U.S. Water Utilities Stock News

NasdaqGS:BSY
NasdaqGS:BSYSoftware

Bentley Systems (BSY) Margins At 18.5% Test Bullish Long Term Profit Narratives

Bentley Systems (BSY) has reported its FY 2025 fourth quarter with revenue of US$391.6 million and basic EPS of US$0.19, alongside trailing twelve month revenue of about US$1.5 billion and basic EPS of US$0.88. These figures frame the latest print in a wider earnings run rate. The company has seen revenue move from US$349.8 million and basic EPS of US$0.16 in Q4 2024 to US$391.6 million and US$0.19 in Q4 2025. Trailing twelve month net income reached US$277.9 million, focusing attention on...
NasdaqGS:TASK
NasdaqGS:TASKProfessional Services

TaskUs (TASK) Margin Expansion To 8.6% Tests Bearish Earnings Narrative

TaskUs earnings recap and what the numbers say about margins TaskUs (TASK) has wrapped up FY 2025 with fourth quarter revenue of US$313 million and basic EPS of US$0.33, capping a trailing twelve month run of US$1.18 billion in revenue and EPS of US$1.14. Over recent quarters, the company has seen revenue step from US$274 million in Q4 2024 to US$313 million in Q4 2025, while quarterly EPS moved from US$0.10 to US$0.33. This puts the focus on how sustainable its 8.6% trailing net margin and...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Super Micro Links New AI Platform And Grid Role To Valuation Story

Super Micro Computer (NasdaqGS:SMCI) has introduced its CNode-X Solution, an enterprise AI data platform built with VAST Data and powered by NVIDIA hardware and software. The company has also run a real world test showing its AI server infrastructure can act as a virtual power plant, providing rapid demand response and grid stability. For you as an investor, this puts a spotlight on how NasdaqGS:SMCI is positioning itself in two big areas at once: scalable AI computing and energy aware data...
NasdaqGS:GLPI
NasdaqGS:GLPISpecialized REITs

A Look At Gaming And Leisure Properties (GLPI) Valuation After Senior Notes Offering And Earnings Update

Gaming and Leisure Properties (GLPI) is back in focus after pricing an $800m senior notes offering due 2036, following its recent full year 2025 earnings update and first quarter 2026 dividend declaration. See our latest analysis for Gaming and Leisure Properties. The senior notes pricing comes after a period of steady share price momentum, with a 30 day share price return of 6.60% and a 90 day gain of 11.67%. The 5 year total shareholder return of 55.05% points to a stronger long term record...
NasdaqGS:BUSE
NasdaqGS:BUSEBanks

Is Margin Pressure And Book Value Erosion Altering The Investment Case For First Busey (BUSE)?

Recent commentary on First Busey highlighted pressure on its core banking model, citing an inferior net interest margin and an expected decline in tangible book value per share, raising questions about profitability and credit quality as of February 24, 2026. An interesting takeaway is that recent incremental sales appear less profitable, suggesting operational efficiency may be as much of a concern as balance sheet strength. Next, we’ll examine how these concerns about net interest margin...
NasdaqGM:VCEL
NasdaqGM:VCELBiotechs

Vericel (VCEL) EPS Jump In Q4 2025 Tests Premium 115x P/E Narrative

Vericel (VCEL) has wrapped up FY 2025 with fourth quarter revenue of US$92.9 million and basic EPS of US$0.46, supported by trailing twelve month revenue of US$276.3 million and EPS of US$0.33. The company has seen revenue move from US$237.2 million to US$276.3 million on a trailing basis, while EPS over the same window shifted from US$0.21 to US$0.33. This sets up a story that links growing earnings with improving net profit margins. With trailing net profit margins cited at 6% versus 4.4% a...
NasdaqGS:FTAI
NasdaqGS:FTAITrade Distributors

FTAI Aviation (FTAI) Earnings Shift To US$477.5 Million TTM Profit Tests Bullish Narratives

FTAI Aviation (FTAI) closed out FY 2025 with Q4 revenue of US$662.0 million and basic EPS of US$1.09, while trailing twelve month revenue reached about US$2.5 billion with EPS of US$4.66, underscoring a full year firmly in profitable territory. The company has seen quarterly revenue move from US$498.8 million and EPS of US$0.85 in Q4 2024 to US$662.0 million and US$1.09 respectively in Q4 2025, alongside trailing twelve month net income rising from a loss of US$32.1 million in Q4 2024 to a...
NasdaqGS:ACRS
NasdaqGS:ACRSPharmaceuticals

Aclaris Therapeutics (ACRS) Halved TTM Losses Test Bearish Unprofitability Narratives

Aclaris Therapeutics FY 2025 results in focus Aclaris Therapeutics (ACRS) just closed out FY 2025 with Q4 total revenue of US$1.3 million, basic EPS of a US$0.16 loss, and net income loss excluding extra items of US$19.8 million, setting a clear tone for how the year wrapped up. The company has seen quarterly revenue move from US$9.2 million in Q4 2024 to US$1.3 million in Q4 2025, while basic EPS shifted from a US$1.01 loss to a US$0.16 loss over the same period. This gives investors a...
NYSE:GLOB
NYSE:GLOBIT

Should Globant’s (GLOB) EPS Target and Guidance Shift Its Long‑Term Profitability Narrative?

Globant released its quarterly earnings on 26 February 2026, with analysts having expected earnings per share of US$1.40 and investors closely watching for revenue trends and management guidance. This earnings event has become a focal point for understanding whether Globant’s recent revenue momentum can translate into sustained profitability and clearer visibility on future performance. We’ll now examine how anticipation around Globant’s US$1.40 expected EPS and management commentary could...
NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

NovoCure (NVCR) Q4 Loss Narrowing Challenges Bearish Narrative On Persistent Unprofitability

NovoCure (NVCR) closed out FY 2025 with Q4 revenue of US$174.4 million and a basic EPS loss of US$0.22, setting the tone for a year where both top line and per share results remained in focus for investors. Over the past six quarters, revenue has moved from US$155.1 million in Q3 2024 to US$174.4 million in Q4 2025, while quarterly basic EPS ranged from a loss of US$0.61 in Q4 2024 to a loss of US$0.22 in Q4 2025. This leaves the story centered on how much growth can offset ongoing pressure...
NYSE:SJM
NYSE:SJMFood

Smucker (SJM) Quarterly Loss Of US$724 Million Tests Bullish Margin Recovery Narrative

J. M. Smucker (SJM) has just posted Q3 2026 results with revenue of US$2.3 billion and a basic EPS loss of US$6.79, as net income excluding extra items came in at a loss of US$724.2 million. Over recent quarters the company has seen revenue move from US$2.1 billion in Q2 2025 to US$2.3 billion in Q3 2026, while basic EPS has swung between a loss of US$6.85 in Q4 2025 and a profit of US$2.26 in Q2 2026 before returning to a loss in the latest period. This sets up a results season in which...
NasdaqGS:NDSN
NasdaqGS:NDSNMachinery

Nordson (NDSN) Valuation Check After Earnings Beat And Raised 2026 Guidance

Nordson (NDSN) just posted first quarter earnings with sales of US$669.46 million and net income of US$133.38 million, and management raised both full year 2026 and second quarter sales guidance. See our latest analysis for Nordson. At a share price of US$292.62, Nordson has delivered a 23.13% 90 day share price return and a 41.72% 1 year total shareholder return. This suggests momentum has been building around the recent earnings beat, raised 2026 guidance and a series of upbeat analyst...
NYSE:PRGO
NYSE:PRGOPharmaceuticals

Perrigo (PRGO) Q4 Earnings Collapse With US$10.15 EPS Loss Tests Turnaround Narrative

Perrigo FY 2025 headline results Perrigo (PRGO) has wrapped up FY 2025 with fourth quarter revenue of US$1,109.6 million, a basic EPS loss of US$10.15 and trailing twelve month revenue of US$4.3 billion alongside a basic EPS loss of US$10.12. Over the past six reported quarters, revenue has moved in a tight band between US$1,043.3 million and US$1,138.3 million, while EPS has swung from a small profit of US$0.09 in Q3 2025 to quarterly losses such as US$0.30 in Q4 2024 and US$10.15 in Q4...
NasdaqGS:COLL
NasdaqGS:COLLPharmaceuticals

Collegium Pharmaceutical (COLL) Margin Compression To 8.1% Tests Bullish Profitability Narrative

Collegium Pharmaceutical (COLL) has wrapped up FY 2025 with fourth quarter revenue of US$205.4 million and basic EPS of US$0.54, capping a year in which trailing 12 month revenue reached US$780.6 million and EPS came in at US$1.98. Over the last six reported quarters, revenue has moved from US$159.3 million in Q3 2024 to US$205.4 million in Q4 2025, while quarterly EPS has ranged from US$0.29 to US$1.00. This gives investors a clear view of how profitability tracks alongside top line...
NYSE:MEG
NYSE:MEGCommercial Services

Montrose Environmental Group (MEG) LTM Loss Narrows To US$5 Million Reinforcing Gradual Turnaround Narrative

Montrose Environmental Group (MEG) closed out FY 2025 with Q4 revenue of US$193.3 million and a basic EPS loss of US$0.23, compared with Q4 FY 2024 revenue of US$189.1 million and a basic EPS loss of US$0.90, while on a trailing 12 month basis revenue stood at US$830.5 million and basic EPS at a loss of US$0.14. Over the past few quarters, revenue has moved from US$178.7 million in Q3 FY 2024 to US$234.5 million in Q2 FY 2025, alongside EPS that ranged from a loss of US$0.64 in Q1 FY 2025 to...
NasdaqGS:DNUT
NasdaqGS:DNUTHospitality

Krispy Kreme (DNUT) Q2 US$435 Million Loss Challenges Margin Recovery Narratives

Krispy Kreme (DNUT) has wrapped up FY 2025 with Q4 revenue of US$392.4 million and a basic EPS loss of US$0.16. Trailing twelve month figures show revenue of about US$1.5 billion and a basic EPS loss of US$3.02. The company’s quarterly revenue moved from US$404.0 million in Q4 FY 2024 to US$392.4 million in Q4 FY 2025, with EPS shifting from a loss of US$0.13 to a loss of US$0.16. Over the same period, TTM EPS moved from a small profit of US$0.02 in late FY 2024 to the current loss. Together,...
NYSE:HBB
NYSE:HBBConsumer Durables

Hamilton Beach Brands Holding (HBB) Margin Erosion Challenges Bullish Valuation Narratives

Hamilton Beach Brands Holding (HBB) has rounded out FY 2025 with fourth quarter revenue of US$212.9 million and basic EPS of US$1.38, anchored by net income of US$18.5 million. Over the past few quarters, revenue has moved from US$156.7 million in Q3 2024 to a range of US$127.8 million to US$213.5 million through FY 2025, while quarterly EPS has run between US$0.12 and US$1.76 across this period. This gives investors a clearer view of how earnings power has tracked alongside sales. With...
NasdaqGS:WDC
NasdaqGS:WDCTech

Western Digital (WDC) Valuation Check After Strong Recent Share Price Momentum

Why Western Digital Stock Is On Investors’ Radar Western Digital (WDC) has drawn attention after a strong past 3 months, with the share price up about 73%, prompting investors to reassess how its current fundamentals align with that move. See our latest analysis for Western Digital. While the share price has eased slightly in the last week, Western Digital’s recent 11.7% 1 month share price return and very large 1 year total shareholder return suggest momentum has been strong over both...
NYSE:TGLS
NYSE:TGLSBuilding

Tecnoglass (TGLS) Margin Decline Tests Bullish Earnings Narrative After Q4 2025 Results

Tecnoglass (TGLS) closed out FY 2025 with fourth quarter revenue of US$245.3 million and basic EPS of US$0.57, alongside trailing 12 month EPS of US$3.42 on revenue of US$983.6 million. The company has seen quarterly revenue move from US$239.6 million and EPS of US$1.00 in Q4 2024 to US$245.3 million and EPS of US$0.57 in Q4 2025. Trailing 12 month revenue has shifted from US$890.2 million and EPS of US$3.43 to US$983.6 million and EPS of US$3.42 over the same period, giving investors a clear...
NasdaqCM:VRDN
NasdaqCM:VRDNBiotechs

Viridian Therapeutics (VRDN) TTM US$342.6 Million Loss Tests Bullish Growth Narratives

Viridian Therapeutics (VRDN) FY 2025 earnings snapshot Viridian Therapeutics (VRDN) closed FY 2025 with Q4 revenue of about US$0.1 million, Basic EPS of a US$1.71 loss, and a net income loss of roughly US$161.7 million, with the trailing twelve months showing a Basic EPS loss of US$4.04 on revenue of about US$70.8 million and a net income loss of roughly US$342.6 million. Over recent quarters, the company has seen quarterly revenue move between about US$0.1 million and US$70.6 million, while...
NYSE:GPRK
NYSE:GPRKOil and Gas

GeoPark (GPRK) Margin Compression And One Off Loss Test Bullish Earnings Narrative

GeoPark (NYSE:GPRK) has wrapped up FY 2025 with Q4 revenue of US$110.3 million and basic EPS of US$0.60, while trailing 12 month figures show revenue of US$492.5 million and EPS of US$0.96. Over the past few quarters, revenue has ranged from US$110.3 million to US$137.3 million, with quarterly EPS moving between a loss of US$0.20 and a profit of US$0.60. This places margins and consistency front of mind for investors as they assess the past year. See our full analysis for GeoPark. With the...
NYSE:CAPL
NYSE:CAPLOil and Gas

CrossAmerica Partners (CAPL) One Off Gain Raises Questions On Earnings Durability

CrossAmerica Partners (CAPL) has wrapped up FY 2025 with fourth quarter revenue of US$1.1b and basic EPS of US$0.32, alongside trailing 12 month EPS of US$1.10 on revenue of US$3.7b that includes a large one off gain of US$44.2m. Over recent quarters, revenue has moved from US$861.6m in Q4 2024 to US$1.1b in Q4 2025 while quarterly EPS has ranged from a loss of US$0.20 in Q1 2025 to a high of US$0.64 in Q2 2025. This sets up a picture where higher trailing earnings sit next to slim net...
NasdaqGS:CG
NasdaqGS:CGCapital Markets

Carlyle Group (CG) Valuation Check As New Growth Targets And US$2b Buyback Are Unveiled

Carlyle Group (CG) has laid out new three year financial targets and earnings objectives at its 2026 Shareholder Update, pairing that guidance with a fresh US$2b share repurchase authorization. See our latest analysis for Carlyle Group. Carlyle’s latest update lands after a choppy few months for the share price, with a 5.64% 1 day share price return and a 2.79% 7 day share price return, but a 9.71% 30 day share price decline that contrasts with a 15.16% 1 year total shareholder return and an...
NYSE:ED
NYSE:EDIntegrated Utilities

Consolidated Edison’s US$38b Plan Tests Grid, Growth And Valuation

Consolidated Edison (NYSE:ED) announced a US$38b capital investment plan over the next five years. The plan focuses on grid reliability and clean energy projects tied to electric vehicles and building electrification. The spending roadmap responds to evolving policy and demand trends in New York's energy market. Consolidated Edison, the regulated utility serving New York City and surrounding areas, is leaning into long term shifts in how homes, businesses and transport use electricity. The...