Crocs Inc. (CRO) released January earnings, reporting a decline in both revenue and net income for the fourth fiscal quarter ended January 31, 2026. Revenue fell 8.2% to $162.5 million, and net loss widened to $1.2 million, compared to a net loss of $0.8 million in the same period last year. The company cited soft demand and continued supply chain disruptions as primary reasons. EPS was -$0.08 per share, versus -$0.06 in the prior-year quarter. The stock closed at $14.25 on February 12, 2026, down 2.1% for the session.

Restaurant Brands International (RBI) will host its Q4 2025 earnings conference call at 8:30 AM Eastern Time on February 27, 2026. The call will cover fiscal 2025 results, recent performance, and guidance for the first quarter of 2026. The company will provide a live webcast on its investor relations page, with a replay available via the same channel. The meeting will focus on revenue, net sales, and operating margin updates, with management commentary on recent menu launches and geographic performance.

Kimco Realty (KMR) will host its Q4 2025 earnings conference call at 8:30 a.m. ET on Friday, February 14, 2026. The call is open to investors and analysts to review fourth-quarter results, year-end financial performance, and guidance for 2026. Key participants include the company’s CFO and CEO, with a live webcast available on the company’s investor relations page and a replay accessible via the same channel.

P10 Inc. (NASDAQ: P10) will host its Q4 2025 earnings conference call at 08:30 AM Eastern Time on February 12, 2026. The call will review fourth-quarter financial results and the company's performance for the year. Management will discuss revenue, gross profit, and operating expenses, with a focus on the impact of recent product launches and strategic initiatives. The live webcast will be available on the company's investor relations page, and a replay will be archived for 90 days.

Crocs Inc. (CROX) will host its Q4 2025 earnings conference call at 8:30 a.m. ET on Friday, February 14, 2026. The call is scheduled to review fourth-quarter results, including revenue, net income, and guidance for 2026. Management will discuss recent performance, strategic initiatives, and future outlook. The live webcast will be available on the company’s investor relations page, followed by a replay on the same platform.

As of February 6, 59% of S&P 500 (^GSPC) companies have released fourth-quarter earnings, according to FactSet. Analysts estimate a 13% increase in earnings per share for Q4, on pace for the 10th consecutive quarter of annual earnings growth and the fifth consecutive quarter of double-digit gains. Expectations for Q4 EPS growth stand at 8.3%, down from 13.6% in the third quarter, reflecting higher forecasts, especially for technology firms. Key themes—AI investment, policy shifts under the Trump administration, and a K-shaped consumer economy—continue to shape market expectations. This week’s reports from Coca-Cola (KO), Spotify (SPOT), Robinhood (HOOD), Lyft (LYFT), Ford (F), Rivian (RIVN), Moderna (MRNA), Airbnb (ABNB), and Coinbase (COIN) will be closely watched.

Lincoln Electric Holdings Inc. (LECO) reported fourth-quarter earnings of $136 million, or $2.45 per share, with adjusted earnings of $2.65 per share, exceeding the average Zacks forecast of $2.53. Revenue for the quarter was $1.08 billion, slightly below the $1.09 billion estimate. For the year, the company posted net profit of $520.5 million, or $9.32 per share, and revenue of $4.23 billion.

Bruker (NASDAQ:BRKR) reported Q4 CY2025 revenue of $977.2 million, flat year-on-year and 1.4% above Wall Street estimates. The company raised full-year revenue guidance to $3.59B at the midpoint, 3.1% above consensus. Non-GAAP EPS of $0.59 missed by 10.9% but represents a 6.3% CAGR over five years.

Supporting context: Organic revenue over the past two years was flat, suggesting growth was partly driven by acquisitions and foreign exchange. Operating margin for Q4 was 7.8%, down from 10.9% average over five years, reflecting higher expenses and pricing pressure. EPS growth lagged revenue expansion, with adjusted EPS down from $0.76 in Q4 2024.

Analysts project 1.5% CAGR for revenue and 16.7% full-year EPS growth through 2026. The stock closed flat at $42.38 after the report, with guidance likely to weigh on near-term sentiment. Long-term performance remains mixed, with a 11.6% CAGR in revenue over five years outpaced by a steeper decline in operating margins.

Iridium Communications Inc. (IRDM) reported fourth-quarter net income of $24.9 million, or 24 cents per share, outperforming the average Zacks analyst estimate of 23 cents per share. Revenue for the quarter was $212.9 million, below the $219.6 million forecast. For the year, the company posted profit of $114.4 million, or $1.06 per share, and revenue of $871.7 million.

CBRE (NYSE:CBRE) reported Q4 CY2025 revenue of $11.63 billion, up 11.8% year-on-year, in line with analyst expectations. Non-GAAP adjusted EPS of $2.73 beat by 2% versus $2.32 in the same quarter last year, while revenue guidance was missed.

Over five years, CBRE has delivered 11.2% CAGR in revenue and 14.3% in EPS, outpacing the recent 12.7% two-year revenue growth. However, its Advisory Services segment lagged with an 8.3% YoY decline over the past two years, and operating margins averaged 4.2% in the last two years, signaling a suboptimal cost structure.

Looking ahead, sell-side analysts project 11.4% revenue growth and 14.8% EPS expansion over the next 12 months. The stock closed at $152.60, up 2.1% on the earnings report.

Belden Inc. (BDC) reported fourth-quarter net income of $67.9 million, or $2.08 per share on an adjusted basis, with revenue of $720.1 million. Year-over-year results: profit of $237.5 million, or $5.91 per share; revenue of $2.72 billion. For the fiscal first quarter ending March 31, the company expects per-share earnings of $1.65 to $1.75 and revenue of $675 million to $690 million. Belden’s shares rose 22% year-to-date and 26% in the past 12 months as of February 12, 2026.

Howmet Aerospace (NYSE: HWM) topped Q4 CY2025 revenue expectations, reporting sales of $2.17 billion, up 14.6% year-on-year. Non-GAAP EPS reached $1.05, 8.7% above consensus, and guidance for Q1 CY2026 is $2.24 billion at the midpoint, reflecting 15.1% year-over-year growth. Adjusted EBITDA rose 29% to $653 million, and free cash flow for 2025 totaled $1.43 billion.

Key highlights: Engine products revenue grew 14.8% YoY over two years; Fastening systems 13.9%. The company’s share count declined 7.8% over five years, and operating margin was 22.6% in Q4, up 9.7 percentage points from five years ago. Sell-side analysts project 11% revenue CAGR and 17.9% full-year EPS growth for 2026.

Data: Feb 12, 2026 (Publication Date)

Grace Therapeutics (GRCE) reported a net loss of $2.3 million in fiscal third quarter, ending February 3, 2026, with a loss of 14 cents per share. The result reflects continued investment in clinical trials and product development, with no revenue reported for the period.

Social Security miscalculations can have long-term household consequences. The most critical error is filing for benefits too early (e.g., age 62) when the higher earner is the primary breadwinner. Doing so locks in a smaller benefit that becomes the surviving spouse’s income after the first death. Social Security is effectively a joint-and-survivor annuity, not a solo retirement payment.

When the first spouse dies, household income typically drops 33%–50%. A study found that waiting to claim Social Security for a full-benefit year cuts the risk of a widow falling into the lowest 5% income bracket by about 12% per year waited. Coordination of claims and modeling one-check scenarios can turn Social Security into durable lifetime support rather than a source of vulnerability.

Markets are underpricing the persistence of US inflation, according to Citigroup’s rates desk, with trading opportunities pricing in a faster pickup in inflation more attractive than warranted.

Benjamin Wiltshire, a Citigroup rates trading strategist, said expectations for inflation are likely to be revised slightly higher. He recommends buying five-year inflation forwards trading near 2.5%, below the roughly 3% level of the underlying inflation measured by the Federal Reserve.

The remarks followed stronger-than-expected US employment data on February 9, 2026, that drove Treasury yields higher as traders cut the prospect of Fed rate cuts this year. On February 12, 2026, 10-year yields eased one basis point to 4.17% as traders awaited initial jobless claims and Friday’s January CPI figures. Wiltshire noted a reluctance to price additional inflation risk, given disappointing pass-through from last year’s tariffs, and said the inflation premium remains underpriced.

Baxter International Inc. (BAX) reported a fourth-quarter loss of $1.13 billion, or $2.19 per share, with adjusted earnings of 44 cents per share, missing analyst estimates of 53 cents per share. Revenue reached $2.97 billion, exceeding the $2.79 billion median forecast. Year-over-year, the loss widened to $957 million, or $1.87 per share, on $11.24 billion in revenue. The company now expects full-year 2026 earnings of $1.85 to $2.05 per share. Baxter shares have gained 17% year-to-date as of February 12, 2026, versus slightly more than 1% for the S&P 500.

Himax Technologies (NASDAQ:HIMX) reports Q4 CY2025 revenue of $203.1 million, a 14.4% year-on-year decline and 2% above Wall Street expectations, with GAAP EPS of $0.04 in line with consensus. Inventory days increased to 98, slightly below the five-year average, signaling cautious capital intensity.

Supporting context: The firm, a provider of display driver chips and timing controllers, posted a 1.3% annualized revenue contraction over five years and a 6.2% annual decline over two years, indicating persistently suppressed demand. Sell-side analysts project 3.5% revenue growth over the next 12 months, but this remains below sector averages. Q4 DIO suggests inventories are not excessively built, and while sales dipped, the downcycle may be deepening. The stock closed at $8.24 after the earnings report.

Italian tax police conducted searches at Amazon’s Milan headquarters and the homes of seven senior managers, along with KPMG offices, amid a new probe into potential tax evasion and an undisclosed permanent establishment in Italy from 2019 to 2024. Prosecutors allege Amazon EU Sarl should have paid more taxes in the country and are examining whether the company dismissed and rehired 159 employees of another Amazon entity to maintain a permanent establishment. Documents show Amazon had a permanent establishment in Italy prior to August 2024, when it entered a co-operative compliance program with Italy’s tax agency. The latest raids follow ongoing probes, including a December agreement to pay €510 million ($605.88 million) to settle a prior tax dispute, with prosecutors seeking to conclude the 2019-2021 probe early this year (February 12, 2026).

Crocs Inc. (CROX) reported fourth-quarter adjusted earnings of $2.29 per share, or $105.2 million, beating the Zacks average estimate of $1.92 per share. Revenue for the quarter was $957.6 million, exceeding the $918.6 million forecast. For the year, the company posted a loss of $1.50 per share on revenue of $4.04 billion. Management guidance for full-year 2026 earnings is $12.88 to $13.35 per share.

Commerce.com (CMRC) reported a fourth-quarter loss of $8.4 million, or 10 cents per share, with adjusted earnings of 7 cents per share, in line with analyst expectations. Revenue for the quarter totaled $89.5 million, below the $90.6 million forecast. For the year, the company recorded a loss of $19.3 million, or 24 cents per share, and revenue of $342.3 million. Management guided to revenue of $82.5–$83.5 million for Q1 and full-year revenue of $347.5–$369.5 million.