U.S. Specialized REITs Stock News

Friedman Industries Q3 2026 Earnings Snapshot Friedman Industries (FRD) has reported Q3 2026 results with total revenue of US$168.0 million, net income of US$3.0 million and basic EPS of US$0.43, setting the tone for another data heavy quarter for investors to assess. The company has seen quarterly revenue move from US$106.8 million in Q2 2025 to US$94.1 million in Q3 2025, then to US$129.2 million in Q4 2025, US$134.8 million in Q1 2026, US$152.4 million in Q2 2026 and US$168.0 million in Q3...

Arrowhead Pharmaceuticals (NasdaqGS:ARWR) has been added to the S&P 400 index and its related sector indices. At the same time, the company has been removed from the S&P 600 index, shifting its classification within the S&P family. This index change reflects a reclassification of Arrowhead's market standing and may affect how index funds and ETFs hold the stock. Arrowhead Pharmaceuticals focuses on RNA interference based therapies, an area that has attracted steady attention as drug...

In the past week, Fastly drew attention ahead of its latest earnings release, with analysts reiterating forecasts after the company previously reported US$158.2 million in quarterly revenue, up 15.3% year on year and above expectations. Recent analyst commentary has highlighted steady estimates, a generally cautious but positive tone on traffic growth and pricing, and Fastly’s record of usually meeting or beating revenue forecasts as key reasons investors are closely watching the upcoming...

Goodyear Tire & Rubber (GT) has wrapped up FY 2025 with fourth quarter revenue of US$4.9 billion and basic EPS of US$0.36, alongside net income excluding extra items of US$105 million. This sets a clear marker after a volatile year for earnings. Over the past six quarters, revenue has moved in a relatively tight band between US$4.3 billion and just under US$5.0 billion. Quarterly basic EPS has swung from a loss of US$7.62 in Q3 2025 to positive readings in Q1, Q2 and Q4, giving you a mixed...

Masco (MAS) closed out FY 2025 with fourth quarter revenue of US$1.8 billion and basic EPS of US$0.81, alongside net income of US$165 million, setting the tone for how the full year’s performance lands with investors. Over the past four quarters, the company has seen revenue move from US$7.8 billion on a trailing basis in Q4 2024 to US$7.6 billion in Q4 2025, while trailing EPS shifted from US$3.77 to US$3.88. This provides a clear view of how the top and bottom lines have been tracking...

Lumen Technologies recently appointed former Cisco executive Jeff Sharritts as Executive Vice President and Chief Revenue Officer, while also reporting fourth-quarter 2025 sales of US$3,041 million and a net loss of US$2 million, alongside full-year 2025 sales of US$12.40 billion and a net loss of US$1.74 billion. This combination of a high-profile commercial leadership change and a move from prior profitability to continued losses highlights both execution challenges and efforts to reshape...

Jim Cramer recently highlighted Atlassian (NasdaqGS:TEAM) as a potentially undervalued software stock after a strong earnings beat and updated company guidance. The company reported results that outperformed expectations and management issued improved guidance, drawing positive attention from market commentators and analysts. At the same time, insider selling activity at Atlassian has picked up, which may prompt questions about how insiders view the current share price. The mix of public...

Enanta Pharmaceuticals Q1 2026 Earnings Snapshot Enanta Pharmaceuticals (ENTA) opened its 2026 financial year with Q1 revenue of US$18.6 million and a basic EPS loss of US$0.42, alongside a net income loss of US$11.9 million, setting a clear tone for where the business is today. The company has seen quarterly revenue fluctuate in a tight band between US$14.6 million and US$18.6 million over the last six reported periods, while basic EPS losses have ranged from about US$0.42 to US$1.36. This...

CTS (CTS) just closed out FY 2025 with fourth quarter revenue of US$137.3 million and basic EPS of US$0.68, capping a trailing twelve month run of US$541.3 million in revenue and EPS of US$2.21 that has supported 12.4% earnings growth over the past year. Over the last few quarters, revenue has moved from US$127.4 million in Q4 2024 to US$137.3 million in Q4 2025, while quarterly EPS has shifted from US$0.45 to US$0.68, against a backdrop of net margins stepping up from 11.3% to 12.1%...

In the first quarter ended January 2, 2026, MACOM Technology Solutions Holdings reported sales of US$271.61 million and net income of US$48.77 million, reversing a prior-year net loss and turning last year’s loss per share from continuing operations into earnings of US$0.64–US$0.65. Alongside this sharp swing back to profitability, MACOM issued revenue guidance of US$281 million to US$289 million for the April 3, 2026 quarter, signaling management confidence after a period of weaker...

Southwest Airlines (LUV) is back in focus after Directors C. David Cush and Gregg A. Saretsky submitted their resignations from the Board, and the company plans to shrink the Board to 11 members. See our latest analysis for Southwest Airlines. Those board changes come after a busy few weeks for Southwest Airlines, including its latest earnings release, 2026 guidance and a reaffirmed quarterly dividend, all against a strong run in the shares. The current share price of $54.07 sits on top of a...

Pharvaris recently announced that six abstracts featuring its lead candidate deucrictibant for hereditary angioedema, including first-time pivotal Phase 3 RAPIDe-3 data and final Phase 2 CHAPTER-1 results, were accepted for poster presentation at the 2026 American Academy of Allergy, Asthma & Immunology Annual Meeting. This wave of data disclosures, spanning on-demand treatment, prophylaxis, and an extended-release tablet formulation, concentrates investor attention on Pharvaris’s effort to...

If you are looking at Best Buy and wondering whether the recent share price tells the full story about its value, you are not alone. The stock closed at US$68.04, with a 3.8% gain over the last 7 days, a 3.6% decline over 30 days, a 1.6% decline year to date, and an 18.5% decline over 1 year. The 3 year and 5 year returns sit at 11.0% and 30.2% declines respectively. These mixed returns have kept investors focused on how the market is reacting to ongoing shifts in consumer electronics demand...

Duke Energy FY 2025 Earnings Snapshot Duke Energy (DUK) has just wrapped up FY 2025 with Q4 revenue of US$7.9b and basic EPS of US$1.50, while its trailing twelve month figures came in at US$32.2b of revenue and EPS of US$6.32, supported by net income from ongoing operations of US$4.9b. Over recent quarters, the company has seen revenue move from US$6.9b in Q4 2024 to US$7.9b in Q4 2025, with quarterly EPS ranging between US$1.25 and US$1.81 during FY 2025. This sets up a story where...

Ecolab (ECL) has wrapped up FY 2025 with fourth quarter revenue of US$4.2 billion and basic EPS of US$2.00, alongside net income of US$563.9 million. This capped a year in which trailing twelve month revenue came in at US$16.1 billion and EPS reached US$7.33. Over the past few quarters, the company has seen quarterly revenue range from US$3.7 billion to US$4.2 billion and basic EPS move between US$1.42 and US$2.06, while trailing twelve month EPS has stayed above US$7.00. With a 12.9% net...

XPLR Infrastructure (XIFR) has wrapped up FY 2025 with fourth quarter revenue of US$249 million and basic EPS of US$0.31, while the trailing twelve months show total revenue of US$1.19 billion and basic EPS of US$0.10. Over recent quarters, revenue has moved between US$282 million and US$342 million, with basic EPS ranging from a loss of US$1.05 to a profit of US$0.84, as trailing net income excluding extra items shifted to a modest profit of US$9 million. For investors, a key question now is...

UDR (UDR) has put fresh numbers on the table for FY 2025, with fourth quarter revenue at US$438.0 million and basic EPS of US$0.67, while funds from operations sat at US$219.3 million, or US$0.62 per share. The company has seen quarterly revenue move between US$427.8 million and US$445.9 million over the last year, with EPS ranging from US$0.11 to US$0.67, giving investors a clear read on how reported earnings and cash generation from operations are tracking through the period. Overall,...

LGI Homes recently reported that it closed 218 homes in January 2026, including 16 leased single-family rental homes, and ended the month with 140 active selling communities. The company also unveiled its Monte Vista Collection community near Modesto, California, featuring five single-story floor plans, four of which are brand-new designs bundled with its CompleteHome Plus™ upgrade package at no additional cost. Next, we’ll examine how January’s closings data and the Monte Vista community...

On 5 February 2026, Tower Semiconductor announced it is scaling AI infrastructure deployments with high‑performance silicon photonics for 1.6T data center optical modules designed for NVIDIA networking protocols, aiming to boost bandwidth and throughput for AI data center connectivity. A key implication is that Tower’s silicon photonics platform, now aligned with NVIDIA’s networking stack, could make the foundry a more central supplier for high-speed optical interconnects in AI, data center...

Radiant Logistics (RLGT) just posted its Q2 2026 numbers, reporting revenue of US$232.1 million and basic EPS of US$0.11, alongside net income of US$5.3 million. The company’s revenue moved from US$264.5 million in Q2 2025 to US$232.1 million in Q2 2026, while basic EPS shifted from US$0.14 to US$0.11 over the same period. This sets a clear context for how the business is currently trading through the cycle. With trailing twelve month net profit margin sitting at 1.6%, investors may focus on...

KBIS product launches put Whirlpool’s tech story in focus Whirlpool (WHR) is putting its KitchenAid brand front and center at the Kitchen and Bath Industry Show, highlighting wall ovens with an Intelligent Cooking Camera, AI-enabled refrigerators with hands-free auto fill, and dishwashers with upgraded drying technology. See our latest analysis for Whirlpool. All this product news is landing while Whirlpool’s share price has climbed, with a 36.7% 90 day share price return and 22.3% year to...

KAYAK appointed Peer Bueller as CEO, following several years in finance and operations roles at the company. Co founder and long time CEO Steve Hafner will move into an AI focused leadership role at parent company Booking Holdings, NasdaqGS:BKNG. The transition reshapes leadership at KAYAK while highlighting Booking Holdings' growing focus on AI driven product development. For you as an investor watching NasdaqGS:BKNG, this shift sits at the intersection of online travel, metasearch tools,...

Medpace Holdings (MEDP) FY 2025 Earnings Snapshot Medpace Holdings (MEDP) has wrapped up FY 2025 with fourth quarter revenue of US$708.5 million and basic EPS of US$4.78, while trailing twelve month revenue sits at US$2.5 billion with EPS of US$15.64, setting a clear benchmark for the latest results. Over the past six reported quarters, revenue has moved from US$533.3 million in Q3 2024 to US$708.5 million in Q4 2025, while quarterly basic EPS has ranged from US$3.11 to US$4.78, giving...

In the fourth quarter of 2025, VICI Properties agreed to acquire seven casino properties, marking its entry into the Las Vegas Locals market, the second-largest gaming market in the U.S. This move expands VICI’s footprint beyond the Las Vegas Strip into a recurring, local customer base, potentially reshaping the mix of its experiential real estate exposure. We’ll now examine how VICI’s move into the Las Vegas Locals market could influence its existing investment narrative and risk...