U.S. Industrial REITs Stock News

Customers Bancorp, Inc. recently completed a planned leadership transition, appointing Sam Sidhu to its Board of Directors and as Chief Executive Officer of Customers Bancorp effective January 1, 2026, while founder Jay Sidhu moved from CEO to Executive Chairman and remained on the Board. This carefully staged, family-led succession, supported by new long-term employment and incentive agreements, underscores leadership continuity and performance alignment at a time when the bank is pursuing...

Why Johnson Controls Is Back in Focus Johnson Controls International (JCI) is back under the spotlight after comments from Nvidia’s CEO about reduced cooling needs in future data centers triggered sharp share price swings and fresh questions about long term demand. See our latest analysis for Johnson Controls International. The recent volatility comes on the back of a strong run, with the share price at US$111.29 after a 7.1% 7 day share price decline but a 41.2% 1 year total shareholder...

Ecolab (ECL) just secured another double A rating from CDP for water and climate performance, putting its sustainability profile in focus as investors weigh what that might mean for the stock. See our latest analysis for Ecolab. The CDP double A rating lands at a time when Ecolab’s short term momentum is firm, with a 1 month share price return of 7.28% and a 1 year total shareholder return of 17.04%. The 3 year total shareholder return of 82.97% points to longer term enthusiasm that predates...

In early January 2026, Alvotech announced that founder Róbert Wessman will step down as CEO at the end of the first quarter while remaining full-time Executive Chairman, with experienced pharmaceutical executive and current board member Lisa Graver set to assume the Chief Executive Officer role and resign from the board upon taking office. On the same day, Alvotech was removed from the OMX Nordic All-Share Index and secured a US$100,000,000 senior term loan facility maturing in December 2027...

If you are wondering whether Revolution Medicines at around US$107.39 still offers value after its recent run, you are not alone. The stock has seen large moves recently, with returns of 35.9% over the past week, 37.9% over the past month, 35.9% year to date, 157.0% over the past year and 256.9% over the past three years. These price moves have arrived alongside increased investor attention on the company, including ongoing coverage of its targeted oncology pipeline and its position in the...

Meritage Homes (MTH) is under pressure after recent data showed a 34.4% decline in its order backlog and a 16.8% drop in earnings per share over the last two years, along with weaker return on invested capital. See our latest analysis for Meritage Homes. The recent weakness in Meritage Homes' order backlog and earnings sits against a mixed price picture, with a 3.26% 1 day share price return and a modest 3.22% year to date share price return. The 1 year total shareholder return of an 8.09%...

JD.com (JD) has drawn fresh attention after announcing the repurchase and cancellation of about 183.2 million Class A ordinary shares, roughly 6.3% of its share count, totaling around US$3.0b in 2025. See our latest analysis for JD.com. The buyback headlines sit alongside a mixed price picture, with a 7 day share price return of 3.38% and a 90 day share price return decline of 6.84%. The 1 year total shareholder return decline of 12.08% and 5 year total shareholder return decline of 63.44%...

Why Butterfly Network is on investors’ radar Butterfly Network (BFLY) has drawn fresh attention after recent trading, with the share price at US$4.15 and returns of 0.09% over the past week and 0.34% over the past month. See our latest analysis for Butterfly Network. That recent 9.21% 7 day share price return and 33.87% 30 day share price return sits on top of an 82.02% 90 day move, even though the 1 year total shareholder return is 3.75%. This means short term momentum looks stronger than...

In recent weeks, Novavax reported mixed quarterly results, with revenue exceeding analyst expectations by a very large margin even as earnings per share came in below forecasts, while Singapore earlier this month made the company’s JN.1 Nuvaxovid COVID-19 vaccine available at selected GP clinics under its National Vaccination Programme through May 31. At the same time, analysts have materially raised their consensus earnings estimates for Novavax, suggesting the market is reassessing the...

Booz Allen Hamilton Holding recently announced that it will host a public webcast and conference call on January 23, 2026, to discuss its third-quarter fiscal 2026 results, following the earlier resignation notice of Chief Financial Officer Matthew Calderone effective February 1, 2026. These developments coincided with a proposed U.S. military budget increase toward US$1.50 trillion by 2027, highlighting how shifts in defense priorities and leadership changes can interact to influence...

Vishay Intertechnology (VSH) has just broadened its transmissive sensor lineup with the VT171P and VT172U, compact surface mount devices aimed at industrial automation, consumer electronics, and telecom equipment designers. See our latest analysis for Vishay Intertechnology. The new sensor launch lands as Vishay Intertechnology’s share price trades at US$16.08, with a 7 day share price return of 10.97% and a 90 day share price return of 9.69%. However, the 5 year total shareholder return of a...

CVS Health (CVS) is back in focus after affirming a quarterly dividend of $0.665 per share and highlighting an AI-led digital push, including a new engagement platform and an expanded retail media network. See our latest analysis for CVS Health. CVS Health shares trade at US$80.60, with recent news around its affirmed dividend, AI native engagement platform and expanded PBM contracts coming alongside a 3.5% 90 day share price return and an 82.7% 1 year total shareholder return. This suggests...

If you are wondering whether Northwest Bancshares at around US$12.40 offers fair value or a potential gap between price and worth, this breakdown is designed for you. The stock has delivered returns of 3.3% over the last week, 0.7% over the past month, 3.5% year to date, 2.6% over one year and 21.4% over five years, which gives useful context before comparing the current price to fundamentals. Recent attention on Northwest Bancshares has focused on its position within the U.S. regional...

Why Avis Budget Group (CAR) is on investors’ radar today Avis Budget Group (CAR) is drawing attention after recent trading, with the stock last closing at $127.57 and showing a mixed pattern across recent timeframes, including a negative past 3 months but a positive 1 year total return. See our latest analysis for Avis Budget Group. The recent 1 month share price return of a 4.75% decline and 3 month share price return of a 13.21% decline contrast with a 1 year total shareholder return of...

HEICO recently reported a series of record quarterly results across fiscal 2024 and 2025, with both its Flight Support Group and Electronic Technologies Group benefiting from strong organic demand and contributions from multiple acquisitions across aerospace, defense, and specialty electronics. These results underline how HEICO’s disciplined acquisition program and growing exposure to areas such as missile defense and avionics repair are reshaping its business mix and earnings profile. We’ll...

If you are wondering whether Dutch Bros at around US$63 per share is priced for perfection or still offers value, this article walks through the key numbers that matter. The stock has recent returns of 3.0% over 7 days, 7.1% over 30 days, 1.4% year to date and 12.2% over 1 year. These figures may catch the eye of investors thinking about growth potential and changes in risk appetite. Recent news coverage has focused on Dutch Bros as a growing US coffee chain, highlighting its store footprint...

If you are wondering whether Crocs at around US$86.57 is a bargain or just fairly priced, you are not alone. This article is designed to help you make sense of that question. The stock has seen mixed returns, with gains of 1.2% over the last 7 days and 1.0% over the last 30 days, set against a 0.4% year to date dip and a 21.1% decline over the past year. The 3 year return stands at a 31.9% decline and the 5 year return at 13.9%. Recent discussion around Crocs has focused on how the brand is...

In early January 2026, Wabtec Corporation announced a US$386 million follow-on order to supply additional R255 hybrid battery-diesel work locomotives and spare parts to New York’s Metropolitan Transportation Authority, with production in Erie, Pennsylvania and deliveries beginning in 2027. This deal highlights growing rail operator interest in lower-emission, digitally enabled maintenance locomotives that can operate in battery-only mode for tunnel work and support data-driven upkeep across...

Trimble announced in early January 2026 that its RTX and ProPoint Go positioning technologies will power Lucid Gravity’s navigation and driver-assistance systems, enabling centimeter-level accuracy even in tunnels, parking garages and dense urban areas where standard GPS often underperforms. This integration highlights how Trimble’s high-precision, software-driven positioning engine can quietly underpin advanced EV features from hands-free driving assist to fleet intelligence and enhanced...

If you are wondering whether Bloom Energy's share price still makes sense after a strong run, this article walks through how the current price stacks up against several valuation checks. The stock closed at US$121.84, with returns of 40.2% over the last 7 days, 11.3% over 30 days, 23.5% year to date, about 400% over 1 year, and just over 4x over 3 years, which has naturally sharpened questions about future risk and reward. Recent attention on Bloom Energy has been shaped by ongoing interest...

Clear Secure (YOU) drew fresh attention after its shares rose 4.7% following investor enthusiasm at the CES 2026 conference, where artificial intelligence and data analytics were key themes for technology companies. See our latest analysis for Clear Secure. That CES-related jump comes on top of a 23.03% 90-day share price return and a 5.96% year to date share price return. The 1-year total shareholder return of 37.84% and 3-year total shareholder return of 36.86% indicate momentum has...

Forestar Group (FOR) recently reported continued momentum in lot sales and profitability, with resilient margins and strong homebuilder demand, a combination that has helped underpin recent share gains and institutional confidence. See our latest analysis for Forestar Group. Forestar’s recent update on lot sales and profitability comes as the share price sits at $25.61, with a 5.3% year to date share price return and a three year total shareholder return of 50.21%, suggesting momentum has...

If you are wondering whether MPLX is still good value at around US$52.55, you are not alone. The answer depends on how you look at the stock. The recent share price sits about 1.5% lower over the past week and 4.8% lower over the past month, even though the 1 year return is 17.2% and the 3 year return is 98.2%, with a very large 5 year gain of 233.8%. Recent coverage has focused on MPLX as a midstream energy business with income oriented appeal and ongoing investor interest in its...

In recent days, Advanced Drainage Systems reported fiscal second-quarter 2026 results that surpassed analyst expectations for both earnings per share and revenue, prompting a wave of optimistic commentary from research firms. This outperformance reinforces the company’s focus on higher-value water management solutions and operational efficiency, which have become central themes in how analysts view its longer-term potential. With quarterly results beating forecasts and reinforcing product...