U.S. Consumer Durables Stock News

Jack Henry & Associates recently announced that its deconversion revenue for the fiscal first quarter ended September 30, 2025, reached US$8.6 million, and subsequently raised its deconversion revenue guidance for full year fiscal 2026 to US$20 million. This increase in full-year guidance reflects management’s confidence in continued momentum for this revenue stream ahead of the company’s upcoming quarterly earnings report. We'll explore how the upward revision in deconversion revenue...

SharkNinja (NYSE:SN) is getting fresh attention this week after announcing a partnership with Netflix’s “Love Is Blind.” The company is cleverly playing off a viral moment from the show to spotlight its Ninja Swirl appliance. See our latest analysis for SharkNinja. Momentum around SharkNinja has shifted gears recently. The stock’s 1-year total shareholder return is down 9.9%, and its share price has fallen more than 25% over the last quarter. While its Netflix partnership and innovative...

Arhaus (ARHS) shares have slipped in recent trading, with the stock down around 1.6% for the day and over 9% this month. Investors may be weighing recent performance as they consider how the company's annual revenue and income trends fit into the broader retail landscape. See our latest analysis for Arhaus. While Arhaus shares have seen some pressure lately, momentum over the past year has been quietly positive, with a 1-year total shareholder return of just over 8%. Recent dips may simply...

In recent weeks, AMD has announced major collaborations in the AI and high-performance computing space, including supplying chips for OpenAI's infrastructure, a US$1 billion partnership with the U.S. Department of Energy for supercomputers, and teaming up with Oracle to deploy 50,000 AI processors. These partnerships showcase AMD's growing influence as a supplier of key technologies for both commercial and government-led AI initiatives. The depth of AMD's involvement in government-backed AI...

Thinking about whether Brookfield Infrastructure Partners is a bargain or overpriced? You are not alone—questions about the company's true value have been top of mind for many investors lately. While the stock has dipped slightly by 1.6% in the past week and is nearly flat over the last month, it has still managed to deliver a solid 7.0% gain year-to-date and 4.2% over the past year. Recent headlines have focused on the global infrastructure sector's resilience and continued demand for...

ADTRAN Holdings (ADTN) is currently unprofitable, having seen its losses grow at an average rate of 53.5% per year over the past five years. Despite the challenging bottom line, revenue is forecast to grow at 10.4% per year, just below the broader U.S. market’s 10.5% projection. Earnings are expected to increase a remarkable 123.4% per year and the company could become profitable within the next three years. Investors are likely to weigh the discounted share price and strong growth outlook...

On October 27, 2025, Cadence Design Systems reported third-quarter results with revenue of US$1.34 billion and net income of US$287.12 million, and raised its full-year guidance citing AI-driven demand, a record US$7 billion backlog, and expanded partnerships with major players such as Samsung, TSMC, and OpenAI. An interesting detail is that Cadence continues to strengthen its share buyback program, repurchasing 583,872 shares for US$200.01 million in the past quarter, bringing the total...

Archer-Daniels-Midland (ADM) booked a net profit margin of 1.4% for the latest period, slipping from 2.1% a year ago. Over the last five years, earnings have trended down at an average annual rate of 4.9%. Management now forecasts earnings growth of 10.7% per year and revenue growth of 1.7% per year, both of which trail the broader US market’s pace. The company’s price-to-earnings ratio is 24.3x, outpacing peer and sector averages, and the current share price sits at $60.12, above an...

Crawford United (CRAW.A) reported revenue growth averaging 1.1% per year, which is significantly behind the broader US market’s 10.5% per year. EPS has increased by 24.8% annually over five years, with a recent year rising 36.7%, but the forecast now calls for annual earnings declines of 19.8% for at least the next three years. Net profit margins improved to 10.1% from 8.8% the prior year, and while the company’s valuation remains below peers, the current share price of $82 still trades well...

Heron Therapeutics (HRTX) is forecast to deliver standout earnings momentum, with annual earnings growth of 60.89% expected and a projected move into profitability within the next three years. Over the past five years, the company remained in the red but steadily narrowed its losses, cutting them by an average of 39.8% per year. Revenue growth is forecast at 15.9% per year, outpacing the broader US market’s 10.5% yearly expectation. Heron’s Price-to-Sales Ratio of 1.3x points to better value...

Enphase Energy recently reported third-quarter earnings, posting sales of US$410.43 million and net income of US$66.64 million, and announced new guidance for fourth-quarter revenues of US$310 million to US$350 million, including substantial IQ Battery shipments. The company also introduced a comprehensive off-grid energy system for homeowners, reflecting efforts to address rising demand for reliable, independent power solutions amid grid instability and outages. We'll explore how the launch...

LiveWire Group (LVWR) continues to post losses, with annual losses rising by 5.1% per year over the last five years. Net profit margin remains negative and shows no meaningful acceleration. The company’s lofty Price-To-Sales Ratio of 38.9x is much higher than the US auto industry average of 1.2x as well as the peer average of 0.7x. Given the persistently unprofitable operations and high valuation relative to industry standards, investors are likely to remain cautious as no material growth or...

Linde plc reported third-quarter results showing US$8.62 billion in sales and US$1.93 billion in net income, along with continued share repurchases and a quarterly dividend declaration. The company also noted a record project backlog and increased sales in electronics and manufacturing, while highlighting ongoing macroeconomic and pricing challenges in certain product lines. We'll now explore how Linde's robust earnings growth and strengthened project pipeline shape its current investment...

Capri Holdings (CPRI) reported another period of unprofitability, with revenue forecast to decline at a rate of 4.3% per year over the next three years. Despite recent losses and stagnant net profit margins, the company is projected to swing to profitability and grow earnings at a rapid 71.39% annually during that same period. See our full analysis for Capri Holdings. Now, let’s see how these latest numbers measure up against the narratives investors are watching. This will help determine...

Bank of America (BAC) shares have seen a sizable climb over the past month and are drawing attention from investors looking for stability in the financial sector. Recent trading activity shows a 6% gain for the stock, which has put it on many watchlists. See our latest analysis for Bank of America. Bank of America’s latest 30-day share price return of 5.7% builds on a strong run this year, driven by renewed optimism about big banks’ earnings power and resilience amid shifting economic...

Beam Therapeutics (BEAM) remains unprofitable, and the company’s losses have widened at a rate of 2.2% per year over the past five years. Meanwhile, revenue is forecast to climb at an annual rate of 53%, outpacing the broader US market's projected 10.5% revenue growth. With these growth expectations, investors are balancing the promise of rapid expansion against persistent operating losses, a share price that has been volatile over the past three months, and a notably high Price-to-Sales...

CNO Financial Group (CNO) reported current net profit margins of 6.8%, an improvement over last year’s 6.1%, and achieved earnings growth of 10.3% compared to a five-year trend of 9.6% annual decline. While earnings are expected to grow by 13.03% per year going forward, this lags the US market’s projected growth rate of 16% per year. Notably, the share price of $41.31 remains below the discounted cash flow fair value estimate of $56.10. CNO is positioned at a valuation premium with a P/E...

GE Vernova recently repurchased 1,097,000 shares for US$657.77 million between July and September 2025, completing a total buyback of 6,279,000 shares for US$2.24 billion announced in December 2024. This buyback milestone came as the company reported an 11.9% increase in total revenues and significant net income growth, outpacing analyst expectations due to strong order momentum and expanding backlogs. We'll examine how GE Vernova's substantial revenue growth and completed buyback program...

Thinking about whether EMCOR Group is a bargain or not? Let’s take a closer look at whether the current share price really matches up to what the business is worth. EMCOR shares have returned an incredible 43.0% so far this year and are up 37.8% over the last 12 months, but just had a 12.9% pullback this week. A series of major infrastructure contracts and new project wins have been headline makers for EMCOR Group lately, helping drive attention to the stock. Industry analysts have noted the...

CPI Card Group (PMTS) posted net profit margins of 2.8%, down from 3.4% last year, highlighting a decline in profitability. The company’s earnings grew at an average annual rate of 1.3% over the past five years, though earnings growth turned negative this most recent year. While PMTS is forecasted to achieve an 8.3% compound annual growth rate in revenue, which is slower than the US market’s 10.5%, its Price-To-Earnings ratio of 11x stands well below peer and industry averages. With the share...

National Storage Affiliates Trust (NSA) posted a year shaped by slowing expansion, with earnings projected to grow at 6.68% per year and revenue at 3.3% per year. Both figures trail the US market, which averages 16% and 10.5%, respectively. After delivering 8.9% average annual earnings growth over the past five years, NSA saw its most recent year marked by negative earnings growth and a net profit margin slip from 18.2% to 6.4%. Investors are weighing consistent, if muted, long-term growth...

Chicago Atlantic Real Estate Finance (REFI) delivered impressive 11.8% annual earnings growth over the past five years, with high quality results supporting its profitability. Recent filings show net profit margins at 65.9%, just below last year's 67.8% mark. Guidance now signals a 2.8% yearly decline in earnings over the coming three years and revenue growth of 5.8% per year, which lags the US market’s 10.5% forecast. Investors face a key question as they weigh REFI’s discounted share price...

Brookfield Infrastructure Partners (NYSE:BIP) has seen its stock price show some movement this week, prompting investors to take a fresh look at how the company stacks up within the infrastructure sector. Recent shifts may influence portfolio decisions. See our latest analysis for Brookfield Infrastructure Partners. Brookfield Infrastructure Partners has posted a solid 90-day share price return of 10.3% and has generated a 4.2% total shareholder return over the past year. This suggests steady...

Uber Technologies (UBER) reported a standout year, with revenue expected to climb 12.36% annually, outpacing the 10.5% rate of the broader US market. The company posted a remarkable 278% increase in earnings growth in its latest year, lifting net profit margins to 33.5% from 10.5% last year and marking a shift to consistent profitability over the past five years. Investors now face a notable value proposition, as Uber’s shares trade at 11.9x earnings, significantly below both industry peers...