Lincoln Electric (LIE) reported fourth-quarter net profit down to $109.4 million, or $0.41 per share, versus $116.7 million, or $0.43 per share, in the same period of 2025. The decline followed higher tax and interest expenses, while sales for the quarter rose 2.3% to $1.85 billion. The company attributed the profit contraction to inflationary pressures and higher borrowing costs, with operating cash flow remaining stable at $276.4 million.

Zoetis (ZOET) reports Q4 2025 earnings of $1.1B, up 12% year-over-year, driven by strong demand for its animal health products and higher vaccine sales. Revenue reached $2.4B, exceeding the $2.35B median estimate. The company attributed the results to the launch of new vaccines and improved pricing in key markets. EPS for the quarter was $1.26, up from $1.12 in the same period last year. The stock closed at $78.45 on February 12, 2026, up 2.3% for the session.

LSEG, the London Stock Exchange operator, announced plans to launch an on-chain settlement service, the LSEG Digital Securities Depository, enabling tokenized bonds, equities, and private market assets to settle across multiple blockchains while remaining interoperable with existing platforms. The first deliverable is targeted for 2026, subject to regulatory approval, with a strategic partner group to co-develop the ecosystem.

The initiative follows pressure from activist Elliott Management, which holds a stake and has advocated performance improvements, amid broader software sector selloffs and AI-related concerns. LSEG shares were up 0.9% on February 12, 2026, as major UK banks and financial institutions, including Barclays, Lloyds, NatWest Markets, Standard Chartered, and Brookfield, have expressed support.

LiveOne, Inc. (LVO) released its fiscal third-quarter results on February 12, 2026, reporting a net loss of $4.1 million, or 37 cents per share, for the period ended January 31, 2026. Revenue for the quarter totaled $20.3 million, reflecting continued operating challenges despite stable top-line performance.

Nebius Group (NEBIUS) reported capital expenditures of $2.1 billion in Q4, a 463% increase from $416 million in the prior-year period, as it expands GPU and data center capacity to meet surging AI demand.

The firm plans nine new data center sites in the U.S., France, Israel, and the UK, and expects to secure over 3 gigawatts of contracted power by year-end, up from its prior outlook of over 2.5 GW. Revenue more than sextupled to $227.7 million for the quarter, but it missed estimates of $246.1 million; the net loss widened to $249.6 million from $133.2 million in the same period.

CEO Arkady Volozh emphasized continued organic and acquisition-driven expansion in 2026, with guidance for an annualized revenue run-rate of $7B-$9B by year-end. Shares were up nearly 2% in premarket trading.

IPG Photonics Corp. (IPGP) reported fourth-quarter profit of $13.3 million, or 31 cents per share, with adjusted earnings of 46 cents per share. Revenue reached $274.5 million, exceeding the average analyst estimate of $246.4 million. For the year, the company recorded net profit of $31.1 million, or 73 cents per share, and revenue of $1 billion. Management guidance for the first quarter ending March 31: revenue expected between $235 million and $265 million.

Hyatt Hotels (NYSE:H) reported Q4 CY2025 revenue up 11.7% year-on-year to $1.79 billion, exceeding Wall Street expectations. Non-GAAP EPS of $1.33 surpassed analyst forecasts, while the full-year EPS transitioned from negative to positive over the past five years.

Supporting context: The company’s five-year revenue CAGR was 28%, but recent two-year growth slowed to 3.2% YoY. Revenue per available room rose to $146.01, with ancillary sales outperforming room revenue as room revenue growth lagged. Operating margins averaged 5.3% over the past two years, and the stock closed flat at $167.26 after the earnings release.

Looking ahead, sell-side analysts project revenue to grow 2.6% over the next 12 months and full-year EPS of $2.17, implying modest top-line acceleration and a potential focus on cost efficiency to drive margin expansion.

Gates Industrial Corporation (NYSE:GTES) reported fourth-quarter revenue of $856.2 million, up 3.2% year-on-year, and non-GAAP EPS of $0.38, 4% above estimates, on February 12, 2026.

The quarter followed two years of organic revenue declines averaging 1.4% and a 4.3% CAGR in sales over five years. Revenue growth this quarter was in line with sell-side expectations of 3.1% for next 12 months. EPS growth accelerated to 16.8% over five years, but two-year annual EPS expansion slowed to 6.1% as share repurchases reduced the share count by 11.5%.

Gates maintained an average operating margin of 13% over five years, with Q4 margin at 12.6%. EBITDA and organic revenue missed estimates, but the stock rose 2.8% to $27.25 on the earnings release.

Euronet Worldwide (NASDAQ:EEFT) reported Q4 CY2025 revenue of $1.11 billion, up 5.9% year-on-year and in line with estimates. Non-GAAP profit of $2.39 per share missed the 3% below consensus. The company operates over 47,000 ATMs and 821,000 POS terminals in more than 60 countries. Two-year revenue growth slowed to 7.3% from 11.3% over five years, signaling softness in the quarter and a 5.4% drop in the stock to $66.43 following the results.

Diebold Nixdorf (NYSE:DBD) reported Q4 CY2025 revenue of $1.10 billion, up 11.7% year-on-year, exceeding Wall Street expectations. Non-GAAP profit of $3.02 per share was 83% above consensus; full-year revenue guidance is mid-single digits at $3.9B, in line with analyst views. The stock surged 5% to $76 on the results.

Supporting context: TTM revenue was $3.81B, with two-year revenue flat and five-year growth nearly持平 with prior levels. Operating margin expanded 3.3 percentage points to 7.5% YoY, while free cash flow was $195.8M at 17.7% margin, but five-year free cash flow margin averaged -1.4% due to reinvestment needs. EPS guidance outperformed by a wide margin, but revenue growth is expected to moderate to 2.5% next year.

BGC Group (BGC) released results for the fourth quarter, reporting a profit of $14.4 million. Earnings per share were 3 cents for the quarter, or 31 cents when adjusted for non-recurring items. Revenue for the quarter totaled $756.4 million, beating Street estimates. Year-to-date, the company posted a profit of $155 million, or 31 cents per share, on revenue of $2.94 billion. Management guidance for the first quarter ending March 31 projects revenue between $860 million and $920 million. The stock has fallen 2.5% year-to-date and 6% over the past 12 months.

Lincoln Electric (NASDAQ:LECO) reported Q4 CY2025 revenue of $1.08B, up 5.5% year-on-year, but missed Wall Street estimates. Adjusted EPS of $2.65 surpassed the consensus by 4.2%. Organic revenue for the past two years averaged a 2% YoY decline, suggesting some growth came from acquisitions and foreign exchange. Sell-side analysts forecast 7.1% revenue growth over the next 12 months, while the company’s operating margin expanded 2.7 pp over five years to 17.1% in Q4, and its share count declined 8.1%. EPS grew 19% CAGR over five years, but two-year annual EPS growth slowed to 2.4% as the stock closed flat at $290.27.

IPG Photonics (NASDAQ:IPGP) reported Q4 CY2025 revenue of $274.5 million, up 17.1% year-on-year, and non-GAAP profit of $0.46 per share, 85.2% above analyst consensus. Management guided for $250 million in next-quarter revenue at the midpoint, 2% above estimates.

Supporting context: The company posted a 163-day inventory days-of-sales (DIO), 46 days below its five-year average, indicating no signs of inventory buildup. The stock rose 6.5% to $118.07 in after-hours trading following the results.

Over the past five years, IPG Photonics has seen annual sales decline at a 3.5% rate, though the recent quarter marks a significant improvement. Looking ahead, sell-side analysts project 4.2% revenue growth over the next 12 months, reflecting potential tailwinds from new products and services but remaining below sector average.

Euronet Worldwide Inc. (EEFT) released Q4 results showing net income of $53.1 million, or $1.08 per share, with non-GAAP adjusted earnings of $2.39 per share. Revenue reached $1.11 billion, in line with forecasts. The results trailed the average analyst estimate of $2.48 per share. Year-over-year highlights: net income of $313 million ($6.84 EPS) and revenue of $4.24 billion.

Conduent Incorporated (CNDT) reported a fourth-quarter loss of $33 million, or 23 cents per share, with adjusted non-recurring losses at 9 cents per share. Revenue totaled $770 million, below the $792.3 million average estimate from Zacks. For the year, the company recorded a loss of $170 million, or $1.14 per share, with revenue of $3.04 billion.

Ardmore Shipping Corp. (ASC) reported fourth-quarter profit of $12.4 million, or 23 cents per share, up from 28 cents in adjusted results. Revenue for the quarter was $82.9 million, with adjusted revenue at $53.2 million. For the full year, the company posted profit of $41 million, or 88 cents per share, and revenue of $195.8 million. ASC shares rose 28% year-to-date and 15% over the past 12 months as of February 12, 2026.

Alnylam Pharmaceuticals Inc. (ALNY) released Q4 results showing net income of $111.5 million, or 82 cents per share, after a loss in the same period last year. Adjusted earnings were $1.25 per share, exceeding the Zacks average estimate of $1.16. Revenue of $1.1 billion missed forecasts of $1.14 billion. For the year, the company posted net income of $313.7 million, or $2.33 per share, and revenue of $3.71 billion. Shares declined 19% YTD but gained 20% over the past 12 months.

Affiliated Managers Group (NYSE:AMG) reported fourth-quarter CY2025 sales of $556.6 million, up 6.2% year-on-year, but revenue missed analyst expectations. Non-GAAP profit of $9.48 per share beat the consensus by 7.3%. The company’s assets under management totaled $813.3 billion, up 14.9% from the prior-year quarter. Revenue growth outpaced AUM expansion over the past two years, but trailing-12-month revenue of $2.07 billion remains near five-year lows. Q4 was mixed, with the stock rising 2.4% to $315.34 in after-hours trading.

The CAC 40 index closed at 7,000.13, marking its first all-time high since 2008-01-06. The benchmark rose 1.8% on the day, led by energy and technology sectors. The move followed strong global economic data and accommodative central bank policies, which supported risk-on sentiment. Key constituents included Vinci Construction (+2.4%) and Sanofi (-0.8%).

Howmet Aerospace (HWM) updated guidance to reflect first-quarter revenue expected to exceed the average estimate of $1.1B, up from $1.05B previously. The increase follows stronger-than-expected demand in defense and commercial aerospace sectors, with the company citing improved backlog conversion and higher pricing. The board approved a 20% increase in the quarterly dividend to $0.30 per share, effective April 1, 2026, reflecting confidence in its financial outlook and cash flow stability.