U.S. Consumer Services Stock News

NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Gilead Sciences (GILD) Net Margin Reset Challenges Slower Growth Narratives In FY 2025 Results

Gilead Sciences FY 2025 earnings snapshot Gilead Sciences (GILD) has wrapped up FY 2025 with fourth quarter revenue of US$7.9b and basic EPS of US$1.76, alongside trailing 12 month revenue of US$29.4b and EPS of US$6.84 as the company reports a fuller picture of its year. Over the past year, quarterly revenue has ranged from US$6.7b in Q1 2025 to US$7.9b in Q4 2025, while basic EPS has moved between US$1.06 and US$2.46 across those quarters, backing trailing 12 month net income of US$8.5b and...
NYSE:CLF
NYSE:CLFMetals and Mining

Cleveland-Cliffs (CLF) Is Down 14.1% After Deep 2025 Losses And Buybacks Completion Has The Bull Case Changed?

Cleveland-Cliffs Inc. recently reported fourth-quarter 2025 results showing sales of about US$4.31 billion with a net loss of US$243 million, and a full-year 2025 net loss of US$1.48 billion on US$18.61 billion of sales, while completing a US$124.22 million share repurchase program initiated in April 2024. Management attributed the weak year to soft automotive demand, an unfavorable slab contract, and pressures in Canada, while pointing to cost cuts, asset sales, new automotive contracts,...
NYSE:JBI
NYSE:JBIBuilding

Is Janus International (JBI) Using Cheaper Debt To Quietly Redraw Its Risk‑Reward Profile?

On 2 February 2026, Janus International Group, Inc. repriced its privately placed US$551,000,000 first lien term loan, cutting the interest margin by 50 basis points from SOFR + 250 basis points to SOFR + 200 basis points while keeping the maturity and other terms largely unchanged. This refinancing move highlights management’s focus on lowering interest costs and enhancing financial flexibility without increasing leverage or extending debt maturities. Next, we’ll examine how this lower-cost...
NasdaqGS:STNE
NasdaqGS:STNEDiversified Financial

Evaluating StoneCo (STNE) Valuation After Strong Short Term Share Price Momentum

Why StoneCo (STNE) is on investors’ radar StoneCo (STNE) has drawn attention after a year total return of 91.4%, alongside reported annual revenue of R$14,232.084 and a net income loss of R$1,162.741. This combination raises questions about how investors are weighing growth against profitability. See our latest analysis for StoneCo. StoneCo’s recent share price performance has been strong, with a 30 day share price return of 18.35% and year to date share price return of 20.29%. At the same...
NasdaqGS:WMG
NasdaqGS:WMGEntertainment

Warner Music Group (WMG) Is Up 5.6% After AI Licensing Push And Dividend Update Has The Bull Case Changed?

Warner Music Group recently reported past first-quarter 2025 results showing higher sales of US$1.84 billion versus US$1.67 billion a year earlier, while net income declined to US$176 million, alongside ongoing share repurchases totaling 1,397,281 shares for US$41.36 million and the Board affirming a regular US$0.19 per-share dividend payable in March 2026. Management’s emphasis on revenue growth from streaming, AI licensing agreements, and expanded catalog acquisition joint ventures...
NasdaqGS:NWBI
NasdaqGS:NWBIBanks

Is Northwest Bancshares (NWBI) Pricing Reflect Long Term Value After Recent Share Rebound

If you are wondering whether Northwest Bancshares is attractively priced or not, you are in the right place for a clear look at what the current share price might be implying. The stock most recently closed at US$13.01, with a 7.7% return over the last 30 days, a 7.2% return over the past year and a 29.9% return across five years, although the last 7 days show a 3.2% decline. Recent coverage has focused on how regional banks are positioning themselves in a higher rate setting and how deposit...
NYSE:HUBS
NYSE:HUBSSoftware

HubSpot Buyback And Vested Partnership Reframe Long Term Share Story

HubSpot (NYSE:HUBS) has authorized a $1b share repurchase program, signaling board support for buying back stock. The company has also added Vested to its Solutions Partner ecosystem, targeting deeper reach into financial services. These moves come alongside what the company describes as continued strong financial performance. For investors tracking NYSE:HUBS, these announcements arrive after a tough share price stretch, with the stock at $209.33 and showing a 73.4% decline over the past...
NYSE:AGX
NYSE:AGXConstruction

Argan (AGX) Valuation Check After Strong Quarter And Power Infrastructure Pipeline Optimism

Argan (AGX) is attracting fresh attention after robust quarterly results, supportive management commentary on power and infrastructure projects, and a balance sheet that includes net cash, along with a project backlog and future pipeline that analysts describe as constructive. See our latest analysis for Argan. The latest quarterly update appears to have shifted sentiment quickly, with a 13.7% 1 day share price return and a 36.6% 30 day share price return, contributing to a very large 1 year...
NasdaqGS:ROCK
NasdaqGS:ROCKBuilding

Assessing Gibraltar Industries (ROCK) Valuation As Earnings Growth Meets Mixed Long Term Shareholder Returns

Gibraltar Industries stock snapshot Gibraltar Industries (ROCK) has drawn investor attention after recent trading left the shares around $54.12, with mixed return figures across the past week, month and past 3 months, and a value score of 4. See our latest analysis for Gibraltar Industries. While the share price is around $54.12 with a year to date share price return of 7.94%, longer term total shareholder returns tell a softer story, including a 1 year total shareholder return decline of...
NYSE:LAD
NYSE:LADSpecialty Retail

Lithia Motors (LAD) Same Store Sales Growth Supports Bullish Earnings Momentum Narratives

Lithia Motors (LAD) has put up another busy quarter, with Q3 FY 2025 revenue at about US$9.7b, basic EPS of US$8.62 and net income of US$217.1m, alongside same store sales growth of 7.7%. The company has seen quarterly revenue move from US$9.2b in Q3 FY 2024 to US$9.7b in Q3 FY 2025, while basic EPS shifted from US$7.76 to US$8.62 over the same span. This sets the stage for investors to weigh higher sales and earnings against how much of that is flowing through to margins. See our full...
NYSE:KOF
NYSE:KOFBeverage

Coca-Cola FEMSA (NYSE:KOF) Valuation Check After Strong Recent Share Price Momentum

Coca-Cola FEMSA. de (KOF) is back on investor radar after a recent price move, with the stock closing at $112.62 and showing double digit returns over the past month and 3 months. See our latest analysis for Coca-Cola FEMSA. de. That move to $112.62 comes on top of a 13.5% 30 day share price return and a 27.4% 90 day share price return, while the 1 year total shareholder return of 41.3% and 5 year total shareholder return of about 3x suggest momentum has been building over both shorter and...
NasdaqGS:BLKB
NasdaqGS:BLKBSoftware

Blackbaud (BLKB) Profit Turnaround Challenges Narratives Around Trailing Losses

Blackbaud’s FY 2025 earnings headline Blackbaud (BLKB) has just closed out FY 2025 with Q4 revenue of US$295.3 million and basic EPS of US$0.78, providing a clear snapshot of where the business now stands after a volatile run of results. Over the past year, the company has seen quarterly revenue move from US$270.7 million in Q1 2025 to US$281.4 million in Q2 and US$281.1 million in Q3. Basic EPS ranged from US$0.10 in Q1 to US$0.54 in Q2 and US$1.00 in Q3, compared with a loss of US$6.74 per...
NYSE:R
NYSE:RTransportation

Ryder System (R) Q3 EPS Of US$3.40 Tests Bullish Earnings Growth Narratives

Ryder System (R) has just posted its FY 2025 third quarter numbers, with revenue of US$3.2 billion and basic EPS of US$3.40 setting the tone for its latest update. The company has seen revenue run between US$3.1 billion and US$3.2 billion across the last four reported quarters, while basic EPS has ranged from US$2.32 to US$3.40 over the same stretch, giving investors a clear view of how the top and bottom lines have been tracking through the year. With trailing net profit margins sitting in...
NYSE:AN
NYSE:ANSpecialty Retail

Is AutoNation (AN) Still Attractive After Recent Share Price Pullbacks?

If you are wondering whether AutoNation's share price reflects its real worth today, you are not alone. Many investors are asking if the current level offers value or if most of the opportunity is already priced in. The stock last closed at US$207.81, with returns of 0.6% year to date and 8.5% over the past year, while the shorter term picture shows a 3.3% decline over 7 days and a 2.4% decline over 30 days. Recent headlines have focused on AutoNation's positioning in the US auto retail...
NYSE:SW
NYSE:SWPackaging

Smurfit Westrock Quebec Closures Reframe Paperboard Capacity And Valuation Story

Smurfit Westrock (NYSE:SW) is closing a major paper machine at its La Tuque mill in Quebec. The company is also shutting its extrusion facility at Pointe-aux-Trembles in Quebec as part of a broader paperboard footprint review. The moves are framed as an effort to address scale and cost challenges in its paperboard operations. For a company focused on paperboard and packaging, decisions about where production sits on the map can be just as important as how much is produced. The closures in...
NYSEAM:ELMD
NYSEAM:ELMDMedical Equipment

Electromed (ELMD) EPS Outperformance Reinforces Bullish Profit Growth Narratives

How Electromed's Latest Numbers Set the Stage for the Ongoing Narrative Electromed (ELMD) has just posted Q2 2026 results with revenue of US$18.9 million and basic EPS of US$0.33, alongside trailing twelve month revenue of US$68.9 million and EPS of US$1.08 that frame the latest quarter within a broader earnings context. The company has seen quarterly revenue move from US$16.3 million in Q2 2025 to US$18.9 million in Q2 2026, while basic EPS over that same quarter-on-quarter comparison went...
NasdaqGS:LI
NasdaqGS:LIAuto

Li Auto’s AI Shift And Supercharging Milestone Weighed Against Valuation

Li Auto is repositioning itself as an AI focused automaker, rolling out an end to end autonomous driving system and a Vision Language Action architecture for its vehicles. The company has reached 4,000 self built supercharging stations nationwide, adding features such as real time monitoring and autonomous parking. Li Auto is reshaping its retail footprint through a new store partnership program and closures of underperforming locations. The automaker is preparing its first overseas editions...
NasdaqGS:GILT
NasdaqGS:GILTCommunications

Assessing Gilat Satellite Networks (NasdaqGS:GILT) Valuation After Recent Share Price Volatility

Recent Share Performance and Business Snapshot Gilat Satellite Networks (GILT) has drawn attention after a recent one day return of about 9% decline, adding to a roughly 29% drop over the past week and near 20% decline over the past month. Over the past 3 months, however, the stock shows about 16% total return, with 1 year total return around 100% and 3 year total return about 136%, while year to date performance sits near 2%. See our latest analysis for Gilat Satellite Networks. With the...
NasdaqGS:COO
NasdaqGS:COOMedical Equipment

A Look At Cooper Companies (COO) Valuation After Its Term Loan Amendment And Extended Debt Maturities

Cooper Companies (COO) recently amended its 2021 term loan, extending the maturity of US$950 million of debt to 2031 and raising its capacity for additional term loans tied to consolidated EBITDA. See our latest analysis for Cooper Companies. The term loan amendment arrives after a mixed stretch for investors, with a 15.75% 90 day share price return and a 1 year total shareholder return decline of 9.73%, suggesting recent momentum has picked up even as longer term returns remain weak. If this...
NYSE:DAO
NYSE:DAOConsumer Services

Youdao (NYSE:DAO) EPS Volatility Tests Bullish AI Profitability Narrative In Q3 2025

Youdao (NYSE:DAO) has reported its FY 2025 third quarter results with revenue of C¥1.63b and basic EPS of roughly C¥0.00, capping a 12 month stretch in which trailing revenue came in at C¥5.68b and trailing EPS reached C¥1.21. Over the past few quarters, revenue has moved from C¥1.30b in Q1 2025 to C¥1.42b in Q2 and C¥1.63b in Q3, while quarterly basic EPS has ranged from a loss of C¥0.15 in Q2 to a profit of C¥0.65 in Q1 and roughly breakeven in Q3, setting up a results season in which...
NYSE:CTRI
NYSE:CTRIConstruction

Why Centuri Holdings (CTRI) Is Up 13.1% After Securing US$300 Million In New Utility Awards

Earlier this week, Centuri Holdings, Inc. announced it had secured more than US$300.00 million in commercial awards, lifting year-to-date bookings above US$1.00 billion and extending its utility infrastructure work across North America. The emphasis on safety-driven gas pipe replacement, modernization projects, and a high proportion of new work versus renewals underscores how embedded Centuri is in long-term utility capital programs. With over US$300.00 million of fresh awards pushing...
NYSE:AWI
NYSE:AWIBuilding

Does Armstrong World Industries' (AWI) Leadership Overhaul Signal a New Strategic Direction for Growth Priorities?

On January 27, 2026, Armstrong World Industries and Senior Vice President and General Counsel Austin K. So finalized a mutual separation agreement, effective April 1, 2026, as part of a broader board and management transition that also includes appointing a new Executive Chair and a new President and CEO. This concentrated leadership change touches legal, government relations and sustainability oversight at the same time as board and chief executive roles are refreshed, potentially reshaping...
NYSE:WPC
NYSE:WPCREITs

W. P. Carey (WPC) FFO Strength Reinforces Bullish Net Lease Narratives

W. P. Carey FY 2025 Results: Headline Numbers and Context W. P. Carey (WPC) has wrapped up FY 2025 with fourth quarter total revenue of US$444.5 million and basic EPS of US$0.67, alongside funds from operations of US$288.1 million. This gives investors a snapshot of cash generation from its real estate portfolio. Over recent periods, the company’s total revenue has moved from US$404.1 million in Q4 2024 to US$444.5 million in Q4 2025. Trailing twelve month EPS is US$2.11 on revenue of about...
NYSE:HLT
NYSE:HLTHospitality

Hilton (HLT) Margin Expansion Reinforces Bullish Narratives Despite Softer Revenue Outlook

Hilton Worldwide Holdings (HLT) has put up another busy stretch of results, with Q3 FY 2025 revenue of US$1,283 million and EPS of US$1.79, backed by trailing 12 month revenue of US$4.9 billion and EPS of US$6.97 alongside a 41.5% earnings growth figure over the past year. The company has seen revenue move from US$1,196 million in Q4 2024 to US$1,326 million in Q2 2025, while quarterly EPS ranged from US$1.25 in Q1 2025 to US$2.08 in Q4 2024, giving investors a clear view of how the earnings...