U.S. Industrials Stock News

Earlier this week, Bank of America Securities reiterated its positive stance on Sylvamo, highlighting expected operating-rate improvements in North America following the closure of the Riverdale and Chillicothe mills and pointing to potential pricing power in uncoated freesheet paper from 2026. The firm also indicated that recent European weakness could be offset by stronger volumes in Latin America and North America, underscoring how regional mix and capacity rationalization may reshape...

Navigator Holdings Ltd. recently received an average “Buy” rating from five research firms and increased its quarterly dividend to US$0.07 per share, up from US$0.05, with the higher payout due on 16 December 2025. This combination of stronger analyst conviction and a higher cash return signals growing confidence in Navigator’s balance sheet resilience and earnings capacity. We’ll now examine how the dividend increase may influence Navigator Holdings’ investment narrative and longer-term...

If you have ever wondered whether Procter & Gamble is still worth buying at today’s price, you are not alone. This breakdown is designed to give you a clear, practical view of its real value. The stock has recently bounced about 4.0% over the last week, but it is still down roughly 12.5% year to date. This mix can signal either improving sentiment or lingering concern about future returns. Investors have been digesting a stream of product innovation updates and ongoing cost saving...

Wondering if Workday is starting to look like a bargain after a rough patch in the market, or if the dip is just a value trap in disguise? The stock is down about 2.8% over the last week, 6.4% over the past month, and roughly 14.2% year to date, extending a 22.3% slide over the last year despite still being up around 25.6% over 3 years. Recently, headlines have focused on Workday's strategic push deeper into AI driven analytics and automation across its HR and finance platforms, as well as...

Polaris (PII) is back on investors’ radar after a stronger third quarter prompted management to lift its 2025 sales outlook, with earnings expectations also trending higher as On Road, Marine and Off Road share gains stack up. See our latest analysis for Polaris. The upbeat third quarter and bullish 2025 outlook seem to be resonating, with Polaris posting a 90 day share price return of nearly 20 percent and a 1 year total shareholder return just over 19 percent, suggesting momentum is...

Fastly (FSLY) has quietly drifted lower over the past month, even though its longer term performance looks better. That gap between sentiment and fundamentals is what makes the stock interesting now. See our latest analysis for Fastly. Over the last year, Fastly’s share price has swung between renewed optimism and caution. The recent 30 day share price return of negative 9.44 percent has cooled what had been stronger 90 day momentum, while the three year total shareholder return of 20.93...

Hesai Group recently reported that it became the only lidar company included in Morgan Stanley’s “Humanoid Tech 25” list and surpassed 2 million cumulative automotive lidar deliveries, while holding the top ADAS main lidar market share for nine consecutive months. These achievements, supported by fully automated production lines capable of producing one lidar every 10 seconds and over 200,000 JT-series robotics lidar shipments, underscore Hesai’s operational scale and influence across both...

In the past few days, Deluxe reported third-quarter 2025 earnings that surpassed analyst expectations, S&P Global Ratings raised its credit rating to ‘B+’ with a stable outlook, and CFO William C. Zint purchased 175 shares under a 10b5-1 plan. Together, stronger-than-expected earnings, a credit upgrade reflecting improved credit metrics, and insider buying highlight growing confidence in Deluxe’s financial trajectory and balance-sheet resilience. We’ll now examine how the earnings beat and...

Wondering if JD.com is finally a bargain after years of volatility? In this article we walk through whether the current price really reflects the value of the underlying business. Despite a modest pullback of 2.9% over the last week and 1.6% over the past month, the bigger story is the long slide, with the stock down 15.7% year to date and 20.4% over the last year, and far more over 3 and 5 years. Recent headlines have focused on JD.com's ongoing push to streamline operations and sharpen its...

Wondering if Cigna Group is quietly trading at a discount while everyone is distracted by flashier healthcare names? Let us unpack whether the current price really reflects its long term potential. The stock has climbed 5.1% over the last week and 2.4% over the past month, while it is up a modest 0.6% year to date and 6.1% over the last year, after a choppier 3 year stretch where it is still down 11.5% but ahead 54.8% over 5 years. Recent headlines have focused on Cigna Group’s strategic...

Navan (NAVN) has just posted its Q3 2026 numbers, with revenue of about $194.9 million and a basic EPS loss of roughly $4.58 per share, while trailing 12 month revenue sits at around $656.3 million against a TTM EPS of about negative $7.99. The company has seen quarterly revenue move from roughly $126.9 million in Q2 2025 to $151.1 million in Q3 2025 and then to $194.9 million in Q3 2026, alongside basic EPS sliding from about negative $1.02 to negative $0.92 and then to negative $4.58 over...

Earlier in December, Franklin Resources said the U.S. Department of Justice is prepared to resolve its investigation into subsidiary Western Asset Management’s past treasury-derivatives trade allocations without filing criminal charges, after the unit fully cooperated with regulators. This prospective resolution removes a significant legal overhang tied to Western Asset’s trading practices, potentially easing concerns about regulatory risk and business disruption across Franklin Resources’...

In recent days, Brinker International drew attention as bullish analyst commentary, improved customer traffic trends, and a supportive interest-rate backdrop lifted investor sentiment around its Chili’s and Maggiano’s brands. Behind the headlines, management’s cost-cutting progress and Chili’s success in appealing to younger guests stood out as key drivers of this renewed optimism. We’ll now examine how this improved traffic momentum and analyst confidence could influence Brinker's ongoing...

In mid-December 2025, Charles River Laboratories International received a series of analyst upgrades and benefited from the U.S. SEC closing its investigation without recommending enforcement action, boosting confidence in its operations and governance. These developments eased regulatory uncertainty and reinforced the company’s role as a key contract research partner for complex preclinical and early-stage drug development work. We’ll now examine how the SEC clearance and recent analyst...

LTC Properties (LTC) has quietly pulled back about 5% over the past month even as its annual revenue and net income each climbed roughly 35%, raising questions about whether investors are overlooking this healthcare REIT. See our latest analysis for LTC Properties. The recent pullback leaves LTC’s share price only modestly higher year to date, while a steadier three and five year total shareholder return suggests long term holders have still been rewarded even as near term momentum cools. If...

If you are wondering whether Advanced Energy Industries is still worth buying after its big run up, or if the smarter move now is to wait for a better entry point, you are not alone. The stock has cooled slightly over the last week, down 2.8%, but it is still up 6.3% over the last month, 86.5% year to date, and 78.8% over the past year. Longer term, its 3-year and 5-year returns are 153.9% and 124.0% respectively. Recent attention around Advanced Energy has focused on its position as a key...

White Mountains Insurance Group (WTM) has quietly delivered strong multi year returns, and the stock’s recent climb adds fresh interest. Investors are now weighing how much of that performance is already priced in. See our latest analysis for White Mountains Insurance Group. Over the past year, White Mountains’ steady 90 day share price return of 18.71 percent and solid 5 year total shareholder return of 106.35 percent suggest momentum is still building rather than fading at the current share...

Earlier in December 2025, the U.S. Air Force Life Cycle Management Center awarded V2X, Inc. a position on the Automated Test Systems Division’s multiple-award IDIQ contract, enabling the company to provide rapid, full lifecycle support for test systems across a broad range of manned and unmanned aircraft platforms worldwide. This long-duration, flexible contract, spanning an initial five-year base period with an option for another five years, highlights V2X’s role in sustaining...

Blackstone (BX) just helped Sumitomo Mitsui complete a landmark $3.2 billion synthetic risk transfer while also striking a forward flow deal for first lien commercial mortgages, moves that quietly deepen its influence across global credit markets. See our latest analysis for Blackstone. These deals land at a moment when Blackstone’s 30 day share price return of 7.53 percent contrasts with a softer 90 day share price return of negative 17.17 percent. At the same time, its five year total...

Amdocs (DOX) just wrapped up FY 2025 with fourth quarter revenue of about $1.2 billion and EPS of $0.88, setting the stage against a trailing twelve month backdrop of $4.5 billion in revenue and EPS of $5.08. Over the past year, the company has seen revenue move from roughly $5.0 billion to $4.5 billion on a trailing basis, while trailing EPS has edged up from $4.27 to $5.08. This reflects a business that is leaning more on profitability than top line expansion, with margins now doing more of...

XPeng (NYSE:XPEV) is back in the spotlight after signing a strategic manufacturing deal in Malaysia, adding a new production hub just as the stock digests a sharp short term pullback. See our latest analysis for XPeng. The Malaysia deal lands just as XPeng’s 30 day share price return of negative 26.15 percent and 90 day share price return of negative 14.49 percent contrast with a much stronger 59.91 percent year to date share price return and 43.85 percent one year total shareholder return...

B. Riley Financial (RILY) has swung back to positive quarterly earnings in Q2 2025, posting revenue of about $199 million and EPS of roughly $2.23, even as trailing 12 month figures still reflect sizable losses. The company has seen revenue move from about $38 million in Q2 2024 to nearly $199 million in Q2 2025, while quarterly EPS has shifted from roughly negative $14.86 to positive $2.23. This sets up a sharp contrast between the latest quarter and its loss making recent history and puts...

ADT (ADT) shares have been drifting lately, and that sideways action is starting to look interesting when you line it up with the company’s improving fundamentals and still modest valuation profile. See our latest analysis for ADT. At around $8.14 per share, ADT’s solid year to date share price return contrasts with its softer three year total shareholder return. This suggests sentiment has improved recently as investors reassess its growth and risk profile. If ADT’s steady reset has your...

If you are wondering whether Costco Wholesale is still worth buying at these levels, or if the best days are already priced in, you are not the only one asking that question right now. After an impressive multi year run where the stock is up 95.8% over 3 years and 151.2% over 5 years, more recent returns have cooled, with the share price down 3.2% over 7 days, 6.8% over 30 days, 5.4% year to date and 11.9% over the last year. Those moves come as investors digest a steady stream of headlines...