U.S. Oil and Gas Stock News

OTCPK:CFNB
OTCPK:CFNBDiversified Financial

California First Leasing (OTCPK:CFNB) Earnings Growth And Rich Margins Question Cash Quality Narrative

California First Leasing (CFNB) has put up another solid quarter, with Q2 2026 revenue of US$1.1 million, Basic EPS of US$2.41 and net income of US$21.6 million anchoring what has been a very profitable trailing 12 months. The company has seen quarterly revenue move from US$8.6 million in Q2 2025 to US$1.1 million in Q2 2026, while Basic EPS shifted from US$0.62 to US$2.41 over the same period. This sets the scene for investors to focus on how those earnings are being generated. With trailing...
NasdaqGS:CHEF
NasdaqGS:CHEFConsumer Retailing

Chefs’ Warehouse (CHEF) Margin Improvement To 1.8% Tests Premium P/E Narrative

Chefs' Warehouse (CHEF) has just posted another set of numbers for FY 2025, with Q3 revenue of US$1.0b and basic EPS of US$0.50, adding to a trailing twelve month picture that shows revenue of US$4.0b and EPS of US$1.94 as of Q3 2025. The company has seen revenue move from US$3.7b and EPS of US$1.26 on a trailing basis in Q3 2024 to US$4.0b and US$1.94 respectively in Q3 2025. Those higher earnings feed into a trailing net margin of 1.8% versus 1.3% a year earlier. This is setting the stage...
NYSE:BXMT
NYSE:BXMTMortgage REITs

Blackstone Mortgage Trust Q3 Revenue Rebound Challenges Bearish Narratives On Earnings Resilience

Blackstone Mortgage Trust (BXMT) just posted its latest FY 2025 numbers with Q3 revenue at US$133.6 million and basic EPS of US$0.37, setting a clearer picture of how the year is shaping up. The company has seen quarterly revenue move from US$77.4 million in Q1 2025 to US$88.0 million in Q2 and then to US$133.6 million in Q3, while EPS has shifted from US$0.00 in Q1 to US$0.04 in Q2 and then to US$0.37 in Q3. This gives investors a clean set of figures to judge the current margin profile and...
NYSE:SN
NYSE:SNConsumer Durables

SharkNinja (SN) Earnings Jump 60% As Margin Strength Tests Premium P/E Narrative

SharkNinja (SN) just turned in another busy quarter, with Q3 FY 2025 revenue of US$1.6b and basic EPS of US$1.34 setting the tone for its latest set of results. The company has seen revenue move from US$1.43b in Q3 FY 2024 to US$1.63b in Q3 FY 2025, while EPS shifted from US$0.94 to US$1.34 over the same period. Those figures feed into trailing twelve month totals of US$6.1b in revenue and EPS of US$4.08. With earnings up 60% over the past year and net profit margins sitting above last year’s...
NYSE:ADC
NYSE:ADCRetail REITs

Agree Realty Q4 FFO Spike Challenges Steady Cash Flow Narrative

Agree Realty (ADC) just posted its FY 2025 numbers with fourth quarter revenue at US$190.5 million and basic EPS of US$0.48, alongside net income of US$54.5 million. The company has seen revenue step up from US$160.7 million in Q4 2024 to US$190.5 million in Q4 2025, while trailing twelve month revenue reached US$718.4 million and EPS came in at US$1.78, giving investors a fuller view of how the year shaped up. With trailing net margin at 27.4% versus 29.4% a year earlier and one year...
NasdaqGS:ULCC
NasdaqGS:ULCCAirlines

Frontier Group Holdings (ULCC) Margin Loss Challenges Bullish Load Factor Narrative In Q3 2025

Frontier Group Holdings (ULCC) just posted its FY 2025 Q3 numbers, with total revenue of US$886 million and a basic EPS loss of US$0.34. The trailing 12 month figures show revenue of US$3.7b and a net income loss of US$137 million. Over recent quarters, total revenue has moved from US$973 million in Q2 2024 to US$929 million in Q2 2025, while basic EPS has shifted from a profit of US$0.14 in Q2 2024 to a loss of US$0.31 in Q2 2025. This highlights a story focused on how efficiently Frontier...
NasdaqCM:BULL
NasdaqCM:BULLCapital Markets

Is Webull (BULL) Now A Potential Opportunity After A 46% Share Price Slide

If you are wondering whether Webull is starting to look like a value opportunity or just a stock under pressure, you are not alone. The share price last closed at US$6.24, and returns over the past week, month, and year came in at a 6.6% decline, 24.6% decline, and 46.4% decline respectively, with a 23.8% decline year to date. Recent headlines around online brokerages and trading platforms have focused on competition for active traders and how retail activity is evolving. This broader sector...
NYSE:THC
NYSE:THCHealthcare

Tenet Healthcare Q3 Margin Compression Challenges Bullish Profitability Narratives

Tenet Healthcare (THC) has reported solid top line and bottom line figures for FY 2025 so far, with Q3 revenue at US$5.3 billion and basic EPS of US$3.89, alongside trailing 12 month EPS of US$14.70 on revenue of US$20.8 billion. The company’s quarterly revenue moved from US$5.1 billion in Q2 2024 to US$5.3 billion in Q3 2025. Over the same period, basic EPS shifted from US$2.66 in Q2 2024 to US$3.89 in the latest quarter and ranged between US$3.16 and US$4.93 during the intervening reporting...
NYSE:SON
NYSE:SONPackaging

Sonoco VPPA With ENGIE Recasts Power Costs And Sustainability Story

Sonoco Products (NYSE:SON) has entered a long term Virtual Power Purchase Agreement with ENGIE North America. The agreement is intended to secure wind energy for most of Sonoco's U.S. electricity needs. The VPPA is aligned with Sonoco's broader sustainability goals and emissions reduction targets over the next 15 years. Sonoco Products, trading at around $51.42, operates in a mature packaging space where sustainability commitments are increasingly central to how investors assess long term...
NYSE:SSD
NYSE:SSDBuilding

Simpson Manufacturing Q4 Margin Improvement Tests Bullish Narratives On Earnings Quality

Simpson Manufacturing (SSD) just closed out FY 2025 with Q4 revenue of US$539.3 million and basic EPS of US$1.36, compared with Q4 2024 revenue of US$517.4 million and EPS of US$1.32. Trailing 12 month EPS came in at US$8.27 on revenue of about US$2.3 billion. Over the past year, earnings grew 7.1% as net profit margin moved from 14.4% to 14.8%, setting a backdrop where investors are likely to focus on how these steadier margins frame the latest results. See our full analysis for Simpson...
NasdaqGS:UFCS
NasdaqGS:UFCSInsurance

United Fire Group (UFCS) Combined Ratio Of 92.3% Reinforces Underwriting Discipline Narrative

United Fire Group (UFCS) just closed out FY 2025 with fourth quarter revenue of US$365.8 million, Basic EPS of US$1.50 and net income of US$38.4 million, capped by a combined ratio of 92.3% that anchors the quality of those earnings. Over the past few quarters, the company has seen revenue move from US$333.2 million and EPS of US$1.24 in Q4 2024 to US$331.1 million and EPS of US$0.70 in Q1 2025. This was followed by mid year levels of US$335.5 million and EPS of US$0.90, before reaching...
NasdaqGS:CMCO
NasdaqGS:CMCOMachinery

Columbus McKinnon (CMCO) TTM Margin Slide To 0.4% Tests Bullish Profitability Narratives

Columbus McKinnon (CMCO) has put fresh numbers on the table for Q3 2026, with recent quarterly revenue figures ranging from about US$234 million to US$261 million and basic EPS moving between a loss of US$0.52 and a gain of US$0.16 over the past six reported quarters. Over that same stretch, total revenue has oscillated within a relatively tight band of roughly US$234 million to US$262 million per quarter while EPS has swung from losses to modest profits, setting up a mixed picture that puts...
NYSE:BE
NYSE:BEElectrical

Bloom Energy Q4 Revenue Surge Tests Bullish Profitability Narratives

Bloom Energy (BE) FY 2025 earnings snapshot Bloom Energy (BE) has wrapped up FY 2025 with fourth quarter revenue of US$777.7 million and basic EPS of roughly US$0.00, alongside net income excluding extra items of US$1.1 million. The company has seen revenue move from US$572.4 million and basic EPS of US$0.46 in Q4 2024 to US$777.7 million and roughly flat EPS in Q4 2025. Trailing twelve month revenue now sits at about US$2.0 billion against a loss of US$88.4 million, setting up a results...
NYSE:AJG
NYSE:AJGInsurance

Is Arthur J. Gallagher (AJG) Still Priced Attractively After Its Sharp 1-Year Share Price Decline

If you are wondering whether Arthur J. Gallagher's current share price still makes sense after a strong multi year run, this article will walk you through how its value stacks up against key benchmarks. The stock last closed at US$205.31, with returns of 17.7% decline over 7 days, 22.5% decline over 30 days, 19.8% decline year to date, 36.2% decline over 1 year, 10.9% over 3 years and 84.0% over 5 years. These moves may signal a shift in how the market is pricing the business. Recent...
NYSE:BWA
NYSE:BWAAuto Components

BorgWarner (BWA) Net Margin Falls To 1% Challenging Bullish Electrification Narratives

How BorgWarner’s Latest Earnings Set the Stage for the Story Ahead BorgWarner (BWA) just posted third quarter FY 2025 results with revenue of US$3,591 million and basic EPS of US$0.74, giving investors a fresh read on how its auto components business is tracking through the year. Over recent periods, revenue has moved from US$3,439 million in Q4 2024 to US$3,515 million in Q1 2025 and US$3,638 million in Q2 2025, while basic EPS has shifted from a loss of US$1.84 in Q4 2024 to US$0.72,...
NYSE:PAG
NYSE:PAGSpecialty Retail

Penske Automotive Group (PAG) Margin Holds At 3.1% And Keeps Bullish Narrative In Play

Penske Automotive Group (PAG) just posted third quarter FY 2025 results with revenue of about US$7.7b and basic EPS of US$3.23, alongside net income of US$213m. Trailing 12 month EPS sits at US$14.20 on revenue of roughly US$30.7b and net income of US$943.7m. Over recent quarters the company has seen revenue move in a tight band from US$7.6b to US$7.7b, with quarterly basic EPS ranging between US$3.23 and US$3.78. This sets up a picture where modest earnings growth and a 3.1% net margin put...
NasdaqGS:ZG
NasdaqGS:ZGReal Estate

Zillow Group (ZG) Turns TTM Profit Positive Challenging Longstanding Bearish Narratives

Zillow Group (ZG) just wrapped up FY 2025 with Q4 revenue of US$654 million and basic EPS of US$0.01, alongside trailing twelve month revenue of US$2.6 billion and EPS of US$0.10, marking a clean shift into positive earnings territory over the past year. The company has seen quarterly revenue move from US$554 million and a basic EPS loss of US$0.22 in Q4 2024 to US$654 million and EPS of US$0.01 in Q4 2025, while trailing twelve month EPS moved from a loss of US$0.48 to a profit of US$0.10...
NYSE:ENOV
NYSE:ENOVMedical Equipment

Enovis (ENOV) Valuation Check As Positive Analyst Views Follow A Difficult Year

Conference spotlight and recent stock performance Enovis (ENOV) is set to present at the Annual MedTech, Digital Health, Life Science & Diagnostic Tools Conference in Snowbird, Utah on February 11, 2026, drawing fresh attention to the stock. The appearance follows a challenging 2025 in which the share price declined about 50% over the past year. The stock has also faced pressure in recent months, with returns of 15% over the past month and 26% over the past 3 months. See our latest analysis...
NasdaqGS:GNTX
NasdaqGS:GNTXAuto Components

Gentex (GNTX) Valuation After Earnings Beat Guidance Upgrade And Share Repurchase Completion

Why Gentex’s latest earnings and guidance matter for shareholders Gentex (GNTX) shares have been reacting to a cluster of fresh information, including higher fourth quarter sales and net income, new revenue guidance for 2026 and 2027, and completion of a recent buyback tranche. See our latest analysis for Gentex. Gentex’s latest earnings beat and new 2026 to 2027 revenue guidance come after a 4.9% 90 day share price return and a 5 year total shareholder return of 25.4% decline. This suggests...
NasdaqGS:BL
NasdaqGS:BLSoftware

BlackLine (BL) Margin Compression To 3.5% Tests Bullish Earnings Growth Narratives

BlackLine (BL) has wrapped up FY 2025 with fourth quarter revenue of US$183.2 million and basic EPS of US$0.08, alongside net income of US$4.9 million. Over recent quarters the company has seen revenue move from US$169.5 million in Q4 2024 to US$183.2 million in Q4 2025, while quarterly basic EPS shifted from US$0.90 to US$0.08. This sets the backdrop for a year where margins are front and center for investors. See our full analysis for BlackLine. With the latest numbers on the table, the...
NYSE:APAM
NYSE:APAMCapital Markets

Artisan Partners (APAM) Valuation Check After Strong Results And Enhanced Dividend Payout

Artisan Partners Asset Management (APAM) has drawn fresh attention after reporting fourth quarter and full year 2025 results, as well as declaring a combined US$1.58 per share dividend that includes a special payout. See our latest analysis for Artisan Partners Asset Management. Against this backdrop, Artisan Partners Asset Management’s share price closed at US$44.27, with a 1-day share price return of a 2.51% decline, a 6.91% year to date share price return, and a 3-year total shareholder...
NasdaqGS:UPST
NasdaqGS:UPSTConsumer Finance

Upstart Holdings (UPST) Turns TTM Profitable Challenging Bearish Narratives On Its Rich 60.5x P/E

Upstart Holdings (UPST) has closed out FY 2025 with Q4 revenue of US$304.2 million and basic EPS of US$0.19, rounding off a trailing twelve month profile that includes US$1.1 billion in revenue and EPS of US$0.56 as the company moved into positive earnings territory over the year. The company has seen quarterly revenue move from US$220.4 million in Q1 2025 to US$304.2 million in Q4, while basic EPS tracked from a loss of US$0.03 in Q1 to profits of US$0.06, US$0.33 and then US$0.19 in Q2, Q3...
NYSE:GOLF
NYSE:GOLFLeisure

Do Shifting Analyst Views on GOLF Quietly Reframe Acushnet’s Brand Strength and Margin Story?

In recent months, several analysts have updated their views on Acushnet Holdings, offering a range of positive and cautious ratings based on company performance and market conditions. Their reassessments highlight how shifting expectations around golf participation, margins, and brand strength are shaping the outlook for this premium golf equipment and apparel provider. We’ll now examine how these analyst upgrades and growing confidence in Acushnet’s outlook influence the company’s broader...
NYSE:SFL
NYSE:SFLOil and Gas

SFL Corp (SFL) Q3 Profit Return Tests Bullish Long Term Earnings Narrative

SFL (NYSE:SFL) has just posted its FY 2025 third quarter numbers, with revenue of US$175.2 million and EPS of US$0.07. This sets a fresh datapoint for a year that has swung from a loss per share of US$0.24 in Q1 to a small profit in Q2 and Q3. The company has seen quarterly revenue move from US$188.6 million in Q2 2024 to US$253.2 million in Q3 2024, and then settle in a range between US$175.2 million and US$188.5 million across the first three quarters of 2025. EPS has shifted from US$0.34...