Multi-industry consumer and professional products manufacturer Griffon Corporation (NYSE:GFF) reported Q3 CY2025 results exceeding the market’s revenue expectations, but sales were flat year on year at $662.2 million. On the other hand, the company’s full-year revenue guidance of $2.5 billion at the midpoint came in 1.5% below analysts’ estimates. Its non-GAAP profit of $1.54 per share was 1.7% above analysts’ consensus estimates.
Off-price retail company TJX (NYSE:TJX) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 7.5% year on year to $15.12 billion. On the other hand, next quarter’s revenue guidance of $16.76 billion was less impressive, coming in 3.2% below analysts’ estimates. Its GAAP profit of $1.28 per share was 5% above analysts’ consensus estimates.
Hitting a new 52-week low can be a pivotal moment for any stock.
These floors often mark either the beginning of a turnaround story or confirmation that a company faces serious headwinds.
Whether you see them or not, industrials businesses play a crucial part in our daily activities. But this role also comes with a demand profile tethered to the ebbs and flows of the broader economy.
Thankfully, industrial end markets were stable over the past six months as the industry’s 9.7% gain has nearly mirrored the S&P 500.
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
The companies profiled here aren’t simply developing digital tools. They’re building the underlying architecture that will power the next generation of agricultural decision making.
Growth boosts valuation multiples, but it doesn’t always last forever.
Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions.
While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold.
Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
