CYC

Consumer Cyclical Sector

Q4 2025 Earnings Analysis - 17 Companies Reporting (United States (NASDAQ, NYSE, AMEX))

Sector Performance Overview

17 Companies Reported
+0.6% QoQ Revenue Growth
-6.4% YoY Revenue Growth
44% Beat Estimates
4% Met Estimates
52% Missed Estimates

Q4 2025 Quarter Results (17 companies, United States (NASDAQ, NYSE, AMEX))

Download Statistics Report

Company
Reported
Revenue
EPS
Surprise
Reaction
Feb 9, 2026
$70.30M
N/A
N/A
N/A
+4.8%
Feb 6, 2026
$64.57M
+21.5%
$0.07
-10.8%
$0.03
+7.8%
Feb 6, 2026
$1.33B
-0.4%
$0.09
+125.0%
+$0.11
+8.0%
Feb 5, 2026
$57.12M
N/A
$0.86
N/A
+11.9%
Feb 4, 2026
$3.64B
N/A
$-0.28
$0.46
+9.6%
Jan 29, 2026
$1.33B
N/A
N/A
N/A
+2.1%
Jan 28, 2026
$9.37B
N/A
$1.94
N/A
+5.3%
Jan 27, 2026
$994.80M
-12.3%
$0.48
-53.4%
$0.56
+2.8%
Jan 6, 2026
$100.00K
N/A
$-0.66
$0.12
+16.0%
Dec 19, 2025
$6.33B
-22.4%
$0.34
-76.2%
+$0.09
+5.8%
Dec 16, 2025
$9.37B
+6.3%
$1.93
-15.7%
$0.27
+5.2%
Dec 16, 2025
$339.47M
+13.9%
$-0.19
-29.9%
$0.13
+10.2%
Dec 12, 2025
$87.60M
+8.3%
$13.65
+320.1%
+$18.52
+22.5%
Dec 11, 2025
$101.88M
-11.8%
$-0.08
-442.6%
$0.06
+15.1%
Dec 4, 2025
$817.90M
+2.2%
$-0.51
-125.6%
$1.14
+5.3%
Dec 2, 2025
$197.09M
+3.3%
$-0.88
-7.6%
$1.35
+11.8%
Nov 25, 2025
$394.64M
-2.1%
$0.76
-24.8%
+$0.70
+9.7%

Sector Insights

Revenue Trends

Consumer Cyclical companies show negative YoY revenue momentum at -6.4% for Q4 2025.

Margin Analysis

Quarter-over-quarter revenue trend is up +0.6%, which helps frame short-term operating leverage across this sector cohort.

Earnings Quality

48% of reporting companies met or beat estimates, while 52% missed, giving a clear view of estimate execution quality.

Coverage Snapshot

This view currently includes 17 companies in United States (NASDAQ, NYSE, AMEX) for Q4 2025, with direct links to each underlying company report.