U.S. Consumer Durables Stock News

NYSE:CHD
NYSE:CHDHousehold Products

Church And Dwight 2026 Product Push Tests Growth And Margin Story

Church & Dwight (NYSE:CHD) announced a broad slate of new product launches planned for 2026 across several core brands. The lineup includes THERABREATH toothpaste, ARM & HAMMER Dual Defense cat litter and a new fresh laundry detergent, HERO acne cleansers and Mighty Shield, and a material change in TROJAN condoms. The 2026 portfolio expansion targets a range of consumer needs in oral care, household care, acne care, and sexual health products. Church & Dwight, the consumer products company...
NYSE:CXM
NYSE:CXMSoftware

Is Sprinklr (CXM) Now Attractive After Recent Share Price Weakness?

If you are wondering whether Sprinklr's current share price reflects its true worth, you are not alone. Many investors are asking the same question before making their next move. The stock has recently been under pressure, with a 6.0% decline over the last week, a 21.4% decline over the last month, and a 30.9% decline over the past year. This weaker share price performance sits alongside ongoing attention on Sprinklr's position in customer experience software and how it stacks up against...
NYSE:GRC
NYSE:GRCMachinery

Gorman-Rupp (GRC) Margin Improvement To 7.8% Reinforces Bullish Earnings Narratives

Gorman-Rupp (GRC) FY 2025 earnings snapshot Gorman-Rupp (GRC) closed out FY 2025 with Q4 revenue of US$166.6 million and basic EPS of US$0.52, setting the tone for a year where trailing twelve month revenue reached US$682.4 million and EPS came in at US$2.02. Over the past several quarters, the company has seen revenue move from US$162.7 million in Q4 2024 to US$166.6 million in Q4 2025, while quarterly EPS shifted from US$0.42 to US$0.52. These results sit on top of earnings growth of 32.2%...
NYSE:YUM
NYSE:YUMHospitality

Yum! Brands Pizza Hut Review Puts Closures Valuation And Debt In Focus

Yum! Brands (NYSE:YUM) plans to close 250 underperforming Pizza Hut locations across the US as part of a broader business review. The company is evaluating options for Pizza Hut, including a potential sale of the brand. The review also covers technology upgrades and updated franchise agreements across the Pizza Hut system. Yum! Brands, the owner of KFC, Taco Bell and Pizza Hut, sits at the center of the global quick service restaurant market, where digital ordering, delivery and off premise...
NYSE:MTB
NYSE:MTBBanks

A Look At M&T Bank (MTB) Valuation As Jeff Carpenter Takes Massachusetts Leadership Role

M&T Bank (MTB) recently appointed Jeff Carpenter as Regional President of Massachusetts, a leadership change that puts fresh attention on how its Boston centered operations fit into the broader investment case for the stock. See our latest analysis for M&T Bank. The leadership change in Massachusetts comes as M&T Bank's share price has been firming, with a 12.44% 30 day share price return and a 26.43% 90 day share price return. Its 1 year total shareholder return of 22.38% sits alongside a...
NYSE:MLM
NYSE:MLMBasic Materials

Is It Too Late To Consider Martin Marietta Materials (MLM) After Strong Multi‑Year Share Gains?

If you are wondering whether Martin Marietta Materials at around US$690 a share still offers value, this article will walk through what the current price really implies. The stock has recently recorded returns of 5.8% over 7 days, 3.5% over 30 days, 8.8% year to date, 28.8% over 1 year, 100.0% over 3 years and 115.2% over 5 years. This naturally raises questions about how much of the story is already reflected in the price. Recent attention on infrastructure and construction materials...
NasdaqGM:SHLS
NasdaqGM:SHLSElectrical

Does Shoals Technologies Group's (SHLS) Patent Win Reveal a Durable Competitive Moat in Solar Hardware?

Shoals Technologies Group recently received a favorable initial determination from the U.S. International Trade Commission, which found that Voltage, LLC infringed Shoals’ patented Big Lead Assembly solutions used in utility scale solar projects and, if the ruling is upheld, could block importation of the infringing products. This development underscores the commercial importance of Shoals’ intellectual property in solar energy infrastructure and highlights how patent enforcement can shape...
NasdaqGS:CRNC
NasdaqGS:CRNCSoftware

Do Cerence’s (CRNC) Fixed License Deals Quietly Reshape Its Longer-Term Revenue Quality Story?

Cerence Inc. recently reported first-quarter 2026 results, with revenue rising to US$115.08 million and net loss narrowing to US$5.24 million, while also issuing guidance for the second quarter and reaffirming its full-year 2026 outlook. An interesting angle is management’s expectation of US$5 million in fixed license contracts within second-quarter revenue, highlighting the role of contractual deals in its near-term performance mix. Next, we’ll examine how Cerence’s reaffirmed full-year...
NasdaqGS:ROIV
NasdaqGS:ROIVBiotechs

Roivant Sciences (ROIV) Q3 Loss Of US$265.9 Million Tests Bullish Profitability Narrative

Roivant Sciences (ROIV) just posted its Q3 2026 numbers with total revenue of about US$2.0 million and a basic EPS loss of US$0.38, alongside a net income loss, excluding extra items, of US$265.9 million. The company has seen quarterly revenue move from US$9.0 million in Q3 2025 to US$2.0 million in Q3 2026, while basic EPS shifted from a loss of US$0.22 to a loss of US$0.38 over the same period. This sets the scene for investors to weigh near term revenue scale against the size of ongoing...
NYSE:MTD
NYSE:MTDLife Sciences

Mettler Toledo (MTD) Q4 EPS Strength Reinforces Premium Valuation Narratives

Mettler Toledo International (MTD) has wrapped up FY 2025 with fourth quarter revenue of US$1.1b and basic EPS of US$14.02, alongside trailing twelve month revenue of US$4.0b and EPS of US$42.17 that frame the latest numbers in a fuller yearlong context. Over recent quarters the company has seen revenue move from US$954.5m in Q3 2024 to US$1.0b in Q3 2025 and US$1.1b in Q4 2025, while quarterly EPS has tracked from US$10.01 to US$10.60 and then US$14.02. This sets up a picture where investors...
NYSE:DT
NYSE:DTSoftware

Is There Now An Opportunity In Dynatrace (DT) After The Recent Share Price Slump

If you are wondering whether Dynatrace is attractively priced after a rough stretch, this article will walk you through what the current share price might be implying about the company. The stock closed at US$33.71, with returns of an 11.5% decline over the last 7 days, a 20.3% decline over the last 30 days, a 20.4% decline year to date and a 43.7% decline over the last year, as well as a 22.2% decline over 3 years and a 37% decline over 5 years. These moves have kept Dynatrace on many...
NYSE:GWRE
NYSE:GWRESoftware

Is Guidewire Software (GWRE) Pricing Look Attractive After Recent Share Price Slide

If you are wondering whether Guidewire Software is starting to look interesting at today's price, you are not alone. Many investors are asking if the current level lines up with the company’s underlying value. The stock last closed at US$128.19, after a 7 day return of 8.9% decline, a 30 day return of 30.8% decline and a year to date return of 31.7% decline, while the 1 year return sits at 40.0% decline and the 3 year return at 73.6%. Recent news coverage has largely focused on Guidewire’s...
NYSE:COLD
NYSE:COLDIndustrial REITs

Americold Resets Finance And Governance Team After Prolonged Share Price Slide

Americold Realty Trust (NYSE:COLD) has announced that Christopher Papa will be appointed Chief Financial Officer, succeeding Jay Wells. Scott Henderson will serve as interim CFO during the transition period. The company is also expanding the responsibilities of Chief Legal Officer Nathan Harwell as part of a broader executive realignment. For investors watching NYSE:COLD, this leadership reshuffle comes after a challenging share price stretch, with the stock at $12.66 and showing a 38.0%...
NasdaqGS:VNET
NasdaqGS:VNETIT

Is VNET Group (VNET) Pricing Reflect Recent Data Center Momentum Fairly?

If you are wondering whether VNET Group shares are offering fair value at around US$11.20, you are not alone. This article is set up to help you frame that question clearly. The stock has returned 6.4% over the last 7 days, 7.5% over 30 days, 22.9% year to date and 24.4% over 1 year, while the 5 year return of 73.1% paints a different picture for longer term holders. Recent coverage of VNET Group has focused on its position in data center and cloud related services, as investors weigh how...
NYSE:LVS
NYSE:LVSHospitality

Las Vegas Sands (LVS) Q4 Revenue Growth Tests Bullish Community Narratives On Profit Margins

Las Vegas Sands (LVS) closed out FY 2025 with Q4 revenue of US$3.6b and basic EPS of US$0.59, alongside net income of US$395m that helped lift its trailing twelve month totals to US$13.0b of revenue and US$1.63b of net income. The company has seen quarterly revenue move from US$2.9b in Q4 2024 to US$3.6b in Q4 2025, while basic EPS over that span went from US$0.45 to US$0.59. This sets up a story where investors are weighing that earnings profile against slightly softer net margins. See our...
NYSE:MSA
NYSE:MSACommercial Services

MSA Safety Refrigerant Launch At AHR Expo Ties To Valuation Debate

MSA Safety is introducing new refrigerant management and monitoring solutions at the upcoming AHR Expo. The lineup includes the MSA Bacharach X30 and X50 monitors, focused on refrigerant detection and compliance support for HVAC-R applications. The products address regulatory and sustainability requirements around refrigerant use and leak detection. For investors tracking NYSE:MSA, this product news connects directly to the company’s focus on safety and compliance technologies across...
NasdaqGS:HLNE
NasdaqGS:HLNECapital Markets

Is Hamilton Lane’s (HLNE) Higher Dividend Redefining Its Capital Allocation Story?

Hamilton Lane reported past third-quarter 2025 results with revenue rising to US$198.59 million and net income to US$58.37 million, alongside higher earnings per share versus a year earlier. The firm also announced a 10% increase in its target full-year dividend to US$2.16 per share, highlighting its focus on returning cash to shareholders while growing fee-related revenues from its evergreen platform and Guardian partnership. Next, we’ll examine how Hamilton Lane’s earnings momentum,...
NasdaqGS:HST
NasdaqGS:HSTHotel and Resort REITs

What Host Hotels & Resorts (HST)'s Turtle Bay Deal, Lawsuit and $400M Notes Issuance Mean For Shareholders

Host Hotels & Resorts recently acquired the 450-room Turtle Bay Resort and a 49-acre development-entitled parcel, while facing a lawsuit challenging Honolulu’s approval of a new hotel there based on an allegedly outdated environmental impact report. Alongside this, the company reported quarterly earnings that surpassed expectations and successfully priced a US$400 million senior notes offering due 2028, underscoring both operational momentum and expanded financing capacity despite emerging...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Texas Instruments (TXN) Margin Slip To 28.1% Tests Bullish Recovery Narratives

Texas Instruments FY 2025 Earnings Snapshot Texas Instruments (TXN) has wrapped up FY 2025 with Q4 revenue of US$4.4b and basic EPS of US$1.27, alongside trailing twelve month revenue of US$17.7b and EPS of US$5.47 that frame the latest quarter in a broader earnings run rate. Over recent periods, the company has seen quarterly revenue move from US$4.0b in Q4 2024 to US$4.1b in Q3 2024 and then to US$4.4b in Q4 2025, while basic EPS shifted from US$1.31 to US$1.48 and then to US$1.27. This...
NYSE:CIEN
NYSE:CIENCommunications

Is It Too Late To Consider Ciena (CIEN) After A 202% One Year Surge?

If you are wondering whether Ciena's share price still offers value after a strong run, this article will walk through what the current number actually implies. Over the last week the stock returned 7.7%, with 17.7% over 30 days, 10.3% year to date and 202.4% over the past year. These recent moves may have changed how you think about its risk and return trade off. Recent news around Ciena has focused on its role in high capacity networking and telecommunications equipment, with attention on...
NasdaqGS:DCOM
NasdaqGS:DCOMBanks

A Look At Dime Community Bancshares (DCOM) Valuation After Earnings Beat And New Capital Actions

Dime Community Bancshares (DCOM) has paired stronger than expected fourth quarter 2025 results with two capital actions: a new share repurchase plan and the planned redemption of subordinated debentures funding, both aimed at shareholders. See our latest analysis for Dime Community Bancshares. The stock’s recent momentum has been strong, with a 36.36% 90 day share price return and 21.29% year to date share price return, while the 5 year total shareholder return sits at 60.91%. If Dime...
NYSE:TDC
NYSE:TDCSoftware

Is Teradata (TDC) Offering An Opportunity After Multi Year Share Price Weakness

If you are wondering whether Teradata's share price reflects its true worth or if the market is missing something, you are in the right place for a closer look at value. The stock last closed at US$27.47, with returns of a 3.7% decline over 7 days, 13.5% decline over 30 days, 7.5% decline year to date, 11.0% decline over 1 year, 19.8% decline over 3 years and 44.3% decline over 5 years. Recent coverage has focused on how Teradata positions itself as a data and analytics provider in a crowded...
NYSE:USAC
NYSE:USACEnergy Services

Assessing USA Compression Partners (USAC) Valuation After Recent Share Price Strength and Long Term Returns

Recent performance snapshot USA Compression Partners (USAC) has drawn attention after a recent share price move, with the stock showing positive returns over the past month and past 3 months, while its 1 year total return is roughly flat. See our latest analysis for USA Compression Partners. The recent 1 month share price return of 5.23% and 3 month share price return of 12.37% at a last close of US$26.35 sit alongside a roughly flat 1 year total shareholder return. The 3 year and 5 year...
NYSE:ELV
NYSE:ELVHealthcare

How Investors Are Reacting To Elevance Health (ELV) Slower EPS, Higher Dividend And 2026 Guidance

Elevance Health has released its fourth quarter and full-year 2025 results, reporting full-year revenue of US$199.13 billion, net income of US$5.66 billion, new 2026 earnings guidance, a first-quarter 2026 dividend of US$1.72 per share, and continued share repurchases. Despite higher revenue, full-year earnings per share and profit margins eased, while the company still returned cash through dividends and buybacks. We will now examine how Elevance Health’s slower earnings progression...