U.S. Industrial REITs Stock News

Nelnet Business Services recently launched Propelr, an AI-enhanced learning platform designed to streamline onboarding, compliance, and professional development with a human-centered approach for workforce training and retention. This expansion draws on Nelnet’s education technology experience to offer scalable automation and gamification features that aim to boost productivity and engagement from day one. We’ll examine how Propelr’s AI-powered automation may shape Nelnet’s investment...

Amedisys, Inc. announced its second quarter and six-month 2025 earnings, reporting a decrease in quarterly net income to US$28.08 million but an increase in net income for the first half of the year to US$89.1 million. The earnings results reveal a contrasting trend, with quarterly profit declining but the company generating significantly higher net income for the first half of 2025 compared to the previous year. We’ll examine how the rebound in year-to-date earnings shapes Amedisys’s...

Hamilton Insurance Group recently appointed Raymond Karrenbauer as Group Chief Information Officer, effective September 15, 2025, to succeed Venkat Krishnamoorthy upon his retirement after six years with the company. Karrenbauer brings significant technology leadership and digital transformation experience from organizations such as The Cyber AB, IFG Companies, Axis Capital, and ING Group, positioning Hamilton to further strengthen its IT strategy and infrastructure. We'll explore how...

On July 25, 2025, SharpLink Gaming appointed Joseph Chalom, a former BlackRock senior executive with significant digital finance experience, as its new Co-Chief Executive Officer, while current CEO Rob Phythian transitions to President and remains on the board. Chalom's background in executing high-profile digital asset initiatives and building institutional partnerships is expected to influence SharpLink's expansion into innovative financial technology arenas. We'll explore how the addition...

In July 2025, NETSTREIT Corp. completed an upsized public offering of 10,800,000 common shares at US$17.70 each, raising approximately US$191.16 million to be used for general corporate purposes, including debt repayment and property acquisitions. This capital raise coincides with NETSTREIT's recent dividend increase and a shift from net loss to profitability in its latest quarterly results. We'll assess how this equity offering, aimed at funding acquisitions and strengthening the balance...

Universal Technical Institute recently announced the launch of four new electrical-focused programs at its Exton and Mooresville campuses, subject to regulatory approval, as part of a broader initiative to expand its educational offerings. This approach features a modular curriculum that allows students to specialize in areas such as robotics, wind energy, or electronics, supporting UTI's broader growth and campus expansion strategy. We'll examine how the rollout of these modular electrical...

Indivior recently completed its delisting from the London Stock Exchange, maintaining its primary listing on Nasdaq and joining the S&P Global BMI Index. This move coincided with the release of favorable real-world study results for its long-acting injectable buprenorphine, BUP-XR, demonstrating improved outcomes for opioid use disorder patients over six months. We'll explore how the LSE delisting and Nasdaq focus could reshape Indivior's investment narrative for both institutional and...

USA Compression Partners, LP recently announced a cash distribution of US$0.525 per common unit (US$2.10 annualized) for the second quarter of 2025, with payment to unitholders on August 8, 2025 and a record date of July 28, 2025. This affirmation of the regular quarterly distribution highlights the company's ongoing commitment to returning capital to unitholders through consistent payouts. We’ll examine how the reaffirmed dividend payout supports USA Compression Partners’ investment...

H2O America recently reported strong second quarter 2025 results, with sales rising to US$198.26 million and net income reaching US$24.68 million, and announced a quarterly dividend increase to US$0.42 per share, payable September 2, 2025. This combination of significant earnings growth and a higher dividend may reflect management’s positive outlook and focus on rewarding shareholders. We’ll explore how H2O America’s improved earnings and dividend raise may reshape its long-term investment...

Sportsman's Warehouse Holdings, Inc. ( NASDAQ:SPWH ) shareholders will doubtless be very grateful to see the share...

American Assets Trust, Inc. recently reported its second quarter 2025 results, showing year-over-year declines in revenue and net income, and declared a US$0.340 per share cash dividend for Q3 to be paid in September to shareholders of record as of early September. While second quarter earnings were weaker compared to the prior year, net income for the first half of 2025 showed a significant increase, highlighting a contrasting performance between quarters. We’ll examine how American Assets...

Rayonier Inc. recently announced that its board of directors declared a third quarter cash dividend of US$0.2725 per common share, payable on September 30, 2025, to shareholders of record as of September 16, 2025. This dividend action highlights Rayonier's ongoing commitment to returning capital to shareholders and suggests continued confidence in its near-term financial outlook. We'll consider how the third quarter dividend declaration updates Rayonier's investment narrative, especially...

Boston Beer Company recently reported its second-quarter 2025 results, posting US$587.95 million in revenue and US$5.45 in diluted earnings per share, both exceeding last year's figures, and updated its full-year guidance to reflect stronger gross margin expectations despite reduced sales volumes. The company attributed its profit outperformance to operational improvements and cost efficiencies, affirming confidence in sustaining earnings growth amid persistent industry headwinds. We'll now...

In July 2025, Taylor Morrison Home announced it had completed a significant tranche of its share buyback program, repurchasing 5,195,503 shares for US$326.06 million, and released its second-quarter results, reporting US$2.03 billion in revenue and US$193.58 million in net income. The company’s consistent share repurchases combined with stable operating earnings underscore its focus on capital returns and operational stability despite changing market conditions. We'll examine how the...

Earlier this month, Vital Farms announced it has surpassed 500 family farms in its network, expanding from 300 at the end of 2023 and boosting efforts to meet rising demand with new and upgraded production facilities in Missouri and Indiana to increase capacity and offset rising costs. This rapid growth in the company’s farm network highlights how expansion incentives and supply chain investments are enabling Vital Farms to strengthen its position as a leading U.S. pasture-raised egg...

MGIC Investment Corporation's Board of Directors recently declared a quarterly cash dividend of US$0.15 per share, representing a 15% increase over the previous dividend of US$0.13 and payable on August 21, 2025, to shareholders of record as of August 7, 2025. This dividend increase underscores the company’s commitment to capital returns and signals confidence in its ongoing financial stability and shareholder value strategy. We will examine how MGIC’s dividend increase strengthens its...

Four Corners Property Trust recently reported its second quarter 2025 results, with revenue reaching US$72.84 million and net income at US$27.92 million, alongside several new acquisitions including healthcare, restaurant, and coffee properties under long-term, triple net leases. This activity highlights FCPT’s approach to broadening its property portfolio beyond restaurants, signaling ongoing efforts in diversification and stable income growth. We'll explore how the combination of portfolio...

Delek Logistics Partners, LP recently declared a quarterly cash distribution of US$1.115 per common limited partner unit for the second quarter of 2025, payable on August 14 to unitholders of record as of August 8. This upward adjustment in distribution highlights the company's continued focus on rewarding unitholders and maintaining a strong track record of cash payouts. We will look at the implications of the distribution increase on Delek Logistics Partners' investment outlook and...

Portland General Electric recently reported second-quarter earnings results, highlighting revenue of US$807 million and net income of US$62 million, alongside a new shelf registration and follow-on equity offering to support capital needs. A significant rise in demand from data center and industrial customers drove quarter-over-quarter industrial load growth, while management reaffirmed its dividend and operational guidance despite higher operating expenses and ongoing infrastructure...

Integer Holdings Corporation recently announced its second quarter 2025 results, reporting sales of US$476.49 million and net income of US$37.01 million, both increased from the prior year, alongside diluted earnings per share of US$1.04 versus US$0.88 a year ago. Despite stronger quarterly performance, the company's net income and earnings per share for the first half of 2025 were significantly lower than the previous year, highlighting ongoing challenges with sustained profitability. We'll...

Earlier this month, AZZ Inc. secured a three-year US$150 million accounts receivable securitization facility with Wells Fargo, using proceeds to refinance existing debt at lower interest rates and entering into several associated agreements to facilitate the transaction. This move is anticipated to reduce AZZ’s interest expenses and improve financial flexibility, further strengthening its balance sheet position alongside recent operational gains. Next, we'll examine how AZZ's lower debt...

Benchmark Electronics recently announced the successful commissioning and validation of the Aurora exascale supercomputer at Argonne National Laboratory, a project involving close collaboration with Intel and focused on advanced liquid-cooled, high-performance computing subsystems manufactured and tested in the US. This achievement highlights Benchmark's ability to deliver complex, mission-critical technology solutions to major scientific and government clients, showcasing its specialized...

Earlier this week, California Water Service Group announced a 20-year power purchase agreement with EDP Renewables North America to install a 1.75 MWac onsite solar photovoltaic array at its Northeast Bakersfield Treatment Plant, expected to generate around 3,800 megawatt-hours of renewable energy annually. This collaboration aims to significantly reduce grid energy costs by about US$1.7 million over the agreement term while supporting the company’s long-term environmental goals. We'll...

Armstrong World Industries ( NYSE:AWI ) Second Quarter 2025 Results Key Financial Results Revenue: US$424.6m (up 16...