U.S. Industrials Stock News

In late January 2026, Customers Bancorp reported fourth-quarter 2025 results showing higher net interest income of US$204.43 million and net income of US$74.49 million, alongside full-year 2025 gains and slightly lower quarterly net charge-offs of US$14 million. The bank also issued 2026 net interest income guidance of US$800 million to US$830 million and highlighted leadership changes and payments growth, including record cubiX volumes above US$2 trillion and new executive appointments...

On Holding AG recently announced that Frank Sluis will join as Chief Financial Officer on May 1, 2026, succeeding CEO Martin Hoffmann, who has been handling both roles. Investors are focusing on Sluis’s experience overseeing more than €30 billion in annual sales at Ahold Delhaize and the positive commentary from major Wall Street banks on On Holding’s growth plans. Next, we’ll examine how the appointment of an experienced CFO shapes On Holding’s investment narrative in light of recent...

Payoneer Global (PAYO) has been in focus after announcing new local collection capabilities in Indonesia and upgraded peso services in Mexico, giving its small and medium sized business customers more options for receiving ecommerce payments. See our latest analysis for Payoneer Global. Those new collection tools arrive after a period where the share price has shown shorter term momentum, with a 30 day share price return of 17.46% and year to date gain of 17.46%, but the 1 year total...

If you are wondering whether Target's current share price reflects its underlying value, this article walks through the numbers in a clear and practical way. Target's stock last closed at US$105.47, with returns of 4.9% over the past month, a 20.1% decline over the past year, and a 33.8% decline over three years. This performance may change how investors think about its risk and return profile. Recent news around Target has focused on its position in US consumer retail and how it is...

If you are wondering whether OSI Systems at around US$250 per share is offering fair value or not, you are in the right place to unpack what the current price might be implying. The stock has seen a 9% decline over the last 7 days and a 2.1% decline over the last 30 days and year to date, while its 1 year return sits at 27.3% and its 3 year and 5 year returns are 158.7% and 167.8% respectively. These moves have come alongside ongoing attention on OSI Systems as a technology name. Investors...

What the RED-C trial results mean for Bausch Health Companies (BHC) Bausch Health Companies (BHC) recently reported that both global Phase 3 RED-C trials for its amorphous rifaximin SSD in liver cirrhosis did not meet their primary efficacy endpoint, despite a safety profile described as acceptable. This outcome matters for you because it affects expectations around Bausch Health's future product pipeline in hepatology, at a time when the company continues to present itself as committed to...

If you are wondering whether Moog's current share price still makes sense for new money, or if most of the easy gains are already on the table, you are in the right place. Moog's share price recently closed at US$305.35, with returns of 4.7% over the last week, 22.2% over the last month, 22.2% year to date, 69.1% over the last year, and a very large gain over five years of around 3x. Recent attention around Moog has centred on its position in capital goods and investor interest in companies...

Home Depot (NYSE:HD) is restructuring its corporate operations, including laying off 800 employees and requiring corporate staff to return to the office full-time. The company is simplifying how it runs the business while the housing market faces ongoing pressure. At the same time, Home Depot has rolled out an AI powered Material List Builder for professional customers and expanded in store convenience offerings, including food partnerships and a broader range of organic products. For you...

In late January 2026, Barclays analyst Eliana Merle initiated coverage on Ionis Pharmaceuticals with a positive rating, spotlighting its RNA-targeted therapy pipeline and extensive collaborations with large biopharma partners. This coverage underscored how Ionis’s late-stage candidates like Olezarsen and Donidalorsen, alongside alliances with firms such as Biogen and AstraZeneca, are shaping investor interest in the company’s future prospects. Next, we’ll examine how this supportive analyst...

Recent price swings and upcoming earnings put Sunrun in focus Recent sharp moves in Sunrun (RUN), including a 7.66% decline followed by a 4.92% intraday gain, have put the stock in focus as investors look ahead to its February 26 earnings release. See our latest analysis for Sunrun. Those sharp daily moves sit against a mixed backdrop, with the 1 day share price return of a 3.85% decline and a 1 year total shareholder return of 109.94% contrasting with a 5 year total shareholder return of a...

In recent weeks, The Estée Lauder Companies has drawn attention as analysts and investors highlighted its ongoing turnaround, following fiscal Q1 2026 results that outperformed on sales, margins, and key geographies including China, the US, and Travel Retail. An interesting angle is that Estée Lauder’s renewed momentum comes after a multi-year share price slump, with some investors now citing it as a leading contributor within the Consumer Staples sector, underscoring how quickly sentiment...

In January 2026, Ally Financial reported full-year 2025 net income of US$852 million versus US$668 million a year earlier and appointed former top banking regulator Rodney Hood as senior policy advisor to CEO Michael Rhodes. Together, the earnings beat and the addition of a veteran policy voice highlight Ally’s focus on both operational execution and regulatory influence. We’ll now examine how the combination of stronger earnings and Rodney Hood’s appointment could shape Ally Financial’s...

In January 2026, American International Group announced that Chairman and CEO Peter Zaffino will step down as CEO by mid-year, with industry veteran Eric Andersen joining from Aon as President and CEO-elect while Zaffino moves into an Executive Chairman role. Separately, AIG entered into a long-term partnership with CVC, including up to US$1.50 billion of legacy private equity commitments and as much as US$2.00 billion for customized credit mandates, signaling a push toward more tailored...

If you are wondering whether JOYY's current share price reflects its underlying worth, this article walks through what the numbers are saying about the stock's value today. JOYY's share price closed at US$64.35, with a 7.3% decline over the last 7 days, a 0.6% decline over 30 days, a 0.6% decline year to date, a 59.6% return over 1 year, and a 102.4% return over 3 years, while the 5 year return stands at a 31.2% decline. Recent coverage around JOYY has focused on its position in the online...

Hologic (HOLX) is drawing investor attention after recent trading, with shares last closing at US$74.93 and modest moves over the past month and past 3 months prompting a closer look at fundamentals. See our latest analysis for Hologic. Looking beyond the past few weeks, Hologic’s share price has been relatively steady, with modest positive share price returns over the past quarter and year to date. However, the 1 year total shareholder return of 3.87% contrasts with negative 3 and 5 year...

In late January 2026, Intuit’s annual shareholder meeting saw investors reject a proposal for a formal report on the return on investment of its diversity and inclusion programs, while approving directors, executive pay, and the auditor. Separately, Checkr announced a multi-year preferred partnership with Intuit to embed background checks directly into QuickBooks Online Payroll and Intuit Enterprise Suite, deepening the integration of hiring, compliance, and financial workflows for small...

Mid-America Apartment Communities recently entered into a US$53,000,000 settlement agreement, subject to court approval, to resolve a multidistrict class-action lawsuit over its alleged use of rent-setting software to inflate multifamily rents. The settlement also includes forward-looking commitments around data disclosure and revenue management software that the company says align with its current business practices. Next, we’ll examine how this effort to reduce legal uncertainty around...

If you are wondering whether Edwards Lifesciences is offering good value at its current share price, this article will walk you through what the numbers are really saying. The stock most recently closed at US$81.36, with a 7 day return of a 2.7% decline, a 30 day return of a 4.7% decline, and a 12.3% gain over the last year, which may have some investors reassessing both risk and upside. Recent news flow around Edwards Lifesciences has focused on its position in medical devices and investor...

Walker & Dunlop stock snapshot Walker & Dunlop (WD) has drawn attention after a mixed share price pattern, with a month gain of 7.1% set against a 21.7% decline over the past 3 months and a 32.1% drop over 1 year. For investors, that recent rebound alongside longer term weakness raises questions about how the company’s US$1,160.07 revenue base and US$112.314 net income compare with today’s closing price of US$62.89. See our latest analysis for Walker & Dunlop. Walker & Dunlop’s recent 7.1% 30...

Alumis (ALMS) is back in focus after reporting successful Phase III results for its TYK2 inhibitor, envudeucitinib, in moderate to severe plaque psoriasis. This clinical milestone has prompted fresh attention from Wall Street research desks. See our latest analysis for Alumis. Despite a one-day share price return of negative 8.68% leaving Alumis at US$24.51, the 30-day and year-to-date share price returns of 173.70% and a 1-year total shareholder return of 227.67% suggest momentum has been...

PVH Corp., owner of Calvin Klein and Tommy Hilfiger, recently announced a collaboration with OpenAI to co-create custom AI tools across product design, demand planning, inventory optimization and consumer engagement, embedding these capabilities via enterprise APIs and ChatGPT Enterprise throughout its global operations. This move marks a significant step in PVH’s PVH+ Plan to build a more data- and demand-driven operating model and accelerate its broader digital transformation agenda. We’ll...

If you are wondering whether Prosperity Bancshares is offering fair value at today's price, this article walks through what the numbers are actually saying about the stock. The share price closed at US$69.01 recently, with returns of a 4.0% decline over 7 days, 0.9% decline over 30 days, 0.9% decline year to date and 10.8% decline over the past year, compared to a 17.2% gain over five years. These moves sit against a backdrop where investors are paying close attention to how regional banks...

Aon (NYSE:AON) has launched a €260m emerging markets climate transition fund in partnership with Irish Life. The new fund brings Aon Ireland’s climate related investment strategies to over €1b. The move highlights growing client demand for climate focused and ESG aligned investment solutions. Aon, trading at $349.64, sits in a space where investors often watch both its advisory role and its own capital allocation choices. Over 5 years, the stock is up 62.6%, with a 14.0% return over 3...

Event overview and why CDW is on watch CDW (CDW) has come under closer investor scrutiny after its latest update. Earnings surpassed expectations, but revenue and guidance came in below market estimates, prompting several analysts to trim their outlook on the stock. See our latest analysis for CDW. CDW's share price has retreated over the past quarter, with a 30 day share price return of a 5.08% decline and a 90 day share price return of an 18.37% decline. This has contributed to a 1 year...