U.S. Industrials Stock News

Bernstein Liebhard LLP and Levi & Korsinsky LLP have filed securities class action lawsuits against Perrigo Company plc, alleging that the company misrepresented the condition and investment needs of its Nestlé-acquired infant formula business, including undisclosed manufacturing deficiencies and required capital expenditures. The complaints claim Perrigo’s past disclosures led investors to overestimate the infant formula unit’s operational health and profitability, raising fresh questions...

Amphenol recently reported record quarterly sales that far exceeded its own guidance, lifted its quarterly dividend by 52% to US$0.25 per share, and advanced two major connectivity acquisitions, including Trexon and CommScope’s Connectivity and Cable Solutions business. Together, stronger cash returns to shareholders, expanding data center and AI infrastructure exposure, and a broader high-reliability portfolio in areas like defense technology reshape how investors may view Amphenol’s...

SBA Communications (SBAC) has quietly drifted lower this year, and with the stock now down roughly 7% over the past year, investors are starting to revisit its long term tower infrastructure story. See our latest analysis for SBA Communications. That softer 1 year total shareholder return of 7.22 percent and a 3 year total shareholder return of 28 percent suggest momentum has been fading as investors recalibrate growth expectations and interest rate risks around tower REITs, even with SBA...

Weyerhaeuser (WY) just gave investors a fresh storyline by pairing its ambitious 2030 growth plan with a new Aymium partnership to supply sustainable biocarbon for metals production, a diversification play tightly linked to global decarbonization trends. See our latest analysis for Weyerhaeuser. Even with all this strategic activity, Weyerhaeuser’s share price at $23.28 reflects a tough stretch, with a year to date share price return of negative 16.8 percent and a one year total shareholder...

Navient (NAVI) has quietly drifted higher, with the stock up around 5% over the past week and 8% over the past month, even though its 1 year return remains negative. See our latest analysis for Navient. The recent 1 month share price return of just over 8 percent looks more like a short term sentiment reset than a full trend change. This is especially the case with the 1 year total shareholder return still in negative territory despite a strong 5 year total shareholder return. If Navient’s...

Teladoc Health (TDOC) just filed a new shelf registration to potentially issue about 1.8 million shares, or roughly $13.6 million of common stock, tied to its employee stock ownership plan. See our latest analysis for Teladoc Health. The new ESOP related shelf filing lands as Teladoc’s 1 month share price return of 7.08% contrasts with a much weaker year to date share price return and a steep multi year total shareholder return decline, suggesting any positive momentum is still fragile. If...

IRADIMED (IRMD) has quietly turned into a strong long term winner, with the stock up about 86% over the past year and roughly 3.5x over five years, outpacing many healthcare peers. See our latest analysis for IRADIMED. That momentum is not just a blip. IRADIMED’s 30 day share price return of about 15 percent and 90 day gain near 37 percent sit on top of an impressive multi year total shareholder return profile. If IRADIMED’s run has you rethinking your healthcare exposure, it might be worth...

Earlier this month, Graphic Packaging Holding Company announced that long-time CEO and President Michael P. Doss will step down on December 31, 2025, with seasoned consumer and packaging executive Robbert E. Rietbroek set to take over as CEO and join the Board on January 1, 2026. Rietbroek’s background spans more than 25 years across major global consumer brands, a large paper-based manufacturing operation, and a recent high-profile merger in sustainable bottled water, giving him an...

Victory Capital Holdings (VCTR) is quietly extending its global reach by adding three new UCITS funds through its partnership with Amundi, a move that deepens its international toolkit for institutional and retail clients. See our latest analysis for Victory Capital Holdings. That push into more global products comes as Victory Capital’s share price, now around $64.21, has been drifting slightly lower in recent months, even though the 1 year total shareholder return of 3.94 percent and...

Matson (MATX) jumped after its latest earnings beat, with revenue coming in about 5% above expectations and profits topping forecasts as both Ocean Transportation and Logistics held up despite tariff and Transpacific softness. See our latest analysis for Matson. The earnings surprise has helped the share price claw back some ground, with a 15.6% 1 month share price return and a strong 112.1% 3 year total shareholder return signaling that longer term momentum is still intact even after this...

Merus (MRUS) has quietly turned into one of the stronger biotech performers this year, with the stock up more than 120% year to date as investors reprice its antibody pipeline potential. See our latest analysis for Merus. That kind of rerating has not come out of nowhere, with Merus enjoying a powerful 90 day share price return of 42.16% and a standout three year total shareholder return of 597.77%. This suggests momentum is still firmly building around its pipeline story. If Merus has caught...

Tuya (TUYA) just logged its fiscal Q3 2025 results, delivering a ninth straight quarter of year over year revenue growth, and that consistency is exactly why big brokers are staying constructive on the stock. See our latest analysis for Tuya. The steady demand story is starting to show up in the tape too, with a year to date share price return of 25.86 percent and a three year total shareholder return of 36.48 percent suggesting momentum is gradually rebuilding around the 2.19 dollar...

Hyundai Motor America recently donated 18 IONIQ 5 electric vehicles to Universal Technical Institute campuses across the US to bolster its Battery Electric Vehicle Technology course with more hands-on EV training. This partnership not only deepens UTI’s ties with a major automaker but also highlights its effort to align programs with evolving EV workforce needs. Now we’ll explore how Hyundai’s EV donation could reshape Universal Technical Institute’s investment narrative and its positioning...

Waters (WAT) has quietly outpaced the broader market over the past 3 months, and with revenue and net income both growing solidly, investors are starting to revisit what they are actually paying for. See our latest analysis for Waters. Over the past year, Waters’ share price has been choppy, but its roughly 25 percent 3 month share price return suggests momentum is rebuilding as investors reassess both its growth runway and perceived risk profile around the 378.53 dollar level. If Waters’...

Recently, NXP Semiconductors announced new high-voltage battery-management chipsets that embed electrochemical impedance spectroscopy (EIS) to more precisely monitor electric-vehicle battery health and detect failures early. This move taps growing automaker interest, particularly in China, in using EIS-based systems as a differentiator to boost EV safety and consumer confidence. Next, we’ll explore how integrating EIS-enabled battery-management systems could reinforce NXP’s longer-term...

Amkor Technology (AMKR) is back on investors radar as concerns mount over its thin margins and stalled earnings, prompting a closer look at whether the recent share gains can really hold up. See our latest analysis for Amkor Technology. The recent pullback, with a 1 day share price return of minus 8.27 percent and 7 day share price return of minus 9.71 percent from 40.28 dollars, comes after a powerful 30 day share price return of 27.15 percent and 90 day share price return of 51.31 percent...

YETI Holdings (YETI) has quietly pushed higher over the past month, and that climb is getting investors to revisit the story, especially with sales and earnings still ticking upward despite a tougher consumer backdrop. See our latest analysis for YETI Holdings. That recent 30 day share price return of 15.25 percent and 90 day gain of 21.48 percent sit in sharp contrast to YETI Holdings 1 year total shareholder return of just 1.11 percent, suggesting momentum is finally starting to build after...

If you are wondering whether McDonald's is still worth buying at these levels or if the golden arches are starting to look a bit pricey, you are not alone. The stock recently closed around $314.5 and has notched gains of 1.2% over the last week, 2.4% over the past month, and 7.5% year to date, adding to a solid 66.4% return over 5 years. Recent headlines have focused on McDonald's strategic push into more digital and delivery driven sales, along with ongoing menu innovation aimed at...

OSI Systems recently reported a strong fiscal Q3, with revenue rising 11.8% year on year and topping analyst estimates by 4.9%, while also lifting its full-year revenue guidance slightly above market expectations. This performance, alongside an expanding security backlog including a roughly US$20 million radiological threat detection order, underlines robust demand for its screening technologies and improves visibility into future government-related contract activity. Next, we’ll examine how...

If you are wondering whether Ionis Pharmaceuticals is still worth considering after its huge run, or if the easy money has already been made, this breakdown is for you. The stock has risen 125.9% year to date and is up 108.0% over the last year, even after a recent 0.6% slip over the past week and a 9.5% gain in the last month. Those gains have come alongside growing optimism around its antisense drug pipeline and partnerships with major pharma names, as investors reassess the long term...

Monolithic Power Systems (MPWR) has quietly extended its strong run this year, with the stock up about 60% year to date and roughly 84% over the past 3 months, drawing fresh attention to its valuation. See our latest analysis for Monolithic Power Systems. The recent surge in Monolithic Power Systems' 1 year to date share price return, alongside a 3 year total shareholder return above 170%, signals strong momentum as investors lean into its structural growth story and reassess long term upside...

Allegion (ALLE) is back on investors radar after a stronger than expected third quarter, where earnings beat expectations, Americas demand held up, and recent acquisitions helped lift international sales despite some margin pressure. See our latest analysis for Allegion. At around $159.67 per share, Allegion has given investors a solid 24.17 percent year to date share price return. Its 18.48 percent one year total shareholder return and nearly 60 percent three year total shareholder return...

Neogen (NEOG) is back in the spotlight after a pending investor lawsuit accused the company of downplaying integration problems tied to its large 3M deal and potentially skewing how investors viewed its financial health. See our latest analysis for Neogen. Despite the legal overhang, traders have leaned into the story recently. A 90 day share price return of about 29 percent has partly clawed back a year to date share price return of around negative 41 percent, so momentum is improving off a...

In the fourth quarter of 2025, Hancock Whitney Corporation completed a share repurchase of 4,306,000 shares, or about 5.06% of its stock, for US$251.04 million under the buyback program announced on December 12, 2024. On December 10, 2025, the Board authorized a new buyback plan allowing repurchases of up to 5% of outstanding shares through December 31, 2026, signaling ongoing capital return priorities. We’ll now examine how this renewed 5% share repurchase capacity could influence Hancock...