NVIDIA’s Q4 earnings release capped off a positive 2025 earnings season, marked by strong growth and many companies beating expectations. Notable performers included Boot Barn, Palantir, and Cardinal Health, all producing impressive results.
Boot Barn Earnings
Boot Barn saw a 16% year-over-year sales increase, with same-store sales climbing 5.7%. During the quarter, the company opened 25 new locations, bringing its total to 514. Gross margins improved to 39.9%, up from 39.3% a year prior, contributing to strong investor confidence reflected in its Zacks Rank #1 (Strong Buy).
Palantir Earnings
Palantir reported $1.4 billion in sales, a 70% year-over-year increase, driven by commercial and governmental demand, particularly in the U.S., where sales reached $1.1 billion (up 93% year-over-year). The company also closed over $4.2 billion in total contract value, increasing 130% from the prior year, and saw a 34% rise in customer count, holding a Zacks Rank #2 (Buy).
Cardinal Health Earnings
Cardinal Health’s sales surged 18.8% year-over-year with adjusted EPS growing 36.3%. The company attributed this broad-based growth to its Pharmaceuticals and Specialty Solutions segments, which account for roughly 90% of its sales. Following this robust performance, Cardinal Health raised its FY26 EPS outlook to between $10.15 and $10.35, indicating a 24.5% year-over-year growth expectation, also holding a Zacks Rank #2 (Buy).
