U.S. Industrials Stock News

Flagstar Bank National Association (FLG) is facing heightened scrutiny after news emerged of an SEC penalty and a major settlement related to how it disclosed a ransomware breach from 2021. This development is raising questions around governance and oversight. See our latest analysis for Flagstar Bank National Association. Alongside headlines about the SEC penalty and a ransomware breach settlement, Flagstar Bank’s shares have experienced a rocky stretch. Recent weeks saw the price tumble,...

GXO Logistics is rolling out significant changes to its leadership, appointing Michael Jacobs as President of the Americas and Asia Pacific and creating a new Chief Operating Officer role. The company is also streamlining management to focus on global execution. See our latest analysis for GXO Logistics. These leadership moves come as GXO Logistics continues to attract attention for its sharp year-to-date share price return of 28.6%. However, the total shareholder return over the last year...

On October 21, 2025, CareTrust REIT’s Board of Directors increased its size from five to six members and appointed Gregory K. Stapley, former President and CEO, to rejoin the board effective January 1, 2026, with no current plans for committee assignments. His return brings decades of industry experience and deep institutional knowledge to CareTrust, potentially enhancing its leadership strength as the company expands its geographic and asset footprint. We'll explore how the appointment of...

UDR, Inc. recently reported its third quarter 2025 results, posting US$429.29 million in sales and net income of US$40.41 million, and raised its full-year earnings guidance to net income per diluted share between US$0.57 and US$0.59. The company’s improved earnings outlook and ongoing share repurchases highlight management’s confidence and may reflect underlying strength in its multifamily real estate portfolio. We’ll explore how UDR’s upgraded full-year profit guidance and continued share...

In the past week, Dana Incorporated raised its full-year 2025 earnings guidance, expecting sales of US$7.3 billion to US$7.5 billion, following a substantial increase in third-quarter net income to US$83 million from US$4 million a year earlier. This improvement was driven by accelerated cost savings, and the company also completed a significant share buyback and added Olivia Nelligan to its board of directors. We'll examine how Dana's raised profit outlook, attributed to enhanced cost...

Kohl's (KSS) shares have seen some movement over the past month, dropping around 5%. Investors seem to be watching closely as they weigh recent performance and search for signs of what may drive the next shift. See our latest analysis for Kohl's. While Kohl's share price has stumbled recently, with a 4.7% decline over the past month, a 90-day rally has seen the stock climb 37%. Still, momentum looks muted in the long run, as shown by a one-year total shareholder return of -7% and deeper...

Ever wondered if Arthur J. Gallagher is trading at a fair price, or if there is real value to be found in the stock right now? You are not alone. Valuation is top of mind for investors as market conditions shift. The share price has seen some turbulence lately, dropping 5.9% over the past week and 18.9% over the last month. This movement might have caught the eye of bargain hunters or raised questions about risk. Recent headlines have highlighted industry-wide shifts in the insurance sector,...

Grand Canyon Education (LOPE) has continued to capture investor attention as shares maintained stability over the past month, following a stretch of double-digit growth seen so far this year. Its recent performance puts a spotlight on long-term value considerations for the education services provider. See our latest analysis for Grand Canyon Education. Grand Canyon Education’s share price has cooled off following its earlier gains, sliding nearly 15% over the past month. However, momentum...

Corebridge Financial (CRBG) has turned the corner to profitability over the last year, with forecasts now calling for earnings growth of 51.05% per year. That is more than triple the broader US market average of 16%. Revenue is set to grow at a slower pace of 7.6% per year, which trails the US market’s 10.5% growth. Margins have also rebounded as the company moved from losses into positive territory, drawing attention as a potential turnaround story this earnings season. See our full analysis...

Tractor Supply Company recently announced the expansion of its exclusive Field & Stream product lineup, introducing a comprehensive range of hunting gear, premium dog products, and outdoor apparel now available both in stores and online. This enhanced partnership with Field & Stream aims to deepen Tractor Supply's connection with outdoor enthusiasts and broaden its appeal among customers seeking quality lifestyle products tied to the rural and outdoor lifestyle. We’ll now explore how the...

Home Depot (HD) is finding itself in the spotlight, as protests tied to immigration enforcement actions at its stores have surfaced in addition to operational challenges. Investors are watching closely as questions about reputation and supply chain resilience arise. See our latest analysis for Home Depot. Despite strong long-term results, Home Depot’s recent headlines around protests and supply chain hurdles have cast a shadow, with its 1-year total shareholder return slipping nearly 2%. In...

Clearwater Analytics (CWAN) just revealed a new partnership with J.P. Morgan Asset Management, linking its Enfusion platform to the Morgan Money trading system. This integration allows hedge funds to manage cash, investments, and liquidity in a streamlined and automated workflow. See our latest analysis for Clearwater Analytics Holdings. This tie-up arrives shortly after Clearwater Analytics announced its upcoming quarterly results, keeping the spotlight firmly on the company. Despite these...

AvalonBay Communities (AVB) shares finished the latest session up just under 0.5%, quietly bucking a slight market dip. That move extends a modest stretch of relative resilience, even as the stock has lost 7% over the past month. See our latest analysis for AvalonBay Communities. AvalonBay Communities continues to show muted momentum, with a one-year total shareholder return of -19.6% reflecting both the market-wide re-rating of real estate and ongoing investor caution after broader declines...

Rambus Inc. recently reported its third quarter 2025 earnings, showing revenue of US$178.51 million, and provided new fourth quarter revenue guidance in the range of US$184 million to US$190 million. Despite completing a multi-year share repurchase program, Rambus did not repurchase any shares in the most recent quarter, highlighting a shift in capital allocation priorities during a period of rising year-over-year revenues. We’ll explore how Rambus’s new quarterly revenue guidance may shape...

First Interstate BancSystem (FIBK) just posted third-quarter earnings that beat expectations, driven by higher net income and EPS. The bank also wrapped up a major round of share buybacks and reaffirmed its dividend policy. See our latest analysis for First Interstate BancSystem. Following a stretch of upbeat news, including a recent dividend affirmation, a completed $57.2 million share buyback, and guidance for more net interest income growth in 2026, First Interstate BancSystem’s stock has...

Premier (PINC) reported a net profit margin of just 0.7% this quarter, a sharp drop from last year’s 11.2%, with earnings having declined at an average annual rate of -25.5% over the past five years. Despite recent pressures, the company is now profitable and is forecasting a robust 32.6% annual earnings growth over the next three years, which is double the 16% expected for the US market overall. These mixed results, combined with a one-off $162.9 million loss, have pushed Premier’s shares to...

Post Holdings recently reached its 52-week low following JPMorgan's initiation of coverage with an Overweight rating, where the firm highlighted strong performance in the Foodservice division despite soft expectations for most other segments. Management's continued share buybacks and the company's strong liquidity position appear to be reassuring factors for investors amid ongoing operational challenges. We'll explore how the focus on Foodservice potential by a major financial institution...

Brunswick (BC) shares have seen shifts in recent trading, catching the attention of investors eyeing consumer durables. Looking at the past month, the stock price is down 3%, while three-month returns show an increase of 10%. See our latest analysis for Brunswick. Stepping back, Brunswick’s 1-year total shareholder return shows a decline of 19%, even as the share price has staged a modest recovery since late last year. This mixed momentum reflects shifting risk perceptions and leaves the...

Otis Worldwide reported third quarter 2025 results with sales of US$3.69 billion and net income of US$374 million, alongside an update that 2.68 million shares were repurchased between July and September for US$243.33 million. Despite higher sales, the company experienced a decline in net income year-on-year, while maintaining dividend payments and progressing its share buyback program to further return value to shareholders. We will assess how Otis Worldwide's earnings performance and...

ACV Auctions (ACVA) is preparing to report its Q3 2025 earnings on November 5. Investor interest is rising following last quarter’s results, which fell short of expectations, and the upcoming results are facing increased scrutiny. See our latest analysis for ACV Auctions. ACV Auctions’ share price has been under pressure in the lead-up to its earnings release, falling 11.6% over the past month and down 57.3% year-to-date as investors grow cautious after past revenue misses and trimmed...

Kodiak AI (KDK) shares have seen dramatic movement lately, with a 10% drop this week despite posting over 54% annual revenue growth. Investors are weighing recent performance alongside ongoing questions about the company’s longer-term profitability. See our latest analysis for Kodiak AI. Kodiak AI shares have swung sharply this year. While a 7.5% share price return over the past month hinted at growing optimism, the 27% year-to-date decline and 26% total shareholder loss over 12 months...

Wondering if CAVA Group stock is a hidden bargain or a value trap? You are not alone, as plenty of investors are scratching their heads over the recent price swings and are hungry for some clarity. The shares have tumbled sharply lately, dropping 16.8% in just the last week and down a steep 55.1% so far this year, which is getting attention among value-focused investors and risk-watchers alike. Market chatter suggests concerns over shifting consumer demand and competition in the fast-casual...

Energy Transfer (ET) has attracted fresh attention among investors, with shares moving lower by 1.7% in the latest session. The company’s recent performance comes amid broader shifts in the energy sector and ongoing market volatility. See our latest analysis for Energy Transfer. Looking at the bigger picture, Energy Transfer’s share price has pulled back recently, with a 1.7% drop in the latest session capping off a year-to-date decline of 16%. Despite that, its total shareholder return over...

Amazon Web Services recently announced a US$5.5 billion, 15-year lease agreement with Cipher Mining to deliver 300 megawatts of turnkey space and power for AI workloads starting in 2026. This substantial partnership highlights Cipher's move beyond cryptocurrency mining and its growing presence in high-performance computing and AI infrastructure. We'll examine how Cipher’s entrance into a major, multi-year AI infrastructure deal with AWS impacts its long-term investment narrative. Trump's oil...