U.S. Packaging Stock News

In recent news, PennyMac Mortgage Investment Trust has faced ongoing sales declines along with challenges related to net interest income and capital management during a difficult market cycle. This situation has prompted fresh concerns among investors about the company's operational health and its suitability for portfolio inclusion. We will examine how these persistent operational hurdles might influence PennyMac's investment narrative moving forward. This technology could replace...

On November 6, 2025, KeyCorp presented at The BancAnalysts Association of Boston Conference, where Chief Financial Officer Clark Harold Ibrahim Khayat and Head of Consumer Banking Victor B. Alexander discussed financial performance and strategy at The Langham Hotel in Boston. KeyCorp achieved a major financial turnaround in the third quarter of 2025, reporting revenues that more than doubled year-over-year and a return to profitability, outpacing analyst expectations even while facing...

Protagonist Therapeutics has announced that new clinical data on rusfertide in polycythemia vera, including results from the Phase 3 VERIFY study, will be presented at the 67th Annual ASH Meeting in December 2025. These presentations are expected to provide key insights into the durability, safety, and long-term effects of rusfertide treatment, which may be pivotal for future clinical and regulatory decisions. We'll explore how the forthcoming clinical evidence on rusfertide's durability and...

Earlier this week, NVR reported third-quarter earnings that surpassed analyst expectations, despite experiencing a 4% decrease in revenue and a 20% drop in net income compared to last year. This performance highlights the company's operational resilience amid a difficult housing market, further underscored by recent insider purchasing activity from board director Michael J. DeVito. We'll explore how NVR’s ability to outperform earnings expectations shapes its investment narrative in the...

Zenas BioPharma (ZBIO) just shared promising Phase 2 MoonStone trial results for obexelimab in Relapsing Multiple Sclerosis. This news could influence how investors view the pipeline's potential in autoimmune treatments. See our latest analysis for Zenas BioPharma. The market was quick to react to Zenas BioPharma’s MoonStone trial update, sending the share price up 6.3% in a single day and building on a powerful run that saw a 55.7% share price return over the past month. While the stock has...

Floor & Decor Holdings (NYSE:FND) attracted attention with its latest quarterly earnings release, showcasing higher sales and net income compared to last year. The announcement was accompanied by a planned CEO transition and updated guidance for the next fiscal year. See our latest analysis for Floor & Decor Holdings. Despite Floor & Decor’s solid revenue growth and plans for leadership continuity, the past year’s total shareholder return sits at -41.9%. Short-term momentum continues to fade,...

Illumina has captured fresh attention this week after delivering strong third quarter earnings and raising its full-year revenue outlook. The Chinese Ministry of Commerce's move to lift the export ban on Illumina products is also coming into focus. See our latest analysis for Illumina. Illumina’s week has been anything but quiet, with a powerful 22.3% seven-day share price return as investors respond to headline earnings and the positive turn in China’s regulatory stance. Despite recent...

Q2 Holdings (QTWO) reported a major milestone, turning profitable over the past year with earnings growing at an impressive 31.5% per year over the last five years. Looking ahead, earnings are forecast to surge 52.7% per year, easily beating the US market average growth rate of 15.8%. Revenue is expected to tick up 10.1% per year. With shares trading below estimated fair value at $70.17 but at a premium on a price-to-earnings basis, investors are weighing outsized growth forecasts and recent...

Sonoco Products (SON) has just completed the sale of its ThermoSafe business unit to Arsenal Capital Partners. This move aligns with the company’s strategy to streamline operations and focus on its core packaging businesses. See our latest analysis for Sonoco Products. Sonoco Products’ latest move to streamline its business with the ThermoSafe sale was a key factor behind recent market attention, with shares now trading at $40.45. Although the 1-year total shareholder return is down 17.3%,...

Light & Wonder (LNW) just released its third quarter results, showing higher revenue and net income compared to the same period last year. Alongside these improved numbers, the company completed a sizable buyback, reducing outstanding shares and potentially boosting shareholder value. See our latest analysis for Light & Wonder. After those solid results and the completion of its buyback, Light & Wonder’s share price jumped 8.5% in a day, helping to offset some of this year’s earlier declines...

Traeger (COOK) remains unprofitable but has narrowed its losses at a modest annualized rate of 0.3% over the past five years. Looking ahead, revenue is forecast to grow at 1.7% per year, which trails the broader US market’s projected pace of 10.4%. With no flagged risks and trading below estimated fair value, attention is turning to COOK's discounted price-to-sales ratio of 0.2x compared to its peers and industry averages. See our full analysis for Traeger. Next, we will compare these numbers...

Remitly Global (RELY) has swung to profitability, reporting positive earnings for the first time after several periods in the red. Over the past five years, earnings grew at an annual rate of 4.7%. Looking ahead, analysts are forecasting a sharp acceleration, with earnings projected to climb 74.4% per year, outpacing the US market’s 15.8% average. Revenue is also set to rise at 16.6% per year, exceeding the broader market’s 10.4% growth. Profit margins are heading in the right direction. See...

Excelerate Energy (EE) posted impressive numbers, with earnings growing 59.8% over the past year, well above its five-year average of 46.8% per year. Net profit margin also improved to 3.5% from 3.1% last year. Looking ahead, revenue is forecast to grow at 19.2% annually and earnings at 23% per year, both comfortably outpacing the broader US market averages. With earnings considered high quality and no notable risks flagged, management’s continued focus on margin expansion and delivering on...

Allstate (ALL) delivered a dramatic turnaround in its latest earnings, posting net profit margins of 12.4%, up substantially from 6.6% the year before, and achieving 100.9% earnings growth after years of a 6.2% annual decline. However, while recent results impressed, forecasts suggest earnings are set to decline by 19.1% per year over the next three years, with revenue growth expectations of just 4.3% yearly. That contrast between a snapback in profitability and the outlook for softer growth...

In the past week, Marqeta reported third quarter earnings with net revenue rising to US$163.31 million and improved quarterly net loss, while also issuing an optimistic guidance for fourth quarter revenue growth between 22% and 24%. Klarna announced it is partnering with Marqeta to expand the Klarna Card into 15 new European markets, showcasing Marqeta's growing role in enabling international payment card programs. We'll explore how Marqeta's upward revenue guidance and Klarna partnership...

Manitowoc Company (MTW) booked a noteworthy turnaround in its latest twelve months, moving into profitability with a 22.3% annual earnings growth rate over the past five years. The company's EPS in the recent period was shaped by a one-off $9.7 million loss, and its price-to-earnings ratio stands at 7x, substantially below both the US Machinery industry average of 23.9x and its peers at 24.1x. Investors are sizing up MTW's improved net profit margin and headline valuation, balancing the...

Coty (COTY) remains unprofitable, but the company has steadily reduced its losses by 31.5% per year over the past five years. While revenue growth is forecast at a modest 2% per year, earnings are expected to climb 56.78% annually, with analysts projecting profitability within the next three years. After a year of unchanged net profit margins and a share price sitting at $3.72, Coty appears undervalued by standard metrics and discounted cash flow analysis. This presents a recovery profile...

AG Mortgage Investment Trust (MITT) reported a forecasted earnings growth of 19.6% per year, outpacing the US market’s expected 15.8% rate. Revenue is projected to rise by 7.6% per year, which trails the 10.4% market average, while the net profit margin now sits at 32.2%, down from 72.2% the year before. With shares trading at a Price-To-Earnings ratio of 8.8x, below peers and the broader industry, investors are weighing MITT’s attractive valuation and strong recent earnings trajectory...

Carriage Services (CSV) reported current net profit margins of 11.9%, up from 8.5% the previous year. Earnings have grown by an average of 11.8% per year over the past five years. Notably, earnings growth over the past year was 41.8%, outpacing the company’s five-year average. Revenue is forecast to rise 4.4% annually, with earnings expected to climb 9.7% per year. With a price-to-earnings ratio of 13.5x, lower than both industry and peer averages, and shares trading below fair value,...

Consensus Cloud Solutions (CCSI) posted net profit margins of 23.5%, a decrease from 25.1% a year ago. Earnings have declined by 8.9% per year over the last five years, and earnings growth remained negative this period. Looking ahead, investors will note that revenue is forecast to grow just 0.4% per year, with earnings growth projected at 6.9% annually. Both metrics are below the US market averages. See our full analysis for Consensus Cloud Solutions. Next up, we will see how these results...

Liberty Latin America (LILA) remains unprofitable, with reported losses having expanded over the past five years at an average rate of 10.2% per year. Although revenue is forecast to grow just 2% yearly, slower than the 10.4% growth expected for the broader US market, analysts project a striking forward earnings growth rate of 109.39% per year and believe the company could swing to profitability within the next three years. See our full analysis for Liberty Latin America. Now, let’s see how...

Southwest Gas Holdings (SWX) delivered a sharp improvement in profitability this year, with net profit margins rising to 9.6% from last year’s 3.4% and annual earnings growth hitting 46.2%. That performance stands out after five years of declining earnings. Shares now trade at $78.83, a significant premium to the estimated fair value of $40.31 based on discounted cash flow. With the company expected to grow earnings at 13.4% per year and revenue at 3.5% per year, both well below broader US...

W&T Offshore (WTI) remains unprofitable, with losses compounding at an average rate of 24.6% per year over the past five years. The company’s net profit margin has not improved. However, earnings are forecast to grow 64.67% per year, which could put W&T Offshore on track for potential profitability within the next three years if targets are met. This rapid expected earnings growth is encouraging investors to weigh ongoing financial risks against the possibility of a turnaround based on...

Franklin Covey (FC) reported a mixed performance for the latest period. While the company’s annual earnings have grown by 21.2% over the past five years, earnings turned negative over the last twelve months, hurt by a one-off $6.7 million loss that weighed on overall results. With the net profit margin down from 8.1% to 1.1% and revenue now forecast to grow just 3.8% per year, which is well below the 10.4% pace expected for the broader US market, investors are left weighing slower growth...