U.S. Industrials Stock News

Direct to consumer GLP-1 weight loss drugs are starting to reshape how money flows through large cap US retail and pharmacy chains. With employers pulling back on coverage, recurring monthly prescriptions are moving closer to the checkout counter and away from traditional insurance channels. That shift could change which companies win on store traffic, loyalty programs and cross selling. This article looks at three large US stocks from a retail and pharmacy screener that are exposed to this...

Progress Software (PRGS) is back in focus after adding agentic AI features to its Sitefinity Generative CMS, which has placed fresh attention on how this AI push might relate to the stock’s recent performance. See our latest analysis for Progress Software. The agentic AI launch in Sitefinity comes after a busy few weeks for Progress Software, which also held an M&A call and released a client-collaboration survey. It lands at a time when the stock has a 90 day share price return of 40.21% but...

In the second quarter of 2026, FormFactor, Inc. reported record results, with sales rising to US$258.24 million and net income to US$56.21 million, while also issuing third‑quarter guidance calling for around US$270 million in revenue and roughly US$0.75 in diluted EPS. Alongside these results, FormFactor expanded its partnership with Keystone Microtech in Taiwan to boost manufacturing scalability and support next‑generation AI and high‑performance computing probe card solutions, underlining...

Johnson Controls International plc recently reported its fiscal third-quarter and nine-month 2026 results, with revenue rising to US$6,614 million for the quarter and net income reaching US$749 million, alongside higher basic and diluted earnings per share from continuing operations at US$1.23. Beyond the headline growth, management pointed to surging demand for data center and thermal-management systems, backed by a record backlog and a growing pipeline in cooling distribution units and...

In late July 2026, Ardelyx was reported to be on track for higher quarterly revenues and a smaller loss per share year over year, even as analysts cut their earnings estimates and flagged a negative Earnings ESP ahead of the June-quarter results. This combination of improving headline metrics but increasingly cautious analyst expectations highlights a tension between operational progress and confidence in near-term earnings power. We’ll now examine how this growing analyst caution on...

Flowserve Corporation recently reported past second-quarter 2026 results showing sales of US$1,169.18 million versus US$1,188.09 million a year earlier, while net income increased to US$99.00 million from US$81.75 million, and it trimmed 2026 total sales growth guidance to approximately 3% but expects mid-single-digit total sales growth for the third quarter with net earnings similar to the second quarter, even with a higher tax rate. Despite slightly lower sales and a reduced full-year...

How Apollo Global Management Stock Fits Into The Current AI Debate Apollo Global Management (APO) has moved into the center of the AI conversation after publishing a white paper that links artificial intelligence adoption with slower wage growth, especially for lower paid workers. The paper highlights a gap in wage outcomes between occupations with high AI exposure and those with lower exposure following the rollout of tools such as ChatGPT. For investors looking at Apollo Global Management...

In late July 2026, ESCO Technologies (ESE) drew attention as analysts anticipated year-over-year earnings and revenue increases ahead of its August 6 quarterly report. What stands out is that this optimism was underpinned by a positive Earnings ESP and a Zacks Rank of 2, which together suggested a potential earnings beat and helped frame expectations before results were released. We’ll now examine how the anticipated year-over-year earnings and revenue improvement could influence ESCO...

Federal National Mortgage Association stock has delivered a very large 3 year return, yet the company currently carries a low value score and recent share price weakness has raised questions about how much optimism is already reflected in the price. Over the past 3 years, Federal National Mortgage Association has returned close to 12x for shareholders, which sets a high bar for future returns if the current valuation is already full. Acceptance of newer credit scoring models such as...

Regulatory milestones reshape the Joby Aviation story Joby Aviation (JOBY) has advanced in the FAA type certification process and joined the White House eVTOL Integration Pilot Program, while also deepening its manufacturing collaboration with Toyota to prepare for scaled commercial production. See our latest analysis for Joby Aviation. Despite regulatory momentum, Joby Aviation’s share price has been under pressure, with the stock down about 50% year to date and the 1 year total shareholder...

Radian Group (RDN) recently drew investor attention after its latest share price move, with the stock closing at US$38.99. The company’s mortgage insurance focused business and recent returns are now in sharper focus for portfolio reviews. See our latest analysis for Radian Group. Looking beyond the latest move to US$38.99, Radian Group’s recent 30 day share price return of 3.37% and 90 day share price return of 10.05% sit alongside a 1 year total shareholder return of 22.01%. This points to...

In July 2026, Travel + Leisure Co. reported its second‑quarter 2026 results, showing year‑over‑year increases in sales, revenue, net income and earnings per share, and confirmed that it had repurchased 1,259,003 shares for US$87.5 million between April 1 and June 30. This latest tranche brought total buybacks under the program launched in February 2010 to 137,447,606 shares for about US$7.06 billion, underscoring the company’s long‑running focus on returning capital to shareholders while...

NextDecade (NasdaqCM:NEXT) reports that construction at its Rio Grande LNG project is moving ahead of its original schedule. The company has filed a key regulatory application for a proposed Train 6 at the Rio Grande site. Management is targeting a major investment decision on Train 6 in 2027. NextDecade is building out the Rio Grande LNG facility at a time when global buyers are focused on long term access to liquefied natural gas. Faster progress at the project and the formal Train 6...

Energy markets are suddenly back at the center of the story. Tariffs, a Trump led conflict with Iran and a closed Strait of Hormuz have pushed oil and gas right into the path of inflation, interest rate debate and fragile AI driven market confidence. For investors, that mix can punish some parts of the market while creating fresh attention on others. This article focuses on 3 large energy stocks exposed to these headlines. Each one could be helped or hurt by higher for longer energy prices,...

Recent valuation work around Douglas Emmett (DEI) has put the stock back on investor radar, with its value rating and earnings outlook drawing attention to how the market is currently pricing its office and multifamily portfolio. See our latest analysis for Douglas Emmett. Over the past year, Douglas Emmett has seen mixed momentum, with an 8.04% 90 day share price return and a 6.78% year to date share price gain set against a 15.31% decline in 1 year total shareholder return. This helps...

Kulicke and Soffa Industries stock has delivered a 180.1% return over the past year, yet the broader valuation checks currently flag the shares as expensive rather than a clear bargain. For investors, that mix of strong past gains and a weak value profile raises questions about how much optimism is already reflected in the current price. Over the last 12 months, Kulicke and Soffa Industries has returned 180.1%, which sets a high bar for any further upside that investors might expect from...

Radware earnings event and what it means for investors Radware (NasdaqGS:RDWR) reported second quarter 2026 results that showed higher sales alongside lower net income and earnings per share. The figures give you fresh, concrete data to reassess how the stock fits your portfolio. See our latest analysis for Radware. Radware’s recent earnings update comes after a mixed share price run, with a 10.13% year to date share price return and a 3.40% 1 year total shareholder return. The 3 year total...

In July 2026, Alaska Air Group reported second-quarter 2026 results showing revenue rising to US$4,065 million while moving from US$172 million net income to a US$76 million net loss, with basic and diluted loss per share of US$0.68 from continuing operations. Despite higher sales and revenue over both the quarter and first half of 2026, Alaska Air Group’s swing to losses highlights the earnings pressure associated with its ongoing integration efforts, fleet initiatives, and operating cost...

Blackstone stock has delivered a 35.4% gain over the past three years, yet the latest valuation work suggests the shares trade at a premium, with both the intrinsic value estimate and market multiples pointing in the same, more cautious direction. Over the last three years, Blackstone has returned 35.4%, which gives investors some gains to weigh against a less generous current pricing signal. Excitement around Blackstone’s AI related investments and expansion into areas like energy...

Novo Nordisk (NYSE:NVO) reported that its late stage ZEUS trial of ziltivekimab in patients with atherosclerotic cardiovascular disease and chronic kidney disease did not show a statistically significant clinical benefit. The company said the trial still showed evidence of biological target engagement but will book a non cash impairment linked to the asset. Novo Nordisk confirmed that it plans to continue its research efforts in cardiovascular disease despite the ZEUS outcome. Novo Nordisk,...

USA Rare Earth stock has delivered a 47.7% return over the past three years, yet recent share price swings and its valuation checks leave investors weighing how much upside may still be reflected in today's US$14.95 price. Over the past three years, USA Rare Earth has returned 47.7%, which puts the focus on whether the recent gains already reflect the company's prospects. The planned merger with Serra Verde and the new leadership team can shape growth expectations, while integration risks...

Iridium Communications (IRDM) has drawn fresh attention after announcing a new partnership with SKYWAVE. The agreement combines Iridium’s low Earth orbit satellite network with SKYWAVE’s industrial IoT platform for heavy equipment connectivity. See our latest analysis for Iridium Communications. Over the past year Iridium Communications has seen its share price move sharply, with a 90 day share price return of 20.03% and a year to date share price return of 166.55%. The 1 year total...

Robotics and automation sit at the intersection of tight labor markets, sticky global inflation, and a growing push to lift productivity. While many regions wrestle with higher yields, shifting inflation paths, and mixed growth signals, physical AI and smart machinery offer a way for companies to do more with the staff and capital they already have. The Robotics and Automation Stocks screener focuses on businesses that aim to scale this trend efficiently rather than simply chase hype. In this...

Boston Beer earnings trigger fresh look at SAM stock Boston Beer Company (SAM) drew fresh investor attention after second quarter results showed lower revenue and earnings, yet the stock reacted constructively as management kept full year adjusted EPS guidance unchanged. The company reported second quarter revenue of US$568.34 million and net income of US$51.57 million, with management pointing to growth in SunCruiser and Angry Orchard as offsets to category pressure faced by Twisted Tea and...