FIN

Financial Services Sector

Q4 2025 Earnings Analysis - 149 Companies Reporting (United States (NASDAQ, NYSE, AMEX))

Sector Performance Overview

149 Companies Reported
+24.5% QoQ Revenue Growth
+41.1% YoY Revenue Growth
54% Beat Estimates
16% Met Estimates
30% Missed Estimates

Q4 2025 Quarter Results (149 companies, United States (NASDAQ, NYSE, AMEX))

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Company
Reported
Revenue
EPS
Surprise
Reaction
Feb 6, 2026
$208.02M
N/A
$5.17
$1.41
+6.8%
Feb 6, 2026
N/A
N/A
$327.23
+640.7%
$52.22
+2.5%
Feb 6, 2026
$219.16M
+33.1%
$0.00
-99.9%
$0.18
+10.9%
Feb 6, 2026
$209.40M
N/A
$2.51
+$0.86
+6.6%
Feb 6, 2026
$1.09B
N/A
$1.01
$0.02
+5.8%
Feb 5, 2026
$6.64B
+6.9%
$7.75
+66.3%
+$1.97
+1.0%
Feb 5, 2026
$957.31M
N/A
$0.96
+$0.08
+4.3%
Feb 5, 2026
N/A
N/A
$0.15
N/A
+3.0%
Feb 5, 2026
$3.24B
N/A
$1.04
$1.07
+2.7%
Feb 5, 2026
$22.20M
N/A
$0.92
+$0.24
+2.4%
Feb 5, 2026
$184.69M
N/A
$-0.52
$0.28
+13.5%
Feb 5, 2026
$36.02M
N/A
$0.25
$0.33
+2.7%
Feb 4, 2026
$23.81B
N/A
$2.49
+$0.15
+0.9%
Feb 4, 2026
$14.57B
-6.8%
$14.31
+28.1%
+$4.48
+1.3%
Feb 4, 2026
$14.57B
-6.8%
$14.31
+28.1%
+$4.48
+1.3%
Feb 4, 2026
$790.60M
-0.1%
$1.65
+0.6%
+$1.08
+5.4%
Feb 4, 2026
$3.28B
+126.0%
$1.73
+16.9%
$0.02
+1.6%
Feb 4, 2026
$14.57B
-6.8%
$14.31
+28.1%
+$4.48
+0.8%
Feb 4, 2026
$19.03B
N/A
$0.28
+$0.03
+2.1%
Feb 4, 2026
$14.57B
-6.8%
$14.31
+28.1%
+$4.48
+0.5%

Sector Insights

Revenue Trends

Companies in the Financial Services sector have shown a median revenue growth of 8.7% year-over-year, driven primarily by cloud services and AI-related technologies.

Margin Analysis

Operating margins have improved by an average of 1.2 percentage points, with larger companies showing more resilience against rising operating costs.

Earnings Quality

Cash flow conversion ratios remain strong at 92%, indicating high-quality earnings across the sector despite macroeconomic challenges.

Forward Guidance

64% of companies have maintained or raised their fiscal year guidance, signaling continued optimism for the remainder of 2025.