U.S. Water Utilities Stock News

NasdaqGS:SENE.A
NasdaqGS:SENE.AFood

Seneca Foods (SENE.A) Margin Rebound Challenges Longstanding Bearish Earnings Narratives

Seneca Foods (SENE.A) has put up a punchy Q3 2026 print, with revenue of US$508.3 million and basic EPS of US$6.55, alongside trailing 12 month revenue of US$1.6 billion and EPS of US$13.11 that reflect the strong 134.8% earnings growth reported over the past year. The company has seen revenue move from US$502.9 million and EPS of US$2.12 in Q3 2025 to US$508.3 million and EPS of US$6.55 in Q3 2026, and those results sit on top of a trailing net profit margin that improved to 5.6% from 2.5% a...
NYSE:HTH
NYSE:HTHBanks

Hilltop Holdings (HTH) Lifts Dividend and Buybacks Is This Capital Return Mix Truly Investor Friendly?

Hilltop Holdings Inc. recently reported fourth-quarter and full-year 2025 results, showing higher net interest income and net income year-over-year, while also disclosing increased net charge-offs in the fourth quarter. On the same day, the board approved an 11% increase in the quarterly dividend to US$0.20 per share and authorized a new US$125 million share repurchase program following the completion of a prior buyback covering 9.05% of shares. We’ll now examine how the dividend hike and...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Linde (LIN) Margin Hold At 20.3% Tests Bullish Profit Growth Narratives

Linde (LIN) closed out FY 2025 with Q4 revenue of US$8.8b and basic EPS of US$3.28, alongside trailing twelve month revenue of US$34.0b and EPS of US$14.69 that frame a steady earnings profile through the year. The company has seen quarterly revenue range from US$8.1b to US$8.8b and basic EPS move between US$3.28 and US$4.11 across 2025, giving investors a clear view of how the topline and per share earnings have tracked into the latest print. With net profit margins at 20.3% and edging...
NYSE:GHM
NYSE:GHMMachinery

Graham (GHM) Earnings Growth And 6.3% Margin Test Bullish Narratives

Graham (GHM) has posted Q3 2026 revenue of US$56.7 million with basic EPS of US$0.26, alongside trailing twelve month revenue of US$237.6 million and EPS of US$1.36, giving investors a clear view of both the latest quarter and the broader run rate. Over recent quarters the company has seen revenue move from US$47.0 million in Q3 2025 to US$56.7 million in Q3 2026, while quarterly EPS shifted from US$0.15 to US$0.26 and trailing net income reached US$14.9 million. This sets up the results as a...
NYSE:DHR
NYSE:DHRLife Sciences

Do Danaher’s Bioprocessing Gains and Buybacks Reveal a Sharper Strategic Focus for DHR?

Danaher Corporation recently reported full-year 2025 results, with sales rising to US$24.57 billion while net income and earnings per share from continuing operations declined modestly versus the prior year. Management pointed to resilient demand in bioprocessing consumables and diagnostics, alongside renewed share buybacks and 2026 guidance, underscoring its focus on innovation and productivity amid muted but stable research funding. We’ll now explore how Danaher’s emphasis on bioprocessing...
NYSE:IRT
NYSE:IRTResidential REITs

Is Independence Realty Trust (IRT) Offering Value After Recent Share Price Weakness?

If you are wondering whether Independence Realty Trust is attractively priced right now, you are not alone. This article focuses squarely on what you might be paying for each dollar of its fundamentals. The share price last closed at US$16.60, with returns of a 0.6% decline over 7 days, a 4.0% decline over 30 days, a 5.7% decline year to date and a 13.4% decline over 1 year, compared with a 34.4% gain over 5 years. These mixed return figures sit against a backdrop of ongoing interest in...
NYSE:AMCR
NYSE:AMCRPackaging

Assessing Amcor (AMCR) Valuation After Earnings Beat Berry Synergies And 2026 Guidance Reaffirmation

Amcor (AMCR) is back in focus after its latest quarterly update, where earnings came in ahead of expectations, revenue reflected the impact of the Berry acquisition, and management reaffirmed guidance for fiscal 2026. See our latest analysis for Amcor. The share price has reacted positively to this earnings beat and dividend increase, with a 1 day share price return of 2.97% and a 30 day share price return of 14.69%. The 1 year total shareholder return of 1.79% and 5 year total shareholder...
NasdaqGS:RBBN
NasdaqGS:RBBNCommunications

Ribbon Communications (RBBN) Return To Profit Challenges Bearish Earnings Narratives

Ribbon Communications (RBBN) just wrapped up FY 2025 with Q4 revenue of US$227.3 million and basic EPS of US$0.51, alongside trailing twelve month revenue of US$844.6 million and EPS of US$0.22 that together frame a cleaner view of its earnings run rate. Over recent periods the company has seen quarterly revenue move from US$210.2 million in Q3 2024 to US$251.4 million in Q4 2024, then to US$181.3 million in Q1 2025, US$220.6 million in Q2 2025, US$215.4 million in Q3 2025 and US$227.3...
NasdaqGS:BGC
NasdaqGS:BGCCapital Markets

Is It Time To Reassess BGC Group (BGC) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether BGC Group’s current share price reflects its true worth, this article will walk you through what the numbers are actually saying about value. The stock last closed at US$8.96, with a 1.6% decline over the past week, a 1.7% gain over 30 days, and longer term returns of 0.2% year to date, a 5.4% decline over 1 year, 114.0% over 3 years and 100.2% over 5 years. Recent news around BGC Group has focused on its position as a diversified financial services firm and...
NYSE:FDX
NYSE:FDXLogistics

Is FedEx (FDX) Quietly Reframing Its Core Business Around Data With the New Retail Index?

Dun & Bradstreet and FedEx Dataworks recently announced a collaboration to launch the Retail Momentum Index, combining FedEx’s shipping data with Dun & Bradstreet’s trade, activity, and credit signals to give decision-makers a near real‑time view of U.S. retail conditions. This new index offers an earlier read on retail inflection points than traditional government reports, potentially reshaping how businesses monitor risk, demand, and supply chain resilience. We’ll now examine how this...
NasdaqGS:CSIQ
NasdaqGS:CSIQSemiconductor

Does ERCOT Battery Deal and 10-Year Service Pact Reshape the Bull Case For Canadian Solar (CSIQ)?

Canadian Solar Inc. announced that its e-STORAGE business and Sunraycer have agreed to supply and service two standalone battery energy storage projects totaling 503 MWh DC in Franklin County, Texas, with construction phases scheduled between the third quarter of 2026 and the first quarter of 2027. An important aspect of these Lupinus projects is e-STORAGE’s SolBank 3.0 system and 10-year service commitment, which leverage Canadian Solar’s global manufacturing network to support grid...
NYSE:LEVI
NYSE:LEVILuxury

Is Levi Strauss (LEVI) Pricing Look Attractive After Recent Share Price Pullback

If you are wondering whether Levi Strauss is fairly priced or if there is still value on the table, this article will walk you through what the current market price might be telling you. The stock recently closed at US$20.55, with returns of 3.4% over the last 7 days, a 3.5% decline over 30 days, a 1.3% decline year to date, and longer term returns of 14.7% over 1 year, 23.2% over 3 years, and 10.8% over 5 years. Alongside these moves, investors have been reacting to ongoing company updates...
NasdaqGS:FCFS
NasdaqGS:FCFSConsumer Finance

FirstCash Holdings (FCFS) Margin Expansion Reinforces Bullish Earnings Narratives

FirstCash Holdings (FCFS) closed out FY 2025 with fourth quarter revenue of US$1.1b and basic EPS of US$2.35, while trailing twelve month revenue stood at US$3.7b and EPS at US$7.42. Over the past six quarters, revenue has moved from US$837.3m in Q3 2024 to US$1.1b in Q4 2025, with quarterly EPS ranging from US$1.35 in Q2 2025 to US$2.35 in the latest quarter. This reflects expanding scale and an earnings profile that now runs through a wider margin base. See our full analysis for FirstCash...
NasdaqGS:AFRM
NasdaqGS:AFRMDiversified Financial

Affirm Holdings (AFRM) Q2 Profitability Strengthens Bullish Narratives Despite Premium Valuation

Affirm Holdings (AFRM) has just posted Q2 2026 results with revenue of US$1.1b and basic EPS of US$0.39, alongside net income of US$129.6 million. This puts fresh numbers behind its recent shift to profitability. The company has seen revenue move from US$866.4 million in Q2 2025 to US$1.1b in Q2 2026, while quarterly basic EPS over that span has ranged from US$0.25 a year ago to US$0.39 now. Trailing 12 month EPS stands at US$0.86 on net income of US$282.3 million, setting up a margin story...
NYSE:SJM
NYSE:SJMFood

Katie Williams Joins J. M. Smucker As CMO With Valuation Upside In Focus

J. M. Smucker (NYSE:SJM) has appointed Katie Williams as its new Chief Marketing Officer. Williams joins the company following senior roles at large consumer brands, including her most recent position at Haleon. The leadership change comes as the company responds to competitive pressures and shifting industry conditions. For investors watching NYSE:SJM, this leadership update adds a fresh layer to a stock that recently closed at $109.51. Over the past month, the shares are up 14.7%, with a...
NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Assessing Analog Devices (ADI) Valuation After Earnings Optimism And Analog Chip Sector M&A Attention

Event driven interest in Analog Devices stock Analog Devices (ADI) has moved into focus after a mix of earnings optimism, upward estimate revisions, and sector attention following Texas Instruments' acquisition of Silicon Labs, all ahead of ADI's upcoming fiscal first quarter results. See our latest analysis for Analog Devices. The recent 9.4% 1 month share price return and 40.3% 90 day share price return, alongside a 58.7% 1 year total shareholder return, suggest momentum has been building...
NYSE:MSM
NYSE:MSMTrade Distributors

A Look At MSC Industrial Direct (MSM) Valuation After Earnings Beat And Stock Purchase Plan Extension

MSC Industrial Direct (MSM) has drawn fresh attention after first quarter fiscal 2026 earnings topped analyst expectations on both earnings and revenue, alongside shareholder approval to expand and extend its Associate Stock Purchase Plan. See our latest analysis for MSC Industrial Direct. The stock recently touched a new 52 week high and now trades at US$95.56, with a 7 day share price return of 13.3% and a 1 year total shareholder return of 24.2%. This suggests positive momentum that has...
NasdaqGS:TEM
NasdaqGS:TEMLife Sciences

Tempus AI (TEM) Valuation Revisited After New Immune Profile Score Clinical Validation

Tempus AI (TEM) is back in focus after unveiling new clinical data on its Immune Profile Score test. The company says the test predicts responses to immune checkpoint inhibitors more accurately than established biomarkers like TMB, MSI, and PD L1. See our latest analysis for Tempus AI. The IPS update lands after a mixed stretch for the stock, with a 1-day share price return of 4.71% taking Tempus AI to US$54.91. However, a 30-day share price return of 21.30% and 1-year total shareholder...
NasdaqGS:IMVT
NasdaqGS:IMVTBiotechs

Does Immunovant’s (IMVT) Narrower Quarterly Per‑Share Loss Reframe Its Long‑Term Risk‑Reward Equation?

Immunovant, Inc. recently reported results for the quarter and nine months ended December 31, 2025, posting a quarterly net loss of US$110.64 million and a basic and diluted loss per share of US$0.61, slightly lower than a year earlier. While the nine‑month net loss widened to US$357.75 million, the modest improvement in quarterly loss per share highlighted incremental progress in managing per‑share losses. We’ll now look at how this slight quarterly loss‑per‑share improvement shapes...
NYSE:ARW
NYSE:ARWElectronic

Arrow Electronics (ARW) Earnings Surge 45.7% Challenges Low P/E Narrative

Arrow Electronics (ARW) has wrapped up FY 2025 with fourth quarter revenue of US$8.7b and basic EPS of US$3.78. This capped a trailing twelve month run that saw revenue at US$30.9b and EPS at US$11.03. The company has seen revenue move from US$7.3b and EPS of US$1.88 in Q4 2024 to US$8.7b and EPS of US$3.78 in Q4 2025, with trailing twelve month EPS moving from US$7.36 at Q4 2024 to US$11.03 at Q4 2025. With earnings over the last year up 45.7% and net profit margin at 1.9%, investors are...
NasdaqGM:USAR
NasdaqGM:USARMetals and Mining

How Investors Are Reacting To USA Rare Earth (USAR) Pursuing US$1.60 Billion Government Financing Partnership

In recent weeks, USA Rare Earth filed a US$1.69 billion shelf registration and entered a non-binding letter of intent with the U.S. government for up to US$1.60 billion in combined equity and senior secured debt to accelerate a domestic heavy rare earth supply chain. These moves place the company at the heart of Project Vault and broader U.S. efforts to build a mine-to-magnet ecosystem that reduces reliance on Chinese-controlled critical mineral supply chains. We’ll now examine how this...
NYSE:B
NYSE:BMetals and Mining

Assessing Barrick Mining (B) Valuation After Recent Share Price Strength

Why Barrick Mining is on investors’ radar today Barrick Mining (B) has drawn fresh attention after its recent share move, with the stock up 2.7% on the day and showing mixed short term returns across the week, month, and past 3 months. See our latest analysis for Barrick Mining. Today’s 2.71% 1 day share price gain to US$45.16 comes after a softer 7 day and 30 day share price return. However, a strong 90 day share price return of 36.48% and very large 1 year total shareholder return of...
NasdaqGS:SANM
NasdaqGS:SANMElectronic

Sanmina (SANM) Valuation Check After Q1 Results ZT Systems Deal And Share Buyback

What Sanmina’s latest quarter and guidance signal for investors Sanmina (SANM) has drawn fresh attention after reporting first quarter results, issuing second quarter revenue guidance of US$3.1b to US$3.4b, and completing a share buyback that retired 2.46% of its stock. The company reported first quarter sales of US$3,189.69m, with demand linked to communications networks, cloud infrastructure, and early shipments of next generation AI infrastructure products. Net income came in at...
NasdaqGS:AOSL
NasdaqGS:AOSLSemiconductor

Alpha And Omega Semiconductor (AOSL) Q2 EPS Loss Deepens Bearish Profitability Narratives

Alpha and Omega Semiconductor (AOSL) has just posted Q2 2026 results with revenue of US$162.3 million, a basic EPS loss of US$0.45 and net income loss of US$13.3 million. Over recent quarters, the company has seen revenue move between US$164.6 million and US$182.5 million while EPS has ranged from a loss of US$0.07 in Q1 2026 to a much deeper loss of US$2.58 in Q4 2025. This sets a cautious backdrop for anyone focused on margins and the path back to profitability. See our full analysis for...