U.S. IT Stock News

NYSE:ENOV
NYSE:ENOVMedical Equipment

Enovis (ENOV) FY 2025 Loss Of US$9.07 EPS Tests Margin Turnaround Narrative

Enovis (ENOV) has wrapped up FY 2025 with fourth quarter revenue of US$575.8 million and a basic EPS loss of US$9.07, alongside trailing twelve month revenue of about US$2.2 billion and a cumulative EPS loss of US$20.72. Over the past six reported quarters, revenue has moved from US$505.2 million in Q3 2024 to US$575.8 million in Q4 2025, while basic EPS has ranged from a loss of US$0.61 to a loss of US$12.06 as the business absorbed sizeable charges and ongoing losses. That mix of solid top...
NYSE:SDRL
NYSE:SDRLEnergy Services

Assessing Seadrill (SDRL) Valuation After 2025 Results Reveal Losses Contracts And 2026 Guidance

Seadrill (SDRL) is back in focus after releasing fourth quarter and full year 2025 results, combining higher reported revenues with a shift to a net loss, an impairment charge, fresh rig contracts, and 2026 revenue guidance. See our latest analysis for Seadrill. At a share price of $43.26, Seadrill has seen a 1 month share price return of 11.64% and a 90 day share price return of 41.74%. The 1 year total shareholder return of 66.32% contrasts with a 3 year total shareholder return decline of...
NasdaqGS:METC
NasdaqGS:METCMetals and Mining

Ramaco Resources (METC) Posts US$14.7 Million Q4 Loss Reinforcing Bearish Margin Concerns

Ramaco Resources (METC) closed FY 2025 with fourth quarter revenue of US$128.0 million and a net loss of US$14.7 million, equal to basic EPS of US$0.22 loss. Trailing twelve month revenue stood at US$536.6 million against a net loss of US$51.4 million or basic EPS of US$0.78 loss. The company has seen quarterly revenue range from US$120.996 million to US$152.959 million over 2025 as EPS moved between US$0.18 loss and US$0.26 loss. Investors may compare these results with existing forecasts...
NYSE:CHE
NYSE:CHEHealthcare

Chemed FY 2025 Margin Compression Challenges Bullish Hospice Growth Narrative

Chemed FY 2025 results set up a mixed margin story for investors Chemed (CHE) has wrapped up FY 2025 with fourth quarter revenue of US$639.3 million and basic EPS of US$5.48, alongside net income excluding extra items of US$76.8 million. This gives investors a clear read on its latest operating run rate. Over recent quarters the company has seen revenue move from US$606.2 million in Q3 2024 to US$646.9 million in Q1 2025 and US$639.3 million in Q4 2025. Basic EPS has ranged from US$5.04 in Q3...
NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

Mirum Pharmaceuticals (MIRM) Narrowing Losses Challenge Bearish Profitability Narratives In FY 2025 Results

FY 2025 results snapshot Mirum Pharmaceuticals (MIRM) has wrapped up FY 2025 with Q4 revenue of US$148.9 million and a basic EPS loss of US$0.11, alongside trailing twelve month revenue of US$521.3 million and a full year basic EPS loss of US$0.47. Over recent quarters the company has seen revenue move from US$99.4 million in Q4 2024 to US$148.9 million in Q4 2025, while quarterly basic EPS has ranged between a loss of US$0.50 in Q4 2024 and a small profit of US$0.06 in Q3 2025. This latest...
NYSE:USB
NYSE:USBBanks

Fresh Bond Issuance And Analyst Upgrades Might Change The Case For Investing In U.S. Bancorp (USB)

Over the past week, U.S. Bancorp has issued a series of long-dated, fixed-rate, callable senior unsecured and unsubordinated notes totaling more than US$80,000,000 in principal, across maturities from 2031 to 2046 and coupons generally between 4% and 5.65%. Alongside these bond offerings, analysts have turned more positive on U.S. Bancorp following better-than-expected earnings, with several upgrades and buy ratings highlighting improved operational performance despite ongoing growth...
NYSE:PRKS
NYSE:PRKSHospitality

United Parks And Resorts (PRKS) Margin Compression Reinforces Bearish Profitability Narrative

United Parks & Resorts (PRKS) just wrapped up FY 2025 with fourth quarter revenue of US$373.5 million and basic EPS of US$0.28, alongside net income of US$15.1 million. Over recent quarters, the company has seen revenue move between US$286.9 million and US$545.9 million, while basic EPS has ranged from a quarterly loss of US$0.29 to a peak of US$2.09. Trailing 12 month EPS sits at US$3.09 on net income of US$168.4 million from revenue of US$1.7 billion. With a trailing net margin of 10.1% and...
NYSE:BK
NYSE:BKCapital Markets

Has The Market Run Too Far On Bank of New York Mellon Corporation (BK) After 43% One-Year Gain?

Wondering if Bank of New York Mellon Corporation is reasonably priced after its strong run, or if you might be paying too much for BNY today? This article walks through that question with a clear focus on what you are getting for the current share price. BNY recently closed at US$121.61, with returns of 2.9% over the last 7 days, 2.3% over 30 days, 3.9% year to date and 42.9% over the past year, plus very large gains over 3 and 5 years at about 1.6x and just over 2x respectively. These moves...
NYSE:KGS
NYSE:KGSEnergy Services

Kodiak Gas Services (KGS) Earnings Growth And 6.2% Margin Test Recurring Revenue Narrative

Kodiak Gas Services (KGS) has just wrapped up FY 2025 with Q4 revenue of US$332.9 million and basic EPS of US$0.29, alongside trailing twelve month revenue of US$1.3 billion and EPS of US$0.92 that sit against a 61.4% earnings growth figure for the year. The company has seen revenue move from US$1.2 billion and EPS of US$0.60 on a trailing basis at the end of 2024 to the latest US$1.3 billion and US$0.92, with net profit margin at 6.2% compared with 4.3% the prior year. This puts the focus...
NasdaqGS:CRSR
NasdaqGS:CRSRTech

Corsair Gaming (CRSR) Q4 Profit Sparks Fresh Debate On Path To Sustainable Margins

Corsair Gaming FY 2025 Results Set Up a Margin Story for Investors Corsair Gaming (CRSR) closed FY 2025 with Q4 revenue of US$436.9 million and basic EPS of US$0.23, alongside trailing twelve month revenue of US$1.47 billion and a trailing basic EPS loss of US$0.12. The company has seen quarterly revenue range from US$320.1 million to US$436.9 million over the past year, while quarterly basic EPS has swung between a loss of US$0.16 and a profit of US$0.23. This puts the focus firmly on how...
NasdaqGS:SKYW
NasdaqGS:SKYWAirlines

SkyWest (SKYW) Is Up 6.6% After Earnings Upgrades And Fleet Expansion News Has The Bull Case Changed?

Recently, SkyWest drew investor attention as analysts raised earnings estimates and highlighted the airline’s expanding E175 fleet and strong operational metrics, including higher block hours and a high flight completion rate. This combination of upgraded earnings expectations and evidence of reliable performance has reinforced the view of SkyWest as a value-oriented regional carrier with improving fundamentals. Now we’ll examine how upward earnings estimate revisions, combined with fleet...
NasdaqGS:IQ
NasdaqGS:IQEntertainment

IQiyi (NasdaqGS:IQ) Ends FY 2025 Nearly Break-Even Challenging Profitability Concerns

iQIYI (NasdaqGS:IQ) has wrapped up FY 2025 with Q4 revenue of C¥6.8b and a small net loss of C¥5.8m, translating to basic EPS of C¥0.01 loss as the latest quarter in a mixed year of profits and losses. Over recent periods, the company has seen quarterly revenue move from C¥6.6b in Q4 2024 to C¥7.2b in Q1 2025, then remain in the C¥6.6b to C¥6.8b range through Q2 and Q3 2025. EPS moved from a profit of C¥0.24 in Q3 2024 to a profit of C¥0.19 in Q1 2025 before returning to quarterly losses. For...
NasdaqCM:LIND
NasdaqCM:LINDHospitality

Lindblad Expeditions Holdings Q4 Losses Challenge Bullish Profitability Narratives

Lindblad Expeditions Holdings (LIND) closed out FY 2025 with Q4 revenue of US$183.2 million and a basic EPS loss of US$0.43, alongside trailing twelve month revenue of US$771.0 million and a net loss of US$34.6 million. Over recent periods the company has seen quarterly revenue move from US$148.6 million in Q4 2024 to US$240.2 million in Q3 2025 and EPS swing between a profit of US$0.39 in Q3 2024 and losses such as US$0.18 in Q2 2025. This underlines how sensitive margins remain to occupancy...
NasdaqGS:BBSI
NasdaqGS:BBSIProfessional Services

Barrett Business Services (BBSI) Margin Slippage Tests Bullish Growth Narrative

Barrett Business Services (BBSI) just closed FY 2025 with Q4 revenue of $321.1 million and basic EPS of $0.65, while trailing twelve month revenue stood at $1.2 billion with EPS of $2.13. This gives investors a clear snapshot of both the latest quarter and the year in aggregate. The company has seen quarterly revenue move from $304.8 million and EPS of $0.65 in Q4 2024 to $321.1 million and EPS of $0.65 in Q4 2025, with trailing net income over the last year at $54.4 million anchoring the...
NasdaqGM:GCT
NasdaqGM:GCTRetail Distributors

GigaCloud Technology (GCT) Margin Steady At 10.6% Tests Bullish Expansion Narrative

GigaCloud Technology (GCT) has capped FY 2025 with fourth quarter revenue of US$362.7 million and basic EPS of US$1.04, while trailing twelve month revenue sits at about US$1.3 billion with EPS of US$3.60. The company has seen quarterly revenue move from US$271.9 million and EPS of US$0.68 in Q1 2025 to US$362.7 million and US$1.04 in Q4 2025, alongside trailing EPS growth of 9.2% over the past year and a net profit margin of 10.6%. That combination of higher recent earnings, steady margins...
NYSE:SO
NYSE:SOElectric Utilities

How Investors Are Reacting To Southern (SO) Record DOE Loan And Mixed 2025 Earnings Metrics

In February 2026, Southern Company reported that fourth-quarter 2025 revenue rose to US$6.98 billion while net income eased to US$416 million, and full-year 2025 revenue grew to US$29.55 billion with net income of US$4.34 billion, alongside slightly lower earnings per share from continuing operations. Around the same time, U.S. Department of Energy financing of about US$26.54 billion for Southern’s Georgia Power and Alabama Power units signaled a transformation in how the company will fund...
NasdaqGS:LPLA
NasdaqGS:LPLACapital Markets

SEC Clears LPL Cash Sweep As AI Push And Lawsuits Shape Outlook

SEC closes its investigation into LPL Financial Holdings' cash sweep program with no enforcement action. LPL Financial continues to face client lawsuits tied to fiduciary and cash management issues. The firm expands its collaboration with Anthropic to build AI tools for its advisor network. For investors watching LPL Financial Holdings (NasdaqGS:LPLA), the SEC decision removes a key source of regulatory uncertainty around its cash sweep program. Shares recently traded at $319.191, with the...
NYSE:LUMN
NYSE:LUMNTelecom

Lumen Turnaround Sets Stage For Fiber Growth And AI Network Shift

Lumen Technologies (NYSE:LUMN) has announced the completion of its business turnaround. The company outlined a multi year growth plan centered on fiber expansion and AI driven enterprise services. Lumen is adopting Blue Planet AI agents to overhaul how its network is monitored and managed. Lumen Technologies, trading at $7.04, is highlighting a shift from its legacy telecom roots toward an enterprise focused, AI enabled infrastructure model. The share price has seen a 56.1% return over the...
NasdaqGS:DNLI
NasdaqGS:DNLIBiotechs

Does Denali Therapeutics' (DNLI) Widening Quarterly Loss Reframe Its Pipeline-First Investment Narrative?

Denali Therapeutics Inc. recently reported fourth-quarter 2025 results, with a net loss of US$128.55 million, compared with US$114.75 million a year earlier, and basic and diluted loss per share from continuing operations of US$0.73 versus US$0.67. The widening loss highlights the financial impact of Denali’s ongoing efforts to advance its pipeline, even as per-share losses increased year over year. With these earnings revealing a larger quarterly loss, we’ll examine what this means for...
NasdaqCM:THRY
NasdaqCM:THRYMedia

Thin Full Year Profit At Thryv Holdings (THRY) Tests Bullish Margin Narratives

Thryv Holdings (THRY) has wrapped up FY 2025 with Q4 revenue of US$191.6 million and basic EPS of a US$0.22 loss, compared with Q4 FY 2024 revenue of US$186.6 million and basic EPS of US$0.19. Over the full trailing twelve months, revenue has been around US$785.0 million with basic EPS of roughly US$0.01, while quarterly revenue has ranged from US$181.4 million to US$210.5 million and quarterly EPS has moved between a loss of about US$0.22 and a profit of US$0.32. That combination of modest...
NYSE:RGA
NYSE:RGAInsurance

Reinsurance Group Of America Adds Long Dated Subordinated Debt Funding

Reinsurance Group of America (NYSE:RGA) has issued $400 million of long-dated fixed to floating rate subordinated debentures. The new fixed income securities expand RGA's debt profile and add a fresh source of long term funding. This transaction directly affects the insurer's capital structure and future interest obligations. For investors watching NYSE:RGA, this new issue lands at a time when the stock trades around $220.42 and has logged a 12.1% return over the past 30 days. Over longer...
NYSE:Q
NYSE:QSemiconductor

Qnity Electronics (QNTY) Margin Compression Tests Bullish Narratives After Q4 Earnings

Qnity Electronics (QNTY) closed out FY 2025 with Q4 revenue of US$1.19 billion and net income of US$100 million, translating to EPS of US$0.48 against a trailing twelve month EPS of US$3.30 and a net profit margin of 14.6%. The company reported revenue of US$1.10 billion in Q4 2024 and US$1.19 billion in Q4 2025, while trailing twelve month revenue moved from US$4.34 billion in Q4 2024 to US$4.75 billion alongside trailing net income changing from US$693 million to US$692 million. For...
NYSE:GRC
NYSE:GRCMachinery

Is It Too Late To Consider Gorman-Rupp (GRC) After Its Strong Share Price Run?

If you are wondering whether Gorman-Rupp shares still offer value at current levels, this article walks through what the numbers actually say rather than relying on headlines or hype. The stock last closed at US$64.63, with returns of 22.0% over 30 days, 34.3% year to date, 73.7% over 1 year, 150.5% over 3 years and 121.0% over 5 years. This naturally raises questions about how the current price lines up with underlying worth. Recent attention on Gorman-Rupp has centered around its role in...
NYSE:KOF
NYSE:KOFBeverage

A Look At Coca-Cola FEMSA (NYSE:KOF) Valuation After Mixed Earnings With Higher Sales And Net Income

Coca-Cola FEMSA. de (KOF) reported fourth quarter and full year 2025 results, with sales and net income above the prior year, while quarterly earnings per share came in slightly below market expectations. See our latest analysis for Coca-Cola FEMSA. de. The earnings release comes after a strong run in the share price, with a 90 day share price return of 25.84% and a 1 year total shareholder return of 29.26%. This suggests recent momentum has been building despite the slight earnings per share...