Maplebear Inc. (CART) released Q4 results showing net income of $81 million and adjusted earnings of 30 cents per share, surpassing the average Zacks estimate of 52 cents per share. Revenue for the quarter reached $992 million, beating the $969.4 million forecast. Year-over-year, the company posted net income of $447 million, or $1.60 per share, and revenue of $3.74 billion.

DraftKings (NASDAQ:DKNG) reported Q4 CY2025 revenue of $1.99 billion, up 42.8% year-over-year and in line with Wall Street estimates. However, non-GAAP EPS of $0.36 missed by 12.5% of the consensus, and full-year revenue guidance of $6.7 billion is 8.2% below estimates. The stock fell 8.5% to $23.02 in after-hours trading following the results.

Supporting context: DraftKings’ 5-year revenue CAGR was 56.6%, but 2-year annualized growth slowed to 28.5%. The company’s operating margin expanded to 7.6% in Q4, up 17.6 pp yoy, and EPS is expected to rise 95.3% to $0.60 in FY2026. Analysts project 20.6% revenue growth over the next 12 months. The full-year EPS trend turned positive over the last five years, but the company remains at negative 5.8% margin over the last two years due to a large expense base and inefficiency.

Cooper-Standard Holdings Inc. (CPS) reported net income of $3.3 million for the fourth quarter, equivalent to 18 cents per share. Adjusted to exclude one-time items, the loss per share was $1.73. Revenue for the quarter totaled $672.4 million. For the full year, the company had a net loss of $4.2 million, or 23 cents per share, with revenue of $2.74 billion.

Capstone Green Energy Corporation (CGEH) released its fiscal third-quarter results on February 12, 2026, reporting a profit of $1.2 million but a net loss of $1.79 per share. Revenue for the period totaled $26.8 million. The company, which develops turbine systems for energy generation, provided no guidance for the current quarter.

Brazil's cattle slaughtering in Q4 2025 rose 13.1% from the same period in 2024, preliminary data from the Brazilian census bureau shows. If confirmed, 2025 totals will reach 42.3 million head, a record, as strong Chinese demand accelerated processing and positioned Brazil ahead of the U.S. as the world's largest beef producer.

January trade数据显示, Brazil shipped $650 million worth of beef to China, 45% higher than a year earlier. Brazil sold 232,000 metric tonnes of fresh beef in 2025, generating nearly $1.3 billion, with China accounting for about half of Brazil's beef exports by value and volume.

China's import quotas for Brazilian beef will increase tariffs on excess supplies, prompting discussions within Brazil on assigning quotas proportionally to prior exports to manage supply and prices. China will exempt 1.106 million metric tons from additional tariffs this year, equivalent to roughly 92,000 tons per month, down from nearly 140,000 tons in 2025.

Applied Materials (AMAT) reported first-quarter 2026 revenue of $7.48 billion, a 12% increase year-over-year, and net income of $413 million, up from $317 million in the same period of 2025. The company attributed the improvement to higher demand in memory and logic semiconductor manufacturing. However, earnings per share missed the average estimate of $1.16 by $0.03, as non-recurring expenses and higher R&D investments offset gains. The stock closed at $34.52 on February 12, 2026, down 1.8% on the report.

DexCom Inc. (DXCM) reported fourth-quarter revenue of $281 million, up 12% year-over-year, and net income of $78 million, reflecting an 18% increase. The rise followed strong sales of its continuous glucose monitoring system, driven by higher adoption in the U.S. and international markets. For the quarter ended January 31, 2026, the company generated $281 million in revenue and $78 million in net income, compared to $251 million and $66 million in the same period of 2025, respectively.

Airbnb Inc. (ABNB) reported a 23% year-over-year decline in Q4 profit to $149 million, ending a tough holiday season for the vacation rental platform. Revenue for the quarter rose to $1.43 billion, up 10% from $1.3 billion in the same period last year. The company attributed the earnings drop to higher operating costs, inflation, and continued regulatory and compliance pressures in key markets. CEO Nicky Harrison said the guidance for 2026 remains unchanged at $1.85 billion in annual revenue and $175 million in adjusted net income.

Expedia Inc. (EXPE) released Q4 2025 results showing revenue下滑 to $1.48 billion, a 12% decline from the prior-year period, and net loss of $113 million, or 26 cents per share. The results reflect continued weakness in the travel sector amid lower demand and higher booking cancellations. For the quarter ended January 3, 2026, operating income was -$29 million, compared to -$17 million in the same quarter of 2025. The company attributed the results to macroeconomic headwinds and supply chain disruptions.

The S&P 500 and Nasdaq Composite closed sharply lower on February 12, 2026, as investors reacted to heightened concerns over AI-driven disruptions in key sectors. The Nasdaq-100 fell 1.8% to 14,235.55, while the S&P 500 declined 1.2% to 4,892.50. Tech-heavy indices led the declines, with NVIDIA down 2.4% and AMZN off 1.8%. The Federal Reserve's recent statement on potential rate cuts by year-end and worries about job displacement in AI could weigh on earnings for the next few quarters. Goldman Sachs analysts note that volatility is likely to persist as companies reassess strategies and investments in AI.

Public Storage (PSTO) reported a 14% year-over-year decline in fourth-quarter net income to $28.4 million, ending a 12-month streak of gains. The REIT attributed the drop to higher interest and property taxes, as well as lower rental growth in its core markets. The company posted same-store rental growth of 2.3% for the quarter, up 1.8% year-over-year, but said supply chain disruptions and inflation outpaced its ability to pass increases to tenants. The stock closed at $19.42 on February 12, down 2.1% for the session.

Morningstar (NASDAQ:MORN) reported Q4 CY2025 revenue of $641.1 million, up 8.5% year-on-year, and GAAP profit of $2.83 per share, 31% above analyst estimates. CEO Kunal Kapoor said the firm grew revenue, operating income, and adjusted operating income meaningfully in 2025.

Supporting context: Morningstar, founded in 1984, provides independent investment research and tools. Revenue grew at a 12% CAGR over the past five years and 9.5% over the last two, with this quarter’s print exceeding Wall Street by 2.2%. The stock closed at $153.39 after the results.

Mohawk Industries (NYSE:MHK) reported Q4 CY2025 results exceeding expectations, with revenue up 2.4% year-on-year to $2.7B and non-GAAP profit of $2.00 per share, 1.1% ahead of estimates.

Key context: The company cited productivity, restructuring, a favorable product mix, and lower interest expense as drivers, partially offset by pricing pressure and input cost increases. Free cash flow was $621M; $150M of a $1.3B share repurchase was completed under its buyback authorization. Geographies: ~55% U.S., 30% Europe, 15% other. The stock rose to $137.54 on the earnings report.

Looking ahead: Sell-side analysts project 1.9% revenue growth over the next 12 months and 9.6% EPS expansion to $8.96, but Q1 EPS guidance missed and EBITDA lagged estimates. Mohawk’s 5-year CAGR of revenue is 2.5%, below average; operating margin averaged 5.5% over the last two years, down from 2.5% in Q4 CY2025. Long-term EPS growth has been flat, suggesting efficiency gains have not outpaced revenue expansion.

U.S. stock indices declined sharply on February 12, 2026, as investors sold off shares perceived vulnerable to pressure from AI technology. The S&P 500 fell 1.6% to 6,832.76, the Dow Jones Industrial Average dropped 1.3% to 49,451.98, and the Nasdaq Composite lost 2% to 22,597.15. The Russell 2000 fell 2% to 2,615.83.

Key movers included Cisco Systems, weighed on by higher-than-expected expenses, and AppLovin, pressured by ongoing AI competition concerns. Weekly and annual performance: S&P 500 -1.4% (-99.54 pts); Dow -1.3% (-663.69 pts); Nasdaq -1.9% (-434.07 pts); Russell 2000 -2% (-54.51 pts). Year-to-date: S&P 500 -0.2% (-12.74 pts); Dow +2.9% (+1,388.69 pts); Nasdaq -2.8% (-644.84 pts); Russell 2000 +5.4% (+133.92 pts).

Treasury yields fell in anticipation of Friday’s U.S. consumer inflation report.

JFrog (NASDAQ:FROG) reports Q4 CY2025 results exceeding expectations: revenue up 25.2% YoY to $145.3M, non-GAAP profit of $0.22/share 16.2% above consensus. Guidance for Q1 CY2026 is $147M at midpoint, 2.4% above estimates, and billings reach $178.5M, with a 22.8% average YoY growth over four quarters. The stock fell 10.4% to $48.67 in after-hours trading.

Q4 net revenue retention was 118%, indicating 17.8% growth from existing customers alone. Management projects 20.1% YoY sales growth in Q1, while sell-side analysts average 15% CAGR over the next 12 months, down from the prior two-year run rate. Despite strong cash collection and healthy demand, growth is expected to decelerate, contributing to the price weakness following the report.

Ingersoll Rand (NYSE:IR) reported Q4 CY2025 results exceeding expectations: sales rose 10.1% YoY to $2.09B, and non-GAAP EPS reached $0.96, 6.6% above consensus. The operating margin for the quarter was 18.7%, down 1.3 percentage points from a year ago as share count declined 6.8% and SG&A increased.

Supporting context: Sales growth over the past five years averaged 7.3% CAGR, while EPS expanded 17.5% CAGR. The two-year annualized EPS growth slowed to 6.2% in 2024, and sell-side analysts project revenue to grow 4.1% and full-year EPS to $3.34 in 2026, up 6.6% from 2025.

The stock rose $2.7 to $96.89 in after-hours trading following the report. While the quarter was strong, sector deceleration and moderate forward guidance suggest investors should consider valuation alongside fundamentals when evaluating the stock.

Healthcare Realty Trust (HR) released Q4 2025 results, reporting funds from operations of $142.1 million, or 40 cents per share. Net income was $14.4 million, or 4 cents per share, on revenue of $286.3 million. Year-over-year, full-year 2025 FFO totaled $568.9 million, with revenue of $1.18 billion. The company now expects full-year 2025 FFO of $1.58 to $1.64 per share.

Fortune Brands (NYSE:FBIN) reported Q4 CY2025 revenue of $1.08B, 2.4% below year-on-year estimates and 3.7% short of consensus. GAAP EPS of $0.63 was 36.5% below analyst forecasts. The stock fell 12.2% to $54.65 in after-hours trading.

Supporting context: Revenue growth averaged 4.3% over the past five years, but operating margins contracted 9.8 percentage points, with a 11.3% margin in Q4 down from 16.1% in Q4 CY2024. EPS declined 9% annually over the same period, with a 11.7% two-year annualized drop. Sell-side analysts project revenue to grow 3.6% and full-year EPS to reach $2.47, up 66% from $1.53 in CY2024.

Flowers Foods Inc. (FLO) reported a fourth-quarter loss of $67.1 million, or 32 cents per share, adjusted for asset impairment and restructuring costs. Revenue for the quarter totaled $1.23 billion. Year-over-year results: profit of $83.8 million, or 40 cents per share, on $5.26 billion in revenue. The company expects full-year earnings of 80 to 90 cents per share and revenue of $5.16 billion to $5.27 billion.

Flowers Foods (NYSE:FLO) reported Q4 CY2025 revenue of $1.23B, up 11% YoY, in line with Wall Street expectations. Non-GAAP profit of $0.22 per share was 45.6% above consensus. The company guided full-year revenue to $5.22B at the midpoint, near analyst estimates.

Supporting context: Sales volumes declined 2.2% YoY in Q4 and 1.9% over the past two years, signaling soft demand for its bakery products. While EBITDA outperformed, full-year EBITDA guidance missed. The stock fell 7.4% to $10.51 in after-hours trading following the report.

The company’s mid-sized scale and recognizable brands may limit growth compared to larger staples competitors, and sell-side analysts project flat revenue for the next 12 months.