Incyte lowered its 2026 revenue guidance to a range of $4.77B-$4.94B, below analysts’ average of $5.52B, as Opzelura is forecast to generate $750M-$790M, underperforming expectations of $801.5M. This weak outlook intensifies concerns about offsetting Jakafi’s patent expiration in 2028, with the company projecting 2026 Jakafi sales of $3.22B-$3.27B. Fourth-quarter Jakafi sales rose 7% to $828.2M,(Opzelura sales up 28% to $207.3M). Q4 adjusted earnings were $1.80 per share, missing $1.93, while revenue of $1.51B included a $100M milestone payment. Pre-market shares of INCY fell over 4%.

Incyte Corporation (NASDAQ:INCY) reported Q4 CY2025 revenue of $1.51 billion, 27.8% higher than the prior-year period and $111 million above estimates. Non-GAAP profit of $1.80 per share was 6.1% below analyst consensus.

Relative to a 17.9% annualized revenue growth over the past two years and a 14% CAGR over five years, this quarter’s results reflect strong momentum. Sell-side analysts project 7.3% revenue growth over the next 12 months and a 19.1% increase in full-year adjusted EPS to $6.79.

Q4 operating margin contracted to 22.3% from 25.6% YoY as expenses outpaced sales, and shares fell 3.8% to $105.50 on the report. Long-term fundamentals remain strong, with a 17.3% average operating margin over five years and a positive EPS trendline. The stock is rated Buy by 2 of 3 analysts with a median price target of $110.

Masco Corp. (MAS) released Q4 results showing net income of $165 million, or 80 cents per share, with adjusted earnings of 82 cents per share, exceeding the 78 cents per share average estimate from eight analysts surveyed by Zacks Investment Research.

Revenue for the quarter totaled $1.79 billion, missing the $1.83 billion forecast, while full-year profit was $810 million, or $3.86 per share, on $7.56 billion in revenue.

The company now expects full-year 2025 earnings of $4.10 to $4.30 per share.

Masco (NYSE:MAS) reported Q4 CY2025 revenue of $1.79 billion, 1.9% below year-on-year and 6.4% below consensus, as organic revenue declined 1.5%YoY over the last two years. Non-GAAP EPS of $0.82 beat by 3.2% and operating margin contracted 2 percentage points to 13.8% on higher expenses.

Key context: The company posted 5.1% CAGR in EPS over five years, offset by a 2.6% annual revenue contraction and a 1% annualized growth rate. Share repurchases reduced the share count by 54.9%, but EPS did not grow over the last two years.

Looking ahead, sell-side analysts average 3.2% revenue growth and 5.7% EPS expansion over the next 12 months, though both lag the industrials sector. The stock rose 4.7% to $74.98 on the earnings release.

Marriott International Inc. (MAR) released Q4 results on February 10, 2026, reporting net profit of $445 million or $1.65 per share, with adjusted earnings of $2.58 per share. Revenue reached $6.69 billion, exceeding the $6.68 billion average estimate. Earnings missed the $2.64 per-share average, while revenue surpassed it. For the year, the company posted profit of $2.6 billion or $9.51 per share, with revenue of $26.19 billion. For Q1 ending March 31, it expects EPS of $2.50 to $2.55 and full-year earnings of $11.32 to $11.57 per share.

Marriott International (NASDAQ:MAR) reported Q4 CY2025 revenue in line with estimates, up 4.1% year-on-year to $6.69 billion, with non-GAAP EPS at $2.58 per share, 1.5% below consensus.

Key metrics: RevPAR $182.43; operating margin 11.6% for Q4; revenue growth 5.1% over the past two years. Long-term sales CAGR of 19.9% vs. sector-average tailwinds, but recent two-year growth is below historical and guidance implies modest 12-month top-line expansion.

Looking ahead, sell-side analysts project revenue up 5.5% and full-year EPS of $10.02, reflecting 13.6% growth. The stock rose 3.4% to $342.47 in after-hours trading following the report.

Hasbro (NASDAQ:HAS) reported Q4 CY2025 revenue of $1.45 billion, up 31.3% year-on-year, and non-GAAP EPS of $1.51, 59.3% above consensus. The stock closed flat at $97.35 after the report.

Supporting context: The company serves three segments—Consumer Products (43.6%), Entertainment (55.3%), and Wizards & Digital Gaming (1.1%). Entertainment revenue grew 4,671% YoY over the last two years, while Consumer Products and Wizards & Digital Gaming declined 24.5% and 95.4%, respectively. Q4 operating margin expanded 15.1 pp to 20.6%.

Long-term fundamentals show EPS CAGR of 8.1% vs revenue declines of 3.1% over the past two years. Despite strong Q4 performance, sell-side analysts project flat revenue and a 4.2% contraction in full-year EPS to $5.53.

Gilat Satellite Networks Ltd. (GILT) reported net income of $8.8 million for Q4, or 13 cents per share, with an adjusted net income of 20 cents per share. Revenue for the quarter totaled $137 million. Year-over-year highlights: full-year profit of $20.7 million, or 34 cents per share, on revenue of $451.7 million. The company expects full-year revenue of $500 million to $520 million.

Entegris (NASDAQ:ENTG) reported Q4 CY2025 revenue of $823.9 million, 3.1% lower than the prior-year period but 1.4% above Wall Street estimates, with non-GAAP profit of $0.70 per share 5.4% above consensus. Guidance for Q1 CY2026 is $805 million at the midpoint, 2.3% above estimates.

CEO Dave Reeder attributed the year-over-year decline to continued strength in liquid filtration, selective etch, and CMP consumables, with free cash flow improving and deleveraging expected in 2026. The company serves leading fabs and posted a 11.4% CAGR in sales over the past five years, while DIO of 126 is 5 days below its five-year average, indicating no inventory buildup.

Looking ahead, sell-side analysts average a 6% CAGR in revenue through 2026, below sector average. The stock rose 2.5% to $125.47 in after-hours trading following the report.

Datadog (NASDAQ:DDOG) beat expectations in Q4 CY2025, reporting 29.2% YoY revenue to $953.2 million and non-GAAP profit of $0.59/share, 6.3% above consensus. Guidance for Q1 CY2026 at the midpoint is $956 million, 2.3% above estimates. The stock surged 8.7% to $124.35 in after-hours trading.

Key metrics: Q4 billings reached $1.21 billion, up 28% MoM; 4,310 enterprise customers paid more than $100,000 annually, a 250-qoq increase. Sales averaged 41.5% CAGR over five years and 26.9% over two years, with a 25.5% YoY sales growth forecast for Q1.

Date: February 10, 2026

Coca-Cola (NYSE:KO) reported Q4 CY2025 revenue of $11.82 billion, up 3.7% year-on-year, but missed revenue guidance and produced non-GAAP earnings of $0.58 per share, 2.7% above consensus. Organic sales volume rose 1% in the quarter, outpacing historical averages, while flat volumes over the past two years suggest price increases accounted for much of prior organic growth.

The stock fell 3.8% to $75.01 in after-hours trading. Looking ahead, 12-month revenue growth is forecast at 6% by sell-side analysts, above the sector average. Coca-Cola’s $48.07B trailing-12-month revenue highlights its scale, which provides distribution leverage but limits top-line expansion without pricing changes, innovation, or new markets.

Blackbaud Inc. (BLKB) reported fourth-quarter net income of $36.7 million, or 76 cents per share, after a loss in the same period a year earlier. Adjusted for stock option expense and non-recurring costs, earnings were $1.19 per share. Revenue for the quarter totaled $295.3 million. For the year, the company posted net income of $115 million, or $2.37 per share, and revenue of $1.13 billion. Blackbaud shares fell 24% year-to-date and 38% over the past 12 months as of February 10, 2026, 12:21 UTC.

InMode Ltd. (INMD) released results for the fourth quarter, reporting net income of $27 million and 42 cents per share, or 46 cents per share on an adjusted basis. Revenue reached $103.9 million. For the year, the company posted net income of $93.8 million, or $1.43 per share, and revenue of $370.5 million. Management guidance for full-year 2026 indicates earnings per share of $1.43 to $1.48, with revenue expected between $365 million and $375 million.

Incyte Corp. (INCY) released Q4 earnings of $299.3 million, or $1.46 per share GAAP, and $1.80 per share adjusted. Revenue reached $1.51 billion, exceeding forecasts, while net income missed the average analyst estimate of $1.94 per share. Year-over-year, the specialty drugmaker posted profit of $1.29 billion, or $6.41 per share, on revenue of $5.14 billion.

Fiserv Inc. (FISV) reported fourth-quarter profit of $811 million, or $1.99 per share, adjusted for one-time items, exceeding Zacks Investment Research’s $1.90 per share estimate. Revenue for the quarter was $5.28 billion; adjusted revenue of $4.9 billion missed forecasts of $4.95 billion. Year-over-year, the company posted profit of $3.48 billion, or $6.34 per share, on revenue of $19.8 billion. Management guided to full-year earnings of $8.00 to $8.30 per share for 2025 (February 10, 2026).

Entegris Inc. (ENTG) reported fourth-quarter net income of $49.4 million, or 32 cents per share, with adjusted earnings of 70 cents per share, exceeding analyst estimates of 67 cents. Revenue for the quarter was $823.9 million, above the $814.6 million average forecast. Year-over-year results: profit of $235.6 million, or $1.55 per share, and revenue of $3.2 billion. For Q1 ending March 31, the company expects earnings of 70–78 cents per share and revenue of $785 million–$825 million.

Coca-Cola (KO) reported global unit case volumes rose 1% in Q4 (October-December 2025), led by gains in the U.S., Japan, and Brazil, reversing several quarters of flat or declining sales. North America unit volumes increased 1%. The company raised prices 4% in North America and 1% globally during the quarter, driving revenue up 2% to $11.8 billion. Net income climbed 3% to $2.3 billion, with adjusted earnings of 58 cents per share, beating a FactSet median of $2.27. However, results missed Wall Street expectations of $12.05 billion in quarterly revenue. Shares fell nearly 4% pre-market as the leadership transition begins: James Quincey will step down as CEO to become executive chairman, with Henrique Braun succeeding him on March 31.

Harley-Davidson Inc. (HOG) released results Tuesday showing a fourth-quarter loss of $279.3 million, or $2.44 per share. The company recorded revenue of $496.2 million, with adjusted revenue at $390.5 million, both below analyst expectations of $927 per share and $527.3 million, respectively. For the year, the company reported a profit of $338.7 million, or $2.78 per share, and revenue of $3.6 billion.

Fiserv (FISV) reported fourth-quarter adjusted profit per share of $1.99, beating estimates of $1.90, as expense discipline outpaced revenue growth. The results cap a volatile 2025 defined by leadership changes, a reset in growth expectations, and a 12-month share price decline of 74%. Pricing on debit transactions was revised to strengthen client acquisition and reduce reliance on short-term initiatives.

Adjusted revenue was flat at $4.90 billion; interest expense of $375 million and adjusted operating income of $1.71 billion both beat estimates. The firm repurchased $200 million in shares in Q4.

For 2026, Fiserv forecasts full-year adjusted EPS of $8 to $8.30, versus $8.19 expected, and organic revenue growth of 1% to 3%. CFO Paul Todd said the company is focusing on disciplined investment and efficiency to improve performance.

The U.S. Bureau of Labor Statistics will release the January 2026 employment report at 8:30 a.m. ET on February 13, 2026, following a brief government shutdown. The report will include an annual benchmark revision that could significantly revise prior months' gains.

Economists expect about 80,000 net新增 jobs in January and the unemployment rate to remain at 4.4%. Last year's gains were among the weakest since 2003, with December gains averaging for the year and a low unemployment rate.

Key factors: aging Baby Boomers, slower population growth, reduced immigration and deportations; post-pandemic over-hiring, policy uncertainty, and a shift toward AI and equipment to boost productivity. Weaker holiday hiring and milder early weather may lift construction employment seasonally.

The preliminary annual benchmark for the 12 months ended March 2025 suggested about 911,000 fewer jobs than initially estimated, or roughly 76,000 per month. The final revision is expected to be a large downward adjustment, potentially about 700,000, reflecting lower survey response rates, changes in the birth-death model, and immigration measurement gaps. These adjustments affect about a tenth of a percentage point in overall employment but reflect the evolving labor market.