U.S. Industrials Stock News

Nomad Foods Limited recently declared a 13% increase in its quarterly cash dividend to US$0.17 per share, payable August 26, 2025, to shareholders of record as of August 11, 2025. This dividend hike highlights management's confidence in the company's ongoing financial performance and commitment to rewarding shareholders through higher payouts. Next, we’ll examine how Nomad Foods’ enhanced shareholder returns could influence its investment narrative and outlook for earnings growth. Outshine...

The Wendy's Company recently appointed Pete Suerken as President, U.S., effective July 22, 2025, succeeding Abigail Pringle after her departure and transition period. Suerken brings deep supply chain expertise from his leadership at Wendy's Quality Supply Chain Co-op, which may signal operational enhancements for the U.S. business. We'll assess how the addition of a supply chain specialist as U.S. President could influence Wendy's current investment narrative and outlook. We've found 22 US...

Ardelyx recently faced analyst downgrades, as consensus forecasts for the June 2025 quarter shifted to a larger year-over-year earnings decline despite higher revenue expectations. This shift highlights growing caution among analysts, who now anticipate increased revenue may not fully offset profit pressures ahead of the company’s next results announcement. We'll explore how widening analyst caution might reshape Ardelyx's investment narrative and outlook for earnings momentum. These 18...

Apollo Commercial Real Estate Finance recently reported its financial results for the second quarter and first half of 2025, posting quarterly net income of US$20.74 million and a six-month net income of US$46.73 million following a loss in the prior year period. While quarterly profit and earnings per share declined compared to the previous year, the company achieved a significant turnaround with positive half-year results versus last year’s net loss. We’ll explore how this shift from a...

On July 21, 2025, Agilysys, Inc. reported first-quarter revenue of US$76.68 million and announced updated fiscal year 2026 guidance, raising its full-year subscription revenue growth target to 27% year-over-year while maintaining total revenue expectations between US$308 million and US$312 million. An interesting point is that the company’s updated subscription growth guidance excludes material revenue from a major property management system project currently underway, highlighting the...

Patrick Industries released its second quarter and half-year 2025 results, with quarterly sales rising to US$1.05 billion but net income falling to US$32.44 million, compared to the same periods last year. Despite year-over-year revenue growth, lower net income and reduced earnings per share hint at margin compression and operational cost pressures for the company. We'll now consider how the higher sales but lower profitability in the latest report may reshape Patrick Industries’ investment...

Dyne Therapeutics recently reported a net loss of US$110.86 million for the second quarter of 2025, while highlighting FDA Breakthrough Therapy Designation for its DYNE-101 therapy in myotonic dystrophy type 1 and completed patient enrollment for its DYNE-251 trial in Duchenne muscular dystrophy. The company also bolstered its financial runway through a US$275 million non-dilutive loan facility and a US$230 million public offering, helping to fund operations toward potential commercial drug...

Evolv Technologies Holdings recently renewed its Evolv Express® subscription agreement with Major League Soccer's Columbus Crew, extending the use of ten advanced security screening systems at Lower.com Field, which hosts over 2.1 million guests and multiple high-profile events. This renewal highlights strong customer retention and broadening acceptance of Evolv’s AI-driven security solutions among U.S. professional sports teams and entertainment venues worldwide. We'll explore how continued...

Rogers Corporation recently reported lower second quarter earnings, with sales of US$202.8 million and a net loss of US$73.6 million compared to a profit a year earlier, and issued cautious third-quarter guidance expecting net sales between US$200 million and US$215 million and diluted earnings per share between US$0.00 and US$0.40. This combination of weaker results and modest guidance highlights ongoing operational and financial pressures for the company amidst a challenging market...

On July 31, 2025, Vericel Corporation announced its second quarter 2025 results, with revenue rising to US$63.24 million and quarterly net loss narrowing to US$553,000 compared to the prior year. In addition to reporting higher revenue and improved profitability, the company reaffirmed its full-year guidance, signaling confidence in the outlook for its core product lines and gross margin targets. We'll examine how Vericel's reaffirmed full-year guidance and improved quarterly financials...

On July 31, 2025, CCC Intelligent Solutions Holdings reported its second quarter results, showing year-over-year sales growth to US$260.45 million, but a decrease in net income to US$12.96 million, and also provided updated revenue guidance for the third quarter and full year 2025. An interesting insight is that while sales rose, a shift to a net loss over the six-month period highlights ongoing cost or margin pressures despite revenue momentum. We’ll examine how the updated revenue guidance...

LKQ Corporation recently reported its second quarter and six-month 2025 results, revealing lower sales but higher net income year-over-year, and affirmed a quarterly dividend of US$0.30 per share payable in late August. The company also lowered its full-year 2025 earnings and organic revenue growth guidance, while announcing further share repurchases and outlining expectations of lower performance for its core parts and services division compared to its previous outlook. With LKQ adopting a...

On July 29, 2025, the Board of Directors at American States Water approved an increase in the third quarter 2025 cash dividend to US$0.5040 per share, up from US$0.4655 per share, payable on September 3 to shareholders of record by August 15. This marks another step in the company's pattern of regular dividend increases, a factor that investors often watch as an indicator of financial health and management’s confidence in future cash flows. We will now examine how this recent dividend...

Laureate Education recently raised its full-year 2025 revenue guidance by US$55 million due to more favorable foreign currency rates, now projecting revenues between US$1.62 billion and US$1.63 billion and organic constant currency revenue growth of 6%-7% versus 2024. This updated outlook follows the release of the company’s second-quarter results, which showed higher sales year-over-year but lower net income and earnings per share compared to the previous year. We’ll consider how the...

National Beverage Corp. reported stronger-than-expected Q4 2025 revenue and highlighted robust volume performance, buoyed by the recent launch of new LaCroix variants earlier this year. This product innovation appears to be helping the company overcome headwinds in a difficult consumer landscape, demonstrating adaptability to shifting market conditions. We’ll explore how new LaCroix offerings are shaping National Beverage’s investment narrative amid evolving consumer preferences. Find...

Knife River is expected to report its June 2025 quarter results on August 5, with analysts forecasting a year-over-year earnings decline but higher revenues. Market focus is intense as the company is seen as likely to surpass consensus EPS estimates, with analyst signals highlighting a potential for performance above expectations. We'll explore how anticipation of an earnings beat, driven by positive analyst indicators, could influence Knife River's investment outlook. AI is about to change...

Coca-Cola Consolidated recently reported its second-quarter and six-month 2025 earnings, posting year-over-year growth in quarterly sales and net income but a decline in first-half net income compared to last year. The company also completed a substantial tranche of its previously announced share buyback program, repurchasing over US$86.05 million worth of shares. We’ll examine how increased quarterly sales and the completion of the buyback could shape Coca-Cola Consolidated’s investment...

BioMarin Pharmaceutical recently appointed Ian T. Clark, former CEO of Genentech, to its Board of Directors, with the announcement taking effect on August 1, 2025. This move brings significant industry experience to BioMarin’s leadership, complementing rising analyst optimism ahead of the company's upcoming quarterly earnings report. We'll explore how bringing Ian T. Clark onto the board could reinforce BioMarin's investment narrative and long-term growth prospects. The end of cancer? These...

Insight Enterprises recently reported its second quarter and six-month financial results, revealing that revenue declined to US$2,091.48 million and net income dropped to US$46.93 million for the quarter ending June 30, 2025, compared to the same period last year. The decrease in both earnings per share and overall profitability highlights ongoing pressure on the company's core operations and potential challenges in service and software revenue streams. We'll consider how this decline in...

Perdoceo Education Corporation recently reported strong second quarter results, highlighted by revenue of US$209.58 million, an increased quarterly dividend, and the announcement of a new US$75 million share buyback authorization. Alongside these updates, the company also raised its earnings guidance for both the upcoming quarter and the full year, reinforcing management’s focus on shareholder returns and operational performance. We'll explore how the new buyback program underpins Perdoceo's...

Recently, The New York Times acknowledged that a child featured in a front-page Gaza famine report was actually suffering from an unrelated preexisting health condition, prompting criticism of its editorial practices. This correction has sparked a wider conversation about journalistic standards and transparency in high-profile crisis coverage. We'll examine how questions around editorial oversight and transparency factor into The New York Times' long-term investment story. These 18 companies...

M/I Homes recently reported its second-quarter results, with revenue reaching US$1.16 billion compared to US$1.11 billion a year earlier, but net income and diluted earnings per share both declining year-over-year for the quarter and the first half of 2025. The company completed a substantial share repurchase during the quarter, buying back 882,000 shares for US$100.2 million, representing 3.28% of its outstanding shares under its previously announced buyback program. We'll now examine how...

Hercules Capital recently reported second quarter 2025 results, posting revenue of US$137.46 million and net income of US$78.89 million, alongside the announcement of a US$0.47 per share cash distribution that includes a supplemental dividend. Interestingly, while quarterly results reflected significant year-over-year improvement, earnings for the first half of 2025 were slightly below the previous year, revealing a nuanced earnings trajectory despite the dividend increase. With Hercules...

Trinity Industries reported its second quarter and first half 2025 financial results, highlighting a decline in revenue to US$506.2 million and net income to US$14.1 million for the quarter compared to the prior year, along with updated full-year earnings guidance. A unique detail is the company's new earnings guidance of US$1.40 to US$1.60 per share for 2025, indicating management’s expectations for the remainder of the year despite decreased quarterly performance. We'll explore how the...