Earnings Call Insights: Leggett & Platt (LEG) Q4 2025 Management View President, CEO & Executive Chairman Karl Glassman highlighted that "we delivered on those priorities and made significant progress to position the business to accelerate when residential end markets turn." The company has "substantially completed the restructuring plan we launched in early 2024," achieving greater EBIT benefit a...
Earnings Call Insights: Leggett & Platt (LEG) Q4 2025 Management View President, CEO & Executive Chairman Karl Glassman highlighted that "we delivered on those priorities and made significant progress to position the business to accelerate when residential end markets turn." The company has "substantially completed the restructuring plan we launched in early 2024," achieving greater EBIT benefit at lower cost than expected. Glassman noted the divestiture of the Aerospace business, with after-tax proceeds used to retire commercial paper and reduce leverage, moving closer to a long-term target of 2x. Glassman indicated continued focus on "improving our cost structure and enhance profitability across our businesses." Highlights include growth in semi-finished products like Eco-Base and ComfortCore, expansion in Specialty Foam, progress in Automotive innovation, a new Home Furniture facility in Vietnam, and deeper penetration into specialty textile markets. Glassman acknowledged ongoing weak residential markets but expressed confidence in capturing incremental volume when demand recovers. The restructuring and portfolio simplification are expected to yield sustainable improvements in profitability and cash flow. Executive VP & CFO Benjamin Burns stated, "Fourth quarter sales were $939 million, down 11% versus the fourth quarter of 2024," citing sales weakness in certain customers, retailer changes, and soft residential demand. He reported, "Fourth quarter EBIT was $32 million and adjusted EBIT was $48 million," and "Fourth quarter earnings per share was $0.18. On an adjusted basis, fourth quarter EPS was $0.22, a 5% increase from fourth quarter 2024 adjusted EPS of $0.21." Burns summarized that "operating cash flow was $338 million, an increase of $33 million versus 2024," with year-end net debt to adjusted EBITDA decreasing from 3.8x to 2.4x. He confirmed the restructuring plan delivered "a full run rate of approximately $70 million of EBIT benefit." Outlook Burns prov...
Apple shares fell 5% today, more than twice the decline of the tech-heavy Nasdaq composite as investors juggled a number of concerns at the iPhone maker. The Federal Trade Commission issued a letter to Apple Chief Executive Tim Cook, warning that the company’s news product may violate federal law by promoting news articles from left-wing news outlets and suppressing articles from more conservative...
Apple shares fell 5% today, more than twice the decline of the tech-heavy Nasdaq composite as investors juggled a number of concerns at the iPhone maker. The Federal Trade Commission issued a letter to Apple Chief Executive Tim Cook, warning that the company’s news product may violate federal law by promoting news articles from left-wing news outlets and suppressing articles from more conservative publications. Apple's upgrade to its Siri virtual assistant might get pushed back, according to a report from Bloomberg.
Justin Sullivan/Getty Images News Maplebear ( CART ), more commonly known as Instacart, is rallying in Thursday’s after-hours trading as the company’s fourth quarter results reflected double-digit growth across almost all metrics, a higher customer retention rate, and nearly $1B in revenue. During the final quarter of the year, Instacart realized a 14% growth in gross transaction value (GTV), 16% ...
Justin Sullivan/Getty Images News Maplebear ( CART ), more commonly known as Instacart, is rallying in Thursday’s after-hours trading as the company’s fourth quarter results reflected double-digit growth across almost all metrics, a higher customer retention rate, and nearly $1B in revenue. During the final quarter of the year, Instacart realized a 14% growth in gross transaction value (GTV), 16% increase in orders, a 13% gain in transaction revenue, and a 10% gain in ad revenue, all of which contributed to a 12% increase in total revenue to a better-than-expected $992M (versus $970M estimates). The company also noted that new customer retention rate was the strongest it’s been since early 2023, and 10M customers placed at least one order in December alone. Profits, however, were curbed by a $60M settlement with the Federal Trade Commission in connection with claims that Instacart ( CART ) used deceptive practices pertaining to its membership fees and return policies. As a result, the company earned $0.30 per share, down from $0.53 a year earlier and $0.22 below expectations. Looking ahead to Q1, Instacart ( CART ) sees GTV rising 11% to 13% to a range of $10.125B to $10.275B, and adjusted EBITDA up 15% to 19% to be between $280M and $290M. “Our strategy is working. Our operating fundamentals are strong. And our teams are executing well across our marketplace, enterprise platform, and advertising and data offerings. We have multiple engines for growth and multiple levers to drive efficiency and reinvestment,” Instacart CEO Chris Rogers said in a letter to shareholders. Shares are up more than 15% in after-hours trading. More on Maplebear Instacart: Fair Fundamentals, But Long-Term Concerns Keep Me At Sell Instacart: FTC Probe And Affordability Risks (Rating Downgrade) Maplebear Inc. (CART) Presents at 53rd Annual Nasdaq Investor Conference Transcript Maplebear Q4 2025 Earnings Preview OpenAI's advertising push could hurt Pinterest, Instacart: Wedbush
Cineverse ( CNVS ) on Thursday announced that it has signed an agreement to acquire IndiCue, a connected television monetization platform, for $22 million in cash and shares of Cineverse common stock. The acquisition is expected to be consummated on or about February 13, 2026. In addition, Cineverse agreed to issue convertible notes to certain investors in the aggregate amount of $13 million. The ...
Cineverse ( CNVS ) on Thursday announced that it has signed an agreement to acquire IndiCue, a connected television monetization platform, for $22 million in cash and shares of Cineverse common stock. The acquisition is expected to be consummated on or about February 13, 2026. In addition, Cineverse agreed to issue convertible notes to certain investors in the aggregate amount of $13 million. The convertible notes have a four-year term and an interest rate of 9% per annum, and are convertible into shares of Cineverse's common stock. The company intends to use the net proceeds from the sale of the convertible notes in part, to fund the purchase price of the IndiCue acquisition, and for working capital and other general corporate purposes. The consummation of the sale of the convertible notes occurred on February 6, 2026. CNVS -8.1% after hours to $1.91. Source: Press Release More on Cineverse Cineverse Corp. (CNVS) Q2 2026 Earnings Call Transcript Hulu to stream The Toxic Avenger after acquiring rights from Cineverse, launching January 8 Seeking Alpha’s Quant Rating on Cineverse Historical earnings data for Cineverse Financial information for Cineverse
Wachiwit Coinbase Global ( COIN ) stock rose 2.8% in Thursday after-hours trading even after its Q4 results and Q1 guidance missed consensus estimates. The gain, though, came after the company's stock sank 8.4% in the prior two sessions and 41% in the past month as crypto markets swooned. For Q1, the company expects s ubscription and services revenue of $550M-$630M (midpoint $590M vs. Visible Alph...
Wachiwit Coinbase Global ( COIN ) stock rose 2.8% in Thursday after-hours trading even after its Q4 results and Q1 guidance missed consensus estimates. The gain, though, came after the company's stock sank 8.4% in the prior two sessions and 41% in the past month as crypto markets swooned. For Q1, the company expects s ubscription and services revenue of $550M-$630M (midpoint $590M vs. Visible Alpha consensus of $761M). Furthermore, it expects Q1 transaction expenses in the low-to-mid teens as a percentage of net revenue and technology & development + general & administrative expenses of $925M-$975M (midpoint $950M). In Q1 through Feb. 10, 2026, Coinbase ( COIN ) generated ~$420M of transaction revenue, it said. Total trading volume for the full year was $5.23T, up 156% Y/Y. It didn't pull out its quarterly total trading volume. Consumer spot trading in Q4 was $56B, down 6% Q/Q. Institutional spot trading of $215B during the quarter declined 13%. During Q4, the company redefined trading volume to add its half of the trade value of spot trades that are routed off its platform for fulfillment. While the company highlighted the strength of its full-year results, the company said in its shareholder letter, "Crypto is cyclical, and experience tells us it’s never as good or as bad as it seems. While asset prices can be volatile, under the surface an undercurrent of technological change and crypto product adoption continues. We’re taking advantage of this opportunity." Q4 adjusted EPS of $0.66, a considerable miss from the average analyst estimate of $0.96, dropped from $1.44 in Q3 and $3.37 in Q4 2024. Q4 total revenue of $1.78B, trailing the $1.83B consensus, decreased from $1.87B in the prior quarter and $2.27B in the year-ago quarter. Transaction revenue of $982.7B slipped from $1.05B in Q3 and $1.56B in the previous year’s Q4. Subscription and services revenue of $727.4B, lagging the $749.5M Visible Alpha consensus, decreased from $746.7M in the previous quarter and in...
Though Department of Homeland Security almost certain to shutter at midnight Friday, ICE largely unaffected US politics live – latest updates Democrats in the US Senate have blocked a funding package for the Department of Homeland Security (DHS) amid ongoing fury over the Trump administration ’s crackdown and the deaths of two people in Minneapolis. Thursday’s vote means that the department is alm...
Though Department of Homeland Security almost certain to shutter at midnight Friday, ICE largely unaffected US politics live – latest updates Democrats in the US Senate have blocked a funding package for the Department of Homeland Security (DHS) amid ongoing fury over the Trump administration ’s crackdown and the deaths of two people in Minneapolis. Thursday’s vote means that the department is almost certain to shut down at midnight on Friday evening, affecting a range of services yet largely leaving the Immigration and Customs Enforcement agency ( ICE ) – the target of Democrats’ ire – unaffected because it is already the recipient of lavish federal funding. Continue reading...
(RTTNews) - Roku, Inc. (ROKU) on Thursday reported fourth-quarter net income of $80.5 million or $0.53 per share, compared to a net loss of $35.5 million or $0.24 per share last year.
(RTTNews) - Roku, Inc. (ROKU) on Thursday reported fourth-quarter net income of $80.5 million or $0.53 per share, compared to a net loss of $35.5 million or $0.24 per share last year.
While Vertex Pharmaceuticals' ( VRTX ) Q4 results missed on the bottom line and beat on the top, its 2026 revenue guidance range includes the consensus. The company is projecting revenue this year of $12.95B-$13.1B. Consensus is $13B. Vertex noted that revenues outside its cystic fibrosis franchise are projected to be at least $500M in 2026. Those treatments include one-time gene therapy Casgevy (...
While Vertex Pharmaceuticals' ( VRTX ) Q4 results missed on the bottom line and beat on the top, its 2026 revenue guidance range includes the consensus. The company is projecting revenue this year of $12.95B-$13.1B. Consensus is $13B. Vertex noted that revenues outside its cystic fibrosis franchise are projected to be at least $500M in 2026. Those treatments include one-time gene therapy Casgevy (exagamglogene autotemcel) for sickle cell disease and the first-in-class, non-opioid painkiller Journavx (suzetrigine). In Q4, non-GAAP EPS of $5.03 compares to $3.98 in the year-ago period. While overall revenue increased 9.6% year-over-year to $3.19B, sales of Vertex's top-selling drug, Trikafta/Kaftrio (elexacaftor/tezacaftor/ivacaftor), declined ~5% to ~$2.6B. Vertex ended 2025 with cash, cash equivalents, and marketable securities of ~$6.6B compared to ~$6.1B on Dec. 31, 2024. More on Vertex Pharmaceuticals Vertex Q4 Earnings Preview: What To Expect This Week Vertex Pharmaceuticals Incorporated (VRTX) 44th Annual J.P. Morgan Healthcare Conference Presentation Vertex Pharmaceuticals Incorporated (VRTX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Vertex Pharmaceuticals Non-GAAP EPS of $5.03 misses by $0.12, revenue of $3.19B beats by $20M Vertex Pharmaceuticals Q4 2025 Earnings Preview
Shares of advertising technology company AppLovin (NASDAQ: APP) are getting absolutely crushed in 2026. But it's not necessarily surprising. When I examined the growth stock last December, I acknowledged that even though the business was seeing impressive business momentum, "staying on the sidelines and hoping for a better price is probably wise." The stock's rise had simply gone too far, pushing ...
Shares of advertising technology company AppLovin (NASDAQ: APP) are getting absolutely crushed in 2026. But it's not necessarily surprising. When I examined the growth stock last December, I acknowledged that even though the business was seeing impressive business momentum, "staying on the sidelines and hoping for a better price is probably wise." The stock's rise had simply gone too far, pushing the tech company's valuation to euphoric levels. But the stock has fallen 48% since that article . Has the stock, therefore, finally become cheap enough to justify buying it? Image source: Getty Images. Continue reading
Korea's Gaon Choi, 17, rebounded from a hard fall to win gold — and end her role model's historic bid for three in a row in the Winter Olympic halfpipe. (Image credit: Cameron Spencer)
Korea's Gaon Choi, 17, rebounded from a hard fall to win gold — and end her role model's historic bid for three in a row in the Winter Olympic halfpipe. (Image credit: Cameron Spencer)
Amazon (NASDAQ:AMZN) , global e-commerce and cloud computing services provider, closed Thursday at $199.6, down 2.20%. The stock moved lower as investors continued reacting to Amazon’s aggressive artificial intelligence-driven capital spending and recent analyst target cuts while weighing AWS growth and long-term AI returns. Trading volume reached 78.6 million shares, coming in about 70% above com...
Amazon (NASDAQ:AMZN) , global e-commerce and cloud computing services provider, closed Thursday at $199.6, down 2.20%. The stock moved lower as investors continued reacting to Amazon’s aggressive artificial intelligence-driven capital spending and recent analyst target cuts while weighing AWS growth and long-term AI returns. Trading volume reached 78.6 million shares, coming in about 70% above compared with its three-month average of 46.3 million shares. Amazon IPO'd in 1997 and has grown 203,746% since going public. S&P 500 (SNPINDEX:^GSPC) fell 1.57% to 6,833, while the Nasdaq Composite (NASDAQINDEX:^IXIC) lost 2.03% to finish at 22,597. Within e-commerce and cloud computing, industry peers were mixed, as Alibaba Group (NYSE:BABA) closed at $158.73 (-3.40%) while Walmart (NASDAQ:WMT) finished at $133.64 (+3.78%). AI capital spending concerns continued to ripple through the stock market today. That led Daiwa Securities Group to cut its Amazon stock price target from $300 to $280 citing execution risk from the company’s $200 billion AI infrastructure spending plans. Continue reading
Air Lease press release ( AL ): Q4 GAAP EPS of $1.51 beats by $0.24 . Revenue of $820.4M (+15.1% Y/Y) misses by $4.07M . More on Air Lease Air Lease delivers 1st Boeing 737-8 to Air Canada under 2023 deal Air Lease ends 2025 with 535 aircraft, including managed fleet and strong order book Seeking Alpha’s Quant Rating on Air Lease Historical earnings data for Air Lease Dividend scorecard for Air Le...
Air Lease press release ( AL ): Q4 GAAP EPS of $1.51 beats by $0.24 . Revenue of $820.4M (+15.1% Y/Y) misses by $4.07M . More on Air Lease Air Lease delivers 1st Boeing 737-8 to Air Canada under 2023 deal Air Lease ends 2025 with 535 aircraft, including managed fleet and strong order book Seeking Alpha’s Quant Rating on Air Lease Historical earnings data for Air Lease Dividend scorecard for Air Lease