U.S. Packaging Stock News

Vaxcyte recently reported that it has begun dosing participants in OPUS-3, a Phase 3 trial of its 31-valent pneumococcal conjugate vaccine VAX-31 in adults who were previously vaccinated, as part of a broader Phase 3 program aligned with the U.S. FDA to support a future Biologics License Application. An interesting angle for investors is that VAX-31, which holds Breakthrough Therapy designation and is described as the broadest-spectrum pneumococcal conjugate vaccine in the clinic, is being...

Sally Beauty Holdings, Inc. has already reported its fiscal first-quarter 2026 results, with sales of US$943.17 million and net income of US$45.56 million, while also completing a long-running share repurchase program totaling 38,078,993 shares for US$553.36 million. The company paired this with new guidance calling for relatively steady net sales and comparable sales for the second quarter and full year 2026, suggesting management is focused on disciplined growth rather than aggressive...

In early February 2026, Genpact reported fourth-quarter 2025 results showing higher sales and earnings than a year earlier, issued 2026 guidance calling for continued revenue and EPS growth, raised its quarterly dividend to US$0.1875 per share, and completed a long-running share repurchase program totaling US$2.39 billion. The company highlighted strong traction in its AI and agentic-operations offerings and growing technology partnerships, suggesting its business mix is steadily shifting...

Leonardo DRS (DRS) has drawn fresh attention after announcing a collaboration with Israel based Axon Vision to integrate artificial intelligence enabled counter unmanned aircraft system capabilities into its battle platforms for US armed forces. See our latest analysis for Leonardo DRS. Those AI focused C UAS and interoperability efforts sit alongside other activity such as its presence at the Singapore Airshow and recent shipboard computing showcases, and come after a 90 day share price...

Nucor (NUE) is in focus after its fourth quarter 2025 earnings and revenue came in below market expectations, as investors also weigh potential steel tariff changes and fresh insider selling against Warren Buffett’s recent stake increase. See our latest analysis for Nucor. At a share price of $183.23, Nucor has given investors a 23.25% 90 day share price return and a 35.16% 1 year total shareholder return. This suggests momentum has been building even as tariff headlines, earnings softness...

If you are looking at Dauch and wondering whether the current share price reflects its true worth, you are not alone. This article will focus on what the numbers say about value rather than short term excitement. The stock last closed at US$7.25, with returns of 11.7% year to date and 40.8% over the past year, even though the last 7 days and 30 days saw declines of 15.9% and 5.8%. Those mixed returns follow recent ongoing coverage of the company, which has kept attention on how the market is...

If you are wondering whether Dycom Industries is still fairly priced after a strong run, this article walks through what the current market price might be implying about its value. At a last close of US$427.48, the stock has posted returns of 6.7% over the past week, 15.3% over the past month, 23.0% year to date and 139.9% over the past year, with around a 4x return over three years and just over a 4.5x return over five years. Recent coverage has focused on Dycom Industries as part of...

Brookfield Wealth Solutions Ltd. reported fourth-quarter 2025 revenue of US$3,054 million and net income of US$8 million, with full-year revenue of US$11.64 billion and net income of US$766 million, all lower than the prior year. Despite the weaker results, the company raised its quarterly return of capital by 17% to US$0.07 per class A and B share, indicating a clear commitment to ongoing cash distributions. We’ll now examine how the earnings slowdown alongside a higher return of capital...

Service Corporation International (SCI) just released its fourth quarter and full year 2025 results, combining steady funeral and cemetery performance with updated 2026 guidance and fresh capital plans that give investors more detail on earnings drivers. See our latest analysis for Service Corporation International. The recent earnings release and cautious 2026 outlook have come with some volatility, with a 7 day share price return of 6.4% and a 30 day share price return of 4.0% against a...

Earlier this month, Rubrik promoted Jesse Green to Chief Revenue Officer following his leadership of Rubrik Americas, and the company presented at the WEST Conference 2026 in San Diego to highlight its data security and cyber resilience offerings. This leadership change, combined with Rubrik’s active presence at a major defense and technology forum, underscores how the company is pressing its global go-to-market push in cyber and data protection. We’ll now examine how Rubrik’s CRO...

Patent agreement puts Beam Therapeutics (BEAM) intellectual property in focus Beam Therapeutics (BEAM) has moved to secure its gene editing toolkit, signing a standby license agreement with Kobe University and Bio Palette that aims to protect access to key base editing patents. See our latest analysis for Beam Therapeutics. The standby license news lands after a choppy year, with a 26.79% 90 day share price return but a 1 year total shareholder return of 13.83% decline, signaling near term...

In early February 2026, Citrix announced it will expand its agreement with Arrow Electronics from March 1, 2026, handing Arrow responsibility for managing all Citrix Service Providers across North America and Europe, while Arrow also reported 2025 sales of US$30.85 billion and net income of US$571.27 million alongside new Q1 2026 guidance. This combination of strong recent results, guidance, and an expanded Citrix partnership underscores Arrow’s push toward higher-margin, service-led...

In February 2026, FirstSun Capital Bancorp was added to the Zacks Rank #1 (Strong Buy) list after analysts raised current‑year earnings estimates by 9.8% over the prior 60 days, while the company also presented to investors at the KBW 2026 Winter Financial Services Conference in Boca Raton, Florida. This combination of a higher earnings outlook and increased investor visibility comes despite earlier concerns about modest revenue growth, a contracting net interest margin, and forecasts for a...

In February 2026, Avantor reported fourth-quarter 2025 sales of US$1,663.6 million, with net income falling sharply to US$52.4 million, and a full‑year 2025 net loss of US$530.2 million on slightly lower annual sales of US$6,552.2 million. Alongside these weaker profits, the company completed a US$74.97 million share repurchase and launched its Revival program, reorganizing operations and investing in e‑commerce and brand refresh initiatives to address margin pressures and reposition the...

Alexander’s, Inc. recently reported full-year 2025 results, with sales of US$213.18 million and net income of US$28.22 million, both lower than the prior year, while also affirming a regular quarterly dividend of US$4.50 per share payable on February 27, 2026. The combination of reduced earnings per share from continuing operations and the continued cash return via dividends highlights a tension between current profitability and shareholder income priorities. We’ll now examine how the...

Earnings rebound and fresh 2026 outlook Capri Holdings (CPRI) returned to profitability in its latest quarter, reporting positive net income and higher earnings per share than a year earlier, while also issuing new full year 2026 revenue and earnings guidance. See our latest analysis for Capri Holdings. The earnings rebound and new 2026 guidance sit against a weaker recent share price trend. Capri Holdings’ 30-day share price return shows a decline of 17.79%, and its 1-year total shareholder...

Pebblebrook Hotel Trust recently refinanced its near-term debt by closing a new US$450 million senior unsecured term loan, retiring the Margaritaville Hollywood Beach Resort mortgage originally due in 2026, and extending its US$650 million revolving credit facility through October 2029. This refinancing meaningfully extends Pebblebrook’s debt maturity profile, reduces reliance on secured borrowing, and leaves its US$650 million revolver fully undrawn, enhancing financial flexibility for...

NETSTREIT (NTST) has just completed a follow on equity offering, raising about US$208.6 million by issuing 10,980,000 common shares at US$19 each, which represents a US$0.76 discount to the offer price. See our latest analysis for NETSTREIT. The follow on equity raise comes on the heels of NETSTREIT’s recent earnings release, dividend increase and 2025 investment update. The stock’s 30 day share price return of 9.49% and 1 year total shareholder return of 53.13% suggest momentum has recently...

Expedia Group’s FY 2025 Earnings Snapshot Expedia Group (EXPE) has rounded out FY 2025 with Q4 revenue of US$3.5b and basic EPS of US$1.67, as investors weigh these headline figures against a share price of US$212.67. Over recent quarters, the company has seen revenue move from US$3.2b in Q4 2024 and US$4.1b in Q3 2024 to US$4.4b in Q3 2025. Basic EPS shifted from US$2.33 to US$5.27 and then US$7.75 over the same Q4 to Q3 comparison, setting the scene for analysts’ growth forecasts and the...

Kraft Heinz (KHC) is hitting reset, scrapping its planned breakup and instead committing US$600 million to marketing, R&D, product upgrades, and selective pricing after reporting declining organic sales and softer 2026 guidance. See our latest analysis for Kraft Heinz. The recent reset comes after a mixed share price pattern, with a 1 month share price return of 5.4% and a 1 year total shareholder return decline of 9.1%, suggesting short term momentum has picked up while longer term...

Hancock Whitney (NasdaqGS:HWC) CEO completes a significant sale of company stock. The board approves an 11.1% increase in the regular dividend to shareholders. Investors receive new information on both insider activity and capital return policy at the same time. Hancock Whitney, a Gulf South focused regional bank, sits at the intersection of commercial banking, retail banking and wealth services. In this area, funding costs, deposit mix and credit quality remain front of mind for investors...

CareTrust REIT (NYSE:CTRE) reported a record US$1.8b of investments in its latest fiscal year. The company entered the UK care home market through the acquisition of Care REIT plc. CareTrust completed its first seniors housing operating (SHOP) sector deal, expanding its business model. The REIT reported nearly doubled net income and growth in normalized FFO, while doubling its professional team. CareTrust REIT, a healthcare focused real estate investment trust, is leaning further into...

Keurig Dr Pepper (NasdaqGS:KDP) has appointed Amie Thuener of Alphabet and William Newlands of Constellation Brands as independent directors. The company is restructuring its Board committees to adjust oversight as it pursues the acquisition of JDE Peet's and a planned split into two businesses. These governance changes come as Keurig Dr Pepper prepares for a major transformation of its corporate structure. Keurig Dr Pepper, trading at $29.69, sits at the center of a large transaction and...

What Sealed Air’s Recent Performance Signals for Investors With no single headline event driving Sealed Air (SEE) into focus today, many investors are looking instead at how its packaging business, returns, and recent financial figures fit into a broader portfolio. See our latest analysis for Sealed Air. Sealed Air’s share price has been fairly steady around US$41.93 recently, but the 1 year total shareholder return of 26.31% contrasts with a 3 year total shareholder return decline of 10.79%,...