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Q4 2025

All articles tagged with #q4 2025

Buffett’s Final Quarter: Berkshire Slows as Insurance Slump Signals New Era
business1 day ago

Buffett’s Final Quarter: Berkshire Slows as Insurance Slump Signals New Era

Berkshire Hathaway reported Q4 2025 operating earnings of $10.2B, down about 29% from a year earlier, with insurance underwriting profits down 54% to $1.56B and insurance investment income down ~25% to $3.1B. This was Buffett’s final quarter as CEO before Greg Abel begins 2026. For 2025, operating earnings totaled $44.49B and overall earnings $66.97B, pressured by a $4.5B impairment from Kraft Heinz and Occidental; investment gains helped but overall earnings still fell. Berkshire did not buy back shares and its cash hoard eased to $373.3B, while its stock rose ~10% in 2025, lagging the S&P 500.}

Flutter's FanDuel Misses Q4 Targets, Guides Softer 2026 Revenue
business2 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.

HBO Max Surges to 131.6M Subs as WBD Deal Drama Dominates Q4
business3 days ago

HBO Max Surges to 131.6M Subs as WBD Deal Drama Dominates Q4

HBO Max ended the year with 131.6 million subscribers and helped streaming revenue rise in Q4, while Warner Bros. Discovery posted a 6% drop in quarterly revenue to $9.46 billion and a 19% fall in adjusted EBITDA, amid NBA ad-headwinds and ongoing merger drama with Paramount and Netflix; streaming profitability improved, and the company pressed ahead with international expansion and a potential spin-off of Discovery Global.

Lowe's Posts Q4 2025 Earnings Rise, Sets Positive 2026 Outlook
business4 days ago

Lowe's Posts Q4 2025 Earnings Rise, Sets Positive 2026 Outlook

Lowe's reported $20.58 billion in Q4 2025 sales and net earnings of $999 million ($1.78 per share), with adjusted diluted EPS of $1.98 after excluding $149 million in pre-tax costs tied to the Foundation Building Materials and Artisan Design Group acquisitions. For the full year, net earnings were $6.654 billion and the company provided a 2026 outlook of $92–$94 billion in sales, flat-to up 2% in comparable sales, and adjusted diluted EPS of $12.25–$12.75 (GAAP diluted EPS about $11.75–$12.25), with operating margin 11.2%–11.4%, and capex around $2.5 billion. The firm highlighted growth in Pro, online, and home services, paid $673 million in dividends in Q4 and returned about $2.6 billion to shareholders in 2025, and remains optimistic on share gains amid housing-market headwinds through productivity initiatives.

Hims & Hers Health Posts Mixed Q4: EPS Beat but Revenue Miss Sparks After-Hours Drop
business5 days ago

Hims & Hers Health Posts Mixed Q4: EPS Beat but Revenue Miss Sparks After-Hours Drop

Hims & Hers Health reported mixed Q4 and full-year 2025 results: EPS of $0.08 beat consensus of $0.04 but down 27% year-over-year, while Q4 revenue rose 28% to $617.8 million but missed estimates of $619.2 million. U.S. revenue climbed 17% to $554.15 million, with international revenue up about 825% as it expands globally. Monthly revenue per average subscriber rose 11% to $83. For 2026, the company guided Q1 revenue of $600–$625 million and adjusted EBITDA of $35–$55 million, with full-year revenue of $2.7–$2.9 billion, aiming for longer-term targets of $6.5 billion in revenue and $1.3 billion in Adjusted EBITDA by 2030; stock moved lower in after-hours trading amid the mixed results.

US GDP slows to 1.4% in Q4 2025 as shutdown drags growth
business9 days ago

US GDP slows to 1.4% in Q4 2025 as shutdown drags growth

US GDP rose at a 1.4% annualized rate in Q4 2025, undershooting economists’ expectations of about 3%, as disruptions from the government shutdown and softer consumer spending weighed on growth. The CBO estimated the shutdown shaved roughly 1.5 percentage points from Q4 GDP, with most lost output expected to be recovered. AI-related investment and tax cuts are seen as supports for activity later in the year, even as the economy remains uneven and inflation pressures persist.

CVS Health sticks to 2026 targets after robust Q4 beat
business19 days 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.

Pfizer's Q4 Preview: Beat Likely, but Upside Hinges on Drug Updates and US Pricing Policy
business26 days ago

Pfizer's Q4 Preview: Beat Likely, but Upside Hinges on Drug Updates and US Pricing Policy

Pfizer is set to report Q4 earnings before the open, with expectations for EPS of $0.57 on about $16.85 billion in revenue, continuing its streak of beating earnings in 15 of the last 16 quarters. Yet upside looks limited given 2026 guidance, so focus may shift to new drug data (VESPER-3 obesity study, Lyme vaccine, prostate cancer treatment, NSCLC therapy) and potential US pricing pressure from Medicare negotiations starting in 2028. Options imply roughly a 3.6% move post-earnings, and Wall Street holds a Moderate Buy with a around $28.5 average target (AI target about $29).

Jefferies Flags META Trading at Historical Discount to GOOGL After Q4 Beat
business1 month ago

Jefferies Flags META Trading at Historical Discount to GOOGL After Q4 Beat

Meta Platforms gained about 7–8% pre-market after a solid Q4 beat, with Jefferies noting META trades at roughly 21x forward earnings versus Alphabet’s ~28x—a gap the firm says is wider than historical norms and implies a valuation discount. META posted $8.88 per share on $59.89B in revenue; it also guided capex up to $135B to power AI, a spend that could compress margins by around 5% this year, though cost controls and a leaner metaverse push are positives. Five-star analyst Brent Thill remains bullish with a $910 price target (≈35% upside), and the street-wide Strong Buy rating still points to meaningful upside, with an average target around $830 (~24% upside).

Deutsche Bank posts record Q4 2025 profit amid probe
business1 month ago

Deutsche Bank posts record Q4 2025 profit amid probe

Deutsche Bank posted 1.3 billion euros in Q4 2025 net profit on 7.73 billion euros of revenue, beating profit estimates and matching revenue forecasts; the CET1 ratio was 14.2% and credit impairment came in at 395 million euros, below the forecast. CFO James Von Moltke highlighted strong performances in fixed income, currencies, DWS, and private banking with optimism for 2026 IPO activity, despite a slower investment-banking year. The results come as German prosecutors opened a money-laundering probe with searches of Frankfurt and Berlin offices; the bank is cooperating and emphasizes its investments in financial-crime risk management.

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.

WFC Dips After Q4 2025 Earnings Miss
business1 month ago

WFC Dips After Q4 2025 Earnings Miss

Wells Fargo reported Q4 2025 EPS of $1.62 (below the $1.66 expected) and revenue of $21.29B (below $21.65B), though EPS rose 13.3% YoY as revenue grew 4.5%; management did not issue formal guidance but pointed to improvements from the Fed asset-cap removal and end of consent orders. The stock slid about 1.8% in premarket trading after the report, and analysts’ consensus remains a Moderate Buy with a roughly $99.50 target.