U.S. Residential REITs Stock News

NasdaqGS:HNST
NasdaqGS:HNSTPersonal Products

Honest Company (HNST) Q4 Margin Collapse Challenges Bullish Profitability Narratives

Honest Company’s FY 2025 Results Put Margins Back in the Spotlight Honest Company (HNST) closed FY 2025 with fourth quarter revenue of US$88.0 million and a basic EPS loss of US$0.21, as net income excluding extra items came in at a loss of US$23.6 million, keeping profitability squarely in focus for investors. Over the past six quarters, revenue has moved from US$99.8 million in Q4 2024 through a FY 2025 range of US$88.0 million to US$97.3 million, while basic EPS has swung between a loss of...
NYSE:VSCO
NYSE:VSCOSpecialty Retail

Is It Too Late To Consider Victoria's Secret (VSCO) After Its 1-Year Share Price Surge?

If you are wondering whether Victoria's Secret shares still offer value after a strong run, the key is to look past the headlines and focus on what the current price really implies. The stock most recently closed at US$65.75, with returns of 7.2% over 7 days, 17.6% over 30 days, 23.2% year to date, 144.7% over 1 year and 74.2% over 3 years. Recent attention around Victoria's Secret has centered on its position in the US retail space and how investors view its brand and store footprint. This...
NasdaqGS:PHAT
NasdaqGS:PHATPharmaceuticals

Phathom Pharmaceuticals (PHAT) Losses Narrow To US$0.29 EPS And Test Bullish Profitability Narrative

Phathom Pharmaceuticals (PHAT) closed out FY 2025 with Q4 revenue of US$57.6 million and a basic EPS loss of US$0.29, as net income excluding extra items came in at a loss of US$21.1 million. Over recent quarters, the company has seen revenue move from US$29.7 million in Q4 2024 to US$57.6 million in Q4 2025, while quarterly basic EPS shifted from a loss of US$1.05 to a loss of US$0.29. This sets up a story where top line scale up is running ahead of bottom line profitability and keeps...
NasdaqGS:CNXC
NasdaqGS:CNXCProfessional Services

Did New Global Tariffs Just Quietly Complicate Concentrix's (CNXC) Integration and Debt Story?

In recent days, the Trump administration’s announcement of new global tariffs reignited trade policy uncertainty, affecting companies such as Concentrix whose operations span multiple markets. Although these tariffs have not been interpreted as changing Concentrix’s underlying business outlook, they introduce incremental risk around costs, client demand, and cross-border operations. We’ll now explore how renewed tariff-related uncertainty, alongside Concentrix’s existing integration and debt...
NasdaqGS:NXST
NasdaqGS:NXSTMedia

Nexstar Media Group (NXST) Margin Collapse To 2.2% Tests Bullish Growth Narratives

Nexstar Media Group FY 2025 Results: Earnings Slip as Margins Come Under Pressure Nexstar Media Group (NXST) has capped FY 2025 with a soft finish, as fourth quarter revenue came in at US$1.3 billion and the company reported a basic EPS loss of US$5.47 on net income of a US$166 million loss. Over the past six quarters, the company has seen quarterly revenue move from US$1.49 billion in Q4 2024 to US$1.20 billion in Q3 2025 and then to US$1.29 billion in Q4 2025. Quarterly basic EPS shifted...
NYSE:LRN
NYSE:LRNConsumer Services

Does Stride’s Stability‑First Turn After Platform Missteps Change The Bull Case For LRN?

On 19 February 2026, Stride, Inc. presented at the Singular Research Emerging Growth & Value Leaders Webinar, following earlier disruptions from a failed platform upgrade that led to enrollment losses and weaker student experiences. In response, management has shifted toward a stability-first approach, prioritizing platform reliability and measured enrollment over rapid expansion, while Career Learning programs hold up better than General Education. We’ll now explore how Stride’s...
NYSE:UMH
NYSE:UMHResidential REITs

UMH Properties (UMH) FFO Loss In Q4 Challenges Bullish Growth Narratives

UMH Properties (UMH) has just wrapped up FY 2025 with fourth quarter revenue of US$67.3 million, a basic EPS loss of US$0.01, and a fourth quarter net loss of US$0.5 million. Trailing twelve month revenue came in at US$261.8 million with basic EPS of US$0.07 and net income of US$6.0 million. Over recent quarters, the company has reported revenue increasing from US$61.8 million in Q4 2024 to US$67.3 million in Q4 2025. Over the same period, quarterly EPS has moved between a small profit and a...
NasdaqGS:LULU
NasdaqGS:LULULuxury

Assessing Lululemon (LULU) Valuation As EMEA Store Count Reaches 100 And Poland Entry Expands Growth

Lululemon athletica (LULU) is back in focus after announcing its 100th store in the EMEA region, a Warsaw opening via franchise that introduces the brand to Poland and signals faster international expansion. See our latest analysis for lululemon athletica. The EMEA expansion milestone lands at a time when lululemon athletica’s share price, last closing at US$185.98, has a 1-day share price return of 1.88% and a year-to-date share price return decline of 11.78%. The 1-year total shareholder...
NYSE:FLOC
NYSE:FLOCEnergy Services

Flowco Holdings (FLOC) Margin Compression Challenges Bullish Growth Narratives After FY 2025 Results

Flowco Holdings (FLOC) has wrapped up FY 2025 with fourth quarter revenue of US$197.2 million and basic EPS of US$0.60, alongside trailing 12 month net profit margin of 5.4% compared with 15% in the prior year. The company has seen revenue move from US$535.3 million on a trailing 12 month basis in Q4 2024 to US$759.7 million in Q4 2025, while trailing EPS shifted from US$10.41 to US$1.53, leaving investors with a mixed read on growth versus profitability. With earnings forecasts pointing to...
NasdaqGS:FTRE
NasdaqGS:FTRELife Sciences

Fortrea Holdings (FTRE) Posts US$986 Million TTM Loss Reinforcing Skeptical Profitability Narratives

Fortrea Holdings (FTRE) closed FY 2025 with fourth quarter revenue of US$660.5 million, a basic EPS loss of US$0.35 and net income loss of US$32.5 million. Over recent periods, the company has seen quarterly revenue move between US$651.3 million and US$710.3 million while basic EPS ranged from a loss of US$0.17 through to a much deeper quarterly loss of US$6.25. This sets a clear context for how you might read the latest numbers. With trailing 12 month EPS at a loss of US$10.81 and net income...
NYSE:PRM
NYSE:PRMChemicals

Perimeter Solutions (PRM) Q4 Loss Concentration Reinforces Bearish Profitability Narratives

Perimeter Solutions (PRM) has just posted its FY 2025 numbers with Q4 revenue of US$102.8 million and a basic EPS loss of US$0.94, while trailing 12 month revenue stood at US$652.9 million and basic EPS came in at a loss of US$1.37. Looking back over the recent periods, the company has seen quarterly revenue move from US$86.2 million and EPS of US$0.98 in Q4 2024 to US$72.0 million with EPS of US$0.38 in Q1 2025, then US$162.6 million with EPS of US$0.22 loss in Q2 2025 and US$315.4 million...
NasdaqGS:VECO
NasdaqGS:VECOSemiconductor

Veeco Instruments (VECO) Margin Compression Challenges Bullish AI And Semiconductor Narratives

Veeco Instruments (VECO) has wrapped up FY 2025 with fourth quarter revenue of US$165.0 million and basic EPS of US$0.02, alongside trailing twelve month revenue of US$664.3 million and EPS of US$0.60 that frame the full year picture. The company has seen quarterly revenue move from US$182.1 million and EPS of US$0.26 in Q4 2024 to US$165.0 million and EPS of US$0.02 in Q4 2025, with trailing net profit margin at 5.3% compared with 10.3% a year earlier. Investors are therefore likely to focus...
NasdaqCM:XPEL
NasdaqCM:XPELAuto Components

XPEL (XPEL) Steady 10.8% Margin Tests Bullish Growth And Valuation Narratives

XPEL (XPEL) closed out FY 2025 with Q4 revenue of US$122.3 million and basic EPS of US$0.49, alongside trailing twelve month revenue of US$476.2 million and EPS of US$1.85. The company has seen revenue move from US$107.5 million and EPS of US$0.32 in Q4 2024 to US$122.3 million and EPS of US$0.49 in Q4 2025, setting up a story where consistent top line expansion is paired with earnings that keep pace and margins that hold steady rather than drift. See our full analysis for XPEL. With the...
NasdaqCM:DCTH
NasdaqCM:DCTHMedical Equipment

Delcath Systems (DCTH) First Profitable Year Tests Lofty 115.7x P/E Narrative

Delcath Systems (DCTH) has wrapped up FY 2025 with fourth quarter revenue of US$20.7 million and a basic EPS loss of US$0.05, alongside net income of US$1.9 million in the red, giving investors a mixed headline for the latest period. The company has seen revenue move from US$15.1 million in Q4 2024 to US$20.7 million in Q4 2025, while basic EPS shifted from a loss of US$0.11 to a smaller loss of US$0.05. This sets up a picture where top line scale and bottom line volatility put the focus...
NasdaqGS:MYRG
NasdaqGS:MYRGConstruction

MYR Group (MYRG) Margin Reset To 3.2% Challenges Mixed Long Term Earnings Narrative

MYR Group (MYRG) has wrapped up FY 2025 with fourth quarter revenue of US$973.5 million and basic EPS of US$2.35, while trailing twelve month revenue sits at about US$3.7 billion with basic EPS of US$7.57, setting a clear earnings season marker for investors. The company has seen quarterly revenue move from US$829.8 million in Q4 2024 to US$973.5 million in Q4 2025, with basic EPS over that span shifting from US$0.99 to US$2.35. Trailing net profit margin sits at 3.2% versus 0.9% a year...
NYSE:HGV
NYSE:HGVHospitality

Hilton Grand Vacations (HGV) Thin 1.6% Net Margin Tests Bullish Earnings Growth Narrative

Hilton Grand Vacations FY 2025 Earnings Snapshot Hilton Grand Vacations (HGV) closed out FY 2025 with fourth quarter revenue of US$1.3b and basic EPS of US$0.56, alongside net income of US$48m. For the year, trailing twelve month EPS reached US$0.90 on revenue of US$5.0b and net income of US$81m. The company reported an increase in quarterly revenue from US$1.1b and EPS of US$0.20 in Q4 2024 to US$1.3b and EPS of US$0.56 in Q4 2025. The latest twelve month net margin is 1.6%, compared with...
NYSE:DCI
NYSE:DCIMachinery

Donaldson Company (DCI) Margin Compression Challenges Bullish Earnings Narrative In Q2 2026

Donaldson (DCI) just posted its Q2 2026 scorecard, with revenue of US$896.3 million and basic EPS of US$0.80, set against trailing twelve month revenue of US$3.8 billion and EPS of US$3.24 that frame the latest quarter in a broader run of results. Over recent quarters, revenue has moved between US$870 million and US$980.7 million while quarterly EPS has ranged from US$0.49 to just under US$0.99, giving investors a clearer view of how the current print sits within the recent earnings pattern...
NasdaqGS:SDGR
NasdaqGS:SDGRHealthcare Services

Schrödinger (SDGR) Swings To Q4 Profit Challenging Persistent Loss-Making Narrative

Schrödinger (SDGR) closed out FY 2025 with Q4 revenue of US$87.2 million, Basic EPS of US$0.44 and net income of US$32.5 million, marking a clear contrast with the loss making quarters that opened the year. Over the past few periods, the company has seen quarterly revenue move from US$59.6 million in Q1 2025 to US$54.8 million in Q2, US$54.3 million in Q3 and then US$87.2 million in Q4. EPS shifted from a loss of US$0.82 in Q1 to losses of US$0.59 and US$0.45 in Q2 and Q3, before turning...
NYSE:GBCI
NYSE:GBCIBanks

Glacier Bancorp (GBCI) Earnings Growth Reinforces Bullish Narratives Despite Premium P/E Concerns

Glacier Bancorp (GBCI) just closed FY 2025 with fourth quarter revenue of US$266.9 million and basic EPS of US$0.49, alongside full year trailing twelve month revenue of US$952.7 million and EPS of US$2.00 that reflected 25.7% earnings growth over the past year. Over recent periods, revenue has moved from US$802.5 million to US$952.7 million on a trailing twelve month basis, while EPS has gone from US$1.68 to US$2.00. This sets up a story that now centers on how sustainable those margins and...
NasdaqGS:VISN
NasdaqGS:VISNCommunications

Vistance Networks (VISN) Q4 Loss Tests Bullish Profitability Narrative Despite Trailing EPS Profit

Latest FY 2025 results set up a new phase for Vistance Networks (VISN) Vistance Networks (VISN) closed FY 2025 with Q4 total revenue of US$2.2 billion and basic EPS of a US$0.54 loss, while trailing twelve month EPS came in at US$1.16 on net income from ongoing operations of US$255.4 million. Over recent quarters the company has seen revenue move from US$1.17 billion in Q4 FY 2024 to US$1.11 billion in Q1 FY 2025, US$1.39 billion in Q2 and US$1.63 billion in Q3, before the Q4 step up. Over...
NasdaqGS:SEDG
NasdaqGS:SEDGSemiconductor

SolarEdge Technologies (SEDG) Quarterly Loss Of US$132 Million Tests Profit-Recovery Narrative

SolarEdge’s FY 2025 Numbers Put Profitability Back Under the Microscope SolarEdge Technologies (SEDG) closed FY 2025 with Q4 revenue of US$335.4 million and a basic EPS loss of US$2.21, alongside a quarterly net loss of US$132.1 million. On a trailing twelve month basis, revenue was US$1.18 billion with a net loss of US$405.4 million and basic EPS at a loss of US$6.88. Over recent quarters the company has seen revenue move from US$235.4 million in Q3 FY 2024 to US$196.2 million in Q4 FY 2024,...
NasdaqCM:AKBA
NasdaqCM:AKBABiotechs

Akebia Therapeutics (AKBA) Loss In Q4 2025 Tests Bullish Margin Narratives

Latest FY 2025 Results Set Up Margin Story For Akebia Therapeutics (AKBA) Akebia Therapeutics (AKBA) closed FY 2025 with Q4 revenue of US$57.6 million and a basic EPS loss of US$0.05, alongside trailing 12 month revenue of US$236.2 million and a trailing basic EPS loss of US$0.02. This puts the focus firmly on how efficiently that revenue is being converted into earnings. The company has seen quarterly revenue move from US$37.4 million in Q3 2024 to a range of US$57.3 million to US$62.5...
NasdaqGM:FATE
NasdaqGM:FATEBiotechs

Fate Therapeutics FY 2025 Loss Reduction Tests Bullish Narratives On Path To Profitability

Fate Therapeutics (FATE) closed out FY 2025 with Q4 revenue of US$1.4 million and a basic EPS loss of US$0.27, alongside a net loss of US$32.4 million. On a trailing 12 month basis, the company recorded revenue of US$6.6 million and a basic EPS loss of US$1.15 tied to a net loss of US$136.3 million. Over recent quarters, the business has seen quarterly revenue range between US$1.4 million and US$1.9 million and quarterly basic EPS losses move between US$0.27 and US$0.32. This keeps the focus...
NasdaqGS:MRVI
NasdaqGS:MRVILife Sciences

Maravai LifeSciences Holdings (MRVI) Posts US$130.8m TTM Loss Challenging Margin Recovery Narratives

Maravai LifeSciences Holdings (MRVI) has wrapped up FY 2025 with fourth quarter revenue of US$49.9 million and a basic EPS loss of US$0.25, set against a trailing twelve month loss of US$0.91 per share on revenue of US$185.7 million. Over recent quarters the company has seen revenue move from US$56.4 million in Q4 2024 to US$41.6 million in Q3 2025 and then to US$49.9 million in Q4 2025. Quarterly basic EPS has ranged from a loss of US$0.19 in Q4 2024 to losses between US$0.18 and US$0.27...