U.S. Industrial REITs Stock News

Crown Castle (CCI) just delivered its second quarter results, and the headline is hard to miss: earnings topped expectations, and management raised its outlook for the rest of 2025. That means upward revisions for key metrics such as adjusted funds from operations, site rental revenue, and EBITDA. However, year-over-year comparisons are still coming in lower. For investors watching this space, these moves suggest that the company’s execution is gaining more confidence from its own leadership,...

Onto Innovation recently participated in the 6th Annual Needham Virtual Semiconductor & SemiCap 1x1 Conference and the Oppenheimer 28th Annual Technology, Internet & Communications Conference, showcasing its latest developments and strategic direction. These events came shortly after the announcement that Onto Innovation is acquiring Semilab International’s materials analysis unit, a move expected to significantly enhance its revenue and margin profile by the second half of 2025. We'll...

Driven Brands Holdings Inc. recently appointed Mo Khalid as Executive Vice President and Chief Operating Officer, with Tim Austin stepping in as President of Take 5, following the company's earlier sale of its U.S. Car Wash business. This leadership transition introduces an executive with significant operational experience across hospitality and consumer sectors, marking a reorganization aimed at strengthening operational focus in core segments. We'll explore how these executive appointments...

Darling Ingredients (DAR) is back on investors’ radar this week after a flurry of activity. Chairman and CEO Randall Stuewe sold 62,500 shares, Piper Sandler trimmed its outlook for the stock, and in the same window, the company launched Nextida, a new joint venture intended to push into health and wellness. The insider sale and reduced price target both highlight the uncertainty surrounding renewable diesel margins given a shifting regulatory landscape, while management is actively seeking...

Pentair (PNYSE:PNR) just delivered a quarterly update that is likely to turn the heads of investors on the fence about the stock. The company’s second quarter results easily topped both Wall Street estimates and management’s own targets, with adjusted earnings per share climbing 14% from last year. Pentair didn’t stop there; management promptly raised both full-year earnings and sales growth projections, while continuing a nearly half-century streak of annual dividend hikes with a fresh 9%...

If you are a shareholder in Kingsoft Cloud Holdings (NasdaqGS:KC) or simply watching from the sidelines, the latest Q2 2025 update may give you pause and perhaps a reason to dig deeper. The company just announced a 24% jump in revenue, propelled largely by a surge in its AI business and expanding partnerships. Management appears optimistic too, forecasting even greater growth for the second half of the year, thanks in part to deeper integration of AI across healthcare, finance, and public...

If you are holding shares of American International Group (AIG) or thinking about getting in, the past month’s move likely has your attention. Several analysts have upgraded their earnings forecasts for AIG’s fiscal 2025, which has fueled upbeat sentiment and helped drive the price higher. Activity like this, combined with insider stock purchases, suggests investors see momentum building behind the insurance giant’s fundamentals. Looking at the bigger picture, AIG’s stock is up 14% so far...

IQVIA Holdings partners with Kexing Biopharm: What does it mean for investors? IQVIA Holdings (NYSE:IQV) has announced a new partnership with Kexing Biopharm to accelerate the global development and commercialization of innovative drugs and biosimilars. The agreement leverages IQVIA’s strengths in clinical trial design, regulatory strategy, and operational scale, with the goal of expanding access to regulated markets in Europe and other regions. For those following the healthcare services...

If you’re following Apple Hospitality REIT (APLE), you probably noticed the flurry of activity surrounding the stock this month. Executive Chairman Glade Knight just picked up 5,000 shares, and with the company recently reaffirming its consistent monthly dividend, there is renewed attention on APLE’s efforts to reward and reassure shareholders. Mixed financial results and shifting economic conditions may have some investors on edge, but management is clearly signaling confidence through...

Viking Holdings (NYSE:VIK) just posted quarterly earnings that might prompt investors to take another look. The company’s second quarter results stand out for two big reasons: a sharp jump in both revenue and net income compared to last year, plus a swing from a six-month net loss to a profit. Along with the improved bottom line, Viking is making moves to expand its business by announcing the addition of a new river ship in Egypt and unveiling plans for a much larger fleet in the coming...

HEICO (HEI) is stepping into the spotlight this week, as the company gears up to report its third-quarter results on August 25. There is an air of anticipation among investors, with the market keen to see if the company’s strong sales and profit growth forecasts translate into actual numbers. What is fueling this buzz is not only talk of solid revenue gains for HEICO overall, but also recent upward revisions to earnings-per-share estimates and ongoing enthusiasm about the Flight Support...

Earlier in August 2025, Rocket Companies announced that President Bill Emerson will retire at year-end, while also advancing its acquisition of Mr. Cooper and undertaking related debt restructuring initiatives. The leadership transition comes as Rocket pursues significant expansion through mergers, with operational flexibility from its debt restructuring aimed at capturing future cost and revenue synergies. We’ll examine how the Mr. Cooper acquisition and related integration shape Rocket...

The latest surge in Franklin Resources (BEN) has likely grabbed the attention of investors watching for shifts in the financial sector. The catalyst behind this move was Fed Chair Jerome Powell’s unexpectedly dovish speech at the Jackson Hole symposium, where he acknowledged the possibility of upcoming interest rate cuts. While Franklin Resources itself did not announce any transformative company news, Powell’s remarks kickstarted a broad relief rally in financial stocks, including BEN. This...

Trimble (TRMB) just announced significant news: the Colorado Department of Transportation will adopt its Unity software suite to streamline the management of roads, bridges, and a broad range of other infrastructure assets. Up to 1,200 CDOT employees may soon be using Trimble’s platform, with partner Woolpert supporting implementation and training. For investors, the multi-year contract highlights momentum in the public sector and reinforces Trimble’s reputation for providing operational...

If you’ve been watching C3.ai (AI) lately, this might feel like one of those pivotal moments when investors have to decide whether to double down or step back. The company just revealed quarterly revenue that fell short of expectations and, in a more personal twist, announced that CEO Thomas Siebel will step aside due to serious health issues. These surprises have shaken investor confidence and fueled both a steep stock drop and the filing of a class action lawsuit over how the company...

It is hard to ignore Berkshire Hills Bancorp (BHLB) after what just happened. Federal Reserve Chair Jerome Powell’s comments at the Jackson Hole symposium sent a clear message that the central bank sees moderating inflation ahead and is open to the idea of interest rate cuts. That sparked a broad rally across regional banks and put fresh wind in Berkshire Hills Bancorp’s sails, as investors bet on better days for lending margins and sector valuations if borrowing costs ease. Looking at the...

TE Connectivity (TEL) just gave investors something to chew on with its blockbuster third-quarter results. The company not only delivered an 18% jump in adjusted earnings per share, but its Industrial Solutions segment stood out, especially with demand pouring in from AI and modern data center customers. Management’s upbeat guidance for the next quarter, featuring more double-digit growth and healthy margins, has helped fuel fresh optimism around where the company is heading. This enthusiasm...

Dovish comments from Fed Chair Jerome Powell at the Jackson Hole symposium have sent ripples across the banking sector, and NBT Bancorp (NBTB) is no exception. With hints that the Federal Reserve could soon move toward lowering interest rates, the recent optimism among investors is hard to miss. For regional banks like NBT Bancorp, this potential policy pivot is especially timely and signals a friendlier landscape for both lending and borrowing. This is a dynamic that often translates into...

If you’ve been watching Lattice Semiconductor (LSCC) lately, you’re not alone. The chipmaker’s stock just jumped over 5% as part of a broader sector rally. The main spark appears to be comments from Federal Reserve Chair Jerome Powell, who hinted at a possible interest rate cut in September. That prospect sent a wave of optimism through the technology sector, driving up not only Lattice Semiconductor but also peers such as NXP Semiconductors and GlobalFoundries. For investors trying to decide...

If you follow SFL (NYSE:SFL), you know that the recent decision to lower its quarterly dividend to $0.20 per share has caught the market’s attention. The move, driven by capacity constraints and ongoing volatility in the drilling rig segment, marks a shift for a company with a strong history of steady payouts. Investors looking for reliable income are now weighing what this dividend cut means for SFL’s broader financial outlook and its plans for fleet renewal and strategic partnerships. SFL’s...

Badger Meter (BMI) just posted its second-quarter results, and for many investors, the headline numbers sparked a double-take. While revenue ticked higher thanks to steady water utility sales and the integration of SmartCover, profits did not quite meet Wall Street’s projections. Management maintained an optimistic tone regarding ongoing demand and operational progress, but their updated guidance seemed to catch analysts off guard, leading to downward revisions and a more cautious outlook for...

Twist Bioscience (TWST) just unveiled its new customizable Oncology DNA Comprehensive Genomic Profiling (CGP) Panel, targeting a wide range of tumor types for research use. The announcement focuses on advancing oncology research and supporting biopharma partners, and highlights the company’s push toward more comprehensive and flexible genomic analysis tools. For investors, this move could be meaningful, as it demonstrates a commitment to innovation in a field with broad commercial...

If you have been watching Tenable Holdings (TENB) lately, you probably noticed some activity that grabbed your attention. The company just reported a stronger-than-expected second quarter and raised its full-year forecasts on the back of better visibility in the federal and SLED markets. At the same time, Tenable brought in a new Chief Financial Officer, Matthew Brown, who is known for his track record overseeing growth at other technology companies and helping lead major mergers and sales...

Genpact (NYSE:G) recently drew attention when Director Nicholas C. Gangestad bought 2,000 shares of the company. When insiders invest their own money, it can signal their confidence in the business’s prospects. In addition, Genpact has been highlighted as a top dividend stock due to its consistent payment history and positive growth outlook. These factors have brought Genpact back into focus for investors interested in both income and potential growth. Insider buying often attracts market...