Starbucks inventory pops, GE Vernova slips, ASML surges

Yahoo Finance’s Brooke DiPalma studies:

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Texas Devices (TXN) inventory popped greater than 9% in prolonged buying and selling because the semiconductor firm’s steerage impressed traders and overshadowed a miss on earnings.

Earnings per share declined 12 months over 12 months to $1.27 on income of $4.42 billion. Wall Avenue analysts forecast earnings per share of $1.31 on income of $4.44 billion, in line with S&P International Market Intelligence.

Income decreased 7% from the third quarter however elevated 10% from the fourth quarter a 12 months in the past.

Nevertheless, the Avenue was inspired by Texas Devices’ first quarter monetary outlook. The chipmaker stated it expects income within the vary of $4.32 billion to $4.68 billion and earnings per share between $1.22 and $1.48, properly above the typical Avenue estimate for $4.4 billion in income and $1.28 earnings per share in Q1.

Take heed to the earnings name dwell right here.

Swiss laptop {hardware} maker Logitech (LOGI) reported better-than-expected third quarter earnings on Tuesday as strategic AI upgrades to its merchandise helped drive gross sales progress. However the inventory edged decrease after hours.

Within the firm’s fiscal third quarter, earnings rose 28% 12 months over 12 months to $1.69, beating Wall Avenue analyst estimates for $1.66 per share, in line with S&P International Market Intelligence. Gross sales elevated 6% 12 months over 12 months to $1.42 billion, forward of expectations for $1.4 billion in gross sales.

“Development was broad-based throughout classes, areas and each shopper and enterprise channels,” Logitech CEO Hanneke Faber stated within the launch. “Apart from pandemic peaks, we drove file working revenue regardless of tariff headwinds, underscoring the standard of our portfolio, the energy of our innovation and our distinctive world operational capabilities.”

For the fiscal fourth quarter, Logitech expects gross sales within the vary of $1.07 billion to $1.09 billion, representing gross sales progress of 6% to eight%, which was consistent with analysts’ estimates.

For the complete 12 months, Logitech expects gross sales within the vary of $4.82 billion-$4.84 billion.

Take heed to the earnings name right here.

Prospects aren’t visiting eating places as a lot, in line with meals distributor Sysco (SYY), however the trade is optimistic that foot visitors may enhance this 12 months.

On the corporate’s earnings name, Sysco CEO Kevin Hourican alluded to greater tax refund checks and clients changing into extra accustomed to tariffs as components that would assist carry restaurant visitors. On the restaurant aspect, he famous that companies have began adjusting to shoppers’ desire for worth, which may additionally convey in additional diners.

“I consider that restaurant operators, notably unbiased restaurant operators, have leaned into the patron want for worth,” he stated. “They have been extra nimble. They’ve adjusted menu costs. They’ve checked out issues like portion sizes. They’ve checked out various proteins that may save the client cash, and independents within the trade are doing higher than nationwide chains.”

Sysco, which supplies meals, kitchen, and eating provides to eating places, reported greater gross sales within the second quarter and noticed features in US native foodservice volumes, although nationwide chain eating places have been nonetheless suppressed.

“The declining foot visitors to eating places, per Black Field, has negatively impacted our nationwide chain restaurant clients as could be seen in our outcomes as quantity with these clients was down year-over-year,” Hourican stated, noting that the corporate expects to offset that weak spot with energy in its non-restaurant enterprise.

For the second quarter, gross sales elevated 3% 12 months over 12 months to $20.8 billion, whereas diluted earnings per share of $0.81 have been 1.2% decrease than the second quarter of 2025.

Sysco additionally raised its full-year adjusted earnings per share to be on the excessive finish of its steerage vary of $4.50-$4.60.

The inventory jumped 9% on Tuesday afternoon.

Boeing (BA) continued to rebuild aircraft manufacturing within the fourth quarter, resulting in the very best income in eight years.

The plane maker stated its 2025 income of $89.5 billion and deliveries of 600 industrial jets mirrored the corporate’s highest gross sales since 2018.

For the fourth quarter, Boeing reported earnings per share of $10.23 on income of $23.9 billion, in comparison with a loss per share of $5.46 and income of $15.2 billion a 12 months in the past.

“We made vital progress on our restoration in 2025 and have set the muse to maintain our momentum going within the 12 months forward,” CEO Kelly Ortberg stated. “We accomplished the acquisition of Spirit AeroSystems and the sale of parts of the Digital Aviation Options enterprise and stay targeted on selling steady operations, finishing our improvement packages, rebuilding belief with our stakeholders, and totally restoring Boeing to the long-lasting firm everyone knows it may be.”

Revenues in Boeing’s Industrial Airplanes section rose 139% from This fall 2024 to This fall 2025. Gross sales within the Protection, House, and Safety unit climbed 37%, whereas International Providers revenues rose 2%.

Boeing inventory dipped about 1% forward of the opening bell.

Reuters studies:

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American Airways (AAL) earnings have been under expectations for the fourth quarter as the federal government shutdown affected flights, however the airline shared an upbeat outlook for the start of the 12 months.

The airline reported earnings per share of $0.15, in comparison with estimates of $0.30, in line with S&P International Market Intelligence. File income of $14 billion was consistent with estimates.

American stated that the federal government shutdown impacted income by roughly $325 million in This fall.

Whereas bookings slowed towards the top of the 12 months, the airline stated they picked as much as begin 2026.

“Following softer-than-expected bookings late within the fourth quarter, bookings strengthened meaningfully in January,” the corporate stated. “Primarily based on these bookings, the corporate expects solidly optimistic first-quarter unit income for the home entity and the system, with whole income rising 7.0%-10.0%.”

For the complete 12 months, American expects adjusted earnings per diluted share in a spread of $1.70-$2.70, with a midpoint above the estimated $1.85.

The inventory rose 4% in premarket buying and selling.

Yahoo Finance’s Pras Subramanian studies:

Basic Motors (GM) continued its sturdy run of quarterly efficiency with fourth quarter earnings that topped estimates, because it upped its dividend and instituted a brand new $6 billion inventory buyback plan.

For the quarter, GM reported income of $45.29 billion in contrast with the $45.37 billion estimated, a drop of 5.1% in contrast with final 12 months. The automaker posted This fall adjusted earnings per share (EPS) of $2.51 vs $2.28 anticipated, on adjusted earnings earlier than curiosity and taxes (EBIT) of $2.843 billion vs. $2.77 billion estimated.

For 2026, GM initiatives the next:

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Nucor’s (NUE) fourth quarter outcomes missed Wall Avenue expectations attributable to decrease volumes and compressed margins from greater metal costs.

The Charlotte, N.C.-based metal producer reported earnings per share of $1.64, in comparison with estimates of $1.77, in line with S&P International Market Intelligence. Income of $7.69 billion additionally missed expectations for $7.9 billion in gross sales, led by quarter-over-quarter gross sales declines within the metal mills and metal merchandise segments.

Nucor inventory declined 3% in after-hours buying and selling. The inventory was down 2% throughout Monday’s session following Metal Dynamics’ (STLD) This fall outcomes.

Like Metal Dynamics, Nucor provided some optimism for the quarter forward, saying that it is seeing “sturdy demand” in a number of finish markets in addition to “sturdy backlogs.” The corporate additionally stated it was inspired by federal insurance policies in place, corresponding to import tariffs on metal and metal merchandise.

The corporate stated it expects earnings to rise in Q1 throughout all segments however didn’t provide particular steerage but. Nucor’s earnings name will happen on Tuesday at 10 a.m. ET. You’ll be able to take heed to it on Yahoo Finance.

Houston-based oil subject providers firm Baker Hughes (BKR) reported fourth quarter earnings on Sunday that beat analyst expectations as the corporate’s give attention to liquefied pure gasoline and industrial power infrastructure paid off.

Baker Hughes reported earnings per share of $0.88, which was higher than the $0.67 per share Wall Avenue was anticipating, in line with S&P International Market Intelligence. Income of $7.3 billion additionally got here in greater than the Avenue estimate of $7 billion.

The inventory rose greater than 2% in premarket buying and selling.

The Industrial & Vitality Expertise section noticed continued energy and secured a file backlog of $32.4 billion, the corporate stated.

“Wanting forward, we anticipate IET orders to stay at sturdy ranges, supported by continued momentum in LNG, a stronger 12 months of FPSO [floating production storage and offloading] and gasoline infrastructure awards, and sustained energy for energy methods,” Baker Hughes CEO Lorenzo Simonelli stated within the earnings launch. “In opposition to this favorable backdrop, we venture comparable ranges of natural IET orders in 2026.”

Take heed to the corporate’s earnings name at 9:30 a.m. ET.