U.S. Machinery Stock News

Schneider National (SNDR) has wrapped up FY 2025 with fourth quarter revenue of US$1.4 billion and basic EPS of US$0.13, alongside net income of US$22.1 million. This sets the tone for a year where trailing twelve month revenue reached US$5.7 billion and EPS came in at US$0.59. Over recent quarters the company has reported revenue in a range between US$1.3 billion and US$1.5 billion, with quarterly EPS moving between roughly US$0.11 and US$0.21. For investors, the key question now is how...

TransDigm Group (TDG) has drawn investor attention after recent share price moves, with the stock closing at $1,427.54. The company’s returns over the past month and past 3 months highlight its recent trading momentum. See our latest analysis for TransDigm Group. The recent 7.35% 1 month share price return and 9.10% 3 month share price return suggest momentum is building again, while the 12.74% 1 year total shareholder return and very large 3 and 5 year total shareholder returns point to...

Why Gotham’s short report has become a key issue for Carvana (CVNA) Multiple short seller reports accusing Carvana (CVNA) of inflating 2023 to 2024 earnings by over US$1b through related party dealings with DriveTime and other family controlled entities have turned the stock into a real battleground. Carvana firmly rejects the claims. Several Wall Street firms question Gotham City Research’s assumptions, leaving you to weigh headline grabbing allegations against disclosed financials, recent...

If you are wondering whether IDEAYA Biosciences is trading at a fair price or not, you are in the right place because this article focuses squarely on what you are paying versus what you are getting. Despite some recent volatility, with the share price at US$32.19 and returns of 7.5% decline over 7 days, 6.9% decline over 30 days and 4.9% decline year to date, the stock still shows a 32.2% return over 1 year, 83.3% over 3 years and 67.2% over 5 years. Recent company specific developments and...

Franklin Resources reported fiscal first-quarter 2026 results on January 30, with revenue rising to US$2.33 billion and net income reaching US$255.5 million, while adjusted earnings of US$0.70 per share exceeded analyst expectations. The company also posted record long-term client inflows that lifted assets under management to about US$1.68 trillion, supported by growth in alternatives, disciplined cost control, and the rollout of its new AI-driven Intelligence Hub platform with...

GameStop (NYSE:GME) has announced plans to acquire a much larger publicly traded consumer company as part of a pivot toward a diversified conglomerate model. CEO Ryan Cohen is leading the effort, backed by a new performance-based pay plan and support from high-profile investors, including Michael Burry. The company cites its liquidity position as a key resource for pursuing this transformational deal, which would significantly expand GameStop's scale and industry reach. For investors, this...

If you are wondering whether AZZ is still fairly priced after its run, this article will walk through what the current market price could be saying about its value. AZZ shares last closed at US$124.29, with returns of 0.6% over 7 days, 16.0% over 30 days, 13.3% year to date, 45.8% over 1 year and 195.3% over 3 years. This naturally raises questions about what is already reflected in the price. Recent company updates, including management commentary on operations and ongoing business...

U.S. Bancorp recently reported higher fourth-quarter and full-year 2025 earnings, continued share repurchases under its existing buyback program, and issued a series of new senior notes spanning 2032 to 2046 with both fixed and variable coupons. The bank is also undergoing a planned leadership transition, with CEO and President Gunjan Kedia set to become chair in April 2026 and longtime executive Souheil Badran retiring after helping embed automation and artificial intelligence across...

Colgate-Palmolive (NYSE:CL) has set out a 2030 company plan focused on brands, product development, digital tools and supply chain efficiency. The plan comes alongside a turnaround in Latin America following earlier product issues in the region. The company is putting extra weight behind Hill’s pet nutrition and recent acquisitions, while its skin health unit faces weaker conditions, particularly in China. For investors watching consumer staples, Colgate-Palmolive sits in the spotlight with...

Giverny Capital Asset Management disclosed in its fourth-quarter 2025 investor letter that it had fully exited its long-term holding in CarMax, criticizing management for not adjusting effectively to a tougher used car market marked by expensive vehicles, higher financing costs, and limited supply of 2–5 year-old cars. The move underscores how even long-term institutional holders can lose confidence when a retailer’s costly investments, such as CarMax’s omnichannel platform, fail to...

Why Newmark Group’s latest multifamily loan deal matters for shareholders Newmark Group (NMRK) is in focus after arranging a US$690 million loan to refinance 13 multifamily properties across five Sun Belt states, currently the largest U.S. multifamily closing this year. See our latest analysis for Newmark Group. This refinancing deal lands at a time when Newmark Group’s share price has been firming up, with a 7 day share price return of 4.33% and a year to date share price return of 5.07%,...

If you are wondering whether Las Vegas Sands is attractively priced or not, starting with a clear view of its current valuation can help you decide how it might fit into your portfolio. The stock closed at US$52.73, with a 12% decline over the past 7 days and a 19% decline over the past 30 days, while the 1 year return sits at 17.5% and the 3 year and 5 year returns are 4.9% and 0.6% declines respectively. Recent coverage has focused on Las Vegas Sands as a large US listed casino and resort...

In recent days, analysts have issued mixed views on O’Reilly Automotive ahead of upcoming earnings, with Evercore ISI placing the stock on its Tactical Underperform List while RBC Capital reiterated its positive stance and the board approved a further US$2 billion for share repurchases, bringing total authorization to about US$29.75 billion. This divergence in analyst expectations, alongside management’s historically disciplined cost controls and robust operating margin, highlights how much...

Merck (MRK) has moved to deepen its oncology footprint by committing a $30 million investment for nearly a 10% stake in Eikon Therapeutics, and by signing a multi year global cancer collaboration with Guardant Health. See our latest analysis for Merck. Those oncology deals come on top of a busy few weeks for Merck, including halting acquisition talks with Revolution Medicines, entering several research collaborations and affirming a quarterly dividend of US$0.85 per share. Against that...

The Travelers Companies, Inc. reported full-year 2025 revenue of US$48.83 billion and net income of US$6.29 billion, while affirming a US$1.10 quarterly dividend and expanding its share repurchase authorization by US$5.00 billion. Together with its earnings release, Travelers’ decision to increase its long-running buyback program underscores management’s focus on sustained capital returns to shareholders. Next, we’ll examine how Travelers’ combination of earnings growth and an expanded...

DorianG (LPG) has drawn investor attention after recent trading left the shares with a year-to-date return of 19.3% and a 1-year total return of 35.0%, prompting closer scrutiny of its fundamentals. See our latest analysis for DorianG. The recent 21.32% 1 month share price return, compared with a more modest 2.36% 3 month share price return, suggests momentum has picked up again around DorianG, while the 5 year total shareholder return of 381.35% highlights how powerful compounding has been...

TEGNA Inc. recently rolled out new personalized local news and weather apps across 50 markets and saw audience engagement climb, while its Atlanta NBC affiliate WXIA (11Alive) won the 2026 Alfred I. duPont-Columbia University Award for the “Help That Harms” investigation that drove statewide policy reforms in Georgia. Together, the surge in mobile usage and high-profile recognition for impactful journalism underscore TEGNA’s strengthening connection with local audiences and public...

In late January 2026, Trane Technologies reported fourth-quarter 2025 results showing sales of US$5,144.5 million and diluted EPS from continuing operations of US$2.74, alongside guidance for full-year 2026 reported revenue growth of about 8.5% to 9.5% and adjusted EPS of US$14.65 to US$14.85. Management highlighted exceptional Q4 enterprise organic bookings up 22%, a record US$7.8 billion backlog, and rising demand for commercial HVAC solutions serving AI data centers, supported by...

If you are asking whether PepsiCo at US$153.63 is offering fair value or if you might be overpaying for stability and brands, you are asking the right question. The share price sits at US$153.63, with returns of 6.3% over 7 days, 7.0% over 30 days, 8.0% year to date, 6.0% over 1 year, 0.3% over 3 years and 27.2% over 5 years. This gives some context for how the market has been pricing PepsiCo recently. Recent news around PepsiCo has largely centered on its position as a major global...

Sphere Entertainment (NYSE:SPHR) announced plans for a new venue at National Harbor in Maryland, its second U.S. location. The project will use a smaller scale design compared with the company’s existing U.S. venue. The development is expected to bring Sphere’s immersive entertainment concept to the Washington, D.C. metropolitan area. Company communications highlight anticipated economic, cultural, and community impacts, including job creation and public private investment. Sphere...

If you are wondering whether First Merchants at around US$39.76 is a bargain or already priced for perfection, this breakdown is aimed at you. The stock has returned 4.4% over the last week and 6.1% over the last month, while the 1 year return sits at a 7.2% decline and the 5 year return is 16.3%. Recent market attention on regional banks and their balance sheet strength has kept names like First Merchants in focus, particularly among investors comparing financial health and profitability...

Ciena's technology has been selected to power new high speed, low latency regional networks in Asia Pacific and Europe. Telekom Srbija is partnering with Ciena to advance digital connectivity across the Balkans. Trans Pacific Networks is using Ciena for subsea connectivity across the Asia Pacific region. Ciena (NYSE:CIEN) is drawing attention as its gear is picked for critical regional and subsea builds in Europe and Asia Pacific, positioning the company closer to the core of global data...

In January 2026, ONEOK’s board increased its quarterly dividend to US$1.07 per share and added two independent directors, Mark A. McCollum and Precious Williams Owodunni, assigning them to key audit, governance, and executive compensation roles. These moves, alongside an insider share purchase by McCollum, highlight how ONEOK is reinforcing both its capital return approach and boardroom expertise in energy, finance, and governance. We’ll now examine how the dividend increase and refreshed...

RTX (RTX) stock action has been driven by a busy earnings week, with the company posting stronger than expected Q4 and full year 2025 results, updating 2026 guidance, and landing fresh defense contracts. See our latest analysis for RTX. The strong Q4 and full year report, along with fresh defense wins on programs like Tomahawk, Patriot and the MS-110 system, have coincided with firm share price momentum. A 30 day share price return of 9.56% and a 1 year total shareholder return of 58.73%...