U.S. Industrial REITs Stock News

Commvault Systems (CVLT) closed out FY 2026 with fourth quarter revenue of US$311.7 million, basic EPS of US$0.34 and net income of US$14.6 million, set against a trailing 12 month picture that includes a 6% net margin and a one off loss of US$31.6 million. Over the last six quarters, the company has seen quarterly revenue move from US$262.6 million in Q3 FY 2025 to a trailing 12 month total of US$1.18 billion. Basic EPS across individual quarters ranged between US$0.25 and US$0.70 and...

Universal Health Services (UHS) opened Q1 2026 with total revenue of US$4.5 billion, basic EPS of US$5.71 and net income of US$348.7 million, setting a clear marker for how the year is starting. The company has seen quarterly revenue move from US$4.1 billion and EPS of US$4.87 in Q1 2025 to US$4.5 billion and EPS of US$5.71 in Q1 2026. Trailing twelve month EPS reached US$24.29 on revenue of US$17.8 billion. With net profit margins running at 8.6% over the last year, the latest results give...

ArcBest (ARCB) opened 2026 with Q1 revenue of US$998.8 million and a small net loss of US$1.0 million, which translated to basic EPS of a US$0.05 loss. Over the past few quarters, revenue has ranged between US$967.1 million and US$1.0 billion, while basic EPS has swung from a profit of US$1.24 in Q4 2024 to a loss of US$0.36 in Q4 2025 and now a much narrower loss in Q1 2026. This sets up a quarter in which investors are likely to focus on how margins are holding up through the cycle. See our...

Northwest Bancshares (NWBI) opened 2026 with Q1 revenue of US$170.7 million and basic EPS of US$0.35, underpinned by net income of US$50.5 million and a net interest margin of 3.7%. Over recent periods, the company has seen quarterly revenue move from US$148.3 million in Q1 2025 to US$172.2 million in Q4 2025 and then to US$170.7 million in Q1 2026, while basic EPS shifted from US$0.34 in Q1 2025 to US$0.31 in Q4 2025 and US$0.35 in the latest quarter. With a current net profit margin of...

Q1 2026 earnings snapshot Solaris Energy Infrastructure (SEI) has just posted Q1 2026 results with revenue of US$196.2 million and basic EPS of US$0.40, alongside trailing 12 month revenue of US$692.1 million and EPS of US$0.97 that frame the latest quarter in a broader earnings run rate. Over recent periods the company has seen revenue move from US$126.3 million in Q1 2025 to US$196.2 million in Q1 2026, while quarterly EPS has shifted from US$0.14 to US$0.40. This sets up a story where...

LendingClub (LC) opened 2026 with Q1 revenue of US$337.2 million and basic EPS of US$0.45, alongside trailing 12 month EPS of US$1.53 and net income of US$175.6 million that has been reported as growing very rapidly over the last year. Over recent periods the company has seen quarterly revenue move from US$299.8 million in Q1 2025 to US$354.0 million in Q4 2025 and then to US$337.2 million in Q1 2026, while basic EPS shifted from US$0.10 to US$0.36 and then to US$0.45 as trailing net margin...

Q1 2026 earnings snapshot Steel Dynamics (STLD) opened 2026 with Q1 revenue of US$5.2 billion and basic EPS of US$2.79, as investors weigh these numbers against the share price of US$226.96. The company has seen quarterly revenue move from US$4.4 billion and EPS of US$1.45 in Q1 2025 to US$5.2 billion and EPS of US$2.79 in Q1 2026. Trailing twelve month EPS stands at US$9.37 and revenue at US$19.0 billion, setting the broader backdrop. For investors, the key focus this quarter is how that...

Sun Communities (SUI) opened Q1 2026 with total revenue of US$512.1 million, Funds From Operations of US$121.6 million and a basic EPS loss of US$0.07, while net income excluding extraordinary items came in at a loss of US$8.7 million. Over recent quarters the company has seen revenue move from US$471.5 million in Q1 2025 to US$512.1 million in Q1 2026. Basic EPS has ranged from a profit of US$0.90 in Q4 2025 to several loss-making quarters, presenting a mixed picture for margins and cash...

Q1 2026 earnings snapshot NexPoint Residential Trust (NXRT) has released its Q1 2026 numbers with total revenue of US$63.5 million and basic EPS of US$0.27 loss, while trailing twelve month revenue sits at US$251.9 million and EPS at US$1.26 loss. Over recent quarters, revenue has moved in a tight band around the low US$60 million range, from US$63.3 million in Q1 2025 through US$62.2 million in Q4 2025 to US$63.5 million in Q1 2026, while quarterly basic EPS has stayed in a similar loss...

Northeast Bank (NBN) has reported a punchy Q3 2026 result, with revenue of about US$66.8 million and net income of roughly US$29.9 million translating into basic EPS of US$3.59 for the quarter. Over the last few quarters, revenue has moved from US$49.7 million in Q3 2025 to US$59.2 million in Q4 2025, then to US$53.3 million in Q1 2026 and US$50.9 million in Q2 2026. Quarterly basic EPS over the same stretch has ranged from US$2.27 to US$3.06 before this latest print, setting up a results...

Wondering whether Century Aluminum at around US$59.31 is still offering value or if most of the opportunity is already priced in. Over shorter periods the stock has been volatile, with a 3.4% decline over the last week, a 19.5% gain over the last month, a 44.9% gain year to date, and a 252.6% return over the past year. These moves have kept Century Aluminum on many investors' watchlists, with the share price reaction likely influenced by changing expectations around the business and sector...

Crown Holdings (CCK) has just posted its Q1 2026 scorecard, with revenue of US$3.3 billion, basic EPS of US$1.56 and net income excluding extra items of US$175 million, giving investors fresh detail on how the business is currently running. Over the past year, the company has seen revenue move from US$2.9 billion in Q1 2025 to US$3.3 billion in Q1 2026. Over the same period, basic EPS shifted from US$1.65 to US$1.56 and net income excluding extra items went from US$193 million to US$175...

First Financial Q1 2026 results in focus First Financial (THFF) opened 2026 with Q1 revenue of US$65.6 million and basic EPS of US$1.67, set against trailing twelve month revenue of US$258.7 million and EPS of US$6.79 that reflect a 47.2% earnings increase over the past year. Over recent periods, the company has seen revenue move from US$59.8 million in Q4 2024 to US$60.5 million in Q1 2025 and US$65.6 million in Q1 2026. Trailing twelve month EPS stepped from US$4.00 in Q4 2024 to US$4.63 in...

First Farmers and Merchants (FFMH) has kicked off Q1 2026 with total revenue of US$18.0 million and basic EPS of US$1.38, setting a clear benchmark for the rest of the year. Over recent quarters, revenue has moved from US$15.5 million in Q1 2025 to US$18.0 million in Q1 2026, while basic EPS has shifted from US$1.11 to US$1.38. This gives investors a concrete sense of how the top line and per share earnings are tracking through the cycle. Together with a trailing twelve month net income of...

Asbury Automotive Group (ABG) opened Q1 2026 with revenue of US$4.1b and basic EPS of US$9.88, setting a clear marker for how the year is starting after a run of quarterly results that have kept investors focused on earnings power. Over the past year, the company has seen trailing twelve month revenue move around US$18.0b while trailing EPS has ranged between roughly US$21.05 and US$28.72. This gives a sense of how the top line and per share profitability have been tracking into this latest...

Avery Dennison (AVY) has opened 2026 with Q1 revenue of US$2.3 billion and basic EPS of US$2.18, as investors weigh these headline numbers against a modest shift in profitability over the past year. The company has seen quarterly revenue move from US$2.15 billion and EPS of US$2.10 in Q1 2025 to US$2.30 billion and EPS of US$2.18 in Q1 2026. Trailing twelve month EPS sits at US$8.90 on revenue of US$9.0 billion, while net profit margin has edged from 8.0% to 7.8%. With that backdrop, the...

Kforce (KFRC) has posted Q1 2026 revenue of US$330.4 million and basic EPS of US$0.46, setting the tone for how investors parse both quarterly headlines and the trailing picture. Over the past year, trailing twelve month revenue sits at about US$1.3 billion with basic EPS of US$1.99, providing a clear view of how the latest quarter fits into the broader earnings run rate. With trailing net margin at 2.6% compared with 3.4% a year earlier, the focus now shifts to how investors weigh softer...

If you are wondering whether Phillips 66's current share price lines up with its underlying value, this breakdown will help you frame what the market might be pricing in right now. The stock last closed at US$165.13, with returns of 3.6% over 7 days, a 12.3% decline over 30 days, 26.5% year to date and 61.5% over 1 year. The 3 year and 5 year returns stand at 93.9% and 141.0% respectively. Recent price moves sit against a backdrop of ongoing coverage of Phillips 66 as a large US energy...

Q1 2026 headline numbers and what they signal for margins First Guaranty Bancshares (FGBI) opened 2026 with Q1 total revenue of US$19.5 million and basic EPS of US$0.14, while on a trailing twelve month basis it still recorded a net loss of US$49.4 million and basic EPS of US$3.34 loss. Over recent quarters, total revenue has ranged from US$19.1 million in Q4 2024 to US$19.7 million in Q4 2025. Basic EPS has swung from a US$3.01 loss in Q3 2025 to a profit of US$0.12 in Q4 2025 and US$0.14 in...

Wave Life Sciences (WVE) has opened Q1 2026 with revenue of US$38.2 million and a basic EPS loss of US$0.13, compared with Q1 2025 revenue of US$9.2 million and a basic EPS loss of US$0.29. Over the same stretch, trailing twelve month revenue moved from US$104.9 million in Q1 2025 to US$71.8 million in Q1 2026, while trailing EPS shifted from a loss of US$0.77 to a loss of US$1.03, creating a mixed read on top line scale versus ongoing earnings pressure. For investors, the key question is...

American Tower (AMT) opened 2026 with Q1 results that included total revenue of US$2.7 billion, basic EPS of US$1.84 and net income of US$859.5 million. This comes in a year where earnings growth over the past 12 months has been negative and the net profit margin has moved from 31.9% to 23.8%. Over recent quarters the company has seen revenue hold around US$2.5 billion to US$2.7 billion, while basic EPS has ranged from US$0.78 to US$2.63. This gives a clear view of how current profitability...

Rithm Capital Q1 2026 results in focus Rithm Capital (RITM) opened 2026 with Q1 revenue of US$961.3 million and basic EPS of US$0.12, setting the tone for how the rest of the year might shape up for shareholders watching income and capital returns. The company has seen quarterly revenue move from US$693.3 million in Q1 2025 through US$1.25 billion in Q4 2024 to US$961.3 million most recently. EPS over that span ranged from US$0.07 in Q1 2025 to US$0.54 in Q2 2025 and now sits at US$0.12,...

Sysco (SYY) has just posted another set of quarterly numbers, with Q2 2026 revenue at US$20.8b, basic EPS of US$0.81 and net income of US$389m setting the tone for how investors assess the latest update. Over the past few reported periods, revenue has moved from US$20.2b and EPS of US$0.83 in Q2 2025 to US$21.1b and EPS of US$0.99 in Q1 2026, before settling at the most recent Q2 levels. This provides a clearer run-rate backdrop for the current release. With trailing net profit margins cited...

Five Star Bancorp (FSBC) opened 2026 with Q1 total revenue of US$42.4 million and basic EPS of US$0.88, supported by net income of US$18.6 million. The company has seen revenue move from US$33.9 million and EPS of US$0.63 in Q4 2024 to US$40.7 million and EPS of US$0.83 in Q4 2025. This sets up Q1 2026 against a backdrop of rising top line and per share earnings over recent periods. For investors, that combination of revenue growth and expanding earnings is closely linked to the margin story...