U.S. Industrial REITs Stock News

DNOW Inc. reported past second-quarter 2026 results showing sales of US$1,307 million but a net loss of US$21 million, and completed a share repurchase program totaling 8,522,861 shares for US$112.21 million announced in January 2025. At the same time, a newly filed class action lawsuit alleging misleading disclosures around DNOW’s merger with MRC Global Inc. adds legal and integration uncertainty to an already loss-making period. Next, we’ll examine how the merger-related class action...

Nurix Therapeutics (NRIX) has drawn investor attention after two key events. The company reported a new Phase 3 trial for its BTK degrader bexobrutideg and a separate US$10 million milestone payment from collaborator Sanofi. See our latest analysis for Nurix Therapeutics. Against this backdrop, Nurix Therapeutics’ recent clinical milestones and collaboration progress have coincided with strong momentum, with a 30 day share price return of 17.52% and a 1 year total shareholder return of...

Why NVR’s earnings miss still pushed the stock higher NVR (NVR) reported quarterly revenue of US$2.33b, down 10.5% year on year, alongside a significant miss on EPS expectations. Despite this weaker showing versus homebuilder peers, the stock has risen 1.3% since the release. See our latest analysis for NVR. At a share price of US$6,298.83, NVR has seen its 90 day share price return rise 9.1%, even as the year to date share price return is down 13.46% and the 1 year total shareholder return...

With inflation cooling and rate hike odds easing, investors are suddenly weighing a different set of risks and opportunities. Lower near term pressure from the Fed can support growth and quality stocks, even as a softer labor market and higher real yields keep recession worries alive. This article walks through three large cap U.S. stocks exposed to these cross currents and explains how this backdrop could help or hurt each one. The three stocks highlighted below are just a sample from this...

With the 30 year US Treasury yield touching 5.29% for the first time since 2007, long term money suddenly feels expensive and that reshapes how investors think about value, income and risk. Higher discount rates can pressure many stocks, yet they can also highlight companies that some investors see as better compensated for that risk. This article walks through three stocks from our US Large Cap Value and High Dividend Stocks screener that appear more directly exposed to this rate shift, and...

V2X (VVX) is back in focus after a series of new U.S. defense contracts, including a logistics integration support deal with the Marine Corps and long term sustainment work for Navy and Air Force aircraft fleets. See our latest analysis for V2X. These contracts and the recent leadership change have arrived during a strong run for V2X, with the share price up 48.76% year to date and a 63.83% three year total shareholder return, indicating momentum that has built over time. If defense logistics...

In August 2026, GE Appliances, a Haier company, announced it would nearly double its semiconductor spending with Texas Instruments by integrating U.S.-manufactured TI microcontrollers, Wi-Fi solutions, and analog components into its next generation of connected laundry appliances made at its Louisville, Kentucky plant from 2027. This expanded relationship underscores how TI’s U.S. manufacturing footprint and broad analog and embedded portfolio can support home-appliance makers seeking...

Dorman Products recently filed a US$228.49 million shelf registration for 1,709,870 common shares tied to its employee stock ownership plan, while also reporting second-quarter 2026 sales of US$544.60 million and net income of US$87.77 million, both higher than a year earlier. The company’s stronger earnings alongside the completion of a US$137.11 million share repurchase program highlight its active capital management and support for employee ownership. We will now examine how Dorman’s...

Tariffs are back in focus after fresh evidence that many overseas suppliers absorbed a large share of the 2025 duties instead of passing them fully to U.S. shoppers. That twist keeps margins for some consumer giants more intact than headlines suggest and could quietly reshape winners and losers. This article walks through three large U.S. consumer stocks that are exposed to this tariff story and how investors might think about their risk and resilience. The stocks covered below are just a...

Nelnet (NNI) is in focus after reporting second quarter 2026 results that showed net income of US$66.66 million and basic earnings per share of US$1.85, both lower than the same period last year. See our latest analysis for Nelnet. The weaker second quarter results have coincided with softer recent trading in Nelnet, with the share price down 6.29% over the past month and 2.45% year to date. However, the 5 year total shareholder return of 69.80% still reflects a much stronger longer term...

Evolv Technologies Holdings (EVLV) drew fresh attention after reporting second quarter 2026 results that showed higher revenue, a smaller net loss, raised full year revenue guidance, and a new stadium deployment at Northwestern University. See our latest analysis for Evolv Technologies Holdings. Despite the stronger second quarter, Evolv Technologies Holdings' recent share price performance has been weak. The stock is down 18.36% on a year to date share price basis and has seen a 1 year total...

In recent days, Paymentus Holdings reported that its cash-generating position has supported superb annual revenue growth over the past two years, reflecting rising market share for its cloud-based billing and payments platform serving utilities, municipalities, and other service providers. This combination of strong cash production and highly profitable incremental sales suggests Paymentus is converting its financial strength into a more entrenched role in automating critical bill-payment...

Insmed earnings event and why the stock is on watch Insmed (INSM) has drawn fresh attention after reporting second quarter 2026 results that showed a much smaller net loss than a year earlier, with both net loss and loss per share narrowing sharply. See our latest analysis for Insmed. The earnings release appears to have shifted sentiment around Insmed, with the 1 day share price return of 3.7% adding to a 30 day share price return of 18.46%. However, the year to date share price return is...

Olin Corporation recently filed a US$95.4 million shelf registration for up to 5,000,000 shares of common stock tied to an ESOP-related offering, and previously affirmed a quarterly dividend of US$0.2000 per share that was paid on September 11, 2026. This combination of equity-raising flexibility and continued cash returns to shareholders highlights Olin’s effort to balance employee ownership, capital needs, and income-focused investors. We’ll now examine how Olin’s new ESOP-related shelf...

CleanSpark, Inc. has reported past third-quarter 2026 results showing a net loss of US$239.84 million and basic and diluted losses per share of US$0.89, alongside nine‑month losses of US$996.90 million, while also disclosing July 2026 Bitcoin production of 586 coins. The sharp swing from prior-year profitability to heavy losses highlights how CleanSpark’s cost structure and earnings profile can shift quickly in response to operating conditions. We’ll now examine how this move from prior-year...

In August 2026, AS Watson Group announced a new multi-year enterprise agreement with NCR Voyix to roll out the Voyix Commerce Platform, including POS, self-checkout, loyalty and managed services, across selected Watsons, Superdrug, Savers, Kruidvat and Drogas banners in Europe and Asia to support its O+O retail strategy. This broad, multi-brand deployment deepens NCR Voyix’s role inside one of the world’s largest health and beauty retailers, potentially reinforcing its position as a core...

Omeros Corporation recently reported second-quarter and half-year 2026 results showing a move from net losses to net income of US$13.23 million and US$69.29 million respectively, while also completing a share repurchase of 843,187 shares for US$9.87 million under its December 2025 buyback program. Alongside this earnings turnaround, Omeros expanded its board to nine members and added veteran financier Joseph Schocken to both the board and audit committee, potentially influencing capital...

HCI Group (HCI) is back in focus after reporting second quarter 2026 results and confirming completion of an $80 million share buyback that retired 504,330 shares, or 3.91% of its share count. See our latest analysis for HCI Group. Against the backdrop of the completed buyback and the August earnings release, HCI Group’s recent share price return has eased slightly over the past week but remains positive over the last month and quarter. The 1 year and multi year total shareholder returns are...

In August 2026, Diodes Incorporated completed a US$325,000,000 Rule 144A zero-coupon, senior unsecured convertible note offering due August 15, 2031, shortly after reporting second-quarter 2026 results showing year-over-year growth in sales, net income, and earnings per share from continuing operations. Alongside these results, Diodes guided third-quarter 2026 revenue to approximately US$510,000,000, plus or minus 3%, and continued its share repurchase program, signaling management’s...

Assurant, Inc. recently reported second-quarter 2026 results showing revenue of US$3,454.2 million and net income of US$298.6 million, alongside a quarterly dividend of US$0.88 per share payable on September 28, 2026 to shareholders of record on August 31, 2026. These earnings, coupled with ongoing share repurchases totaling 974,137 shares for US$229.98 million through June 30, 2026, underscore management’s focus on returning capital while the business scales its connected protection...

Pitney Bowes stock has delivered a very large 3 year return while the latest checks still suggest the shares lean cheap on traditional valuation tests. After that kind of move, investors are weighing whether the current price still offers a margin of safety or is starting to reflect most of the good news. Pitney Bowes has returned roughly 4 times an initial investment over the past 3 years, which naturally raises the bar for what counts as good value from here. Future cash generation from...

In early August 2026, Novanta Inc. reported second-quarter 2026 results showing higher sales and net income year over year, and issued third-quarter and full-year 2026 GAAP revenue guidance that now includes expected contributions from its Riverpoint Medical acquisition and assumes stable foreign exchange rates. The combination of accelerating earnings, expanding revenue, and newly integrated acquisition-driven growth highlights how Novanta is reshaping its mix of medical and precision...

Why indie Semiconductor's latest earnings caught investor attention indie Semiconductor (INDI) recently reported second quarter 2026 results that included higher revenue than the same period last year and a smaller quarterly net loss. These operational changes appear to have influenced recent stock interest. See our latest analysis for indie Semiconductor. The recent second quarter revenue and net loss figures arrived alongside a sharp 7 day share price return of 26.61% and a 90 day share...

Up to 50% U.S. tariffs on about $20b of Canadian imports are reshaping trade routes and squeezing cross border margins, which puts logistics and import focused stocks under a fresh spotlight. Supply chains do not stand still. When costs and rules change, some companies face pressure while others pick up new business. This article walks through three U.S. listed trade logistics stocks exposed to this tariff story and explains why their positioning may be relevant to your portfolio...