U.S. Leisure Stock News

NYSE:TOL
NYSE:TOLConsumer Durables

Toll Brothers (TOL) Margin Compression Challenges Bullish Luxury Housing Narratives

Toll Brothers (TOL) opened its 2026 fiscal year with Q1 revenue of US$2.1b and basic EPS of US$2.20, setting the tone for how its upscale housing demand is feeding through to the bottom line. The company has seen quarterly revenue move from US$1,859.1m and EPS of US$1.76 in Q1 2025 to US$2,145.6m and EPS of US$2.20 in Q1 2026. Trailing 12 month EPS sits at US$14.12 on revenue of US$11.3b, giving investors a clear view of scale. With a trailing net margin of 12.3% versus 14.0% last year, the...
NasdaqGS:RUSH.A
NasdaqGS:RUSH.ATrade Distributors

Rush Enterprises (RUSH.A) Margin Compression Challenges Bullish EPS Growth Narrative

Rush Enterprises (RUSHA) closed out FY 2025 with Q4 revenue of US$1.8 billion and basic EPS of US$0.83, alongside net income of US$64.3 million, setting the tone for how the year’s trading performance lands for shareholders. Over the last six quarters, the company has seen quarterly revenue move between US$1.8 billion and US$2.0 billion, while basic EPS ranged from US$0.76 to just under US$1.00. This gives a clear view of how top line and per share earnings have tracked together. With...
NasdaqGS:IOSP
NasdaqGS:IOSPChemicals

Innospec (IOSP) Margin Rebound And EPS Surge Challenge Earnings Skeptics

Innospec (IOSP) has wrapped up FY 2025 with Q4 revenue of US$455.6 million and basic EPS of US$1.91, alongside trailing twelve month revenue of US$1.8 billion and EPS of US$4.69 that sit against a year of sharply higher earnings growth and a net margin of 6.6% versus 1.9% a year earlier. Over recent periods, revenue has ranged from US$439.7 million to US$466.8 million per quarter, while quarterly EPS has moved between a loss of US$2.82 and a gain of US$1.91. This sets the stage for investors...
NYSE:OGN
NYSE:OGNPharmaceuticals

Assessing Organon (OGN) Valuation After 2025 Earnings Weakness And New Revenue Guidance

What Organon’s latest earnings mean for shareholders Organon (OGN) released fourth quarter and full year 2025 results that showed lower sales, a quarterly net loss, and sharply reduced full year net income. The company also provided 2026 revenue guidance and affirmed a small quarterly dividend. See our latest analysis for Organon. Organon’s latest results, including the quarterly net loss and lower full year net income, come after a mixed stretch for investors. The 30 day share price return...
NYSE:BV
NYSE:BVCommercial Services

A Look At BrightView Holdings (BV) Valuation After Expanded Golf Portfolio At The Villages

BrightView Holdings (BV) is back in focus after its BrightView Landscapes unit expanded work at The Villages in Florida, and it is now managing more than half of the community’s roughly 400 golf holes. See our latest analysis for BrightView Holdings. That expanded golf portfolio comes as BrightView’s share price sits at US$13.69, with a 90 day share price return of 16.61% and a 3 year total shareholder return of 111.27%. This suggests momentum building over the medium term, despite a 1 year...
NYSE:KVUE
NYSE:KVUEPersonal Products

Kenvue (KVUE) Margin Jump To 9.7% Tests Justification For Premium P/E Narrative

Kenvue (KVUE) has wrapped up FY 2025 with fourth quarter revenue of US$3,780 million and basic EPS of US$0.17, alongside trailing twelve month revenue of US$15.1 billion and EPS of US$0.77 that reflect the 42.7% earnings growth and 9.7% net margin reported over the past year. The company has seen quarterly revenue move between US$3,741 million and US$3,839 million across 2025, with basic EPS ranging from US$0.17 to US$0.22. Trailing twelve month revenue held around the US$15 billion mark as...
OTCPK:ELTP
OTCPK:ELTPPharmaceuticals

Elite Pharmaceuticals (OTCPK:ELTP) Profit Turnaround Challenges Bearish Earnings Quality Narratives

Elite Pharmaceuticals (ELTP) just posted its Q3 2026 numbers, with revenue of US$31.6 million, basic EPS of US$0.017, and net income of US$18.6 million, while on a trailing twelve month basis revenue sits at US$140.1 million and EPS at US$0.040. Over the past few quarters, the company has seen revenue move between US$14.4 million and US$40.2 million per quarter, with basic EPS ranging from a loss of US$0.010 to a profit of US$0.018, and trailing twelve month EPS shifting from a loss of...
NasdaqGS:COHU
NasdaqGS:COHUSemiconductor

Cohu (COHU) Revenue Growth Story Tested By Persistent EPS Losses In FY 2025 Results

How Cohu’s FY 2025 Numbers Set the Stage for the Next Chapter Cohu (COHU) closed FY 2025 with Q4 revenue of US$122.2 million and a basic EPS loss of US$0.48, alongside trailing twelve month revenue of US$453.0 million and an EPS loss of US$1.59. Over recent quarters, the company has seen revenue move from US$94.1 million in Q4 2024 to US$96.8 million in Q1 2025, US$107.7 million in Q2 2025, US$126.2 million in Q3 2025, and US$122.2 million in Q4 2025, while quarterly EPS losses ranged between...
NYSE:GPN
NYSE:GPNDiversified Financial

Global Payments (GPN) Margin Strength And 37.8% Earnings Growth Test Bearish Narratives

Global Payments (GPN) has put fresh numbers on the table, with Q3 FY 2025 revenue of US$2,007.6 million and basic EPS of US$1.87 setting the tone, while trailing twelve month EPS sits at US$6.67 on revenue of US$10.1 billion. The company has seen revenue move from US$1,997.7 million in Q3 FY 2024 to US$2,007.6 million in Q3 FY 2025, alongside a shift in basic EPS from US$1.12 to US$1.87 over the same period. Investors are likely to focus on how these results feed into a story of earnings...
NYSE:CDE
NYSE:CDEMetals and Mining

Coeur Mining Reserve Growth And Longer Mine Lives Underpin Valuation Story

Coeur Mining (NYSE:CDE) reported its 2025 year-end mineral reserve and resource update, highlighting a significant year-over-year increase in gold and silver reserves. The company extended mine life at key assets, with Wharf seeing a near doubling of its mine life. Reserve growth was concentrated at major operations including Wharf, Palmarejo, and Kensington. For investors tracking NYSE:CDE, this reserve update comes after a very large 1-year share price gain and a roughly 7x move over 3...
NYSE:KVYO
NYSE:KVYOSoftware

Why Klaviyo (KVYO) Is Down 10.4% After Raising 2026 Guidance And Filing A New Shelf Registration

Klaviyo’s February 2026 update showed that full-year 2025 revenue rose to US$1,234.02 million while net loss narrowed to US$31.77 million, alongside raised 2026 revenue guidance and new first-quarter 2026 projections. The company also filed a US$385.43 million shelf registration tied to employee stock plans, highlighting ongoing investment in talent and equity-based compensation as it expands its multiproduct platform. We’ll now examine how stronger guidance for 2026 reshapes Klaviyo’s...
NYSE:LCII
NYSE:LCIIAuto Components

LCI Industries (LCII) Margin Improvement And 36.8% Earnings Growth Test Bullish Turnaround Narratives

LCI Industries (LCII) has put solid numbers on the board for FY 2025 so far, with third quarter revenue of US$1.0b and basic EPS of US$2.56, alongside trailing twelve month revenue of US$4.0b and EPS of US$7.13 that reflect the sharp 36.8% earnings growth and a 4.5% net margin reported over the last year. The company has seen revenue move from US$803.1m in Q4 2024 to above US$1.0b in each of the first three quarters of 2025. Quarterly EPS shifted from US$0.37 in Q4 2024 to US$1.94, US$2.29...
NasdaqCM:SGML
NasdaqCM:SGMLMetals and Mining

New Offtake Deals And Revolver Financing Could Be A Game Changer For Sigma Lithium (SGML)

Sigma Lithium Corporation recently announced it had sold 150,000 tonnes of high purity lithium fines at US$140/t, secured options for up to 350,000 additional tonnes of low grade product at market prices, and restarted production cadence linked to a US$96 million working capital revolver backed by 70,500 tonnes of 2026 high-grade concentrate. An interesting element is that the low grade product, processed through Sigma Lithium’s Greentech Plant, has enabled client recoveries of up to 60%,...
NYSE:FLS
NYSE:FLSMachinery

Does Flowserve’s Higher Dividend Amid Q4 Loss Reframe Its Capital Allocation Story For FLS?

Flowserve Corporation recently approved a quarterly cash dividend of US$0.22 per share, a 5% increase from its previous payout, payable on April 10, 2026, to shareholders of record as of March 27, 2026. This dividend increase, following a year in which Flowserve grew full-year sales and net income while posting a fourth-quarter loss, highlights management’s focus on shareholder returns even amid uneven quarterly earnings. We’ll now examine how Flowserve’s higher quarterly dividend shapes its...
NYSE:ES
NYSE:ESElectric Utilities

Eversource Energy EPS Rebound Tests Bearish Narratives On Profitability Sustainability

Eversource Energy (ES) closed out FY 2025 with Q4 revenue of US$3.4 billion and basic EPS of US$1.12, alongside trailing twelve month revenue of US$13.5 billion and EPS of US$4.56 that coincided with earnings growth of 108.5% over the past year. The company has seen trailing twelve month revenue move from US$11.9 billion to US$13.5 billion, while trailing EPS shifted from US$2.27 to US$4.56 as net profit margin moved from 6.8% to 12.5%, setting up a story where healthier profitability is...
NYSE:PUMP
NYSE:PUMPEnergy Services

ProPetro Holding (PUMP) Q3 Loss Narrows To US$0.02 EPS And Tests Turnaround Narrative

ProPetro Holding (PUMP) has just posted its FY 2025 results with Q3 revenue of US$293.9 million and a basic EPS loss of US$0.02, alongside trailing twelve month revenue of about US$1.3 billion and a basic EPS loss of US$0.16. Over recent quarters, the company has seen revenue move from US$360.9 million in Q3 2024 to US$320.6 million in Q4 2024, then to US$359.4 million in Q1 2025 and US$326.2 million in Q2 2025. EPS has swung from a loss of US$1.32 in Q3 2024 to a loss of US$0.17 in Q4 2024,...
NYSE:SAH
NYSE:SAHSpecialty Retail

Sonic Automotive (SAH) Margin Compression In Q3 Earnings Challenges Bullish Growth Narratives

Sonic Automotive (SAH) has put up a mixed scorecard for FY 2025 so far, with Q3 revenue of US$4.0b, basic EPS of US$1.38 and net income of US$46.8m, alongside reported trailing 12 month revenue of US$15.2b and basic EPS of US$3.82. The company has seen quarterly revenue move from US$3.5b in Q3 2024 to US$4.0b in Q3 2025, while basic EPS has shifted from US$2.18 to US$1.38 over the same periods. This sets up a story where decent top line momentum meets thinner margins and leaves investors...
NasdaqCM:GSM
NasdaqCM:GSMMetals and Mining

Ferroglobe (GSM) Q4 Loss Of US$81 Million Reinforces Bearish Profitability Narratives

Ferroglobe (NasdaqCM:GSM) has wrapped up FY 2025 with Q4 revenue of US$329.4 million and a basic EPS loss of US$0.43, capping a year in which trailing 12 month revenue came in at about US$1.3 billion and EPS for the period stood at a loss of US$0.91. The company has seen quarterly revenue move between US$307.2 million and US$386.9 million across FY 2025, while basic EPS ranged from a loss of US$0.06 to a loss of US$0.43. This has left investors focused on how quickly margins can rebuild from...
NYSE:NOW
NYSE:NOWSoftware

Is It Time To Reassess ServiceNow (NOW) After Sharp Share Price Swings?

If you are wondering whether ServiceNow is starting to look attractively priced after a rough patch, you are not alone. This article will walk through what the current share price might mean for long term investors. The stock has recently shown a mixed return profile, with a 7.2% gain over the last 7 days, a 15.3% decline over 30 days, and year to date and 1 year returns of 26.9% and 45.4% declines respectively, while the 3 year return sits at 22.6% and the 5 year return at a 2.3%...
NasdaqGM:USAR
NasdaqGM:USARMetals and Mining

Has USA Rare Earth (USAR) Become Attractive After Recent Share Price Pullback?

If you are trying to work out whether USA Rare Earth is reasonably priced or starting to look stretched, the recent share performance gives you a useful starting point. The stock last closed at US$18.20, with a 64.7% return over the past year, 28.6% year to date, a 2.9% return over the last 30 days, and a 16.4% decline in the last week, which may have shifted how some investors see its risk and reward profile. Recent company updates and sector commentary around USA Rare Earth have added...
NasdaqGS:PODD
NasdaqGS:PODDMedical Equipment

Insulet (PODD) TTM Margin Drop To 9.8% Tests Bullish Growth Narratives

Insulet (PODD) just put up third quarter FY 2025 numbers with revenue of US$706.3 million and basic EPS of US$1.24, alongside net income of US$87.6 million, setting the tone for how the rest of the year is shaping up. The company has seen revenue move from US$488.5 million in Q2 2024 to US$649.1 million in Q2 2025 and US$706.3 million in Q3 2025, while basic EPS shifted from US$2.69 to US$0.32 and then US$1.24 over the same quarters. This gives investors a clear view of how the top line and...
NYSE:OMF
NYSE:OMFConsumer Finance

Is OneMain (OMF) Pricing In Too Much Risk After Recent Share Price Slide

If you are wondering whether OneMain Holdings at around US$56.83 is pricing in too much risk or leaving value on the table, you are asking the right question. The stock has had a mixed run, with a 5.3% decline over the last 7 days and a 13.1% decline over the last 30 days, even though the 1 year, 3 year and 5 year returns sit at 7.4%, 69.2% and 78.4% respectively. These moves come as investors continue to reassess consumer credit exposure and funding conditions for personal lenders like...
NYSE:BROS
NYSE:BROSHospitality

A Look At Dutch Bros (BROS) Valuation After Recent Share Price Pullback

Recent share performance and business scale Dutch Bros (BROS) has been drawing attention after a recent pullback, with the stock showing a month return of about a 14% decline and a year-to-date move close to a 14% decline from its last close of US$53.42. Over the past year, the total return sits near a 37% decline, while the past 3 months are closer to a 5% gain. This gives a mixed picture if you are looking at different time frames. Against that share performance backdrop, Dutch Bros reports...
NYSE:VRT
NYSE:VRTElectrical

Vertiv Rides AI Infrastructure Boom As Orders Soar And Valuation Stretches

Vertiv Holdings Co (NYSE:VRT) reported a 152% jump in fourth quarter orders tied to AI data center demand. The company highlighted a record backlog, reflecting interest in its power and thermal management solutions. Vertiv is co-developing advanced power systems with NVIDIA for AI infrastructure buildouts. Vertiv focuses on critical power, cooling, and infrastructure for data centers, communication networks, and industrial facilities, and AI workloads are becoming a larger part of that...