CSW Industrials reports historic revenue following three strategic acquisitions, including its largest ever. However, integration costs and rising interest expenses pressure margins, leading the firm to miss earnings expectations as its stock faces recent headwinds.
Graphic Packaging Holding (NYSE:GPK) is scheduled to release its fourth-quarter earnings before Tuesday's market open. Analysts project a year-over-year revenue decline, while investor sentiment in the industrials sector shows cautious optimism.
After a recent pullback, shares of French construction materials giant Saint-Gobain are trading at a notable discount to analyst targets. While long-term performance remains robust, investors are weighing near-term risks against potential value.
Investment firm Giverny Capital Asset Management reduced its stake in industrial manufacturer AMETEK in Q4 2025, highlighting a disciplined approach to valuation as markets remain captivated by AI narratives. The firm's portfolio underperformed major indices, pressured by its underweight stance in mega-cap technology.
Amid a market obsessed with artificial intelligence, investment firm Giverny Capital reveals a new position in Hawkins, Inc., a specialty chemicals manufacturer. We examine the rationale behind this contrarian bet and what it says about current market dynamics.
A combination of moderating inflation and resilient corporate earnings is setting the stage for sustained stability in stock markets, with the recent rally now encompassing small-caps, value stocks, and multiple sectors.
Schweiter Technologies (SWTQ) has seen significant price swings on the SIX Swiss Exchange. With its current valuation trading well above industry peers, we examine whether the stock's optimistic growth prospects justify the premium or if investors should wait for a better entry point.
Amid a sluggish housing sector, Installed Building Products (IBP) has demonstrated remarkable resilience, becoming a standout performer in Giverny Capital's portfolio. The insulation specialist's shares have surged over 50% in the past year, bucking broader market trends.
French reinsurer SCOR has expanded its underwriting capacity for Baobab Insurance's cyber policies in Germany and Austria, now covering companies with annual revenues up to €1 billion, marking a strategic push into Europe's industrial cyber risk market.
U.S. stock futures retreated Monday as investors parsed a mixed bag of global manufacturing data, raising fresh questions about the durability of corporate earnings against a backdrop of cooling factory activity in key European economies.
In a market where Wall Street analysts often shy away from bearish calls, stark price targets on certain stocks raise red flags. We spotlight one contrarian pick and two companies facing significant headwinds.
While often operating behind the scenes, industrial companies are the engine of the U.S. economy. Bolstered by a favorable interest rate environment, the sector has surged 18.8% in the last six months, significantly outpacing the S&P 500. We analyze two firms with durable competitive edges and one that may be losing momentum.
While strong cash generation is a hallmark of a healthy business, it's not the whole story. We analyze three companies with solid cash flow, highlighting one that reinvests for growth and two where underlying risks may outweigh the financial metrics.
Crane Company's fourth-quarter earnings outperformed expectations, fueled by robust growth in its Aerospace & Advanced Technologies division. While management celebrated strong execution, analysts on the earnings call zeroed in on the costs and complexities of integrating recent high-profile acquisitions.
The German tubing systems specialist is posting robust returns on capital employed, outpacing industry averages and signaling potential for sustained value creation through disciplined reinvestment.
Insiders at Chasen Holdings have been net buyers over the past year, with a key director significantly increasing his holdings. High insider ownership aligns leadership with shareholder interests, signaling internal optimism amid market fluctuations.
Mueller Industries' stock has soared roughly 700% over the past five years, leaving investors to question if the capital goods standout still holds value. With shares trading near $136, we analyze its valuation through cash flow models and peer comparisons to gauge the path ahead.
Shares of the global auto parts giant have retreated nearly 8% over the past month, trading at a significant discount to industry peers. A deep dive into valuation models suggests the market may be overlooking Magna's strategic positioning in the electric vehicle supply chain.
Packaging giant Ball Corporation (NYSE: BALL) is scheduled to release its quarterly earnings before Tuesday's market open. Investors are watching for signs of sustained growth as the industry navigates shifting demand and cost pressures.
A commanding 66% insider ownership at CB Industrial Product Holding Berhad (KLSE:CBIP) aligns management's fortunes directly with shareholders, raising questions about governance and future direction in Malaysia's industrial sector.
