U.S. Industrials Stock News

The Morning Bull - US Market Morning Update Thursday, Feb, 19 2026 US stock futures are slightly higher this morning, with E mini S&P 500 contracts up about 0.1%, as investors weigh stronger economic data against the prospect of interest rates staying elevated for longer. The US 10 year Treasury yield is pushing toward 4.1% after Federal Reserve minutes pointed to only two rate cuts this year and maybe a third, which effectively means borrowing costs for mortgages, credit cards and business...

Pitney Bowes (PBI) just closed out FY 2025 with fourth quarter revenue of US$477.6 million and basic EPS of US$0.17, alongside trailing twelve month EPS of US$0.84 on revenue of US$1.9 billion, setting a clear earnings tone for the year. Over recent periods the company has seen quarterly revenue move from US$516.1 million in Q4 2024 to US$477.6 million in Q4 2025. Over the same timeframe, basic EPS shifted from a loss of US$0.23 to a profit of US$0.17, and trailing net margin widened from...

ConocoPhillips (NYSE:COP) is leading a US$2.1b investment to restart production at three oil fields in Norway's Greater Ekofisk area. The project focuses on bringing long-life offshore assets back into operation in a mature but still important North Sea region. This move signals a renewed commitment to large offshore developments and longer duration projects outside the United States. For you as an investor, this kind of project sits squarely in ConocoPhillips' core business of exploration...

Astera Labs, Inc. ( NASDAQ:ALAB ) shareholders will have a reason to smile today, with the analysts making substantial...

West Pharmaceutical Services (WST) has paired a new share repurchase plan of up to US$1b with its regular US$0.22 quarterly dividend and recently reported 2025 results, giving investors several capital return angles to weigh. See our latest analysis for West Pharmaceutical Services. Those buyback and dividend decisions come after a mixed stretch for the stock, with a 1 day share price return of 2.08%, a 30 day share price return decline of 4.44%, and a year to date share price return decline...

Garmin (GRMN) has just posted another solid quarter for FY 2025, with Q3 revenue of US$1.8b and basic EPS of US$2.09, alongside trailing 12 month revenue of about US$6.9b and EPS of US$8.16 that frame the latest print in a broader context. The company has seen quarterly revenue move from US$1.5b in Q2 2024 to around US$1.8b in both Q2 and Q3 2025, while basic EPS has ranged from US$1.57 in Q2 2024 to just over US$2.08 in recent quarters. This sets the stage for investors to focus on how net...

Blue Bird Corporation (NasdaqGM:BLBD) plans to acquire Girardin Group's stake in Micro Bird Inc., taking full ownership of the long running joint venture. The deal focuses on expanding Blue Bird's presence in the North American market for compliant shuttle buses. The transaction consolidates control of a key manufacturing operation and broadens the company's product lineup. Blue Bird, best known for its school buses, is leaning further into the broader commercial transportation space with...

Alight (ALIT) has reshaped its senior ranks by appointing Karen Frost to lead Health and Navigation and Kevin Curry to head Leaves, as investors watch closely ahead of the upcoming Q4 2025 earnings release. See our latest analysis for Alight. Those leadership moves come after a tough stretch for holders. The 30 day share price return shows a 16.56% decline and the 1 year total shareholder return shows a 79.57% decline, suggesting momentum has been fading even as investors look to upcoming...

Teleflex announced it would host a conference call on February 26, 2026, to review its fourth-quarter 2025 results and provide an operational update, with live and replay audio available via the company’s website. This update comes soon after the abrupt departure of CEO Liam Kelly and the launch of a securities fraud investigation, raising fresh questions about governance and operational continuity. We’ll now examine how the CEO’s immediate departure and related securities fraud...

Central Garden & Pet (NasdaqGS:CENT) expanded its stock repurchase program by an additional US$100 million. The company also appointed Kay M. Schwichtenberg, an industry executive with over 40 years of experience, to its Board of Directors. These board and capital allocation moves are recent developments that have not yet been widely discussed by investors. Central Garden & Pet, known for its pet and garden products portfolio, sits in the middle of long term trends such as rising pet...

Short interest in First Solar (FSLR) has fallen 10.09%, with 7.59 million shares now sold short, or 9.09% of the float. This has prompted fresh questions about shifting sentiment around the stock. See our latest analysis for First Solar. At a share price of $238.57, First Solar has seen a 5.54% 1 day share price return and a 4.76% 7 day share price return, while the year to date share price return is a 13.04% decline and the 1 year total shareholder return is 46.81%. This suggests that...

National Health Investors (NHI) recently hit a 52 week high of $90.58 after announcing plans to acquire nine healthcare properties for $105.5 million, as well as additional investments across Kentucky, South Carolina, and Tennessee. See our latest analysis for National Health Investors. The recent property acquisitions come after a strong run, with the share price at $88.95 posting a 30 day share price return of 10.95% and a year to date share price return of 15.75%. The 1 year total...

Realty Income (NYSE:O) is expanding beyond its traditional property mix with new commitments in logistics and gaming assets. The company recently announced a $1.5 billion partnership focused on logistics properties and an $800 million preferred equity investment in gaming real estate. These moves mark a shift in how Realty Income is positioning its portfolio for future income sources. Realty Income, trading at around $65.07 per share, has delivered a 23.6% return over the past year and...

Principal Financial Group, Inc. recently announced a first-quarter 2026 cash dividend of US$0.80 per share, a one-cent increase over the prior quarter and 7% higher than the same period a year earlier, alongside updates that it completed share repurchases totaling 16,965,356 shares for US$1.50 billion across previously announced buyback programs. The company also reported full-year 2025 revenue of US$15,625.5 million and net income of US$1,185.1 million, framing its higher dividend and...

Wondering if Sun Communities at around US$129.99 is offering fair value or a potential mispricing opportunity? This article walks you through what the numbers actually suggest. The stock has returned 1.7% over the last 7 days, 6.4% year to date and 10.9% over the last year, while the 30 day return sits at a slight 0.2% decline and the 3 and 5 year returns are 4.4% and 0.9% declines respectively. Recent coverage of Sun Communities has focused on its role as a large US real estate owner and...

KBR (KBR) shares are in focus after the company agreed to a 10 year general maintenance services contract with Petro Rabigh, using AI and machine learning tools to support key polymer plants in Saudi Arabia. See our latest analysis for KBR. KBR’s recent client wins in Saudi petrochemicals and US space programs come against a mixed backdrop, with a 1 day share price return of 2.16% and a 1 year total shareholder return decline of 17.23%, while the 5 year total shareholder return of 36.67%...

If you are wondering whether Toast's current share price still makes sense, you are not alone. This article will walk through what the market might be pricing in today and how that lines up with different valuation checks. Toast's share price closed at US$27.67, with returns of a 1.2% decline over the last 7 days, a 17.5% decline over 30 days, an 18.7% decline year to date and a 30.8% decline over the past year, set against a 37.3% return over the last 3 years. Recent headlines around Toast...

Some Saia, Inc. ( NASDAQ:SAIA ) shareholders may be a little concerned to see that the Executive VP & Chief Customer...

The analysts covering Forrester Research, Inc. ( NASDAQ:FORR ) delivered a dose of negativity to shareholders today, by...

Just because a business does not make any money, does not mean that the stock will go down. For example, although...

Envoy Medical, Inc. ( NASDAQ:COCH ) shareholders (or potential shareholders) will be happy to see that insider Glen...

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

United Fire Group, Inc. ( NASDAQ:UFCS ) stock is about to trade ex-dividend in 4 days. The ex-dividend date occurs one...

Just because a business does not make any money, does not mean that the stock will go down. For example, although...