U.S. Residential REITs Stock News

NYSE:CALY
NYSE:CALYLeisure

Is It Too Late To Consider Callaway Golf (CALY) After A 115% One Year Surge

If you are wondering whether Callaway Golf's current share price really reflects what the business is worth, you are not alone. This article is designed to help you frame that question clearly. The stock last closed at US$13.99, with returns of 19.4% year to date but a 114.6% gain over the past year, alongside 40.3% and 48.8% declines across the past 3 and 5 years. Investors have been reacting to ongoing news around Callaway Golf's brand positioning, product pipeline and the broader...
NasdaqGS:BCRX
NasdaqGS:BCRXBiotechs

BioCryst Pharmaceuticals (BCRX) Profitability Surge Tests Bullish Growth Narratives

BioCryst Pharmaceuticals (BCRX) closed out FY 2025 with Q4 revenue of US$406.6 million and basic EPS of US$1.17, alongside net income of US$245.8 million. Trailing twelve month revenue stood at US$874.8 million and basic EPS at US$1.26. The company’s quarterly revenue moved from US$131.5 million in Q4 2024 to US$145.5 million in Q1 2025, US$163.4 million in Q2, US$159.4 million in Q3, and US$406.6 million in Q4. EPS shifted from a loss of US$0.13 in Q4 2024 to positive readings across each...
NasdaqGS:BSY
NasdaqGS:BSYSoftware

Bentley Systems (BSY) Margins At 18.5% Test Bullish Long Term Profit Narratives

Bentley Systems (BSY) has reported its FY 2025 fourth quarter with revenue of US$391.6 million and basic EPS of US$0.19, alongside trailing twelve month revenue of about US$1.5 billion and basic EPS of US$0.88. These figures frame the latest print in a wider earnings run rate. The company has seen revenue move from US$349.8 million and basic EPS of US$0.16 in Q4 2024 to US$391.6 million and US$0.19 in Q4 2025. Trailing twelve month net income reached US$277.9 million, focusing attention on...
NasdaqGS:GLPI
NasdaqGS:GLPISpecialized REITs

A Look At Gaming And Leisure Properties (GLPI) Valuation After Senior Notes Offering And Earnings Update

Gaming and Leisure Properties (GLPI) is back in focus after pricing an $800m senior notes offering due 2036, following its recent full year 2025 earnings update and first quarter 2026 dividend declaration. See our latest analysis for Gaming and Leisure Properties. The senior notes pricing comes after a period of steady share price momentum, with a 30 day share price return of 6.60% and a 90 day gain of 11.67%. The 5 year total shareholder return of 55.05% points to a stronger long term record...
NasdaqGS:BUSE
NasdaqGS:BUSEBanks

Is Margin Pressure And Book Value Erosion Altering The Investment Case For First Busey (BUSE)?

Recent commentary on First Busey highlighted pressure on its core banking model, citing an inferior net interest margin and an expected decline in tangible book value per share, raising questions about profitability and credit quality as of February 24, 2026. An interesting takeaway is that recent incremental sales appear less profitable, suggesting operational efficiency may be as much of a concern as balance sheet strength. Next, we’ll examine how these concerns about net interest margin...
NasdaqGM:VCEL
NasdaqGM:VCELBiotechs

Vericel (VCEL) EPS Jump In Q4 2025 Tests Premium 115x P/E Narrative

Vericel (VCEL) has wrapped up FY 2025 with fourth quarter revenue of US$92.9 million and basic EPS of US$0.46, supported by trailing twelve month revenue of US$276.3 million and EPS of US$0.33. The company has seen revenue move from US$237.2 million to US$276.3 million on a trailing basis, while EPS over the same window shifted from US$0.21 to US$0.33. This sets up a story that links growing earnings with improving net profit margins. With trailing net profit margins cited at 6% versus 4.4% a...
NYSE:SJM
NYSE:SJMFood

Smucker (SJM) Quarterly Loss Of US$724 Million Tests Bullish Margin Recovery Narrative

J. M. Smucker (SJM) has just posted Q3 2026 results with revenue of US$2.3 billion and a basic EPS loss of US$6.79, as net income excluding extra items came in at a loss of US$724.2 million. Over recent quarters the company has seen revenue move from US$2.1 billion in Q2 2025 to US$2.3 billion in Q3 2026, while basic EPS has swung between a loss of US$6.85 in Q4 2025 and a profit of US$2.26 in Q2 2026 before returning to a loss in the latest period. This sets up a results season in which...
NYSE:PRGO
NYSE:PRGOPharmaceuticals

Perrigo (PRGO) Q4 Earnings Collapse With US$10.15 EPS Loss Tests Turnaround Narrative

Perrigo FY 2025 headline results Perrigo (PRGO) has wrapped up FY 2025 with fourth quarter revenue of US$1,109.6 million, a basic EPS loss of US$10.15 and trailing twelve month revenue of US$4.3 billion alongside a basic EPS loss of US$10.12. Over the past six reported quarters, revenue has moved in a tight band between US$1,043.3 million and US$1,138.3 million, while EPS has swung from a small profit of US$0.09 in Q3 2025 to quarterly losses such as US$0.30 in Q4 2024 and US$10.15 in Q4...
NasdaqGS:COLL
NasdaqGS:COLLPharmaceuticals

Collegium Pharmaceutical (COLL) Margin Compression To 8.1% Tests Bullish Profitability Narrative

Collegium Pharmaceutical (COLL) has wrapped up FY 2025 with fourth quarter revenue of US$205.4 million and basic EPS of US$0.54, capping a year in which trailing 12 month revenue reached US$780.6 million and EPS came in at US$1.98. Over the last six reported quarters, revenue has moved from US$159.3 million in Q3 2024 to US$205.4 million in Q4 2025, while quarterly EPS has ranged from US$0.29 to US$1.00. This gives investors a clear view of how profitability tracks alongside top line...
NasdaqGS:DNUT
NasdaqGS:DNUTHospitality

Krispy Kreme (DNUT) Q2 US$435 Million Loss Challenges Margin Recovery Narratives

Krispy Kreme (DNUT) has wrapped up FY 2025 with Q4 revenue of US$392.4 million and a basic EPS loss of US$0.16. Trailing twelve month figures show revenue of about US$1.5 billion and a basic EPS loss of US$3.02. The company’s quarterly revenue moved from US$404.0 million in Q4 FY 2024 to US$392.4 million in Q4 FY 2025, with EPS shifting from a loss of US$0.13 to a loss of US$0.16. Over the same period, TTM EPS moved from a small profit of US$0.02 in late FY 2024 to the current loss. Together,...
NYSE:TGLS
NYSE:TGLSBuilding

Tecnoglass (TGLS) Margin Decline Tests Bullish Earnings Narrative After Q4 2025 Results

Tecnoglass (TGLS) closed out FY 2025 with fourth quarter revenue of US$245.3 million and basic EPS of US$0.57, alongside trailing 12 month EPS of US$3.42 on revenue of US$983.6 million. The company has seen quarterly revenue move from US$239.6 million and EPS of US$1.00 in Q4 2024 to US$245.3 million and EPS of US$0.57 in Q4 2025. Trailing 12 month revenue has shifted from US$890.2 million and EPS of US$3.43 to US$983.6 million and EPS of US$3.42 over the same period, giving investors a clear...
NYSE:CAPL
NYSE:CAPLOil and Gas

CrossAmerica Partners (CAPL) One Off Gain Raises Questions On Earnings Durability

CrossAmerica Partners (CAPL) has wrapped up FY 2025 with fourth quarter revenue of US$1.1b and basic EPS of US$0.32, alongside trailing 12 month EPS of US$1.10 on revenue of US$3.7b that includes a large one off gain of US$44.2m. Over recent quarters, revenue has moved from US$861.6m in Q4 2024 to US$1.1b in Q4 2025 while quarterly EPS has ranged from a loss of US$0.20 in Q1 2025 to a high of US$0.64 in Q2 2025. This sets up a picture where higher trailing earnings sit next to slim net...
NasdaqCM:HRTX
NasdaqCM:HRTXBiotechs

Heron Therapeutics (HRTX) TTM Loss Of US$20.2 Million Tests Profitability Turnaround Narrative

Heron Therapeutics (HRTX) just closed out FY 2025 with Q4 revenue of US$40.6 million and a basic EPS loss of US$0.02, alongside a trailing 12 month revenue base of US$154.9 million and a TTM basic EPS loss of US$0.12. Over recent quarters the company has seen revenue move between US$32.8 million and US$40.8 million, while quarterly basic EPS has ranged from a profit of US$0.02 to a loss of US$0.10. This gives investors a clearer view of how top line scale and per share results have been...
NasdaqGS:AMSF
NasdaqGS:AMSFInsurance

AMERISAFE (AMSF) Margin Compression Challenges Long‑Held Earnings Stability Narrative

AMERISAFE (AMSF) has wrapped up FY 2025 with fourth quarter total revenue of US$81.6 million and basic EPS of US$0.55, alongside net income of US$10.4 million, putting a clear spotlight on how its workers’ compensation book is translating into bottom line results. The company has seen trailing twelve month revenue sit at US$317.3 million with EPS of US$2.48 and net income of US$47.1 million, giving investors a fuller view of how the latest quarter fits into the broader earnings trend. With...
NYSE:TDOC
NYSE:TDOCHealthcare Services

Teladoc Health Q4 Loss Narrows To US$25 Million Challenging Bearish Profitability Narratives

Teladoc Health (TDOC) just closed out FY 2025 with Q4 revenue of US$642.3 million and a basic EPS loss of US$0.14, alongside a trailing twelve month revenue base of about US$2.5 billion and a TTM EPS loss of US$1.14 that keeps the bottom line in the red. The company has seen quarterly revenue hold in the US$626 million to US$642 million range across 2025 while quarterly EPS losses narrowed from US$0.53 in Q1 to US$0.14 in Q4. This sets up an earnings story that is still loss making but...
NYSE:HG
NYSE:HGInsurance

Hamilton Insurance Group Q4 Combined Ratios Test Bullish Underwriting Narratives

Hamilton Insurance Group FY 2025 earnings snapshot Hamilton Insurance Group (HG) capped FY 2025 with Q4 revenue of US$729.9 million and basic EPS of US$1.74, with trailing twelve month revenue at about US$2.9 billion and EPS at US$5.75 anchoring the latest set of results. Over recent periods, revenue has moved from US$563.8 million and EPS of US$0.33 in Q4 FY 2024 to US$729.9 million and EPS of US$1.74 in Q4 FY 2025, with quarterly net income shifting from US$33.9 million to US$172.2 million...
NasdaqGS:TCOM
NasdaqGS:TCOMHospitality

Trip.com Group (NasdaqGS:TCOM) TTM 53.3% Net Margin Challenges Bearish Profit Durability Narratives

Trip.com Group (NasdaqGS:TCOM) closed out FY 2025 with fourth quarter revenue of C¥15.4b and basic EPS of C¥6.53, while trailing twelve month figures showed revenue of C¥62.4b and EPS of C¥50.62, anchoring the latest print against a much stronger full year base. Over the past few quarters, the company has seen revenue move from C¥14.8b in Q2 2025 and C¥18.3b in Q3 2025 to C¥15.4b in Q4 2025. Quarterly EPS ranged from C¥6.48 in Q1 2025 to C¥30.36 in Q3 2025 and C¥6.53 in Q4 2025, giving...
NYSE:VAC
NYSE:VACHospitality

Marriott Vacations Worldwide (VAC) Quarterly EPS Loss Tests Bullish Earnings Recovery Narrative

Marriott Vacations Worldwide (VAC) closed FY 2025 with fourth quarter revenue of US$856 million and a basic EPS loss of US$12.42, as net income excluding extra items also came in at a loss of US$431 million. Over the past six quarters, revenue has moved within a tight band from US$812 million to US$880 million while quarterly basic EPS has ranged from a profit of US$2.38 to a loss of US$12.42. This sets up a story where top line stability contrasts with pressure on earnings. For investors,...
NYSE:BKSY
NYSE:BKSYProfessional Services

BlackSky Technology Q4 Loss Narrows To US$0.9 Million Challenging Bearish Profitability Narratives

BlackSky Technology FY 2025 earnings snapshot BlackSky Technology (BKSY) has capped FY 2025 with fourth quarter revenue of US$35.2 million and a basic EPS loss of US$0.02, while trailing 12 month revenue sits at US$106.6 million against a net loss of US$70.3 million. Over recent quarters, the company has seen revenue move from US$30.4 million in Q4 2024 to US$35.2 million in Q4 2025, with basic EPS losses ranging from US$1.02 in Q4 2024 to US$0.02 in Q4 2025. Investors may weigh those...
NYSE:BFLY
NYSE:BFLYMedical Equipment

Butterfly Network (BFLY) Q4 Loss Of US$0.06 Per Share Tests Profitability Narratives

Butterfly Network (BFLY) has wrapped up FY 2025 with Q4 revenue of US$31.5 million and a basic EPS loss of US$0.06, alongside a trailing twelve month loss of US$0.31 per share on revenue of US$97.6 million. The company has seen quarterly revenue move between US$20.6 million and US$31.5 million over the past six quarters, while quarterly basic EPS has ranged from a loss of US$0.08 to a loss of US$0.13. This gives investors a clear view of a business still investing heavily with margins under...
NYSE:AWK
NYSE:AWKWater Utilities

The Bull Case For American Water Works (AWK) Could Change Following New Infrastructure Spending Surge And Earnings

American Water Works Company, Inc. has already reported its fourth-quarter and full-year 2025 results, showing higher sales and slightly higher full-year net income, while multiple subsidiaries announced hundreds of millions of US dollars of new water and wastewater infrastructure investments across key states. Together, these earnings and infrastructure updates highlight how American Water Works is continuing to reinvest heavily in regulated assets to support service reliability and water...
NYSE:RDW
NYSE:RDWAerospace & Defense

Redwire (RDW) Q4 Loss Near Matches Revenue And Tests Bullish Margin Narratives

Redwire FY 2025 results: revenue climbs while losses remain heavy Redwire (RDW) has capped FY 2025 with Q4 revenue of US$108.8 million and a basic EPS loss of US$0.58, alongside trailing 12 month figures showing US$335.4 million in revenue and a basic EPS loss of US$2.28. The company has seen revenue move from US$69.6 million in Q4 2024 to US$108.8 million in Q4 2025, while quarterly basic EPS has remained in loss making territory over the same period. With losses still sizeable even as the...
NYSE:ZVIA
NYSE:ZVIABeverage

Zevia (ZVIA) Losses Shrink Sharply Challenging Bearish Profitability Narratives

Zevia PBC (ZVIA) just wrapped up FY 2025 with Q4 revenue of US$37.9 million and a basic EPS loss of US$0.02, alongside a trailing twelve month loss of US$9.9 million on revenue of US$161.3 million. Over recent quarters, the company has seen quarterly revenue move between US$36.4 million and US$44.5 million, while basic EPS losses have ranged from US$0.01 to US$0.10 per share. Together, these figures present a picture of relatively steady sales but still negative earnings. For investors, the...
NasdaqGS:SBGI
NasdaqGS:SBGIMedia

Sinclair Broadcast Group (SBGI) Q4 Profit Recovery Tests Bullish Earnings Narratives

Sinclair (SBGI) just wrapped up FY 2025 with Q4 revenue of US$836 million and basic EPS of US$1.56, alongside net income of US$109 million, against Q4 FY 2024 revenue of US$1,004 million, EPS of US$2.65 and net income of US$176 million. Over the past four quarters, revenue has ranged between US$773 million and US$836 million, while quarterly EPS swung from a loss of US$2.31 in Q1 FY 2025 to a profit of US$1.56 in Q4, a path that puts the focus squarely on how durable the recent margin...