Laser company nLIGHT (NASDAQ:LASR) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 71.3% year on year to $81.19 million. On top of that, next quarter’s revenue guidance ($73 million at the midpoint) was surprisingly good and 6.3% above what analysts were expecting. Its non-GAAP profit of $0.14 per share was 27.3% above analysts’ consensus estimates.
Real estate technology company Compass (NYSE:COMP) announced better-than-expected revenue in Q4 CY2025, with sales up 23.1% year on year to $1.7 billion. The company expects next quarter’s revenue to be around $2.65 billion, close to analysts’ estimates. Its GAAP loss of $0.07 per share was 18.1% below analysts’ consensus estimates.
Boutique fitness studio franchisor Xponential Fitness (NYSE:XPOF) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, but sales were flat year on year at $82.96 million. On the other hand, the company’s full-year revenue guidance of $265 million at the midpoint came in 12.5% below analysts’ estimates. Its non-GAAP loss of $0.91 per share was significantly below analysts’ consensus estimates.
HR software provider Asure Software (NASDAQ:ASUR) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 27.7% year on year to $39.31 million. The company expects next quarter’s revenue to be around $42 million, close to analysts’ estimates. Its GAAP profit of $0.03 per share was significantly above analysts’ consensus estimates.
Dental products company Dentsply Sirona (NASDAQ:XRAY) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 6.2% year on year to $961 million. On the other hand, the company’s full-year revenue guidance of $3.55 billion at the midpoint came in 3.4% below analysts’ estimates. Its non-GAAP profit of $0.27 per share was 6% below analysts’ consensus estimates.
Residential solar energy company Sunrun (NASDAQ:RUN) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 124% year on year to $1.16 billion. Its GAAP profit of $0.38 per share was significantly above analysts’ consensus estimates.
Higher education company Strategic Education (NASDAQ:STRA) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 3.8% year on year to $323.2 million. Its non-GAAP profit of $1.75 per share was 23.8% above analysts’ consensus estimates.
Financial guaranty insurer Assured Guaranty (NYSE:AGO) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 77.6% year on year to $277 million. Its non-GAAP profit of $2.32 per share was 48.4% above analysts’ consensus estimates.
Internet, cable TV, and phone provider Cable One (NYSE:CABO) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 6.1% year on year to $363.7 million. Its GAAP loss of $1.35 per share was significantly below analysts’ consensus estimates.
Infrastructure investment and operations firm FTAI Infrastructure (NASDAQ:FIP) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 77.7% year on year to $143.5 million. Its GAAP loss of $1.08 per share was significantly below analysts’ consensus estimates.
Cloud security platform Zscaler (NASDAQ:ZS) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 25.9% year on year to $815.8 million. The company expects next quarter’s revenue to be around $835 million, close to analysts’ estimates. Its non-GAAP profit of $1.01 per share was 12.6% above analysts’ consensus estimates.
General contracting company Tutor Perini (NYSE:TPC) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 41.2% year on year to $1.51 billion. Its non-GAAP profit of $1.07 per share was 16.3% above analysts’ consensus estimates.
Infrastructure investment and operations firm FTAI Infrastructure (NASDAQ:FIP) fell short of the market’s revenue expectations in Q4 CY2025, but sales rose 77.7% year on year to $143.5 million. Its GAAP loss of $1.08 per share was significantly below analysts’ consensus estimates.
Financial technology platform Intuit (NASDAQ:INTU) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 17.4% year on year to $4.65 billion. The company expects next quarter’s revenue to be around $8.54 billion, close to analysts’ estimates. Its non-GAAP profit of $4.15 per share was 12.7% above analysts’ consensus estimates.
Language-learning app Duolingo (NASDAQ:DUOL) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 35% year on year to $282.9 million. On the other hand, next quarter’s revenue guidance of $288.5 million was less impressive, coming in 0.9% below analysts’ estimates.
Dorsey said that Intelligence tools have changed what it means to build and run a company and a significantly smaller team, using the tools the company is building, can do more and do it better.
Online platform company Coupang (NYSE:CPNG) fell short of the market’s revenue expectations in Q4 CY2025, but sales rose 10.9% year on year to $8.84 billion. Its GAAP loss of $0.01 per share was significantly below analysts’ consensus estimates.
Education finance company Nelnet (NYSE:NNI) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 5% year on year to $392 million. Its GAAP profit of $1.60 per share was 1.8% below analysts’ consensus estimates.
Business development company Main Street Capital (NYSE:MAIN) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 3.6% year on year to $145.5 million. Its GAAP profit of $1.46 per share was 10.8% above analysts’ consensus estimates.
Aerospace and defense company Rocket Lab (NASDAQ:RKLB) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 35.7% year on year to $179.7 million. On the other hand, next quarter’s revenue guidance of $192.5 million was less impressive, coming in 3.3% below analysts’ estimates. Its GAAP loss of $0.09 per share was in line with analysts’ consensus estimates.
