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TSE:9889
TSE:9889IT

JBCC Holdings (TSE:9889) Margin Improvement Reinforces Bullish Earnings Narrative

JBCC Holdings (TSE:9889) has reported Q3 2026 revenue of ¥19.0 billion and basic EPS of ¥20.93, with trailing twelve month totals sitting at ¥73.9 billion in revenue and ¥80.96 in EPS, setting a clear earnings season marker for investors. The company has seen quarterly revenue move from ¥16.6 billion in Q2 2025 to ¥17.7 billion in Q2 2025 and then to ¥19.0 billion in Q3 2026, while basic EPS has shifted from ¥17.16 to ¥19.13 and then to ¥20.93 over the same quarters, supported by trailing...
TSX:DSG
TSX:DSGSoftware

Is Descartes Systems Group (TSX:DSG) Using Conference Visibility To Deepen Its Retail Moat Or Test It?

The Descartes Systems Group Inc. recently presented at the Retail Supply Chain Conference 2026 at the Gaylord Palms Hotel in Orlando, highlighting its role in retail logistics and technology discussions. This appearance underscores the company’s effort to influence supply chain thinking and potentially showcase solutions to an audience of retail decision-makers. Next, we’ll examine how Descartes’ increased visibility at a key retail supply chain conference shapes its broader investment...
HLSE:ORNBV
HLSE:ORNBVPharmaceuticals

Is Orion Oyj (HLSE:ORNBV) Still Attractive After Its 36.7% One-Year Share Price Jump?

If you are wondering whether Orion Oyj at €69.65 is offering fair value or starting to look stretched, you are not alone. The share price has moved 10.0% over the last 30 days and 36.7% over the past year, with a 57.0% return over 3 years and 117.2% over 5 years, despite a 0.6% slip in the last week. Recent coverage has focused on Orion Oyj as a pharmaceutical name that investors are watching closely, with attention on how its current share price lines up against its fundamentals and long...
NasdaqGS:HON
NasdaqGS:HONIndustrials

The Bull Case For Honeywell International (HON) Could Change Following Q4 Profit Hit And Aerospace Spin-Off Plan - Learn Why

In late January 2026, Honeywell International reported fourth-quarter 2025 results showing higher revenue of US$9,758 million but sharply lower net income of US$295 million, reflecting sizeable goodwill and asset impairment charges, while also issuing 2026 guidance for US$38.8 billion to US$39.8 billion in sales and diluted EPS of US$9.59 to US$9.89. At the same time, Honeywell highlighted 23% order growth, a backlog above US$37 billion, and faster-than-planned progress toward spinning off...
ASX:ARB
ASX:ARBAuto Components

Assessing ARB (ASX:ARB) Valuation After First Sentier Exits As Substantial Holder

ARB (ASX:ARB) is back in focus after First Sentier Group and related entities ceased to be substantial holders. This shift could influence boardroom dynamics, governance priorities, and how the market views the company. See our latest analysis for ARB. ARB's recent share register change comes after a mixed stretch for the stock, with a 30 day share price return of 17.93% and a 1 year total shareholder return of 32.33%, which contrasts with the latest 0.35% 1 day gain. If this shift in ARB's...
NYSE:ARMK
NYSE:ARMKHospitality

Aramark Recognition Raises Questions On Valuation And Future Returns

Aramark (NYSE:ARMK) has been named to Fortune’s 2026 World’s Most Admired Companies list. The company ranks No. 4 in the Diversified Outsourcing Services category. The recognition highlights perceptions of Aramark’s management quality, innovation, and social responsibility. For investors watching Aramark, the Fortune recognition arrives with the stock trading at $38.49 and a return of 5.2% over the past 30 days and year to date. Over a longer horizon, the company shows returns of 25.6% over...
NasdaqGM:SITM
NasdaqGM:SITMSemiconductor

Is SiTime (SITM) Quietly Repositioning Its Edge in Communications Chips With This Board Addition?

In January 2026, SiTime Corporation expanded its Board of Directors by appointing Faraj Aalaei, founder, chairman and CEO of Cognichip Inc., a technology leader with multiple patents and an honorary engineering doctorate. His background in advancing optical communications, broadband access and automotive Ethernet adds highly specialized semiconductor and networking expertise to SiTime’s governance bench. We’ll now examine how adding a seasoned communications and semiconductor innovator to...
NasdaqGS:NWBI
NasdaqGS:NWBIBanks

How Stronger Net Interest Income And A Steady Dividend At Northwest (NWBI) Has Changed Its Investment Story

Northwest Bancshares, Inc. recently reported its fourth quarter and full-year 2025 results, with higher net interest income and net income versus the prior year, and earnings per share from continuing operations rising for both periods. Alongside these results, the board’s decision to maintain a US$0.20 quarterly dividend per share highlights an emphasis on consistent shareholder payouts. We’ll now look at how the stronger net interest income and reaffirmed dividend shape Northwest...
TSE:2892
TSE:2892Food

Nihon Shokuhin Kako (TSE:2892) Quarterly Loss And 1.9% Margin Undermine Bullish Narratives

Nihon Shokuhin Kako (TSE:2892) reported a mixed Q3 2026 update, with revenue of ¥14.4b and a net loss of ¥236m, translating to basic EPS of ¥48.12, while trailing twelve month EPS was ¥238.69. Over recent quarters the company’s revenue has ranged between ¥14.4b and ¥17.2b, with quarterly basic EPS between ¥10.98 and ¥154.34 as results moved from profits to the latest quarterly loss. This highlights a backdrop of modest revenue changes alongside tighter margins and more fragile earnings...
OTCPK:BFCC
OTCPK:BFCCBanks

BankFirst Capital (OTCPK:BFCC) EPS Strength Reinforces Steady Growth Narrative

BankFirst Capital (BFCC) closed out FY 2025 with fourth quarter total revenue of US$37.5 million and basic EPS of US$1.74, alongside net income of US$10.2 million, setting a clear reference point for the year’s performance. Over recent quarters, revenue has ranged from US$27.9 million to US$37.5 million while quarterly EPS moved between US$0.83 and US$1.74. This gives investors a tangible sense of how the top line and per share earnings have tracked through the year. With trailing 12 month...
NYSE:WAT
NYSE:WATLife Sciences

Is Waters (WAT) Pricing Look Justified After Recent Share Price Weakness?

If you are wondering whether Waters at around US$370 per share is offering fair value right now, it helps to step back and look at what the current price is really reflecting. The stock is down about 5.5% over the past week, 2.9% over the last month and 10.8% over the past year. The 3 year and 5 year returns sit at 8.6% and 30.8% respectively. Recent coverage has focused on how established life sciences companies like Waters are being reassessed by investors as they weigh up long term demand...
NYSE:AN
NYSE:ANSpecialty Retail

Assessing AutoNation (AN) Valuation After Recent Share Price Pullback And Long Term Gains

Why AutoNation is on investors’ radar today AutoNation (AN) is drawing attention after recent trading left the stock with mixed short term performance, including a 1 day decline and weaker past week returns compared with the past 3 months. With the share price around $204.98 at the last close, investors are weighing that performance against AutoNation’s reported revenue of about $27.9b and net income of roughly $663.1m, along with its longer term total returns. See our latest analysis for...
TSE:7276
TSE:7276Auto Components

Koito Manufacturing Q3 One Off Gain Clouds Earnings Momentum Narratives

Koito Manufacturing (TSE:7276) has put up a busy Q3 2026 scorecard, with revenue at ¥243.2b and basic EPS of ¥41.72, set against a trailing twelve month EPS base of ¥143.54 and net income of ¥40.1b. The company has seen quarterly revenue move from ¥231.1b in Q3 2025 to ¥243.2b in Q3 2026, while basic EPS shifted from ¥61.47 to ¥41.72 over the same stretch, giving investors a clear line of sight on how the top and bottom lines are tracking into this year. With net margin running at 4.3% on a...
TSE:4658
TSE:4658Commercial Services

Nippon Air Conditioning Services (TSE:4658) Margin Improvement Reinforces Bullish Earnings Narratives

Nippon Air Conditioning Services (TSE:4658) has posted its Q3 2026 numbers, reporting revenue of ¥17.3b and basic EPS of ¥15.65, alongside trailing twelve month EPS of ¥97.70. The company recorded revenue of ¥17.3b in both Q3 2025 and Q3 2026, while quarterly basic EPS moved from ¥19.26 to ¥15.65. Over the last year, the trailing net profit margin was 5% compared with 4.6% in the prior year. Together, the latest quarter and the trailing profitability profile provide investors with a clearer...
NYSE:MPW
NYSE:MPWHealth Care REITs

A Look At Medical Properties Trust (MPW) Valuation As Options Activity Climbs Before Earnings

Medical Properties Trust (MPW) is back on traders’ radar after a surge in call options activity and higher implied volatility ahead of its February 26 earnings release, which points to heightened expectations around the upcoming numbers. See our latest analysis for Medical Properties Trust. At a share price of US$5.02, Medical Properties Trust has seen relatively muted recent share price returns. Its 1 year total shareholder return of 14.29% contrasts with much weaker 3 and 5 year total...
NasdaqGM:QCRH
NasdaqGM:QCRHBanks

Will Record 2025 Earnings and Wealth Management Growth Change QCR Holdings' (QCRH) Narrative

QCR Holdings, Inc. recently reported full-year 2025 results, with net interest income rising to US$255.22 million and net income reaching US$127.19 million, alongside higher basic and diluted earnings per share from continuing operations versus 2024. Beyond record profitability, the bank expanded its wealth management franchise with nearly 500 new client relationships and over US$1 billion of new assets under management, while also selling US$285 million of LIHTC construction loans that...
NYSE:HP
NYSE:HPEnergy Services

The Bull Case For Helmerich & Payne (HP) Could Change Following CEO Shift And Saudi Rig Reactivations

Helmerich & Payne recently announced a leadership transition with CEO John W. Lindsay stepping down and President Trey Adams taking over, alongside plans to reactivate seven idle drilling rigs in Saudi Arabia through the first half of 2026 and a measured stance on potential opportunities in Venezuela. This combination of new leadership and renewed international rig activity signals a meaningful shift in how the company may approach growth and geographic risk. We’ll now examine how the...
OM:CAST
OM:CASTReal Estate

How Castellum’s Infinity Hagastaden Lease and UBS Backing May Shape Castellum (OM:CAST) Investors

In late January 2026, Castellum announced a 15-year lease for approximately 24,000 square metres at its Infinity project in Hagastaden, Stockholm, with construction having started in autumn 2025 and completion targeted for late 2027, while the unnamed tenant retains an option to halve the space and shorten the term by mid-2026. On the same day, UBS issued an upbeat research view on Castellum’s repositioning under CEO Pål Ahlsén, highlighting portfolio reshaping efforts and an ambition to...
ASX:ILU
ASX:ILUMetals and Mining

A Look At Iluka Resources (ASX:ILU) Valuation After Impairment Charges And Production Suspension

Iluka Resources (ASX:ILU) has drawn fresh attention after flagging about A$565 million in impairment and inventory charges, suspending output at its Cataby mine and synthetic rutile kiln, and outlining cost cutting alongside rare earths investment. See our latest analysis for Iluka Resources. Those announcements have come on top of existing pressure, with a 1-day share price return of a 3.42% decline and a 7-day share price return of a 22.99% decline, even though the 1-year total shareholder...