U.S. Electrical Stock News

NYSE:DFIN
NYSE:DFINCapital Markets

Donnelley Financial Solutions (DFIN) One Off US$95.5M Loss Reshapes Margin Narratives

Donnelley Financial Solutions (DFIN) just wrapped up FY 2025 with fourth quarter revenue of US$172.5 million and basic EPS of US$0.24. This came alongside full year trailing twelve month basic EPS of US$1.18 on revenue of US$767 million and net income of US$32.4 million. The company’s quarterly revenue moved from US$156.3 million with basic EPS of US$0.22 in Q4 2024 to US$201.1 million with EPS of US$1.08 in Q1 2025, US$218.1 million with EPS of US$1.30 in Q2, US$175.3 million with an EPS...
NYSE:SN
NYSE:SNConsumer Durables

Assessing SharkNinja (SN) Valuation After Strong Results, 2026 Growth Guidance And New US$750 Million Buyback

SharkNinja (SN) just paired a strong earnings release with fresh 2026 sales guidance and a new US$750 million share repurchase program, a combination that naturally puts the stock’s valuation and capital allocation choices in focus. See our latest analysis for SharkNinja. The latest moves come after a strong run in the share price, with SharkNinja’s 90 day share price return of 50.42% and 1 year total shareholder return of 19.41% pointing to momentum that has recently accelerated. If this...
NYSE:FBIN
NYSE:FBINBuilding

A Look At Fortune Brands Innovations (FBIN) Valuation After CEO Transition And New 2026 Guidance

Recently, Fortune Brands Innovations (FBIN) has been in focus after announcing a CEO transition, refreshed board roles, full year 2025 results, and new 2026 guidance, giving investors several fresh data points. See our latest analysis for Fortune Brands Innovations. The latest CEO succession plan and 2026 guidance arrive after a sharp 18.45% 7 day share price decline and a 14.62% 30 day share price pullback, despite a 17.88% 90 day share price return and a weaker 1 year total shareholder...
NasdaqGM:SOUN
NasdaqGM:SOUNSoftware

SoundHound AI Partnerships And Platforms Test Path To Recurring Revenue

SoundHound AI expanded its partner base with Five Guys and Bridgepointe Technologies, extending its voice AI into restaurant and enterprise settings. The company introduced its Agentic Voice Commerce platform at CES 2026, targeting in car and at home shopping experiences. SoundHound AI also launched the Amelia 7.0 agentic AI platform for customer service, with a focus on regulated industries. SoundHound AI, trading on NasdaqGM:SOUN, is pushing further into real world deployments as its...
NYSE:WSO
NYSE:WSOTrade Distributors

Watsco (WSO) Net Margin Improvement Tests Bullish Upside Narrative

Watsco (WSO) has just wrapped up FY 2025 with fourth quarter revenue of US$1.6b and basic EPS of US$1.89, capping a year in which trailing twelve month revenue came in at US$7.2b and EPS at US$13.11. Over recent periods, the company has seen quarterly revenue move from US$1.5b to just over US$2.0b with EPS ranging between roughly US$1.98 and US$4.53. This gives investors a clearer view of how seasonal swings feed through to the bottom line. With net profit margins holding in the mid single...
NYSE:SGI
NYSE:SGIConsumer Durables

Somnigroup International (SGI) Margin Compression Challenges Bullish Earnings Growth Narrative

Somnigroup International (NYSE:SGI) FY 2025 Earnings Snapshot Somnigroup International (NYSE:SGI) has capped FY 2025 with fourth quarter revenue of US$1.9b and basic EPS of US$0.67, setting a clear marker for how its profitability is tracking into year end. The company has seen quarterly revenue move from US$1.2b in Q4 2024 to US$1.9b in Q4 2025, while basic EPS shifted from US$0.41 to US$0.67 over the same period, giving investors a concrete view of how the top and bottom lines have evolved...
NasdaqGS:BRKR
NasdaqGS:BRKRLife Sciences

Bruker (BRKR) Valuation Check After Mixed Analyst Reactions To 2026 Guidance And Q1 Outlook

Bruker (BRKR) is in focus after its 2026 guidance paired modest organic growth of 1% to 2% with an expected mid single digit organic decline in Q1, prompting mixed analyst reactions and renewed attention on the stock. See our latest analysis for Bruker. The latest guidance and analyst reactions have landed against a weak backdrop, with a 30 day share price return showing a 21.22% decline and a 1 year total shareholder return reflecting a 24.51% loss. This points to fading momentum despite the...
NYSE:PM
NYSE:PMTobacco

Does Strong Q4 Earnings and New Shelf Registration Change The Bull Case For Philip Morris International (PM)?

In early February 2026, Philip Morris International reported that fourth-quarter 2025 sales rose to US$10,362 million and net income reached US$2,141 million, while full-year 2025 sales increased to US$40.65 billion and net income to US$11.35 billion, alongside sharply higher earnings per share from continuing operations. On the same day, the company also filed an omnibus shelf registration for new debt securities and warrants, giving it flexibility to raise capital that could support its...
NasdaqCM:SHIP
NasdaqCM:SHIPShipping

Seanergy Maritime Holdings (SHIP) EPS Rebound Tests Bullish Growth Narrative

Seanergy Maritime Holdings (NasdaqCM:SHIP) has wrapped up FY 2025 with fourth quarter revenue of US$49.4 million and basic EPS of US$0.60, capping a year in which trailing twelve month revenue came in at US$158.1 million and EPS at US$1.04. Over recent periods, revenue has moved from US$41.7 million in Q4 2024 to US$49.4 million in Q4 2025. Quarterly EPS shifted from US$0.25 to US$0.60, alongside trailing twelve month net income of US$21.2 million. With trailing net profit margin sitting at...
NYSE:CPNG
NYSE:CPNGMultiline Retail

The Bull Case For Coupang (CPNG) Could Change Following Massive South Korea Data Breach Review – Learn Why

Coupang recently suffered a major data breach in South Korea, with regulators reviewing potential administrative measures after information from up to 34 million accounts was exposed. While the incident has sparked concerns about regulation and reputation, analysts still highlight Coupang’s strong customer growth, revenue momentum, and improving cash generation. Next, we’ll examine how this large-scale data breach and resulting regulatory scrutiny could alter Coupang’s previously optimistic...
NYSE:MCD
NYSE:MCDHospitality

McDonald's Menu Shift Tests GLP-1 Trends Beverages Chicken And Growth

McDonald's (NYSE:MCD) is adjusting its menu to cater to customers using GLP-1 weight loss drugs, exploring higher protein items and portion controlled options. The company is also stepping up product development in beverages and chicken as it broadens its restaurant footprint. These moves are intended to align McDonald's offerings with changing eating habits and demand patterns across its global customer base. For investors watching NYSE:MCD, the timing of this menu shift comes as the stock...
NasdaqGS:EVRG
NasdaqGS:EVRGElectric Utilities

Evergy’s New US$500m Loan Reshapes Funding Capacity And Investor Focus

Evergy entered into a new $500 million unsecured term loan agreement that replaces a smaller prior facility. The company plans to use the facility for capital expenditures, acquisitions, and repayment of existing debt. The new loan provides fresh funding capacity that could influence Evergy’s capital allocation and balance sheet structure. For investors watching NasdaqGS:EVRG, this financing move comes with the stock trading at $81.51 and showing returns of 3.5% over the past week and 6.6%...
NYSE:VYX
NYSE:VYXSoftware

NCR Voyix Expands $300 Million Buyback As Shares Screen Undervalued

NCR Voyix (NYSE:VYX) has expanded its share repurchase program to $300 million. The authorization covers buybacks of both common and preferred stock. The decision reflects a capital allocation move by the board aimed at shareholder value. NCR Voyix, known for its software and services for retailers, restaurants and banks, is making this move at a time when many transaction driven and payments related businesses are reassessing how they use cash. For investors, a $300 million repurchase pool...
NasdaqGS:CEVA
NasdaqGS:CEVASemiconductor

CEVA (CEVA) Q4 Loss Narrows To US$0.04 EPS And Tests Bearish Narratives

CEVA (CEVA) has just wrapped up FY 2025 with Q4 revenue of US$31.3 million and a basic EPS loss of US$0.04, alongside net income excluding extra items of a US$1.1 million loss, providing a snapshot of how the business is balancing growth and profitability. Over recent quarters, the company reported revenue increasing from US$24.2 million in Q1 2025 to US$31.3 million in Q4 2025, while quarterly basic EPS ranged from a loss of US$0.15 in Q2 to a loss of US$0.04 in Q4 as CEVA operated through a...
NYSE:CACI
NYSE:CACIProfessional Services

Is CACI (CACI) Quietly Rewiring Its Defense Tech Edge With This AI Margin Shift?

CACI International recently reported quarterly results that surpassed Wall Street expectations, highlighting mid single digit organic growth, expanding operating margins, and a backlog that stretches beyond the current fiscal year. Alongside insider share sales and upcoming conference presentations, investors are paying close attention to CACI’s push toward higher margin, AI-enabled technology solutions and away from lower value staff augmentation work. Next, we’ll examine how this shift...
NYSE:LOW
NYSE:LOWSpecialty Retail

Is It Too Late To Consider Lowe's (LOW) After Strong Multi‑Year Share Price Gains

Investors may be wondering whether Lowe's Companies, at around US$281 a share, still offers value or whether most of the opportunity has already been priced in. The stock has been relatively steady in the short term, with about a 1.2% decline over 7 days and a 1.3% gain over 30 days, while showing returns of 13.9% year to date, 14.4% over 1 year, 47.7% over 3 years and 83.0% over 5 years. Recent coverage around Lowe's has continued to focus on its position as a major US home improvement...
NYSE:LEU
NYSE:LEUOil and Gas

Does Centrus Energy (LEU) Balancing Softer Q4 Results With 2026 Hiring Signal Strategic Expansion?

Centrus Energy Corp. reported past fourth-quarter 2025 results with revenue of US$146.2 million and net income of US$17.8 million, alongside full-year revenue of US$448.7 million and net income of US$77.8 million, and issued 2026 revenue guidance of US$425 million to US$475 million. Despite lower quarterly earnings than the prior year, Centrus signaled operational expansion by planning at least 150 net new hires across its Oak Ridge and Piketon facilities in 2026, underscoring management’s...
NYSE:LH
NYSE:LHHealthcare

Labcorp Holdings (LH) Margin Improvement Reinforces Bullish Earnings Recovery Narrative

Labcorp's FY 2025 headline numbers and earnings context Labcorp Holdings (LH) closed out FY 2025 with fourth quarter revenue of US$3,515.8 million and basic EPS of US$2.00, while trailing twelve month EPS came in at US$10.53 on revenue of US$13.95 billion. The company has seen revenue move from US$3,329.4 million in Q4 2024 to US$3,515.8 million in Q4 2025, with quarterly basic EPS shifting from US$1.72 to US$2.00 over the same period. This set up a year where reported earnings grew 17.5% and...
NasdaqGS:WING
NasdaqGS:WINGHospitality

Wingstop (WING) Valuation Check As Earnings Approach After Recent Revenue Miss

Wingstop earnings in focus Wingstop (WING) heads into its earnings report this Wednesday with investor attention centered on last quarter’s 5% revenue miss versus expectations and the relatively steady analyst estimates maintained over the past month. See our latest analysis for Wingstop. Wingstop’s share price has been volatile recently, with a 13.6% 1 day share price return following a softer 30 day share price return of an 8.9% decline. Its 5 year total shareholder return of 95.4% points...
NasdaqGS:SYNA
NasdaqGS:SYNASemiconductor

Synaptics (SYNA) Valuation Check After Earnings Beat And Growing AI Hardware Demand

Synaptics (SYNA) moved into focus after quarterly results and fresh guidance highlighted both its role in AI related human interface chips and its ongoing losses, giving investors a mixed but closely watched update. See our latest analysis for Synaptics. The recent 1 day share price return of a 6% decline, alongside a 6% decline over 30 days, contrasts with a 42% 90 day share price return and a 16% 1 year total shareholder return. This suggests strong momentum that has cooled as investors...
NasdaqGS:CHYM
NasdaqGS:CHYMDiversified Financial

Institutional Buyers Back Chime Financial Growth While Losses Remain In Focus

Patient Capital Management and Ranger Investment Management have taken sizable new positions in Chime Financial (NasdaqGS:CHYM). These institutional moves follow strong year over year revenue growth and an expanding active member base. Chime continues to report operating losses tied to higher technology and development expenses. Chime Financial focuses on digital banking services, offering app based accounts and tools that aim to simplify everyday money management. The wider fintech sector...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

Black Swift Exit Puts MercadoLibre Competition And Credit Risks In Focus

Black Swift Group, LLC has fully exited its position in MercadoLibre (NasdaqGS:MELI). The divestment comes as investors focus on rising competition in e commerce and fintech across MercadoLibre's core Latin American markets. Concerns about bad loan provisions in the company’s credit portfolio are adding to the debate around risk and profitability. MercadoLibre operates a large e commerce marketplace alongside digital payments and credit services across Latin America, so shifts in...
NYSE:RBA
NYSE:RBACommercial Services

RB Global (RBA) Valuation Check After Full Year 2025 Earnings Results

RB Global (RBA) just released full year 2025 results, giving investors fresh numbers to assess the commercial asset marketplace. Revenue came in at US$4,590.7m and net income at US$428.4m, alongside modest EPS gains. See our latest analysis for RB Global. The earnings release appears to have been the main catalyst for the recent 2.04% 1 day share price return. However, the stock still shows a 12.64% 7 day share price decline, while its 1 year total shareholder return of 9.01% and 5 year total...
OTCPK:SOMC
OTCPK:SOMCBanks

Southern Michigan Bancorp (OTCPK:SOMC) Earnings Growth Surge Tests Cautious Community Narratives

Southern Michigan Bancorp (SOMC) has just closed out FY 2025 with fourth quarter revenue of US$13.7 million, basic EPS of US$0.63 and trailing twelve month EPS of US$2.65, alongside year over year earnings growth of 17.4%. Over recent quarters the company has seen revenue move from US$12.6 million and basic EPS of about US$0.57 in Q4 2024 to between US$13.1 million and US$13.9 million with EPS ranging from US$0.63 to US$0.70 through FY 2025. This has fed into trailing twelve month revenue of...