U.S. Industrial REITs Stock News

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...

In recent days, BellRing Brands has faced heightened scrutiny after several securities law firms began investigating its disclosures regarding retailer inventory reductions and the sustainability of its sales growth. This development suggests that BellRing’s previously reported sales momentum may have relied more on short-term inventory loading by key retailers rather than lasting end-consumer demand. We’ll examine how the growing investor concern around short-term inventory practices could...

Haemonetics Corporation was recently upgraded by analysts from Hold to Buy, following the release of Q4 2025 earnings that showed a 9% revenue decline largely due to a planned CSL transition and portfolio streamlining. This change in analyst sentiment comes as the company is expected to deliver an 11.12% increase in earnings per share over the next five years, highlighting confidence in its long-term growth strategies despite short-term revenue headwinds. We'll now examine how increased...

Organon recently outperformed the broader market, gaining 1.39% in a single trading session, with its earnings report scheduled for release on August 5, 2025 and analysts projecting a year-over-year decline in earnings per share and revenue. Despite expectations for lower results, analysts remain optimistic as reflected in Organon’s Zacks Rank of #2, signaling continued positive sentiment among market observers. With analyst optimism increasing ahead of earnings, we’ll examine what this...

Key Insights Vor Biopharma's significant insider ownership suggests inherent interests in company's expansion 63% of...

First American Financial reported strong second quarter and first half 2025 earnings, with revenue rising to US$1.84 billion for the quarter and a new ESOP-related shelf registration offering of nearly 2 million shares in the amount of US$113.8 million filed in late July. The company also completed a major buyback program and announced a fresh US$300 million repurchase plan, reflecting both a focus on shareholder returns and confidence in ongoing performance. We'll examine how the company's...

Goosehead Insurance recently announced a franchise partnership with Baird & Warner Real Estate, launching Adaptive Insurance Agency to offer seamless insurance purchase options within the homebuying process. This collaboration uniquely integrates insurance solutions into real estate transactions, aiming to simplify and enhance the experience for homebuyers through a unified platform. We'll explore how integrating insurance into real estate transactions with Adaptive Insurance Agency may...

Cohen & Steers, Inc. reported its second quarter 2025 earnings, posting revenue of US$136.13 million and net income of US$36.85 million, both increasing from the same period last year. This performance highlights momentum in the company's operational results, with growth in both revenue and net income over the first half of 2025 compared to the prior year. We'll examine how Cohen & Steers' robust revenue and earnings growth shapes its investment narrative and long-term outlook. Uncover the...

Solaris Energy Infrastructure, Inc. recently reported second quarter 2025 results showing a very large year-over-year increase in sales and revenue, with net income up to US$11.96 million and continued basic earnings per share improvement. The company also affirmed its third quarter dividend, maintaining a 28-quarter streak, reflecting a consistent commitment to shareholder returns even as its financial performance improves. We'll examine how Solaris' significant revenue growth and sustained...

Key Insights Marriott International's estimated fair value is US$262 based on 2 Stage Free Cash Flow to Equity Marriott...

Black Hills Corp. recently received approval from the Kansas Corporation Commission for a unanimous settlement on new utility rates, allowing recovery of about US$118 million in system investments and recognition of inflation-related costs since its last general rate filing in 2021. This development strengthens Black Hills' ability to recover infrastructure investments and maintain stable, predictable cash flows through enhanced base rate revenues and regulatory mechanisms. We'll explore how...

On July 16, 2025, Starwood Property Trust announced earnings guidance for the second quarter, expecting GAAP earnings per diluted share between US$0.36 and US$0.38, and declared a quarterly dividend of US$0.48 per share payable in October. This dual update provided investors with clearer expectations on the company's short-term profitability and ongoing commitment to shareholder returns, offering greater transparency during a time of portfolio repositioning. We’ll examine how the reaffirmed...

The Hanover Insurance Group recently launched Workers' Comp Advantage, a new feature in its business submission platform that allows agents to quickly quote and bind small business workers’ compensation coverage, enhancing speed and efficiency through automated processing and digital delivery. This development highlights the company's ongoing focus on digital innovation for small commercial insurance, providing agents and clients with a simpler, faster, and more integrated experience. Next,...

Earlier this week, Conestoga Capital Advisors underscored Bright Horizons Family Solutions' operational momentum, citing increased occupancy rates and strong Q1 2025 revenue and earnings growth driven by the return-to-office trend. This institutional endorsement spotlights the company's ability to capture value as workplace norms shift, even as some investors look elsewhere for rapid gains in technology stocks. We’ll now explore how recognition of Bright Horizons’ rising occupancy rates due...

In the past week, Bank of N.T. Butterfield & Son reported higher second quarter earnings, approved a 14% increase in its quarterly dividend, and launched a new share repurchase program while finalizing a board appointment with extensive sector experience. This combination of earnings growth, capital returns, and reinforcement of board expertise signals the bank’s confidence in its financial health and commitment to supporting shareholder value. We'll explore how the dividend increase and...

SL Green Realty Corp. recently declared a monthly dividend of US$0.2575 per share and signed a 64,077 square foot lease with Sigma Computing at One Madison Avenue, raising occupancy to 78.1% at the flagship property. The company maintained its 2025 earnings guidance despite reporting a net loss for the recent quarter, highlighting robust leasing activity and consistent cash dividends as signals of operational momentum. We'll explore how sustained leasing momentum at One Madison Avenue could...

In the past quarter, Brunswick completed the repurchase of 346,557 shares for US$17.46 million and reported record second-quarter free cash flow of US$288 million, with the Propulsion segment achieving a 7% year-over-year sales increase. Strong performance in Mercury’s outboard engine division, alongside an increased full-year free cash flow outlook and higher debt reduction target, reflects rising operational efficiency and confidence in the company’s cash generation. We’ll examine how...

Corporación América Airports recently released its June and year-to-date 2025 operating results, reporting growth in passenger numbers to 6,885,000 for June and cargo volume to 31,300 tons, compared to the same period last year. Steady increases in total aircraft movements and cargo volume highlight continued operational strength across the company’s airport concessions in multiple regions. Let's examine how the ongoing rise in passenger traffic could shape Corporación América Airports'...

GATX Corporation recently raised its full-year 2025 earnings guidance, following the release of second quarter results that showed higher sales, revenue, and net income versus the prior year. The company's consistent dividend and stronger earnings outlook underscore an ongoing trend of operational improvement and increased market confidence in its core businesses. We'll explore how GATX's upgraded earnings outlook supports the company's investment narrative on fleet demand and profit...

VSE Corporation reported its quarterly results last week, with analysts' expectations holding steady and revenue projected to be flat year on year at US$265.2 million, a sharp slowdown from the robust growth seen in the same quarter last year. Investor optimism appears strong as the company continues to deliver substantial total shareholder returns over five years, even with recent earnings declines and revenue misses against Wall Street projections. We'll examine how persistent analyst...

Broadstone Net Lease, Inc. recently announced that it has added three new build-to-suit development projects to its pipeline, with an aggregate estimated investment of approximately US$61.4 million, including industrial warehouse facilities in the Dallas area and California’s Central Valley, as well as a new grocery store for Sprouts Farmers Market, Inc. The company's expanded pipeline not only diversifies its tenant and development partner relationships but also broadens its footprint...