U.S. Industrials Stock News

If you are wondering whether Kennametal’s current share price still offers value, you are not alone. This article is built to help you unpack what that price really implies. The stock last closed at US$40.32, with returns of 17.2% over 7 days, 38.2% over 30 days, 39.1% year to date, 87.6% over 1 year, 56.3% over 3 years, and 24.7% over 5 years. This raises fair questions about how much of the story is already reflected in the price. Recent coverage around Kennametal has focused on its...

WESCO International recently reported organic revenue growth of 12.1%, surpassing analyst expectations and pointing to stronger-than-anticipated demand across its operations. This outperformance versus forecasts suggests investors are reassessing how effectively WESCO is capturing customer spending in its core electrical and industrial distribution markets. We’ll now examine how WESCO’s better-than-expected 12.1% organic revenue growth shapes its investment narrative and future business...

In late January 2026, First Busey Corporation reported higher fourth-quarter net interest income of US$157.56 million and net income of US$60.75 million versus the prior year, while also disclosing higher net charge-offs and lower full-year earnings per share from continuing operations. On the same day, the company announced the immediate separation of long-serving executive Michael J. Maddox from his roles at Busey and Busey Bank, adding a leadership shift to an otherwise stronger quarterly...

Engaged Capital has formally nominated three director candidates to the Board of BlackLine (NasdaqGS:BL). The move raises the possibility of a proxy contest and signals pressure for changes to the company’s direction and governance. The nominations follow an ongoing engagement between Engaged Capital and BlackLine and could influence leadership and future priorities if the nominees are elected. BlackLine focuses on cloud software that automates and streamlines accounting and finance...

New smart lock launches put Fortune Brands Innovations in focus Fortune Brands Innovations (FBIN) is back on investor radars after its Yale and Master Lock brands rolled out new smart lock lines for multi-family residences and commercial buildings, aimed squarely at professional buyers. See our latest analysis for Fortune Brands Innovations. Those new Yale and Master Lock launches come at a time when momentum in Fortune Brands Innovations’ shares has picked up, with a 30 day share price...

If you are wondering whether Graco’s current share price reflects its true worth, you are not alone. This article is built to help you size up that question clearly. The stock recently closed at US$92.76, with returns of 6.2% over 7 days, 11.6% over 30 days, 12.2% year to date, 10.8% over 1 year, 36.0% over 3 years, and 37.3% over 5 years. These performance figures can influence how investors think about potential upside and risk today. Recent coverage has focused on Graco’s position in...

Prestige Consumer Healthcare (PBH) has reported Q3 2026 results with revenue of US$283.4 million and basic EPS of US$0.98, giving investors a fresh look at how its consumer health portfolio is translating into earnings power. The company has seen quarterly revenue move from US$283.8 million in Q2 2025 to US$283.4 million in Q3 2026, while basic EPS has ranged between US$0.86 and US$1.23 over that period. This sets the backdrop for trailing 12 month net profit margins that have compressed...

Why CSW Industrials’ latest earnings are drawing investor attention CSW Industrials (CSW) is back on investors’ radar after quarterly revenue and non-GAAP earnings per share came in below Wall Street expectations, with management pointing to acquisition costs, higher interest expenses, and margin pressures. See our latest analysis for CSW Industrials. The mixed earnings backdrop sits against a share price that has climbed 18.49% over the past 90 days but carries a 1-year total shareholder...

Investors may be wondering whether AXIS Capital Holdings, at around US$106.53, offers good value right now or whether most of the potential upside has already been priced in. The stock has recorded returns of 3.2% over the last week and 3.2% over the last month, with year-to-date returns of 2.2% and a 1 year return of 16.1%. The 3 year and 5 year returns are 83.1% and 142.0% respectively. Recent news coverage has focused on AXIS Capital Holdings as a major player in the insurance space...

Teradyne (NasdaqGS:TER) and MultiLane have formed a joint venture called MultiLane Test Products (MLTP). The JV is focused on test solutions for high speed data connections used in AI data center equipment. The agreement aims to address rising demand from customers in the AI data center equipment market. Teradyne, known for its automated test equipment across semiconductors and electronics, is now tying that expertise more tightly to the AI data center build out. By teaming up with...

Howmet Aerospace (HWM) is back on investors’ radar after its latest earnings topped expectations and management lifted full year guidance, with commercial aerospace engine components and fasteners playing a central role. See our latest analysis for Howmet Aerospace. That upbeat earnings report and guidance upgrade came on top of a sharp 6.45% 1 day share price return, contributing to steady gains over the past quarter and a very large five year total shareholder return. If this earnings move...

In late January 2026, ONEOK’s board added two independent directors, former Weatherford CEO Mark A. McCollum and Mountaintop Consulting CEO Precious Williams Owodunni, assigning them to key audit, compensation and governance committees. The appointments bring deep energy, finance and governance expertise to ONEOK’s board at the same time the company is increasing its quarterly dividend to US$1.07 per share. With the dividend increase as a focal point, we’ll examine how these developments...

Ivanhoe Electric (NYSEAM:IE) signed a collaboration and exploration agreement with Chilean miner SQM to search for copper across more than 2,000 km2 in northern Chile. The company is using its geophysical technologies in this program, which could lead to joint venture opportunities on any future deposits that are identified. Ivanhoe Electric took part in a White House event launching a US$12b US minerals stockpile initiative that includes a US$825m Export Import Bank letter of interest for...

Trip.com Group (NasdaqGS:TCOM) is being investigated by China's State Administration for Market Regulation over potential antitrust violations. Following this regulatory move, several law firms have launched shareholder investigations and are exploring potential class action lawsuits. The developments focus on possible impacts to the company's business practices, legal exposure, and investor interests. For investors watching Trip.com Group at a share price of $59.4, this regulatory...

Solaris Energy Infrastructure has already reshaped its business by acquiring Mobile Energy Rentals in 2024 and building its Power Solutions segment around high-margin, contracted mobile turbine leases, including a major deal with AI data center operator xAI. This shift effectively turns Solaris from a niche oilfield logistics player into a recurring-revenue distributed power provider with significant exposure to fast-growing data center power demand. Next, we’ll examine how this pivot toward...

Newmont (NYSE:NEM) has started commercial production at its Ahafo North mines in Ghana. The new operation is expected to meaningfully affect the company’s gold output and long term operating profile. The project adds another producing asset in West Africa, contributing to Newmont’s regional diversification. For you as an investor, Ahafo North fits into Newmont’s role as a large global gold producer with a portfolio spread across multiple regions. Gold miners have been in focus as investors...

If you are wondering whether PepsiCo at around US$170.49 is offering fair value or a stretch price, starting with a clear look at the numbers can help you frame that question. The stock has posted returns of 11.0% over the past 7 days, 24.4% over 30 days, 19.9% year to date, 22.6% over 1 year and 6.8% and 48.6% over 3 and 5 years respectively. This gives you a recent performance backdrop before you think about what you are paying today. Recent news coverage around PepsiCo has focused on its...

Cardinal Health (CAH) just posted its Q2 2026 numbers, with revenue of about US$65.6b, basic EPS of US$1.98 and net income excluding extra items of US$467m setting the tone for the latest update. Over the last few quarters the company has seen revenue move from US$55.3b in Q2 2025 to US$60.2b in Q4 2025, US$64.0b in Q1 2026 and now US$65.6b in Q2 2026. Basic EPS stepped through US$1.65, US$1.00, US$1.89 and US$1.98 over the same periods, which feeds into trailing twelve month EPS of US$6.97...

DT Midstream (DTM) has announced a leadership reshuffle, with longtime CEO David Slater moving to Executive Chairman and current Chief Operating Officer Christopher Zona taking on the additional role of President. See our latest analysis for DT Midstream. The leadership changes come as DT Midstream’s share price has gained momentum, with a 30 day share price return of 7.99% and a 90 day share price return of 12.79%, contributing to a 1 year total shareholder return of 30.26% and a 3 year...

In recent sessions, Quanta Services drew attention as investors focused on its upcoming February 19, 2026 earnings release and expectations for higher earnings and revenue compared with the prior year. Beyond the near-term results, the company’s large project backlog and role in upgrading power infrastructure for AI-driven data centers underline its importance to long-term grid investment themes. With this context, we’ll explore how rising demand for power infrastructure tied to AI data...

First Horizon (NYSE:FHN) has declared new dividends on its common stock. The company also announced fresh dividend payments across multiple preferred stock series. The decision affects both income focused common shareholders and holders of its preferred securities. For investors watching NYSE:FHN, the latest dividend declarations come with the stock trading around $26.23. Over the past year, the share price has returned 21.0%, and 99.8% over five years, while the year to date move sits at...

Columbia Sportswear (COLM) is back in focus after its latest quarterly update, where earnings and profitability came in ahead of Wall Street estimates and 2026 guidance pointed to growth in both net sales and earnings. See our latest analysis for Columbia Sportswear. The earnings beat and upbeat 2026 guidance helped spark a sharp shift in sentiment, with a 1 day share price return of 3.27% and a 90 day share price return of 22.06%. However, the 1 year total shareholder return is still...

InvenTrust Properties (IVT) has drawn fresh attention after recent trading, with the share price last closing at US$30.42. For investors, the focus now is how this essential retail REIT’s fundamentals line up with that price. See our latest analysis for InvenTrust Properties. While InvenTrust’s share price slipped 0.78% over the last session to US$30.42, the 30 day share price return of 5.44% and 90 day gain of 10.62% suggest momentum has been building on top of a 5 year total shareholder...

Berkshire Hathaway has entered a new era as Warren Buffett stepped down as CEO at the end of 2025, with Greg Abel taking the helm and moving to reshape the conglomerate’s portfolio, including plans to sell its long-held stake in Kraft Heinz. This leadership handover coincides with Berkshire controlling more than US$380 billion in cash and seeing its investments in five Japanese trading houses grow to a value approaching US$40 billion, giving Abel significant financial room to recalibrate the...