U.S. Consumer Durables Stock News

In early January, Barclays began covering Apple Hospitality REIT, Inc. with a positive rating, emphasizing the REIT’s focus on operational efficiency, cost controls, and upgrading its hotel portfolio to newer assets that have supported steadier occupancy performance. This attention has reinforced Apple Hospitality REIT’s positioning as an income-oriented hotel owner, appealing to investors seeking recurring dividends linked to broad U.S. travel demand rather than rapid share price moves...

AXIS Capital Holdings (NYSE:AXS) reported record annual results, with its insurance segment posting strong underwriting profitability and improved operational efficiency. The company recorded its strongest combined ratio in more than a decade and double-digit book value growth over the year. Management highlighted investments in technology and AI, along with expansion into new specialty business lines, as key contributors to the latest performance. For you as an investor, the headline is...

Why Northern Oil and Gas (NOG) Is Back in Focus Recent commentary around Northern Oil and Gas (NOG) has zeroed in on its non operated model, recent debt extensions, balance sheet moves, and selective acquisitions. Taken together, these factors are reshaping how some investors view the stock. See our latest analysis for Northern Oil and Gas. At a share price of $24.44, Northern Oil and Gas has seen an 11.04% year to date share price return and a 16.21% 30 day share price return, even as its 1...

U.S. Senator Elizabeth Warren has opened a probe into auto lending practices, highlighting concerns about illegal and mistaken car repossessions. Ally Financial (NYSE:ALLY) is among the auto lenders under scrutiny in this federal inquiry. The review focuses on how lenders handle delinquencies, repossessions, and customer disclosures in auto finance. For Ally Financial, auto lending is a core business line, so any federal attention on repossession practices is directly relevant to how the...

Latest FY 2025 headline numbers Victory Capital Holdings (VCTR) closed FY 2025 with fourth quarter revenue of US$374.1 million and basic EPS of US$1.33, while trailing twelve month revenue reached US$1.3 billion and EPS came in at US$4.13. Over recent quarters, revenue has moved from US$219.6 million in Q1 2025 to US$351.2 million in Q2, US$361.2 million in Q3 and US$374.1 million in Q4, with basic EPS over the same stretch of US$0.94, US$0.71, US$1.12 and US$1.33 respectively. With trailing...

BOK Financial Corporation recently declared a cash dividend of US$0.63 per share on its common stock, payable on or about March 5, 2026, to shareholders of record as of February 19, 2026. This continued pattern of cash returns highlights management’s focus on income distribution, which may be especially relevant for yield-oriented shareholders. We’ll now examine how this continued dividend commitment shapes BOK Financial’s investment narrative, particularly for investors focused on steady...

Pomerantz LLP has launched an investigation into Teleflex (NYSE:TFX) for potential securities violations or unlawful business practices. The review follows the abrupt departure of Chairman, President, and CEO Liam Kelly, who left the company suddenly. The combination of a leadership shake up and legal scrutiny represents a material development for Teleflex shareholders. Teleflex is a medical technology company that supplies devices used in critical care and surgical settings, so leadership...

PennyMac Mortgage Investment Trust recently reported past fourth-quarter 2025 results, with net income rising to US$52.36 million and diluted earnings per share increasing to US$0.48 from US$0.41 a year earlier, while full-year net income and earnings per share declined versus 2024. This contrast between stronger quarterly performance and weaker full-year earnings, alongside ongoing pressure on tangible book value, highlights how mortgage sector conditions continue to weigh on the trust’s...

What triggered the latest focus on Tronox Holdings (TROX)? Tronox Holdings (TROX) just paired higher fourth quarter 2025 revenue guidance of US$730 million with plans to permanently close its TiO2 plant in Fuzhou, China, highlighting both growth expectations and a shift in its cost base. See our latest analysis for Tronox Holdings. The guidance upgrade and Fuzhou closure come after a sharp 102.05% 90 day share price return and 61.83% year to date gain, even though the 1 year total shareholder...

Xcel Energy (NasdaqGS:XEL) has entered new alliances with GE Vernova and NextEra Energy to expand renewable energy infrastructure and support growing power needs from data centers. The company is also advancing the proposed PowerOn Midwest transmission line to connect new energy sources to the grid and support regional reliability. These agreements include work on gas and wind turbines, grid modernization, AI applications, and added capacity for large data center customers. Xcel Energy,...

If you are looking at On Holding and wondering whether the current share price still represents good value, it helps to break the story into what the stock has done and how that lines up with what it might be worth. The share price closed at US$42.92, with returns of a 4.7% decline over 7 days, a 12.5% decline over 30 days, an 8.6% decline year to date, a 28.1% decline over 1 year and a 102.6% gain over 3 years. This can leave the stock feeling very different depending on your time...

In November 2025, Tutor Perini Corporation reported strong third-quarter and year-to-date results, prompting its Board to declare a quarterly cash dividend and authorize a US$200 million share repurchase program while raising 2025 earnings guidance. The combination of a new dividend, sizable buyback, and guidance increase against a record construction backlog signals management’s confidence in the company’s cash generation and project pipeline. Next, we will examine how the new US$200...

If you are wondering whether Corvus Pharmaceuticals at US$19.06 is still offering value after a strong run, the key question now is how that price stacks up against what the business might be worth. The stock has been very volatile recently, with a 30 day return of 185.3%, a 1 year return of 253.6%, and a 3 year return that is well over 7x, even though the last 7 days saw a 9.0% decline. That mix of sharp gains and a recent pullback often lines up with shifting expectations around the...

Century Aluminum and Emirates Global Aluminium plan to build a major new aluminum smelter in Oklahoma, described as the first large scale U.S. facility of its kind in nearly 50 years. The company has agreed to sell its Hawesville, Kentucky site for redevelopment into a large digital infrastructure and AI data campus. Together, these moves reshape how Century Aluminum uses key assets and expand its role in U.S. industrial supply chains. For investors watching NasdaqGS:CENX, these...

Yum China Holdings (NYSE:YUMC) reported strong Q4 and full-year 2025 results, with solid revenue and profit performance. The company announced a 21% increase in its cash dividend, signaling a higher level of cash being returned to shareholders. Yum China continued rapid expansion, adding over 1,700 net new stores in 2025 and outlining further growth plans with more emphasis on franchising. For investors tracking NYSE:YUMC, the news comes at a time when the share price is $55.67 and recent...

If you are wondering whether Match Group's current share price reflects its underlying value, you are not alone and this article will walk through what the numbers actually say. Match Group's share price closed at US$30.85, with returns of a 1% decline over the past week, a 5.3% decline over the past month and a 2.8% decline year to date, alongside a 6.6% decline over 1 year, a 29.5% decline over 3 years and an 81.3% decline over 5 years. These moves sit against a backdrop of ongoing...

In late 2025, Union Pacific announced a landmark agreement with Westinghouse Air Brake Technologies (Wabtec) worth US$1.20 billion to modernize its AC4400 locomotive fleet, extending asset life while improving efficiency, reliability and digital capabilities across more than 1,700 units with deliveries starting in 2027. This deal, described as the largest locomotive modernization investment in rail industry history, underscores how freight railroads are using technology upgrades rather than...

If you are wondering whether Teradyne's current share price still reflects fair value, you are not alone. Many investors are asking whether the recent run leaves much upside on the table. The stock last closed at US$271.13, with returns of 12.5% over 7 days, 21.9% over 30 days, 30.6% year to date, 140.5% over 1 year, 160.2% over 3 years and 94.3% over 5 years, which naturally raises questions about what is already priced in. Recent attention on Teradyne has centered on its role in the...

Dillard's (DDS) recently reported a Q3 update with revenue up 2.7% year over year and earnings above analyst expectations. Management also highlighted sales momentum that it expects to carry through the holiday season. See our latest analysis for Dillard's. Despite the latest share price of $635.51 and a 1 day share price return of 2.68% decline, Dillard's has a 1 year total shareholder return of 40.67% and a very large 5 year total shareholder return. This suggests long term holders have...

Event context and recent stock performance WeShop Holdings (WSHP) has recently been in focus after a sharp move in its share price, with the stock closing at $52.51 and recording a 1 day return of 0.11%. Over the past week, the stock shows a 19.22% decline, while the past month return stands at a 39.66% decline. This is prompting investors to reassess how this social e commerce platform’s fundamentals align with recent trading. See our latest analysis for WeShop Holdings. That sharp 39.66% 1...

In recent months, Navitas Semiconductor has been shifting away from its mobile and consumer operations toward higher-margin AI infrastructure and industrial electrification applications, even as this transition has weighed on near-term revenue. An important angle for investors is how Navitas’ partnerships, including with Nvidia and major EV and PC makers, could reshape its role across AI and data center supply chains. Next, we’ll examine how this renewed focus on AI infrastructure and...

Embecta's Q1 2026 Earnings Snapshot Embecta (EMBC) opened its fiscal 2026 with Q1 revenue of US$261.2 million, basic EPS of US$0.75 and net income of US$44.1 million, providing a clear view of how its core diabetes-care franchise is tracking. The company reported quarterly revenue of US$261.9 million in Q1 2025 compared with US$261.2 million in Q1 2026, while basic EPS moved from US$0.25 in Q4 2024 to US$0.75 in the latest quarter, giving investors a new perspective on earnings power as...

Why UFP Industries’ recent trends are back in focus UFP Industries (UFPI) is back under the microscope after ongoing declines in unit sales, earnings per share, and returns on capital over the past two years raised fresh questions about the durability of its profit drivers. See our latest analysis for UFP Industries. At a share price of $112.72, UFP Industries has seen strong recent momentum, with a 30 day share price return of 18.82% and a 90 day share price return of 22.52%. This comes even...

Vicor (NasdaqGS:VICR) reports a surge in high margin IP licensing and royalty revenue following favorable International Trade Commission (ITC) rulings. The ITC outcomes support Vicor's efforts to monetize its power conversion intellectual property across a broader set of industry partners. These developments point to a potential inflection in Vicor's business model, with licensing now playing a larger role alongside product sales. For you as an investor, the key point is that Vicor is known...