U.S. Communications Stock News

NYSE:SCI
NYSE:SCIConsumer Services

SCI (SCI) Q1 EPS Of US$0.98 Tests Bullish Earnings Growth Narrative

Service Corporation International (SCI) opened 2026 with Q1 revenue of US$1.1 billion and basic EPS of US$0.98. This sets the tone for how the business is translating its network and pricing into earnings at the current US$81.03 share price. Over recent quarters the company has reported revenue between US$1.06 billion and US$1.11 billion, while quarterly EPS has ranged from about US$0.84 to US$1.14, giving investors a consistent read on how volume, pricing, and mix are feeding through to the...
NasdaqGS:CHRW
NasdaqGS:CHRWLogistics

C.H. Robinson (CHRW) Margin Improvement Reinforces Bullish Automation Narratives Ahead Of Q1 2026

C.H. Robinson Worldwide (CHRW) has put fresh numbers on the board for Q1 2026, with recent quarterly revenue sitting between US$3.9 billion and US$4.1 billion over 2025 and basic EPS ranging from about US$1.12 to US$1.36, alongside a 26.1% earnings lift over the past year. Over the last six reported quarters, revenue has moved from US$4,644.6 million in Q3 2024 to US$3,912.6 million in Q4 2025, while basic EPS has shifted from US$0.81 to US$1.14, setting the backdrop for that trailing 12...
NYSE:TWI
NYSE:TWIMachinery

Titan International (TWI) Deepening EPS Losses Challenge Bullish Margin Recovery Narratives

Titan International (TWI) has kicked off the Q1 2026 reporting cycle with a recent stretch of results that show revenue between US$383.6 million and US$490.7 million per quarter and basic EPS moving from a profit of US$0.02 in Q4 2024 to a loss of US$0.88 in Q4 2025. Over the past six reported quarters, the company has seen revenue range from US$383.6 million to US$490.7 million, while basic EPS shifted from US$0.02 to losses of up to US$0.88. This sets a clear backdrop for how margins have...
NasdaqCM:JMSB
NasdaqCM:JMSBBanks

John Marshall Bancorp (JMSB) Net Margin Strength Challenges Cautious Earnings Narratives

John Marshall Bancorp (JMSB) opened 2026 with Q1 total revenue of US$16.8 million and basic EPS of US$0.43, while trailing 12 month figures show revenue of US$63.3 million and EPS of US$1.58 backed by net income of US$22.4 million. Over recent quarters the company has seen total revenue move from US$14.4 million in Q1 2025 to US$15.7 million in Q4 2025 and EPS shift from US$0.34 to US$0.42. This feeds into trailing 12 month net income rising from US$17.1 million a year ago to US$22.4 million...
NYSE:TDAY
NYSE:TDAYMedia

USA Today (TDAY) Margins Stay Razor Thin As Profitability Narrative Faces New Test

USA TODAY (TDAY) opened Q1 2026 reporting Q4 2025 revenue of US$585.0 million and a basic EPS loss of US$0.21, with net income excluding extra items at a loss of US$30.1 million. The trailing twelve months to Q4 2025 showed total revenue of about US$2.3 billion and basic EPS of US$0.01. Over recent quarters the company has reported revenue between US$560.8 million and US$621.3 million, with EPS ranging from a profit of US$0.54 in Q2 2025 to several loss-making quarters. Investors are likely...
NasdaqGS:CVBF
NasdaqGS:CVBFBanks

Assessing CVB Financial (CVBF) Valuation After Recent Steady Share Price Performance

What recent performance says about CVB Financial (CVBF) CVB Financial (CVBF) has quietly put together steady returns, with the share price up about 0.6% over the past day, 0.8% over the past week, and 5.1% over the past month. Over the past 3 months, the stock has returned roughly 3.3%, contributing to a year to date gain of 9.1% and a 1 year total return of 13.2%, based on recent pricing around $20.37. See our latest analysis for CVB Financial. The recent 5.1% 1 month share price return...
NYSE:WH
NYSE:WHHospitality

Wyndham Hotels & Resorts (WH) Margin Compression Tests Bullish Growth Narratives Heading Into Q1 2026

Wyndham Hotels & Resorts (WH) opened Q1 2026 earnings season coming off a mixed Q4 2025, with revenue of $334 million, basic EPS of $0.79 loss and net income excluding extra items of $60 million loss. Over the past year, quarterly revenue has moved between $316 million and $397 million while basic EPS has ranged from $0.78 to $1.37 profit and trailing twelve month EPS was $4.25 on revenue of about $1.4 billion a year earlier, giving investors a clear view of how the top line and per share...
NYSE:PHIN
NYSE:PHINAuto Components

PHINIA (PHIN) Margins Improve To 3.7% TTM Challenging Skeptical Profitability Narratives

PHINIA (PHIN) has opened Q1 2026 earnings season with recent quarterly revenue running between US$796 million and US$908 million in 2025 and Basic EPS ranging from US$0.34 to US$1.16, backed by trailing twelve month EPS of about US$3.31 on roughly US$3.5 billion of revenue. Over the past year, the company has seen revenue move from US$833 million in Q4 2024 to US$889 million in Q4 2025, while trailing net profit margin has shifted alongside a one year earnings change of 64.6%. With earnings...
NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

Waystar Holding (WAY) Margin Expansion Tests Bullish Earnings Narratives In Q1 2026

Waystar Holding (WAY) has kicked off 2026 with Q1 revenue of US$313.9 million and basic EPS of US$0.23, supported by trailing twelve month revenue of about US$1.2 billion and EPS of US$0.69 alongside very large year over year earnings growth. The company has seen quarterly revenue progress from US$256.4 million in Q1 2025 to US$313.9 million in Q1 2026, while basic EPS over the same quarters moved from US$0.17 to US$0.23. This sets up a results season in which higher profitability and a...
NasdaqGS:TTMI
NasdaqGS:TTMIElectronic

TTM Technologies (TTMI) Net Margin Rebound Tests Premium 84x P/E Narrative

TTM Technologies (TTMI) opened 2026 with Q1 revenue of US$846.0 million and basic EPS of US$0.48, alongside trailing 12 month EPS of US$1.89 on US$3.1 billion of revenue. This gives investors a clear view of both the latest quarter and the broader run rate. Over the past year, the company’s quarterly revenue moved from US$648.7 million in Q1 2025 to US$846.0 million in Q1 2026. Basic EPS over the same quarters shifted from US$0.32 to US$0.48, while trailing 12 month net income climbed from...
NasdaqGS:OTLY
NasdaqGS:OTLYFood

Oatly Group (OTLY) Losses Persist In Q1 2026 Challenging Profitability Turnaround Narrative

Oatly Group (OTLY) opened 2026 with Q1 results that keep the spotlight on revenue scale and persistent losses, following 2025 figures that showed Q4 revenue of US$233.8 million alongside basic EPS of a US$0.61 loss and net income of a US$19.1 million loss. Over recent quarters, the company reported revenue of US$214.3 million in Q4 2024, US$197.5 million in Q1 2025, and US$233.8 million in Q4 2025, while basic EPS moved from a US$3.05 loss in Q4 2024 to a US$0.41 loss in Q1 2025 and a US$0.61...
NasdaqGS:GTX
NasdaqGS:GTXAuto Components

Garrett Motion (GTX) Earnings Growth Outruns Revenue And Tests Leverage Concerns

Garrett Motion (GTX) has put fresh numbers on the table for Q1 2026, coming off a recent quarter where it generated US$891 million in revenue, Basic EPS of US$0.44, and trailing 12 month EPS of about US$1.55 on US$3.6 billion of revenue. Over the past few quarters, revenue has moved from US$844 million in Q4 2024 to US$913 million in Q2 2025 and then US$891 million in Q4 2025. Quarterly Basic EPS has ranged between US$0.24 and US$0.47 as the business translated those sales into earnings. With...
NYSE:BHE
NYSE:BHEElectronic

Benchmark Electronics (BHE) Margin Compression Challenges Bullish High P/E Narrative In Q1 2026

Benchmark Electronics (BHE) opened 2026 with Q1 revenue of US$677.3 million and basic EPS of US$0.36, alongside net income excluding extra items of US$13.0 million, setting a clear marker for how the year is starting. The company has seen quarterly revenue move from US$631.8 million in Q1 2025 to US$677.3 million in Q1 2026, while basic EPS has shifted from US$0.10 to US$0.36 over the same period, giving investors a clean read on how the top and bottom lines are tracking year over year. With...
NasdaqGS:CECO
NasdaqGS:CECOMachinery

Is It Too Late To Consider Buying CECO Environmental (CECO) After 200% One Year Surge?

Wondering whether CECO Environmental at around US$74 a share still offers value, or if most of the opportunity has already played out? This article walks through the key numbers so you can judge that for yourself. The stock has seen sharp recent moves, with returns of 14.4% over 7 days, 24.4% over 30 days, 24.0% year to date, and a very large gain over 1 year of 203.7% and over 3 years of more than 7x. This naturally raises questions about what is already priced in. Recent coverage of CECO...
NYSE:IRM
NYSE:IRMSpecialized REITs

Iron Mountain (IRM) FFO Stability Versus EPS Volatility Tests Bullish Cash Flow Narrative

Iron Mountain (IRM) has kicked off its latest reporting cycle with Q1 2026 framed against a year where trailing twelve month revenue reached about US$6.9b and basic EPS came in at US$0.49, giving investors a clear view of how headline results are feeding through to the bottom line. Over recent quarters the company has seen revenue move from US$1,581.3m in Q4 2024 to US$1,843.2m in Q4 2025, while quarterly basic EPS has ranged from US$0.35 to US$0.30 across the same period. This sets the...
NYSE:MA
NYSE:MADiversified Financial

Mastercard (MA) Q4 EPS Strength Reinforces Bullish Narratives Despite Premium P/E Concerns

Mastercard (MA) kicked off Q1 2026 with Q4 2025 revenue of US$8.8b and basic EPS of US$4.53, following trailing 12 month EPS growth of 16.3% and five year average earnings growth of 14.2% per year. Over recent quarters the company has seen total revenue move from US$7.4b in Q3 2024 to US$8.1b in Q2 2025 and US$8.8b in Q4 2025. Basic EPS tracked from US$3.54 to US$4.08 and then US$4.53, giving investors a clear view of consistent profit expansion into the latest print, supported by a net...
NYSE:JLL
NYSE:JLLReal Estate

JLL (JLL) Earnings Growth Of 44.9% Tests Long‑Term Profitability Concerns

Jones Lang LaSalle (JLL) has just posted its latest results with recent quarters showing revenue stepping from about US$5.7b in Q1 2025 to US$7.6b in Q4 2025, while basic EPS moved from US$1.17 to US$8.53 over the same stretch, against a trailing 12 month EPS figure of US$16.73. The company has seen total revenue advance from US$23.4b in Q4 2024 to US$26.1b in Q4 2025, with trailing 12 month net income of US$792.1m compared with US$546.8m a year earlier. These figures set up Q1 2026 as an...
NasdaqGS:DGIC.A
NasdaqGS:DGIC.AInsurance

Combined Ratio Discipline At Donegal Group (DGIC.A) Reinforces Bullish Underwriting Narratives

Donegal Group (DGICA) has just opened its Q1 2026 reporting season with trailing 12 month revenue of US$978.0 million and basic EPS of US$2.18, alongside net income of US$79.3 million anchored in its recent quarterly run rate. Over recent quarters the company has seen revenue move from US$249.9 million in Q4 2024 to US$245.2 million in Q1 2025 and then US$240.1 million by Q4 2025, with quarterly EPS ranging between roughly US$0.47 and US$0.71. This sets up an earnings print where margins and...
NasdaqGS:PHAT
NasdaqGS:PHATPharmaceuticals

Phathom Pharmaceuticals (PHAT) Loss Compression Challenges Bearish Narratives After Q1 2026 Results

Q1 2026 earnings snapshot and recent momentum Phathom Pharmaceuticals (PHAT) has just reported its Q1 2026 numbers, with the most recent quarterly reference period showing total revenue of US$57.6 million and a basic EPS loss of US$0.29, alongside net income excluding extra items at a loss of US$21.1 million. Over the past year of reported quarters, revenue has moved from US$29.7 million in Q4 2024 through to US$28.5 million, US$39.5 million, US$49.5 million and then US$57.6 million, while...
NasdaqGS:DLO
NasdaqGS:DLODiversified Financial

How DLocal’s (DLO) Class Action Dismissal Win Has Changed Its Investment Story

DLocal Limited recently reported that the New York Appellate Division unanimously upheld the prior dismissal of a putative securities class action, confirming that claims of misleading disclosures about its take rate trends lacked merit. The court’s reasoning, which highlighted the plaintiffs’ failure to show any undisclosed material trend against a backdrop of consistent TPV, revenue, and gross profit growth, helps clarify the legal risk profile around DLocal’s earlier disclosures. With the...
NYSE:ICE
NYSE:ICECapital Markets

ICE (ICE) Margin Expansion Outpaces Earnings Narratives In Latest Results

Intercontinental Exchange (ICE) has just posted another set of detailed numbers, with Q4 2025 revenue at US$2.5 billion, basic EPS of US$1.49 and net income excluding extra items of US$851 million, set against trailing twelve month revenue of US$9.9 billion and basic EPS of US$5.80. The company has seen revenue move from US$2.3 billion and EPS of US$1.22 in Q4 2024 to US$2.5 billion and EPS of US$1.49 in Q4 2025, while trailing twelve month net income excluding extra items shifted from...
NasdaqGS:ACHC
NasdaqGS:ACHCHealthcare

Acadia Healthcare (ACHC) Returns To Q1 Profit Challenging Deep-Loss Bear Narratives

Acadia Healthcare Company (ACHC) opened 2026 with Q1 revenue of US$828.8 million and basic EPS of US$0.05, setting the tone for how its earnings story is evolving after a volatile 2025. The company has seen quarterly revenue move from US$770.5 million in Q1 2025 to US$828.8 million in Q1 2026, while basic EPS shifted from US$0.09 to US$0.05 over the same period, against a backdrop of trailing 12 month revenue of US$3.4 billion and a loss of US$1.1 billion. For investors, the latest print...
NYSE:PWR
NYSE:PWRConstruction

Quanta Services (PWR) Margin Pressure Tests Bullish Growth Narrative Ahead Of Q1 2026 Earnings

Quanta Services (PWR) has put fresh numbers on the board for Q1 2026, coming off a Q4 2025 performance that featured US$7.8b in revenue and basic EPS of US$2.11 on net income of US$315.5m. Over the past six reported quarters, revenue has moved from US$6.5b in Q4 2024 to US$7.8b in Q4 2025. Quarterly basic EPS ranged from US$0.97 in Q1 2025 to US$2.28 in Q3 2025, giving you a clear line of sight on how sales and EPS have tracked together. Margins are in focus this season, and investors will be...
NYSE:DTE
NYSE:DTEIntegrated Utilities

A Look At DTE Energy (DTE) Valuation As Investors Reassess Recent Share Price Momentum

Why DTE Energy (DTE) Is On Investors' Radar Today DTE Energy (DTE) is drawing fresh attention after recent price moves, with the stock last closing at $151.69. That puts current performance front and center as investors reassess this large Michigan-based utility. See our latest analysis for DTE Energy. That 3.17% 1 day share price return sits on top of steady gains, with a 16.36% year to date share price return and a 49.26% 3 year total shareholder return pointing to sustained positive...