U.S. Industrials Stock News

BGC Group reported second quarter 2025 earnings, revealing revenue of US$784 million and net income of US$57.55 million, both higher than the prior year period. This performance highlights the company’s improved profitability and stronger earnings per share from continuing operations compared to the previous year. We'll examine how BGC Group's substantial year-over-year growth in both revenue and net income shapes its broader investment narrative. This technology could replace computers:...

On July 24, 2025, Krystal Biotech announced that Japan's Ministry of Health, Labour and Welfare granted marketing authorization to VYJUVEK for treating wounds in patients with dystrophic epidermolysis bullosa (DEB), starting from birth and allowing both home and healthcare setting administration. This approval marks the first genetic medicine for DEB in Japan and enables patients or their families to administer therapy at home, potentially expanding access and uptake. With VYJUVEK now...

Liberty Global Ltd. has announced second quarter and half-year 2025 results, showing sales growth to US$1.27 billion for the quarter and US$2.44 billion for the half year, compared to the prior year. Despite higher revenues, the company reported a very large net loss in both periods, reversing last year's profitability and reflecting a significant change in quarterly financial performance. Next, we’ll explore how this sharp swing to a significant net loss impacts Liberty Global’s ongoing...

The Ensign Group recently raised its 2025 earnings and revenue guidance after reporting strong second-quarter results, with net income reaching US$84.4 million and revenue rising to US$1.23 billion for the quarter ended June 30, 2025. This guidance increase reflects robust improvements in operational performance and successful acquisitions, highlighting increased occupancy and an expanding skilled services segment. We’ll explore how management’s raised annual guidance and confidence in...

Amicus Therapeutics recently reported second quarter results showing a narrowed net loss of US$24.42 million, compared to US$15.7 million a year ago, and reiterated its full-year revenue growth outlook while confirming expectations for positive GAAP net income in the second half of 2025. While the company continued to report losses, the improvement over the six-month period and management's reaffirmation of guidance suggest growing confidence in their pathway towards profitability. Next,...

Luckin Coffee Inc. reported its second quarter 2025 earnings, revealing revenue of CNY 12.36 billion and net income of CNY 1.25 billion, both up significantly from the prior year. An interesting highlight is the company's strong earnings growth over the first half of 2025, with net income more than doubling compared to the same period last year. We will examine how this robust net income growth strengthens Luckin Coffee's investment narrative and outlook for sustained performance. Trump has...

Labcorp Holdings recently announced the launch of Test Finder, a generative AI tool developed in partnership with Amazon Web Services, to simplify laboratory test selection for healthcare providers, and also achieved CE-marking in the EU for its PGDx elio tissue complete assay, the first comprehensive solid tumor profiling test approved under the region's new regulations. These developments enhance Labcorp’s position as a technology leader in diagnostics and expand patient access to...

Conagra Brands recently reported weaker earnings and margin performance, attributing the results to lower sales, inflationary pressures, and negative operating leverage. Amid these headwinds, the company highlighted continued investment in its frozen and snacks categories, supply chain enhancements, and disciplined cost management as core strategies for future stability and growth. We’ll explore how Conagra’s renewed focus on margin improvement and core product investment shapes its overall...

Zurn Elkay Water Solutions Corporation recently reported strong second quarter 2025 results, delivering core sales of US$444.5 million and growing net income compared to the previous year, while also raising its full-year outlook for core sales and adjusted EBITDA. The company’s robust free cash flow, share repurchases, and ongoing supply chain efficiencies highlight management’s confidence and operational discipline amid pricing actions and tariff challenges. We’ll explore how the company’s...

On August 1, 2025, NNN REIT, Inc. appointed Joshua P. Lewis as Executive Vice President and Chief Investment Officer, placing an experienced acquisitions leader at the helm of its real estate investments after over fifteen years within the industry. Lewis’s appointment, combined with NNN REIT’s recently increased dividend after 36 consecutive annual hikes, highlights a commitment to both experienced management and consistent shareholder returns. Let’s examine how elevating a proven...

In late July 2025, BorgWarner announced a series of major contract wins with global automakers across electric, hybrid, and combustion platforms, alongside a raised full-year outlook, a 55% dividend increase, and an expanded US$1 billion share buyback authorization scheduled through 2028. These developments highlight BorgWarner's momentum in securing advanced electrification and turbocharger technology business, supporting its transition toward higher-value vehicle components...

Aurinia Pharmaceuticals recently reported its second-quarter 2025 financial results, showing revenue growth to US$70.01 million and net income of US$21.51 million, alongside raising full-year guidance and highlighting positive Phase 1 data for aritinercept. Of particular note, the company swung from a net loss to profitability over the first half of the year, reflecting both higher product sales and operating leverage. We'll explore how the improved earnings performance and revenue outlook...

Wall Street analysts expect Evergy to report a year-over-year decline in earnings for the quarter ended June 2025, even as revenues are projected to rise, with the company's next earnings report scheduled for August 7. Market sentiment has been shaped by Evergy’s recent history of frequently missing earnings estimates, prompting investors to closely watch how actual results compare to expectations. With investor attention fixed on Evergy’s upcoming earnings report and its track record of...

On July 31, 2025, Floor & Decor Holdings announced second-quarter sales of US$1.21 billion and a net income of US$63.18 million, both higher than the previous year, alongside updated full-year guidance for sales and diluted EPS. The continued growth in both sales and profits highlights ongoing operational momentum, while the new guidance gives investors clearer visibility into the company's expected performance for 2025. We'll explore how the company's improved earnings and updated 2025...

Corcept Therapeutics reported its second quarter 2025 financial results on July 31, showing net income of US$35.15 million, nearly unchanged from the previous year. This stability in earnings came as most analysts maintained their outlook for ongoing revenue growth and consistent business performance. We’ll examine how steady net income and analyst optimism could influence Corcept Therapeutics' investment narrative and future expectations. AI is about to change healthcare. These 26 stocks...

Standex International reported its fourth quarter 2025 results on July 31, delivering sales of US$222.05 million and net income of US$14.83 million, while also providing upbeat guidance for fiscal 2026 with expectations of higher revenue and margin expansion. The company highlighted contributions from recent acquisitions and robust sales growth in fast-expanding markets, positioning itself for accelerated expansion in key business segments. We’ll examine how Standex’s strong 2026 outlook,...

Avient Corporation recently reported its second quarter 2025 earnings, revealing sales of US$866.5 million and net income of US$52.6 million, both higher than the same period last year. A substantial improvement in quarterly net income highlights operational progress, even as the company's year-to-date profits trail last year's levels. We'll explore how these stronger quarterly earnings influence Avient's outlook, particularly in light of anticipated margin expansion and product...

PG&E Corporation recently reported its second-quarter 2025 results, showing relatively stable year-over-year revenue at US$5.90 billion and net income of US$521 million, but also lowered its full-year GAAP earnings guidance to a range of US$1.26 to US$1.32 per share. The reduction in earnings outlook comes despite consistent quarterly earnings, highlighting management’s view of emerging headwinds for the remainder of the year. We’ll explore what PG&E’s updated earnings guidance means for its...

Earlier this week, Interface, Inc. raised its full-year 2025 net sales guidance to a range of US$1.37 billion to US$1.39 billion, up from its previous range, and provided third quarter forecasts for net sales between US$350 million and US$360 million. This updated outlook indicates greater confidence in Interface's ongoing operational improvements and its ability to boost revenue through new initiatives. We'll examine how Interface's increased full-year guidance for 2025 shapes expectations...

Dollar Tree, Inc. recently filed a US$342.45 million shelf registration for an Employee Stock Ownership Plan and announced a Chief Legal Officer transition, with John S. Mitchell, Jr. set to succeed Jonathan B. Leiken following the past sale of the Family Dollar business. This combination of leadership change and a significant equity offering for employees suggests a period of transformation as Dollar Tree sharpens its focus after divesting Family Dollar. We'll now examine how Dollar Tree's...

Oshkosh Corporation recently reported its second quarter earnings, revealing net income of US$204.8 million, up from US$168.6 million a year earlier, despite a decrease in sales to US$2.73 billion. Notably, the company raised its full-year 2025 earnings guidance, attributing its improved profit outlook to company-wide cost reduction efforts and a more limited impact of tariffs than previously anticipated. We'll explore how Oshkosh's higher earnings forecast following effective cost controls...

Meritage Homes reported its second quarter 2025 results in late July, revealing a decline in both revenue to US$1.62 billion and net income to US$146.88 million compared to the prior year. Despite these declines, the company continued its share buyback program, repurchasing 674,124 shares during the quarter and completing nearly 8% of its buyback authorization since 2019. We'll explore how Meritage's ongoing share repurchase program shapes its investment narrative amid recent earnings...

Earlier this week, Exelixis released its second quarter 2025 results, disclosed total revenue of US$568.26 million for the quarter, reaffirmed full-year earnings guidance, and announced the completion of buybacks totaling 5.06% of shares outstanding across two repurchase programs. Despite quarterly revenue falling year over year, net income and earnings per share improved for the first half, while the company's buyback activity signals management's commitment to shareholder returns. We’ll...

In late July 2025, Brown & Brown, Inc. filed a US$636.94 million shelf registration for 6.93 million shares of common stock, connected to an employee stock ownership plan (ESOP), following its second-quarter earnings results and dividend declaration. This substantial shelf registration highlights the company's ongoing use of equity offerings for employee benefit initiatives, reflecting evolving approaches to capital management and workforce incentives. We'll explore how the ESOP-focused...