U.S. Industrials Stock News

Lazard (LAZ) has capped FY 2025 with fourth quarter revenue of US$906.7 million, basic EPS of US$0.50 and net income excluding extra items of US$49.9 million, setting a clear marker for how the year wrapped up. The firm has seen quarterly revenue move from US$811.4 million in Q4 2024 to US$906.7 million in Q4 2025, while Q4 EPS shifted from US$0.89 to US$0.50 over the same stretch, giving investors a mixed read on top line scale and per share profitability as they weigh what softer margins...

Wendy's is seeking new franchise partners to expand in Tijuana and Baja California in Mexico. The company is pursuing this international growth while also addressing operational challenges and store closures in the U.S. These developments arrive as the share price of NasdaqGS:WEN stands at $7.72, reflecting multi year return pressures. For investors tracking NasdaqGS:WEN, the current share price of $7.72 comes after declines of 45.0% over 1 year and 59.4% over 3 years. Returns over 5 years...

Kratos Defense & Security Solutions opened a new 55,000 square foot hypersonic system manufacturing facility in Maryland. The facility is intended to support major U.S. defense programs, including the Multi Service Advanced Capability Hypersonics Test Bed 2.0. Its location near NASA Wallops Flight Facility is expected to support operational and logistics efficiencies. For investors watching NasdaqGS:KTOS, this move comes as the stock trades at $108.16, with very large 1 year gains and a...

Key Insights The considerable ownership by retail investors in Lightbridge indicates that they collectively have a...

The Lockheed Martin Corporation ( NYSE:LMT ) share price has done very well over the last month, posting an excellent...

Ford Motor (NYSE:F) is launching a new battery energy storage business, Ford Energy. Lisa Drake has been appointed president of the new unit, focusing on stationary battery storage solutions. The move marks Ford’s entry into the growing U.S. battery storage market, expanding beyond vehicle manufacturing. Ford Motor, trading at $14.0, is adding a new line of business as it looks beyond its core automaking operations. The stock has posted a 48.0% return over the past year and 62.3% over five...

NNN REIT affirmed its regular quarterly dividend, extending its 36-year streak of consecutive annual dividend growth. The decision underscores management’s focus on income stability and long term capital returns for shareholders. Management continues to emphasize rent growth and acquisitions as key supports for the dividend policy. NNN REIT, traded as NYSE:NNN, reconfirmed its dividend at a time when income focused investors are paying close attention to payout consistency. The stock last...

Alexandria Real Estate Equities (ARE) is back in focus after reporting a Q4 2025 net loss of about US$1.1b and a full year loss of roughly US$1.4b, which the company attributed largely to real estate impairments. See our latest analysis for Alexandria Real Estate Equities. That earnings release and the fresh US$800m tender offer for long dated notes come after a volatile stretch, with a 1 month share price return of 9.26% but a 1 year total shareholder return of 39.97% in the red. This...

If you are wondering whether MPLX is still reasonably priced after its strong run, this article will help you make sense of where the current share price sits against different views of value. With the stock at US$56.24 and returns of 1.2% over 7 days, 4.8% over 30 days, 4.4% year to date and 13.9% over 1 year, many investors are asking whether the recent performance reflects growth potential or a shift in perceived risk. Over the past few months, MPLX has attracted attention as investors...

Gold Royalty (GROY) has been in focus after reporting preliminary revenue of US$4,501,000 for the quarter and US$15,610,000 for 2025, alongside acquiring a net smelter royalty on Brazil’s Borborema gold mine. See our latest analysis for Gold Royalty. At a share price of US$4.65, Gold Royalty has seen a 26.02% 90 day share price return and a very large 263.28% 1 year total shareholder return. This suggests recent momentum that contrasts with the 1 day and 7 day pullback, as the market weighs...

Some United Parcel Service, Inc. ( NYSE:UPS ) shareholders may be a little concerned to see that the Executive VP...

Trimble (NasdaqGS:TRMB) has appointed West Side Tractor Sales Co. as its newest Trimble Technology Outlet. The partnership focuses on civil construction customers using John Deere earthmoving equipment. The agreement covers northern Illinois, Indiana, and parts of Michigan. Customers in these territories gain broader access to Trimble grade control and site positioning solutions. For you as an investor looking at Trimble, this move fits within its core role providing technology for civil...

In late January 2026, Intellia Therapeutics announced that the FDA removed the clinical hold on its MAGNITUDE-2 Phase 3 trial of CRISPR-based therapy nexiguran ziclumeran for hereditary transthyretin amyloidosis with polyneuropathy, allowing patient enrollment and dosing to resume under enhanced liver safety monitoring and a slightly expanded enrollment target. This decision marks a key regulatory step for Intellia’s in vivo gene-editing program, highlighting both the promise of a one-time...

Key Insights The projected fair value for BlueLinx Holdings is US$125 based on 2 Stage Free Cash Flow to Equity...

In late January 2026, Newmont benefited from record-breaking gold and silver prices driven by geopolitical tensions, economic uncertainty, and strong central bank demand, alongside fresh operational updates at the AME Roundup conference in Vancouver. Together with streamlining after the Newcrest acquisition and plans to sell millions of ounces from core mines, these conditions have sharpened Newmont’s role as a key proxy for safe-haven precious metals exposure. We’ll now examine how this mix...

Sea Limited (NYSE:SE) recently reported quarterly results that highlighted strong revenue and gross merchandise value performance. Management chose to prioritize growth initiatives in logistics, fulfillment, and membership programs, even though these moves weigh on near term margins. The company signaled an intention to keep funding these initiatives as it refines its business model and competitive position. Sea runs a broad digital ecosystem across e commerce, digital entertainment, and...

Some Johnson & Johnson ( NYSE:JNJ ) shareholders may be a little concerned to see that the CEO & Chairman, Joaquin...

With a price-to-sales (or "P/S") ratio of 0.5x Bionano Genomics, Inc. ( NASDAQ:BNGO ) may be sending very bullish...

Eli Lilly (NYSE:LLY) agreed to work with Seamless Therapeutics on gene editing therapies for hearing loss. The company entered a research agreement with Repertoire Immune Medicines to pursue tolerizing therapies for autoimmune diseases. The FDA granted Breakthrough Therapy designation to oncology candidate sofetabart mipitecan for platinum resistant ovarian cancer. Eli Lilly, long known for its diabetes and obesity franchises, is pushing further into genetic medicines and oncology as it...

To the annoyance of some shareholders, Guidewire Software, Inc. ( NYSE:GWRE ) shares are down a considerable 27% in the...

Key Insights The projected fair value for Tsakos Energy Navigation is US$26.81 based on Dividend Discount Model With...

Pinnacle Financial Partners, Inc. ( NYSE:PNFP ) has announced that it will be increasing its dividend from last year's...

Key Insights The considerable ownership by individual investors in Galectin Therapeutics indicates that they...

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...