U.S. Construction Stock News

Navient Corporation recently announced its second quarter 2025 earnings, reporting net income of US$14 million and basic earnings per share of US$0.14, both down significantly compared to the same period last year. Despite this decline in profitability, Navient completed a buyback of 1,900,000 shares in the quarter, bringing total repurchases under its ongoing program to over 59 million shares, or nearly half its initial count. We'll examine how the sharp fall in net income influences...

StandardAero, Inc. announced that on July 29, 2025, Derek J. Kerr was appointed to its Board of Directors' Audit Committee, following his earlier election to the board in February 2025. This board-level committee assignment highlights a focus on strengthening financial oversight, a critical area for investors and regulators alike. We'll explore how Mr. Kerr's addition to the Audit Committee could influence StandardAero's investment narrative and governance outlook. The best AI stocks today...

Super Micro Computer, Inc. recently reported its fourth quarter and full year 2025 financial results, revealing annual sales of US$21.97 billion and announcing new earnings guidance, as well as upcoming presentations at major industry events held earlier this month. Lightbits Labs and Super Micro jointly released benchmark results for new server architectures, underlining performance gains and operational efficiency for demanding data center and AI workloads. We'll explore how Super Micro...

On July 31, 2025, Waste Connections, Inc. announced that Jason Craft will become Executive Vice President and Chief Operating Officer, succeeding Darrell W. Chambliss, who retired as COO and has taken on a Senior Advisor role. Jason Craft’s appointment comes after more than two decades with the company, signaling a potential focus on continuity in leadership during this transition period. Let's examine how this leadership change may influence expectations for operational efficiency and...

In July 2025, Aurinia Pharmaceuticals reported strong second quarter results with revenue of US$70.01 million and net income of US$21.51 million, accompanied by increased 2025 guidance and an expanded buyback plan of up to US$300 million. The combined effects of stronger-than-expected financial results, improved business outlook, and a larger share repurchase program highlight management’s confidence in sustained growth and capital allocation priorities. We’ll consider how the company’s...

Innoviva, Inc. recently announced its second quarter and six-month results for 2025, reporting revenue of US$100.28 million for the quarter and turning a net income of US$63.69 million from a net loss a year earlier. This dramatic shift to profitability was also reflected in improved earnings per share, highlighting a substantial turnaround in the company's financial performance year-over-year. We'll explore how Innoviva's move from loss to profitability in the latest quarter reshapes its...

On August 5, 2025, Academy Sports + Outdoors announced the appointment of Brandy Treadway as Executive Vice President, Chief Legal Officer, and Corporate Secretary, reporting directly to CEO Steve Lawrence and overseeing legal, compliance, and risk management functions. Ms. Treadway’s extensive executive legal background, including roles at RumbleOn and JCPenney, brings significant experience in corporate governance to Academy Sports + Outdoors at a critical time for the company. We’ll...

Amentum Holdings reported its third quarter and nine-month 2025 earnings on August 5, recording third quarter sales of US$3.56 billion and a shift to net income of US$10 million from a net loss in the previous year. The company also raised its full-year 2025 revenue guidance, highlighting management's increased confidence following a very large year-over-year sales gain and return to profitability. With raised revenue guidance serving as a key indicator, we'll assess how these developments...

On August 7, 2025, PennyMac Financial Services, Inc. announced it had offered US$650 million in Senior Notes due 2034, fully and unconditionally guaranteed on an unsecured senior basis by most of its subsidiaries, with the proceeds targeted for repaying secured borrowings and for other general corporate purposes. This move shifts a portion of PennyMac's debt from secured to unsecured obligations, which could affect its financial flexibility and capital structure. We'll examine how this new...

Patrick Industries reported its second quarter and first half 2025 results, with sales rising to US$1.05 billion and US$2.05 billion respectively, but net income and earnings per share declining compared to the previous year; the company also updated progress on its buyback program, having repurchased 277,800 shares for US$23 million in the most recent quarter. The ongoing share buyback demonstrates Patrick Industries' continued commitment to returning capital to shareholders despite...

GATX Corporation recently reported its second quarter 2025 results, including strong revenue growth, higher net income, and the completion of a US$251.94 million share buyback program initiated in 2019. The company also raised its full-year earnings guidance for 2025, signaling increased management confidence following these robust financial results and capital return actions. We'll explore how the upgraded earnings guidance reflects on GATX's broader investment narrative and future...

In late July 2025, Hayward Holdings announced strong second-quarter earnings, raised its full-year sales guidance, and unveiled a new US$450 million share repurchase program to be funded by cash on hand and future operations. Hayward's focus on disciplined capital allocation, including continued pursuit of acquisitions and significant new share repurchases, signals confidence in future growth and a commitment to increasing shareholder value. We’ll review how the new US$450 million buyback...

Hamilton Insurance Group announced second quarter 2025 results, reporting revenue of US$740.77 million and net income of US$187.42 million, alongside the appointment of Russ Buckley as Group Chief Risk Officer and an update on its share buyback program, which has now completed the repurchase of 4,334,245 shares. These developments highlight both operational momentum from stronger earnings and a demonstrated commitment to leadership depth and capital management. We'll now examine how Hamilton...

First Watch Restaurant Group recently filed for a follow-on equity offering of 5,000,000 shares and released second quarter earnings, reporting US$307.89 million in revenue and US$2.11 million in net income, both increases from the prior year. Alongside these updates, the company announced plans for significant unit expansion and projected improved profitability for the remainder of fiscal year 2025, despite confirming three restaurant closures. We'll examine how the follow-on equity...

RLJ Lodging Trust recently announced its second quarter 2025 results, reporting lower sales, revenue, and net income when compared to the same period last year, and provided updated full-year net income guidance of US$36.8 million to US$64.8 million. This sequential decline in performance follows a similar year-over-year trend for the company's first half results, highlighting continued headwinds in its operating environment. With lower quarterly earnings and new full-year guidance now...

Artisan Partners Asset Management reported past second quarter results with revenue of US$282.8 million and net income of US$67.6 million, both higher than the comparable period last year. An interesting point is the company's consistent record of gradually increasing both earnings per share and dividends, enhancing its appeal among income-focused investors. We'll look at how Artisan Partners' ongoing earnings and dividend growth shapes its updated investment narrative. Rare earth metals are...

Atlanta Braves Holdings, Inc. recently reported earnings for the second quarter and six-month period ended June 30, 2025, with revenue reaching US$312.44 million for the quarter and boosted year-over-year results. The company not only achieved higher revenue but also narrowed its net loss year-to-date, despite per-share earnings holding flat compared to the prior year. We'll explore how the company’s revenue growth and reduced net loss impact Atlanta Braves Holdings' broader investment...

In early August 2025, e.l.f. Beauty withdrew its full-year forecast after citing exceptional uncertainty over U.S.-China trade policy and a 55% import tax on about 75% of its China-manufactured products, despite reporting strong quarterly sales and acquiring Hailey Bieber's Rhode brand. The company's efforts to offset higher costs include price increases, supply chain optimization, and a focus on international expansion. Uncertainty around import tariffs has compelled e.l.f. Beauty's...

Hut 8 Corp. recently reported its second quarter 2025 earnings, highlighting quarterly sales of US$41.3 million and net income of US$137.31 million, marking a shift from a net loss during the same period last year. This marked improvement in quarterly profitability suggests significant operational or market changes that have impacted the company's financial performance in the past year. We'll explore how this move to quarterly profitability could influence Hut 8's evolving investment...

Verra Mobility Corporation recently reported its second-quarter and first-half 2025 results, showing year-over-year increases in revenue to US$236.03 million and net income to US$38.58 million, reaffirming its full-year revenue guidance of US$925 million to US$935 million and announcing a US$100 million share repurchase program through November 2026. The combination of solid earnings growth, ongoing financial confidence, and a commitment to shareholder returns through buybacks highlights...

Maplebear Inc. recently reported its second quarter 2025 financial results, with revenue of US$914 million and net income of US$116 million, both higher than the prior year. Shortly before these results, Instacart announced a new partnership with Bottlecapps to expand its Carrot Ads advertising technology to alcohol retailers across the US and Canada. To understand how this new advertising partnership could influence Maplebear's outlook, we'll explore its implications for the company's...

On August 5, 2025, Phillips Edison & Company announced that its Board of Directors declared a monthly dividend distribution of US$0.1025 per share, payable on September 3, 2025, to stockholders of record as of August 15, 2025. The regularity of this dividend payment highlights management’s confidence in the company’s cash flow stability and ongoing commitment to returning value to shareholders. We’ll examine how the newly declared dividend shapes Phillips Edison’s income-focused investment...

On July 31, 2025, LENZ Therapeutics announced that the US FDA approved VIZZ (aceclidine ophthalmic solution) 1.44% as the first and only aceclidine-based eye drop for the treatment of presbyopia in adults, following positive Phase 3 clinical trial results. This approval introduces a new chemical entity in the US ophthalmic space, enabling LENZ to initiate immediate sales and marketing with anticipated product availability by mid-fourth quarter 2025. We'll explore how the first-in-class...

Papa John’s International recently reported its second-quarter 2025 earnings, revealing revenue growth to US$529.17 million while net income fell to US$9.53 million compared to the same period last year. Despite the rise in sales, both quarterly and half-year net income and earnings per share saw a year-over-year decrease, reflecting ongoing cost and margin pressures amid expansion and marketing investments. We'll explore how the combination of higher sales and lower profit influences Papa...