U.S. Industrial REITs Stock News

CDW Corporation reported that Chief Financial Officer Albert J. Miralles plans to retire in 2027, with a phased transition to an Executive Advisor role through March 31, 2028, while also announcing second-quarter 2026 sales of US$6,572.2 million and net income of US$274.4 million, alongside a quarterly dividend of US$0.630 per share. The combination of better-than-expected earnings tied to strong AI and modernization demand and a carefully staged CFO succession plan highlights CDW’s focus on...

With voters frustrated about inflation, real wages under pressure and Trump’s war in Iran weighing on fuel and borrowing costs, many investors are rethinking how exposed their portfolios are to swings in consumer sentiment. That stress can create openings for patient buyers. This article walks through 3 dividend paying US consumer staples stocks from a defensive screener that are meaningfully exposed to this news backdrop. The 3 stocks below are just a starting sample, and the full defensive...

Backblaze (BLZE) is back in focus after second quarter 2026 results showed higher sales and a smaller net loss, paired with raised full year revenue guidance and fresh AI focused product and partnership updates. See our latest analysis for Backblaze. Backblaze’s recent earnings, higher full year revenue guidance and AI focused product news come after a strong run in the stock. The 30 day share price return was 43.87% and the year to date share price return was 301.27%. The 3 year total...

Teamshares came into this print as a high growth, still unprofitable financial platform stock that many investors viewed as a long runway story. The market liked what it saw on the headline numbers, with the stock up 4.3% after the report. The key surprise was earnings. Teamshares swung to basic earnings per share of US$0.17 in Q2 2026, alongside revenue of US$148.7m, after recent quarters of sizeable losses. That profit print, even on an early and fragile base, is what grabbed attention and...

In early August 2026, Motorola Solutions completed two senior unsecured fixed‑rate bond offerings totaling about US$949.01 million, issuing 4.850% notes due 2029 and 5.650% notes due 2036 with major global banks acting as co‑lead underwriters. These new bonds, coming alongside strong second‑quarter results and higher full‑year revenue guidance, highlight how Motorola Solutions is pairing growth investment with long‑term funding while continuing to return capital via share repurchases under...

BankUnited (BKU) is back in focus after quarterly results missed analyst expectations on both net interest income and EPS. Management highlighted record non interest bearing deposits, stronger fee income and better credit quality. See our latest analysis for BankUnited. At around $48.34, BankUnited’s recent 1 day share price return of 1.07% and 7 day share price return of 4.05% suggest some short term buying interest. The 1 year total shareholder return of 32.66% and 3 year total shareholder...

PG&E (NYSE: PCG) is reported to be a primary funder of "Wildfire Victims First", a coalition lobbying for wildfire bailout legislation while presenting utility-linked advocates as independent voices. Consumer Watchdog alleges the coalition is backed by PG&E and other utilities and that these ties were not clearly disclosed to the public or policymakers. The revelations raise questions about transparency in regulatory lobbying and how future wildfire liability rules might be shaped in favor...

In August 2026, Taboola.com Ltd. reported second-quarter 2026 results showing sales of US$476.83 million and net income of US$4.32 million, alongside six-month sales of US$943.22 million and net income of US$63.38 million, and issued revenue guidance of US$460 million–US$473 million for the third quarter and US$1.93 billion–US$1.96 billion for full-year 2026. The shift from net losses a year earlier to profits in both the quarter and first half, combined with quantified revenue guidance,...

Energizer Holdings (ENR) released third quarter and nine month results to June 30, 2026, with sales slightly higher than a year earlier, while net income and earnings per share moved sharply lower. See our latest analysis for Energizer Holdings. The recent third quarter earnings release, together with an update on the completed buyback program, comes after a strong 90 day share price return of 37.61%. However, the 1 year total shareholder return declined 13.45%, which suggests short term...

Sally Beauty Holdings (SBH) is back on investors' radar after a fresh earnings release, updated full year sales guidance, and a completed share repurchase tranche under its long running buyback program. See our latest analysis for Sally Beauty Holdings. Sally Beauty Holdings shares have pulled back slightly in the past week after the latest earnings and guidance update. However, a 30 day share price return of 10.35% and a 90 day gain of 38.92% suggest momentum has been building, supported by...

GE HealthCare Technologies (GEHC) has rolled out new ultrasound products that are drawing fresh attention to the stock. The LOGIQ e laptop systems and expanded breast imaging platform combine AI tools, portability and regulatory clearances. See our latest analysis for GE HealthCare Technologies. The LOGIQ e and Invenia ABUS launches come after a strong stretch for GE HealthCare Technologies, with a 30 day share price return of 16.8% and a 90 day share price return of 19.8% lifting the stock...

Pershing Square stock has had a strong run so far this year, yet the current valuation checks suggest the shares are not an obvious bargain. The market has pushed the price up quickly while the broader metrics still lean toward the stock screening as expensive. Pershing Square is up 68.7% year to date, which puts extra focus on whether the recent strength already reflects most of the good news in the price. The fund structure and concentrated portfolio can support earnings and asset growth...

OPKO Health (OPK) recently expanded its financing relationship with HealthCare Royalty by issuing an additional $125 million in senior secured notes tied to mazdutide royalties from Eli Lilly. This royalty backed deal provided OPKO with immediate, non dilutive capital. See our latest analysis for OPKO Health. The new financing comes after a period where OPKO Health’s 30 day share price return of 15.97% and 90 day share price return of 22.12% contrast with a 5 year total shareholder return...

In August 2026, Camtek Ltd. reported second-quarter 2026 results showing sales of US$133.24 million, up from US$123.32 million a year earlier, while net income and earnings per share from continuing operations declined year-on-year. At the same time, management issued third-quarter 2026 revenue guidance of US$158 million to US$160 million, implying an exceptional 20% sequential increase that contrasts sharply with the recent earnings pressure. With management now guiding to a sharp...

Cboe Global Markets stock has delivered a powerful run over the past five years, yet the current valuation checks suggest the shares are priced at a premium rather than standing out as a clear bargain. Cboe Global Markets has returned 144.0% over five years, which sets a high bar for what investors may reasonably expect from here. Recent growth efforts in areas like options, prediction markets and global clearing can support high expectations, while regulatory changes and business reshaping,...

In early August 2026, MACOM Technology Solutions Holdings reported third-quarter sales of US$342.24 million and net income of US$100.71 million, sharply higher than a year earlier, alongside significantly improved earnings per share. Over the first nine months of the fiscal year, the company shifted from a net loss to a net profit while also issuing stronger fourth-quarter revenue guidance of US$415 million to US$425 million, highlighting a marked turnaround in financial performance. We'll...

Cooling inflation, softer retail sales and housing strains are pulling markets in two directions, with income investors caught between rate expectations and worries about slower growth. That mix is putting more attention on real estate linked to everyday needs and steady rent checks. This article walks through three U.S. defensive, income focused real estate stocks exposed to these macro shifts and explains why they may deserve a closer look now. The stocks covered below are just a sample of...

Mirum Pharmaceuticals, Inc. reported past earnings for the second quarter and first half of 2026, disclosing a net loss of US$67.23 million for the quarter and a very large six‑month net loss, with basic loss per share from continuing operations rising to US$1.06 for the quarter and US$14.03 for the half year. The sharp widening of losses compared with the prior year highlights how Mirum’s cost base and investment intensity have increased relative to its current revenue scale. We’ll now...

Installed Building Products (IBP) is back in focus after second quarter results topped Wall Street expectations, with commercial installations and recent acquisitions helping offset softer single family residential demand, according to management commentary. See our latest analysis for Installed Building Products. Installed Building Products shares have pulled back in the short term, with the 1 day share price return down 2.38% and the year to date share price return down 10.18%. However, the...

XMax shares inched up about 2% into the weekend, yet the real jolt is in the earnings line. The stock barely moved, while Q2 net income and earnings per share swung sharply into profit, marking a clean break from last year’s losses. The key point is straightforward: XMax has shifted from fighting for survival on the income statement to reporting positive EPS, even as the market still prices the stock on a modest P/E next to peers. Is XMax trading at a genuine earnings reset discount, or has...

In August 2026, AbCellera Biologics Inc. reported positive Phase 2 results for its investigational menopause drug ABCL635 and completed a roughly US$200.00 million follow-on equity offering of common stock and pre-funded warrants. These developments, alongside a new collaboration with Vertex Pharmaceuticals on multispecific T‑cell engagers for autoimmune diseases, highlight AbCellera’s effort to expand its clinical pipeline while strengthening its funding base. We’ll now examine how the...

JetBlue Airways has delivered a 23.1% gain year to date and an 8.2% return over the last year, yet the stock still screens as cheap on several valuation checks after a 60.1% decline over the past five years. For investors looking at JetBlue Airways today, the question is whether the recent share price recovery is beginning to close that gap or if the stock still offers value. Over the past five years, JetBlue Airways shares have declined 60.1%, which suggests the market has already priced in...

Jefferson Capital stock has delivered a 35.5% return over the past year, yet the broader valuation checks point to a mixed picture rather than a clear bargain or clear premium. The 35.5% 1 year return suggests the market has re-rated Jefferson Capital positively. Investors now need to judge whether the current price still leaves enough room for a reasonable upside. Expansion into Latin America and growth in purchased portfolios can support expectations for future collections. At the same...

MacroGenics stock ticked up 3.4% to US$4.22 into the weekend, a modest relief move for a biotech that has been grinding through loss-making quarters and a choppy three month stretch. The headline from this earnings release is not the top line; it is the size of the earnings drag. MacroGenics reported a quarterly loss of US$69.6 million from ongoing operations and basic earnings per share of US$1.10 in the red. For anyone thinking beyond today’s small bounce, the real question is how long this...