The USD/CAD pair trades with mild losses near 1.3685 during the early European session on Friday. The US Dollar softens against the Canadian Dollar amid weaker-than-expected US economic data and a rise in crude oil prices.
Energy and construction materials company MDU Resources (NYSE:MDU) missed Wall Street’s revenue expectations in Q4 CY2025, with revenue of $534 million. Its GAAP profit of $0.37 per share increased from $0.27 in the same quarter last year.
Civil infrastructure company Construction Partners (NASDAQ:ROAD) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 44.1% year on year to $809.5 million. The company’s full-year revenue guidance of $3.52 billion at the midpoint came in 1.8% above analysts’ estimates. Its non-GAAP profit of $0.47 per share was 53.4% above analysts’ consensus estimates.
Multi-industry consumer and professional products manufacturer Griffon Corporation (NYSE:GFF) announced better-than-expected revenue in Q4 CY2025, with sales up 2.6% year on year to $649.1 million. On the other hand, the company’s full-year revenue guidance of $1.8 billion at the midpoint came in 28.9% below analysts’ estimates. Its non-GAAP profit of $1.45 per share was 8.9% above analysts’ consensus estimates.
Financial automation platform BILL (NYSE:BILL) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 14.4% year on year to $414.7 million. Guidance for next quarter’s revenue was better than expected at $402.5 million at the midpoint, 1.8% above analysts’ estimates. Its non-GAAP profit of $0.64 per share was 14.2% above analysts’ consensus estimates.
Genomics company Illumina (NASDAQ:ILMN) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 5% year on year to $1.16 billion. The company’s full-year revenue guidance of $4.55 billion at the midpoint came in 3% above analysts’ estimates. Its non-GAAP profit of $1.35 per share was 8.3% above analysts’ consensus estimates.
Network chips maker MACOM Technology Solutions (NASDAQ: MTSI) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 24.5% year on year to $271.6 million. On top of that, next quarter’s revenue guidance ($285 million at the midpoint) was surprisingly good and 3.4% above what analysts were expecting. Its non-GAAP profit of $1.02 per share was 2.2% above analysts’ consensus estimates.
Freight delivery company XPO (NYSE:XPO) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 4.7% year on year to $2.01 billion. Its non-GAAP profit of $0.88 per share was 15.3% above analysts’ consensus estimates.
Global electronics components and solutions distributor Arrow Electronics (NYSE:ARW) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 20.1% year on year to $8.75 billion. On top of that, next quarter’s revenue guidance ($8.25 billion at the midpoint) was surprisingly good and 9.3% above what analysts were expecting. Its non-GAAP profit of $4.39 per share was 23.1% above analysts’ consensus estimates.
Clinical research company IQVIA (NYSE: IQV) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 10.3% year on year to $4.36 billion. The company’s full-year revenue guidance of $17.25 billion at the midpoint came in 1% above analysts’ estimates. Its non-GAAP profit of $3.42 per share was 0.7% above analysts’ consensus estimates.
Agricultural and farm machinery company AGCO (NYSE:AGCO) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 1.1% year on year to $2.92 billion. The company’s full-year revenue guidance of $10.55 billion at the midpoint came in 5% above analysts’ estimates. Its GAAP profit of $1.29 per share was 25.9% below analysts’ consensus estimates.
Water management company Advanced Drainage Systems (NYSE:WMS) announced better-than-expected revenue in Q4 CY2025, but sales were flat year on year at $693.4 million. The company’s full-year revenue guidance of $3.02 billion at the midpoint came in 1% above analysts’ estimates. Its non-GAAP profit of $1.27 per share was 14.7% above analysts’ consensus estimates.
Aerospace and defense company Huntington Ingalls (NYSE:HII) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 15.7% year on year to $3.48 billion. Its non-GAAP profit of $4.04 per share was 5% above analysts’ consensus estimates.
Industrial process heating solutions provider Thermon (NYSE:THR) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 9.6% year on year to $147.3 million. The company’s full-year revenue guidance of $521 million at the midpoint came in 0.8% above analysts’ estimates. Its non-GAAP profit of $0.66 per share was 13.4% above analysts’ consensus estimates.
Data collaboration platform LiveRamp (NYSE:RAMP) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 8.6% year on year to $212.2 million. On the other hand, next quarter’s revenue guidance of $205 million was less impressive, coming in 0.9% below analysts’ estimates. Its non-GAAP profit of $0.76 per share was 12.8% above analysts’ consensus estimates.
Biopharmaceutical company Bristol Myers Squibb (NYSE:BMY) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 1.4% year on year to $12.5 billion. The company’s full-year revenue guidance of $46.75 billion at the midpoint came in 5.7% above analysts’ estimates. Its non-GAAP profit of $1.26 per share was 4.6% above analysts’ consensus estimates.
Bearings manufacturer RBC Bearings (NYSE:RBC) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 17% year on year to $461.6 million. On the other hand, next quarter’s revenue guidance of $500 million was less impressive, coming in 1.6% below analysts’ estimates. Its non-GAAP profit of $3.04 per share was 6.2% above analysts’ consensus estimates.
Non-lethal weapons company Byrna (NASDAQ:BYRN) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 26% year on year to $35.25 million. Its non-GAAP profit of $0.17 per share was 56.4% above analysts’ consensus estimates.
Healthcare distributor and services company Cardinal Health (NYSE:CAH) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 18.8% year on year to $65.63 billion. Its non-GAAP profit of $2.63 per share was 11.2% above analysts’ consensus estimates.
Industrials automation company Rockwell (NYSE:ROK) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 11.9% year on year to $2.11 billion. On the other hand, the company’s full-year revenue guidance of $8.8 billion at the midpoint came in 0.6% below analysts’ estimates. Its non-GAAP profit of $2.75 per share was 10.7% above analysts’ consensus estimates.
Blood products company Haemonetics (NYSE:HAE). announced better-than-expected revenue in Q4 CY2025, but sales fell by 2.7% year on year to $339 million. Its non-GAAP profit of $1.31 per share was 4.8% above analysts’ consensus estimates.
Electronic trading platform Tradeweb Markets (NASDAQ:TW) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 12.5% year on year to $521.2 million. Its non-GAAP profit of $0.69 per share was 18% below analysts’ consensus estimates.
Heating, ventilation, air conditioning, and refrigeration company Carrier Global (NYSE:CARR) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 6% year on year to $4.84 billion. Its non-GAAP profit of $0.34 per share was 4.5% below analysts’ consensus estimates.
Battery and lighting company Energizer (NYSE:ENR) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 6.5% year on year to $778.9 million. Its non-GAAP profit of $0.31 per share was 19.1% above analysts’ consensus estimates.
Engineered components manufacturer for critical industries ITT Inc. (NYSE: ITT) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 13.5% year on year to $1.05 billion. Its non-GAAP profit of $1.85 per share was 4% above analysts’ consensus estimates.
Healthcare tech company Omnicell (NASDAQ:OMCL) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 2.3% year on year to $314 million. The company expects next quarter’s revenue to be around $305 million, coming in 8.2% above analysts’ estimates. Its non-GAAP profit of $0.40 per share was 19.4% below analysts’ consensus estimates.
Health insurance company Cigna (NYSE:CI) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 10.4% year on year to $72.5 billion. On the other hand, the company’s full-year revenue guidance of $280 billion at the midpoint came in 0.9% below analysts’ estimates. Its non-GAAP profit of $8.08 per share was 2.5% above analysts’ consensus estimates.
Engine manufacturer Cummins (NYSE:CMI) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 1.1% year on year to $8.54 billion. Its non-GAAP profit of $5.81 per share was 14.3% above analysts’ consensus estimates.
Chocolate company Hershey (NYSE:HSY) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 7% year on year to $3.09 billion. Its non-GAAP profit of $1.71 per share was 21.8% above analysts’ consensus estimates.
Market indexes scuba-dived today: went below the surface and stayed there, across the board. Bitcoin, metals and apparently equities are all being painted with the same quivering-hand brush.
Wedbush analyst Dan Ives said Wall Street's historic selloff in software stocks like Salesforce, ServiceNow and Microsoft reflects extreme AI-driven pessimism that overstates the threat to their relevance, even as near-term disruption weighs on valuations.
By breaking down physical barriers, consumer internet businesses are reshaping how people shop, connect, learn, and play. But it’s not all sunshine and rainbows as consumer purchasing power can make or break demand.
Unfortunately, the market seems to believe stormy skies are ahead as the industry has shed 17.8% over the past six months. This drawdown is a far cry from the S&P 500’s 8.4% ascent.
Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets.
But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.
Retailers are evolving to meet the expectations of modern, tech-savvy shoppers. Digitization has been one of the keys to staying competitive against e-commerce rivals, a move that has enabled the industry to grow same-store sales.
Consequently, retail stocks have climbed 7.2% over the past six months, nearly mirroring the S&P 500.
Whether you see them or not, industrials businesses play a crucial part in our daily activities. But their prominence also brings high exposure to the ups and downs of economic cycles.
Luckily, the tide is turning in their favor as the industry’s 21% return over the past six months has topped the S&P 500 by 12.5 percentage points.
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential.
However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions.
While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Their momentum is also rising as lower interest rates have incentivized higher capital spending.
As a result, the industry has posted a 21% gain over the past six months, beating the S&P 500 by 12.5 percentage points.
