U.S. Marine and Shipping Stock News

Mercury Systems (MRCY) has drawn fresh attention after reporting second quarter and six month results to December 26, 2025, with higher sales and a smaller net loss than the prior year. See our latest analysis for Mercury Systems. The earnings update comes after a volatile stretch for Mercury Systems, with a 30 day share price return of 20.05% decline, a 90 day share price return of 21.22% gain, and a 1 year total shareholder return of 85.29%. This suggests that longer term momentum has been...

Garrett Motion’s long-time partner Weichai recently began using the company’s new MEG large-frame turbocharger platform in next-generation large-bore marine and power-generation engines, extending Garrett’s advanced turbo technology into higher-power, multi-fuel applications. This first commercial MEG deployment highlights Garrett’s push beyond light vehicles into marine, industrial, and data center backup power markets where efficiency and emissions performance are increasingly...

If you are wondering whether GE Vernova is priced attractively after its recent run, this article will walk through what the current share price might be implying about the business. The stock last closed at US$802.13, with returns of 0.1% over 7 days, 17.7% over 30 days, 18.0% year to date and 118.7% over the past year. This performance has put the valuation firmly on many investors' radar. Recent headlines have focused on GE Vernova as a pure play in capital goods following its separation...

In early February 2026, Open Text Corporation reported second-quarter results showing slightly lower quarterly revenue and earnings, reaffirmed its full-year 2026 revenue growth target of 1% to 2%, declared a US$0.275 quarterly dividend, and increased its share repurchase authorization by US$200 million to a total of US$500 million. The combination of softer quarterly performance, continued commitment to dividends, and an expanded buyback program highlights management’s focus on balancing...

In February 2026, UDR, Inc. reported that fourth-quarter 2025 revenue rose to US$433.11 million and net income reached US$222.9 million, reversing a prior-year loss, while also issuing 2026 net income guidance of US$0.45 to US$0.55 per diluted share and outlining recent share repurchases. An interesting twist is that UDR funded both debt repayment and US$229.1 million of cumulative buybacks partly through joint venture proceeds, while simultaneously planning to be a net seller of apartment...

Lemonade, the AI-focused insurance company, has recently drawn attention as analysts anticipate strong fourth-quarter results backed by rapid customer growth, expanding product lines and markets, and management’s guidance for improved profitability metrics later in 2026. At the same time, the company’s continued losses, insider selling, and questions about the distinctiveness of its AI advantage against larger incumbents highlight a tension between growth enthusiasm and ongoing execution...

IREN (NasdaqGS:IREN) is back in focus after confirmation it will join the MSCI USA Index, putting its bitcoin miner turned AI cloud story, including a US$9.7b Microsoft deal, under closer investor scrutiny. See our latest analysis for IREN. Even with the latest 5.47% 1-day share price return taking IREN to US$42.22, recent momentum has cooled. The 30-day share price return shows a decline of 26.98%, set against a very large 1-year total shareholder return of 224.52% and an around 11x 3-year...

In early February 2026, V2X, Inc. announced that it had resumed work on its US$4.30 billion T-6 COMBS contract, secured US$100.00 million in classified awards across cyber and logistics missions, and entered a new partnership with Google Public Sector to deliver secure AI and cloud solutions for U.S. defense and intelligence agencies. Together, these developments highlight V2X’s role as an integrated mission partner, combining long-term aircraft support, advanced cyber capabilities, and...

Recent developments in the digital payment sector highlight the evolving landscape of financial services technology. Fiserv, a leader in payments and financial technology solutions, has reported its financial results for the fourth quarter and full year of 2025, showcasing modest revenue growth amid mixed performance across different segments. The company achieved a 4% increase in GAAP revenue for the year, driven by growth in its Merchant Solutions. Despite challenges, Fiserv continues to...

Cushman & Wakefield Limited ( NYSE:CWK ) shareholders won't be pleased to see that the share price has had a very rough...

In the fourth quarter and full year ended December 31, 2025, Welltower Inc. reported higher sales and revenue but lower net income and earnings per share compared with the prior year, while its Board declared a US$0.74 per-share quarterly dividend, marking the 219th consecutive payout to be paid on March 10, 2026. The company highlighted its highest year of revenue, EBITDA and FFO growth in a decade, underpinned by a shift toward senior housing assets, technology-enabled operations, and new...

Why Atlantic Union Bankshares is on investors’ radar Atlantic Union Bankshares (AUB) has been drawing attention after recent share performance, with the stock showing a mix of short term pullback and stronger returns over the month and past 3 months. See our latest analysis for Atlantic Union Bankshares. At a share price of $40.23, Atlantic Union Bankshares has seen a 28.0% 3 month share price return and a 12.16% 1 year total shareholder return. This suggests recent momentum has picked up...

Astronics Corporation recently reaffirmed its preliminary 2026 revenue outlook of US$950 million to US$990 million, indicating expectations for approximately 10% to 15% year-over-year growth versus 2025, and earlier this month presented at the 47th Annual TD Cowen Aerospace and Defense Conference in Arlington, Virginia. This combination of confirmed revenue guidance and high-profile conference participation offers investors fresh insight into how management views Astronics’ near-term demand...

Champion Homes, Inc. recently reported third-quarter fiscal 2025 results showing higher sales of US$656.61 million year over year but lower net income of US$54.34 million, while also opening Blythe Village, a 67-unit, offsite-built affordable housing community in Fresno, California. The Blythe Village build-to-rent project highlights Champion’s push into scalable, HUD-code manufactured communities that can expand its role in addressing affordable housing shortages. Next, we’ll explore how...

In the past few days, ResMed reported largely positive fiscal second-quarter 2026 results, with strength in its Masks & Accessories and Devices segments offsetting softer performance in its Software as a Service business. Analysts highlighted improving margins and operating leverage across ResMed’s core hardware operations, underlining how the company’s earnings profile is being shaped by product mix and cost efficiencies rather than software growth alone. Now we’ll explore how stronger...

Valero Energy recently arranged imports of up to 6.5 million barrels of Venezuelan crude for its Gulf Coast refineries and reported strong Q4 2025 results driven by improved margins and higher throughput. By moving quickly to secure Venezuelan barrels and utilize its heavy-oil refining capacity, Valero could reshape its competitive position among U.S. refiners. We’ll now examine how Valero’s expanded Venezuelan crude sourcing could influence its investment narrative and future earnings...

Cathay General Bancorp recently declared a cash dividend of US$0.38 per common share, payable on March 9, 2026, to shareholders of record on February 26, 2026, while also adding seasoned banking analyst Lana Chan to its board and preparing for the planned retirement of director Jane Jelenko in April 2026. These boardroom changes, combined with the fresh dividend declaration, highlight how Cathay General Bancorp is emphasizing both capital return and enhanced institutional investor engagement...

In February 2026, The Marzetti Company reported higher quarterly and six-month sales and earnings, completed a long-running share repurchase program, declared a US$1.00 quarterly dividend per share, and added Suntory Global Spirits CEO Greg Hughes to its Board as a Class I director. The combination of earnings growth, continued cash returns through dividends, and the appointment of an experienced consumer-brands leader may influence how investors view Marzetti’s capital allocation and...

StoneX Group Inc. has reported past first-quarter 2025 results, with revenue rising to US$39.03 billion from US$27.94 billion a year earlier and net income increasing to US$139.0 million from US$85.1 million, alongside higher basic and diluted earnings per share from continuing operations. This combination of very large revenue growth and stronger profitability highlights how StoneX Group’s operations scaled efficiently over the period, lifting earnings per share meaningfully. Next, we’ll...

Hagerty, Inc. has promoted Marc Burns to Chief Marketing Officer and appointed former AT&T executive Matt Teshera as Senior Vice President of Marketing, expanding its senior leadership team to focus on brand awareness, membership, and integrated marketing execution. This new marketing leadership structure highlights Hagerty’s intent to deepen member relationships through a more tailored, tiered membership model supported by enhanced data and insights. We’ll now examine how Hagerty’s expanded...

Curbline Properties recently completed a US$204 million follow-on equity offering of 8,000,000 common shares at US$25.50 each, shortly after reporting fourth-quarter and full-year 2025 results showing higher revenue but lower quarterly net income and EPS versus the prior year. At the same time, the company issued 2026 earnings guidance of US$0.32 to US$0.40 per diluted share, giving investors a fresh reference point for assessing how this new capital raise could influence its growth plans...

Telephone and Data Systems has already reported its fourth-quarter results, giving investors their first detailed look at the company’s performance as a pure-play fiber broadband and tower infrastructure operator following last year’s divestiture of its wireless assets. The update shed light on how effectively TDS is executing its fiber broadband rollout and scaling Array Digital Infrastructure’s third-party tower leasing business, two areas that now underpin its repositioned business...

As the U.S. stock market enters February with a strong start, evidenced by significant gains in major indices like the Dow and S&P 500, investors are closely monitoring economic indicators such as factory activity and trade developments that could impact small-cap stocks. In this dynamic environment, identifying promising small-cap opportunities often involves looking for companies that demonstrate resilience and potential for growth, particularly those showing signs of insider confidence...

As the U.S. market kicks off February with a strong performance, highlighted by significant gains in major indexes like the Dow Jones Industrial Average and S&P 500, investors are keenly observing how economic indicators such as manufacturing activity and trade deals could impact small-cap companies. In this dynamic environment, identifying high-growth tech stocks involves assessing factors such as innovation potential and adaptability to market shifts, which are crucial for navigating both...