U.S. Industrials Stock News

Why Pursuit Attractions and Hospitality is on investors’ radar Pursuit Attractions and Hospitality (PRSU) has drawn attention after its recent rebrand from Viad Corp, shifting its public identity toward attractions and lodging across the United States, Canada, and Iceland. This change, alongside a share price of $37.72 and a mixed return profile over the past year and the past 3 months, is prompting investors to reassess how the business mix and current valuation line up. See our latest...

Why expectations for another earnings surprise are putting National Energy Services Reunited (NESR) on watch Recent commentary around National Energy Services Reunited (NESR) focuses on its pattern of outperforming earnings estimates and a current +7.69% Earnings ESP, paired with a neutral Zacks Rank, which is drawing fresh attention from investors. See our latest analysis for National Energy Services Reunited. At a share price of US$20.61, NESR has seen a 16.81% 1 month share price return...

Miracle-Gro, a brand under Scotts Miracle-Gro (NYSE:SMG), has launched a refreshed lineup of indoor soils and plant foods. The company has introduced new plant care solutions and its first organic plant food, tailored to indoor gardeners. The products are positioned to support easier indoor gardening and promote wellness during the winter months. For Scotts Miracle-Gro, best known for lawn and garden products, expanding its indoor range fits with growing interest in home based hobbies and...

American Express renewed and expanded its multi year partnership with the NBA, deepening ties with the WNBA and USA Basketball. The deal introduces new exclusive Card Member and fan experiences across major basketball events and digital platforms. The partnership is aimed at increasing brand visibility and strengthening customer engagement through integrated basketball centric programs. For investors watching NYSE:AXP, this expanded basketball partnership comes at a time when the stock...

On January 30, 2026, CECO Environmental entered into a Fourth Amended and Restated Credit Agreement, securing a senior secured revolving credit facility of up to US$700.0 million maturing in 2031, with financial covenants tied to leverage and coverage ratios. This expanded and flexible debt facility, with the option to further increase capacity subject to leverage thresholds, materially reshapes CECO’s balance sheet resources for acquisitions and general corporate needs. Next, we’ll examine...

Insider buying puts focus on Marriott Vacations Worldwide Recent insider share purchases at Marriott Vacations Worldwide (VAC) have put the stock back on investors’ radar, arriving at a time of cautious analyst sentiment and visible institutional selling. In addition to regular dividends, ongoing share repurchases and a CEO transition, these insider moves are giving investors fresh information to weigh against high short interest and mixed recent return figures. See our latest analysis for...

Kinsale Capital Group, Inc. recently announced that its Board of Directors declared a cash dividend of US$0.25 per share, payable on March 12, 2026 to stockholders of record as of February 26, 2026. This latest dividend decision comes as investors focus on Kinsale’s upcoming earnings report, following a prior quarter where the company exceeded revenue expectations and analysts have largely maintained their forecasts. With the new US$0.25 dividend declaration in place, we’ll now examine how...

In late January, Lincoln National’s board declared semi-annual and quarterly dividends on its Series C and Series D preferred stock, payable on March 1, 2026 to holders of record as of February 13, 2026, with depositary shareholders receiving US$46.25 and US$0.5625 per share respectively. These preferred dividends highlight Lincoln National’s ongoing capital return to specific investor classes at a time when the market is watching its upcoming earnings report and recovery prospects. With...

If you are wondering whether Interactive Brokers Group is attractively priced right now, the key question is how its current share price compares with a fair value estimate. The stock most recently closed at US$77.20, with returns of 3.0% over 7 days, 9.6% over 30 days, 14.8% year to date and 40.2% over 1 year, while the 3 year and 5 year returns are 263.6% and 325.4% respectively. Recent news coverage around Interactive Brokers has largely focused on its role as a global electronic...

Coinbase Global (NasdaqGS:COIN) is facing legal action from the Nevada Gaming Control Board over event contracts that regulators say amount to unlicensed gambling. Cathie Wood's ARK Invest has trimmed its position in Coinbase, pointing to a shift in how at least one large institutional holder is managing exposure to the stock. At the same time, Coinbase is expanding its security collaboration with the Crypto ISAC, focusing on continuous cyber threat intelligence sharing across the crypto...

Morgan Stanley’s upbeat initiation and Google’s larger stake have pushed TeraWulf (WULF) into focus, as the company leans harder into converting bitcoin mining sites into AI ready, leased data center infrastructure. See our latest analysis for TeraWulf. TeraWulf’s latest moves are landing against a backdrop of strong momentum, with a 30 day share price return of 26.95%, a year to date share price return of 30.53%, and a very large 3 year total shareholder return. This signals that recent...

Marriott International FY 2025 earnings snapshot Marriott International (MAR) has wrapped up FY 2025 with fourth quarter revenue of US$6.7b, basic EPS of US$1.66 and net income of US$445m, while trailing 12 month revenue stands at US$26.2b, basic EPS at US$9.53 and net income at US$2.6b. The company has seen quarterly revenue move from US$1.7b in Q4 2024 to US$6.7b in Q4 2025, with basic EPS shifting from US$1.63 to US$1.66 over the same period, and trailing 12 month revenue and EPS also...

Recent performance context for Elevance Health With no single headline event driving attention today, Elevance Health (ELV) is drawing interest as investors weigh its recent share price performance against current earnings, revenue and value indicators across its health benefits and pharmacy services operations. See our latest analysis for Elevance Health. The recent pullback, including a 12.66% 1 month share price return decline and a 15.15% 1 year total shareholder return decline, points to...

Devon Energy and Coterra Energy agreed to a $58 billion all-stock merger. The combined company is set to become one of the largest shale producers in the Permian Basin. The transaction is aimed at capturing synergies and improving shareholder returns. For holders of NYSE:DVN, this deal comes with the stock trading around $43.48 and a mixed performance record. Shares are up 5.8% over the past week, 21.6% over the past month, and 14.8% year to date, while the 1 year return is 27.3%. Over a 3...

Yum! Brands: recent returns put the stock back in focus Yum! Brands (YUM) has quietly drawn more investor attention after delivering a 2.1% return over the past month and about 6.3% in the past 3 months, taking its 1 year total return to roughly 10.4%. See our latest analysis for Yum! Brands. That recent uptick in Yum! Brands’ share price, with a 30 day share price return of 2.1% and 90 day share price return of 6.4%, sits alongside a 1 year total shareholder return of about 10.4%. This...

Proficient Auto Logistics (PAL) has just posted its FY 2025 numbers, with Q4 revenue of US$105.4 million, a basic EPS loss of US$0.92, and trailing twelve month revenue of US$430.4 million against a basic EPS loss of US$1.21, alongside reported year over year revenue growth of 78.7%. The company has seen quarterly revenue move from US$91.5 million in Q3 2024 to US$93.4 million in Q4 2024, then to US$95.2 million in Q1 2025, US$115.5 million in Q2 2025, US$114.3 million in Q3 2025 and US$105.4...

Unity Software (NYSE:U) has appointed Bernard Kim to its Board of Directors, adding a veteran executive with experience across major gaming and consumer technology companies. Several longtime board members are set to depart, marking a significant refresh of Unity's board composition. The company has also announced the planned retirement of its Chief Accounting Officer, introducing an additional leadership transition on the finance side. Unity Software runs a real time 3D development...

Why Jack Henry & Associates Is On Investors’ Radar Jack Henry & Associates (JKHY) has drawn attention after a recent share pullback, with the stock down about 10% over the past month and 4% year to date, despite slightly positive 1 year total returns. For investors tracking longer trends, Jack Henry & Associates shows a 2% total return over the past 3 months, 6.6% over 3 years, and 24.1% over 5 years. This raises questions about how current pricing lines up with its financial profile. See our...

Reinsurance Group of America, Incorporated recently reported full-year 2025 results showing revenue of US$23.70 billion and net income of US$1.18 billion, alongside a quarterly dividend of US$0.93 per share and confirmation that its prior US$125 million buyback plan was completed. At the same time, the company exited a previous repurchase plan and authorized a new open-ended share buyback of up to US$500 million, signaling continued focus on capital deployment alongside record earnings and a...

In early February 2026, Pulse Biosciences reported late-breaking first-in-human data for its nPulse Cardiac Catheter, showing high atrial fibrillation treatment success, short procedure times, and a low rate of serious adverse events, presented at the 31st Annual AF Symposium in Boston. The early 6- and 12-month outcomes, including very high procedural success in evaluable patients, highlight how nanosecond pulse field ablation may become a differentiated option within catheter-based atrial...

Vertiv Holdings Co (NYSE:VRT) is emerging as a key technology supplier for AI infrastructure, tied to the current AI data center buildout. The company has agreed a roughly US$1b accretive acquisition that expands its role across power and thermal systems for AI workloads. Vertiv is working with leading chip and hyperscale companies, including a collaboration with NVIDIA, to support high density AI data centers. Vertiv focuses on power, cooling and infrastructure solutions that keep data...

In early February 2026, GE Vernova reported past 2025 results showing revenue of US$10,956 million in Q4 and US$38,068 million for the year, alongside net income of US$3,664 million for Q4 and US$4,884 million for the full year, while also issuing multiple new senior unsecured bond offerings and completing share repurchases of 8,179,000 shares for US$3,343.5 million. Recent agreements with Maxim Power and Xcel Energy, combined with GE Vernova’s near 100 gigawatts gas power backlog and...

If you are wondering whether National Bank Holdings is currently priced fairly or if there might be value on the table, you are in the right place. The stock last closed at US$41.83, with returns of 1.2% over 7 days, 4.4% over 30 days, 10.4% year to date, 11.0% over 3 years and 32.0% over 5 years, while the 1 year return sits at a 2.0% decline. Recent attention on the bank has focused on its share price performance over different time frames and how that lines up with the broader banking...

Rockwell Automation recently reported first-quarter 2026 results showing higher revenue of US$2,105 million and net income of US$305 million, and it raised full-year 2026 diluted EPS guidance to a range of US$10.75–US$11.55 while reaffirming sales guidance of US$8.8 billion. An additional insight is that Rockwell Automation continued returning capital to shareholders by completing a multi-year buyback program totaling US$6.23 billion and 28.62% of its shares, alongside advancing areas such...