U.S. Water Utilities Stock News

NYSE:AAT
NYSE:AATREITs

Dividend Steady as Profit Drops Could Be A Game Changer For American Assets Trust (AAT)

In April 2026, American Assets Trust, Inc. reported first-quarter results showing revenue rising to US$110.59 million while net income dropped sharply to US$5.13 million, and it declared a second-quarter dividend of US$0.340 per share payable on June 18, 2026. The combination of higher revenue but much lower earnings, alongside the continued cash dividend, highlights pressure on profitability even as management maintains shareholder payouts. Next, we will explore how this sharp net income...
NasdaqGS:CACC
NasdaqGS:CACCConsumer Finance

Credit Acceptance (CACC) Q1 EPS Jump Challenges Long Term Profitability Concerns

Credit Acceptance (CACC) has opened 2026 with Q1 revenue of US$332 million and basic EPS of US$12.64, while trailing 12 month revenue sits at US$1.28 billion and EPS at US$40.80, against a share price of US$539.93. Over recent periods, revenue has moved from US$294.5 million and EPS of US$8.79 in Q1 2025 to US$332 million and EPS of US$12.64 in Q1 2026. This has occurred alongside trailing 12 month revenue rising from US$993.2 million and EPS of US$23.71 to US$1.28 billion and US$40.80. The...
NYSE:GEO
NYSE:GEOCommercial Services

GEO Group (GEO) One Off Gain Lifts Margins And Tests Bullish Profitability Narrative

GEO Group (GEO) has opened Q1 2026 with total revenue of US$705.2 million and basic EPS of US$0.29, alongside net income excluding extra items of US$38.3 million as the latest quarter hits the tape. Over the past year, the company has seen quarterly revenue move from US$604.6 million and EPS of US$0.14 in Q1 2025 to US$705.2 million and EPS of US$0.29 in Q1 2026, while trailing twelve month EPS reached US$2.00 on net income of US$273.1 million. Net profit margin improved to 10% from 1.3%,...
NasdaqGS:MASI
NasdaqGS:MASIMedical Equipment

Masimo (MASI) Net Margin Recovery Reinforces Bullish Earnings Narratives In Q1 2026

Masimo (MASI) has opened Q1 2026 with revenue of US$403.6 million and basic EPS of US$1.08, while on a trailing 12 month basis EPS sits at US$4.08 and revenue at US$1.56 billion. This sets a clear earnings season snapshot for investors watching the stock around US$178.49. Over the past few quarters the company has seen revenue move from US$368.4 million in Q4 2024 to US$372.0 million in Q1 2025 and US$403.6 million in Q1 2026. Basic EPS has shifted from a loss of US$1.21 in Q4 2024 to US$0.87...
NYSE:KVYO
NYSE:KVYOSoftware

Klaviyo (KVYO) Posts Fourth Straight Quarterly Profit Testing Bearish Profitability Concerns

Klaviyo (KVYO) opened 2026 with Q1 revenue of US$358.0 million, basic EPS of US$0.03 and net income of US$9.0 million, setting a clear marker for its latest quarter. The company has seen revenue move from US$279.8 million and a basic EPS loss of US$0.05 in Q1 2025 to US$358.0 million and basic EPS of US$0.03 in Q1 2026. Trailing twelve month revenue stands at about US$1.3 billion alongside a small net loss of US$8.6 million, which puts the spotlight firmly on how quickly margins can continue...
NasdaqGS:LIVN
NasdaqGS:LIVNMedical Equipment

LivaNova (LIVN) Profit Return And 33.8x P E Test Bullish Narratives

LivaNova (LIVN) opened Q1 2026 with revenue of US$362.3 million and basic EPS of US$0.41, while trailing twelve month revenue stood at US$1.4 billion and basic EPS at US$1.96. Together, these figures frame a year in which the company moved back into positive earnings territory. Over recent quarters, revenue has shifted from US$316.9 million in Q1 2025 to US$362.3 million in Q1 2026, with quarterly basic EPS moving from a loss of US$6.01 to a profit of US$0.41. This points to a cleaner...
NasdaqCM:ESTA
NasdaqCM:ESTAMedical Equipment

Establishment Labs (ESTA) Is Up 8.6% After Revenue Jumps And Loss Narrows In Q1 2026

Establishment Labs Holdings Inc. reported its first quarter 2026 results on May 6, 2026, with sales rising to US$59.88 million from US$41.38 million a year earlier and net loss narrowing to US$13.38 million, while loss per share from continuing operations improved to US$0.45 from US$0.70. The combination of stronger revenue and a smaller loss suggests improving operating efficiency, arriving shortly after the company secured a US$300 million senior secured term loan facility to refinance...
NYSE:CE
NYSE:CEChemicals

Celanese Q1 2026 Profit Challenges Bearish Narratives Around Prolonged Losses

Celanese (CE) just posted Q1 2026 results with revenue of US$2.3 billion and basic EPS of US$0.41, while trailing twelve month figures show revenue of US$9.5 billion and a basic EPS loss of US$9.85. Over recent quarters, revenue has ranged between US$2.2 billion and US$2.5 billion, with basic EPS swinging from a loss of US$17.55 in Q4 2024 to a profit of US$1.86 in Q2 2025 and a loss of US$12.39 in Q3 2025. This underscores how volatile margins have been for shareholders tracking the story...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Super Micro Computer Q3 Margins At 3.7% Test Bullish Growth Narratives

Super Micro Computer (SMCI) just posted its Q3 2026 report with revenue of US$10.2b and basic EPS of US$0.81, setting the stage for investors to weigh top line scale against profit per share. The company has seen quarterly revenue range from US$5.0b in Q1 2026 to US$12.7b in Q2 2026, while basic EPS moved from US$0.18 in Q3 2025 to US$0.81 in the latest quarter, giving a clear view of how sales and earnings per share have tracked each other across recent periods. With trailing net profit...
NYSE:NATL
NYSE:NATLDiversified Financial

Should NCR Atleos' Q1 2026 ATMaaS Gains Shape a New Narrative for NATL Investors?

NCR Atleos Corporation has reported its first-quarter 2026 results, with revenue rising to US$1,043 million and net income reaching US$22 million, alongside a renewed ATMaaS contract to manage 22 ATMs across Castle Leisure’s 11 UK venues. The combination of higher quarterly earnings per share and the Castle Leisure extension underscores how NCR Atleos is deepening its ATM-as-a-Service footprint while improving profitability. Next, we’ll examine how this first-quarter earnings improvement...
NYSE:FOUR
NYSE:FOURDiversified Financial

Should New Wrigley Field and Inter Miami Stadium Wins Require Action From Shift4 Payments (FOUR) Investors?

In late April 2026, Shift4 Payments and its venue partners announced new deals to power payments and commerce at Wrigley Field and Inter Miami CF’s Nu Stadium, extending Shift4’s integrated technology across concessions, retail, ticketing, and surrounding entertainment areas. By embedding its end-to-end payment systems into these high-traffic sports venues across baseball and soccer, Shift4 is deepening its presence in live-event commerce and reinforcing its role in shaping how fans pay and...
NasdaqGS:MAR
NasdaqGS:MARHospitality

Marriott International (MAR) Q1 Net Margin Slip Tests Bullish Profitability Narrative

Marriott International (MAR) opened 2026 with Q1 revenue of US$6.7b and basic EPS of US$2.44, supported by net income of US$648m. The company has seen quarterly revenue move from US$1,608m in Q1 2025 to US$6,654m in Q1 2026, while basic EPS over that same stretch ranged between about US$1.66 and US$2.78 before landing at US$2.44 most recently. This sets up a results season where top line scale and earnings power sit firmly in focus for investors watching how margins hold up. See our full...
NYSE:WEAV
NYSE:WEAVSoftware

Weave Communications Q1 Loss Reinforces Market Concerns About Prolonged Unprofitability

Weave Communications (WEAV) just posted its Q1 2026 numbers, with revenue of US$65.5 million, a basic EPS loss of US$0.07, and net income loss of US$5.77 million setting the tone for the quarter. Over the past year, the company has seen quarterly revenue move from US$55.8 million in Q1 2025 to US$65.5 million in Q1 2026, while basic EPS losses have ranged between roughly US$0.02 and US$0.12 per quarter. For you as an investor, the story this quarter is about a business adding revenue while...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

F5 (FFIV) Net Margin At 22% Tests Bulls’ High‑Growth Narrative

F5 (FFIV) has put fresh numbers on the board for Q2 2026, reporting revenue of US$811.7 million and basic EPS of US$2.61, with trailing 12 month EPS at US$12.33 on revenue of US$3.2 billion. Over recent quarters the company has seen revenue move from US$731.1 million and EPS of US$2.51 in Q2 2025 to US$810.1 million and EPS of US$3.30 in Q4 2025, before landing at the latest Q2 2026 levels. This sets up the latest release as a check in on how earnings growth and margins are holding up. See...
NasdaqGS:HUT
NasdaqGS:HUTSoftware

Hut 8 (HUT) Q1 Loss Of US$219.8 Million Tests Bullish Growth Narratives

Hut 8 (HUT) opened 2026 with Q1 revenue of US$71.0 million, a basic EPS loss of US$1.98, and a net loss excluding extra items of US$219.8 million. On a trailing 12‑month basis, revenue stood at US$284.3 million and basic EPS was a loss of US$2.90 on a US$311.4 million net loss. Over recent quarters the company has seen revenue move from US$21.8 million in Q1 2025 to US$88.5 million in Q4 2025 before landing at US$71.0 million in Q1 2026. This came alongside basic EPS that has swung between a...
NYSE:HTGC
NYSE:HTGCCapital Markets

Hercules Capital (HTGC) Earnings Growth Slowdown Tests Bullish Margin Expansion Narrative

How Hercules Capital's Latest Numbers Set the Stage for the Current Debate Hercules Capital (HTGC) has opened 2026 with Q1 revenue of US$141.5 million and basic EPS of US$0.23, alongside trailing twelve month revenue of US$554.5 million and EPS of US$1.83 that reflect the strong 49.4% earnings growth recorded over the past year. Over recent quarters the company has seen revenue move from US$119.5 million in Q1 2025 to US$141.5 million in Q1 2026, with quarterly EPS ranging from US$0.29 to...
NYSE:UNM
NYSE:UNMInsurance

A Look At Unum Group (UNM) Valuation After Strong First Quarter Earnings And EPS Growth

Unum Group (UNM) has been in focus after reporting first quarter 2026 results, with revenue of US$3,355.2 million and net income of US$232 million, alongside higher earnings per share versus a year earlier. See our latest analysis for Unum Group. At a share price of US$80.29, Unum Group has seen a 30 day share price return of 5.87% and a 90 day share price return of 6.12%. Its 3 year total shareholder return of 96.88% and 5 year total shareholder return of 223.37% point to solid longer term...
NYSE:O
NYSE:ORetail REITs

How Strong Q1 2026 Earnings and a 113th Dividend Hike Will Impact Realty Income (O) Investors

Realty Income Corporation has already reported its first-quarter 2026 results, posting sales of US$1,440.82 million, revenue of US$1,548.73 million, and net income of US$311.77 million, with basic and diluted EPS from continuing operations of US$0.33, all higher than a year earlier. The company paired this earnings strength with its 113th consecutive quarterly dividend increase and ongoing high occupancy, underlining its role as a consistent monthly income vehicle for dividend-focused...
NYSE:AMWL
NYSE:AMWLHealthcare Services

American Well Q1 Loss Improvement Reinforces Bullish Margin Narrative Despite Shrinking Revenue Base

American Well Q1 2026 earnings snapshot American Well (AMWL) opened 2026 with Q1 revenue of US$54.9 million and a basic EPS loss of US$0.66, alongside a trailing twelve month EPS loss of US$5.40 on revenue of US$237.4 million. The company reported a change in quarterly revenue from US$66.8 million in Q1 2025 to US$54.9 million in Q1 2026, while quarterly EPS losses across that period have ranged between about US$0.66 and US$2.77. These figures provide the context for assessing current...
NYSE:IONQ
NYSE:IONQTech

IonQ’s Valuation After Surging First Quarter Revenue And Upgraded Full Year Guidance

IonQ (IONQ) just posted a first quarter that grabbed investor attention, with sales of US$64.67 million and net income of US$805.36 million, prompting a sharp lift in full year revenue guidance. See our latest analysis for IonQ. The earnings surprise and guidance lift have come on top of sharp recent gains, with a 1 month share price return of 79.79% and a 1 year total shareholder return of 80.40%, while the 3 year total shareholder return stands at about 7x, pointing to strong long term...
NYSE:IQV
NYSE:IQVLife Sciences

IQVIA Holdings (IQV) Earnings Growth And 8.3% Margin Keep Backlog Narrative In Question

IQVIA Holdings (IQV) Q1 2026 earnings snapshot IQVIA Holdings (IQV) opened 2026 with Q1 revenue of about US$4.2b and basic EPS of US$1.63, setting the tone for how its earnings profile is evolving after a year in which trailing 12 month EPS came in at US$8.14 on revenue of about US$16.6b. Over the last five reported quarters, the company has seen quarterly revenue move from US$3.8b in Q1 2025 to US$4.2b in Q1 2026, while basic EPS across those prints has ranged between US$1.42 and US$3.02,...
NYSE:KBR
NYSE:KBRProfessional Services

Should New LOGCAP V Wins And Steady Q1 Results Require Action From KBR (KBR) Investors?

KBR’s first-quarter 2026 results, reported on May 5, showed sales of US$1,923 million and net income of US$102 million, with earnings per share slightly lower than a year earlier. Alongside earnings, KBR’s Mission Technology Solutions arm secured several large U.S. government contracts, including US$449 million in LOGCAP V task order modifications and new multi-year awards that expand its AI-enabled defense and transportation work. We’ll now explore how these new U.S. Army LOGCAP V awards...
NasdaqGS:TEAM
NasdaqGS:TEAMSoftware

Atlassian (TEAM) Is Up 26.0% After AI-Fueled Q3 Beat And Strong 2026 Margin Outlook

In late April 2026, Atlassian reported third-quarter revenue of US$1,786.97 million, up from US$1,356.72 million a year earlier, while recording a net loss of US$98.39 million and guiding to fourth-quarter revenue of about US$1,653–1,661 million with a modest GAAP operating margin and much higher non-GAAP margin expectations for 2026. Alongside these results, Atlassian highlighted accelerating adoption of its AI-native platform, expanding cloud and data-center usage, and deeper partner...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

Silicon Laboratories (SLAB) Q1 Loss Narrows Challenging Long‑Running Bearish Profitability Narrative

Silicon Laboratories (SLAB) opened Q1 2026 with revenue of US$213.5 million and a basic EPS loss of US$0.48, as net income excluding extra items came in at a loss of US$15.9 million. The company has seen quarterly revenue move from US$166.2 million in Q4 2024 to US$177.7 million in Q1 2025, then to US$213.5 million in Q1 2026. Over the same quarters, EPS shifted from a loss of US$0.73 to a loss of US$0.94 and then to a loss of US$0.48. For investors, the key question is whether this top line...