U.S. Machinery Stock News

NYSE:BRSL
NYSE:BRSLHospitality

Brightstar Lottery Q4 Profit Recovery Tests Bullish Margin Expansion Narratives

Brightstar Lottery (BRSL) just wrapped up FY 2025 with Q4 revenue of US$668 million and basic EPS of US$0.32, against a trailing twelve month revenue base of US$2.5 billion and slightly negative EPS of roughly US$0.01. Over recent quarters, the company has seen revenue move between US$583 million and US$668 million while EPS has ranged from a loss of US$0.47 in Q2 2025 to a profit of US$0.32 in Q4. Taken together, these figures give investors a mixed but improving picture of how the income...
NasdaqGS:BMRN
NasdaqGS:BMRNBiotechs

BioMarin Pharmaceutical (BMRN) Margin Compression And One Off Loss Challenge Bullish Earnings Narratives

BioMarin Pharmaceutical (BMRN) has just posted its FY 2025 numbers with Q4 revenue of US$874.6 million and a basic EPS loss of US$0.24, set against trailing twelve month revenue of US$3.2 billion and basic EPS of US$1.82. Over recent periods, the company has seen quarterly revenue move from US$747.3 million in Q4 2024 to US$874.6 million in Q4 2025, while basic EPS shifted from US$0.66 to a loss of US$0.24. Together with a net loss of US$46.6 million in the latest quarter, this puts the focus...
NasdaqCM:AHCO
NasdaqCM:AHCOHealthcare

AdaptHealth (AHCO) Q4 Loss Of US$100 Million Tests Bullish Profitability Narrative

AdaptHealth FY 2025 Results: Revenue Holds Steady as Bottom Line Swings to a Loss AdaptHealth (AHCO) has wrapped up FY 2025 with Q4 revenue of US$846.3 million and a basic EPS loss of US$0.74, with the trailing twelve months showing total revenue of about US$3.2 billion and a basic EPS loss of US$0.52. Over recent quarters the company has seen quarterly revenue move from US$777.9 million in Q1 2025 to US$846.3 million in Q4 2025. Basic EPS has shifted from a loss of US$0.05 in Q1 to a profit...
NYSE:HG
NYSE:HGInsurance

How Investors Are Reacting To Hamilton Insurance Group (HG) Special Dividend And Share Buyback Move

Hamilton Insurance Group’s board declared in February 2026 a special dividend of US$2.00 per common share, or about US$206.0 million in total, following full-year 2025 results that showed higher revenue and net income for both the fourth quarter and the year. The company paired this special dividend with an already completed repurchase of about 5.65% of its shares, underscoring an active approach to returning capital alongside its underwriting-focused earnings performance. We’ll now explore...
NYSE:BWA
NYSE:BWAAuto Components

BorgWarner (BWA) Is Down 5.9% After New AI Turbine Deal And 2026 Outlook Update - What's Changed

In February 2026, BorgWarner announced a series of new program awards spanning hybrid and electric vehicle components, an AI-focused turbine generator supply agreement, a completed US$803.32 million share repurchase under its 2024 authorization, a new universal shelf registration, and full-year 2025 results with 2026 guidance calling for US$14.0–US$14.3 billion in net sales. Beyond automotive, the long-term TurboCell turbine generator agreement aimed at AI data centers signals BorgWarner’s...
NYSE:AWI
NYSE:AWIBuilding

Armstrong World Industries (AWI) Earnings Growth And 19% Margin Reinforce Profitability Narrative

Armstrong World Industries FY 2025 Earnings Snapshot Armstrong World Industries (AWI) has wrapped up FY 2025 with fourth quarter revenue of US$388.3 million and basic EPS of US$1.51, capping a year where trailing twelve month revenue reached about US$1.6 billion and EPS came in at US$7.13. Over the past six reported quarters, the company has seen revenue move from US$367.7 million in Q4 2024 to the current US$388.3 million, while quarterly EPS has ranged between US$1.42 and just over US$2.02...
NYSE:XHR
NYSE:XHRHotel and Resort REITs

Xenia Hotels And Resorts (XHR) FFO Volatility Reinforces Bearish Narrative On Earnings Quality

Xenia Hotels & Resorts (XHR) has wrapped up FY 2025 with fourth quarter revenue of US$265.6 million and basic EPS of US$0.07, while trailing twelve month revenue came in at US$1.1 billion with EPS of US$0.65. Over recent quarters, the company has seen revenue move from US$261.8 million and basic EPS of roughly zero in Q4 2024 to US$288.9 million and EPS of US$0.15 in Q1 2025, then US$287.6 million and EPS of US$0.56 in Q2 2025 before landing at the latest Q4 figures. This sets up a story...
NYSE:AVNS
NYSE:AVNSMedical Equipment

Avanos Medical (AVNS) Margins Stay Negative Reinforcing Bearish Earnings Narratives

Avanos Medical (AVNS) has wrapped up FY 2025 with Q4 revenue of US$180.9 million and a small loss, as basic EPS came in at a US$0.03 loss per share. Trailing 12 month figures show revenue of US$701.2 million and basic EPS of a US$1.57 loss. Over recent quarters, the company has seen revenue move from US$170.4 million in Q3 2024 to US$179.6 million in Q4 2024, then to US$167.5 million in Q1 2025 and on to US$180.9 million in Q4 2025. EPS has swung from a US$0.13 profit per share in Q3 2024 to...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Meta’s US$100b AMD AI Deal And What It Means For Valuation

Meta Platforms (NasdaqGS:META) signs a multi-year AI hardware agreement with AMD worth over US$100b. The deal includes an option for Meta to take up to a 10% equity stake in AMD. The agreement expands Meta's AI chip sourcing beyond Nvidia and is structured as a chips for shares arrangement. Meta Platforms, the owner of Facebook, Instagram, WhatsApp and Reality Labs, is pushing further into large scale AI infrastructure with this AMD agreement. The deal sits at the intersection of two major...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Is It Time To Reassess Texas Instruments (TXN) After Its Recent Share Price Rally?

If you are wondering whether Texas Instruments shares still offer value at recent prices, it helps to step back from the headlines and look at what the numbers are really saying. The stock last closed at US$213.35, with returns of 10.4% over the past 30 days, 20.2% year to date, and 10.1% over 1 year, set against a 7 day return of a 5.5% decline. Recent coverage has focused on Texas Instruments as a key analog and embedded semiconductor supplier, with attention on how its positioning in...
NYSE:FERG
NYSE:FERGTrade Distributors

Ferguson (FERG) Margin Improvement Challenges Cautious Narratives On Earnings Durability

Ferguson (NYSE:FERG) has just put fresh numbers on the board, with Q4 FY 2025 revenue of US$8.5b and basic EPS of US$3.55, supported by trailing 12 month EPS of US$10.18 on revenue of US$31.3b. The company has seen revenue move from US$7.2b and EPS of US$1.78 in Q4 FY 2024 to US$8.5b and EPS of US$3.55 in Q4 FY 2025, while trailing net income over the last year sits at US$2.0b. With net profit margins running at 6.4% over the trailing period, investors are likely to focus on how durable this...
NasdaqGS:FWRG
NasdaqGS:FWRGHospitality

First Watch Restaurant Group (FWRG) Margins Stay Thin Despite Strong FY 2025 Same Restaurant Sales Growth

First Watch Restaurant Group (FWRG) just capped FY 2025 with fourth quarter revenue of US$316.4 million and basic EPS of US$0.25, supported by trailing 12 month revenue of about US$1.2 billion and EPS of US$0.32 that reflect its recent earnings run rate. Over the past year, the company has seen quarterly revenue move from US$263.3 million in Q4 2024 to US$316.4 million in Q4 2025. Over those same quarters, basic EPS shifted from roughly US$0.01 to US$0.25, giving investors a clear view of how...
NYSE:DEA
NYSE:DEAOffice REITs

Easterly Government Properties (DEA) FFO Growth Challenges Bearish Earnings Narratives

Easterly Government Properties (DEA) has wrapped up FY 2025 with Q4 total revenue of US$88.6 million, basic EPS of US$0.10 and funds from operations of US$36.4 million, giving investors a fresh read on cash generation from its government focused portfolio. The company has seen quarterly revenue move from US$79.9 million in Q4 2024 to US$88.6 million in Q4 2025, while basic EPS shifted from US$0.13 to US$0.10 over the same period. Trailing twelve month revenue sits at US$342.9 million with...
NYSE:CCI
NYSE:CCISpecialized REITs

Crown Castle (CCI) FFO Stability Tests Bullish Tower Growth Narrative After Q4 2025 Results

Crown Castle (CCI) just posted its FY 2025 fourth quarter numbers, with total revenue of US$1,071 million and basic EPS of US$0.64, while funds from operations came in at US$442 million, which is key for a REIT. The company has seen quarterly revenue move from US$1,119 million in Q4 2024 to US$1,071 million in Q4 2025, with basic EPS shifting from US$0.71 to US$0.64 over the same period. This gives investors a clearer view of how headline earnings and cash generation are tracking into year...
NasdaqGM:SHLS
NasdaqGM:SHLSElectrical

Shoals Technologies Group (SHLS) Earnings Growth And 7.1% Margin Test Bullish Narratives

Shoals Technologies Group (SHLS) has wrapped up FY 2025 with fourth quarter revenue of US$148.3 million and basic EPS of US$0.05. The company reported trailing twelve month revenue of US$475.3 million and basic EPS of US$0.20, reflecting a 39.2% rise in earnings over the prior year. Quarterly revenue increased from US$106.99 million in Q4 2024 to US$148.3 million in Q4 2025, while quarterly basic EPS held steady at US$0.05 over the same period. This sets the context for a trailing net margin...
NYSE:CE
NYSE:CEChemicals

Is It Time To Reassess Celanese (CE) After Its Volatile Share Price Performance?

If you are wondering whether Celanese shares still offer value or if the opportunity has passed, it helps to step back and look at what the current price really implies about the business. The stock has had a mixed run, with a 4.8% decline over the last 7 days, an 11.7% gain over 30 days, a 25.9% return year to date, a 2.2% decline over 1 year, and much larger falls of 52.4% and 59.6% across 3 and 5 years respectively. These swings hint that investors have been rethinking both risk and...
NYSE:RHP
NYSE:RHPHotel and Resort REITs

Ryman Hospitality Properties (RHP) Q4 FFO Resilience Tests Bearish Margin And Debt Narratives

Ryman Hospitality Properties (RHP) has wrapped up FY 2025 with Q4 total revenue of US$727.8 million, basic EPS of US$1.17 and net income of US$73.8 million, supported by Funds From Operations of US$145.4 million and FFO per share of US$2.29. Over recent quarters, the company has reported revenue in a range from US$587.3 million to US$727.8 million, while basic EPS has moved between US$0.55 and US$1.17. Quarterly FFO has run between US$105.1 million and US$145.4 million, giving investors a...
NasdaqGM:VERX
NasdaqGM:VERXSoftware

Vertex (VERX) Valuation Check After Profitable Year And Fresh 2026 Growth Guidance

Vertex (VERX) has released its fourth quarter and full year 2025 results, reporting higher quarterly revenue compared with the prior year and a shift from a full year net loss to net income, along with new 2026 revenue guidance. See our latest analysis for Vertex. The earnings release and 2026 revenue guidance arrive after a volatile period for Vertex. A 1-day share price return of 10.22% and 7-day share price return of 7.46% contrast with a 30-day share price return decline of 32.69% and a...
NYSE:PLNT
NYSE:PLNTHospitality

Planet Fitness (PLNT) Earnings Beat Margins Narrative With 27.4% Trailing EPS Growth

Planet Fitness (PLNT) has just wrapped up FY 2025 with fourth quarter revenue of US$376.3 million and basic EPS of US$0.73, alongside net income excluding extra items of US$60.4 million, putting a clean set of headline numbers in front of investors. The company has seen quarterly revenue move from US$320.97 million and EPS of US$0.56 in Q4 2024 to US$376.3 million and EPS of US$0.73 in Q4 2025. This frames a year where trailing twelve month revenue reached about US$1.3 billion and EPS came in...
NasdaqGS:CME
NasdaqGS:CMECapital Markets

CME Expands 24/7 Crypto And New Futures As Valuation Runs Hot

CME Group plans to launch 24/7 trading for its cryptocurrency futures and options, aligning with the always-on nature of spot crypto markets. The company is also preparing new single stock futures and rare earths futures contracts, expanding its product set across equities and commodities. These moves position CME Group, NasdaqGS:CME, to cater to growing institutional interest in continuous crypto access and specialized derivatives. CME Group, trading at around $319.03, has seen returns of...
NasdaqGS:APLD
NasdaqGS:APLDIT

Assessing Applied Digital’s Valuation After Nvidia Exits Its APLD Stake

Why Nvidia’s Exit Matters for Applied Digital Nvidia’s decision to sell its entire position in Applied Digital (APLD) pushed many investors to reassess the stock’s risk profile, even as the company reports strong high performance computing and AI data center momentum. See our latest analysis for Applied Digital. Applied Digital’s share price has pulled back recently, with a 7 day share price return of negative 8.64% and a 30 day share price return of negative 18.65%, even though the 90 day...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

A Look At Marvell Technology (MRVL) Valuation After PCIe 8.0 SerDes AI Data Center Reveal

Marvell Technology (MRVL) is back in focus after using DesignCon 2026 to showcase PCIe 8.0 SerDes running at 256 GT/s. The demonstration targets future AI data center bandwidth needs and raises fresh questions about how its stock reflects this roadmap. See our latest analysis for Marvell Technology. That DesignCon showcase comes after a mixed run in the stock, with the latest share price at $78.39 and a 90 day share price return of a 10.64% decline. The 3 year total shareholder return of...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Datadog (DDOG) Is Down 14.8% After AI Investor Day Optimism Meets Tariff-Driven Software Sell-Off

In mid-February 2026, Datadog held an Investor Day where management detailed its AI roadmap, autonomous observability strategy, platform evolution, and reaffirmed financial targets, prompting multiple analysts to reiterate positive views on the company’s growth opportunities. A few days later, Datadog was caught in a wider software sell-off after the White House announced plans to lift global tariffs to 15%, amplifying investor concerns about how rapid AI adoption and shifting trade...
NasdaqGS:BOOM
NasdaqGS:BOOMEnergy Services

DMC Global (BOOM) Q4 Loss Deepens Bearish Narrative On Profitability Turnaround

DMC Global (BOOM) has wrapped up FY 2025 with Q4 revenue of US$143.5 million and a basic EPS loss of US$0.59, alongside trailing twelve month revenue of US$609.8 million and a basic EPS loss of US$0.90 that keeps profitability out of reach for now. Over recent quarters, the company has seen revenue move from US$152.4 million in Q4 2024 to US$159.3 million in Q1 2025 and then into the mid US$150 million range. Quarterly EPS has swung between a small profit of US$0.04 and losses of up to...