U.S. Communications Stock News

NasdaqGS:IAC
NasdaqGS:IACInteractive Media and Services

IAC (IAC) Earnings Loss Persists In Q4 2025 Challenging Profitability Turnaround Narrative

IAC (IAC) just printed its FY 2025 numbers with Q4 revenue of US$646 million and a basic EPS loss of US$0.99, while trailing twelve month revenue sat at about US$2.4 billion and EPS at a loss of US$1.49. Over recent quarters, the company has seen revenue move from US$642 million in Q3 2024 to US$570 million in Q1 2025, then up to US$646 million in Q4 2025, with EPS swinging from a loss of US$2.39 in Q4 2024 to a loss of US$0.99 in the latest quarter. For investors, the headline takeaway is...
NasdaqGM:RSVR
NasdaqGM:RSVREntertainment

Reservoir Media (RSVR) Margin Compression To 3.9% Reinforces Bearish Earnings Narratives

Reservoir Media (RSVR) opened its Q3 2026 scorecard with revenue of about US$45.6 million and basic EPS of roughly US$0.03. Trailing twelve month figures show revenue of around US$169.6 million and EPS near US$0.10 against a revenue growth rate of about 4.6% and a trailing net margin of 3.9%. Over recent quarters the company has reported revenue moving from roughly US$40.7 million in Q2 2025 to US$45.6 million in Q3 2026. Quarterly basic EPS has ranged between a small loss of about US$0.01...
NasdaqGS:SLM
NasdaqGS:SLMConsumer Finance

SLM Lawsuits Put Loan Delinquencies And Valuation Discount In Focus

Multiple investor rights law firms have filed securities fraud class action lawsuits against SLM Corporation (NasdaqGS:SLM). The suits allege SLM made false or misleading statements about early stage loan delinquencies and the effectiveness of its loss mitigation programs. These cases focus on whether investors were adequately informed about credit quality trends and related risk management. SLM shares most recently closed at $27.85, with the stock up 5.6% over the past week and 94.5% over...
NYSE:HLIO
NYSE:HLIOMachinery

Helios CODESYS OpenView Update Meets Fair Value And Momentum Story

Helios Technologies expanded its OpenView™ display platform with integrated CODESYS® functionality. The update gives industrial customers new interoperability options and remote monitoring capabilities for their equipment. The move targets OEMs and system integrators that already use CODESYS® in their control architectures. For investors watching NYSE:HLIO, this product update sits alongside a share price of $70.73 and recent momentum, with the stock up 10.4% over the past week, 25.7% over...
NYSE:ZTO
NYSE:ZTOLogistics

ZTO Express Weighs $1.5b Convertible Bonds Against Share Repurchases

ZTO Express (Cayman) Inc. (NYSE:ZTO) completed a US$1.5 billion convertible bond offering. The company paired this with a substantial share repurchase through privately negotiated transactions. The combined actions reflect a significant capital structure and capital return move beyond regular earnings updates. ZTO Express, a major player in China’s parcel delivery market, operates at the intersection of e commerce activity and logistics demand. For investors, the new convertible bond and...
NYSE:NGL
NYSE:NGLOil and Gas

NGL Energy Partners (NGL) Profitability Flip Challenges Bearish Narratives Despite Revenue Compression

NGL Energy Partners (NGL) has reported Q3 2026 revenue of US$263.7 million and basic EPS of US$0.38, with net income from continuing operations of US$47.2 million. The partnership has seen quarterly revenue move from US$1.55 billion in Q3 2025 to US$971.1 million in Q4 2025, US$622.2 million in Q1 2026, US$674.7 million in Q2 2026, and US$263.7 million in the latest quarter. Basic EPS has moved from a loss of US$0.18 in Q2 2025 to a profit of US$0.38 in Q3 2026, while trailing twelve month...
NasdaqCM:EGAN
NasdaqCM:EGANSoftware

eGain (EGAN) Q2 EPS Of US$0.09 Questions Trailing High Margin Narrative

eGain (EGAN) has just posted Q2 2026 numbers with revenue of US$23.0 million and basic EPS of US$0.09, setting the stage against a trailing twelve month picture that includes EPS of US$1.32 on revenue of US$90.7 million. The company has seen quarterly revenue move from US$22.4 million in Q2 2025 to US$23.0 million in Q2 2026, while basic EPS shifted from US$0.02 to US$0.09 over the same period. This gives investors a clear read on how the top and bottom lines now feed into a much higher...
NYSE:COR
NYSE:CORHealthcare

Cencora (COR) Margin Stays Near 0.5% As High P/E Tests Bullish Growth Narratives

Cencora (COR) opened fiscal Q1 2026 with revenue of about US$85.9 billion and basic EPS of US$2.88, setting the tone for its latest earnings update. The company has seen revenue move from roughly US$79.1 billion in Q4 2024 to US$85.9 billion in Q1 2026, while trailing twelve month EPS has ranged between US$7.60 and US$9.76 over that period, giving investors a clearer view of both top line scale and earnings power. With a reported net margin sitting around 0.5% over the last year and a current...
NYSE:TGNA
NYSE:TGNAMedia

A Look At TEGNA (TGNA) Valuation As Shares Trade Below Estimated Fair Value

With no fresh headline catalyst driving TEGNA (TGNA) this week, investors are largely reacting to its recent share performance and fundamentals, including a last close of US$18.92 and annual revenue of US$2.88b. See our latest analysis for TEGNA. Recent trading reflects this mixed picture, with a small 1-day share price return of 0.58% and a 90-day share price return decline of 4.64% sitting alongside a 1-year total shareholder return of 6.02%. This suggests momentum has softened even as long...
NasdaqGS:AVNW
NasdaqGS:AVNWCommunications

Aviat Networks (AVNW) EPS Rebound To US$0.44 Tests Profitability Turnaround Narrative

Aviat Networks (AVNW) has put up a clean Q2 2026 print, with revenue at US$111.5 million and basic EPS of US$0.44, underpinned by net income of US$5.7 million. The company has seen revenue move from US$118.2 million and EPS of US$0.35 in Q2 2025 to US$111.5 million and EPS of US$0.44 in Q2 2026, against a trailing twelve month EPS of US$1.15 on US$446.8 million of revenue. This gives a sense of the earnings base underpinning the latest quarter. For investors, a key focus now is how...
NYSE:SLGN
NYSE:SLGNPackaging

Silgan Holdings (SLGN) Margin Slippage To 4.4% Tests Bullish Earnings Narratives

Silgan Holdings (SLGN) capped FY 2025 with Q4 revenue of US$1.47b and basic EPS of US$0.17, alongside trailing twelve month revenue of US$6.48b and EPS of US$2.71 that frame the year’s overall earnings power. Over the past few quarters, the company has seen revenue range from US$1.47b to US$2.01b and quarterly EPS move between US$0.17 and US$1.06, giving investors a clear read on how margins have shifted across the year. See our full analysis for Silgan Holdings. With the headline numbers on...
NYSE:ADM
NYSE:ADMFood

ADM EPS Compression And 1.3% Margin Keep Bearish Narratives In Focus

Archer-Daniels-Midland (ADM) has wrapped up FY 2025 with fourth quarter revenue of US$18.6b, net income of US$456m and EPS of US$0.94, setting the tone for how investors read the year’s compressed profitability. The company has seen quarterly revenue move from US$21.5b and EPS of US$1.17 in Q4 2024 to US$18.6b and EPS of US$0.94 in Q4 2025. Trailing twelve month revenue sits at US$80.3b with EPS of US$2.23, which keeps the focus firmly on how much earnings are being squeezed by thin...
NasdaqCM:APPS
NasdaqCM:APPSSoftware

Digital Turbine Q3 Profit Challenges Ongoing Loss Narrative For APPS Investors

Digital Turbine (APPS) has just posted Q3 2026 results with revenue of US$151.4 million and Basic EPS of US$0.04, alongside net income of US$5.1 million, putting fresh numbers on a business that is still loss making over the trailing twelve months. The company has seen revenue move from US$118.7 million in Q2 2025 to US$151.4 million in Q3 2026, while quarterly Basic EPS has ranged from losses of around US$0.24 to a small profit of US$0.04, which keeps the focus firmly on how much of that top...
NYSE:MPC
NYSE:MPCOil and Gas

Marathon Petroleum (MPC) Margins Reach 3% TTM Challenging Bearish Profitability Narratives

Marathon Petroleum (MPC) closed out FY 2025 with fourth quarter revenue of US$33.0 billion and basic EPS of US$5.13, alongside net income of US$1,535 million. Its trailing twelve month EPS stood at US$13.27 on revenue of US$133.4 billion and net income of US$4,047 million, underpinned by a 3% net profit margin over the period. The company has seen quarterly revenue range between US$31.6 billion and US$35.2 billion over the last six reported quarters, with basic EPS moving from a loss of...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

Silicon Labs (SLAB) Losses Narrow Sharply In Q4 Challenging Bearish IoT Profitability Narratives

Silicon Laboratories (SLAB) just wrapped up FY 2025 with fourth quarter revenue of US$208.2 million and a basic EPS loss of US$0.08, as net income excluding extra items came in at a loss of US$2.7 million. The company has seen quarterly revenue move from US$166.2 million and a basic EPS loss of US$0.73 in Q4 2024 to US$208.2 million and a US$0.08 loss per share in Q4 2025, while trailing twelve month figures show US$784.8 million of revenue and a basic EPS loss of US$1.98. For investors, the...
NYSE:BDN
NYSE:BDNOffice REITs

Brandywine Realty Trust FFO Stays Positive In Q4 Challenging Bearish Cash Flow Narratives

Brandywine Realty Trust (BDN) just wrapped up FY 2025 with Q4 revenue of US$106.8 million and a basic EPS loss of US$0.21, while funds from operations came in at US$14.6 million. This puts the focus squarely on how efficiently cash flows are being generated from its office portfolio. The company has reported quarterly revenue between US$77.4 million in Q4 2024 and US$111.2 million in Q1 2025, alongside EPS losses that ranged from US$0.15 to US$0.96 over the disclosed periods. This gives...
NasdaqGS:CYBR
NasdaqGS:CYBRSoftware

CyberArk Software (CYBR) Revenue Growth Outpaces Market Yet Losses Challenge Bullish Narratives

CyberArk Software (CYBR) has wrapped up FY 2025 with fourth quarter revenue of US$372.7 million and a basic EPS loss of US$0.34, setting the tone for a year where growth in the top line sat alongside continued pressure on earnings. Over the past few quarters, revenue has moved from US$317.6 million in Q1 2025 to US$372.7 million in Q4, while basic EPS has swung from a profit of US$0.23 in Q1 to losses of US$1.81 in Q2, US$1.00 in Q3 and US$0.34 in Q4. This highlights how revenue expansion has...
NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

Intuitive Surgical (ISRG) Earnings Growth And 28% Margin Reinforce Bullish Narratives Despite Rich P/E

Intuitive Surgical (ISRG) has wrapped up FY 2025 with fourth quarter revenue of US$2.9b and basic EPS of US$2.24, capping a year in which trailing twelve month revenue reached US$10.1b and basic EPS came in at US$8.00. The company has seen quarterly revenue move from US$2.4b in Q4 2024 to US$2.9b in Q4 2025, while basic EPS over the same quarters went from US$1.92 to US$2.24, with trailing twelve month net income at US$2.9b providing a clear read on earnings power. With a trailing net margin...
NYSE:EVR
NYSE:EVRCapital Markets

Evercore (EVR) Margin Expansion To 15.4% Revives Debate On Earnings Rebound

Evercore (EVR) has wrapped up FY 2025 with fourth quarter revenue of US$1.3b and basic EPS of US$5.27, alongside trailing twelve month revenue of US$3.9b and EPS of US$15.29 that reflect a 56.5% earnings rise over the last year and a move in net profit margin from 12.7% to 15.4%. The firm has seen quarterly revenue step from US$734.9m in Q3 2024 to US$975.3m in Q4 2024 and then to US$1.3b in Q4 2025, while basic EPS has moved from US$2.05 to US$3.67 to US$5.27 over the same stretch. This sets...
NYSE:ITT
NYSE:ITTMachinery

Is It Too Late To Consider ITT (ITT) After Strong Multi Year Share Price Gains

Wondering if ITT is still fairly priced after its run, or if there is value left on the table? This article walks through the key signals you can use to judge that for yourself. ITT shares last closed at US$185.15, with returns of 2.4% over 7 days, 3.2% over 30 days, 6.3% year to date, 24.9% over 1 year and 153.0% over 5 years. This naturally raises questions about how much of that performance is already reflected in the current price. Recent news coverage has highlighted ITT in the context...
NasdaqGS:HWC
NasdaqGS:HWCBanks

Does Hancock Whitney (HWC) Boosting Its Dividend Reveal a Deeper Capital Allocation Shift?

Hancock Whitney Corporation recently announced that its board approved an 11.1% increase in the regular first-quarter 2026 common stock cash dividend to US$0.50 per share, payable on March 16, 2026 to shareholders of record on March 5, 2026. This dividend hike highlights the bank’s willingness to return more cash to investors, often interpreted as a sign of confidence in its financial position and earnings durability. We’ll now examine how this higher quarterly dividend shapes Hancock...
NYSE:RNR
NYSE:RNRInsurance

RenaissanceRe Holdings (RNR) Combined Ratio At 71.4% Challenges Volatility Focused Bear Narratives

RenaissanceRe Holdings (RNR) just wrapped up FY 2025 with fourth quarter revenue of US$3.0b, basic EPS of US$16.82 and net income of US$739.0m, alongside a combined ratio of 71.4%. This gives investors a fresh read on both growth and underwriting performance. The company reported quarterly revenue of US$2.3b in Q4 2024 and US$3.0b in Q4 2025, while basic EPS moved from a loss of US$3.89 to a profit of US$16.82 over the same period. This set the stage for a year in which trailing twelve month...
NasdaqGS:MATW
NasdaqGS:MATWConsumer Services

Matthews International (MATW) Returns To Quarterly Profit Challenging Bearish Earnings Narratives

Matthews International (MATW) opened Q1 2026 with revenue of US$284.8 million and basic EPS of US$1.39, setting a very different tone from the loss making quarters that featured in recent history. Over the last year, the company has seen quarterly revenue move from US$401.8 million in Q1 2025 to a peak of US$446.7 million in Q4 2024 before landing at US$284.8 million this quarter. EPS has swung from a loss of US$0.11 in Q1 2025 and a loss of US$2.21 in Q4 2024 to a profit of US$1.39 in the...
NYSE:YUMC
NYSE:YUMCHospitality

Yum China Holdings YUMC Net Margin Slippage Tests Everyday Consumption Bullish Narrative

Yum China FY 2025 Earnings Snapshot Yum China Holdings (YUMC) closed FY 2025 with fourth quarter revenue of US$2.8 billion and basic EPS of US$0.39, alongside net income of US$140 million, while on a trailing twelve month basis the company generated US$11.8 billion of revenue and EPS of US$2.52. Over the past year, revenue has moved from US$2.6 billion in Q4 2024 to US$2.8 billion in Q4 2025, with basic EPS changing from US$0.30 to US$0.39 across those periods, and trailing twelve month net...