U.S. Consumer Durables Stock News

Upbound Group (UPBD) saw its earnings grow 4% over the past year, with a net profit margin of 1.8%, slightly below last year’s 1.9%. The latest period included a one-off loss of $44.2 million, which impacted reported EPS and earnings quality. While revenue is expected to grow 5.8% per year, slower than the broader US market forecast of 10.3%, analysts see annual earnings growth accelerating to 33.4%, outpacing the US market’s 15.9%. Shares are trading at $19.38, notably below the estimated...

Lennar (LEN) continues to draw attention from investors as its stock performance shifts slightly over the past week. The company has seen returns fluctuate, prompting questions about its current valuation and what the coming months could hold. See our latest analysis for Lennar. Lennar’s share price has lost some ground lately, with a recent 7-day decline following a mild pullback over the past month. That short-term dip stands in contrast to the impressive 76% total shareholder return over...

Centene Corporation reported third-quarter 2025 financial results that exceeded analyst expectations for both revenue, which reached US$49.69 billion, and adjusted earnings, despite recording a US$6.7 billion non-cash goodwill impairment and a net loss of US$6.63 billion. Operational improvements in Medicaid, higher investment income, and strong Marketplace and Medicare segment performance led Centene to raise its full-year adjusted earnings outlook, signaling renewed confidence in its...

Quaker Chemical (KWR) remains unprofitable, with losses having increased at an average rate of 1.1% per year over the past five years. Revenue is forecast to grow 4% annually, which is below the broader US market's expected 10.3% growth rate and indicates ongoing commercial challenges. Investors are left weighing persistent unprofitability, slowing growth expectations, and a relatively high price-to-sales ratio against the potential upside suggested by the current discount to fair value. See...

In recent days, market attention has focused on MongoDB as investors anticipate its upcoming earnings, with expectations for a lower EPS but continued revenue growth; at the same time, influential voices have shifted focus towards other technology leaders in the AI space. Institutional investors have been actively adjusting their positions, with some sizable new holdings in MongoDB despite ongoing insider share selling. We’ll examine how heightened anticipation around MongoDB’s earnings and...

QUALCOMM (QCOM) has announced a major move into AI infrastructure with the unveiling of its AI200 and AI250 chips. A high-profile collaboration with HUMAIN will bring 200 megawatts of Qualcomm AI systems to Saudi Arabia starting in 2026. See our latest analysis for QUALCOMM. QUALCOMM's push into large-scale AI infrastructure has sparked strong momentum in its shares, with a 1-day share price return of 2% and a 22% gain over the past 90 days. The enthusiasm has carried into the bigger picture,...

In the past week, Spire attracted multiple analyst upgrades, fueled by positive regulatory shifts in Missouri and the acquisition of gas utility assets in Tennessee. Analysts noted that these regulatory developments and portfolio additions are likely to enhance Spire’s earnings stability and support future growth. We'll examine how Missouri's evolving regulatory environment, cited by analysts, may shift Spire's investment narrative and growth outlook. AI is about to change healthcare. These...

Texas Instruments (TXN) caught attention after releasing its third-quarter financial results, which showed sales growth and stable net income year-over-year. The company also shared earnings and revenue forecasts for the upcoming quarter, which will likely shape investor sentiment. See our latest analysis for Texas Instruments. Despite recent upbeat earnings and new guidance, Texas Instruments’ share price has continued to lose ground. The stock has fallen 10.5% over the past month and is...

Ever wondered if Booking Holdings is trading at a price that's truly fair, or if there's hidden value waiting to be discovered? You're not alone. A lot of investors are asking the same question right now. Despite a recent dip of 5.1% over the past month, the stock remains up 3.1% year-to-date and has posted a solid 7.7% return over the past year. Behind these moves, Booking Holdings has been in the spotlight thanks to ongoing travel demand and several major platform upgrades. Industry...

Wondering if Monolithic Power Systems is actually worth its soaring price tag? You are not alone, especially as investors keep chasing high-flying semiconductor stocks. The share price has surged 69.1% year-to-date and is still up 33.5% over the last year. Even after a recent 9.7% jump this month was partly reversed with a 6.5% dip this week. Industry buzz and commentary around semiconductor supply chains, AI demand, and growth prospects have all played into the stock's...

EQT Corporation (EQT) just delivered its third-quarter 2025 results, posting strong revenue and net income growth compared to last year. The company credits these results to solid operations and effective integration of recent acquisitions. See our latest analysis for EQT. EQT has been getting attention this year, not just for its sharp rebound in earnings, but also for a flurry of strategic moves like new LNG deals and wrapping up a major buyback. After some natural gas volatility, momentum...

Lithia Motors (LAD) just grabbed three Hyundai dealerships in Orange County, boosting its import mix and advancing its electrification goals. At the same time, the company’s latest quarter topped expectations, driven by rising revenue and strong used vehicle growth. See our latest analysis for Lithia Motors. Lithia’s recent pickups and robust quarterly numbers have not sparked a massive rally yet, but the stock’s 9.2% 90-day share price return outpaces its wider year-to-date decline. Over the...

Cavco Industries (CVCO) posted a net profit margin of 9%, up from last year’s 8.1%, with earnings jumping 28.9% over the previous year and easily outpacing its five-year annual average growth of 11.2%. The company’s Price-to-Earnings ratio stands at 22.3x, much higher than the US Consumer Durables peer group average of just over 10x, and shares are trading at $529.8, well above the estimated fair value of $423.18. Strong profits and rising margins are fueling optimism, but investors are...

In recent weeks, MARA Holdings acquired a majority stake in a French AI high-performance computing subsidiary, marking an expansion beyond its core U.S.-based crypto mining business into international AI and sovereign cloud markets. This move reflects an attempt to catch up with peers that have shifted more quickly toward AI infrastructure, though investors remain cautious due to limited details on financial impact and strategy execution. We'll review how the push into international AI and...

Marsh & McLennan Companies (MMC) stock has come under some pressure in the past month, with shares sliding about 11%. Investors might be reassessing its valuation as the broader insurance sector faces shifting market conditions. See our latest analysis for Marsh & McLennan Companies. Shares of Marsh & McLennan Companies have lost ground recently, adding to a broader pullback that sees the stock down 11.5% over the past month and nearly 16% year-to-date. The momentum has definitely faded,...

Brinker International (EAT) saw its stock move modestly today, with shares inching up after recent volatility. Investors are assessing the company’s results as Brinker continues to navigate a shifting restaurant landscape and evolving consumer habits. See our latest analysis for Brinker International. Brinker International’s share price has faced some turbulence lately, with the stock still down more than 13% over the last month and 21% year-to-date, even as its one-year total shareholder...

TAL Education Group (NYSE:TAL) delivered net profit margins of 6.5%, up from 3.9% a year ago, while annual earnings growth soared to 136.4%, far surpassing its five-year average of 47.9% per year. Analysts now expect earnings to grow at 24% annually and revenues at 17.2% per year, both comfortably ahead of US market averages of 15.9% for earnings and 10.3% for revenues. With margins improving and profit momentum outpacing the broader market, TAL appears to be firmly establishing itself as a...

AXIS Capital Holdings Limited reported its third-quarter 2025 results, delivering revenue of US$1,674.28 million and net income of US$301.86 million, both exceeding the same period last year and analyst expectations. Improved underwriting profitability, as reflected in a combined ratio of 89.4%, highlights AXIS's effective risk management and focus on specialty insurance and reinsurance markets. We'll explore how AXIS Capital Holdings' better-than-expected underwriting performance shapes its...

SPS Commerce (SPSC) is forecasting revenue growth of 8.6% per year, which trails the broader US market’s 10.3% pace. Meanwhile, profits are expected to rise 19.1% annually, outpacing the market norm of 15.9%. The company’s latest profit margin sits at 11.7% compared to 12.8% a year ago, and recent earnings growth of 8.3% fell below the five-year average of 15.4% per year. With no major or minor risks flagged and three reward signals in play, investors are likely to focus on the strength of...

Berkshire Hathaway (BRK.A) shares have seen modest swings this month, as investors continue to sift through the company’s latest financial trends. Revenue increased by 4% over the past year, but net income dipped slightly, which adds some intrigue to the stock’s valuation. See our latest analysis for Berkshire Hathaway. Berkshire Hathaway’s share price has seen some volatility lately, with a 1-day dip of 0.3% and a 7-day slide of just over 3%. It’s important to keep the bigger picture in...

MicroStrategy (MSTR) made a notable return to profitability this year, seeing a sharp turnaround compared to prior periods. Earnings have increased at an impressive 34.3% annual rate over the last five years, and forecasts project earnings growth of 19.2% per year going forward, outpacing the broader US market’s expected 15.9% annual rate. While revenue is expected to grow by just 0.8% per year, considerably slower than the US average, the company finds itself trading at a Price-To-Earnings...

TXNM Energy (TXNM) delivered standout earnings growth this year, reporting a 114.4% jump over the past twelve months. This is a marked departure from its average annual decline of 4.1% over the last five years. Net profit margins improved to 8.7%, up from 4.5% previously. Despite the fresh momentum in profitability, the company’s longer-term performance still reflects a period of profit contraction. Investors now face a balancing act, weighing these improved results and high quality earnings...

IDACORP (IDA) delivered earnings growth of 12.5% over the past year, outpacing its five-year average annual pace of 4.9%. Net profit margins climbed to 17.6% from last year’s 15.4%, setting a high bar for quality in its reported numbers. Looking ahead, forecasts call for annual earnings growth of 10.7% with revenue rising 7.6% per year, both trailing behind expected rates for the broader US market. At the same time, shares change hands at a Price-to-Earnings ratio of 21.9x, exceeding peer and...

Republic Services (RSG) posted earnings growth of 6.9% over the most recent year, with an average annual earnings growth rate of 15.7% over the past five years. Net profit margin improved slightly to 12.8%, up from last year’s 12.5%. Analysts expect forward earnings to grow at 8.09% yearly, trailing the broader US market forecast of 15.9%. Investors are likely to weigh the company’s consistent earnings history and steady margin gains against a revenue growth outlook of 5.2% per year, which is...