Filtration products manufacturer Atmus Filtration Technologies (NYSE:ATMU) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 9.8% year on year to $446.6 million. Its GAAP profit of $0.58 per share was 4.4% above analysts’ consensus estimates.
The stocks in this article are all trading near their 52-week highs.
This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.
Date: February 12, 2026 Introduction As the American power grid enters a period of unprecedented strain, few companies sit at the intersection of climate resilience and digital infrastructure as prominently as Generac Holdings (NYSE: GNRC). Long synonymous with the hum of backup generators in suburban driveways, Generac is undergoing a profound metamorphosis in early 2026. [...]
Cummins’ fourth quarter results were met with a significant negative market reaction, largely due to a shortfall in GAAP earnings despite a modest rise in sales. Management cited strong demand in the global power generation business and higher pickup truck volumes as key drivers, which helped offset ongoing weakness in North American truck markets. CEO Jennifer Rumsey pointed to the launch of new engine platforms, such as the X10 and B 7.2, as important milestones, while also noting that ongoing trade tariffs and additional charges from the review of the electrolyzer business impacted reported results. Rumsey described the operating environment as one of “disciplined execution” amid a challenging mix of external headwinds.
QuinStreet’s fourth quarter was marked by strong execution across its core verticals, driving a positive market reaction. Management credited robust auto insurance demand and continued double-digit growth in home services as primary contributors to the quarter’s results. CEO Doug Valenti attributed performance to “impressive execution across our verticals” and highlighted the company’s ability to outperform typical seasonality trends, particularly within auto insurance. The combination of proprietary data, platform enhancements, and ongoing M&A integration played a significant role in maintaining revenue growth and supporting stable margins.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But their prominence also brings high exposure to the ups and downs of economic cycles.
Luckily, the tide is turning in their favor as the industry’s 26.8% return over the past six months has topped the S&P 500 by 18.2 percentage points.
A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices.
Engine manufacturer Cummins (NYSE:CMI) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 1.1% year on year to $8.54 billion. Its non-GAAP profit of $5.81 per share was 14.3% above analysts’ consensus estimates.
Shares of engine manufacturer Cummins (NYSE:CMI)
fell 12% in the afternoon session after the company reported weaker fourth-quarter results, where a significant miss on profit expectations overshadowed a revenue beat.
Engine manufacturer Cummins (NYSE:CMI) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 1.1% year on year to $8.54 billion. Its GAAP profit of $4.27 per share was 14.9% below analysts’ consensus estimates.
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on.
But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.
Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors.
However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.
Caterpillar Inc. (NYSE:CAT) stunned Wall Street today, January 29, 2026, by reporting a record-breaking $19.1 billion in quarterly revenue, an 18% jump that blew past analyst expectations. The surge in sales was powered by an unprecedented wave of demand for heavy machinery and industrial power solutions, particularly those
As of January 28, 2026, PACCAR Inc (NASDAQ: PCAR) stands at a pivotal crossroads between industrial tradition and a high-tech future. For over a century, the Bellevue-based manufacturer has been the "gold standard" of the heavy-duty truck market, known primarily for its premium Kenworth, Peterbilt, and DAF brands. However, the conversation surrounding PACCAR in early [...]
