New data reveals tariffs imposed on key materials like steel and aluminum pushed nonresidential construction costs up 3.2% in 2025, with economists warning of continued pressure and broader impacts on equipment prices in the year ahead.
The construction and maintenance services industry delivered a robust third quarter, with several key players exceeding revenue expectations despite economic headwinds. MYR Group and Comfort Systems stood out with strong beats, while the sector overall demonstrated pricing power and steady demand.
Buoyed by robust quarterly and full-year results, Annaly Capital Management is pivoting more capital toward residential credit and mortgage servicing rights. The mortgage REIT's strategic shift aims to build on its earnings momentum while navigating an evolving interest rate landscape.
Equity Residential's stock performance has been mixed, lagging behind long-term benchmarks. A detailed analysis of its discounted cash flow and peer comparisons suggests the apartment REIT may be trading at a significant discount to its intrinsic value, presenting a potential opportunity as market dynamics evolve.
As earnings season concludes, we analyze the performance of construction and maintenance services stocks. While the sector showed overall strength, WillScot Mobile Mini faced headwinds, contrasting with standout results from peers like Comfort Systems.
As earnings season winds down, the construction and maintenance services sector showed resilience. Great Lakes Dredge & Dock posted solid results despite a revenue miss, while peers like Primoris soared. We analyze the key drivers and what's next for these industrial players.
A pair of aviator sunglasses worn by French President Emmanuel Macron during a high-profile moment at Davos has triggered a global sales frenzy for the historic brand Henry Jullien. While the Italian-owned company sees its stock and orders surge, industry veterans question whether the presidential spotlight can stem the long-term decline of French eyewear manufacturing.
ARMOUR Residential REIT (ARR) received a bullish upgrade from Jones Trading, which moved the stock to Buy with a $20.50 target, citing a discounted valuation and expected book value growth compared to agency mortgage REIT rivals.
Trane Technologies (NYSE: TT) reported robust Q4 2025 results, driven by exceptional commercial HVAC demand and a record $7.8 billion backlog. While proactive inventory adjustments pressured residential margins, executives project 12-14% adjusted EPS growth for 2026, fueled by strategic acquisitions and sustained commercial strength.
Eagle Materials (NYSE: EXP) posted resilient fiscal Q3 2026 results, with revenue reaching $556 million and EPS at $3.22. While wallboard sales softened, robust growth in cement and aggregates, fueled by infrastructure spending, highlights a strategic pivot. The company also outlined operational efficiency drives and a fortified balance sheet.
A draft proposal from disaster response firm Gothams LLC, obtained by The Guardian, outlined terms for a trucking and logistics monopoly in Gaza that would guarantee extraordinary returns, raising questions about oversight and ethics in post-conflict rebuilding.
With over half the early vote counted, governing party candidate Laura Fernandez appears poised to secure a first-round victory, potentially avoiding a runoff.
Analyst coverage initiated with an 'Overweight' rating and a $413 price target points to a transformed contractor poised to capitalize on data center demand, grid modernization, and reshoring trends.
Vulcan Materials shares have more than doubled over five years, but new analysis suggests the construction aggregate giant's stock may now be trading at a premium to its intrinsic value, raising questions for potential investors.
Political scientist Laura Fernandez Delgado has won Costa Rica's presidency outright in the first round, becoming the nation's second female leader and pledging to deepen the economic policies of the outgoing administration amid challenges of crime and a divided legislature.
A deep dive into valuation metrics suggests Martin Marietta Materials (MLM) shares may be pricing in an overly optimistic outlook for construction growth, with key models indicating potential overvaluation.
Construction giant Skanska has secured a landmark joint venture for a central Oslo redevelopment with Entra, alongside new major contracts in Norway and Finland, reinforcing its strategic pivot towards complex, sustainability-focused projects in the region.
Oshkosh Corporation topped revenue expectations in its latest quarter, but profit fell short as tariffs and cost pressures squeezed margins. The specialty vehicle maker's 2026 outlook balances targeted growth in some segments against persistent challenges in construction markets.
Veteran Democratic strategist James Carville has named Illinois Governor JB Pritzker as his top potential contender for the party's 2028 presidential ticket, citing fundraising prowess and grassroots appeal.
A company linked to a key UAE national security adviser, Sheikh Tahnoon bin Zayed Al Nahyan, secured a 49% equity stake in World Liberty Financial, the Trump family's flagship crypto firm, just days before President Trump's 2025 inauguration. The investment raises fresh questions about the intersection of foreign capital, presidential family businesses, and U.S. policy.
