U.S. Construction Stock News

NasdaqGS:THRM
NasdaqGS:THRMAuto Components

3 US Manufacturing Stocks Backed By Reshoring And Tariff Shifts

Trade rules are being ripped up again, with a Supreme Court tariff refund decision on one side and a new Section 301 framework on the other. That mix creates fresh pressure and potential openings for US domestic manufacturing stocks that rely less on imports and more on homegrown production. This article unpacks the story behind the headlines and walks through 3 stocks from our screener that appear positively exposed to this shifting trade regime. The three stocks covered below are just a...
NYSE:NFG
NYSE:NFGGas Utilities

Updated Earnings Outlook And Buybacks Could Be A Game Changer For National Fuel Gas (NFG)

National Fuel Gas Company recently reported third-quarter 2026 results, reaffirmed its 2026 production guidance of 420–430 Bcf, and confirmed completion of a US$118.29 million share repurchase program initiated in March 2024. Together with progress toward closing its acquisition of CenterPoint’s Ohio gas utilities and an updated long-term earnings outlook through 2029, these developments highlight management’s focus on regulated growth, production efficiency and disciplined capital...
NasdaqGS:XERS
NasdaqGS:XERSPharmaceuticals

Xeris Biopharma’s Rising Revenue And Wider Losses Could Be A Game Changer For XERS

In August 2026, Xeris Biopharma Holdings reported that second-quarter revenue rose to US$92.1 million from US$71.54 million a year earlier, while its net loss widened to US$31.1 million and basic loss per share from continuing operations increased to US$0.18. For the first half of 2026, revenue grew to US$175.23 million from US$131.66 million year-on-year, but a larger net loss of US$28.87 million and a higher basic loss per share of US$0.17 highlighted the cost of pursuing growth alongside...
NYSE:RYN
NYSE:RYNSpecialized REITs

Rayonier’s Earnings Drop and Aggressive Buyback Might Change The Case For Investing In Rayonier (RYN)

In the past quarter, Rayonier Inc. reported second-quarter 2026 net income of US$19.1 million versus a very large profit a year earlier, while also completing a buyback of 7,885,029 shares for US$174.14 million under its December 2024 repurchase program. The sharp drop in earnings alongside substantial capital returned through repurchases raises important questions about how Rayonier is balancing current profitability with longer-term capital allocation priorities. We’ll now examine how...
NasdaqGS:CLBT
NasdaqGS:CLBTSoftware

Cellebrite DI (CLBT) Shares Climbed, What Is Driving Attention Now?

Why Cellebrite DI’s Upcoming Earnings and SkySafe Partnership Matter Now Cellebrite DI (NasdaqGS:CLBT) heads into its second quarter 2026 earnings report on 13 August, shortly after expanding its exclusive SkySafe partnership focused on drone detection and airspace intelligence for digital investigations. This combination of an imminent earnings update and a broader technology partnership has drawn fresh attention to Cellebrite DI among investors who follow digital forensics and public sector...
NasdaqGS:TBLA
NasdaqGS:TBLAInteractive Media and Services

AppLovin Stock Leads 3 Founder Run Software Picks Worth Watching

Central banks are weighing mixed inflation signals, and that puts leadership quality back in the spotlight. When policy paths feel uncertain, investors often pay closer attention to founders who still sit in the driving seat and have their capital on the line. Founder led companies can sometimes be better at staying focused when conditions change. This article highlights three stocks from the Founder Led Companies screener worth watching now. The three founder led stocks below are just a...
NasdaqGM:VCEL
NasdaqGM:VCELBiotechs

What Vericel (VCEL)'s Profit Turnaround, Higher Outlook and Buyback Plan Means For Shareholders

In late July 2026, Vericel Corporation reported second‑quarter revenue of US$77.46 million, up from US$63.24 million a year earlier, and moved from a net loss to a net income of US$2.21 million. Alongside raising its 2026 revenue outlook to US$330–US$340 million and reaffirming an expected gross margin of about 75%, Vericel also authorized a US$200 million open‑ended share repurchase program, signaling management’s confidence in the company’s financial position. Next, we’ll examine how...
NYSE:DKS
NYSE:DKSSpecialty Retail

How DICK'S Expanded Perfect Game Youth Baseball Partnership Will Impact DICK'S Sporting Goods (DKS) Investors

Perfect Game USA recently renewed and expanded its partnership with DICK'S Sporting Goods, with the East Cobb Complex in Georgia renamed DICK'S Sporting Goods Park at East Cobb and DICK'S continuing as title sponsor of the Perfect Game All-American Classic through 2027. This deeper collaboration embeds DICK'S brand across youth baseball events, facilities and digital channels, potentially reinforcing its role at the center of organized youth sports participation. We’ll now examine how the...
NYSE:SHO
NYSE:SHOHotel and Resort REITs

Sunstone Hotel Investors (SHO) Earnings Beat Raises The Question Of Whether Shares Are Fully Valued

Why Sunstone Hotel Investors Earnings and Guidance Matter Now Sunstone Hotel Investors (SHO) is drawing attention after second quarter earnings released on August 6, 2026, topped expectations, came with a higher full year profit outlook, and confirmed dividends. The company reported second quarter net income of US$26.03 million on revenue of US$277.11 million, along with updated guidance that points to higher expected net income and earnings per share for 2026. See our latest analysis for...
NYSE:ACN
NYSE:ACNIT

Progressive Stock Leads 3 Dividend Picks For Investors Seeking Steady Income

Oil prices remain resilient as shipping risks around the Strait of Hormuz keep energy costs elevated. That keeps inflation on the radar for central banks and leaves cash yields uncertain. Reliable cash dividends start to look more appealing when policy signals are harder to read. This article highlights three stocks from the Dividend Powerhouses screener, each offering a yield above 5% with dividends that are covered, growing, and historically stable. The three stocks covered below are just a...
NasdaqGS:VCTR
NasdaqGS:VCTRCapital Markets

Victory Capital Holdings (VCTR) Posted Strong Q2 Results, Is The Stock Fully Valued?

Victory Capital Holdings (VCTR) is back on investors radar after reporting stronger second quarter 2026 results, pairing higher revenue and profitability with an active acquisition push funded by free cash flow, buybacks and a maintained dividend. See our latest analysis for Victory Capital Holdings. Those second quarter results and the push for acquisitions have coincided with strong momentum in Victory Capital Holdings, with a 17.26% one month share price return, a 68.74% year to date share...
NasdaqGS:LSTR
NasdaqGS:LSTRTransportation

How Investors May Respond To Landstar System (LSTR) Earnings Beat And Dividend Hike

Landstar System, Inc. recently reported past second-quarter 2026 results showing sales of US$1,411.38 million and net income of US$48.95 million, alongside a 10% increase in its quarterly dividend to US$0.44 per share. The combination of higher revenue and earnings over both the quarter and first half of 2026, together with a higher dividend, underlines management’s confidence in the business and its ongoing focus on returning cash to shareholders. With this earnings improvement and dividend...
NYSE:DNOW
NYSE:DNOWTrade Distributors

2% Undervalued, DNOW (DNOW) After Strong Q2 And Higher 2026 Revenue Guidance?

Why DNOW’s latest quarter is back in focus DNOW (DNOW) is back on investor watch after a second quarter that combined higher revenue, stronger adjusted EBITDA and record operating cash flow, alongside faster than expected benefits from integrating acquired MRC Global locations. See our latest analysis for DNOW. DNOW’s recent earnings, buyback activity and the ongoing class action backdrop are all feeding into sentiment, with the 30 day share price return of 26.59% and 1 year total shareholder...
NYSE:JCI
NYSE:JCIBuilding

How Record Backlog, Data Center Demand and Raised Guidance Could Reshape Johnson Controls’ (JCI) Risk-Reward Profile

Johnson Controls International plc recently reported third-quarter 2026 results, with revenue of US$6,614 million and net income of US$749 million, alongside progress on a long-running share repurchase program totaling US$24.03 billion since 2012. The company also highlighted record backlog and strong earnings per share growth tied to demand for thermal management and data center solutions, while presenting its data center and cloud infrastructure technologies at a Jakarta industry expo...
NasdaqGS:LEGN
NasdaqGS:LEGNBiotechs

Legend Biotech (LEGN) CEO Shift: Will CARVYKTI Leadership Rebalance Risk Between Pipeline and Commercial Focus?

Legend Biotech Corporation recently announced that Ying Huang, Ph.D., has stepped down as Chief Executive Officer and Board member, effective July 24, 2026, with CARVYKTI Business Unit President Alan Bash appointed as Interim CEO and Dr. Huang remaining as an advisor through August to support the transition. This leadership shift places operational oversight in the hands of an executive closely tied to Legend’s flagship CARVYKTI franchise, potentially influencing how the company prioritizes...
NYSE:SNDR
NYSE:SNDRTransportation

Is Stronger Q2 Earnings And Steady Dividend Policy Altering The Investment Case For Schneider National (SNDR)?

Schneider National, Inc. recently reported its second-quarter 2026 results, with revenue rising to US$1,568.7 million and net income improving to US$49.7 million, alongside the board affirming a US$0.10 quarterly dividend and adding CEO James S. Filter to an expanded 11-member board. These results also lifted first-half 2026 sales to US$2,967.2 million and net income to US$70.1 million, suggesting the company’s technology and cost-efficiency focus may be contributing to better earnings...
NYSE:AAP
NYSE:AAPSpecialty Retail

Advance Auto Parts (AAP) Restructuring Story Keeps Fair Value In Focus

Advance Auto Parts (AAP) is in the middle of a multi year restructuring that targets its operational challenges and competitive pressures. This effort, along with its perceived risks and benefits, is now a central focus for investors. See our latest analysis for Advance Auto Parts. At a recent share price of US$57.80, Advance Auto Parts has seen its 90 day share price return rise 9.84% and its year to date share price return rise 48.62%, while the 1 year total shareholder return is slightly...
NYSE:CNO
NYSE:CNOInsurance

3% Overvalued? CNO Financial Group (CNO) Following Its Dividend And Guidance Update

CNO Financial Group (CNO) has drawn fresh attention after affirming a quarterly cash dividend of $0.18 per share, along with its recent earnings report, upgraded full year guidance and continued share repurchases. See our latest analysis for CNO Financial Group. The recent dividend affirmation and guidance upgrade come after a strong run in CNO Financial Group's stock, with a 90 day share price return of 19.47% and a 1 year total shareholder return of 51.43% that point to strengthening...
NYSE:SPG
NYSE:SPGRetail REITs

Why Simon Property Group (SPG) Is Getting Attention Today

Recent performance snapshot for Simon Property Group stock Simon Property Group (SPG) has drawn investor attention after a period of mixed recent returns, with the stock modestly higher over the past month and past 3 months but lower over the past week. For context, Simon Property Group reports annual revenue of US$6,648.6m and net income of US$4,690.1m from its global portfolio of shopping, dining, entertainment and mixed-use properties, largely concentrated in the United States. See our...