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NYSE:MOG.A
NYSE:MOG.AAerospace & Defense

Assessing Moog (MOG.A) Valuation After Record Q1 Results And Raised Full Year Outlook

Moog (MOG.A) is back in focus after reporting record fiscal Q1 2026 results, with US$1.1b in sales, higher earnings per share, a larger backlog, and a raised full year outlook. See our latest analysis for Moog. Investors have reacted strongly to Moog's results and raised outlook, with the latest share price at US$305.35 and a 1 month share price return of 22.2%. The 1 year total shareholder return of 69.6% and 5 year total shareholder return of about 4x indicate momentum that has been...
NYSE:GRC
NYSE:GRCMachinery

Evaluating Gorman-Rupp (GRC) As Revenue Growth And Backlog Strength Drive Earnings Ahead Of Peers

Gorman-Rupp (GRC) is back on income investors’ radar after its board declared a quarterly cash dividend of $0.19 per share, payable on March 10, 2026, to shareholders of record on February 13. See our latest analysis for Gorman-Rupp. The dividend decision comes after a strong run in the shares, with a 30 day share price return of 13.19% and a 90 day gain of 22.01% pushing Gorman-Rupp to $54.49. Over the past year, total shareholder return of 47.59% and a 3 year total shareholder return of...
NYSE:RMD
NYSE:RMDMedical Equipment

Assessing ResMed (RMD) Valuation After Strong Fiscal Q2 Earnings Beat And AI Product Momentum

What ResMed’s latest quarter means for shareholders ResMed (RMD) has drawn fresh attention after fiscal second quarter results topped market expectations on both revenue and earnings, supported by demand for its sleep devices, digital tools, and new AI enabled products. See our latest analysis for ResMed. At a share price of $258.31, ResMed has seen a 30 day share price return of 5.51%, while its 1 year total shareholder return of 8.34% points to steadier, longer run compounding supported by...
NYSE:AOS
NYSE:AOSBuilding

A Look At A. O. Smith (AOS) Valuation After Record EPS And Margin Strength

A. O. Smith (AOS) drew investor attention after reporting fourth quarter and full year 2025 results that beat analyst expectations on earnings per share and adjusted EBITDA, even as sales stayed broadly flat and guidance softened. See our latest analysis for A. O. Smith. The upbeat reaction to A. O. Smith's earnings has been reflected in a 7.6% year to date share price return and a 12.8% 90 day share price return, while the 1 year total shareholder return of 11.9% points to steady but not...
NYSE:LEA
NYSE:LEAAuto Components

Does Lear’s Bullish Earnings ESP Ahead of Q4 Results Change The Bull Case For Lear (LEA)?

Lear Corporation is set to report its December 2025 quarter results on February 4, with analysts expecting lower earnings year over year on higher revenues and a positive Earnings ESP of 1.75% versus the Zacks Consensus Estimate. The gap between the Most Accurate Estimate and the broader consensus highlights a recent shift in analyst expectations that could influence how investors interpret Lear’s upcoming earnings quality. We’ll now explore how the bullish shift in earnings estimates shapes...
NYSE:WMK
NYSE:WMKConsumer Retailing

How Investors May Respond To Weis Markets (WMK) Declining ROCE And Mature Capital Deployment Profile

Recent coverage shows that Weis Markets’ return on capital employed (ROCE) has fallen over the past five years to about 7.2%, now trailing the wider Consumer Retailing industry average of roughly 12%. This downward ROCE trend, alongside largely unchanged capital employed, points to a mature business model that may offer fewer avenues for reinvesting capital at higher returns. We’ll now examine how this weaker ROCE profile shapes Weis Markets’ investment narrative and what it might mean for...
NYSE:USB
NYSE:USBBanks

A Look At U.S. Bancorp (USB) Valuation After Earnings Upgrades And Leadership Changes

U.S. Bancorp (USB) has drawn fresh attention after earnings estimate revisions, recent outperformance relative to its industry, and a cluster of leadership changes that include board succession and planned executive retirements. See our latest analysis for U.S. Bancorp. At a share price of US$56.11, U.S. Bancorp has seen momentum build over the past quarter, with a 90 day share price return of 20.85% and a 1 year total shareholder return of 25.00%, as investors react to earnings, buybacks and...
NYSE:ZBH
NYSE:ZBHMedical Equipment

How Zimmer Biomet’s AR-Enabled HipInsight System At Zimmer Biomet Holdings (ZBH) Has Changed Its Investment Story

Zimmer Biomet has recently drawn attention for its HipInsight™ System, which brings augmented reality into orthopedic surgery to provide surgeons with real-time visual guidance during hip replacement procedures. This focus on digitally integrated, robotic-assisted solutions positions the company at the center of a rapidly evolving hip replacement market shaped by demographic trends and technological innovation. With this context, we will now explore how Zimmer Biomet’s push into augmented...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

How Upgraded Guidance Amid Cyber Fallout At F5 (FFIV) Has Changed Its Investment Story

F5, Inc. recently reported first-quarter fiscal 2026 results showing revenue of US$822.47 million and higher earnings than a year earlier, and raised its full-year revenue growth guidance to a 5%–6% range. Management linked the stronger outlook to sustained demand for its application security and multicloud products, even as the company continues to manage the fallout from a previously disclosed nation-state cyber breach and related legal actions. We’ll now examine how the upgraded full-year...
NYSE:AIT
NYSE:AITTrade Distributors

Applied Industrial Technologies (AIT) Lifts Guidance and Dividend – Is Its M&A Strategy Reaching an Inflection Point?

Applied Industrial Technologies reported second-quarter 2026 results showing higher sales of US$1,163.02 million and modest earnings growth, while also raising full-year earnings and sales guidance. The company coupled this outlook upgrade with an 11% dividend increase and plans for more acquisitions in automation, fluid power, and flow control, highlighting a continued emphasis on engineered solutions. With the company eyeing more M&A to expand its engineered solutions footprint, we'll...
NasdaqGS:CINF
NasdaqGS:CINFInsurance

A Look At Cincinnati Financial (CINF) Valuation As The Board Lifts Its Quarterly Dividend By 8%

Cincinnati Financial (CINF) has increased its regular quarterly cash dividend by 8% to $0.94 per share. The dividend is scheduled to be paid on April 15, 2026, to shareholders of record as of March 24. See our latest analysis for Cincinnati Financial. The dividend increase comes as Cincinnati Financial’s 1 year total shareholder return of 20.21% and 5 year total shareholder return of 107.68% outpace its recent 30 day share price return. This suggests that longer term momentum has been...
NYSE:URI
NYSE:URITrade Distributors

Is United Rentals' (URI) Bigger Buyback Signaling Capital Confidence Or Masking Margin Strains?

In late January 2026, United Rentals reported fourth-quarter and full-year 2025 results showing higher revenue but lower net income year over year, alongside a 10% increase in its quarterly dividend to US$1.97 per share and new full-year 2026 revenue guidance of US$16.8 billion to US$17.3 billion. At the same time, the company paired a new US$5 billion share repurchase authorization with ongoing margin pressures and earnings that fell short of analyst expectations, creating a mixed picture...
NYSE:SLG
NYSE:SLGOffice REITs

What SL Green Realty (SLG)'s 2025 Loss and Dividend Shift Means For Shareholders

SL Green Realty Corp. reported full-year 2025 results showing revenue of US$1.00 billion and sales of US$601.54 million, but moved from net income of US$30.65 million in 2024 to a net loss of US$230.93 million and shifted its ordinary dividend payments from monthly to quarterly starting in 2026. Despite the loss, the company closed 2.6 million square feet of Manhattan office leasing in 2025, lifted same-store occupancy to 93%, and outlined a US$7 billion refinancing and US$2.50 billion asset...
NYSE:FNB
NYSE:FNBBanks

The Bull Case For F.N.B (FNB) Could Change Following Strong Q4 Earnings And Capital Returns – Learn Why

F.N.B. Corporation recently reported fourth-quarter 2025 results showing higher net interest income and net income than a year earlier, while its Board declared a US$0.12 per-share quarterly common dividend payable on March 16, 2026, to shareholders of record on March 2, 2026. The company also completed a multi-year share repurchase effort, buying back 17,699,839 shares for US$214.08 million since 2019, highlighting a sustained focus on returning capital to shareholders. Against this...
NYSE:ARCO
NYSE:ARCOHospitality

A Look At Arcos Dorados Holdings (NYSE:ARCO) Valuation As New 2026 Restaurant Expansion Plan Emerges

Arcos Dorados Holdings (NYSE:ARCO) is drawing fresh attention after outlining plans to open 105 to 115 new restaurants across Latin America and the Caribbean in 2026, funded mainly through operating cash flow and existing reserves. See our latest analysis for Arcos Dorados Holdings. The expansion plan and recent cash tender offer for up to US$150 million of sustainability linked notes have coincided with firming momentum, with a 30 day share price return of 12.21% and a 1 year total...
NYSE:KNSL
NYSE:KNSLInsurance

Accelerating Book Value And Premium Growth Could Be A Game Changer For Kinsale Capital Group (KNSL)

Kinsale Capital Group recently reported strong past growth in net premiums earned and a sharp acceleration in book value per share, underscoring robust demand for its specialty insurance offerings. This combination of expanding premiums and rapidly rising book value per share highlights how effectively Kinsale is converting underwriting activity into shareholder equity. We’ll now explore how Kinsale’s accelerating book value per share growth shapes the company’s broader investment narrative...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

A Look At Allegro MicroSystems (ALGM) Valuation After Its Earnings Beat And Optimistic Outlook

Allegro MicroSystems (ALGM) drew investor attention after its latest quarterly report, with sales outpacing expectations, earnings turning positive, and management flagging continued strength in automotive, e-Mobility and data center focused industrial demand. See our latest analysis for Allegro MicroSystems. The earnings beat and upbeat guidance have been reflected in the share price, with a 30 day share price return of 37.16% and a 90 day gain of 34.51% from a latest close of US$36.91. Over...
NYSE:GWRE
NYSE:GWRESoftware

Is Guidewire (GWRE) Quietly Redefining Its Moat With Embedded Decision Intelligence In ClaimCenter?

In January 2026, Quantexa announced that its Decision Intelligence Accelerator for Guidewire ClaimCenter became globally available on the Guidewire Marketplace, integrating real-time fraud detection, claims segmentation, and contextual analytics into Guidewire Cloud workflows. This move deepens Guidewire’s role at the center of the insurance technology ecosystem by embedding partner-powered decision intelligence directly where claims decisions are made. Against this backdrop, we’ll examine...
NYSE:NIC
NYSE:NICBanks

How Investors Are Reacting To Nicolet Bankshares (NIC) Earnings Strength And Expanded Share Authorization

Nicolet Bankshares, Inc. recently reported fourth-quarter and full-year 2025 results showing higher net interest income and net income than a year earlier, and shareholders in January 2026 approved an amendment to increase the company’s authorized share count. Alongside earnings growth, Nicolet completed a long-running share repurchase program, modestly increased net loan charge-offs, and affirmed a US$0.32 quarterly dividend payable in March 2026. We’ll now examine how Nicolet’s stronger...