U.S. Industrials Stock News

If you are trying to figure out whether Palantir Technologies is reasonably priced or just riding hype, you are in the right place to unpack what the current share price might actually reflect. Palantir's stock closed at US$131.41, with a 7 day return of a 3.3% decline, a 30 day return of a 23.1% decline, a year to date return of a 21.7% decline and a 1 year return of 10.3%, while its 3 year return is very large and its 5 year return sits at 353.1%. Recent attention around Palantir has...

Earlier this month, Ryan Specialty Holdings reported fourth-quarter and full-year 2025 results showing higher revenue but lower net income and earnings per share, while also announcing Project Empower, an operational restructuring, alongside a new US$300 million share repurchase authorization and an 8.3% increase in its quarterly dividend to US$0.13 per share. At the same time, the company reinforced its acquisition-led expansion and Canadian platform integration, indicating a continued...

In early February 2026, KB Home opened several new communities across Florida, California and Washington, offering energy-efficient, highly customizable homes with prices starting from about US$300,000 to low US$1,000,000s. Together with management’s reaffirmed preference for transparent pricing over incentive-heavy mortgage buydowns, these openings highlight KB Home’s effort to balance customer affordability, perceived value and long-term resale considerations across multiple high-demand...

Essent Group Ltd. has reported its fourth-quarter 2025 results, with net income of US$154.98 million on slightly higher earnings per share, while full-year 2025 revenue edged up to US$1,260.94 million but net income eased to US$689.97 million. Alongside earnings, Essent increased its quarterly dividend to US$0.35 per share and highlighted extensive reinsurance coverage across its mortgage insurance portfolio, underlining its focus on capital returns and risk transfer. We’ll now examine how...

In February 2026, Paycom Software reported fourth-quarter 2025 revenue of US$544.3 million and net income of US$113.8 million, alongside full-year 2025 revenue of US$2.05 billion and net income of US$453.4 million, and issued 2026 revenue guidance of US$2.18–US$2.20 billion. Alongside these figures, Paycom highlighted 2025 margin expansion, improved revenue retention at 91%, and growing uptake of its AI engine IWant™, which a commissioned Forrester study suggested could deliver a very large...

Why Crown Castle’s latest earnings and asset sale matter Crown Castle (CCI) just paired better than expected fourth quarter revenue with news that 2026 could be a trough year, while also announcing a US$8.5b small cell and fiber asset sale focused on debt reduction and buybacks. See our latest analysis for Crown Castle. The earnings beat, 2026 trough guidance and US$8.5b asset sale have come alongside a 1-day share price return of 2.93% and a 7-day share price return of 11.75%. The 1-year...

Sphere Entertainment Co. reported fourth-quarter 2025 sales of US$394.28 million and net income of US$64.74 million, turning a prior-year loss into earnings per share of US$1.23 on a diluted basis; for the full year, sales reached US$1.22 billion with net income of US$33.41 million. Management linked this earnings turnaround to strong demand for immersive Sphere Las Vegas programming like “The Wizard of Oz at Sphere,” alongside plans to expand the Sphere venue concept to National Harbor and...

Why UFP Technologies is on investors’ radar today UFP Technologies (UFPT) has drawn fresh attention after recent share price moves, with the stock down over the past week and month, yet positive over the past 3 months and year to date. See our latest analysis for UFP Technologies. Short term, the 1 week share price return of 8.05% and 1 month share price return of 5.65% contrast with a 10.32% 3 month share price gain and strong 3 year total shareholder return of 108.44%. This suggests longer...

Recent attention on NetApp (NTAP) has been driven by its earnings and revenue coming in ahead of consensus estimates, alongside a friendlier interest rate backdrop that has improved sentiment toward many established technology names. See our latest analysis for NetApp. At a share price of US$102.42, NetApp has seen a 4.3% 1 day share price return after its earnings beat and a softer inflation print. Its 1 year total shareholder return of a 12.2% decline contrasts with 3 and 5 year total...

In the past week, Masco Corporation reported its 2025 fourth-quarter and full-year results, showing slightly lower sales and net income year over year, while also recording a US$5 million impairment on other intangible assets. Alongside these results, Masco outlined 2026 guidance, raised its quarterly dividend to US$0.32, completed a sizeable prior buyback, and authorized a new US$2.00 billion repurchase program focused on shareholder returns and selective bolt-on acquisitions in plumbing,...

Event context and recent share performance With no specific news event driving headlines, Gates Industrial (GTES) has still drawn attention after a recent close at $27.97, alongside month and past 3 months returns of 22.9% and 30.8%. See our latest analysis for Gates Industrial. The recent 22.9% 1 month share price return and 30.8% 3 month share price return, against a 1 year total shareholder return of 23.5% and a 3 year total shareholder return near 2x, points to momentum that has...

In early February 2026, Columbia Sportswear Company announced past fourth-quarter and full-year 2025 results showing slightly lower quarterly sales and earnings, issued 2026 guidance calling for modest full-year net sales growth alongside softer first-quarter expectations, confirmed a regular US$0.30 per-share quarterly dividend payable March 20, 2026, and reported additional share repurchases under its long-running buyback program. Together, these updates highlight a company balancing cost...

Jefferies Financial Group stock: recent performance snapshot Jefferies Financial Group (JEF) has been on investors’ radar after a stretch of mixed returns, with the share price down over the past month and year, but higher across the past 3 years and 5 years. See our latest analysis for Jefferies Financial Group. With the latest share price at $53.72, Jefferies’ recent 7 day share price return of an 8.86% decline and 30 day share price return of a 15.33% decline contrast with its 3 year total...

NCR Voyix (VYX) has been drawing attention after its shares closed at $9.49, with recent returns showing mixed momentum over the past week, month, and past 3 months as investors reassess the story. See our latest analysis for NCR Voyix. That recent 1 day share price gain of 1.50% sits against weaker momentum. A 30 day share price return of 11.06% and a 1 year total shareholder return of 22.78% point to pressure on longer term holders. If NCR Voyix’s mixed performance has you looking around...

Webster Financial (WBS) has drawn investor attention after recent trading, with the stock closing at $71.13. With mixed short term returns and stronger longer term figures, many investors are reassessing the bank’s profile. See our latest analysis for Webster Financial. The recent 1 day share price return of 0.49% and 7 day share price return of 2.73% pull back comes after a 30 day share price return of 10.23% and 90 day share price return of 30.49%, alongside a 1 year total shareholder...

Wondering if Electronic Arts at around US$200 a share is still offering fair value or if the easy money has already been made? This article walks through the key numbers so you can judge for yourself. Electronic Arts shares most recently closed at US$200.62, with returns of 0.3% over 7 days, a 1.8% decline over 30 days, a 1.9% decline year to date, 55.8% over 1 year, 82.0% over 3 years and 41.2% over 5 years. Recent headlines have focused on Electronic Arts in the context of broader gaming...

Earnings shift puts Compass Minerals International in focus Compass Minerals International (CMP) is back on investors’ radar after first quarter results showed sales of US$396.1 million and net income of US$18.6 million, compared with a net loss in the same period last year. See our latest analysis for Compass Minerals International. That earnings turnaround has arrived alongside a sharp shift in sentiment, with a 39.72% 90 day share price return at a US$23.99 share price and a 113.62% 1 year...

In early February 2026, Bath & Body Works, Inc. declared a regular quarterly dividend of US$0.20 per share, payable on 6 March 2026 to shareholders of record on 20 February 2026, while also rolling out an expanded Disney Princess Collection with more than 90 new products and member-exclusive early access. This combination of a continued cash return to shareholders and a high-profile Disney collaboration highlights how Bath & Body Works is using partnerships and loyalty perks to reinforce...

Reinhart Partners’ recent decision to lift its Skyward Specialty Insurance Group (SKWD) position to 3.7% of its portfolio has turned fresh attention to the insurer’s growth, capital strength, and new Power Generation offering. See our latest analysis for Skyward Specialty Insurance Group. Recent price action has been mixed, with a 2.9% 7 day share price return set against a 30 day share price decline of 2.7% and a year to date share price fall of 6.9%. The 3 year total shareholder return of...

Investor day puts Broadstone Net Lease (BNL) in focus Broadstone Net Lease (BNL) has moved into the spotlight after its investor day, where management highlighted a healthcare asset simplification plan, an industrial development pipeline, and the completed US$352 million sale of 57 healthcare properties. See our latest analysis for Broadstone Net Lease. Recent momentum has been firm, with a 1 month share price return of 4.97% feeding into a 12.49% year to date share price gain and a 37.00% 1...

Understanding Oruka Therapeutics after recent trading moves Recent trading in Oruka Therapeutics (ORKA) has drawn attention, with the stock closing at US$32.21 and showing mixed short term performance, including a 1 day decline and losses over the past week and month. See our latest analysis for Oruka Therapeutics. While the recent 1 day, 7 day, and 30 day share price returns are slightly negative, the 90 day share price return of 14.1% and 1 year total shareholder return of 188.1% point to...

Madison Square Garden Entertainment (MSGE) just posted second quarter results that caught investor attention, reporting revenue of US$459.94 million and net income of US$92.72 million, along with higher earnings per share from continuing operations. See our latest analysis for Madison Square Garden Entertainment. The latest earnings release and the extended Infosys partnership come on top of a strong run in the shares, with a 90 day share price return of 38.42% and a 1 year total shareholder...

Huntington Ingalls Industries (HII) recently posted fourth quarter results that exceeded Wall Street’s revenue and profit expectations. Management also pointed to broader gains in shipbuilding productivity, along with ongoing cost and scheduling pressures on margins. See our latest analysis for Huntington Ingalls Industries. The earnings beat and recent update on the John F. Kennedy carrier trials have come after a powerful 90 day share price return of 35.20% and a very large 1 year total...

Why BILL Holdings is on investors’ radar today BILL Holdings (BILL) has been drawing attention after recent share price moves. The stock last closed at $46.99 and is showing mixed short term and longer term return figures that investors may want to compare. See our latest analysis for BILL Holdings. Recent trading paints a mixed picture, with a 1 day share price return of 1.34% contrasting with a 1 year total shareholder return of 21.45% decline and a 5 year total shareholder return of 74.49%...