U.S. Specialized REITs Stock News

One Liberty Properties (OLP) opened 2026 with Q1 revenue of US$28.3 million and basic EPS of US$0.30, while trailing twelve month figures sit at US$101.4 million of revenue and EPS of US$1.25. Over recent quarters the company has seen revenue move from US$24.2 million in Q1 2025 to US$23.9 million in Q4 2024 and then to US$28.3 million in Q1 2026, with EPS shifting from US$0.18 to US$0.49 to US$0.30. This sets up a picture where the latest print needs to be weighed against softer margins and...

Q1 2026 results set up the valuation debate around LandBridge (NYSE:LB) LandBridge (NYSE:LB) has kicked off 2026 with Q1 revenue of US$51.0 million and basic EPS of US$0.31, alongside trailing twelve month revenue of US$206.1 million and EPS of US$1.14 that sit against very large reported earnings growth over the past year. The company has seen quarterly revenue move from US$44.0 million and EPS of US$0.27 in Q1 2025 to US$51.0 million and EPS of US$0.31 in Q1 2026. Over the same period,...

American States Water (AWR) opened 2026 with Q1 revenue of US$169.2 million and EPS of US$0.77, setting a clear marker for how the year is starting. The company has seen quarterly revenue move from US$148.0 million and EPS of US$0.70 in Q1 2025 to US$169.2 million and US$0.77 respectively in Q1 2026. Trailing twelve month EPS sits at US$3.43 on revenue of US$679.3 million, giving investors a clean read on profit trends into this print. With that backdrop, the latest release points to a...

Twin Disc (TWIN) has just posted Q3 2026 results with revenue of US$96.7 million, basic EPS of US$0.23 and net income of US$3.3 million. This sets the stage against a year in which trailing EPS growth has been very large and the trailing net profit margin sits at 7.3%. Over recent quarters, revenue has moved between US$79.996 million and US$96.7 million, while quarterly basic EPS has ranged from a small loss of US$0.04 to US$1.58. This gives a clear view of how earnings have tracked against a...

Q1 2026 results set up a mixed profitability story for Cactus (WHD) Cactus (WHD) opened 2026 with Q1 revenue of US$388.3 million and a basic EPS loss of US$0.70, while trailing twelve month EPS stood at US$1.06 on US$1.2 billion of revenue. Over recent quarters the company has seen revenue move from US$280.3 million in Q1 2025 to US$388.3 million in Q1 2026. Over the same period, quarterly EPS shifted from a profit of US$0.65 to a loss of US$0.70. This sets up a story where top line growth...

Tripadvisor (TRIP) has opened Q1 2026 with revenue of US$382.4 million and a basic EPS loss of US$0.28, setting the tone for a quarter where top line scale and bottom line pressure sit side by side. The company has seen quarterly revenue move from US$398 million in Q1 2025 to US$382.4 million in Q1 2026, while basic EPS shifted from a loss of US$0.08 to a loss of US$0.28. This puts the spotlight firmly on how efficiently that revenue is being converted into profit. See our full analysis for...

Fluence Energy (FLNC) just posted Q2 2026 results with revenue of US$464.9 million, a basic EPS loss of US$0.16 and net income loss of US$20.9 million, while trailing twelve month figures show revenue of US$2.6 billion and a basic EPS loss of US$0.32. Over recent quarters, revenue has ranged from US$186.8 million in Q1 2025 to US$1.0 billion in Q4 2025 as EPS has moved between a profit of US$0.14 and losses such as US$0.34 in Q1 2026. This sets up a story where investors are watching how...

Maximus (MMS) has just posted Q2 2026 results with revenue of US$1.3 billion, basic EPS of US$1.81, and net income of US$98.1 million, providing another data point in its recent earnings story. Over the past year, the company has seen quarterly revenue move between US$1.30 billion and US$1.40 billion, while basic EPS ranged from about US$0.69 to US$1.87. This offers a clear view of how sales and per share profits have tracked together across recent periods. With trailing 12 month EPS at...

Diamond Hill Capital’s decision to initiate a new position in Knowles (KN) after its Q1 2026 review put fresh attention on the stock, linking institutional interest to recent revenue growth and a higher-margin business mix. See our latest analysis for Knowles. The recent 27.49% 1 month share price return and 54.03% year to date share price return to US$33.81, alongside a 106.54% 1 year total shareholder return, suggest momentum has been building as investors reassess growth prospects and...

Chatham Lodging Trust (CLDT) opened Q1 2026 with total revenue of $67.5 million and a basic EPS loss of $0.13, setting a cautious tone for the new fiscal year after finishing 2025 with Q4 revenue of $67.5 million and basic EPS of $0.05. Over the last few quarters, revenue has moved between $67.5 million and $80.0 million, while quarterly EPS has ranged from a loss of $0.08 to a profit of $0.07. This has left investors focused on how these swings feed into the broader trend in profitability...

Cooper-Standard Holdings (CPS) has opened 2026 with Q1 revenue of US$686.4 million and a basic EPS loss of US$1.85, while on a trailing 12 month basis revenue stands at about US$2.8 billion and basic EPS is a loss of US$2.18. Over recent quarters, the company has seen revenue move between US$660.8 million and US$705.9 million, with quarterly basic EPS ranging from a profit of US$2.28 to a loss of US$1.85. The latest numbers keep the focus firmly on how efficiently that top line is translating...

Compass Minerals International (CMP) has just posted Q2 2026 results with revenue of US$453.2 million and basic EPS of US$0.30, alongside net income of US$12.7 million. Over the past few quarters, revenue has ranged from US$214.6 million to US$494.6 million. Quarterly EPS has moved from a loss of US$0.77 in Q2 2025 to a profit of US$0.30 in Q2 2026, setting up a story that now sits against a current share price of US$28.24. For investors, the key question is how durable this earnings profile...

Nexstar Media Group (NXST) opened 2026 with Q1 revenue of US$1.4 billion and basic EPS of US$5.40, setting a clear marker after a volatile run of quarterly earnings. Over the past five reported quarters, revenue has ranged from US$1.2 billion to US$1.5 billion while basic EPS has moved between a loss of US$5.64 and a high of US$7.68. This gives you a wide spread of outcomes to weigh against forecasts of future earnings growth and analyst expectations. For investors, the focus now is on how...

ACI Worldwide (ACIW) opened 2026 with Q1 revenue of US$425.7 million and basic EPS of US$0.38, alongside trailing 12 month revenue of US$1.8 billion and EPS of US$2.00 that came with a net margin of 11.5% versus 16.1% a year earlier. Over the past year, the company has seen revenue move from US$1.59 billion to US$1.79 billion on a trailing basis, while net income shifted from US$203.1 million to US$206.1 million, giving investors a mixed read on how efficiently sales are turning into profit...

Amprius Technologies (AMPX) has just posted its Q1 2026 numbers, with revenue of US$28.5 million, a basic EPS loss of US$0.04, and trailing twelve month revenue of US$90.3 million alongside a trailing EPS loss of US$0.31. The company has seen quarterly revenue move from US$11.3 million in Q1 2025 to US$28.5 million in Q1 2026. Over that stretch, basic EPS has ranged between a loss of US$0.18 and a loss of US$0.03, setting the stage for a results season where the key question is how quickly...

Genco Shipping & Trading (GNK) opened Q1 2026 with total revenue of US$114.4 million and basic EPS of US$0.21, setting the tone for how the market will weigh its earnings power against recent valuation and dividend debates. The company’s quarterly revenue moved from US$71.3 million and a basic EPS loss of US$0.28 in Q1 2025 to US$114.4 million and basic EPS of US$0.21 in Q1 2026. This swing puts the focus squarely on how durable that earnings profile proves to be. With trailing margins...

Clearfield (CLFD) has just posted Q2 2026 results with revenue of US$34.4 million and a basic EPS loss of US$0.04, on net income from continuing operations of US$0.5 million in the red. Over recent quarters the company has seen revenue move from US$48.8 million in Q3 2024 to US$49.9 million in Q3 2025 and US$34.4 million in Q2 2026, while quarterly EPS has ranged from a loss of US$0.03 in Q3 2024 to a profit of US$0.12 in Q3 2025 before slipping back to a loss in the latest period. With...

Q1 2026 results in focus CSG Systems International (CSGS) has put fresh numbers on the table for Q1 2026, reporting revenue of US$313.7 million and basic EPS of US$0.86, with net income at US$23.9 million setting the tone for the quarter. Looking back over recent periods, revenue has moved between US$297.1 million and US$323.1 million over the last five quarters, while basic EPS has ranged from US$0.25 to US$1.23. This gives investors a clear view of how the top and bottom lines have tracked...

Marcus & Millichap (MMI) opened 2026 with Q1 revenue of US$171.5 million and a basic EPS loss of US$0.08, alongside net income of a US$3.1 million loss. The trailing twelve months show revenue of US$781.6 million and a near break-even net loss of US$0.6 million. Over recent quarters, revenue has moved between US$145.0 million and US$244.0 million, with EPS ranging from a US$0.28 loss to a US$0.34 profit. This leaves investors focused on how efficiently that revenue is converting into profits...

Q1 2026 earnings snapshot Teads Holding (TEAD) opened 2026 with Q1 revenue of US$266 million and a basic EPS loss of US$0.40, putting fresh numbers around a business that is still working through profitability challenges. The company has seen quarterly revenue move from US$286 million in Q1 2025 to US$266 million in the latest quarter. Basic EPS shifted from a loss of US$0.70 to a loss of US$0.40 over the same period, set against trailing 12 month revenue of about US$1.3 billion and a net...

Latest quarterly snapshot Ormat Technologies (ORA) has just posted Q1 2026 results with revenue of US$403.9 million and basic EPS of US$0.72, setting the tone for the new financial year. The company reported revenue of US$229.8 million in Q1 2025 and US$403.9 million in Q1 2026, while quarterly basic EPS went from US$0.67 to US$0.72, providing a clear view of how the top and bottom lines are tracking together year on year. With trailing 12 month EPS at US$2.10 and an 11% net margin, investors...

Collegium Pharmaceutical (COLL) has just posted Q1 2026 revenue of US$193.5 million and basic EPS of US$0.45, setting the stage against a trailing twelve month EPS of US$2.36. The company has seen revenue move from US$177.8 million and EPS of US$0.08 in Q1 2025 to US$193.5 million and EPS of US$0.45 in Q1 2026, with trailing twelve month net income of US$74.9 million, so investors are now weighing how this earnings profile and a 9.4% net margin shape the risk and reward ahead. See our full...

Alpha and Omega Semiconductor (AOSL) posted Q3 2026 revenue of US$163.8 million with a basic EPS loss of US$0.46, while net income excluding extra items was a loss of US$13.8 million as the stock trades around US$37.44. The company reported quarterly revenue of US$164.6 million in Q3 2025 and US$163.8 million in Q3 2026, with basic EPS moving from a loss of US$0.37 to a loss of US$0.46 over the same period. This results season, investors are weighing weaker margins against what they see as...

HubSpot recently reported strong Q1 2026 results, including 23% year-on-year revenue growth, a return to profitability with US$32.6 million in net income, and raised full-year revenue and earnings guidance, while continuing to invest heavily in AI-driven product development. At the same time, HubSpot is moving to open its entire CRM platform to external AI agents via full API access, a shift that could meaningfully change how customers and shareholders think about the power, risks, and...