The 'EBITDA Pivot': How the One Big Beautiful Bill Act is Fueling a Mid-Cap Manufacturing RenaissanceThe 'One Big Beautiful Bill Act' (OBBBA), formally signed into law on July 4, 2025, has officially entered its first full month of implementation, unleashing a $285 billion fiscal wave that is fundamentally altering the math of American industry. While the legislation covers a broad swathe of tax and social
The Great Rotation of 2026: Why Wall Street is Abandoning Big Tech for Main Street Small CapsThe dawn of 2026 has brought a seismic shift to global equity markets, as the long-anticipated "Great Rotation" finally takes hold. After nearly three years of dominance by a handful of mega-cap technology titans, investors are aggressively reallocating capital toward small-cap and mid-cap sectors. This movement has created a stark
The Great Rotation: Small-Caps Set to Outpace ‘Magnificent 7’ in Historic Earnings HandoffAs of January 26, 2026, the long-standing hierarchy of the U.S. equity markets is undergoing its most significant transformation since the post-pandemic recovery. For the first time in years, the narrative of "mega-cap exceptionalism" is being challenged by a resurgent small-cap sector. Wall Street analysts are calling this the
A Look Back at HVAC and Water Systems Stocks’ Q3 Earnings: A. O. Smith (NYSE:AOS) Vs The Rest Of The PackAs the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the hvac and water systems industry, including A. O. Smith (
NYSE:AOS) and its peers.
The Great Rotation of 2026: Why Wall Street is Betting Big on the Russell 2000As of January 22, 2026, the financial landscape is witnessing a historic shift. After nearly two years of mega-cap technology dominance driven by the artificial intelligence boom, the "Great Rotation" has finally arrived. Capital is flowing out of the overcrowded Silicon Valley giants and into the domestic-focused engines of the
A Look Back at HVAC and Water Systems Stocks’ Q3 Earnings: Trane Technologies (NYSE:TT) Vs The Rest Of The PackAs the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the hvac and water systems industry, including Trane Technologies (
NYSE:TT) and its peers.
Winners And Losers Of Q3: Carrier Global (NYSE:CARR) Vs The Rest Of The HVAC and Water Systems StocksThe end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how hvac and water systems stocks fared in Q3, starting with Carrier Global (
NYSE:CARR).
Firing on All Cylinders: Northwest Pipe (NASDAQ:NWPX) Q3 Earnings Lead the WayAs the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the hvac and water systems industry, including Northwest Pipe (
NASDAQ:NWPX) and its peers.
HVAC and Water Systems Stocks Q3 Highlights: AAON (NASDAQ:AAON)The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how AAON (
NASDAQ:AAON) and the rest of the hvac and water systems stocks fared in Q3.
Reflecting On HVAC and Water Systems Stocks’ Q3 Earnings: Lennox (NYSE:LII)Let’s dig into the relative performance of Lennox (
NYSE:LII) and its peers as we unravel the now-completed Q3 hvac and water systems earnings season.
3 Unpopular Stocks That Deserve Some LoveWall Street has issued downbeat forecasts for the stocks in this article.
These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
HVAC and Water Systems Stocks Q3 Recap: Benchmarking Advanced Drainage (NYSE:WMS)Let’s dig into the relative performance of Advanced Drainage (
NYSE:WMS) and its peers as we unravel the now-completed Q3 hvac and water systems earnings season.
1 Cash-Producing Stock with Exciting Potential and 2 We Find RiskyWhile strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
1 Small-Cap Stock to Consider Right Now and 2 We Brush OffSmall-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings.
However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
2 Russell 2000 Stocks with Promising Prospects and 1 We Brush OffSmall-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names.
But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses.
2 Value Stocks on Our Watchlist and 1 We AvoidThe low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer.
However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.
2 Profitable Stocks Worth Your Attention and 1 We QuestionEven if a company is profitable, it doesn’t always mean it’s a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
1 Volatile Stock with Promising Prospects and 2 We IgnoreVolatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains.
This unpredictability can shake out even the most experienced investors.
2 Unpopular Stocks That Deserve Some Love and 1 We QuestionWhen Wall Street turns bearish on a stock, it’s worth paying attention.
These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
Spotting Winners: CSW (NASDAQ:CSW) And HVAC and Water Systems Stocks In Q3The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how CSW (
NASDAQ:CSW) and the rest of the hvac and water systems stocks fared in Q3.
5 Revealing Analyst Questions From Northwest Pipe’s Q3 Earnings CallNorthwest Pipe delivered results above Wall Street’s expectations in Q3, driven by robust demand across both its Water Transmission Systems and Precast segments. Management attributed the strong performance to higher customer shipping requirements and disciplined pricing strategies, particularly in the Water Transmission Systems business. CEO Scott Montross highlighted that "shipments outpaced production levels," which led to improved absorption and higher margins. The Precast segment also benefited from pricing increases, though profitability was impacted by equipment-related depreciation. Overall, operational execution and continued cost focus underpinned the company’s performance this quarter.
Novanta, Northwest Pipe, Hillman, ChargePoint, and L.B. Foster Shares Are Falling, What You Need To KnowA number of stocks fell in the morning session after markets became increasingly wary of high valuations following a significant AI-driven rally.
Why Are Northwest Pipe (NWPX) Shares Soaring TodayShares of water management company Northwest Pipe (
NASDAQ:NWPX)
jumped 6.1% in the afternoon session after the company reported stronger-than-expected third-quarter financial results, beating analyst estimates for both revenue and earnings.
NWPX Q3 Deep Dive: Strong Demand and Operational Discipline Drive OutperformanceWater management company Northwest Pipe (
NASDAQ:NWPX) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 16% year on year to $151.1 million. Its non-GAAP profit of $1.38 per share was 35.7% above analysts’ consensus estimates.
Northwest Pipe (NASDAQ:NWPX) Reports Strong Q3Water management company Northwest Pipe (
NASDAQ:NWPX) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 16% year on year to $151.1 million. Its GAAP profit of $1.38 per share was 35.7% above analysts’ consensus estimates.
