U.S. Industrials Stock News

In the first half of 2025, PJT Partners reported that fund asset-backed securities (ABS) issuance reached a record high, highlighting a surge in activity within the fund finance sector. This momentum reflects growing enthusiasm among asset managers for fund ABS, underscoring the expanding significance of fund finance advisory services. We'll examine how heightened demand for fund ABS is shaping PJT Partners' investment narrative in the current fund finance landscape. Trump has pledged to...

On August 18, 2025, Masimo announced that Board member William Jellison had resigned without disagreement, and the company received FDA 510(k) clearance for expanded indications of its O3 Regional Oximetry system, now authorized for use across all patient groups including pediatric and neonatal cases. This clearance allows Masimo’s O3 technology to be adopted more widely in both cerebral and somatic settings, potentially expanding its reach and clinical relevance within hospital monitoring...

Shares of investment banking firm Evercore advanced after Federal Reserve Chair Jerome Powell's dovish remarks at the Jackson Hole Symposium hinted at a possible interest-rate cut, triggering a rally across financial stocks. An anticipated shift toward lower interest rates can foster greater economic activity and boost deal-making, which is typically advantageous for advisory firms like Evercore. We'll explore how expectations of lower interest rates could strengthen Evercore's growth...

In recent months, China Yuchai International received a significant boost in analyst sentiment, with its full-year earnings estimates rising by 37.2% and an upgrade to a top analyst rating. This increase in analyst confidence points to improved earnings expectations, signaling a more optimistic view of the company’s future prospects. These developments come amid a period when the company’s earnings outlook has been shaped by sector challenges, but momentum from higher consensus estimates...

On August 19, 2025, Houlihan Lokey, Inc. and its subsidiaries amended their credit agreement, increasing revolving commitments from US$100 million to US$150 million, reducing interest and fees, and extending the facility's maturity to August 19, 2030. This amendment significantly boosts the company's financial flexibility and lowers its borrowing costs, positioning Houlihan Lokey to better pursue growth initiatives and manage its balance sheet. We’ll examine how the expanded revolving credit...

Horace Mann Educators (NYSE:HMN) caught investor attention this week after revealing that Stephen J. McAnena, its Executive Vice President and Chief Operating Officer, has stepped down from his officer role. With McAnena staying on for a transition period through early next year, the company is signaling stability, but such executive departures always prompt questions about strategic direction. For anyone holding or eyeing the stock, this development offers a reason to check if company...

H&R Block reported fourth quarter results showing increases in revenue and net income, announced a higher quarterly dividend for the eighth consecutive year, and issued guidance for fiscal 2026; the company also revealed that CEO Jeffrey J. Jones II and Chief Accounting Officer Kellie J. Logerwell will retire at the end of 2025, with successors named for both positions. The combination of financial performance and leadership transitions highlights the company's continued focus on shareholder...

Earlier this week, Power Integrations launched a new reference design kit specifically for solar-powered race cars, providing technology support and hardware to student teams competing in the Bridgestone World Solar Challenge in Australia. This initiative highlights the company's push to showcase its high-efficiency InnoSwitch3-AQ IC with PowiGaN gallium-nitride technology in real-world, high-performance renewable energy applications. We'll examine how the debut of a solar race car kit...

If you’ve been following Alibaba Group Holding (NYSE:BABA), this recent run-up in the stock may have caught your eye. The latest boost appears to ride on a wave of optimism for Chinese equities as they rebound from last year’s lows. Notably, Alibaba has made headlines with its deepening involvement in AI, stronger results from its AliCloud division, and, just announced, a step forward in the global video distribution game due to Youku’s participation in a major patent pool. This positive...

Trying to decide what to do with Celsius Holdings stock? You are far from alone. Investors everywhere are debating whether CELH has more room to run, or if the impressive climb has taken some of the fizz out of future returns. Over the past year, Celsius Holdings has delivered an eye-popping 55.6% total return. Stretch that out five years and you are looking at a nearly 800% surge. This remarkable growth easily outpaces most of its industry peers. Even in the last three months, the stock has...

If you have been watching Carvana lately, you are not alone. Whether you are a longtime shareholder or just eyeing the stock for your next move, Carvana has definitely been on a roller coaster. The last year has seen its stock price soar by an astonishing 124%, and the gains in the past three years are even more eye-popping, up over 900%. That sort of performance tends to grab attention. With a 79% jump since the start of the year, plenty of investors are wondering whether there is still gas...

QuantumScape recently expanded its collaboration with Volkswagen’s battery subsidiary, PowerCo, introducing up to US$131 million in milestone payments, and signed a joint development agreement with another major global automotive manufacturer. This move enhances QuantumScape’s path toward commercialization and expands its potential licensing opportunities beyond its existing partnership network. We’ll take a look at how this broadened automaker collaboration could reinforce QuantumScape’s...

If you have been watching Amphenol stock lately, you are not alone, and you are probably asking yourself whether now is the right time to add APH to your portfolio or wait for a better entry point. The last five years have been a wild ride, with the stock more than tripling over that period. In just the past year, Amphenol’s total return hit an impressive 63.9%, outpacing even bullish expectations. Momentum has carried through 2024 as well, with the price up 58.5% year to date and now trading...

This week, Travel + Leisure (TNL) made a noteworthy move in its balance sheet playbook by issuing $500 million in senior secured notes, set to mature in 2033 with an interest rate just below 6.2%. The fresh capital is earmarked primarily to retire older 6.6% notes due next year and reduce borrowing from existing credit facilities. For investors, these steps suggest management is working to lower the company’s interest expenses and stretch out repayment timelines. This approach may free up...

Boise Cascade Company recently announced a 5% increase in its quarterly dividend to common stockholders, with the next payout scheduled for September 17, 2025, to shareholders of record as of September 2, 2025, and also reported active share repurchases under its current buyback program. These actions signal the company's ongoing commitment to rewarding shareholders through both regular dividends and share buybacks, which can be viewed as a sign of management's confidence in Boise Cascade's...

If you are staring at Nucor's ticker and wondering what to do next, you are not alone. The stock's recent climb has many investors reevaluating their assumptions, especially as the broader steel industry wrestles with trade news and ever-changing tariffs. Nucor's price has not only bounced back 36% over the last three months and nearly 30% so far this year, but that momentum seems all the more interesting given the current news cycle. Tensions around steel tariffs, particularly between the...

Randy L. Pigg, Vice President and Controller at Vulcan Materials, recently sold 650 shares after the company's second-quarter earnings call highlighted solid performance. Analyst optimism around growing infrastructure and data center demand is emerging as a key driver for Vulcan Materials, even as residential sectors face headwinds. We'll take a look at how robust infrastructure and data center demand signals may shift Vulcan Materials' investment narrative moving forward. These 13 companies...

If you have been following DENTSPLY SIRONA (XRAY), the company’s latest comments may have given you a reason to look twice at the stock. The new CEO has signaled a clear pivot in strategy, moving away from making disruptive changes and instead doubling down on operational execution. That means focusing on integrated digital workflows and streamlining the customer experience, especially across product lines like EDS and Wellspect. Some believe this approach could set the stage for a steadier,...

Duke Energy (DUK) has quietly gained attention from investors, thanks to a steady climb in its share price over the past month. There may not be a single headline-driving event this week, but the recent and consistent uptick is raising fresh questions for those weighing whether to buy, hold, or sell. As one of the largest regulated utilities in the US, Duke Energy attracts notice when its valuation metrics or subtle price shifts start to diverge from typical sector patterns. So far this year,...

On August 22, 2025, Albany International's Board of Directors declared a quarterly dividend of $0.27 per share on its Class A Common Stock, payable October 7, 2025 to shareholders of record as of September 2, 2025. This announcement follows a missed Q2 earnings expectation, ongoing operational challenges, and news of a securities law investigation, heightening uncertainty about the company's financial health. We will explore how persistent earnings pressures and increased regulatory scrutiny...

Darden Restaurants recently reported fourth quarter results, with adjusted earnings per share of $2.98 coming in slightly above Wall Street expectations and providing guidance for full-year adjusted EPS between $10.50 and $10.70. The company also confirmed its upcoming fiscal 2026 first quarter earnings call, reflecting transparency and a sustained focus on stable outlook communication. We'll explore how surpassing quarterly earnings forecasts may influence Darden Restaurants' broader...

If you’re tracking Upwork (UPWK) and considering whether now is the time to make a move, the company just gave investors something new to consider. Upwork has launched Lifted, its wholly owned enterprise subsidiary, which bundles talent sourcing, contracting, and workforce management into one solution tailored for the complex realities of large organizations. This is not just another incremental product tweak. With Lifted’s rollout, Upwork is signaling a serious push to capture more share of...

Valmont Industries recently reported that its earnings per share increased by 35% over the last year, driven by strong profitability gains. Insider ownership remains significant and CEO pay is below peers, highlighting management's alignment with shareholders and an ongoing focus on value creation. To understand how robust insider alignment and earnings growth may reshape Valmont Industries' investment case, let’s explore the latest developments. The end of cancer? These 27 emerging AI...

Trying to figure out what to do with Eaton stock right now? You are not alone. Whether you have been riding Eaton's remarkable climb or are just joining the conversation, you can sense the big questions in the air: is Eaton still a buy after such a strong run, or has the opportunity already passed? Let us look at how Eaton has made headlines lately. Over the past year, the stock has delivered an impressive 17% total return, easily outpacing plenty of industrial peers. Its three-year and...