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ICE reported Q4 2025 net revenues of $2.5 billion, up 8% year-over-year, capping 20 consecutive years of record annual revenues at $9.9 billion.
Boston Scientific’s Q4 caps a transformative year, driven by ~15.5% organic growth from WATCHMAN, FARAPULSE electrophysiology, and MedSurg expansions. As a leader in minimally invasive devices, BSX’s results set the benchmark against Medtronic and Stryker—diversified medtech giants navigating tariffs, procedural rebounds, and innovation.
Qualcomm’s Q1 FY2026 report, covering the period ended December 28, 2025, arrives amid a pivotal shift in the semiconductor landscape. While handset growth moderates, the company is expanding in automotive, IoT, and AI-enabled devices.
Eli Lilly (LLY), AbbVie (ABBV), and Merck (MRK) all reported strong Q4 2025 earnings, but the market reacted differently to each, reflecting variations in growth profiles, product concentration, and sector dynamics. AbbVie delivered Q4 revenue of $16.62 billion, up 10% year-over-year, with full-year revenue reaching $61.2 billion, an 8.6% increase. Adjusted EPS came in at $2.71, surpassing consensus, though shares dipped following the report amid ongoing Humira concerns
Uber (UBER) reports Q4 2025 earnings on February 4, 2026, with consensus estimates of $0.78 EPS and $14.32 billion in revenue, up about 20% year over year.
Banco Santander (SAN) reports Q4 2025 earnings on February 4, 2026, following record nine-month attributable profit of €10.3 billion, up 11% year over year.
Arm, the leading provider of energy-efficient processor designs powering over 99% of smartphones and expanding into AI data centers, faces high scrutiny in Q3 FY2026 (ending Dec 31, 2025). After a strong Q2 with record royalty and licensing revenue, investors are focused on whether AI demand will continue to drive robust growth.
Novo Nordisk (NVO) reports Q4 2025 earnings on February 4, 2026, with consensus estimates of $11.96 billion in revenue and $0.89 EPS, reflecting a moderation in GLP-1 growth. Eli Lilly (LLY) is expected to report around the same time, with projections of $17.87 billion in revenue and $6.99 EPS, driven by continued volume gains from Mounjaro and Zepbound.
Novartis (NVS) reports Q4/FY 2025 earnings on February 4, 2026, with consensus calling for ~$1.99 EPS on ~$13.7 billion in revenue. Sanofi (SNY) delivered strong FY 2025 results on January 29, reporting €43.6 billion in sales (+9.9% CER) and 15% business EPS growth.
MUFG is expected to report Q3 FY2026 EPS of about $0.30, broadly in line with its recent pattern of earnings beats.
CME Group (CME): Q4 2025 earnings due February 4, 2026; consensus expects adjusted EPS $2.75 and revenue ~$1.6B. S&P Global (SPGI): Q4 2025 earnings due February 10, 2026; Q3 posted EPS $4.73 and 9% revenue growth, driven by Ratings, Indices, and Market Intelligence.
Faraday Future Intelligent Electric Inc. (FFAI) shares traded near $1.02 this week following announcements of a non-binding $10 million stock purchase term sheet with AIxCrypto (AIxC) and preparations for a Stockholders’ Day on January 7, 2026. Trading volume spiked amid broader EV volatility, highlighting investor attention on FFAI’s pivot toward AI-enhanced mobility and robotics.
IDEXX Laboratories (IDXX) reports Q4 2025 earnings on February 2, 2026, with analysts expecting continued strength in recurring revenue from companion animal diagnostics. Danaher (DHR) reports on January 28, while Thermo Fisher Scientific (TMO) follows in early February, with both facing low-single-digit core growth expectations across life sciences and diagnostics.
NIO Inc. (NIO) produced its one-millionth vehicle this week at its Hefei facility, closing out a record 2025 delivery total of 326,028 units, up 46.9% year over year. The milestone, announced January 6, reflects accelerating demand for core models such as the ES8 SUV and newer brands ONVO and Firefly.
BTQ Technologies Corp. (BTQ), formerly BTQQF, launched the Bitcoin Quantum testnet this week—the first quantum-safe Bitcoin fork, 17 years after Bitcoin’s genesis block. The move coincided with inclusion in the $524.5 million VanEck Quantum Computing UCITS ETF, boosting European investor visibility.
ASML reported Q4 2025 net sales of $9.7 billion, gross margin of 52.2%, net income of $2.8 billion, and record net bookings of $13.2 billion, including $7.4 billion in EUV orders.
VEU targets large- and mid-cap ex-U.S. stocks with ~3,800 holdings. VXUS offers broad all-cap exposure, including ~8,600 stocks across small-, mid-, and large-cap companies.
SoFi Technologies is set to report Q4 and full-year 2025 earnings on January 30, 2026, closing out a pivotal year for the digital finance platform. With its fiscal year ending December 31, the report follows a strong Q3 that featured record net revenue of $962 million and member growth to 12.6 million, a 35% year-over-year increase.
Apple (AAPL) reports Q1 FY2026 earnings on January 29, with consensus revenue at $138.5B and EPS at $2.67, supported by strong demand for iPhone 17 models, higher average selling prices, and continued Services growth. Microsoft (MSFT) reports Q2 FY2026 on January 28, expecting $80.3B revenue and $3.91 EPS, driven by Azure AI adoption and enterprise cloud expansion, though elevated capex spending (~$35B/quarter) remains under scrutiny.
Visa Inc. (V), the global payments network leader, reports Q1 FY2026 earnings on January 29, 2026, for the period ending December 31, 2025. This marks the start of FY2026 following a strong FY2025, where net revenue reached $40 billion (+11%) and EPS climbed to $11.47 (+14%). Investors are watching closely for insights into consumer spending, cross-border travel recovery, and digital payment adoption.
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