#q4-2025-estimates

#q4-2025-estimates

"It has nailed every recession since WWII without falsely predicting a downturn. If it is triggered, it may take a while for the Business Cycle Dating Committee of the National Bureau of Economic Research to confirm it, but we are already in a recession."

The challenges we all face are significant. The list is long but at the top are the terrible ongoing war and violence in Ukraine, the current war in Iran and the broader hostilities in the Middle East, terrorist activity and growing geopolitical tensions, importantly with China.

I think that most people who are focused on oil prices right now think that if this happens tonight, you're looking at much higher oil prices and for a very long time.

The sharp rise in oil prices and renewed inflation concerns created significant pressure on both stocks and bonds, impacting investor sentiment and market dynamics.

"We posit that the ongoing loss of energy supply to [the] global economy is so large (larger than the shocks of the 1970s as a share of oil supply) that it simply must be solved, either militarily or diplomatically, and that through various potential channels this occurs by mid-late April."

Figure Technology Solutions reported Q1 2026 originations of $2.9 billion, more than double year-over-year, with monthly volumes crossing $1 billion in March 2026.

Consumer Loan Marketplace volume was primarily driven by new partner expansion with 307 partners and continued growth in volume from nascent products such as small-business lending loans and DSCR loans. From a DSCR perspective, we do have now about 25 or so partners that have been activated, with another 15 agreements out.

U.S. economic growth cooled significantly in the fourth quarter of 2025, which the Trump administration attributed to last fall's record-long federal government shutdown and softer consumer spending. Gross domestic product rose at a 1.4 percent seasonally adjusted, inflation-adjusted annual rate in the final three months of last year, the Commerce Department said Friday, well below the 2.5 percent pace expected by economists.

Braze's Q4 revenue of $205.2 million surpassed the consensus estimate of $198.23 million by 3.50%, marking a significant 27.9% year-over-year growth.

Fastenal's Q4 revenue rose 11% year-over-year, driven by contributions from its various product lines, and generating net income of $294 million, in-line with Wall Street estimates for earnings of $0.26 per share. The company's focus on operational investments - with plans to raise capital expenditures to $310 million to $330 million in 2026, up from $230.6 million in 2025 - to fund a new Atlanta distribution hub, expanded trucking capacity, and IT enhancements, all point to expected growth.

Earnings-call word usage shows increased emphasis on growth in Q3 versus Q2, decreased mentions of tariffs and uncertainty, and slope of highlighted words represents change in usage between quarters.