RLI Corp's latest earnings report showcases robust underwriting performance and capital returns. However, a mixed share price trajectory and premium valuation metrics are prompting investors to question whether the stock's future growth is already priced in.
SkyWest Inc. reported robust full-year 2025 financials and announced multi-year contract extensions with United and Delta for its E175 aircraft, reinforcing its strategic position as a leading regional carrier partner amid ongoing industry shifts.
Oshkosh Corporation reported full-year revenue of $10.4 billion and adjusted EPS of $10.79 for 2025. While projecting sales growth to approximately $11 billion in 2026, the company cautioned about near-term softness in its industrial access equipment segment and a significant $200 million tariff impact.
PennyMac Mortgage Investment Trust (PMT) reported a robust fourth quarter, highlighted by a 13% return on equity and strategic advancements in its securitization business. Executives outlined a confident outlook for 2026, emphasizing disciplined risk management and growth in targeted lending segments.
Eagle Materials (NYSE: EXP) posted resilient fiscal Q3 2026 results, with revenue reaching $556 million and EPS at $3.22. While wallboard sales softened, robust growth in cement and aggregates, fueled by infrastructure spending, highlights a strategic pivot. The company also outlined operational efficiency drives and a fortified balance sheet.
SL Green Realty Corp. posted a significant net loss for 2025 despite rising revenues and robust leasing activity. The Manhattan office landlord confirmed a shift to quarterly dividends and is advancing major financing and asset sale plans, placing cash conservation and balance sheet flexibility at the forefront of its recovery strategy.
Elevra Lithium reports record quarterly revenue from its flagship North American operation but tempers near-term production guidance, highlighting the complex balancing act facing lithium miners as they expand amid market volatility.
The global payments giant reported a 15% surge in net revenue and processed a record 69.4 billion transactions in its fiscal first quarter, signaling resilient consumer confidence and a rebound from previous quarters.
With over half the early vote counted, governing party candidate Laura Fernandez appears poised to secure a first-round victory, potentially avoiding a runoff.
Advanced Micro Devices (AMD) is set to report its fourth-quarter earnings after the bell Tuesday, with Wall Street keenly watching for updates on its AI chip strategy and data center growth against a backdrop of fierce competition.
The Hartford Financial Services Group reported robust fourth-quarter and full-year 2025 results, driven by profitable underwriting growth, higher investment income, and disciplined capital management. CEO Chris Swift outlined a strategic shift towards an "AI-first" operational model while signaling confidence in sustained margins and growth across business and personal lines.
While outlining stabilization efforts in challenged segments like Fibers, Eastman Chemical's leadership emphasized that a sustained recovery hinges on broader end-market demand. The company is betting on strategic projects and chemical recycling to drive future growth amid persistent pricing pressures and global trade dynamics.
Despite posting solid revenue and profit growth for its final quarter of 2025, Roper Technologies' stock fell sharply this week after its guidance for the coming year fell short of Wall Street's expectations, highlighting the challenges for diversified software firms in an AI-dominated market.
Shares of Deckers Outdoor surged over 17% Friday after the footwear and apparel company reported robust Q3 earnings, driven by full-price selling across its UGG and HOKA brands and prompting an upward revision to its annual forecast.
While Booz Allen Hamilton's Q4 revenue fell short of expectations, robust profitability and a strategic shift toward outcome-based contracts in high-demand sectors like cybersecurity spurred investor optimism. Analysts pressed management on the sustainability of this model and the path forward in a complex funding environment.
Ahead of its Q4 2025 results, Citigroup has revised its price target for PDD Holdings downward, maintaining a Neutral stance. The adjustment reflects concerns over slowing Chinese consumer spending and rising operational costs for its international platform, Temu.
Despite posting quarterly results that beat analyst expectations, KLA Corporation's stock plunged Friday as investors focused on management warnings about component shortages, tariff impacts, and operational constraints.
Lam Research capitalizes on soaring demand for AI chipmaking equipment, reporting record quarterly and annual revenue. While the company is aggressively expanding capacity to address supply chain bottlenecks, some analysts question if its valuation already reflects the AI-driven growth.
Argenta Silver Corp. sees its stock decline following the announcement of a new mineral discovery at its El Quevar project in Argentina and the completion of a substantial equity financing, highlighting the complex calculus investors face with junior mining explorers.
Enova International reports robust revenue and earnings growth for Q4 and full-year 2025, driven by expansion in its consumer and small business lending segments and a significant share repurchase program. While the financial technology lender's machine-learning underwriting and capital returns strategy have rewarded shareholders, analysts point to its elevated debt load and exposure to economic cycles as key areas for investor scrutiny.
