U.S. Consumer Durables Stock News

NYSE:WKC
NYSE:WKCOil and Gas

World Kinect Turnaround Focuses On Core Profitability And Shareholder Returns

World Kinect (NYSE:WKC) is advancing its turnaround by divesting non-profitable land divisions. The company is also pursuing aggressive share repurchases to reduce its share float. These actions represent a clear shift in how WKC is shaping its business mix and capital allocation. World Kinect, known for its energy and related services, is reshaping its portfolio by exiting land operations that are not profitable. For you as an investor, that means the business mix could lean more toward...
NasdaqGS:CNOB
NasdaqGS:CNOBBanks

ConnectOne Bancorp (CNOB) Balances Rising Net Interest Income And Charge-Offs What Does The Dividend Signal?

In late January 2026, ConnectOne Bancorp reported past fourth-quarter and full-year 2025 results, with net interest income rising to US$106.6 million for the quarter and US$353.25 million for the year, alongside higher net loan charge-offs of US$4.78 million. The bank also grew annual net income to US$80.44 million while basic earnings per share from continuing operations edged lower, and it affirmed cash dividends on both common and preferred stock. We’ll now look at how the stronger...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Is It Too Late To Consider Carvana (CVNA) After A 7x Three Year Surge?

If you are wondering whether Carvana's share price still makes sense after everything it has been through, or if the value case is already stretched, you are not alone in asking that question. The stock last closed at US$403.67, with a 0.6% return over 7 days, a 10.5% decline over 30 days, a 0.9% return year to date, a 52.9% return over 1 year and a very large 3 year gain that is well over 7x, while the 5 year return sits at 36.4%. Recent headlines around Carvana have focused on its business...
NYSE:RL
NYSE:RLLuxury

Ralph Lauren (RL) Margin Improvement Reinforces Bullish Earnings Narrative Despite Slower Growth Forecasts

Ralph Lauren (RL) has just posted its Q3 2026 numbers, with revenue of US$2.4 billion and basic EPS of US$5.92, supported by net income of US$361.6 million. The company has seen revenue move from US$2.1 billion in Q3 2025 to US$2.4 billion in Q3 2026, while basic EPS shifted from US$4.76 to US$5.92 over the same period. This gives investors a clear view of how the top line and per share earnings are tracking together. With net margin sitting at 11.7% versus 10.1% last year, the story this...
NYSE:ENR
NYSE:ENRHousehold Products

Energizer Holdings (ENR) Q1 Loss Challenges Bullish Margin And Earnings Growth Narratives

Energizer Holdings (ENR) just posted Q1 2026 results with revenue of US$778.9 million and a basic EPS loss of US$0.05, while trailing twelve month EPS sits at US$3.05 on revenue of about US$3.0 billion. Over recent quarters the company has seen quarterly revenue move from US$731.7 million in Q1 2025 to US$832.8 million in Q4 2025 before landing at US$778.9 million in Q1 2026, with basic EPS ranging from US$0.31 to US$2.16 ahead of this latest small loss. With a trailing net margin of 7.1% and...
NasdaqGS:UDMY
NasdaqGS:UDMYConsumer Services

Udemy (UDMY) TTM Profitability Supports Bullish Earnings Growth Narrative Despite Q4 EPS Loss

Udemy (UDMY) just wrapped up FY 2025 with Q4 revenue of US$194 million and a basic EPS loss of US$0.02, while trailing twelve month EPS came in at US$0.03 on net income of US$3.8 million and revenue of US$789.8 million. Over the past few quarters, the company has seen quarterly revenue move between US$193.9 million and US$200.3 million, with basic EPS ranging from a loss of US$0.02 to a profit of US$0.04. Investors now have a cleaner view of how recent profitability sits against the prior...
NYSE:SIG
NYSE:SIGSpecialty Retail

U.S. India Tariff Cut Puts Focus On Signet Jewelers Margins And Valuation

The U.S. and India have agreed to reduce tariffs on Indian imports into the U.S. This tariff change is expected to affect companies that source inventory from India, including Signet Jewelers (NYSE:SIG). The agreement is seen as directly relevant to Signet’s cost of goods and overall profitability profile. Signet Jewelers, which operates well known jewelry retail banners in the U.S. and abroad, sources a significant portion of its inventory from India. For a business that depends heavily on...
NasdaqCM:VRRM
NasdaqCM:VRRMProfessional Services

Should New Toll Deal and US Grant Limits on Speed Cameras Require Action From Verra Mobility (VRRM) Investors?

In late January 2026, Verra Mobility announced a partnership with Italy’s Locauto Group to provide electronic toll payment solutions across more than 100 rental locations, while the U.S. Department of Transportation issued updated guidance limiting federal safety grants for speed cameras outside school or work zones, affecting its Government Solutions business. Together with Verra Mobility’s continued recognition as a GovTech 100 Company for 2026, these developments highlight both growing...
NasdaqGS:PWP
NasdaqGS:PWPCapital Markets

Perella Weinberg Partners (PWP) Profitability Turn Faces Rich 43.7x P/E Narrative Test

Perella Weinberg Partners (PWP) closed FY 2025 with fourth quarter revenue of US$219.2 million and basic EPS of US$0.14, alongside net income of US$9.4 million, putting hard numbers around its recent turn into profitability over the last 12 months. The firm has seen quarterly revenue move from US$211.8 million in Q1 2025 to US$164.6 million in Q3 2025 and then to US$219.2 million in Q4 2025. Basic EPS over the same period ran from US$0.28 to US$0.09 and then US$0.14, setting up a picture of a...
NYSE:UNM
NYSE:UNMInsurance

Unum Group Q4 Margin Compression Challenges Bullish Earnings Growth Narratives

Unum Group (UNM) has just wrapped up FY 2025 with Q4 revenue of US$3.2b and basic EPS of US$1.04, alongside net income of US$174.1m, setting the tone for a year where trailing 12 month revenue reached US$13.1b and EPS came in at US$4.28. Over recent quarters, revenue has held in a tight band between US$3.1b and US$3.4b while quarterly EPS has ranged from US$0.23 to US$1.93, giving investors a clear view of how earnings have tracked against a relatively steady top line. With the trailing net...
NYSE:THR
NYSE:THRElectrical

Thermon Group Holdings Q3 Margin Strength Reinforces Bullish Narratives On Profitability

Thermon Group Holdings (THR) has put up a solid Q3 2026 print, with revenue of US$147.3 million, basic EPS of US$0.56 and net income of US$18.3 million setting the tone for its latest update. The company has seen quarterly revenue move from US$114.6 million in Q2 2025 to US$134.4 million in Q3 2025 and then to US$147.3 million in Q3 2026, while EPS tracked from US$0.28 to US$0.55 and now US$0.56, which gives you a clear sense of how the top and bottom line have been scaling together. With...
NYSE:DKL
NYSE:DKLOil and Gas

Assessing Delek Logistics Partners (DKL) Valuation After Its New Quarterly Cash Distribution Announcement

Dividend announcement and key details Delek Logistics Partners (DKL) has declared a fourth quarter 2025 cash distribution of $1.125 per common limited partner unit, or $4.50 on an annualized basis, drawing fresh attention to its income profile. The distribution is scheduled to be paid on February 12, 2026, to unitholders of record as of February 5, 2026. This date also serves as the ex dividend date for the $1.125 cash payout. See our latest analysis for Delek Logistics Partners. The new...
NasdaqGS:ONC
NasdaqGS:ONCBiotechs

Assessing BeOne Medicines (ONC) Valuation After Analyst Support And Extended Oncology Collaboration

BeOne Medicines (ONC) is back in focus after InSysBio extended its collaboration with the company to apply mechanistic translational modeling, aimed at refining dose selection and clinical study design in oncology programs. See our latest analysis for BeOne Medicines. That extended collaboration and a run of supportive analyst commentary have come alongside firm share price momentum. A 1 month share price return of 6.01% and a 1 year total shareholder return of 58.35% signal strong recent...
NasdaqGM:STRT
NasdaqGM:STRTAuto Components

Strattec Security (STRT) Margin Improvement And 68.1% Earnings Growth Test Cautious Narratives

Strattec Security (STRT) opened its Q2 2026 scorecard with revenue of US$137.5 million and basic EPS of US$1.21, while trailing twelve month revenue stood at US$586.0 million and EPS at US$6.70, setting a clear earnings baseline for investors. Over recent quarters, the company has seen revenue move from US$129.9 million and EPS of US$0.33 in Q2 2025 to US$137.5 million and EPS of US$1.21 in Q2 2026, with intermediate quarters at US$144.1 million, US$152.0 million and US$152.4 million helping...
NasdaqGS:LQDT
NasdaqGS:LQDTCommercial Services

Liquidity Services (LQDT) Q1 EPS Stability Tests Bullish Earnings Growth Narrative

Liquidity Services (LQDT) opened Q1 2026 with revenue of about US$121.2 million and basic EPS of US$0.24, setting the tone with headline numbers that build on its recent earnings progress. Over the past five reported quarters, the company has seen revenue move between roughly US$106.9 million and US$122.3 million, while quarterly basic EPS ranged from about US$0.19 to US$0.25, with trailing twelve month EPS at roughly US$0.96. That backdrop of steady topline and earnings, alongside an...
NYSE:SPH
NYSE:SPHGas Utilities

Suburban Propane Partners (SPH) Margin Strength And EPS Jump Test Bearish Interest Coverage Concerns

Earnings snapshot and context Suburban Propane Partners (SPH) opened fiscal Q1 2026 with revenue of US$370.4 million and basic EPS of US$0.69, putting fresh numbers on the table for investors tracking its income focused story. The company has seen revenue move from US$373.3 million in Q1 2025 to US$370.4 million in Q1 2026, while basic EPS shifted from US$0.30 to US$0.69 over the same period, with trailing twelve month EPS at US$2.03 on revenue of about US$1.4 billion. Overall, the latest...
NYSE:SLGN
NYSE:SLGNPackaging

Is Silgan (SLGN) Quietly Rewriting Its Story Around High-Value Closures After Mixed 2025 Results?

Silgan Holdings Inc. has reported its fourth-quarter and full-year 2025 results, with quarterly sales rising to US$1,468.6 million but net income falling to US$18.2 million, while full-year sales increased to US$6.48 billion and net income edged up to US$288.4 million. Beneath the headline numbers, Silgan’s adjusted earnings, strong cash generation, and the successful integration of recent packaging acquisitions underscore growing importance of its higher-value dispensing and specialty...
NYSE:LADR
NYSE:LADRMortgage REITs

Ladder Capital (LADR) Net Margin Compression Tests Bullish Growth Narratives

Ladder Capital (LADR) has wrapped up FY 2025 with fourth quarter total revenue of US$50.5 million and basic EPS of US$0.13, capping a year in which quarterly revenue ranged from US$51.0 million to US$57.6 million and EPS moved between US$0.09 and US$0.15. Over the past six reported quarters, total revenue has stayed in a band of roughly US$50 million to US$68.6 million while basic EPS has moved between US$0.09 and US$0.25, giving investors a clear view of how earnings have tracked alongside a...
NasdaqGM:VERX
NasdaqGM:VERXSoftware

Vertex (VERX) Valuation Check After New U.S. Sales Tax Complexity Report

Vertex (VERX) is back in focus after publishing its 2025 End-of-Year U.S. Sales Tax Rates and Rules Report, highlighting record sales tax changes across more than 12,000 jurisdictions and a rare increase in average state rates. See our latest analysis for Vertex. The report lands after a volatile stretch for Vertex, with a 1-day share price return of 5.22% to US$15.73 coming against a 30-day share price return of 21.27% and a 1-year total shareholder return of 72.31%. Overall, short term...
NYSE:SGI
NYSE:SGIConsumer Durables

Somnigroup Investor Day To Link Growth Targets With Rich Valuation

Somnigroup International (NYSE:SGI) has announced an upcoming Investor Day event. Executive management is expected to outline the company’s vision, growth initiatives, and multi year financial targets. The event is aimed at providing greater clarity on strategy and capital allocation for shareholders and potential investors. Somnigroup International, trading at $96.32, has drawn attention with a 50.7% return over the past year and 211.8% over the past five years. In the shorter term, the...
NasdaqGS:VRSN
NasdaqGS:VRSNIT

VeriSign (VRSN) Margin Near 50% Reinforces Steady Compounder Narrative Despite Valuation Debate

VeriSign (VRSN) has just closed out FY 2025 with fourth quarter revenue of US$425.3 million and basic EPS of US$2.23, rounding out a year in which trailing twelve month revenue came in at US$1.66 billion and EPS at US$8.83. Over the past six quarters, revenue has moved from US$390.6 million in Q3 2024 to US$425.3 million in Q4 2025, while quarterly basic EPS has ranged between US$2.00 and US$2.28, setting the backdrop for trailing net income of US$825.7 million. With net margins staying high...
NYSE:USPH
NYSE:USPHHealthcare

Is U.S. Physical Therapy (USPH) Pricing Offer An Opportunity After Recent Share Price Weakness

If you are wondering whether U.S. Physical Therapy is fairly priced or offering room for value, this article is designed to walk you through what the current numbers suggest. The share price recently closed at US$85.58, with returns of 2.0% over 7 days, 7.7% over 30 days, 8.5% year to date, 0.6% over 1 year, a 7.5% decline over 3 years, and a 32.5% decline over 5 years. These mixed return figures sit against a backdrop of ongoing interest in outpatient physical therapy providers in the U.S...
NYSE:PK
NYSE:PKHotel and Resort REITs

A Look At Park Hotels & Resorts (PK) Valuation After Fresh Analyst Calls And Portfolio Refocus

Recent analyst reports on Park Hotels & Resorts (PK) arrived almost back to back, with JP Morgan, Barclays and Truist Securities outlining contrasting views as the company refocuses on domestic assets and refinances upcoming debt. See our latest analysis for Park Hotels & Resorts. The recent 3.2% 1-day and 8.2% 30-day share price returns suggest short term momentum is picking up, even though the 1-year total shareholder return of a 4.1% decline and 5-year total shareholder return of a 16.8%...
NasdaqGS:NATH
NasdaqGS:NATHHospitality

Nathan’s Famous (NATH) Margin Compression Challenges Bullish Long Term Earnings Narrative

Nathan's Famous (NATH) has reported Q3 2026 revenue of US$34.3 million with basic EPS of US$0.75, putting the latest quarter against a year when trailing twelve month EPS stands at US$5.24 on revenue of US$157.8 million. Over the past few quarters, the company has seen revenue range from US$30.8 million to US$47.0 million, while basic EPS has moved between roughly US$0.75 and US$2.18, giving investors a clear view of how earnings track against the top line. With a net profit margin of 13.6%...