U.S. Industrials Stock News

Micron Technology reported record fiscal first‑quarter 2026 results for the period ended November 27, 2025, with sales rising to US$13.64 billion and net income reaching US$5.24 billion, and issued guidance for second‑quarter revenue of about US$18.70 billion and diluted EPS near US$8.19, both well above prior expectations. Management highlighted that tight industry supply and AI‑driven demand have already locked in Micron’s entire 2026 high‑bandwidth memory output under price‑and‑volume...

NNN REIT (NNN) just lined up a new $300 million senior unsecured term loan facility, giving the company flexible, delayed draw funding it can tap for growth and general corporate needs in a still choppy rate environment. See our latest analysis for NNN REIT. That backdrop helps explain why the stock’s latest share price of $40.68 comes with a modest 1 year to date share price return, but a more solid 1 year total shareholder return of 8.4%. This suggests steady income driven momentum rather...

Steven Madden (SHOO) just delivered a mixed earnings update, with Q3 revenue up about 7% year over year but coming in below Wall Street expectations. Management sounded upbeat about a stronger turn starting in Q4. See our latest analysis for Steven Madden. The earnings miss has not derailed sentiment much, with a roughly 16% 1 month share price return and about 31% over 3 months, while the 3 year total shareholder return near 43% suggests longer term momentum is still intact. If this kind of...

In its Q3 2025 update, Burford Capital reported a more than 50% increase in definitive commitments, 15% portfolio growth year-to-date, and a 61% rise in deployments, while reiterating its aim to double the business by 2030. An interesting angle is management’s indication that more trials and hearings are scheduled over the next 12 months than a year ago, signaling a busier realization pipeline. Next, we’ll explore how Burford’s surging Q3 deployments might influence its long-term investment...

Earlier this year, Lamb Weston reported Q1 2026 results that exceeded analyst expectations, with adjusted EPS of US$0.74 and net sales of US$1.66 billion, supported by 6% volume growth, cost savings, and lower SG&A expenses. Management’s full-year outlook for net sales of US$6.35–US$6.55 billion and adjusted EBITDA of US$1.00–US$1.20 billion signals a focus on stabilizing operations while executing its ‘Focus to Win’ efficiency program. We’ll now examine how this earnings beat and reaffirmed...

In December 2025, several United Therapeutics insiders, including officer Paul A. Mahon and directors Jan Malcolm and Christopher Patusky, disclosed past sales of company stock totaling more than US$5.33 million, as required under federal securities laws. These insider transactions came as analysts highlighted encouraging clinical progress, including the first clinical xenotransplantation in the EXPAND study, alongside a solid operational backdrop for United Therapeutics. We’ll explore how...

Universal (UVV) just locked in a new $1.4 billion senior unsecured credit facility, expanding its prior $1.15 billion line. This move meaningfully boosts financial flexibility for operations and future growth. See our latest analysis for Universal. The stock has been quietly grinding higher, with a recent 7 day share price return of 3.09 percent and a solid 5 year total shareholder return of 53.03 percent. This suggests steady, not explosive, momentum as this new credit facility deepens...

Sally Beauty Holdings (SBH) just delivered an earnings update that quietly checks a lot of investor boxes. Revenue grew 1.3% year over year, topping expectations, while EBITDA and EPS also came in ahead of forecasts. See our latest analysis for Sally Beauty Holdings. The solid earnings beat fits into a broader recovery story, with a 41.1% year to date share price return and a 24.34% one year total shareholder return suggesting momentum is building as investors reassess execution risk. If this...

Assurant (AIZ) just backed up its recent share momentum with another earnings beat, topping forecasts on both adjusted EPS and revenue, and extending a multi quarter streak of upside surprises. See our latest analysis for Assurant. The latest 1 day share price return of 1.6 percent and 7 day share price return of 6.3 percent continue a steady run higher from recent 52 week highs. In addition, a 3 year total shareholder return of just over 100 percent shows that this momentum has been building...

Earlier this week, PowerPlan, a Roper Technologies subsidiary, announced the general availability of Provision NXT, a next-generation SaaS income tax provision solution that automates complex ASC 740 and ASC 980 calculations on its unified PowerPlan NXT platform. This launch reinforces Roper’s push into mission-critical, compliance-focused financial software for energy companies, potentially deepening customer integration with its broader tax and fixed-asset solutions. We’ll now explore how...

Recently, television host Jim Cramer highlighted Cheniere Energy Partners for its income potential and emphasized Cheniere Energy’s role as the largest U.S. LNG producer supplying Europe from its Sabine Pass and Corpus Christi terminals. This media attention, combined with discussion of supportive trade deals for LNG exports to Europe, has brought fresh focus to Cheniere’s ability to convert its infrastructure position into steady, contract-backed cash flows. We’ll now examine how this...

V2X (VVX) just landed a new $72 million contract tied to its Gateway Mission Router program, extending prior awards and reinforcing its role in next generation air to ground military networking. See our latest analysis for V2X. With the latest share price at $54.70 and a solid year to date share price return of roughly 15 percent, V2X’s momentum looks to be quietly building, supported by steady contract wins like the GMR award and an 11.5 percent one year total shareholder return. If this...

Travel + Leisure (TNL) has been on investors’ radar after quarterly results beat expectations on both revenue and adjusted operating income, helping lift the stock roughly 16% over the past month. See our latest analysis for Travel + Leisure. That upbeat earnings surprise has slotted neatly into a strong year for Travel + Leisure, with a roughly 44% year to date share price return and a robust three year total shareholder return above 130%. This signals that investors see momentum building as...

Sarepta Therapeutics recently executed a convertible notes exchange to ease near-term refinancing pressure and extend its cash runway, while the FDA updated the label for its gene therapy ELEVIDYS with a boxed warning for acute liver injury and restricted use to ambulatory Duchenne muscular dystrophy patients, and also cleared a new ENDEAVOR study cohort to test an enhanced immunosuppressive regimen. In parallel, the U.S. Department of Health and Human Services’ decision to add Duchenne...

Kodiak Gas Services (KGS) has quietly moved higher over the past month, even as its year to date return remains negative. This setup often makes income and value focused investors take a closer look. See our latest analysis for Kodiak Gas Services. At a share price of $35.75, Kodiak’s recent 30 day share price return of 6.27% contrasts with its weaker year to date share price return and slightly negative one year total shareholder return. This suggests emerging momentum as investors reassess...

The board of Tecnoglass Inc. ( NYSE:TGLS ) has announced that it will pay a dividend on the 30th of January, with...

Some Guidewire Software, Inc. ( NYSE:GWRE ) shareholders may be a little concerned to see that the President, John...

Earlier this month, Nordson Corporation reported fourth-quarter 2025 results with sales of US$751.82 million and net income of US$151.63 million, alongside full-year sales of US$2.79 billion and net income of US$484.47 million, modestly higher than the prior year. The company’s stronger-than-expected adjusted earnings and guidance for fiscal 2026, including forecast full-year sales of US$2.83–2.95 billion, highlight management’s confidence in profitability despite subdued organic growth and...

In recent months, Fannie Mae and Freddie Mac have added billions of dollars of mortgage-backed securities and home loans to their balance sheets, prompting speculation that they are positioning for potential public offerings. This portfolio expansion is being interpreted as an effort to enhance profitability and borrower appeal, while high-profile investor interest intensifies focus on their eventual return to public markets. With Fannie Mae’s renewed appetite for mortgage-backed...

Evercore (EVR) has quietly outpaced the broader market this year, and with the stock up about 21% year to date after a choppy past 3 months, investors are rechecking the advisory firm’s earnings power. See our latest analysis for Evercore. The recent pullback, including a 1 day share price return of minus 0.95 percent and a 7 day share price return of minus 3.11 percent, looks more like a breather after a strong year to date share price gain and a powerful multi year total shareholder return...

Morgan Stanley (MS) has quietly outperformed many peers this year, with the stock up about 40% year to date and roughly 9% over the past month. This performance is inviting a closer look at what is driving sentiment. See our latest analysis for Morgan Stanley. The recent pullback in Morgan Stanley’s 7 day share price return contrasts with its strong year to date share price return and impressive multi year total shareholder returns. This suggests the latest volatility looks more like...

Via Transportation (VIA) has had a choppy few months, slipping over the past 3 months even after a solid 1 day bounce, and that disconnect between performance and fundamentals is drawing fresh attention. See our latest analysis for Via Transportation. Looking beyond the latest bounce, Via Transportation’s 30 day share price return of negative 17.8 percent and year to date share price return of negative 35.4 percent suggest momentum has been fading as investors reassess execution risks against...

Freddie Mac recently announced that its Board of Directors has appointed Kenny M. Smith, a veteran financial services executive with nearly 40 years of experience at firms such as Deloitte, as chief executive officer and board member, effective December 17, 2025. Smith’s deep background in advising large banks on strategy, risk management and governance signals a potential shift in how Freddie Mac approaches oversight and operational discipline. Next, we’ll examine how Smith’s extensive risk...

Tutor Perini (TPC) just landed a seven year U.S. Army Corps of Engineers contract in the Middle East, a development that could reshape its revenue visibility and help explain the stock’s recent strength. See our latest analysis for Tutor Perini. The contract news lands after a powerful run, with the share price up sharply on a year to date basis and backed by hefty multi year total shareholder returns, suggesting momentum is still very much alive despite short term pullbacks. If this kind of...