U.S. Industrials Stock News

Bread Financial Holdings (BFH) has moved to unwind capped call transactions linked to its 4.25% Convertible Senior Notes due 2028, a step that could retire about 1.5 million shares by late February 2026. See our latest analysis for Bread Financial Holdings. The capped call unwind caps off an active period for Bread Financial. The company has also completed a US$160 million buyback, retiring about 5.6% of its shares, and recently presented to investors at a UBS financial services conference...

Johnson Controls International (NYSE:JCI) has attracted fresh attention after reporting first quarter revenue of US$5,797 million and net income of US$524 million, along with higher earnings per share from continuing operations compared with a year earlier. See our latest analysis for Johnson Controls International. The recent earnings release and the omnibus shelf registration appear to have coincided with stronger interest in Johnson Controls International, with the 30 day share price...

Knight-Swift Transportation Holdings (KNX) is back in focus after its board declared a higher quarterly cash dividend of $0.20 per share, alongside management’s cautious optimism about trucking conditions as regulators tighten oversight of CDL training schools. See our latest analysis for Knight-Swift Transportation Holdings. The higher dividend and management’s comments come after a strong run in the share price, with a 43.49% 3 month share price return and 14.65% year to date. The 1 year...

The Bancorp recently reported a weaker-than-expected Q4, with revenue and tangible book value per share coming in below analyst estimates due to softer transaction volumes, net interest margin compression, and an unexpected legal settlement cost. Management linked much of the shortfall to the prolonged government shutdown’s impact on fintech-related transaction activity and deposit flows, highlighting how exposed the business is to shifts in customer usage and broader policy...

Earnings date and debt moves put Calumet in focus Calumet (CLMT) is back on investor radar after the company set February 27 for its fourth quarter and full year 2025 earnings release and conference call, paired with fresh attention on recent balance sheet moves. In January, Calumet completed a $405 million private placement of senior notes due 2031. Management indicated the proceeds are earmarked to address 2026 and 2027 maturities and to support more than $220 million of restricted group...

If you are trying to figure out whether Bitgo Holdings at around US$10.87 is a bargain or a value trap, starting with a clear view of what the current price reflects can help you frame the opportunity and the risks. The stock has seen a 1.4% decline over the last 7 days and a 41.2% decline year to date, which can change how the market views its growth potential and risk profile. Recent coverage around Bitgo Holdings has focused on its role in digital asset custody and broader crypto market...

Investors may be wondering whether Devon Energy at around US$44.04 is offering good value right now, or if most of the opportunity is already priced in. The stock has returned 1.3% over the last 7 days, 21.7% over the last 30 days, 16.3% year to date, 29.8% over 1 year, and 164.3% over 5 years, while the 3 year return sits at a 7.4% decline. This gives a mixed picture of how the market has treated the shares over time. Recent coverage has focused on Devon Energy's position in the US energy...

In early February 2026, First Industrial Realty Trust reported higher fourth-quarter 2025 revenue of US$188.41 million and net income of US$78.85 million, issued 2026 net income guidance of US$1.58–US$1.68 per share, and approved a quarterly dividend increase to US$0.50 per share. While full-year 2025 sales rose to US$727.08 million, net income and earnings per share declined versus 2024, making the double-digit dividend hike a particularly important signal about management’s confidence in...

If you are wondering whether Valaris is still reasonably priced after its recent run, this article walks through what the current share price might be implying about the company’s underlying value. The stock closed at US$88.96, with returns of 11.5% over 7 days, 64.8% over 30 days, 70.6% year to date and 98.6% over the past year. This has put valuation questions front and center for many investors. Recent coverage has focused on Valaris as an offshore drilling contractor and how sentiment...

In February 2026, Black Hills Corporation reported past fourth-quarter 2025 results showing sales of US$635.5 million and net income of US$104.9 million, with diluted earnings per share from continuing operations of US$1.39. For the full year 2025, Black Hills grew sales to US$2.31 billion and net income to US$291.6 million, with diluted continuing EPS of US$3.98, highlighting consistent year-on-year earnings expansion. We’ll now consider how this earnings growth, particularly the full-year...

Comcast (NasdaqGS:CMCSA), Classiq and AMD completed a trial using quantum algorithms to improve network routing resilience for internet delivery. The partners tested quantum driven routing on Comcast infrastructure to support more reliable service and uptime. The trial marks one of the first telecom applications of quantum computing focused on real world network operations. For Comcast, a major broadband and media provider, network reliability is central to its business model. The shift...

Trump Media & Technology Group (DJT) is in the spotlight after Truth Social Funds submitted filings to launch two cryptocurrency ETFs tied to Cronos, Bitcoin, and Ethereum, with staking rewards and Crypto.com handling custody and liquidity. See our latest analysis for Trump Media & Technology Group. The ETF filings arrive after a sharp pullback, with a 1 month share price return of 28.55% decline and a 1 year total shareholder return of 64.92% loss. This suggests recent enthusiasm has cooled...

In February 2026, activist investor Impactive Capital escalated pressure on WEX Inc. by launching a proxy contest, nominating four directors and criticizing the company’s operating margins, governance, and long-term performance versus peer Corpay. This challenge comes after WEX completed a US$1.88 billion share repurchase program and reported higher quarterly earnings per share despite largely flat full-year net income, sharpening the focus on how capital has been deployed. We’ll now examine...

Why Canaan’s latest numbers matter for shareholders Canaan (NasdaqGM:CAN) just released fourth quarter and full year 2025 results, fresh earnings guidance for the first quarter of 2026, and January Bitcoin production data, giving investors several new reference points to assess the stock. For the fourth quarter ended December 31, 2025, Canaan reported revenue of US$196.27 million, compared with US$88.77 million a year earlier. The company recorded a net loss of US$85.04 million for the...

Why Empire State Realty Trust Stock Is Back on Investors’ Radar Empire State Realty Trust (ESRT) just paired fresh leasing wins with tenants like TJ Maxx, JP Morgan Chase Bank, Burlington Stores, and Nespresso with updated earnings guidance and recent quarterly results that have caught investor attention. See our latest analysis for Empire State Realty Trust. Even with fresh leases, updated guidance and the recent SoHo acquisition, Empire State Realty Trust’s share price tells a mixed story,...

RLJ Lodging Trust (RLJ) has fully refinanced its debt maturities through 2028 by extending its revolver, reshaping term loans, and refinancing 2026 secured debt to push the next maturity out to 2029. See our latest analysis for RLJ Lodging Trust. At a share price of $8.29, RLJ Lodging Trust has seen an 8.2% 1 month share price return and a 13.7% 3 month share price return, yet its 1 year total shareholder return of 7.9% decline shows that recent momentum is still working to offset a weaker...

In recent weeks, MSCI has combined an earnings beat and raised outlook with significant insider buying by CEO Henry A. Fernandez, alongside an upcoming CFO presentation at the UBS Financial Services Conference held earlier this month. These actions, together with ongoing share repurchases and renewed positive coverage from major banks, highlight strong internal and external confidence in the resilience of MSCI’s index, ESG, and analytics franchise. Against this backdrop of substantial...

Constellation Energy recently completed its US$26.60 billion acquisition of Calpine and, through Calpine, announced a new 380 MW power agreement with data center operator CyrusOne in Texas, alongside appointing Alan Armstrong to its Board and key committees earlier this year. These moves deepen Constellation’s role as a key power supplier to hyperscale data centers while expanding its nuclear and gas fleet oversight through added board expertise. Next, we’ll examine how the CyrusOne data...

Why Fox stock is on investors’ radar today Fox (FOXA) has drawn attention after a recent move in its share price, with the stock showing a 0.1% gain over the past day but a 10.9% decline over the past week. See our latest analysis for Fox. At a share price of $56.43, Fox’s recent 7 day and 30 day share price returns of 10.95% and 21.61% declines highlight fading short term momentum, despite 3 year and 5 year total shareholder returns of 62.38% and 76.50%. If Fox’s recent pullback has you...

Recent analyst calls around Globus Medical (GMED) have sharpened the market’s focus on the stock, following positive preliminary fourth quarter revenue, commentary on margin expansion, and fresh coverage tied to Nevro, international growth, and enabling technologies. See our latest analysis for Globus Medical. The recent upgrade and new coverage come after a period where short term share price momentum has cooled, with a 30 day share price return showing a 4.78% decline. In contrast, the 3...

Charles River Laboratories International (NYSE:CRL) has appointed Glenn G. Coleman as Chief Financial Officer. The company has also named Kerry Dailey as Chief Legal Officer, expanding its senior leadership bench. These leadership changes are aimed at reinforcing financial oversight, legal governance, and corporate compliance. Charles River Laboratories operates as a key partner for pharmaceutical and biotech companies, supporting drug discovery, preclinical research, and related services...

Why Southwest Airlines stock is drawing fresh attention Southwest Airlines (LUV) is back on many investors’ screens after a recent share price move, inviting a closer look at how its current valuation lines up with its fundamentals and recent returns. See our latest analysis for Southwest Airlines. The recent 6.16% 1 day share price return and 25.83% 30 day share price return have come on top of a 69.99% 90 day share price return. At the same time, the 1 year total shareholder return of...

The Brink’s Company has appointed Adrian Button as executive vice president and president of Brink’s North America, effective February 16, 2026, adding him to the executive leadership team reporting to CEO Mark Eubanks. With more than 30 years of global operational leadership at GE, NCR, and Carrier overseeing multibillion-dollar businesses and large-scale supply chains, Button’s background directly aligns with Brink’s focus on operational efficiency and service quality in North...

Marvell Technology (NasdaqGS:MRVL) is integrating its acquisitions of Celestial AI and XConn Technologies into its data center hardware portfolio. The company is combining photonic fabric technology from Celestial AI with switching silicon from XConn to support memory disaggregation and high bandwidth connectivity. Marvell is reallocating focus away from legacy storage components toward specialized chips for next generation data center infrastructure. For you as an investor, this shift sits...