Quad/Graphics (QUAD) closed out FY 2025 with fourth quarter revenue of $630.6 million and basic EPS of $0.23, alongside net income of $11.1 million. Over the past few quarters, the company has seen revenue move from $708.4 million and EPS of $0.10 in Q4 2024 through $629.4 million and $0.12 in Q1 2025, $571.9 million and roughly breakeven EPS in Q2 2025, then $588 million and $0.21 in Q3 2025. This frames a year where profitability settled in at a trailing twelve month EPS of $0.57 on $2.4...
LXP Industrial Trust recently reported its fourth-quarter and full-year 2025 results, showing lower quarterly sales and earnings but higher full-year net income, alongside disclosure that it has now completed a long-running share repurchase program totaling 23,207,370 shares for US$223.45 million.
At the same time, the company issued 2026 guidance that frames a wide range for net income per share and outlines expectations for Adjusted Company FFO, giving investors fresh context on how its...
HF Sinclair (DINO) has just posted its FY 2025 third quarter numbers, with revenue of US$7.3b and basic EPS of US$2.16, set against trailing 12 month earnings growth of 18.7%. The company has seen revenue move from US$7.2b in Q3 2024 to US$7.3b in Q3 2025, while quarterly EPS shifted from a loss of US$0.40 to EPS of US$2.16. The trailing net profit margin sits at 1.5% versus 1.1% last year, giving investors a clearer view of how the earnings profile is shaping up. Taken together, these...
Hillman Solutions (HLMN) has wrapped up FY 2025 with fourth quarter revenue of US$365.1 million and basic EPS of roughly US$0.01, rounding out a trailing twelve month picture that shows US$1.6 billion of revenue and EPS of about US$0.20. Over the past six reported quarters, revenue has moved from US$349.6 million in Q4 2024 to US$365.1 million in Q4 2025. Quarterly EPS has ranged from a small loss of about US$0.00 in early 2025 to US$0.12 in Q3 before easing back to roughly US$0.01 in the...
Enpro (NPO) has put up another solid set of numbers for FY 2025 so far, with Q3 revenue at US$286.6 million and basic EPS of US$1.02. Trailing twelve month EPS sits at US$4.11 on US$1.1 billion of revenue. The company has seen revenue move from US$1.04 billion with EPS of US$2.58 over the twelve months to Q3 2024 to US$1.1 billion with EPS of US$4.11 over the latest twelve month window. This has come alongside earnings growth of 59.7% and an uptick in net profit margin from 5.2% to 7.8%,...
Beta Bionics (BBNX) just closed out FY 2025 with Q4 revenue of US$32.1 million and a net loss of US$13.5 million, which translated to EPS of US$0.30 loss, while trailing 12 month revenue reached US$100.3 million alongside a net loss of US$73.2 million and EPS of US$1.81 loss. Over recent quarters the company has seen revenue move from US$17.6 million and EPS of US$0.93 loss in Q1 2025 to US$27.3 million and EPS of US$0.33 loss in Q3 2025, before landing at the latest Q4 run rate. For...
Rogers (ROG) has just wrapped up FY 2025 with Q4 revenue of US$201.5 million and basic EPS of US$0.26, alongside net income of US$4.6 million. Its trailing twelve month figures show revenue of US$810.8 million and a net loss of US$61.8 million, equal to a basic EPS loss of US$3.40. Over recent quarters the company has reported revenue moving from US$192.2 million in Q4 2024 to a range of US$190.5 million to US$216 million through FY 2025, with quarterly basic EPS varying between a loss of...
In February 2026, PTC announced that SPG Company selected its cloud-based FlexPLM solution to replace a legacy PLM system and modernize end-to-end product lifecycle operations, aiming to improve data accuracy, collaboration, and development speed.
This client win reinforces PTC's vision for an Intelligent Product Lifecycle, where a unified product data foundation can underpin AI-driven transformation across large enterprises.
Next, we’ll examine how SPG’s move to FlexPLM, especially its...
Costamare (NYSE:CMRE) has put up another solid set of shipping numbers, with third quarter FY 2025 revenue of US$225.2 million and EPS of US$0.77, while trailing twelve month revenue sits at about US$2.1 billion with EPS of US$2.50. Over the past few reported periods, revenue has ranged from US$217.9 million to US$548.4 million a quarter and EPS from US$0.25 to US$0.90. This gives investors a clearer view of how earnings power has shifted across the cycle and where current margins are...
Liberty Global (LBTY.A) has reported another tough set of numbers for FY 2025, with Q3 revenue of US$1,207.1 million and a basic EPS loss of US$0.27, alongside trailing 12 month revenue of US$4.8 billion and a basic EPS loss of US$5.47. Over recent periods, the company has seen revenue move from US$1,069.5 million in Q3 2024 to US$1,207.1 million in Q3 2025, while EPS has shifted from a loss of US$4.0 in Q3 2024 to a loss of US$0.27 in Q3 2025. Overall, the latest figures keep the spotlight...
Clean Harbors FY 2025 Earnings Snapshot
Clean Harbors (CLH) has posted another solid set of FY 2025 numbers, with Q3 revenue of US$1.5b and basic EPS of US$2.22, alongside trailing twelve month revenue of US$6.0b and EPS of US$7.23. The company has seen quarterly revenue move between US$1.4b and US$1.6b over the past six reported periods, while basic EPS has ranged from US$1.09 to US$2.47, giving investors a clear view of how earnings track against the current revenue base. With a trailing...
Earlier this month, Jefferies began covering Levi Strauss & Co., highlighting its shift to a direct-to-consumer-first, head-to-toe denim lifestyle brand and the company’s focus on premium and lifestyle initiatives.
Jefferies’ upbeat commentary, echoed by CEO Michelle Gass’s claim that Levi’s has reached an inflection point with faster growth and improved profitability, shines a light on how the brand’s repositioning could reshape expectations for its next phase.
We’ll now examine how...
Hackett Group FY 2025 earnings snapshot
Hackett Group (HCKT) has wrapped up FY 2025 with fourth quarter revenue of about US$75.8 million and basic EPS of US$0.21, alongside trailing twelve month revenue of US$305.6 million and EPS of US$0.47 that sit against a net profit margin of 4.2% for the period. Over recent quarters, the company has seen revenue move between US$72.2 million and US$77.6 million, while quarterly EPS ranged from US$0.06 to US$0.31 and trailing EPS shifted from US$1.23 to...
The US and Taiwan have agreed to lower tariffs on Taiwanese imports, directly affecting Taiwan Semiconductor Manufacturing’s export terms into the US market.
The Taiwanese government has pledged new investments in US semiconductor, energy, and AI sectors, with major commitments from Taiwan Semiconductor Manufacturing.
These moves mark a shift in cross border cooperation that could influence how semiconductor supply chains and technologies are structured globally.
Taiwan Semiconductor...
Bel Fuse (BELF.A) has wrapped up FY 2025 with Q4 revenue of US$175.9 million and a basic EPS loss of US$0.43, while trailing twelve month figures show revenue of US$675.5 million and EPS of US$4.87, underpinned by trailing earnings growth of 50.2% year over year. The company has seen revenue step up from US$534.8 million on a trailing basis in Q4 2024 to US$675.5 million in Q4 2025, with net income rising from US$41.0 million to US$61.5 million over the same period, setting the stage for...
Twilio (NYSE:TWLO) reported quarterly results that exceeded prior expectations, with organic revenue contributions from its voice and AI products.
The company highlighted outperformance in its voice business and AI driven revenue within its latest Q4 update.
Moody’s upgraded Twilio’s credit rating, citing changes in its financial stability and a different view of its market position.
Twilio runs communications tools that help businesses manage voice, messaging, and customer engagement, and...
If you are wondering whether Live Oak Bancshares at around US$40.17 is still a fair deal or starting to look stretched, you are not alone.
The share price has had mixed moves recently, with a 1.5% decline over the last 7 days, a 6.8% gain over 30 days, a 15.7% gain year to date, and a 20.5% gain over 1 year, while the 5 year return sits at a 29.1% decline.
These moves have kept Live Oak Bancshares on many investors' radar, especially as sentiment around US regional banks continues to shift...
Barington Companies Management disclosed that it sold 143,900 TriMas shares in the fourth quarter of 2025, a transaction estimated at about US$5.02 million based on average quarterly pricing, while TriMas subsequently reported strong third-quarter aerospace sales growth and raised its full-year adjusted EPS guidance.
The combination of surging aerospace segment demand and management’s higher earnings guidance highlights how operational momentum is reshaping TriMas’ business mix and profit...
Recent commentary on MGM Resorts International (MGM) has focused on record results from its Macau operations and BetMGM reaching profitability, along with substantial share repurchases, all of which have drawn fresh attention to the stock.
See our latest analysis for MGM Resorts International.
The recent 1-day share price return of 8.52% has added to MGM’s 90-day share price return of 20.90%, even though the 1-year total shareholder return remains slightly negative at 3%. This suggests...
Recent share performance puts Boston Beer Company (SAM) back in focus
With no single headline event driving attention, Boston Beer Company (SAM) has still caught investor interest after a recent share price move. This has prompted a closer look at how the brewer’s fundamentals and valuation currently line up.
See our latest analysis for Boston Beer Company.
Recent trading has been choppy, with a 30 day share price return of 13.01% and a 90 day return of 21.16%, set against a 5 year total...
Ternium (NYSE:TX) has posted fresh FY 2025 numbers, with third quarter revenue of US$3.95b, basic EPS of US$0.10 and net income of US$20.6m, setting the tone for what has been an uneven year of reported profits. Over recent periods, revenue has moved in a tight band around US$3.9b to US$4.5b per quarter. In contrast, basic EPS has swung from a loss of US$3.71 in the second quarter of 2024, to a gain of US$1.43 in the fourth quarter of 2024, and US$1.10 in the second quarter of 2025. This...
Celanese (CE) has wrapped up FY 2025 with fourth quarter revenue of US$2.2 billion and basic EPS of US$0.23, against a trailing twelve month picture that includes a basic EPS loss of US$10.45 on revenue of US$9.5 billion. Over recent periods, quarterly revenue has ranged from US$2.4 billion to US$2.5 billion, while basic EPS has swung between a loss of US$12.39 and a profit of US$1.86. This sets up a story where investors are watching how far improving headline numbers can translate into...
Why Iron Mountain stock is in focus after its latest earnings
Iron Mountain (IRM) has climbed onto many watchlists after its fourth quarter earnings topped market expectations, supported by growth in data-focused businesses and new revenue guidance for 2026.
See our latest analysis for Iron Mountain.
Iron Mountain's latest earnings and 2026 revenue guidance landed alongside a fresh quarterly dividend declaration of US$0.864 per share and fourth quarter impairment charges, yet the share price...
