U.S. Consumer Durables Stock News

NasdaqGS:WMG
NasdaqGS:WMGEntertainment

Assessing Warner Music Group (WMG) Valuation As Earnings Anticipation Follows Recent Revenue Beat

Why Warner Music Group stock is back in focus ahead of earnings Warner Music Group (WMG) is drawing fresh attention as investors look ahead to Thursday's after hours earnings release, following a recent revenue beat and expectations for a return to revenue growth. See our latest analysis for Warner Music Group. At a latest share price of US$28.20, Warner Music Group has seen weaker near term momentum, with a 30 day share price return of 8.26% and a 1 year total shareholder return of 9.99% in...
NasdaqGM:HROW
NasdaqGM:HROWPharmaceuticals

Is It Too Late To Consider Harrow (HROW) After Its Strong Multi Year Rally

If you are wondering whether Harrow's share price still makes sense after its recent run, or if you are looking at something that is already priced for perfection, this article is for you. Over the last week Harrow returned 10.8%, after a 13.9% decline over the past month, with a 5.4% decline year to date, a 52.8% return over 1 year, and a very large 3-year gain of more than 7x. Recent coverage has focused on Harrow's position in the pharmaceuticals space and investor interest in its share...
NYSE:SON
NYSE:SONPackaging

A Look At Sonoco Products (SON) Valuation After New Long Term Renewable Power Agreement

Sonoco Products (SON) is back in focus after the company began receiving power under a 15 year Virtual Power Purchase Agreement with ENGIE North America, tied to the Big Sampson Wind Project in Texas. See our latest analysis for Sonoco Products. Investors seem to be reacting positively to Sonoco Products' sustainability push, with a 27.61% 90 day share price return and a 13.10% 30 day share price return helping lift the stock to US$51.62. The 12.49% 1 year total shareholder return contrasts...
NasdaqGM:SUPN
NasdaqGM:SUPNPharmaceuticals

A Look At Supernus Pharmaceuticals (SUPN) Valuation After Recent Steady Share Price Performance

Recent performance snapshot Without a specific news catalyst, Supernus Pharmaceuticals (SUPN) is drawing attention for its recent share performance. The stock closed at US$49.08 and has shown mixed returns over the past week, month and past 3 months. See our latest analysis for Supernus Pharmaceuticals. That 1.41% 1 day share price return, alongside a modest 3.84% 90 day share price return and 24.32% 1 year total shareholder return, points to momentum that has been relatively steady rather...
NYSE:BG
NYSE:BGFood

Bunge Global BG Q4 Margin Compression Reinforces Bearish Earnings Volatility Narratives

Bunge Global (BG) closed out FY 2025 with Q4 revenue of US$23.8b and basic EPS of US$0.49, alongside net income excluding extra items of US$95m, setting a clear snapshot of where the agribusiness giant stands heading into 2026. The company reported quarterly revenue increasing from US$13.5b in Q4 2024 to US$23.8b in Q4 2025, while basic EPS moved from US$4.36 to US$0.49 over the same period. This gives investors a very different earnings profile to weigh against revenue growth expectations...
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...
NYSE:MPLX
NYSE:MPLXOil and Gas

MPLX Balances Cash Distributions And Gas Projects For Long Term Income

MPLX (NYSE:MPLX) reported strong full year results and a sizeable increase in its cash distribution. The company is committing significant capital to natural gas and NGL growth projects in key basins. Management has outlined a plan that targets continued income growth through at least the end of the decade. At a share price of $55.59, NYSE:MPLX has delivered a 9.6% return over the past year and a very large gain over the past 5 years, along with a 102.3% return over 3 years. These returns...
NYSE:FTV
NYSE:FTVMachinery

Fortive (FTV) Margin Slippage To 12.8% Tests Bullish Growth Narrative

Fortive FY 2025 Earnings Snapshot Fortive (FTV) closed out FY 2025 with fourth quarter revenue of US$1,122.5 million and basic EPS of US$0.61, while its trailing twelve month net profit margin sat at 12.8% compared with 13.4% a year earlier. Over the past year, the company has reported trailing revenue of US$4.2 billion alongside net income from continuing operations of US$532.7 million. These results come against a five year pattern where earnings have compounded lower by 13.4% annually and...
NYSE:PL
NYSE:PLProfessional Services

Assessing Planet Labs (PL) Valuation As Growth And Cash Flow Metrics Attract Investor Attention

Recent commentary on Planet Labs PBC (PL) has focused on its 23.1% annual revenue growth over the past five years, a shift to a positive free cash flow margin, and rising returns on capital. See our latest analysis for Planet Labs PBC. At a share price of $21.77, Planet Labs PBC has seen a 74.72% 90 day share price return and a very large 241.76% 1 year total shareholder return. However, the 1 day and 7 day share price returns of 9.10% and 21.92% declines suggest that shorter term momentum is...
NasdaqGS:TROW
NasdaqGS:TROWCapital Markets

T. Rowe Price Group (TROW) Margin Slippage Reinforces Earnings Pressure Narrative

T. Rowe Price Group (TROW) just wrapped up FY 2025 with fourth quarter revenue of US$1.9 billion and basic EPS of US$1.99, alongside net income of US$434.2 million, as the asset manager continued to translate its fee base into solid earnings. Over the past few quarters, revenue has moved from US$1.72 billion in Q2 2025 to US$1.89 billion in Q3 and US$1.93 billion in Q4, while basic EPS shifted from US$2.24 to US$2.88 and then US$1.99. This sets up a mixed but still profitable backdrop for the...
NYSE:CAT
NYSE:CATMachinery

Caterpillar Taps AI Data Center Power Demand With 2GW Monarch Deal

Caterpillar has agreed to supply 2GW of fast response natural gas generator sets and battery storage to power the AIP Corp Monarch Compute Campus, an AI focused data center project. The alliance centers on onsite, flexible power for hyperscale AI workloads, supported by advanced emissions controls, digital monitoring, and long term service and financing. The deal highlights Caterpillar's role in critical power infrastructure for data centers that require high reliability and rapid ramp up...
NYSE:DK
NYSE:DKOil and Gas

Is It Too Late To Consider Delek US Holdings (DK) After A 79% One Year Jump?

If you are wondering whether Delek US Holdings at around US$32.71 offers value or risk at this point, the key question is how its current price lines up with what the business may be worth. The stock has seen returns of 14.1% over the last 7 days, 7.7% over the past month, 9.8% year to date, 78.6% over 1 year, 46.6% over 3 years, and 75.3% over 5 years, which naturally raises questions about how much of this is already reflected in the share price. Recent coverage around Delek US Holdings...
NasdaqGS:VTRS
NasdaqGS:VTRSPharmaceuticals

Is It Time To Reassess Viatris (VTRS) After Its Recent Share Price Strength

If you are wondering whether Viatris shares still offer value at around US$14.36, you are not alone; many investors are asking the same question right now. The stock has posted returns of 10.7% over 7 days, 16.1% over 30 days, 15.2% year to date, 37.8% over 1 year, 38.2% over 3 years and a 4.5% decline over 5 years, which has drawn attention to how the market is currently pricing the business. Recent news flow around Viatris has focused on its positioning within the pharmaceuticals and...
NasdaqGS:ARLP
NasdaqGS:ARLPOil and Gas

A Look At Alliance Resource Partners (ARLP) Valuation After Strong Q4 2025 Results And 2026 Outlook

Why Alliance Resource Partners stock is in focus now Alliance Resource Partners (ARLP) is back on investors’ radar after Q4 2025 results showed much higher net income and adjusted EBITDA, fresh 2026 guidance on coal sales, and a confirmed quarterly cash distribution. See our latest analysis for Alliance Resource Partners. The latest earnings beat, 2026 coal sales guidance and reaffirmed cash distribution have come alongside a 5.53% 1 month share price return and a 5.62% year to date share...
NasdaqGS:PFG
NasdaqGS:PFGInsurance

Is Principal Financial Group (PFG) Pricing Look Attractive After Strong Five-Year Share Performance

If you are wondering whether Principal Financial Group's recent share price reflects fair value or leaves some room on the table, this breakdown is designed to help you size that up quickly. The stock closed at US$96.40 recently, with returns of 2.5% over 7 days, 6.5% over 30 days, 7.8% year to date, 24.3% over 1 year, 17.9% over 3 years and 113.0% over 5 years, which may shape how investors think about both opportunity and risk today. Recent headlines around Principal Financial Group have...
NYSE:CTVA
NYSE:CTVAChemicals

Corteva (CTVA) Margin Improvement Reinforces Bullish Earnings Narrative Despite Slower Revenue Growth

Corteva (CTVA) has wrapped up FY 2025 with Q4 revenue of US$3.9b and a basic EPS loss of US$0.80, while the trailing twelve month line shows revenue of US$17.4b and basic EPS of US$1.75, alongside earnings growth of 40.2% over the last year. Over recent periods, revenue has sat in a US$2.6b to US$6.5b quarterly range with EPS swinging between quarterly profits and losses, while on a trailing basis earnings are forecast to grow about 20.7% per year. With a trailing net margin of 6.9% versus 5%...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Is Fiserv’s (FISV) Affirm Tie-Up Quietly Redefining Its Core Payments Moat?

In late January 2026, Fiserv announced an exclusive collaboration with Affirm to embed pay-over-time options into debit card programs for thousands of U.S. banks and credit unions, alongside progress on using its Georgia special purpose banking charter to process payments directly. Together, these moves highlight how Fiserv is deepening its role in flexible consumer payments while gaining more direct control over core transaction infrastructure. We’ll now look at how integrating Affirm’s...
NasdaqGS:CART
NasdaqGS:CARTConsumer Retailing

Is Instacart’s Expanded Costco Partnership in Europe Altering The Investment Case For Maplebear (CART)?

In late January 2026, Instacart announced an expanded partnership with Costco to power same-day delivery websites in France and Spain, while also deepening its technology collaboration with Allegiance Retail Services across more than 125 supermarkets in the US Northeast. Together, these moves highlight Instacart’s push to pair international market entry with broader adoption of its Storefront Pro, Caper Carts, and retail media tools across multiple retail formats. We’ll now examine how...
NasdaqGS:DSGR
NasdaqGS:DSGRTrade Distributors

Is It Time To Reassess Distribution Solutions Group (DSGR) After Mixed Share Price Performance?

If you are wondering whether Distribution Solutions Group at around US$29.67 offers good value today, you are not alone. This article is here to break that question down in plain terms. The share price has moved 5.9% over the last week and 1.6% over the last month, while the year to date return sits at 5.8% and the 1 year return at a 6.3% decline, with a 30.2% gain over 3 years providing longer term context. Recent company updates and corporate developments have kept Distribution Solutions...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

GlobalFoundries (GFS) Deepens Custom Silicon Push With ARC IP Deal and Israeli Partnership – What Changes?

GlobalFoundries recently executed a definitive agreement to acquire Synopsys’ ARC Processor IP Solutions business and announced a new partnership with Telsys, giving Israeli customers localized access to its semiconductor manufacturing services. Together, the ARC IP acquisition and Telsys tie-up expand GlobalFoundries’ reach while deepening its capabilities in custom silicon and physical AI solutions. Next, we’ll examine how adding ARC Processor IP to support custom silicon reshapes...
NYSE:NOMD
NYSE:NOMDFood

A Look At Nomad Foods (NOMD) Valuation After The New Cash Dividend Announcement

Nomad Foods (NOMD) has put income back in focus after its Board declared a cash dividend of $0.17 per share, payable on February 26, 2026, to shareholders of record on February 11. See our latest analysis for Nomad Foods. The dividend announcement comes as Nomad Foods’ share price has been firmer in the short term, with a 1-day share price return of 2.38% and a 30-day share price return of 7.41%. However, the 1-year total shareholder return of a 23.24% decline highlights that recent momentum...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

Is It Too Late To Consider Applied Materials (AMAT) After The Recent Share Price Surge?

If you are wondering whether Applied Materials is still good value after its strong run, this article walks through what the current share price might be implying. The stock closed at US$297.60, with a 7 day return of an 11.6% decline, a 30 day return of 4.7%, a year to date return of 10.7% and a 1 year return of 66.4%. This raises fair questions about how much upside or downside is already priced in. Recent coverage has focused on Applied Materials' role in the broader semiconductor supply...