U.S. Machinery Stock News

NasdaqGS:CYBR
NasdaqGS:CYBRSoftware

CyberArk Software (CYBR) Revenue Growth Outpaces Market Yet Losses Challenge Bullish Narratives

CyberArk Software (CYBR) has wrapped up FY 2025 with fourth quarter revenue of US$372.7 million and a basic EPS loss of US$0.34, setting the tone for a year where growth in the top line sat alongside continued pressure on earnings. Over the past few quarters, revenue has moved from US$317.6 million in Q1 2025 to US$372.7 million in Q4, while basic EPS has swung from a profit of US$0.23 in Q1 to losses of US$1.81 in Q2, US$1.00 in Q3 and US$0.34 in Q4. This highlights how revenue expansion has...
NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

Intuitive Surgical (ISRG) Earnings Growth And 28% Margin Reinforce Bullish Narratives Despite Rich P/E

Intuitive Surgical (ISRG) has wrapped up FY 2025 with fourth quarter revenue of US$2.9b and basic EPS of US$2.24, capping a year in which trailing twelve month revenue reached US$10.1b and basic EPS came in at US$8.00. The company has seen quarterly revenue move from US$2.4b in Q4 2024 to US$2.9b in Q4 2025, while basic EPS over the same quarters went from US$1.92 to US$2.24, with trailing twelve month net income at US$2.9b providing a clear read on earnings power. With a trailing net margin...
NYSE:EVR
NYSE:EVRCapital Markets

Evercore (EVR) Margin Expansion To 15.4% Revives Debate On Earnings Rebound

Evercore (EVR) has wrapped up FY 2025 with fourth quarter revenue of US$1.3b and basic EPS of US$5.27, alongside trailing twelve month revenue of US$3.9b and EPS of US$15.29 that reflect a 56.5% earnings rise over the last year and a move in net profit margin from 12.7% to 15.4%. The firm has seen quarterly revenue step from US$734.9m in Q3 2024 to US$975.3m in Q4 2024 and then to US$1.3b in Q4 2025, while basic EPS has moved from US$2.05 to US$3.67 to US$5.27 over the same stretch. This sets...
NYSE:ITT
NYSE:ITTMachinery

Is It Too Late To Consider ITT (ITT) After Strong Multi Year Share Price Gains

Wondering if ITT is still fairly priced after its run, or if there is value left on the table? This article walks through the key signals you can use to judge that for yourself. ITT shares last closed at US$185.15, with returns of 2.4% over 7 days, 3.2% over 30 days, 6.3% year to date, 24.9% over 1 year and 153.0% over 5 years. This naturally raises questions about how much of that performance is already reflected in the current price. Recent news coverage has highlighted ITT in the context...
NasdaqGS:HWC
NasdaqGS:HWCBanks

Does Hancock Whitney (HWC) Boosting Its Dividend Reveal a Deeper Capital Allocation Shift?

Hancock Whitney Corporation recently announced that its board approved an 11.1% increase in the regular first-quarter 2026 common stock cash dividend to US$0.50 per share, payable on March 16, 2026 to shareholders of record on March 5, 2026. This dividend hike highlights the bank’s willingness to return more cash to investors, often interpreted as a sign of confidence in its financial position and earnings durability. We’ll now examine how this higher quarterly dividend shapes Hancock...
NYSE:LADR
NYSE:LADRMortgage REITs

Did Forecast Revenue Weakness and Mixed Estimates Just Shift Ladder Capital's (LADR) Investment Narrative?

Ladder Capital recently reported quarterly results after the market open, following earlier analyst expectations for an 18.9% year-on-year revenue decline and pressure from a mixed history of meeting revenue estimates. The combination of forecast revenue weakness and several past revenue misses has heightened attention on how reliably Ladder Capital can deliver against market expectations. Next, we’ll examine how concerns about a potential revenue decline and earnings consistency shape...
NYSE:RNR
NYSE:RNRInsurance

RenaissanceRe Holdings (RNR) Combined Ratio At 71.4% Challenges Volatility Focused Bear Narratives

RenaissanceRe Holdings (RNR) just wrapped up FY 2025 with fourth quarter revenue of US$3.0b, basic EPS of US$16.82 and net income of US$739.0m, alongside a combined ratio of 71.4%. This gives investors a fresh read on both growth and underwriting performance. The company reported quarterly revenue of US$2.3b in Q4 2024 and US$3.0b in Q4 2025, while basic EPS moved from a loss of US$3.89 to a profit of US$16.82 over the same period. This set the stage for a year in which trailing twelve month...
NasdaqGS:MATW
NasdaqGS:MATWConsumer Services

Matthews International (MATW) Returns To Quarterly Profit Challenging Bearish Earnings Narratives

Matthews International (MATW) opened Q1 2026 with revenue of US$284.8 million and basic EPS of US$1.39, setting a very different tone from the loss making quarters that featured in recent history. Over the last year, the company has seen quarterly revenue move from US$401.8 million in Q1 2025 to a peak of US$446.7 million in Q4 2024 before landing at US$284.8 million this quarter. EPS has swung from a loss of US$0.11 in Q1 2025 and a loss of US$2.21 in Q4 2024 to a profit of US$1.39 in the...
NYSE:YUMC
NYSE:YUMCHospitality

Yum China Holdings YUMC Net Margin Slippage Tests Everyday Consumption Bullish Narrative

Yum China FY 2025 Earnings Snapshot Yum China Holdings (YUMC) closed FY 2025 with fourth quarter revenue of US$2.8 billion and basic EPS of US$0.39, alongside net income of US$140 million, while on a trailing twelve month basis the company generated US$11.8 billion of revenue and EPS of US$2.52. Over the past year, revenue has moved from US$2.6 billion in Q4 2024 to US$2.8 billion in Q4 2025, with basic EPS changing from US$0.30 to US$0.39 across those periods, and trailing twelve month net...
NYSE:MPLX
NYSE:MPLXOil and Gas

MPLX Balances Cash Distributions And Gas Projects For Long Term Income

MPLX (NYSE:MPLX) reported strong full year results and a sizeable increase in its cash distribution. The company is committing significant capital to natural gas and NGL growth projects in key basins. Management has outlined a plan that targets continued income growth through at least the end of the decade. At a share price of $55.59, NYSE:MPLX has delivered a 9.6% return over the past year and a very large gain over the past 5 years, along with a 102.3% return over 3 years. These returns...
NYSE:FTV
NYSE:FTVMachinery

Fortive (FTV) Margin Slippage To 12.8% Tests Bullish Growth Narrative

Fortive FY 2025 Earnings Snapshot Fortive (FTV) closed out FY 2025 with fourth quarter revenue of US$1,122.5 million and basic EPS of US$0.61, while its trailing twelve month net profit margin sat at 12.8% compared with 13.4% a year earlier. Over the past year, the company has reported trailing revenue of US$4.2 billion alongside net income from continuing operations of US$532.7 million. These results come against a five year pattern where earnings have compounded lower by 13.4% annually and...
NasdaqGS:TROW
NasdaqGS:TROWCapital Markets

T. Rowe Price Group (TROW) Margin Slippage Reinforces Earnings Pressure Narrative

T. Rowe Price Group (TROW) just wrapped up FY 2025 with fourth quarter revenue of US$1.9 billion and basic EPS of US$1.99, alongside net income of US$434.2 million, as the asset manager continued to translate its fee base into solid earnings. Over the past few quarters, revenue has moved from US$1.72 billion in Q2 2025 to US$1.89 billion in Q3 and US$1.93 billion in Q4, while basic EPS shifted from US$2.24 to US$2.88 and then US$1.99. This sets up a mixed but still profitable backdrop for the...
NasdaqGS:VTRS
NasdaqGS:VTRSPharmaceuticals

Is It Time To Reassess Viatris (VTRS) After Its Recent Share Price Strength

If you are wondering whether Viatris shares still offer value at around US$14.36, you are not alone; many investors are asking the same question right now. The stock has posted returns of 10.7% over 7 days, 16.1% over 30 days, 15.2% year to date, 37.8% over 1 year, 38.2% over 3 years and a 4.5% decline over 5 years, which has drawn attention to how the market is currently pricing the business. Recent news flow around Viatris has focused on its positioning within the pharmaceuticals and...
NasdaqGS:PFG
NasdaqGS:PFGInsurance

Is Principal Financial Group (PFG) Pricing Look Attractive After Strong Five-Year Share Performance

If you are wondering whether Principal Financial Group's recent share price reflects fair value or leaves some room on the table, this breakdown is designed to help you size that up quickly. The stock closed at US$96.40 recently, with returns of 2.5% over 7 days, 6.5% over 30 days, 7.8% year to date, 24.3% over 1 year, 17.9% over 3 years and 113.0% over 5 years, which may shape how investors think about both opportunity and risk today. Recent headlines around Principal Financial Group have...
NYSE:CTVA
NYSE:CTVAChemicals

Corteva (CTVA) Margin Improvement Reinforces Bullish Earnings Narrative Despite Slower Revenue Growth

Corteva (CTVA) has wrapped up FY 2025 with Q4 revenue of US$3.9b and a basic EPS loss of US$0.80, while the trailing twelve month line shows revenue of US$17.4b and basic EPS of US$1.75, alongside earnings growth of 40.2% over the last year. Over recent periods, revenue has sat in a US$2.6b to US$6.5b quarterly range with EPS swinging between quarterly profits and losses, while on a trailing basis earnings are forecast to grow about 20.7% per year. With a trailing net margin of 6.9% versus 5%...
NasdaqGS:DSGR
NasdaqGS:DSGRTrade Distributors

Is It Time To Reassess Distribution Solutions Group (DSGR) After Mixed Share Price Performance?

If you are wondering whether Distribution Solutions Group at around US$29.67 offers good value today, you are not alone. This article is here to break that question down in plain terms. The share price has moved 5.9% over the last week and 1.6% over the last month, while the year to date return sits at 5.8% and the 1 year return at a 6.3% decline, with a 30.2% gain over 3 years providing longer term context. Recent company updates and corporate developments have kept Distribution Solutions...
NasdaqGS:INNV
NasdaqGS:INNVHealthcare

InnovAge Holding (INNV) Profitability Return Challenges Bear Narratives On Sustainability

InnovAge Holding (INNV) has reported Q2 2026 results with revenue of US$239.7 million and basic EPS of US$0.08, alongside net income of US$10.6 million. Its trailing 12 month figures show revenue of US$915.4 million and basic EPS of US$0.05 on net income of US$6.5 million. The company’s quarterly revenue moved from US$209.0 million in Q2 2025 to US$239.7 million in Q2 2026, with basic EPS shifting from a loss of US$0.10 per share to a profit of US$0.08. This places improving margins and the...
NYSE:DVA
NYSE:DVAHealthcare

DaVita (DVA) Margin Compression To 5.3% Challenges Bullish Valuation Narratives

DaVita (DVA) has just wrapped up FY 2025 with Q4 revenue of US$3.6b and basic EPS of US$3.00, supported by Q4 net income from continuing operations of about US$209 million and an additional US$25 million from discontinued operations. Over the past six quarters, the company has seen quarterly revenue move from US$3.3b in Q4 2024 to US$3.6b in Q4 2025, while basic EPS across that period ranged between roughly US$2.05 and US$3.18. This sets up a set of results where the key question for...
NasdaqGS:AZTA
NasdaqGS:AZTALife Sciences

Azenta (AZTA) Returns To Quarterly EPS Loss Challenging Recent Profitability Narrative

Azenta (AZTA) opened its Q1 2026 update with revenue of $148.6 million and a basic EPS loss of $0.11, setting a measured tone for the quarter. The company has seen quarterly revenue move within a relatively tight band, from $151.1 million in Q4 2024 to $147.5 million in Q1 2025, $143.4 million in Q2 2025, $143.9 million in Q3 2025, $159.0 million in Q4 2025 and now $148.6 million in Q1 2026. EPS swung from a small loss of $0.02 in Q4 2024 to a profit of $1.12 in Q4 2025 before returning to a...
NasdaqGS:CDW
NasdaqGS:CDWElectronic

CDW (CDW) Net Margin Compression Tests Bullish Narratives After Q3 FY 2025 Results

CDW (CDW) has put fresh numbers on the table for FY 2025, with third quarter revenue of US$5.7b, basic EPS of US$2.22 and net income of US$291m, giving investors a clearer read on how the year is shaping up. The company has seen revenue move from US$5.2b in Q4 2024 to US$5.2b in Q1 2025, US$6.0b in Q2 2025 and US$5.7b in Q3 2025. Over the same period, quarterly EPS went from US$1.98 to US$1.70, US$2.06 and US$2.22, setting the scene for investors to focus on how these results tie back to...
NYSE:THG
NYSE:THGInsurance

Hanover Insurance Group (THG) Combined Ratio Improvement Challenges Bearish Profitability Narratives

Hanover Insurance Group (THG) has released its FY 2025 numbers with fourth quarter revenue of US$1,671.8 million and basic EPS of US$5.52, capped off by trailing twelve month revenue of US$6.6 billion and EPS of US$18.51. Over recent reporting periods the company has seen revenue move from US$1,584.3 million and EPS of US$4.65 in Q4 2024 to US$1,671.8 million and EPS of US$5.52 in Q4 2025. Trailing net income reached US$660.7 million and margins sat at 10% over the last year, giving investors...
NasdaqGS:CTSH
NasdaqGS:CTSHIT

Cognizant (CTSH) Margin Decline To 10.2% Revives Bearish Profitability Narratives

Cognizant Technology Solutions (CTSH) opened FY 2025 with Q1 revenue of US$5.1b and basic EPS of US$1.34, followed by Q2 revenue of US$5.2b and EPS of US$1.31, and then Q3 revenue of US$5.4b with EPS of US$0.56, setting a clear view of how the top and bottom line have tracked through the year. Over the past few quarters, revenue has moved from US$4.9b in Q2 2024 to US$5.1b in Q4 2024 and then to US$5.1b, US$5.2b and US$5.4b in Q1, Q2 and Q3 2025 respectively. Basic EPS shifted from US$1.14...
NYSE:HEI
NYSE:HEIAerospace & Defense

Assessing HEICO (HEI) Valuation After NewSpace Power Converter Launch And Recent Share Price Pullback

Why HEICO's NewSpace Power Move Is Getting Attention HEICO (HEI) is back in focus after VPT, one of its subsidiaries, introduced the VSCPL1210SG, a point of load DC, DC converter that rounds out its VSC Series NewSpace power solution. This launch gives HEICO a more complete offering across isolated DC, DC converters, point of load converters, and EMI filters, which could matter if you are tracking how the company positions itself in space related electronics. See our latest analysis for...
NasdaqGM:FCEL
NasdaqGM:FCELElectrical

FuelCell Energy (FCEL) Valuation Check After Executive Departure And Severance Disclosure

FuelCell Energy (FCEL) has drawn fresh attention after disclosing that its employment relationship with former Executive Vice President, General Counsel and Corporate Secretary Joshua Dolger ended on January 6, 2026, under a detailed separation agreement. See our latest analysis for FuelCell Energy. At a share price of US$7.72, FuelCell Energy has seen a 5.03% 1 day share price gain, but the 7 day and 90 day share price returns of 19.50% and 9.07% declines suggest momentum has been fading,...