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Flagstar Bank, National Association reported full-year 2025 results showing net interest income of US$1.72 billion and a net loss of US$177 million, alongside a sharp reduction in quarterly net charge-offs. At the same time, the bank is reshaping its business mix by expanding high-touch Private Client services, including a new 20,900-square-foot Park Avenue office in New York City. Next, we’ll examine how improving credit costs and the New York private banking expansion influence...

QuantumScape (QS) is back in focus after inaugurating its Eagle Line in San Jose, a highly automated production setup built around its Cobra separator process to support sampling, testing, and future large scale manufacturing. See our latest analysis for QuantumScape. The Eagle Line launch comes after a sharp reset in sentiment, with QuantumScape’s 1 day share price return of 8.72% decline and 90 day share price return of 53.37% decline contrasting with a 1 year total shareholder return of...

Fluence Energy (FLNC) opened fiscal 2026 with Q1 revenue of US$475.2 million and a basic EPS loss of US$0.34, as the company continued to work through a period of uneven quarterly profitability. The business has seen revenue move from US$186.8 million in Q1 2025 to US$1.0 billion in Q4 2025 and US$475.2 million in Q1 2026, while basic EPS has swung between a loss of US$0.32 in Q1 2025, a profit of US$0.37 in Q4 2024, a profit of US$0.14 in Q4 2025, and the latest loss of US$0.34. This has...

Barrick Mining (NYSE:B) announced a 140% dividend increase for Q4 2025. The company introduced a new dividend policy targeting 50% of free cash flow. Mark Hill was appointed as the new president and CEO. Barrick is preparing for an IPO of its North America business. For investors watching NYSE:B, this is a cluster of major decisions hitting at the same time, all centered on capital returns and corporate structure. The share price sits at $43.97 after a very large 3 year gain and a 1 year...

Considering whether SLB is still priced attractively after its recent run, or if most of the easy value has already been realized. The stock last closed at US$49.51, with returns of 2.2% over the past week, 13.5% over the past month, 23.2% year to date, 26.7% over the past year and a 109.0% return over five years, alongside a 1.3% decline over three years. Recent news around SLB has focused on its role as a major oilfield services provider and its positioning within global energy markets...

M3 (TSE:2413) has put up a busy Q3 2026, with revenue of ¥93.5 billion and basic EPS of ¥29.40, backed by trailing 12 month revenue of ¥343.8 billion and EPS of ¥73.98. The company has seen revenue move from ¥247.9 billion to ¥343.8 billion on a trailing 12 month basis, while EPS shifted from ¥57.67 to ¥73.98, and earnings over that period are assessed as high quality with 21.8% growth year over year. With net margin slightly below last year and analysts pointing to mid to high single digit...

Landstar System (NasdaqGS:LSTR) appointed Terri Lewis as Chief Human Resources Officer, effective during a period of operational strain. The company is dealing with substantial insurance and claims expenses tied to several major crashes. In a 2021 fatal Texas accident, Landstar was found 100% liable for damages, highlighting legal and financial risk. Landstar System, a major player in asset light trucking and logistics services, sits at the intersection of freight demand, driver supply, and...

Recent commentary on Keysight Technologies (KEYS) points to softer backlog growth, flat revenue and declining earnings per share. Combined with lower returns on capital, this has put future growth assumptions under closer investor scrutiny. See our latest analysis for Keysight Technologies. Against that backdrop, Keysight’s share price has climbed 22.47% over the past 90 days and the 1 year total shareholder return is 24.74%. This suggests recent momentum despite questions around backlog...

Merck reported significant pipeline progress and new product launches as it prepares for the eventual loss of Keytruda exclusivity. The company expanded its portfolio through acquisitions and key collaborations, including work on an advanced Zaire ebolavirus vaccine. A CEPI backed partnership seeks to develop a thermostable and more accessible Zaire ebolavirus vaccine, targeting global health and distribution challenges. For investors watching Merck (NYSE:MRK), the latest updates show a...

If you are wondering whether Rubrik's share price reflects its real worth, you are not alone, many investors are asking the same question as the stock settles after recent volatility. The shares last closed at US$48.34, with returns of a 16.6% decline over 7 days, a 35.6% decline over 30 days, and a 35.9% decline year to date, which may prompt questions about how the market is currently assessing risk and opportunity around the company. Recent coverage has focused on Rubrik's positioning in...

Cerence (CRNC) opened its 2026 financial year with Q1 revenue of US$115.1 million and a basic EPS loss of US$0.12, as the company continued to work through a period of mixed earnings. Over the past few quarters, revenue has moved from US$50.9 million in Q1 2025 to US$60.6 million in Q4 2025 and now US$115.1 million in Q1 2026. Over the same period, basic EPS has ranged from a loss of US$0.57 in Q1 2025 to a loss of US$0.31 in Q4 2025 and the latest Q1 loss of US$0.12, creating an earnings...

Equitable Holdings (EQH) has wrapped up FY 2025 with fourth quarter revenue of about US$3.3 billion, basic EPS of US$0.71 and net income of US$202 million, putting a cleaner quarter at the end of what has been a volatile earnings year. Over the past six quarters, revenue has moved between US$1.4 billion and US$4.6 billion while basic EPS has ranged from a loss of US$4.47 per share to a profit of US$2.80 per share, with trailing twelve month EPS at a loss of US$4.83 per share on revenue of...

In recent commentary on Generac Holdings, analysts underscored muted 4.2% annual revenue growth over two years, alongside shrinking operating margins and softening returns on capital. This combination of slower top-line expansion, margin pressure, and returns compression is prompting investors to question how robust Generac’s profit engine really is. We’ll now explore how concerns about Generac’s declining operating margin shape the company’s broader investment narrative and future...

Zurn Elkay Water Solutions (ZWS) has wrapped up FY 2025 with fourth quarter revenue of US$407.2 million and basic EPS of US$0.25, while trailing twelve month revenue sits at US$1.70 billion with EPS of US$1.14. This gives investors a clear read on both the latest quarter and the full year run rate. The company has seen quarterly revenue move from US$370.7 million and EPS of US$0.21 in Q4 2024 to a range between US$388.8 million and US$455.4 million and EPS between US$0.24 and US$0.35 through...

Wondering if Zoetis is starting to look like good value after a tough run, or if the current price still asks too much of future expectations? The stock last closed at US$126.73, with a 4.1% gain over the past 7 days, a 2.0% decline over 30 days, a 0.6% return year to date, and a 26.2% decline over the past year, as well as 18.5% and 19.2% declines over the past 3 and 5 years respectively. Recent attention on Zoetis has focused on its position in animal health and how investors are weighing...

FTAI Aviation launched FTAI Power, a new division focused on using aircraft engines as power solutions for data centers. The company entered multi year partnerships with Palantir for AI driven productivity tools and CFM International for access to engine components. These moves mark a shift for NasdaqGS:FTAI toward the power infrastructure and data center market alongside its aviation leasing business. NasdaqGS:FTAI is moving beyond its traditional role in aviation leasing by tying its...

What the latest earnings and Spectrum moves mean for Charter Communications (CHTR) Charter Communications (CHTR) has drawn fresh attention after reporting fourth quarter and full year 2025 results that showed lower sales and net income, along with continued internet customer losses at Spectrum, as well as new Wi-Fi offerings and service guarantees. See our latest analysis for Charter Communications. The recent earnings update, continued Spectrum internet customer losses and ongoing share...

3M (MMM) recently filed an automatic mixed securities shelf registration that allows it to issue common stock and debt securities as needed. This gives the company added flexibility to fund operations and potential growth projects. See our latest analysis for 3M. At a share price of $165.08, 3M has a 1-year total shareholder return of 10.42%, while the 3-year total shareholder return of about 7x and 5-year total shareholder return of 32.87% point to stronger longer term momentum than the more...

CACI International (CACI) is back in focus after securing a five year US$250 million task order with the US Army to support electronic warfare and spectrum dominance capabilities, extending its role in defense technology programs. See our latest analysis for CACI International. At a share price of US$598.32, CACI’s recent 6.95% 1 month share price return and 59.45% 1 year total shareholder return indicate that momentum has been building. The new US Army task order adds to a series of contract...

NETGEAR (NTGR) has wrapped up FY 2025 with Q4 revenue of US$182.5 million and a basic EPS loss of US$0.02, while trailing twelve month revenue sits at US$699.6 million with a basic EPS loss of US$0.63. Over recent quarters, revenue has moved between US$162.1 million and US$184.6 million per quarter, as basic EPS shifted from a loss of US$0.31 in Q4 2024 to a loss of US$0.02 in Q4 2025. This sets up a story where investors are weighing gradual revenue progress against still thin margins and...

FLSmidth (CPSE:FLS) is in focus after appointing Toni Laaksonen as CEO with immediate effect and continuing a share buy-back programme of up to DKK 1.4b, together reshaping the company’s leadership and capital structure. See our latest analysis for FLSmidth. At a share price of DKK571.0, FLSmidth has recently shown building momentum, with a 30 day share price return of 20.67% and year to date share price return of 26.83%, alongside a 1 year total shareholder return of 57.07% and 5 year total...

Old Dominion Freight Line (ODFL) has wrapped up FY 2025 with fourth quarter revenue of US$1.3b and basic EPS of US$1.10, compared with US$1.39b of revenue and EPS of US$1.23 in the same quarter a year earlier, while trailing twelve month EPS came in at US$4.86 on revenue of US$5.5b. Over recent quarters the company has seen revenue move from US$1.47b and EPS of US$1.44 in Q3 2024 to US$1.41b and US$1.27 in Q2 2025, then to US$1.41b and US$1.29 in Q3 2025 before the most recent Q4 numbers...

If you are wondering whether ABM Industries at around US$47.12 is offering good value today, it helps to step back from the headline share price and look at what the underlying numbers are suggesting. The stock has returned 2.9% over the last 7 days and 7.6% over the last month, with year to date returns of 10.4%. However, the 1 year return of a 9.7% decline sits alongside gains of 8.3% over 3 years and 27.6% over 5 years. These mixed returns sit against a backdrop of ongoing interest in ABM...

Helmerich & Payne (HP) opened Q1 2026 with revenue of about US$1.0 billion and a basic EPS loss of US$0.97, as net income excluding extra items came in at a loss of US$96.7 million. Over the last year, the company has seen quarterly revenue stay around the US$1.0 billion mark while EPS has swung from a profit of US$0.55 in Q1 2025 to losses of US$1.64 in Q3 2025, US$0.58 in Q4 2025, and now US$0.97 in Q1 2026. This sets up a results season in which investors are likely to focus on how quickly...