U.S. Marine and Shipping Stock News

NasdaqGS:BGC
NasdaqGS:BGCCapital Markets

BGC Group (BGC) EPS Growth And 6% Margin Test Bullish Efficiency Narrative

BGC Group FY 2025 Earnings Snapshot BGC Group (BGC) has reported another busy quarter, with Q3 FY 2025 revenue of US$703 million and basic EPS of US$0.06, while trailing twelve month EPS is US$0.33 on revenue of about US$2.6 billion. The company’s quarterly revenue has moved from US$529 million and EPS of US$0.08 in Q2 FY 2024 to US$750 million and EPS of US$0.11 in Q2 FY 2025. Over the same period, trailing twelve month EPS increased from US$0.25 to US$0.33. With trailing net profit margins...
NYSE:GVA
NYSE:GVAConstruction

Granite Construction (GVA) Margin Expansion To 4.3% Tests Bullish Profitability Narratives

Granite Construction (GVA) has put up a mixed but numerically strong set of FY 2025 year to date numbers, with Q3 revenue at US$1.4b and basic EPS of US$2.35 alongside trailing 12 month revenue of US$4.2b and EPS of US$4.18, all against a current share price of US$129.22. Over recent quarters the company has seen revenue move from US$1.1b and EPS of US$1.64 in Q2 2025 to US$1.4b and EPS of US$2.35 in Q3, while prior Q3 2024 revenue of US$1.3b and EPS of US$1.81 round out the recent trend...
NYSE:PHIN
NYSE:PHINAuto Components

PHINIA (PHIN) Q3 Net Margin Near 2.6% Tests Bullish Expansion Narrative

PHINIA (PHIN) has posted its latest FY 2025 numbers with Q3 revenue of $908 million and basic EPS of $0.34, giving investors a fresh look at how the top and bottom line are holding up through the year. The company has seen quarterly revenue move from $868 million in Q2 2024 to $890 million in Q2 2025 and $908 million in Q3 2025. Over the same period, basic EPS has ranged from $0.31 in Q2 2024 to $1.16 in Q2 2025 and $0.34 in Q3 2025, setting up a story that hinges on how effectively PHINIA...
NYSE:MSA
NYSE:MSACommercial Services

MSA Safety (MSA) Net Margin Slippage Tests Bullish Earnings Expansion Narrative

MSA Safety (MSA) just wrapped up FY 2025 with Q4 revenue of US$510.9 million and basic EPS of US$2.22, setting the tone for how the full year lands for shareholders watching the top and bottom line. The company has seen quarterly revenue move from US$432.7 million in Q3 2024 to US$468.4 million in Q3 2025 and then to US$510.9 million in Q4 2025, while basic EPS over that span shifted from US$1.69 to US$1.78 and then to US$2.22. This feeds into a trailing twelve month EPS of US$7.11 and keeps...
NYSE:AEM
NYSE:AEMMetals and Mining

Agnico Eagle Mines Earnings Beat Sparks Portfolio Shift And Valuation Debate

Agnico Eagle Mines (NYSE:AEM) reported a stronger than expected fourth quarter earnings result. The company completed the sale of its remaining stake in Gunnarn Mining AB. Agnico Eagle increased its holding in Goldsky Resources, reshaping its portfolio exposure. Agnico Eagle Mines, a large gold producer listed on the NYSE under ticker AEM, is at the center of ongoing interest in precious metals as investors reassess their exposure to real assets. The combination of a stronger fourth quarter...
NYSE:RKT
NYSE:RKTDiversified Financial

Rocket Loans Securitization Puts Focus On Rocket Companies Fintech Earnings

Rocket Loans, a subsidiary of Rocket Companies, completed its third asset backed securitization of unsecured consumer loans. The transaction comes as Rocket Companies expands its fintech offerings and rolls out new digital tools tied to housing and home search. Rocket Companies (NYSE:RKT), trading at $17.75, operates at the intersection of consumer lending and housing technology, with its roots in mortgages and an expanding unsecured loan platform. The stock has recorded a 45.9% return over...
NYSE:TDC
NYSE:TDCSoftware

Teradata (TDC) Margin Improvement Challenges Bearish Flat‑Growth Narratives In FY 2025 Results

How Teradata’s latest numbers set up the story for investors Teradata (TDC) has wrapped up FY 2025 with fourth quarter revenue of US$421 million and basic EPS of US$0.40, alongside trailing 12 month revenue of US$1.7 billion and EPS of US$1.38 that frame the full year picture. Over the last six reported quarters, revenue has moved in a tight band between US$408 million and US$440 million, while quarterly EPS has ranged from US$0.09 to US$0.46, giving you a clear sense of how earnings power...
NYSE:QTWO
NYSE:QTWOSoftware

Q2 Holdings (QTWO) EPS Turnaround Tests Bullish High Growth Narrative

Q2 Holdings (QTWO) has capped FY 2025 with Q4 revenue of US$208.2 million and basic EPS of US$0.33, rounding out a year where the trailing twelve month figures reached US$794.8 million in revenue and EPS of US$0.84. The company has seen quarterly revenue move from US$189.7 million in Q1 2025 to US$208.2 million in Q4, while basic EPS stepped up from US$0.08 in Q1 to US$0.33 in Q4. This sets the stage for investors to focus on how these results feed through to margins and the durability of the...
NasdaqGS:PPC
NasdaqGS:PPCFood

Pilgrim's Pride (PPC) Q4 EPS Drop Reinforces Bearish Earnings Decline Narratives

Pilgrim's Pride FY 2025 earnings snapshot Pilgrim's Pride (PPC) has rounded out FY 2025 with Q4 revenue of US$4.5b and EPS of US$0.37, capping a year where trailing 12 month EPS came in at US$4.56 on revenue of US$18.5b. Over recent periods the company has seen quarterly revenue move from US$4.4b in Q4 2024 to roughly US$4.8b in Q2 and Q3 2025 before landing at US$4.5b in Q4 2025, while quarterly EPS has ranged from US$0.99 to US$1.50 through 2024 and early 2025 before the latest print. With...
NasdaqGS:AMCX
NasdaqGS:AMCXMedia

AMC Networks (AMCX) Q4 Loss Challenges Bullish Earnings Narrative Despite New Full Year Profit

AMC Networks (AMCX) closed FY 2025 with Q4 revenue of US$594.8 million and basic EPS of a US$1.26 loss, while trailing twelve month EPS stood at US$2.01 on total revenue of US$2.3 billion and net income of US$89.4 million. Over recent quarters the company has seen revenue range from US$555.2 million to US$600.0 million, with quarterly EPS moving from US$0.40 in Q1 2025 to US$1.73 in Q3 2025 before the Q4 loss. This sets up a picture of earnings that have turned positive on a full year basis...
NYSE:ALL
NYSE:ALLInsurance

The Bull Case For Allstate (ALL) Could Change Following Profit Surge Driven By Cost Efficiencies And Lower Premiums

In early February 2026, Allstate reported that fourth-quarter 2025 revenue rose to US$17,345 million and net income reached US$3,832 million, while full-year revenue climbed to US$67.69 billion and net income to US$10.28 billion, alongside a declared quarterly dividend of US$1.0800 per share payable on April 1, 2026. The earnings release highlighted how expense reduction initiatives, improved claims handling, and the SAVE program’s optimized coverage and discounts materially lifted...
NYSE:IFF
NYSE:IFFChemicals

IFF (IFF) Returns To Quarterly Profit But Trailing Losses Test Turnaround Narrative

International Flavors & Fragrances FY 2025 earnings snapshot International Flavors & Fragrances (IFF) closed FY 2025 with fourth quarter revenue of US$2,589 million and basic EPS of US$0.07, while trailing twelve month figures show total revenue of US$10.9 billion and a net loss of US$374 million, equal to basic EPS of US$1.46 in losses. Over the past two reported quarters, quarterly revenue moved from US$2,764 million with EPS of US$2.29 in Q2 2025 to US$2,694 million and EPS of US$0.16 in...
NasdaqGS:FRMI
NasdaqGS:FRMISpecialized REITs

Is Fermi (FRMI) Pricing Reflect Its DDM Value After Recent Share Price Swings

If you are wondering whether Fermi's current share price fairly reflects its potential, you are not alone. This article is here to unpack that question in plain terms. Fermi's recent share price of US$9.26 comes after a 28.6% return over the past 7 days, alongside a 10.2% decline over 30 days and a 5.0% return year to date. This mix of moves may leave you questioning how the stock should really be valued. Recent coverage around Fermi has focused on its position in the real estate space and...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

T-Mobile US TMUS Margin Compression Reinforces Bearish Narratives Despite EPS Strength

T-Mobile US (TMUS) has wrapped up FY 2025 with fourth quarter revenue of US$24.3 billion and basic EPS of US$1.89, alongside trailing twelve month revenue of US$88.3 billion and EPS of US$9.74 that frame the full year picture. The company has seen quarterly revenue move between US$20.1 billion and US$24.3 billion over the last six reported periods, while basic EPS has ranged from US$1.89 to US$2.84. This sets up a results season where investors are closely watching how these headline figures...
NYSE:MTRN
NYSE:MTRNMetals and Mining

Materion (MTRN) Earnings Margin Squeeze Challenges Bullish Narratives On Profitability

Materion (MTRN) has put solid numbers on the board for FY 2025 so far, with Q3 revenue of US$444.8 million and basic EPS of US$1.23, set against trailing 12 month revenue of about US$1.7 billion and EPS of US$0.93. Over recent periods, revenue has moved from US$425.9 million in Q2 2024 to US$431.7 million in Q2 2025 and then to US$444.8 million in Q3 2025, while quarterly EPS has ranged from US$0.85 in Q1 2025 to US$1.23 in Q3. With a trailing net margin of 1.1% and a sizeable one off loss...
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...