U.S. Industrials Stock News

Apple Hospitality REIT, Inc. recently reported its second quarter and six-month 2025 earnings, highlighting year-over-year decreases in revenue and net income, with quarterly revenue at US$384.37 million and net income at US$63.65 million. The lower earnings per share compared to last year indicate increased pressure on profitability, which may raise questions about the company’s ability to maintain its previous financial performance. With net income dropping this quarter, we'll assess how...

Bio-Techne Corporation recently reported fourth quarter results for the period ending June 30, 2025, with sales of US$316.96 million, up from US$306.1 million a year earlier, but posting a net loss of US$17.68 million compared to net income of US$40.59 million previously. Despite reporting a loss for the quarter, the company’s Board affirmed a quarterly dividend of US$0.08 per share, signaling a commitment to shareholder returns amid recent financial challenges. We’ll explore how...

In late July 2025, Lear Corporation reinstated its full-year 2025 guidance and confirmed a new phase in its capital return strategy, including the extension of its US$2.0 billion unsecured revolving credit facility to July 2030 and completion of an additional US$25 million in share repurchases. The company's renewed outlook comes as it continues to invest in restructuring and automation, expecting cost savings and margin improvement despite production headwinds and a slight reduction in...

Marex Group plc has filed a shelf registration for potential issuance of senior unsubordinated unsecured debt securities, indicating the company may seek to raise capital through the debt markets in the future. This move provides Marex with greater financial flexibility and points to potential initiatives such as refinancing, business investment, or balance sheet management. We'll explore how Marex's new debt shelf registration could influence its investment case, particularly regarding...

Brookfield Renewable recently declared a quarterly dividend of US$0.373 per class A share and announced earnings for the second quarter of 2025, reporting sales of US$952 million and a net loss of US$1.41 billion. The company highlighted record Funds From Operations, expanded its partnership with Google for up to 3,000 megawatts of hydroelectric capacity, and increased its investment in Colombia's Isagen business while continuing asset recycling efforts. We’ll examine how Brookfield...

Otter Tail Corporation recently reported its second quarter 2025 earnings, revealing better-than-expected adjusted earnings per share, increased annual earnings guidance, and the declaration of a US$0.525 quarterly dividend payable in September. An interesting aspect is that the company's Plastics segment outperformed expectations and management secured approval to recover capital investments for two solar projects alongside filing for a new electric rate increase. To understand what this...

In late July 2025, OGE Energy announced the appointment of Lyle G. Ganske to its board and reported quarterly results with revenue of US$741.6 million and net income of US$107.5 million for the second quarter, as well as maintaining a positive full-year earnings outlook due to strong regional economic growth. While the addition of an experienced director highlights the company’s governance focus, the main highlight was OGE's confidence in achieving earnings at the upper end of its 2025...

Following its latest quarterly earnings release, Whirlpool Corporation provided 2025 guidance calling for approximately flat net sales of US$15.8 billion, stable EBIT margin of 5.7%, and ongoing earnings per share between US$6 and US$8, alongside a recommended annual dividend reduction to US$3.60 per share starting in the third quarter. The simultaneous revision of earnings guidance and a dividend cut highlights how Whirlpool is addressing the impact of weakening global consumer sentiment...

Duality Advisers LP recently reduced its holdings in Semtech, while several other hedge funds also adjusted their stakes and analysts updated their outlooks for the company. Shifts in institutional ownership and a mix of analyst ratings can influence perceptions of Semtech’s outlook and prompt changes in market sentiment. We'll explore how fresh analyst activity and institutional shifts could shape expectations for Semtech’s future revenue and margin performance. Explore 26 top quantum...

EPR Properties recently announced its second quarter 2025 financial results, reporting revenue of US$178.07 million and net income of US$75.64 million, both significantly higher than last year, along with a raised full-year earnings guidance. An interesting detail from the announcement is the planned retirement of Chief Investment Officer Gregory E. Zimmerman in early 2026, with Ben Fox set to succeed him, signaling a leadership transition alongside the improved outlook. We'll examine how...

Burford Capital Limited reported earnings for the second quarter and first half of 2025, showing revenue of US$191.29 million and net income of US$88.3 million for the quarter, both higher than the same period last year. A substantial jump in net income for the six-month period, reaching US$119.23 million from US$23.81 million a year earlier, highlights significant operational and financial gains for the firm. We'll explore how Burford Capital's marked profit growth this quarter shapes its...

Federal Signal Corporation recently reported its second-quarter and first-half 2025 results, highlighting year-over-year increases in sales and net income, and raised its full-year net sales guidance to a new range of US$2.07 billion to US$2.13 billion. An important takeaway is the management's continued emphasis on mergers and acquisitions, with early synergy benefits already identified in its recent Hog acquisition and an active pipeline supporting future growth plans. We'll examine how...

Skyward Specialty Insurance Group announced results for the second quarter and six months ended June 30, 2025, reporting quarterly revenue of US$319.9 million and net income of US$38.84 million, both up from the same period last year. This marks a period of continued business growth, with year-to-date revenue reaching US$648.43 million and net income rising to US$80.9 million compared to the prior year. We'll examine how these strong revenue and income gains inform the future growth...

Axsome Therapeutics recently announced its second quarter 2025 earnings, reporting revenue of US$150.04 million and a net loss of US$47.97 million compared to US$87.17 million revenue and US$79.35 million net loss in the prior year period. This marked improvement in both revenue and net loss suggests increased product adoption and operational progress in the biopharmaceutical company's core CNS disorder therapies. We'll explore how the strong year-over-year revenue growth in Axsome's recent...

Johnson Fistel, PLLP recently began investigating potential securities law violations and governance failures by officers and directors at Telephone and Data Systems, Inc., with class action lawsuits filed alleging misleading statements and misrepresentation of financial results. This legal scrutiny raises important questions about the company's corporate governance and transparency, which could have significant implications for its reputation and future operations. We'll examine how the...

Ultra Clean Holdings recently appointed James Xiao as Chief Executive Officer, effective September 2, 2025, and Chris Cook as Chief Business Officer, following a prior announcement of leadership changes by the company’s Board of Directors. These executive appointments follow the company’s latest quarterly report, which highlighted higher revenues but a very large net loss compared to the previous year, indicating ongoing operational challenges. We'll explore how the appointment of a new CEO...

O-I Glass, Inc. recently reported a net loss for the second quarter of 2025 with sales of US$1.71 billion, while also filing a US$114.03 million shelf registration for the potential offering of 9 million common shares associated with an ESOP-related transaction. This combination of weaker financial results and a potential equity offering raises questions around profitability and future capital needs at a time of shifting industry dynamics. We'll now consider how recent earnings losses and...

Ingevity Corporation reported second quarter 2025 results with sales of US$365.1 million, a decrease from US$390.6 million a year earlier, and a net loss of US$146.5 million that included a significant non-cash goodwill impairment charge in its Advanced Polymer Technologies segment. Despite the weaker headline figures, adjusted earnings increased by 39%, and management raised the low end of its adjusted EBITDA guidance while emphasizing improved margins and stable free cash flow. We’ll...

Delek Logistics Partners recently reported second-quarter 2025 earnings, with net income increasing to US$44.57 million despite a decline in revenue to US$246.35 million compared to the prior year. The company's decision to boost its quarterly cash distribution to US$1.115 per unit, payable in August, highlights its emphasis on shareholder returns even in a period of lower topline sales. We'll examine how the increased dividend announces the company's confidence in ongoing distributable cash...

On August 6, 2025, Avista Corporation's board declared a quarterly dividend of US$0.49 per share payable September 15 and reported higher sales but lower net income for the second quarter, while confirming full-year 2025 earnings guidance between US$2.52 and US$2.72 per diluted share. Despite near-term profit pressure, Avista's decision to maintain both its earnings guidance and dividend signals confidence in its financial outlook and future earnings growth. We’ll explore what Avista’s...

Pacira BioSciences recently reported its second quarter 2025 results, revealing revenue of US$181.1 million and a net loss of US$4.85 million, alongside a narrowed full-year revenue guidance range to US$730 million–US$750 million. In addition to financial updates, the company executed a significant share repurchase, filed a US$57.35 million shelf registration related to its ESOP, and these combined corporate actions have drawn attention to its operational and capital allocation...

LivaNova PLC announced its second-quarter 2025 results, reporting revenues of US$352.52 million and net income of US$27.16 million, with year-over-year growth across key performance metrics, and raised its full-year 2025 revenue guidance. An important development accompanying these results is LivaNova’s progress in both its Essenz platform and Vagus Nerve Stimulation therapy, which analysts cite as drivers of increased sales potential and competitive positioning. We’ll explore how the raised...

QuidelOrtho Corporation reported its second quarter 2025 results, with sales of US$613.9 million and a net loss of US$255.4 million, and reiterated its full-year revenue guidance of US$2.60 billion to US$2.81 billion. Management actions, including cost controls and exiting underperforming programs, have improved operational discipline and signaled growing confidence in the company’s forward outlook despite ongoing industry challenges. We’ll examine how QuidelOrtho’s reaffirmed full-year...

American States Water Company recently reported its second quarter and six-month 2025 results, with sales rising to US$163.07 million and net income reaching US$33.69 million for the quarter, alongside an increase in its third quarter dividend to US$0.5040 per share. This combination of higher earnings and a dividend boost highlights the company’s continued focus on delivering value and returning capital to shareholders. Given these stronger earnings and dividend increase, we'll explore how...