U.S. Airlines Stock News

NYSE:CAVA
NYSE:CAVAHospitality

Cava Group (CAVA) Margin Compression Challenges Bullish Growth Narrative In FY 2025 Results

CAVA Group (CAVA) just wrapped up FY 2025 with fourth quarter revenue of US$275.0 million and basic EPS of US$0.04, while trailing 12 month figures show revenue of about US$1.2 billion and EPS of US$0.55 against a share price of US$85.67. The company has seen quarterly revenue move from US$227.4 million and EPS of US$0.69 in FY 2024 Q4 to US$331.8 million and EPS of US$0.22 in FY 2025 Q1, then US$280.6 million and US$0.16 in Q2, US$292.2 million and US$0.13 in Q3, and US$275.0 million and...
NYSE:COF
NYSE:COFConsumer Finance

The Bull Case For Capital One Financial (COF) Could Change Following Brex Deal And Higher Credit Provisions - Learn Why

Capital One Financial recently reported weaker-than-expected earnings, raised its credit-loss provisions, and agreed to acquire Brex in a US$5.15 billion deal, prompting concerns about profitability and execution risks. These developments, combined with sector-wide worries about private credit exposure, funding strains, and potential regulatory limits on credit-card pricing, have sharpened focus on the resilience of Capital One’s card-centric business model. Next, we’ll explore how higher...
NYSE:DE
NYSE:DEMachinery

Is It Too Late To Consider Deere (DE) After A 34% Year To Date Rally?

If you are trying to figure out whether Deere is still reasonably priced or starting to look stretched, the recent share performance gives you plenty to think about. The stock last closed at US$623.61, with returns of 5.1% over 7 days, 20.7% over 30 days, 33.6% year to date, 32.1% over 1 year, 54.9% over 3 years and 94.0% over 5 years. Recent coverage has focused on Deere's position as a key capital goods manufacturer and how its equipment and technology are tied to long term trends in...
NYSE:SEI
NYSE:SEIEnergy Services

Solaris Energy Infrastructure (SEI) Quarterly Loss Tests Bullish High‑Growth Narrative

Solaris Energy Infrastructure (SEI) has capped FY 2025 with Q4 revenue of US$179.7 million and a small EPS loss of US$0.04, set against a trailing 12 month EPS of US$0.69 on revenue of US$622.2 million and earnings growth of 95.8% over the past year. Over recent periods the company has seen revenue lift from US$96.3 million in Q4 FY 2024 to US$179.7 million in Q4 FY 2025. Quarterly EPS moved from US$0.20 to US$0.32 and US$0.30 in Q2 and Q3 FY 2025 before slipping to a modest loss in Q4,...
NYSE:ZBH
NYSE:ZBHMedical Equipment

Zimmer Biomet Showcases Robotics And Smart Implants At AAOS 2026 Event

Zimmer Biomet Holdings (NYSE:ZBH) plans to showcase advanced orthopedic technologies at AAOS 2026. The lineup includes FDA-cleared robotics, AI-supported navigation systems, smart implants, and fresh clinical data. Chief Movement Officer Arnold Schwarzenegger is scheduled to appear as a guest speaker at the event. Zimmer Biomet is a major player in musculoskeletal healthcare, with a portfolio that spans joint replacement, sports medicine, and related technologies. The AAOS 2026 announcement...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Costco Wholesale (COST) Valuation Check After Membership Surge Digital Growth And Tariff Refund Tailwind

Costco Wholesale (COST) is back in focus after reporting a 14% rise in membership income, strong digital sales growth, and potential tariff refunds following a Supreme Court ruling on previously imposed duties. See our latest analysis for Costco Wholesale. At a share price of $994.76, Costco has had a 16.41% year to date share price return and a 116.45% total shareholder return over three years. Despite a 3.08% total shareholder return decline over the past year, recent membership and digital...
NYSE:RBLX
NYSE:RBLXEntertainment

Roblox (RBLX) Is Up 7.9% After LA County Child-Safety Lawsuit - What's Changed

In February 2026, Los Angeles County filed a lawsuit against Roblox Corporation, alleging that inadequate moderation and age-verification on its platform exposed young users to sexual content and online predators despite the company’s child-safe marketing claims. At the same time, institutional investors have been publicly emphasizing Roblox’s long-term growth potential and operating leverage, creating a tension between legal scrutiny over child safety and confidence in the platform’s future...
NasdaqGS:GLNG
NasdaqGS:GLNGOil and Gas

Golar LNG (GLNG) Margin Rebound Tests Bullish Long Term FLNG Narratives

Golar LNG (NasdaqGS:GLNG) has wrapped up FY 2025 with Q4 revenue of US$132.8 million and basic EPS of US$0.10, rounding out a year in which trailing twelve month revenue sat at US$393.5 million and EPS reached US$0.64. Over the past few quarters, the company has seen revenue range from US$62.5 million in Q1 2025 to US$132.8 million in Q4 2025, with quarterly EPS moving between US$0.08 and US$0.31 across the year. This has set the backdrop for a trailing net profit margin of 18.3% compared...
NasdaqCM:CELC
NasdaqCM:CELCBiotechs

A Look At Celcuity (CELC) Valuation After Charles Romp Joins The Board And Gedatolisib Progress

Celcuity (CELC) recently drew fresh attention after appointing Charles (Chip) R. Romp to its Board of Directors, a move that highlights investor focus on the company’s oncology pipeline and its efforts to commercialize Gedatolisib. See our latest analysis for Celcuity. Romp’s appointment comes after a year in which Celcuity’s share price has seen sharp swings, with a 6.8% year to date share price return and a very large 1 year total shareholder return. This suggests that confidence around...
NYSE:AMT
NYSE:AMTSpecialized REITs

American Tower (AMT) Debt Coverage Concerns Challenge Bullish FFO Growth Narrative

American Tower (AMT) has wrapped up FY 2025 with fourth quarter revenue of US$2.7 billion, basic EPS of US$1.76 and funds from operations of US$1.3 billion, putting a clear spotlight on how its tower portfolio is translating into cash flow. Over the past few quarters, revenue has moved from US$2.6 billion in Q1 2025 to US$2.7 billion in Q4 2025. Trailing twelve month EPS sits at US$5.41 alongside US$4.2 billion of FFO, which allows investors to weigh a 23.8% net margin against the mix of...
NasdaqGS:HURN
NasdaqGS:HURNProfessional Services

Huron Consulting Group (HURN) Margin Compression Challenges Bullish Earnings Growth Narratives

Huron Consulting Group (HURN) closed out FY 2025 with fourth quarter revenue of US$468.6 million and basic EPS of US$1.77, against a backdrop of trailing twelve month revenue of about US$1.7 billion and EPS of US$6.02 and a reported earnings decline over the most recent year. The company has seen quarterly revenue move from US$388.4 million in Q4 2024 to US$468.6 million in Q4 2025, while basic EPS shifted from US$1.92 to US$1.77 as trailing net profit margins moved from 7.8% to 6.2%, setting...
NasdaqGS:FLYW
NasdaqGS:FLYWDiversified Financial

Flywire (FLYW) Thin Margins And 113x P/E Test Bullish Profitability Narrative

Flywire (FLYW) just wrapped up FY 2025 with Q4 revenue of US$157.5 million and basic EPS of roughly US$0.00, capping a trailing 12 month stretch where revenue reached US$623.0 million and EPS came in at US$0.11. Over recent periods, the company has seen quarterly revenue move from US$117.6 million in Q4 2024 to US$157.5 million in Q4 2025, while basic EPS shifted from a loss of US$0.13 to near break even. This sets the stage for investors to focus closely on how margins are being managed from...
NasdaqGS:EXLS
NasdaqGS:EXLSProfessional Services

ExlService Holdings (EXLS) Margin Improvement Supports Bullish Narratives In FY 2025 Earnings

ExlService Holdings (EXLS) has wrapped up FY 2025 with fourth quarter revenue of US$542.6 million and basic EPS of US$0.38, while trailing twelve month figures show revenue at about US$2.1 billion and EPS at US$1.56, alongside 26.6% earnings growth over the past year. The company has seen quarterly revenue move from US$481.4 million in Q4 2024 to US$542.6 million in Q4 2025, with basic EPS shifting from US$0.31 to US$0.38 over the same period. This sets up a story in which improving net...
NasdaqCM:IGIC
NasdaqCM:IGICInsurance

International General Insurance (IGIC) Margin Dip Tests Narrative Of Earnings Stability

International General Insurance Holdings (NasdaqCM:IGIC) has wrapped up FY 2025 with fourth quarter total revenue of US$126.4 million and basic EPS of US$0.76, alongside trailing twelve month revenue of US$516.9 million and EPS of US$2.89. Over the past few quarters, revenue has moved from US$129 million and EPS of US$0.59 in Q1 2025 to US$132.9 million with EPS of US$0.77 in Q2, then US$128.6 million and EPS of US$0.75 in Q3, before landing at the latest Q4 figures. This gives investors a...
NasdaqGS:FWRD
NasdaqGS:FWRDLogistics

Forward Air (FWRD) Quarterly Losses Challenge Margin Recovery Narratives Despite Stable Revenue

Forward Air (FWRD) has wrapped up FY 2025 with Q4 revenue of US$631.2 million and a basic EPS loss of US$0.91, while trailing twelve month EPS sits at a loss of US$3.51 on revenue of about US$2.5 billion. Over recent quarters the company has seen revenue move in a tight band between US$613.3 million and US$655.9 million, while basic EPS has remained in loss territory, ranging from a loss of US$0.41 to US$2.59 per quarter. For investors, this latest set of numbers keeps the spotlight firmly on...
NasdaqGS:MDLN
NasdaqGS:MDLNMedical Equipment

Medline (MDLN) Margin Improvement To 4.6% Tests Bullish Earnings Growth Narratives

Medline (MDLN) just posted its FY 2025 third quarter scorecard with revenue of US$7.1b, basic EPS of US$0.018, and trailing 12 month earnings growth of 33.4% alongside a net profit margin of 4.6% compared with 3.8% in the prior year. The company has seen revenue move from US$23.2b and EPS of US$0.013 in the FY 2023 trailing period to US$27.4b and EPS of roughly US$0.072 in the latest trailing 12 months. This sets the backdrop for investors to weigh earnings growth and margin expansion as the...
NYSE:LAW
NYSE:LAWSoftware

CS Disco Q4 Loss Of US$8.5 Million Tests Bullish Profitability Narratives

CS Disco (LAW) just closed out FY 2025 with Q4 revenue of US$41.2 million, a basic EPS loss of US$0.14, and a net income loss of US$8.5 million. On a trailing twelve month basis, revenue was US$156.8 million with a basic EPS loss of US$0.72 and a net income loss of US$44.4 million. The company’s quarterly revenue moved from US$36.3 million in Q3 2024 to US$41.2 million in Q4 2025, while basic EPS losses over that span ranged between US$0.42 and US$0.14 per quarter. For investors, the latest...
NYSE:FSS
NYSE:FSSMachinery

Federal Signal (FSS) Premium P/E Tests 10.9% Earnings Growth Narrative After FY 2025 Results

How Federal Signal’s FY 2025 Results Set the Tone for the Next Chapter Federal Signal (FSS) closed FY 2025 with fourth quarter revenue of US$597.1 million and basic EPS of US$1.00, alongside trailing twelve month revenue of about US$2.2 billion and EPS of US$4.06, giving investors a clear view of its recent earnings power. Over the past six reported quarters, the company has seen revenue move from US$472 million in Q4 2024 to US$597.1 million in Q4 2025. Quarterly EPS ranged from US$0.76 in...
NasdaqCM:MBIN
NasdaqCM:MBINDiversified Financial

Does Merchants Bancorp's (MBIN) Higher Dividend Reveal a Confident or Cautious Capital Allocation Strategy?

Earlier in 2026, Merchants Bancorp announced that its Board of Directors declared first-quarter cash dividends, including US$0.11 per common share and quarterly payments on its Series C, D, and E preferred shares, payable on April 1 to shareholders of record on March 13. The 10% increase in the common dividend alongside steady preferred payouts underscores the bank’s emphasis on returning capital across its shareholder base. Next, we will examine how the higher common dividend shapes...
NYSE:LXFR
NYSE:LXFRMachinery

Luxfer Holdings (LXFR) Margin Compression And One Off Loss Challenge Bullish Narratives

Luxfer Holdings (NYSE:LXFR) has just wrapped up FY 2025 with Q4 revenue of US$90.7 million and basic EPS of roughly US$0.00, capping a year in which trailing twelve month revenue was US$384.6 million and EPS came in at US$0.49. Over recent quarters the company has seen revenue move from US$103.4 million and EPS of US$0.12 in Q4 2024 to US$97.0 million and US$0.21 in Q1 2025, then to US$104.0 million and US$0.19 in Q2 2025 and US$92.9 million and US$0.09 in Q3 2025, setting up a picture of...
NasdaqGS:REAL
NasdaqGS:REALSpecialty Retail

Is RealReal (REAL) Undervalued After Recent Share Price Volatility?

Recent share performance and what it might mean for investors RealReal (REAL) has had a mixed run recently, with the share price moving higher over the past week but showing a decline over the past month and past 3 months, which may prompt investors to reassess expectations. See our latest analysis for RealReal. At a share price of US$12.02, RealReal’s short term share price returns have been choppy, with gains over the past week but declines over the past month and year to date. Its 1 year...
NYSE:BXC
NYSE:BXCTrade Distributors

BlueLinx Holdings (BXC) Q4 EPS Loss And 0.01% Margin Test Bullish Recovery Narratives

BlueLinx Holdings (BXC) closed out FY 2025 with Q4 revenue of US$715.8 million and a basic EPS loss of US$1.08, compared with Q4 2024 revenue of US$710.6 million and basic EPS of US$0.63. Trailing twelve month EPS was US$0.02 on revenue of US$2.95 billion. The company’s quarterly revenue moved from US$747.3 million in Q3 2024 to US$780.1 million in Q2 2025 and US$748.9 million in Q3 2025. Over the same periods, EPS shifted from US$1.89 to US$0.54 and US$0.21. This presents a mixed picture for...
NasdaqGS:ALLT
NasdaqGS:ALLTSoftware

Allot (NasdaqGS:ALLT) Profitable FY 2025 EPS Challenges Skeptical Narratives On Earnings Durability

Allot (NasdaqGS:ALLT) has wrapped up FY 2025 with Q4 revenue of US$28.4 million and basic EPS of US$0.06, alongside trailing twelve month revenue of US$102.0 million and EPS of US$0.08. Over the past few quarters, the company has reported revenue of US$24.9 million in Q4 2024, followed by US$23.2 million in Q3 2024, and then US$23.2 million, US$23.2 million, US$24.1 million, US$26.4 million and US$28.4 million across FY 2025. Over the same period, quarterly EPS moved from US$0.01 in Q4 2024...
NasdaqGS:CTAS
NasdaqGS:CTASCommercial Services

Assessing Cintas (CTAS) Valuation As Recent Returns Lag Its Long Term Performance

Why Cintas (CTAS) Is Back on Investors’ Radar Cintas (CTAS) has drawn renewed attention after a period of mixed share performance, including a 1 day decline alongside modest gains over the past month and past 3 months. This has prompted closer scrutiny of its fundamentals. See our latest analysis for Cintas. At around US$196.78 per share, Cintas has seen a modest 90 day share price return of 6.6%, while its 1 year total shareholder return of 2.9% decline contrasts with a very large 5 year...