Park-Ohio, Gates Industrial Corporation, D.R. Horton, Tri Pointe Homes, and LGI Homes Stocks Trade Down, What You Need To Know

Stock Story

LGI Homes

-0.07%

Park-Ohio Holdings Corp.

What Happened?

A number of stocks fell in the afternoon session after the Dow Jones Industrial Average fell as much as 0.7%, reflecting lingering uncertainty, and capping off a volatile week which saw stocks enjoy some relief as President Donald Trump reduced tensions with European allies by backing off his threat of imposing new tariffs.

Threats of tariffs initially created uncertainty for businesses, as they can lead to higher costs for multinational corporations and disrupt global supply chains. By withdrawing the threat, the administration removed a significant headwind for the market, prompting a relief rally. This development was a key factor in helping major indexes recover from earlier losses, even as some analysts noted that underlying geopolitical risks and market volatility remain concerns for investors.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

Engineered Components and Systems company Park-Ohio fell 3.7%. Is now the time to buy Park-Ohio? Access our full analysis report here, it’s free.
Engineered Components and Systems company Gates Industrial Corporation fell 3.3%. Is now the time to buy Gates Industrial Corporation? Access our full analysis report here, it’s free.
Home Builders company D.R. Horton fell 3%. Is now the time to buy D.R. Horton? Access our full analysis report here, it’s free.
Home Builders company Tri Pointe Homes fell 2.3%. Is now the time to buy Tri Pointe Homes? Access our full analysis report here, it’s free.
Home Builders company LGI Homes fell 3.5%. Is now the time to buy LGI Homes? Access our full analysis report here, it’s free.

Zooming In On Park-Ohio (PKOH)

Park-Ohio’s shares are quite volatile and have had 17 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 15 days ago when the stock gained 2.5% on the news that markets rotated out of tech names to position themselves for a massive injection of government spending.

The sector was ignited by President Trump's call for a $1.5 trillion defense budget for 2027, a significant increase that sent defense contractors surging. Northrop Grumman jumped over 10% and Lockheed Martin gained nearly 8%, acting as the primary engine for the sector's outperformance.Beyond the immediate defense rally, the industrial sector benefited from a broader stabilization in energy costs, with crude prices rebounding. This combination of policy-driven demand and stabilizing input costs made heavy industry an attractive destination.

Park-Ohio is up 9.3% since the beginning of the year, but at $22.72 per share, it is still trading 12.4% below its 52-week high of $25.95 from February 2025. Investors who bought $1,000 worth of Park-Ohio’s shares 5 years ago would now be looking at an investment worth $765.76.

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Opendoor CEO Cheers Trump’s Crackdown On Wall Street Homebuyers As ‘Massive Step’ Toward Affordability

Stocktwits

Opendoor Technologies

-7.71%

Opendoor Technologies Inc. Series A Warrants, each whole warrant exercisable to purchase one share of Common Stock at an exercise price of $13.00 per warrant

-11.28%

Opendoor Technologies Inc. Series K Warrants, each whole warrant exercisable to purchase one share of Common Stock at an exercise price of $9.00 per warrant

-12.16%

Opendoor Technologies Inc. Series Z Warrants, each whole warrant exercisable to purchase one share of Common Stock at an exercise price of $17.00 per warrant

-12.00%

AMERICAN HOMES 4 RENT

+1.29%

Opendoor Technology, Inc. CEO Kaz Nejatian lauded U.S. President Donald Trump's move to bar institutional investors from accumulating single-family homes in an effort to make housing more affordable for consumers. The company’s stock dipped amid a broader selloff on Tuesday but is still up nearly 8% for the year.

Trump's Housing Order

"To preserve the supply of single-family homes for American families and increase the paths to homeownership, it is the policy of my Administration that large institutional investors should not buy single-family homes that could otherwise be purchased by families," Trump said on Tuesday.

He signed an executive order directing state agencies to promote home sales to individual buyers, restrict federal programs from facilitating the sale of single-family homes to Wall Street investors, and review acquisitions by large investors.

OPEN Piggy Bags

“When people think of the American dream, they think of affordability and homeownership. President Trump’s action today is a massive step in the right direction on both of those fronts,” Nejatian said in an X post. “I support them unequivocally.”

Marketing his company strategically, Nejatian added that OPEN is the number one stock by trading volume since last year and among the most broadly held in America. That’s amid broadly weak performance for the stock over the last few months, notwithstanding a 6% jump on Friday after SRx Health Solutions purchased a block of OPEN stock.

Housing Stocks In Focus

OPEN shares as well as those of homebuilders such as Lennar Corp, D.R. Horton, and PulteGroup, Inc., received support in the past weeks, as the U.S. mortgage rates fell below 6% for the first time in years amid Trump’s directive for Fannie Mae and Freddie Mac to buy $200 billion in mortgage bonds.

Trump's latest executive order is widely viewed as an effort to appease voters frustrated by rising home prices and broad-based cost pressures as the U.S. heads into the November midterm elections. It aligns Trump closely with Democrats, who for years have criticized corporate homebuying, claiming it has helped stoke housing costs.

Besides the home-builders, stocks of Blackstone Inc., Invitation Homes Inc., and American Homes 4 Rent – firms with sizable holdings of single-family homes – will be in focus on Wednesday.

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Spotting Winners: ESCO (NYSE:ESE) And Engineered Components and Systems Stocks In Q3

Stock Story

Park-Ohio Holdings Corp.

RBC Bearings Incorporated 5.00% Series A Mandatory Convertible Preferred Stock

0.00%

Regal Rexnord

-0.35%

As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the engineered components and systems industry, including ESCO and its peers.

Engineered components and systems companies possess technical know-how in sometimes narrow areas such as metal forming or intelligent robotics. Lately, automation and connected equipment collecting analyzable data have been trending, creating new demand. On the other hand, like the broader industrials sector, engineered components and systems companies are at the whim of economic cycles. Consumer spending and interest rates, for example, can greatly impact the industrial production that drives demand for these companies’ offerings.

The 13 engineered components and systems stocks we track reported a mixed Q3. As a group, revenues beat analysts’ consensus estimates by 2.8% while next quarter’s revenue guidance was 0.5% below.

In light of this news, share prices of the companies have held steady as they are up 2.6% on average since the latest earnings results.

ESCO

A developer of the communication systems used in the Batmobile of “The Dark Knight,” ESCO is a provider of engineered components for the aerospace, defense, and utility sectors.

ESCO reported revenues of $352.7 million, up 18.1% year on year. This print exceeded analysts’ expectations by 15.1%. Overall, it was a very strong quarter for the company with an impressive beat of analysts’ revenue estimates and full-year EPS guidance exceeding analysts’ expectations.

Bryan Sayler, Chief Executive Officer and President, commented, “We finished the year strong with another great quarter highlighted by 29 percent sales growth, 100 basis points of Adjusted EBIT margin improvement, and a 30 percent increase in Adjusted EPS from Continuing Operations.

ESCO scored the biggest analyst estimates beat of the whole group. Unsurprisingly, the stock is up 4.2% since reporting and currently trades at $219.

Read why we think that ESCO is one of the best engineered components and systems stocks, our full report is free.

Best Q3: Timken

Established after the founder noticed the difficulty freight wagons had making sharp turns, Timken is a provider of industrial parts used across various sectors.

Timken reported revenues of $1.16 billion, up 2.7% year on year, outperforming analysts’ expectations by 3.6%. The business had an exceptional quarter with a solid beat of analysts’ adjusted operating income estimates and an impressive beat of analysts’ revenue estimates.

The market seems happy with the results as the stock is up 17.4% since reporting. It currently trades at $90.65.

Weakest Q3: Park-Ohio

Based in Cleveland, Park-Ohio provides supply chain management services, capital equipment, and manufactured components.

Park-Ohio reported revenues of $398.6 million, down 4.5% year on year, falling short of analysts’ expectations by 4.5%. It was a disappointing quarter as it posted full-year EPS guidance missing analysts’ expectations significantly and a significant miss of analysts’ revenue estimates.

Interestingly, the stock is up 6.5% since the results and currently trades at $22.45.

Read our full analysis of Park-Ohio’s results here.

Regal Rexnord

Headquartered in Milwaukee, Regal Rexnord provides power transmission and industrial automation products.

Regal Rexnord reported revenues of $1.50 billion, up 1.3% year on year. This print met analysts’ expectations. Aside from that, it was a slower quarter as it produced full-year EPS guidance missing analysts’ expectations and a miss of analysts’ adjusted operating income estimates.

The stock is up 1.1% since reporting and currently trades at $152.25.

Read our full, actionable report on Regal Rexnord here, it’s free.

RBC Bearings

With a Guinness World Record for engineering the largest spherical plain bearing, RBC Bearings is a manufacturer of bearings and related components for the aerospace & defense, industrial, and transportation industries.

RBC Bearings reported revenues of $455.3 million, up 14.4% year on year. This number topped analysts’ expectations by 1.1%. Taking a step back, it was a satisfactory quarter as it also logged an impressive beat of analysts’ Aerospace and Defense revenue estimates but a miss of analysts’ Diversified Industrials revenue estimates.

The stock is up 21.8% since reporting and currently trades at $495.21.

Read our full, actionable report on RBC Bearings here, it’s free.

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Netflix, Newmont and DR Horton rise premarket; 3M and Bank of America fall

Investing.com

Advanced Micro Devices

-6.13%

Meta Platforms

-2.95%

Investing.com -- U.S. stock futures slumped lower Tuesday, with U.S. investors returning from a holiday to elevated geopolitical tensions over Greenland after President Donald Trump threatened European allies with trade tariffs.

Here are some of the biggest premarket U.S. stock movers today:

Netflix (NASDAQ:NFLX) stock rose 1% ahead of the streaming giant’s latest quarterly results after the close, and following news it had submitted an amended all-cash offer for Warner Bros Discovery’s studio and streaming businesses, winning the unanimous support from the HBO owner’s board without increasing the $82.7 billion purchase price.
3M Company (NYSE:MMM) stock fell 3.8% despite the industrial giant posting an increase in fourth-quarter profit, driven by its improving profit margins even as sticky inflation weighed on consumer demand.
DR Horton (NYSE:DHI) stock rose 2.6% after the homebuilder beat fourth quarter earnings expectations even as it reported lower-than-anticipated net sales orders in its fiscal first quarter, flagging flagged headwinds to property purchasing activity from cautious consumers.
Bank of America (NYSE:BAC) stock fell 1.4% after the lender announced plans to award about $1 billion in equity to all employees except senior management, following a strong year.
RAPT Therapeutics (NASDAQ:RAPT) stock soared over 60% after GSK (NYSE:GSK) agreed to buy the U.S. firm for $2.2 billion, adding global rights to the experimental food allergy drug ozureprubart to its respiratory and immunology portfolio.
Newmont Goldcorp (NYSE:NEM), Hecla Mining (NYSE:HL) and Endeavour Silver (NYSE:EXK) all rose strongly, with precious metal miners in demand as gold prices soared past $4,700 per ounce for the first time and silver hovered below record highs.
Applied Digital (NASDAQ:APLD) stock fell 5.6% after CEO and Chairman Wes Cummins sold 165,000 shares of the company’s stock, generating just over $6 million.
U.S. IT hardware stocks, such as Logitech (NASDAQ:LOGI) and NetApp (NASDAQ:NTAP), fell sharply after Morgan Stanley downgraded its view on the industry, warning that companies could drastically reduce their spending budgets as enterprise demand slows and component costs rise, cutting the two companies to "underweight" from "equal-weight".
Alcon (NYSE:ALC) stock fell 0.9% despite Deutsche Bank upgrading its stance on the medical device company to “buy” from “hold”, citing expectations of stronger growth and margin expansion.

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Dj Earnings: Before Market Open January 20

Reuters

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Engineered Components and Systems Stocks Q3 Recap: Benchmarking ESCO (NYSE:ESE)

Stock Story

NN Inc.

-1.97%

Park-Ohio Holdings Corp.

+1.48%

ESCO Technologies

-0.78%

As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the engineered components and systems industry, including ESCO and its peers.

The 13 engineered components and systems stocks we track reported a mixed Q3. As a group, revenues beat analysts’ consensus estimates by 2.8% while next quarter’s revenue guidance was 0.5% below.

Thankfully, share prices of the companies have been resilient as they are up 5.1% on average since the latest earnings results.

ESCO

A developer of the communication systems used in the Batmobile of “The Dark Knight,” ESCO is a provider of engineered components for the aerospace, defense, and utility sectors.

ESCO scored the biggest analyst estimates beat of the whole group. Unsurprisingly, the stock is up 4% since reporting and currently trades at $218.58.

Read why we think that ESCO is one of the best engineered components and systems stocks, our full report is free.

Best Q3: Timken

Established after the founder noticed the difficulty freight wagons had making sharp turns, Timken is a provider of industrial parts used across various sectors.

The market seems happy with the results as the stock is up 21.1% since reporting. It currently trades at $93.55.

Weakest Q3: Park-Ohio

Based in Cleveland, Park-Ohio provides supply chain management services, capital equipment, and manufactured components.

Park-Ohio reported revenues of $398.6 million, down 4.5% year on year, falling short of analysts’ expectations by 4.5%. It was a disappointing quarter as it posted full-year EPS guidance missing analysts’ expectations and a significant miss of analysts’ revenue estimates.

Interestingly, the stock is up 9.3% since the results and currently trades at $23.03.

Read our full analysis of Park-Ohio’s results here.

RBC Bearings

RBC Bearings reported revenues of $455.3 million, up 14.4% year on year. This number surpassed analysts’ expectations by 1.1%. Taking a step back, it was a satisfactory quarter as it also recorded an impressive beat of analysts’ Aerospace and Defense revenue estimates but a miss of analysts’ Diversified Industrials revenue estimates.

The stock is up 22.7% since reporting and currently trades at $498.82.

Read our full, actionable report on RBC Bearings here, it’s free.

Formerly known as Nuturn, NN provides metal components, bearings, and plastic and rubber components to the automotive, aerospace, medical, and industrial sectors.

NN reported revenues of $103.9 million, down 8.5% year on year. This result missed analysts’ expectations by 7.1%. Overall, it was a softer quarter as it also produced a significant miss of analysts’ revenue estimates and a significant miss of analysts’ EBITDA estimates.

NN delivered the highest full-year guidance raise but had the weakest performance against analyst estimates and weakest performance against analyst estimates among its peers. The stock is down 22.2% since reporting and currently trades at $1.47.

Read our full, actionable report on NN here, it’s free.

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Netflix, U.S. Bancorp, 3M, and more set to report earnings Tuesday

Investing.com

NVIDIA

-0.72%

Advanced Micro Devices

Earnings season continues to gain momentum as we approach another busy day of financial results. Below we highlight companies expected to report earnings the next trading day so you can prepare for the market’s reaction. Leading the action on Tuesday, January 20, are major players including Netflix, U.S. Bancorp, 3M, D.R. Horton, and Fifth Third Bank, representing sectors from streaming entertainment to banking and manufacturing.

Earnings Before the Open:

• 3M Co (MMM): EPS estimate of $1.80 on revenue of $6.01B

• U.S. Bancorp (USB): EPS estimate of $1.19 on revenue of $7.32B

• D.R. Horton Inc (DHI): EPS estimate of $1.93 on revenue of $6.59B

• Fastenal Co (FAST): EPS estimate of $0.2599 on revenue of $2.04B

• Fifth Third Bank (FITB): EPS estimate of $0.9952 on revenue of $2.34B

• KeyCorp New (KEY): EPS estimate of $0.3857 on revenue of $1.96B

• Forestar Group Inc (FOR): EPS estimate of $0.3175 on revenue of $265.48M

• Peoples Bancorp Inc (PEBO): EPS estimate of $0.8786 on revenue of $117.98M

• Mercantile Bank (MBWM): EPS estimate of $1.34 on revenue of $61.91M

Earnings After the Close:

• Netflix Inc (NFLX): EPS estimate of $0.5522 on revenue of $11.97B

• Interactive Brokers (IBKR): EPS estimate of $0.5854 on revenue of $1.61B

• United Continental (UAL): EPS estimate of $2.96 on revenue of $15.39B

• Zions Bancorp (ZION): EPS estimate of $1.57 on revenue of $865.18M

• Wintrust Financial (WTFC): EPS estimate of $2.93 on revenue of $701.8M

• Bank of the Ozarks (OZK): EPS estimate of $1.55 on revenue of $435.01M

• Hancock Holding Co (HWC): EPS estimate of $1.48 on revenue of $391.49M

• Progress Software (PRGS): EPS estimate of $1.31 on revenue of $252.71M

• Simmons First National (SFNC): EPS estimate of $0.4871 on revenue of $238.72M

• ServisFirst Bancshares (SFBS): EPS estimate of $1.38 on revenue of $151.82M

• SmartFinancial Inc (SMBK): EPS estimate of $0.7833 on revenue of $51.39M

Be sure to check back daily for updates and insights into the earnings season and get real-time results at Investing.com’s Earnings Calendar and latest headlines. Do you want to trade the earnings of the biggest companies like a pro? Then get InvestingPro now and access over 1000 metrics that will give you a significant advantage in the shark tank that is Wall Street. Click here.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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