U.S. Retail Distributors Stock News

Ultra Clean Holdings, Inc. reported fourth-quarter 2025 revenue of US$506.6 million, down from US$563.3 million a year earlier, and moved from net income of US$16.3 million to a net loss of US$3.3 million, contributing to a full-year 2025 loss of US$181.2 million on slightly lower annual revenue of US$2.05 billion. Despite the swing to losses, the company guided first-quarter 2026 revenue to US$505 million–US$545 million and GAAP diluted EPS between a loss of US$0.13 and earnings of US$0.03,...

In February 2026, Graco, a Newell Brands subsidiary, launched the SnugRide Turn & Slide Rotating Infant Car Seat, its first rotating infant seat featuring a 180-degree turn-and-slide mechanism, multiple safety technologies, and a lightweight 9.7-pound carrier, available in three colors for US$349.99 and as a US$649.99 travel system from major retailers. This product advances Newell’s baby gear portfolio by addressing caregiver physical strain and tight-space usability while preserving...

Caterpillar (CAT) is back in focus after its Power & Energy division posted 23% year over year sales growth, supported by demand for natural gas generators and battery storage from a broader customer base beyond traditional data center users. See our latest analysis for Caterpillar. Recent enthusiasm around Power & Energy has been reflected in the share price, with a 30 day share price return of 20.72% and a 90 day share price return of 33.51%. The 1 year total shareholder return of 126.27%...

SolarEdge Technologies recently reported fourth-quarter 2025 results, with sales rising to US$335.36 million and annual revenue reaching US$1.18 billion, while the company continued to post losses but at reduced levels versus 2024. The company also issued first-quarter 2026 revenue guidance of US$290 million to US$320 million, excluding significant one-time or pulled-forward sales, and highlighted new partnerships such as its WeaveGrid collaboration to broaden grid-services revenue...

In February 2026, CF Industries Holdings, Inc. reported that for the fourth quarter and full year ended December 31, 2025, sales rose to US$1,872 million and US$7,084 million respectively, while net income increased to US$404 million for the quarter and US$1.46 billion for the year, alongside higher earnings per share. The company also recorded US$76 million of asset impairments at its Donaldsonville and Yazoo City complexes but still returned US$340 million through completing a...

Why Charles River Laboratories International (CRL) Is Back on Investor Radar Charles River Laboratories International (CRL) has drawn attention after fourth quarter adjusted earnings and revenue came in ahead of Wall Street forecasts, paired with 2026 guidance that points to potential earnings and margin improvement. See our latest analysis for Charles River Laboratories International. The latest earnings beat and guidance come after a sharp reset in expectations, with a 30 day share price...

Brady (BRC) is back in focus after reporting stronger than expected quarterly earnings, marking its 20th consecutive quarter of organic sales growth, raising full year earnings guidance, and emphasizing higher margin engineered products. See our latest analysis for Brady. The latest move in Brady's story is also showing up in the share price. The stock has a 1 month share price return of 8.60%, a 3 month share price return of 13.35% and a year to date share price return of 16.40%, while the 1...

Gentherm (THRM) is back in focus after reporting fourth quarter and full year 2025 results that showed much lower net income alongside record revenue, along with new revenue guidance for 2026 and 2027. See our latest analysis for Gentherm. The latest results and 2026 to 2027 revenue guidance came as the share price closed at $32.51, with a 1 day share price return of 4.69% decline and a 1 year total shareholder return of 4.35% decline. This points to pressure on the Gentherm story after...

UGI stock reacts to Q1 earnings and business reshaping UGI (UGI) is in focus after Q1 FY 2026 earnings, a major business reshaping in Europe, senior leadership changes, and expansion into new U.S. states drew fresh attention to the stock. See our latest analysis for UGI. At a share price of US$37.45, UGI has seen a 1 day share price return of 2.19% decline and a softer 7 day and 30 day share price return. However, its 1 year total shareholder return of 17.38% and 5 year total shareholder...

Stoke Therapeutics recently reported that it has dosed the first patient in its Phase 1 OSPREY trial of STK-002, an investigational antisense oligonucleotide designed to boost OPA1 protein expression and potentially treat Autosomal Dominant Optic Atrophy, a rare inherited cause of progressive, irreversible vision loss with no approved therapies. This first-in-human study moves Stoke’s TANGO platform into a new ophthalmic indication, offering an early real-world test of whether upregulating...

Ichor Holdings (ICHR) is drawing fresh attention after reporting strong Q4 results, issuing upbeat guidance for 2026, and receiving several analyst upgrades that highlight revenue growth projections and expected margin improvements under new leadership. See our latest analysis for Ichor Holdings. That Q4 beat and upbeat 2026 commentary come on top of powerful momentum in the share price, with a 30 day share price return of 62.60% and a year to date share price return of 150.32%. The 1 year...

Sherwin-Williams (SHW) caught investor attention after its Board approved a regular quarterly dividend of $0.80 per share, extending a 47 year streak of annual dividend increases, supported by record consolidated sales. See our latest analysis for Sherwin-Williams. The latest dividend decision lands as Sherwin-Williams shares trade at $364.27, with an 11.11% year to date share price return and a 68.18% three year total shareholder return, suggesting longer term momentum has been stronger than...

Arcutis Biotherapeutics (ARQT) has drawn investor attention after recent share price moves, with the stock showing mixed short term returns and a strong 1 year total return. This has prompted closer scrutiny of its dermatology focused pipeline. See our latest analysis for Arcutis Biotherapeutics. The latest move to a US$26.31 share price follows a mixed pattern, with a 3.5% 1 day share price return and a 90 day share price decline of about 14%, set against a 1 year total shareholder return of...

On 17 February 2026, Lam Research opened a new 9,200 sq. ft. office in Boise, Idaho, initially housing about 150 staff to support collaborative research, development and high-volume manufacturing of Micron Technology’s memory chips. This expansion deepens Lam’s three-decade presence in Boise and tightens its integration with a major memory customer at a time when AI-related chip demand is reshaping equipment requirements across global fabs. Next, we’ll examine how this Boise expansion and...

In February 2026, Amgen Inc. issued and sold US$4.00 billion of fixed-rate senior unsecured notes maturing between 2031 and 2056, with coupons ranging from 4.200% to 5.650% and net proceeds of about US$3.96 billion to support its corporate financing needs. This large, multi-tranche bond deal, alongside the recent European Commission approval of UPLIZNA for generalized myasthenia gravis, highlights how Amgen is pairing balance-sheet funding with expansion of its rare autoimmune...

Atlassian (NasdaqGS:TEAM) has appointed James Chuong, former LinkedIn Chief Financial Officer, as its new CFO. Chuong brings experience from LinkedIn and investment banking into Atlassian's finance leadership role. The appointment signals a leadership transition at an important moment for Atlassian's growth and scaling efforts. Atlassian is best known for its collaboration and workflow tools such as Jira and Confluence, which are widely used by software teams and knowledge workers. The...

Martin Marietta Materials (MLM) is back in focus after its latest earnings update, where full year earnings from continuing operations declined as the Midlothian cement business moved into discontinued operations, even as 2026 guidance underpins cautious optimism. See our latest analysis for Martin Marietta Materials. The latest earnings release, new 2026 guidance, executive appointment and dividend affirmation come against a backdrop of steady gains. A 30 day share price return of 5.25% and...

Bunge Global recently reported past quarterly results showing revenue growth of very large year on year, beating analyst expectations while also completing the transformational Viterra combination and advancing major growth projects. Despite missing full-year EPS guidance and gross margin estimates, the company’s integration of Viterra and focus on renewable feedstocks and plant-based ingredients appear central to its evolving business mix. Next, we’ll examine how this strong revenue...

Graham Holdings (GHC) has been drawing attention after recent share price moves, including a 1 day decline and mixed returns over the past month and past 3 months. These developments are prompting investors to reassess this diversified holding company. See our latest analysis for Graham Holdings. At a share price of US$1,069.64, Graham Holdings has seen pressure in the short term, with a 30 day share price return of an 8.74% decline. Longer term performance, reflected in an 18.24% 1 year...

Amer Sports (AS) is back in focus after a cluster of upbeat analyst reports, a planned US$80 million debt redemption, and the countdown to its fourth quarter and full year 2025 results on February 24, 2026. See our latest analysis for Amer Sports. The recent flurry of upbeat analyst coverage and the all time high of US$42.42 have come alongside a 30 day share price return of 7.34% and a 1 year total shareholder return of 41.57%. This suggests momentum has been building into the Q4 and full...

If you are wondering whether Global Payments is starting to look like value, you are not alone. The stock has attracted fresh attention from investors asking if the current price still reflects its long term potential. After a strong 7 day return of 16.1% to US$79.49, recent performance over 30 days at 5.7% and year to date at 5.2% sits against a much softer picture over longer periods, with 1 year, 3 year and 5 year returns of 22.5%, 27.9% and 58.9% declines respectively. Recent headlines...

Why Expedia Group (EXPE) is drawing fresh attention Expedia Group (EXPE) is back in focus after a stretch of weak share performance, with the stock showing declines over the past week, month, past 3 months and year to date, prompting renewed interest in its fundamentals. See our latest analysis for Expedia Group. The latest share price of $188.51 comes after a sharp short term pullback, with a 30 day share price return of a 30.48% decline. However, the 3 year total shareholder return of...

Faruqi & Faruqi, LLP has begun investigating McKesson’s Board over potential fiduciary breaches tied to the 2013 Stock Plan and its recommendation to issue 30,000,000 additional shares, raising concerns about the impact on existing shareholders. This scrutiny focuses attention on how governance decisions around equity issuance could affect ownership stakes and the company’s long-term capital allocation approach. We’ll now examine how concerns about substantial share issuance and potential...

What recent performance says about Alexandria Real Estate Equities Alexandria Real Estate Equities (ARE) has drawn fresh attention after a mixed stretch in the stock, with a small gain over the past week, a decline over the past month, and a modest rise across the past 3 months. See our latest analysis for Alexandria Real Estate Equities. That recent mix of short term gains and a softer 30 day share price return of 9.95% sits against a year to date share price return of 9.76%. At the same...