U.S. Industrials Stock News

Brookfield Business Partners L.P. recently declared a quarterly distribution of $0.0625 per unit and reported its second quarter 2025 results, showing sales of US$6.70 billion and a swing to a US$11 million profit. Despite returning to profitability, the company experienced a sharp year-on-year drop in sales and saw increased activity in its options market, signaling investor uncertainty. We’ll explore how Brookfield Business Partners' return to profit, amid declining sales, shapes its...

Wells Fargo recently reported second-quarter 2025 adjusted earnings per share of US$1.54, surpassing estimates due to fee income growth and credit quality improvements, despite declines in net interest income and rising expenses. An interesting insight is that the company’s increased investment in technology and commitment to operational efficiency were highlighted as priorities for strengthening long-term performance. We'll now explore how Wells Fargo’s better-than-expected earnings and...

Edgewise Therapeutics, Inc. reported its second quarter and six-month earnings for the period ended June 30, 2025, disclosing a net loss of US$36.12 million for the quarter and US$76.91 million for the half-year, both increases from the same periods last year. Although the company's per-share loss for the quarter remained flat at US$0.34, overall losses grew year-over-year reflecting rising expenses or investment activity. Given the rise in net loss while per-share loss stayed unchanged,...

Centrus Energy recently completed a private offering of US$700 million in zero-coupon, convertible senior notes due 2032, upsized from the initial US$650 million on strong investor demand, to provide capital for business expansion in the nuclear fuel sector. This substantial convertible debt raises the possibility of future share dilution, reflecting investor appetite for exposure to Centrus Energy’s growth plans in high-assay, low-enriched uranium production for advanced nuclear...

Earlier this month, Limbach Holdings, Inc. raised its 2025 full-year revenue guidance to a range of US$650 million–US$680 million and reported second-quarter sales of US$142.24 million, up from US$122.24 million a year prior, alongside a higher net income of US$7.76 million. This combination of improved financial outlook and year-over-year profit growth signals operational momentum as the company focuses on higher-margin recurring service contracts. We’ll examine how the updated revenue...

Dorchester Minerals, L.P. recently reported its second quarter and six-month earnings, revealing second quarter revenues of US$32.4 million and net income of US$11.91 million, both down from the same period last year, despite a substantial increase in sales. Interestingly, six-month revenue rose to US$75.56 million compared to the previous year, though net income declined, highlighting shifting profitability trends amid growing sales. We'll explore how the combination of rising sales and...

In August 2025, Lantheus Holdings announced lower financial guidance for the year, reported a sales decline for the second quarter versus the previous year, and disclosed FDA acceptance of a new drug application for its F 18 PSMA imaging agent. Alongside earnings updates, the company unveiled a US$400 million share repurchase program and highlighted plans to expand patient access through a more efficient formulation of its leading PSMA imaging product. We will examine how the reduced...

Texas Pacific Land Corporation recently announced it will begin a dual listing on the newly formed NYSE Texas, in addition to maintaining its primary listing on the New York Stock Exchange, aiming to increase its visibility among investors in its home state. This move positions the company to strengthen its regional investor base and broaden market awareness, given its roots and business ties to Texas. We’ll examine how joining NYSE Texas as a founding member may reshape Texas Pacific Land’s...

Safety Insurance Group announced second quarter 2025 results, reporting revenue of US$316.34 million and net income of US$28.94 million, both showing significant increases from the previous year, along with an increase in its quarterly dividend to US$0.92 per share payable in September 2025. This combination of robust earnings growth and a higher dividend payout underscores the company's focus on delivering consistent value to shareholders. We'll explore how the newly increased dividend...

In early August 2025, The GEO Group announced improved second-quarter financial results, increased full-year guidance, and the authorization of a share repurchase program of up to US$300 million through June 2028. This combination of rising profitability, capital return initiatives, and supportive policy trends highlights GEO Group's strengthened outlook and active approach to shareholder value. We'll now explore how this sizable share repurchase plan may alter GEO Group's investment...

Harrow, Inc. recently reported second-quarter results, showing revenue of US$63.74 million and net income of US$5 million, alongside several business development updates including product launches and distribution alliances. The collaboration with Apollo Care is expected to enhance the reach and prescription volumes of VEVYE, while recent acquisitions such as BYQLOVI and an ophthalmic biosimilars portfolio further expand Harrow's presence in postoperative care and retina markets. We'll...

Northern Trust recently expanded its relationship with the North Dakota Retirement and Investment Office to provide outsourced trading services, secured new asset servicing responsibilities for Gravis Advisory Limited in the UK, and was appointed by Aristotle Capital Management to deliver middle office outsourcing for portfolios totaling approximately US$40 billion. These client mandates signal increasing institutional demand for integrated asset servicing and operational support across both...

Earlier this week, CVS Health completed a US$747.71 million fixed-income offering with the participation of multiple co-lead underwriters, including BofA Securities, Citigroup, Barclays, Goldman Sachs, J.P. Morgan, and Wells Fargo, issuing 5.000% senior unsecured notes due September 2032. This offering follows heightened analyst optimism in CVS Health’s Health Care Benefits segment and ongoing digital strategy, highlighting a renewed focus on both financial flexibility and healthcare...

Earlier this month, Opendoor Technologies Inc. reported improved second-quarter results, including higher sales of US$1.57 billion and a lower net loss of US$29 million, while announcing new third-quarter revenue guidance and highlighting ongoing transformation to a multi-option home selling platform. Renewed interest from high-profile investors and activist involvement, alongside Opendoor’s shift toward agent-led services and platform innovations, have generated substantial attention and...

Earlier in August 2025, LandBridge Company LLC declared a US$0.10 per share quarterly cash dividend and announced a 10-year surface use and pore space reservation agreement with Devon Energy Corp., set to commence in 2027, supporting operations in the New Mexico Delaware Basin. Despite a sharp year-over-year improvement in second-quarter revenue and net income, the company's profits were significantly influenced by non-operating revenue and unusual items, prompting investor caution about the...

Raymond James Financial has expanded its independent advisor channel by welcoming a 16-member team from M Financial Group, bringing approximately US$1.8 billion in client assets and a focus on ultra-high-net-worth families. This move significantly builds Raymond James’s capabilities in specialized wealth management and strengthens its presence in the important New Jersey and Florida markets. We’ll explore how this addition of a major high-net-worth advisory team could influence Raymond James...

Regeneron Pharmaceuticals recently reported second quarter revenue of US$3.68 billion and net income of US$1.39 billion, maintained its quarterly cash dividend, and completed a share repurchase of over 1.57 million shares for US$867.7 million, while also participating in the 13th Annual Immuno-Oncology Summit with a key R&D presentation by Senior Director David J. DiLillo in Philadelphia. Investor commentary has highlighted Regeneron's attractive long-term growth potential and robust...

In August 2025, California Resources Corporation announced its second quarter results, highlighting a substantial year-over-year increase in revenue, net income, and production, alongside the completion of a major share buyback and declaration of a quarterly dividend. A key insight is the company's rapid turnaround, moving from a small net loss a year earlier to strong profitability, signaling significant operational and financial improvements. We'll explore how record quarterly production...

Cullen/Frost Bankers is currently offering a 3.2% dividend yield, surpassing both industry and S&P 500 averages, and has raised dividends five times over the last five years with an average annual increase of 7.98%. This consistent record of dividend growth, underpinned by projected earnings increases, has heightened Cullen/Frost's appeal among income-focused investors and signals stability in its financial outlook. With a strong and rising dividend yield in focus, we’ll explore how this...

Earlier this month, Corpay Inc. announced that its Cross-Border business can now facilitate client FX conversions using J.P. Morgan's Kinexys Digital Payments blockchain, enabling near real-time value transfer and settlement beyond traditional banking hours. This marks a meaningful advancement in the use of blockchain for cross-border payments, expanding operational flexibility and demonstrating the practical impact of JPMorgan Chase's technology investments. With this partnership...

Charles Schwab reported that at the end of July, client assets increased 15% year-over-year and 2% month-over-month, with core net new assets reaching US$46.9 billion, up 62% from the previous period. This surge in client assets and net inflows reflects continued growth in Schwab’s customer base and may indicate strengthening engagement across its financial services. We'll explore how the significant increase in net new assets may influence the company's long-term investment narrative and...

Alliance Resource Partners, L.P. recently promoted Jesse M. Parrish to Senior Vice President and Chief Commercial Officer of its subsidiary, Alliance Coal, LLC, entrusting him with leadership over sales, marketing, logistics, and government relations. This leadership move signals a broadening of focus toward commercial strategy in power infrastructure and efforts to support the longevity of the national coal fleet. We’ll examine how Mr. Parrish’s expanded responsibility for commercial...

Danaher recently announced second-quarter 2025 earnings, reporting an EPS of US$1.80 that surpassed analyst expectations of US$1.64 and drawing positive attention from institutional investors like Parnassus Investments. Commentary from investors highlights Danaher's significant scale advantages and strongly embedded role in biopharma workflows, supporting its positioning in areas such as biologics, genetic medicine, and diagnostics. With Danaher's latest results exceeding forecasts, we'll...

Pharvaris announced its second quarter and half-year 2025 earnings, reporting a net loss of €45.48 million and €91.82 million, respectively, both increasing from the prior year. This results update highlights rising operating expenses or investment activity, reflected in an increasing loss per share for both periods compared to last year. To understand how higher reported losses impact expectations for Pharvaris, we’ll explore what this means for the company’s investment narrative. Uncover...