U.S. Machinery Stock News

Champion Homes (SKY) reported Q3 2026 revenue of US$656.6 million with basic EPS of US$0.97. This comes against a backdrop where trailing twelve month figures show revenue of about US$2.6 billion and EPS of US$3.77. The company has seen quarterly revenue move between US$593.9 million and US$701.3 million over the past six reported periods, while basic EPS has ranged from US$0.63 to US$1.13. This performance contributes to trailing net income of US$213.6 million. With net profit margin at 8.1%...

Weatherford International’s FY 2025 Earnings Snapshot Weatherford International (WFRD) closed out FY 2025 with Q4 revenue of US$1.3b and basic EPS of US$1.92, backed by net income of US$138m. The company has seen quarterly revenue range from US$1,193m to US$1,341m across the last six reported periods, while basic EPS has moved between US$1.04 and US$2.14 over the same stretch. This provides a clear view of how the top and bottom lines have tracked through the cycle. With a trailing twelve...

In January 2026, Cogent Biosciences announced that the FDA granted Breakthrough Therapy Designation to bezuclastinib plus sunitinib for previously imatinib-treated GIST, based on PEAK trial data showing improved progression-free survival and a favorable safety profile compared with sunitinib alone. The FDA’s decision to review Cogent’s New Drug Application under its Real-Time Oncology Review program highlights regulatory interest in potentially accelerating access to this combination...

Oceania Cruises reported record launch day bookings for its new ship, Oceania Sonata, surpassing prior booking records by a wide margin. The keel laying of Oceania Sonata marks the start of a new class of luxury vessels, with four Sonata Class ships scheduled for delivery through 2035. These developments highlight Norwegian Cruise Line Holdings' focus on expanding its premium and luxury offerings within the broader cruise market. For investors watching Norwegian Cruise Line Holdings...

Graco (GGG) is back in focus after its fourth quarter and full year 2025 earnings, where sales, net income, and earnings per share all came in higher than the prior year’s levels. See our latest analysis for Graco. The earnings release and 2026 sales guidance have come alongside a 1-day share price return of 3.14%, adding to a 30-day share price return of 9.66% and a 1-year total shareholder return of 9.69%. Taken together, these figures suggest that momentum has been picking up recently. If...

American Water Works Company (AWK) continues to trade around $124.30, with recent returns showing a 1 day decline of 1.26% and weaker performance over the past week, month, and past 3 months. See our latest analysis for American Water Works Company. Recent trading has been soft, with a 1 day share price return decline of 1.26%, a 7 day share price return decline of 2.16% and a year to date share price return decline of 4.62%, while the 1 year total shareholder return of 3.03% suggests only...

Artivion recently presented new clinical data from the NEXUS TRIOMPHE and AMDS PERSEVERE IDE trials at the 62nd Annual Meeting of the Society of Thoracic Surgeons, highlighting strong one- and two-year outcomes in high-risk aortic arch patients. The results, including high survival and stroke-free rates plus sustained aortic remodeling without new entry tears, underscore the potential clinical importance of Artivion’s aortic arch technologies in complex dissections and aneurysms. Next, we...

American Express has launched a new pay over time option for small business owners in the UK. The feature expands the company’s flexible financing tools aimed at small enterprises. The move positions American Express alongside card peers that already offer installment and revolving credit features to business clients. For investors watching NYSE:AXP, this UK launch adds another piece to the small business story at a time when financing tools are a key part of card issuers’ value...

If you are trying to work out whether GeneDx Holdings is attractively priced or not, it helps to first understand how its recent share price and valuation checks line up. The stock last closed at US$85.35, with a 10.4% decline over the past week and a 35.1% decline over the last 30 days, set against a 27.0% gain over the past year and a very large return over three years. Those mixed returns, including a very large three year move and a 35.5% decline year to date, suggest the market has been...

If you are wondering whether XPO at around US$179.54 is still offering value after its strong run, you are not alone. That is exactly what this article is going to unpack. The stock has seen sharp recent moves, with returns of 21.1% over 7 days, 23.7% over 30 days, 29.4% year to date, 31.7% over 1 year and a very large 3 year and 5 year return. This naturally raises questions about risk and upside from here. Recent coverage has focused on XPO's position in the transportation and logistics...

Clinical and financing moves put Sangamo Therapeutics (SGMO) in focus Sangamo Therapeutics (SGMO) moved into the spotlight after releasing detailed Phase 1/2 STAAR study data for its Fabry gene therapy candidate, alongside a US$25 million follow on equity offering and a change in its finance leadership. See our latest analysis for Sangamo Therapeutics. Against this backdrop of clinical data, financing and leadership change, Sangamo Therapeutics’ share price has been under pressure, with a 30...

Why Giverny Capital’s Move Put Watsco (WSO) Back on Investors’ Radar Giverny Capital Asset Management’s decision to initiate a 3.5% portfolio position in Watsco (WSO) has drawn fresh attention to the HVAC distributor’s stock, particularly given the firm’s focus on long term compounders. The investment firm highlighted Watsco’s role as the largest distributor of HVAC systems in the U.S., as well as its ties with major brands such as Carrier, Rheem, and Daikin, as key reasons for adding the...

Warby Parker recently highlighted its resilience in a softer consumer backdrop, supported by a broader in-network insurance footprint that now includes Versant and helps capture demand as customers use their vision benefits, particularly in the seasonally important fourth quarter. At the same time, the company is positioning itself as an early mover in intelligent eyewear through partnerships with Google and Samsung, backed by substantial capital and product development support from these...

The spotlight on Starwood Property Trust (STWD) has sharpened as investors weigh its high dividend yield against interest rate and real estate cycle risks, while Starwood Capital refreshes U.S. asset management leadership with John Gonnella’s appointment. See our latest analysis for Starwood Property Trust. Despite the latest leadership move at Starwood Capital, Starwood Property Trust’s share price has been relatively steady, with a 2.21% 1 day share price return and a 1.15% 90 day share...

XPeng (XPEV) is back in focus after January 2026 deliveries fell 34% year over year to 20,011 vehicles, a shift that has sharpened attention on its near term growth and profitability path. See our latest analysis for XPeng. The weaker January deliveries have been accompanied by fading share price momentum, with XPeng’s 30 day share price return of 16.77% and 90 day share price return of 29.80% both in decline. Its 3 year total shareholder return of 70.43% still contrasts sharply with its 5...

Several large investment managers, including Giverny Capital Asset Management and ClearBridge Large Cap Growth Strategy, have recently identified Arista Networks (NYSE:ANET) as a key holding. These firms have either expanded or initiated positions in Arista, pointing to growing institutional attention on the company. The interest centers on Arista's role in supplying networking equipment and software to hyperscale data centers that support AI workloads. The moves highlight how AI driven...

If you are wondering whether Danaher's current share price lines up with its underlying value, you are not alone. This article is designed to help you size that up with clear numbers. Over the past month, the stock has seen a 6.7% decline, with a 2.2% drop over the last week and a 4.7% decline year to date, while the 1 year return stands at 4.1% and the 5 year return at 6.6%. These moves sit against a backdrop of ongoing interest in Danaher as a large life sciences and diagnostics group,...

Arm Holdings (NasdaqGS:ARM) reported record third quarter earnings with 26% year on year revenue growth and sharply higher data center royalties, but a revenue forecast below market expectations cooled sentiment around the stock. See our latest analysis for Arm Holdings. The latest results and softer revenue outlook come after a volatile few months for Arm, with a 90 day share price return showing a 33.71% decline and a 1 year total shareholder return showing a 39.46% loss, suggesting recent...

Accenture (ACN) is back in focus after UBS highlighted the company as a top beneficiary of rising generative AI spending, citing its cloud partnerships and role in large scale technology modernization projects. See our latest analysis for Accenture. At a share price of US$241.65, Accenture is coming off a tougher patch, with a 7 day share price return of 10.64% decline and year to date share price return of 7.04% decline. Its 1 year total shareholder return of 37.96% decline points to fading...

Twist Bioscience (TWST) shares have been in focus after the company paired better than expected Q1 revenue of US$103.7 million with a higher full year 2026 sales outlook and reiterated adjusted EBITDA breakeven ambitions. See our latest analysis for Twist Bioscience. The stronger Q1 update and raised 2026 sales outlook have arrived alongside a sharp shift in sentiment, with a 30 day share price return of 40.13% and a 90 day share price return of 57.10% at a last close of US$48.12. That short...

GE Aerospace (GE) is committing up to US$300 million to expand its engine repair hub in Singapore, using automation, digitization, and AI inspection to target faster turnaround times for Asia Pacific customers. See our latest analysis for General Electric. Alongside this Singapore expansion and recent appearances at the Singapore Airshow, General Electric shares at US$308.34 have seen mixed short term moves, with a 7 day share price return of 5.42% but a 30 day share price return of 4.93%...

In recent years, Shift4 Payments has delivered annual revenue growth of 27.2% and earnings per share growth of 40.2%, while expanding its market share and achieving a return on equity of 13%, underscoring strong operational performance as of today. An interesting aspect of this performance is that earnings have grown faster than revenue, suggesting that the company has been improving profitability on each incremental dollar of sales. Next, we’ll examine how Shift4’s combination of rapid...

Emerson Electric (EMR) opened fiscal 2026 with Q1 revenue of US$4.3b and basic EPS of US$1.08, alongside net income from continuing operations of US$605m. This sets a clear benchmark for how the year is starting to shape up. The company has seen quarterly revenue move between US$4.2b and US$4.9b over the past year, while basic EPS ranged from about US$0.86 to US$1.12. This gives investors a consistent read on earnings power as they track the latest print. With trailing net margin at 12.7% and...

If you are wondering whether Boot Barn Holdings at around US$183 per share looks expensive or offers value, it helps to step back and look at what the current price actually builds in. The stock has moved around recently, with a 6.3% gain over the last week, a 5.3% decline over the last month, and a year to date return of a 1.8% decline. The one year return sits at 27.2%, the three year return is 120.4%, and the five year return is 205.2%. These swings have put valuation back in focus for...