U.S. Retail Distributors Stock News

NasdaqGS:POWI
NasdaqGS:POWISemiconductor

Power Integrations (POWI) Q4 Margin Rebound Challenges Bearish Profitability Narrative

Power Integrations (POWI) has capped FY 2025 with Q4 revenue of US$103.2 million and basic EPS of US$0.24, setting a clear marker for how the year wrapped up. The company has seen quarterly revenue move between US$103.2 million and US$118.9 million over the last four quarters, with basic EPS ranging from a small loss of US$0.02 in Q3 2025 to US$0.24 in Q4. Trailing 12 month revenue stood at US$443.5 million and basic EPS at US$0.39. With trailing net profit margins sitting below last year’s...
NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

A Look At Starbucks (SBUX) Valuation After Turnaround Progress And Strong Quarterly Results

Starbucks (SBUX) is back in focus after quarterly results showed global comparable sales up 4% and traffic up 3%, along with fresh earnings guidance, cost savings plans and an expanded store growth roadmap. See our latest analysis for Starbucks. Those quarterly results and the refreshed growth plan have come alongside a clear pickup in momentum, with a 30 day share price return of 14.72% and year to date share price return of 18.44%, even though the 1 year total shareholder return is still a...
NasdaqGS:PTON
NasdaqGS:PTONLeisure

Peloton Interactive PTON Q2 Loss Narrows Questioning Bearish Profitability Narratives

Peloton Interactive (PTON) has just posted Q2 2026 results with revenue of US$656.5 million, a basic EPS loss of US$0.09, and net income loss of US$38.8 million, putting fresh numbers around its ongoing push toward better profitability. The company has seen revenue move from US$673.9 million and an EPS loss of US$0.24 in Q2 2025 to US$656.5 million and an EPS loss of US$0.09 in the latest quarter. This gives investors a clearer view of how the top line and per share results have shifted over...
NYSE:MCK
NYSE:MCKHealthcare

Assessing McKesson (MCK) Valuation After Strong Quarter, Higher Guidance And Business Portfolio Updates

Why McKesson’s latest quarter matters for shareholders McKesson (MCK) posted double digit revenue and adjusted EPS growth in its latest quarter, raised full year earnings guidance, and updated investors on acquisitions, its European exit, and a future medical surgical IPO. See our latest analysis for McKesson. McKesson’s latest earnings beat, higher full year EPS guidance, ongoing share repurchases and an affirmed dividend have coincided with strong momentum, with a 15.1% 30 day share price...
NYSE:MGY
NYSE:MGYOil and Gas

Magnolia Oil & Gas (MGY) Margin Decline Tests Bullish Earnings Growth Narrative

Magnolia Oil & Gas (MGY) has wrapped up FY 2025 with fourth quarter revenue of US$317.6 million and basic EPS of US$0.38, alongside net income of US$68.8 million, putting fresh numbers behind its latest earnings update. Over the past few quarters, the company has seen revenue move between US$318.0 million and US$350.3 million while quarterly basic EPS ranged from US$0.38 to US$0.54, with trailing twelve month EPS sitting at US$1.75 on revenue of about US$1.3 billion. With a trailing net...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

PayPal (PYPL) Is Down 23.3% After CEO Transition And Softer 2026 Outlook - What's Changed

Earlier this week, PayPal reported fourth-quarter 2025 results showing sales of US$8,676 million and net income of US$1,437 million, issued a weaker profit outlook for 2026, and announced that long-time board member Enrique Lores will replace Alex Chriss as CEO on March 1, 2026. Amid pressure on its high-margin branded checkout business and intensifying competition from other digital wallets, PayPal is pairing leadership change with ongoing share repurchases, including completion of a...
NYSE:YUMC
NYSE:YUMCHospitality

Is Yum China Holdings (YUMC) Now Attractive After Recent Double Digit Share Price Gains

Wondering if Yum China Holdings is fairly priced right now or if the recent excitement has moved it away from value territory? This article walks through what the current numbers are really saying about the stock. The share price recently closed at US$57.95, with returns of 17.3% over 7 days, 21.9% over 30 days, 20.3% year to date and 22.1% over 1 year, while 3 year and 5 year returns sit at a 0.7% decline and 1.2% decline respectively. Recent coverage has focused on Yum China Holdings as...
NYSE:EFC
NYSE:EFCMortgage REITs

How Investors Are Reacting To Ellington Financial (EFC) Capital Raising And Preferred Share Redemption

Ellington Financial Inc. has recently completed a follow-on equity offering of 8,775,000 common shares at US$13.50 each, raising about US$118.46 million, and announced the full redemption of its 4,600,000-share Series A preferred stock at US$25.00 per share plus accrued dividends, expected on February 27, 2026. This combination of fresh common equity issuance and the planned removal of a preferred layer reshapes Ellington Financial’s capital structure and future dividend obligations in a...
NYSE:ITT
NYSE:ITTMachinery

ITT (ITT) Margin Compression Tests Bullish Earnings Growth Narrative

Industrial manufacturer ITT (ITT) has wrapped up FY 2025 with fourth quarter revenue of US$1.1b and basic EPS of US$1.65, rounding out a trailing 12 month run of US$3.9b in revenue and EPS of US$6.15. Over the last two reported fourth quarters, revenue has moved from US$929 million to US$1.1b, while quarterly EPS shifted from US$1.56 to US$1.65. This sets the backdrop for investors watching how the margin story evolves from here. See our full analysis for ITT. With the latest numbers on the...
NYSE:BOX
NYSE:BOXSoftware

Does Box (BOX) Present An Opportunity After Its Steep Multi‑Year Share Price Decline?

If you are wondering whether Box's share price reflects its true value, you are not alone, especially given how mixed the recent return numbers look. The stock last closed at US$24.67, with returns of a 2.7% decline over 7 days, 17.8% decline over 30 days, 14.4% decline year to date, 28.1% decline over 1 year and 26.9% decline over 3 years, while the 5-year return sits at 29.2%. Recent attention around Box has focused on its position in cloud content management and collaboration,...
NYSE:ALV
NYSE:ALVAuto Components

How Autoliv’s 2025 Results, China JV and Buyback Will Impact Autoliv (ALV) Investors

Autoliv, Inc. recently reported full-year 2025 results, with revenue rising to US$10.82 billion and net income reaching US$735 million, alongside fourth-quarter sales and earnings growth driven by new product launches. The company coupled these results with 2026 guidance, progress on its cost reduction program, a China-focused safety electronics joint venture, and completion of a US$249.91 million share buyback, underscoring a clearer focus on efficiency and capital return. With recent...
NasdaqGS:CTSH
NasdaqGS:CTSHIT

Is Cognizant (CTSH) Using AI Deals and Buybacks to Quietly Redefine Its Core Strategy?

Cognizant Technology Solutions recently reported fourth-quarter 2025 revenue of US$5.33 billion and net income of US$648 million, raised its quarterly dividend to US$0.33 per share, confirmed 2026 guidance calling for mid-single-digit revenue growth, and detailed continued share repurchases under its long-running buyback program. Management also highlighted momentum in large AI-led deals, including new partnerships with firms such as Adobe, Uniphore, Cognition, Typeface and renewed...
NasdaqGS:OMCL
NasdaqGS:OMCLMedical Equipment

Omnicell (OMCL) Margin Squeeze To 0.2% Net Profit Tests Bullish Recovery Narratives

Omnicell (OMCL) has wrapped up FY 2025 with fourth quarter revenue of US$314 million and a basic EPS loss of US$0.05, alongside trailing twelve month EPS of US$0.04 that points to only a slim profit over the year. The company has seen quarterly revenue move from US$283 million in Q3 2024 to US$314 million in Q4 2025, while basic EPS shifted from US$0.19 in Q3 2024 to a loss of US$0.05 in the latest quarter, leaving margins looking tight and keeping the focus firmly on how sustainably...
NasdaqGS:SIRI
NasdaqGS:SIRIMedia

Sirius XM Holdings (SIRI) Q4 EPS Drop Versus Flat Revenue Tests Bullish Profit Narratives

Sirius XM Holdings (SIRI) closed FY 2025 with Q4 revenue of US$2.2 billion and basic EPS of US$0.29 on net income of US$99 million, capping a trailing 12 month period that totaled US$8.6 billion of revenue, US$805 million of net income and basic EPS of US$2.38. Over recent quarters the company has seen revenue move from US$2.1 billion in Q1 2025 to US$2.2 billion in Q4 2025, while quarterly basic EPS ranged between US$0.60 and US$0.88 before landing at US$0.29. This has left investors focused...
NYSE:ADC
NYSE:ADCRetail REITs

How Agree Realty’s 3.6% Dividend Hike and Steady Payouts Will Impact ADC Investors

Agree Realty Corporation recently declared a monthly cash dividend of US$0.262 per common share, implying an annualized dividend of US$3.144 and marking a 3.6% increase over its first-quarter 2025 annualized level. The company also reaffirmed regular monthly payments on its 4.25% Series A Cumulative Redeemable Preferred Stock, underscoring its ongoing focus on consistent income distributions to shareholders. We will now examine how this 3.6% dividend increase shapes Agree Realty’s investment...
NYSE:CVS
NYSE:CVSHealthcare

CVS Health (CVS) Is Up 5.1% After Dual Medicare And PBM Regulatory Squeeze - Has The Bull Case Changed?

In recent days, CVS Health has come under pressure from proposed Medicare Advantage rate changes and new U.S. Department of Labor rules demanding far greater transparency from pharmacy benefit managers, both of which could affect key profit pools in its insurance and PBM operations. Together, these regulatory moves highlight how tightly CVS Health’s diversified model is tied to government policy, with both its payer and pharmacy services businesses exposed at the same time. We’ll now examine...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

NVIDIA Alliances Extend Physical AI While Valuation Signals Mixed Opportunity

NVIDIA (NasdaqGS: NVDA) has partnered with Opentrons Labworks to introduce physical AI-enabled robotics into life science laboratories. The collaboration aims to enable robots to learn directly from real-world experiments, supporting AI-driven drug discovery and biological research. In a separate move, NVIDIA has formed an industrial AI alliance with Dassault Systèmes focused on virtual twins, agentic AI, and advanced digital factory solutions. Together, these alliances expand NVIDIA's AI...
NYSE:HD
NYSE:HDSpecialty Retail

What Home Depot (HD)'s AI Tools and Partner Expansions Mean For Shareholders

In recent weeks, SKYX Platforms Corp. and Back to the Roots have both expanded their product presence at Home Depot, while the retailer also rolled out its AI-powered Material List Builder to help professional customers quickly generate project material lists. Taken together, these moves highlight how Home Depot is using partnerships and artificial intelligence tools to deepen its reach with both do‑it‑yourself gardeners and construction professionals. With these AI-driven planning tools...