U.S. Retail REITs Stock News

In the first quarter ended April 3, 2026, Veralto reported higher sales of US$1,422 million and net income of US$254 million, alongside completing a US$300.01 million repurchase of 3,224,855 shares, or 1.3% of its share count, under its November 25, 2025 buyback program. The combination of earnings growth and capital returns has prompted Veralto to raise its full-year adjusted earnings guidance, underlining management’s confidence in the business and its cash generation. We will now examine...

Why Kadant’s latest quarter matters for investors Kadant (KAI) reported first quarter 2026 earnings with higher sales and net income year over year, completed the voestalpine BOHLER Profil acquisition, and updated full year revenue and earnings guidance to reflect integration costs. See our latest analysis for Kadant. The stock has reacted strongly to the first quarter update and acquisition news, with a 1 day share price return of 3.99% and a 7 day share price return of 16.19%. The 1 year...

Recently, Okta highlighted rising demand for its identity and access management platform as organizations work to secure both human and non-human identities, especially AI agents, amid growing cloud and AI adoption. A key insight is Okta’s push to manage non-human identities such as bots and service accounts, which management says meaningfully lifts contract value as customers rethink governance models for autonomous systems. We’ll now examine how Okta’s focus on securing AI agents and other...

Republic Services (RSG) has wrapped up FY 2025 with fourth quarter revenue of US$4.1 billion and basic EPS of US$1.76, supported by trailing twelve month revenue of US$16.6 billion and EPS of US$6.86 that point to a solid earnings base. Over the past six reported quarters in the data, revenue has ranged from US$4.0 billion to US$4.2 billion per quarter while basic EPS has moved between US$1.58 and US$1.80. These figures give investors a clearer view of the company’s earning power heading into...

SolarEdge Technologies reported past first-quarter 2026 results with revenue of US$310.5 million, a net loss of US$57.37 million, and basic and diluted loss per share of US$0.95, while also issuing second-quarter revenue guidance of US$325 million to US$355 million. The quarter showed higher sales and a smaller loss than a year earlier, but earnings per share missed analyst expectations, underscoring ongoing cost and profitability pressures. We’ll now examine how this mix of improving...

Carlyle Group (CG) just posted its FY 2025 numbers with Q4 revenue of US$1.7b and basic EPS of US$1.00, alongside trailing twelve month revenue of US$4.0b and EPS of US$2.25. Over the last few quarters, revenue has ranged from US$125.6m in Q3 2025 to US$2.4b in Q3 2024, while quarterly EPS has moved between roughly US$0.00 and US$1.67, giving investors a wide set of outcomes to assess. With net profit margin at 20.1% versus 21.5% a year earlier, this latest print puts profitability, quality,...

Why Lamar Advertising’s latest earnings matter for shareholders Lamar Advertising (LAMR) just reported first quarter 2026 results that topped both Wall Street and its own forecasts, with stronger national advertising, higher programmatic revenue and wider operating margins catching investor attention. See our latest analysis for Lamar Advertising. The strong first quarter update has gone hand in hand with sharp recent gains, including a 17.4% 1 month share price return and 21.8% year to...

NetScout Systems (NTCT) just closed FY 2026 with fourth quarter revenue of US$203 million and basic EPS of US$0.25, supported over the trailing 12 months by total revenue of US$859 million and EPS of US$1.33. The company has seen quarterly revenue range from US$186.7 million to US$250.7 million across FY 2026, with basic EPS moving from a small loss of US$0.05 in Q1 to US$0.76 in Q3 and US$0.25 in Q4, highlighting a story centered on the shift in profitability and the durability of current...

Alpha Metallurgical Resources (AMR) has just posted another tough quarter, with Q4 FY 2025 revenue of US$520.5 million and a basic EPS loss of US$1.34, compared with Q4 FY 2024 revenue of US$617.3 million and a basic EPS loss of US$0.16. Over the last six reported quarters, revenue has moved from US$671.9 million in Q3 FY 2024 to US$520.5 million in Q4 FY 2025, while basic EPS has swung from a profit of US$0.29 in Q3 FY 2024 to a loss of US$1.34 in the latest quarter. This keeps the focus...

Why Ondas stock is back in focus Recent concerns around Ondas (ONDS) continue to center on ongoing operating losses, material cash burn, and the execution risks tied to multiple acquisitions intended to lift revenue over time. See our latest analysis for Ondas. Ondas shares have pulled back recently, with a 4.82% one day share price decline and weaker short term share price returns. However, the one year total shareholder return is very large and multi year total shareholder returns remain...

AMN Healthcare Services (AMN) closed out FY 2025 with Q4 revenue of US$748.2 million and a basic EPS loss of US$0.20, as trailing twelve month figures show revenue of US$2.7 billion and a loss per share of US$2.48 at a share price of US$22.45. Over recent periods the company has seen quarterly revenue move from US$734.7 million in Q4 2024 to US$748.2 million in Q4 2025, while basic EPS has swung between a profit of US$0.76 in Q3 2025 and losses of up to US$3.02 earlier in the year, leaving...

Wondering whether Silicon Laboratories at around US$217.64 is offering value or stretching expectations, especially after its strong share price performance, is a natural place to start. The stock has been relatively steady over the past week, while the 30 day return is 3.6%, year to date the share price return is 65.0% and the 1 year return sits at 95.9%. Recent coverage has focused on Silicon Laboratories in the context of the broader semiconductor sector, including how specialist chip...

Morgan Stanley has launched a pilot for direct cryptocurrency trading on its E*Trade platform. The pilot offers crypto transaction fees below those currently available from Robinhood, Coinbase and Charles Schwab. The program is expected to extend to all 8.6 million E*Trade clients later in 2026, introducing a large, low fee competitor to Robinhood's crypto business. For Robinhood Markets (NasdaqGS:HOOD), the timing of this development matters because crypto transaction revenue has recently...

Union Bankshares (UNB) has wrapped up FY 2025 with fourth quarter revenue of US$14.0 million and basic EPS of US$0.60, contributing to trailing twelve month revenue of US$53.7 million and EPS of US$2.43. Over the last few reporting periods, revenue has ranged from US$10.6 million in Q3 2024 to US$14.2 million in Q3 2025, while quarterly EPS has moved between US$0.29 and US$0.75 across that span. This provides investors with clear data points on both top line activity and per share...

Rocket Lab FY 2025 results: revenue climbs while losses continue Rocket Lab (RKLB) has reported another year of rapid top line expansion, with FY 2025 Q4 revenue at US$179.7 million and a quarterly loss of US$52.9 million, equal to basic EPS of a US$0.09 loss. The company’s revenue increased from US$132.4 million in FY 2024 Q4 to US$179.7 million in FY 2025 Q4, while quarterly EPS moved from a US$0.10 loss to a US$0.09 loss over the same period. This points to strong scaling of revenue...

PTC Therapeutics (PTCT) closed FY 2025 with Q4 revenue of US$164.7 million and a basic EPS loss of US$1.67, alongside net income excluding extra items of a US$135.0 million loss, setting a mixed tone for the year. Over the past six quarters, revenue has ranged from US$196.8 million in Q3 2024 to US$1.2 billion in Q1 2025, while basic EPS has swung from an 11.09 gain in Q1 2025 to losses such as US$1.39 in Q3 2024. This gives investors a wide set of margins to weigh. With the company now...

What stands out about Monarch Casino & Resort’s recent stock move Monarch Casino & Resort (MCRI) has drawn attention after a solid month and past 3 months for the stock, prompting investors to reassess how its current valuation lines up with recent fundamentals. See our latest analysis for Monarch Casino & Resort. At a share price of $117.28, Monarch Casino & Resort has recently posted a 30-day share price return of 18.57%, while its 1-year total shareholder return of 48.79% points to...

In early May 2026, Houlihan Lokey reported a year-on-year decline in quarterly earnings per share alongside record full-year profits, raised its quarterly dividend to US$0.70 per share, and highlighted an active acquisition pipeline supported by balance sheet flexibility. Despite missing analyst expectations for the quarter, the firm ended fiscal 2026 with record revenue, strong performance across all advisory segments, and plans for further accretive acquisitions to reinforce its global...

Coherent (COHR) just reported third quarter results that put its AI data center and communications exposure in the spotlight, with revenue of US$1.81b, sharply higher net income, and guidance that points to continued demand. See our latest analysis for Coherent. The stronger third quarter and Nvidia investment came alongside a 25.12% 30 day share price return and a 64.25% year to date share price return, while the 1 year total shareholder return is very large, suggesting momentum has been...

ESCO Technologies (ESE) has just opened its 2026 financial year with Q1 revenue of US$289.7 million and basic EPS of US$1.11, while trailing 12 month revenue sits at US$1.17 billion with basic EPS of US$4.83. Over the past reported periods, revenue has moved from US$214.6 million in Q1 2025 to US$289.7 million in Q1 2026, with quarterly basic EPS shifting from US$0.79 to US$1.11 over the same span as trailing earnings growth of 15.7% over the last year reflects in the current run rate. For...

Prairie Operating (PROP) has filed a shelf registration to offer up to US$4.2 million in common stock, covering 4,000,000 shares. This move gives the company flexibility to raise capital. See our latest analysis for Prairie Operating. The shelf registration comes as Prairie Operating’s share price has declined 61.75% over the past 30 days and has a 47.74% year-to-date share price return. The 1-year total shareholder return is down 78.89%, pointing to fading momentum despite recent corporate...

Power Integrations (POWI) has wrapped up FY 2025 with fourth quarter revenue of US$103.2 million and basic EPS of US$0.24, while trailing twelve month revenue came in at US$443.5 million with basic EPS of US$0.39. Over recent periods, the company has seen quarterly revenue move from US$105.3 million and EPS of US$0.16 in Q4 2024 to a range between US$105.5 million and US$118.9 million and EPS between a loss of US$0.02 and a profit of US$0.24 in FY 2025. This sets up a picture where investors...

Olin (OLN) just posted its FY 2025 results, with Q4 revenue of US$1,665.1 million and a basic EPS loss of US$1.26, compared with Q4 2024 revenue of US$1,671.3 million and basic EPS of US$0.09. Over the last six reported quarters, revenue has moved in a tight range between US$1,589.5 million and US$1,758.3 million, while quarterly basic EPS has swung from a profit of US$0.37 in Q3 2025 to losses such as the US$0.21 per share recorded in Q3 2024. For investors, that mix of steady top line and...

RIA team affiliated with Ameriprise Financial (NYSE:AMP) launches a newly registered investment advisor overseeing $836 million in assets. Ameriprise secures a legal win as a judge denies a forensic review of advisors' devices in an ongoing client data dispute with LPL Financial. The company releases a nationwide study on solo investors, examining their financial behaviors, concerns, and use of financial advisors. Ameriprise Financial, through its wealth management and advice driven model,...