Oshkosh Corporation's Q4 earnings revealed a complex picture of strong demand in key segments countered by cost pressures and tariff headwinds. While management pointed to robust orders ahead of 2026 price hikes, analysts probed deeper into the sustainability of margins and the path forward for its Access business.
Oshkosh Corporation topped revenue expectations in its latest quarter, but profit fell short as tariffs and cost pressures squeezed margins. The specialty vehicle maker's 2026 outlook balances targeted growth in some segments against persistent challenges in construction markets.
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.
Ball Corporation (NYSE:BALL) declares a $0.20 per share dividend payable in March, as sustained EPS growth and a low payout ratio signal confidence in the packaging giant's financial health.
Industrial systems specialist Graham Corporation (GHM) is scheduled to release its quarterly financial results before market open on Friday, with analysts projecting continued revenue growth and improved profitability.
Amidst market fears over Medicaid margins and political noise, Centene Corporation (CNC) presents a compelling bull case. Analysts argue its government-backed, counter-cyclical business model and steep discount to intrinsic value signal a multi-year recovery opportunity.
Vicor Corporation (VICR) is navigating a critical transition, with its equity story now powered by a burgeoning high-margin licensing stream and its next-generation power delivery technology aimed at AI infrastructure. While the stock's valuation reflects optimism, execution on these dual fronts will determine its trajectory.
Amid market volatility, regulated utility Ameren Corporation presents a compelling case for stability. With a firm regulatory framework, consistent dividend growth, and rising demand from data centers, the company is positioned as a resilient infrastructure backbone for long-term investors.
Black Hills Corporation (NYSE: BKH), a resilient U.S. utility serving 1.35 million customers, is drawing investor attention with its 55-year dividend growth streak and a strategic $4.7 billion capital plan focused on infrastructure and clean energy. As the company navigates rising demand and energy transition, analysts debate its potential as a defensive growth play.
Black Hills Corporation (NYSE: BKH) finds itself firmly in the hands of institutional investors, with a commanding 87% ownership stake. This heavy institutional presence offers both a vote of confidence and a unique set of risks for the utility stock, as major players like BlackRock and Vanguard shape its trajectory.
Magnera Corporation faces a split verdict from Wall Street as analysts offer conflicting price targets. While the company navigates a challenging consumer landscape, its latest earnings reveal pockets of growth amidst broader declines, prompting debate on its value proposition.
A discounted cash flow analysis suggests National Research Corporation (NASDAQ:NRC) is trading close to its estimated intrinsic value of $15.13 per share. We examine the assumptions behind the model and what investors should consider beyond the numbers.
Packaging giant Ball Corporation (NYSE: BALL) reported fourth-quarter revenue and earnings that topped Wall Street forecasts, driven by robust demand across its beverage can business and strategic moves in Europe.
A discounted cash flow analysis suggests shares of Catalist-listed Eindec Corporation may be trading close to their intrinsic value, presenting a potential opportunity for value-focused investors.
A deep dive into Pentamaster Corporation Berhad's (KLSE:PENTA) valuation using a Discounted Cash Flow model suggests the stock is trading close to its estimated intrinsic value. We break down the analysis, its assumptions, and what investors should consider beyond the numbers.
Amid market volatility, a detailed investment thesis circulating among retail investors makes the case for Cabot Corporation's resilience and growth potential, driven by its entrenched position in tire manufacturing and strategic pivot to electric vehicle markets.
Griffon Corporation (NYSE: GFF) is scheduled to release its quarterly earnings before Thursday's market open, with analysts projecting a slight revenue dip but sustained investor confidence in the building products sector.
Shares of Chemed Corporation (NYSE: CHE), the unique parent of VITAS Healthcare and Roto-Rooter, have fallen roughly one-third from recent highs. A detailed analysis suggests the sell-off, driven by temporary issues at its hospice segment, may have created a compelling valuation opportunity for patient investors.
Primo Water Corporation (PRMB), now North America's leading pure-play water platform following its 2024 merger, presents a compelling investment thesis. Despite a sharp stock decline due to integration challenges, analysts argue the market has overlooked its fundamental strengths, scale advantages, and a clear path to recovery under new leadership.
Analysts have nudged up their fair value estimate for Ball Corporation, reflecting a delicate balance between improved operational execution and lingering concerns over mid-term demand. The adjustment highlights the evolving narrative around the packaging giant's competitive edge.
