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NYSE:XIFR
NYSE:XIFRRenewable Energy

XPLR Infrastructure (XIFR) Is Up 7.1% After Soft Q4 And Amended Credit Line - Has The Reinvestment Case Changed?

In the past week, XPLR Infrastructure, LP reported fourth-quarter 2025 results showing sales of US$249 million, net income of US$29 million, and earnings of US$0.30 per unit, compared with higher sales and a loss a year earlier. Despite a full-year loss of US$28 million on largely steady annual sales, the partnership highlighted strong cash generation, US$1.88 billion of adjusted EBITDA, and an amended revolving credit facility that reduces committed size while extending maturity to...
TSE:9735
TSE:9735Commercial Services

Secom (TSE:9735) Margin Dip To 8.6% Tests Steady Compounder Narrative

SECOM (TSE:9735) has reported Q3 2026 revenue of ¥316.3 billion and basic EPS of ¥72.55, with trailing twelve month revenue at ¥1.25 trillion and EPS at ¥260.91 anchoring the latest numbers against a fuller year of performance. The company has seen quarterly revenue move from ¥304.4 billion in Q3 2025 to ¥316.3 billion in Q3 2026, while basic EPS has shifted from ¥69.98 to ¥72.55 over the same period, setting up a story where modest earnings growth coincides with slightly softer margins. See...
TSE:7272
TSE:7272Auto

Yamaha Motor (TSE:7272) Margin Squeeze Reinforces Bearish Profitability Narratives

Yamaha Motor (TSE:7272) FY 2025 earnings snapshot Yamaha Motor (TSE:7272) has wrapped up FY 2025 with Q4 revenue of ¥623.9 billion and a basic EPS loss of ¥28.11, as net income excluding extra items came in at a loss of ¥27.3 billion. Over recent quarters, revenue has moved from ¥599.3 billion in Q4 FY 2024 to ¥651.9 billion in Q2 FY 2025 before landing at ¥623.9 billion in Q4 FY 2025. Quarterly EPS has swung from a loss of ¥28.63 in Q4 FY 2024 to a gain of ¥31.47 in Q1 FY 2025 and back to a...
NYSE:CNR
NYSE:CNROil and Gas

Core Natural Resources (CNR) Valuation After Q4 2025 Loss And Reaffirmed 2026 Outlook

Core Natural Resources (CNR) is back in focus after reporting a fourth quarter 2025 net loss alongside higher sales revenue, while affirming 2026 volume guidance and pointing to improved operations and free cash flow. See our latest analysis for Core Natural Resources. The mixed fourth quarter and new 2026 guidance appear to be gradually influencing sentiment. The share price return is 1.62% over 1 day at US$91.51, 11.10% over 90 days, and the 1 year total shareholder return is 15.82%,...
TSE:6444
TSE:6444Auto Components

Sanden (TSE:6444) Q4 Profit Surge Tests High 62.6x P/E Narrative

Sanden (TSE:6444) closed out FY 2025 with fourth quarter revenue of ¥52.4b and basic EPS of ¥31.22, alongside net income of ¥3,480m, putting a clear spotlight on its recent earnings print. Over the past year, the company has seen trailing twelve month revenue sit at ¥190.9b with basic EPS of ¥2.46 and net income of ¥274m, following a period marked by both losses and a return to profit. For investors, the key question now is how durable these margins look after a year that mixed recovery in...
NasdaqCM:LMB
NasdaqCM:LMBConstruction

Assessing Limbach Holdings (LMB) Valuation After Years Of Margin Expansion And Strong Earnings Growth

Why Limbach Holdings (LMB) Is On Investors’ Radar Limbach Holdings (LMB) is drawing attention after five years of operating margin expansion and earnings per share growing 42.5% annually, suggesting that expense discipline and profitable incremental sales are front of mind for investors. See our latest analysis for Limbach Holdings. At a share price of $88.14, Limbach’s 90 day share price return of 23.93% and 30 day share price return of 5.05% point to building momentum. This comes even...
NYSE:ZETA
NYSE:ZETASoftware

A Look At Zeta Global Holdings (ZETA) Valuation After Macroeconomic Jitters Hit AI Software Stocks

Macroeconomic jitters hit Zeta Global Holdings (ZETA) Zeta Global Holdings (ZETA) dropped 6.8% as strong U.S. jobs data pushed back expectations for Federal Reserve rate cuts. This pressured growth-focused software names tied to investor enthusiasm around artificial intelligence. See our latest analysis for Zeta Global Holdings. Beyond today’s move, Zeta Global’s share price has had a weak stretch, with a 30 day share price return showing a 30.64% decline and a year to date share price return...
TSE:9605
TSE:9605Entertainment

Toei Company (TSE:9605) Margin Improvement To 11.7% Tests Bearish Earnings Narratives

Toei Company (TSE:9605) Q3 2026 Earnings Snapshot Toei Company (TSE:9605) reported Q3 2026 revenue of ¥45,011 million with basic EPS of ¥85.74, set against trailing twelve month EPS of ¥349.01 and revenue of ¥185,859 million, alongside earnings growth of 49.8% over the past year. Over recent quarters the company has seen revenue range from ¥42,646 million in Q3 2025 to ¥49,512 million in Q4 2025, while quarterly EPS moved from ¥57.39 in Q2 2025 to ¥129.18 in Q2 2026. Net profit margin moved...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

Pagaya Technologies (PGY) Is Down 33.3% After Record 2025 Profitability And 2026 Net Income Guidance - What's Changed

Pagaya Technologies Ltd. recently reported fourth-quarter 2025 revenue of US$334.81 million and GAAP net income of US$34.3 million, turning a prior-year loss into profit and closing 2025 with US$1.30 billion in revenue and US$81.39 million in net income. Alongside this record profitability, Pagaya issued 2026 guidance pointing to continued GAAP net income and closed an US$800 million AAA-rated personal loan ABS deal, highlighting growing institutional confidence in its AI-driven credit...
NYSE:STNG
NYSE:STNGOil and Gas

Assessing Scorpio Tankers (STNG) Valuation After Strong Recent Share Price Momentum

Why Scorpio Tankers Is On Investor Radars Scorpio Tankers (STNG) has drawn fresh attention after recent share price gains, with the stock up 4.0% over the past week and about 19% over the past month. See our latest analysis for Scorpio Tankers. At a share price of $70.51, Scorpio Tankers has built strong momentum recently, with a 30 day share price return of 18.92% sitting alongside a 1 year total shareholder return of 65.61%. This performance suggests investors are reassessing both growth...
NasdaqGS:CPRT
NasdaqGS:CPRTCommercial Services

Is Copart’s (CPRT) New Credit Line Rewriting Its Financial Flexibility Narrative?

In the past week, Copart announced a new US$1.25 billion unsecured revolving credit facility to support acquisitions, capital investments, and global expansion, while also confirming the timing of its upcoming fiscal Q2 2026 earnings release and conference call. These developments, combined with inflation data that improved expectations for lower interest rates, have sharpened investor attention on Copart’s financial flexibility and sensitivity to macroeconomic conditions rather than...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

Why CoStar Group (CSGP) Is Down 10.5% After Activist Attack On Homes.com Spending And Governance

On February 4, 2026, The D. E. Shaw group publicly criticized CoStar Group’s Board over what it called reckless capital deployment and weak oversight, urging alternatives for the Homes.com business and fresh independent directors ahead of the 2026 Annual Meeting. At the same time, a new Homes.com report showing more moderate home price trends and improved affordability has sharpened investor focus on whether CoStar’s heavy spending on the residential platform is aligned with the value it...
TSE:2501
TSE:2501Beverage

Sapporo Holdings (TSE:2501) Margin Improvement To 3% Tests Premium P/E Narrative

Sapporo Holdings (TSE:2501) sets the stage with mixed FY 2025 momentum Sapporo Holdings (TSE:2501) has reported its FY 2025 numbers with third quarter revenue of ¥137.9 billion and basic EPS of ¥23.36, alongside trailing 12 month revenue of ¥506.9 billion and EPS of ¥193.11 that reflect a 95.2% rise in earnings over the past year and an improvement in net profit margin from 1.5% to 3%. The company has seen quarterly revenue move from ¥134.9 billion in the second quarter of FY 2024 to ¥137.9...
TSE:6407
TSE:6407Machinery

CKD (TSE:6407) Margin Improvement Reinforces Bullish Narratives Despite Premium P/E

CKD (TSE:6407) has put up solid headline numbers for Q3 2026, reporting revenue of ¥39,368 million and basic EPS of ¥51.81, with trailing twelve month EPS at ¥192.85 and revenue at ¥152.57 billion. This gives investors a clear view of its recent performance. The company has seen revenue move around the ¥36,253 million to ¥40,552 million range over the past six quarters, while quarterly EPS has tracked between ¥37.08 and ¥60.57, with trailing twelve month EPS fluctuating between ¥160.54 and...
TSX:TXG
TSX:TXGMetals and Mining

How Torex Gold’s CEO Succession from Kuzenko to Snowden Will Impact Torex Gold Resources (TSX:TXG) Investors

Torex Gold Resources Inc. announced on February 4, 2026, that President and CEO Jody Kuzenko will retire immediately after the June 17, 2026 shareholder meeting, with current CFO Andrew Snowden set to assume the role of President and CEO as part of a planned succession. This transition places a long-serving internal leader with extensive mining finance and operational experience at the helm, which may influence how investors assess Torex’s execution on growth projects and capital...