U.S. Machinery Stock News

NYSE:SPGI
NYSE:SPGICapital Markets

S&P Global (SPGI) Margin Expansion Reinforces Bullish Profitability Narratives After FY 2025 Results

S&P Global (SPGI) has wrapped up FY 2025 with fourth quarter revenue of about US$3.9 billion and basic EPS of US$3.76, backed by trailing twelve month revenue of roughly US$15.3 billion and EPS of US$14.67. The company has seen revenue move from about US$3.6 billion in Q4 2024 to US$3.9 billion in Q4 2025, while basic EPS stepped up from US$2.85 to US$3.76 over the same period. Investors are weighing those figures alongside earnings growth forecasts around 10.65% and a trailing net margin of...
NYSE:CRBG
NYSE:CRBGDiversified Financial

Corebridge Financial Q4 Profit Rebound Tests Bullish Earnings Turnaround Narrative

Corebridge Financial FY 2025 Results: Volatile Earnings Against Growing Revenue Base Corebridge Financial (CRBG) closed out FY 2025 with Q4 revenue of US$6.6b and basic EPS of US$1.60, rounding off a year in which trailing twelve month revenue came in at US$18.6b and basic EPS stood at a loss of US$0.68. The company has seen quarterly revenue range from US$3.2b in Q2 2025 up to US$6.6b in Q4 2025, while basic EPS moved from a loss of US$1.19 in Q1 2025 to US$1.60 in Q4 2025. This highlights...
NYSE:WY
NYSE:WYSpecialized REITs

Assessing Weyerhaeuser (WY) Valuation After Q4 Earnings And Share Buyback Update

Weyerhaeuser (WY) just reported fourth quarter 2025 earnings, with net income of US$74 million and earnings per share of US$0.10, along with an update on its recently completed share repurchase activity. See our latest analysis for Weyerhaeuser. The fourth quarter update sits against a share price of US$26.94 and a 90 day share price return of 20.0%. The 1 year total shareholder return of a 7.22% decline and 5 year total shareholder return of a 5.55% decline suggest that recent momentum...
NYSE:VSTS
NYSE:VSTSCommercial Services

Vestis Q1 Loss Narrows To US$0.05 EPS Challenging Bearish Narratives On Turnaround Potential

Vestis (VSTS) opened Q1 2026 with revenue of US$663.4 million and a basic EPS loss of US$0.05, alongside net income excluding extra items of a US$6.4 million loss. Over recent quarters the company has seen revenue move between US$665.2 million and US$712.0 million, while quarterly basic EPS has ranged from a small profit of US$0.01 to a loss of US$0.21. This gives investors a clear view of pressure on margins at the same time as the market weighs the stock at US$8.50 per share. With losses...
NYSE:CURB
NYSE:CURBRetail REITs

Curbline Properties (CURB) FFO Growth Reinforces Bullish Narratives Despite Valuation Debate

Curbline Properties (CURB) has put fresh numbers on the table for FY 2025, with Q4 revenue of US$54.1 million, funds from operations of US$30.3 million and basic EPS of US$0.09 framing the latest update. The company has seen total revenue move from US$34.9 million in Q4 2024 to US$54.1 million in Q4 2025, while trailing twelve month EPS sits at US$0.38 and net income reaches US$39.8 million, giving you a clearer line of sight on how earnings and cash flow are feeding into the current margin...
NYSE:MKC
NYSE:MKCFood

Do McCormick’s (MKC) New Notes and Softer Guidance Reveal a Shift in Its Growth Playbook?

In early February 2026, McCormick & Company completed a fixed-income offering of US$500 million in 4.15% senior unsecured notes due February 15, 2029, priced just below par and featuring a fixed coupon and callability. Around the same time, weaker-than-expected Q4 2025 earnings and cautious 2026 guidance, alongside an analyst’s reduced outlook, highlighted ongoing pressure on McCormick’s growth profile and cost structure. We’ll now examine how softer Q4 results and underwhelming 2026...
NYSE:DGX
NYSE:DGXHealthcare

Quest Diagnostics (DGX) 9% Net Margin Resurgence Challenges Long Term Earnings Decline Narrative

Quest Diagnostics FY 2025 earnings in focus Quest Diagnostics (DGX) has put its FY 2025 numbers on the table with Q4 revenue of US$2.8 billion and basic EPS of US$2.21, backed by net income of US$245 million for the quarter and US$988 million over the trailing twelve months. Over recent periods, revenue has moved from US$2.6 billion in Q4 2024 to US$2.8 billion in Q4 2025, while quarterly basic EPS has shifted from US$1.98 to US$2.21. This gives investors a clearer view of how the top line...
NYSE:KO
NYSE:KOBeverage

Coca Cola (KO) Margin Expansion Reinforces Bullish Narratives Despite Premium P/E

Coca-Cola (KO) has wrapped up FY 2025 with fourth quarter revenue of US$11.8b and basic EPS of US$0.53, capping a trailing twelve month run that totals US$47.9b in revenue and US$3.05 in EPS. Over the past few quarters, revenue has ranged from US$11.1b to US$12.5b while quarterly EPS moved between US$0.51 and US$0.89. This gives investors a clear view of how the earnings engine has translated into a trailing net profit margin of 27.3%, which frames the quality of this latest print. See our...
NYSE:OI
NYSE:OIPackaging

How Investors Are Reacting To O-I Glass (OI) 2025 Losses Amid Slightly Lower Sales

O-I Glass, Inc. has reported its fourth-quarter and full-year 2025 results, with quarterly sales of US$1,500 million and a quarterly net loss of US$138 million, while full-year sales reached US$6,426 million alongside a full-year net loss of US$129 million. While annual sales slipped slightly from the prior year, the company’s quarterly net loss narrowed year on year, highlighting a mixed picture of revenue pressure and incremental loss improvement. We’ll now examine how this combination of...
NYSE:ALX
NYSE:ALXRetail REITs

Alexander’s (ALX) FFO Drop In Q4 2025 Challenges Income Focused Bullish Narratives

Alexander's (ALX) closed out FY 2025 with Q4 total revenue of US$53.3 million and basic EPS of US$0.74, alongside funds from operations of US$12.5 million. This puts the latest quarter in clear focus for income driven REIT investors. The company has seen quarterly revenue move from US$55.9 million and EPS of US$2.39 in Q4 2024 to US$53.3 million and EPS of US$0.74 in Q4 2025. Trailing twelve month net profit margin sat at 17% compared with 20.3% a year earlier as earnings slipped over a five...
NYSE:GD
NYSE:GDAerospace & Defense

Is It Time To Reassess General Dynamics (GD) After Its Strong Multi Year Share Price Run

If you are looking at General Dynamics and wondering whether the current share price lines up with its underlying worth, you are not alone. The stock recently closed at US$358.83, with returns of 1.0% over the last week, 1.4% over the past month, 4.5% year to date, 42.3% over the last year, 64.6% over three years and 144.9% over five years. Recent attention on defense and aerospace names has kept General Dynamics in focus, with investors weighing how ongoing contracts and government spending...
NYSE:STZ
NYSE:STZBeverage

Is Constellation Brands (STZ) Pricing Offer An Opportunity After Mixed Multi Year Returns

If you are wondering whether Constellation Brands is fairly priced or offering value right now, you are not alone. The share price closed at US$165.63, with returns of 3.1% over 7 days, 12.7% over 30 days, 17.3% year to date, but only 3.2% over 1 year and a 22.2% decline over both 3 and 5 years. These mixed returns put the spotlight on what might be driving sentiment shifts around Constellation Brands. Recent coverage has focused on how investors are weighing the company against other large...
NYSE:WU
NYSE:WUDiversified Financial

Is Western Union’s (WU) New Hyderabad AI Hub a Turning Point in Its Digital Strategy?

In January 2026, The Western Union Company opened a Global Capability Center in Hyderabad, India, with HCLTech to advance AI-led innovation, a platform operating model and engineering capabilities across its payments and digital services, complementing its existing Pune Tech Center. The partnership leverages HCLTech’s AI-powered solutions, including AI Force™, positioning the new hub as a core engine for Western Union’s next-generation payments infrastructure and digital customer experience...
NasdaqGS:FIVE
NasdaqGS:FIVESpecialty Retail

A Look At Five Below (FIVE) Valuation After Record Holiday Sales And Analyst Upgrades

Recent headlines around Five Below (FIVE) center on its best holiday sales performance in history, fresh store openings and leases, and a wave of analyst upgrades that together pushed the stock to a new 52 week high. See our latest analysis for Five Below. Those record holiday results and fresh store openings have been backed up by the market, with Five Below’s share price gaining 35.31% over the past 90 days and a 132.80% total shareholder return over the last year. The latest move saw a...
NasdaqCM:SIDU
NasdaqCM:SIDUAerospace & Defense

Sidus Space Targets Higher Value Earth Intelligence With Simera Sense Deal

Sidus Space partnered with Simera Sense to integrate hyperspectral imaging payloads with in-orbit data processing and AI analytics for Earth observation missions. The collaboration is aimed at delivering faster, more actionable satellite insights for government, commercial, and defense customers. The partnership reflects Sidus Space's move toward higher value, intelligence driven Earth observation services and data products. Sidus Space (NasdaqCM:SIDU) is trading at $2.37, with the share...
NasdaqGM:RZLV
NasdaqGM:RZLVSoftware

Rezolve AI (RZLV) Valuation Check After Recent Share Price Weakness And Long Term Underperformance

How Rezolve AI’s Recent Returns Frame the Stock Today Rezolve AI (RZLV) has had a mixed run recently, with a small gain over the past week set against a double digit decline over the past month and past 3 months, leaving shares around US$2.70. See our latest analysis for Rezolve AI. That recent 3.9% 7 day share price return sits against a 26.6% 1 month share price decline and a 5.9% year to date share price loss. The 1 year total shareholder return is down 11.5% and the 3 year total...
NYSE:UNFI
NYSE:UNFIConsumer Retailing

How Solid Quarterly Results Amid High Debt Levels Will Impact United Natural Foods (UNFI) Investors

In its latest quarterly update, United Natural Foods reported solid results that reassured investors even as revenue growth has been sluggish and earnings per share have been under pressure. The market reaction highlights a tension between confidence in the recent operational performance and ongoing concern about the company’s sizeable debt load and related financial risk. We’ll now examine how these strong quarterly results, set against United Natural Foods’ elevated debt levels, shape...
NasdaqGS:BL
NasdaqGS:BLSoftware

How Engaged Capital’s Board Challenge At BlackLine (BL) Has Changed Its Investment Story

BlackLine recently disclosed that activist investor Engaged Capital has formally nominated three director candidates for election to the company’s board at the 2026 annual meeting, while the board’s Nominating and Corporate Governance Committee reviews the nominees and reiterates that no immediate shareholder action is needed. The move brings Engaged Capital’s push to evaluate “all strategic options” into sharper focus, particularly with three board seats, including founder Therese Tucker’s,...
NasdaqGS:GILT
NasdaqGS:GILTCommunications

Gilat’s LEO And Aviation Wins Confront Rich Valuation And Hot Momentum

Gilat Satellite Networks secured an order of more than $10 million for its Wavestream Powerstream Ka solid state power amplifiers, supporting ground infrastructure for a leading LEO satellite constellation. The company also received a recent multimillion order for its Sidewinder electronically steered antenna platform from a global avionics company, tied to inflight connectivity solutions. For investors watching NasdaqGS:GILT, these contract wins come with the share price at $19.27 and a...
NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Did Criteo’s New AI Commerce Engine Just Shift Its Retail Media Narrative (CRTO)?

Criteo recently launched its Agentic Commerce Recommendation Service, a commerce-grade AI engine that connects shopping assistants to merchants’ inventories using its commerce intelligence built on data from 720 million daily shoppers, US$1 trillion in annual transactions, and 4.50 billion product SKUs. The move signals Criteo’s push to sit at the center of AI-powered retail experiences, offering retailers and language model platforms a way to serve curated, transaction-ready product...
NYSE:FDP
NYSE:FDPFood

Fresh Del Monte Produce (FDP) Valuation Check After Recent Share Price Momentum

Why Fresh Del Monte Produce (FDP) Is On Investors’ Radar Fresh Del Monte Produce (FDP) has caught investor attention after a period where its shares show mixed short term moves but stronger longer term total returns, inviting a closer look at how the business is currently positioned. See our latest analysis for Fresh Del Monte Produce. At a share price of $38.26, Fresh Del Monte Produce has seen a 6.25% 1 month share price return and an 8.32% year to date share price return, while its 1 year...
NasdaqGS:EXPO
NasdaqGS:EXPOProfessional Services

A Look At Exponent (EXPO) Valuation After Strong Q4 2025 Earnings And Dividend Increase

Exponent (EXPO) shares moved sharply after fourth quarter 2025 results topped expectations, management projected high single digit revenue growth and margin expansion for 2026, and the board approved a higher quarterly dividend. See our latest analysis for Exponent. At a share price of $78.34, Exponent has a 7 day share price return of 6.35% and a 90 day share price return of 10.42%. However, the 1 year total shareholder return of a 12.42% decline suggests recent momentum follows a weaker...
NYSE:L
NYSE:LInsurance

Loews (L) Combined Ratio Improvement Supports Bullish Insurance Profitability Narrative

Loews (L) just wrapped up FY 2025 with Q4 revenue of US$4.7b and basic EPS of US$1.94, while trailing 12 month figures show revenue of US$18.5b and EPS of US$7.97 alongside earnings growth of 17.9% over the past year. The company has seen revenue move from US$17.5b to US$18.5b over the trailing period as net income excluding extra items shifted from US$1.41b to US$1.67b, setting up this result against a backdrop of 9% net margins versus 8.1% a year earlier. For investors, that combination of...
NYSE:DIS
NYSE:DISEntertainment

Is Walt Disney (DIS) Fairly Priced After Recent Media And Streaming Business Headlines

If you are wondering whether Walt Disney is fairly priced or if there is value still on the table, this article will walk through what the current market is implying and how that stacks up against several valuation checks. The stock last closed at US$107.13, with returns of 2.6% over the past 7 days, a 7.6% decline over 30 days, a 4.2% decline year to date, and a 0.9% decline over the last year. The 3 year return is 1.9% and the 5 year return is a 41.6% decline. Recent news around Walt...