U.S. Marine and Shipping Stock News

NYSE:ARMK
NYSE:ARMKHospitality

Aramark (ARMK) Q1 EPS Strength Tests Bullish Growth Narrative Against Thin 1.7% Margin

Aramark (ARMK) opened fiscal Q1 2026 with revenue of US$4.8b and basic EPS of US$0.37, alongside net income excluding extra items of US$96.2m, providing a snapshot of how its food and facilities services operations are currently performing. The company reported quarterly revenue of US$4.6b in Q3 2025, US$5.0b in Q4 2025, and US$4.8b in Q1 2026, while basic EPS moved from US$0.27 to US$0.33 to US$0.37 over the same period. This sequence gives investors a clearer view of earnings power in the...
NYSE:CHD
NYSE:CHDHousehold Products

Will CHD’s EPS-Focused 2026 Guidance and Dividend Hike Shift Church & Dwight’s (CHD) Narrative?

On January 30, 2026, Church & Dwight reported fourth-quarter 2025 results showing higher sales of US$1,644.2 million but lower quarterly earnings, issued 2026 guidance calling for a small reported sales decline tied to 2025 business exits alongside higher full-year EPS, raised its quarterly dividend to US$0.3075 per share, detailed a broad slate of 2026 product launches across key brands, and confirmed completion of a US$771.12 million share repurchase program. Together, the guidance for EPS...
NYSE:SPOT
NYSE:SPOTEntertainment

Is Spotify (SPOT) Still Attractively Priced After Recent Share Price Pullback And Podcast Expansion?

If you are wondering whether Spotify Technology's share price still reflects its true worth after a strong multi year run, looking closely at how it is valued can help you frame your next move. The stock last closed at US$476.02, with returns of 0.4% over 7 days, an 11.7% decline over 30 days, a 17.2% decline year to date, a 23.6% decline over 1 year, and a 34.6% gain over 5 years. The return over 3 years is very large. Recent headlines have focused on Spotify's ongoing expansion of its...
NYSE:WCC
NYSE:WCCTrade Distributors

WESCO International (WCC) Margin Slippage To 2.7% Tests Long Term Bullish Earnings Narrative

WESCO International (WCC) just closed out FY 2025 with fourth quarter revenue of US$6.1b and basic EPS of US$3.34, supported by net income of US$165.2m. The company has seen quarterly revenue move from US$5.5b and EPS of US$3.03 in Q4 2024 to US$6.1b and EPS of US$3.34 in Q4 2025, while trailing twelve month EPS for Q4 2025 sits at US$13.05 on revenue of US$23.5b. For investors, the headline results put the focus squarely on how WESCO is converting that top line into earnings as margins and...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Berkshire Hathaway Japan Gains Add To Valuation And Earnings Debate

Berkshire Hathaway's Japanese trading house holdings have gained from the post election surge in the Nikkei 225. The move follows recent political developments in Japan that supported equity market sentiment. The performance of these positions reflects Berkshire's use of overseas opportunities alongside its core US portfolio. For NYSE:BRK.A holders, the impact of this Japan exposure sits on top of an already substantial long term share price move, with the stock up 58.7% over 3 years and...
NasdaqGM:IRMD
NasdaqGM:IRMDMedical Equipment

Iradimed (IRMD) Earnings Beat With 26.8% Margin Tests High Valuation Narratives

IRADIMED (IRMD) has just wrapped up FY 2025 with fourth quarter revenue of US$22.7 million and basic EPS of US$0.51, alongside net income of US$6.4 million, capped by trailing 12 month revenue of US$83.8 million and basic EPS of US$1.77 backed by net income of US$22.5 million. Over recent quarters the company has seen quarterly revenue move from US$19.4 million in Q4 2024 to US$22.7 million in Q4 2025, with basic EPS shifting from US$0.41 to US$0.51 over the same period. Trailing 12 month...
NYSE:ELF
NYSE:ELFPersonal Products

e.l.f. Beauty Super Bowl Telenovela Ad Highlights Latin Growth Story

e.l.f. Beauty (NYSE:ELF) launches a telenovela inspired Super Bowl commercial featuring Melissa McCarthy. The campaign highlights the brand’s focus on cultural marketing and engagement with the Latin community. The Super Bowl spot aims to reach a broad national audience while reinforcing e.l.f. Beauty’s inclusive brand message. e.l.f. Beauty operates in the mass beauty segment, focusing on accessible cosmetics and skincare products designed to resonate across diverse consumer groups. A...
NasdaqGS:KHC
NasdaqGS:KHCFood

Is Kraft Heinz’s AI Messaging And CAGNY Spotlight Reframing The Investment Case For KHC?

Kraft Heinz is drawing attention this week as it prepares to report quarterly earnings, while also recently presenting on AI and IP strategy in Munich and planning a webcast appearance at the influential CAGNY Conference on February 19, 2026. The combination of an imminent earnings release and high-profile conference participation is sharpening investor focus on how management frames Kraft Heinz’s progress and priorities. We’ll now look at how the upcoming earnings release and CAGNY...
NYSE:OSCR
NYSE:OSCRInsurance

Oscar Health Q4 Loss Of US$353 Million Tests Profitability Turnaround Narrative

Oscar Health (OSCR) just wrapped up FY 2025 with Q4 revenue of US$2.8b and a basic EPS loss of US$1.24, while trailing twelve month figures show revenue of US$11.7b and a basic EPS loss of US$1.69. Over recent periods, the company has seen quarterly revenue range from US$2.4b in Q4 2024 to US$3.0b in Q1 2025, with basic EPS swinging from a profit of US$1.10 in Q1 2025 to losses of US$0.53 to US$1.24 in the following quarters. This keeps the focus squarely on how quickly margins can move...
NYSE:ALLY
NYSE:ALLYConsumer Finance

Will Ally’s Auto Finance Focus and Financial Wellness Push Reshape Ally Financial's (ALLY) Narrative

Ally Financial recently participated in the AFSA Vehicle Finance Conference & Expo 2026 in Las Vegas and the Bank of America Financial Services Conference 2026 in Miami Beach, showcasing its focus on core auto finance, risk management, and investor communication. Alongside these appearances, Ally Bank’s “Cost of Singledom” report and launch of the Money Roots™ financial wellness program highlight the group’s push into consumer education and brand-led engagement beyond traditional...
NasdaqGS:CVCO
NasdaqGS:CVCOConsumer Durables

A Look At Cavco Industries (CVCO) Valuation After Earnings, American Homestar Deal And Share Buybacks

Cavco Industries (CVCO) is back in focus after reporting third quarter and nine month results, closing the American Homestar acquisition, and updating investors on recent share repurchases that collectively shape the current stock story. See our latest analysis for Cavco Industries. The recent earnings release, the American Homestar acquisition and ongoing share repurchases come against a mixed price backdrop. The company has reported a strong 17.56% 7 day share price return alongside a...
NYSE:MRSH
NYSE:MRSHInsurance

A Look At Marsh & McLennan (MRSH) Valuation After New US$1.5b Shelf Registration Filing

Marsh & McLennan Companies (MRSH) has filed a shelf registration for up to US$1.54b of common stock, tied to an employee stock ownership plan. This filing puts potential future share issuance in focus for investors. See our latest analysis for Marsh & McLennan Companies. The ESOP linked shelf registration comes after a busy start to the year, with Marsh & McLennan discussing a US$5b capital deployment plan across dividends, acquisitions and buybacks, updating investors on 2025 earnings, and...
NasdaqGS:DFTX
NasdaqGS:DFTXPharmaceuticals

A Look At Definium Therapeutics (DFTX) Valuation After Roger Adsett Joins The Board

Board appointment puts governance in focus for Definium Therapeutics (DFTX) Definium Therapeutics (DFTX) recently added experienced biopharmaceutical executive Roger Adsett to its Board of Directors, an event that puts governance, commercial expertise, and long term execution squarely on investors’ radar. See our latest analysis for Definium Therapeutics. At a share price of $17.37, Definium Therapeutics has posted a 25.51% 1 month share price return and a 43.08% 3 month share price return,...
NYSE:AME
NYSE:AMEElectrical

AMETEK’s Record 2025 Results Test Acquisition Strategy And Growth Outlook

AMETEK (NYSE:AME) reported record fourth quarter and full year 2025 results. The company highlighted strong cash generation, solid sales and order growth, and contributions from recent acquisitions. Management pointed to continued momentum and a healthy backlog as key support factors for the business. For investors watching NYSE:AME, the latest update comes with the stock around $233.11 and multi year returns that have been strong, including 26.6% over the past year and 98.7% over five...
NYSE:MA
NYSE:MADiversified Financial

Is Mastercard (MA) Share Weakness Creating A Fresh Valuation Opportunity For Investors

If you have ever wondered whether Mastercard's share price really matches what the business is worth, this article is for you. We will break down what the current market price could be implying. Mastercard closed at US$540.39, with returns of a 1.9% decline over 7 days, a 6.1% decline over 30 days, a 4.0% decline year to date and a 3.8% decline over the past year, set against longer term returns of 48.6% over 3 years and 63.0% over 5 years. Recent coverage around Mastercard has focused on...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Is Rigetti Computing (RGTI) Attractively Priced After Recent 33.5% Share Price Decline

If you have been wondering whether Rigetti Computing's share price still lines up with its fundamentals, this article will walk through what the numbers actually say about value. The stock last closed at US$16.97, with a 30 day return of 33.5% decline, a year to date return of 28.1% decline, and a 1 year return of 44.4% gain that sits alongside a very large 3 year return. Recent trading has been shaped by ongoing interest in quantum computing and how smaller specialists like Rigetti fit into...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel (INTC) Valuation Check After New AI Investment And Data Center Momentum

Intel (INTC) is back in focus after committing at least US$100 million to AI chip startup SambaNova Systems. CEO Lip-Bu Tan also outlined strong AI driven server CPU demand, along with improving foundry yields and rising customer interest. See our latest analysis for Intel. Those AI focused updates are landing at a time when Intel’s share price has been volatile in the short term, with a 1 day share price return of 6.19% decline and a 7 day share price return of 4.30% decline. However, the 90...
NYSE:FMC
NYSE:FMCChemicals

What FMC (FMC)'s Weak Outlook, Junk Downgrade and Strategy Review Mean For Shareholders

FMC Corporation recently reported fourth-quarter 2025 and full-year results showing lower sales and a very large swing to a net loss, issued 2026 revenue guidance that implies a 5% decline at the midpoint, and filed an US$84.26 million shelf registration related to an ESOP share offering. At the same time, FMC’s board authorized a review of multiple strategic options while Moody’s cut the company’s debt rating to junk with a negative outlook, highlighting concerns around patent expirations...
NYSE:AES
NYSE:AESRenewable Energy

Assessing Whether AES (AES) Is Overvalued After Its Strong 1 Year Shareholder Return

AES stock performance snapshot AES (AES) has drawn attention after recent share price moves, with the stock showing gains over the past month and past 3 months alongside positive annual revenue and net income figures. See our latest analysis for AES. At a share price of $16.25, AES has seen momentum build recently, with a 30 day share price return of 13.48% and a 1 year total shareholder return of 67.93%, even though the 3 and 5 year total shareholder returns remain negative. If this move in...
NYSE:RACE
NYSE:RACEAuto

Ferrari (NYSE:RACE) Valuation Check After Sharp 1 Day Share Price Rebound

Recent Share Performance and Business Snapshot Ferrari (NYSE:RACE) shares closed at $363.22, with a 1 day return of 8.1% and a 7 day return of 10.0%, while the stock shows negative moves over the past month and past 3 months. Over longer horizons, Ferrari’s total return is negative over the past year but positive over the past 3 years and 5 years. Reported revenue stands at €7,146.0, with net income of €1,600.0, alongside annual revenue and net income growth figures that remain in positive...
NYSE:MLI
NYSE:MLIMachinery

Earnings Beat and Higher EPS Could Be A Game Changer For Mueller Industries (MLI)

Mueller Industries, Inc. reported past fourth-quarter 2025 earnings with sales of US$962.39 million and net income of US$153.71 million, alongside full-year sales of US$4.18 billion and net income of US$765.19 million, all higher than the prior year. An interesting takeaway is that both basic and diluted earnings per share from continuing operations rose for the quarter and the full year, pointing to improved profitability on a per-share basis. Next, we will examine how this improved...
NYSE:ONON
NYSE:ONONLuxury

New On Holding CFO Appointment Puts Spotlight On Valuation And Growth

On Holding (NYSE:ONON) has appointed Frank Sluis as its new Chief Financial Officer. The company announced the leadership change as a material update for investors and stakeholders. Sluis brings finance experience from major consumer focused businesses to the role. On Holding, known for its performance footwear and apparel, sits in a competitive global sportswear market where brand strength, product differentiation, and efficient supply chains matter for long term positioning. In that...
NasdaqGS:PLMR
NasdaqGS:PLMRInsurance

A Look At Palomar Holdings (PLMR) Valuation After New US$450 Million Credit Facility And Q4 2025 Earnings Setup

Palomar Holdings (PLMR) heads into its Q4 2025 earnings release today at 4:00 PM Eastern, shortly after securing a new US$450 million unsecured credit facility that increases its financial flexibility and funding options. See our latest analysis for Palomar Holdings. The stock has picked up near term momentum, with a 1 day share price return of 2.14% and 7 day share price return of 6.04%. The 1 year total shareholder return of 17.16% sits against a much stronger 3 year total shareholder...
NasdaqGS:PI
NasdaqGS:PISemiconductor

Impinj (PI) Margins Story Emerges As FY 2025 Ends With TTM EPS Loss

Impinj FY 2025 Earnings Snapshot Sets Up a Margins Story for Investors Impinj (PI) has just wrapped up FY 2025 with Q4 revenue of US$92.8 million and a basic EPS loss of US$0.04, alongside trailing twelve month revenue of US$361.1 million and basic EPS of US$0.37 in losses. Over the past six quarters, the company has seen quarterly revenue move between US$74.3 million and US$97.9 million, while basic EPS has swung from a profit of US$0.40 in Q2 2025 to losses such as US$0.44 in Q3 2025 and...