American Rebel Holdings shares jumped 37% after hours to $0.21 following a partnership between Champion Safe and A1 Safe to showcase vaults at the Western Hunting & Conservation Expo.
Jackson Financial’s fourth quarter results surpassed Wall Street expectations for both revenue and non-GAAP earnings, yet the market responded with a significant negative move. Management attributed strong quarterly performance to continued growth in retail annuity sales, particularly through its RILA (Registered Index-Linked Annuity) and fixed index annuity products. CEO Laura Prieskorn highlighted that the company achieved the highest quarterly and annual retail annuity sales since becoming a public company, noting that “continued growth in RILA, combined with accelerated growth in our recently introduced fixed index annuity, have deepened our distribution relationships and diversified our business.” Management also pointed to the benefit of disciplined capital management and ongoing product innovation, but acknowledged that equity market dynamics and elevated surrender rates in variable annuities were headwinds.
Herbalife’s fourth quarter results were shaped by a combination of robust product innovation, regional sales momentum, and continued investment in its distributor network. Management highlighted India’s record quarterly net sales, attributed to the recent reduction in goods and services tax rates, and noted that enhanced digital tools and tailored training supported distributor engagement. CEO Stephan Gratziani credited ongoing product launches, such as MultiBurn and HL/Skin, and improved distributor retention for creating what he described as a “strong close to the year.”
Jack in the Box’s fourth quarter was met with a negative market reaction following results that missed Wall Street’s expectations for both revenue and earnings. Management attributed the underperformance to persistent challenges in guest traffic, elevated commodity costs—especially for beef—and operational issues in key markets like Chicago. CEO Lance Tucker described the period as “choppy” and noted that while there were some bright spots, particularly from new product launches tied to the company’s 75th anniversary, these were not enough to offset broader declines in same-store sales and profit margins.
DoorDash’s fourth quarter results were met with a positive market response, despite sales and non-GAAP profit landing slightly below Wall Street expectations. Management attributed quarterly growth to continued expansion across non-restaurant categories, such as grocery and retail, and cited strong user engagement as a key driver. CEO Tony Xu highlighted that "around 30% of customers are now ordering outside the restaurant category," reflecting successful diversification initiatives. The company’s international business, including the integration of Deliveroo and Wolt, also contributed to higher growth rates outside the U.S., while ongoing improvements in unit economics supported the overall performance.
Bausch + Lomb’s fourth quarter showed strong revenue growth but fell short on non-GAAP profit expectations, prompting a modestly negative market reaction. Management attributed the performance to robust momentum in its dry eye portfolio, notably Miebo, and improved operating leverage through cost discipline. CEO Brenton Saunders emphasized the impact of executing their Vision 27 program, citing a shift toward higher-margin products and operational efficiency as key contributors. Saunders remarked, “The quarter reflects the impact of Vision 27, our program that we put in place at the beginning of the year, and we're shifting mix towards higher-margin products, improving pricing discipline, driving productivity across the organization and operating with a more fixed cost infrastructure.”
Vita Coco’s fourth quarter results reflected a mix of progress and ongoing headwinds, as revenue surpassed Wall Street expectations but earnings per share came in below consensus. Management identified healthy international momentum and improved U.S. distribution as key drivers, but noted that flat overall sales and lower sales volumes were weighed down by lingering inventory and tariff-related costs. CEO Martin F. Roper acknowledged, "We operated the quarter primarily on spot rates, with some fixed price arrangements on certain lanes to secure capacity," highlighting the company’s tactical approach to navigating supply chain challenges.
Wingstop’s fourth-quarter performance drew a significant positive market reaction, despite revenue falling slightly short of Wall Street expectations. Management attributed the quarter’s results to ongoing investments in restaurant technology and global expansion, including the full deployment of the Wingstop Smart Kitchen and entry into six new international markets. CEO Michael Skipworth highlighted operational improvements and a continued focus on unit economics, noting that company-owned restaurants achieved higher average unit volumes and healthy margins. Skipworth acknowledged challenges in same-store sales, which declined for the first time in over two decades, largely due to macroeconomic pressures on core consumers and pockets of weakness during lunch and snack dayparts. However, management pointed to strong signs of brand health and guest satisfaction, with Skipworth stating, “I continue to be reminded of how our business has scaled in the last three years.”
Sabre’s fourth-quarter results were met with a significant positive market reaction, reflecting investor optimism around the company’s performance and trajectory. Management attributed the momentum to continued gains in travel distribution share, the expansion of its multi-source content platform, and solid growth in both hotel distribution and the payments business. CEO Kurt J. Ekert emphasized, “Our growth outlook is driven by continued distribution share gains, expansion of our multi-source content platform, and improving performance in our airline technology business.” The quarter also saw progress in agentic AI initiatives and notable wins in air bookings and NDC (New Distribution Capability) integrations.
Booking’s fourth quarter drew a negative market reaction, despite revenue and non-GAAP profit meeting or exceeding Wall Street expectations. Management attributed the period’s growth to robust travel demand across all major regions and increased investment in performance marketing and social media channels, particularly in Asia and the U.S. CEO Glenn Fogel highlighted the continued expansion of the Genius loyalty program and the integration of generative AI into customer service operations as key contributors. Chief Financial Officer Ewout Steenbergen noted, “Our absolute number in terms of customer service costs are down and our bookings are up approximately 10%.”
Fresh Del Monte’s fourth quarter results drew a positive market response as the company delivered flat sales but notably stronger margins and profits than Wall Street expected. Management attributed the performance to a more focused strategy, prioritizing core categories and operational efficiency over broad expansion. CEO Mohammad Abu-Ghazaleh highlighted the company’s shift toward streamlining its portfolio, divesting noncore assets, and investing in high-return segments, while also noting the impact of higher per unit selling prices in both the banana and value-added product segments. CFO Monica Vicente emphasized that margin improvement was achieved despite ongoing cost pressures, particularly in banana production and logistics.
Wyndham’s fourth quarter results were met positively by the market, despite revenue falling slightly short of expectations. Management cited strong net room growth and a record development pipeline as key contributors, with CEO Geoffrey Ballotti highlighting a 4% increase in rooms and the opening of 72,000 new rooms. The company also reported significant expansion in ancillary fee streams and highlighted progress from its AI-driven operational initiatives, which enhanced both franchisee profitability and guest engagement. Interim CFO Kurt Albert credited cost containment and operational savings for offsetting headwinds like the insolvency of a large European franchisee and softer RevPAR in key U.S. states.
JLL’s fourth-quarter results were well received by the market, as the company’s performance surpassed Wall Street’s expectations for both revenue and adjusted earnings. Management attributed these outcomes to broad-based growth in investment sales, debt and equity advisory, as well as continued momentum in leasing, particularly within office and industrial segments. CEO Christian Ulbrich highlighted the company’s disciplined execution, noting, “We have consistently delivered disciplined operating rigor and strong margin expansion, largely through organic revenue growth and our focus on enhancing platform efficiency.” The quarter also benefited from tech-enabled productivity gains and strong performance in workplace and project management services, offsetting headwinds such as higher U.S. healthcare costs.
PROG Holdings' fourth quarter was marked by a decline in revenue as the company navigated both a challenging retail environment and the fallout from a major partner bankruptcy. Management attributed the dip to reduced activity in Progressive Leasing, which was intentionally tightened to protect portfolio quality. CEO Steve Michaels pointed to “meaningful disruption following the bankruptcy of a large retail partner” and described the quarter as a period that required “balance, discipline, and focus.” Notably, the company’s buy now, pay later platform, For, delivered triple-digit growth, helping to offset leasing headwinds and demonstrating the value of a diversified product approach.
eBay’s fourth quarter results were marked by broad-based growth across its strategic focus categories, consumer-to-consumer (C2C) segment, and recommerce initiatives. The management highlighted that investments in reducing transactional friction and advancing the platform’s AI-powered tools, such as the updated magical listing experience, contributed to higher engagement and increased supply of preowned goods. CEO Jamie Iannone emphasized, “Recommerce made up over 40% of GMV on the eBay platform in 2025,” crediting the company’s strategy for accelerating growth in established and emerging categories, such as collectibles and fashion.
Analog Devices delivered a strong Q4, with results surpassing Wall Street expectations and a positive market reaction. Management attributed broad-based revenue growth to exceptional performance in the industrial and communications segments, highlighting gains from both cyclical recovery and company-specific execution. CEO Vincent Roche emphasized the impact of investments in automated test equipment and data center solutions, noting these areas benefited from rising semiconductor complexity and demand for AI infrastructure. Roche stated, "Our application-specific solutions are complemented by a suite of analog RF and power products, enabling complete high-density test subsystems."
Grand Canyon Education’s fourth quarter results met Wall Street’s revenue and profit expectations, but the market responded negatively, with shares trading down after the announcement. Management attributed the quarter’s performance to robust online enrollment growth, continued strength in hybrid campus offerings, and targeted investments in marketing and recruitment. CEO Brian Mueller noted, “New starts were up in the mid-single digits in the fourth quarter,” and highlighted the company’s ability to adapt to evolving workforce needs and education models as key to sustained growth.
The Cheesecake Factory’s fourth quarter performance was shaped by steady execution in a challenging operating environment, with management pointing to operational discipline and culinary innovation as key factors. CEO David Overton highlighted stable revenue and profitability, crediting improvements in labor productivity and guest satisfaction, as well as strong results from new menu items. Management acknowledged continued pressure on same-store sales, but emphasized that gains in restaurant-level margins and successful new restaurant openings supported overall performance. The company also noted that its approach to menu innovation, including value-oriented offerings, resonated with guests and helped offset broader industry softness.
Verisk’s fourth quarter drew a positive market response, reflecting management’s focus on data-driven analytics and technology enhancement for the insurance sector. CEO Lee Shavel pointed to robust growth in subscription-based products, especially in underwriting and catastrophe solutions, despite subdued transactional revenue linked to muted weather activity. The sale of Verisk Marketing Solutions and the termination of the AccuLinks acquisition marked significant portfolio moves, with Shavel stating these actions reinforce Verisk’s commitment to core data and analytics offerings. Notably, new AI-powered claims tools like ExactGen and Exact AI were highlighted as drivers of operational efficiency and customer engagement.
Remitly’s fourth quarter results were met with strong approval from the market, reflecting both operational gains and robust customer growth. Management credited high-volume sender momentum and wider adoption of new products such as Flex and Remitly Business for driving send volume and revenue higher. CEO Matthew Oppenheimer emphasized the impact of AI-powered fraud prevention and efficiency measures on profitability, noting, “A recently upgraded fraud model, leveraging AI and integrated data across our platform, helped drive record low transaction losses.” The company also highlighted disciplined marketing spending and improved customer retention as additional contributors to outperformance.
Fiverr’s fourth quarter was met with a negative market reaction as the company’s revenue missed Wall Street expectations, while non-GAAP profitability surpassed estimates. Management attributed the performance to a deliberate shift away from lower-value, transactional projects, which continue to decline as AI automates simpler tasks. CEO Micha Kaufman described this transition as essential to repositioning Fiverr for more complex, high-value engagements, noting, “There will be displacement in lower value transactional work…At the same time, demand for higher value specialized work is accelerating at a healthy double-digit rate.”
Byline Bancorp trades at $31.86 per share and has stayed right on track with the overall market, gaining 10.9% over the last six months. At the same time, the S&P 500 has returned 6.2%.
Radian Group’s fourth quarter performance saw revenue fall short of Wall Street expectations, but non-GAAP earnings per share modestly exceeded consensus. Management attributed the quarter’s results to continued growth in its mortgage insurance portfolio, disciplined risk management, and operational cost control. CEO Richard Thornberry emphasized that the company’s “large, high-quality primary Mortgage Insurance portfolio grew 3% year-over-year to another all-time high,” while ongoing efforts to maintain strong persistency rates and positive credit trends supported profitability. The quarter also marked the completion of the Inigo acquisition, signaling a significant shift in the company’s strategic direction.
