U.S. Auto Components Stock News

NasdaqGS:TENB
NasdaqGS:TENBSoftware

Tenable Holdings (TENB) Near Breakeven EPS Rekindles Bullish Margin Improvement Narratives

Tenable Holdings (TENB) just wrapped up FY 2025 with Q4 revenue of US$260.5 million and basic EPS of roughly US$0.01 loss, compared with Q4 FY 2024 revenue of US$235.7 million and basic EPS of about US$0.02. Over the last six quarters, revenue has moved from US$227.1 million in Q3 FY 2024 through US$252.4 million in Q3 FY 2025 to US$260.5 million in the latest quarter. Basic EPS has ranged between a loss of about US$0.19 in Q1 FY 2025 and a profit of about US$0.02 in Q3 FY 2025 before landing...
NYSE:MOD
NYSE:MODBuilding

Modine Manufacturing (MOD) Quarterly Loss Challenges High Growth And Premium Valuation Narratives

Modine Manufacturing (MOD) has posted a mixed Q3 2026 update, with revenue at US$805 million and a basic EPS loss of US$0.90, alongside trailing twelve month basic EPS of US$1.86 on revenue of US$2.9 billion. The company has seen quarterly revenue move from US$616.8 million and EPS of US$0.78 in Q3 2025 to US$805 million and a loss in Q3 2026. Over the same period, trailing twelve month revenue has ranged between US$2.5 billion and US$2.9 billion, with EPS between US$1.86 and US$3.57,...
NYSE:HTGC
NYSE:HTGCCapital Markets

Do Hercules Capital's (HTGC) New Unsecured Notes Reveal a Shift in Its Risk-Return Playbook?

Hercules Capital, Inc. recently announced a fixed-income offering of callable, fixed-rate unsubordinated unsecured notes, adding a new layer to its corporate funding mix. This move, coming as investors await the company’s February 12 earnings release and reassess its fundamentals, highlights management’s current financing priorities and balance-sheet approach. Against this backdrop, we’ll explore how the new fixed-rate unsecured notes shape Hercules Capital’s investment narrative and...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Is Linde (LIN) Still Attractive After Its Long Share Price Run?

Wondering if Linde at around US$459.81 is still a fair deal or starting to look stretched, especially after such a long run in the market? The stock has posted returns of 1.1% over the last 7 days, 5.2% over the past month, 7.2% year to date and 1.2% over the last year, while the 3 year and 5 year returns stand at 43.8% and 94.7% respectively. These figures have kept Linde on many investors' watchlists as a large established player in industrial gases and related services. That ongoing...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Assessing Lam Research (LRCX) Valuation After Strong Earnings, Raised Guidance And New AI Partnerships

Lam Research (LRCX) is back in focus after reporting quarterly results that came in ahead of Wall Street expectations, along with higher revenue and earnings guidance that the company links to strong AI driven chip equipment demand. See our latest analysis for Lam Research. Despite a recent 14.1% decline in the 7 day share price return and some volatility around leadership changes and the CEA Leti partnership news, Lam’s 90 day share price return of 33.9% and very large 1 year total...
NYSE:BBWI
NYSE:BBWISpecialty Retail

Is Bath & Body Works (BBWI) Quietly Repositioning Itself as an Affordable Dermatologist-Backed Fragrance House?

In recent weeks, Bath & Body Works has rolled out a dermatologist-approved Daily Moisturizing Hand Soap, launched new rose-centered and luxury-inspired fine fragrances, and revived fan-favorite scents like Strawberry Pound Cake and Sweetheart Cherry across multiple product formats. This mix of seasonal product innovation, fragrance “dupes” positioned as affordable alternatives to high-end perfumes, and nostalgia-driven relaunches is helping the brand deepen customer engagement ahead of key...
NasdaqGS:MTRX
NasdaqGS:MTRXConstruction

Matrix Service (MTRX) EPS Loss Narrows In Q2 2026 Challenging Bearish Narratives

Matrix Service (MTRX) has reported Q2 2026 revenue of US$210.5 million with a basic EPS loss of US$0.03, alongside trailing twelve month revenue of US$838.9 million and a trailing basic EPS loss of US$0.69. Over recent quarters, the company has seen revenue move from US$187.2 million in Q2 2025 to US$210.5 million in Q2 2026, while quarterly basic EPS losses shifted from US$0.20 a year ago to US$0.03 this quarter and the trailing twelve month net loss sat at US$19.3 million. As a result, the...
NasdaqGS:ASO
NasdaqGS:ASOSpecialty Retail

Assessing Academy Sports and Outdoors (ASO) Valuation After Buybacks Dividend Growth And World Cup Interest

Market confidence in Academy Sports and Outdoors (ASO) has picked up after share buybacks, ongoing dividend growth, and interest around events such as the 2026 World Cup, even though revenue and same store sales data remain challenging. See our latest analysis for Academy Sports and Outdoors. At a share price of US$57.12, Academy Sports and Outdoors has seen short term swings, including a 4.05% 1 day share price decline and a 3.18% 7 day share price return. However, the 24.80% 90 day share...
NYSE:SE
NYSE:SEMultiline Retail

Is Sea (SE) Prioritizing Monetization Over Expansion With Brazil Fee Hikes And AI-Powered Shopee?

In recent months, Sea Limited has highlighted strong momentum across Shopee, Garena, and its financial services arm, raising its full-year outlook while also planning higher investments and rolling out AI tools on the Shopee platform. At the same time, Shopee’s decision to lift commission rates in Brazil and Sea’s focus on profitable cross-selling point to a company using its competitive position to improve monetization rather than chasing growth at any cost. We’ll now examine how this...
NasdaqGS:PLUS
NasdaqGS:PLUSElectronic

EPlus (PLUS) Earnings Quality Concerns Challenge Bullish Narrative After 53.7% Profit Surge

ePlus (PLUS) has just reported Q3 2026 results with revenue of US$614.8 million and basic EPS of US$1.28, set against trailing twelve month revenue of about US$2.4 billion and EPS of US$5.27 that came alongside a 53.7% rise in earnings over the past year. The company has seen revenue move from US$498.1 million and EPS of US$0.96 in Q4 2025 to between roughly US$608.8 million and US$637.3 million, with EPS ranging from US$1.03 to US$1.45 across the first three quarters of 2026. With net margin...
NYSE:FLG
NYSE:FLGBanks

Flagstar’s 2025 Loss, Credit Improvement, and NYC Push Might Change The Case For Investing In Flagstar Bank (FLG)

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...
NasdaqGS:QS
NasdaqGS:QSAuto Components

QuantumScape (QS) Valuation Check After Eagle Line Commercialization Milestone

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...
NasdaqGS:FLNC
NasdaqGS:FLNCElectrical

Fluence Energy Q1 Loss After Two Profitable Quarters Tests Bullish Profitability Narratives

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...
NYSE:B
NYSE:BMetals and Mining

Barrick Mining Resets Cash Returns With Dividend Surge, New CEO And IPO

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...
NYSE:SLB
NYSE:SLBEnergy Services

Is It Too Late To Consider SLB (SLB) After Its Strong Recent Share Price Run?

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...
NasdaqGS:LSTR
NasdaqGS:LSTRTransportation

Landstar HR Shift Highlights Safety Culture And Claims Risk For Investors

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...
NYSE:KEYS
NYSE:KEYSElectronic

Assessing Keysight Technologies (KEYS) Valuation As Backlog Softens And Competition Pressures Growth

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...
NYSE:RBRK
NYSE:RBRKSoftware

Is It Time To Reconsider Rubrik (RBRK) After The Recent Share Price Slump?

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...
NasdaqGS:CRNC
NasdaqGS:CRNCSoftware

Cerence (CRNC) Returns To TTM Profitability Testing Bullish Turnaround Narratives

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...
NYSE:EQH
NYSE:EQHDiversified Financial

Equitable Holdings Q4 Profit Of US$202 Million Tests Loss-Focused Bear Narratives

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...
NYSE:GNRC
NYSE:GNRCElectrical

The Bull Case For Generac Holdings (GNRC) Could Change Following Margin And Return Compression Concerns

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...
NYSE:ZWS
NYSE:ZWSBuilding

Zurn Elkay Water Solutions (ZWS) Margin Improvement Reinforces Bullish Narratives Despite Rich P E

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...
NYSE:ZTS
NYSE:ZTSPharmaceuticals

Is Zoetis (ZTS) Starting To Look Interesting After A 26% One-Year Share Price Slide

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...
NasdaqGS:FTAI
NasdaqGS:FTAITrade Distributors

FTAI Aviation Taps Engine Expertise For Data Center Power Growth Potential

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...