U.S. Communications Stock News

NasdaqGS:FTDR
NasdaqGS:FTDRConsumer Services

Curreen Capital Spotlights Frontdoor Cash Use And Valuation Setup

Curreen Capital has highlighted Frontdoor (NasdaqGS:FTDR) as a key holding in its latest investor letter. The firm pointed to Frontdoor's 2025 results and its use of free cash flow for organic growth, debt reduction, share repurchases, and targeted acquisitions. This update provides fresh insight into how Frontdoor is allocating capital across its business and balance sheet. Frontdoor runs a home services platform, which typically includes subscription style offerings for home repair and...
NYSE:PFGC
NYSE:PFGCConsumer Retailing

Performance Food Group (PFGC) Margin Pressure Tests Bullish Growth Narratives In Q2 2026

Performance Food Group (PFGC) has put fresh numbers on the table for Q2 2026, reporting revenue of about US$16.4b and basic EPS of US$0.40 alongside net income of US$61.7m. The company has seen quarterly revenue move from roughly US$15.6b in Q2 2025 to US$16.4b this quarter, with basic EPS over that stretch ranging from US$0.27 to US$0.85 and trailing twelve month EPS at US$2.22. This sets a clear earnings backdrop for today’s release. With trailing net margins still tight, the latest results...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

EZCORP (EZPW) Margin Improvement Reinforces Bullish Earnings Narratives In Q1 2026

EZCORP (EZPW) opened Q1 2026 with revenue of US$382.0 million and basic EPS of US$0.72, setting a clear marker against a trailing twelve month EPS of US$2.08 and total revenue of about US$1.3 billion. Over the past year, the company has seen quarterly revenue move from US$320.2 million in Q1 2025 to US$382.0 million in Q1 2026, while quarterly EPS shifted from US$0.57 to US$0.72, with trailing net income reaching US$122.9 million. Trailing net margins are now at 9.2% compared with 7.2% a year...
NYSE:LUCK
NYSE:LUCKHospitality

Lucky Strike Entertainment (LUCK) Quarterly Loss Challenges Bulls On Path To Profitability Narrative

Lucky Strike Entertainment (LUCK) has just posted its Q2 2026 numbers, reporting revenue of US$306.9 million and a basic EPS loss of US$0.11, alongside a trailing twelve month basic EPS loss of US$0.68 on revenue of about US$1.2 billion. The company’s quarterly revenue has moved from US$260.2 million in Q1 2025 to US$300.1 million in Q2 2025 and US$306.9 million in Q2 2026. Over the same period, EPS has shifted from a profit of US$0.17 in Q2 2025 to a loss of US$0.11 in the latest quarter...
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,...
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: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: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...
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...
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: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:HP
NYSE:HPEnergy Services

Helmerich & Payne (HP) EPS Loss In Q1 2026 Tests Profitability Recovery Narratives

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...
NasdaqGS:SIGI
NasdaqGS:SIGIInsurance

Selective Insurance Group Insider Buying Aligns With Tighter Board Governance

Selective Insurance Group director increased a personal stake in the company through a recent share purchase. The transaction coincides with board approved amendments to the company’s bylaws on director eligibility and leadership responsibilities. The combination of insider buying and governance updates is drawing attention from existing shareholders and potential investors. Selective Insurance Group, traded as NasdaqGS:SIGI, is drawing fresh interest after this insider move at a share...
NYSE:BKH
NYSE:BKHIntegrated Utilities

Black Hills (BKH) Earnings Growth And 12.6% Margin Reinforce Steady Compounder Narrative

Black Hills reported fourth quarter FY 2025 revenue of US$635.5 million with basic EPS of US$1.39, alongside trailing twelve month revenue of US$2.3 billion and EPS of US$3.99 that reflects steady earnings over the past year. The company has seen revenue move from US$2.1 billion and EPS of US$3.70 on a trailing basis in Q3 FY 2024 to US$2.3 billion and EPS of US$3.99 by Q4 FY 2025. This sets up a story where the key question is how much of that earnings power is repeatable. With a trailing...
NasdaqGS:ORLY
NasdaqGS:ORLYSpecialty Retail

O'Reilly Automotive (ORLY) Same Store Sales Growth Reinforces Steady Bullish Narratives

O'Reilly Automotive (ORLY) has wrapped up FY 2025 with fourth quarter revenue of US$4.4b and basic EPS of US$0.72, alongside trailing 12 month revenue of US$17.8b and EPS of US$2.98 that frame the latest print in a broader context. Over recent quarters, the company has seen revenue range from US$4.1b to US$4.7b and quarterly EPS move between US$0.63 and US$0.86, giving investors a clear view of how sales and earnings have tracked through the year. With net income, EPS and margins all firmly...
NYSE:VLTO
NYSE:VLTOCommercial Services

Veralto (VLTO) Margin Improvement To 17.1% Reinforces Quality Earnings Narratives

Veralto (VLTO) has wrapped up FY 2025 with fourth quarter revenue of US$1,396 million and basic EPS of US$1.02, capping a year in which trailing twelve month revenue reached US$5.5 billion and EPS came in at US$3.79, alongside reported earnings growth of 12.8% over the past year. Over the last six reported quarters, the company has seen revenue move from US$1,314 million in Q3 2024 to US$1,396 million in Q4 2025. Quarterly EPS ranged between US$0.89 and US$1.02 across that period, giving...
NYSE:LUMN
NYSE:LUMNTelecom

Lumen Technologies (LUMN) Near Breakeven Q4 EPS Challenges Prolonged Loss Narratives

Lumen Technologies (LUMN) FY 2025 earnings snapshot Lumen Technologies (LUMN) closed FY 2025 with fourth quarter revenue of US$3.0 billion and basic EPS of roughly US$0.00, as net income excluding extra items landed at a loss of US$2 million. The company has seen quarterly revenue move from US$3.3 billion and basic EPS of US$0.09 in Q4 2024 to US$3.0 billion and a near breakeven basic EPS in Q4 2025, alongside a trailing twelve month loss of US$1.7 billion on basic EPS of US$1.75. With...
NYSE:USPH
NYSE:USPHHealthcare

Assessing U.S. Physical Therapy’s Valuation After Recent Share Price Momentum

Why U.S. Physical Therapy Is Drawing Fresh Attention U.S. Physical Therapy (USPH) is back on investor radars after a recent share price move, with the stock up around 3% over the past month and roughly 14% in the past 3 months. See our latest analysis for U.S. Physical Therapy. That recent 3 month share price return of 13.81% sits against a one year total shareholder return decline of 1.89% and a 5 year total shareholder return decline of 33.30%, which suggests near term momentum has picked...
NasdaqCM:PLYX
NasdaqCM:PLYXPharmaceuticals

Polaryx Therapeutics (PLYX) Valuation Check After Sharp Single Day Share Price Decline

Polaryx Therapeutics (PLYX) has drawn investor attention after a sharp 28.9% single day share price decline, with the stock closing at US$16. This move comes against a year to date return of negative 54.3%. See our latest analysis for Polaryx Therapeutics. The sharp 28.9% single day share price return decline and the year to date share price return of 54.3% point to fading momentum, suggesting that recent moves reflect shifting risk perception more than steady longer term sentiment. If...
NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

Is It Time To Reassess Waystar Holding (WAY) After The Recent Share Price Slide?

If you are trying to figure out whether Waystar Holding stock now offers value, it helps to step back from the recent share price swings and look at what the current market price might be implying. Over the recent period, the shares closed at US$23.99, with returns of a 13.1% decline over 7 days, a 24.5% decline over 30 days, a 23.5% decline year to date, and a 42.8% decline over 1 year, which may prompt questions about how risk and potential reward are being priced in. These moves sit...
NasdaqGS:WFRD
NasdaqGS:WFRDEnergy Services

Weatherford International (WFRD) Margin Slippage To 8.8% Tests Bullish Earnings Narratives

Weatherford International’s FY 2025 Earnings Snapshot Weatherford International (WFRD) closed out FY 2025 with Q4 revenue of US$1.3b and basic EPS of US$1.92, backed by net income of US$138m. The company has seen quarterly revenue range from US$1,193m to US$1,341m across the last six reported periods, while basic EPS has moved between US$1.04 and US$2.14 over the same stretch. This provides a clear view of how the top and bottom lines have tracked through the cycle. With a trailing twelve...