Latest news with #capitalspending
Yahoo
a day ago
- Business
- Yahoo
2 Industrials Stocks with Exciting Potential and 1 to Brush Off
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the market seems convinced that demand will slow. Due to this bearish outlook, the industry has tumbled by 1.4% over the past six months. This performance was disappointing since the S&P 500 climbed 1.9%. The elite companies can churn out earnings growth under any circumstance, however, and our mission at StockStory is to help you find them. With that said, here are two industrials stocks we think can generate sustainable market-beating returns and one best left ignored. Market Cap: $129.6 million Founded in 1947, Richardson Electronics (NASDAQ:RELL) is a distributor of power grid and microwave tubes as well as consumables related to those products. Why Do We Steer Clear of RELL? Products and services are facing significant end-market challenges during this cycle as sales have declined by 12.3% annually over the last two years Earnings per share have dipped by 74.7% annually over the past two years, which is concerning because stock prices follow EPS over the long term Lacking free cash flow generation means it has few chances to reinvest for growth, repurchase shares, or distribute capital Richardson Electronics's stock price of $8.99 implies a valuation ratio of 12.9x forward P/E. Check out our free in-depth research report to learn more about why RELL doesn't pass our bar. Market Cap: $833.3 million Primarily serving the oil and gas industry, Aris Water (NYSE:ARIS) is a provider of water handling and recycling solutions. Why Will ARIS Beat the Market? Market share has increased this cycle as its 15.1% annual revenue growth over the last two years was exceptional Performance over the past two years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 35% outpaced its revenue gains Free cash flow margin is now positive, indicating the company has achieved financial self-sustainability Aris Water is trading at $25.53 per share, or 17.3x forward P/E. Is now the right time to buy? Find out in our full research report, it's free. Market Cap: $5.84 billion Backed by two million square feet of lab testing space, AAON (NASDAQ:AAON) makes heating, ventilation, and air conditioning equipment for different types of buildings. Why Should You Buy AAON? Annual revenue growth of 20.7% over the past five years was outstanding, reflecting market share gains this cycle Earnings growth has trumped its peers over the last five years as its EPS has compounded at 18.2% annually ROIC punches in at 20.7%, illustrating management's expertise in identifying profitable investments At $71.48 per share, AAON trades at 29.7x forward P/E. Is now a good time to buy? See for yourself in our full research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today
Wall Street Journal
4 days ago
- Business
- Wall Street Journal
OPEC Sees Lower Supply Growth From Rivals, Keeps Demand Outlook Steady
The Organization of the Petroleum Exporting Countries trimmed next year's forecast for supply growth from the U.S. and other rivals while keeping its oil demand expectations unchanged as it continues to ramp up production. The Vienna-based cartel expects supply from producers outside of the wider OPEC+ alliance to rise by 730,000 barrels a day in 2026, down from 800,000 barrels a day previously. U.S. oil output is projected to grow by 210,000 barrels a day, compared with previous expectations of a 280,000 barrels-a-day increase, reflecting lower capital spending and a slowdown in drilling activity.
Yahoo
13-06-2025
- Business
- Yahoo
Anglian Water profits go up after price increases as debt swell to £7.7bn
Anglian Water has revealed stronger profits on the back of price increases for households, as the water supplier also reported another jump in debts over the past year. The utilities firm, which provides services to seven million people in the east of England, also revealed an increase in pollution incidents over the year. Anglian revealed on Friday that revenues grew by 7.5% to £1.75 billion for the year to March 31, compared with a year earlier. The rise was linked to price increases of 8.6% during the year. Earlier this year, the company said it was putting up bills by a further 19%, to an average of £626 a year, for the 2025/26 financial year from April. The firm also reported that operating profits grew by 15.2% to £496.5 million for the year to March. Meanwhile, the group said its net debts before derivatives grew by more than a tenth to £7.72 billion by the end of the year. Anglian said it grew its debt burden in order to help fund more than £1 billion in capital spending over the year for improvements to water resources and infrastructure in the region. The company is privately owned by a consortium including major pension funds and investment firms. Meanwhile, Anglian reported that its total pollution incidents increased last year, although serious ones were down 36% year-on-year. It also highlighted that the group's leakage performance fell below its individual target. Mark Thurston, chief executive of the business, said: 'We recognise the challenges ahead. 'The strategies and plans being implemented give us confidence in our trajectory and provide a clear road map for delivering consistent, high-quality outcomes for customers, colleagues, regulators, investors and the environment. 'In summary, 2024/25 has been a year of transition, focus and progress, setting firm foundations for a strong and successful AMP8 (Asset Management Period 8).' Last month, the water supplier was fined a record £1.42 million for drinking water failures that affected around 1.3 million people.
Yahoo
13-06-2025
- Business
- Yahoo
Anglian Water profits go up after price increases as debt swell to £7.7bn
Anglian Water has revealed stronger profits on the back of price increases for households, as the water supplier also reported another jump in debts over the past year. The utilities firm, which provides services to seven million people in the east of England, also revealed an increase in pollution incidents over the year. Anglian revealed on Friday that revenues grew by 7.5% to £1.75 billion for the year to March 31, compared with a year earlier. The rise was linked to price increases of 8.6% during the year. Earlier this year, the company said it was putting up bills by a further 19%, to an average of £626 a year, for the 2025/26 financial year from April. The firm also reported that operating profits grew by 15.2% to £496.5 million for the year to March. Meanwhile, the group said its net debts before derivatives grew by more than a tenth to £7.72 billion by the end of the year. Anglian said it grew its debt burden in order to help fund more than £1 billion in capital spending over the year for improvements to water resources and infrastructure in the region. The company is privately owned by a consortium including major pension funds and investment firms. Meanwhile, Anglian reported that its total pollution incidents increased last year, although serious ones were down 36% year-on-year. It also highlighted that the group's leakage performance fell below its individual target. Mark Thurston, chief executive of the business, said: 'We recognise the challenges ahead. 'The strategies and plans being implemented give us confidence in our trajectory and provide a clear road map for delivering consistent, high-quality outcomes for customers, colleagues, regulators, investors and the environment. 'In summary, 2024/25 has been a year of transition, focus and progress, setting firm foundations for a strong and successful AMP8 (Asset Management Period 8).' Last month, the water supplier was fined a record £1.42 million for drinking water failures that affected around 1.3 million people. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Bloomberg
12-06-2025
- Business
- Bloomberg
Cathie Wood Says Trump Era Is Reviving Corporate Risk Appetite
Corporate America is regaining its appetite for risk as expectations build around Donald Trump's push for deregulation and tax cuts, according to ARK Investment Management founder Cathie Wood. Speaking on Bloomberg's Trumponomics podcast during the Founders Forum Global conference in Oxford, Wood said major US firms are ramping up capital spending in response to a more business-friendly policy outlook. She cited Meta Platforms Inc. 's reported investment in the AI startup Scale AI as one sign of that shift.
