U.S. Industrial REITs Stock News

In August 2026, Albemarle Corporation reported second-quarter 2026 results showing sales of US$1,743.31 million and net income of US$479.96 million, alongside sharply higher earnings per share from continuing operations versus the prior year. For the first half of 2026, Albemarle also reported sales of US$3,172.04 million and net income of US$799.05 million, and issued full-year guidance calling for US$5.7 billion to US$6.0 billion in net sales and 225 to 235 kilotons of lithium carbonate...

Cipher Digital earnings spotlight for Q2 2026 Cipher Digital (CIFR) drew investor attention after releasing its second quarter 2026 results on 4 August. Sales for the quarter were US$24.84 million, with a reported net loss of US$267.53 million. See our latest analysis for Cipher Digital. The earnings release appears to have reset expectations for Cipher Digital in the short term, with a 1 day share price return of 7.43% and year to date share price return of 10.22%. The 1 year total...

Leggett & Platt, Incorporated recently reported its second-quarter 2026 results, with sales of US$999.7 million and net income of US$47.1 million, both lower than the same period a year earlier. Across the first half of 2026, the company’s weaker sales and reduced earnings per share highlight ongoing pressure on revenue and profitability in its core operations. We’ll now consider how this softer revenue and earnings performance may influence Leggett & Platt’s existing investment narrative...

Applied Digital has delivered very strong three year returns, yet its current valuation checks point to a stock that does not screen as a clear bargain right now. Applied Digital has returned about 4.2x over the past three years, which puts extra focus on whether the current share price already reflects much of that progress. Investor attention on AI infrastructure demand, highlighted again by recent sector news around companies such as CoreWeave and Super Micro, can support high...

Celanese Corporation reported past second-quarter 2026 results, with sales rising to US$2,752 million from US$2,532 million a year earlier, while net income fell to US$125 million from US$197 million and diluted earnings per share from continuing operations declined to US$1.15 from US$1.89. The combination of higher revenue but weaker profitability highlights pressure on margins despite top-line growth, raising questions about cost efficiency and earnings quality within Celanese’s business...

Block (XYZ) is back in focus after a packed August that combined earnings, product updates, and new partnerships, giving investors fresh information on profitability, costs, and user trends across its ecosystem. See our latest analysis for Block. After a volatile reaction to August earnings and product news, Block’s recent 7-day share price return of 4.91% and 90-day share price return of 17.34% suggest momentum is building, although the 5-year total shareholder return of 68.49% remains...

Centuri Holdings (CTRI) drew fresh attention after its latest earnings update showed second quarter sales of US$961.99 million and an increased full year 2026 revenue outlook to a range of US$3.59 billion to US$3.79 billion. See our latest analysis for Centuri Holdings. Despite the raised full year outlook, Centuri Holdings shares have eased in recent weeks. The 1 month share price return is 14.73% and the 3 month share price return is 21.14% at a latest share price of US$23.62, while the 1...

STAAR Surgical Company reported past second-quarter 2026 results showing sales of US$93.54 million and net income of US$8.06 million, reversing a loss a year earlier. For the first half of 2026, the company more than doubled sales to US$187.06 million and moved from a large loss to profitable earnings per share, coinciding with Warren Foust’s appointment as President and Chief Executive Officer. Next, we’ll examine how this return to profitability, alongside Foust’s elevation to CEO,...

Why General Mills Governance Changes Matter For GIS Stock General Mills (GIS) plans to put key governance amendments to a shareholder vote on 29 September 2026, including officer exculpation for certain duty of care claims and a federal forum requirement for specific securities litigation. These proposals do not directly change General Mills earnings power or dividend policy. They do shape how future disputes between the company, its officers and shareholders may be handled, which can...

Corvus Pharmaceuticals (CRVS) stock is reacting to fresh second quarter results, as the company reported a net loss of US$17.96 million and a basic loss per share of US$0.19 from continuing operations. See our latest analysis for Corvus Pharmaceuticals. Corvus Pharmaceuticals shares have pulled back 1.65% on the day to US$14.89. However, the 7 day share price return of 6.97% and year to date share price return of 103.42% sit against a very large 5 year total shareholder return, suggesting...

In its latest reported quarter, Adobe delivered its highest fiscal Q2 revenue ever with 13% year-over-year growth and raised its guidance, driven by strong subscription demand. A key insight from the results is that Adobe’s AI-first products tripled annualized recurring revenue over the past year, showing AI is currently amplifying, not eroding, its core business. We’ll now examine how this surge in AI-driven recurring revenue could reshape Adobe’s investment narrative and longer-term...

Rivian Automotive (RIVN) continues to attract attention after recent share price moves, with the stock down about 12% over the past month but higher over the past 3 months and year. See our latest analysis for Rivian Automotive. Recent moves suggest momentum in Rivian Automotive is mixed, with the 30 day share price return down 12% but the 90 day share price return up 15.06%, while the 1 year total shareholder return is 25.49%. If you are looking beyond Rivian Automotive for other...

Alarm.com Holdings (ALRM) is in focus after second quarter 2026 earnings showed higher revenue alongside lower net income, while management raised full year 2026 revenue guidance, giving investors fresh numbers to reassess the stock. See our latest analysis for Alarm.com Holdings. Alarm.com Holdings' latest earnings and raised 2026 revenue guidance arrived after a strong 90 day share price return of 26.8% and a 30 day share price return of 4.45%. However, the 1 year total shareholder return...

Pulse Biosciences, Inc. recently reported that for the second quarter and first half of 2026 its net loss widened to US$24.66 million and US$43.24 million respectively, with basic loss per share from continuing operations increasing to US$0.36 for the quarter and US$0.63 for the half year. On the same day, the company also filed for a US$75 million at‑the‑market follow-on equity offering, highlighting both its increased cash needs and its reliance on equity financing to support ongoing...

California Water Service Group (CWT) is back on investor screens after recent trading left the stock at US$50.40. The move follows a period of mixed short term returns and stronger performance over the past 3 months. See our latest analysis for California Water Service Group. Looking beyond the latest move, California Water Service Group’s share price shows mixed momentum, with a 17.7% 90 day share price return and an 11.5% 1 year total shareholder return, while the 5 year total shareholder...

Strategy stock has delivered a very strong 3 year return, while its broader valuation checks lean expensive and recent headlines highlight material index and Bitcoin related risks. That mix leaves investors weighing how much of Strategy’s complex story is already reflected in the share price at around US$93.04. Strategy has returned 183.1% over 3 years, which raises the question of whether the long term gains still line up with current fundamentals. The company’s push to build a Bitcoin...

Why Global-E Online Stock Is Back In Focus After Fresh Guidance Global-E Online (GLBE) moved back onto investor radars after raising full year 2026 revenue guidance to a range of $1,305 million to $1,355 million, alongside detailed second quarter 2026 earnings results. See our latest analysis for Global-E Online. Global-E Online's raised full year guidance and strong second quarter figures have coincided with a 46.73% 90 day share price return and a 37.49% 1 year total shareholder return,...

Ingles Markets (IMKT.A) stock is reacting to fresh earnings after the supermarket chain reported third quarter sales of US$1,368.32 million and net income of US$25.9 million, alongside higher nine month net income and earnings per share. See our latest analysis for Ingles Markets. At a share price of US$87.01, Ingles Markets has given investors a year to date share price return of 24.89% and a 1 year total shareholder return of 36.72%. The recent 1 month share price return has eased 3.48% as...

LightPath Technologies stock has delivered very strong gains in recent years, yet the current valuation checks lean expensive rather than cheap. After such a powerful move, investors are weighing whether the recent share price strength leaves much room for a margin of safety. Over the past 3 years, LightPath Technologies has returned about 8.5x, which puts the recent valuation front and center for anyone considering the stock today. The investment case can be supported if LightPath...

Freshpet earnings and guidance draw investor attention Freshpet (FRPT) is back on investor radars after its latest quarterly report, which featured higher sales and net income along with an updated full year 2026 outlook for net sales growth. See our latest analysis for Freshpet. Freshpet’s recent earnings and raised 2026 net sales growth guidance have arrived alongside strong share price momentum, with a 30 day share price return of 28.46% and a 90 day share price return of 50.18%. At the...

Edgewise Therapeutics (EWTX) recently reported second quarter 2026 results that showed a wider net loss of $57.33 million and a basic loss per share of $0.53, compared with the prior year period. See our latest analysis for Edgewise Therapeutics. Despite the wider loss, Edgewise Therapeutics shares have shown strong momentum, with a 30 day share price return of 11.09% and an 85.98% year to date share price return. The 1 year total shareholder return of 212.16% and 3 year total shareholder...

In early August 2026, ServiceNow advanced its AI agenda with an Autonomous Security suite, new healthcare AI partner applications, and the opening of its first dedicated Brazil office with academic AI partnerships, while also appointing veteran marketer Simon Mouyal as Chief Marketing Officer. Together, these moves highlight ServiceNow’s push to embed AI across security, healthcare workflows, and emerging markets, aiming to make its platform central to how large organizations govern risk,...

In August 2026, Encore Capital Group, Inc. reported second-quarter 2026 results showing higher revenue of US$491.87 million and net income of US$64 million versus the prior year, alongside stronger earnings per share and completion of a multi-year share repurchase totaling 6,888,620 shares for US$344.42 million. Encore also revised its full-year 2026 earnings guidance to US$13.00–US$14.00 per share even after US$1.00 per share in refinancing costs, highlighting management’s confidence in the...

In August 2026, Duolingo reported second-quarter 2026 results showing year-on-year revenue growth to US$298.45 million but lower net income of US$33.16 million, issued new guidance calling for continued revenue expansion, and later added veteran financial executive Sallie Krawcheck to its board and Audit, Risk and Compliance Committee. The mix of higher sales alongside reduced profitability, combined with Krawcheck’s extensive risk and financial oversight background, could influence how...