NYSE:BDC
NYSE:BDCElectronic

Belden (BDC): Margin Stability Reinforces Value Narrative Despite Slower Earnings Growth vs. Market

Belden (BDC) reported EPS growth of 14% over the last year, continuing a strong five-year trend of 15.4% annual earnings growth. Net profit margins ticked up to 8.6%, just above last year’s 8.5%. Both earnings and revenue are forecast to grow at 8% and 4.3% per year respectively, trailing the broader US market’s pace. With steady bottom-line expansion and margins remaining stable, recent results position the company as a reliable but slower-growth contender in its space. See our full analysis...
NasdaqGS:NSIT
NasdaqGS:NSITElectronic

Insight Enterprises (NSIT): One-Off $106M Loss Tests Margin Recovery Narrative

Insight Enterprises (NSIT) posted annual earnings growth of 5.8% per year over the past five years, but saw negative earnings growth and a significant one-off loss of $106.2 million in the latest year. Net profit margins dropped to 1.8% from 3.4% a year earlier. Looking forward, analysts expect earnings to rebound strongly at a projected 19% per year, outpacing the 15.7% forecast for the broader US market. Revenue is anticipated to rise by 6.4% annually, which trails the market average of...
NasdaqGS:FLEX
NasdaqGS:FLEXElectronic

Flex (FLEX) Earnings Growth Outpaces Market but Revenue Lags, Reinforcing Quality Narrative

Flex (FLEX) delivered annual earnings growth of 19.4%, outpacing the US market’s 15.7% rate, while maintaining net profit margins at 3.3%, which is unchanged from a year ago. Revenue is projected to grow 5.8% annually, lagging behind broader market peers. However, the company’s five-year track record shows consistent profit growth of 4% per year. Together, these numbers highlight a mix of strong profitability, persistent margins, and a steady performance profile. See our full analysis for...
NYSE:FPI
NYSE:FPISpecialized REITs

Farmland Partners (FPI) Profit Surge Driven by $61.6M One-Off Gain Fuels Investor Skepticism

Farmland Partners (FPI) reported net profit margins of 31%, higher than last year, as the company turned profitable over a five-year period that saw annual earnings growth of 73.3%. The most recent year’s earnings growth surged to 275.5%, but much of this was due to a one-off gain of $61.6 million. This suggests the extraordinary spike is not likely to recur. With the stock trading at a Price-to-Earnings Ratio of 6.8x, far below industry and peer averages, investors may see compelling...
NYSE:EHC
NYSE:EHCHealthcare

Encompass Health Net Margins Hit 9.3%, Reinforcing Quality Earnings Narrative Despite Slower Growth Forecasts

Encompass Health (EHC) reported strong momentum over the past year, with earnings growing 25.1%, well above its five-year average growth rate of 16.1%. Revenue and earnings are both expected to continue rising, with forecasts of 7.8% and 9.44% per year respectively, though these figures trail the broader US market growth. Net profit margins have improved to 9.3%, up from 8.3% last year, further supporting the company's reputation for high-quality earnings. See our full analysis for Encompass...
NasdaqGS:DHIL
NasdaqGS:DHILCapital Markets

Diamond Hill (DHIL) Profit Margin Reaches 31.7%, Challenging Discounted Valuation Narratives

Diamond Hill Investment Group (DHIL) reported a net profit margin of 31.7%, up from 29% the previous year, and posted 16.3% earnings growth year-over-year. This result is well above its five-year average decline of 5% per year. The company is trading at a Price-to-Earnings ratio of 7.2x, notably below both the US Capital Markets industry average of 25.2x and its peer average of 44.2x. Shares closed at $126.29, which remains under the estimated fair value of $183.16. The combination of...
NasdaqGS:CTSH
NasdaqGS:CTSHIT

Cognizant (CTSH): Margin Compression Sparks Debate on Growth Narrative Despite Discounted Valuation

Cognizant Technology Solutions (CTSH) posted annual earnings growth of 6.9% over the past five years, with EPS now projected to climb 11.78% per year going forward. Meanwhile, annual revenue growth is expected at 4.6%, which trails behind the broader US market's 10.3% pace. Net profit margin has tightened to 10.2% from last year's 11.6%, indicating some margin compression even as the company remains focused on quality results. See our full analysis for Cognizant Technology Solutions. Next up,...
NYSE:OSK
NYSE:OSKMachinery

Oshkosh (OSK) Valuation Discount Reinforces Bullish Narrative Despite Flat Profit Margins

Oshkosh (OSK) is forecasting earnings to grow at 12.8% per year, with revenue projected to rise 5.5% annually. The company’s net profit margin holds steady at 6.4%, matching last year’s performance, and over the past five years, earnings have climbed by an impressive 18.2% per year. Despite a setback with recent negative profit growth, Oshkosh’s high-quality earnings profile and attractive valuation multiples are catching the attention of investors. The stock is trading below analyst price...
NYSE:LLY
NYSE:LLYPharmaceuticals

Eli Lilly (LLY) One-Off $5.1 Billion Loss Raises New Questions for Bullish Growth Narratives

Eli Lilly (LLY) delivered robust numbers in its latest earnings, with revenue on track to grow at 12.2% per year and EPS projected to rise by 16.1% annually. The company’s net profit margin jumped from 18.9% to 25.9% over the last twelve months, while EPS growth for the past year hit a striking 88%. With expanding profit margins and expectations for continued strong growth, investors are scrutinizing how sustainable these headline results are given a recent one-off loss of $5.1 billion and a...
NYSE:BMY
NYSE:BMYPharmaceuticals

Bristol Myers Squibb (BMY): $6.1B One-Off Loss Undermines Recent Profitability Narrative

Bristol-Myers Squibb (BMY) posted a 7.8% annual earnings growth rate over the past five years and has recently returned to profitability, with net profit margins showing year-over-year improvement. The company’s latest results, however, were marked by a one-off $6.1 billion loss, and forward guidance points to a 6.3% annual decline in revenue and a 2.9% annual decrease in earnings over the next three years. Despite shares trading at $45.62, well below the estimated fair value of $132.29, the...