U.S. Consumer Durables Stock News

Calix (CALX) has capped FY 2025 with Q4 revenue of US$272.4 million and basic EPS of US$0.11, while trailing twelve month revenue sat at US$1.0 billion and EPS at US$0.27 as the business moved from loss to profit over the year. The company has seen revenue progress from US$206.1 million in Q4 2024, with a basic EPS loss of US$0.27, to US$272.4 million in Q4 2025 and positive EPS of US$0.11. This was accompanied by a swing in trailing twelve month EPS from a loss of US$0.45 in Q4 2024 to a...

Medtronic (NYSE:MDT) has received CE mark approval for its Sphere-360 pulsed field ablation catheter for cardiac arrhythmia treatment. The company has also extended its partnership with Mindray to deliver integrated patient monitoring solutions for ambulatory surgery centers. For Medtronic, a global medical technology company focused on cardiovascular care and patient monitoring, these developments add fresh products and partnerships to its existing portfolio. The CE mark for Sphere-360...

LTC Properties recently completed a US$108 million acquisition of three senior housing properties in Atlanta, adding nearly 400 private-pay units to its portfolio and funding the deal through its revolving credit line. This move increases senior housing operating investments to 27% of LTC’s gross real estate portfolio, reflecting a clear pivot away from skilled nursing exposure. We will now examine how LTC’s increased emphasis on private-pay senior housing could influence the company’s...

If you are wondering whether Huntington Ingalls Industries' current share price lines up with its underlying worth, you are not alone. The stock recently closed at US$427.83, with returns of 0.9% over 7 days, 25.1% over 30 days, 22.3% year to date, 124.0% over 1 year, 110.2% over 3 years and 197.0% over 5 years, which may have shifted how some investors think about its risk and potential. Recent news around Huntington Ingalls Industries has kept attention on its role as a major defense and...

If you have ever wondered whether AutoZone at around US$3,703.76 a share is priced fairly or carrying a premium, you are not alone. The stock invites a closer look at what you are really paying for. Over the past month the share price has moved 9.0%, with returns of 12.1% year to date, 10.5% over 1 year, 51.6% over 3 years and 203.5% over 5 years. This naturally raises questions about how much upside or risk is now baked into the current price. Recent attention on AutoZone has focused on its...

Tower Semiconductor (NasdaqGS:TSEM) is back in focus after management outlined record fourth quarter revenue guidance and a US$650 million capacity build out in photonics and SiGe, aimed at AI, 5G and data center demand. See our latest analysis for Tower Semiconductor. The recent guidance and US$650 million capacity plan come on top of a strong run, with a 58.17% 3 month share price return and a very large 1 year total shareholder return of 176.73%. This suggests momentum has been building...

Key Insights Given the large stake in the stock by institutions, Griffon's stock price might be vulnerable to their...

Cracker Barrel Old Country Store, Inc. ( NASDAQ:CBRL ) shareholders should be happy to see the share price up 14% in...

Let's talk about the popular Donaldson Company, Inc. ( NYSE:DCI ). The company's shares led the NYSE gainers with a...

The Cloud AI market, specifically within the domain of Artificial Intelligence as a Service (AIaaS), is experiencing robust expansion driven by advancements in cloud infrastructure and the demand for scalable, cost-effective solutions. As organizations increasingly shift to cloud-based AI frameworks, which allow for the outsourcing of AI capabilities without major capital expenditures, there is notable growth driven by the need for quick digital transformation and democratized technology...

The recent 11% drop in Immunic, Inc.'s ( NASDAQ:IMUX ) stock could come as a blow to insiders who purchased US$246.9k...

Worthington Steel, Inc. ( NYSE:WS ) will pay a dividend of $0.16 on the 27th of March. This means the annual payment...

Illinois Tool Works (ITW) has recently drawn investor attention as its shares trade near recent highs. The stock has shown positive returns over the past month and the past 3 months, alongside steady reported revenue and net income figures. See our latest analysis for Illinois Tool Works. At a share price of US$262.86, Illinois Tool Works has recently delivered a 1 day share price return of 1.79%, a 30 day share price return of 4.80%, and a 90 day share price return of 7.76%. Its 5 year total...

If you are wondering whether Minerals Technologies is quietly offering value at around US$65.25 per share, this article walks through what the current price might be implying about the company. The stock is up 6.0% over the last 30 days and 6.7% year to date, although the 1 year return of a 14.9% decline and 3 year return of an 8.6% decline show a much softer longer term picture, with a modest 1.4% gain over 5 years. Recent coverage has focused on Minerals Technologies as a specialist in...

Earlier this week, BofA Securities downgraded Plains GP Holdings, citing weaker long-term expectations for Permian Basin oil output and reduced inflation-linked revenue potential under revised FERC PPI adder rules, even as the business recently expanded through the EPIC acquisition. The contrast between BofA’s downgrade and Stifel’s maintained positive rating highlights how differently analysts are weighing regulatory shifts against Plains’ growth-oriented pipeline footprint. With Plains...

Lam Research has reported past second-quarter 2026 results showing revenue of US$5,344.79 million and net income of US$1,593.99 million, both higher than a year earlier, and issued guidance for the March 2026 quarter with expected revenue of about US$5.70 billion and net income per diluted share near US$1.35. Management highlighted that surging demand for AI-related chipmaking tools and advanced etch and deposition technologies underpinned this record period, alongside strong operational...

In recent months, Norwegian Cruise Line Holdings has drawn fresh attention as Oceania Cruises unveiled a series of 2026 heritage-focused U.S. sailings, while the parent company reported mixed Q3 2025 results and appointed Meghan Montana as executive vice president and chief strategy officer. Together with a very large percentage jump in consensus earnings estimates for the current quarter, these moves point to shifting expectations around Norwegian Cruise Line Holdings’ operational execution...

Tempus AI (TEM) has drawn fresh attention after releasing clinical validation data on its Immune Profile Score test, which the company reports more accurately predicts which cancer patients benefit from immune checkpoint inhibitors than conventional biomarkers. See our latest analysis for Tempus AI. Those IPS results arrive after a busy month for Tempus AI, with the launch of Paige Predict in digital pathology and fresh attention from high profile investors such as ARK and Nancy Pelosi. Even...

Short seller Gotham City Research has released a report alleging accounting irregularities and undisclosed related party transactions at Carvana (NYSE:CVNA). The report claims Carvana overstated its earnings by over US$1b across 2023 and 2024 through dealings with entities tied to the CEO's family. The allegations have drawn regulatory attention, triggered law firm investigations, and prompted a public response from Carvana disputing the claims. Carvana operates an online platform for...

Event context and why Park Hotels & Resorts is on investors’ radar Park Hotels & Resorts (PK) has drawn attention recently as investors weigh its mixed return profile, including a roughly 11% decline over the past year alongside modest gains over the past 3 months and year to date. See our latest analysis for Park Hotels & Resorts. With the share price at about $10.90, Park Hotels & Resorts has seen a 5.93% 90 day share price return alongside a 1 year total shareholder return of an 11.30%...

Key Insights Significant control over Ovid Therapeutics by retail investors implies that the general public has more...

In late January 2026, The Trade Desk appointed longtime executive Tahnil Davis as interim CFO following the abrupt departure of CFO Alex Kayyal, while also reaffirming its prior fourth-quarter 2025 revenue outlook of at least US$840 million and highlighting ongoing competitive pressures in digital advertising. A separate announcement from Xumo introduced a new way for advertisers to access Xumo’s more than 60 million monthly active streaming users via The Trade Desk’s OpenPath, tightening...

Recent commentary on Cohu (COHU) has centered on renewed analyst interest. Multiple firms have highlighted AI driven demand for HBM, CoWoS, GPUs, and custom ASICs, along with early recovery signs in Auto and Industrial markets. See our latest analysis for Cohu. At a share price of US$29.36, Cohu has logged a 23.7% 30 day share price return and a 23.4% 90 day share price return. Its 1 year total shareholder return of 29.6% contrasts with weaker 3 and 5 year total shareholder returns,...

What recent performance says about Baker Hughes Baker Hughes (BKR) has been drawing attention after a strong recent run, with the stock showing gains over the past week, month, and past 3 months that stand out against its longer term return profile. See our latest analysis for Baker Hughes. The recent 30 day share price return of 23.09% and year to date share price return of 20.34%, on a last close of US$56.73, sit alongside a 1 year total shareholder return of 29.92% and 5 year total...