U.S. Hospitality Stock News

NasdaqGM:PAHC
NasdaqGM:PAHCPharmaceuticals

Phibro Animal Health (PAHC) Margin Rebound And EPS Surge Test Cautious Growth Narratives

Phibro Animal Health Q2 2026 earnings snapshot Phibro Animal Health (PAHC) just posted Q2 2026 results with revenue of US$373.9 million and basic EPS of US$0.68, while trailing twelve month figures stand at US$1.5 billion in revenue and basic EPS of US$2.27. The company has seen quarterly revenue move from US$309.3 million in Q2 2025 to US$373.9 million in Q2 2026, with basic EPS shifting from US$0.08 to US$0.68 over the same period. This sets up a scenario where investors may weigh these...
NasdaqCM:LTRX
NasdaqCM:LTRXCommunications

Lantronix (LTRX) Loss Narrows To US$1.3 Million And Tests Bullish Operating Leverage Narrative

Lantronix (LTRX) has just posted Q2 2026 results with revenue of about US$29.8 million and a basic EPS loss of roughly US$0.03, alongside trailing twelve month figures showing US$116.9 million in revenue and a basic EPS loss of about US$0.24. Over recent quarters the company has seen revenue move between US$28.5 million and US$34.4 million, while quarterly basic EPS has ranged from a loss of roughly US$0.10 to a loss of about US$0.03. This keeps the focus firmly on how efficiently each dollar...
NYSE:MC
NYSE:MCCapital Markets

Moelis (MC) TTM Margin Improvement To 15.4% Tests Bearish Profitability Narratives

Moelis (MC) has rounded out FY 2025 with fourth quarter revenue of US$487.9 million and basic EPS of US$1.19, setting the tone for a year in which trailing 12 month revenue reached about US$1.5 billion and EPS came in at US$3.11. The company reported an increase in revenue from US$438.7 million and EPS of US$1.27 in Q4 2024 to US$487.9 million and EPS of US$1.19 in Q4 2025, while trailing 12 month EPS moved from US$1.93 to US$3.11 over the same period. This provides investors with a snapshot...
NasdaqGS:LQDT
NasdaqGS:LQDTCommercial Services

A Look At Liquidity Services (LQDT) Valuation After Its Latest Earnings And Guidance Update

Why Liquidity Services stock is back in focus Liquidity Services (LQDT) is back on investors’ radars after reporting its first quarter results and issuing earnings guidance for the fiscal second quarter of 2026, giving the market fresh profit and EPS ranges to assess. See our latest analysis for Liquidity Services. The earnings release and fresh guidance appear to have kept interest in Liquidity Services elevated, with a 90 day share price return of 45.35% and a 3 year total shareholder...
NasdaqGS:MCRI
NasdaqGS:MCRIHospitality

Monarch Casino And Resort (MCRI) Margin Gains Reinforce Bullish Narratives Despite Modest Growth Forecasts

Monarch Casino & Resort (MCRI) has just wrapped up FY 2025 with fourth quarter revenue of US$140.0 million and basic EPS of US$1.27, while trailing twelve month figures show revenue of US$545.1 million and EPS of US$5.55, set against earnings growth of 39.3% over the past year. Over recent periods the company has seen revenue move from US$134.5 million in Q4 2024 to US$140.0 million in Q4 2025, with quarterly EPS shifting from US$0.23 to US$1.27 and trailing net profit margin sitting at 18.6%...
NasdaqCM:ECBK
NasdaqCM:ECBKBanks

ECB Bancorp (ECBK) Net Margin Expansion Reinforces Bullish Narratives Despite Premium P/E

ECB Bancorp’s FY 2025 earnings step up as margins strengthen ECB Bancorp (ECBK) has just wrapped up FY 2025 with fourth quarter total revenue of US$9.3 million and basic EPS of US$0.32, supported by quarterly net income of US$2.6 million. The company has seen total revenue move from US$7.4 million in Q4 2024 to US$9.3 million in Q4 2025, while basic EPS has shifted from US$0.18 to US$0.32 over the same period, alongside trailing twelve month net income of US$7.8 million. For investors, the...
NYSE:YOU
NYSE:YOUSoftware

Clear Secure (YOU) Valuation Check After Strong Earnings Beats And Rising Investor Attention

Why Clear Secure Is Suddenly in the Spotlight Clear Secure (YOU) has jumped up investors’ watchlists after a run of quarters where it beat both earnings and revenue expectations, drawing fresh media coverage and interest in its recent stock moves. See our latest analysis for Clear Secure. Despite a 44.92% total shareholder return over the past year, recent share price performance has cooled. The 30 day share price return is 9.30% and the 90 day share price return is 9.67%, which hints that...
NYSE:ASAN
NYSE:ASANSoftware

Is Asana’s (ASAN) AI Pivot Quietly Rewriting Its Core Monetization Playbook?

In recent days, Asana reported past progress on tightening financial discipline and raised its full-year revenue and operating margin guidance while operating in a constrained growth backdrop. A key takeaway is Asana’s push into AI-powered offerings like AI Studio and AI Teammates, which could gradually shift its business toward a more consumption-oriented model less tied to traditional seat expansion. Next, we’ll examine how Asana’s focus on AI-driven products and evolving monetization...
NYSE:A
NYSE:ALife Sciences

Agilent Technologies (A) Valuation Check After New Automation And AI Lab Tools Showcase

Agilent Technologies (A) is putting automation, imaging, and AI tools front and center at the SLAS2026 conference in Boston, previewing new platforms aimed at workflow efficiency and regulatory compliance in pharma and biotech labs. See our latest analysis for Agilent Technologies. Despite the automation and AI product momentum, Agilent’s recent trading has been weaker, with a 30 day share price return of a 12.17% decline and a 1 year total shareholder return of an 11.48% decline, pointing to...
NYSE:LCII
NYSE:LCIIAuto Components

Is LCI Industries (LCII) Priced Right After Strong 1-Year Share Price Rebound?

If you are wondering whether LCI Industries is fairly priced or offering value right now, you are not alone. This article will walk through the key numbers that matter. The stock last closed at US$152.75, with returns of 2.3% over 7 days, 20.8% over 30 days, 22.9% year to date, 57.8% over 1 year, 49.1% over 3 years and 26.7% over 5 years. This naturally raises questions about what is already reflected in the current price. Recent coverage of LCI Industries has focused on how investors are...
NYSE:BWA
NYSE:BWAAuto Components

BorgWarner Dividend Reaffirmed As Valuation And Momentum Draw Attention

BorgWarner (NYSE:BWA) declared a quarterly cash dividend, reaffirming its regular payout to shareholders. The board approval signals continued capital return through ongoing dividend distributions. BorgWarner focuses on powertrain and eMobility solutions for global automakers, with products that span combustion, hybrid, and electric vehicle technologies. For investors watching the auto components space, dividend decisions can be especially relevant as manufacturers and suppliers adjust...
NasdaqGS:AMPH
NasdaqGS:AMPHPharmaceuticals

Is Amphastar (AMPH) Turning Margin Compression Into a Test of Its Operational Discipline?

Amphastar Pharmaceuticals recently reported that rising day-to-day expenses have outpaced revenue, causing its adjusted operating margin to contract by 4.3 percentage points. This margin pressure is particularly important for Amphastar, which operates with a relatively small revenue base and fewer distribution channels than larger drugmakers. We’ll examine how this adjusted operating margin compression shapes Amphastar’s investment narrative, particularly around cost control and operational...
NasdaqGS:KE
NasdaqGS:KEElectronic

Kimball Electronics (KE) Margin Rebound Challenges Long Term Earnings Skepticism In Q2 2026

Kimball Electronics (KE) has put out a mixed Q2 2026 update, with revenue of US$341.3 million and basic EPS of US$0.15, alongside trailing twelve month EPS of US$0.98 on US$1.46 billion of revenue that reflects a sharp 199.5% earnings gain over the last year but a longer run of choppy results. The company has seen quarterly revenue move between US$341.3 million and US$380.5 million over the past six reported periods, while basic EPS has ranged from about US$0.13 to US$0.41. This sets the...
NYSE:EW
NYSE:EWMedical Equipment

Edwards Lifesciences Nears SAPIEN M3 Decision As Big Money Moves

Edwards Lifesciences (NYSE:EW) is awaiting an FDA decision on its SAPIEN M3 Transcatheter Mitral Valve Replacement system, a potential milestone for its structural heart portfolio. Institutional investors have been building positions around this catalyst, with recent order flow suggesting heightened attention on the upcoming regulatory outcome. The company has also been active with a share repurchase program, signaling confidence from management in the long term outlook. Edwards...
NasdaqGM:BLBD
NasdaqGM:BLBDMachinery

Blue Bird (BLBD) Margin Strength And 20% Earnings Growth Test Cautious Narratives

Blue Bird (BLBD) has opened fiscal 2026 with Q1 revenue of US$333.1 million and basic EPS of US$0.97, alongside trailing twelve month revenue of about US$1.5 billion and EPS of US$4.09 that reflects a 20% earnings lift over the past year. Over recent quarters, the company has seen revenue move from US$313.9 million in Q1 2025 to US$333.1 million in Q1 2026, while basic EPS shifted from US$0.89 to US$0.97 as net profit margin held in the high single digits. With net profit margin edging up to...
NasdaqGS:CVCO
NasdaqGS:CVCOConsumer Durables

Why Cavco Industries (CVCO) Is Up 6.3% After Mixed Q3 Earnings And Ongoing Share Buybacks

Cavco Industries reported third-quarter 2025 results on January 29, 2026, with sales rising to US$558.5 million while net income and earnings per share from continuing operations declined year over year, even as nine-month figures showed higher sales and net income versus the prior period. The company also disclosed progress on its May 2025 share repurchase plan, having bought back 92,568 shares for US$52.32 million, trimming its share count by just over 1% during a period of mixed quarterly...
NYSE:NFG
NYSE:NFGGas Utilities

A Look At National Fuel Gas (NFG) Valuation After Strong First Quarter Earnings And Shareholder Returns

National Fuel Gas (NFG) has just posted first quarter earnings that included revenue of US$651.51 million and net income of US$181.65 million, along with higher earnings per share compared with the prior year. See our latest analysis for National Fuel Gas. Those stronger quarterly numbers sit alongside a 6.5% 1 month share price return and a 6.7% 3 month share price return. The 1 year total shareholder return of 20.2% and 5 year total shareholder return of 126.0% point to momentum that has...
NYSE:MPC
NYSE:MPCOil and Gas

Marathon Petroleum Balances Sectorwide Labor Talks With California Sustainability Push

Marathon Petroleum, ticker NYSE:MPC, has proposed a new four year labor contract to the United Steelworkers union, covering a significant portion of the U.S. refining workforce. At the same time, the company has launched a community investment initiative in California through an educational partnership focused on water recycling with the Water Replenishment District. The dual developments touch both operational labor terms and Marathon's approach to environmental education and community...
NYSE:SYF
NYSE:SYFConsumer Finance

Synchrony Financial Balances Mixed Q4 Results With Capital Returns Focus

Synchrony Financial (NYSE:SYF) reported mixed Q4 results, pairing better-than-expected adjusted earnings per share with a cautious net revenue outlook for 2025. Management highlighted growing digital engagement, new product categories and successful partner renewals as key themes from the quarter. The company also pointed to moderating consumer spending trends and the potential impact of anticipated interest rate cuts on its business. For you as an investor, the current picture around...
NYSE:CAAP
NYSE:CAAPInfrastructure

Is It Too Late To Consider Corporación América Airports (NYSE:CAAP) After Its Strong 3-Year Run?

Investors may be wondering whether Corporación América Airports still represents good value after its strong share price history, or if most of the opportunity is already reflected in the current US$28.24 price. The stock has had a mixed recent run, with a 7% decline over the last week, a 5.5% gain over the past month, and returns of 6.3% year to date and 42.7% over the last year. Over longer periods, the 3 year gain is very large and the 5 year return is also very large. Recent attention on...
NYSE:KEX
NYSE:KEXShipping

Is Strong Q4, Cash Flow Outlook And Buybacks Altering The Investment Case For Kirby (KEX)?

In January 2026, Kirby Corporation reported fourth-quarter 2025 revenue of US$851.78 million and net income of US$91.81 million, alongside continued share repurchases totaling 1,030,729 shares for US$101.60 million in the quarter. Management also projected 2026 operating cash flow of US$575 million to US$675 million and signaled an ongoing focus on both acquisitions and returning cash to shareholders, underscoring an emphasis on capital deployment. With these stronger earnings and Kirby’s...
NYSE:BG
NYSE:BGFood

Is It Time To Reassess Bunge Global (BG) After Its Strong 1-Year Share Price Surge

If you are wondering whether Bunge Global's share price fairly reflects its business today, you are not alone. This article is here to help you size up what you are actually paying for. The stock closed at US$113.94, with a 1.1% decline over the last 7 days, while returns sit at 20.8% over 30 days, 23.0% year to date, 70.2% over 1 year, 29.5% over 3 years and 71.1% over 5 years. These moves have put Bunge Global back on many investors radars, as they reassess what is already priced into the...
NYSE:EMN
NYSE:EMNChemicals

A Look At Eastman Chemical (EMN) Valuation After Earnings Softness And Fresh Analyst Optimism

Why Eastman Chemical’s latest earnings and analyst reactions matter Eastman Chemical (EMN) has been in focus after its full year 2025 earnings and a cluster of analyst rating reaffirmations and price target changes, even as some international revenues and recent performance raised questions. See our latest analysis for Eastman Chemical. Despite weaker full year 2025 earnings, Eastman Chemical’s share price has shown strong recent momentum, with a 24.21% 3 month share price return and an...
NYSE:FAF
NYSE:FAFInsurance

First American Financial Faces Stagnant Growth With Questionable Valuation Appeal

First American Financial (NYSE:FAF) is experiencing a prolonged period of weak revenue and earnings per share growth. This extended phase of minimal topline and per share progress points to ongoing operational stagnation. The company’s growth trends continue to lag industry and broader market benchmarks. First American Financial, a major player in title insurance and related real estate services, sits at the crossroads of housing activity, mortgage volumes, and broader transaction trends...