Major Earnings Wave: Visa Beats, Boeing Crashes, Semis Surge
Tuesday's earnings deluge included strong beats from Visa, NXP, Teradyne and Cheesecake Factory, while Boeing fell 11% on a brutal FCF guide cut and Enphase disappointed significantly.
What we know
The markets news source carried the most comprehensive earnings coverage. Visa reported Q4 revenue of $12.1B (+13% YoY), Adj. EPS $3.48 beat, and announced a 16% dividend hike to 78¢/share. NXP Semiconductors beat on revenue ($3.79B, +19% YoY) and EPS ($4.20, +35% YoY). Teradyne posted a massive +70% YoY revenue surge. Cheesecake Factory beat with comp sales +15.2%. On the other side, Boeing fell ~11% after guiding to only ~$3B FCF in 2027 vs. Street's $5.6B estimate, and disclosed supplier shortages disrupting KC-46A and 777 Freighter programs through 2027. Enphase missed on revenue, EPS and gave a sharply weak Q4 guide. Baker Hughes beat and raised IET order outlook to $50B+ (2026-2028), also disclosing a major AI cooling/power generation order for an unnamed US tech company. The Nasdaq closed +1.21%, with the semiconductor index gaining 3.6% per an account on X.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.