Tag

2026 Guidance

All articles tagged with #2026 guidance

Flutter's FanDuel Misses Q4 Targets, Guides Softer 2026 Revenue
business18 days ago

Flutter's FanDuel Misses Q4 Targets, Guides Softer 2026 Revenue

Flutter Entertainment reported a Q4 2025 miss across most metrics, with revenue of $4.74B (vs. $4.97B expected), adjusted EPS of $1.74 (vs. $1.95), and EBITDA of $832M (vs. $893M). Revenue rose 25% year over year, but 2026 revenue guidance of $17.75B–$19.05B came in below consensus. CEO Peter Jackson cited tougher bettor conditions and said prediction markets could spur legalization, while there was no evidence of sportsbook cannibalization. Shares fell about 7% after hours.

Stellantis pivots after first-ever annual loss from EV writedowns
business19 days ago

Stellantis pivots after first-ever annual loss from EV writedowns

Stellantis reported its first-ever annual net loss for 2025, hit by €25.4 billion in write-downs as it trims its EV ambitions and pivots to a broader mix of propulsion options; the €22.3 billion loss follows €5.5 billion profit in 2024. The company suspended its 2026 dividend and issued up to €5 billion in hybrid bonds, but kept guidance for 2026 of mid-single-digit revenue growth and a low-single-digit adjusted operating margin. In H2 2025, shipments rose to 2.8 million with net revenues up 10% to €79.25 billion, and Stellantis expects positive industrial free cash flow in 2027 as it aims to return to profitable growth.

Wendy’s to shutter roughly 300 U.S. restaurants in 2026 to fund menu revamp and value push
business28 days ago

Wendy’s to shutter roughly 300 U.S. restaurants in 2026 to fund menu revamp and value push

Wendy’s says it will close about 5–6% of its U.S. restaurants in 2026 (roughly 298–358 locations) after reviewing underperforming units with franchisees, with 28 closures already in 2025 and a year-end total of 5,969 U.S. locations. The company plans a menu overhaul, including a new cheesy bacon cheeseburger and a chicken tender ranch wrap, and a stronger push on digital, social, and everyday value through initiatives like the Biggie Deals menu. Closures are expected mainly in the first half of 2026, as Wendy’s aims to stabilize performance while maintaining a flat global systemwide sales outlook for 2026 following a 5.5% Q4 revenue drop to $543 million.

Coca-Cola charts path to 2026 growth amid mixed Q4 results
business1 month ago

Coca-Cola charts path to 2026 growth amid mixed Q4 results

Coca-Cola posted a mixed Q4 2025, reporting adjusted EPS of 58 cents on $11.82 billion in revenue and net income of $2.27 billion. Unit-case volume rose 1%, with North America up 1% and Latin America up 2%, while premium drinks like Smartwater and Fairlife helped offset flat overall sparkling volumes. For 2026, the company guided 4%-5% organic revenue growth and 7%-8% comparable EPS growth, supported by strength in its water/tea/coffee portfolio. Shares have risen about 22% over the past year but fell roughly 3% in premarket trading after the report.

CVS Health sticks to 2026 targets after robust Q4 beat
business1 month ago

CVS Health sticks to 2026 targets after robust Q4 beat

CVS Health beat Q4 estimates with adjusted EPS of $1.09 and revenue of $105.69 billion, and reaffirmed its 2026 guidance of $7.00–$7.20 per share and at least $400 billion in revenue. Management cited headwinds from exiting ACA exchanges and lower drug prices under new pricing deals, while growth is expected from Caremark and improving Aetna margins, Oak Street Health, and the Rite Aid prescription integration.

Boston Scientific posts stronger-than-expected 2025 results, lifts 2026 outlook
business1 month ago

Boston Scientific posts stronger-than-expected 2025 results, lifts 2026 outlook

Boston Scientific reported Q4 2025 net sales of $5.286 billion, up 15.9% year over year, with GAAP net income of $672 million ($0.45 per share) and adjusted EPS of $0.80. For all of 2025, net sales totaled $20.074 billion (up 19.9%), GAAP net income was $2.898 billion ($1.94 per share), and adjusted EPS was $3.06. For 2026, the company guides net sales growth of about 10.5–11.5% on a reported basis (10.0–11.0% organic) and adjusted EPS of $3.43–$3.49, plus Q1 2026 guidance of 10.5–12.0% net sales growth (8.5–10.0% organic) and EPS $0.78–$0.80. The release also notes ongoing product approvals, trials, and strategic acquisitions (e.g., Penumbra, Valencia Technologies) and the discontinuation of ACURATE neo2/Prime valve sales.

business1 month ago

Lilly fuels growth with Q4 2025 results, raises 2026 outlook to $80–83B

Eli Lilly reported Q4 2025 revenue of $19.3B, up 43% y/y, with GAAP EPS of $7.39 and non-GAAP EPS of $7.54, driven by strong demand for Mounjaro and Zepbound. The company highlighted regulatory progress (FDA approval of Kwikpen for tirzepatide and expanded Jaypirca indication) and a 2026 revenue guidance of $80–$83B with non-GAAP EPS of $33.50–$35.00, along with ongoing obesity/diabetes pipeline developments and a U.S. government agreement to expand access to obesity medicines.

Novo Nordisk Warns of 2026 Revenue Drop as Competition, MFN Pricing Bite
business1 month ago

Novo Nordisk Warns of 2026 Revenue Drop as Competition, MFN Pricing Bite

Novo Nordisk warned that 2026 sales and operating profit could fall 5%-13%, pressured by U.S. price competition, a Most Favored Nation pricing deal, currency headwinds, and looming patent expirations abroad; Wegovy momentum supported 2025 results, and the company plans reinvestment from savings amid ongoing layoffs. It also announced leadership changes: Dave Moore is leaving and will be replaced by Jamey Millar, while Ludovic Helfgott is departing with Hong Chow slated to join. Shares fell about 14% after the update.

Verizon Sees Turnaround Momentum as 2025 Net Adds Reach 2019 Highs
business1 month ago

Verizon Sees Turnaround Momentum as 2025 Net Adds Reach 2019 Highs

Verizon posted strong Q4 and full-year 2025 results with its highest quarterly mobility and broadband net additions since 2019, aided by the Frontier fiber acquisition; 2026 guidance calls for continued growth, including 750k–1.0M total retail postpaid phone net additions, 2–3% service revenue growth, adjusted EPS of $4.90–$4.95, and free cash flow above $21.5B as the company pursues a strategic turnaround.

UnitedHealth Stock Dips as Goldman Sees 2026 EPS Path On Track
business1 month ago

UnitedHealth Stock Dips as Goldman Sees 2026 EPS Path On Track

Despite a Q4 EBIT shortfall driven by weaker Optum Health margins and higher opex, Goldman Sachs maintains a Buy rating on UnitedHealth with a $421 target and says the 2026 EPS guidance of $17.75+ is on track with Street expectations. The analyst notes margin improvements in Optum (about 5.1%) and a company-wide operating margin guide of ~3.2%, amid Medicare funding pressure. The stock has fallen roughly 20% to around $282 and sits near a 52-week low, though the note emphasizes the path to margin recovery and long-term upside.

UnitedHealth Sees 2026 Revenue Decline Amid Turnaround Plan
business1 month ago

UnitedHealth Sees 2026 Revenue Decline Amid Turnaround Plan

UnitedHealth beat Q4 earnings modestly ($2.11 vs. $2.10) but issued soft 2026 revenue guidance of just over $439 billion (about a 2% decline from 2025) due to divestitures, a planned U.S. membership reduction, and a roughly $6 billion revenue hit from Medicare’s new V28 coding system. The company aims a domestic-focused turnaround with higher prices, trimmed benefits, and transparency, targeting a 2026 medical benefit ratio of about 88.8% (around 50 bps wide of error), improving from 89.1% in 2025.

GM's Q4 2025 Preview: EV Restructuring Charges Beset Net Income, Yet 2026 Outlook Holds Promise
business1 month ago

GM's Q4 2025 Preview: EV Restructuring Charges Beset Net Income, Yet 2026 Outlook Holds Promise

General Motors is set to report Q4 2025 results with analysts forecasting about $2.20 in adjusted earnings per share on roughly $45.8 billion in revenue, a slight revenue dip year over year but higher adjusted EPS. The company will take around $7.1 billion in special charges tied to its EV pullback and China restructuring, which will affect reported net income but not adjusted results. GM has reaffirmed its 2026 guidance, aiming for adjusted EBIT of $12–$13 billion, adjusted EPS of $9.75–$10.50, and adjusted automotive free cash flow of $10–$11 billion, with 2026 expected to improve on 2025. The earnings call is scheduled for 8:30 a.m. EST.

UAL Q4 EPS Beat Promises Record 2026 on Strong Travel Demand
business1 month ago

UAL Q4 EPS Beat Promises Record 2026 on Strong Travel Demand

United Airlines beat Q4 2025 expectations on earnings with EPS of $3.10 on $15.40 billion in revenue (in line with forecasts), driven by higher demand for premium and non-premium tickets. The carrier projected a potential record year in 2026, guiding for $12–$14 EPS (roughly in line with the $13.16 consensus) and forecasting Q1 2026 EPS of $1.00–$1.50. Premium ticket revenue rose 9% in Q4 and 11% for the full year, supporting a bullish outlook reflected in a Strong Buy consensus from analysts and a ~$141 price target, suggesting substantial upside as demand momentum continues.