Iridium (IRDM) is scheduled to release Q4 results Thursday, February 13, 2026, before market open. Last quarter, the satellite communications provider posted revenue of $226.9 million, up 6.7% year on year, and 1.99 million subscribers, a 4.7% increase. It outperformed on both revenue and earnings versus analyst estimates.

This quarter, revenue is expected to rise 3.3% YoY to $219.9 million; adjusted EPS is forecast at $0.25 per share, continuing a two-year streak of revenue-beating the average of 2.1%. Peer context: Viasat (VSAT) grew 3% YoY and outperformed estimates by 1%, while Lumen (LMNT) declined 8.7% YoY and underperformed.

In a volatile environment, Iridium is up 3.8% over the past month versus a -2.6% average for the telecommunication services sector. The average analyst price target is $28.13, compared to the current share price of $20.33.

IPG Photonics (NASDAQ:IPGP) reports Q4 results before the bell on February 14, 2026. The firm posted revenue of $250.8 million, up 7.6% YoY and 5% over estimates, and beat EPS and adjusted operating income guidance. For Q4 2025, analysts expect revenue to rise 6.5% YoY to $249.6 million and adjusted EPS of $0.25, down from a 21.6% YoY decline in the same quarter of 2024. IPG shares trade at $111.49 with an average analyst price target of $96.92, up 45.8% versus the 10.2% average gain in the broader semiconductor manufacturing peer group over the past month.

Howmet Industries (NYSE:HWM) is scheduled to release its Q4 earnings before market open on February 14, 2026. Last quarter, the aerospace and defense firm revenue rose 13.8% YoY to $2.09 billion, beating analyst expectations by 2.3%. For Q4 2025, analysts expect revenue to grow 12.1% YoY to $2.12 billion, up from 9.2% in the same quarter of 2024, with adjusted earnings per share forecast at $0.97.

Over the past 30 days, coverage analysts have generally reaffirmed estimates, and the company has exceeded Wall Street revenue expectations twice in the past two years, averaging a 2.2% beat. Howmet shares are up 2.2% over the past month, trading at $224.97 versus an average analyst price target of $246.75. Peer performance includes Boeing’s 57.1% YoY revenue growth and Woodward’s 29% increase, with Boeing down 2.8% and Woodward up 13.4% following their respective results.

Flowers Foods (NYSE:FLO) reports results Thursday after the bell. Last quarter, revenue hit $1.23B, up 3% YoY, but missed estimates for EBITDA and adjusted operating income. This quarter, revenue is forecast to rise 10.7% YOY to $1.23B; adjusted EPS is expected at $0.15. The company is up 11.5% in the last month, trading at $11.90 with an average analyst price target of $13. Tyson Foods beat estimates with 5.1% revenue growth; Cal-Maine declined 19.4% and was down 4.6% post-results.

Expedia (NASDAQ:EXPE) will report earnings this Thursday, February 13, following the close of market. Last quarter, the company beat revenue expectations by 2.9% to $4.41B, up 8.7% YoY, and outperformed on EBITDA and guidance. For Q1 2026, analysts expect revenue to grow 7.3% YoY to $3.42B and adjusted EPS of $3.37/share, down from 10.3% and a strong beat, respectively, in the same quarter last year.

Key context: 108.2 million nights booked, up 11.1% YoY. Peers like Electronic Arts and Reddit posted strong revenue gains but saw share declines. Macroeconomic uncertainty, including trade policy and corporate tax discussions, pressures growth. Over the past month, Expedia is down 17%, with an average analyst price target of $290.03 versus its current $242.26.

Thursday, February 12, 2026 — Instacart (NASDAQ:CART) reports results after the bell. For Q3 2025, the company posted revenue of $939 million, up 10.2% year-on-year and 0.5% over estimates, and outperformed on an adjusted EBITDA basis. Looking ahead, analysts expect revenue to rise 10.1% YoY to $972.2 million and adjusted EPS of $0.95, in line with the 10% growth seen in the same quarter last year.

Over the past month, Instacart is down 15.9%, trading at $34.78 versus an average analyst price target of $49.96. Peer performance provides context: Electronic Arts shares fell 2.3% after a 61.8% revenue beat, and Reddit was down 7.4% after a 69.7% revenue surprise. Macroeconomic uncertainty, including trade policy and tax discussions, remains a headwind for growth.

Granite Construction (NYSE:GVA) will report Q4 earnings on Thursday, February 12, 2026, before market open. Last quarter, the company earned $1.43B in revenue, up 12.4% year-on-year, but missed revenue expectations by 4.5%. For Q4, analysts expect revenue to rise 18.3% y/y to $1.16B and adjusted EPS of $1.38/share. The company has missed Wall Street’s revenue estimates four times in the past two years, while peers posted strong gains—Construction Partners up 44.1% y/y and Matrix Service up 12.5% y/y. GVA is up 8.1% over the last month, trading at $132.91 vs an average analyst price target of $135.20.

Bright Horizons (NYSE:BFAM) reports earnings on April 14, 2026. Last quarter, the company posted revenue of $802.8 million, up 11.6% year on year, and beat revenue and EPS expectations. For Q4 2025, analysts expect revenue to grow 7.7% YoY to $726.3 million and adjusted EPS of $1.12 per share. Bright Horizons has exceeded Wall Street’s revenue estimates an average of 1.4% over the past two years, with estimates largely unchanged recently. Shares trade at $85.13 vs an average analyst price target of $127.33, while peers UTI and Adtalem posted YoY revenue growth of 9.6% and 12.4%, respectively, with UTI down 11.2% and Adtalem down 7% following their results.

BGC Group (NASDAQ:BGC) will report Q4 results on February 14, 2026, before the market open. The firm posted revenue of $703 million, up 31.2% year-on-year, but 4.5% below analyst estimates. For Q4 2026, the average revenue forecast is $750.9 million, up 37% from 2025, and adjusted EPS of $0.29 per share. Analysts have confirmed their estimates recently, though BGC has missed Wall Street revenue guidance six times in the past two years.

Peer context: Moelis gained 1.1% after reporting 11.2% YoY revenue growth, beating estimates by 10 percentage points; Evercore rose 3.7% on 32.4% revenue growth, exceeding estimates by 16 percentage points. The investment banking and brokerage sector underperformed last month (-3.5% average), while BGC was up 3.4% and has an average analyst price target of $14.50 versus a current share price of $9.09.

Artivion (NYSE:AORT) reports fourth-quarter results on Friday, February 14, 2026. Last quarter, the medical device company earned $113.4 million in revenue, 18.4% higher than the prior-year period and 2.6% above analyst expectations. For Q4, revenue is forecast to rise 20.2% year on year to $117 million, with adjusted earnings per share expected at $0.18.

Analysts have averaged their estimates over the past 30 days, and the company has beaten revenue expectations in 22 of 24 quarters since 2024, with a 2.4% average outperformance. Peer performance is mixed: Envista (+17.8%) outpaced guidance, while Neogen (-2.8%) exceeded estimates despite a revenue decline.

Artivion is down 4.1% over the past month versus a -3.7% average for healthcare equipment and supplies stocks; its average analyst price target is $51.71, compared to a current share price of $40.94.

Restaurant Brands (NYSE:QSR) will report Q4 earnings on Thursday, February 14, 2026, before the bell. Last quarter, the company recorded revenue of $2.45 billion, up 6.9% year-on-year, and topped both revenue and same-store sales estimates. For this quarter, analysts expect revenue to grow 5.2% year-on-year to $2.41 billion, with adjusted earnings of $0.95 per share, down from the 26.2% increase in the same quarter last year. Analysts have generally reaffirmed their estimates recently, though the company has missed Wall Street revenue guidance three times in the past two years. Peers Yum China and Yum! Brands posted revenue gains of 8.8% and 6.4%, respectively, while Restaurant Brands is up 3% versus -2.8% for the sector over the last month, with an average analyst price target of $78.31 versus a current share price of $70.80.

Ingersoll Rand (NYSE:IR) will report fourth-quarter earnings Thursday, February 13, 2026, after the market closes. The company posted revenue of $1.96B and adjusted operating income exceeding estimates in Q3, but full-year EBITDA guidance missed expectations.

For Q4, revenue is forecast to rise 7.3% YoY to $2.04B, versus $1.90B in the same quarter last year. Adjusted EPS is expected at $0.90/share. The stock trades at $97.57 with an average analyst price target of $90.17.

In the gas and liquid handling peer group, Flowserve and Gorman-Rupp posted revenue growth of 3.5% and 2.4%, respectively, with Flowserve shares up 8.2% and Gorman-Rupp up 10.3% following their results. The sector averaged 8.6% gains in the past month, while Ingersoll Rand is up 12.7% during the same period.

Hyatt Hotels (NYSE:H) will report Q4 earnings Thursday, February 13, 2026, before market open. Last quarter, the company recorded revenue of $1.79 billion, up 9.6% year-on-year, but missed revenue expectations by 1.7% and both EPS and full-year EBITDA guidance.

Analysts expect revenue to rise 12.2% year-on-year to $1.80 billion in Q4, reversing a 3.5% decline in the same quarter of 2024, with adjusted earnings at $0.34 per share. Over the past 30 days, analysts have generally confirmed their estimates; the company has missed revenue guidance three times in the past two years.

In the travel and vacation providers segment, Royal Caribbean and Marriott posted positive results recently, with Royal Caribbean up 11.3% and the sector-average share price down 1.6% over the last month. Hyatt Hotels is up 3.2% during the same period and trades at $169.10 with an average analyst price target of $175.91.

Dutch Bros (NYSE:BROS) will report earnings after the market closes on Thursday, February 13, 2026. Last quarter, the coffee chain topped revenue and same-store sales expectations, recording $423.6 million in revenue, a 25.2% year-on-year increase, and adjusted earnings of $0.10 per share. For this quarter, analysts expect revenue of $424.7 million, a 23.9% YoY growth, and adjusted EPS of $0.10, down from a 34.9% YoY increase in the same quarter last year. The company has beaten revenue estimates by an average of 3.9% over the past two years. Traditional food-service peers outperformed last month, with Yum China up 9.7% and Yum! Brands up 1.5% following respective earnings. Dutch Bros is down 10.2% in the same period and trades at $55.23 versus an average analyst price target of $77.10.

Diebold Nixdorf (NYSE:DBD) reports results Thursday before market open. Last quarter, the company posted $945.2 million in revenue, 2% higher than the prior year and 0.8% above consensus. It beat EPS estimates and narrowly beat revenue guidance.

For Q4 2026, analysts expect revenue to grow 12.1% year on year to $1.11 billion, up from a 4.7% decline in the same quarter of 2025. Adjusted EPS is forecast at $1.65 per share. Over the past 30 days, analyst estimates have remained stable. Diebold Nixdorf is up 5% over the past month versus a -2.6% average gain for IT services and other tech peers.

Key context: The company trades at $71.90 with an average analyst price target of $79. Peer comparison shows Super Micro with 123% YoY revenue growth and Xerox with 25.7% revenue up but missing estimates by 0.9%.

Crocs (NASDAQ:CROX) will report results Thursday, Feb 13, 2026, before market open. Last quarter, the company posted $996.3M in revenue, 3.3% ahead of expectations and 6.2% lower year on year; adjusted EPS guidance for Q1 exceeded estimates, as did revenue guidance. For Q1, revenue is forecast to decline 7.2% YoY to $918.2M, versus $1.91 EPS guidance.

Analysts have confirmed their estimates over the past 30 days; the company has missed Wall Street revenue expectations only once in the past two years. In the consumer discretionary sector, Deckers (DECK) and MasterCraft (MSTR) posted double-digit revenue growth last quarter, with DECK up 19.5% and MSTR up 8.6% in after-hours trade.

Crocs is down 4.1% over the last month, while the average analyst price target is $89.75 versus its current share price of $83.52.

Commerce (NASDAQ:CMRC) will report earnings this Thursday, February 13, 2026, before market open. Last quarter, the e-commerce software company beat EBITDA estimates while revenue of $86.03 million grew 2.8% year-on-year; next-quarter revenue guidance is in line with analyst expectations.

For this quarter, analysts expect revenue to rise 3.7% YoY to $90.26 million and adjusted earnings of $0.07 per share. Recent peer results show Freshworks up 14.5% YoY and ZoomInfo up 3.2% in revenue, with ZoomInfo down 9.5% on results.

Over the past month, sales and marketing software shares are down 16.8% on average; Commerce is down 27.4%, with an average analyst price target of $6.50 versus its current share price of $3.02.

Coinbase (NASDAQ:COIN) reports results Thursday after the bell. Q4 revenue is expected to reach $1.87 billion, up 55.1% year on year, and beat analyst estimates by $31 million. The company posted 9.3 million monthly active users, a 19.2% increase YoY. Analysts project revenue to decline 19.2% YoY to $1.84 billion and adjusted EPS of $0.99 per share.

Last quarter’s revenue of $1.87 billion reflects a 138% YoY increase from Q4 2024, while peers like Robinhood (revenue +26.5% YoY, -$3.9B miss) and Electronic Arts (revenue +61.8%, +$29.4B beat) provided mixed benchmarks. Coinbase is down 34.2% in the last month versus an average analyst price target of $327.98, trading at $160.28. The company has outpaced Wall Street on revenue and EBITDA in recent quarters.

CBRE (NYSE:CBRE) reports earnings Thursday, Feb. 16, 2026. Last quarter, the firm generated $10.26 billion in revenue, up 13.5% YoY, and beat revenue and EPS estimates. Analysts now expect revenue to rise 12.1% YoY to $11.66 billion, and adjusted earnings of $2.68 per share. CBRE has missed revenue estimates just once in the past two years, averaging a 2.4% beat. Peer performance is mixed: Zillow (+18.1% YoY revenue, +0.5% beat), Forestar Group (+9% YoY revenue, +2.1% beat) declined 6.2% on results. CBRE is up 2.7% over the past month, with an average analyst price target of $185.33 versus its current $170.38.

Baxter International (NYSE:BAX) reports earnings Thursday before market open. Fourth-quarter revenue is expected to rise 2.2% year-on-year to $2.81 billion, up from $2.84 billion in Q4 2024, while adjusted EPS is forecast at $0.54 per share. The company missed revenue guidance and full-year EPS expectations, and its Q4 revenue fell 1.4% versus the prior period. Analysts have confirmed estimates recently, while the broader medical devices and supplies sector underperformed last month (-3.7%) versus Baxter’s +8.3% and an average price target of $22.90 versus its current $21.82 share price.