U.S. Construction Stock News

Why Marriott International stock is back in focus Marriott International (MAR) is drawing fresh attention after reporting second quarter results that included global RevPAR growth of 3.4% and record development signings, alongside an increase in full year 2026 RevPAR guidance. Management also highlighted new long term U.S. co branded credit card agreements with JPMorgan Chase and American Express, which are expected to create additional value for loyalty members and hotel owners and help...

Pinnacle West Capital (PNW) is back in focus after its August special call, which followed second quarter results, confirmed 2026 earnings guidance and a filed at-the-market equity offering of up to $500 million. See our latest analysis for Pinnacle West Capital. Pinnacle West Capital’s share price has eased over the past month, with a 30 day share price return of down 7.6%, even though the year to date share price return is 13.9% and the 5 year total shareholder return is 55.8%. This...

In the past quarter, Frontier Group Holdings reported second quarter 2026 revenue of US$1,279 million, up from US$929 million a year earlier, alongside a wider net loss of US$90 million versus US$70 million previously. The combination of strong top-line growth and deeper losses highlights how cost pressures or operational issues are offsetting Frontier’s growing passenger revenue base. Next, we’ll examine how Frontier’s higher revenue but expanding net loss shapes its existing investment...

Cooling US inflation, a more cautious Federal Reserve stance and relief on tariffs are quietly reshaping the outlook for value focused consumer and discount retailers. This mix of softer price pressures and potential margin relief could change how investors think about steady, cash generating US retailers exposed to these trends. This article walks through three stocks from our screener that appear positively exposed to this news backdrop and explains what investors should watch. The three...

Pfizer (PFE) is back in focus after its second quarter results came in ahead of internal expectations, prompting the company to lift full year revenue guidance and spotlight progress in key non COVID therapies. See our latest analysis for Pfizer. Pfizer's recent earnings beat, higher full year revenue guidance and progress in drugs like Eliquis and LITFULO have coincided with a 7.5% 30 day share price return and an 11.9% 1 year total shareholder return, although longer term total shareholder...

Cigna Group (CI) is back in focus after its 30 July 2026 earnings release, which detailed second quarter and first half results, along with fresh context on buybacks, dividends and recent share performance. See our latest analysis for Cigna Group. Cigna Group's recent earnings and ongoing buybacks have come against a softer backdrop, with the share price at $277.41 and a 30 day share price return that has fallen 8.9%. However, the 5 year total shareholder return of 47.94% points to a steadier...

THOR Industries has faced several years of pressure, with annual sales falling around 2.3% and earnings per share dropping even faster, pointing to weaker profitability per unit sold. Returns on capital have also compressed, suggesting that the company’s earlier high-margin opportunities are harder to replicate and its existing profit engines are losing efficiency. Next, we will examine how these ongoing profitability challenges and weakening returns on capital influence THOR Industries’...

Why Medical Properties Trust is back in focus after second quarter results Medical Properties Trust (MPT) is drawing fresh attention after its second quarter 2026 earnings, which showed a much smaller quarterly net loss and a return to net income for the first half. The company reported second quarter sales of US$236.71 million and revenue of US$259.28 million, with a net loss of US$2.6 million and basic loss per share from continuing operations of US$0.01. For the six months to June 30,...

ADMA Biologics recently reported its second-quarter 2026 results, with sales of US$124.4 million and net income of US$37.82 million, and it reaffirmed full-year revenue guidance of US$530 million to US$560 million. The combination of higher quarterly and year-to-date earnings per share versus last year and maintained revenue expectations highlights management’s confidence in the company’s current operating trajectory. Next, we’ll consider how ADMA’s reaffirmed 2026 revenue guidance could...

Cummins (CMI) just reported record second quarter sales and EBITDA, raised its full year 2026 revenue growth guidance to 10% to 13%, and outlined progress on its phased transition to new EPA emissions rules. See our latest analysis for Cummins. Despite Cummins lifting its 2026 revenue guidance after record quarterly results, the stock has eased in recent months, with a 30 day share price return of down 3.99% and a 90 day share price return of down 10.97%. Over a longer horizon, however,...

Global Ship Lease (GSL) is back in focus after confirming newbuild orders for 15 midsized, ultra high reefer container ships, all tied to multiyear charters that help reduce earnings and cash flow uncertainty. See our latest analysis for Global Ship Lease. At a share price of $41.24, Global Ship Lease has seen its 1 year total shareholder return reach 43.73%, while the 3 year total shareholder return sits at 160.77%. This suggests momentum has built over time, even as the 7 day share price...

Pinterest’s recent updates include Q2 2026 results showing revenue of US$1,179.65 million and a net loss of US$46.67 million, the appointment of Renee Jewell as Chief Accounting Officer effective August 26, 2026, and new Q3 2026 revenue guidance of US$1,190 million to US$1,210 million. In parallel, a new partnership with Zillow uses high-intent housing data to sharpen ad targeting on Pinterest, potentially deepening its role in commercial visual discovery across home-buying, renovation, and...

StepStone Group Inc. reported first-quarter 2026 results, with revenue rising to US$378.89 million from US$364.29 million a year earlier, while net loss widened to US$115.82 million and basic and diluted loss per share from continuing operations increased to US$1.41 from US$0.49. Alongside these results, StepStone raised its quarterly dividend to US$0.33 per share and outlined a buy-in of its Private Wealth profits interest, actions aimed at reshaping how it converts fundraising and platform...

Recent share performance and business context for Copart stock Copart (CPRT) has drawn attention after a mixed run in its share price, with the stock down over the past year and past 3 years, despite a gain over the past month. See our latest analysis for Copart. Recent price action suggests momentum in Copart is still under pressure, with the share price down over the past year despite a gain over the past month and a weaker total shareholder return over longer periods. If Copart’s moves...

agilon health has had an exceptionally strong run year to date, yet the stock still screens as undervalued on the broader checks, which raises a clear question about how much of the optimism is already in the price. Year to date, the share price is up about 412.2%, which puts recent volatility into sharp focus for anyone assessing what comes next. Recent membership growth and clinical initiatives can support expectations for future revenue, while any disappointment around how these programs...

Vornado Realty Trust (NYSE:VNO) has entered a joint venture with Rudin Management and an affiliate of Kenneth Griffin for a new office project at 350 Park Avenue in Manhattan. The partnership plans a 1.9 million sq ft office development on Park Avenue, centered on a landmark property in Midtown. The deal formalizes Vornado's role alongside major partners and reflects a significant capital commitment to a high profile New York office asset. The project is expected to influence Vornado's long...

Taysha Gene Therapies stock has delivered a very strong 231.9% return over the past three years, yet current valuation checks and market multiples point to a less straightforward picture of whether the recent gains leave enough room for upside from here. The stock is up 231.9% over three years, which puts extra weight on whether recent optimism about its gene therapy pipeline is already reflected in the share price. Progress on TSHA-102 for Rett syndrome, including completed dosing in key...

Kontoor Brands reported past second-quarter 2026 results with sales of US$584.29 million, net income of US$64.8 million, and diluted EPS from continuing operations of US$1.03, alongside confirming full-year revenue guidance of US$2.66 billion to US$2.71 billion. The company also completed a US$50 million share repurchase tranche and expanded Joseph Alkire’s responsibilities to President and Chief Financial Officer, consolidating oversight of Helly Hansen, Wrangler and global operations under...

IDEXX Laboratories has had a weak run over the past five years, yet the current checks suggest the stock is not obviously cheap, with the Discounted Cash Flow (DCF) estimate pointing to a price close to intrinsic value while market multiples lean expensive. That mix leaves investors weighing a fairly valued intrinsic view against richer headline valuation ratios. IDEXX Laboratories has delivered a decline of 15.7% over five years, which softens the long term return story even before looking...

Fresh Q2 2026 earnings from XPEL (XPEL) give you new data to assess the stock. The company reported higher revenue and net income, alongside new manufacturing investments and updated quarterly guidance. See our latest analysis for XPEL. The latest Q2 earnings, fresh guidance for Q3 2026 and recent board change have come against a backdrop of mixed price action for XPEL. The stock’s 30 day share price return of 9.66% and 90 day share price return of 15.39% point to improving momentum, even...

People (PPLI) is in focus after its second quarter results showed higher profitability alongside modestly lower sales, with investors also weighing fresh 2026 guidance, new leadership appointments and ongoing interest in its digital and AI initiatives. See our latest analysis for People. Despite the strong Q2 profit figures and leadership updates, People’s 30 day share price return is down 11.55%, while the 1 year total shareholder return of 13.95% points to longer term momentum that is still...

In August 2026, Helios Technologies, Inc. reported second-quarter sales of US$231.9 million and net income of US$21.9 million, then raised its full-year 2026 sales guidance to a range of US$880 million to US$900 million alongside new third-quarter sales guidance of US$215 million to US$222 million. Management also declared its two-year business stabilization plan complete, signaling a shift to a “takeoff” phase that includes targeting data center thermal management as a major growth...

How Campbell's Stock Has Been Trading Recently Campbell's (CPB) stock has moved within a relatively tight range in recent periods, with the share price most recently closing at US$22.60. Recent returns show mixed short term moves alongside weaker performance over longer horizons. Over the past day the stock declined 0.5%, and over the past week it fell 2.0%. The past month shows a gain of 2.0%, while the past 3 months show an increase of 12.3%. Year to date the stock is down 18.4%, and the...

Global Payments Inc. reported past second-quarter 2026 results showing sales of US$3,320.79 million but net income of just US$12.97 million, alongside sharply lower earnings per share compared with a year earlier. Despite the weaker profitability and a net loss of about US$1.79 billion over the first half of 2026, the board still approved a US$0.25 per share dividend payable on September 25, 2026, underscoring a commitment to ongoing shareholder payouts. Next, we’ll examine how the weaker...