U.S. Industrials Stock News

Stewart Information Services (STC) has been drawing attention after recent share price moves, with the stock showing mixed short term returns that contrast with its longer term performance profile and underlying business scale. See our latest analysis for Stewart Information Services. At a share price of US$69.39, Stewart Information Services has seen a 5.1% 30 day share price return, while its 1 year total shareholder return of 4.3% compares with a much stronger 3 year total shareholder...

Alliance extension and why it matters for Helix Energy Solutions Group (HLX) Helix Energy Solutions Group (HLX) has extended its long running alliance for subsea well intervention systems to October 5, 2026, keeping an existing global collaboration in place for design, development and marketing. See our latest analysis for Helix Energy Solutions Group. The extended alliance lands at a time when Helix Energy Solutions Group’s share price has a 30 day return of 21.3% and a 90 day return of...

Sonic Automotive recently faced lower analyst earnings estimates and mixed surprise history ahead of its December 2025 quarter results, while also adopting a 2026 executive bonus plan tied to adjusted earnings per share and customer satisfaction metrics. This combination highlights growing caution around near-term performance alongside a clearer alignment of leadership incentives with profitability and dealership service quality. We will now examine how softening analyst expectations and...

Magnolia Oil & Gas (MGY) is back in focus after expanding its share repurchase authorization to 60,000,000 shares, along with fresh 2026 production guidance, recent winter storm recovery details, and full year 2025 earnings. See our latest analysis for Magnolia Oil & Gas. These buyback moves and the latest production and earnings updates come after a strong run, with a 19.1% year to date share price return and a 187.3% five year total shareholder return. This suggests momentum has been...

Prudential Financial (PRU) is back in focus after reporting fourth quarter net income of US$905 million and full year net income of US$3.58b, alongside insider share purchases and a declared US$1.40 quarterly dividend. See our latest analysis for Prudential Financial. At a share price of US$104.61, Prudential Financial has seen a 2.36% 7 day share price return but a 6.34% 30 day share price decline. Its 5 year total shareholder return of 52.45% contrasts with a slightly negative 1 year total...

Recently, HCI Group reported quarterly earnings per share of US$4.90, up from US$0.47 a year earlier, and has exceeded consensus EPS forecasts in each of the past four quarters while carrying an A-grade valuation score versus peers. This combination of very strong earnings growth, consistent estimate beats, and a discount valuation has brought fresh attention to HCI Group’s operating performance and positioning within property and casualty insurance. We’ll now examine how HCI Group’s recent...

TPG Inc. ( NASDAQ:TPG ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...

On February 3, 2026, The Cooper Companies, Inc. amended its 2021 Term Loan Agreement, extending the maturity of US$950 million of term loans to February 3, 2031, removing the credit spread adjustment, raising the cap on incremental term loans to the greater of US$1.37 billion or 100% of consolidated EBITDA, and adding optional rating-based pricing. This refinancing package gives Cooper Companies more room to adjust its capital structure and borrowing costs as its business and cash flows...

Fortune Brands Innovations, Inc. ( NYSE:FBIN ) has announced that it will be increasing its dividend from last year's...

AvePoint (AVPT) has put its agentic AI governance work front and center, rolling out new risk definitions for AI agents and broader data protection across multi SaaS, IaaS, and PaaS sources. See our latest analysis for AvePoint. The new AI governance launch comes after a tough run for the shares, with a 30 day share price return of 16.72% and a year to date share price return showing a 20.12% decline, while the 1 year total shareholder return reflects a 45.68% decline and the 3 year total...

Investigation and legal overhang come into focus Kahn Swick & Foti, LLC has launched an investigation into Lantheus Holdings (LNTH) after disclosures of reduced Pylarify revenue and lowered full year guidance. This development adds to an existing securities class action tied to these issues. See our latest analysis for Lantheus Holdings. At a share price of $69.38, Lantheus Holdings has a 90 day share price return of 29.68% and a 1 year total shareholder return decline of 13.21%. Recent...

In early February 2026, U.S. Physical Therapy announced that its subsidiary Metro Physical & Aquatic Therapy entered a 10-year alliance with NYU Langone Health, bringing 60 Long Island and New York metropolitan outpatient clinics into NYU Langone's clinical services network. This long-term partnership links a large regional clinic footprint with a major academic health system, potentially reshaping U.S. Physical Therapy's role in a key higher-reimbursement geography. Next, we'll examine how...

Verizon Communications Inc. ( NYSE:VZ ) shares have had a really impressive month, gaining 26% after a shaky period...

In February 2026, Atomera Incorporated reported fourth-quarter 2025 sales of US$50,000 with a net loss of US$4.43 million, and full-year 2025 sales of US$65,000 with a net loss of US$20.17 million, alongside updated Delaware law-aligned bylaws. Alongside these results, Atomera highlighted progress integrating its MST technology into advanced Gate-All-Around transistor structures and GaN-on-silicon applications, supported by a new major equipment OEM partnership and collaborations with...

Rockwell Automation (ROK) is back in focus after its latest quarter showed revenue of US$2,105 million and net income of US$305 million, alongside a modest uptick in full year earnings guidance. See our latest analysis for Rockwell Automation. The earnings beat, raised full year guidance and ongoing buybacks have come alongside a 1 year total shareholder return of 36.15% and a 5 year total shareholder return of 75.37%. The current share price of US$394.37 follows a recent 7.75% 90 day share...

Some Renasant Corporation ( NYSE:RNST ) shareholders may be a little concerned to see that insider Milton Cole recently...

Atara Biotherapeutics, Inc.'s ( NASDAQ:ATRA ) price-to-sales (or "P/S") ratio of 0.2x might make it look like a strong...

Anyone interested in Aehr Test Systems, Inc. ( NASDAQ:AEHR ) should probably be aware that the Founder & Independent...

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...

Agnico Eagle Mines Limited ( NYSE:AEM ) has announced that it will be increasing its dividend from last year's...

Eversource Energy ( NYSE:ES ) will increase its dividend from last year's comparable payment on the 31st of March to...

The board of Vishay Intertechnology, Inc. ( NYSE:VSH ) has announced that it will pay a dividend on the 26th of March...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...