Tag Archives: better-than-expected

Analog Devices (ADI) Stock: Chipmaker Crushes Earnings as Recovery Takes Hold

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TLDR Analog Devices reported Q4 earnings of $2. 26 per share, beating analyst estimates of $2. 23 by $0. 03 Revenue reached $3. 08 billion for the quarter, surpassing the consensus estimate of $3. 02 billion The company issued strong Q1 2026 guidance with expected EPS of $2. 19-$2. 39 and revenue of $3. 00-$3. 20 billion Industrial segment revenue jumped 34% year-over-year to $1. 43 billion, representing nearly half of total sales Communications segment posted $389. 8 million in revenue, exceeding analyst expectations of $380. 60 million Analog Devices delivered better-than-expected results for its fourth quarter. The chipmaker reported earnings of $2. 26 per share. That figure topped analyst estimates of $2. 23 by three cents. Revenue came in at $3. 08 billion versus the consensus estimate of $3. 02 billion. The Wilmington, Massachusetts-based company didn’t stop there. Management issued guidance that exceeded Wall Street expectations. Analog Devices, Inc., ADI For Q1 2026, Analog Devices expects earnings between $2. 19 and $2. 39 per share. Analysts had predicted $2. 18 per share. Revenue guidance landed at $3. 1 billion, give or take $100 million. That beats the analyst estimate of $2. 96 billion. The stock closed at $239. 40 before the earnings report. Over the past year, shares climbed 9. 29%. Business Segments Show Recovery The industrial segment proved to be the star performer. Revenue in this division hit $1. 43 billion, up 34% from the prior year. This segment accounts for roughly half of Analog Devices’ total sales. Customers ramped up spending on factory automation and defense systems. Digital healthcare and energy infrastructure investments also drove growth. Analysts had expected $1. 44 billion from the industrial segment. The communications division posted solid results too. Revenue reached $389. 8 million for the quarter. That beat analyst expectations of $380. 60 million. This segment makes equipment for wireless network radio signal transmission. CFO Richard Puccio noted the company saw “notable strength” in the communications market. Healthy booking trends continued throughout the fourth quarter. Management Commentary on Market Conditions Puccio addressed the current business environment during the earnings release. He acknowledged that macro uncertainty could shape fiscal 2026. However, he expressed confidence in the company’s position. “We believe we are well positioned to continue capitalizing on the ongoing cyclical recovery,” Puccio stated. The chipmaker has weathered a prolonged demand slump. Now the company is seeing recovery across multiple business sectors. Enterprises are loosening their budgets again. Infrastructure expansion remains a priority for many customers. Tariff uncertainties persist in the market. But demand has remained resilient despite these concerns. Growth in the industrial sector continued during Q4. The communications market showed particular strength according to management. In the past 90 days, Analog Devices received 25 positive EPS revisions. Only one negative revision came through during that period.
https://blockonomi.com/analog-devices-adi-stock-chipmaker-crushes-earnings-as-recovery-takes-hold/

Private payroll losses accelerated in the past four weeks, ADP reports

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The U. S. labor market is showing further signs of weakening as the pace of layoffs has picked up over the past four weeks, payrolls processing firm ADP reported Tuesday. Private companies lost an average of 13, 500 jobs a week over the past four weeks, ADP said as part of a running update it has been providing. That’s an acceleration from the 2, 500 jobs a week lost in the last update a week ago. With the government shutdown still impacting data releases, alternative data like ADP’s has been filling in the blanks on the economic picture. Government agencies such as the Bureaus of Labor Statistics and Economic Analysis have released revised schedules, but critical reports such as the monthly nonfarm payrolls count won’t come out until December. Policymakers at the Federal Reserve won’t have much of the usual data they use to make forecasts when they meet again Dec. 9-10. However, in recent days, several officials have advocated for additional interest rate cuts, causing the market to recalibrate expectations to now expecting a reduction at next month’s meeting. “With the next jobs report now scheduled for December 16 and CPI for December 18, there is little on the calendar to derail a cut on December 10,” Goldman Sachs chief economist Jan Hatzius said in a client note Sunday. When the releases do start rolling out, Hatzius said he expects that “alternative indicators show renewed job losses in October” even though the BLS last week reported better-than-expected 119, 000 growth in payrolls for September. The Goldman team expects the Fed to react with a cut in December and two more quarter percentage points reductions in 2026.
https://www.cnbc.com/2025/11/25/private-payroll-losses-accelerated-in-the-past-four-weeks-adp-reports-.html

Columbia Sportswear Had A Flat Quarter, But Underlying Trends Are Not That Good

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**Columbia Sportswear Had a Flat Quarter, But Underlying Trends Are Not That Good**
*Nov. 02, 2025 | 8:14 AM ET*

Columbia Sportswear Company (COLM) delivered slightly better-than-expected Q3 results, but underlying trends remain challenged, especially in the U.S. and direct-to-consumer channels. While the top-line performance was supported by earlier wholesale shipments, the company faced pressure on the bottom line due to impairments.

COLM continues to face margin pressure from tariffs and rising selling, general, and administrative expenses (SG&A). Operating margins for the full fiscal year 2025 are expected to decline, with further headwinds anticipated in fiscal year 2026.

On the positive side, product and marketing innovation—including new campaigns and higher-priced items—offer some promising opportunities. However, the overall impact of these initiatives remains uncertain at this stage.

With a valuation at approximately 15 times earnings and a flat growth outlook, COLM appears more attractive than it did a year ago. Nevertheless, a cautious **Hold** rating is warranted given the challenges ahead.

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### Q3 2025 Results Highlights

Columbia Sportswear reported Q3 2025 results that slightly exceeded expectations on the top line, driven mainly by earlier wholesale shipments. However, impairments impacted the bottom line, reflecting persistent operational challenges.

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### Operational Perspective

This analysis is provided by Quipus Capital, a long-only investment firm focused on evaluating companies from an operational, buy-and-hold perspective. Unlike market-driven analyses, our research emphasizes understanding long-term earnings power, competitive dynamics, and investing in companies we would be comfortable holding regardless of short-term price fluctuations.

Most of our recommendations result in “Hold” ratings by design, reflecting a cautious approach in a generally bullish market. Only a small fraction of companies are deemed Buy candidates at any given time. Hold ratings offer valuable information for future investors and encourage a healthy dose of skepticism.

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### Disclaimer

All articles represent the author’s opinions only and are provided “as is” without any warranty. They do not constitute professional investment advice. Readers should conduct their own due diligence and consult licensed professionals before making investment decisions. The author disclaims any liability for actions taken based on the information contained herein.

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### Analyst’s Disclosure

I/we have no stock, option, or similar derivative positions in any companies mentioned, nor plans to initiate any within the next 72 hours. This article expresses my own opinions. I am not receiving compensation for it other than from Seeking Alpha. I have no business relationships with any companies mentioned.

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### Seeking Alpha Disclosure

Past performance is no guarantee of future results. No recommendation or advice is given regarding the suitability of any investment. Views expressed may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker, U.S. investment adviser, or investment bank. Our analysts include both professional and individual investors who may not be licensed or certified by any regulatory body.

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https://seekingalpha.com/article/4836746-columbia-sportswear-had-a-flat-quarter-but-underlying-trends-are-not-that-good?source=feed_all_articles

Software sector appears ripe for beats as Q3 earnings arrive: Mizuho

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As the earnings season arrives, Mizuho’s industry checks indicate that the software sector is poised to demonstrate better-than-expected growth during the third quarter.

“Our 3Q checks were very solid overall,” said Mizuho analysts, led by Gregg Moskowitz, in an in-depth investor report.
https://seekingalpha.com/news/4505343-software-sector-appears-ripe-for-beats-as-q3-earnings-arrive-mizuho?utm_source=feed_news_all&utm_medium=referral&feed_item_type=news