U.S. Construction Stock News

Nova (NVMI) continues to draw investor attention after recent share price moves, with the stock last closing at $534.24. The company reports revenue of $902.529m and net income of $263.659m in its semiconductor metrology business. See our latest analysis for Nova. Nova’s recent share price swings reflect strong underlying momentum, with the stock delivering a 21.22% 90 day share price return and a 53.81% year to date share price return, alongside a very large 5 year total shareholder return...

Trimble (TRMB) is back in focus after a recent share price slide, with the stock down about 11% over the past month and about 20% over the past 3 months from its recent levels. See our latest analysis for Trimble. Zooming out, Trimble’s share price return has fallen 35.9% year to date and the 1 year total shareholder return is down 33%. The latest slide therefore extends a longer period of fading momentum as investors reassess growth prospects and risk. If Trimble’s recent volatility has you...

Why RPM International’s Latest Earnings Matter for Investors RPM International (RPM) has drawn fresh attention after reporting record third quarter earnings, along with a UBS upgrade and the appointment of a new board member. This combination has sharpened investor focus on the stock. See our latest analysis for RPM International. At a share price of $111.70, RPM International has seen a 1-day share price return of 1.82%, a 30-day share price return of 8.55%, and a 90-day share price return...

CarMax (KMX) has opened its 2027 financial year with Q1 revenue of about US$8.5b and basic EPS of US$1.31, setting a clear benchmark for how the rest of the year might unfold. Over the past year, the company has seen quarterly revenue move from about US$8.0b in Q1 2026 to US$8.5b in Q1 2027, while basic EPS shifted from US$1.38 to US$1.31. This gives investors a clean year-on-year read on top line scale and per share earnings. With net income of US$185.6m and trailing 12 month EPS of US$1.54,...

Nano-X Imaging (NNOX) has opened Q1 2026 with total revenue of US$4.3 million and a basic EPS loss of US$0.20, setting the tone for another period where investors are weighing growth against ongoing losses. Over the past year, the company has seen quarterly revenue move from US$2.8 million in Q1 2025 to US$4.3 million in Q1 2026. During the same period, basic EPS has ranged from a loss of US$0.50 in Q4 2025 to a loss of roughly US$0.20 in the latest quarter, keeping the focus squarely on how...

Recent Share Performance Context for Lamb Weston Holdings Lamb Weston Holdings (LW) has drawn attention after a period where the stock declined about 13% over the past year, even as returns over the past month and past 3 months have been positive. This mixed performance profile has some investors reassessing how the frozen potato producer’s current valuation aligns with its recent financial results, including its reported revenue of about $6.5b and net income of roughly $300.3m. See our...

SoftBank CEO Masayoshi Son has outlined a long term vision for Arm Holdings, suggesting its value could rise significantly as it becomes a core supplier for AI infrastructure. Arm is shifting its business model from primarily licensing chip designs to selling complete CPUs, a move that echoes the approach used by some large GPU suppliers in AI. New analyst work from several banks points to Arm potentially gaining meaningful share in CPUs for agentic AI data centers by 2030, which would...

GameStop (NYSE:GME) CEO Ryan Cohen has asked the board to cancel a US$35b performance award. The decision is tied to Cohen’s plan to pursue an acquisition of eBay, marking a shift beyond GameStop’s core retail focus. eBay’s board has rejected the initial proposal, and Cohen has signaled an intention to take the offer directly to eBay shareholders. GameStop, long associated with video game retail, is now at the center of a much broader story. By linking the withdrawal of a US$35b performance...

Recent Returns Put Apollo Global Management in Focus Apollo Global Management (APO) has drawn investor attention after its stock declined around 6% over the past month, despite a gain of roughly 12% over the past 3 months and a 3 year total return above 600%. This performance sits alongside a reported revenue figure of US$31,287 million and net income of US$1,155 million. This combination is prompting closer scrutiny of how the company’s diversified asset management and retirement services...

Choice Hotels International (CHH) stock has recently drawn attention after a period of mixed returns, with shares down over the past year but higher over the past 3 months and year to date. See our latest analysis for Choice Hotels International. At a share price of US$111.18, Choice Hotels International has recently given investors a 10.49% 90 day share price return and a 15.69% year to date share price return, although the 1 year total shareholder return is still down 11.52%, suggesting...

Inflation is front and center again, with the latest CPI report showing a 4.2% annual rise and energy costs jumping sharply. That mix can squeeze some companies while giving others more pricing power or demand resilience. For investors, the key question is which stocks are directly exposed to these moves in consumer prices and energy, and how that exposure could shape earnings risk or opportunity. This article pulls out three stocks tied to the recent CPI and energy spike, highlighting one...

Earlier this week, Sysco’s Guest Supply division announced a licensing agreement with RODA to manufacture and distribute RODA-branded skincare and personal care products for hotels across the Asia Pacific region. This partnership combines Guest Supply’s hospitality manufacturing and distribution network with RODA’s clinically formulated skin and hair care lines, potentially broadening Sysco’s reach in non-food categories within the hotel supply chain. We’ll now examine how Guest Supply’s new...

CBIZ (CBZ) is drawing attention after recent share price pressure, with the stock down over the past month and year. This has prompted investors to reassess its valuation and the factors influencing its underlying business performance. See our latest analysis for CBIZ. For CBIZ, the share price has come under pressure recently, with a 1 day share price return showing a 2.63% decline and a year to date share price return down 40.16%. At the same time, the 90 day share price return of 16.34%...

Balchem stock performance snapshot and recent returns Balchem (BCPC) has drawn fresh attention after recent price moves, with the stock last closing at $169.23 and showing gains over the past week, month and past 3 months. For context, Balchem reports annual revenue of $1.06b and net income of $158.08m, reflecting its role across human and animal nutrition and specialty products, primarily in the United States. See our latest analysis for Balchem. Zooming out, Balchem’s share price return of...

Fermi (FRMI) is back in focus after a 7 day stock rally coinciding with fresh progress on Project Matador, including a new gas turbine agreement and recent testimony on its data center water use plans. See our latest analysis for Fermi. Against a backdrop of heated governance disputes and fresh Project Matador milestones, Fermi’s share price has seen a 1-day share price return of 10.14% and a 30-day share price return of 36.86%. The year to date share price return is broadly flat. If the...

Neogen Corporation recently expanded the availability of FIFRA Section 2(ee) recommendations for its Prozap Insectrin X Concentrate and Prozap Screw Worm and Ear Tick Aerosol in Texas and Florida, giving ranchers, livestock producers, and horse owners additional options for fly and pest management beyond the EPA-approved label uses. This added flexibility in how producers can use Neogen’s Prozap products could strengthen the company’s animal safety franchise by embedding its solutions more...

National Beverage (FIZZ) has drawn fresh attention after recent share performance, with the stock down about 7% over the past month and modestly lower over the past three months. See our latest analysis for National Beverage. Stepping back, National Beverage’s recent 7 day share price decline of about 8.5%, alongside a weaker 1 year total shareholder return of roughly 22%, suggests momentum has been fading even though the year to date share price return remains positive. If you are...

Carlyle Group (CG) has introduced a new climate risk framework during London Climate Action Week, tying asset valuations to resilience against severe weather and using insurance partnerships to reward portfolio companies that invest in protective upgrades. See our latest analysis for Carlyle Group. Despite the climate framework announcement, Carlyle Group’s recent share price momentum has been weak, with the stock at US$41.90 and the year to date share price return down 31.15%. However, the 3...

Powell Industries (POWL) is in focus after securing large data center contracts and steady utility awards, with management preparing to expand production capacity as institutional investors highlight the company’s revenue and earnings momentum. See our latest analysis for Powell Industries. The recent contract wins come on top of powerful share price momentum, with a 90 day share price return of 72.4% and a year to date share price return of 163.13%. The 1 year total shareholder return of...

Main Street Capital (MAIN) is back in focus after exiting its debt and equity positions in Centre Technologies Holdings, LLC, reporting realized gains and retaining a minority equity stake in the acquirer. See our latest analysis for Main Street Capital. At a share price of $50.19, Main Street Capital has seen its 1 day share price return edge up 0.78%, while the year to date share price return is down 18.72%. However, the 5 year total shareholder return of 79.08% shows the longer term...

Tractor Supply Company recently marked America’s 250th birthday with in-store events, special outdoor offers, and an extra 10% discount for verified military service members, veterans, their families, and first responders, while pledging donations to veteran and first responder organizations. At the same time, the company’s long-term expansion plans, pet health push, and an analyst rating upgrade highlight how Tractor Supply is trying to strengthen its position despite sector...

Berkshire Hathaway (BRK.A) is entering a new chapter after Warren Buffett’s retirement, with CEO Greg Abel steering a $10 billion private placement in Alphabet and reshaping holdings around technology, cyclicals, and cash-generating businesses. See our latest analysis for Berkshire Hathaway. Over the past year Berkshire Hathaway’s share price return has been relatively muted, with a small 1-year total shareholder return of 0.49% but a 3-year total shareholder return of 43.17% and 5-year total...

Earlier this year, Target announced it is partnering with Abercrombie & Fitch’s Hollister brand to launch The Hollister Collection at Target stores and online, featuring apparel, bedding, and dorm essentials ahead of the back-to-school shopping period. This collaboration gives Hollister exposure to Target’s broad customer base and store network, potentially reinforcing Hollister’s positioning as a youth-focused lifestyle brand across multiple product categories. We’ll now look at how this...

McKesson is investing in a new highly automated regional pharmaceutical distribution facility in Moore, Oklahoma. The project is intended to expand capacity and modernize the company’s distribution network across Oklahoma, Texas, and nearby states. The move is aimed at improving supply chain reliability and efficiency for pharmacies, hospitals, and health systems in the region. For investors tracking McKesson (NYSE:MCK), this new facility comes as the stock trades around $763.81, with a...