U.S. Industrials Stock News

FIGS (FIGS) is heading to Barclays’ 19th Annual Global Consumer Staples Conference in Boston on 8 September 2026, where CEO Trina Spear and CFO Sarah Oughtred are scheduled to outline the healthcare apparel specialist’s current priorities. FIGS heads into the Barclays conference after a choppy few weeks, with the share price down 14.8% over the last 7 days and 9.25% over 30 days, yet still sitting on a 13.7% year to date share price gain and a 77.4% 1 year total shareholder return that...

Amdocs stock has had a difficult run, with the share price drifting lower over the past year even as broader valuation checks suggest it might be on the cheap side. For investors, the puzzle is whether that weak share performance is flagging deeper business concerns or simply masking an opportunity in a lowly valued telecom software provider. Over the past 12 months, Amdocs shares have fallen 27%, which points to a market that has grown more cautious on the business. The company’s ability to...

Griffon has delivered a very large 5 year share price gain, yet current valuation checks suggest the stock still trades at a discount to its estimated intrinsic value. Recent setbacks over the past month sit alongside an intrinsic value estimate that comes in higher than the latest closing price, which raises questions about how conservative the market is being on this business. The share price has climbed 387.8% over 5 years, which puts Griffon in a very strong long run performance bracket...

Motorola Solutions reported that its board approved a US$2b increase to the share repurchase authorization, taking the long running program to US$20b with no set expiry, with repurchases possible in the open market or through privately negotiated transactions. The larger buyback pool highlights management’s focus on capital return and indicates that free cash flow generation supports ongoing share repurchases alongside core public safety and enterprise security investments. With Motorola...

AXIS Capital Holdings stock has delivered a strong 142.1% gain over the past five years, yet its valuation checks still suggest the shares lean on the cheap side rather than fully reflecting that performance. The 142.1% total return over five years points to a business that has rewarded patient holders. This puts extra focus on whether that run already prices in the insurer’s strengths. Recent affirmation of strong credit ratings can support confidence in AXIS Capital Holdings’ balance...

Atlassian announced new Jira and DX capabilities in September 2026 that connect Code Context, governed agent workflows, and DX for Agentic Development to manage AI driven software development across planning, coding, review, and measurement. The updates focus on governed agent loops, code standards, and usage analytics, which tie AI activity directly to engineering throughput, quality, and cost tracking for enterprise customers. With Atlassian advancing governed agentic workflows such as...

Inflation pressures are creeping back into the headlines, Fed hike odds are edging higher, and suddenly the steady cash flows of US large-cap value and high-dividend stocks look far more interesting than last year’s growth darlings. Investors are hunting for companies that can shoulder higher costs, keep paying shareholders, or even benefit from a higher-for-longer rate path. This article walks through three such stocks exposed to these forces and explains why they may merit a closer look...

RTX (NYSE:RTX) unit RTX Ventures agreed to take a minority stake in Xcimer Energy and form a new alliance around pulsed-laser technology. The partnership targets integration of scalable multi-kilojoule-class pulsed-laser systems into RTX defense platforms to counter emerging airborne threats. The move follows the U.S. Department of Energy approval of Xcimer’s fusion pilot plant, adding weight to the underlying laser and fusion technology. The agreement could broaden RTX’s exposure to both...

Inflation’s next big test arrives with the August CPI report, and the outcome could reshape how investors think about U.S. oil and gas refiners just days before the Fed’s September 16 meeting. Higher rates and stubborn energy costs can quickly change which stocks benefit and which struggle. This article walks through three U.S. refiners exposed to this news and explains how each might fit, or not, in your playbook. The refiners covered below are only a small sample of what meets the CPI and...

Mondelez International has expanded its candy portfolio with CHEWS in Canada and is refreshing its U.S. cookie offering through new formats, limited-time flavours and event-linked marketing. The focus on individually wrapped CHEWS tailored to gamers and social-media-driven cookie campaigns points to targeted demand-building around younger, snack-focused consumers. With Mondelez International leaning into gamer-focused CHEWS formats, we now examine how this shapes the broader investment...

Sterling Infrastructure has delivered a very large 5 year gain while current valuation checks, including an intrinsic value estimate, suggest the stock still trades at a discount to what its cash flows imply. That mix of strong historical returns and an intrinsic value estimate that screens as undervalued gives current buyers and long term holders a lot to think about around price and risk. Over 5 years, Sterling Infrastructure has returned more than 20x. This puts recent share price moves...

Texas Instruments pricing move and stock reaction Texas Instruments (TXN) has begun raising chip prices as semiconductor demand firms up, with management indicating the changes should start affecting reported results from the third quarter of 2026 onward. The move puts the company in line with peers such as Analog Devices and ON Semiconductor, which have already adjusted pricing. This gives investors another lens beyond shipment volumes when assessing Texas Instruments and its recent share...

Eaton launches Workbench 360 to connect project data with Autodesk (NasdaqGS: ADSK) Revit, Forma, and Tandem platforms. The new tool is designed to give project teams lifecycle visibility into embedded product information, equipment status, and engineering support. Workbench 360 uses Autodesk’s ecosystem to support workflows from early building design through long-term asset management. The collaboration expands Autodesk’s role in digital twin usage and energy optimization across...

Energy Transfer LP has already shifted plans for its common units and Series I preferred units to move their listings from the NYSE to the Texas Stock Exchange, where they are expected to trade under the symbols ET and ETprI from October 5, 2026. The move to the newly created Texas Stock Exchange places Energy Transfer closer to its operating base and peers. This can influence liquidity, index inclusion, and how different investor groups access and assess the partnership. With Energy...

American Eagle Outfitters just absorbed a near 14% one day hit, yet the headline result reads more like a victory lap than a warning shot. Q2 earnings per share landed at about US$0.80 and net income reached roughly US$134 million, powered by an 8% revenue gain to about US$1.38b. The shock is not in the profit line. It sits in how traders are processing a retail story where comp sales and margins improved, while a large one time tariff refund inflated the quarter and muddied the clean read on...

Leonardo DRS, Inc. reported that it was awarded US$96 million in option contracts to supply power supplies, control units, and transformer systems for the MK 41 Vertical Launching System installed on U.S. Navy and allied naval vessels. The awards highlight Leonardo DRS's role in supplying mission-critical shipboard electronics, with work concentrated in its Johnstown, Pennsylvania, and Largo, Florida, production facilities. With fresh MK 41 VLS electronics awards in hand, the focus now turns...

CleanSpark (CLSK) is back in focus after ERCOT classified 885 MW of its Texas power load across base load and studied categories, while the firm also signed a 20-year lease for a 175 MW Georgia data center campus. Recent attention on CleanSpark has come against a mixed backdrop, with the share price down 22.33% over the past 90 days but up 11.11% over 30 days and higher again year to date by 10.82% as investors weigh new capacity news against earlier volatility. At the current US$12.80 share...

What MYR Group’s Latest Quarter Signals For Investors MYR Group (MYRG) drew fresh attention after reporting record second quarter revenue and backlog, beating analyst expectations and underscoring steady customer demand alongside recently acquired projects and expanded commercial and industrial capabilities. Investors have seen a sharp pullback in MYR Group’s 30 day share price return, down 13.8%, and a 90 day share price decline of 36.2%, even though the stock still shows a 25.5% share price...

Jersey Mike's Subs stock has just logged a 9.0% gain over the past week, yet the valuation checks send mixed signals, with the Discounted Cash Flow (DCF) estimate pointing to levels close to intrinsic value while market multiples flag the shares as rich. The 9.0% move over the past week suggests investors have quickly repriced Jersey Mike's Subs after fresh optimism on the business. Recent news highlighting faster same store sales and store expansion can support higher cash flow...

Jabil stock has turned a very strong five year run into a fresh valuation puzzle for investors, with an intrinsic value estimate pointing to meaningful upside while market multiples look roughly in line and the recent pullback raises questions about how much is already priced in. The share price has delivered about 388.3% over five years, which puts pressure on any valuation case to be backed by durable cash generation rather than just sentiment. Future cash flow can be supported if Jabil...

Becton Dickinson (BDX) just declared a total dividend of $1.05 per share, with an ex-dividend date of 9 September 2026 and payment scheduled for 30 September 2026, extending its long-running payout record. At a share price of US$176.42, Becton Dickinson has seen short term pressure, with the 7 day share price return down 5.97% and the 30 day move down 2.75%. However, the 90 day share price return is up 20.64% and the 1 year total shareholder return is 20.75%, suggesting recent momentum has...

ExxonMobil (NYSE:XOM) and Angola's regulator ANPG reported a significant oil discovery in Block 15, marking the 20th find in the area. The new offshore discovery comes alongside recent fiscal incentives from Angola aimed at encouraging further exploration activity. Block 15 remains a key deepwater project for ExxonMobil, with the latest find adding to its upstream presence in the country. The combination of fresh reserves potential and supportive government policy points to continued project...

CRISPR Therapeutics (CRSP) just reported one year durability data from its Phase 1a CTX310 trial, showing sustained reductions in ANGPTL3, triglycerides, and LDL after a single intravenous gene editing treatment. The latest CTX310 readout lands after a softer trading patch, with the share price down 7.49% over the past week and 3.35% over 30 days. A 4.94% 90 day share price return contrasts with a weaker 1 year total shareholder return of 6.49% and a 5 year total shareholder loss of 55.49%,...

Ulta Beauty stock has delivered a solid 40.1% return over the past 5 years, yet both an intrinsic value estimate based on a Discounted Cash Flow and traditional market multiples currently flag the shares as trading at a premium to those valuation checks. A 40.1% gain over 5 years suggests Ulta Beauty has rewarded patient shareholders, even as the current price now screens as rich against its own cash flow assumptions. Strong brand equity and a broad omnichannel model can support long term...