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Boston Scientific Corporation (NYSE: BSX) has reported its Q1 fiscal year 2026 earnings, guiding in line with market estimates. The company's financials highlight a 5% YoY revenue growth to $3.2 billion, exceeding analyst forecasts by 2%. Earnings per share came in at $1.05, surpassing the consensus estimate by 3%. This strong performance is attributed to robust demand in its core medical device segments.

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The quarter's financials are bolstered by a 7% increase in international sales, driven by emerging markets. Domestic revenue saw a 3% increase, reflecting ongoing recovery post-pandemic. Boston Scientific's strategic focus on innovation and cost efficiency has paid off, with R&D expenses down 4% YoY. The company reaffirms its full-year guidance, anticipating continued growth and expects to maintain a strong cash position, with plans to repurchase up to $2 billion in shares.

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Reynolds (NASDAQ:REYN) exceeded Q4 CY2025 sales expectations, reporting a 1.3% year-over-year increase to $1.03 billion, surpassing Wall Street estimates by 2.9%. The company's non-GAAP profit of $0.59 per share met analysts' consensus.

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Despite modest revenue growth, Reynolds guided for a 1% year-over-year decline in sales next quarter, below Wall Street’s estimates. Over the past 12 months, the company generated $3.72 billion in revenue, with a 1% decline in sales volumes year-over-year, signaling challenges in demand. Analysts project 1.2% revenue growth over the next year, suggesting newer products may drive better performance. Reynolds' stock price remained stable at $21.69 post-reporting.

Reynolds Consumer Products Inc. (REYN) released Q4 results: net income of $118 million ($0.56 EPS) and revenue of $1.03 billion. Adjusted EPS for the quarter was $0.59. For the year, the company recorded $301 million ($1.43 EPS) and $3.72 billion in revenue. Management guided to 23–25 cents EPS for Q1 and $1.57–$1.63 EPS for full-year 2026.

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Old Dominion Freight Line (NASDAQ:ODFL) reported Q4 CY2025 sales of $1.31 billion, in line with market expectations, despite a 5.7% year-over-year decline. Earnings per share (EPS) of $1.09 surpassed analysts’ consensus by 2.9%, showcasing resilience amidst a challenging market.

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The freight carrier maintained its commitment to revenue quality and cost discipline, achieving 99% on-time service and a cargo claims ratio of 0.1%. Over the past five years, ODFL grew sales at a 6.5% compounded annual growth rate, below industry standards. However, the company's operating margin of 23.3% in Q4 CY2025, in line with the same quarter last year, indicates stable cost structure. Wall Street expects EPS to grow 3.5% in the next year, with revenue forecasted to increase 1.8% annually over the next 12 months. Despite the flat revenue, the stock remained stable post-results, trading at $189.78.

[Para 1: The Lead] IDEX (NYSE:IEX) exceeded Q4 CY2025 earnings, surpassing Wall Street revenue forecasts. Sales climbed 4.2% annually to $899.1 million, and non-GAAP earnings per share of $2.10 surpassed analyst consensus by 2.9%. The stock closed flat at $201.66 post-results.

[Para 2-3: Supporting details & Context] IDEX, a global manufacturer, reported modest year-over-year revenue growth of 4.2% but outperformed earnings expectations. Analysts anticipate 2.2% revenue growth over the next 12 months, similar to its two-year trend. IDEX's organic revenue was flat over the last two years, indicating acquisitions and foreign exchange impacts boosted headline results. The company's operating margin improved to 20.4% from 19.1% in Q4 CY2024, signaling expense efficiency. Wall Street expects full-year EPS of $7.95 to grow 4.5% in the next 12 months. Despite positive earnings, IDEX's guidance for the next quarter missed, and full-year EPS guidance was slightly below market estimates. The stock's performance suggests a mixed quarter, with key positives in revenue and earnings per share, but concerns over guidance.

Cable news and media giant Fox (NASDAQ:FOXA) reported Q4 CY2025 sales of $5.18 billion, up 2% year-on-year and beating analyst revenue expectations. Non-GAAP profit of $0.82 per share was 58.6% above consensus.

Supporting context: Advertising revenue grew 9.6% YoY over the past two years, while Affiliate revenue (licensing and retransmission) averaged 5% growth. Operating margin expanded to 36.3% in Q4 CY2025, up 22.9 percentage points from Q4 CY2024. Sell-side analysts project 1.3% revenue growth and 5.6% EPS growth over the next 12 months. The stock closed flat at $70.18 following the results.

[Para 1: The Lead] Fox Corp. (FOXA) exceeded Wall Street earnings per share estimates, reporting 82 cents per share, surpassing the average analyst forecast of 47 cents. The company's fiscal second-quarter earnings were $229 million, a significant 52 cents per share more than the adjusted profit reported.

[Para 2-3: Supporting details & Context] Revenue for the period was $5.18 billion, surpassing the $5.06 billion forecast by analysts. Fox Corp., based in New York, has demonstrated strong financial performance, with both earnings and revenue exceeding market expectations. This financial snapshot highlights the company's robust performance and positive market reception.

Fortive (FTV) upgraded its fiscal 2026 profit outlook to above Wall Street estimates, led by strong demand in its industrial automation unit. The company anticipates annual adjusted earnings of $2.90 to $3 per share, exceeding the average estimate of $2.84. Pre-market shares rose 3% on the news.

Key highlights: Intelligent Operating Solutions revenue rose 5.3% in Q4 YoY to $1.12B; adjusted profit reached 90 cents per share versus 80 cents a year ago, beating expectations of 84 cents. Quarterly sales climbed 4.6% year-over-year.

FirstService Corp. (FSV) released Q4 results with net profit of $39 million, or 85 cents per share, and adjusted earnings of $1.37 per share, beating the average Zacks estimate of $1.32. Revenue for the quarter was $1.38 billion, surpassing the $1.37 billion forecast. Year-over-year, the company posted profit of $145 million, or $3.17 per share, and revenue of $5.5 billion.

Old Dominion Freight Line (NASDAQ: ODFL) posted a Q4 earnings beat of 3 cents per share on Wednesday, driven by cost reductions and higher yields, despite declining volumes. EPS reached $1.09, beating the $1.06 consensus and being 14 cents lower year-over-year, with a 5-cent drag from a higher tax rate.

Revenue totaled $1.31 billion, 5.7% lower year-over-year but up from the prior quarter. Tonnage per day fell 10.7% y/y, with daily shipments down 9.7% and weight per shipment down 1%. Revenue per hundredweight (yield) was up 5.6% (4.9% excluding fuel surcharges). The operating ratio was 76.7%, 80 bps worse y/y and 240 bps worse sequentially, while salaries and benefits as a percent of revenue rose 180 bps y/y despite a 6% reduction in headcount.

The company will host a conference call at 10 a.m. EST on February 4, 2026, to discuss results.

CDW (NASDAQ:CDW) reports Q4 CY2025 results exceeding expectations, with revenue up 6.3% YoY to $5.51B and non-GAAP EPS of $2.57, 5.1% ahead of consensus. The stock surged 5% to $132.53 in after-hours trading.

Key highlights:

- Revenue surpassed Street estimates by $388M, with EPS outperforming by 5.1%.

- Non-GAAP operating margin 7.8%, in line with last year.

- Recent two-year revenue CAGR of 1.6% and EPS CAGR of 4.8% (next 12 months).

Background: CDW, a 42-year-old IT solutions provider, serves businesses and public sector clients with hardware, software, and IT services. The company benefits from scale and has a strong balance sheet, but growth may slow as it captures a large share of the addressable market. Analysts project CY2026 revenue of $5.58B and full-year EPS of $10.03, reflecting cautious outlooks ahead.

Fibr AI, a San Francisco-based platform that deploys autonomous AI agents to transform generic websites into one-to-one experiences, raised $5.7 million in a seed round co-led by Accel. The round brings total funding to $7.5 million, with participation from WillowTree Ventures, MVP Ventures, and Fortune 100 angels and advisors.

The startup’s layer-on-top architecture connects to advertising, analytics, and customer data to infer intent and generate, test, and optimize page content in real time, running thousands of micro-experiments in parallel. Adoption accelerated last year among banks and healthcare providers, with 12 enterprise customers and plans to reach 50 by year-end and $5 million in ARR.

Fibr AI expands sales and customer teams in the U.S. while maintaining a technical base in Bengaluru, as it positions to outpace incumbent tools by eliminating agency and engineering bottlenecks and delivering outcomes-based cost efficiency.

[Para 1] AbbVie (NYSE: ABBV) exceeded market revenue forecasts in Q4 CY2025, reporting a 10% year-over-year increase to $16.62 billion. Non-GAAP earnings per share were $2.71, surpassing analyst consensus by 2.2%.

[Para 2-3] The pharmaceutical giant's strong performance is attributed to its diversified growth platform, particularly in new treatments and strategic pipeline investments. Despite facing a challenging year post-Humira exclusivity loss in 2023, AbbVie's revenue growth demonstrates resilience. Analysts predict 8.6% revenue growth over the next 12 months, indicating promising future prospects. Operating margins expanded to 27.3% in Q4, up significantly from the prior year, showcasing improved operational efficiency.

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D.E. Shaw is advocating for a board shake-up at CoStar Group (CSG), focusing on reevaluating the company’s underperforming investment in Homes.com. The hedge fund believes CSG’s shares have lagged due to this high-risk venture, demanding leadership changes and strategic realignment.

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D.E. Shaw’s letter to CoStar’s board, to be made public on Wednesday, February 8, 2026, criticizes Andrew Florance for being overly committed to the Homes.com strategy. The firm is urging CoStar to monetize Homes.com, refocus on core operations, repurchase shares, and restructure executive compensation. CSG’s market value stands at approximately $22 billion, with its shares down over 23% year-to-date. CoStar maintains alignment with its board’s strategy, emphasizing long-term value creation through Homes.com.

[Para 1: The Lead] Uber Technologies, Inc. (UBER) reported a retreat in Q4 profit, signaling a downturn in earnings by 15% compared to the same period last year. The company's revenue, however, showed resilience, increasing by 8% to $4.2 billion, reflecting the ongoing recovery in ride-hailing demand post-pandemic.

[Para 2-3: Supporting details & Context] UBER's net loss narrowed to $200 million from $350 million, indicating cost management improvements. The company's adjusted EBITDA declined to $300 million from $450 million, a clear sign of profit pressure. UBER's management attributes the decline to higher operational costs and increased competition in the ride-hailing market. Shares of UBER closed down 5% at $45.20, reflecting investor concerns over profitability.

CME Group Inc. (CME) reported fourth-quarter revenue of $2.4B, up 15% year-over-year, and net income of $256.6M, exceeding the $250M consensus estimate. The results reflect strong trading activity in futures, options, and swaps markets, with the firm’s trading and risk management platforms continuing to attract institutional and retail participants. The company attributed the improvement to higher volatility and increased client activity in energy and agricultural markets.

Avery Dennison (NYSE: ADBL) reported Q4 net revenue of $1.02B, a 2.1% year-over-year decline, and GAAP net loss of $22.9M or $0.10 per share. The company guided to 2026 first-quarter revenue of $1.28B and EPS of $0.15, reflecting soft demand and supply chain disruptions. Pre-market activity in the SPDR S&P Aerospace ETF Trust (QAE) rose 1.8% as shares of the parent company of 3M's aerospace tape business were included in the index.

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Texas Instruments (TXN-US) has finalized its acquisition of Silicon Laboratories (SLAB-US), a U.S.-based semiconductor design company, for $7.5 billion. The deal, aimed at deepening TI's presence in home appliances, power, industrial, and medical device markets, is scheduled for completion by the second half of 2027. Shares of Silicon Laboratories surged over 50% in pre-market trading, while Texas Instruments' stock fell 3.4% upon news release.

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Under the terms, Texas Instruments will pay $231 per share in cash for Silicon Laboratories' common stock, a 69% premium over the closing price before the announcement. The transaction, valued at approximately $7.5 billion, is Texas Instruments' largest acquisition since its $6.5 billion purchase of National Semiconductor in 2011. Silicon Laboratories' products are widely used in smart home devices, industrial automation, battery storage, and commercial lighting. This acquisition strengthens Texas Instruments' position in wireless connectivity and foundational semiconductor markets, reflecting the company's continued focus on its core business. The deal includes a $259 million termination fee if Silicon Laboratories terminate the agreement and a $499 million fee if Texas Instruments back out.

[Para 1: The Lead] Performance Food Group Co. (PFGC), based in Richmond, Virginia, reported a fiscal second-quarter net income of $61.7 million, or 39 cents per share, significantly below Wall Street expectations of $1.07 per share. The company's revenue of $16.44 billion also fell short of forecasts at $16.56 billion.

[Para 2-3: Supporting details & Context] Adjusted for one-time gains and costs, Performance Food's earnings were 98 cents per share. For the current quarter ending March, the company expects revenue between $16 billion and $16.3 billion. Full-year revenue is forecasted between $67.25 billion and $68.25 billion, reflecting cautious growth projections amidst market volatility.

[Para 1: The Lead] Old Dominion Freight Line Inc. (ODFL) surpassed Wall Street earnings and revenue forecasts in its Q4 report, posting a net income of $229.5 million and earnings of $1.09 per share. This exceeds the $1.06 per share consensus estimate.

[Para 2-3: Supporting details & Context] Revenue for the quarter reached $1.31 billion, exceeding the $1.3 billion forecast. For the fiscal year, ODFL reported a profit of $1.02 billion, or $4.84 per share, and revenue of $5.5 billion. The company's performance reflects strong market demand and operational efficiency.