U.S. Industrials Stock News

Suburban Propane Partners reported full-year fiscal 2025 earnings, achieving revenue of US$1.43 billion and net income of US$106.57 million, both up from the previous year, along with higher earnings per share. An interesting insight is the company advanced its expansion strategy with acquisitions totaling about US$77 million and strengthened its balance sheet by improving its leverage ratio and raising equity capital. We'll now discuss how the earnings growth and recent acquisitions shape...

WaFd (WAFD) shares have risen about 3% over the past month, drawing attention from investors who are wondering what is driving the momentum. The stock’s recent performance comes amid broader shifts in the US banking sector. See our latest analysis for WaFd. WaFd’s recent uptick comes after a year marked by both challenges and resilience, with a 1-year total shareholder return of -14.09%. While momentum is building in the near term, with shares recovering about 3% in the past month and now...

In the past week, RingCentral announced several new AI-powered offerings, including a Customer Engagement Bundle targeting lightweight contact center needs, an agentic voice AI suite, and workforce management enhancements, alongside its third quarter 2025 financial results and updated guidance. The new products emphasize a shift toward combining unified communications with advanced AI-driven customer engagement features, while management commentary signaled market concerns about future...

Marriott Vacations Worldwide (NYSE:VAC) is drawing fresh attention from investors after its boardroom saw notable upheaval this week. CEO John Geller stepped down at the request of the board, with Matthew Avril named interim CEO. See our latest analysis for Marriott Vacations Worldwide. The sudden executive changes at Marriott Vacations Worldwide come on the heels of a tough stretch for shareholders. After lackluster third-quarter earnings, lowered annual guidance, and several analyst...

Earlier this month, major shareholders of Sotera Health completed a secondary offering of 30,000,000 shares of common stock, with no proceeds going to the company itself, while the company posted robust third quarter results with revenue of US$311.31 million and net income of US$48.4 million. This dual development, insider share sales coinciding with strong financial results, offers insight into both investor sentiment among large stakeholders and Sotera Health’s operational momentum. We’ll...

Xencor, Inc. recently reported third quarter 2025 earnings, revealing a net loss of US$6.03 million, which is substantially lower compared to US$46.29 million in the same period last year. This notable reduction in loss highlights a significant improvement in Xencor's financial performance and may signal strengthened operational efficiency. Given this progress, we'll examine how the company's sharply reduced net loss informs Xencor's overall investment narrative and long-term outlook. The...

Curious whether MercadoLibre is a bargain or overpriced in today’s market? If you have a keen eye for value, now may be an ideal time to take a closer look. Despite a slight pullback of 4.6% over the past week and 5.9% over the last month, MercadoLibre is still up 15.1% year-to-date and has climbed 119.1% in the past three years. Recent headlines have highlighted MercadoLibre’s expansion efforts in Brazil along with its ongoing investments in fintech. These developments are fueling...

Waste Management (WM) is back in the spotlight after receiving upgrades from Bernstein and Baird. Both firms point to the company’s strong footing, improving sector trends, and potential growth from renewable energy projects. See our latest analysis for Waste Management. Momentum has started to pick up again for Waste Management after a challenging quarter, with the share price now at $204.51. The stock’s recent 1-year total shareholder return is down 6.4%, but the longer-term picture is much...

Trustmark (TRMK) just posted its third-quarter results, delivering a slight revenue beat as revenues climbed compared to last year and earnings landed right on target. Management pointed to ongoing loan growth and the company's strategic growth initiatives in these results. See our latest analysis for Trustmark. Trustmark’s share price has seen steady progress this year, finishing at $38.17 and notching a 10.3% year-to-date share price return. Its 1-year total shareholder return stands at...

Amicus Therapeutics recently reported a net income of US$17.31 million for the third quarter of 2025, marking a return to profitability compared to a net loss in the same period last year, and reaffirmed positive full-year guidance including projected total revenue growth of 15% to 22% for 2025. This financial turnaround, marked by significant reduction in nine-month net losses and a continued forecast for positive GAAP net income, reflects new momentum in both the company's operations and...

CNH Industrial unveiled its new FLEETPRO aftermarket services and showcased cutting-edge AI, automation, and sustainability innovations at Agritechnica 2025, with products and technology launches spanning certified spare parts, advanced precision farming kits, and digital integration across the EMEA region. Despite receiving industry awards for its Case IH, New Holland, and STEYR brands, these announcements accompanied disappointing third-quarter earnings, signaling a complex mix of...

Oculis Holding (NasdaqGM:OCS) has kicked off its PIONEER pivotal program for Privosegtor in acute optic neuropathies following constructive discussions with the FDA. The company also highlighted progress in key late-stage DME trials. See our latest analysis for Oculis Holding. Oculis Holding’s latest clinical milestones and solid cash position have resonated with investors, supporting a 13.9% share price return year-to-date. With recent presentations at major healthcare conferences and news...

Sylvamo has recently reported third-quarter 2025 earnings with year-over-year declines in both sales (US$846 million) and net income (US$57 million), and also announced the resignation of two board members following the end of a cooperation agreement. These results, coupled with executive changes, signal ongoing operational challenges and introduce new uncertainties for Sylvamo’s governance and leadership direction. We’ll now examine how Sylvamo’s earnings decline and board changes could...

On November 5, 2025, American Tower Corporation announced that Robert J. Meyer plans to retire from his position as Senior Vice President and Chief Accounting Officer, remaining until a successor is appointed and assisting with transition before his retirement by the end of 2026. This development comes as the company faces heightened investor attention due to delays in U.S. billings and uncertainties after a key customer’s spectrum license divestiture. We'll examine how concerns about...

Insmed (INSM) has recently drawn attention as its stock showed a major jump in recent weeks, outpacing the broader biotech sector. Investors are considering what is next given the company’s sharp year-to-date climb. See our latest analysis for Insmed. Insmed’s remarkable year-to-date share price return of 173% has energized sentiment, especially after its sharp 16.77% gain over the last month. With a 1-year total shareholder return of 188% and a three-year figure approaching 880%, momentum is...

In November 2025, Target announced widespread holiday price cuts on 3,000 items and unveiled new AI-powered shopping tools, including a conversational Gift Finder and List Scanner, to make shopping easier and more budget-friendly for consumers. The company's initiatives reflect a push to attract price-conscious shoppers with low-cost meal offerings and innovative digital experiences as it seeks to address softer sales and heightened competition during the critical holiday period. We'll...

Piper Sandler Companies (PIPR) received a boost after Goldman Sachs upgraded the stock. The upgrade was attributed to the company’s expanding lead in mid-cap M&A as well as a sharp increase in its deal backlog since early 2024. See our latest analysis for Piper Sandler Companies. Piper Sandler’s recent momentum is hard to ignore, with the share price up 9.7% year-to-date as optimism builds around its surging M&A backlog, robust quarterly results, and a forward-looking management hire. While...

WillScot Holdings Corporation recently reported third-quarter 2025 results, with revenue of US$566.84 million and net income of US$43.33 million, alongside updated guidance projecting full-year 2025 revenue of US$2.26 billion and a declared quarterly dividend of US$0.07 per share. Institutional selling, analyst downgrades, and cautious company guidance are creating a more pressure-filled outlook, despite ongoing share buybacks and a major shareholder emphasizing the firm's industry position...

Brookfield Business Corporation reported third quarter 2025 earnings, showing sales of US$1.68 billion and a net loss of US$500 million, both weaker than the prior year period, and reaffirmed a quarterly dividend of US$0.0625 per share payable December 31, 2025. The company’s announcement highlighted growing losses alongside continued shareholder payouts, which may raise questions about its ongoing capital allocation priorities. We’ll assess how Brookfield Business Corporation’s widening net...

Wondering if Red Rock Resorts is currently a steal or overpriced? Let’s break down what all those numbers really mean and see if there’s genuine value in the shares right now. Shares have been anything but boring, with the price up 1.9% in the last week, 0.9% over the past month, and an impressive 31.8% year-to-date. Not to mention a massive 232.4% return over five years. These moves have caught plenty of attention, especially after news of the company’s continued expansion in the Las Vegas...

Earlier this month, Workiva Inc. reported third quarter 2025 results with revenue of US$224.17 million, returning to profitability after a year-ago loss, and raised its full-year revenue guidance to US$880 million–US$882 million. The company also made leadership changes, appointing a new Chief Revenue Officer while expanding its share repurchase program, highlighting both a focus on growth and returning value to shareholders. As Workiva raises its full-year guidance, we're examining what...

StepStone Group (STEP) has launched the StepStone Private Equity Strategies Fund, an evergreen interval fund that has already attracted more than $750 million since September and is now available on major custodian platforms. See our latest analysis for StepStone Group. While the StepStone Private Equity Strategies Fund marks a significant expansion of StepStone’s platform, the share price hasn’t reflected breakout momentum just yet. STEP trades at $62.23. After a choppy stretch, including a...

Vera Therapeutics recently announced the submission of a Biologics License Application (BLA) for atacicept to the FDA under the Accelerated Approval Program, supported by positive interim data from the OriginIN 3 trial and late-breaking Phase 3 results presented at ASN Kidney Week and published in The New England Journal of Medicine. An important insight is that atacicept's data highlight both substantial proteinuria reduction and a favorable safety profile, reinforcing its potential as a...

Kinetik Holdings recently released its third-quarter earnings, showing revenue gains but a notable dip in net income compared to last year. At the same time, the company finalized a sizable share buyback program, which has drawn attention from investors. See our latest analysis for Kinetik Holdings. It’s been a volatile stretch for Kinetik Holdings, with its recent earnings update and the completion of the share buyback program prompting heightened attention. Despite positive revenue growth,...