Reports

Walmart posted $179.5 billion in revenue and continued expanding its global eCommerce and advertising operations. Adjusted EPS came in at $0.62, and the company increased its FY26 outlook.

• Walmart U.S. delivered $120.7B in sales with 28% eCommerce growth.
• Walmart International grew 11.4% in constant currency, driven by Flipkart, China, and Walmex.

Intuit delivered an exceptional first quarter of fiscal 2026, driven by strong execution of its AI-driven expert platform strategy. Total revenue grew 18% to $3.9 billion, with Global Business Solutions and Consumer segments showing robust growth. GAAP operating income surged by 97%, and non-GAAP operating income increased by 32%. The company also saw a substantial rise in both GAAP and non-GAAP diluted earnings per share, reflecting strong financial performance.

• Total revenue for the first quarter of fiscal 2026 reached $3.885 billion, an 18% increase compared to the prior year.
• GAAP diluted earnings per share rose by 127% to $1.59, while non-GAAP diluted earnings per share increased by 34% to $3.34.

NetEase delivered a robust Q3 2025 performance, driven by consistent user engagement across flagship titles and a successful global expansion of its gaming portfolio.

• Total revenue reached $3983512000, driven by strong gaming performance.
• Net income was $1210236000, reflecting stable profitability.

Ross Stores delivered a solid Q3 FY25 with higher-than-expected revenue and earnings. Strong comparable sales and disciplined cost control led to robust profitability and an 11.6% operating margin.

• EPS reached $1.58, above guidance, despite a $0.05 EPS hit from tariff-related costs.
• Revenue rose to $5.6 billion, driven by a 7% increase in comparable store sales.

Warner Music Group posted record-high Q4 revenue of $1.868 billion, driven by strength in Recorded Music and Music Publishing, with net income more than doubling year-over-year.

• Quarterly revenue reached an all-time high of $1.87B, driven by growth across all segments.
• Net income more than doubled year-over-year to $109M.

Gap delivered strong Q3 results driven by positive comparable sales across key brands and improved operational performance, boosting their full-year outlook.

• Net sales reached $3.94B, up 3% YoY.
• EPS came in at $0.62, with net income of $236M.

Vipshop posted revenue of $3.0B and net income of $171.5M in Q3 2025, showing growth in both top and bottom lines driven by increased customer activity and operational efficiency.

• Total revenue reached $3.0B, up from $2.91B in Q3 2024.
• Net income rose to $171.5M, a 16.8% increase year-over-year.

In Q4 2025, Construction Partners, Inc. achieved substantial increases in revenue and profit, fueled by high infrastructure demand and expansion into new markets such as Texas and Oklahoma.

• Revenue for Q4 2025 increased by 67.2% to $899.8 million compared to Q4 2024.
• Net income for Q4 2025 grew by 93% to $56.57 million year-over-year.

Post Holdings delivered a solid Q4 with strong revenue growth driven by Foodservice and acquisitions, though net income declined due to goodwill impairment.

• Revenue reached $2.25B, up from $2.01B the previous year.
• Net income fell to $51M due to a $29.8M goodwill impairment.

Maximus delivered a solid Q4 with increased operating income and improved adjusted EPS. The company generated strong free cash flow and maintained a stable revenue base, despite a slight decline in certain segments. Operating efficiencies and cost controls supported margin expansion.

• Q4 revenue was flat year-over-year at $1.32 billion, indicating stability across core operations.
• Net income rose to $75.3 million, driven by improved operational efficiency.

Webull delivered a strong Q3 2025 with total revenue of $156.9 million, positive net income, and solid adjusted earnings. Growth was supported by increased trading volume, new product rollouts including Vega AI, and expansion into international markets.

• Total revenue grew to $156.9 million, up 55% year-over-year.
• Net income reached $21.7 million, reversing a $33.5 million loss from the previous year.

VNET saw significant revenue growth in Q3 2025, particularly in its wholesale IDC business. However, a large non-operating loss related to financial instruments resulted in a net loss for the quarter.

• Revenue rose to $362,656,000, driven by 82.7% growth in wholesale IDC.
• Adjusted EBITDA reached $106,515,000 with a margin of 29.4%.

ZIM Integrated Shipping Services posted net income of $123 million for Q3 2025, with $1.78 billion in revenue. While performance declined compared to last year, the company showed resilience amid volatile freight markets.

• Generated $123 million in net income despite declining freight rates.
• Adjusted EBITDA reached $593 million, with a 33% margin.

Phoenix Education Partners delivered strong Q4 2025 results with notable gains in revenue and net income, reflecting increased student enrollment and improved operational margins. The company also completed its IPO in October 2025.

• Q4 2025 revenue rose to $257.4 million, up from $240.2 million in Q4 2024.
• Net income increased to $17.6 million, compared to $10.0 million in the prior year quarter.

Natural Grocers delivered a solid Q4 performance with increased sales and profitability, driven by higher comparable store sales and operating leverage.

• Net sales rose to $336.1 million, driven by strong comparable store sales growth.
• Net income increased to $11.8 million, a 31% YoY rise.

Liquidity Services delivered solid Q4 2025 results with 10% revenue growth and 23% higher net income. All segments contributed to the performance, led by Machinio & Software Solutions with 29% revenue growth. The company ended the quarter with $185.8 million in cash and no financial debt.

• Revenue grew 10% year-over-year to $118.1 million in Q4.
• Net income increased to $7.8 million from $6.4 million in the prior year.

Shoe Carnival posted revenue of $297.2M and EPS of $0.53 in Q3 2025, exceeding expectations. However, net income declined from the prior year as the company ramped up investment in its One Banner Strategy to consolidate under the Shoe Station brand.

• EPS was $0.53, including a $0.22 negative impact from rebanner investments
• Revenue reached $297.2M, beating consensus expectations

Matthews International faced a net loss in Q4 2025 due to various strategic initiatives and write-downs. Despite revenue declines, the Memorialization segment posted growth, and the company continued its deleveraging efforts with SGK divestiture proceeds.

• Q4 2025 revenue was $318.8 million, down from $446.7 million in Q4 2024
• Net loss for the quarter totaled $27.5 million, an improvement from prior year’s $68.2 million loss

Tsakos delivered strong Q3 2025 results driven by consistent TCE rates and a gain on vessel sales. Net income improved notably year-over-year while operating expenses remained controlled. The company declared a $1.00 dividend for common shareholders and continued expanding its newbuilding program.

• Q3 2025 revenue reached $186.2 million, supported by stable charter rates.
• Net income attributable to common shareholders was $31.3 million or $1.05 per share.

Cool Company Ltd delivered solid operational results in Q3 2025, with revenue growth and high fleet utilization. However, profitability was impacted by one-time legal costs.

• Total operating revenue reached $86,311,000 in Q3 2025
• Net income was $10,847,000, slightly down from the previous quarter

DouYu achieved profitability in Q3 2025, driven by significant cost optimizations and a stronger focus on operational efficiency. While revenue declined year-over-year, gross profit nearly doubled, and adjusted net income turned positive.

• Net income reached $1.6 million, reversing a loss in the prior year
• Adjusted net income improved to $3.3 million from a loss a year ago

Geospace Technologies reported a $9.1M net loss on $30.7M in revenue for Q4 2025. All major segments saw revenue declines except Intelligent Industrial, which posted a modest gain. EPS was -$0.71 for the quarter.

• Q4 revenue fell to $30.7M, down from $35.4M YoY
• Net loss narrowed to $9.1M compared to $12.9M last year

Diana Shipping posted a net income attributable to common stockholders of $5.7 million in Q3 2025, with EPS at $0.05. Despite a year-over-year decline in revenue due to vessel sales, the company delivered improved profitability and declared a $0.01 dividend per share.

• Reported net income attributable to common stockholders of $5.7 million
• Earnings per share (basic and diluted) were $0.05

Cato Corp-Class A posted a Q3 2025 net loss of $5.2 million as sales rose 6% year-over-year. Gross margin improved to 32.0%, reflecting lower freight and occupancy costs. SG&A expenses also declined slightly, and same-store sales rose 10%.

• Net loss narrowed to $5.2 million from $15.1 million a year ago.
• Quarterly sales rose 6% to $153.7 million.