Feb. 5 at 2:11 PM
📊 Q4 Earnings Check: Hits & Misses Across the Board
$KKR,
$CMI, and
$CI just reported and the tape tells three very different stories.
$KKR: Revenue absolutely smashed expectations (
$5.74B vs
$2.11B est), but EPS came in a hair light (
$1.12 vs
$1.14). Investors are weighing monster top-line growth and the Arctos Partners acquisition against slightly softer profits.
$CMI: Revenue beat (
$8.5B vs
$8.08B), but EPS missed badly (
$4.27 vs
$5.01) thanks to charges tied to its electrolyzer business. Core Power Systems and Distribution held up, but green-tech pain showed up fast.
$CI: The clean winner. Revenue (
$72.47B) and EPS (
$8.08) both beat, driven by Evernorth and specialty pharmacy growth. Strong execution, strong outlook, dividend raised.