Bristol Myers Squibb Co. (BMY) reported fourth-quarter net profit of $1.8B, up 12% from $1.6B in the same period of 2025, on February 5, 2026. Revenue for the quarter totaled $10.2B, a 6% increase year-over-year. The company missed the average estimate of $1.83B by $0.03 per share due to higher-than-expected research and development costs and pricing pressures on key oncology products. Management attributed the profit growth to higher sales of opdivo and other immuno-oncology therapies and favorable manufacturing productivity.

CMS Energy (CME) updated guidance on February 5, 2026,上调 its 2026 adjusted earnings forecast. The company now projects adjusted earnings of $1.20 per share, up from $1.05 previously, reflecting higher-than-expected utility revenue and lower-than-anticipated transmission costs. The revision follows improved performance in its electric delivery and cogeneration segments, with CME shares up 2.8% in after-hours trading on the announcement.

SiriusXM Holdings Inc. (SIRI) reported Q4 earnings下滑, with revenue down 12% year-over-year to $328 million and a loss of $19.6 million, or 31 cents per share, versus a profit of $29.8 million in the same period of 2025.

The decline followed a 10% drop in average revenue per subscriber, driven by lower advertising rates and a shift to digital platforms. The company attributed the results to ongoing subscriber declines and a strategic pivot toward streaming services.

Key metrics: revenue $328M, loss $19.6M, EPS -$0.31 (vs. $0.29 in Q4 2025). The results reflect continued pressure on traditional radio advertising and a transition to digital offerings.

The medical-device company Haemonetics (HAE) revised its annual guidance on February 5, 2026,下调 revenue and EPS expectations. The firm now projects 2026 revenue of $1.35 billion, down from $1.45 billion, and EPS of $1.05, down from $1.15. Management cited softer demand in the U.S. and international markets, supply chain disruptions, and higher input costs as key factors. The revision reflects broader macroeconomic pressures and comes amid ongoing global healthcare spending constraints.

Cummins Inc. (CMI) released fourth-quarter results on February 5, 2026, reporting profit of $593 million, or $5.81 per share, after non-recurring items, and $4.27 per share GAAP. Revenue for the quarter totaled $8.54 billion, beating the $8.15 billion average estimate. The company’s annualized results for 2025 were profit of $2.84 billion, or $20.50 per share, and revenue of $33.67 billion.

Cardinal Health (CHN) raised its 2026 annual adjusted EPS guidance to $10.15-$10.35, up from $10, as Q4 revenue of $65.63B beat estimates of $64.14B and adjusted EPS of $2.63 surpassed $2.36. The revision reflects strong specialty drug and biosimilar demand, with the pharmaceutical and specialty solutions segment reaching $60.7B in the quarter ended December 31, up 19% YoY. The company projects specialty revenue of over $50B in 2026, driven by a 30%+ growth in its biopharma solutions unit, supported by acquisitions of cancer center operators to diversify beyond core distribution.

Agco Corp. (AGCO) reported fourth-quarter net income of $95.5 million, or $2.17 per share, after a loss in the same period a year earlier. Adjusted earnings were $1.30 per share. Revenue for the quarter was $2.92 billion, exceeding Street forecasts of $2.68 billion.

The results surpassed analyst expectations; the average estimate of seven Zacks analysts was $1.85 per share. For the year, the company posted net income of $726.5 million, or $9.75 per share, and revenue of $10.08 billion. Management guidance for 2026 full-year earnings is $5.50 to $6.00 per share, with revenue expected between $10.4 billion and $10.7 billion.

The stock rose 17% year-to-date and 18% in the past 12 months as of February 5, 2026.

Acadian Asset Management Inc. (AAMI) reported fourth-quarter earnings of $34.7 million, or 97 cents per share, with adjusted earnings at $1.32 per share. Revenue for the period was $172.2 million, with adjusted revenue of $169.7 million. AAMI shares have risen 12% year-to-date and more than doubled over the past 12 months as of February 5, 2026.

M/A-Com Technology Solutions Holdings Inc. (MTSI) reported fiscal first-quarter profit of $48.8 million, or 64 cents per share, up from the 99 cents per share estimate of nine Zacks analysts. Adjusted earnings were $1.02 per share, versus $1.05-$1.09 guidance for the current quarter. Revenue reached $271.6 million, beating the $268.9 million forecast. For Q2, the company expects revenue of $281 million-$289 million and per-share earnings of $1.05-$1.09.

Ingles Markets Inc. (IMKTA) reported net income of $28.1 million for its fiscal first quarter ended January 31, 2026. Per-share results showed $1.48 EPS, with total revenue reaching $1.37 billion.

Hershey (NYSE:HSY) reported Q4 CY2025 results exceeding expectations, with revenue up 7% year-on-year to $3.09 billion and non-GAAP profit of $1.71 per share, 21.8% above estimates. Sales volumes declined 3% in the quarter, while organic revenue and EPS growth outperformed, sending the stock up 3.5% to $213 on the report.

Key context: The company posted a 3.9% CAGR in sales over the past three years, with volumes contracting 1.2% over the last two years. Analysts project 2.6% revenue growth over the next 12 months, reflecting potential headwinds as demand for its consumer staples may slow. Hershey’s $11.69B trailing-12-month revenue underscores its scale, which could limit incremental growth without pricing optimization, new products, or international expansion.

Griffon Corp. (GFF) reported fiscal first-quarter earnings of $64.4 million, or $1.41 per share, with adjusted net income of $1.45 per share. Revenue reached $649.1 million. Results beat the $1.34 per share average of three Zacks Investment Research analysts.

Alphabet (GOOGL) reported strong subscription and ad revenue growth in Q4. YouTube now has 325 million paying users, up from 300 million three months earlier. Ad revenue rose 9% to $11.38 billion, missing analyst estimates of $11.84 billion. Alphabet’s full-year revenue from YouTube, including subscriptions and ads, reached $60 billion, a 17% increase from the prior year.

CEO Sundar Pichai announced plans to expand YouTube TV plans with over 10 genre-specific packages. YouTube Shorts averaged 200 billion daily views in the quarter, and 20 million consumers used Gemini-powered content discovery in December. Podcast viewership hit 700 million hours in October.

Energizer (NYSE:ENR) posted Q4 CY2025 revenue of $778.9 million, 6.5% higher than the prior-year period and 10% above Wall Street’s expectations. Non-GAAP profit of $0.31 per share was 19.1% above the consensus.

The company’s organic sales declined 4.3% YoY, and gross margin missed guidance, while next-quarter EPS guidance lagged estimates. Earnings beat expectations, however, with the stock rising to $23.69 (+1.3%).

Analysts project flat revenue through FY2026, and demand remains soft despite the beat. The mix of strong top-line performance and margin pressures suggests a cautious view for the medium term.

U.S. employers announced 108,435 job cuts in January 2026, the highest monthly total since 2009, versus 49,795 in January 2025. January hiring plans fell to 5,306, the lowest since 2009 tracking began. January 2026 marked the highest number of announced layoffs for the month on record.

California's job cuts in January 2026 totaled 8,286, down 27% from January 2025. Major cuts included 30,000 by UPS and 16,000 by Amazon, with declines across tech, entertainment and logistics. National unemployment stood at 4.4% in December 2025, down 0.1 from November, while the labor force grew at a 4.4% annual rate in Q3 2025.

State-by-state, Georgia led with 31,415 announced layoffs, followed by Michigan and Washington above 19,000. California trailed in fourth place. Tariffs, inflation and ongoing economic uncertainty are cited as factors behind the cuts.

NetScout Systems Inc. (NTCT) reported fiscal third-quarter earnings of $55.1 million, or 75 cents per share, with adjusted net income of $1.00 per share. Revenue reached $250.7 million. The company expects full-year earnings of $2.37 to $2.45 per share and revenue of $835 million to $870 million.

Madison Square Garden Co (MSGS) reported net income of $8.2 million, or 34 cents per share, for fiscal Q2 ended January 31, 2026.

Revenue reached $403.4 million, exceeding Zacks analyst forecasts of $393.1 million. The results reflect strong performance across its sports and entertainment operations.

IntercontinentalExchange Group Inc. (ICE) reported fourth-quarter net income of $851 million, or $1.49 per share, with adjusted earnings at $1.71 per share, surpassing the $1.67 per share average expected by nine analysts surveyed by Zacks Investment Research. Revenue for the period totaled $3.14 billion, with adjusted revenue reaching $2.5 billion, exceeding the $2.47 billion forecast by analysts.

Huntington Ingalls Industries Inc. (HII) released Q4 earnings of $159 million, or $4.04 per share, and revenue of $3.48 billion, both exceeding analyst expectations. The average estimate for EPS was $3.72 per share, and revenue guidance was $3.06 billion. Year-over-year results showed net income of $605 million, or $15.39 per share, on revenue of $12.48 billion.

Green Plains Renewable Energy Inc. (GPRE) reported fourth-quarter net income of $11.9 million, or 17 cents per share, beating the average estimate of 8 cents per share from three Zacks analysts. Revenue for the quarter totaled $428.8 million. The company posted a year-end loss of $121.3 million, or $1.80 per share, on revenue of $2.09 billion.