U.S. Communications Stock News

Lazard (LAZ) delivered a standout earnings performance, with EPS soaring 99.5% year over year and net profit margins climbing to 9.9% from 5.5% last year. Investors eyeing future growth may find reason for optimism, as earnings are forecast to rise 32.3% annually and revenue is projected to grow 12.8% per year. Both of these figures are expected to outpace the broader US market. With the shares trading below fair value and valuation metrics undercutting industry averages, the balance of...

World Acceptance (WRLD) posted net profit margins of 14.3%, edging out last year's 13.8%, while annual earnings grew 4.4% and have averaged 5% growth per year over the last five years. Looking forward, analysts see earnings rising 15.98% per year, which slightly outpaces the projected 15.5% annual growth rate for the US market. However, revenue growth is expected to lag at 6.1% per year compared to the broader market’s 10% rate. With margins holding strong and a solid track record of profit...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

American Airlines Group (AAL) has returned to profitability, growing earnings at an impressive 73.9% annual rate over the past five years. Looking ahead, analysts forecast earnings will continue to surge at about 40.7% per year, well ahead of the broader US market's growth rate. Revenue, however, is expected to rise by a more modest 4.7% annually compared to the US market's 10%. The latest twelve-month results include a significant one-off loss of $689 million. This makes the path to...

USANA Health Sciences (USNA) is expected to deliver standout annual earnings growth of 80.5% per year, a rapid rebound compared to the US market average of 15.5% per year. Despite this bullish outlook, revenue is projected to expand just 1.6% per year, trailing the broader market’s 10% trend, and the company currently operates at a net profit margin of 1.9%, down significantly from 6.3% a year ago, after five years of annual earnings declines averaging 28.6%. These headline figures highlight...

Southwest Airlines (LUV) has returned to profitability with an impressive annual earnings growth rate of 52.9% over the past five years. Looking ahead, the company is projected to deliver annual earnings growth of 40.3%, which is more than double the broader US market's expected 15.5% pace. While revenue growth is forecast at 6.1% per year, Southwest's margin improvements and shift to high-quality earnings have clearly strengthened its fundamentals, even as investors scrutinize valuation and...

UniFirst (UNF) reported a current net profit margin of 6.1%, slightly higher than last year’s 6%. Earnings growth reached 2% over the past year, outpacing its five-year average increase of 1.4% per year. Looking ahead, the company is forecasting annual earnings growth of 2.4% and revenue growth of 3.2%, both of which remain well below broader US market expectations. With no notable risks flagged, investors may view this release as a sign of steady profitability and attractive value metrics...

Selective Insurance Group (SIGI) just posted standout earnings, with net profit margin jumping to 7.6% from 4.8% and earnings up an impressive 75% over the past year. This far outpaces its five-year average, which saw declines of 1.5% per year. Investors are taking note of the company's supported margins and attractive P/E ratio of 11.7x. Looking ahead, forecasts call for annual earnings growth of 13.09% and revenue growth of 5.9%. Both figures trail the broader US market but underscore clear...

Millrose Properties (MRP) has swung to profitability over the past five years, highlighted by a one-off gain of $25.0 million in the most recent numbers to September 30, 2025. Investors will likely focus on the company’s projected 16.9% annual revenue growth and 21.4% annual expansion in earnings. Both figures are well ahead of the US market’s expected pace, although these headline numbers reflect the effects of a recent move to profitability and include notable non-recurring items. See our...

Kinder Morgan (KMI) posted forecasted earnings growth of 8.1% per year and revenue growth of 6.3% per year, both trailing the broader US market averages. The company’s net profit margin stands at 16.5%, just below the previous year’s figure, and recent earnings growth of 7.4% lags its five-year average of 18.8%. Currently, shares change hands at $26.25, notably below an estimated fair value of $39.06, while the price-to-earnings ratio of 21.5x outpaces both peers and the industry. See our...

Visteon (VC) posted revenue growth forecasts of 4.8% per year, which lags the broader US market average of 10%. Net profit margin came in at 7.6%, slipping from last year’s 13.8%, while earnings are only expected to grow at 7.1% per year compared to the market’s 15.5% pace. Over the past five years, annual earnings grew quickly, but the most recent year saw earnings decline, and shares now trade at $110.22, notably below the company's fair value estimate of $157.77. With decent value metrics...

Earlier this week, Verastem Oncology announced promising preliminary data from the Phase 1/2a clinical trial of VS-7375, an oral KRAS G12D inhibitor, in patients with advanced KRAS G12D mutant solid tumors, along with the initiation of a combination cohort with cetuximab. These findings are significant, as there are currently no FDA-approved therapies specifically targeting KRAS G12D mutations in cancer, addressing a critical gap for patients with limited treatment options. We'll explore how...

Texas Capital Bancshares (TCBI) reported a sharp turnaround in profitability, posting a net profit margin of 24.6%, up from just 1.1% a year ago. While average annual earnings have declined by 1.7% over the past five years, the most recent year delivered a dramatic surge, with earnings jumping 2919.3% above the five-year average. Looking forward, both revenue and earnings are forecast to grow at rates of 9.6% and 9.09% per year, respectively. However, both growth rates are expected to trail...

Covenant Logistics Group (CVLG) reported a net profit margin of 2.6%, down from last year’s 3.7%, reflecting softer earnings performance. Despite profitability growth at an annualized rate of 7.9% over the past five years, the company posted a negative earnings trend in the most recent year, further affected by a one-off $16.5 million loss that weighed on reported results. With shares still trading below internal fair value estimates and analyst price targets, investors are left weighing...

United Rentals (URI) reported net profit margins of 15.8%, down from 17.1% a year earlier. This reflects a period of negative earnings growth that tempers the relevance of its impressive 5-year average. Over the past five years, URI’s earnings have climbed at a healthy 20.3% per year, but current forecasts call for more moderate annual growth of 10.95% in earnings and 6.9% in revenue, which lags the broader US market’s expectations. With the stock currently trading below its estimated fair...

NB Bancorp (NBBK) just posted a net profit margin of 30.7%, a significant increase from last year’s 8.9%. Earnings rose 350.6% year-over-year, well above its five-year average annual growth of 22.3%. The stock is trading at a Price-to-Earnings ratio of 11.2x, which is lower than both the peer group’s 11.9x and the US Banks industry average of 11.3x. The latest results suggest meaningful profit and margin expansion, with no major risks currently apparent and a valuation profile that may...

Amalgamated Financial (AMAL) reported net profit margins of 33.9%, in line with last year. Over the past five years, the company’s earnings have grown 19.7% per year; however, growth in the past year slowed to 4.5%. Shares currently trade at a Price-to-Earnings ratio of 8x, which is well below the US Banks industry average of 11.3x and the peer average of 10.2x. The share price also remains below an estimated fair value of $65.49. The combination of strong multi-year profit growth, resilient...

Trying to decide what to do with Cadence Bank stock? You are not alone. Investors have been keeping a close eye on this bank, especially after a stretch of volatility shaking up the regional banking sector. Recently, Cadence Bank's share price dipped by 1.1% over the past week and is down more substantially at 5.1% over the last month. Despite these dips, the stock remains up 5.1% year-to-date, and has seen gains of 7.9% in the past year, with a notable 80.9% climb across the last five years...

Ryder System (R) posted a net profit margin of 4% for the period, holding steady from last year, while its earnings growth rate came in at 2%, which is well below the company’s 18% per year average over the past five years. Looking ahead, analysts see annual earnings growth of 9.8% and revenue growth of 5.4%, both trailing the broader US market’s expected gains. Ryder’s solid profitability and value-focused metrics remain key pillars for investors, even as growth rates moderate compared to...

LendingClub (LC) posted net profit margins of 8%, up from 4.7% in the previous period, while earnings soared by 100.6% over the past year, far outpacing its five-year compound annual growth rate of 30%. The company’s stock, trading at $18.25 per share, appears undervalued versus a discounted cash flow fair value estimate of $25.94, even as its price-to-earnings ratio remains above industry averages. With forecast annual earnings growth of 38.1% and an improved profitability profile, investors...

Pool (POOL) reported earnings that show profit growth of 6.5% annually and revenue growth of 4% per year. Both figures trail the broader US market averages of 15.5% and 10%, respectively. Net profit margin now stands at 7.7%, lower than last year’s 8.5%, with earnings having declined by 2.8% per year over the past five years. Despite the company’s good value in certain areas and an attractive dividend, investors may be cautious given the moderating margins, a price-to-earnings ratio of 27.4x...

Ventyx Biosciences (VTYX) is in the spotlight after announcing positive Phase 2 results for its oral drug, VTX3232, which targets obesity and cardiovascular risk factors. The trial reported a substantial drop in inflammation markers. See our latest analysis for Ventyx Biosciences. Ventyx’s positive trial news gave momentum a significant boost, with the share price leaping 135.7% in the past month and delivering a remarkable 208.4% year-to-date share price return. However, the three-year total...

Honeywell International (HON) closed out the quarter with a net profit margin of 14.3%, slipping from last year’s 15.5% as annual earnings contracted despite a five-year annual earnings growth rate of 3.7%. Looking ahead, analysts expect earnings to grow at a 7.4% rate per year, well behind the US market’s 15.5% average, and revenue growth to track at 4.4% annually. With margins still healthy and a reputation for quality earnings, the results highlight a steady but unspectacular performance...

Altisource Portfolio Solutions (ASPS) remains unprofitable but has managed to reduce its annual losses by 33.9% per year over the past five years. While the company’s net income has not turned positive and profit growth has not accelerated recently, its Price-To-Sales Ratio of 0.8x stands well below the peer average of 3.4x and the US Real Estate sector average of 2.6x. Investor attention is likely to center on operational progress and revenue momentum, even as shareholder dilution and...