Reports

ExxonMobil posted $6.5B in net income for Q4 2025, down from the prior quarter, driven by weaker crude prices and chemical margins. However, the company achieved record refining throughput and strong upstream production, especially in the Permian and Guyana.

• Q4 net income came in at $6.5B, with EPS at $1.53
• Free cash flow for the quarter was $5.57B

Chevron delivered strong Q4 2025 results with record production and operating cash flow, despite lower crude prices compared to the previous year.

• Reported EPS was $1.39; adjusted EPS came in at $1.52
• Revenue for the quarter was $46.87 billion

American Express delivered a solid Q4 2025 performance with double-digit revenue growth, driven by strength across U.S. Consumer, International Card Services, and Commercial segments, while credit metrics remained stable.

• Total revenues net of interest expense reached $18.98 billion in Q4 2025
• U.S. Consumer Services remained the largest contributor to revenue

For Q3 FY3/2026, results implied solid profitability, with ordinary income and profit attributable to owners of parent increasing versus the first half performance when derived from company-reported 1–3Q and 1H totals.

• Q3 ordinary income was derived at JPY 2.73T from reported 1–3Q and 1H totals
• Q3 ordinary profit was derived at JPY 621.0B from reported 1–3Q and 1H totals

Aon reported solid Q4 2025 performance with revenue growth driven by organic expansion, strong operating margin improvement, and a sharp increase in net income supported by gains from divestitures.

• Total revenue increased 4% driven by 5% organic growth
• Operating margin expanded to 28.1% with strong cost discipline

Regeneron reported modest revenue growth in Q4 2025, supported by higher collaboration revenue, while net income declined year over year due to higher R&D spending and margin pressure.

• Revenue increased slightly year over year, driven by higher collaboration revenue.
• GAAP net income declined compared to the prior-year quarter.

Colgate-Palmolive posted a Q4 net loss of $37M as goodwill and intangible asset impairments impacted GAAP earnings. Revenue rose 5.8% to $5.23B, and non-GAAP EPS increased modestly to $0.95.

• Q4 revenue increased 5.8% year-over-year to $5.23B.
• GAAP EPS declined to $(0.05) due to $919M in impairment charges.

CN delivered modest revenue growth and stronger profitability in Q4 2025, supported by operating efficiency improvements and higher volumes across key segments.

• Revenue increased year over year driven by intermodal and grain volumes
• Operating ratio improved, reflecting stronger cost control

Air Products exceeded its Q1 2026 guidance with solid performance across regions, driven by improved pricing, favorable currency, and productivity-driven cost improvements. Adjusted EPS hit the high end of expectations.

• Adjusted EPS of $3.16 exceeded the top-end of guidance.
• Total sales rose to $3.1 billion, driven by pricing, currency gains, and energy cost pass-through.

Imperial delivered solid operating cash flow in Q4 2025 despite lower net income driven by weaker upstream pricing and identified items, while continuing strong shareholder returns.

• Generated strong operating cash flow despite lower earnings
• Upstream production remained robust at 444,000 boe/d

Charter Communications experienced a decline in total revenue and net income in Q4 2025 compared to the prior year, primarily due to lower residential video and political advertising revenues. Despite these declines, mobile lines saw significant growth, and the company's full-year Adjusted EBITDA increased. The company is focusing on product utility, value, and high-quality service for 2026.

• Fourth quarter total Internet customers declined by 119,000, reaching 29.7 million.
• Total mobile lines increased by 428,000 in the fourth quarter, totaling 11.8 million.

Church & Dwight delivered solid Q4 2025 results with revenue growth, strong margin expansion, and double-digit adjusted EPS growth, offset by weaker organic sales due to category softness and the exit of its vitamin business.

• Revenue grew driven by international and specialty products performance
• Adjusted EPS increased despite lower reported EPS

Nomura delivered solid Q3 FY2025/26 results with higher net revenue driven by strong Wholesale and Wealth Management performance, while net income remained resilient despite higher expenses.

• Net revenue increased to JPY 551.8 billion driven by strong Wholesale performance.
• Net income attributable to shareholders totaled JPY 91.6 billion.

LyondellBasell reported a net loss in Q4 2025 as higher feedstock and energy costs, maintenance activity and seasonally lower demand pressured margins across most businesses.

• Reported a net loss in the fourth quarter driven by weak margins and higher costs
• EBITDA remained positive despite challenging market conditions

Franklin Resources delivered solid first-quarter results with higher net income, stable revenues, and strong long-term net inflows that drove record AUM, led by growth in alternatives and ETFs.

• Net income increased significantly compared with the prior-year quarter
• Adjusted EPS showed continued profitability improvement

Moog delivered record Q1 2026 revenue and earnings, driven by strong demand across all segments, margin improvement, and a significant increase in backlog, despite negative free cash flow from working capital investment.

• Revenue increased 21% year over year to a record level with growth across all segments.
• Diluted EPS and adjusted EPS reached record highs driven by higher operating margins.

IES Holdings began fiscal 2026 with robust growth, driven by strength in Communications and Infrastructure Solutions, while Residential faced continued headwinds due to a weak housing market.

• Revenue rose to $871 million, up from $750 million a year ago
• Net income attributable to IES grew 62% to $91.4 million

Autoliv delivered its strongest quarter ever with record net sales and solid margins, driven by organic growth and new product launches, while operating income declined due to lower out-of-period compensations.

• Record quarterly net sales driven by organic growth and new launches
• Strong operating and adjusted operating margins remained above 11%

Brookfield Renewable reported strong Q4 2025 performance, driven by higher revenues and a sharp rebound in net income compared with the prior-year period.

• Revenue increased year over year in the fourth quarter.
• Net income attributable to unitholders rebounded strongly from a loss last year.

The company delivered a strong Q4 with sharply higher revenue, operating income, and EPS, supported by extraordinary performance fees and solid investment performance, while net flows were breakeven for the quarter.

• Revenue and earnings increased significantly due to strong performance fees
• Operating income margin expanded materially versus prior periods

Gentex Corporation announced strong financial results for the fourth quarter of 2025, with consolidated net sales increasing by 19% to $644.4 million. The company achieved a consolidated gross margin of 34.8% and reported a net income attributable to Gentex of $93.0 million, resulting in diluted earnings per share of $0.43. The VOXX acquisition contributed significantly to revenue, and core Gentex operations demonstrated improved gross margins and cost efficiencies despite a decline in light vehicle production in primary markets.

• Consolidated net sales for Q4 2025 increased by 19% to $644.4 million, compared to $541.6 million in Q4 2024.
• Diluted earnings per share attributable to Gentex for Q4 2025 were $0.43, up from $0.39 in Q4 2024.

Flagstar Bank returned to profitability in Q4 2025, delivering positive net income attributable to common stockholders, expanding net interest margin, and showing improved credit quality alongside disciplined expense management.

• Returned to profitability with positive net income attributable to common stockholders
• Net interest margin expanded meaningfully quarter over quarter

Mechanics Bancorp reported a strong Q4 2025 with materially higher net income, supported by expanded net interest margin, a full quarter impact of the HomeStreet merger, and disciplined cost management.

• Net income increased significantly following the HomeStreet merger
• Net interest margin expanded to 3.47%

First Hawaiian, Inc. concluded 2025 with a strong fourth quarter, reporting a net income of $69.9 million and diluted earnings per share of $0.56. The company saw growth in loans and retail and commercial deposits, maintaining its position as the most profitable bank in the state. The Board of Directors declared a quarterly cash dividend of $0.26 per share and adopted a stock repurchase program of up to $250.0 million.

• Net income for Q4 2025 was $69.9 million, with diluted EPS at $0.56.
• Total loans and leases increased by $183.1 million from the prior quarter, reaching $14.3 billion.

WisdomTree concluded 2025 with robust performance in Q4, achieving record Assets Under Management (AUM) of $144.5 billion and a substantial increase in operating revenues to $147.4 million. The company reported diluted EPS of $0.28 and adjusted diluted EPS of $0.29, alongside strong gross and operating income margins, largely benefiting from the Ceres Partners acquisition.

• Record AUM reached $144.5 billion, marking a 5.3% increase from the prior quarter, primarily due to market appreciation and the Ceres Acquisition.
• Operating revenues surged to $147.4 million, an increase of 17.4% from the prior quarter, driven by the Ceres Acquisition and higher average AUM.

ArcBest experienced a net loss of $8.1 million in the fourth quarter of 2025, a significant decline from a net income of $29.0 million in the same period of 2024. Total revenue for the quarter was $972.7 million, down from $1.0 billion in the prior year. Despite the overall revenue decrease, the Asset-Based segment saw an increase in shipments and tonnage, and the Asset-Light segment achieved record productivity for the full year.

• ArcBest reported a net loss of $8.1 million in Q4 2025, compared to a net income of $29.0 million in Q4 2024.
• Total revenue for Q4 2025 was $972.7 million, a decrease from $1.0 billion in the prior-year period.

Republic Bancorp delivered strong Q4 2025 results, driven by higher net interest income and improved margins, resulting in a 20% increase in net income year over year.

• Net income increased 20% year over year to $22.8 million
• Diluted EPS rose 19% to $1.17

Tompkins delivered record Q4 earnings with sharply higher net income and EPS, primarily driven by the sale of Tompkins Insurance Agencies and a significantly improved net interest margin.

• Record GAAP and non-GAAP earnings per share achieved in Q4
• Net income surged due to the sale of Tompkins Insurance Agencies

Oppenheimer reported a sharp increase in fourth-quarter earnings and revenue, reflecting strong investment banking activity and higher advisory fees amid favorable market conditions.

• Fourth-quarter revenue and earnings per share reached record levels.
• Wealth Management benefited from higher advisory fees and record assets under management.