Earnings live: UnitedHealth stock falls 19%, American Airlines slides, Texas Instruments pops, Logitech edges higher

Texas Instruments (TXN) banal popped much than 9% successful extended trading arsenic the semiconductor company's guidance impressed investors and overshadowed a miss connected earnings.

Earnings per stock declined twelvemonth implicit twelvemonth to $1.27 connected gross of $4.42 billion. Wall Street analysts forecast net per stock of $1.31 connected gross of $4.44 billion, according to S&P Global Market Intelligence.

Revenue decreased 7% from the 3rd 4th but accrued 10% from the 4th fourth a twelvemonth ago.

However, the Street was encouraged by Texas Instruments' archetypal 4th fiscal outlook. The chipmaker said it expects gross successful the scope of $4.32 cardinal to $4.68 cardinal and net per stock betwixt $1.22 and $1.48, good supra the mean Street estimation for $4.4 cardinal successful gross and $1.28 net per stock successful Q1.

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Swiss machine hardware shaper Logitech (LOGI) reported better-than-expected 3rd 4th net connected Tuesday arsenic strategical AI upgrades to its products helped thrust income growth. But the banal edged little aft hours.

In the company's fiscal 3rd quarter, profits roseate 28% twelvemonth implicit twelvemonth to $1.69, beating Wall Street expert estimates for $1.66 per share, according to S&P Global Market Intelligence. Sales accrued 6% twelvemonth implicit twelvemonth to $1.42 billion, up of expectations for $1.4 cardinal successful sales.

“Growth was broad-based crossed categories, regions and some user and concern channels," Logitech CEO Hanneke Faber said successful the release. "With the objection of pandemic peaks, we drove grounds operating income contempt tariff headwinds, underscoring the prime of our portfolio, the spot of our innovation and our unsocial planetary operational capabilities.”

For the fiscal 4th quarter, Logitech expects income successful the scope of $1.07 cardinal to $1.09 billion, representing income maturation of 6% to 8%, which was successful enactment with analysts' estimates.

For the afloat year, Logitech expects income successful the scope of $4.82 billion-$4.84 billion.

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Customers aren't visiting restaurants arsenic much, according to nutrient distributor Sysco (SYY), but the manufacture is optimistic that ft postulation could amended this year.

On the company's net call, Sysco CEO Kevin Hourican alluded to higher taxation refund checks and customers becoming much accustomed to tariffs arsenic factors that could assistance assistance edifice traffic. On the edifice side, helium noted that businesses person started adjusting to consumers' penchant for value, which could besides bring successful much diners.

"I judge that edifice operators, peculiarly autarkic edifice operators, person leaned into the user request for value," helium said. "They've been much nimble. They've adjusted paper prices. They've looked astatine things similar information sizes. They've looked astatine alternate proteins that tin prevention the lawsuit money, and independents successful the manufacture are doing amended than nationalist chains."

Sysco, which provides food, kitchen, and eating supplies to restaurants, reported higher income successful the 2nd 4th and saw gains successful US section foodservice volumes, though nationalist concatenation restaurants were inactive suppressed.

"The declining ft postulation to restaurants, per Black Box, has negatively impacted our nationalist concatenation edifice customers arsenic tin beryllium seen successful our results arsenic measurement with these customers was down year-over-year," Hourican said, noting that the institution expects to offset that weakness with spot successful its non-restaurant business.

For the 2nd quarter, income accrued 3% twelvemonth implicit twelvemonth to $20.8 billion, portion diluted net per stock of $0.81 were 1.2% little than the 2nd 4th of 2025.

Sysco besides raised its full-year adjusted net per stock to beryllium astatine the precocious extremity of its guidance scope of $4.50-$4.60.

The banal jumped 9% connected Tuesday afternoon.

The CEO of large defence contractor RTX Corporation (RTX) said the institution would proceed to wage dividends to its investors contempt attacks from President Trump implicit the signifier and an enforcement bid restricting the practice.

RTX shares picked up astir 1.5% successful the archetypal minutes of trading Tuesday morning.

CEO Christopher Calio said connected RTX's net telephone connected Tuesday, "We admit our shareholders trust connected our dividends, and they've travel to expect our dividends. We've been paying them for decades connected a quarterly basis. So we stay committed to the dividend."

"We’re comfy we tin accommodate some that and the concern needs that travel with delivering the existent backlog and the imaginable aboriginal volumes connected cardinal programs."

Calio's comments travel aft President Trump criticized defence contractors' divided and buyback practices successful a Truth Social post.

"While we marque the champion subject instrumentality successful the satellite (no different state is adjacent close!), defence contractors are presently issuing monolithic dividends to their shareholders and monolithic banal buybacks, astatine the disbursal and detriment of investing successful plants and equipment. This concern volition nary longer beryllium allowed oregon tolerated!" the president wrote.

Following the post, the president signed an enforcement bid saying, "Effective immediately, [defense contractors] are not permitted successful immoderate way, shape, oregon signifier to wage dividends oregon bargain backmost stock, until specified clip arsenic they are capable to nutrient a superior product, connected clip and connected budget."

RTX, 1 of a tiny fistful of large defence contractors known arsenic the "primes," makes the Patriot rocket defence systems and different weapons systems utilized wide by the US military.

Boeing (BA) continued to rebuild level accumulation successful the 4th quarter, starring to the highest gross successful 8 years.

The craft shaper said its 2025 gross of $89.5 cardinal and deliveries of 600 commercialized jets reflected the company's highest income since 2018.

For the 4th quarter, Boeing reported net per stock of $10.23 connected gross of $23.9 billion, compared to a nonaccomplishment per stock of $5.46 and gross of $15.2 cardinal a twelvemonth ago.

"We made important advancement connected our betterment successful 2025 and person acceptable the instauration to support our momentum going successful the twelvemonth ahead," CEO Kelly Ortberg said. "We completed the acquisition of Spirit AeroSystems and the merchantability of portions of the Digital Aviation Solutions concern and stay focused connected promoting unchangeable operations, completing our improvement programs, rebuilding spot with our stakeholders, and afloat restoring Boeing to the iconic institution we each cognize it tin be."

Revenues successful Boeing's Commercial Airplanes conception roseate 139% from Q4 2024 to Q4 2025. Sales successful the Defense, Space, and Security portion climbed 37%, portion Global Services revenues roseate 2%.

Boeing banal dipped astir 1% up of the opening bell.

Reuters reports:

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American Airlines (AAL) net were beneath expectations for the 4th fourth arsenic the authorities shutdown affected flights, but the hose shared an upbeat outlook for the opening of the year.

The hose reported net per stock of $0.15, compared to estimates of $0.30, according to S&P Global Market Intelligence. Record gross of $14 cardinal was successful enactment with estimates.

American said that the authorities shutdown impacted gross by astir $325 cardinal successful Q4.

While bookings slowed toward the extremity of the year, the hose said they picked up to commencement 2026.

"Following softer-than-expected bookings precocious successful the 4th quarter, bookings strengthened meaningfully successful January," the institution said. "Based connected these bookings, the institution expects solidly affirmative first-quarter portion gross for the home entity and the system, with full gross increasing 7.0%-10.0%."

For the afloat year, American expects adjusted net per diluted stock successful a scope of $1.70-$2.70, with a midpoint supra the estimated $1.85.

The banal roseate 4% successful premarket trading.

Yahoo Finance's Pras Subramanian reports:

General Motors (GM) continued its beardown tally of quarterly show with 4th fourth net that topped estimates, arsenic it upped its dividend and instituted a caller $6 cardinal banal buyback plan.

For the quarter, GM reported gross of $45.29 cardinal compared with the $45.37 cardinal estimated, a driblet of 5.1% compared with past year. The automaker posted Q4 adjusted net per stock (EPS) of $2.51 vs $2.28 expected, connected adjusted net earlier involvement and taxes (EBIT) of $2.843 cardinal vs. $2.77 cardinal estimated.

For 2026, GM projects the following:

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UnitedHealth's (UNH) banal fell connected Tuesday by 12% aft releasing an upbeat forecast for 2026, which was overshadowed by the US government's merchandise of debased Medicare rates.

Reuters reports:

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Nucor's (NUE) 4th fourth results missed Wall Street expectations owed to little volumes and compressed margins from higher alloy prices.

The Charlotte, N.C.-based alloy shaper reported net per stock of $1.64, compared to estimates of $1.77, according to S&P Global Market Intelligence. Revenue of $7.69 cardinal besides missed expectations for $7.9 cardinal successful sales, led by quarter-over-quarter income declines successful the alloy mills and alloy products segments.

Nucor banal declined 3% successful after-hours trading. The banal was down 2% during Monday's league pursuing Steel Dynamics' (STLD) Q4 results.

Like Steel Dynamics, Nucor offered immoderate optimism for the 4th ahead, saying that it's seeing "robust demand" successful respective extremity markets arsenic good arsenic "strong backlogs." The institution besides said it was encouraged by national policies successful place, specified arsenic import tariffs connected alloy and alloy products.

The institution said it expects net to emergence successful Q1 crossed each segments but did not connection circumstantial guidance yet. Nucor's net telephone volition instrumentality spot connected Tuesday astatine 10 a.m. ET. You tin perceive to it connected Yahoo Finance.

Houston-based lipid tract services institution Baker Hughes (BKR) reported 4th fourth net connected Sunday that bushed expert expectations arsenic the company's absorption connected liquefied earthy state and concern vigor infrastructure paid off.

Baker Hughes reported net per stock of $0.88, which was amended than the $0.67 per stock Wall Street was expecting, according to S&P Global Market Intelligence. Revenue of $7.3 cardinal besides came successful higher than the Street estimation of $7 billion.

The banal roseate much than 2% successful premarket trading.

The Industrial & Energy Technology conception saw continued spot and secured a grounds backlog of $32.4 billion, the institution said.

"Looking ahead, we expect IET orders to stay astatine robust levels, supported by continued momentum successful LNG, a stronger twelvemonth of FPSO [floating accumulation retention and offloading] and state infrastructure awards, and sustained spot for powerfulness systems," Baker Hughes CEO Lorenzo Simonelli said successful the net release. "Against this favorable backdrop, we task akin levels of integrated IET orders successful 2026."

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Next week, 4 of the "Magnificent Seven" stocks study results: Microsoft (MSFT), Meta (META), Tesla (TSLA), and Apple (AAPL).

There are a mates of reasons wherefore markets volition beryllium intimately watching these reports. For one, thing related to artificial quality continues to thrust the markets. And for another, the Magnificent Seven names person been the apical contributors to S&P 500 net maturation successful caller quarters.

Those trends are expected to proceed successful the 4th fourth reporting season. According to a enactment by FactSet's elder net expert John Butters, analysts expect Magnificent Seven companies to study net maturation of 20.3% successful aggregate for Q4. For the remaining 493 companies successful the S&P 500, the aggregated net maturation complaint is expected astatine 4.1%.

Read much astir what to expect from Big Tech net here.

Alaska Air Group (ALK) saw advancement successful its premium spot and planetary formation propulsion successful the latest motion of hose contention for high-income customers.

On Thursday, the hose reported adjusted net of $0.43, supra statement estimates of $0.11 per share, according to information compiled by S&P Global Market Intelligence. Revenue of $3.6 cardinal was astir successful enactment with expert estimates connected yearly capableness maturation of 2.2%.

Alaska Air chiefly operates routes on the US West Coast and plans to grow its planetary flights from 2 to 5 to yet 12, including flights to London and Rome. The banal roseate 6.6% connected Friday afternoon.

Echoing results from Delta (DAL) and United (UAL), Alaska Air said it saw beardown request successful its premium conception successful its net telephone connected Friday.

First Class and Premium Class revenues grew 7.1% twelvemonth implicit year, compared to a 2.4% diminution for Main Cabin revenues. However, adjacent Main Cabin income saw immoderate betterment from the 3rd quarter, the institution said.

"We've truly seen the betterment successful the request illustration crossed each conception of the business, ... certainly, premium and loyalty are the biggest drivers of that," CFO Shane Tackett said connected the net call. "But I deliberation we really similar the trends we're seeing successful Main Cabin close now."

Booz Allen Hamilton Holding Corporation (BAH) said its declaration pipeline was accelerating again aft a twelvemonth of authorities cost-cutting efforts from the Department of Government Efficiency (DOGE) pressured the defence consultancy's business.

"Our nationalist information concern continues to spot bully maturation and precise bully prospects, but I deliberation what's truly breathtaking to america is our civilian concern is starting to reignite," CEO Horacio Rozanski said connected the net call, adding, "The marketplace does consciousness similar it's astatine an inflection point."

The company's income backlog roseate 2% twelvemonth implicit twelvemonth to $38 cardinal successful the 3rd quarter.

Overall gross successful the 3rd 4th declined 10% twelvemonth implicit twelvemonth to $2.6 billion, missing Wall Street estimates of $2.7 billion, according to S&P Global Market Intelligence. But adjusted profits roseate to $1.77 per share, beating analysts' estimates of $1.27.

The banal jumped by 6% successful premarket trading connected Friday connected Booz Allen Hamilton's upbeat net guidance.

The institution somewhat lowered the apical extremity of its full-year gross guidance to a scope of $11.3 billion-$11.4 cardinal from $11.3 billion-$11.5 cardinal previously. But it raised its adjusted diluted net per stock guidance to $5.95-$6.15 from $5.45-$5.65 previously.

Aluminum shaper Alcoa (AA) banal gained successful after-hours trading pursuing top- and bottom-line beats, arsenic higher aluminum prices boosted results contempt little shipments.

Alcoa posted adjusted net per stock of $1.26 for the 4th quarter, supra estimates for $1.01, according to S&P Global Market Intelligence. Unadjusted net of $0.85 per stock missed estimates, which the institution attributed to an $337 cardinal concern nonaccomplishment from its Saudi Arabian mining institution Ma’aden, $144 cardinal goodwill impairment charge, and currency fluctuations.

Revenue accrued 15% twelvemonth implicit twelvemonth to $3.4 billion, supra estimates of $3.27 billion. The institution said its aluminum accumulation accrued 5% portion alumina accumulation decreased 4% twelvemonth implicit year. The summation successful aluminum prices, much than offset the higher tariff costs connected Canadian aluminum imported to the US, the institution said.

Alcoa banal roseate 1.6% connected Thursday day and is up 18% twelvemonth to date.

Capital One (COF) banal slid successful extended trading hours aft the fiscal institution announced it entered into a definitive statement to get fintech institution Brex Inc. for $5.15 cardinal successful 50% currency and 50% stock.

Brex provides concern recognition cards, spending accounts, and disbursal absorption software. The acquisition is Capital One's latest enlargement into fintech aft it bought Discover for $35 cardinal past year.

News of the woody came arsenic Capital One reported 4th fourth net that bushed expectations. The Virginia-based institution reported net per stock of $3.26 per share, beating estimates of $3.23, according to S&P Global Market Intelligence.

Total nett gross accrued 1% twelvemonth implicit twelvemonth to $15.6 billion, besides coming successful supra estimates for $15.4 cardinal successful revenue.

“Our 4th fourth and afloat twelvemonth results bespeak coagulated apical enactment maturation and beardown and unchangeable recognition performance" CEO Richard D. Fairbank said successful a statement. "Years of strategical mentation and our choices to consistently put to prolong semipermanent maturation and returns alteration our results and enactment america successful a beardown presumption going forward. I’m struck by the fig and prime of the opportunities we person earlier us.”

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