Gross Margin

Business

NETGEAR Posts First Annual Revenue Growth Since 2020, Fueled by Enterprise Shift and Record Margins

NETGEAR (NTGR) reported its first year of revenue growth in five years for fiscal 2025, driven by a strategic pivot to higher-margin enterprise solutions and subscription services. The company achieved record gross margins and returned to full-year non-GAAP profitability, even as its consumer segment faced headwinds.

Feb 5, 2026

Business

Standex Bolsters Grid Tech Portfolio with $462M Amran/Narayan Acquisition Amid Record Margins

Standex International reported resilient Q1 2025 earnings with record gross margins above 40%, while announcing a transformative $462 million acquisition of Amran/Narayan Group, a leader in instrument transformers, aiming to double its exposure to fast-growing electrical infrastructure markets.

Jan 30, 2026

Business

Church & Dwight Meets Q4 Forecasts Amid Sluggish Growth, Stock Rises on Margin Beat

Consumer staples giant Church & Dwight (NYSE:CHD) reported fourth-quarter revenue in line with Wall Street expectations, though underlying organic sales showed signs of stagnation. The company's gross margin outperformance provided a bright spot, lifting shares post-earnings.

Jan 30, 2026

Business

Stanley Black & Decker Charts Course Through Tariff Headwinds, Eyes Margin Growth and Portfolio Streamlining

Stanley Black & Decker reported a mixed 2025, highlighting strong margin improvement and cash flow but facing volume declines. As the company navigates tariff impacts and executes strategic divestitures, its 2026 outlook hinges on brand revitalization and disciplined cost management.

Feb 5, 2026

Business

FormFactor Beats Estimates on Strong HBM Demand and Margin Gains, Lifts Outlook

Semiconductor testing specialist FormFactor posted better-than-expected Q4 results and issued strong guidance, driven by operational improvements and surging demand for high-bandwidth memory (HBM) testing. The company highlighted margin expansion and strategic capacity investments as key growth drivers.

Feb 5, 2026

Business

Central Garden & Pet Navigates Portfolio Shift: Q4 Revenue Dips Amid Margin Expansion

Central Garden & Pet reported mixed fourth-quarter results, with revenue falling short of Wall Street forecasts as strategic portfolio optimization weighed on sales. However, disciplined cost control and a focus on higher-margin categories drove a significant earnings beat.

Feb 5, 2026

Business

Snapchat's Q4 Surge: Subscriptions and Margins Fuel Optimistic 2026 Outlook

Snap Inc. delivered a stronger-than-expected fourth quarter, driven by rapid growth in its Snapchat+ subscription service and a strategic shift toward more profitable advertising. The company's improved margins and disciplined spending have analysts eyeing a path toward its ambitious 2026 financial targets.

Feb 5, 2026

Business

MarineMax Q4: Strong Sales Can't Mask Margin Pressure as Analysts Probe Promotional Headwinds

MarineMax's fourth-quarter earnings revealed a tale of two trends: robust sales growth driven by premium products was overshadowed by aggressive discounting and cautious consumer spending, squeezing profitability and sparking a sell-off. Analysts on the call zeroed in on the sustainability of margins and the company's strategic pivot toward higher-margin services.

Feb 5, 2026

Business

New CEO Charts Course for Margin Growth as ATS Posts Strong Q3, Backlog Hits $2.1B

In his inaugural earnings call, ATS CEO Doug Wright outlined a sharpened focus on execution discipline and margin expansion, as the automation solutions provider reported robust revenue growth and a diversified, record backlog in key sectors like life sciences and energy.

Feb 5, 2026

Business

Stanley Black & Decker Navigates Tariff Headwinds, Posts Strong Margin Gains and Outlines 2026 Growth Strategy

Despite a slight revenue dip in 2025, Stanley Black & Decker delivered significant margin expansion and robust free cash flow, crediting disciplined pricing and supply chain actions. The company announced the sale of its aerospace fasteners business and provided a confident outlook for 2026, targeting further debt reduction and strategic brand investments.

Feb 4, 2026

Business

Uber's Growth Strategy Hits Profit Margins, Shares Slide on Lower-Than-Expected Forecast

Uber Technologies reported a mixed quarter, with strong trip growth driven by affordable options but at the cost of profit margins, leading to a disappointing forecast and a sharp premarket stock decline.

Feb 4, 2026

Business

J&J Snack Foods Navigates Sales Dip with Strategic Overhaul, Sees Margin Gains from Project Apollo

J&J Snack Foods' Q4 revenue fell short of expectations, but strategic cost-cutting and a shift to higher-margin products helped cushion the blow. The company's 'Project Apollo' initiative is now delivering tangible savings as management eyes a recovery fueled by new product launches.

Feb 4, 2026

Business

NXP Semiconductors Stock Plummets as Investors Look Past Earnings Beat to Inventory, Margin Concerns

NXP Semiconductors shares tumbled sharply Thursday morning, as the chipmaker's Q4 earnings report revealed underlying pressures on inventory levels and margins that overshadowed its headline revenue and profit beats.

Feb 3, 2026

Business

BellRing Brands Shares Tumble as Margin Squeeze, Weaker Outlook Eclipse Earnings Beat

BellRing Brands stock fell sharply after its Q4 report highlighted severe margin compression and a trimmed revenue forecast, shifting investor focus away from top- and bottom-line beats.

Feb 3, 2026

Business

Polaris Q4 Earnings: Strong Sales Overshadowed by Tariff Costs and Margin Pressure

Polaris reported solid Q4 revenue growth driven by utility off-road vehicles, but profits were squeezed by $37 million in tariff costs and rising operational expenses, sending shares lower. Analysts probe management on mitigation plans and the path to margin recovery.

Feb 3, 2026

Business

MasTec's Growth Engine Faces a Cost Test: Can Margins Hold the Line?

Despite a stellar share price run, MasTec's earnings quality is under scrutiny as persistent margin pressures from supply chain strains and strategic growth investments challenge its financial resilience. Investors are watching to see if management can steer the infrastructure giant toward more sustainable profitability.

Feb 3, 2026

Business

Broadcom's AI Surge Faces Margin Test: Is the Stock Slide a Buying Opportunity?

While Broadcom rides a massive wave of AI demand, investor concerns over shrinking profitability have triggered a significant pullback in its shares, presenting a classic growth-versus-margin dilemma.

Feb 2, 2026

Business

Cramer Sounds Caution on AAR Corp., Citing 'Too High' Gross Yield

CNBC's Jim Cramer expressed reservations about aviation services provider AAR Corp., highlighting its 15% gross yield as a potential red flag for investors during a recent market analysis segment.

Feb 2, 2026

Business

NAPCO Security Technologies Posts Record Q2 Revenue, Driven by Robust Recurring Service Growth and Margin Expansion

NAPCO Security Technologies (NSSC) reported strong fiscal second-quarter results, with record revenue and expanding profitability. The company highlighted the sustained momentum of its high-margin recurring service model and announced a dividend increase.

Feb 2, 2026

Business

Standex Hits Inflection Point: Record Margins and $100M+ Growth Forecast Signal Strategic Pivot

Standex International Corporation (NYSE: SXI) capped off its fiscal 2025 with a powerful fourth quarter, announcing record adjusted operating margins of 20.6% and laying out an ambitious roadmap for over $100 million in revenue growth for the coming year. CEO David Dunbar declared a "turning point" for the diversified industrial manufacturer, citing scaled growth drivers in electronics, engineering technologies, and fast-growing markets like grid modernization and defense.

Jan 30, 2026