Wrap Nth America

Terex's 26.9% run-up is impressive, but declining ROIC & EPS signal caution. Valuation at 13.8x P/E is fair, but risks loom.

FTI Consulting lags S&P 500, with slow revenue growth & low FCF margin. Trades at 17.9x forward P/E.

Dine Brands' 30.9% gain is tempting, but shrinking sales & high debt (7x net-debt/EBITDA) pose risks.

TSLA's 15.9% gain & 197x P/E signal high expectations. Declining units & margins raise caution.

IMAX's 38.5% gain & 20.8% FCF margin impress. At 24.3x forward P/E, is it a buy?

Food recall hits 37M lbs of frozen Asian goods. Investors eye supply chain risks & consumer confidence.

Anthropic, valued at $380B, faces Pentagon supply chain risk; revenue projections now uncertain.