DEF

Consumer Defensive Sector

Q4 2025 Earnings Analysis - 20 Companies Reporting (United States (NASDAQ, NYSE, AMEX))

Sector Performance Overview

20 Companies Reported
-11.6% QoQ Revenue Growth
-7.7% YoY Revenue Growth
46% Beat Estimates
21% Met Estimates
33% Missed Estimates

Q4 2025 Quarter Results (20 companies, United States (NASDAQ, NYSE, AMEX))

Download Statistics Report

Company
Reported
Revenue
EPS
Surprise
Reaction
Mar 17, 2026
$55.36M
-3.1%
N/A
N/A
+8.3%
Mar 16, 2026
$415.94M
N/A
$-0.09
$0.00
+3.9%
Mar 13, 2026
$163.17M
N/A
$0.02
$0.01
+9.3%
Mar 12, 2026
$64.03M
N/A
$0.11
+$0.01
+8.9%
Mar 10, 2026
$123.81M
-3.5%
$0.23
-36.3%
+$0.04
+5.0%
Feb 25, 2026
$-3.66B
-386.2%
$24.86
-99.4%
+$10.22
+3.4%
Feb 18, 2026
$1.90B
N/A
$2.11
N/A
+2.9%
Feb 18, 2026
$1.02B
-0.2%
$0.64
+210.5%
$0.18
+8.1%
Feb 17, 2026
$3.78B
N/A
$0.27
+$0.05
+4.1%
Feb 6, 2026
$10.36B
N/A
$1.70
$0.00
+3.8%
Feb 5, 2026
$1.37B
N/A
N/A
N/A
+5.0%
Feb 5, 2026
$196.90M
N/A
$0.06
$0.00
+4.5%
Jan 28, 2026
$1.10B
N/A
$0.64
$456.36
+3.4%
Jan 22, 2026
$1.85B
+7.3%
N/A
N/A
+2.4%
Jan 14, 2026
$124.68M
N/A
$0.25
$0.15
+6.6%
Jan 7, 2026
$1.38B
N/A
$1.29
+$0.01
+3.4%
Jan 7, 2026
$769.50M
-16.6%
$2.13
-48.3%
+$0.38
+5.7%
Dec 11, 2025
$288.33M
-12.8%
$0.49
-17.5%
+$0.05
+4.5%
Dec 4, 2025
$1.04B
+12.1%
N/A
N/A
+5.1%
Dec 4, 2025
$1.04B
+12.1%
$0.47
+30.6%
$0.01
+2.4%

Sector Insights

Revenue Trends

Consumer Defensive companies show negative YoY revenue momentum at -7.7% for Q4 2025.

Margin Analysis

Quarter-over-quarter revenue trend is down -11.6%, which helps frame short-term operating leverage across this sector cohort.

Earnings Quality

67% of reporting companies met or beat estimates, while 33% missed, giving a clear view of estimate execution quality.

Coverage Snapshot

This view currently includes 20 companies in United States (NASDAQ, NYSE, AMEX) for Q4 2025, with direct links to each underlying company report.