U.S. Communications Stock News

NasdaqGS:HON
NasdaqGS:HONIndustrials

Honeywell International (HON) Margin Decline Tests Bullish Earnings Growth Narratives

Honeywell International (HON) closed out FY 2025 with fourth quarter revenue of US$9.8b and basic EPS of US$0.49, alongside earnings from discontinued operations of US$17m and net income excluding extra items of US$312m, setting a measured tone for the full year. Over the past six quarters, the company has seen quarterly revenue move between US$9.7b and US$10.4b, while basic EPS ranged from US$0.49 to roughly US$2.87, giving investors a clear view of how earnings power has shifted against a...
NYSE:BC
NYSE:BCLeisure

Brunswick (BC) Q4 Return To Profit Tests Bullish Earnings Recovery Narrative

Brunswick (BC) has just posted its FY 2025 numbers with Q4 revenue of US$1.3b and basic EPS of US$0.28, alongside net income from continuing operations of US$18.6m. The company has seen quarterly revenue move from US$1.15b in Q4 2024 to US$1.33b in Q4 2025, while basic EPS shifted from a loss of US$1.07 per share in Q4 2024 to a profit of US$0.28 in Q4 2025. This sets up a results season where the key question is how durable these margins look against a still loss making trailing twelve month...
NasdaqGS:PLXS
NasdaqGS:PLXSElectronic

Plexus (PLXS) TTM Earnings Surge Of 45.7% Tests Bullish Growth Narratives

Plexus (PLXS) opened fiscal Q1 2026 with revenue of US$1.1b and basic EPS of US$1.54, while trailing twelve month basic EPS stood at US$6.56 on revenue of US$4.1b, setting a clear earnings season backdrop for investors. Over the past year, the company has seen revenue move from US$3.96b to US$4.1b on a trailing basis, with basic EPS rising from US$4.08 to US$6.56, giving investors a fuller view of how the latest quarterly print fits within the recent earnings run and margin profile. See our...
NYSE:GEV
NYSE:GEVElectrical

GE Vernova (GEV) Earnings Surge And 12.8% Margin Test Rich Valuation Narratives

GE Vernova (GEV) closed out FY 2025 with Q4 revenue of US$10.96b and basic EPS of US$13.57, alongside net income excluding extra items of US$3,664m, capping a year in which trailing twelve month EPS reached US$17.96 on revenue of US$38.07b. Over the past six quarters, the company has seen quarterly revenue move from US$8,913m in Q3 2024 to US$10,558m in Q4 2024 and then to US$10,956m in Q4 2025, while basic EPS shifted from a loss of US$0.35 in Q3 2024 to US$1.75 in Q4 2024 and then to...
NYSE:MPT
NYSE:MPTHealth Care REITs

Medical Properties Trust Headquarters Move Adds Context To Cost And Execution Story

Medical Properties Trust (NYSE:MPW) has relocated its corporate headquarters to a new address in Alabama. The move marks an official change in the company’s primary base of operations. Medical Properties Trust focuses on investing in hospital and healthcare facilities, with tenants that operate across a range of medical services. A headquarters relocation can affect how leadership is organized, how teams work together and how resources are allocated across the portfolio. For you as an...
NasdaqCM:POET
NasdaqCM:POETSemiconductor

Assessing POET Technologies (NasdaqCM:POET) Valuation After Its Recent Follow On Offering And Shelf Registration

POET Technologies (NasdaqCM:POET) has drawn fresh attention after completing a US$150.000006 million registered direct follow on equity offering at US$7.25 per share, issuing 20,689,656 new common shares to investors. See our latest analysis for POET Technologies. The follow on offering and shelf registration have arrived during a weaker patch for the stock, with a 7 day share price return of 14.27% decline and a year to date share price return of 16.90% decline. However, the 1 year total...
NYSE:LHX
NYSE:LHXAerospace & Defense

L3Harris Technologies (LHX) Net Margin Steady At 7.3% Reinforces Measured Bullish Narratives

L3Harris Technologies (LHX) closed out FY 2025 with fourth quarter revenue of US$5.6b and basic EPS of US$1.60, alongside net income of US$300m, while trailing twelve month EPS stood at US$8.57 on revenue of US$21.9b and net income of US$1.6b. Over the past six quarters, the company has seen quarterly revenue move from US$5.3b in Q3 2024 to US$5.6b in Q4 2025, with basic EPS ranging between US$1.60 and US$2.47 and net income between US$300m and US$462m, setting a clear earnings profile for...
NYSE:SHW
NYSE:SHWChemicals

Sherwin Williams (SHW) Margin Compression Challenges Premium 34x P E Narrative

Sherwin-Williams (SHW) has wrapped up FY 2025 with fourth quarter revenue of US$5,595.9 million and basic EPS of US$1.94, alongside trailing twelve month revenue of US$23.6 billion and EPS of US$10.37 that frame the full year earnings picture. Over recent periods, revenue has moved from US$5,297.2 million in Q4 2024 to US$5,595.9 million in Q4 2025, while quarterly EPS has been reported at US$1.92 and US$1.94 respectively, giving investors a clear read on how top line and per share profits...
NasdaqGS:FFBC
NasdaqGS:FFBCBanks

First Financial Bancorp (FFBC) Earnings Growth Acceleration Challenges Cautious Narratives

First Financial Bancorp (FFBC) closed out FY 2025 with fourth quarter revenue of US$228.7 million and EPS of US$0.65. Trailing twelve month revenue was US$861.8 million and EPS was US$2.68. Over the past year, the company’s revenue increased from US$756.1 million to US$861.8 million and EPS moved from US$2.42 to US$2.68. This coincided with earnings growth of 11.7% over the last 12 months, compared with a 5-year average of 6.8% per year. Investors may weigh this growth and a 3.47% dividend...
NasdaqCM:SKYT
NasdaqCM:SKYTSemiconductor

IonQ SkyWater Deal Puts Quantum Ambitions And Shareholder Value Under Review

IonQ has entered a definitive agreement to acquire SkyWater Technology (NasdaqCM:SKYT), aiming to build a vertically integrated full stack quantum and semiconductor platform in the United States. The combined company is expected to focus on quantum chip development and manufacturing capabilities for government and commercial customers. Multiple law firms have launched investigations into whether the transaction terms and process are fair to SkyWater shareholders. For you as an investor,...
NasdaqGS:HWBK
NasdaqGS:HWBKBanks

Hawthorn Bancshares (HWBK) Margin Improvement To 29.8% Tests Cautious Earnings Narratives

Hawthorn Bancshares (HWBK) has wrapped up FY 2025 with fourth quarter revenue of US$20.8 million and EPS of US$0.90, set against trailing 12‑month revenue of US$79.9 million and EPS of US$3.44 that came with 30.4% earnings growth over the past year. The company has seen revenue move from US$71.9 million and EPS of US$2.61 on a trailing basis a year ago to the latest US$79.9 million and US$3.44, while quarterly revenue has ranged between US$16.7 million and US$20.8 million through 2025. With...
NYSE:LC
NYSE:LCConsumer Finance

LendingClub (LC) Earnings Surge 164% As Margin Story Tests Bullish Narratives

LendingClub (LC) has wrapped up FY 2025 with fourth quarter revenue of US$354.0 million and basic EPS of US$0.36, set against a trailing twelve month EPS of US$1.18 on revenue of about US$1.33 billion. Over the past year, the company has seen revenue move from US$1.16 billion to roughly US$1.33 billion on a trailing basis, while EPS shifted from US$0.46 to US$1.18, alongside earnings growth of 164.3%. Together with higher reported profit margins compared with the prior year, these results...
NYSE:FFWM
NYSE:FFWMBanks

First Foundation (FFWM) Q4 Loss Persists And Keeps Bearish Profitability Narratives In Focus

First Foundation (FFWM) just posted its FY 2025 fourth quarter numbers with total revenue of US$54.9 million and a basic EPS loss of US$0.10, as the bank continues to work through a period of unprofitable results. Over the past year, the company has seen trailing twelve month revenue of US$170.5 million against a basic EPS loss of US$1.88, which sets a clear backdrop of earnings pressure even as top line activity remains meaningful. With margins still under strain, the latest release puts the...
NYSE:MSI
NYSE:MSICommunications

Is Motorola Solutions (MSI) Fairly Priced After Recent Public Safety Focus And DCF Signal

If you are wondering whether Motorola Solutions at around US$403 per share looks expensive or reasonable, it helps to step back and look at what the current price actually reflects about the business. The stock has returned 1.4% over the last 7 days and 5.0% over the last 30 days, while the year to date return sits at 5.8% and the 1 year return is a 13.8% decline, compared with a 62.9% return over 3 years and 135.1% over 5 years. Recent news coverage around Motorola Solutions has focused on...
NasdaqGS:XRX
NasdaqGS:XRXTech

Xerox Holdings (XRX) Earnings Losses Reinforce Long Running Profit Decline Concerns

Xerox Holdings (XRX) closed out FY 2025 with Q4 revenue of US$2.0 billion and a basic EPS loss of US$0.60, alongside trailing twelve month EPS of US$8.25 in losses on US$7.0 billion of revenue. Over recent quarters, the company has seen revenue move from US$1.5 billion in Q3 2024 to US$2.0 billion in Q4 2025, while quarterly EPS swung between a loss of US$9.72 in Q3 2024 and a loss of US$0.60 in the latest period. This sets up a story in which margin pressure and loss-making results sit at...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Meta Platforms (META) Margin Compression Challenges Bullish Growth Narratives In FY 2025 Results

Meta Platforms FY 2025 earnings snapshot Meta Platforms (META) has wrapped up FY 2025 with fourth quarter revenue of about US$59.9b and basic EPS of US$9.02, alongside net income of roughly US$22.8b. The latest twelve month figures show total revenue of about US$201.0b with basic EPS of US$23.98 and net income of around US$60.5b. The company has seen quarterly revenue move from roughly US$48.4b and EPS of US$8.24 in Q4 2024 to about US$59.9b and EPS of US$9.02 in Q4 2025, with trailing net...
NYSE:LUV
NYSE:LUVAirlines

Southwest Airlines (LUV) Q4 Revenue Strength Tests High P/E Growth Narrative

Southwest Airlines (LUV) has wrapped up FY 2025 with Q4 revenue of US$7.4 billion and basic EPS of US$0.63, alongside net income of US$323 million. This sets the tone for a year where trailing 12 month revenue came in at US$28.1 billion and EPS of US$0.82 on net income of US$441 million. Over recent quarters, revenue has moved from US$6.9 billion in Q4 2024 to US$7.4 billion in Q4 2025, while quarterly EPS has ranged from a loss of US$0.26 in Q1 2025 to US$0.63 in Q4 2025. This gives...
NYSE:BFH
NYSE:BFHConsumer Finance

Bread Financial Holdings (BFH) Margin Improvement Tests Bearish Credit Risk Narratives

Bread Financial Holdings (BFH) just closed out FY 2025 with Q4 revenue of US$602 million and basic EPS of US$1.15, while trailing twelve month EPS came in at US$10.96 on revenue of about US$2.6 billion. Over the last year, revenue has moved from US$2.44 billion to roughly US$2.60 billion on a trailing basis, with net income excluding extra items rising from US$279 million to US$521 million, setting up a cleaner profitability picture. With net profit margin now at 20% and earnings quality...
NasdaqGS:CTSH
NasdaqGS:CTSHIT

Cognizant Expands AI Partnerships As Shares Trade Below Valuation Estimates

Cognizant Technology Solutions (NasdaqGS:CTSH) has expanded its AI and digital transformation push through partnerships with Cognition, the creator of Devin AI, and Typeface. The company has also secured multi year renewals with Kohler Co., Travel + Leisure Co., and Flagstar Bank, reinforcing its role in large scale enterprise technology programs. These moves focus on autonomous AI engineering, AI driven marketing operations, and continued cloud and digital modernization across several...
NasdaqGS:TTEK
NasdaqGS:TTEKCommercial Services

Tetra Tech (TTEK) Margin Improvement Reinforces Bullish Profitability Narratives

Tetra Tech (TTEK) opened fiscal Q1 2026 with revenue of US$1.0b and basic EPS of US$0.40, setting the tone for a quarter where headline figures and profit quality are front of mind for investors. The company has seen quarterly revenue move from US$1.20b in Q1 2025 to US$1.04b in Q1 2026, while basic EPS shifted from roughly flat at US$0.00 in Q1 2025 to US$0.40 in the latest quarter, alongside trailing twelve month EPS of US$1.34 on revenue of US$4.5b. With net income tracking higher on a...
NYSE:FUL
NYSE:FULChemicals

Evaluating H.B. Fuller (FUL) After Recent Share Price Moves And A 15.8% Undervaluation Estimate

Why H.B. Fuller Is On Investors’ Radar Today H.B. Fuller (FUL) has attracted attention after recent share price moves, with the stock last closing at $60.38. For investors, the key question is how this price connects to the company’s fundamentals. See our latest analysis for H.B. Fuller. The recent 1-day share price return of 1.26% comes after a mixed period, with a 90-day share price return of 5.25% contrasting with a 1-year total shareholder return decline of 3.39%. This suggests momentum...
NYSE:MUR
NYSE:MUROil and Gas

Murphy Oil (MUR) One Off US$92 Million Loss Challenges Bullish Earnings Narrative

Murphy Oil (MUR) closed out FY 2025 with Q4 revenue of US$613.1 million and basic EPS of US$0.08, supported by net income excluding extra items of US$11.6 million. Over the last few quarters, the company has seen revenue move between US$663.3 million and US$720.97 million, while quarterly EPS has ranged from a loss of US$0.02 to a profit of US$0.51. The trailing 12 months add up to revenue of US$2.7 billion and EPS of US$0.72. With a trailing net profit margin of 3.9% compared with a prior...
NYSE:MTH
NYSE:MTHConsumer Durables

Meritage Homes (MTH) Margin Compression To 7.7% Challenges Bullish Earnings Narratives

Meritage Homes (MTH) just closed out FY 2025 with fourth quarter revenue of US$1.4b and basic EPS of US$1.21, while trailing twelve month revenue came in at US$5.9b with basic EPS of US$6.40. Over recent quarters the company has seen revenue move from US$1.6b and EPS of US$2.39 in Q4 2024 to US$1.6b and EPS of US$2.06 in Q2 2025, before landing at the latest Q4 2025 levels. With net profit margins easing from 12.3% to 7.7% over the last year, this set of results gives investors plenty to...
NYSE:MO
NYSE:MOTobacco

Altria Group (MO) Margin Compression Challenges Bullish Earnings Narrative

Altria Group (MO) has rounded out FY 2025 with fourth quarter revenue of US$5.8b and basic EPS of US$0.67, setting the stage for a full year where trailing twelve month revenue sits at US$23.3b and EPS at US$4.13. Over the last few quarters, the company has seen quarterly revenue range from US$4.5b to US$5.8b while basic EPS has moved between roughly US$0.64 and US$1.41, giving investors a clear read on how the earnings line tracks against the top line. With a trailing net margin of 29.8%...