U.S. Infrastructure Stock News

CareTrust REIT (NYSE:CTRE) reported a record US$1.8b of investments in its latest fiscal year. The company entered the UK care home market through the acquisition of Care REIT plc. CareTrust completed its first seniors housing operating (SHOP) sector deal, expanding its business model. The REIT reported nearly doubled net income and growth in normalized FFO, while doubling its professional team. CareTrust REIT, a healthcare focused real estate investment trust, is leaning further into...

Earlier this week, Maplebear Inc. (Instacart) reported fourth-quarter 2025 results showing revenue of US$992 million versus US$883 million a year earlier, while quarterly net income declined to US$81 million from US$148 million amid higher legal and regulatory costs. Alongside its strongest gross transaction value and order growth in three years, Maplebear bought back US$1.10 billion of shares in Q4 2025, signaling management’s confidence even as profitability came under pressure. Next,...

In recent sessions, ACM Research drew attention as investors focused on its upcoming February 26, 2026 earnings release, with expectations for lower earnings per share but higher year-over-year revenue. This combination of softer profitability alongside anticipated revenue growth is sharpening interest in how the company is balancing expansion with earnings quality. Against this backdrop of anticipated earnings pressure alongside revenue growth, we will explore how the upcoming results could...

Keurig Dr Pepper (NasdaqGS:KDP) has appointed Amie Thuener of Alphabet and William Newlands of Constellation Brands as independent directors. The company is restructuring its Board committees to adjust oversight as it pursues the acquisition of JDE Peet's and a planned split into two businesses. These governance changes come as Keurig Dr Pepper prepares for a major transformation of its corporate structure. Keurig Dr Pepper, trading at $29.69, sits at the center of a large transaction and...

Sylvamo (SLVM) has put its heavy investment plans front and center after reporting fourth quarter and full year 2025 results, with lower sales and earnings as Eastover mill projects and a 2026 transition year take shape. See our latest analysis for Sylvamo. The earnings release and Eastover mill plans have come with some volatility, with a 1 day share price return of a 6.16% decline and a 90 day share price return of 12.51% at a last close of $51.37. The 1 year total shareholder return of a...

What Sealed Air’s Recent Performance Signals for Investors With no single headline event driving Sealed Air (SEE) into focus today, many investors are looking instead at how its packaging business, returns, and recent financial figures fit into a broader portfolio. See our latest analysis for Sealed Air. Sealed Air’s share price has been fairly steady around US$41.93 recently, but the 1 year total shareholder return of 26.31% contrasts with a 3 year total shareholder return decline of 10.79%,...

Main Street Capital (MAIN) is back in focus after expanding its revolving credit facility by $30 million to $1.175 billion and backing DMS Holdco LLC’s acquisition of Johnson & Quin, Inc. with fresh capital. See our latest analysis for Main Street Capital. At a share price of $59.44, Main Street Capital has seen a 7.07% 1 month share price decline but still posted a 4.06% 3 month share price gain and a 148.40% 5 year total shareholder return, suggesting that long term momentum contrasts with...

Board member Dean Kamen has taken a leave of absence from NYSE:BETA following revelations about his connections to Jeffrey Epstein. The company has initiated an independent investigation into the matter. The development comes soon after NYSE:BETA's IPO, placing extra focus on board composition and governance practices. For investors following NYSE:BETA, this governance issue lands at a time when the company is in the spotlight for its post-IPO trajectory and high profile growth plans. As an...

In recent months, Fastenal reported a strong improvement in its outlook, with analysts expecting profits to increase by about 30% over the next few years, while its shares now trade at a higher valuation than many industry peers based on price-to-earnings multiples. This combination of a richer valuation and optimistic profit expectations raises important questions about how much future growth is already reflected in Fastenal’s current market value. We’ll now examine how Fastenal’s richer...

Southwest Airlines (NYSE:LUV) announced it will roll out free Starlink satellite WiFi across its fleet, along with broader cabin upgrades. The company also disclosed a board shake-up, with two directors resigning and the overall board size being reduced. The inflight connectivity initiative and the governance changes were announced together, underscoring a period of corporate change for the airline. For you as an investor, this development relates directly to how Southwest positions itself...

In February 2026, Terreno Realty Corporation reported past fourth-quarter and full-year 2025 results showing higher revenue and net income versus the prior year, and declared a regular quarterly cash dividend of US$0.52 per common share payable on April 10, 2026 to shareholders of record on March 27, 2026. Alongside confirming no share repurchases under its longstanding buyback authorization in late 2025, Terreno’s earnings release highlighted materially higher basic and diluted earnings per...

In recent quarters, Dollar Tree reported that 3 million additional households visited its stores versus a year earlier, with 60% of these new shoppers earning at least $100,000 and a growing share of new locations opening in higher-income ZIP codes. By lifting its base price to $1.25, adding items priced up to $7, and entering wealthier neighborhoods, the retailer is broadening its appeal beyond traditional bargain hunters to include more affluent, value-conscious customers. Next, we’ll...

In February 2026, Trinity Industries, Inc. reported fourth-quarter 2025 results showing quarterly sales of US$611.2 million and net income of US$186.6 million, alongside GAAP diluted EPS of US$2.28 and new 2026 earnings guidance of US$1.85 to US$2.10 per share. A key driver of this performance was a US$194.0 million non-cash gain from restructuring a major railcar partnership, which, together with stronger leasing margins and secondary market activity, lifted full-year EPS by 73% and...

What MGIC Investment (MTG) Offers Investors Right Now MGIC Investment (MTG) has drawn fresh attention after recent share moves, with the stock down over the past week but modestly higher over the past month and past 3 months. At a last close of US$26.66, MGIC sits against a longer record that includes a negative year to date return, a positive 1 year total return, and multi year total returns that may interest income and value focused investors. See our latest analysis for MGIC...

Harrow, Inc. recently promoted Patrick W. Sullivan, age 50, to Chief Commercial Officer effective January 30, 2026, and reaffirmed its full-year 2025 revenue guidance of US$270 million to US$280 million. By elevating an experienced commercial leader with a track record across major pharmaceutical launches while reiterating revenue expectations, Harrow is signaling both commercial focus and operational steadiness. Next, we’ll consider how Sullivan’s promotion to Chief Commercial Officer might...

Autodesk recently filed a lawsuit against Google alleging trademark infringement over the use of the “Flow” name for AI tools in film, TV, and gaming production, claiming Google launched competing software and pursued a trademark without Autodesk’s consent. The dispute has drawn fresh attention to Autodesk’s role in AI-enabled media and entertainment workflows, raising questions about how it protects its software brands as competition intensifies. We’ll now examine how this trademark dispute...

Dorman Products recently expanded its addressable market by launching hundreds of new direct replacement parts that meet or exceed original equipment standards, integrating the previously acquired SuperATV business and enhancing its position across adjacent aftermarket categories. The company also rolled out a redesigned website with an upgraded e-commerce platform, aiming to improve part identification, order accuracy, and delivery efficiency, which could meaningfully influence how...

If you are trying to figure out whether Cimpress at around US$74 per share still offers value, you will want to see how the current price lines up against different valuation checks. The stock has seen a mix of moves recently, with a 1.8% decline over the past week and a 6.9% decline over the past month, while still showing returns of 13.1% year to date and 37.9% over the past year. Investors have been reacting to ongoing business updates and broader sentiment around Cimpress, which have...

FDA declined to review Moderna’s mRNA flu vaccine application, despite prior agreement on study design. The decision reportedly went against the recommendations of career FDA scientists. Regulatory setback raises questions for Moderna’s broader mRNA vaccine pipeline and timelines. For investors following Moderna, NasdaqGS:MRNA, this FDA decision cuts to the core of its investment story as a vaccine focused mRNA platform company. The company has been working to extend its mRNA technology...

Insiders and high-profile investors have been buying shares of Sea (NYSE:SE), including fresh purchases disclosed in recent filings. ARK Invest has increased its stake in Sea, adding to its position during a period of sector pressure and company transition. These transactions come while Sea continues to adjust its gaming business and refine its broader operating model. Sea runs a combination of digital businesses that include gaming, e commerce, and financial services, all of which are...

PG&E (NYSE:PCG) is preparing for a major winter storm by pre-positioning crews, equipment, and support teams across its service territory. The company has activated its Emergency Operations Center and developed response plans aimed at managing potential power outages and service disruptions. These steps are focused on customer safety, grid reliability, and managing weather-related and wildfire-related risks during the upcoming storm period. PG&E is a large regulated electric and gas utility...

The board of International Paper Company ( NYSE:IP ) has announced that it will pay a dividend of $0.4625 per share on...

Charter Communications, Inc. ( NASDAQ:CHTR ) shares have had a really impressive month, gaining 26% after a shaky...

Some Knight-Swift Transportation Holdings Inc. ( NYSE:KNX ) shareholders may be a little concerned to see that the...