U.S. Retail REITs Stock News

NYSE:SLVM
NYSE:SLVMForestry

Sylvamo (SLVM) Margin Compression To 3.9% Tests Bullish Earnings Growth Narrative

Sylvamo (SLVM) closed FY 2025 with Q4 revenue of US$890 million and basic EPS of US$0.84, while net income excluding extra items came in at US$33 million, setting the tone for how investors may read the full year. The company has seen quarterly revenue range from US$794 million to US$890 million over FY 2025, with basic EPS moving between roughly US$0.37 and US$1.43 and trailing 12 month EPS reported at US$3.29. The latest figures therefore sit within a year of mixed earnings power and...
NasdaqCM:MITK
NasdaqCM:MITKSoftware

Mitek Systems (MITK) Margin Expansion Tests Bullish Earnings Narrative In Q1 2026

Mitek Systems (MITK) opened Q1 2026 with total revenue of US$44.2 million and basic EPS of US$0.06, setting a clear marker for how the year is starting to shape up after a period of sharp reported earnings growth over the past 12 months. The company has seen trailing twelve month revenue move from US$172.1 million in Q4 2024 to US$186.7 million in Q1 2026, with trailing EPS over the same window rising from US$0.07 to US$0.35, putting more weight behind the recent improvement in profitability...
NasdaqCM:LXRX
NasdaqCM:LXRXPharmaceuticals

Lexicon Pharmaceuticals (LXRX) Quarterly Revenue Drop Reinforces Concerns Over Persistent Losses

Lexicon Pharmaceuticals (LXRX) just closed FY 2025 with fourth quarter revenue of US$5.5 million and a basic EPS loss of US$0.04, alongside net income losses of US$15.5 million, keeping the focus squarely on how quickly the top line can scale against persistent red ink. The company has seen quarterly revenue move from US$26.6 million in Q4 2024 to US$5.5 million in Q4 2025, with EPS shifting from a loss of US$0.09 to a loss of US$0.04 over the same periods. Trailing 12 month revenue stands at...
NYSE:HCI
NYSE:HCIInsurance

HCI Group (HCI) Margin Expansion To 31.3% Tests Bearish Profit Sustainability Narratives

HCI Group (HCI) opened 2026 with Q1 revenue of US$242.9 million and basic EPS of US$5.62, setting the tone for its latest reporting stretch. Over the past year, the company has seen revenue move from US$750.1 million on a trailing basis in Q4 2024 to US$927.4 million by Q1 2026, while trailing EPS shifted from US$10.59 to US$23.76. For investors, the combination of higher trailing revenue and EPS, alongside a meaningfully higher net margin, highlights a period in which profitability has...
NYSE:MSGS
NYSE:MSGSEntertainment

Madison Square Garden Sports (MSGS) Returns To Quarterly Profit As Trailing Loss Tests Bullish Narratives

Madison Square Garden Sports (MSGS) just posted Q2 2026 results with revenue of US$403.4 million and basic EPS of US$0.34, against a share price of US$332.52. The company has seen quarterly revenue move from US$357.8 million and EPS of US$0.05 in Q2 2025 to US$403.4 million and EPS of US$0.34 in the latest quarter. Trailing twelve month figures show revenue of about US$1.1 billion and a basic EPS loss of US$0.69. For investors, the mix of quarterly profitability and loss making trailing...
NYSE:ZIP
NYSE:ZIPInteractive Media and Services

ZipRecruiter (ZIP) Narrow Q4 Loss Challenges Bearish Profitability Narratives

ZipRecruiter (ZIP) just posted its FY 2025 numbers with Q4 revenue of US$111.7 million and a basic EPS loss of US$0.01, while the trailing 12 month figures show revenue of US$449.0 million and a basic EPS loss of US$0.37. The company has seen recent quarterly revenue range between US$110.1 million and US$115.0 million, with basic EPS losses stretching from US$0.13 in Q1 2025 to US$0.01 in Q4 2025. This has kept the trailing year firmly in loss making territory even as forecasts point to...
NasdaqGS:DIOD
NasdaqGS:DIODSemiconductor

Diodes (DIOD) Margin Boost To 4.5% TTM Keeps Valuation Debate Front And Center

Diodes (DIOD) just wrapped up FY 2025 with fourth quarter revenue of US$391.6 million and basic EPS of US$0.22, while trailing twelve month EPS sat at US$1.43 on revenue of about US$1.5 billion. Over the past few quarters, revenue has moved from US$332.1 million in Q1 2025 to US$366.2 million in Q2, US$392.2 million in Q3 and US$391.6 million in Q4, with EPS shifting from a loss of US$0.10 in Q1 to US$0.99 in Q2, US$0.31 in Q3 and US$0.22 in Q4. This leaves investors focused on how stable...
NasdaqGS:NTRA
NasdaqGS:NTRABiotechs

Natera (NTRA) Q4 Profit Of US$47.3 Million Tests Longstanding Loss‑Making Narrative

Natera FY 2025 earnings snapshot Natera (NTRA) closed FY 2025 with fourth quarter revenue of US$665.5 million and basic EPS of US$0.34, as net income excluding extra items came in at US$47.3 million. The company has seen revenue move from US$476.1 million in Q4 2024 to US$665.5 million in Q4 2025, while trailing twelve month basic EPS over the same period went from a US$1.53 loss to a US$1.52 loss. This points to a story where top line scale is starting to show through in the margin...
NasdaqCM:KINS
NasdaqCM:KINSInsurance

Kingstone Companies (KINS) Combined Ratio Improvement Backs Bullish Underwriting Narrative

Kingstone Companies (KINS) just wrapped up FY 2025 with Q4 revenue of about US$56.4 million and basic EPS of roughly US$1.04. This capped a trailing 12 month run that saw revenue reach about US$212.9 million and EPS of around US$2.93, alongside earnings growth of 122.1% over the past year. Over the last few reporting periods, revenue has moved from roughly US$42.1 million in Q4 2024 to about US$56.4 million in Q4 2025, while quarterly EPS shifted from roughly US$0.44 to about US$1.04. This...
NYSE:NOW
NYSE:NOWSoftware

ServiceNow AI Partnerships Deepen Role In Data Trust And Workflows

ServiceNow (NYSE:NOW) has announced new AI focused partnerships and platform integrations with Acceldata, Ataccama, Cloudera, and EPAM. These integrations embed data quality, observability, and governed data access directly into ServiceNow workflows for AI agents. The collaboration aims to support real time, autonomous AI execution across hybrid environments for enterprise customers. ServiceNow is trading at $93.59, with the stock up 6.0% over the past week but showing a 6.9% decline over...
NYSE:BCC
NYSE:BCCTrade Distributors

Is Boise Cascade (BCC) Fairly Priced After Recent Share Price Pullback?

If you are wondering whether Boise Cascade’s current share price offers good value, the recent share performance gives a useful starting point but not the full story. The stock last closed at US$72.76, with a 7 day return of 8.2% decline, a 30 day return of 2.6% decline, a year to date return of 1.8% decline, and a 1 year return of 17.9% decline, set against 3 year and 5 year returns of 14.9% and 35.5% respectively. Recent coverage has focused on Boise Cascade as part of evergreen analysis...
NasdaqGS:EXFY
NasdaqGS:EXFYSoftware

Expensify (EXFY) Losses Of US$21.4 Million TTM Challenge Profitability Narratives

Expensify (EXFY) just closed FY 2025 with fourth quarter revenue of US$35.2 million, a basic EPS loss of US$0.08 per share, and a quarterly net loss of US$7.1 million. On a trailing 12 month basis, the company recorded revenue of US$142.1 million and a net loss of US$21.4 million. Over recent quarters, revenue has moved in a tight band between US$35.1 million and US$37.0 million, while quarterly basic EPS has ranged from a loss of US$0.02 to US$0.10 per share. This has left investors focused...
NYSE:CTRE
NYSE:CTREHealth Care REITs

CareTrust REIT (CTRE) Margin Surge Reinforces Bullish Narratives Ahead Of FY 2025 Earnings

CareTrust REIT (CTRE) has wrapped up FY 2025 with fourth quarter revenue of US$134.9 million and basic EPS of US$0.50, setting the tone for a year where trailing twelve month revenue reached US$476.4 million and EPS came in at US$1.57. Over the past six reported quarters, revenue has moved from US$77.4 million in Q3 2024 to US$134.9 million in Q4 2025, while quarterly basic EPS has ranged from US$0.21 to US$0.50. This leaves investors focused on how these headline figures line up with the...
NYSE:ALTG
NYSE:ALTGTrade Distributors

Alta Equipment Group (ALTG) Losses Reinforce Bearish Narratives Despite Q4 Revenue Of US$509.1 Million

Alta Equipment Group (ALTG) has just posted another loss-making quarter, with Q4 FY 2025 revenue of US$509.1 million and basic EPS of a US$0.39 loss, while trailing twelve month revenue sits at US$1.84 billion and EPS at a US$2.55 loss. Over the past six reported quarters, revenue has moved within a range of US$422.6 million to US$509.1 million per quarter as losses have fluctuated between US$0.21 and US$1.31 per share, underscoring a business that is still working through margin pressure...
NasdaqGS:TXG
NasdaqGS:TXGLife Sciences

10x Genomics (TXG) Loss Reduction To US$0.35 TTM EPS Challenges Bearish Profitability Narrative

10x Genomics (TXG) closed out FY 2025 with Q4 revenue of US$166.0 million and a basic EPS loss of US$0.13, alongside trailing twelve month revenue of US$642.8 million and a TTM basic EPS loss of US$0.35. Over recent quarters, the company has seen revenue fluctuate between US$149.0 million and US$172.9 million, while quarterly basic EPS has moved between a loss of US$0.40 and a profit of US$0.28, highlighting an uneven path on the income line. For investors, the latest print keeps the focus on...
NasdaqGS:ARWR
NasdaqGS:ARWRBiotechs

Arrowhead Pharmaceuticals (ARWR) Q1 Profit Supports Bullish Narrative Despite High 54x P/E

Arrowhead Pharmaceuticals (ARWR) opened 2026 with Q1 revenue of US$264.0 million and basic EPS of US$0.22, while trailing twelve month figures show revenue of US$1.1 billion and basic EPS of US$1.48 as the company stayed in profitable territory over the last year. Over recent quarters, revenue has moved from US$2.5 million in Q1 2025 to US$542.7 million in Q2 2025 and US$256.5 million in Q4 2025, with EPS shifting from a loss of US$1.39 per share in Q1 2025 to a profit of US$2.78 per share in...
NasdaqGS:INSG
NasdaqGS:INSGCommunications

Inseego (INSG) Q4 EPS Loss Tests Bullish Thesis Of Narrowing Losses

Inseego (INSG) has wrapped up FY 2025 with fourth quarter revenue of US$48.4 million and a basic EPS loss of US$0.03, alongside net income from continuing operations of a US$0.46 million loss. Over recent quarters, the company has seen revenue move from US$31.7 million in Q1 2025 to US$45.9 million in Q3 2025 and then US$48.4 million in Q4 2025. Quarterly EPS shifted between a loss of US$0.14 in Q1 2025, a profit of US$0.03 in Q3 2025, and back to a small loss in Q4 2025. This sets up a story...
NasdaqCM:TCX
NasdaqCM:TCXIT

Tucows (TCX) TTM Loss Of US$75.8 Million Reinforces Bearish Profitability Narrative

Tucows (TCX) has just wrapped up FY 2025 with Q4 revenue of about US$98.7 million and a basic EPS loss of US$1.98, alongside a Q4 net loss of US$22.0 million. Over the past six quarters, revenue has moved from US$92.3 million in Q3 2024 to US$98.7 million in Q4 2025. Quarterly basic EPS has ranged from a loss of US$3.86 in Q4 2024 to a loss of US$1.98 in the latest quarter. Trailing twelve month EPS currently sits at a loss of US$6.85 on revenue of US$390.3 million as margins remain under...
NYSE:NGVC
NYSE:NGVCConsumer Retailing

Natural Grocers Q1 2026 Margin And EPS Strength Reinforces Bullish Narratives Despite Slower Sales

Q1 2026 earnings snapshot Natural Grocers by Vitamin Cottage (NGVC) opened fiscal 2026 with Q1 revenue of US$335.6 million and basic EPS of US$0.49, setting the tone for its latest earnings update. The company reported revenue of US$330.2 million and EPS of US$0.43 in Q1 2025, compared with US$335.6 million and EPS of US$0.49 in Q1 2026. Trailing twelve month EPS stands at US$2.08 on revenue of about US$1.3 billion, with higher net profit margins and earnings growth framing the quarter as one...
NYSE:ED
NYSE:EDIntegrated Utilities

Consolidated Edison (ED) Earnings Growth And 12% Margin Reinforce Bullish Narratives

Consolidated Edison (ED) has wrapped up FY 2025 with fourth quarter revenue of US$3,994 million and basic EPS of US$0.82, alongside trailing twelve month revenue of US$16.9 billion and basic EPS of US$5.66, set against earnings growth of 11.2% over the past year and an average 10.5% per year over five years. Over recent periods, the company has seen quarterly revenue range from US$3,595 million to US$4,798 million while basic EPS moved between US$0.68 and US$2.26, giving investors a clearer...
NYSE:GRNT
NYSE:GRNTOil and Gas

Granite Ridge Resources (GRNT) One Off Loss Drives Q4 EPS Hit Challenges Bullish Narratives

Granite Ridge Resources (GRNT) has wrapped up FY 2025 with fourth quarter revenue of US$100.4 million and a basic EPS loss of US$0.19. Trailing twelve month revenue came in at US$427.9 million and basic EPS of US$0.19, as net profit margin moved to 5.8% from 5.3% a year earlier and earnings growth of 29.9% over the past year. Over recent periods the company has seen revenue move from US$359.0 million in the twelve months to Q4 2024 to US$427.9 million in the twelve months to Q4 2025. Over the...
NasdaqGS:SSP
NasdaqGS:SSPMedia

Scripps (SSP) Quarterly Net Loss Deepens Cautious Narratives Despite Stable Revenue Base

E.W. Scripps (SSP) just reported FY 2025 fourth quarter results with revenue of US$560.3 million and basic EPS of US$0.51 loss, set against a year earlier fourth quarter that showed revenue of US$728.4 million and basic EPS of US$0.93. Over recent periods the company has seen quarterly revenue move from US$646.3 million and EPS of US$0.37 in 2024 Q3 to US$560.3 million and EPS of US$0.51 loss in 2025 Q4. Trailing 12 month revenue sits at about US$2.2 billion with basic EPS of US$1.87 loss...
NasdaqGS:CRNC
NasdaqGS:CRNCSoftware

Cerence (CRNC) Revenue Surges To US$115.1 Million Testing Bullish Growth Narratives

Cerence (CRNC) opened Q1 2026 with total revenue of US$115.1 million, Basic EPS of a US$0.12 loss, and net income excluding extra items of a US$5.2 million loss, while the trailing 12 months show Basic EPS of roughly US$0.01 and net income excluding extra items of about US$0.3 million. Over recent quarters the company has seen revenue move from US$50.9 million in Q1 2025 to US$115.1 million in Q1 2026, alongside Basic EPS shifting from a US$0.57 loss to a US$0.12 loss and trailing 12 month...
NYSE:MCY
NYSE:MCYInsurance

A Look At Mercury General (MCY) Valuation After Its First Quarter Earnings Turnaround

Earnings turnaround puts Mercury General in focus Mercury General (MCY) is back on many investors’ radars after first quarter results showed revenue of US$1,539.81 million and net income of US$190.42 million, compared with a net loss a year earlier. See our latest analysis for Mercury General. The earnings rebound and steady dividend news have come alongside a 1 month share price return of 8.67% and a 1 year total shareholder return of 74.37%, which together point to solid momentum rather...