U.S. Industrials Stock News

Recent share performance and business snapshot Revolve Group (RVLV) has seen mixed share performance recently, with a roughly 17% decline over the past month, contrasting with a gain of about 20% over the past 3 months. Against that backdrop, the online fashion retailer is operating with annual revenue of about US$1.20b and net income of roughly US$55.5m. It serves millennial and Gen Z consumers through its REVOLVE and FWRD segments. See our latest analysis for Revolve Group. At a share price...

Recent updates around Realty Income (O) have centered on several concrete moves, including a real estate partnership with Singapore’s GIC, an $862.5 million convertible notes offering, solid Q3 results, and ongoing monthly dividend increases. See our latest analysis for Realty Income. The recent partnership with GIC, the $862.5m convertible notes issuance and Realty Income’s Q3 update have arrived alongside firming share price momentum, with a 30 day share price return of 8.87% and a 1 year...

Why Robert Half is back on investors' radar Robert Half (RHI) has created a new senior leadership role focused on business operations modernization, appointing long-time executive Ryan Skubis to lead technology adoption, infrastructure, and company wide initiatives. See our latest analysis for Robert Half. The leadership shake up and recently affirmed quarterly dividend of $0.59 a share come against a weak backdrop, with a 7 day share price return decline of 21.11% and a 1 year total...

AerCap Holdings (NYSE:AER) has entered a non binding agreement with Frontier Group. The deal covers the early return of 24 A320neo aircraft currently on lease to Frontier. The agreement also includes a commitment for 10 future sale leaseback transactions with Frontier. AerCap is one of the largest aircraft leasing companies globally, so any change in how it positions its fleet can matter for investors watching aviation exposure. The early return of 24 A320neo aircraft, combined with future...

JetBlue Airways (NasdaqGS:JBLU) and United Airlines have expanded their Blue Sky collaboration to allow customers to book flights on either carrier directly through both airlines' digital platforms. The expansion includes integrated booking, payment, and loyalty redemption features across both companies' apps and websites. This move broadens customer access to each airline's network and aims to create a more seamless travel experience across the two brands. For JetBlue, which focuses on...

GEO Group (GEO) has just wrapped up FY 2025 with fourth quarter revenue of US$707.7 million and basic EPS of US$0.23, contributing to trailing twelve month revenue of US$2.6 billion and EPS of US$1.85. Over the past six quarters, the company has seen quarterly revenue move from US$603.1 million in Q3 2024 to US$707.7 million in Q4 2025. Basic EPS ranged from US$0.11 in Q4 2024 to US$1.26 in Q3 2025, setting up a results season where margin resilience and the quality of earnings, including one...

Navan (NasdaqGS:NAVN) has appointed Aurélien Nolf as Chief Financial Officer, adding a finance leader with experience at major technology firms. The company has also signed Yahoo as a client for its AI driven travel and expense management platform, which will serve as a unified solution for the tech firm. Both announcements reflect recent milestones in Navan's leadership team and enterprise customer base. For you as an investor, these updates sit at the intersection of fintech, software and...

Wendy's (WEN) latest quarterly earnings put its recent challenges in sharp focus, with management responding through a detailed Project Fresh turnaround plan that includes operational changes, new menu items, restaurant closures, and revised marketing priorities. See our latest analysis for Wendy's. Wendy's share price has retreated in recent months, with a 30 day share price return of 11.79% and a 90 day return of 13.23%, while the 1 year total shareholder return of 44.54% and 5 year total...

Patterson-UTI Energy, NasdaqGS:PTEN, reported strong Q4 2025 results, highlighting its strongest adjusted free cash flow quarter since its 2023 transformation. The company raised its quarterly dividend by 25%, reflecting a higher level of capital being returned to shareholders. Recent mergers have added to Patterson-UTI Energy’s operational capabilities, which now contribute directly to its post-transformation performance. Patterson-UTI Energy enters this update with shares at $8.10 and a...

Jazz Pharmaceuticals (NasdaqGS:JAZZ) CEO Renee Gala has outlined a refreshed long-term vision for growth and research focus. The update centers on prioritizing the development pipeline and sharpening how the company allocates resources across its core therapeutic areas. The plan is framed as a multi year roadmap, intended to shape future product development and patient impact, beyond routine quarterly updates. For you as an investor, this matters because Jazz Pharmaceuticals operates in...

If you are wondering whether QCR Holdings is still reasonably priced after its recent run, this breakdown will help you see how the current share price lines up against the underlying business. The stock last closed at US$92.38, with returns of 8.4% over 30 days, 12.5% year to date, 19.8% over 1 year, 74.5% over 3 years and 127.6% over 5 years. This naturally raises questions about how much value is already reflected in the price. Recent price movements have come alongside ongoing attention...

If you are wondering whether ConocoPhillips is reasonably priced or offers value at current levels, this article will walk you through what the numbers are actually saying about the stock. The share price recently closed at US$111.43, with returns of 3.5% over 7 days, 11.1% over 30 days, 15.2% year to date and 18.8% over 1 year, which is likely to catch the eye of investors tracking momentum and changing risk sentiment. Recent news around ConocoPhillips has focused on its position as a major...

Wondering if Simmons First National is giving you enough value for the risk you are taking, or if the market is mispricing this regional bank right now. The stock last closed at US$21.36, with a 12.2% return over the past 30 days and a 13.5% return year to date, while the 1 year return sits at a 0.8% decline and the 5 year return at an 8.5% decline. Recent coverage around Simmons First National has focused on how regional banks are being assessed by investors, including scrutiny of balance...

In February 2026, NIKE, Inc. announced that its Board of Directors had declared a quarterly cash dividend of US$0.41 per share on its Class A and Class B stock, payable on April 1, 2026, to shareholders of record as of March 2, 2026. At the same time, renewed interest from institutional investors and active portfolio adjustments around NIKE highlight how investors are weighing its brand strength against ongoing earnings pressures and turnaround efforts. Now we’ll examine how institutional...

White House directs Federal National Mortgage Association (OTCPK:FNMA) to inject US$200b into the mortgage backed securities market. Policy move targets lower borrowing costs and expanded liquidity for homebuyers and lenders. Initial effects include a surge in mortgage applications and reduced mortgage rates across parts of the market. Intervention raises questions about long term implications for housing finance and Fannie Mae's operating model. Fannie Mae sits at the core of the US...

Renasant (NYSE:RNST) reported quarterly results that significantly exceeded market expectations on both revenue and earnings. The stronger than expected fourth quarter performance set the company apart from many regional banking peers facing sector wide pressures. Renasant, a regional financial services provider, operates in a sector that has been under pressure from fintech competition and shifting customer behavior around deposits. In that context, the latest quarter stands out because...

Why S&T Bancorp Is On Investors’ Radar Today S&T Bancorp (STBA) has drawn attention after its recent share performance, with gains over the past month and past 3 months prompting investors to reassess the regional bank’s current valuation and earnings profile. See our latest analysis for S&T Bancorp. At a latest share price of $43.68, S&T Bancorp’s recent 30 day share price return of 9.23% and 90 day return of 13.25% suggest improving momentum. The 1 year total shareholder return of 12.67%...

Chimera Investment Corporation’s board recently declared first-quarter 2026 cash dividends across its common and preferred stock, including a US$0.45 per common share payout and floating-rate preferred dividends tied to three-month CME Term SOFR, all payable on March 30, 2026 to holders of record on the respective March record dates. The combination of higher common dividends, reset rates on fixed-to-floating preferred series, and progress in expanding fee-based mortgage operations...

In early February 2026, The Clorox Company reported second-quarter sales of US$1,673 million and net income of US$157 million, both slightly below the prior year, while continuing to repurchase shares under its longstanding buyback program. At the same time, Clorox extended its 48-year streak of dividend increases and pressed ahead with a complex business transformation, including a completed ERP rollout and the integration of its US$2.25 billion GOJO (Purell) acquisition, even as margins...

If you are trying to figure out whether Alamo Group is fairly priced or giving you a margin of safety, the key is to look past the share price and focus on what the underlying business might be worth. The stock last closed at US$210.84, with stated total returns of 1.2% over 7 days, 10.6% over 30 days, 23.7% year to date, 15.0% over 1 year, 31.5% over 3 years and 38.9% over 5 years, which may change how investors think about both upside and risk. Recent coverage around Alamo Group has...

Ameriprise Financial announced that Joseph E. Sweeney, President of Advice & Wealth Management Products & Service Delivery, decided to retire from the company effective April 3, 2026, marking a leadership change in its core wealth management business. This leadership transition comes soon after Ameriprise reported record revenue and earnings in its Advice & Wealth Management segment, raising questions about continuity in a key growth engine for the firm. We’ll now consider how Sweeney’s...

Stryker (NYSE:SYK) has launched the T2 Alpha Humerus Nailing System, a new trauma solution in its orthopedics portfolio. The system uses Stryker’s SOMA technology and is designed to support efficiency and consistency in humerus fracture procedures. The launch targets hospitals and surgeons looking to standardize complex upper extremity trauma care. Stryker, trading at around $366.05, is a large player in medical technology with an established presence in trauma and orthopedics. Over the...

In the past few days, Star Bulk Carriers Corp reported third-quarter 2025 results that exceeded analyst expectations, delivering earnings per share of US$0.28 on revenue of US$263.8 million against prior forecasts. Analysts also highlighted that ongoing geopolitical disruptions are extending global shipping routes, which could support demand for dry bulk carriers like Star Bulk’s fleet. Now we’ll explore how stronger-than-expected quarterly earnings may influence Star Bulk Carriers’ existing...

The Bank of N.T. Butterfield & Son Limited has reported past fourth-quarter 2025 net income of US$63.8 million and full-year net income of US$231.9 million, while also declaring a US$0.50 per-share quarterly dividend and appointing former CIA and Smithsonian executive Meroe Park as an independent director. Alongside earnings growth and active capital returns, the addition of a director with deep governance, operations, and cyber security experience could influence how Butterfield balances...