U.S. Retail Distributors Stock News

Tractor Supply Company recently increased its annual dividend by US$0.04 to US$0.96 per share for 2026, its 17th consecutive yearly raise, and added former Gap Inc. CEO Sonia Syngal as an independent director, expanding the Board to 10 members. The combination of a long-running pattern of dividend growth and Syngal’s deep retail and supply chain expertise could meaningfully shape how Tractor Supply balances shareholder returns with operational priorities. We’ll now explore how the latest...

PG&E (PCG) closed out FY 2025 with fourth quarter revenue of US$6.8 billion, basic EPS of US$0.29 and net income of US$642 million, capping a trailing 12 month run of US$24.9 billion in revenue, EPS of US$1.18 and net income of US$2.6 billion. Over the past few quarters, the company has seen revenue move from US$6.0 billion in Q1 2025 to US$6.8 billion in Q4, alongside quarterly EPS ranging between US$0.24 and US$0.37. Trailing net margin sits at 10.4% versus 10.1% a year earlier, giving...

Seaboard (SEB) has just wrapped up FY 2025 with Q4 revenue of US$2.4 billion and basic EPS of US$264.23, while trailing twelve month revenue sits at US$9.7 billion with EPS of US$514.46, against a backdrop of very large year over year earnings growth and a trailing net margin of 5.1% compared with 1% a year earlier. Over recent periods, the company has seen quarterly revenue range from US$2.3 billion to US$2.5 billion in FY 2025, with basic EPS moving from US$32.95 in Q1 to US$264.23 in Q4...

Understanding American Homes 4 Rent’s recent performance snapshot American Homes 4 Rent (AMH) has recently drawn investor interest after a period where the share price showed a small gain over the past month, alongside a modest decline over the past 3 months. At a last close of US$31.62, AMH sits against a 1 year total return of a 7.0% decline, while the 3 year total return stands at 3.9% and the 5 year total return at 13.8%. See our latest analysis for American Homes 4 Rent. Recent share...

McDonald's reported past fourth-quarter 2025 results with revenue of US$7,009 million and net income of US$2,164 million, alongside full-year 2025 revenue of US$26.89 billion and net income of US$8.56 billion, while also declaring a quarterly dividend of US$1.86 per share payable in March 2026. The company’s value-focused promotions, expanding digital loyalty ecosystem, and menu innovation in areas like chicken and beverages appear to be reinforcing its global growth ambitions and...

If you are wondering whether Novanta's current share price still makes sense, this article will walk through what the numbers are actually saying about its value. The stock most recently closed at US$146.39, with returns of 3.5% over 7 days, 11.5% over 30 days, 31.7% year to date and 2.2% over 1 year. The 3 year and 5 year returns sit at a 10.5% decline and 1.6% respectively. These price moves come against a backdrop of ongoing investor interest in Novanta's position in the tech sector and...

Pinterest, Inc. reported past full-year 2025 results showing revenue rising to US$4.22 billion from US$3.65 billion, while net income fell to US$416.86 million and diluted EPS dropped to US$0.61 as the company also issued softer-than-anticipated first-quarter 2026 revenue guidance tied to weaker advertiser demand and tariff-related pressures. Alongside these results, Pinterest completed more than US$1.02 billion of share repurchases, filed a US$634.31 million employee stock offering shelf,...

If you are wondering whether Super Group (SGHC) is priced attractively right now, the key question is how its current share price compares to what the underlying business might be worth. The stock last closed at US$8.96, with a 1.6% decline over 7 days, a 9.8% decline over 30 days, a 23.0% decline year to date, a 12.3% gain over the past year and a 150.9% return over three years. Recent moves in the share price sit against an ongoing effort by the company to build its profile as a listed...

Recently, AeroVironment’s LOCUST counter-drone laser system was deployed by the U.S. Army near El Paso International Airport, leading to a seven-hour airspace shutdown and raising questions about how such directed-energy defenses interact with commercial aviation safety. This real-world use of LOCUST at a major transportation hub highlights AeroVironment’s growing role in counter-drone and border security missions, placing its advanced technologies under intense public and policymaker...

In recent days, Forestar Group, the D.R. Horton–controlled residential land developer, has drawn increased investor attention as a pure-play way to access U.S. housing-related land assets, even as its lot sales have fallen an average 26.8% over the past two years and cash burn has raised sustainability questions. This renewed focus highlights a tension between Forestar’s appeal as a “boring but powerful” housing-cycle exposure and investor concerns over weaker demand, stagnant returns on...

Studio City International Holdings (NYSE:MSC) has just reported third quarter FY 2025 results, posting revenue of US$182.5 million with a basic EPS loss of US$0.10, while trailing 12 month revenue sits at US$687.1 million against a full year EPS loss of US$0.34. Over recent quarters, revenue has moved from US$161.5 million in Q2 2024 to US$152.9 million in Q4 2024, then to US$161.7 million in Q1 2025, US$190.1 million in Q2 2025 and US$182.5 million in Q3 2025, with EPS losses ranging between...

Trupanion reported record results for 2025, with subscription revenue and subscription operating margins reaching new highs. The company plans to roll out a lower priced pet insurance product in response to ongoing veterinary cost inflation. Retention rates have improved, supported by pricing and communication efforts, and Trupanion has received Stevie Awards recognition for its customer service. Trupanion continues to invest in technology and initiatives such as Landspath to support growth...

Recent analyst moves around Nutanix (NTNX), including reduced targets and a Zacks Rank of #4 (Sell), have sharpened attention on the stock ahead of an earnings report that is expected to show EPS pressure alongside revenue growth. See our latest analysis for Nutanix. That backdrop of cautious analyst sentiment and Nutanix’s partnerships, such as Ark Data Centers earning top-tier partner status, comes after a sharp reset in the share price, with a 30 day share price return of 18.82% and a 1...

Primoris Services (PRIM) has been on many investors' radar after a strong run in the stock, supported by institutional buying, revenue growth, resilient margins, and upbeat guidance tied to infrastructure-driven demand. See our latest analysis for Primoris Services. At a share price of $166.53, Primoris has seen momentum build quickly, with a 30 day share price return of 20.87% and a 1 year total shareholder return of 127.33%, supported by recent earnings, guidance, and infrastructure driven...

If you are wondering whether Dover's current share price still offers value, this article will walk through the numbers in a clear, grounded way so you can judge for yourself. With the stock at US$231.63, recent returns of 3.6% over 7 days, 13.4% over 30 days, 18.3% year to date, 15.8% over 1 year, 54.7% over 3 years and 102.1% over 5 years give useful context for how the market has been pricing Dover recently. Recent news coverage around Dover has focused on its positioning within the...

Cooper-Standard Holdings (CPS) closed out FY 2025 with Q4 revenue of US$672.4 million and basic EPS of US$0.19, alongside net income of US$3.3 million excluding extra items. The company has seen quarterly revenue move from US$660.8 million in Q4 2024 to a range of US$667.1 million to US$706.0 million through FY 2025, while basic EPS has swung between a loss of US$0.43 in Q3 and a profit of US$0.19 in Q4, highlighting a story that focuses on how consistently those thin margins can be...

In February 2026, Rapid7, Inc. reported its fourth-quarter 2025 results, with revenue of US$217.39 million and net income of US$3.13 million, alongside full-year 2025 revenue of US$859.79 million and net income of US$23.38 million. The company also issued 2026 guidance that points to a GAAP loss in the first quarter but a return to GAAP profitability for the full year, giving investors fresh insight into its near-term growth and margin path. Now we’ll examine how Rapid7’s modest quarterly...

T-Mobile US, Inc.’s subsidiary T-Mobile USA, Inc. recently completed two euro-denominated senior unsecured note issues totaling about €1.50 billion, with 3.2% notes due 2032 and 3.625% notes due 2035, supported by a broad syndicate of global underwriters. The company plans to channel these bond proceeds into general corporate purposes such as share repurchases, dividends, and debt refinancing, underscoring how it is pairing network and AI innovation with active balance sheet and...

If you are wondering whether Seagate Technology Holdings is still reasonably priced after its strong run, this article will walk through what the numbers say about the stock's value. At a last close of US$425.99, the stock has seen a 36.4% gain over the past 30 days, alongside a 48.1% return year to date and a very large 1 year return of 328.0%. These changes can influence how investors think about both upside and risk. These moves have come as investors react to ongoing developments around...

Powell Industries (POWL) is back in focus after reporting first quarter earnings, with sales of US$251.18 million, higher net income of US$41.39 million, and a modest increase in its quarterly dividend. See our latest analysis for Powell Industries. The earnings update and dividend increase come on top of strong recent momentum, with a 45.8% 30 day share price return, a 65.97% year to date share price return, and a 175.47% 1 year total shareholder return. This suggests investors have been...

Brookfield Wealth Solutions (BNT) has wrapped up FY 2025 with Q4 revenue of about US$3.1b and basic EPS of roughly US$0.03, capping a year in which trailing 12 month revenue came in at US$11.6b and EPS at US$2.49. The company has seen quarterly revenue move between US$2.6b and US$3.1b across FY 2025, while basic EPS swung from a loss of US$0.90 in Q1 2025 to US$1.89 in Q3 2025 and US$0.03 in Q4 2025. This puts the focus on how consistently those earnings can convert into lasting...

What Planet Fitness stock’s recent slide may be telling investors Planet Fitness (PLNT) has seen its share price fall about 10% over the past month and about 14% over the past 3 months, prompting investors to revisit what the current valuation reflects. See our latest analysis for Planet Fitness. That recent 1 month share price return of about 10% decline and 3 month share price return of about 14% decline leaves Planet Fitness trading at US$90.70, while the 1 year total shareholder return of...

Kennametal Inc. recently reported past second‑quarter fiscal 2026 results showing higher sales of US$529.53 million and improved profitability, while also completing a share buyback of 2,966,554 shares for US$69.91 million under its February 2024 program. Alongside these results, management raised sales guidance for the third quarter and full fiscal year 2026, underscoring confidence in pricing actions, end‑market demand, and cost initiatives. Next, we’ll examine how Kennametal’s raised...

Regulators are increasing scrutiny of Zoetis' monoclonal antibody pain therapies, including Librela, leading to updated FDA safety warnings. At the same time, Zoetis has received approvals for new osteoarthritis pain drugs, Lenivia and Portela, expanding its pet pain management portfolio. These parallel developments highlight a shift in the company’s risk profile and opportunity set in companion animal health. For investors tracking Zoetis, ticker NYSE:ZTS, the stock sits at $126.65 with a...