U.S. Industrials Stock News

PennyMac Financial Services, Inc. reported second quarter 2025 earnings, showing net income of US$136.46 million and an affirmed quarterly dividend of US$0.30 per share payable in August. The company's year-over-year growth in both net income and earnings per share underscores a sustained focus on profitability while maintaining ongoing shareholder returns. We'll explore how the company's improved quarterly profitability and stable dividend shape its long-term investment narrative and growth...

Masco Corporation recently reported its second-quarter 2025 results, posting earnings and revenue that exceeded analyst expectations, raising its full-year earnings guidance, and affirming a quarterly dividend of US$0.31 per share. Despite a slight year-on-year decline in overall sales, the company achieved higher net income and improved earnings per share, pointing to effective cost controls and operational efficiency, especially in its Plumbing segment. We’ll explore how Masco’s upgraded...

Cavco Industries recently reported its first quarter 2026 earnings, posting US$556.86 million in sales and US$51.64 million in net income, up meaningfully from the prior year. Record home shipments and a pending acquisition highlight both operational execution and a focus on expanding the company’s presence in the South Central US. We’ll examine how Cavco’s surge in home sales and the American Homestar acquisition could shape its investment outlook moving forward. The best AI stocks today...

Ameren Corporation reported a rise in revenue and net income for the second quarter and first half of 2025, with second quarter sales reaching US$2.22 billion and net income of US$275 million, both up compared to the previous year. An important development is Ameren's expanded infrastructure investment and increased data center demand, resulting in over 2.3 gigawatts of signed construction agreements expected to begin ramping up in late 2026. Let's explore how the company's strong earnings...

DT Midstream, Inc. recently reported second quarter 2025 earnings, with revenue of US$309 million and net income of US$107 million, both higher than the previous year, and declared a US$0.82 per share dividend payable in October. The company also advanced key pipeline expansion projects and completed the integration of significant pipeline acquisitions, reinforcing its operational footprint and opportunities for future growth. We will explore how the company's robust revenue growth and...

Envista Holdings reported second-quarter revenue of US$682.1 million and net income of US$26.4 million, surpassing expectations and raising its full-year 2025 guidance for core sales growth and adjusted earnings per share. The company’s operational improvements, expansion in digital dentistry, and a recent share repurchase program highlight a focus on business momentum and productivity enhancements across major segments. We’ll examine how Envista’s improved margin performance and optimistic...

Yum! Brands recently advanced beverage innovation efforts using data science and its Collider Labs team, introducing new drinks like Taco Bell's Churros Chillers and piloting concepts such as KFC’s Kwench to anticipate shifting QSR trends. The company is leveraging prediction markets and AI-powered consumer insights to accelerate menu rollout and enhance engagement across digital platforms. We’ll explore how Yum! Brands’ AI-driven beverage launches and digital expansion could reshape its...

In recent days, the U.S. government announced major support for domestic rare earth supply, guaranteeing minimum prices and providing over US$500 million in funding and purchase commitments to MP Materials, while Apple also agreed to invest US$500 million for rare-earth magnet supply from the company. This effort underscores MP Materials' pivotal role as a geostrategic partner in the U.S. push to reduce reliance on China for critical minerals, despite ongoing challenges such as rising...

Edison International recently reported second-quarter 2025 financial results, showing revenue growth to US$4.54 billion and adjusted earnings of US$0.97 per share, ahead of analyst expectations, but experienced a decline in net income due to higher operations and maintenance costs and wildfire-related impacts. The company has launched new wildfire recovery programs and is navigating legal and regulatory challenges, while legislative developments in California may influence how wildfire...

In late July 2025, Align Technology reported second-quarter earnings that missed analyst estimates and guided to lower-than-expected revenue for the third quarter and full year, alongside announcing a significant restructuring involving layoffs and restructuring charges of US$150 million to US$170 million. These developments come as the company faces softer demand for its clear aligners and increasing scrutiny following the launch of a legal investigation into potential disclosure...

In the past week, SPX Technologies reported second-quarter 2025 earnings that exceeded expectations, posting US$552.4 million in sales and raising its full-year revenue and earnings guidance. The improved outlook was supported by continued growth in core segments, contributions from recent acquisitions, and successful new product initiatives in areas such as digital interoperability and data center cooling solutions. Next, we'll assess how the company's upgraded guidance and segment growth...

TXNM Energy reported its second quarter and first half 2025 results, with sales rising to US$502.42 million and US$985.21 million year-over-year, but net income dropping sharply to US$21.58 million and US$30.5 million, respectively. This earnings decline occurred despite higher revenues, indicating that increased costs or margin pressures played a significant role in shrinking overall profitability. We will examine how this pronounced drop in net income, despite stronger revenue, may...

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...

In the last year, many Cabot Corporation ( NYSE:CBT ) insiders sold a substantial stake in the company which may have...

In the past week, CME Group Inc. reported strong second quarter earnings and secured a unanimous jury verdict in its favor in a longstanding class action lawsuit filed by certain Class B shareholders and CBOT members. This series of events highlights CME’s ability to deliver operational growth while successfully managing legal risks tied to its core business structure. We'll examine how CME's combination of earnings growth and legal resolution could reinforce the company’s outlook and...

First Solar recently reported its second-quarter 2025 results, posting earnings and revenue that surpassed analyst expectations and raising its full-year sales outlook to between US$4.9 billion and US$5.7 billion. The company emphasized that recent U.S. industrial policy changes and new tariffs on foreign solar panels have further improved its competitive position in the domestic solar market. We'll explore how First Solar's upward revision of its 2025 sales guidance reflects strengthening...

AppFolio recently reported strong second quarter 2025 results, with revenue reaching US$235.58 million and net income of US$35.98 million, and announced the permanent appointment of Tim Eaton as Chief Financial Officer. The company raised its full-year 2025 revenue guidance, highlighting growing customer adoption of its AI-powered platform and ongoing investments in operational efficiency. We’ll explore how ongoing adoption of AI-native solutions and the raised revenue outlook could...

In late July 2025, Corning Incorporated announced strong second-quarter earnings, issued upbeat guidance for the third quarter, and secured a new US$1.5 billion credit agreement to support ongoing operations and growth initiatives. Strong surges in Optical Communications and demand for generative AI and solar products were highlighted as key contributors to Corning’s financial momentum and optimistic forward outlook. We'll examine how rapid growth in the Optical Communications segment and...

Monolithic Power Systems recently posted its second-quarter 2025 results, reporting US$664.57 million in sales and US$133.73 million in net income, both up significantly compared to the prior year. Alongside strong earnings, the company announced a new partnership targeting automotive intelligence and AI applications, highlighting MPS's transformation from a traditional chip supplier to a full-service silicon solutions provider. We'll explore how the robust sales growth and new automotive AI...

AbbVie recently reported strong second-quarter 2025 results, with sales rising to US$15.42 billion and adjusted earnings per share of US$2.97, both exceeding analyst expectations, and raised its full-year guidance for revenue and adjusted EPS. This performance was powered by robust growth in immunology drugs Rinvoq and Skyrizi, with additional pipeline momentum from positive Phase 3 trial results and regulatory milestones. To explore the implications for AbbVie's investment narrative, we'll...

Everest Group ( NYSE:EG ) Second Quarter 2025 Results Key Financial Results Revenue: US$4.52b (up 7.5% from 2Q 2024...

Whilst it may not be a huge deal, we thought it was good to see that the Synergy CHC Corp. ( NASDAQ:SNYR ) CEO...

Some Ladder Capital Corp ( NYSE:LADR ) shareholders may be a little concerned to see that the Independent Director...

Fair Isaac ( NYSE:FICO ) Third Quarter 2025 Results Key Financial Results Revenue: US$536.4m (up 20% from 3Q 2024). Net...