retail weakness, which only became apparent after a detailed review of channel data.

Malibu Boats entered the early boat show season with Q4 results that disappointed the market, as its adjusted loss per share fell well short of Wall Street’s expectations despite a small revenue beat. Management attributed the underperformance to continued softness in the retail environment, unfavorable product and segment mix, and persistent fixed cost deleverage due to lower unit volumes. CEO Steve Menneto noted, “The promotional environment remains competitive,” while CFO David Black highlighted ongoing pressure from higher labor and material costs. The company’s focus remained on maintaining dealer health and tightly managing channel inventories, as both executives acknowledged the challenges facing the broader marine industry.

AGCO’s fourth quarter results showed a modest increase in sales, as management credited disciplined inventory management and targeted cost savings for helping offset softer market demand. CEO Eric Hansotia emphasized the company’s focus on high-margin products and a redefined portfolio, citing progress in their PTX precision ag business and advances in dealer network expansion. However, management acknowledged the impact of lower production volumes and competitive discounting, particularly in North America, as factors that weighed on overall profitability.

Bristol-Myers Squibb’s fourth quarter saw continued momentum in its growth portfolio, which management credited as the primary driver behind the company’s positive results. CEO Christopher Boerner highlighted significant contributions from newer products such as Opdualag, Breyanzi, and Camzyos, each surpassing $1 billion in annual sales, and emphasized their early-stage potential. The company also benefited from steady uptake in recently launched therapies, with Reblozyl notably achieving over $2 billion in sales for the year. Management pointed to disciplined execution on cost-saving initiatives, which helped offset declines in legacy brands, including ongoing generic competition. As Boerner summarized, “These are differentiated durable products early in their life cycles with meaningful runway ahead that further strengthen the foundation for long-term growth.”

Thermon delivered Q4 results that surpassed Wall Street’s revenue and profit expectations, with the market reacting positively following the announcement. Management attributed the strong quarter to robust growth in large-scale project activity, particularly in liquefied natural gas (LNG), midstream gas processing, and sustainable aviation fuels. CEO Bruce Thames pointed to a 14% year-over-year increase in orders and highlighted momentum in both the company’s core and emerging markets as key contributors to the quarter’s performance.

RBC Bearings delivered fourth quarter results that aligned with market expectations for revenue and exceeded non-GAAP profit forecasts, reflecting robust momentum in its aerospace and defense (A&D) business. Management highlighted strong demand from submarine, missile, and aircraft programs as a central driver, with CEO Michael Hartnett pointing to a "national inflection point" in both commercial and defense sectors. The industrial segment also contributed to growth, supported by improved product availability and short-cycle manufacturing trends. Margin performance was stable, aided by pricing and operational efficiencies, particularly within A&D.

Maximus faced a challenging fourth quarter, as the market responded negatively to weaker-than-expected revenue and a lowered full-year revenue outlook. Management attributed the revenue decline primarily to delayed government contract awards and reduced volumes in its US Services and international segments. CEO Bruce Caswell noted that the temporary government shutdown led to slower payments and delays in award decisions, which hindered new project activity. The company also completed the divestiture of its child support business, shifting focus toward higher-value opportunities. Caswell emphasized, “Our first quarter results reflect virtually no direct impact to our contract portfolio from the shutdown last fall,” but acknowledged the knock-on effects of delayed awards and payments.

Ralph Lauren’s fourth quarter results topped Wall Street’s expectations, yet the market response was negative. Management credited the quarter’s performance to stronger than anticipated demand for core products, especially in Asia, and continued new customer acquisition driven by digital and retail channels. Full price sales and reduced discounting supported a higher average selling price, which contributed to margin expansion. CEO Patrice Louvet noted the effectiveness of immersive brand activations and “consistent execution across all aspects of our business,” while CFO Justin Picicci emphasized disciplined inventory management and a pullback in promotional activity. However, management acknowledged that input cost pressures and tariffs began to impact profitability, particularly in North America and Europe.

Genpact delivered a Q4 performance that exceeded Wall Street's expectations, prompting a positive market reaction. Management credited revenue growth to strong demand for advanced technology solutions, particularly in artificial intelligence (AI) and agentic operations, which focus on combining domain-specific AI agents with human expertise. CEO Balkrishan Kalra highlighted the company’s rapid adoption of its AP agentic suite and expanding partnerships with technology providers as key contributors to the quarter’s success, stating, “We are fundamentally reshaping how businesses operate, and we are doing so at speed.”