U.S. Construction Stock News

Earlier this week, Sotera Health reported quarterly results showing revenues up 9.1% year on year, beating analyst estimates and delivering double-digit adjusted EBITDA growth alongside roughly 150 basis points of margin expansion. These stronger-than-expected margins, following a period of rising capital intensity and pressure on free cash flow, highlight meaningful progress in improving the efficiency of Sotera Health’s sterilization and lab testing operations. With this margin expansion...

Pinnacle West Capital (PNW) has been quietly rewarding patient investors, with the stock up about 7% over the past year and roughly 31% over the past 3 years, outpacing many utilities peers. See our latest analysis for Pinnacle West Capital. At the current share price of $88.36, Pinnacle West’s modest 2.65% 90 day share price return sits alongside a stronger three year total shareholder return of just over 31%, suggesting steady momentum rather than a speculative spike. If you like the steady...

In December 2025, Customers Bancorp, Inc. completed a US$100,000,000 fixed-to-floating rate junior subordinated unsecured notes offering due January 15, 2036, issued at 100% with a 1.5% discount per security and callable, variable-rate features. This capital raise follows a 38.3% year-on-year revenue increase and stronger-than-expected net interest income, underpinned by higher loan and lease interest and more non-interest-bearing deposits. We’ll now examine how this junior subordinated...

Recent analysis of Graco (GGG) is putting its slowing momentum in the spotlight, with two years of flat sales, shrinking earnings per share, and weaker returns on capital raising fresh questions about its long term growth story. See our latest analysis for Graco. Despite the recent operational questions, the share price has been fairly steady, with a modestly positive year to date share price return and a strong three year total shareholder return suggesting long term holders are still ahead,...

Wondering if Affirm Holdings is still a smart buy now that buy now, pay later is back in the spotlight? This article unpacks whether today's price lines up with the business behind the hype. The stock has been on a tear lately, climbing 5.5% over the last week, 13.6% over the past month, and 21.6% year to date, while its 3 year return of 741.5% shows how explosive the ride has been. Those moves have come as investors refocus on Affirm's partnerships with major retailers and platforms, along...

The latest move in Xcel Energy (XEL) stock was sparked by a high stakes lawsuit from the Texas Attorney General over the deadly Smokehouse Creek wildfire, which has pushed legal and financial risk firmly into focus. See our latest analysis for Xcel Energy. Despite the legal overhang, Xcel Energy’s 1 month share price return of negative 7.7 percent comes after a solid year to date share price return of roughly 10.8 percent, and a 1 year total shareholder return of about 12.2 percent. This...

Earlier this month, GEO Group announced that its subsidiary BI Incorporated had been awarded a new U.S. Immigration and Customs Enforcement contract to provide skip tracing services, starting December 16, 2025, with an initial one-year term and an additional one-year option. The deal deepens GEO’s long-running relationship with ICE and extends its reach in non-custodial immigration supervision, an area investors increasingly focus on for more asset-light growth. Next, we’ll examine how this...

Earlier this month, Navios Maritime Partners L.P. reshaped its leadership structure by promoting long-tenured insiders into newly created vice chair and president roles, while elevating key legal, risk, and finance executives to senior positions to support an integrated dry bulk, container, and tanker platform. This internal reshuffle concentrates decision-making around an executive office under Chairwoman Angeliki Frangou, signaling a focus on more coordinated corporate transactions, risk...

In recent commentary, Campbell's reported that unit sales have been flat for two years and sales are projected to decline 2.3% over the next 12 months, while earnings per share have fallen even as revenue has grown. This combination of weak volume trends and less profitable incremental sales points to mounting pressure on both demand and profitability across the business. Next, we'll examine how flat unit sales and expected revenue softness may influence Campbell's existing investment...

In December 2025, Adeia Inc. raised its 2025 guidance, projecting revenue of US$425.0 million to US$435.0 million and net income of US$96.4 million to US$113.9 million, while also announcing a long-term agreement granting The Walt Disney Company access to its media intellectual property portfolio and resolving all related litigation. This combination of higher earnings expectations and a comprehensive, long-term IP license with a major entertainment group underscores Adeia’s role as a core...

Watsco, Inc. recently reported mixed Q3 2025 results, with revenue and EPS below analyst expectations but record gross margin of 27.5%, record operating cash flow, and a debt-free balance sheet, while confirming that most one-time A2L refrigerant transition costs are now behind it. Management also indicated that the completed A2L transition spending should support efficiency gains in 2026 and plans to showcase growth initiatives at its December Investor Day, offering investors clearer...

Stryker recently announced that its Board of Directors approved a quarterly dividend of US$0.88 per share, payable on January 30, 2026, to shareholders of record as of December 31, 2025, marking a 4.8% increase versus the prior year and previous quarter. Alongside this higher payout, Stryker is reshaping its leadership team with Spencer Stiles becoming President and Chief Operating Officer and Dylan Crotty advancing to Group President of Orthopaedics, changes that may influence how the...

Arhaus (ARHS) has quietly delivered a strong past month, with the stock climbing about 25% as investors warm to its premium home furnishings model and steady double digit revenue and profit growth. See our latest analysis for Arhaus. That 24.8% 1 month share price return builds on a solid trend, with the year to date share price return of 24.1% and a 1 year total shareholder return of 22.2% pointing to gradually improving sentiment around Arhaus profitable growth story. If Arhaus momentum has...

Assessing TPG stock after its recent climb TPG (TPG) has quietly pushed higher over the past month, gaining about 17% while the broader market churned. That move, combined with solid multi year returns, has investors revisiting the stock’s setup. See our latest analysis for TPG. Looking beyond the recent pop, TPG’s roughly flat year to date share price return sits in the shadow of an exceptional three year total shareholder return of about 164%. This suggests longer term momentum remains...

Ellington Financial (EFC) just put a fresh omnibus shelf registration on file, giving it the flexibility to issue common and preferred stock, debt, warrants, and other securities when market conditions look attractive. See our latest analysis for Ellington Financial. The new shelf comes as Ellington Financial’s 13.90% year to date share price return and 27.23% one year total shareholder return suggest steady, dividend backed momentum. The capital raise option could reinforce that growth...

Institutional buyers are quietly leaning into Range Resources (RRC), with firms like Requisite Capital Management lifting their stakes as the company converts steady gas output into cash, buybacks, and dividends despite choppy commodity prices. See our latest analysis for Range Resources. That quiet buying spree is coming after a choppy stretch, with the share price at $35.25 and a roughly 8 percent one month share price pullback contrasting with a robust five year total shareholder return...

Edison International (EIX) just wrapped up cash tender offers for its Series A and B preferred stock while lifting its common dividend by 6%, a one two move aimed squarely at reshaping its capital stack. See our latest analysis for Edison International. Despite the capital structure shake up and 6% dividend lift, Edison International’s recent 90 day share price return of 11.19% comes against a much weaker year to date share price return of 24.88% and a more resilient five year total...

Darling Ingredients (DAR) just bumped its 2025 tax credit sales to $235 million through its Diamond Green Diesel joint venture, signaling meaningful progress in turning its renewable fuel operations into upfront cash. See our latest analysis for Darling Ingredients. The renewed push to monetize renewable fuel tax credits seems to be resonating with investors, with a roughly 13% 90 day share price return off recent lows. However, the three year total shareholder return is still deeply...

MSCI (MSCI) has kicked off a heated debate by reviewing whether companies with more than 50% of their assets in Bitcoin and other digital tokens still belong in its flagship equity indexes. See our latest analysis for MSCI. The review lands at an interesting moment for MSCI, with a 30 day share price return of 4.52 percent helping the stock claw back some of its year to date softness. A 5 year total shareholder return above 40 percent shows the longer term story is still intact even as...

Opera Limited has opened public access to Opera Neon, its US$19.90-per-month AI-focused experimental browser, and declared a US$0.40 per-share semi-annual cash dividend, payable in January 2026 to shareholders of record as of early January. The combination of a premium AI “agentic” browser offering top-tier models like Gemini 3 Pro and GPT‑5.1 and a sizable cash dividend highlights Opera’s push to monetize advanced AI tools while signaling confidence in its current cash generation. We’ll now...

Mondelez International (MDLZ) is back in focus after a voluntary recall of certain CHIPS AHOY! Baked Bites Brookie packs, following the discovery of corn starch clumps that could create a choking risk. See our latest analysis for Mondelez International. The recall lands after a busy stretch for Mondelez, with the Board recently affirming its regular dividend and the stock logging a 90 day share price return of minus 12.69 percent. The five year total shareholder return of 5.82 percent signals...

Riot Platforms (RIOT) has been in the spotlight after Bitcoin’s surge above $100,000 coincided with the company’s record revenue growth and ambitious data center expansion, drawing fresh institutional money and keeping analyst sentiment broadly constructive. See our latest analysis for Riot Platforms. At a share price of $13.92, Riot’s recent 7 day share price return of 7.41 percent and 33.08 percent year to date gain suggest momentum is rebuilding after a volatile stretch. Its 3 year total...

Earlier in December 2025, KeyCorp filed a prospectus to register 161,968,762 common shares issued to The Bank of Nova Scotia, signaling a meaningful change to its capital structure and potential dilution for existing investors. This move comes as CEO Chris Gorman rejects bank takeovers and traditional M&A while an activist investor presses for a no-acquisitions stance and leadership change, highlighting tensions around how KeyCorp uses its balance sheet and growth options. We’ll now examine...

Restaurant Brands International (QSR) has quietly outperformed many consumer peers over the past year, and that steady climb has investors asking whether the stock’s current price still reflects its fundamentals. See our latest analysis for Restaurant Brands International. The share price has eased slightly in recent weeks, but Restaurant Brands International still trades around 69.57 dollars after a solid 90 day share price return of 7.76 percent and a 1 year total shareholder return of 9.99...