U.S. Oil and Gas Stock News

NYSE:NFG
NYSE:NFGGas Utilities

National Fuel Gas (NFG) Profitability Turnaround Tests Bullish Low P/E Narrative Heading Into Q2

National Fuel Gas (NFG) has just put fresh numbers on the board for Q2 2026, with Q1 fiscal revenue at US$651.5 million and basic EPS of US$1.99 setting the tone for how the year is shaping up. The company has seen revenue move from US$372.1 million and basic EPS of US$1.84 loss in Q4 2024 to US$729.9 million with EPS of US$2.39 in Q2 2025, before landing at Q1 2026 levels. This gives investors a clear view of how sales and per share results have tracked across recent quarters. With the share...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

CoStar Group (CSGP) Margin Squeeze Challenges Bullish Growth Narratives After Q4 2025 Results

CoStar Group (CSGP) has just put fresh numbers on the table, with Q4 2025 revenue of US$899.9 million and basic EPS of US$0.11, capping off a trailing 12 month period where total revenue reached about US$3.2 billion and basic EPS came in at roughly US$0.02. The company has seen revenue move from US$709.2 million in Q4 2024 to US$899.9 million in Q4 2025, while quarterly EPS shifted from US$0.15 to US$0.11. This sets up a picture of expanding top line alongside thinner earnings, which leaves...
NYSE:GVA
NYSE:GVAConstruction

Granite Construction (GVA) Margin Improvement Fuels Debate On Bullish Double Digit Profit Hopes

Granite Construction (GVA) has just laid out a fresh set of numbers for Q1 2026, with the recent run of quarterly results showing revenue between US$699.5 million and US$1.43 billion and basic EPS ranging from a loss of US$0.77 to a gain of US$2.35 over the past four quarters. Trailing twelve month EPS reached US$4.42 on revenue of about US$4.42 billion and net income of US$193.0 million. Over the last year, the company has also reported earnings growth of 52.8% and net margin moving to 4.4%...
NasdaqGS:XRX
NasdaqGS:XRXTech

Xerox Holdings (XRX) Losses Deepen And Challenge Bullish Margin Improvement Narratives

Xerox Holdings (XRX) has opened 2026 earnings season on a weak footing, with Q1 2026 coming on the heels of Q4 2025 revenue of US$2.0 billion, a basic EPS loss of US$0.59 and net income loss of US$76 million, compared with Q4 2024 revenue of US$1.6 billion, a basic EPS loss of US$0.19 and net income loss of US$24 million. Over the past few quarters, revenue has moved from US$1.5 billion in Q3 2024 to US$1.6 billion in Q4 2024 and then US$1.5 billion, US$2.0 billion and US$2.0 billion across...
NYSE:NNN
NYSE:NNNRetail REITs

NNN REIT (NNN) Earnings Margin Decline Reinforces Bearish Narratives On Profitability

NNN REIT (NNN) opened 2026 with Q1 results framed by Q4 2025 numbers that included total revenue of US$238.4 million, basic EPS of US$0.51, and funds from operations of US$638.4 million. Over the past few quarters, revenue has moved from US$218.5 million in Q4 2024 to US$230.9 million in Q1 2025 and US$226.8 million in Q2 2025. Basic EPS tracked between US$0.52 and US$0.54 across the same period, giving you a clearer view of the recent run rate. With trailing net margins easing from 45.6% to...
NasdaqCM:THRY
NasdaqCM:THRYMedia

Thryv Holdings (THRY) Turns TTM Profitable Challenging Bearish Earnings Narratives

Thryv Holdings (THRY) has just posted its Q1 2026 update with recent quarterly numbers showing revenue between US$179.9 million and US$210.5 million over the past year, while EPS has swung between a loss of US$2.65 and a profit of US$0.32 per share as the company moved through periods of loss and profitability. Over the last six reported quarters, revenue has ranged from US$179.9 million to US$210.5 million and EPS has moved from a loss of US$2.65 to a small profit of US$0.19. This sets up a...
NYSE:VLO
NYSE:VLOOil and Gas

Valero Energy (VLO) Margin Pressure To 2% Tests Bullish Valuation Narrative

Valero Energy (VLO) has just reported its latest numbers, with recent quarterly revenue running between about US$28.2 billion and US$31.3 billion and Basic EPS moving from a loss of US$1.90 in early 2025 to US$3.73 in Q4 2025 as net income excluding extra items shifted from a loss of US$596 million to a profit of US$1.13 billion. Over the past year, the company has seen revenue range from US$28.2 billion to US$31.3 billion per quarter while Basic EPS moved between US$0.89 and US$3.73 as net...
NYSE:ABBV
NYSE:ABBVBiotechs

AbbVie (ABBV) Q1 2026 Margin Compression Tests Bullish High P/E Narrative

AbbVie Q1 2026 earnings at a glance AbbVie (ABBV) has opened 2026 with Q1 results showing revenue of US$15.0b and basic EPS of US$0.39, alongside net income of US$695m. Over the past year, the company has seen revenue move from US$56.3b on a trailing twelve month basis in Q4 2024 to US$62.8b by Q1 2026. Over the same period, trailing basic EPS shifted from US$2.40 to US$2.03 as net income moved from US$4.2b to US$3.6b. With a trailing net profit margin of 5.7% that reflects a large one off...
NYSE:CWH
NYSE:CWHSpecialty Retail

Camping World Holdings Q4 Loss Widens Challenging Bullish Profitability Narratives

Camping World Holdings (CWH) has kicked off Q1 2026 with investors focused on how the recent stretch of unprofitable quarters lines up with revenue and EPS trends, after reporting Q4 2025 revenue of US$1,173.6 million and a basic EPS loss of US$1.07 alongside trailing 12 month revenue of US$6.4 billion and a basic EPS loss of US$1.43. Over recent quarters the company has seen quarterly revenue move from US$1,413.5 million in Q1 2025 to US$1,976.0 million in Q2 2025, US$1,806.1 million in Q3...
NYSE:BFLY
NYSE:BFLYMedical Equipment

Butterfly Network (BFLY) Heavy Losses Challenge Bullish Narratives Ahead Of Q1 2026 Earnings

Butterfly Network (BFLY) opened Q1 2026 earnings season with trailing 12 month revenue of about US$97.6 million and a basic EPS loss of roughly US$0.31, setting a clear backdrop of scale without profitability. The company has seen quarterly revenue move from US$22.4 million in Q4 2024 to US$31.5 million in Q4 2025, while basic EPS over those same quarters went from a loss of US$0.08 to a loss of US$0.06. This has left investors focused on how much of that top line is ultimately flowing...
NasdaqGS:TTEK
NasdaqGS:TTEKCommercial Services

Tetra Tech (TTEK) Q2 2026 Margin Expansion Reinforces Bullish Profitability Narrative

Tetra Tech (TTEK) has put fresh numbers on the board for Q2 2026, reporting revenue of US$1.0b, net income of US$93.6m and basic EPS of US$0.36, with the latest year showing earnings growth of 133.1% and trailing twelve month EPS of US$1.68. Over recent quarters the company has seen revenue move from US$1.10b in Q2 2025 to US$1.16b in Q4 2025 and US$1.05b in Q2 2026, while basic EPS has shifted from US$0.02 to US$0.49 and then US$0.36. This has taken place against a backdrop of net profit...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

Is It Too Late To Consider EZCORP (EZPW) After A 109% One Year Rally?

With EZCORP shares at US$32.78, many investors are asking the same question: is the stock still offering value after such a strong run, or has it already priced in most of the good news? The share price performance has been strong across multiple time frames, with returns of 3.3% over 7 days, 29.2% over 30 days, 63.4% year to date and 109.2% over the last year. The 3 year return sits at 281.2% and the 5 year return at 392.9%. Recent coverage around EZCORP has focused on its role in consumer...
NasdaqGS:MAT
NasdaqGS:MATLeisure

Mattel (MAT) Q1 EPS Return To Profit Tests Long Running Earnings Decline Narratives

Mattel (MAT) opened Q1 2026 with total revenue of US$862.2 million and basic EPS of US$0.21, while net income excluding extra items came in at US$61 million as investors weighed these fresh numbers against a current share price of US$15.08. Over the past year, the company has seen quarterly revenue move from US$826.6 million in Q1 2025 to US$862.2 million in Q1 2026, while EPS shifted from a loss of US$0.12 to a profit of US$0.21. This sets up a quarter in which profitability metrics and...
NasdaqGS:ALKT
NasdaqGS:ALKTSoftware

Alkami Technology (ALKT) Revenue Growth Outpaces Market And Tests Profitability Concerns

Alkami Technology (ALKT) has opened 2026 with Q1 results that put the focus squarely on scaling revenue while working through ongoing losses, reporting total revenue of US$126.1 million alongside a basic EPS loss of US$0.09 and net income loss of US$10.0 million. The company has seen quarterly revenue move from US$97.8 million in Q1 2025 to US$126.1 million in Q1 2026, while quarterly basic EPS has moved from a loss of US$0.08 to a loss of US$0.09. This sets up a story where top line...
NYSE:AOS
NYSE:AOSBuilding

A. O. Smith (AOS) Heads Into Q1 2026 With 14.3% Margin Testing Bullish Narratives

A. O. Smith (AOS) heads into Q1 2026 with a recent run of steady top and bottom line figures, including Q4 2025 revenue of US$912.5 million and basic EPS of US$0.90, alongside trailing twelve month EPS of US$3.87 on revenue of US$3.8 billion. Over the past four quarters, the company has seen quarterly revenue move between US$912.4 million and US$1.0 billion, while basic EPS ranged from US$0.75 to US$1.07. This frames a consistent earnings profile that feeds into that trailing result. With a...
NasdaqGS:PATK
NasdaqGS:PATKAuto Components

Patrick Industries (PATK) Enters Q1 2026 With 3.4% Net Margin Testing Bullish Narratives

Patrick Industries (PATK) has just opened Q1 2026 earnings season with a backdrop of steady top line and EPS from recent quarters, including Q4 2025 revenue of US$924.2 million and basic EPS of US$0.90, alongside trailing twelve month revenue of US$3.95 billion and EPS of US$4.16. Over the last few reported periods, revenue has ranged from US$846.1 million to US$1.05 billion per quarter, while basic EPS has moved between US$0.45 and US$1.25. This gives investors a clear view of how sales and...
NYSE:INVH
NYSE:INVHResidential REITs

Invitation Homes (INVH) Q1 FFO Of US$262m Tests Bullish Margin Narrative

Invitation Homes (INVH) has put fresh numbers on the board for Q1 2026, reporting funds from operations of US$262.4 million against a backdrop of trailing twelve-month FFO of about US$1.1 billion and net income of US$587.0 million. Over recent quarters, the company has seen FFO range from US$223.2 million in Q4 2024 to US$279.4 million in Q2 2025, while quarterly net income has sat between US$136.5 million and US$165.5 million. This gives a clearer view of how earnings power has been tracking...
NYSE:APD
NYSE:APDChemicals

Is It Too Late To Consider Air Products and Chemicals (APD) After Recent Valuation Signals?

How Air Products and Chemicals Is Valued Today With the scene set, the next step is to unpack how Air Products and Chemicals is being valued right now using several common approaches so you can see what the current share price may be implying about the business. This section will walk through key valuation methods that investors often use to assess a stock like Air Products and Chemicals, focusing on what each lens highlights rather than pushing any single view as the answer. Throughout, it...
NYSE:BOH
NYSE:BOHBanks

Is Bank of Hawaii (BOH) Pricing Looked At Differently After Its Strong 1-Year Share Gain?

For investors considering whether Bank of Hawaii at around US$79.51 represents fair value or a potential mispricing, this article explains the key signals you can use to make your own assessment. The stock shows returns of 2.1% over 7 days, 7.1% over 30 days, 16.2% year to date and 23.3% over 1 year, which provides useful context before comparing the current price to estimated value. Recent coverage has focused on Bank of Hawaii within the wider U.S. regional banks space and how investors...
NYSE:SAH
NYSE:SAHSpecialty Retail

Sonic Automotive (SAH) One Off US$144.4m Loss Tests Thin 0.8% Margin Narrative

Sonic Automotive (SAH) has put fresh numbers on the board for Q1 2026, coming off Q4 2025 revenue of US$3.9b and basic EPS of US$1.39, with trailing 12 month EPS of US$3.49 setting the backdrop for the latest print. Over recent quarters the company has seen revenue move between US$3.5b and just under US$4.0b, while basic EPS has ranged from a quarterly loss of US$1.34 to a quarterly profit of US$2.08. This gives investors a wide view of how earnings have tracked against a net margin of 0.8%...
NYSE:QTWO
NYSE:QTWOSoftware

Q2 Holdings (QTWO) Profitability Shift With US$0.43 EPS Tests Premium P/E Narrative

Q2 Holdings (QTWO) has just posted Q1 2026 results with revenue of US$216.5 million and basic EPS of US$0.43, alongside net income of US$26.6 million, putting fresh numbers behind its recent shift into profitability. The company has seen quarterly revenue move from US$189.7 million and EPS of US$0.08 in Q1 2025 to US$216.5 million and EPS of US$0.43 in Q1 2026. Trailing twelve month EPS now stands at US$1.18 on net income of US$73.9 million, framing a story where earnings are a central focus...
NasdaqCM:ALRS
NasdaqCM:ALRSDiversified Financial

Alerus Financial (ALRS) Q4 Loss And Revenue Collapse Challenge Bullish Profitability Narratives

Alerus Financial (ALRS) has just opened Q1 2026 reporting with a mixed backdrop, coming off Q4 2025 revenue of US$8.5 million and a basic EPS loss of US$1.29, alongside trailing 12 month revenue of US$223.8 million and EPS of US$0.69. Over recent quarters, the company has seen quarterly revenue move from US$49.2 million in Q3 2024 to US$74.8 million in Q2 2025 before Q4’s sharp step down, while basic EPS ranged from roughly breakeven in Q4 2024 to US$0.79 in Q2 2025 ahead of the most recent...
NYSE:AR
NYSE:AROil and Gas

Antero Resources Q1 EPS Surge Tests Bullish Margin Expansion Narrative

Antero Resources (AR) has reported Q1 2026 revenue of about US$1.9b and basic EPS of US$1.73, setting a clear marker for how the year is starting. The company’s quarterly revenue has moved from US$1.18b in Q4 2024 to US$1.42b in Q1 2025 and then to roughly US$1.95b in Q1 2026. Over the same periods, basic EPS shifted from US$0.48 to US$0.67 and then to US$1.73. Trailing 12 month net income and margins have strengthened alongside the earnings profile. Overall, the results point to a period in...
NasdaqGS:CCC
NasdaqGS:CCCSoftware

CCC Intelligent Solutions (CCC) Earnings Margins Near 0% Challenge Bullish Profitability Narratives

CCC Intelligent Solutions Holdings (CCCS) has just opened its 2026 reporting year with Q1 results set against a trailing revenue base of US$1.1b and trailing basic EPS of US$0.000654, giving investors a clearer read on how its recent profitability and top line performance fit together. Over recent quarters, the company has seen quarterly revenue move from US$246.5 million in Q4 2024 to US$251.6 million in Q1 2025 and then to US$277.9 million in Q4 2025, while basic EPS has ranged from a loss...