Genpact Ltd. (G) reported fourth-quarter net income of $143.1 million, or 82 cents per share, with adjusted earnings of 97 cents per share, exceeding Zacks analysts’ average estimate of 93 cents. Revenue of $1.32 billion also beat forecast. For the year, Genpact recorded $552.5 million in profit, or $3.13 per share, and $5.08 billion in revenue. For Q1 ending March 31, the company expects per-share earnings of 92–93 cents and revenue of $1.28–$1.29 billion.

Werner Enterprises (NASDAQ: WERN) reported a fourth-quarter net loss of $27.8 million, or 46 cents per share, after restructuring and impairment charges of $44.2 million ($42.7 million noncash). Adjusted net income was $3.3 million, or 5 cents per share, 5 cents below consensus and 3 cents lower year over year. Revenue fell 2% to $738 million, with total truckload revenue down 3% to $513 million and an adjusted operating ratio of 97.2% (30 bps worse y/y). One-way revenue per total mile declined 8% despite 2% gains in miles per truck per week; dedicated revenue rose 1%. The company expects one-way revenue per total mile to be flat to up 3% in H1 2026 and dedicated revenue per truck per week to be down 1%–2% for full-year 2026. A results call is scheduled for Thursday, February 6, 2026, at 5:00 p.m. EST.

Exponent Inc. (EXPO) released fourth-quarter net income of $24.8 million, or 49 cents per share, outperforming Zacks Investment Research’s average analyst estimate of 47 cents per share. Revenue totaled $147.4 million, with adjusted revenue of $129.4 million, both exceeding Street forecasts. Year-over-year results included $106 million in profit, or $2.07 per share, and revenue of $536.8 million.

Exponent (NASDAQ:EXPO) posted Q4 CY2025 revenue of $147.4 million, up 19.1% year-on-year, and GAAP earnings of $0.49 per share, 3.7% above consensus. The operating margin contracted to 19.8% from 22.1% YoY, and the company’s 5-year average operating margin remains 24.3%.

With a strong R&D base of over 800 advanced-degree consultants, Exponent delivered a solid finish to 2025, outperforming revenue and EPS expectations. Analysts project CY2026 revenue to grow 4.1% and full-year EPS of $2.07, up 7.8% from 2025.

Publication Date: February 5, 2026

Esco Technologies Inc. (ESE) reported fiscal first-quarter net income of $28.7 million, or $1.11 per share, with adjusted earnings of $1.64 per share. Revenue totaled $289.7 million for the period ended January 31, 2026.

Equity Residential (EQR) reported fourth-quarter results below Wall Street expectations. Funds from operations (FFO) were $399.9 million, or $1.03 per share, missing the Zacks average of $1.04 per share. Net income was $381.7 million, or $1.00 per share. Revenue of $781.9 million also underperformed the $789.3 million forecast.

FFO, a key REIT performance metric, is derived from net income with adjustments for depreciation and amortization. For the year, FFO totaled $1.56 billion, and revenue reached $3.09 billion.

For Q1 ending March 31, management expects per-share FFO of 94¢ to 98¢, and full-year FFO guidance of $4.02 to $4.14 per share.

Envista Holdings Corp. (NVST) released Q4 results showing net income of $32.9 million and adjusted earnings of 38 cents per share, exceeding Zacks Investment Research’s average analyst estimate of 32 cents per share. Revenue reached $750.6 million, beating forecasts of $675.3 million. Year-over-year, the company posted $47 million in profit, or 28 cents per share, and $2.72 billion in revenue. Management guidance for full-year 2025 earnings is $1.35 to $1.45 per share.

Encompass Health Corp. (EHC) reported fourth-quarter earnings of $146.1 million, or $1.43 per share, with adjusted net income of $1.46 per share, surpassing the average Zacks estimate of $1.29 per share. Revenue for the quarter totaled $1.54 billion, in line with forecasts. For the year, the company posted profit of $566.2 million, or $5.54 per share, and revenue of $5.94 billion. Management guidance for 2025: EPS $5.81 to $6.10 per share and revenue $6.37 billion to $6.47 billion.

The European Central Bank maintained基准 interest rates unchanged on February 03, 2026, as President Christine Lagarde said inflation is “in a good place” despite easing to 1.7% in January 2026 from 2.0% in December, driven largely by a -4.1% year-on-year drop in energy prices. Core inflation eased to 2.2%, its lowest since October 2021, while services inflation slowed to 3.2%. Lagarde stressed a data-dependent, meeting-by-meeting approach, downplaying a “one data point” narrative and signaling no immediate hawkish tilt.

Eurozone GDP rose 0.3% in Q4 2025, led by ICT and AI sectors; food inflation edged up to 2.7%. Unemployment declined to 6.2% in December. The ECB will send a reform “checklist” to EU leaders ahead of the Competitiveness Council on February 12, urging progress on banking and capital markets unions, the digital euro, strategic autonomy, and other structural reforms.

Doximity (NYSE:DOCS) reported Q4 CY2025 results exceeding revenue expectations, with sales up 9.8% year-on-year to $185.1 million. Next quarter guidance for $143.5 million was 5.2% below estimates, sending the stock down 32.5% to $22.50 in after-hours trading. Non-GAAP profit of $0.46 per share beat by 2.9% and EBITDA estimates.

Key metrics: CAC payback period 6.4 months; 29.3% CAGR over five years; 16.7% annualized growth over the past two years. With over 80% of U.S. physicians as members, Doximity’s digital platform serves healthcare professionals in collaboration, career management, and virtual visits. Analysts project 9% revenue growth over the next 12 months, down from recent years, amid potential demand headwinds.

Digital Realty Trust Inc. (DLR) reported fourth-quarter funds from operations of $650.2 million, or $1.86 per share, exceeding the $1.83 average estimate from 10 analysts surveyed by Zacks Investment Research. Funds from operations, a key REIT profitability measure that adds back depreciation and amortization, reflects net income of $88.5 million and revenue of $1.63 billion, both above Street forecasts. For the year, DLR posted funds from operations of $2.56 billion and revenue of $6.11 billion, and guidance for full-year 2026 FFO is $7.90 to $8.00 per share.

Coty Inc. (COTY) reported a fiscal second-quarter loss of $123.6 million, or 14 cents per share, on Thursday. The adjusted loss per share of 14 cents missed the average estimate of 18 cents among seven analysts surveyed by Zacks Investment Research. Revenue for the period totaled $1.68 billion, exceeding the $1.66 billion forecast of five analysts.

Boyd Gaming Corp (BYD) released Q4 net income of $140.4 million, or $2.21 per share on a non-GAAP basis, and revenue of $1.06 billion, both exceeding analyst expectations.

For the year, Boyd reported net income of $1.84 billion, or $22.56 per share, and revenue of $4.09 billion. The stock closed at $83.64, up 9% year-to-date, while it has declined roughly 2% this year.

Strategy Mag Inc. (STRAT) reported a fourth-quarter net loss of $12.4 billion, or $42.93 per share, on February 5, 2026. With Bitcoin trading around $63,000, the company’s $54.2 billion Bitcoin position is now worth $45.4 billion, yielding an unrealized loss of nearly $9 billion. The average acquisition price of its holdings is $76,000, below current prices.

STRAT’s shares closed at $107 on February 5, their lowest in 18 months, down 17% from the prior day and 76% from a $457 high set last year. The firm holds 713,502 Bitcoin and has raised $2.25 billion in cash reserves to service preferred shares and convertible debt, including a $3.4 billion STRC variable-rate preferred share with an 11.25% monthly coupon.

Its mNAV ratio, a measure of enterprise value to market value of Bitcoin holdings, is 1.1, indicating the company is valued at a discount to its BTC since late November. Analysts on Myriad priced a 32% chance of a sale this year, up from 10% a week earlier.

Atlassian Corporation Plc (TEAM) reported a fiscal second-quarter loss of $42.6 million, or 16 cents per share, with adjusted earnings of $1.22 per share. Revenue reached $1.59 billion, both exceeding analyst forecasts of $1.12 and $1.54 per share, respectively.

Arrowhead Research Corp. (ARWR) reported fiscal first-quarter net income of $30.8 million, up from a loss in the same period last year, with earnings of 22 cents per share. Results missed expectations: the average of seven Zacks analysts' forecasts was 60 cents per share for EPS, and $295.3 million for revenue, versus actuals of $264 million. Shares fell 3% year-to-date and closed at $64.64 as of February 5, 2026, reflecting the earnings miss.

Amazon (AMZN) shares fell as much as 10% in after-hours trading following Q4 results that included a $200 billion capital expenditure plan for 2026, up from a mid-$140B Street estimate. The company beat revenue and EPS expectations, with AWS growth at its fastest in 13 quarters and custom chips surging, but the guidance raised free cash flow and return-on-invested-capital concerns. Q1 operating cash flow rose 20% to $139.5B, while free cash flow fell to $11.2B, pressured by $50.7B in PPE for AI. The capex assumes strong long-term returns but also includes $1B of incremental “Amazon Leo” and higher execution costs, pushing investors to question whether the spending reflects customer-driven demand or competitive urgency. AWS remains the emotional centerpiece of the earnings, contributing about 60% of operating profit and amplifying the timing of when the spending pays off.

Amazon reported Q4 net income of $21.2B, or $1.95 per share, on revenue of $213.4B, missing estimates of $20B and $1.97 per share. Revenue up 14% YoY. AWS revenue rose 24% to $35.6B, the fastest growth in 13 quarters. The company plans $200B in capital spending this year, up from $125B, focusing on AI, robotics, semiconductors, and satellites. Shares fell nearly 9% in after-hours trading.

Adaptive Biotechnologies Corp. (ADPT) released Q4 results showing a loss of $13.6 million, or 9 cents per share, outperforming the Zacks average estimate of 19 cents per share. Revenue for the quarter totaled $71.7 million. For the year, the company reported a loss of $59.5 million, or 39 cents per share, with revenue reaching $277 million. ADPT shares rose to $16.46 at the close of trading on February 5, 2026, reflecting a more than doubling over the past 12 months.

U.S. equities closed sharply lower on Thursday, February 5, 2026, as a tech-driven selloff spread to cryptocurrencies and metals. The Dow Jones fell 592.58 points, or 1.2%, to 48,908.72; the S&P 500 declined 84.32, or 1.23%, to 6,798.4; and the Nasdaq fell 363.993, or 1.59%, to 22,540.586. The tech-heavy FANG+ and the Philadelphia Semiconductor Indices were among the steepest decliners.

Crypto and precious metals also suffered: major cryptocurrencies declined over 10%, Bitcoin fell to $63,000, its 2024 low, erasing gains since the start of Trump’s second term; silver plunged 17% on reports of Chinese selling pressure.

Macroeconomic signals of softening labor markets—higher initial claims for unemployment benefits, the lowest nonfarm payroll缺口 since 2020, and the weakest 1月 layoff announcements since 2009—added to the sell-off. Investors await the upcoming nonfarm payrolls report on Wednesday, February 13, for further clarity on trends.

Key个股 included Meta up 0.18%, Apple down 0.21%, Alphabet down 0.54%, Microsoft down 4.95%, and Amazon down 4.42%. Semiconductor components were hit hard, with AMD down 3.84%, Broadcom up 0.80%, NVIDIA down 1.33%, Applied Materials up 2.15%, Qualcomm down 8.46%, and Micron up 0.92%.

Alphabet announced 2026 capital expenditures of $185 billion, exceeding expectations, while Qualcomm’s weakness followed a forecast below estimates and a guidance cut citing memory chip shortages压抑ing handset sales.