U.S. Building Stock News

In the past week, Eagle Materials reported a return on equity of 30%, well above the industry average of 14%, and indicated that it retains 93% of its income to support ongoing growth initiatives. Despite these strong profitability metrics and high reinvestment rates, analysts now forecast a potential slowdown in the company's future earnings growth. We'll examine how the anticipated deceleration in earnings growth could affect Eagle Materials' investment narrative and long-term growth...

In August 2025, Zai Lab Limited announced that the China National Medical Products Administration (NMPA) granted Innovative Medical Device Designation to TTFields for the treatment of pancreatic cancer, after positive Phase 3 PANOVA-3 trial results. This expedited pathway may allow Zai Lab to accelerate the regulatory approval process for TTFields, potentially advancing its reach in treating a cancer with limited options in China. We'll examine how gaining expedited review status for...

Earlier this year, the U.S. government expanded import tariffs to cover automotive components, prompting General Motors to announce a US$4 billion investment to boost U.S. production and limit its exposure to new duties. This move highlights how tariff pressures are reshaping operational decisions for major automakers and could have long-term implications for manufacturing costs and supply chain strategies. We'll now explore how General Motors' significant U.S. manufacturing investment in...

AGCO recently appointed Brian Sorbe as President of PTx, effective August 25, 2025, adding nearly thirty years of precision agriculture and technology leadership to its growing business. Sorbe's deep expertise, particularly in mixed fleet technology and AI-driven agricultural automation, highlights AGCO's commitment to advancing digital and precision solutions amid shifting industry demands. We'll assess how Sorbe’s leadership in precision agriculture could further support AGCO’s growth...

The Buckle, Inc. recently reported its second quarter earnings for the period ended August 2, 2025, with net sales rising to US$305.74 million and net income reaching US$45.01 million, both up from the previous year. Women's merchandise and online sales saw strong double-digit growth, fueling improved gross margins despite the company experiencing some tariff-related cost increases. We'll examine how this robust growth in online sales and gross margin expansion may influence Buckle's ongoing...

Baidu recently reported its second-quarter 2025 earnings, revealing a slight decline in total revenue to CNY 32.71 billion alongside an increase in net income and basic earnings per share compared to the prior year. While weakness in core advertising revenue persisted, Baidu achieved strong growth in its AI cloud and autonomous driving businesses, reflecting the company’s ongoing shift toward AI and digital services. We’ll explore how Baidu’s solid AI cloud growth, despite advertising...

In the past week, Cleveland-Cliffs reported a second-quarter adjusted loss that was narrower than expected and surpassed revenue estimates, even as overall revenues declined from the previous year; the company also lowered full-year 2025 capital expenditures and SG&A, and aims to cut steel unit costs. An interesting aspect is Cleveland-Cliffs' revised guidance, which reflects its focus on operational efficiency and its unique position as the last major integrated American steel producer amid...

In recent days, several prominent banks, including JP Morgan, Macquarie, and BNP Paribas Exane, downgraded Li Auto, reflecting increased caution toward the company as it navigates challenges in China’s electric vehicle sector. A key concern highlighted by analysts is the combination of expiring government subsidies and intensifying competition, which could pressure margins as Li Auto expands its lineup and invests in next-generation technologies. We’ll now assess how these analyst...

Edison Equity Residential, LLC and ARCTRUST recently finalized a joint venture to develop Serenova Concierge Communities, a 165-residence, service-focused 55+ community in the Houston area, with construction to start in August 2025 and move-ins expected from November 2026. This project reflects a shift toward age-restricted upscale living, targeting the growing demographic of adults aged 55 and over in metropolitan Houston. We'll explore how entering the 55+ housing market could influence...

Silvercrest Asset Management Group Inc. ( NASDAQ:SAMG ) will increase its dividend from last year's comparable payment...

Intuitive Surgical recently drew investor focus ahead of its earnings report, with analysts revising estimates upward and expressing optimism about the company's operating outlook as of August 2025. A key insight is that while system placements and earnings per share have shown robust multi-year growth, a decrease in return on invested capital has raised questions about the effectiveness of new investments. We'll explore how strong system placement growth, paired with concerns about reduced...

MannKind Corporation recently posted strong fiscal second quarter 2025 results, with analysts highlighting ongoing progress in its drug development pipeline and sustained royalty income from Tyvaso DPI. Investor enthusiasm persists despite MannKind's high price-to-earnings ratio, underpinned by recent earnings growth that is outpacing most of the market and favorable analyst forecasts for future performance. We’ll explore how improving pipeline progress and solid royalty streams are...

Earlier in August 2025, Artisan Partners announced it had returned Clearwater Analytics Holdings (CWAN) to its “Garden from the Crop” portfolio after Clearwater expanded the size and scope of its M&A strategy. This shift has drawn focus to Clearwater’s challenge of integrating larger acquisitions, as it has yet to prove its capabilities in that area since becoming a public company. We’ll examine how Clearwater’s bolder M&A plans may impact its growth outlook, operational risks, and future...

Earlier this week, Life Time Group Holdings launched LTH Dream, a melatonin-free sleep support powder featuring a triple-magnesium complex, L-Theanine, Sensoril® Ashwagandha, and Phosphatidylserine, now available at its U.S. locations and online. This move strengthens Life Time's position in the expanding market for evidence-based, non-melatonin sleep solutions, further broadening its health and wellness supplement portfolio. We'll examine how the LTH Dream launch supports Life Time’s...

Jack Henry & Associates recently reported strong fourth-quarter and full-year results, alongside the launch of new digital solutions such as Tap2Local™ and MyFinancialHealth, and an expanded partnership with MeridianLink to drive innovation for community banks and credit unions. A key insight is Jack Henry’s focus on enhancing digital offerings and integrations for over 1,000 financial institutions, spotlighting the company’s role in addressing evolving customer needs in digital banking and...

Earlier this week, Krystal Biotech announced a shift in its oncology program, prioritizing inhaled delivery of KB707 for non-small cell lung cancer after reporting a 36% objective response rate in heavily pre-treated patients and scheduling an FDA End of Phase 2 meeting to discuss potential registration pathways. Pausing enrollment of its intratumoral KB707 study to focus on the inhaled approach signals a significant realignment of its clinical and regulatory strategy in oncology. We'll...

Veeva Systems recently detailed its upcoming R&D and Quality Summit, held on September 3-4 in Boston, gathering over 2,000 professionals from leading companies like Merck, Pfizer, and Sanofi to highlight advancements in AI within its Vault Platform and clinical operations. This summit underscores Veeva’s ongoing focus on AI-driven solutions and collaboration with top life sciences companies to accelerate development and streamline quality management. We’ll explore how Veeva’s showcased...

Earlier this month, Lynkwell announced it had completed integration of WEX payment technology into its electric vehicle charging software and service platform, enabling fleets to use WEX-based digital payment solutions at thousands of Lynkwell chargers nationwide. This partnership positions Lynkwell as the only fully U.S.-based, vertically-integrated EV charging provider offering corporate-grade WEX payment capabilities, enhancing operational oversight and streamlined billing options for...

BJ's Wholesale Club Holdings ( NYSE:BJ ) Second Quarter 2026 Results Key Financial Results Revenue: US$5.38b (up 3.4...

Parker-Hannifin ( NYSE:PH ) Full Year 2025 Results Key Financial Results Revenue: US$19.9b (flat on FY 2024). Net...

When we invest, we're generally looking for stocks that outperform the market average. And in our experience, buying...

Key Insights The projected fair value for ICU Medical is US$238 based on 2 Stage Free Cash Flow to Equity ICU Medical's...

Kimball Electronics ( NASDAQ:KE ) Full Year 2025 Results Key Financial Results Revenue: US$1.49b (down 13% from FY...

Just because a business does not make any money, does not mean that the stock will go down. For example, although...