Reports

NVIDIA posted outstanding results in Q3 FY26 with $57 billion in revenue and $31.91 billion in net income, primarily fueled by strong performance in AI and Data Center markets.

• Revenue reached an all-time high of $57 billion, increasing 22% QoQ.
• Net income surged to $31.91 billion, driven by explosive growth in Data Center demand.

The TJX Companies delivered a strong Q3 FY26 with $15.1B in revenue and $1.4B in net income. Comparable store sales rose 5%, and diluted EPS reached $1.28, all above company projections. Strong performance was seen across all divisions.

• Comparable store sales grew 5% with strength across every division
• Revenue reached $15.1B, a 7% increase YoY

Lowe’s delivered positive comp sales and increased adjusted EPS in Q3 2025, supported by online and Pro customer growth, while absorbing acquisition costs.

• Reported revenue of $20.8B, up from $20.2B in Q3 2024.
• Adjusted EPS rose to $3.06 despite GAAP EPS dipping to $2.88.

Palo Alto Networks delivered a robust Q1 2026, highlighted by 16% revenue growth, solid earnings, and strong momentum in Next-Generation Security and platformization strategy.

• Revenue rose to $2.5 billion from $2.139 billion in Q1 2025
• Non-GAAP net income grew to $662 million, with adjusted EPS of $0.93

Target saw a modest decline in revenue and earnings for Q3 2025, while digital sales and non-merchandise revenue showed growth. The company is leaning into its holiday strategy with value pricing and expanded product offerings.

• Net sales were $25.27 billion, down 1.5% from last year.
• GAAP EPS was $1.51, while adjusted EPS came in at $1.78.

Williams-Sonoma delivered solid Q3 performance, beating expectations with improved profitability and a new $1B stock repurchase program.

• EPS reached $1.96 with net income of $241.6M.
• Revenue rose to $1.88B, driven by 4.0% comparable brand revenue growth.

ZTO Express delivered strong Q3 results with increased parcel volume and solid revenue. Net income and EPS grew despite pressure on gross margin from rising costs. The company maintained stable SG&A expenses and improved its cash generation.

• Parcel volume rose 9.8% to 9.6 billion parcels
• Revenue reached $1.67 billion, up from $1.50 billion

Dycom delivered strong Q3 results with record revenue of $1.45B and net income of $106.4M. The company saw continued momentum in digital infrastructure investments, significantly increasing its backlog and operating cash flow.

• Record contract revenue of $1.452 billion in Q3 FY26
• Net income reached $106.4 million with GAAP EPS of $3.63

Bullish delivered a strong Q3 2025 with record adjusted financial performance, driven by the launch of new trading products and expansion in liquidity services.

• Adjusted revenue reached a record $76.5 million in Q3 2025.
• Adjusted EBITDA came in at $28.6 million.

Copa Holdings posted solid results for Q3 2025, with strong net income, a high operating margin, and a significant increase in aircraft deliveries, demonstrating both financial and operational strength.

• Net income reached $173.35 million with an EPS of $4.20.
• Operating margin rose to 23.2%, highlighting profitability improvements.

Valvoline delivered Q4 revenue growth of 4% year-over-year, supported by continued expansion in system-wide store sales and same-store sales. However, profitability declined significantly, with net income and EPS dropping by over 70%.

• Q4 revenue grew 4% to $453.8 million, driven by increased store sales.
• Net income declined 71% to $25.6 million due to higher costs and expenses.

New Jersey Resources posted a notable decrease in net income and EPS in Q4 2025, primarily driven by reduced results from Energy Services, despite strong performance from Clean Energy Ventures and solid operating income.

• Q4 net income dropped to $15.1 million from $91.1 million in Q4 2024
• Adjusted EPS was $0.16, down from $0.89 in Q4 2024

Kingsoft Cloud delivered strong top-line growth driven by AI-related demand and strategic ecosystem partnerships. While it recorded a small net loss under GAAP, the company achieved a non-GAAP net profit and turned adjusted operating profit positive.

• Revenue reached $348,087,000, led by strong performance in public cloud services.
• Adjusted net profit turned positive at $4,035,000 for the first time.

Griffon's Q4 2025 saw revenue rise slightly to $662.2M, with EPS of $0.95 and adjusted EPS of $1.54. Net income fell to $43.6M due to higher tax provisions. Both HBP and CPP segments maintained stable EBITDA despite mixed volume trends.

• Q4 revenue reached $662.2 million, up slightly from $659.7 million last year.
• Net income decreased to $43.6 million from $62.5 million due to increased tax provisions.

JOYY reported Q3 2025 revenue of $540.2 million, driven by growth in both live streaming and advertising. Operating income reached $19.6 million, while net income hit $62.0 million. The company continued to optimize user engagement and ad monetization with AI-powered initiatives.

• Revenue grew to $540.2 million, up from $507.8 million in Q2 2025.
• Live streaming revenue rose to $388.5 million, with BIGO contributing $367.7 million.

Kulicke and Soffa returned to profitability in Q4 2025, with improved sequential revenue and stronger non-GAAP performance, supported by better market dynamics and operational focus.

• Achieved GAAP net income of $6.4 million in Q4 2025.
• Revenue rose to $177.6 million from $148.4 million in Q3.

Q4 2025 results showed a steady net income of $18.8M on revenues of $222.4M, reflecting strong enrollment trends despite a slight dip in EPS and operating income.

• Revenue rose to $222.4M, up from $196.4M the previous year.
• Net income remained flat at $18.8M compared to Q4 2024.

Hillenbrand delivered strong results in the fourth quarter of fiscal year 2025, with net revenue of $652.1 million, a 22% decrease year-over-year primarily due to the MIME divestiture. GAAP diluted EPS increased significantly to $1.07 from $0.17 in the prior year, driven by a decrease in income taxes and a gain on the sale of a minority stake in TerraSource Holdings. However, adjusted diluted EPS decreased by 18% to $0.83, mainly due to lower volume, cost inflation, and unfavorable mix, partially offset by favorable pricing and productivity improvements.

• Q4 net revenue was $652.1 million, a 22% decrease compared to the prior year, primarily due to the MIME divestiture.
• GAAP diluted EPS for Q4 increased to $1.07 from $0.17 in the prior year, largely due to a decrease in income taxes and a gain on the sale of TerraSource Holdings.

FinVolution delivered solid performance in Q3 2025. Revenue reached $489.8M and net income was $90M. The international segment continued to grow rapidly, now contributing a quarter of total revenue.

• Revenue reached $489.8M, driven by growth in international markets
• Net income rose to $90.0M despite lower guarantee income

ASP Isotopes grew revenue to $4.89 million in Q3 2025, driven by new contributions from its construction services segment. However, increased R&D and SG&A expenses led to a larger net loss compared to the prior year.

• Revenue rose to $4.89 million, driven by $3.6 million from new construction services.
• Net loss widened to $12.87 million primarily due to increased operating expenses.

LuxExperience posted a Q1 net loss of €98.5 million on €573.5 million in revenue. The Mytheresa segment grew strongly, while NAP & MRP and YOOX saw declines. Adjusted EBITDA came in at -€24.7 million.

• Total revenue reached €573.5 million in Q1 FY26, down from €581.8 million on an illustrative basis.
• Net loss widened significantly to €98.5 million, compared to €23.5 million loss in Q1 FY25.

Magnera's Q4 2025 was marked by robust top-line growth from the Glatfelter merger and favorable currency impacts. Despite headwinds from lower selling prices and volume declines, the company achieved positive operating income and strong cash generation.

• Net sales reached $839 million in Q4, driven by merger-related contributions.
• Achieved $90 million in Adjusted EBITDA with $60M from Americas and $30M from Rest of World.

Revenue nearly doubled in Q3 2025, fueled by the Markforged acquisition, but operating losses deepened due to one-time charges and ongoing restructuring. Cash reserves remain strong.

• Revenue reached $26.9 million, an 81% increase YoY, mainly due to the Markforged acquisition.
• Net loss from continuing operations widened to $29.5 million due to restructuring and impairment charges.

Agora delivered $35.4M in revenue for Q3 2025, achieving a net income of $2.7M, and showing strong performance from both Agora and Shengwang segments. Operating loss narrowed significantly year-over-year, while cash reserves remained robust.

• Total revenue reached $35.4M, up from $31.6M in Q3 2024
• Agora segment revenue grew to $18.2M, Shengwang to $17.2M

RGC Resources experienced a modest net loss in Q4 2025 due to increased operating expenses, despite higher revenues and consistent equity earnings from its affiliate.

• Q4 revenue rose to $14.3 million, up from $13.1 million in Q4 2024
• Net loss of $204,339 compared to net income of $140,822 in the same quarter last year

LanzaTech achieved positive net income in Q3 2025 due to significant cost-cutting measures and a non-cash gain on financial instruments, despite a slight decline in revenue.

• Revenue for Q3 2025 was $9.3 million, slightly down from $9.9 million in Q3 2024.
• Net income turned positive at $2.9 million versus a $57.4 million net loss last year.