U.S. Consumer Durables Stock News

NYSE:MS
NYSE:MSCapital Markets

Strong Q1 Earnings, Buybacks, and Private Credit Expansion Might Change The Case For Investing In Morgan Stanley (MS)

Morgan Stanley recently reported first-quarter 2026 results, with net income of US$5.57 billion and diluted earnings per share from continuing operations of US$3.43, while continuing to execute on its share repurchase program. Alongside strong earnings, Morgan Stanley highlighted its focus on culture, sustainable investing, and private credit growth, underlining how non-traditional initiatives are increasingly shaping its business mix. We’ll now examine how this step-up in profitability and...
NasdaqGS:BLKB
NasdaqGS:BLKBSoftware

Blackbaud (BLKB) Return To Profitability Tests Bullish Earnings Growth Narrative Ahead Of Q1 2026

Blackbaud (BLKB) has moved into its latest earnings season with a recent run of quarterly results that show revenue between about US$270.7 million and US$302.1 million, alongside EPS ranging from a loss of US$7.06 to a profit of US$1.00 over the last few reported periods. Over that stretch, the company has seen revenue shift from US$286.6 million in Q3 2024 to US$270.7 million in Q1 2025 and then to US$295.3 million in Q4 2025. EPS moved from US$0.36 in Q3 2024 to US$0.10 in Q1 2025 and...
NYSE:CLVT
NYSE:CLVTProfessional Services

Clarivate (CLVT) Turns Q4 EPS To Near Break Even Challenging Persistent Bearish Loss Narratives

Clarivate (CLVT) opened Q1 2026 reporting season with Q4 2025 revenue of US$617 million and basic EPS of roughly US$0.00, supported by net income excluding extra items of US$3.1 million. Over the past year, revenue across recent quarters has moved in a tight band between US$593.7 million and US$663 million, while EPS ranged from a loss of about US$0.27 per share in Q4 2024 to a small profit in Q4 2025. This gives investors a clearer view on how margins are tracking as losses on a trailing...
NYSE:ST
NYSE:STElectrical

Sensata Technologies (ST) EPS Rebound To US$0.60 Tests Bullish Earnings Recovery Narrative

Q1 2026 results snapshot Sensata Technologies Holding (ST) has opened 2026 with Q1 revenue of US$934.8 million and basic EPS of US$0.60, alongside trailing twelve month revenue of US$3.7 billion and EPS of US$0.33 that reflect the impact of a large one off loss on recent profitability. Over recent quarters the company has seen revenue move from US$907.7 million in Q4 2024 to US$911.3 million in Q1 2025 and US$934.8 million in Q1 2026, while quarterly EPS has ranged from US$0.04 in Q4 2024 to...
NYSE:QUAD
NYSE:QUADCommercial Services

Quadgraphics (QUAD) Q1 Profitability Holds At US$6.2 Million Tests Leverage Bear Narratives

Quad/Graphics (QUAD) has opened 2026 with Q1 revenue of US$581 million and basic EPS of US$0.13, alongside net income of US$6.2 million, while trailing 12 month revenue sits at about US$2.4 billion with EPS of US$0.58 and net income of US$27.4 million. Over recent quarters the company has seen quarterly revenue move between US$571.9 million and US$708.4 million, while basic EPS has ranged from a small loss of roughly US$0.00 to US$0.23 and quarterly net income has fluctuated between a slight...
NYSE:LAD
NYSE:LADSpecialty Retail

Lithia Motors (LAD) Thin 2.2% Margin Tests Bullish Earnings Narrative Ahead Of Q1 2026

Lithia Motors (LAD) has put fresh numbers on the board for Q1 2026, coming off a 2025 finish where Q4 revenue was about US$9.2b with basic EPS of US$5.73 and net income of US$136.9m, while the trailing twelve months showed basic EPS of US$32.40 on revenue of roughly US$37.6b and net income of US$819.6m. Over the past few quarters investors have seen revenue move from US$9.2b in Q1 2025 to US$9.6b in Q3 2025 before landing at US$9.2b in Q4 2025, with quarterly basic EPS ranging between US$5.73...
NasdaqGS:WING
NasdaqGS:WINGHospitality

Is It Time To Reassess Wingstop (WING) After This Year’s Sharp Share Price Pullback

Wondering whether Wingstop at around US$171.26 per share still stacks up as good value or if the story has shifted? This article walks through the key signals behind the current pricing. The stock has seen a mixed run recently, with a 9.9% decline over the last 7 days, a 10.7% gain over the past month, and a 33.3% decline year to date. This may have changed how the market is pricing its risks and opportunities. Recent headlines around the restaurant and hospitality space, including changing...
NYSE:THG
NYSE:THGInsurance

Will THG’s Push for Revenue Acceleration After Mixed Quarter Reshape Hanover Insurance Group’s Narrative?

The Hanover Insurance Group recently reported quarterly results, following a prior quarter where it fell short on revenue expectations but exceeded earnings per share forecasts. With analysts looking for year-on-year revenue improvement of 6.2%, investors are watching whether Hanover can align top-line performance with its stronger profitability trends. We’ll now examine how this focus on revenue acceleration around the latest earnings report could influence Hanover’s broader investment...
NYSE:AKR
NYSE:AKRRetail REITs

Acadia Realty Trust Q1 2026 FFO Stability Tests Bullish Urban Retail Narratives

Acadia Realty Trust (AKR) opened 2026 with Q1 revenue of US$103.0 million and basic EPS of US$0.22, alongside trailing twelve month revenue of US$402.0 million and basic EPS of US$0.30, setting a clear baseline for how the business is currently earning its way. Over the past few quarters, revenue has ranged from US$92.8 million to US$106.7 million while basic EPS has swung between roughly US$0.01 and US$0.22, giving investors a mix of steady top line and shifting per share profitability that...
NasdaqCM:CELH
NasdaqCM:CELHBeverage

Celsius Soccer Push And Electric Vibe Flavor Test Investor Patience

Celsius Holdings launched a limited edition ELECTRIC VIBE Sparkling Tropical Freeze flavor as part of a soccer themed campaign. The release is tied to the inaugural Celsius Soccer Classic charity event in Los Angeles, featuring celebrity athletes and creators. The company is using this campaign to deepen its presence in sports and cultural marketing and to test new approaches to consumer engagement. Celsius Holdings, NasdaqCM:CELH, is putting more attention on lifestyle branding with this...
NasdaqGS:EXTR
NasdaqGS:EXTRCommunications

Extreme Networks (EXTR) Earnings Turn To Profit Challenging Lingering Bearish Narratives

Extreme Networks (EXTR) has just posted another quarter of positive results, with Q2 2026 revenue at US$317.9 million and basic EPS of US$0.06 on net income of US$7.9 million. Over the recent run of quarters, the company has seen revenue move from US$279.4 million in Q2 2025 to US$317.9 million in Q2 2026, while basic EPS has swung from a loss of US$0.08 in Q1 2025 to consistent positive territory in recent periods. This gives investors a cleaner read on how margins are holding up. See our...
NYSE:MTN
NYSE:MTNHospitality

Assessing Vail Resorts (MTN) Valuation After Prolonged Share Price Weakness

Recent trading in Vail Resorts (MTN) has drawn attention after a stretch of negative returns, including a decline over the past 3 months and multi-year total returns that remain well below recent highs for the stock. See our latest analysis for Vail Resorts. The latest share price of US$122.16 comes after a recent 1 day share price return of a 3.55% decline and a 90 day share price return of a 7.08% decline, while the 5 year total shareholder return of a 52.60% decline points to momentum that...
NasdaqGS:CFFN
NasdaqGS:CFFNBanks

Capitol Federal Financial (CFFN) Net Interest Margin Improvement Challenges Bearish Profitability Narratives

Capitol Federal Financial (CFFN) has reported Q2 2026 results that put the focus squarely on earnings and revenue, with basic EPS of US$0.16, quarterly net income of about US$20.3 million, and revenue of US$55.7 million, set against a 43.2% earnings increase over the past twelve months. Over the past few quarters, revenue has moved from US$46.2 million in Q4 2024 to US$48.8 million in Q2 2025, then to US$54.1 million in Q4 2025 and US$55.7 million in Q1 2026. Over the same period, basic EPS...
NYSE:UE
NYSE:UERetail REITs

Urban Edge Properties (UE) FFO Stability Tests Bullish Redevelopment Narratives

Urban Edge Properties (UE) has just wrapped up Q1 2026, reporting recent quarterly revenue figures ranging from US$112.4 million to US$120.1 million in 2025, basic EPS between US$0.07 and US$0.46, and trailing twelve month basic EPS of US$0.74. Over the past few quarters, revenue has moved from US$112.4 million in Q3 2024 to US$116.4 million in Q4 2024 and then to US$120.1 million in Q3 2025. Basic EPS has ranged from US$0.07 in Q3 2024 to US$0.24 in Q4 2024 and US$0.12 in Q3 2025, giving...
NYSE:PGR
NYSE:PGRInsurance

A Look At Progressive (PGR) Valuation As Shares Trade Near Recent Lows

Progressive (PGR) is back on investors’ radar after recent trading left the stock around $200.66, with returns over the past year, month and past 3 months all in negative territory. See our latest analysis for Progressive. With the share price at $200.66 and recent 7 day and 90 day share price returns both negative, short term momentum looks weak. However, the 3 year total shareholder return of 75.60% and 5 year total shareholder return of 116.20% still point to a much stronger longer term...
NYSE:PEB
NYSE:PEBHotel and Resort REITs

Pebblebrook Hotel Trust (PEB) FFO Resilience Versus Losses Tests Bullish Cash Flow Narrative

Pebblebrook Hotel Trust (PEB) opened Q1 2026 with total revenue of US$345.7 million, a basic EPS loss of US$0.26, and Funds From Operations of US$29.6 million, setting a clear snapshot of how the portfolio is currently performing. Over recent quarters, revenue has ranged from US$320.3 million in Q1 2025 up to US$407.5 million in Q2 2025, while EPS has moved between a loss of US$0.51 in Q4 2024 and a small profit of US$0.06 in Q2 2025. This gives investors a mixed picture of margins across the...
NasdaqGS:MGPI
NasdaqGS:MGPIBeverage

MGP Ingredients (MGPI) Trailing US$106.5 Million Loss Tests Bullish Margin Recovery Narratives

MGP Ingredients (MGPI) has just put Q1 2026 under the microscope, with recent quarters showing revenue moving from US$161.5 million in Q3 2024 to US$130.9 million in Q3 2025, and basic EPS shifting from US$1.07 to US$0.71 over the same period. Q4 2025 came in at US$138.3 million of revenue and a basic EPS loss of US$6.22. Over the trailing twelve months to Q4 2025, revenue was US$536.4 million and basic EPS was a loss of US$4.99. This sets up Q1 2026 as a check on whether margins are...
NasdaqGS:VRNS
NasdaqGS:VRNSSoftware

Varonis Systems (VRNS) Q1 Loss Widens And Tests Bullish Margin Improvement Narrative

Varonis Systems (VRNS) opened Q1 2026 with revenue of US$173.1 million, basic EPS of US$0.32 loss, and trailing twelve month basic EPS of US$1.13 loss on revenue of US$660.2 million. This keeps the focus squarely on how quickly margins can improve from here. The company has seen quarterly revenue move from US$136.4 million in Q1 2025 to US$173.1 million in Q1 2026, while quarterly basic EPS stayed in loss territory across that period, so the current release is all about whether growing sales...
NasdaqGS:SBCF
NasdaqGS:SBCFBanks

Seacoast Banking Corporation Of Florida Q1 EPS Compression Tests Bullish Growth Narrative

Seacoast Banking Corporation of Florida (SBCF) opened 2026 with Q1 total revenue of US$163.1 million and basic EPS of US$0.31, alongside net income excluding extra items of US$29.8 million. This sets a clear marker for how the year is starting. Over recent quarters, the company has seen total revenue move from US$129.2 million in Q4 2024 to US$171.0 million in Q4 2025 and US$163.1 million in Q1 2026. Basic EPS has ranged from US$0.40 in Q4 2024 to US$0.37 in Q1 2025 and US$0.31 in Q1 2026,...
NasdaqGS:TRMB
NasdaqGS:TRMBSoftware

Trimble’s Claude Powered SketchUp AI Puts Growth Hopes To The Test

Trimble has introduced an AI powered integration for SketchUp using Anthropic's Claude model. The tool allows users to generate 3D models from conversational language prompts and reference images. The rollout is designed to make SketchUp more accessible to both design professionals and new users. For investors tracking NasdaqGS:TRMB, this launch sits against a mixed share price backdrop. The stock is trading at $66.3, with a 6.0% return over the past 30 days and a 6.7% return over the past...
NYSE:KRC
NYSE:KRCOffice REITs

Kilroy Realty (KRC) Q1 FFO Slide Tests Long Held Bullish Narratives

Kilroy Realty (KRC) opened 2026 with Q1 revenue of US$270.1 million, a basic EPS loss of US$0.16, and funds from operations of US$108.8 million, setting a clear tone for how income focused investors may view the quarter. The company has seen revenue move from US$270.8 million in Q1 2025 to US$270.1 million in Q1 2026, while basic EPS shifted from a profit of US$0.33 to a loss of US$0.16 over the same period, with FFO stepping down from US$122.3 million to US$108.8 million. With margins framed...
NasdaqGS:RCKY
NasdaqGS:RCKYLuxury

Rocky Brands (RCKY) Q1 EPS Slide Challenges Recent Bullish Earnings Narrative

Rocky Brands (RCKY) opened 2026 with Q1 revenue of US$124.4 million and basic EPS of US$0.17, setting a clear reference point against a year where trailing twelve month revenue sits at US$492.3 million and EPS at US$2.48. Over recent quarters, revenue has moved from US$114.1 million in Q1 2025 to US$139.7 million in Q4 2025 before landing at US$124.4 million in Q1 2026, while quarterly basic EPS ranged from US$0.48 to US$0.96 in 2025 ahead of the latest US$0.17 print. With net profit margin...
NasdaqGS:RVSB
NasdaqGS:RVSBBanks

Riverview Bancorp (RVSB) Quarterly Loss And Revenue Slump Challenge Bullish Margin Narratives

Riverview Bancorp (RVSB) closed FY 2026 with a mixed final quarter, reporting Q4 revenue of US$1.0 million and a loss of US$8.0 million, which translated to EPS of US$0.39. Over the past few quarters, the company has seen revenue move from US$12.6 million in Q4 FY 2025 to US$13.9 million in Q3 FY 2026. Quarterly EPS shifted from US$0.05 to US$0.07 before the recent negative print, setting up a contrasting picture between earlier profitability and the latest setback. With trailing net margin...
NYSE:IR
NYSE:IRMachinery

A Look At Ingersoll Rand (IR) Valuation After Recent Share Price Weakness

Ingersoll Rand (IR) shares recently traded around US$77.46 after a mixed stretch, with a 1 day return of about a 4.6% decline, a 7 day return near a 7.5% decline, and a modest gain over the past month. See our latest analysis for Ingersoll Rand. The recent 1 day and 7 day share price declines sit against a softer 90 day share price return of about a 13% decline, while the 1 year total shareholder return of roughly 2.8% and 3 year total shareholder return near 37% point to stronger longer term...