U.S. Retail Distributors Stock News

NasdaqGS:ENSG
NasdaqGS:ENSGHealthcare

Assessing Ensign Group (ENSG) Valuation After Strong Results Guidance And Skilled Nursing Expansion

Ensign Group (ENSG) shares were in focus after the company paired strong fourth quarter and full year 2025 results with fresh 2026 guidance, as well as an expanded skilled nursing footprint across multiple states. See our latest analysis for Ensign Group. Those results and the new 2026 guidance arrived alongside an acceleration in share price momentum, with a 1-month share price return of 20.54% and year to date share price return of 23.28%, while the 1-year total shareholder return sits at...
NYSE:BDC
NYSE:BDCElectronic

Belden (BDC) Net Margin Expansion Reinforces Bullish Earnings Power Narrative

Belden's FY 2025 Earnings Snapshot Sets the Stage for Narrative Shifts Belden (BDC) just posted its FY 2025 third quarter numbers, with revenue of US$698.2 million and basic EPS of US$1.43, while trailing 12 month EPS came in at US$5.72 on revenue of US$2.7 billion. The company has seen revenue move from US$654.9 million in Q3 2024 to US$698.2 million in Q3 2025, with quarterly EPS shifting from US$1.32 to US$1.43 over the same periods, and trailing net income reaching US$228.0 million. With...
NYSE:H
NYSE:HHospitality

Hyatt Hotels (H) Returns To Quarterly Losses Challenging Premium Valuation Narratives

Hyatt Hotels (H) has just posted another loss making quarter, with Q3 FY 2025 revenue of US$883 million and basic EPS of a US$0.51 loss on net income excluding extra items of a US$49 million loss. The company has seen revenue move from US$761 million in Q4 FY 2024 to US$883 million in Q3 FY 2025, while quarterly EPS has shifted from a US$0.58 loss in Q4 FY 2024 to US$4.75 and US$3.55 profits in Q3 and Q2 FY 2024, then back to losses more recently. This presents a mixed picture on margins that...
NYSE:EE
NYSE:EEOil and Gas

Is It Too Late To Consider Excelerate Energy (EE) After A 42% Year-To-Date Rally?

If you are trying to figure out whether Excelerate Energy is priced attractively right now, it helps to step back and look at both the recent share moves and what they might be saying about expectations. The stock last closed at US$40.36, with returns of 12.7% over 7 days, 27.8% over 30 days, 42.4% year to date, and 36.9% over the past year. These moves may have changed how investors think about its potential and its risks. Recent news flow around Excelerate Energy has focused on its...
NYSE:NX
NYSE:NXBuilding

Does Quanex (NX) Governance Scrutiny Over Tyman Mexico Quietly Recast Management’s Credibility Narrative?

An investigation was recently launched on behalf of long-term Quanex Building Products shareholders into whether certain directors and officers breached fiduciary duties by not disclosing underinvestment and tooling problems at the Tyman Mexico facility, which could mean higher costs and delayed integration benefits. The probe centers on allegations that previously positive statements about operations and prospects lacked a reasonable basis, putting disclosure practices and governance under...
NasdaqGS:GLIB.A
NasdaqGS:GLIB.ATelecom

GCI Liberty (GLIB.A) Earnings Collapse To US$387 Million Loss Tests Bullish Narratives

GCI Liberty (GLIB.A) has just posted a tough third quarter for FY 2025, with revenue of US$257 million alongside a basic EPS loss of US$13.34 and a net loss of US$387 million, setting a cautious tone around profitability. Over the past few quarters, the company has seen revenue move around the US$260 million mark, from US$262 million in Q3 2024 to US$266 million in Q1 2025 and US$261 million in Q2 2025. Basic EPS shifted from US$0.72 in Q3 2024 to US$1.22 in Q1 2025 and US$0.94 in Q2 2025...
NasdaqCM:PRCH
NasdaqCM:PRCHSoftware

Porch Group (PRCH) Returns To Quarterly Loss In Q4 Challenging Profitability Bull Case

Porch Group (PRCH) has wrapped up FY 2025 with Q4 revenue of US$124.3 million and a basic EPS loss of US$0.03, providing a clear snapshot of where the business stands on growth versus profitability. Over the past six reported quarters, revenue has moved from US$100.4 million in Q4 2024 to US$124.3 million in Q4 2025. Over the same period, quarterly EPS has ranged from a profit of US$0.30 to a loss of US$0.10, giving investors a mixed read on how much of that top line is flowing through to the...
NasdaqGS:ICLR
NasdaqGS:ICLRLife Sciences

A Look At ICON (NasdaqGS:ICLR) Valuation After Prolonged Share Price Weakness

ICON stock snapshot after recent performance ICON (NasdaqGS:ICLR) has drawn investor attention after a period of weak share performance, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. In this context, investors are weighing ICON’s clinical research business profile, current valuation metrics, and recent financial results, including reported revenue of US$8.1b and net income of US$599.5m, to assess whether the recent share price...
NasdaqGS:MKSI
NasdaqGS:MKSISemiconductor

Assessing MKS Instruments (MKSI) Valuation After A Powerful Multi‑Month Share Price Rally

Recent performance snapshot MKS (MKSI) has attracted fresh attention after a sharp recent run, with the stock up about 29% over the past month and roughly 75% in the past 3 months. See our latest analysis for MKS. That surge has come after a strong run over the past year, with a 1 year total shareholder return of 142.22%. The latest share price of US$249.42 still saw a 1 day decline of 3.72%, hinting at some near term profit taking after a powerful upswing. If this kind of momentum in...
NYSE:ONIT
NYSE:ONITDiversified Financial

Onity Group (ONIT) Margin Recovery To 3.1% Tests Bullish Profitability Narratives

Onity Group (ONIT) has just posted its latest FY 2025 results with Q3 revenue of US$280.3 million and EPS of US$2.20, set against a trailing twelve month earnings growth of 111% and a net profit margin that moved from 1.4% to 3.1%. Over recent quarters, the company has seen revenue move between US$246.4 million and US$280.3 million while quarterly EPS has ranged from a loss of US$3.63 in FY 2024 Q4 to US$2.72 in FY 2024 Q3 and US$2.20 in FY 2025 Q3. This gives investors a clearer view of how...
NYSE:FIX
NYSE:FIXConstruction

Is Comfort Systems USA (FIX) Still Reasonably Priced After 230% One Year Surge

If you are wondering whether Comfort Systems USA is still fairly priced after a strong run, this article will walk through what the current share price could be implying about value. The stock recently closed at US$1,300.02, with returns of 13.2% over 7 days, 21.1% over 30 days, 29.5% year to date and 230.2% over the past year. This naturally raises questions about how much upside or risk is now priced in. Recent news coverage has focused on Comfort Systems USA as part of broader discussions...
NYSE:IRM
NYSE:IRMSpecialized REITs

Iron Mountain (IRM) FFO Rebound To US$198 Million Tests Bearish Narratives

Iron Mountain (IRM) has put up another busy quarter, with Q3 FY 2025 revenue at US$1.75b and basic EPS of US$0.28, alongside funds from operations of US$198.31m and FFO per share of US$0.67. The company has seen revenue step from US$1.53b in Q2 FY 2024 to US$1.71b in Q2 FY 2025 and then to US$1.75b in Q3 FY 2025. EPS and FFO per share have moved between losses and profits over the same stretch as investors weigh the trade off between steady top line progress and mixed earnings prints. With...
NYSE:PBF
NYSE:PBFOil and Gas

PBF Energy (PBF) Returns To Quarterly Profit Challenging Trailing Loss Narrative

PBF Energy (PBF) has opened FY 2025 with a sharp swing back into the black in the third quarter, reporting revenue of US$7.7b and EPS of US$1.47 on net income of US$170.1m. The company has seen quarterly revenue move from US$8.7b in Q2 2024 to US$7.1b in Q1 2025 and then to US$7.7b in Q3 2025, while EPS has ranged from a loss of US$3.53 in Q1 2025 to a modest loss of US$0.05 in Q2 2025 before returning to positive territory in Q3. This sets up a results season where margin reset and the route...
NYSE:HWM
NYSE:HWMAerospace & Defense

Howmet Aerospace Q3 Margins Reinforce Bullish Narrative Despite Rich 68x P E Premium

Howmet Aerospace FY 2025 Results in Focus Howmet Aerospace (HWM) has put solid numbers on the table for Q3 FY 2025, with revenue of US$2.1 billion and basic EPS of US$0.95, setting the tone for how the rest of the fiscal year is shaping up. The company has seen quarterly revenue move from US$1.88 billion in Q2 FY 2024 to US$2.09 billion in Q3 FY 2025, while basic EPS stepped from US$0.65 to US$0.95 over the same stretch, supported by trailing twelve month EPS of US$3.58. For investors, the...
NYSE:CRK
NYSE:CRKOil and Gas

Is Comstock Resources (CRK) Offering Value After Recent Share Price Weakness?

If you are wondering whether Comstock Resources at around US$19.18 is offering good value or carrying more risk than reward, you are in the right place. The stock has seen mixed returns, with a 7 day return of 7.8% decline, a 30 day return of 14.2% decline, a year to date return of 18.7% decline, a 1 year return of 5.6%, a 3 year return of 53.4%, and a 5 year return that is a very large multiple of the starting point. Recent coverage around Comstock Resources has focused on its role in the...
NYSE:TROX
NYSE:TROXChemicals

Tronox Board Exit Puts Governance And Growth Priorities In Focus

Tronox Holdings (NYSE:TROX) board member Mrs. Lucrece Foufopoulos-De Ridder will not seek re election at the upcoming annual meeting. Her decision affects board composition and governance oversight at a time when she serves on key committees. The announcement comes with Tronox shares at $7.86. For investors watching NYSE:TROX, this board decision lands after a strong recent share price move, with the stock up 13.7% over the past week, 41.6% over the past month, and 84.1% year to date, while...
NasdaqGM:CMRC
NasdaqGM:CMRCIT

Commercecom (CMRC) Losses Narrow In Q3 FY 2025 Challenging Bearish Profitability Narratives

Commerce.com (NasdaqGM:CMRC) just posted its FY 2025 third quarter numbers, with revenue at US$86.0 million and a basic EPS loss of US$0.03, alongside a trailing twelve month revenue base of US$339.9 million and a TTM EPS loss of US$0.17 that keeps the business in loss making territory. Over recent quarters, the company has seen revenue range between US$81.8 million and US$87.0 million while quarterly basic EPS losses have shifted between roughly US$0.00 and US$0.15, leaving investors focused...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Has The Market Reaction To Netflix (NFLX) Price Drop Created An Opportunity For Investors?

If you have ever wondered whether Netflix's share price truly reflects its business today, you are not alone. This article is designed to help you weigh up what you are really paying for. Netflix recently closed at US$75.86, with a 6.2% decline over the last 7 days, a 16.0% decline over 30 days, a 16.6% decline year to date and a 27.3% decline over 1 year. The 3 year and 5 year returns sit at 116.3% and 38.4% respectively. Recent headlines around Netflix have focused on its subscriber...
NasdaqGS:EEFT
NasdaqGS:EEFTDiversified Financial

Euronet Worldwide (EEFT) Margin Decline To 7.2% Tests Bullish Earnings Growth Narrative

Euronet Worldwide (EEFT) has just posted its latest FY 2025 numbers, with Q3 revenue at US$1.1 billion and basic EPS of US$3.02 on net income of US$122 million, setting the tone for the year. Over recent quarters, the company has seen revenue move from US$1.0 billion in Q4 2024 to US$915.5 million in Q1 2025 and US$1.07 billion in Q2 2025, while basic EPS shifted from US$0.96 to US$0.88 and US$2.31 over the same stretch. This gives investors a clearer view of how earnings power is tracking...
NasdaqGS:VC
NasdaqGS:VCAuto Components

Assessing Visteon (VC) Valuation As Digital Cockpit Adoption Accelerates With Inntot SDR Rollout

Inntot Technologies’ software defined radio platform crossing two million in vehicle deployments within a year of joining Visteon (VC) has sharpened attention on how this digital cockpit push connects to the stock’s recent performance. See our latest analysis for Visteon. Despite the strong headlines around digital cockpit wins like Inntot’s SDR roll out, Visteon’s share price has eased in recent months, with a 6.48% 90 day share price decline and a 1.47% year to date share price gain. The 1...
NYSE:ENVA
NYSE:ENVAConsumer Finance

Is Enova International (ENVA) Still Attractively Valued After Its 3x Three-Year Share Price Surge?

If you are wondering whether Enova International is still reasonably priced after its strong run, this article will help you size up what you are actually paying for today. The stock last closed at US$148.44, and while it has seen a 7.1% decline over the past week and a 5.8% decline over the past month, the 1 year return of 34.0% and roughly 3x return over 3 years have kept it firmly on many investors' watchlists. Recent coverage has focused on Enova International's role as a diversified...
NasdaqCM:LPTH
NasdaqCM:LPTHElectronic

LightPath Technologies (LPTH) Q2 Loss Narrowing Tests Bearish Earnings Narrative

LightPath Technologies (LPTH) just posted its latest quarterly update with Q2 2026 revenue of about US$15.1 million and a basic EPS loss of US$0.07, alongside trailing twelve month revenue of US$43.9 million and a basic EPS loss of US$0.39. Over recent periods the company has seen revenue move from US$8.6 million in Q4 2024 to US$12.2 million in Q4 2025. Quarterly EPS losses ranged between US$0.04 and US$0.16, which gives you a sense of how the top line has scaled against still pressured...
NYSE:CXW
NYSE:CXWCommercial Services

CoreCivic (CXW) Earnings Surge 69% Challenges Cautious Narratives On Profit Potential

How CoreCivic’s FY 2025 Numbers Set the Stage for the Story Ahead CoreCivic (CXW) closed FY 2025 with fourth quarter revenue of US$604.0 million and basic EPS of US$0.26, while trailing twelve month revenue came in at about US$2.2 billion and EPS at US$1.09, framing a year where reported earnings grew 69.2% and five year average earnings growth was 33.1% per year. The company has seen revenue move from US$479.3 million in Q4 2024 to US$604.0 million in Q4 2025. Basic EPS over those quarters...
NYSE:SPHR
NYSE:SPHREntertainment

Sphere Entertainment (SPHR) EPS Loss Rekindles Profitability Concerns Despite Growth Narratives

Sphere Entertainment (SPHR) has just posted its FY 2025 third quarter numbers, with revenue of US$262.5 million and a basic EPS loss of US$2.80, alongside a net income loss of US$101.2 million, setting a cautious tone around profitability. Over the past six reported quarters, revenue has moved between US$227.9 million and US$321.3 million, while basic EPS has ranged from a loss of US$2.95 to a gain of US$4.18, giving investors a mixed picture on earnings power. With trailing 12 month results...