NYSE:BAX
NYSE:BAXMedical Equipment

Baxter International (BAX): Losses Worsen as Investors Weigh Turnaround Hopes Against Ongoing Financial Risks

Baxter International (BAX) is currently posting yearly losses, with net losses increasing at a rate of 28.8% per year over the past five years. Looking ahead, analysts expect the company to swing back to profitability within three years, projecting earnings to grow rapidly at 35.21% per year, while revenue growth is expected to lag at only 2.5% per year. This figure is well behind the broader US market's expected 10.3% annual revenue growth. With shares trading at $19.16, significantly below...
NasdaqGS:CROX
NasdaqGS:CROXLuxury

Crocs (CROX) Profit Margin Drops to 5.7% on $739M One-Off Loss, Pressuring Bullish Narratives

Crocs (CROX) posted net profit margins of 5.7%, a sharp drop from 20% last year, after absorbing a one-off loss of $739.1 million. Over the past five years, the company’s earnings have grown at an average of 12.4% annually. Looking forward, analysts forecast earnings to jump 87.9% per year, even though revenue growth is expected to lag the broader US market. With shares trading at $82.54, well below an estimated fair value of $139.54, and market participants assessing both compressed...
NasdaqGS:GEHC
NasdaqGS:GEHCMedical Equipment

GE HealthCare (GEHC) Profit Margin Tops Forecasts, Reinforcing Bullish Valuation Narratives

GE HealthCare Technologies (GEHC) delivered a net profit margin of 10.9%, up from 8.6% a year ago, as annual earnings growth surged to 32.3%, far outpacing its five-year average rate of 0.06%. Looking ahead, earnings are projected to grow at 5.6% per year, while revenue is expected to rise at 4.1% per year. Both rates trail the broader US market averages. The combination of expanding margins and favorable value multiples is giving investors plenty to consider this earnings season. See our...
NasdaqCM:VRRM
NasdaqCM:VRRMProfessional Services

Verra Mobility (VRRM): $98.3 Million One-Off Loss Challenges Profit Margin Optimism

Verra Mobility (VRRM) posted a one-off loss of $98.3 million for the twelve months ending September 30, 2025, resulting in net profit margins falling to 5.4% from 11.6% a year ago. Over the past five years, however, earnings have grown at an impressive 21.9% annual rate and are projected to accelerate by 35% per year moving forward, outpacing US market averages. While lower margins and a dip in reported earnings quality raise some near-term questions, a strong growth forecast and a share...
NasdaqCM:GMGI
NasdaqCM:GMGIEntertainment

Golden Matrix Group (GMGI): Five-Year Loss Acceleration Challenges Bullish Growth and Value Narratives

Golden Matrix Group (GMGI) is currently unprofitable, with losses having grown at an average annual rate of 66.5% over the last five years. Still, the company is forecasting revenue growth of 13% per year, outpacing the broader US market’s expected 10.3% growth, with earnings projected to climb 56.22% annually and potential profitability within three years. See our full analysis for Golden Matrix Group. Next, we will put these numbers head-to-head with the most widely discussed market...
NYSE:EME
NYSE:EMEConstruction

EMCOR Group (EME) Margin Expansion Reinforces Bullish Narratives Despite Slower Growth Forecast

EMCOR Group (EME) reported net profit margins of 7.1%, up from 6% the previous year, as the company continued delivering high quality earnings. Over the last five years, earnings grew at an impressive 36.9% annually. The most recent year's growth of 33.9% fell just short of this pace. While revenue and earnings are projected to grow at 8.8% and 10.5% per year respectively, both figures lag the broader US market forecasts. This could potentially cap near-term excitement for investors. Strong...
NasdaqGS:LKQ
NasdaqGS:LKQRetail Distributors

LKQ (LKQ) Trades at PE Discount Despite 3.1% Annual Earnings Decline Over Five Years

LKQ (LKQ) is forecast to grow earnings by 11.56% per year, with revenue expected to rise 2.8% annually, both trailing the broader US market growth rates. Despite profit margins slipping slightly to 5% from last year’s 5.1% and a 3.1% annual earnings decline over the last five years, the company continues to report high quality earnings. Current forecasts for profit and revenue growth set the stage for cautious optimism among investors heading into the next cycle. See our full analysis for...
NYSE:DVA
NYSE:DVAHealthcare

DaVita (DVA): Margin Decline Challenges Value Narratives as Shares Trade Below Fair Value

DaVita (DVA) reported earnings that are forecast to grow at 7.01% per year, with revenue expected to increase 4.3% annually. Both of these growth rates fall short of broader US market averages. The company’s net profit margin has slipped to 5.8%, down from 6.5% a year earlier, and over the last five years, its earnings have declined by 1.2% per year. Despite these pressures, DaVita’s high reported earnings quality and a share price of $118.75, which is well below the estimated fair value of...
NasdaqGS:ADP
NasdaqGS:ADPProfessional Services

ADP (ADP) Net Margin Edges Higher, Slower Earnings Growth Reinforces Market Caution

Automatic Data Processing (ADP) posted a net profit margin of 19.8%, slightly above last year’s 19.7%, while earnings growth for the most recent period slowed to 7.5% compared to its 11.2% annual average over the past five years. Forecasts indicate ADP’s earnings are expected to grow at 6.7% per year, with revenue anticipated to rise by 5.3% annually, both projected to lag behind broader US market expectations. With quality earnings and limited risks, investors are focusing on stable margins...
NasdaqCM:TALK
NasdaqCM:TALKHealthcare

Talkspace (TALK) One-Off $1.2M Loss Challenges Bullish Profitability Narrative Despite Strong Growth

Talkspace (TALK) has turned profitable, with earnings climbing at an annual rate of 29.1% over the last five years. Forecasts point to a 41.2% earnings growth each year ahead. Revenue is expected to rise 16.9% per year, outpacing the broader US market’s 10.3% growth. However, a one-off loss of $1.2 million weighed on the most recent results through September 30, 2025. Trading at $2.9, shares sit below an estimated fair value of $15.82. This has set the stage for ongoing debate about growth...
NasdaqGS:ODFL
NasdaqGS:ODFLTransportation

Old Dominion Freight Line (ODFL) Margin Decline Challenges Bullish Narratives Despite Growth Forecasts

Old Dominion Freight Line (ODFL) reported that earnings have grown at an average annual rate of 7.9% over the past five years, with future earnings expected to rise by 9.7% per year. Net profit margin landed at 19% this period, down from last year’s 21%. The share price trades at $137.25 compared to an estimated fair value of $99.09. Despite the recent dip in profitability and negative earnings growth versus the prior period, the company is still forecasting continued profit and revenue...
NasdaqGS:KHC
NasdaqGS:KHCFood

Kraft Heinz (KHC): Losses Have Grown 12.9% Annually, Profitability Forecast Within Three Years

Kraft Heinz (KHC) remains unprofitable, with losses having increased at an average rate of 12.9% per year over the last five years. However, analysts project earnings to grow by 67.72% per year, with the company expected to turn profitable within the next three years. This pace outstrips the average market. Revenue is forecast to rise just 0.7% per year, trailing the US market’s 10.3%. The stock currently trades at $24.58, beneath the estimated fair value of $69.24, and its price-to-sales...
NYSE:CALX
NYSE:CALXCommunications

Calix (CALX) Profitability Forecast Challenges Valuation Premium as Losses Deepen and Revenue Growth Leads Peers

Calix (CALX) remains unprofitable, with earnings growth unable to be compared to its five-year average and losses worsening at a 46.5% annual rate over the past five years. Despite a flat net profit margin and profits that have failed to grow, the company is forecast to achieve 11% annual revenue growth and a sharp 91.94% increase in earnings per year, with profitability expected within three years. Investors are weighing strong future growth prospects against the company’s current high...
NasdaqGM:ARCT
NasdaqGM:ARCTBiotechs

High Growth Tech Stocks In US With Promising Potential

The U.S. market has recently experienced mostly positive momentum, with major indices like the Nasdaq and S&P 500 showing gains following strong earnings reports from big tech companies such as Amazon. In this environment of optimism, investors often look for high growth potential in tech stocks that demonstrate robust fundamentals and innovative capabilities to capitalize on emerging trends.
NYSE:HVT
NYSE:HVTSpecialty Retail

Havertys (HVT): Margin Slide Challenges Bull Case Despite 90% Annual Earnings Growth Forecast

Haverty Furniture Companies (HVT) is set for a sharp turnaround as earnings are forecast to grow at an impressive 90.1% per year, far exceeding the expected 15.7% pace for the broader US market. Despite this robust outlook, net margins have slipped to 2.6%, down from 3.6% last year, and the company has posted annual earnings declines of 21.1% over the past five years. With a revenue growth projection of 6.9% per year that lags the national average, investors face a mixed set of signals as the...
NYSE:ETD
NYSE:ETDConsumer Durables

Ethan Allen (ETD) Margin Drop Reinforces Investor Concerns Despite Fair Value Signal

Ethan Allen Interiors (ETD) posted a net profit margin of 7.8%, down from 10% last year. Its latest filing reveals a reversal in annual earnings growth and shows an average gain of 5% per year over the last five years. Near-term forecasts suggest earnings are expected to decline by 2.4% per year, while revenue is set to grow at a modest 2% annually, trailing well behind the broader US market's 10.3% pace. With a high quality of earnings and shares currently trading below an estimated fair...
NYSE:WEX
NYSE:WEXDiversified Financial

WEX (WEX) Profit Margins Widen to 11.8%, Reinforcing Bullish Valuation Narratives

WEX (WEX) delivered earnings growth of 24.6% over the past year, building on a substantial 56.1% average annual increase over the past five years. Net profit margins widened to 11.8% from last year’s 9.3%, and current earnings are flagged as high quality. Notably, while earnings are forecast to grow slightly above the broader US market at 16.5% per year, revenue growth is projected at a more modest 5.3% annually, trailing market averages. With the stock currently trading below both estimated...
NYSE:WHD
NYSE:WHDEnergy Services

Cactus (WHD) Margin Miss Reinforces Debate on Long-Term Profit Quality

Cactus (WHD) is projected to deliver 19.7% annual revenue growth and matching annual earnings growth, both trending above market averages. Even with a net profit margin of 15.9%, slightly down from last year's 16.6%, the company boasts a five-year average earnings growth rate of 33.3%, although earnings dipped in the most recent year. Investors will note steady long-term growth and a solid margin, with the only minor risk flagged being recent insider selling. See our full analysis for...
NasdaqCM:FSFG
NasdaqCM:FSFGBanks

First Savings Financial Group (FSFG) Margin Surge Challenges Narrative of Persistent Bank Profitability Pressure

First Savings Financial Group (FSFG) posted standout results this period, with net profit margins surging to 27.1% compared to last year’s 12.7%. EPS growth over the past twelve months clocked in at a staggering 135.1%, a sharp turnaround from the company’s 5-year trend of a 28.3% annual earnings decline. Shares recently traded at $29.82, which is above the stock’s estimated fair value of $20, while its price-to-earnings ratio of 9.5x remains notably lower than peer and industry averages. For...
NYSE:SW
NYSE:SWPackaging

Smurfit Westrock (SW): Net Profit Margin Doubles, Challenging Concerns on Earnings Quality

Smurfit Westrock (NYSE:SW) reported revenue projected to rise at 3% per year, trailing the US market’s 10.3% pace. Net profit margin more than doubled to 2.4% from 1.3% last year. The company’s EPS saw a surge in annual earnings, up 238.5% over the past year, despite a $456 million one-off loss that colored the most recent results. Strong future growth forecasts and a notable valuation gap could attract investor attention, though questions remain about earnings quality and the financial...
NYSE:WOLF
NYSE:WOLFSemiconductor

Wolfspeed (WOLF) Losses Worsen 38.7% Per Year, Deep Value Narrative Faces Major Test

Wolfspeed (WOLF) remains unprofitable, with net losses accelerating at a rate of 38.7% per year over the past five years. The company’s net profit margin has not improved in the last year, and there are no signals of profit growth picking up speed. Compared to the sector, the stock trades at a Price-to-Sales ratio of just 0.9x, sharply below the US semiconductor industry average. See our full analysis for Wolfspeed. Next, we'll see how the recent results compare with the broader narratives...