U.S. Consumer Durables Stock News

On November 5, 2025, TKO Group Holdings reported third quarter 2025 results with net income rising to US$41.01 million while sales fell year-over-year to US$1.12 billion, and the company raised its full-year revenue guidance to US$4.69 billion–US$4.72 billion. Despite lower quarterly sales, TKO achieved substantial improvements in profitability, marking a significant turnaround from a net loss position in the prior nine-month period. We'll look at how TKO's raised full-year revenue outlook...

On November 6, 2025, Kingsoft Cloud Holdings announced an increase of 338 million in its issued shares as part of measures aimed at strengthening the company’s financial position and market presence. This move, combined with an earnings call outlook spotlighting AI and ecosystem partnership-driven revenue growth amid ongoing profitability challenges, highlights the company’s evolving approach to growth and operational resilience. We'll explore how Kingsoft Cloud Holdings' substantial share...

Automatic Data Processing (ADP) shares have shown some movement over the past month, slipping by 13%. While there were no major announcements driving this change, investors may be considering recent market trends and broader sector dynamics that are impacting ADP’s valuation. See our latest analysis for Automatic Data Processing. After a rough patch in recent weeks, Automatic Data Processing’s 30-day share price return sits at -12.57%, adding to a year-to-date decline of 12.25%. While the dip...

STAG Industrial (STAG) just posted growth in both revenue and net income for the third quarter, which reinforces confidence in its recent financial results. Management also discussed the increased pace of acquisitions and pointed to a more active expansion strategy. See our latest analysis for STAG Industrial. STAG Industrial’s recent acquisition momentum and upbeat quarterly results appear to have fueled a steady run in its shares, with a 7.1% share price return over the past month and an...

TopBuild recently reported its third quarter results, completed the repurchase of over 723,000 shares for US$229.09 million, and raised its full-year 2025 earnings guidance, now expecting sales between US$5.35 billion and US$5.45 billion and net income of US$497 million to US$542 million. This combination of strengthened financial outlook and capital return comes despite recent declines in both sales and net income compared to the previous year, highlighting management's forward-looking...

In late October 2025, NXP Semiconductors announced a new battery management chipset that integrates electrochemical impedance spectroscopy technology with nanosecond-level hardware synchronization, aimed at improving safety, durability, and real-time monitoring for electric vehicles and energy storage systems. This system allows automakers to detect subtle changes in battery health and failure more accurately and efficiently, potentially reducing costs and complexity across next-generation...

Nasdaq (NDAQ) has announced a new partnership with LSEG. Its private markets datasets will be licensed and distributed through LSEG’s platforms. This collaboration reflects a strategic shift toward expanding transparency and data-driven insights across the private investment sector. See our latest analysis for Nasdaq. Nasdaq’s recent moves, including its collaboration with LSEG and last week's $642 million shelf registration filing, have put it firmly in the spotlight. After a solid...

Curious if Spotify Technology is trading for less than it's truly worth? You're not alone. There’s plenty of buzz about where the stock should be valued right now. Despite some recent choppiness (down 5.9% over the last week and 8.6% in the past month), Spotify shares have powered up an impressive 34.8% year-to-date and an incredible 54.0% over the last year. Much of this excitement follows Spotify’s ongoing push into podcasting and audiobooks, as well as high-profile licensing deals and an...

On November 3, 2025, Primoris Services Corporation announced raised full-year earnings guidance after reporting third quarter sales of US$2.18 billion and net income of US$94.62 million, alongside a US$0.08 per share dividend declaration. The company’s updated net income outlook of US$260.5 million to US$271.5 million reflects momentum from strong revenue and earnings growth, particularly in the quarter ended September 30, 2025. Given the substantial guidance increase, we'll assess how this...

NVR (NVR) just reported third-quarter results that beat expectations, even as the company faced a weaker housing market. Both net income and revenue dipped from last year, but NVR held up better than many anticipated. See our latest analysis for NVR. Despite NVR’s standout third-quarter results, the share price hasn’t shaken off recent pressure, with a -6.5% return over the past month and -9.2% year-to-date. However, its three- and five-year total shareholder returns, up 61% and 71%...

Gates Industrial Corporation plc reported third quarter 2025 results in the past week, with sales reaching US$855.7 million and net income rising to US$81.6 million compared to a year ago, while also announcing a new share repurchase program of up to US$300 million and narrowing its 2025 full-year core revenue growth guidance amid subdued macroeconomic conditions. Although the company surpassed earnings expectations, management attributed the more cautious outlook to ongoing weakness in...

Curious whether Saul Centers might be an undervalued find or a value trap? You are not alone. This stock’s story has been catching the attention of investors looking for the next opportunity. After climbing 3.3% over the past week, Saul Centers’ shares remain down around 20% year to date, with a 21.6% dip over the last twelve months. This suggests changing risk perceptions or perhaps a chance for future growth. Supporting this backdrop, recent news has highlighted broader real estate market...

MiMedx Group reported strong third quarter 2025 results, with sales rising to US$113.73 million and net income reaching US$16.75 million, both higher than the prior year period. The company also raised its full-year 2025 net sales growth guidance to the mid-to-high teens percentage range, highlighting momentum in operational performance. We'll now explore how MiMedx's third quarter sales growth and increased guidance affect its long-term earnings outlook and risks. Rare earth metals are an...

Simon Property Group (SPG) released its third quarter earnings this week, showing solid revenue and profit growth. The company also announced a dividend hike in addition to ambitious plans for Sagefield, a new luxury development. See our latest analysis for Simon Property Group. It has been an eventful stretch for Simon Property Group, with upbeat third quarter earnings, a higher dividend, and the headline-making Sagefield project helping build momentum. The company's 11.3% 90-day share price...

On October 29, UFP Industries (UFPI) caught investor attention with its third quarter results, highlighting declines in both sales and net income from last year. Alongside these earnings, the company revealed a 6% increase to its quarterly dividend and confirmed completion of a significant share repurchase. See our latest analysis for UFP Industries. Despite the dip in quarterly sales and earnings, UFP Industries has taken steps to support shareholder value through a higher dividend and...

Advanced Energy Industries (AEIS) impressed investors by announcing third quarter results that beat forecasts, highlighted by strong revenue growth and a significant surge in its Data Center Computing segment. Management also issued an upbeat outlook for the next quarter and full year. See our latest analysis for Advanced Energy Industries. Momentum has been building for Advanced Energy Industries, with the stock notching an impressive 24% share price return over the past month and nearly 44%...

Prestige Consumer Healthcare (PBH) has drawn attention recently as investors review its stock performance over the past year. Shares have seen a decline, prompting questions about valuation as the company has reported steady, though modest, growth in both revenue and net income. See our latest analysis for Prestige Consumer Healthcare. Prestige Consumer Healthcare’s shares have lost some steam in recent months, with a 1-month share price return of -5.3% and a year-to-date drop of nearly...

Wondering whether Electronic Arts is trading at a bargain or getting pricy? You are not alone, as many investors are trying to decode the company's current value story. EA's stock has climbed 37.5% year-to-date and is up 27.7% over the past 12 months, but the last month has been almost flat. This suggests the market may be pausing to reassess its prospects. Activity around EA’s flagship franchises and recent announcements about upcoming game titles have generated optimism. At the same time,...

Genpact (NYSE:G) delivered impressive third quarter results, with revenue and earnings beating expectations. The standout was a surge in Advanced Technology Solutions, which prompted the company to raise its full-year 2025 outlook. See our latest analysis for Genpact. Genpact’s upbeat third-quarter report and upgraded outlook sent its share price jumping more than 15% in a single day to $44.49. While this one-day surge spotlights renewed investor confidence, momentum has been slower to build...

Core Natural Resources (CNR) shares recently caught investor attention following a steady climb over the past week, gaining 13% even as the stock remains down for the year. The move comes amid ongoing discussions about the company's value and growth prospects. See our latest analysis for Core Natural Resources. Even after this recent surge, Core Natural Resources' share price still shows a 17% decline for the year. However, momentum has picked up in the past week as perceptions of risk and...

Westinghouse Air Brake Technologies just posted third-quarter results that came in ahead of expectations, supported by gains across both Freight and Transit operations, recent acquisitions, and new international contracts. At the same time, insider stock sales by top leadership have caught investors’ eyes. See our latest analysis for Westinghouse Air Brake Technologies. Despite delivering better-than-expected Q3 results and locking in major new contracts, Westinghouse Air Brake Technologies’...

NCR Voyix (VYX) just delivered quarterly results that topped Wall Street expectations, beating both earnings and revenue estimates. The company also emphasized its continued progress in expanding software and payments partnerships, which is fueling positive momentum for investors. See our latest analysis for NCR Voyix. After a challenging start to the year, NCR Voyix’s share price has been on a bit of a roller coaster. Recent quarterly wins and new partnership announcements have sparked some...

Agilysys reported its second-quarter fiscal 2026 results in late October, posting revenue of US$79.3 million and net income of US$11.71 million, both increasing compared to the same period last year, and raised its full-year revenue guidance to US$315 million to US$318 million, with subscription revenue growth expectations at 29% year-over-year. An interesting aspect of this announcement is the company's strengthened outlook for its recurring subscription revenue, underscoring Agilysys'...

Tapestry, Inc. recently reported first-quarter fiscal 2026 earnings, with sales rising to US$1.70 billion and net income reaching US$274.8 million, both above prior-year levels and analyst expectations. The company attracted over 2.2 million new global customers, driven heavily by Gen Z shoppers, while also raising its full-year revenue outlook and increasing its share buyback program. We'll examine how Tapestry's accelerated Gen Z customer growth could influence the company’s long-term...