U.S. Industrial REITs Stock News

Harmony Biosciences Holdings (HRMY) opened Q1 2026 with total revenue of US$215.4 million and basic EPS of US$0.56, setting a clear reference point against a trailing twelve month EPS of US$2.53 on US$899.1 million of revenue. Over recent quarters the company has seen quarterly revenue move from US$184.7 million in Q1 2025 to a peak of US$243.8 million in Q4 2025, while basic EPS has shifted from US$0.79 to US$0.39 over the same span. This puts the latest print into sharper context for...

Wondering whether Fidelity National Information Services at around US$47.25 is a bargain or a value trap? This article walks through what the current price may really imply. The stock has inched up 1.5% over the last 7 days and 2.3% over the last 30 days, but that sits against a much tougher backdrop, with the share price down 28.0% year to date and 37.8% over the last year. Recent attention on Fidelity National Information Services has focused on its position within diversified financial...

Plains GP Holdings is proceeding with the sale of its Canadian NGL business to Keyera Corp, even as the Canadian Competition Bureau challenges the deal. The transaction would leave Plains GP Holdings focused on crude oil midstream assets connecting Canada to the U.S. Gulf Coast. The news comes with the stock at $23.63, under the ticker NasdaqGS:PAGP. For investors watching NasdaqGS:PAGP, this planned divestiture is a major shift in how the company is positioned. The stock has seen a 21.7%...

Royal Gold (RGLD) opened 2026 with Q1 revenue of US$465.8 million and basic EPS of US$3.32, setting a clear marker for how its royalty and streaming portfolio is currently translating into shareholder earnings. The company has seen quarterly revenue move from US$191.7 million in Q1 2025 to US$465.8 million in Q1 2026, while basic EPS shifted from US$1.73 to US$3.32 over the same period. With trailing twelve month EPS at US$8.55 on revenue of about US$1.3 billion, the latest print keeps the...

In the first quarter of 2026, GXO Logistics reported sales of US$3,298 million and returned to profitability with net income of US$4 million, reversing a loss a year earlier. This profit recovery, alongside raised full-year guidance and a growing pipeline of automation-led contracts such as the Autoload rollout for Grupa Zywiec, highlights how GXO is leaning on technology to improve efficiency and earnings quality. Now we’ll examine how this return to profitability and higher full-year...

Q1 2026 earnings snapshot Skyward Specialty Insurance Group (SKWD) opened 2026 with Q1 revenue of US$475.9 million and basic EPS of US$1.12, supported by net income of US$49.7 million. The company reported an increase in revenue from US$328.5 million and EPS of US$1.05 in Q1 2025 to US$475.9 million and EPS of US$1.12 in Q1 2026, while trailing twelve month net income reached US$177.7 million on US$1.6 billion of revenue. With trailing net margin at 11.4% versus 10.2% a year earlier,...

Fortinet (FTNT) opened 2026 with Q1 revenue of US$1,849.6 million and basic EPS of US$0.72, alongside net income excluding extraordinary items of US$534.5 million, setting the tone for how its profitability is holding up. Over the past year, the company has seen quarterly revenue move from US$1,539.7 million in Q1 2025 to US$1,849.6 million in Q1 2026, while basic EPS shifted from US$0.56 to US$0.72, giving you a clear view of how top line and EPS trends are feeding into today’s results. With...

If you are wondering whether Cleveland-Cliffs is priced attractively or not, the recent share performance gives you plenty of clues but not the full story. The stock last closed at US$10.65, with returns of 4.4% over 7 days, 22.3% over 30 days, a 21.7% decline year to date, and a 49.0% gain over the past year. This can leave the current value looking either appealing or stretched, depending on how you look at it. Recent price moves have come against a backdrop of ongoing attention on the...

Kelly Services (KELY.A) has opened 2026 with Q1 revenue of US$1.0 billion and a basic EPS loss of US$0.17, alongside a net loss of US$5.9 million, putting the focus squarely on how quickly profitability can stabilise. Over recent quarters, revenue has moved from US$1.16 billion in Q1 2025 to US$1.04 billion in Q4 2025 and US$1.04 billion in Q1 2026. EPS has swung from a Q1 2025 profit of US$0.16 to losses of US$3.69 in Q4 2025 and US$0.17 in the latest quarter, leaving investors weighing...

MetLife (MET) has opened 2026 with Q1 revenue of about US$19.1b and basic EPS of US$1.74, setting a clear yardstick for how its profitability is tracking against prior periods. Over recent quarters the company has seen revenue move between roughly US$17.3b and US$23.8b, while basic EPS has ranged from about US$1.04 to US$1.79. This gives you a fuller sense of how this latest print sits within its recent earnings rhythm. With trailing 12 month margins softer than a year ago, this quarter’s...

Jumia Technologies AG has released its Q1 2026 results, reporting sales of US$50.56 million versus US$36.26 million a year earlier, alongside a net loss of US$17.73 million compared with US$16.71 million previously. The combination of faster sales growth and a slightly wider loss in the latest quarter gives investors fresh insight into how Jumia is balancing expansion with cost control. We’ll now explore how Jumia’s strong year-on-year sales increase, despite a wider quarterly loss, reshapes...

Evolent Health (EVH) opened Q1 2026 with revenue of US$496.2 million, a basic EPS loss of US$0.24, and a net income loss of US$26.6 million, setting a clear tone for another quarter where growth and profitability are pulling in different directions. The company reported quarterly revenue of US$483.6 million in Q1 2025 and US$496.2 million in Q1 2026, while basic EPS over that span ranged from a loss of US$0.63 in Q1 2025 to a loss of US$0.24 in the latest quarter. This frames a results season...

StoneX Group (SNEX) opened Q2 2026 with total revenue of about US$45.3b, basic EPS of US$2.21, and net income of US$168.9m, setting a clear marker for its latest quarter. Over the past six quarters, the company has seen revenue move from US$27.6b in Q1 2025 to US$45.3b in Q2 2026, while quarterly basic EPS shifted from US$1.18 to US$2.21 and net income from US$82.4m to US$168.9m, with trailing twelve month EPS at US$6.01 and net income at US$446.8m. For investors, the combination of these...

BillionToOne (BLLN) opened Q1 2026 with revenue of $108.4 million and Basic EPS of $0.39, putting fresh numbers on the table for investors tracking its recent move into profitability. The company reported quarterly revenue of $59.0 million in Q1 2025 and $108.4 million in Q1 2026, while Basic EPS moved from a loss of $0.39 to a profit of $0.39 over the same period. This sets up a clear contrast in how the income statement now converts sales into earnings. Overall, margins appear firmer and...

Payoneer Global (PAYO) opened 2026 with Q1 revenue of US$261.6 million and basic EPS of US$0.057, alongside net income of US$19.6 million. This framed a quarter where profitability held steady in absolute terms. Over the last year, the company has seen trailing twelve month revenue move from US$977.7 million to US$1.07 billion, while basic EPS on the same basis sits at about US$0.20 and net income stands at US$72.2 million. This provides a clearer view of the earnings run rate behind the...

Cœur Mining (CDE) just posted Q1 2026 results with revenue of US$856.2 million and basic EPS of US$0.36, against trailing twelve month revenue of US$2.6 billion and EPS of US$1.23, reflecting a period of very strong reported earnings expansion over the last year. Over recent quarters, revenue has moved from US$305.4 million in Q4 2024 to US$360.1 million in Q1 2025 and US$674.8 million in Q4 2025 before this quarter’s US$856.2 million print. Quarterly basic EPS shifted from US$0.10 to...

Fabrinet (NYSE:FN) is expanding its manufacturing capacity with a new large-scale facility in Chonburi. The company is also making a minority investment in Raytec Semiconductor to advance co-packaged optics capabilities. These moves reflect management’s effort to align Fabrinet’s operations with rising demand in optical communications and datacom. Fabrinet, a manufacturing partner for complex optical and electronic products, sits at the intersection of optical communications, datacom and...

Tarsus Pharmaceuticals (TARS) opened 2026 with Q1 revenue of US$162.1 million and a basic EPS loss of US$0.16, alongside a trailing twelve month revenue base of US$535.1 million and a net loss of US$48.3 million. Over recent quarters the company has seen quarterly revenue move from US$66.4 million in Q4 2024 to US$78.3 million in Q1 2025 and then to US$162.1 million in Q1 2026. Basic EPS losses over the same snapshots were US$0.60, US$0.64 and US$0.16 respectively, highlighting a narrative...

Braemar Hotels & Resorts (BHR) opened Q1 2026 with total revenue of US$209.0 million and basic EPS of US$0.07, setting a fresh reference point after a tough run of quarterly results. The company reported quarterly revenue of US$215.8 million in Q1 2025, US$165.5 million in Q4 2025, and US$209.0 million in Q1 2026. Over the same period, basic EPS moved from a loss of US$0.04 in Q1 2025 to a loss of US$0.67 in Q4 2025, followed by a small profit of US$0.07 in the latest quarter. Together, these...

Trex Company (TREX) opened 2026 with Q1 revenue of US$343.4 million and basic EPS of US$0.58, compared with US$340.0 million of revenue and EPS of US$0.56 in the same quarter a year earlier. Trailing 12 month EPS stood at US$1.80 on revenue of US$1.18 billion. Over recent quarters the company has reported revenue in a range between US$161.1 million and US$387.8 million and quarterly EPS between roughly US$0.02 and US$0.71. This gives investors a clearer view of how current Q1 levels compare...

Centuri Holdings (CTRI) opened Q1 2026 with revenue of US$723.2 million and a net loss of US$9.5 million, or basic EPS of US$0.09. The trailing twelve months show revenue of about US$3.2 billion and net income of US$30.8 million, or EPS of US$0.33. Over recent quarters, the company has reported revenue moving from US$550.1 million in Q1 2025 to US$723.2 million in Q1 2026, with quarterly EPS ranging from a loss of US$0.20 to a profit of US$0.32. For investors, the key question now is how...

Amphastar Pharmaceuticals, Inc. reported its first-quarter 2026 results on May 7, 2026, with sales of US$171.17 million and net income of US$6.42 million, compared with US$170.53 million and US$25.29 million a year earlier. The sharp fall in net income and earnings per share, despite essentially flat sales, points to pressure on Amphastar’s profitability and cost structure. With Amphastar’s net income falling year over year despite stable sales, we’ll now examine how this affects the...

Energy Recovery (ERII) opened Q1 2026 with revenue of US$9.7 million and a basic EPS loss of US$0.23, alongside net income excluding extra items of a US$12.3 million loss, setting a clear reset in earnings season tone for investors. Over the past year, the company has seen trailing twelve month revenue move between US$144.9 million and US$136.6 million, with basic EPS on this basis ranging from US$0.40 to US$0.39. This gives a fuller view of how quarterly swings sit against the broader...

Flutter Entertainment (NYSE:FLUT) opened 2026 with Q1 revenue of $4.3 billion and basic EPS of $1.24, while trailing 12 month revenue sat at $17.0 billion against a basic EPS of $2.12 loss, so the latest quarter lands against a still loss making year in aggregate. Over the past year, the company has seen revenue move from $14.3 billion on a trailing 12 month basis in Q1 2025 to $17.0 billion in Q1 2026, with quarterly EPS swinging between a $3.92 loss in Q3 2025 and $1.24 in the most recent...