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Recent commentary on Astec Industries points to a sizable average 28.2% year-on-year backlog decline over the past two years, alongside a five-year average gross margin of 23.9% and persistent cash burn, underscoring weakening demand and profitability pressures heading into late 2025. This combination of shrinking backlog and negative free cash flow margin suggests Astec may have less flexibility to invest for growth or return capital to shareholders, raising fresh questions about the...

In its recent third-quarter report, Federal Signal posted 17% year-over-year revenue growth to US$555 million, improved operating income and a 130-basis-point adjusted EBITDA margin increase, while raising full-year EPS guidance above analyst expectations. This combination of stronger profitability and upgraded earnings outlook has reinforced analyst confidence, with upward estimate revisions and a more positive assessment of Federal Signal’s growth profile. Now we’ll explore how this...

Recently, Dycom Industries reported that working with some of the world's largest mobile carriers has helped lift its market share, underpinning approximately 11.8% annual revenue growth over the last two years and stronger operating profitability. This combination of rapid top-line expansion and improved cost efficiency signals that Dycom is converting telecom infrastructure demand into more scalable, higher-quality earnings. Now we’ll explore how Dycom’s recent market share gains and...

Aeris Resources (ASX:AIS) has just announced the immediate resignation of long serving Non Executive Director Robert Millner AO for personal reasons, prompting fresh questions about board composition and future strategic direction. See our latest analysis for Aeris Resources. The timing of Millner’s departure comes as investors have already been re-rating Aeris, with the share price at A$0.54 and a 30 day share price return of 21.35 percent. This has fed into a powerful year to date share...

Amer Sports recently reported strong earnings that highlighted robust revenue and profit growth across all regions, powered by premium brands such as Arc’teryx, Salomon, and Wilson and a fast-growing direct-to-consumer footprint, particularly in Greater China and Asia-Pacific. An interesting angle is how Amer Sports has evolved into a China-focused premium sportswear platform, with Greater China contributing nearly 30% of revenue, supported by Anta Sports’ significant ownership stake and...

Regions Financial (RF) just rolled out a fresh two year, $3 billion share buyback starting in 2026 while trimming its prime lending rate to 6.75%, a paired move that matters for both shareholders and borrowers. See our latest analysis for Regions Financial. Those moves land against a solid backdrop, with the share price at $27.84 after a 1 month share price return of 11.09% and a 5 year total shareholder return of 118.61%. This suggests momentum is building as investors reassess the bank’s...

In early December 2025, Agios Pharmaceuticals reported that the FDA missed its December 7 PDUFA goal date and has yet to issue a decision on the supplemental New Drug Application for mitapivat (Pyrukynd) in adult alpha- and beta-thalassemia, although the filing remains under active review and no new efficacy or safety data have been requested. The delay, which now centers on finalizing labeling and Risk Evaluation and Mitigation Strategy requirements, highlights how regulatory risk...

Recent trading context for G-III Apparel Group G-III Apparel Group (GIII) has quietly climbed about 10% over the past month and roughly 16% in the past 3 months, even as its year to date return still sits slightly negative. See our latest analysis for G-III Apparel Group. With the share price now around $30.80, G-III’s recent 30 day share price return of roughly 9.7% and three year total shareholder return of about 127% suggest momentum is rebuilding as investors reassess its long term...

In late October, Hubbell Incorporated reported mixed third-quarter results, with net sales rising but missing estimates, while adjusted EPS increased 12.1% and beat analyst expectations, prompting management to raise its fiscal 2025 adjusted EPS guidance. This combination of stronger-than-expected profitability and a higher earnings outlook, despite softer sales versus forecasts, has sharpened investor focus on Hubbell’s ability to convert grid modernization and electrification demand into...

In the past quarter, Toronto-based Maple Rock Capital Partners exited its entire US$70.30 million position in Avis Budget Group, while Morgan Stanley shifted its rating on the car rental company to Equal-Weight amid sector caution. This combination of a full institutional exit and a more cautious analyst stance, despite ongoing operational improvements, underscores how sentiment can diverge from underlying business trends in the vehicle rental industry. We will now examine how Maple Rock’s...

Benchmark Electronics recently appointed David L. Cummings as Senior Vice President and Chief Commercial Officer, succeeding David Moezidis, who had earlier been promoted to President and is set to become CEO upon Jeff Benck’s planned retirement in March 2026. This leadership reshuffle brings in a commercial chief with deep experience in global customer management and supply chain transformation just as Benchmark pursues complex, higher-value programs in areas like advanced computing,...

In the past week, Paycom Software reported third-quarter 2025 results that slightly missed earnings per share forecasts but exceeded revenue expectations, while its CFO Robert D. Foster sold 1,300 shares for about US$211,458 and the company presented at Barclays’ Global Technology Conference in San Francisco on December 10. Analysts at Needham reinforced their Hold rating after these updates, highlighting accelerating recurring revenue growth and a constructive outlook for Paycom’s...

Bank of N.T. Butterfield & Son (NYSE:NTB) has quietly put up a strong run, with the stock gaining about 11% over the past month and more than 40% year to date. See our latest analysis for Bank of N.T. Butterfield & Son. With the share price now at $51.22 and supported by a double digit 30 day share price return, Bank of N.T. Butterfield & Son’s momentum appears to be building on an already impressive five year total shareholder return of more than 100%. If this kind of steady compounding...

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

Key Insights The considerable ownership by public companies in Soracom indicates that they collectively have a greater...

In recent weeks, Copa Holdings reported another strong quarter, with disciplined cost control and healthy demand helping it deliver industry-leading operating and net margins in the Latin American aviation market. This performance has underpinned a broadly positive analyst stance, with multiple firms reiterating optimistic ratings that emphasize Copa’s competitive advantage and resilient business model in the region. Next, we’ll examine how analysts’ continued confidence in Copa’s margins...

In early December 2025, First Commonwealth Financial Corporation completed a US$25.00 million share repurchase program, buying back about 1.5% of its shares, and its Board authorized a new US$25.00 million buyback plan. This renewed commitment to returning capital suggests management sees ongoing value in reducing share count alongside its broader growth and diversification efforts. With this fresh US$25.00 million repurchase authorization in place, we’ll examine how it reshapes First...

Rogers Communications has recently launched Rogers Satellite, expanded 5G coverage across eastern Ontario through the EORN Cell Gap Project, and added Amazon Luna cloud gaming to its Rogers Xfinity entertainment platform, broadening both connectivity and content options for Canadian consumers and businesses. These moves extend Rogers’ reach into remote regions and high-engagement services like cloud gaming, potentially deepening customer relationships across consumer, enterprise and IoT...

Valaris Limited announced that it has been awarded a multi-year contract with Shell offshore Brazil for drillship VALARIS DS-8, expected to start in the first quarter of 2027, run for about 800 days and deliver an estimated total contract value of roughly US$300 million. This long-dated Shell contract adds further visibility to Valaris’s future workload at a time when some investors have exited the offshore sector, citing a pause in spending since 2024. We’ll now examine how this multi-year...

In early December 2025, Charter Communications disclosed weaker-than-expected third-quarter results marked by broadband subscriber losses, softer video and advertising revenue, and higher operating costs, prompting cautious commentary and downgrades from several Wall Street analysts. Further souring sentiment, value-focused manager Pzena Investment Management exited its Charter position after reassessing industry competition as more intense and persistent than earlier thought. Now we’ll...

In recent days, Coinbase Global has partnered with PNC Bank to power direct bitcoin trading for eligible PNC Private Bank and institutional clients via its Crypto-as-a-Service platform, while also reopening user registrations in India after a two-year pause and expanding its investment in local exchange CoinDCX with plans for a rupee fiat on-ramp in 2026. Together, these moves deepen Coinbase’s integration with mainstream banking and reestablish a presence in one of the world’s largest...

Earlier this month, Capgemini announced it had been selected by the European Commission’s Directorate‑General for Digital Services, alongside Airbus Protect, PwC and NVISO, to deliver multi‑million Euro cybersecurity services over four years to 71 EU institutions, bodies and agencies under the MC17 FREIA Cyber Framework Contract. This wide‑ranging mandate deepens Capgemini’s role in supporting EU cyber resilience and digital sovereignty, spanning incident response, governance, risk...

Wondering if Parker Hannifin is still worth buying after its huge run, or if you are turning up just as the value story is fading? You are not alone in asking whether the stock still offers a good deal at today’s price. The share price has climbed 2.9% over the last week and 4.8% over the past month, capping a powerful move of 42.8% year to date, 33.0% over 1 year, and more than tripling with a 221.9% gain in 3 years and 251.7% in 5 years. Behind those moves is a broader shift in how...

Phillips 66 (PSX) just closed the sale of a 65% stake in its Germany and Austria retail marketing business, a balance sheet friendly move that frees up capital for higher return, midstream driven growth. See our latest analysis for Phillips 66. That sale lands at a time when Phillips 66’s share price has been grinding higher, with a 90 day share price return of 9.67 percent feeding into a strong 25.36 percent year to date move and a 5 year total shareholder return of 159.6 percent. This...