Markets

Valley National Bancorp (NASDAQ: VLY) Q4 2025 Earnings Call dated Jan. 29, 2026 Corporate Participants: Andrew Jianette — Investor Relations Ira Robbins — Chief Executive Officer Travis Lan — Senior Executive Vice President, Chief Financial Officer Mark Saeger — Chief Credit Officer Gino Martocci — Senior Executive Vice President, President of Commercial Banking Analysts: David […]

L3Harris Technologies Inc (NYSE: LHX) Q4 2025 Earnings Call dated Jan. 29, 2026 Corporate Participants: Christopher Kubasik — Chair & Chief Executive Officer Kenneth L. Bedingfield — Senior Vice President and Chief Financial Officer Tony Calderon — Vice President, Investor Relations and Corporate Development Analysts: Kristine Liwag — Analyst Myles Walton — Analyst Noah Poponak

International Paper Co (NYSE: IP) Q4 2025 Earnings Call dated Jan. 29, 2026 Corporate Participants: Mandi Gilliland — Senior Director of Investor Relations Andrew Silvernail — Chairman and Chief Executive Officer, Lance Loeffler — Senior Vice President and Chief Financial Officer Tim Nicholls — Executive Vice President and President of DS Smith Analysts: George Staphos

Tractor Supply Company (NASDAQ: TSCO) Q4 2025 Earnings Call dated Jan. 29, 2026 Corporate Participants: Kurt D. Barton — Executive Vice President, Chief Financial Officer and Treasurer Hal Lawton — President & CEO Mary Pilkington — Senior Vice President of Investor and Public Relations John Ordus — Executive Vice President and Chief Stores Officer Seth

John B. Sanfilippo & Son, Inc. (NASDAQ: JBSS) announced record-breaking financial results for its fiscal 2026 second quarter, ended December 25, 2025. The company achieved a significant double-digit increase in earnings per share, driven by strategic pricing actions and disciplined cost management that successfully mitigated a contraction in total sales volume. Strong Top-Line Performance Driven

Covenant Logistics Group Inc. (NASDAQ: CVLG) reported a fourth-quarter revenue increase on Thursday, January 29, 2026, though bottom-line results were heavily pressured by non-cash impairment charges. The company posted total revenue of $295.4 million for the quarter ended Dec. 31, 2025, a 6.5% increase compared to $277.3 million in the prior-year period. Despite the top-line

Seacoast Banking Corporation of Florida (NASDAQ: SBCF) reported a net income of $34.3 million for the fourth quarter of 2025, or $0.31 per diluted share. This performance was heavily influenced by the October 1, 2025, completion of its acquisition of Villages Bancorporation, Inc. (VBI), which added approximately $4.4 billion in assets, $1.2 billion in loans,

Strengths Book Value Growth: 3.7% quarterly increase indicates effective asset selection in a stabilizing rate environment. Dividend Hike: Increase to $0.36 reflects confidence in core earnings power and cash generation. High Economic Return: 8.0% return demonstrates resilience against prior-year volatility. Weaknesses EAD Miss: $0.56 per share fell short of analyst expectations, indicating higher operational or