U.S. Industrial REITs Stock News

Johnson Controls International (NYSE:JCI) is back in the spotlight as the company prepares to present at the Data Center & Cloud Infrastructure Technology Expo in Jakarta on 5 August 2026, drawing fresh attention to its stock. See our latest analysis for Johnson Controls International. The latest Jakarta conference appearance comes as Johnson Controls International trades at US$153.64, with a 30 day share price return of 9.38% and a year to date share price return of 25.62%. Its 1 year total...

In early August 2026, T-Mobile US rolled out new Experience 2.0 plans with EIP Flex 36 financing and student-focused offers, completed a spectrum swap with Grain Management worth US$2.90 billion in cash plus 600 MHz licenses, and launched exclusive promotions around Google’s new Pixel 11 devices and Pixel Watch 5, alongside activating T-Satellite support during Tropical Storm Lala in Hawaiʻi. Together, these announcements show T-Mobile using flexible financing, premium device exclusivity and...

Paycom Software (PAYC) is back in focus after its latest quarterly update combined higher sales, revenue and net income with increased earnings per share, plus fresh guidance that points to further revenue growth through 2026. See our latest analysis for Paycom Software. The latest earnings and guidance appear to have reset expectations around Paycom Software, with the 30 day share price return of 47.44% and 90 day share price return of 56.73% contrasting with a 5 year total shareholder...

Earlier this month, OptionMetrics and Alteryx each announced that their options datasets and Alteryx One analytics platform are now available through Snowflake’s Marketplace and AI Data Cloud, deepening Snowflake’s role as a hub for third-party data and applications. By bringing intraday options data and no-code analytics directly into customers’ existing Snowflake environments, these partnerships expand the practical utility of Snowflake’s platform for quantitative finance and business...

With new 50% U.S. tariffs on about US$28b of Canadian goods just days away, the North American auto supply chain is facing a rare mix of risk and potential opportunity. Some stocks could feel sharper cost pressure, while others may gain from shifting trade flows and production decisions. This article walks through 3 stocks exposed to the news and how investors might think about their prospects now. The stocks highlighted below are just a starting sample from this theme, and the full screen...

Rising government bond yields in advanced economies are putting funding costs for many sectors under the spotlight. Aerospace and defense companies sit at the center of government spending priorities, so investors are watching this corner of the market closely. This article highlights three stocks from the Aerospace And Defense screener that stand out on fundamentals and business profiles, helping you focus your research on some of the stronger candidates in the group. The stocks highlighted...

Leadership change puts AXIS Capital Holdings (NYSE:AXS) wholesale unit in focus AXIS Capital Holdings (NYSE:AXS) has appointed John Kopach as Head of Wholesale Lower Middle Market, replacing Britt Smith following his retirement in August. Kopach previously served as Executive Vice President of DUAL Excess Liability. See our latest analysis for AXIS Capital Holdings. At a share price of US$101.20, AXIS Capital Holdings has seen recent share price pressure with a 30 day share price return that...

In August 2026, Econolite announced that Utah’s Department of Transportation expanded its contract to deploy Ouster’s BlueCity lidar traffic management solution, adding about 160 more intersections and bringing the total Ouster-powered footprint in the state to nearly 300 sites. This win, following a competitive evaluation where Ouster’s hardware and perception software ranked first, highlights the company’s strengthening position in Intelligent Transportation Systems and real-world traffic...

Lattice Semiconductor recently reported past second-quarter 2026 results, with sales of US$201.08 million and net income of US$19.36 million, and issued third-quarter 2026 revenue guidance of US$245 million to US$265 million including an approximate two-month contribution from AMI. The sharp year-on-year increases in both sales and earnings, alongside quantified revenue expectations that factor in the AMI acquisition, give investors more concrete data to assess how Lattice’s product focus...

Madison Square Garden Sports Corp. reported past fourth-quarter 2026 results showing sales of US$278.75 million and net income of US$28.3 million, compared with sales of US$203.96 million and a net loss of US$1.78 million a year earlier. For the full year to June 30, 2026, sales rose to US$1.15 billion and net income reached US$7.76 million, marking a shift from a loss and highlighting an earnings contribution supported by a championship win and expectations around a planned New York Rangers...

In the past week, Advanced Micro Devices completed a record US$4.75 billion multi-tranche fixed-rate bond issuance, including callable senior unsecured notes maturing between 2029 and 2036 with coupons ranging from 4.600% to 5.500%, following a recent shelf registration for additional debt securities. This sizeable move to add long-term fixed-rate debt, despite already holding over US$13.10 billion in cash and short-term investments, underlines AMD’s intent to aggressively fund...

CoreCivic has recently raised its 2026 earnings guidance, booked gains from the completed US$734.0 million sale of two ICE-operated facilities to the U.S. government, and expanded its share repurchase authorization by US$500 million. An interesting twist is that despite transferring ownership of the Prairie Correctional Facility and Midwest Regional Reception Center, CoreCivic expects to keep operating them under long-term ICE contracts, while also entering preliminary talks about additional...

Keurig Dr Pepper recently reported second-quarter 2026 results showing sales rising to US$7.31 billion from US$4.16 billion a year earlier, while net income fell to US$142 million from US$547 million as earnings per share from continuing operations eased to US$0.04. A flurry of brand activity, including a lime-led reformulation of 7UP, a limited-time Dr Pepper shake collaboration at Portillo’s, and the appointment of experienced finance leader Aaron Alt to the board, highlights how Keurig Dr...

Remitly Global (RELY) is back in focus after its 8 August special call, which followed second quarter 2026 results, raised full year revenue guidance and a fresh third quarter outlook that highlighted stronger profitability. See our latest analysis for Remitly Global. Against that backdrop, Remitly Global’s share price has gathered strong momentum, with a 1 day share price return of 2.65%, a 90 day share price return of 22.67% and a year to date share price return of 98.94%. The 1 year total...

International Seaways triggered by earnings and capital return moves International Seaways (INSW) has just reported second quarter 2026 results, alongside a fresh update on its multi year share repurchase program and a new quarterly dividend declaration for common shareholders. See our latest analysis for International Seaways. The latest earnings and dividend announcement come on top of a strong run in International Seaways, with the share price at $97.05, a year to date share price return...

In Q2, Pinnacle Financial Partners reported revenue of US$1.24 billion, very large year-on-year growth, with net interest income slightly below estimates but earnings per share modestly above expectations. This performance, delivered amid broader regional banking pressures, highlights how Pinnacle’s combination of big-bank capabilities with personalized community banking is helping it outpace peers on revenue growth. We’ll now examine how Pinnacle’s industry-leading revenue expansion and...

Atlassian recently reported past fourth-quarter and full-year 2026 results showing higher revenue of US$1,766.47 million and US$6,572.31 million respectively, alongside a quarterly move to net income of US$139.08 million, while also filing a US$1.29 billion shelf registration for approximately 7.96 million Class A shares related to its employee stock plans. A key development for Atlassian’s long-term product vision was the launch of Code Context, which connects large-scale codebases with...

Economic research is changing fast as AI and data driven methods reshape how information is collected, tested and shared. For investors, that shift can quietly influence everything from macro forecasts to company level signals that move prices, which can create both opportunity and risk of missing the next wave of insight. This article looks at three stocks exposed to that trend and how the recent news could matter to your portfolio. The stocks covered below are just a sample from this theme,...

Magnolia Oil & Gas (MGY) has drawn fresh attention after reporting second quarter 2026 results that showed higher revenue, earnings, and production versus a year earlier, along with an increase to its full year production growth guidance. See our latest analysis for Magnolia Oil & Gas. At a share price of US$26.24, Magnolia Oil & Gas has a year to date share price return of 16.73% and a 1 year total shareholder return of 14.11%. The 3 year and 5 year total shareholder returns of 23.26% and...

In August 2026, Albemarle Corporation reported second-quarter 2026 results showing sales of US$1,743.31 million and net income of US$479.96 million, alongside sharply higher earnings per share from continuing operations versus the prior year. For the first half of 2026, Albemarle also reported sales of US$3,172.04 million and net income of US$799.05 million, and issued full-year guidance calling for US$5.7 billion to US$6.0 billion in net sales and 225 to 235 kilotons of lithium carbonate...

Cipher Digital earnings spotlight for Q2 2026 Cipher Digital (CIFR) drew investor attention after releasing its second quarter 2026 results on 4 August. Sales for the quarter were US$24.84 million, with a reported net loss of US$267.53 million. See our latest analysis for Cipher Digital. The earnings release appears to have reset expectations for Cipher Digital in the short term, with a 1 day share price return of 7.43% and year to date share price return of 10.22%. The 1 year total...

Leggett & Platt, Incorporated recently reported its second-quarter 2026 results, with sales of US$999.7 million and net income of US$47.1 million, both lower than the same period a year earlier. Across the first half of 2026, the company’s weaker sales and reduced earnings per share highlight ongoing pressure on revenue and profitability in its core operations. We’ll now consider how this softer revenue and earnings performance may influence Leggett & Platt’s existing investment narrative...

Applied Digital has delivered very strong three year returns, yet its current valuation checks point to a stock that does not screen as a clear bargain right now. Applied Digital has returned about 4.2x over the past three years, which puts extra focus on whether the current share price already reflects much of that progress. Investor attention on AI infrastructure demand, highlighted again by recent sector news around companies such as CoreWeave and Super Micro, can support high...

Celanese Corporation reported past second-quarter 2026 results, with sales rising to US$2,752 million from US$2,532 million a year earlier, while net income fell to US$125 million from US$197 million and diluted earnings per share from continuing operations declined to US$1.15 from US$1.89. The combination of higher revenue but weaker profitability highlights pressure on margins despite top-line growth, raising questions about cost efficiency and earnings quality within Celanese’s business...