U.S. Industrials Stock News

Ingersoll Rand Inc. recently announced its third quarter 2025 results, reporting sales of US$1,955 million and net income of US$244.1 million, both higher than the same period last year, along with updates to its share repurchase program and full year revenue guidance. An interesting detail is that, despite growth in third quarter results, net income for the first nine months was substantially lower year over year, highlighting variability across reporting periods. We’ll examine how...

LendingClub Corporation recently announced a US$100 million share repurchase program, approved by its Board of Directors and running through December 31, 2026, alongside plans to enter the US$500 billion home improvement financing market through partnerships and targeted acquisitions. This combination of major capital allocation and business expansion initiatives highlights management’s confidence in LendingClub’s financial strength and its pursuit of new revenue streams in a significant...

On October 29, 2025, TIC Solutions, Inc. announced the closure of its Shelf Registration dated October 10, 2025, involving a US$256.25 million offering of 20,833,333 common shares. This substantial shelf registration closure signals a major step in the company's approach to capital raising and may influence expectations about future funding and strategic actions. We’ll examine how this significant capital-raising activity may reshape TIC Solutions' investment narrative and future growth...

Shares of Macy's have climbed over the past month, with the company now expected to report a significant year-over-year decline in earnings per share in its upcoming results. Despite the anticipated earnings dip, Macy's has received positive analyst estimate revisions and a top ranking, reflecting increased optimism around its near-term business outlook. Given the improved analyst sentiment and revised expectations, we will examine how these factors interact with Macy's investment narrative...

Columbia Banking System announced a US$700 million share repurchase program and a leadership transition, with Ivan Seda appointed as the new Chief Financial Officer effective December 31, 2025; the company also released its third quarter earnings and reported lower net charge-offs year-over-year. The combination of a major stock buyback, recent acquisition activity, executive changes, and investor activism highlights Columbia’s focus on capital allocation, management stability, and...

CarGurus, Inc. recently reported its third-quarter 2025 earnings, revealing US$238.7 million in revenue and net income of US$44.72 million, both higher than the same period last year, along with optimistic guidance for the next quarter and full year. Strong international performance, increased dealer upgrades, and the launch of new AI-powered tools supported marketplace revenue growth and accelerated the company's addition of nearly 2,000 new paying dealers during the quarter. We'll examine...

Pony AI (PONY) shares have come under pressure recently, dropping 5% in the past day and falling 40% for the month. Investors are taking note of these declines and considering what factors may be driving sentiment. See our latest analysis for Pony AI. Pony AI’s share price return has been especially volatile lately, capped by a sharp 1-month decline of 40% that overshadows a more modest decrease over the past quarter. Momentum is clearly fading as investors reassess risk and growth prospects...

Protagonist Therapeutics (PTGX) shares have seen a steady climb recently, catching the attention of investors interested in biotech momentum plays. The stock’s performance over the past month and past 3 months has outpaced many sector peers. See our latest analysis for Protagonist Therapeutics. Building on its strong recent run, Protagonist Therapeutics’ share price has soared over 100% year-to-date, far outpacing most biotech peers and reflecting growing optimism among investors. Even when...

In the past week, eBay Inc. reported third-quarter results that exceeded analyst expectations and announced new fixed-income offerings totaling nearly US$1 billion in senior unsecured notes. Management also issued cautious guidance, forecasting softer margins for the fourth quarter due to increased investments and operating costs. Despite strong revenue momentum, eBay's outlook highlighted investor unease regarding the company’s future profitability, as management prioritized funding for...

Earlier this week, an analyst upgraded Paychex from hold to buy, pointing to the company’s appealing valuation after a prior 20% price decline and the resilience of its core operations. Supportive hybrid work trends and recent Federal Reserve rate cuts are perceived as factors that may help drive ongoing demand for Paychex’s human capital management solutions and lessen borrowing costs. We’ll examine how the analyst’s recognition of Paychex’s high client retention and resilient fundamentals...

Shoals Technologies Group (SHLS) just delivered a standout earnings report, notching record revenue and notable growth in net income for the third quarter. The expanding order backlog and upbeat guidance are drawing fresh attention from investors. See our latest analysis for Shoals Technologies Group. The latest quarterly results lit a spark under Shoals Technologies Group’s shares, with momentum kicking in long before earnings and propelling a 92% share price return over the past 90 days...

GDS Holdings Limited has announced it will release its third quarter 2025 unaudited financial results on November 19, 2025, after the Hong Kong market closes and before the U.S. market opens, with management hosting an earnings call that same day to discuss performance and strategy. Recent analyst upgrades and optimistic outlooks reflect increasing confidence in GDS Holdings’ growth prospects as it expands its data center operations in China and Southeast Asia. With new analyst coverage...

In recent days, Verizon Business announced new enterprise partnerships, including equipping KPMG’s U.S. headquarters with a multi-carrier 5G network and collaborating with Amazon Web Services to deliver high-capacity fiber for AI workloads, while also moving to expand residential fiber reach through an exclusive agreement with Eaton Fiber LLC and progressing its pending Frontier acquisition. An interesting aspect of these developments is Verizon’s increasing reliance on third-party network...

Cinemark Holdings, Inc. recently reported its third-quarter 2025 earnings, revealing a year-over-year revenue decrease to US$857.5 million and a decline in net income to US$49.5 million, while announcing a US$300 million share repurchase program and a 12.5% dividend increase. In partnership news, IMAX Corporation and Cinemark announced an agreement to expand premium IMAX experiences across 17 Cinemark locations, including new IMAX with Laser systems and upgrades throughout the United States...

Sysco Corporation recently reported first quarter 2026 results, highlighting higher sales of US$21.15 billion compared to the prior year and reaffirmed its full-year 2026 guidance for both sales and earnings growth. A unique highlight was the company's continued confidence in its growth strategy, citing momentum across key segments such as U.S. Foodservice, International, and SYGMA as drivers of its improved outlook. We'll explore how Sysco's strong segment performance and reaffirmed...

Genuine Parts (GPC) just released its third quarter figures, surpassing revenue estimates by 2%. Leadership highlighted progress on ongoing initiatives. However, despite beating expectations, shares dropped almost 13% after the results came out. See our latest analysis for Genuine Parts. With Genuine Parts posting a strong revenue beat but tumbling nearly 13% on earnings day, it is clear investors are weighing near-term results against lingering uncertainties. Even so, the 6.8% total...

Carvana reported strong third-quarter 2025 results with sales reaching US$474 million and revenue at US$5.65 billion, while also announcing a multi-year partnership with Stanford Athletics to enhance campus engagement as the official auto retailer. While the company delivered record quarterly earnings, management's forecast of a potential sequential decline in fourth-quarter retail unit sales raised questions about near-term growth momentum despite longer-term industry tailwinds. We'll...

Range Resources Corporation recently reported strong third-quarter and nine-month results, including higher revenue and net income year-over-year, slightly increased production guidance for 2025, and completion of a large share repurchase program. An interesting aspect is the company's continued focus on shareholder returns, with share buybacks totaling US$690.34 million to date alongside reaffirmed free cash flow and capital spending outlooks. We'll explore how Range Resources' improved...

Franklin Resources recently announced fourth quarter and full-year results for the period ended September 30, 2025, highlighting year-over-year increases in sales, revenue, and a return to net profitability. An important detail is that Franklin Templeton Canada also revealed upcoming lower fees and enhanced access across its Core Equity Funds, potentially positioning these products more competitively within the market. We'll now consider how Franklin Resources' improved earnings growth and...

Ever wondered if Colgate-Palmolive is truly a bargain or if the brand power is already priced in? Let’s dig in and see if there’s hidden value waiting to be uncovered. The stock has seen a modest bounce recently, up 2.2% in the last week and 1.0% over the past month, but it’s still down 13.0% year-to-date and off 12.9% over the last year. While overall market conditions have weighed on consumer staples, Colgate-Palmolive has been in the headlines for new product rollouts and increased...

DNOW just released its third-quarter earnings, highlighting stronger sales and a major jump in net income compared to last year. This report gives investors more insight into how the business has been trending in 2025. See our latest analysis for DNOW. Following DNOW’s upbeat third-quarter earnings report, the company’s share price has shown some volatility. It is up 5.6% year-to-date, but has experienced a 12.6% dip over the past month. While the recent announcement highlights stronger...

Pfizer (PFE) shares have been under quiet selling pressure this month, slipping just under 5% in that stretch. Investors are watching closely as the market continues to digest its recent results and the evolving pharmaceutical landscape. See our latest analysis for Pfizer. Pfizer’s share price has faded this year, with a year-to-date slip of 8.2 percent and the 1-year total shareholder return in the red at just under 2 percent. This underscores waning momentum even after a series of product...

Tower Semiconductor recently reported a 6.3% revenue increase to US$393.98 million for the September 2025 quarter, alongside earnings of 54 cents per share. Analysts continue to show unanimous positive sentiment toward the company, as reflected by the current absence of hold or sell recommendations. We'll explore how these expectations for quarterly growth and strong analyst confidence could reshape Tower Semiconductor's long-term investment narrative. These 13 companies survived and thrived...

Stagwell (STGW) shares have seen uneven movement over the month, with the stock recently closing at $4.82. For investors tracking its progress, Stagwell’s annual numbers show revenue growth along with a strong rise in net income. See our latest analysis for Stagwell. Stagwell’s share price has faced persistent downward pressure, with a 1-year total shareholder return of -38.6% and a year-to-date share price return of -25.5%. While recent bumps and volatility hint at shifting investor...