Reports

Micron achieved record revenue in Q3 2025 driven by exceptional growth in DRAM and data center demand, coupled with strong operational execution.

• Revenue reached a record $9.3 billion, up from $6.81 billion in Q3 2024.
• GAAP EPS was $1.68 and non-GAAP EPS was $1.91.

Revenue rose 10% year-over-year in Q4, aided by Paycor and increased demand for HCM solutions. Despite a decline in GAAP earnings due to acquisition costs, adjusted metrics showed strength.

• Q4 revenue grew 10% to $1.43B, driven by Paycor and core business strength
• Net income declined to $297.2M due to acquisition-related expenses

General Mills experienced a 3% revenue decline and a 46% drop in EPS in Q4 2025, driven by decreased volume and unfavorable price/mix. Adjusted EPS also declined, and net income nearly halved from the prior year.

• Revenue for Q4 2025 was $4.56B, down 3% YoY.
• EPS declined 46% to $0.53; adjusted EPS was $0.74.

Jefferies delivered stable revenue and modest profitability amid a challenging market. Strong advisory and equities performance partially offset declines in fixed income and equity underwriting.

• Net income was $88 million with EPS of $0.40.
• Revenue totaled $1.63 billion, down slightly year-over-year.

The company delivered solid margin expansion and increased its full-year guidance, although net revenue declined slightly due to FX and divestitures.

• Adjusted EPS rose to $1.18, driven by higher net income and fewer shares outstanding.
• Net income for the quarter was $42 million on $898 million in revenue.

Lotus Technology delivered 1,274 vehicles generating $93 million in revenue. Despite a net loss of $183 million, the company significantly reduced its operating loss and improved gross margin to 12%.

• Delivered 1,274 vehicles during the quarter across Europe, North America, and China.
• Gross margin improved to 12% as prior destocking impacts eased.

MillerKnoll saw robust top-line growth in Q4 FY25 with revenue hitting $961.8M and orders surpassing $1B. However, the quarter ended with a reported net loss of $36.9M, driven by special charges and restructuring costs.

• Achieved significant outperformance against expectations in Q4 FY25.
• Demonstrated strong execution across all business segments and geographies.

Steelcase delivered revenue and profit growth in Q1 FY26, with a significant boost in operating income and strong corporate demand in the Americas segment. International performance lagged, affected by lower demand in Germany and France.

• Revenue grew to $779M, up from $727.3M last year
• Net income increased to $13.6M from $10.9M

NOVAGOLD posted a net loss of $54.3 million in Q2 2025, largely due to a $39.6 million non-cash charge related to expired warrants. The company strengthened its treasury through a $234 million equity raise and expanded its stake in Donlin Gold to 60%.

• Reported a net loss of $54.3 million due to a one-time non-cash charge from expired warrants.
• Earnings per share came in at ($0.15); adjusted EPS excluding the warrant charge was ($0.04).