U.S. Media Stock News

Meritage Homes recently reported mixed fourth-quarter results, with adjusted earnings per share exceeding expectations while closing revenues declined year over year and missed forecasts amid ongoing affordability pressures and elevated mortgage rates. The company also announced a 12% year-over-year increase in its quarterly dividend to US$0.48 per share and confirmed a board reshuffle, as director Dennis V. Arriola plans to step down, prompting a reduction in board size from 12 to 11...

Kodiak Gas Services (KGS) drew fresh attention after reporting record 2025 results, including higher revenue, margins and free cash flow, and announcing the acquisition of Distributed Power Solutions along with a higher dividend. See our latest analysis for Kodiak Gas Services. The strong 2025 update, higher dividend and Distributed Power Solutions acquisition come on top of a sharp re-rating, with a 30 day share price return of 29.9% and year to date share price return of 45%, while the 1...

Liberty Live Holdings, Inc. has reported its full-year 2025 results, with sales and revenue of US$381.95 million, up from US$340.49 million in 2024, and a net loss of US$86.97 million compared with US$112.76 million a year earlier. The company also reduced its basic and diluted loss per share from continuing operations to US$0.95 from US$1.23, highlighting incremental progress in narrowing losses. Against this backdrop of higher revenue and a smaller net loss, we will explore how Liberty...

Chord Energy Corporation recently reported fourth-quarter and full-year 2025 results showing revenue of US$1,169.44 million and US$4.88 billion respectively, with full-year net income dropping to US$44.46 million and earnings per share falling sharply year on year despite strong production levels. Management highlighted that 2025 oil output exceeded guidance while capital spending came in below plan, driving a very large improvement in free cash flow and supporting continued dividends, share...

Asbury Automotive Group recently completed the sale of ten dealerships, generating about US$210 million in net proceeds and expanding its authorized share repurchase program to US$500 million, while also exiting a Chrysler Dodge Jeep Ram store that was acquired and rebranded as Indy CDJR by Matt Bowers. Together, these moves highlight Asbury’s ongoing portfolio reshaping and its preference to return capital to shareholders rather than reinvest all proceeds into owned dealership...

Why Ingram Micro Holding (INGM) is back in focus Ingram Micro Holding (INGM) is on investors’ radar as it prepares to report Q4 2025 results after the market closes on March 2, 2026, followed by its earnings call. See our latest analysis for Ingram Micro Holding. At a share price of $20.69, Ingram Micro Holding has had a mild pullback recently, with a 30 day share price return of a 2.04% decline and a 90 day share price return of a 3.41% decline, while the 1 year total shareholder return of...

Corporación América Airports S.A. reported January 2026 operating results, with total passengers rising to 7,609,000 from 6,995,000 a year earlier, while cargo volumes eased to 30,100 tons and aircraft movements increased to 73,700. The figures highlight stronger passenger throughput across the network at the start of 2026, even as cargo activity softened compared with January 2025. We’ll now examine how this passenger growth, alongside softer cargo volumes, may influence Corporación América...

In recent days, RH has promoted its 2026 Spring Sourcebook while analysts have highlighted weaker demand, tariff uncertainty, and reduced fiscal-year expectations across the home furnishings sector. This tension between elevated brand storytelling and growing concern over housing-linked demand and sourcing costs raises questions about how RH’s premium model may respond to a tougher operating backdrop. We’ll now examine how softer demand expectations and housing-market pressures might...

The Vita Coco Company, Inc. recently reported past fourth-quarter 2025 sales of US$127.79 million and net income of US$5.53 million, alongside full-year 2025 sales of US$609.78 million and net income of US$71.32 million, while also completing a share repurchase program and issuing 2026 net sales guidance of US$680 million to US$700 million. Management also indicated it is actively exploring beverage and warm beverage acquisitions after seven years without deals, signaling interest in...

Why Menu IQ Matters for US Foods Holding Stock US Foods Holding (USFD) has rolled out Menu IQ, an AI driven tool inside its MOXe platform that helps restaurant and foodservice customers track recipe costs, monitor item level profitability, and spot underperforming dishes at no extra charge. See our latest analysis for US Foods Holding. Menu IQ arrives at a time when momentum in US Foods Holding's shares has been strong, with a 30 day share price return of 15.53% and a 90 day gain of 25.47%,...

Farmers National Banc recently drew heightened attention as a regional lender with a traditional community banking model centered on Ohio and nearby Midwest markets, where it is contending with margin pressure from higher deposit costs and slower loan repricing. What makes this situation especially important is the combination of rising credit risks in commercial real estate and small business portfolios with questions about how regulatory scrutiny and the interest‑rate backdrop could affect...

Cohen & Steers, Inc. recently declared a first-quarter 2026 cash dividend of US$0.67 per share, up from US$0.62 in the prior quarter, payable on March 19, 2026 to shareholders of record as of March 9, 2026. The 8.1% dividend increase highlights management’s willingness to return more cash to shareholders, which can be an important signal about the firm’s current capital position and confidence in its operations. We’ll now examine how this higher common-stock dividend, alongside the firm’s...

Newell Brands (NWL) is trying to balance tariff pressures with internal change, forecasting a US$130 million cash tariff impact in 2026 while advancing its Quantum Leap AI program to rework costs, workflows, and product development. See our latest analysis for Newell Brands. Despite recent tariff headlines and the Quantum Leap AI rollout, Newell Brands’ 30 day share price return of 7.06% and 90 day gain of 23.98% contrast with a 1 year total shareholder return decline of 22.95%. This points...

Kosmos Energy Ltd. has released fourth-quarter and full-year 2025 results, with revenue falling to US$296.47 million for the quarter and US$1.29 billion for the year, and reporting net losses of US$377.14 million and US$699.79 million respectively. The sharp swing from last year’s profit to a loss, alongside higher per-share losses, stands in contrast to recent operational progress in Ghana and at the Greater Tortue Ahmeyim LNG project. We’ll now examine how this swing to a full-year loss,...

Why Empire State Realty Trust is back on investors’ radar Empire State Realty Trust (ESRT) has moved back into focus after fourth quarter 2025 results showed higher quarterly revenue and net income year over year, alongside fresh leasing wins with major tenants. For the fourth quarter, ESRT reported sales of US$159.72 million and revenue of US$199.22 million, compared with US$155.13 million and US$197.6 million a year earlier. Net income came in at US$20.73 million versus US$12.22 million,...

Fulgent Genetics (FLGT) is back on investors’ radar after its latest update, with 2025 earnings showing US$322.67 million in sales, a wider net loss, and fresh 2026 revenue guidance of about US$350 million. See our latest analysis for Fulgent Genetics. The share price reaction has been sharp, with a 1 day share price return of a 38.09% decline and a year to date share price return of a 40.09% decline, even though the 1 year total shareholder return is roughly flat. This suggests recent...

Mizuho’s recent upgrade of Brown & Brown (BRO) put fresh attention on the stock, highlighting its focus on middle market and large accounts and the acquisition of American Adventure Insurance in dealer services. See our latest analysis for Brown & Brown. That upgrade and the American Adventure Insurance deal come after a softer patch, with the share price at US$71.82 and a 90 day share price return showing an 11.53% decline. However, the 5 year total shareholder return of 61.36% still points...

In February 2026, National Storage Affiliates Trust reported fourth-quarter 2025 results with revenue of US$187.03 million and net income of US$22.89 million, alongside full-year 2025 revenue of US$752.93 million and net income of US$73.78 million, and issued 2026 guidance that included diluted EPS of US$0.93 to US$1.03. Beyond the headline earnings beat, the company highlighted improving occupancy, sequential same-store revenue progress, and funds from operations above expectations, while...

In late February 2026, Loar Holdings Inc. reported fourth-quarter 2025 sales of US$131.75 million and net income of US$12.51 million, with full-year 2025 sales rising to US$496.28 million and net income to US$72.15 million, alongside record profitability and better-than-expected earnings per share. The company also raised its 2026 outlook for net sales and adjusted EBITDA after completing the LMB Fans & Motors and Harper Engineering acquisitions, which management and analysts view as...

UnitedHealth Group (NYSE:UNH) is implementing cost-cutting measures that include limiting employee pay raises, highlighting pressure on its expense base. The company is confronting potential revenue declines that could mark its first annual drop in decades. There have been recent C suite changes, with both the CEO and CFO roles turning over. Regulators are maintaining scrutiny of UnitedHealth Group’s operations and practices. The company is also the subject of a securities class action...

Preformed Line Products (PLPC) is back in focus after announcing a multi-year partnership with FulcrumAir to co-develop robotic systems for overhead power line construction, targeting efficiency, safety, and consistent hardware installation. See our latest analysis for Preformed Line Products. At a share price of $253.65, Preformed Line Products has seen short term share price returns soften, with a 1-day move of a 2.56% decline and a 7-day slip of 0.53%. Momentum over longer periods remains...

Iovance Biotherapeutics (IOVA) drew fresh attention after reporting its fourth quarter and full year 2025 results, with revenue of US$86.77 million for the quarter and US$263.5 million for the year. See our latest analysis for Iovance Biotherapeutics. The recent earnings release and news flow have gone hand in hand with a sharp shift in sentiment. The 30 day share price return of 51.37% and 90 day share price return of 80.80% contrast with a 1 year total shareholder return decline of 4.46% as...

Sempra (SRE) is back in focus after reporting fourth quarter 2025 results that topped analyst expectations on adjusted earnings, along with higher long term guidance, a larger capital plan and a higher dividend. See our latest analysis for Sempra. Sempra’s latest earnings beat, higher long term guidance and expanded capital plan appear to have supported momentum, with a 10.64% 1 month share price return and a 39.17% 1 year total shareholder return at a US$96.27 share price. If this earnings...

Why ABM Industries Is Back on Investors' Radar ABM Industries (ABM) is back in focus as management emphasizes margin protection, sharper contract pricing and higher margin, technology enabled services to better handle wage pressures and support recurring cash flows. See our latest analysis for ABM Industries. ABM’s recent repositioning as a cash focused, defensive services provider comes as the shares trade around US$44.50, with a 90 day share price return of 2.96% but a 1 year total...