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NYSE:ORA
NYSE:ORARenewable Energy

Ormat Technologies (ORA): Margin Expansion Reinforces Bullish Narrative Despite Slower Earnings Growth

Ormat Technologies (ORA) posted net profit margins of 14.1%, up from last year’s 13.3%, and delivered 16.7% average annual earnings growth over the past five years. However, the latest year’s earnings growth was 12.4%, trailing both the company’s own historical average and the projected pace of 8.1% earnings and 8.6% revenue growth going forward. Both figures are below the US market’s forecasted profit and revenue growth rates of 16% and 10.5%. These results come as the stock trades at a...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

BWX Technologies (BWXT): Net Margins Dip as Valuation Premium Tests Growth Narrative

BWX Technologies (NYSE:BWXT) is expected to deliver annual earnings growth of 10.8% and revenue growth of 8.7%. These rates trail the broader US market averages of 16% and 10.5%, respectively. Net profit margins sit at 10%, marking a slight dip from last year’s 10.3%. Notably, the company’s earnings have jumped 10.9% over the past year compared to a five-year average of just 0.2% per year. With the stock trading well above the fair value estimate and at a price-to-earnings ratio higher than...
NYSE:APLE
NYSE:APLEHotel and Resort REITs

Apple Hospitality REIT (APLE): Profit Margin Miss Reinforces Cautious Growth Narrative

Apple Hospitality REIT (APLE) delivered mixed results in its latest earnings, with a notable reversal in momentum from previous years. Net profit margins declined to 12.4% compared to last year’s 14.5%, and the company posted negative earnings growth over the past twelve months after growing earnings by 49.5% annually over the last five years. Looking ahead, management expects revenue to rise just 1.8% per year and earnings to grow at 0.7%, both lagging the broader US market. This may weigh...
NYSE:PLOW
NYSE:PLOWMachinery

Douglas Dynamics (PLOW) Margin Decline Undercuts Bullish Value Narrative Despite Attractive Valuation

Douglas Dynamics (PLOW) posted a net profit margin of 6.6%, down from 9.7% last year, ending a five-year run of strong profitability gains that saw average annual earnings growth of 45.8%. Revenue is projected to rise by 6.5% annually, trailing the broader US market's 10.5% pace. Expected EPS growth of 14.7% also lags behind the 16% market forecast. Investors are likely to view these results as a sign of recent margin pressure. However, with shares trading below fair value and analyst...
NasdaqGS:PCH
NasdaqGS:PCHSpecialized REITs

PotlatchDeltic (PCH): Net Margin Rebound Reinforces Bullish Narrative on Profit Turnaround

PotlatchDeltic (PCH) delivered a sharp turnaround in profitability this quarter, with its net profit margin climbing to 5.8%, up from just 1.6% a year ago, and earnings rising 288.4% year-over-year. This is far stronger than its five-year average, which saw earnings declining 38.9% per year. Looking ahead, the company is forecasting annual earnings growth of 17.9%, set to outpace the broader US market, while management values shares below their estimated fair value at $38.95. These improving...
NasdaqGS:TDUP
NasdaqGS:TDUPSpecialty Retail

ThredUp (TDUP): Revenue Forecast to Rise 10.8% Annually, Profitability Remains Out of Reach

ThredUp (TDUP) remains unprofitable, but revenue is forecast to grow at 10.8% per year, while losses have narrowed by 14.8% annually over the past five years. With a Price-to-Sales Ratio of 3.4x, the stock trades well above the US Specialty Retail industry average of 0.4x and the peer average of 1.1x. While margins are still negative, ongoing top-line growth combined with improving losses gives investors reasons to keep an eye on the company’s progress. See our full analysis for ThredUp. Now...
NYSE:BCC
NYSE:BCCTrade Distributors

Boise Cascade (BCC): Net Margin Halved to 3% Challenges Profit Recovery Optimism

Boise Cascade (BCC) reported annual earnings growth of 17.5%, outpacing the broader US market forecast of 16%. However, revenue is projected to grow at just 3.3% per year, trailing the US average of 10.5%. Net profit margins declined to 3%, down from 6% the previous year. The company has seen average annual earnings decrease by 6.3% over the last five years. Despite the recent dip in profitability and ongoing margin compression, analysts expect stronger profit growth ahead, and BCC currently...
NYSE:JELD
NYSE:JELDBuilding

JELD-WEN (JELD): Losses Grow 78% Annually, but Forecasts Eye 131% EPS Growth Turnaround

JELD-WEN Holding (JELD) posted another unprofitable quarter, with both its earnings and net profit margin remaining in the red. Over the last five years, losses have widened at a staggering 78.1% per year. The company is projected to swing to profitability within the next three years as earnings are forecast to surge 131.26% per year. Despite slow anticipated revenue growth of just 1.9% annually, the stock trades at a price-to-sales multiple of just 0.1x, far lower than industry and peer...
NYSE:AESI
NYSE:AESIEnergy Services

Atlas Energy Solutions (AESI): Rapid Earnings Growth Forecasts Challenge Profitability Concerns Ahead of Results

Atlas Energy Solutions (AESI) remains unprofitable, but it has narrowed its losses by 2.7% per year over the past five years. While margins have yet to turn positive and fresh figures on recent profitability are not available, earnings are forecast to surge by 110.88% annually. This may put the company on track for potential profitability within three years, which is well ahead of market averages. With revenue expected to grow at only 2.2% per year compared to the broader US market's 10.5%,...
TSXV:LMN
TSXV:LMNSoftware

Lumine Group (TSXV:LMN) Profitability Milestone Challenges Skeptical Narratives as Margins Turn Top-Tier

Lumine Group (TSXV:LMN) just posted headline numbers that have turned some heads. Revenue is forecast to rise 18% annually, outpacing the Canadian market’s 5.1% growth rate. EPS is expected to grow 12.6% each year, ahead of the market’s 11.8%. The company recently transitioned to profitability, posting strong net profit margins and overall earnings quality, after averaging a -14.3% earnings decline over the past five years. With the share price at CA$30.39 and trading below a discounted cash...
NYSE:AGM
NYSE:AGMDiversified Financial

Farmer Mac (AGM) Profit Margin Tops 50%, Reinforcing Narratives on Profitability Versus Growth Debates

Federal Agricultural Mortgage (AGM) posted net profit margins of 50.9%, edging up from last year’s 49%. Over the past five years, AGM has averaged 14.2% annual earnings growth, and most recently, earnings climbed 13.1%. Looking ahead, earnings are projected to rise about 8% per year, a pace that trails the wider US market's expected 16% annual growth. Revenue growth is anticipated to slightly outperform at 10.8% per year compared to the US market’s 10.5%. See our full analysis for Federal...
NasdaqGS:JRVR
NasdaqGS:JRVRInsurance

James River Group (JRVR) Earnings Forecasts Signal 88.79% Growth Despite Ongoing Losses and Slow Revenue

James River Group Holdings (JRVR) posted a continued loss, with the company’s losses increasing at an average rate of 2.3% per year over the past five years. Looking ahead, analysts expect earnings to rebound sharply and are forecasting annual growth of 88.79% with a return to profitability within three years. With relative value compared to peers and the prospect of rapid earnings improvement, investors may see reasons for optimism despite a challenging recent track record. See our full...
NYSE:SGHC
NYSE:SGHCHospitality

Super Group (SGHC) Net Margin Jumps to 9.8%, Challenging Bearish Earnings Quality Narratives

Super Group (SGHC) posted a striking surge in net profit margins, coming in at 9.8% compared to just 0.3% last year. This improvement was fueled by an extraordinary 4,994.9% earnings growth over the same period. Looking ahead, the company’s earnings are expected to grow 32.2% per year, far outpacing the broader US market’s forecast of 16% per year. Revenue is projected to rise by 9.2% annually, just below the US average of 10.5%. With these numbers, investors are seeing a notable turnaround...