U.S. Industrials Stock News

If you are wondering whether Carrier Global's current share price lines up with its underlying value, you are not alone. That is exactly what this article is here to unpack. The stock most recently closed at US$64.89, with returns of 2.8% over 7 days, 17.5% over 30 days, 21.2% year to date, 3.4% over 1 year, 49.6% over 3 years and 89.7% over 5 years. Recent company developments and industry headlines around heating, ventilation and air conditioning solutions, along with broader interest in...

If you are wondering whether BILL Holdings is attractively priced or still carrying a premium, this article will walk through what the numbers actually say about its current valuation. The shares last closed at US$46.37, after a 30% gain over the past 7 days, set against declines of 9.5% over 30 days, 8.3% year to date and 23.8%, 52.0% and 74.2% over the past 1, 3 and 5 years respectively. Recent coverage of BILL Holdings has focused on its role in software for automating financial workflows...

Bill Ackman has fully exited his position in Chipotle Mexican Grill (NYSE:CMG) after years as a major shareholder. The exit comes as Chipotle reports its first year over year same store sales decline since its 2006 IPO. Company executives have sold sizable amounts of stock in 2025, drawing attention to insider sentiment. Management is focusing on higher income customers and product development rather than broad discounting. Chipotle Mexican Grill, known for its fast casual burrito and bowl...

In early February 2026, TE Connectivity, through Tyco Electronics Group S.A., issued US$750 million of senior notes, while also reporting rapidly rising AI-related revenues within its Digital Data Networks business and setting expectations for double-digit year-over-year net sales growth in its upcoming fiscal second quarter. Beyond strengthening its balance sheet, TE Connectivity’s AI-linked revenue acceleration and long-standing role in critical energy infrastructure, including its Raychem...

Li Auto (NasdaqGS:LI) is back in focus after a fresh round of JPMorgan downgrades related to concerns about demand, pricing pressure, and a tougher competitive backdrop for Chinese electric vehicle makers. See our latest analysis for Li Auto. Li Auto’s share price has been volatile, with a 12.98% 1 month share price return and an 8.99% year to date share price return fading against a 25.40% 1 year total shareholder return decline as sentiment shifted after the JPMorgan downgrades and concerns...

Gorman-Rupp (GRC) is back on investors’ radar after reporting fourth quarter and full year 2025 results, with both sales and net income above the prior year, and analysts lifting earnings expectations. See our latest analysis for Gorman-Rupp. The share price has reacted strongly to the earnings beat, with a 31.07% 1 month share price return and 48.36% 3 month share price return helping lift the 1 year total shareholder return to 79.88%. This points to accelerating momentum off a higher...

Fidelity National Information Services (FIS) has drawn fresh attention after winning multiple industry awards for its risk management and cash and treasury management solutions, as well as leadership recognition in recent analyst reports on AI enabled treasury and risk platforms. See our latest analysis for Fidelity National Information Services. Despite the recent accolades for its AI enabled risk and treasury platforms, Fidelity National Information Services’ share price, which closed at...

S&P Global (SPGI) is back in focus after its fourth quarter and full year 2025 results, where solid revenue and margin trends met softer adjusted earnings and 2026 guidance, triggering a sharp share price pullback. See our latest analysis for S&P Global. The mixed earnings release and softer 2026 guidance have shifted sentiment. The share price is at US$397.20, and a 30 day share price return of 26.74% decline is contributing to fading short term momentum, while the 5 year total shareholder...

Tenet Healthcare (NYSE:THC) has completed a transaction with CommonSpirit Health involving its Conifer Health Solutions subsidiary. The deal reshapes Tenet's relationship with Conifer, a key provider of revenue cycle management and related services to health systems. Investors are watching for implications for Tenet's business mix, capital allocation, and long term operating focus. For you as an investor, this matters because Conifer sits at the intersection of hospital operations and...

If you are wondering whether Western Union's current share price really reflects its value, you are not alone. This article focuses on what the numbers say about the stock. The share price last closed at US$9.81, with returns of 6.6% over the past 30 days, 6.3% year to date and 5.0% over the last year, while the 3-year and 5-year returns are declines of 9.6% and 39.8% respectively. Recent interest in Western Union has been shaped by ongoing attention on money transfer and payment companies...

In recent months, MFA Financial has been paying dividends that significantly exceed its Q3 2025 earnings and operating cash flow, raising questions about how those payouts are being funded. With a very large payout ratio, a debt-to-equity ratio of 3.62x, and US$1.88 billions of retained losses, the REIT’s dividends appear to be coming more from capital than from ongoing distributable earnings, especially as credit losses on legacy loans weigh on results. Next, we’ll examine how concerns...

Why Vipshop Holdings (VIPS) Is On Investors’ Radar Today Vipshop Holdings (VIPS) has been drawing attention after recent trading, with shares around US$17.29 and mixed return figures over the past month and past 3 months prompting fresh scrutiny from value focused investors. See our latest analysis for Vipshop Holdings. Looking beyond today’s move, the recent 30 day share price return of 6.94% and 90 day share price return of 10.92% sit against a 1 year total shareholder return of 15.74%...

Dycom Industries (DY) has been back in focus after its recent earnings report, which showed year over year revenue growth, a narrow earnings beat, and a more tempered outlook from management. See our latest analysis for Dycom Industries. The recent pullback, including a 2.9% one day share price decline to about $417, comes after strong momentum, with a 90 day share price return of 43.3% and a one year total shareholder return of 125.1%. This suggests enthusiasm has cooled slightly, but longer...

In recent months, Realty Income announced a partnership with Singapore’s sovereign wealth fund GIC involving more than US$1.70 billion in commitments for U.S. logistics real estate, alongside continued property acquisitions, strong occupancy and an ongoing record of monthly dividend payments. This combination of new capital partnerships, disciplined investment activity and a long history of dividend growth underlines how Realty Income is reinforcing its position as a large, income-focused...

If you are wondering whether Procore Technologies is starting to look attractive at current levels, this article walks through what the recent share price tells you about the stock's value. After closing at US$47.88, the share price is sitting after a 7.4% decline over the past week, a 33.5% decline over the last 30 days, and a 36.2% decline over the past year. These moves may change how investors think about both upside potential and risk. Recent coverage has centered on Procore's role in...

The U.S. Department of Defense commits a large, multi year investment to MP Materials (NYSE:MP) tied to rare earth processing and separation capacity. MP Materials enters a long term supply partnership with the Department of Defense to support domestic production of critical minerals. Federal initiatives to build domestic critical mineral reserves position MP Materials as a key potential supplier within the U.S. rare earth supply chain. MP Materials operates one of the primary rare earth...

Occidental Petroleum (NYSE:OXY) has completed the sale of its OxyChem division to Berkshire Hathaway. The transaction reshapes Occidental's portfolio by exiting the chemicals business and focusing more closely on its core operations. Management is using the proceeds to adjust the balance sheet, including steps to pay down debt and revise key contracts. Occidental Petroleum is best known for its oil and gas operations, and OxyChem had long provided a separate source of earnings tied to the...

If you are wondering whether PPL at around US$36.61 is offering good value today, you are not alone. The numbers give us plenty to work with. The stock has recent returns of 2.6% over the last 7 days, 4.7% over 30 days, 4.3% year to date, 9.8% over 1 year, 42.7% over 3 years and 59.8% over 5 years. This will naturally raise questions about how much of this is already reflected in the price. Recent news coverage has focused on PPL as a regulated US utility, with attention on how its...

Verizon Communications (VZ) has kicked off a broad turnaround effort after confirming the exit of consumer division chief Sowmyanarayan Sampath, appointing Alfonso Villanueva as interim leader and planning 13,000 job cuts plus 179 store franchisations. See our latest analysis for Verizon Communications. Those leadership changes and cost cuts come after a strong run in the share price, with a 26.79% 1 month share price return and 22.06% year to date, while the 1 year total shareholder return...

If you are wondering whether Salesforce's current share price reflects good value or lingering risk, you are not alone. The stock last closed at US$185.43, with returns of a 2.4% decline over 7 days, a 23.1% decline over 30 days, a 26.9% decline year to date and a 43.4% decline over 1 year. This is set against an 11.6% gain over 3 years and a 24.0% decline over 5 years. Recent headlines around Salesforce have focused on its position as a large enterprise software provider, ongoing product...

Hartford Insurance Group (NYSE:HIG) is integrating its benefits offerings with Centro Benefits Research's digital broker carrier platform. The move aligns with findings from Hartford's Future of Benefits Study on employer demand for simpler, tech driven benefits solutions. The collaboration focuses on streamlining how brokers and employers access and manage Hartford's employee benefits products. For investors watching NYSE:HIG, the integration with Centro Benefits Research arrives as the...

Atmos Energy (ATO) shares are in focus after the company posted higher year over year first quarter sales and earnings, reaffirmed its 2026 earnings guidance, and maintained its quarterly dividend of $1.00 per share. See our latest analysis for Atmos Energy. The recent earnings beat, reaffirmed 2026 guidance, and fresh charter and bylaw amendments have coincided with a 5.56% 1 month share price return and a 22.84% 1 year total shareholder return. This suggests momentum has been building...

Why the latest earnings matter for Spotify Technology (NYSE:SPOT) Spotify Technology (NYSE:SPOT) just posted record-breaking fourth quarter and full year 2025 results, with strong user gains, higher profitability and a sharp move in the share price after the announcement. For investors, this earnings release is important because it combines several elements that do not always show up together: revenue growth, wider margins, record additions in monthly active users and a clear reaction from...

What recent returns say about Mercury General stock With no single headline event driving attention, Mercury General (MCY) has been on investors’ radar after recent share price moves. These include a last close of US$94.76 and positive returns over the past month and past 3 months. See our latest analysis for Mercury General. That recent strength adds to a steadier picture, with a 6.5% 1 month share price return and a 7.6% 3 month share price return sitting alongside a 70.6% 1 year total...