U.S. Industrials Stock News

Pediatrix Medical Group (MD) has quietly staged a strong comeback, with shares up about 53% over the past year, even after a recent pullback. This has raised fresh questions about how durable this recovery really is. See our latest analysis for Pediatrix Medical Group. At a latest share price of $21.64, Pediatrix has given investors a powerful swing higher, with a 90 day share price return of 33.01% and a 1 year total shareholder return of 53.58%. This suggests momentum is still broadly...

Jabil (JBL) opened Q1 2026 with revenue of about $8.3 billion and basic EPS of $1.36, alongside net income of $146 million. This provides a clear snapshot of its latest quarter following a year in which trailing twelve month revenue reached roughly $31.1 billion and EPS came in at $6.50. Over recent quarters the company has seen revenue move from $7.0 billion and EPS of $0.89 in Q1 2025 to $8.3 billion and EPS of $1.36 in Q1 2026. At the same time trailing twelve month net income has shifted...

Cisco Systems (CSCO) has quietly kept shareholders happy this year, with the stock up about 30% year to date and roughly 35% over the past year, outpacing many large tech peers. See our latest analysis for Cisco Systems. That move has been underpinned by solid execution, with Cisco leaning into higher margin software and security subscriptions. The latest 90 day share price return of 12.81% shows momentum still building on a strong multi year total shareholder return base. If Cisco’s run has...

Chewy, Inc. recently reported its third-quarter 2025 results, with net sales rising to US$3,116.6 million and net income increasing to US$59.2 million, while also narrowing its full-year and confirming fourth-quarter 2025 sales guidance. The company spotlighted the outperformance of its Autoship subscription program and announced the SmartEquine acquisition, expanding into higher-margin premium health and nutraceutical offerings. We’ll now explore how Chewy’s Autoship momentum and...

Market context and recent performance Taiwan Semiconductor Manufacturing (TSM) has quietly kept its uptrend intact, with shares up about 45% over the past year and roughly 3x over the past 3 years, even after recent weekly volatility. See our latest analysis for Taiwan Semiconductor Manufacturing. That recent 7 day share price pullback sits against a much stronger backdrop, with a roughly 41% year to date share price return and a powerful multiyear total shareholder return. This suggests...

Earlier this month, Roblox released its 2025 Roblox Replay, revealing massive user engagement, the blurring of digital and physical self‑expression, and plans to expand avatar movement and makeup tools in 2026. At the same time, a new lawsuit from Florida’s attorney general over alleged child‑safety failures has intensified legal and regulatory scrutiny of the platform’s growth. Next, we’ll examine how renewed child‑safety litigation risk interacts with Roblox’s growth‑driven investment...

L3Harris Technologies was awarded a follow-on production contract worth up to US$200 million to manufacture Guided Multiple Launch Rocket System Insensitive Munition propulsion units, marking the first order for its new Camden, Arkansas facility that boosts annual production capacity by more than 30%. This largest-ever 12‑month GMLRS IM award from Lockheed Martin to L3Harris underscores the company’s entrenched role in high-demand missile supply chains and its investment in expanded...

Nike has now reported fiscal 2026 second-quarter results, with sales edging up to US$12,427 million while net income fell to US$792 million, compressing both basic and diluted earnings per share versus a year ago. The figures highlight a company in transition: resilient top-line performance supported by North America contrasts with shrinking profit margins and ongoing weakness in Greater China amid higher tariffs and inventory clearance efforts. We’ll now examine how Nike’s margin pressure...

Mondelez International’s board recently declared a regular quarterly dividend of US$0.50 per Class A share, payable on January 14, 2026, to shareholders of record on December 31, 2025, while cocoa prices eased on expectations of stronger West African harvests and NY cocoa’s upcoming inclusion in the Bloomberg Commodity Index. With cocoa pod counts in West Africa now materially above last year and the five-year average, Mondelez could see some relief on input costs even as passive fund...

Alight has announced that Chief Financial Officer Jeremy J. Heaton resigned earlier this month, effective January 9, 2026, with long-time finance executive Greg Giometti stepping in as interim CFO to manage the handover. The orderly transition and appointment of an internal finance leader with deep planning and reporting experience may reassure investors about continuity in Alight’s financial oversight. Next, we’ll examine how Giometti’s interim appointment in this critical finance role may...

American Express (AXP) has been on a strong multi year run, and the stock’s latest move has investors asking a simple question: how much of the growth story is already priced in. See our latest analysis for American Express. Over the last year, American Express has quietly stacked up a powerful track record, with a year to date share price return of 25.83 percent and a five year total shareholder return above 240 percent. This suggests momentum is still very much intact despite the recent...

ProPetro Holding Corp. recently announced that its PROPWR division signed a contract with a Coterra Energy subsidiary to supply turnkey power and distributed microgrids across the New Mexico portion of the Permian Basin, with deployment expected to begin in early 2026 and equipment deliveries running through 2027. This collaboration highlights Coterra’s involvement in lower-emission, gas-powered microgrid infrastructure that could support more reliable operations and potentially enhance the...

Why Pure Storage’s Expanded Buyback Matters Now Pure Storage (PSTG) just completed a 2.5% share repurchase and simultaneously boosted its buyback authorization to $900 million, a clear signal that management sees value in the current share price. See our latest analysis for Pure Storage. The bigger backdrop is that the share price has slipped in recent weeks, with a 30 day share price return of minus 18.17 percent and a 90 day share price return of minus 23.68 percent. Even though the 3 year...

Earlier this month, Casey's General Stores reported second-quarter 2025 results showing higher sales of US$4,506.08 million and net income of US$206.34 million, alongside updated fiscal 2026 guidance, new store growth plans, a continued quarterly dividend of US$0.57 per share, and progress on its long-running share repurchase program. The combination of stronger earnings, expectations for at least 80 new stores in fiscal 2026, and reaffirmed capital returns offers fresh insight into how...

Uranium Energy (UEC) just delivered a first quarter update that trimmed its net loss to about half of last year, and it landed against a backdrop of increasingly supportive U.S. uranium policy. See our latest analysis for Uranium Energy. Despite a choppy recent stretch, with a negative 7 day share price return, Uranium Energy still trades at about $11.93 and has delivered a powerful 1 year total shareholder return of roughly 69%. This reflects growing confidence in U.S. focused uranium names...

Kyndryl Holdings (KD) has been busy reshaping its story around AI and next generation security, from quantum safe assessments to agentic AI for mainframes, and the stock is starting to reflect that pivot. See our latest analysis for Kyndryl Holdings. Those AI and quantum safe moves are landing just as sentiment starts to turn, with a roughly 14 percent 1 month share price return partially offsetting a weak year to date. At the same time, the 3 year total shareholder return above 140 percent...

Earlier this week, Owens Corning announced that José Méndez-Andino, Ph.D., has been promoted to Executive Vice President and Chief Innovation Officer, expanding his remit to lead a new innovation center of excellence focused on product stewardship, core process and product innovation, capital projects, and new building product applications. This move elevates the architect behind more than 220 product launches over the past five years into a broader innovation leadership role, signaling an...

Tempus AI (TEM) just drew fresh attention after ten of its oncology research abstracts were accepted for the 2025 San Antonio Breast Cancer Symposium, spotlighting how its real world data platform is being applied in metastatic breast cancer. See our latest analysis for Tempus AI. Despite the excitement around these SABCS abstracts, Tempus AI's recent performance has been choppy, with a 7 day share price return of minus 15.77 percent and a 90 day share price return of minus 29.5 percent. At...

In recent weeks, BitMine Immersion Technologies has expanded its Ethereum treasury to roughly 3.97 million ETH, outlined plans for its MAVAN staking rollout in early 2026, and confirmed the upcoming departure of CFO and director Raymond Mow, whose resignation was not tied to any operational disputes. At the same time, Cathie Wood’s ARK Invest has been buying tens of millions of US dollars’ worth of BitMine shares during a sector downturn, effectively endorsing the company’s shift toward an...

Carpenter Technology’s shares were recently added to the NYSE Composite index, reflecting the specialty alloys producer’s growing presence across North America, Europe, Asia Pacific and other international markets. This index inclusion can broaden the company’s investor base by increasing visibility, trading liquidity and alignment with index-tracking institutional portfolios. We’ll explore how Carpenter Technology’s addition to the NYSE Composite, and the extra visibility it brings, may...

Chubb (CB) has been climbing quietly, and the latest leg of that move looks tied less to headlines and more to rising confidence ahead of earnings, as estimate revisions trend higher. See our latest analysis for Chubb. At a share price of $310.89, Chubb’s recent climb, including a solid multi month share price return and a strong multi year total shareholder return, suggests momentum is still building as investors warm to its growth and risk profile, supported by fresh leadership appointments...

Oshkosh Corporation has announced plans to return to CES 2026 in Las Vegas, where it will showcase advances in autonomy, artificial intelligence, connectivity and electrification across its purpose-built vehicles, including award-winning products in robotics and sustainable airport rescue and firefighting. The CES 2026 Innovation Awards for Oshkosh’s JLG Boom Lift with Robotic End Effector and Striker Volterra Electric ARFF spotlight how the company is positioning its technology as a...

If you are wondering whether Bilibili is finally starting to look like value rather than just a story stock, you are not alone. This is exactly what we are going to unpack. The share price is up 41.7% year to date and 23.9% over the last year. It has slipped slightly by 1.3% over the past week and 4.1% over the last month, reminding investors that the ride is still bumpy after a 70.4% drop over 5 years. Much of this renewed interest has been driven by optimism around Bilibili's progress in...

Super Micro Computer (SMCI) just doubled down on AI infrastructure, rolling out new liquid cooled NVIDIA Blackwell systems while backing that tech push with over $13 billion in firm orders and higher long term revenue guidance. See our latest analysis for Super Micro Computer. Despite the upgraded AI roadmap, SMCI’s share price return has cooled recently, with double digit declines over the past month and quarter. However, three and five year total shareholder returns remain exceptionally...