U.S. Industrials Stock News

Earlier in December 2025, Atai Life Sciences N.V. received a new U.S. patent for EMP-01, its oral R-MDMA formulation being developed for social anxiety disorder and other mental health indications, providing exclusivity through 2043. This long-dated patent protection strengthens Atai’s intellectual property position around EMP-01 just as an exploratory Phase 2a trial is enrolling, with topline results expected in the first quarter of 2026. We’ll now examine how this extended patent...

Zai Lab Limited recently dosed the first participant in a global randomized, double-blind, placebo-controlled Phase 1/1b trial of ZL-1503, a potential first-in-class IL-13/IL-31R bispecific antibody for moderate-to-severe atopic dermatitis, following encouraging preclinical data presented at the 2025 EAACI Congress. The internally discovered ZL-1503, designed to suppress both inflammatory and itch-related pathways with an extended half-life, could meaningfully broaden Zai Lab’s immunology...

Iron Mountain (IRM) has quietly pulled back, with the stock down around 21% over the past 3 months and roughly 25% year to date. This has raised fresh questions about whether this long term winner is finally on sale. See our latest analysis for Iron Mountain. At around $78.86, Iron Mountain’s recent slide, including a sharp 7 day share price return of negative 10.42 percent and a 1 year total shareholder return of negative 19.6 percent, suggests momentum is fading in the short term even...

McGrath RentCorp (MGRC) has quietly outperformed many industrial peers this month, climbing roughly 13%, even though its performance over the past 3 months remains negative. That combination of recent momentum and earlier pullback is drawing fresh attention. See our latest analysis for McGrath RentCorp. Despite the recent bounce, McGrath RentCorp’s 1 month share price return of 12.62% sits against a slightly negative year to date move. Its 5 year total shareholder return of 84.92% shows...

Solventum (SOLV) just picked up a meaningful endorsement, with new international clinical guidance expanding how its Prevena closed incision negative pressure therapy can be used across surgeries that prioritize patient safety. See our latest analysis for Solventum. These endorsements and the recent Acera Surgical deal have arrived against a constructive backdrop, with Solventum’s 90 day share price return of 9.44 percent and year to date share price return of 22.37 percent hinting that...

Armstrong World Industries recently amended its credit agreement, putting in place new credit facilities totaling US$910.63 million, including a US$500.00 million revolving credit facility and a US$410.63 million term loan that both mature in 2030, while repaying all debt under its prior agreement. A key feature of this refinancing is that interest costs are now tied to Armstrong’s leverage ratio, potentially rewarding a stronger balance sheet with lower borrowing rates and greater financial...

On 11 December 2025, Byline Bancorp, Inc. announced that its board had authorized a share repurchase program for up to 2,250,000 shares, or 4.9% of its outstanding stock, running through 31 December 2026, with repurchased shares available for equity incentive plans and other corporate uses. This buyback authorization signals management’s willingness to use excess capital to adjust the share count and potentially influence future capital allocation flexibility. We’ll now examine how this...

Earlier this month, AM Best upgraded Jackson National Life Insurance Company’s Long-Term Issuer Credit Ratings to “a+” and affirmed its A Financial Strength Rating, citing strong balance sheet, operating performance, business profile, and risk management. The upgrade also reflected progress on Jackson’s strategic plan, including stronger variable annuity sales and improved fixed and indexed annuity demand, highlighting the importance of its product mix and distribution execution. We’ll now...

Earlier in 2025, Varonis Systems reported third-quarter results that fell short of revenue forecasts, highlighting a sharp drop in term license subscription revenues and specific weakness in its on-premises subscription business. Soon after these disclosures, law firm Kaplan Fox & Kilsheimer LLP launched a securities law investigation into Varonis, underscoring investor concern about how the company communicated its performance and business transition challenges. We’ll now explore how the...

Silicon Laboratories (SLAB) has quietly outperformed over the past month, rising about 14% even as its past 3 months remain slightly negative. That mix of momentum and recent volatility makes the setup interesting. See our latest analysis for Silicon Laboratories. Zooming out, that 13.98% 1 month share price return comes after a choppier spell, with the share price now at $134.49 and short term momentum starting to rebuild even as longer term total shareholder returns remain modest. If...

ServiceNow (NOW) shares have been under pressure lately, slipping over the past week and month. This has investors asking whether the recent pullback reflects changing fundamentals or simply sentiment catching up with earlier gains. See our latest analysis for ServiceNow. Zooming out, the 1 year total shareholder return of minus 29.72 percent and a 90 day share price return of minus 20.21 percent suggest momentum has clearly faded, even though the 3 year total shareholder return of 100.83...

StandardAero, Inc. is turning heads after its board approved a major buyback plan, followed by a share repurchase program of up to $450 million. That kind of capital commitment is often interpreted as a sign of management confidence. See our latest analysis for StandardAero. The buyback news lands just as StandardAero’s momentum is starting to build, with a 1 month share price return of 14.05 percent and a 1 year total shareholder return of 11.68 percent, around the recent Bernstein investor...

Earlier in December 2025, Morgan Stanley downgraded Archer-Daniels-Midland to Underweight after ADM cut its full-year EPS outlook to US$3.25–US$3.50 despite a third-quarter earnings beat and persistent weakness in its Crushing unit. At the same time, ADM extended its 94-year streak of uninterrupted quarterly dividends, underscoring its commitment to shareholder income even as it faces operational and regulatory headwinds. We’ll examine how the downgrade and ongoing Crushing unit challenges...

In recent months, Westinghouse Air Brake Technologies completed its €675 million cash acquisition of Austria-based Frauscher Sensor Technology Group and reported third-quarter 2025 earnings that exceeded expectations, while Freight Components Group President Michael Fetsko sold 5,058 shares worth about US$1.09 million. Together with upbeat guidance, significant international orders, and declining short interest versus peers, these developments underline how Wabtec is leaning on acquisitions...

Kontoor Brands (KTB) has quietly slid about 8% over the past month and roughly 21% in the past 3 months, even though its denim focused business continues to post solid revenue and earnings growth. See our latest analysis for Kontoor Brands. Zooming out, that weak recent share price return sits against a much stronger backdrop, with total shareholder return still well ahead over three and five years as Kontoor steadily grows revenue and earnings while sentiment cools in the near term. If...

On December 15, 2025, Simon Property Group director Randall Lewis purchased 545 shares, lifting his stake to 5,773 shares as the REIT continues integrating recent acquisitions such as Taubman Realty Group and Phillips Place. This insider buying streak, combined with management’s emphasis on premium redevelopments and a higher dividend, highlights leadership’s conviction in the company’s reshaped retail portfolio and cash-generation potential. We’ll now examine how this insider buying...

Brokers have recently lifted their earnings-per-share estimates for ZTO Express (Cayman) by more than 6% for both the current year and 2026, citing strong operational efficiency, solid liquidity, and healthy parcel volume growth in its core express delivery services business. This combination of upgraded profit expectations and improving productivity highlights how ZTO’s focus on efficiency and parcel mix quality is reinforcing confidence in its longer-term earnings power. Next, we’ll...

On December 8, 2025, United Community Banks, Inc. announced a share repurchase program authorizing up to US$100,000,000 of common stock buybacks through December 31, 2026. This authorization signals that the board sees value in reducing share count and returning capital to investors, even as the bank balances growth investments and regulatory capital needs. We’ll now explore how this US$100,000,000 buyback authorization may influence United Community Banks’ existing investment narrative and...

Liberty Global (LBTY.A) has been drifting lower this year, with the stock down about 17% year to date and roughly 13% over the past year, despite a solid three year total return. See our latest analysis for Liberty Global. With the share price now around $10.89 and a negative year to date share price return, short term momentum looks tired, but the positive three year total shareholder return hints that patient investors have still been rewarded over time. If Liberty Global’s recent weakness...

Fortune Brands Innovations (FBIN) just gave investors two reasons to pay attention: a slightly higher quarterly dividend and fresh awards for its Therma Tru Veris Modern Grain doors, both pointing to confidence in cash generation and product strength. See our latest analysis for Fortune Brands Innovations. Even with the steady stream of positive updates, including the dividend bump and design awards, Fortune Brands Innovations’ recent 30 day share price return of 15.5% comes after a tougher...

Academy Sports and Outdoors, Inc. recently reported past third-quarter 2025 results, with sales rising to US$1,383.7 million and diluted EPS from continuing operations increasing to US$1.05, while also affirming a quarterly dividend of US$0.13 per share. The company paired this earnings release with slightly narrowed full-year guidance and an acceleration of its store rollout to 317 locations across 21 states, highlighting its focus on physical expansion alongside steady profitability. Next,...

Flutter Entertainment (NYSE:FLUT) is back in focus after the UK Budget outlined steep gaming tax hikes that reshape one of its core markets, prompting management to roll out a two phase mitigation plan. See our latest analysis for Flutter Entertainment. At around $220 per share, Flutter’s 1 month share price return of nearly 14 percent stands out against a weaker year to date share price return and a negative 1 year total shareholder return. This suggests momentum is tentatively rebuilding as...

Earlier in December, Remitly Global used its Investor Day to outline new financial guidance, projecting high-teens revenue growth for 2026 and targeting revenue between US$2.60 billion and US$3.00 billion by 2028. Management also set out medium-term adjusted EBITDA ambitions and highlighted products like Remitly One and Remitly Business as key levers to deepen customer engagement and expand into adjacent services. Next, we’ll examine how Remitly’s 2028 revenue and profitability targets could...

Parsons Corporation recently announced it has secured a position on the U.S. Air Force’s Comprehensive Construction & Engineering Multiple Award Task Order Contract, a global program with a US$15 billion ceiling that will run for up to ten years and cover design, construction management, and infrastructure renewal across key military facilities. This award further embeds Parsons in long-duration U.S. defense infrastructure work, broadening its access to mission-critical projects that...