As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at gas and liquid handling stocks, starting with Flowserve (NYSE: FLS).

Gas and liquid handling companies possess the technical know-how and specialized equipment to handle valuable (and sometimes dangerous) substances. Lately, water conservation and carbon capture–which requires hydrogen and other gasses as well as specialized infrastructure–have been trending up, creating new demand for products such as filters, pumps, and valves. On the other hand, gas and liquid handling companies are at the whim of economic cycles. Consumer spending and interest rates, for example, can greatly impact the industrial production that drives demand for these companies’ offerings.

The 13 gas and liquid handling stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 1.1% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 2.7% on average since the latest earnings results.

Flowserve (NYSE: FLS)

Manufacturing the largest pump ever built for nuclear power generation, Flowserve (NYSE: FLS) manufactures and sells flow control equipment for various industries.

Flowserve reported revenues of $1.22 billion, up 3.5% year on year. This print fell short of analysts’ expectations by 3.5%, but it was still a very strong quarter for the company with a solid beat of analysts’ EBITDA estimates.

“We delivered outstanding financial results in the fourth quarter and for the full year 2025,” said Scott Rowe, Flowserve’s President and Chief Executive Officer.

Interestingly, the stock is up 3.3% since reporting and currently trades at $81.55.

Is now the time to buy Flowserve? Access our full analysis of the earnings results here, it’s free.

Best Q4: Atmus Filtration Technologies (NYSE: ATMU)

Spun out of Cummins in 2023 after 65 years as part of the engine maker, Atmus Filtration Technologies (NYSE: ATMU) manufactures filters for trucks, construction equipment, and agriculture machinery to reduce emissions and protect engines.

Atmus Filtration Technologies reported revenues of $446.6 million, up 9.8% year on year, outperforming analysts’ expectations by 5.5%. The business had a stunning quarter with a solid beat of analysts’ EBITDA estimates.

The market seems content with the results as the stock is up 3% since reporting. It currently trades at $64.01.

Is now the time to buy Atmus Filtration Technologies? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Chart (NYSE: GTLS)

Installing the first bulk Co2 tank for McDonalds’s sodas, Chart (NYSE: GTLS) provides equipment to store and transport gasses.

Chart reported revenues of $1.08 billion, down 2.5% year on year, falling short of analysts’ expectations by 8.4%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue and adjusted operating income estimates.

Chart delivered the weakest performance against analyst estimates and slowest revenue growth in the group. The stock is flat since the results and currently trades at $208.40.

Read our full analysis of Chart’s results here.

Ingersoll Rand (NYSE: IR)

Started with the invention of the steam drill, Ingersoll Rand (NYSE: IR) provides mission-critical air, gas, liquid, and solid flow creation solutions.

Ingersoll Rand reported revenues of $2.09 billion, up 10.1% year on year. This print topped analysts’ expectations by 2.6%. Overall, it was a very strong quarter as it also recorded a solid beat of analysts’ adjusted operating income estimates and an impressive beat of analysts’ revenue estimates.

The stock is down 6.3% since reporting and currently trades at $88.32.

Read our full, actionable report on Ingersoll Rand here, it’s free.

Parker-Hannifin (NYSE: PH)

Founded in 1917, Parker Hannifin (NYSE: PH) is a manufacturer of motion and control systems for a wide variety of mobile, industrial and aerospace markets.

Parker-Hannifin reported revenues of $5.17 billion, up 9.1% year on year. This number surpassed analysts’ expectations by 2.1%. It was a strong quarter as it also produced an impressive beat of analysts’ organic revenue estimates and a solid beat of analysts’ revenue estimates.

The stock is up 7.4% since reporting and currently trades at $984.25.

Read our full, actionable report on Parker-Hannifin here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.