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NasdaqGM:IESC
NasdaqGM:IESCConstruction

IES Holdings (IESC) Margin Expansion Challenges Cautious Narratives Ahead Of Q1 2026 Earnings

IES Holdings (IESC) opened fiscal 2026 on the back of a strong finish to 2025, with Q4 revenue of US$897.8 million and basic EPS of US$5.06, supported by quarterly net income of US$100.5 million. The company has seen revenue move from US$775.8 million in Q4 2024 to US$897.8 million in Q4 2025, while quarterly EPS over that span ranged from US$2.71 in Q3 2024 to US$5.06 most recently. This sets up an earnings story in which margins are central to how investors interpret the latest release. See...
NYSE:LMT
NYSE:LMTAerospace & Defense

Lockheed Martin (LMT) Margin Compression To 6.7% Tests Bullish Profitability Narratives

Lockheed Martin (LMT) has wrapped up FY 2025 with fourth quarter revenue of US$20.3b and basic EPS of US$5.82, alongside net income of US$1.3b, putting hard numbers around a year where investors have been closely tracking the balance between growth and profitability. The company has seen quarterly revenue move from US$18.6b in Q4 2024 to US$20.3b in Q4 2025, with basic EPS shifting from US$2.23 to US$5.82 over the same period. This feeds directly into a trailing twelve month EPS of US$21.56...
ENXTAM:CVC
ENXTAM:CVCCapital Markets

Did CVC’s AIG Partnership and Evergreen Secondaries Platform Just Redefine CVC Capital Partners' (ENXTAM:CVC) Insurance Play?

In January 2026, American International Group, Inc. and CVC Capital Partners announced a partnership involving large-scale separately managed accounts across CVC's credit strategies and the launch of a private equity secondaries evergreen platform, with AIG contributing up to US$1.50 billion from its existing private equity portfolio and planning to allocate up to US$2.00 billion to CVC-managed mandates. This collaboration not only helps AIG reshape its legacy private equity exposures but...
NYSE:MGY
NYSE:MGYOil and Gas

Does Magnolia Oil & Gas (MGY) Fifth Dividend Hike Clarify Its Long-Term Capital Return Priorities?

Magnolia Oil & Gas Corporation announced that its Board increased the quarterly cash dividend by 10% to US$0.165 per Class A share and Class B unit, payable on March 2, 2026, to holders of record as of February 10, 2026, implying an annualized dividend of US$0.66. This marks the fifth consecutive year of dividend increases since 2021, underscoring management’s focus on returning cash to investors through a growing regular payout. We’ll now examine how this fifth straight annual dividend...
NYSE:CCI
NYSE:CCISpecialized REITs

How Investors May Respond To Crown Castle (CCI) Becoming Raymond James’ Top Wireless Tower Pick

Raymond James recently added Crown Castle to its Analyst Current Favorites list, naming the US tower operator its top pick among wireless infrastructure stocks and highlighting its plan to exit the fiber business. The endorsement underscores how Crown Castle’s shift toward a pure-play tower model, backed by long-term carrier leases, is reshaping its role in the communications infrastructure ecosystem. Next, we’ll explore how this endorsement and Crown Castle’s move toward a pure-play tower...
OM:SKA B
OM:SKA BConstruction

Skanska (OM:SKA B) Valuation Checked After New Nordic Contracts And Bucharest Property Sale

Skanska (OM:SKA B) has been active on the project front, with investors reacting to fresh contracts in Norway and Finland, a large Oslo office redevelopment, and the sale of its Equilibrium 2 property in Bucharest. See our latest analysis for Skanska. The latest project wins and asset sale news come as Skanska’s share price sits at SEK270.9, with a 30 day share price return of 7.37% and a 1 year total shareholder return of 18.62% that builds on a 58.73% total shareholder return over three...
XTRA:MRK
XTRA:MRKPharmaceuticals

Merck KGaA (XTRA:MRK) Valuation Check As Electronics Leadership Shifts Toward Semiconductors

Merck KGaA (XTRA:MRK) has put its Electronics business and semiconductor focus in the spotlight after appointing Benjamin Hein as sector chief executive and executive board member, succeeding incoming group CEO Kai Beckmann. See our latest analysis for Merck KGaA. Merck KGaA’s leadership reshuffle in the Electronics segment comes as the share price sits at €125.55, with a 90 day share price return of 10.67% and a 1 year total shareholder return of a 12.66% decline, suggesting recent momentum...
TSX:TRI
TSX:TRIProfessional Services

Is Thomson Reuters (TSX:TRI) Quietly Rewiring Its Moat Through Embedded AI Workflows?

Thomson Reuters recently expanded its artificial intelligence offerings by releasing ONESOURCE Sales and Use Tax AI for US companies and launching CoCounsel Legal with advanced AI capabilities in the UK, integrating it into core platforms such as Westlaw and Practical Law. These moves highlight how Thomson Reuters is embedding AI into both tax and legal workflows, aiming to make its information tools more deeply ingrained in clients’ day-to-day operations. Next, we’ll examine how Thomson...
NasdaqGS:MU
NasdaqGS:MUSemiconductor

Assessing Micron Technology (MU) Valuation After A Strong Multi‑Month Share Price Surge

Micron Technology: recent performance snapshot Micron Technology (MU) has drawn investor attention after a sharp share price move, with the stock showing a 45% return over the past month and an 85% gain over the past 3 months. See our latest analysis for Micron Technology. The recent move sits on top of a strong run, with a very large 1 year total shareholder return and sizeable 3 year and 5 year total shareholder returns. At the same time, the latest 1 day share price decline of 4.8% to...
NYSE:TKO
NYSE:TKOEntertainment

Assessing TKO Group Holdings (TKO) Valuation After Recent Share Price Moves

Event context and recent performance TKO Group Holdings (TKO) has been drawing investor attention after recent share price moves, with the stock up about 0.7% over the past day and showing mixed returns over the week and month. Over the past 3 months, the stock shows a gain of about 7.5%, while year to date it is down roughly 2.1%. Over the past year, the total return sits near 32.2%. See our latest analysis for TKO Group Holdings. With the share price at $202.58, TKO’s recent 1 month share...