U.S. Industrial REITs Stock News

Earlier this month, Astronics Corporation reported third quarter 2025 earnings with sales of US$211.45 million, a narrower net loss of US$11.1 million, and provided guidance for record full-year revenue in the range of US$847 million to US$857 million. A key insight is that Astronics' outlook for record annual sales marks a significant step up compared to recent years, reflecting both continued demand and improved operational execution. We'll examine how Astronics' forecast for record 2025...

ResMed (RMD) shares have caught the eye lately, with the stock showing some notable swings over the past month. Investors are weighing recent performance alongside broader healthcare sector trends, looking for signals about the company’s direction. See our latest analysis for ResMed. After a strong start to the year, ResMed’s share price has pulled back in recent weeks, dropping 8.8% over the past month and 14.6% over the last quarter. While that has paused the momentum a bit, the stock’s...

Brookfield Wealth Solutions (NYSE:BNT) got investor focus this week after announcing third quarter results that showed strong growth in net income and total assets. The company also reported steady annuity sales and stable dividends. See our latest analysis for Brookfield Wealth Solutions. Brookfield Wealth Solutions has enjoyed steady momentum this year, with its latest share price at $43.96 and a 2025 year-to-date share price return of nearly 15%. The past year’s total shareholder return...

NGL Energy Partners LP recently released its second quarter fiscal 2026 results, reporting revenue of US$674.68 million and net income of US$29.28 million, both up from the prior year, along with an increased adjusted EBITDA guidance to US$650–660 million for the full year. An interesting development is the company's decision to boost growth capital expenditures from US$60 million to US$160 million, backed by new contracts involving 500,000 barrels per day of producer volume commitments. We...

Ultragenyx Pharmaceutical (RARE) just secured $400 million in non-dilutive financing from OMERS and expanded their partnership with a new royalty agreement on Crysvita sales. These moves provide fresh capital and increased financial flexibility. See our latest analysis for Ultragenyx Pharmaceutical. These fresh financing and royalty moves come as Ultragenyx Pharmaceutical continues to navigate challenging market sentiment. After a sharp slide earlier this year, momentum has tentatively...

Navient (NAVI) shares have shifted slightly in recent trading, catching the attention of investors curious about recent performance and evolving sector trends. The stock’s modest movement this week has some wondering if now is a time to re-evaluate its longer-term story. See our latest analysis for Navient. After a strong start to the year, Navient’s share price momentum has cooled, with a 1-year total shareholder return of -16.55% and a year-to-date pullback of 7.58%. While the last week saw...

Earlier this month, Hipcamp announced a partnership with Sun Outdoors, expanding access to over 100 Sun Outdoors RV resorts, including more than 20 Jellystone Parks, on the Hipcamp app for campers seeking upscale, amenity-rich experiences across the U.S. This move comes as demand for well-equipped camping options grows, with recent increases in searches for sites offering extensive amenities and full-hookup capabilities, highlighting evolving consumer preferences in the outdoor hospitality...

Stewards (SWRD) just announced its official corporate name and ticker symbol change, along with a planned uplisting to the Nasdaq Capital Market. This move signals a strategic shift and growth ambitions for the company. See our latest analysis for Stewards. Stewards’ recent steps to rebrand and plan for a Nasdaq uplisting have come at a moment of remarkable momentum in its shares, with a 30-day share price return of 154.7% and a staggering 2,379.3% gain year-to-date. Long-term investors have...

Earlier this month, eBay closed a US$1 billion senior unsecured notes offering, consisting of US$600 million in 4.25% notes due 2029 and US$400 million in 5.125% notes due 2035, with Citigroup, Deutsche Bank, and Goldman Sachs as co-lead underwriters. This debt financing gives eBay additional flexibility to fund operations and pursue its ongoing technology investments, while customary covenants aim to protect the company’s financial position. We'll now explore how this sizeable debt issuance...

TSS, Inc. reported a sharp year-over-year decline in third-quarter 2025 revenue and a swing to net loss due to operational challenges and lower procurement demand, but raised its full-year adjusted EBITDA outlook amid strong growth in AI integration and a new facility opening. The company appointed AI and transformation expert Vivek Mohindra to its Board and announced plans to pursue acquisitions and partnerships in AI, edge computing, and modular systems, highlighting a distinct pivot...

Shares of Workday surged after the company named a new executive to lead expansion in the Middle East and completed its acquisition of AI-focused firm Sana. These moves, along with notable product integrations and client launches, highlight Workday’s ongoing drive for innovation and global reach. See our latest analysis for Workday. Workday’s 3.3% share price jump in the last day follows a wave of expansion news, including high-profile client launches, AI-driven acquisitions, and new regional...

KKR (NYSE:KKR) has entered a multi-year partnership with Sallie Mae to purchase over $6 billion in private student loans. This move signals a strategic expansion into the private credit market at a time when federal participation in student lending is declining. See our latest analysis for KKR. Recent months have seen KKR in the headlines for several high-profile moves, including new buyback updates, quarterly earnings growth, participation in major fintech partnerships, and talks around...

The Public Utilities Commission of Ohio has just approved a proposal by American Electric Power Company (AEP) to require large data center customers to cover a minimum of 85% of their subscribed energy use. This marks a clear shift in how AEP approaches cost recovery for expanding grid needs, particularly as demand from data centers increases. See our latest analysis for American Electric Power Company. AEP’s share price has steadily climbed in 2025, up 31.9% year-to-date, as the company...

Thermon Group Holdings (THR) just announced its latest quarterly results, showing year-on-year growth in both revenue and net income. This kind of operational progress often draws attention from investors who are tracking the company’s trajectory. See our latest analysis for Thermon Group Holdings. Momentum has really picked up for Thermon Group Holdings lately, with a 33.2% share price return over the past month and 36.4% over the last three months. This was capped by solid quarterly growth...

Earlier this month, Hims & Hers Health announced the launch of Labs, a direct-to-consumer laboratory testing platform in partnership with Quest Diagnostics, offering customers affordable access to over 120 biomarker tests and doctor-developed action plans for proactive health management. This move not only strengthens the company's personalized healthcare offerings but also signals a shift toward preventative care solutions in an evolving digital health landscape. Next, we'll explore how...

Ameresco and Klickitat Valley Health recently broke ground on two new clean energy projects at a community hospital in Washington, featuring a ground source heat pump system and a 375-kilowatt solar carport funded by state grants to help lower energy costs and improve sustainability. This partnership highlights Ameresco's ability to lead multifaceted infrastructure projects that deliver significant utility savings and support broader state climate initiatives. We'll examine how Ameresco’s...

Shares of H.B. Fuller (FUL) have edged lower recently, catching investors’ attention with a mild pullback of around 2% over the past month. Investors may be pondering what is behind the current movement and where value now stands. See our latest analysis for H.B. Fuller. This recent pullback in H.B. Fuller’s share price is part of a broader trend, following a challenging year that saw the one-year total shareholder return fall over 23%. While the recent dip hints at waning momentum in the...

FuboTV (FUBO) just released its third quarter results, delivering a much smaller net loss than last year and turning a profit for the first nine months. Following its earnings report, the company introduced the Fubo Channel Store, its latest move to broaden subscriber options and streamline access to premium content. See our latest analysis for fuboTV. After surging over 150% year to date, fuboTV’s share price has cooled slightly in recent weeks, despite standout milestones like its narrowed...

Conagra Brands (CAG) shares have drifted over the past month, slipping about 6% even as the broader packaged foods sector saw mixed trading. Investors are sifting through recent financials and considering the company's shifting margins. See our latest analysis for Conagra Brands. While Conagra Brands has faced pressure, with a year-to-date share price return of -36.94% and a 1-year total shareholder return of -30.14%, short-term momentum shows early signs of stabilizing due to modest recent...

Photronics (PLAB) shares have seen some movement lately following recent trading activity. The stock’s price drifted lower over the past month, which has prompted investors to revisit how the company’s fundamentals stack up and what might be driving sentiment. See our latest analysis for Photronics. Photronics’ share price has lost ground recently, echoing a cautious mood from investors, but that comes after an impressive few years. The current 1-year total shareholder return stands at...

CureVac (NasdaqGM:CVAC) shares have seen notable shifts recently, prompting investors to look closer at the stock's fundamentals and recent performance. The conversation now centers on how underlying business trends might impact its future trajectory. See our latest analysis for CureVac. After a year of sharp rises, CureVac’s share price has pulled back slightly this month, but it remains up 53% year-to-date. That momentum has fueled a stellar 1-year total shareholder return of 108%, a...

Lockheed Martin (LMT) has been in the spotlight after news broke of a $454 million increase to its Mk21A Reentry Vehicle contract, bringing the total value to $1.48 billion. At the same time, a potential F-35 fighter jet sale to Saudi Arabia is facing hurdles due to security concerns flagged by the Pentagon. This development adds a layer of geopolitical complexity for investors to watch. See our latest analysis for Lockheed Martin. Lockheed Martin’s share price has been a bit of a...

Recently, Cavco Industries announced the acquisition of American Homestar, reported strong Q2 revenue growth with financial services profitability, and appointed Lisa L. Daniels to its Board of Directors, while Director Richard Kerley sold 500 shares. By expanding its manufacturing and retail footprint and strengthening its Board leadership, Cavco appears focused on both operational growth and long-term strategic direction. We'll explore how the American Homestar acquisition underpins...

White Mountains Insurance Group (WTM) has landed in the spotlight following a jump in short interest alongside its latest earnings results. The company reported higher year-over-year revenue, but lower net income and earnings per share. See our latest analysis for White Mountains Insurance Group. White Mountains Insurance Group’s share price has climbed 9.1% over the past three months, suggesting momentum is quietly building despite only a modest 1-year total shareholder return of 0.4%. The...