U.S. Specialized REITs Stock News

In late April 2026, Artisan Partners Asset Management Inc. reported first-quarter revenue of US$303.0 million, a year-on-year increase alongside slightly lower net income, while also closing the acquisition of Grandview Property Partners to enter real estate private equity with about US$0.90 billion in additional assets under management. Management’s comments about an active mergers and acquisitions pipeline across differentiated credit, secondaries, and private credit suggest a broader...

Penumbra (PEN) has put fresh numbers on the table for Q1 2026, reporting revenue of US$374.8 million and basic EPS of US$0.83, anchored by trailing 12 month revenue of about US$1.5 billion and EPS of US$4.37 that follow a period of very large year over year earnings growth. The company has seen quarterly revenue move from US$324.1 million and EPS of US$1.02 in Q1 2025 to US$374.8 million and EPS of US$0.83 in Q1 2026. Over the same period, trailing 12 month revenue has moved from US$1.2...

First Advantage (FA) opened 2026 with Q1 revenue of $385.2 million and basic EPS of $0.01, while on a trailing twelve month basis revenue stood at about $1.6 billion with basic EPS of $0.05 and net income of $8.5 million, providing a clear snapshot of the recent earnings run rate. The company reported quarterly revenue increasing from $354.6 million in Q1 2025 to $385.2 million in Q1 2026, with basic EPS moving from a loss of $0.24 to a positive $0.01 over the same period. This places the...

Exzeo Group (XZO) opened 2026 with Q1 total revenue of US$58.0 million and basic EPS of US$0.22, alongside net income excluding extra items of US$19.8 million, setting the tone for another data heavy earnings season. The company has seen quarterly revenue move from US$29.3 million in Q3 2024 to US$44.7 million in Q4 2024, then to US$52.8 million in Q1 2025 and US$58.0 million in Q1 2026. Over the same periods, basic EPS shifted from US$0.07 to US$0.15, then US$0.22 and US$0.22 again, giving...

Ironwood Pharmaceuticals (IRWD) opened 2026 with Q1 revenue of US$106.5 million and basic EPS of US$0.25, alongside net income of US$40.8 million, putting fresh quarterly figures in front of a market that has been closely watching its profitability profile. Over the past year, the company has seen trailing twelve month revenue move between US$296.2 million and US$361.5 million while trailing EPS shifted from US$0.15 to US$0.63, giving investors a fuller picture of how earnings power has...

In late April 2026, Sandisk Corporation reported a sharp turnaround to quarterly net income of US$3.62 billion on sales of US$5.95 billion and issued fourth-quarter 2026 revenue guidance of US$7.75 billion to US$8.25 billion, alongside authorizing up to US$6.00 billion in share repurchases funded from operating cash flow. The earnings jump was fueled by surging NAND flash demand for AI and data center workloads, reinforced by multi-year supply contracts that aim to smooth out the company’s...

Lazard (NYSE:LAZ) has appointed Michael Ure as Senior Advisor to its energy and infrastructure advisory practice. The move is intended to support Lazard’s long term growth plans and its 2030 corporate strategy. Ure is expected to focus on power, energy, and infrastructure clients as the firm looks to deepen its advisory offering in these sectors. Lazard’s share price sits at $46.44, with the stock up 12.7% over the past month and 11.2% over the past year, while year to date it is down 6.6%...

For Q1 2026, AtriCure (ATRC) reported total revenue of US$141.2 million and basic EPS of about US$0.00, with net income excluding extra items at US$0.1 million. The trailing 12 months show revenue of US$552.2 million and a net loss of US$4.6 million with basic EPS of a US$0.10 loss. Over recent quarters, the company has seen revenue move from US$123.6 million in Q1 2025 to US$141.2 million in Q1 2026, while basic EPS has ranged from a loss of US$0.14 in Q1 2025 to about breakeven in the...

Haemonetics (HAE) has just wrapped up FY 2026 with fourth quarter revenue of US$346.4 million and a basic EPS loss of US$0.44, alongside trailing twelve month revenue of about US$1.33 billion and EPS of US$2.06. Over the last two reported years, quarterly revenue has moved within a tight band from US$321.4 million to US$348.5 million while basic EPS has ranged from US$0.71 to US$1.18 in profitable quarters, before the recent loss. With a trailing net profit margin of 7.3% affected by a one...

Green Plains (GPRE) opened 2026 with Q1 revenue of US$445.8 million and basic EPS of US$0.48, alongside net income of US$32.9 million, putting fresh numbers behind a stock that last traded around US$16.46. The company reported quarterly revenue of US$601.5 million and a basic EPS loss of US$1.14 in Q1 2025, compared with US$445.8 million in revenue and basic EPS of US$0.48 in Q1 2026, with net income shifting from a US$72.9 million loss to a US$32.9 million profit. This set of results gives...

Delcath Systems (DCTH) opened 2026 with Q1 revenue of about US$25.0 million and a basic EPS loss of roughly US$0.03, while trailing twelve month revenue stood at US$90.4 million and basic EPS was US$0.02. Over the past reported periods, quarterly revenue ranged from US$15.1 million in Q4 2024 to US$24.2 million in Q2 2025, with basic EPS moving between a loss of US$0.11 in Q4 2024 and a profit of US$0.08 in Q2 2025. This gives investors a clear view of how top line scale and profitability...

Q3 2026 earnings snapshot Madison Square Garden Entertainment (MSGE) has reported Q3 2026 results with revenue of US$246.3 million and basic EPS of US$0.11, while trailing 12 month figures show revenue of US$1.0 billion and basic EPS of US$1.03. The company has seen quarterly revenue move between US$242.5 million and US$459.9 million over the past six quarters, with basic EPS ranging from a loss of US$0.57 to a high of US$2.75. This gives investors a clearer view of how earnings have shifted...

Why Bentley Systems Stock Is On Investors’ Radar Bentley Systems (BSY) stock has been drawing attention after recent trading performance, with a 4.8% gain over the past day and a 3.1% move over the past week, prompting a closer look at its fundamentals. See our latest analysis for Bentley Systems. The recent 1 day share price return of 4.83% at US$33.62 comes after a weaker year to date share price return of 11.87% and a 1 year total shareholder return decline of 28.12%. This suggests short...

Allient (ALNT) opened Q1 2026 with revenue of US$138.9 million and basic EPS of US$0.32, alongside trailing 12 month revenue of US$560.6 million and basic EPS of US$1.43 that tie into a 142.7% earnings growth figure over the last year. The company has seen quarterly revenue move from US$132.8 million and EPS of US$0.21 in Q1 2025 to US$138.9 million and EPS of US$0.32 in Q1 2026, while trailing 12 month EPS rose from US$0.59 to US$1.43 over the same comparison points. This sets up a story...

Why Victoria's Secret Stock Is On Investors’ Radar Victoria's Secret (VSCO) shares have been under pressure recently, with the stock showing negative returns over the past week, month, and past 3 months, which is drawing fresh attention from value focused investors. See our latest analysis for Victoria's Secret. Despite the recent setbacks, the stock’s 1-year total shareholder return of about 141% and 3-year total shareholder return of about 86% contrast sharply with the weak 90-day share...

Why Hexcel’s New Bond Issue Matters For Equity Investors Hexcel (HXL) has just issued and completed a US$400 million fixed rate, callable senior unsecured note offering due May 15, 2031. This is a financing move that can reshape its capital structure. See our latest analysis for Hexcel. Hexcel’s new US$400 million bond issue comes as the stock trades at US$95.77, with a 30 day share price return of 19.80% and a 1 year total shareholder return of 86.24%, suggesting momentum has been building...

Houlihan Lokey (HLI) has just wrapped up FY 2026 with fourth quarter revenue of US$635.6 million and basic EPS of US$1.50. Trailing 12 month revenue came in at about US$2.6 billion and EPS at US$6.40. Over recent periods, revenue has moved between US$605.3 million and US$717.1 million per quarter, with quarterly EPS ranging from US$1.47 to US$1.84. Trailing 12 month EPS has stepped up from US$5.49 to US$6.40, giving investors a view of how the earnings base has evolved. With a trailing net...

Microchip Technology recently reported its fourth-quarter and full-year 2026 results, with quarterly sales rising to US$1,311.2 million and net income improving to US$144.2 million, and also announced new post-quantum-ready security controllers plus a capacity-expanding timing facility in Alabama. Together, these developments point to a company pairing a return to profitability with investment in advanced cybersecurity products and specialized timing manufacturing capabilities. We’ll now...

Icahn Enterprises (IEP) opened Q1 2026 with revenue of US$2,206 million and a basic EPS loss of US$0.71, while trailing 12 month figures show revenue of US$9.7 billion and a basic EPS loss of US$0.56. Over recent quarters the company has seen quarterly revenue move from US$1,868 million in Q1 2025 to US$2,206 million in Q1 2026, with basic EPS shifting from a loss of US$0.79 to a loss of US$0.71 as investors assess how margins may stabilize from these loss-making levels. See our full analysis...

American Homes 4 Rent (AMH) just posted Q1 2026 results with revenue of US$472.0 million and basic EPS of US$0.35, setting the tone for how investors read the latest move in profitability. Over recent quarters, revenue has moved from US$436.6 million in Q4 2024 to US$459.3 million in Q1 2025 and US$454.9 million in Q4 2025, while trailing 12 month EPS has shifted from US$1.08 in Q4 2024 to US$1.23 in Q1 2026. This provides a clear earnings backdrop as you weigh how sustainable the current...

Snap (SNAP) Q1 2026 earnings snapshot Snap (SNAP) kicked off 2026 with Q1 revenue of US$1.5 billion and a basic EPS loss of US$0.05 as the company continued to trade around US$5.98 a share. Over recent quarters, revenue has moved from US$1.36 billion in Q1 2025 to US$1.53 billion in Q1 2026, while basic EPS has moved between a loss of US$0.08 in Q1 2025, a small profit of US$0.03 in Q4 2025, and back to a modest loss this quarter. This has left investors focused on how quickly margins can...

MarketAxess Holdings (MKTX) opened 2026 with Q1 revenue of US$233.4 million and basic EPS of US$2.21, while trailing twelve month revenue stood at US$871.1 million and basic EPS at US$8.47. This gives investors a clear snapshot of current scale and earnings power. The company has seen quarterly revenue move from US$208.6 million in Q1 2025 to US$233.4 million in Q1 2026, with basic EPS shifting from US$0.40 to US$2.21 over the same period. This sits against a trailing net margin of 35.5%,...

Riley Exploration Permian (REPX) opened 2026 with Q1 revenue of US$113.9 million and a basic EPS loss of US$3.38, compared with Q1 2025 revenue of US$102.5 million and basic EPS of US$1.36, while trailing 12 month EPS sits at US$2.93 on revenue of US$403.4 million. Over recent quarters, the company has seen revenue move from US$85.4 million in Q2 2025 to US$97.3 million in Q4 2025 and then to US$113.9 million in Q1 2026. Basic EPS shifted from US$1.44 to US$4.04 before the latest quarterly...

ImmunityBio (IBRX) opened Q1 2026 with revenue of US$44.2 million and a basic EPS loss of US$0.62, alongside a net income loss of US$632.8 million, putting a sharp spotlight on how much cash the business is burning to drive its pipeline. The company has seen quarterly revenue move from US$7.6 million in Q4 2024 to US$16.5 million in Q1 2025, US$38.3 million in Q4 2025 and now US$44.2 million in Q1 2026, while quarterly basic EPS has stayed in loss territory over the same stretch. The key...