U.S. Industrial REITs Stock News

Waystar Holding (WAY) has kicked off 2026 with Q1 revenue of US$313.9 million and basic EPS of US$0.23, supported by trailing twelve month revenue of about US$1.2 billion and EPS of US$0.69 alongside very large year over year earnings growth. The company has seen quarterly revenue progress from US$256.4 million in Q1 2025 to US$313.9 million in Q1 2026, while basic EPS over the same quarters moved from US$0.17 to US$0.23. This sets up a results season in which higher profitability and a...

SEACOR Marine Holdings (SMHI) opened Q1 2026 with revenue of US$44.3 million and a basic EPS loss of US$0.61, alongside a net income loss of US$15.8 million, putting margins and profitability firmly in focus for investors. Over the past year, the company has seen trailing twelve month revenue move from US$271.4 million in Q4 2024 to US$216.6 million in Q1 2026, while trailing EPS has shifted from a loss of US$2.82 to a loss of US$1.10. This sets a mixed backdrop of lower revenue and less...

TTM Technologies (TTMI) opened 2026 with Q1 revenue of US$846.0 million and basic EPS of US$0.48, alongside trailing 12 month EPS of US$1.89 on US$3.1 billion of revenue. This gives investors a clear view of both the latest quarter and the broader run rate. Over the past year, the company’s quarterly revenue moved from US$648.7 million in Q1 2025 to US$846.0 million in Q1 2026. Basic EPS over the same quarters shifted from US$0.32 to US$0.48, while trailing 12 month net income climbed from...

Oatly Group (OTLY) opened 2026 with Q1 results that keep the spotlight on revenue scale and persistent losses, following 2025 figures that showed Q4 revenue of US$233.8 million alongside basic EPS of a US$0.61 loss and net income of a US$19.1 million loss. Over recent quarters, the company reported revenue of US$214.3 million in Q4 2024, US$197.5 million in Q1 2025, and US$233.8 million in Q4 2025, while basic EPS moved from a US$3.05 loss in Q4 2024 to a US$0.41 loss in Q1 2025 and a US$0.61...

Garrett Motion (GTX) has put fresh numbers on the table for Q1 2026, coming off a recent quarter where it generated US$891 million in revenue, Basic EPS of US$0.44, and trailing 12 month EPS of about US$1.55 on US$3.6 billion of revenue. Over the past few quarters, revenue has moved from US$844 million in Q4 2024 to US$913 million in Q2 2025 and then US$891 million in Q4 2025. Quarterly Basic EPS has ranged between US$0.24 and US$0.47 as the business translated those sales into earnings. With...

Benchmark Electronics (BHE) opened 2026 with Q1 revenue of US$677.3 million and basic EPS of US$0.36, alongside net income excluding extra items of US$13.0 million, setting a clear marker for how the year is starting. The company has seen quarterly revenue move from US$631.8 million in Q1 2025 to US$677.3 million in Q1 2026, while basic EPS has shifted from US$0.10 to US$0.36 over the same period, giving investors a clean read on how the top and bottom lines are tracking year over year. With...

Wondering whether CECO Environmental at around US$74 a share still offers value, or if most of the opportunity has already played out? This article walks through the key numbers so you can judge that for yourself. The stock has seen sharp recent moves, with returns of 14.4% over 7 days, 24.4% over 30 days, 24.0% year to date, and a very large gain over 1 year of 203.7% and over 3 years of more than 7x. This naturally raises questions about what is already priced in. Recent coverage of CECO...

United States Lime & Minerals (USLM) opened Q1 2026 on the back of a solid recent run, with Q4 2025 revenue at US$87.9 million and basic EPS of about US$1.07 feeding into trailing 12 month earnings growth of 23.4%. Over the past year, the company has seen revenue move from US$317.7 million to US$372.7 million on a trailing basis, while trailing basic EPS increased from US$3.81 to US$4.69, anchoring that earnings lift. With net profit margins running at 36% over the last 12 months, the latest...

Iron Mountain (IRM) has kicked off its latest reporting cycle with Q1 2026 framed against a year where trailing twelve month revenue reached about US$6.9b and basic EPS came in at US$0.49, giving investors a clear view of how headline results are feeding through to the bottom line. Over recent quarters the company has seen revenue move from US$1,581.3m in Q4 2024 to US$1,843.2m in Q4 2025, while quarterly basic EPS has ranged from US$0.35 to US$0.30 across the same period. This sets the...

Mastercard (MA) kicked off Q1 2026 with Q4 2025 revenue of US$8.8b and basic EPS of US$4.53, following trailing 12 month EPS growth of 16.3% and five year average earnings growth of 14.2% per year. Over recent quarters the company has seen total revenue move from US$7.4b in Q3 2024 to US$8.1b in Q2 2025 and US$8.8b in Q4 2025. Basic EPS tracked from US$3.54 to US$4.08 and then US$4.53, giving investors a clear view of consistent profit expansion into the latest print, supported by a net...

Jones Lang LaSalle (JLL) has just posted its latest results with recent quarters showing revenue stepping from about US$5.7b in Q1 2025 to US$7.6b in Q4 2025, while basic EPS moved from US$1.17 to US$8.53 over the same stretch, against a trailing 12 month EPS figure of US$16.73. The company has seen total revenue advance from US$23.4b in Q4 2024 to US$26.1b in Q4 2025, with trailing 12 month net income of US$792.1m compared with US$546.8m a year earlier. These figures set up Q1 2026 as an...

Southside Bancshares (SBSI) has just opened 2026 earnings season with its Q1 update, coming off a Q4 2025 quarter that delivered US$62.2 million in revenue and basic EPS of US$0.70, supported by net income of US$21.0 million. Over recent quarters, revenue has moved between US$61.2 million and US$65.8 million while basic EPS has ranged from US$0.16 to about US$0.72, providing a view of how the top line and per share earnings have tracked together. With a trailing net profit margin of 29.6%...

MediaAlpha (MAX) opened 2026 with Q1 revenue of US$310.0 million and basic EPS of US$0.21, setting the tone for how investors assess the latest chapter in its earnings story. The company has seen trailing twelve month revenue move from US$864.7 million in Q4 2024 to US$1.16 billion in Q1 2026, while trailing EPS shifted from US$0.31 to US$0.69 over the same span, framing a picture of changing scale and profitability. With margins now a central part of the debate after a 3.4% net margin over...

ProPetro Holding (PUMP) opened 2026 with Q1 results that follow a choppy 2025, where quarterly revenue ranged from US$289.7 million to US$359.4 million and EPS swung between a loss of US$1.32 and a profit of US$0.09. Over the last reported quarters, the company has seen total revenue move from US$360.9 million in Q3 2024 to US$289.7 million in Q4 2025, while EPS shifted from a loss of US$1.32 in Q3 2024 to a small profit of US$0.01 in Q4 2025. This sets up Q1 2026 as a test of how stable...

NRG Energy, Inc. previously filed a US$745.05 million shelf registration for 5,000,000 common shares tied to an ESOP-related offering, while also affirming a quarterly dividend of US$0.475 per share payable on May 15, 2026. Alongside these capital-raising and capital-return moves, NRG’s early tender of Lightning Power’s 7.25% senior secured notes significantly reshapes its balance sheet flexibility ahead of its upcoming earnings report. Against this backdrop, we’ll explore how the...

Donegal Group (DGICA) has just opened its Q1 2026 reporting season with trailing 12 month revenue of US$978.0 million and basic EPS of US$2.18, alongside net income of US$79.3 million anchored in its recent quarterly run rate. Over recent quarters the company has seen revenue move from US$249.9 million in Q4 2024 to US$245.2 million in Q1 2025 and then US$240.1 million by Q4 2025, with quarterly EPS ranging between roughly US$0.47 and US$0.71. This sets up an earnings print where margins and...

Employers Holdings (EIG) has opened 2026 with Q1 total revenue of US$207.6 million and basic EPS of US$0.53, alongside trailing 12 month revenue of US$863.7 million and EPS of US$0.37 that reflect a much thinner profit pool than a year ago. Over recent quarters, the company has seen revenue move from US$202.6 million in Q1 2025 to US$207.6 million in Q1 2026, while quarterly EPS has ranged from a profit of US$1.24 in Q2 2025 to a loss of US$1.07 in Q4 2025 before returning to profit in the...

Sirius XM Holdings Inc. has reported first-quarter 2026 results, with revenue rising to US$2,091 million and net income to US$245 million, alongside higher basic and diluted earnings per share from continuing operations compared with a year earlier. These stronger earnings arrive as SiriusXM affirms its quarterly US$0.27 dividend and pursues an exclusive YouTube audio ad partnership and early-stage merger talks with iHeartMedia, potentially broadening both its advertising reach and content...

Q1 2026 earnings snapshot and recent momentum Phathom Pharmaceuticals (PHAT) has just reported its Q1 2026 numbers, with the most recent quarterly reference period showing total revenue of US$57.6 million and a basic EPS loss of US$0.29, alongside net income excluding extra items at a loss of US$21.1 million. Over the past year of reported quarters, revenue has moved from US$29.7 million in Q4 2024 through to US$28.5 million, US$39.5 million, US$49.5 million and then US$57.6 million, while...

NorthWestern Energy Group (NWE) opened Q1 2026 reporting season with a recent quarterly revenue base of about US$414.3 million and basic EPS of US$0.73 from Q4 2025. This is set against a trailing 12 month net income of US$181.1 million that has been growing at about 5.1% per year over the past five years but eased over the most recent year. The company has seen quarterly revenue move from US$373.5 million in Q4 2024 to US$466.6 million in Q1 2025 and US$414.3 million in Q4 2025. Over the...

If you are wondering whether Victory Capital Holdings at around US$78.51 still offers value, the first step is understanding what the recent share price is actually pricing in. The stock has posted returns of 5.4% over the last 7 days, 19.9% over 30 days, 22.5% year to date and 40.9% over 1 year, with a very large 3 year gain of 201.7% and a 5 year return of 224.5%. Recent market interest has been shaped by ongoing coverage of Victory Capital Holdings as an asset manager, together with...

DLocal Limited recently reported that the New York Appellate Division unanimously upheld the prior dismissal of a putative securities class action, confirming that claims of misleading disclosures about its take rate trends lacked merit. The court’s reasoning, which highlighted the plaintiffs’ failure to show any undisclosed material trend against a backdrop of consistent TPV, revenue, and gross profit growth, helps clarify the legal risk profile around DLocal’s earlier disclosures. With the...

Dell Technologies (NYSE:DELL) and Trust3 AI announced a partnership to deliver secure, governed, AI-ready data lakehouse solutions. The collaboration integrates AI-centric governance directly into Dell's storage architecture for enterprise customers. The offering targets organizations that want to scale AI workloads across hybrid and on-premises environments while meeting regulatory requirements. For investors, this move sits within Dell's core enterprise infrastructure business, where...

Intercontinental Exchange (ICE) has just posted another set of detailed numbers, with Q4 2025 revenue at US$2.5 billion, basic EPS of US$1.49 and net income excluding extra items of US$851 million, set against trailing twelve month revenue of US$9.9 billion and basic EPS of US$5.80. The company has seen revenue move from US$2.3 billion and EPS of US$1.22 in Q4 2024 to US$2.5 billion and EPS of US$1.49 in Q4 2025, while trailing twelve month net income excluding extra items shifted from...