U.S. Infrastructure Stock News

NYSE:SEM
NYSE:SEMHealthcare

Select Medical Holdings (SEM) Thin 2.4% Margin Recovery Tests Bullish Rehab Growth Narrative

Select Medical Holdings (SEM) opened 2026 with Q1 revenue of US$1.4b and basic EPS of US$0.35, setting the tone for how the market will read its latest move in profitability. Over the past few quarters, the company has seen revenue move from US$1.35b in Q1 2025 to US$1.42b in Q1 2026, while basic EPS shifted from US$0.44 to US$0.35 across the same periods, giving investors a clear view of how growth and earnings are tracking into this year. With trailing net profit margins sitting at 2.4%,...
NasdaqGM:FLGT
NasdaqGM:FLGTHealthcare

Fulgent Genetics (FLGT) Trailing US$60 Million Loss Tests Bullish Margin Narratives

Fulgent Genetics Q1 2026 earnings snapshot Fulgent Genetics (FLGT) has entered Q1 2026 with trailing 12 month revenue of US$322.7 million and a basic EPS loss of US$1.97. This sets up another quarter where the top line shows scale, while profitability remains under pressure. Over recent quarters, revenue has moved from US$76.2 million in Q4 2024 to US$83.3 million in Q4 2025, while quarterly basic EPS has ranged from a loss of US$0.19 to a loss of US$0.76. This highlights that growth in...
NYSE:POR
NYSE:PORElectric Utilities

Portland General Electric (POR) Margin Compression Tests Bullish Growth Narratives Heading Into Q1 2026

Portland General Electric (POR) opened 2026 earnings season with Q1 results that follow a year where trailing twelve month revenue sat at about US$3.6b and Basic EPS was US$2.77, backed by full year 2025 quarterly revenue in the US$807 million to US$952 million range and Basic EPS between US$0.36 and US$0.93. Over that same period, quarterly net income excluding extra items moved between US$41 million and US$103 million, while the latest trailing twelve month net income was US$306 million,...
NYSE:CL
NYSE:CLHousehold Products

Colgate-Palmolive (CL) One Off Loss Hits Margins And Tests Premium P E Narrative

Colgate-Palmolive (CL) has just posted its latest quarterly scorecard with Q4 2025 revenue of US$5.2 billion, basic EPS of US$0.91 and net income of US$735 million, setting the stage for how Q1 2026 will be judged. Over recent quarters, revenue has held close to the US$5.0 billion mark, moving from US$4.9 billion in Q1 2025 to US$5.1 billion in Q3 2025, while basic EPS ranged from US$0.85 to US$0.92 across that same stretch, giving investors a clear view of how profits track against a...
NasdaqGS:INBK
NasdaqGS:INBKBanks

First Internet Bancorp (INBK) Q1 EPS Profitability Tests Bearish Volatility Narrative

First Internet Bancorp (INBK) opened 2026 with Q1 revenue of US$26.8 million and basic EPS of US$0.29, while trailing twelve month figures show total revenue of US$47.4 million and a basic EPS loss of US$3.84. Over the past reported quarters, revenue has moved from US$32.3 million in Q4 2024 to US$23.6 million in Q1 2025, US$19.9 million in Q2 2025, US$29.1 million in Q3 2025, US$29.7 million in Q4 2025, and now US$26.8 million in Q1 2026. EPS shifted from US$0.84 in Q4 2024 to US$0.11,...
NYSE:SAM
NYSE:SAMBeverage

Boston Beer Company Q1 EPS Loss Challenges Bullish Profitability Narratives

Boston Beer Company (SAM) opened 2026 with Q1 revenue of US$433.9 million and a basic EPS loss of US$13.88, setting a cautious tone for shareholders tracking both top line scale and per share profitability. Over the past year, quarterly revenue has moved within a band from US$385.7 million to US$587.9 million, while basic EPS has swung from a profit of US$5.45 in Q2 2025 to a loss in the most recent quarter, leaving trailing 12 month EPS at a loss of US$5.73. With the company currently...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

Casella Waste Systems (CWST) Margin Strain And Q1 Loss Test Bullish Growth Narratives

Casella Waste Systems (CWST) opened Q1 2026 with revenue of US$457.3 million and a basic EPS loss of US$0.09, while trailing twelve month revenue stood at about US$1.9 billion and basic EPS was US$0.11. Over recent quarters, revenue has moved from US$417.1 million in Q1 2025 through a range of US$465.3 million to US$485.4 million, with quarterly EPS swinging between a loss of US$0.08 and a profit of US$0.16. This sets up a mixed margin picture that puts the focus squarely on how efficiently...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Reddit (RDDT) TTM Net Margin Jump Reinforces Bullish Profitability Narratives

Reddit (RDDT) opened 2026 with Q1 revenue of US$663.4 million and basic EPS of US$1.07, alongside trailing twelve month revenue of about US$2.5 billion and basic EPS of US$3.75 that reflect a very large uplift in earnings over the past year. Over the past five reported quarters, revenue has moved from US$392.4 million in Q1 2025 to US$663.4 million in Q1 2026, while quarterly basic EPS shifted from US$0.14 to US$1.07 as trailing net margins stepped up sharply, putting profitability and...
NasdaqGM:NIPG
NasdaqGM:NIPGEntertainment

NIP Group (NIPG) EPS Loss Of US$4.81 Tests Bullish Profitability Narratives

NIP Group (NIPG) has just reported its FY 2025 first half results, with revenue of about US$61.2 million and a basic EPS loss of US$4.81, alongside a net loss of roughly US$136.0 million. The company has seen revenue move from about US$39.3 million in the first half of FY 2024 to US$45.9 million in the second half and then to US$61.2 million in the first half of FY 2025. Over the same periods, basic EPS has shifted from a loss of US$2.09 to a loss of US$0.16 and then to a loss of US$4.81,...
OTCPK:TRUX
OTCPK:TRUXBanks

Truxton Financial (TRUX) Loan Growth And Stable Margins Reinforce Long Term Bullish Narratives

Truxton (TRUX) has followed up its Q1 2026 update with a solid recent run of numbers, with Q4 2025 revenue at US$14.3 million and net income at US$4.9 million, feeding into trailing twelve month revenue of US$56.6 million and net income of US$20.9 million. Over the past year, revenue has stepped up from US$48.1 million to US$56.6 million, and basic EPS has moved from US$6.35 to US$7.46. This gives investors a clear line of sight on how the income statement is tracking. With a trailing net...
NasdaqGS:WTW
NasdaqGS:WTWInsurance

Willis Towers Watson Leans On AI And M&A Cover To Reignite Story

Willis Towers Watson (NasdaqGS:WTW) has appointed Spike Lipkin as Chief AI Officer and Gordon Wintrob as Head of AI Acceleration, following its acquisition of Newfront. The company is rolling out Merger Protect, an M&A insurance product focused on financial risks tied to U.S. antitrust regulatory reviews. These moves reflect a push to apply AI across WTW's global platform while expanding risk solutions for complex deal making. For investors watching NasdaqGS:WTW, the news comes after a...
NasdaqGS:PCRX
NasdaqGS:PCRXPharmaceuticals

Pacira BioSciences (PCRX) Return To Profitability Tests Bullish Growth Narratives

Pacira BioSciences (PCRX) opened 2026 with Q1 revenue of US$177.4 million and basic EPS of US$0.07, while trailing twelve month figures sit at US$734.9 million of revenue and basic EPS of US$0.12 as the company remains in positive net income territory. Over recent quarters, revenue has moved between US$168.9 million and US$196.9 million with basic EPS ranging from a loss of US$0.11 to a high of US$0.35, providing a clear view of how profitability has been stabilising around modest net income...
NasdaqGS:NXPI
NasdaqGS:NXPISemiconductor

A Look At NXP Semiconductors (NXPI) Valuation As Strong Q1 2026 Beat Lifts Growth Expectations

NXP Semiconductors (NXPI) grabbed investor attention after reporting Q1 2026 results with revenue of US$3.18b and net income of US$1.12b, alongside above-consensus guidance for Q2 that emphasized automotive, industrial and AI-related demand. See our latest analysis for NXP Semiconductors. The latest Q1 surprise has come on top of a strong run, with a 51% 30 day share price return and a 60% 1 year total shareholder return pointing to building momentum around NXP’s AI and automotive story. If...
NYSE:CNH
NYSE:CNHMachinery

CNH Industrial (CNH) Q1 Margin Compression Tests Bullish Earnings Growth Narrative

CNH Industrial (NYSE:CNH) opened 2026 with Q1 revenue of US$3,826 million and basic EPS of roughly US$0.01, alongside net income of US$7 million that contrasts sharply with the much stronger profit levels seen last year. Over recent quarters the company has reported revenue in a range of about US$3,800 million to US$5,100 million, while basic EPS has moved between roughly US$0.01 and US$0.17. This gives investors a clear view of how earnings sensitivity has played out against a relatively...
NYSE:SPXC
NYSE:SPXCMachinery

Assessing SPX Technologies (SPXC) Valuation After Recent Share Price Volatility

Why SPX Technologies is on investors' radar today SPX Technologies (SPXC) has drawn fresh attention after recent share price moves, with the stock showing mixed returns over the past week, month and past 3 months, prompting a closer look at its fundamentals. See our latest analysis for SPX Technologies. Despite a 4.9% one day share price decline and a softer 7 day share price return of 6.6%, SPX Technologies sits at US$208.13 with a 1 year total shareholder return of 43.8%, reflecting...
NasdaqGS:PFIS
NasdaqGS:PFISBanks

Peoples Financial Services (PFIS) Net Margin Surge To 31% Challenges Cautious Narratives

Peoples Financial Services (PFIS) opened 2026 with Q1 revenue of US$48.4 million and basic EPS of US$1.47, supported by trailing twelve month revenue of US$190.4 million and EPS of US$5.89. The company reported an increase in revenue from US$40.8 million in Q4 2024 to US$48.4 million in Q1 2026, while quarterly basic EPS rose from US$0.61 to US$1.47 over the same period, drawing attention to how the higher net profit margin may influence overall earnings quality. See our full analysis for...
NYSE:FND
NYSE:FNDSpecialty Retail

Floor & Decor Holdings (FND) Q1 Net Margin Holds Near 4.3% Testing Bullish Profit Narratives

Floor & Decor Holdings (FND) opened 2026 with Q1 revenue of US$1.2b and basic EPS of US$0.37, setting the tone for how the business is performing against expectations. Over the past year of reported quarters, revenue has ranged from US$1.1b to US$1.2b while basic EPS has moved between about US$0.36 and US$0.59, giving investors a clear view of how the top line and per share earnings have been tracking into the latest print. With trailing net profit margins sitting in the low single digits,...
NasdaqGS:BOOM
NasdaqGS:BOOMEnergy Services

DMC Global (BOOM) Q1 Loss Deepens And Reinforces Bearish Profitability Narratives

Q1 2026 earnings recap and setup DMC Global (BOOM) has posted Q1 2026 revenue of US$135.6 million with a basic EPS loss of US$0.30, while trailing twelve month revenue sits at US$586.1 million and EPS at a loss of US$1.23. Over recent quarters, revenue has moved from US$159.3 million in Q1 2025 through US$155.5 million, US$151.5 million and US$143.5 million to US$135.6 million in Q1 2026. Basic EPS shifted from a profit of US$0.04 to quarterly losses between US$0.10 and US$0.59, signaling...
NasdaqGM:NMIH
NasdaqGM:NMIHDiversified Financial

NMI Holdings (NMIH) 55% Net Margin Reinforces Bullish Profitability Narrative

NMI Holdings (NMIH) has reported another quarter of solid profitability, with Q4 2025 revenue at US$180.7 million and basic EPS of US$1.23, supported by trailing twelve month revenue of US$706.4 million and EPS of US$5.01. Over the last six reported quarters, revenue has moved from US$166.1 million in Q3 2024 to US$180.7 million in Q4 2025, while basic EPS has ranged between US$1.09 and US$1.31. This sets up a story in which high net margins and steady earnings keep investor attention on how...
NYSE:LU
NYSE:LUConsumer Finance

Lufax Holding (NYSE:LU) TTM Net Loss Deepens To C¥3.9b Challenging Earnings Recovery Hopes

Lufax Holding (NYSE:LU) has just posted another tough set of FY 2025 numbers, with Q3 2024 revenue of C¥5.5b alongside a basic EPS loss of C¥1.12 and net income loss of C¥874.8m. The company has seen quarterly revenue move from C¥9.3b in Q2 2023 to C¥8.1b in Q3 2023, then to C¥5.5b in Q3 2024, while basic EPS shifted from a profit of C¥1.68 in Q2 2023 and C¥0.16 in Q3 2023 to losses across the last four reported quarters. At a share price of US$1.95 and with losses weighing on recent margins,...
NasdaqGM:FINW
NasdaqGM:FINWBanks

FinWise Bancorp (FINW) Q1 Net Margin Deterioration Challenges Bullish Growth Narratives

FinWise Bancorp (FINW) opened Q1 2026 with total revenue of US$32.1 million and basic EPS of US$0.21, alongside trailing 12 month revenue of US$105.5 million and EPS of US$1.16 that set the backdrop for the latest print. Over the past year, the company has seen revenue move from US$69.8 million to US$105.5 million and trailing EPS shift from US$0.98 to US$1.16, giving you a clear sense of how the top and bottom line have been tracking into this quarter. With trailing net profit margin at...
NYSE:NSP
NYSE:NSPProfessional Services

Insperity (NSP) Q1 EPS Rebound Tests Bearish Margin Narratives

Insperity (NSP) opened 2026 with Q1 revenue of US$1.9b and basic EPS of US$0.88, alongside net income of US$33m. On a trailing twelve month basis, revenue stands at US$6.8b and basic EPS at a loss of US$0.66 tied to a net loss of US$25m. Over recent quarters the company has reported revenue between US$1.6b and US$1.9b, with quarterly basic EPS ranging from a profit of US$1.34 to a loss of US$0.88. This places the latest figures against a backdrop of shifting margins and profitability...
NYSE:QSR
NYSE:QSRHospitality

A Look At Restaurant Brands International (QSR) Valuation After Recent Mixed Share Price Performance

How Restaurant Brands International stock has been performing Restaurant Brands International (NYSE:QSR) has drawn attention after recent share price moves, with the stock showing mixed shorter term returns and stronger performance over the past 3 months and year. Over the past day and week, the stock recorded returns of about a 1% decline and a 1% decline respectively, while the past month and past 3 months show gains of 7% and 19%. Looking at a longer stretch, the shares show a year to date...
NYSE:AGCO
NYSE:AGCOMachinery

Is AGCO’s Higher Dividend With Limited Investor Rights Reshaping Its Governance Narrative (AGCO)?

In April 2026, AGCO Corporation held its annual general meeting, where shareholders rejected a proposal to allow investors to call special meetings, and the board separately approved a regular quarterly dividend increase to US$0.30 per share, implying US$1.20 per share on an annual basis. This combination of a modest dividend raise and the decision to maintain existing shareholder rights structures offers insight into how AGCO currently balances capital returns with board control over...