NYSE:KFY
NYSE:KFYProfessional Services

Should Korn Ferry’s LA28 Talent Role Reshape How KFY Investors View Its Competitive Positioning?

In January 2026, Korn Ferry announced it had become a Founding Partner and the Official Talent & Organizational Consulting Partner for the LA28 Olympic and Paralympic Games and Team USA, supporting the hiring, onboarding, and development of nearly 5,000 workers for the event. This partnership places Korn Ferry at the center of one of the world's most high-profile sporting stages, giving it a large-scale platform to showcase its talent, leadership, and organizational consulting...
NYSE:PH
NYSE:PHMachinery

Parker Hannifin (PH) Margin Improvement To 17.3% Tests High P/E Growth Narrative

Parker-Hannifin (PH) has posted another solid quarter, with Q2 2026 revenue of US$5.2b and basic EPS of US$6.70, anchored by net income of US$845m. The company has seen quarterly revenue move from US$4.7b in Q2 2025 to US$5.2b in Q2 2026, while basic EPS over the same quarters shifted from US$7.37 to US$6.70, giving investors a clear view of how the top line and per share earnings are tracking into the latest print. With net profit margin now reported at 17.3% versus 15.9% last year, the...
NYSE:CBNA
NYSE:CBNABanks

Chain Bridge Bancorp (CBNA) Margin Compression Reinforces Cautious Narratives Despite Solid FY 2025 Earnings

Chain Bridge Bancorp (CBNA) has wrapped up FY 2025 with fourth quarter revenue of US$14.7 million and basic EPS of US$0.81, backed by trailing twelve month revenue of US$55.5 million and EPS of US$3.08. Over the last twelve months, the company has seen revenue move from US$53.1 million to US$55.5 million and net income of US$20.9 million to US$20.2 million, while quarterly EPS ranged between US$0.70 and US$0.85 across 2025. With a trailing net profit margin of 36.5% and a Q4 net interest...
NYSE:DBD
NYSE:DBDTech

Does Diebold Nixdorf’s Earnings Beat In A Weak Hardware Cycle Change The Bull Case For DBD?

In its latest reported quarter, Diebold Nixdorf posted revenue growth of 2% year on year and exceeded analysts’ expectations on both earnings and sales, standing out in a generally weak hardware and infrastructure backdrop. This combination of modest top-line expansion and an earnings surprise has prompted investors to reassess how the company’s execution compares with sector peers that have found conditions more challenging. Next, we will examine how Diebold Nixdorf’s earnings beat,...
NasdaqGM:FMBH
NasdaqGM:FMBHBanks

First Mid Bancshares (FMBH) Margin Strength Reinforces Bullish Narratives Despite Soft Revenue Outlook

First Mid Bancshares (FMBH) has wrapped up FY 2025 with fourth quarter revenue of US$85.9 million and basic EPS of US$0.99, supported by quarterly net income of US$23.7 million. The trailing twelve month figures show revenue of US$339.3 million and EPS of US$3.84. Over recent periods the company has reported revenue of US$79.3 million in Q3 2024 and US$85.9 million in Q4 2025, with EPS over the same timeframe moving from US$0.81 to US$0.99 as trailing twelve month net income reached US$91.7...
NasdaqGS:ZS
NasdaqGS:ZSSoftware

Zscaler (ZS) Valuation Check After Launch Of AI Security Suite And 2026 AI Threat Report

Zscaler (ZS) is back in focus after launching its AI Security Suite alongside the 2026 AI Threat Report, which flagged critical vulnerabilities across all analyzed enterprise AI systems and rapidly exploitable weaknesses. See our latest analysis for Zscaler. Despite enthusiasm around the AI Security Suite launch, Zscaler’s recent share price returns have been weak, with a 30 day share price return of 11.78% and a 90 day share price return of 39.41%. Its 3 year total shareholder return of...
NasdaqGS:TXRH
NasdaqGS:TXRHHospitality

Texas Roadhouse (TXRH) Valuation Under The Spotlight As Rising Beef Costs Pressure Margins

Rising beef costs put Texas Roadhouse margins in focus Texas Roadhouse (TXRH) is back on investor watch as recent commentary highlights rising beef costs tied to historic cattle inventory lows and firm demand, raising fresh questions around near term margin pressure. See our latest analysis for Texas Roadhouse. The share price sits at US$184.02 after a 1 day share price return of 1.25%, following a softer 7 day share price return of 3.78% and a stronger 30 day share price return of 9.93%,...
OTCPK:BLHK
OTCPK:BLHKBanks

BlueHarbor Bank (OTCPK:BLHK) Net Margin Strength Reinforces Bullish Profitability Narratives

BlueHarbor Bank (OTCPK:BLHK) has wrapped up FY 2025 with fourth quarter total revenue of US$6.4 million and basic EPS of US$1.10, alongside trailing 12 month EPS of US$3.74 on revenue of US$23.6 million. Over the past year, total revenue has moved from US$18.8 million to US$23.6 million and trailing EPS has gone from US$2.31 to US$3.74, with net income on the same basis shifting from US$6.8 million to US$11.0 million. This gives investors a clear read on how profitability is flowing through...
NYSE:EXP
NYSE:EXPBasic Materials

Eagle Materials (EXP) Net Margin Compression Tests Bullish Undervaluation Narrative In Q3 2026

Eagle Materials (EXP) has put out its Q3 2026 scorecard, with revenue of US$556.0 million and basic EPS of US$3.23, while trailing twelve month figures show revenue of about US$2.3 billion and EPS of US$13.26. Over recent quarters the company has seen revenue move from US$558.0 million and EPS of US$3.59 in Q3 2025 to US$638.9 million and EPS of US$4.25 in Q2 2026, before landing at the latest Q3 run rate. This sets up the latest report against a backdrop of modest revenue momentum and...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

Allegro MicroSystems (ALGM) Q3 Profit Of US$8.3 Million Tests Ongoing Loss Narrative

Allegro MicroSystems (ALGM) just posted its Q3 2026 numbers, reporting revenue of US$229.21 million and EPS of US$0.04, with net income of US$8.30 million, as the stock trades around US$37.98. The company has seen quarterly revenue move from US$187.39 million in Q2 2025 to US$177.87 million in Q3 2025, then to US$192.82 million in Q4 2025, US$203.41 million in Q1 2026, US$214.29 million in Q2 2026 and now US$229.21 million in Q3 2026. Over that stretch, EPS ranged from a loss of US$0.18 in Q2...
NasdaqGM:LARK
NasdaqGM:LARKBanks

Net Interest Margin Expansion At Landmark Bancorp (LARK) Reinforces Bullish Profitability Narratives

Landmark Bancorp (LARK) has capped FY 2025 with fourth quarter total revenue of US$18.2 million and basic EPS of US$0.78, alongside trailing twelve month revenue of US$68.3 million and EPS of US$3.09 that reflect a 44.4% earnings uplift over the last year. The company has seen revenue move from US$58.2 million and EPS of US$2.15 on a trailing basis at the end of 2024 to US$68.3 million and EPS of US$3.09 by the end of 2025. The latest net income print of US$4.7 million puts profitability...
NYSE:BBT
NYSE:BBTBanks

Beacon Financial (BBT) Net Interest Margin Expansion Tests Bearish Narratives On Profitability

Beacon Financial (BBT) just closed FY 2025 with fourth quarter revenue of US$217.6 million and basic EPS of US$0.64, alongside trailing twelve month EPS of US$1.03 on revenue of US$511.6 million and a 31.4% earnings increase over the last year. The company has seen revenue move from US$333.6 million to US$511.6 million on a trailing basis while earnings shifted from US$68.7 million to US$90.3 million, with that progress partially shaped by a US$61.7 million one off loss in the period. Taken...
NYSE:OWL
NYSE:OWLCapital Markets

Blue Owl Capital Lawsuits Put Liquidity Disclosures And Valuation In Focus

Multiple shareholder class action lawsuits have been filed against Blue Owl Capital (NYSE:OWL). Claims focus on alleged false and misleading statements regarding liquidity and investor redemptions in its business development funds. The lawsuits also address disclosures tied to a proposed merger and the company’s share buyback practices. These actions raise questions about governance, disclosure quality, and potential regulatory scrutiny for the firm. Blue Owl Capital, a manager of...
NYSE:RGA
NYSE:RGAInsurance

Assessing Reinsurance Group of America (RGA) Valuation After Recent Share Price Moves

Reinsurance Group of America (RGA) is in focus after recent share price moves, with the stock last closing at $199.40. That puts recent performance and current valuation under closer scrutiny for investors. See our latest analysis for Reinsurance Group of America. RGA’s recent 1 day share price return of 1.35% and 90 day share price return of 9.28% sit against a 1 year total shareholder return decline of 12.09%, while the 5 year total shareholder return of 96.84% points to much stronger long...
NasdaqGS:LCID
NasdaqGS:LCIDAuto

Assessing Lucid Group (LCID) Valuation After Its Record 2026 NAF Winter Test Range Performance

Lucid Group (LCID) is back in focus after its Lucid Air Grand Touring covered 520 kilometers without recharging in the 2026 NAF Winter Test, in extreme cold conditions. See our latest analysis for Lucid Group. That winter range result lands after a choppy period for the stock, with the latest share price at $11.33 and a 30 day share price return of 3.94% against a 90 day decline of 36.17%. Over a longer horizon, total shareholder return shows a 1 year loss of 58.35% and a 3 year loss of...
NYSE:SO
NYSE:SOElectric Utilities

Winter Storm Fern Tests Southern’s Grid Resilience And Investor Thesis

Georgia Power, a Southern (NYSE:SO) subsidiary, restored service to over 214,000 customers after Winter Storm Fern. The utility also prepared its system and operations for extreme cold and elevated electricity demand following the storm. These actions highlight the company’s ability to keep critical power services running during severe weather events. For investors watching Southern at a share price of $89.14, this update goes beyond routine storm repair and provides insight into how the...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Netflix’s $82.7b Warner Deal Tests Growth Story And Investor Nerves

Netflix has agreed to acquire Warner Bros. Discovery in an all cash deal valued at $82.7b. The announcement has prompted regulatory reviews in the US and UK focused on competition and market concentration. Competing bids from other large media and tech groups are reported to be in play, adding uncertainty to the final outcome. For Netflix, ticker NasdaqGS:NFLX, this news follows a mixed share price performance. The stock is trading at $83.16, with a 3 year return of 126.7% and a 5 year...
NYSE:INGR
NYSE:INGRFood

Did Ingredion’s (INGR) Planned CFO Exit Amid Weaker Demand Just Reframe Its Investment Narrative?

Ingredion announced that Executive Vice President and Chief Financial Officer James Gray will retire effective March 31, 2026, with the company reviewing its succession plan and intending to name his successor after his departure. This planned leadership transition comes at a time when Ingredion is contending with weaker demand, declining revenues, and muted analyst expectations for growth. We’ll examine how the planned CFO transition, amid already pressured demand and revenues, could...
NYSE:SNX
NYSE:SNXElectronic

TD SYNNEX (SNX) Is Up 6.2% After Launching AI Claims Tool With Iterate.ai And HPE

Iterate.ai, together with TD SYNNEX, recently launched Generate for Healthcare, an AI-powered solution sold through TD SYNNEX’s distribution network to help hospital systems recover unpaid and underpaid insurance claims using HPE and NVIDIA infrastructure. By operating directly at the EMR file level across fragmented hospital systems and automating tasks like Letters of Medical Necessity, the platform highlights TD SYNNEX’s role in turning complex AI technologies into practical,...
NYSE:LNG
NYSE:LNGOil and Gas

Fresh Look At Cheniere Energy (LNG) Valuation After Recent Share Price Strength

Fresh look at Cheniere Energy after recent share performance Cheniere Energy (LNG) has drawn fresh attention after a recent share move, with the stock up around 10% over the past month and modestly positive over the past 3 months. See our latest analysis for Cheniere Energy. At a share price of $212.99, Cheniere Energy’s recent 1 month share price return of 10.11% and year to date share price return of 7.68% contrast with a 1 year total shareholder return decline of 6.62%. The 3 year and 5...
OTCPK:CSBB
OTCPK:CSBBBanks

CSB Bancorp (OTCPK:CSBB) Net Margin Strength Reinforces Bullish Narratives Despite Softer Q4 EPS

CSB Bancorp (CSBB) has just wrapped up FY 2025 with fourth quarter revenue of US$9.5 million and EPS of US$0.71, framing a year where trailing twelve month revenue reached US$44.3 million and EPS came in at US$5.07. Over recent periods, revenue has moved from US$9.1 million in Q4 FY 2024 to US$9.5 million in Q4 FY 2025, while quarterly EPS shifted from US$0.87 to US$0.71, setting the backdrop for trailing net income of US$13.4 million. Taken together with an earnings growth figure of 33.5%...
NasdaqGS:LSTR
NasdaqGS:LSTRTransportation

Landstar System (LSTR) Margin Compression Challenges Bullish Earnings Growth Narrative

Landstar System (LSTR) has wrapped up FY 2025 with fourth quarter revenue of US$1,177.5 million and basic EPS of US$0.70, alongside net income of US$23.9 million, giving investors a clear read on how the year closed out. Over the past two reported fourth quarters, revenue moved from US$1,213.2 million in FY 2024 to US$1,177.5 million in FY 2025, while basic EPS shifted from US$1.31 to US$0.70. This frames a year where the top line held relatively steady but earnings compressed. With trailing...
NYSE:LII
NYSE:LIIBuilding

Should Lennox’s Record 2025 Margins Offset a Weak Quarter for Lennox International (LII) Investors?

Lennox International reported past full-year 2025 results showing sales of US$5,195.3 million and net income of US$805.8 million, alongside a fourth-quarter revenue decline of 11.2% and lower operating margin that missed analyst expectations. Despite the weak quarter, the company achieved record annual margins above 20% for the first time and guided to approximately 6%–7% revenue growth in 2026, supported in part by acquisitions and cost actions. Next, we will examine how the combination of...
NYSE:SBSI
NYSE:SBSIBanks

Southside Bancshares (SBSI) Margin Compression Challenges Bullish Growth And Valuation Narratives

Southside Bancshares (SBSI) has wrapped up FY 2025 with fourth quarter revenue of US$62.2 million and basic EPS of US$0.70, alongside trailing twelve month revenue of US$234.0 million and EPS of US$2.30. Over recent periods the company has seen quarterly revenue move from US$64.6 million in Q4 2024 to US$62.2 million in Q4 2025, with basic EPS shifting from US$0.72 to US$0.70, setting a measured backdrop for the latest FY 2025 report and the bank’s 29.6% net profit margin. For investors, the...