U.S. Industrial REITs Stock News

Kratos Defense & Security Solutions (KTOS) opened 2026 with Q1 revenue of US$371 million and basic EPS of US$0.07, setting the tone for how its recent earnings momentum is feeding through to the bottom line. The company has seen quarterly revenue move from US$302.6 million and EPS of US$0.03 in Q1 2025 to US$371 million and EPS of US$0.07 in Q1 2026. Trailing twelve month EPS sits at US$0.17 on US$1.4b of revenue, giving investors a clearer read on how margins are tracking as the business...

Angi earnings shift draws investor focus Angi (ANGI) is in the spotlight after reporting first quarter 2026 results that showed sales of US$238.15 million, lower than the prior year, and a move from net income to a net loss. See our latest analysis for Angi. The earnings release and move to a quarterly net loss have coincided with a sharp reset in sentiment. Angi’s share price is at US$5.24 after a 90 day share price return of negative 55.78% and a 1 year total shareholder return of negative...

If you are wondering whether Ubiquiti at around US$926.69 is priced for perfection or still offers value, this article walks through what the current market price might be indicating. The stock has been volatile recently, with an 8.4% decline over the past week, a 10.7% return over 30 days, 63.6% year to date, 163.8% over 1 year, 435.7% over 3 years and 261.7% over 5 years. Recent attention on Ubiquiti has focused on its long term share price performance and what this means for current...

Why Azenta’s latest quarter is drawing attention Azenta (AZTA) has come under pressure after its second quarter report, which combined a US$149,083,000 goodwill and intangible asset impairment with a wider net loss, prompting investors to reassess the stock. See our latest analysis for Azenta. The earnings report and US$149.1m impairment have clearly shifted sentiment, with the 7 day share price return of negative 24.42% feeding into a year to date share price return of negative 44.38% and a...

Unsurprisingly, Ambitions Enterprise Management Co. L.L.C's ( NASDAQ:AHMA ) stock price was strong on the back of its...

Bitdeer Technologies Group's ( NASDAQ:BTDR ) stock was strong after they recently reported robust earnings. However...

For investors wondering whether Bristol-Myers Squibb at around US$56.25 is offering value or risk at this point, this article breaks down what the current price might be indicating about the stock. The share price has had a mixed run, with a 7.2% loss over the last week and a 2.5% loss over the last month, but it is still up 5.2% year to date and 26.0% over the past year. Recent headlines around Bristol-Myers Squibb have focused on its position within the broader pharmaceuticals space and on...

Iovance Biotherapeutics (IOVA) opened Q1 2026 with revenue of US$71.4 million and a basic EPS loss of US$0.19, alongside net income excluding extra items at a loss of US$79.0 million. Over recent quarters, the company has seen revenue move from US$49.3 million in Q1 2025 to US$71.4 million in Q1 2026. Quarterly basic EPS losses ranged between US$0.18 and US$0.36 across that period, illustrating that top line scale is increasing while spending remains high and margins stay under pressure. See...

Wondering whether Alnylam Pharmaceuticals at around US$295.91 is offering fair value right now, or if the price is running ahead of the story? This article breaks down what the numbers suggest. The stock has seen mixed returns with a 4.4% decline over the last 7 days and a 7.4% decline over 30 days, but it is still up 14.5% over 1 year, 43.6% over 3 years and 122.6% over 5 years. Recent headlines have focused on Alnylam Pharmaceuticals' role in RNA interference based therapies and how its...

For investors considering whether Lyft at US$14.16 offers potential value or additional risk, this article explains what the current price might imply. Lyft's stock has returned 0.1% over the last week and 2.8% over the last month, while the year to date return is a 28.4% decline and the 1 year return is 8.9%. Taken together, these figures highlight changing views on its potential and risks. Recent coverage of Lyft has focused on how the company is positioned within transportation and ride...

In the past quarter, Air Products and Chemicals, Inc. reported second-quarter 2026 sales of US$3,171.8 million and net income of US$710.4 million, marking a return to profit from a very large net loss a year earlier. Beyond the headline earnings rebound, Air Products' largest-ever semiconductor investment with Samsung in South Korea underscores how its gas infrastructure is increasingly tied to advanced electronics manufacturing. We’ll now examine how this sharp earnings recovery, alongside...

Investors may be wondering whether Expedia Group at around US$252.79 is still offering value after a strong run, or whether the easier part of the opportunity has already passed. The stock has returned 1.8% over the last 7 days and 12.7% over the last 30 days, while the 1 year and 3 year returns are 50.8% and 180.0% respectively, with a year to date return showing a 10.7% decline. Recent headlines have focused on Expedia Group's position in online travel, including its product mix across...

WaFd, Inc. recently reported past Q2 2026 results showing net income of US$65.6 million on US$27.60 billion in assets, alongside an improved 2.81% net interest margin and continued dividends and share repurchases. The bank also highlighted strong credit protection with allowance for credit losses covering 163% of non-performing loans, underlining a focus on balance sheet resilience as it contends with deposit competition and higher funding and operating costs. Next, we’ll examine how WaFd’s...

NCR Voyix (VYX) Q1 2026 headline numbers NCR Voyix (VYX) opened 2026 with Q1 revenue of US$606 million and a basic EPS loss of US$0.04, setting a very different tone from the trailing twelve month EPS of US$0.30 that reflects a recent turn to profitability. Over recent quarters, revenue has moved between US$617 million in Q1 2025 and US$720 million in Q4 2025, while EPS has swung from a loss of US$0.17 in Q1 2025 to a profit of US$0.50 in Q4 2025 before slipping back into a small loss this...

Celldex Therapeutics (CLDX) stock snapshot Celldex Therapeutics (CLDX) has drawn fresh attention after recent trading moves, with the stock showing a 6.3% gain over the past month and a 40.2% return in the past 3 months. See our latest analysis for Celldex Therapeutics. Despite a 3.1% one day share price pullback to US$33.32, Celldex’s recent 30 day share price return of 6.3% and 90 day share price return of 40.2% point to building momentum. The 1 year total shareholder return of 70.7% shows...

Onterris (ONT) opened 2026 with Q1 revenue of US$168.5 million and a basic EPS loss of US$0.35, alongside net income excluding extra items of a US$12.7 million loss, putting fresh numbers behind a stock trading at US$17.45. The company has seen quarterly revenue move from US$177.8 million in Q1 2025 to US$189.1 million in Q4 2024 and US$168.5 million in Q1 2026, while basic EPS has swung from a US$0.64 loss in Q1 2025 to gains of US$0.48 and US$0.24 in mid 2025 before returning to recent...

Paycom Software (PAYC) opened 2026 with Q1 revenue of US$571.9 million and basic EPS of US$3.05, while trailing twelve month revenue stood at US$2.1 billion and EPS at US$8.61, setting a clear benchmark for its recent performance. Over recent quarters, the company has seen revenue move from US$530.5 million in Q1 2025 to US$571.9 million in Q1 2026, with basic EPS shifting from US$2.49 to US$3.05. This gives investors a straightforward view of how the top line and EPS have tracked together...

Corteva (NYSE:CTVA) has branded its upcoming seed and genetics spinoff as Vylor, marking a key step toward separating into two focused agricultural companies. The company has also finalized a comprehensive litigation settlement with Bayer, which includes expanded licensing opportunities tied to Corteva's technology portfolio. The settlement and new branding move come as Corteva continues to reshape its business around distinct seed and crop protection platforms. Corteva's recent moves...

The recent earnings posted by Imperial Petroleum Inc. ( NASDAQ:IMPP ) were solid, but the stock didn't move as much as...

As you might know, Cipher Digital Inc. ( NASDAQ:CIFR ) last week released its latest first-quarter, and things did not...

Voyager Technologies, Inc. ( NYSE:VOYG ) just released its latest quarterly report and things are not looking great...

Investors in Nuvation Bio Inc. ( NYSE:NUVB ) had a good week, as its shares rose 8.1% to close at US$4.81 following the...

EPR Properties (EPR) opened Q1 2026 with total revenue of US$181.3 million and basic EPS of US$0.74, while trailing twelve month figures show revenue of US$720.2 million and basic EPS of US$3.25 as earnings almost doubled year over year by 98.1%. Over the past year, revenue has moved from US$688.3 million to US$720.2 million and net income shifted from US$121.9 million to US$247.6 million, lifting the reported net profit margin from 17.9% to 34.4% on a trailing basis. Together, the latest...

If you are wondering whether Capital One Financial at around US$192.59 is offering value or asking you to pay up for growth, this article breaks down what the current price implies. The stock has returned 0.7% over the last week and 6.3% over the last month, while year to date it is down 22.3%. It currently has a 1 year return of 3.0% and a 3 year return of 131.8%, compared with 34.9% over 5 years. Recent coverage has focused on Capital One Financial's position in consumer finance and...