U.S. Machinery Stock News

NYSE:BKV
NYSE:BKVOil and Gas

How BKV’s Temple Power Takeover And 75% JV Stake (BKV) Has Changed Its Investment Story

In early 2026, BKV closed its Power WI acquisition earlier than expected and lifted its ownership in its power joint venture to 75%, gaining control of the Temple I and Temple II power plants in Texas. This step consolidates BKV’s role as an integrated natural gas and power player, potentially strengthening its position in the fast‑growing Texas electricity market. Next, we’ll examine how gaining majority control of the Temple power plants may influence BKV’s broader investment narrative...
NYSE:BIRK
NYSE:BIRKLuxury

Birkenstock Holding (BIRK) Is Up 5.7% After Q1 Profit Jump And Reaffirmed 2026 Guidance - Has The Bull Case Changed?

Birkenstock Holding plc reported first-quarter 2026 results with sales of €401.9 million and net income of €50.56 million, while also maintaining its earnings guidance for the fiscal year ending September 30, 2026. The combination of higher year-on-year sales and a more than doubled net income highlights the company’s ability to convert growth into improved profitability. We’ll now examine how this earnings jump and reaffirmed fiscal 2026 guidance shape Birkenstock Holding’s investment...
NYSE:BDX
NYSE:BDXMedical Equipment

Assessing Becton Dickinson (BDX) Valuation After Recent Share Price Weakness

Becton Dickinson (BDX) has drawn fresh attention after recent trading left the shares with a year to date total return nearly 9% lower, despite a roughly 3% gain over the past year. See our latest analysis for Becton Dickinson. The recent 7 day share price return of a 13.9% decline and 30 day share price return of an 11.8% decline suggest momentum has been fading, even though the 1 year total shareholder return of 2.7% remains slightly positive. If this latest pullback has you rethinking your...
NYSE:ZTS
NYSE:ZTSPharmaceuticals

Zoetis (ZTS) Margin At 28.2% Reinforces Bullish Profitability Narratives

Zoetis FY 2025 earnings snapshot Zoetis (ZTS) has just posted its FY 2025 third quarter numbers, with revenue of US$2.4b and basic EPS of US$1.63, giving investors a fresh read on how the business is tracking this year. The company has seen quarterly revenue range from US$2.22b in Q1 2025 to US$2.46b in Q2 2025, while basic EPS moved from US$1.41 to US$1.61 over the same period, set against trailing twelve month EPS of US$5.94 on revenue of US$9.40b. With a current share price around...
NYSE:NSC
NYSE:NSCTransportation

Norfolk Southern Union Pacific Merger Reshapes Transcontinental Rail Investment Story

Norfolk Southern (NYSE:NSC) has entered into a merger agreement with Union Pacific. The combined company is expected to form what is described as America's first transcontinental railroad. The deal marks a major change for the U.S. freight rail industry and for both rail operators. Norfolk Southern, a major U.S. freight railroad focused on the eastern part of the country, sits at the center of long haul cargo flows that link ports, manufacturing hubs, and distribution centers. Union Pacific...
NYSE:TYL
NYSE:TYLSoftware

Tyler Technologies FY 2025 Margin Improvement Tests Bullish Profit Expansion Narrative

Tyler Technologies FY 2025 earnings snapshot Tyler Technologies (TYL) has wrapped up FY 2025 with Q4 revenue of US$575.2 million and basic EPS of US$1.52, while trailing twelve month figures show revenue of about US$2.3 billion and basic EPS of US$7.32, supported by earnings growth of 20% over the past year. The company has seen revenue move from US$2.1 billion and EPS of US$6.17 on a trailing basis a year ago to around US$2.3 billion and EPS of US$7.32, alongside an improvement in net profit...
NYSE:DELL
NYSE:DELLTech

Did Dell’s New APJ Leadership and Defense Outreach Just Shift Dell Technologies' (DELL) Investment Narrative?

Dell Technologies recently named Richard McLaughlin as president of its Asia Pacific, Japan & Greater China region and participated in policy and defense-focused conferences, including The Intersect Tech + Policy Summit in Washington, D.C., and the WEST Conference 2026 in San Diego. These developments highlight Dell’s emphasis on leadership in key growth regions and its engagement in AI, cybersecurity, and defense-related technology discussions that could shape future enterprise...
NYSE:OGN
NYSE:OGNPharmaceuticals

Organon Q3 Net Margin Squeeze Challenges Bullish Earnings Growth Narratives

Organon (OGN) just released its FY 2025 Q3 scorecard, reporting revenue of US$1,602 million and basic EPS of US$0.62, which helps frame how the year is progressing. The company’s revenue has moved from US$1,592 million in Q4 2024 to US$1,594 million in Q2 2025 and US$1,602 million in Q3 2025, while quarterly EPS over that span has ranged from US$0.42 to US$0.62. This gives investors a clearer view of how the top and bottom lines are tracking as margins settle into a tighter range. See our...
NYSE:ASC
NYSE:ASCOil and Gas

Ardmore Shipping (ASC) Margin Reset To 10.3% Challenges Tanker Bull Narratives

Ardmore Shipping (ASC) opened FY 2025 with third quarter revenue of US$81.2 million and basic EPS of US$0.30, alongside net income of US$12.1 million, setting a clear marker for how its product tanker business is currently trading. The company has seen quarterly revenue move from US$121.3 million in Q2 2024 to US$82.0 million in Q4 2024, then to US$74.0 million and US$72.0 million in Q1 and Q2 2025 before reaching US$81.2 million in Q3 2025. EPS over the same stretch shifted from US$1.48 to...
NYSE:LXP
NYSE:LXPIndustrial REITs

Assessing Whether LXP Industrial Trust (LXP) Still Looks Undervalued After Recent Share Price Cooling

LXP Industrial Trust (LXP) has drawn investor attention after recent share performance, with a 6.4% decline over the past week contrasting with a 4.9% gain over the past 3 months. See our latest analysis for LXP Industrial Trust. Zooming out, the 1-year total shareholder return of 19.93% contrasts with the recent 1-month share price return decline of 3.92%, suggesting momentum has cooled recently even though longer term holders have still seen gains. If this has you thinking about where else...
NYSE:BAX
NYSE:BAXMedical Equipment

Baxter International (BAX) Returns To Quarterly Loss And Tests Earnings Recovery Narrative

Baxter International (BAX) has just posted its FY 2025 third quarter numbers, reporting revenue of US$2,835 million and a basic EPS loss of US$0.10. The trailing twelve month EPS stands at a loss of US$0.67 on revenue of US$11.0 billion. The company’s quarterly revenue has moved from US$2,699 million in Q3 2024 to US$2,753 million in Q4 2024, then to US$2,625 million and US$2,810 million in Q1 and Q2 2025. Over the same period, basic EPS shifted from US$0.11 in Q3 2024 to a loss of US$0.94 in...
NYSE:PAYC
NYSE:PAYCProfessional Services

Paycom Software FY 2025 Margin Compression Tests Bullish Long Term Narratives

Paycom Software FY 2025 earnings snapshot Paycom Software (PAYC) has wrapped up FY 2025 with fourth quarter revenue of US$544.3 million and basic EPS of US$2.07, alongside trailing twelve month revenue of about US$2.1 billion and basic EPS of US$8.13. The company has seen quarterly revenue move from US$451.9 million in Q3 2024 to US$544.3 million in Q4 2025, while basic EPS stepped from US$1.31 to US$2.07 over the same stretch. This sets up the latest report as a clean read on how its margins...
NasdaqGS:MLYS
NasdaqGS:MLYSBiotechs

Assessing Mineralys Therapeutics (MLYS) Valuation After Recent Share Price Weakness And Strong 1 Year Return

Event context and recent trading snapshot Mineralys Therapeutics (MLYS) has been drawing attention after recent trading that left the stock around $27.86, with a one-month return of about a 15% decline and a three-month return near a 32% decline. See our latest analysis for Mineralys Therapeutics. That recent 6.45% one day share price decline and softer 7 day and 30 day share price returns come after a much stronger 1 year total shareholder return of 173.14%. Recent momentum appears to be...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Pinterest Adds Ulta Beauty Chief To Board As AI Commerce Push Grows

Pinterest (NYSE:PINS) has added Kecia Steelman, CEO of Ulta Beauty, to its board of directors. The appointment comes during a company restructuring that includes layoffs and a push into AI-powered products. The move highlights Pinterest's focus on deeper commerce and shopping integration across its platform. Pinterest positions itself as a visual discovery platform where users plan purchases, from home decor to beauty and fashion. Bringing in an executive who oversees a large retail...
NasdaqGS:KELY.A
NasdaqGS:KELY.AProfessional Services

Kelly Services (KELY.A) Q3 Loss Of US$150 Million Tests Margin Expansion Narratives

Kelly Services (KELY.A) has just posted a tough third quarter for FY 2025, with revenue of US$935 million and a basic EPS loss of US$4.25 on net income excluding extra items of a US$150.1 million loss, while trailing twelve month figures show revenue of US$4.4 billion and a basic EPS loss of US$4.43 tied to a US$156.3 million loss. Over the past few quarters, the company has seen revenue move from US$1,038.1 million in Q3 2024 to US$1,191.1 million in Q4 2024, US$1,164.9 million in Q1 2025...
NasdaqCM:ALMU
NasdaqCM:ALMUSemiconductor

Aeluma (ALMU) TTM Loss Of US$3.8m Tests Bullish Profitability Narratives

Aeluma (ALMU) has just posted its Q2 2026 scorecard, with Q1 2026 revenue at about US$1.4 million and a basic EPS loss of US$0.09, alongside trailing twelve month revenue of US$5.6 million and a TTM basic EPS loss of US$0.27 that keeps the story firmly in loss making territory. The company has seen quarterly revenue move from US$0.28 million in Q4 2024 to US$1.39 million in Q1 2026, while quarterly EPS has ranged between a loss of US$0.24 and a profit of US$0.12 over that period, pointing to...
NYSE:CLVT
NYSE:CLVTProfessional Services

Clarivate (CLVT) Valuation Check After Debt Redemption, Share Buybacks And Nexus AI Assistant Launch

Clarivate (CLVT) has been in focus after redeeming US$100 million of 4.50% senior secured notes due 2026 using cash on hand, increasing share repurchases, and introducing its Clarivate Nexus AI academic assistant. See our latest analysis for Clarivate. Despite Clarivate redeeming debt, stepping up buybacks and rolling out its Nexus AI assistant, the share price is US$1.84 with a 30 day share price return of a 41.77% decline and a 1 year total shareholder return of a 62.75% loss, pointing to...
NYSE:CVS
NYSE:CVSHealthcare

CVS Regulatory Pressure Tests PBM Margins And Rite Aid Integration Prospects

CVS Health (NYSE:CVS) is facing increased regulatory and legal pressure tied to its pharmacy benefit manager operations and insurance activities. Recent actions include new PBM transparency reforms, a House Judiciary Committee subpoena focused on Affordable Care Act premium subsidies, and an ongoing Federal Trade Commission lawsuit. These developments come as CVS works through the integration of Rite Aid and Bartell Drugs locations and continues broader operational changes. For investors...
NYSE:VNT
NYSE:VNTElectronic

Vontier (VNT) TTM Margin Dip To 13.3% Tests Bullish Earnings Inflection Narrative

Vontier (VNT) has put solid numbers on the table for FY 2025 so far, with Q3 revenue of US$752.5 million, basic EPS of US$0.70 and trailing twelve month revenue of about US$3.0 billion and EPS of US$2.74, giving investors a clear read on recent performance. The company has seen quarterly revenue move from US$696.4 million in Q2 2024 to US$773.5 million in Q2 2025. Over that span, basic EPS ranged from US$0.45 to US$0.82 and now sits at US$0.70 in Q3 2025. These results are framed by forecasts...
NYSE:AVNT
NYSE:AVNTChemicals

Avient (AVNT) Margin Compression To 3.5% Net Challenges Bullish Growth Narratives

Avient (AVNT) has put up a mixed set of numbers for FY 2025 so far, with third quarter revenue at US$806.5 million and basic EPS of US$0.36, alongside net income of US$32.6 million. The company has seen revenue move from US$849.7 million in Q2 2024 to US$866.5 million in Q2 2025, while basic EPS shifted from US$0.37 to US$0.57 over the same period. On a trailing twelve month view, EPS now sits at US$1.24 on US$3.2b of revenue. Against that backdrop, investors will be weighing softer net...
NasdaqGS:CAKE
NasdaqGS:CAKEHospitality

Do Confident CAKE Analyst Reaffirmations Outweigh Slowing Sales And Rising Leverage Risks?

In recent days, Citigroup and Mizuho Securities each reaffirmed positive ratings on The Cheesecake Factory, signaling continued confidence from major Wall Street research houses despite mixed operating trends. This divergence, bullish analyst sentiment alongside concerns about slower same-store sales and higher leverage, highlights how opinions on the company’s longer-term prospects remain sharply divided. With leading analysts reiterating positive views on Cheesecake Factory, we’ll now...
NYSE:IVT
NYSE:IVTRetail REITs

InvenTrust Properties (IVT) FFO Per Share Stability Supports Bullish Cash Flow Narrative

InvenTrust Properties (IVT) has wrapped up FY 2025 with Q4 revenue of US$77.4 million, basic EPS of US$0.03, and funds from operations of US$36.8 million. FFO per share of US$0.47 sets the tone for how investors will read the latest update. Over the past year, total revenue on a trailing twelve month basis has moved from US$274.0 million to US$299.2 million, while basic EPS over the same window has shifted from US$0.19 to US$1.44, supported by net income excluding extra items rising from...
NYSE:SCI
NYSE:SCIConsumer Services

Service Corporation International (SCI) Net Margin Resilience Tests Skeptical Narratives On Profit Quality

Service Corporation International FY 2025 Results Snapshot Service Corporation International (SCI) has wrapped up FY 2025 with fourth quarter revenue of US$1.1 billion and basic EPS of US$1.14, alongside net income of US$159.4 million that caps a trailing 12 month EPS of US$3.83 on revenue of US$4.3 billion. Over the past year, the company has seen quarterly revenue move from US$1.09 billion in Q4 2024 to US$1.11 billion in Q4 2025, while basic EPS shifted from US$1.05 to US$1.14. This sets...
NYSE:NHI
NYSE:NHIHealth Care REITs

Is NHI’s Latest Senior Housing Expansion Quietly Redefining Its Core Investment Story?

Recently, National Health Investors expanded its healthcare real estate footprint by acquiring nine properties across Kentucky, South Carolina, and Tennessee, while analysts have raised earnings estimates and style scores have improved. This combination of portfolio growth and upgraded earnings expectations highlights how operational decisions in senior housing and healthcare assets are influencing broader perceptions of the REIT’s business outlook. Against this backdrop of new property...