U.S. Construction Stock News

On August 20, 2025, JBT Marel Corporation executed an amendment to its Second Amended and Restated Credit Agreement, reducing the cost of its Term B Loans by removing a ten basis point credit spread adjustment and lowering the loan margin linked to leverage ratios. This adjustment is significant as it decreases expected interest expense, potentially enhancing the company's financial flexibility and operational efficiency going forward. We'll explore how lowering debt costs through this...

Simpson Manufacturing recently reported stronger-than-expected second quarter 2025 results, driven by robust North American sales and successful price increases, leading to improved analyst sentiment and upward earnings estimate revisions. This performance has set the company apart from its construction sector peers and reinforced confidence in its operational execution and market positioning. We'll examine how Simpson Manufacturing's outperformance in North America and effective pricing...

If you have been tracking Kratos Defense & Security Solutions lately, you are probably asking yourself the same thing many investors are right now: is this stock truly worth its price, or is there an opportunity being overlooked? With its shares closing at $66.71 recently, Kratos has grabbed market attention after an undeniably impressive run. Just look at the numbers: up almost 153% year to date, and a staggering 193% gain over the last year. That’s more than what you see in most defense...

Targa Resources (TRGP) just turned heads with its latest second-quarter earnings report, posting a surge in revenue and more than double the net income compared to last year. Alongside these financials, the company also upped the confidence by reaffirming its full-year guidance and highlighting ambitious plans to boost LPG export capacity in the next couple of years. While news like this usually drives optimism, a recent uptick in insider selling adds a wrinkle that has investors watching...

Adtalem Global Education (NYSE:ATGE) just delivered quarterly results that cleared analyst expectations on both revenue and earnings. Results surprised on the upside by nearly 10% and 4%, respectively. The gains resulted from continued enrollment growth, tighter operational controls, and solid student outcomes. Management credits these results to focused execution. Even with higher expenses and lingering margin pressures in the Medical and Veterinary segment, investors appeared to see enough...

If you’re unsure about what to do with FedEx (FDX) right now, you’re not alone. The company recently rolled out a complex fixed-income exchange offer on a range of bonds with maturities well into the 2040s. At nearly the same time, FedEx also named a new chief digital and information officer, bringing in leadership with significant technology expertise. For investors, these two developments signal FedEx’s intent to modernize both its operations and its approach to managing the balance sheet...

Utz Brands (UTZ) just announced it will be shuttering its Grand Rapids manufacturing facility and laying off 75 employees as part of a plan to streamline operations and optimize resources. For shareholders on the sidelines, this type of restructuring move usually grabs attention, as it can hint at cost savings and a more focused business model, but it also raises questions about market headwinds and growth prospects. When a company decides to tighten its footprint, investors have to weigh...

We'd be surprised if Tennant Company ( NYSE:TNC ) shareholders haven't noticed that the Senior VP & Chief Commercial...

Vertiv Holdings Co (NYSE:VRT) is back in the spotlight after its shares logged a month-long slide that might leave some investors wondering what’s going on. In the absence of a clear event or catalyst, the recent dip could be seen as a routine breather for a stock that was setting new highs not long ago. However, any unexpected move in a name like Vertiv, which has captured attention for its data center and critical infrastructure exposure, tends to make investors pause, especially those...

If you’ve been keeping an eye on Cathay General Bancorp (CATY), you likely noticed the recent surge in its stock price. This move came just after Federal Reserve Chair Jerome Powell’s comments at the Jackson Hole symposium, which signaled a possible change in interest rate policy. Powell’s hints at rate cuts breathed new life into regional banks, putting Cathay General Bancorp firmly in the spotlight for investors balancing income and growth considerations. While the company did affirm...

PROS Holdings, Inc.'s ( NYSE:PRO ) price-to-sales (or "P/S") ratio of 2.2x might make it look like a strong buy right...

If you have Amphastar Pharmaceuticals (AMPH) on your radar, the company’s latest move may spark some fresh debates about where this stock is headed. Amphastar just unveiled an exclusive licensing deal with Nanjing Anji Biotechnology to develop and commercialize three innovative peptides in the US and Canada. The first of these peptides, thanks to Anji’s research, targets cancer treatment through a mechanism aimed at stopping tumor growth and spread. This sets it up as a potential competitor...

If you’ve got ITT (NYSE:ITT) on your watchlist, Zacks Investment Research just gave investors something to consider. The firm recently highlighted ITT as a top pick in the growth stock category, pointing to strong earnings momentum and a Growth Score that sets it apart from peers. Factoring in upward revisions in earnings estimates, there is now a growing sense that ITT’s fundamentals could drive shares higher over the next year, leading many to rethink their stance on the stock. Looking at...

If you have been following Zions Bancorporation National Association (ZION), you probably noticed the recent buzz around its $500 million fixed-to-floating rate senior notes offering. The bank priced these notes with a 4.7% fixed rate initially, shifting to a floating rate based on SOFR plus a spread later on. Beyond the headline numbers, the real focus is what the bank plans to do with the proceeds—specifically, paying down short-term debt and reducing its exposure to interest rate swings...

If you have been following DocuSign (DOCU), the latest recognition from IDC MarketScape as a Leader in AI-Enabled Buy-Side Contract Lifecycle Management might have caught your eye. This new accolade highlights DocuSign’s Intelligent Agreement Management platform and its AI-driven capabilities, emphasizing a growing shift toward smarter, more automated contract processes. For investors, this kind of third-party validation can be a solid signal, suggesting DocuSign’s technology is not just...

If you have been following Viasat (VSAT), the company’s latest $252 million contract win for the SouthPAN satellite project in Australia and New Zealand is tough to ignore. By expanding its role in delivering advanced positioning and navigation services to critical sectors such as agriculture, aviation, and emergency response, Viasat is reinforcing its standing in strategically important regional markets. This new agreement, which builds on a previous SouthPAN award, signals both customer...

Recent news highlighted the ongoing risks within Camping World Holdings' RV dealership business model, including high cyclicality, reliance on floor plan financing, and slower inventory turnover compared to auto dealerships. The combination of stagnant organic growth and debt-funded expansion has led analysts to maintain a hold rating, citing limited competitive advantages and concerns over future earnings potential as economic uncertainty persists. We will examine how concerns about...

Vornado Realty Trust (VNO) has secured a $120 million refinancing deal for its 4 Union Square South property in Manhattan, locking in a fixed rate loan for ten years. The new interest rate is set at 5.64%, replacing the previous floating-rate loan that was scheduled to mature this month. For investors, this move highlights Vornado’s continued access to long-term capital and its emphasis on interest rate stability. Both factors can play a significant role in the current unpredictable real...

On August 14, Piper Sandler reiterated an Underweight rating on RPC, Inc., referencing continued sector uncertainty after conversations with companies across oilfield services and equipment markets. Piper Sandler’s ongoing caution highlights the persistent industry headwinds that oilfield service providers like RPC face despite technology advances. We will explore how analyst concerns over sector stability could influence expectations for RPC’s growth, margins, and investment case. Uncover...

We'd be surprised if Fastly, Inc. ( NYSE:FSLY ) shareholders haven't noticed that the Co-Founder, Artur Bergman...

Capital One Financial’s recently reported second-quarter 2025 adjusted earnings per share exceeded market expectations, driven by higher net interest and non-interest income along with growth in loans and deposits. An interesting aspect highlighted by management is that while the Discover acquisition continues to support operational improvements, integration costs are now expected to be slightly above previous estimates. We’ll now explore how this stronger-than-expected earnings report and...

At the recent Jackson Hole symposium, Federal Reserve Chair Jerome Powell delivered dovish remarks suggesting possible interest rate cuts, helping to ease investor concerns about prolonged high rates. This shift in monetary policy outlook spurred increased confidence among investors, particularly benefitting financial sector companies such as Fidelity National Financial. We'll examine how improved sentiment on potential rate cuts could impact Fidelity National Financial's investment...

In recent developments, Aptiv has been recognized for its ongoing transition from a cyclical auto supplier to a company focused on long-term structural content growth, largely reflecting regulatory-driven adoption of advanced driver-assistance systems (ADAS) and increased electrification content per vehicle. This shift is reflected in improved growth across Aptiv's Active Safety, Engineered Components, and Electrical Distribution segments, signaling a mix shift towards higher-margin and...

If you’ve been watching CCC Intelligent Solutions Holdings (CCCS) lately, you might have noticed the latest move with Elitek Vehicle Services. The two deepened their integration, so Elitek’s mobile sublet services and diagnostics can now be logged automatically in CCC ONE work files. That may sound niche, but for repair shops juggling increasing repair complexity and ongoing staff shortages, this kind of automation could make daily operations noticeably smoother, without added costs for...