U.S. Industrials Stock News

Rambus Inc. has reported past fourth-quarter 2025 results showing revenue of US$190.24 million and net income of US$63.84 million, alongside full-year 2025 revenue of US$707.63 million and net income of US$230.46 million. The company also issued first-quarter 2026 guidance that breaks out expected licensing, royalty, product, and contract revenues, offering investors a detailed look at its anticipated revenue mix. With this fresh earnings report and granular revenue guidance, we’ll now...

Why the latest earnings and analyst update matter for Eagle Materials (EXP) Eagle Materials (EXP) reported third quarter results showing lower net income and earnings per share compared with a year earlier, while a well followed analyst trimmed their outlook and prompted investors to reassess the stock’s risk reward profile. See our latest analysis for Eagle Materials. Despite softer quarterly earnings and a more cautious analyst stance, Eagle Materials’ recent share price performance has...

Banc of California, Inc. recently declared a quarterly common stock dividend of US$0.12 per share, a 20% increase, and reaffirmed a quarterly US$0.4845 per depositary share dividend on its 7.75% Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series F, payable in March and April 2026 to holders of record on the specified dates. This combination of a higher common dividend and continued preferred payouts highlights the bank’s current emphasis on returning cash to shareholders through...

In late January 2026, Stride, Inc. reported past second-quarter results showing higher sales of US$631.26 million and increased net income of US$99.48 million, while also issuing third-quarter revenue guidance of US$615 million to US$645 million and full-year 2026 revenue guidance of US$2.48 billion to US$2.56 billion. Management highlighted that strong enrollment and revenue growth in the Career Learning segment, alongside reaffirmed full-year revenue guidance and a higher adjusted...

Centene (CNC) just closed out FY 2025 with Q4 revenue of US$45.1b and a basic EPS loss of US$2.24, capping a trailing twelve month period where revenue reached US$176.2b and basic EPS stood at a loss of US$13.53. The company has seen quarterly revenue move from US$36.6b in Q4 2024 and US$37.3b in Q3 2024 to the current US$45.1b and US$45.3b in Q4 and Q3 2025. Over the same periods, EPS shifted from US$0.57 and US$1.37 in those 2024 quarters to losses of US$2.24 and US$13.50 in the latest 2025...

WEC Energy Group (WEC) closed out FY 2025 with fourth quarter revenue of US$2.5b and basic EPS of US$0.97, supported by net income of US$316.6m. The trailing twelve months show revenue of US$9.8b and EPS of US$4.84 on net income of US$1.56b. Over the past few quarters, the company has reported revenue in a range from US$2.0b to US$3.1b, and quarterly EPS between US$0.77 and US$2.28. Trailing twelve month revenue increased from US$8.6b in late 2024 to US$9.8b in late 2025. Taken together, the...

UnitedHealth Group (UNH) is back in focus after its stock sold off sharply on worries about minimal proposed increases in Medicare Advantage rates, rising medical costs, softer 2026 revenue guidance, and restructuring related pressures. See our latest analysis for UnitedHealth Group. At a share price of US$276.65, UnitedHealth Group has seen a 19.04% 1 month share price decline and a 46.22% 1 year total shareholder return loss. The 1 day share price gain of 3.02% hints at sentiment trying to...

Innodata Inc. recently announced it has been selected by Palantir Technologies to provide high-quality training data, specialized annotation, multimodal data engineering, and generative-AI workflow support for Palantir’s AI-enabled platforms used in rideo event analysis. This collaboration highlights Innodata’s role as a critical data partner for complex, real-world AI deployments that require precise computer vision across rich video and sensor data. Next, we’ll examine how this Palantir...

Regency Centers (REG) just paired record same property NOI growth and high shop occupancy with fresh 2026 earnings guidance and reaffirmed dividends, giving investors a new data point for assessing the REIT’s current valuation. See our latest analysis for Regency Centers. At a share price of $75.22, Regency Centers has paired its recent earnings, 2026 guidance and dividend affirmations with firm momentum, including a 7.5% 30 day share price return and a 10.7% year to date share price return,...

Blackstone Real Estate's joint venture has signed a full building lease with AI firm Anthropic in downtown San Francisco. The agreement covers a long term commitment in the emerging "AI Alley" district, one of the largest office leases in the city's history. The deal highlights demand from artificial intelligence companies for well located urban office space. For investors watching Blackstone Mortgage Trust (NYSE:BXMT), the Anthropic lease puts a spotlight on how Blackstone affiliated real...

In early February 2026, Coherent Corp. reported fiscal second-quarter results showing sales rising to US$1.69 billion and net income reaching US$146.72 million, with both basic and diluted EPS from continuing operations higher than a year earlier, and guided third-quarter revenue to a range of US$1.70 billion to US$1.84 billion. Management tied this performance to strong AI-driven datacenter and communications demand, supported by expanded production capacity, new high-speed optical...

Orchid Island Capital, Inc. reported its fourth-quarter and full-year 2025 results on January 29, 2026, with net income rising to US$103.41 million for the quarter and US$159.03 million for the year, alongside basic and diluted earnings per share of US$0.62 for the quarter and US$1.24 for the year. An interesting angle for investors is that these higher earnings came without additional share repurchases in the fourth quarter, leaving the long-running buyback program largely completed but...

Analysts revise expectations ahead of Arch Capital Group’s next earnings release Analysts have recently raised their consensus earnings estimates for Arch Capital Group (ACGL), with forecasts pointing to quarterly EPS of $2.49 and an implied 10.2% year over year change. The consensus EPS figure has shifted by 0.3% over the past month, a small but meaningful adjustment that often signals fresh thinking about how a company’s near term financials might look. See our latest analysis for Arch...

Cape Town plans to more than double municipal rates on homes used for short term rentals, including Airbnb listings. The new, higher property tax category is targeted at hosts renting out entire homes for short stays. The policy is framed as a response to housing affordability pressures and a push toward longer term rentals. For Airbnb, ticker NasdaqGS:ABNB, this marks a fresh regulatory challenge in a city that attracts international tourism and digital nomads. The stock closed at $122.18,...

Dave (DAVE) drew fresh attention after releasing preliminary, unaudited fourth quarter and full year 2025 results, indicating that revenue and adjusted EBITDA are expected to exceed prior guidance, along with improved 28 Days Past Due credit performance. See our latest analysis for Dave. The preliminary beat on guidance arrives after a volatile period for Dave’s share price, with a 1 day share price return of 17.51% and a year to date share price return decline of 16.52%, set against a 1 year...

Nextpower Arabia, the joint venture involving NasdaqGS:NXT, has secured its first large scale operational contract in Saudi Arabia. The company is set to supply 2.25 GWp of solar tracking systems for the Bisha Solar project. The Bisha project supports Saudi Arabia's long term renewable energy ambitions and includes local production and workforce development. For investors watching NasdaqGS:NXT, this contract arrives after a strong period for the share price, which is at $121.37. The stock...

Why CNA Financial Stock Is Drawing Investor Attention Now CNA Financial (CNA) has come onto investors’ radar after recent trading left the shares at $49.83, with returns of 7.0% over the past month and 10.2% over the past 3 months. See our latest analysis for CNA Financial. CNA Financial’s recent 7.0% 1 month share price return and 10.17% 3 month share price return point to building momentum, while longer term total shareholder returns of 10.18% over 1 year and 65.22% over 5 years show a...

Energy Transfer (NYSE:ET) has outlined a multi billion dollar capital investment plan for 2026 to expand its pipeline network. The company has also announced a higher quarterly cash distribution to unitholders. Management has issued clear annual distribution growth targets alongside the new investment program. For you as an investor, this combination of pipeline expansion and defined distribution goals brings together both growth and income angles around NYSE:ET. Energy Transfer operates in...

In recent weeks, analysts and market commentators have reiterated confidence in AutoZone’s expansion plans and management strength, even after a weaker-than-expected fourth-quarter sales performance affected by weather headwinds. This contrast, bullish analyst sentiment and strong cash generation on one hand, alongside a cautious Zacks Rank on the other, highlights how differing research views are shaping the debate around AutoZone’s outlook. Next, we’ll examine how this renewed focus on...

Plains GP Holdings overview Plains GP Holdings (PAGP) has recently shown mixed short term moves, with a 2.3% decline over the past day contrasting with gains over the past week, month, and past 3 months, putting recent trading in sharper focus for investors. See our latest analysis for Plains GP Holdings. That 2.3% one day drop sits against a 7.9% 30 day share price return and an 18.2% 90 day share price return, while the 5 year total shareholder return of 249.2% highlights how powerful...

Why Inspire Medical Systems is on investors’ radar Inspire Medical Systems (INSP) has been drawing attention after a stretch of weak share performance, including a one-month return of about 34% and a past three-month decline near 20%. For a company focused on minimally invasive treatments for obstructive sleep apnea, that kind of pullback naturally raises questions about how current pricing relates to its fundamentals, including recent revenue of US$882.622 million and net income of US$44.556...

What triggered the latest move in PTC (PTC)? PTC (PTC) is back in focus after reporting quarterly results that exceeded market expectations, raising revenue and earnings guidance, and highlighting progress in embedding AI tools like Windchill AI Parts Rationalization across its software portfolio. See our latest analysis for PTC. Despite the earnings beat, guidance raise, and ongoing buybacks, momentum in PTC’s share price has been soft, with a 30 day share price return of 10.8% and a 1 year...

In recent days, JD.com has reportedly explored issuing up to ¥10 billion in offshore yuan “dim sum” bonds with maturities up to 10 years, while pushing ahead with global logistics investments such as its new Riyadh hub and the expansion of its JD MALL concept in China. These funding and ecosystem moves, including deeper membership-based loyalty integration across its platform, highlight how JD.com is using balance-sheet flexibility to reinforce its role as a full-service commerce and...

In early February 2026, Workday launched Military Skills Mapper, a new Workday Recruiting feature that translates veterans’ military experience into civilian-equivalent skills to help employers more effectively identify and hire former service members. This tool directly targets a frequently overlooked talent pool by converting complex military roles into clearer, business-aligned language that hiring teams can easily act on. We’ll now examine how this focus on veteran skills translation...