U.S. Industrial REITs Stock News

SM Energy Company recently reported second quarter 2025 earnings, with revenues of US$792.94 million and net income of US$201.67 million, and updated its production guidance to increase oil's share in its output mix. Alongside these results, the company indicated a substantial year-over-year rise in production volumes, especially oil, reinforcing its operational capacity and growth trajectory. We’ll explore how this increase in oil production and a more oil-weighted guidance could shape SM...

In the past week, UFP Industries gained attention as investors reacted favorably to optimism about a possible Federal Reserve interest rate cut and the extension of the U.S.-China tariff truce, providing greater certainty for companies with international supply chains. An important development was the launch of UFP Packaging's U-Loc 200 innovative crate system, which aims to improve safety and sustainability in shipping and could enhance UFP's long-term market opportunities. We’ll explore...

On July 31, 2025, KLA Corporation reported higher-than-expected fourth-quarter and full-year earnings, with revenue reaching US$3.17 billion and net income at US$1.20 billion for the quarter, as well as a quarterly cash dividend declaration and guidance for continued strong financial performance in the next quarter. This period also saw renewed analyst confidence in KLA's international operations, highlighting not only robust earnings growth but also the increasing role of global markets in...

Earlier this month, Interface, Inc.’s Board of Directors approved a quarterly cash dividend increase to US$0.02 per share, doubling the company's previous payout and payable on September 12, 2025 to shareholders of record as of August 29, 2025. This move came just after Interface reported higher sales, improved net income, and raised its full-year revenue guidance, highlighting management’s confidence in business momentum and capacity to boost returns for shareholders. We’ll now explore how...

The Hershey Company recently reported its second-quarter 2025 earnings, highlighting year-over-year sales growth to US$2.61 billion but a sharp decline in net income to US$62.72 million, alongside a lowered earnings outlook reflecting expanding tariff-related costs. The company also unveiled a high-profile collaboration between REESE'S and OREO, introducing new permanent products that further diversify its snack portfolio, while confirming its 382nd consecutive common stock dividend and...

In the past week, Hub Group reported second-quarter 2025 results showing sales of US$905.65 million and net income of US$25.25 million, alongside share repurchases totaling US$14 million and updated full-year guidance projecting diluted EPS between US$1.80 and US$2.05 on revenue of US$3.6 billion to US$3.8 billion. Improved broader market sentiment following an inflation report and an extended U.S.-China tariff truce contributed to favorable conditions for supply chain companies like Hub...

AGNC Investment Corp. announced in early August that its Board of Directors declared a US$0.12 per share cash dividend for August 2025, payable on September 10, 2025, to stockholders of record as of August 29, 2025. Despite affirming its monthly dividend and updating investors on share repurchase activity, the company faced heightened investor scrutiny following weaker-than-expected Q2 results and earnings misses compared to peers. We'll explore how AGNC's recent earnings miss and ongoing...

Green Brick Partners, Inc. recently reported its second quarter 2025 results, which showed year-over-year declines in quarterly net income and earnings per share despite a slight increase in six-month revenue to US$1.05 billion, and completed a sizeable share buyback of 1.03 million shares for US$60.13 million. The combination of weaker profit metrics alongside ongoing capital return efforts provides insight into how the company is managing shareholder value amid a shifting homebuilding...

ITT Inc. recently completed a US$400 million share repurchase, reported second quarter sales of US$972.4 million, reaffirmed its dividend, and raised earnings guidance for 2025, projecting total revenue of US$3.85 billion and GAAP EPS of US$5.95 to US$6.15 for the year. An upgrade to a Zacks Rank #2 and ongoing share buybacks highlight growing optimism in ITT’s earnings outlook and capital return approach. We'll examine how ITT’s upgraded earnings guidance and analyst rating could shift its...

Pitney Bowes Inc. recently completed a US$230 million offering of 1.5% convertible senior notes due 2030, directing a portion of the proceeds toward significant share repurchases and future investments. This move, alongside improved quarterly profitability and active capital management, reflects a shift toward strengthening the balance sheet despite lowering its annual revenue guidance due to business mix adjustments in its Presort segment. We'll explore how the convertible note offering and...

ZoomInfo Technologies recently reported second quarter results, announcing US$306.7 million in sales, a return to profitability with US$24 million in net income, raised full-year revenue guidance to US$1.215–1.225 billion, and confirmed new quarterly projections; the company also completed a major share buyback and appointed Michael Graham O’Brien as permanent Chief Financial Officer as of August 1, 2025. Significantly, these developments point to strengthened financial performance, greater...

WEBTOON Entertainment Inc. recently reported its second-quarter 2025 earnings, surpassing expectations with US$348.27 million in sales and significantly reducing its net loss compared to the previous year, while also announcing a new collaboration with Disney to feature Marvel, Star Wars, and other popular franchises on its platform. The introduction of major Disney content and outperformance in revenue across Paid Content, Advertising, and IP Adaptations highlight WEBTOON's efforts to...

On August 11, 2025, Blue Origin announced a collaboration with Shift4 Payments to enable customers to pay in cryptocurrency and stablecoins, including Bitcoin, Ethereum, Solana, USDT, and USDC, for commercial spaceflight bookings, with support for integrations such as Coinbase and MetaMask wallets. This partnership highlights how payment technology providers like Shift4 are expanding their reach into new, high-profile sectors by capitalizing on rising consumer demand for flexible digital...

The Bancorp, Inc. recently announced a US$200 million fixed-rate senior unsecured note offering due 2030, featuring callable, unsubordinated corporate bonds. This move coincides with optimism from analysts about The Bancorp’s fintech partnerships and a credit rating upgrade, resulting in renewed attention to its long-term growth prospects. We'll explore how this fixed-income offering, alongside analyst confidence in fintech expansion, could influence The Bancorp’s investment narrative. Rare...

Luckin Coffee reported its second quarter and first half 2025 earnings results, posting revenue of CNY 12.36 billion and net income of CNY 1.25 billion for the quarter, both higher than the previous year. The company also achieved gains in basic and diluted earnings per share for both reporting periods, signaling improved profitability and strong operational performance. We'll explore how Luckin Coffee's robust earnings growth for both revenue and net income may influence its overall...

Zions Bancorporation, N.A. recently priced US$500,000,000 of fixed-to-floating rate senior notes due August 2028, with settlement anticipated for August 18, 2025, and also posted improved financial results marked by higher net and noninterest income in its third quarter report. Notably, the company employed a fair value hedge to convert its fixed interest expense to a floating rate, aiming to neutralize interest rate sensitivity and support prudent balance sheet management. We'll now explore...

ON Semiconductor reported its second quarter 2025 results, posting sales of US$1.47 billion and net income of US$170.3 million, both reflecting year-over-year declines, alongside updated share buyback progress and a new electric vehicle technology integration with Xiaomi’s YU7 SUV lineup. While recent earnings were softer, the adoption of ON’s EliteSiC M3e technology in next-generation EVs highlights ongoing innovation and aligns the company with fast-growing electrification trends in...

From April to July 2025, SouthState completed its share repurchase program by buying back 440,000 shares for US$42.81 million, representing 0.43% of outstanding shares as announced in February 2025. This action underscores SouthState’s focus on enhancing shareholder value and signals management’s confidence in the bank’s long-term prospects. To understand the impact of the completed buyback, we’ll explore how this move fits into SouthState’s broader investment narrative and future...

Boston Beer Company recently announced that founder Jim Koch will return as CEO, succeeding Michael Spillane, who is stepping down but will remain on the board as a non-executive director. This leadership change coincides with a period of strong profitability and operational momentum, as well as the introduction of a share repurchase plan and renewed focus on retaining key executives. We'll explore how Jim Koch's return as CEO could influence Boston Beer's investment narrative and management...

Dayforce Inc. recently released its second quarter 2025 earnings, reporting revenue of US$464.7 million and net income of US$21.3 million, turning around from a net loss in the same period last year, and issued updated guidance projecting total revenue for the full year in the range of US$1.94 billion to US$1.96 billion. This marks a period of strong year-over-year revenue and profit growth for the company, with management also completing a share buyback of 1.5 million shares for US$87.33...

In recent days, HCA Healthcare highlighted its operational scale as the largest non-governmental acute care hospital operator in the US, while also receiving positive attention from analysts amid upward earnings revisions and strong performance metrics. The company also reaffirmed its commitment to employee family support, with the HCA Healthcare Foundation awarding over US$15 million in scholarships, emphasizing a culture of philanthropy and staff development. We'll explore how renewed...

On August 13, 2025, S&P Global Ratings upgraded ADT Inc. to a ‘BB’ rating, citing improved credit metrics and a significant reduction in ownership by financial sponsor Apollo, whose holding in ADT has fallen to around 14%. This governance change is expected to support stronger oversight and more disciplined financial policies as ADT focuses on enhancing its cash flows and capital allocation priorities. We'll explore how S&P's increased confidence in ADT's financial health could influence the...

Equinix recently reported higher net income, rising earnings per share for both the second quarter and year-to-date, and announced an increased full-year revenue guidance to up to US$9.33 billion for 2025, following favorable foreign currency shifts and the TIM acquisition. Alongside these results, the company affirmed its quarterly dividend and scheduled presentations at technology leadership conferences, highlighting enhanced confidence in outlook and operational transparency. We'll...

Park Hotels & Resorts Inc. recently declared a third-quarter 2025 cash dividend of US$0.25 per share, payable on October 15, 2025, while also revising its full-year 2025 earnings guidance downward following the release of weaker second quarter results. The company’s move to sustain a high annualized dividend yield comes amid a reported net loss and declining revenues, highlighting the balance between shareholder returns and current profitability challenges. We’ll explore how the combination...