U.S. Logistics Stock News

WaterBridge Infrastructure (NYSE:WBI) has announced the initiation of its first quarterly dividend, marking a new approach to capital returns. The company has also launched the open season for its Speedway Phase II Pipeline project, inviting commercial commitments for new capacity. Both announcements were released together as part of a broader update on corporate priorities and capital allocation. For investors following NYSE:WBI, these developments relate directly to how the company is...

The Trump administration’s new 15% global tariff, set for up to 150 days, has put fresh attention on Brunswick (BC). The stock fell 7.1% as investors reassessed trade sensitive exposure. See our latest analysis for Brunswick. That tariff driven 1 day share price decline of 3.35%, alongside a 9.26% 7 day and 5.50% 30 day share price pullback, comes after a stronger 21.62% 90 day share price return and 33.04% 1 year total shareholder return. This suggests recent momentum has cooled even as...

Event context and recent stock move Dollar General (DG) has drawn fresh attention after a period of strong share price performance, with the stock showing a return of about 42% over the past 3 months. For investors, that move naturally raises questions about how the current price lines up with the company’s fundamentals, including profitability and overall value profile. See our latest analysis for Dollar General. Looking beyond the recent 3 month share price return, Dollar General’s latest...

On February 19, 2026, Zurn Elkay Water Solutions’ subsidiaries entered into Amendment No. 3 to their first lien credit agreement, refinancing existing revolving borrowings, expanding the revolving credit facility from US$200,000,000 to US$550,000,000, and extending the facility’s maturity to February 19, 2031. The revised agreement, which ties interest margins and fees to net first lien leverage and boosts remaining borrowing capacity to US$540,100,000, materially increases Zurn Elkay’s...

Recurrent Energy, a subsidiary of Canadian Solar, recently completed the sale of its 200 MWh Fort Duncan Battery Storage facility to Hunt Energy Network, with Canadian Solar expecting to recognize the transaction’s revenue in the first quarter of 2026. This project sale highlights Canadian Solar’s ongoing use of asset monetization to recycle capital from developed storage projects back into its broader growth pipeline. Next, we’ll examine how monetizing the Fort Duncan battery asset shapes...

Sprouts Farmers Market appointed Amanda Rassi as its first chief customer officer and Don Clark as chief merchandising officer. The leadership changes signal a fresh focus on customer engagement, personalization and merchandising across the business. Investors are watching how the new C-suite structure will influence shopper loyalty and sales trends. Sprouts Farmers Market (NasdaqGS: SFM) is entering this leadership reset with a share price of $73.73. The stock has seen a 9.0% return over...

Nutanix, NasdaqGS:NTNX, has entered into an AI-focused partnership with AMD that includes a major investment and joint engineering work. The two companies plan to build an open, full stack AI infrastructure platform, with initial availability targeted from late 2026. The collaboration is aimed at providing production ready AI solutions for enterprises using open and scalable architectures. Nutanix shares closed at $38.44, with the stock down 24.0% year to date and 44.6% over the past year,...

CSX Corporation recently completed a large-scale modernization of its data platform with Infosys and Microsoft, consolidating legacy systems into a unified, cloud-native environment to support real-time analytics, AI-ready insights, and lower infrastructure costs across its rail network. This data overhaul sharply reduced CSX’s reporting sprawl to a much smaller set of actionable insights, potentially reshaping how the railroad manages operations, maintenance, and logistics decisions...

Allison Transmission Holdings (ALSN) closed out FY 2025 with Q4 revenue of US$737 million and basic EPS of US$1.19, alongside net income of US$99 million that sets the tone for how investors read the full year. The company has seen quarterly revenue move from US$824 million in Q3 2024 to US$814 million in Q2 2025, US$693 million in Q3 2025 and then US$737 million in Q4 2025. Basic EPS shifted from US$2.30 to US$2.32, US$1.63 and US$1.19 over the same stretch, giving a clear read on how top...

In late February 2026, International Business Machines faced intense scrutiny after Anthropic’s Claude Code AI tool was promoted as a way to automate and accelerate modernization of COBOL-based systems that often run on IBM mainframes, sparking questions about the resilience of IBM’s legacy infrastructure and consulting franchises. At the same time, IBM announced moves such as tripling US entry-level hiring for 2026, expanding its watsonx Orchestrate platform with Deepgram’s voice AI, and...

Scale Microgrids, backed by NYSE:EQT, has acquired Reload to move into gigawatt scale data center campus development. The deal expands EQT linked exposure to digital infrastructure and powerpark solutions that support data center growth. This shift adds another leg to EQT related energy activity beyond its traditional natural gas focus. For investors watching NYSE:EQT at a share price of $59.38, this news adds a fresh angle to a company often viewed primarily through a natural gas lens. The...

Navitas Semiconductor (NVTS) has just wrapped up FY 2025 with fourth quarter revenue of US$7.3 million and a basic EPS loss of US$0.14, while trailing 12 month figures show revenue of US$45.9 million and a full year EPS loss of US$0.57. Over the past few quarters, the company has seen revenue move from US$21.7 million with EPS of US$0.10 loss in Q3 2024 to US$10.1 million and EPS of US$0.09 loss in Q3 2025, alongside net income losses ranging from US$18.7 million to US$31.8 million in recent...

Synopsys (NasdaqGS:SNPS) has appointed Peter A. Shimer, a former Deloitte executive, to its Board of Directors. In addition, the company is continuing its board refresh process, which includes the decision not to renominate Luis Borgen and Dr. Ajei Gopal. Together, these changes reflect an ongoing evolution in governance and oversight at Synopsys. Synopsys, known for its electronic design automation tools and related software used across the semiconductor and systems markets, plays a...

WisdomTree snapshot WisdomTree (WT) has drawn fresh attention after a stretch of strong returns across multiple timeframes, with the stock showing gains over the past week, month, past 3 months and year to date. That recent performance sits alongside reported annual revenue of US$493.753m and net income of US$109.133m, giving investors a reference point for assessing how the exchange traded fund sponsor and asset manager compares with its share price. See our latest analysis for...

Tesla (NasdaqGS:TSLA) faces a new lawsuit alleging discrimination against U.S. workers. The company is again in conflict with the California DMV over claims about its self-driving advertising. Tesla plans to end Model S and Model X production and repurpose its Fremont plant for Optimus humanoid robot manufacturing. Tesla, best known for its electric vehicles and energy products, is now dealing with fresh legal and regulatory pressure at the same time it is reshaping its operations. For...

Old Dominion Freight Line (ODFL) is back in focus after a mix of tariff relief, firm pricing, and stepped up capital returns pushed its shares higher, sharpening questions about how durable this momentum could be. See our latest analysis for Old Dominion Freight Line. That tariff decision and Old Dominion Freight Line's firm pricing come on top of a 10.18% 1 month share price return and a 42.09% 3 month share price return, while the 1 year total shareholder return of 9.90% trails the stronger...

In February 2026, Sensata Technologies Holding plc reported fourth-quarter 2025 sales of US$917.9 million and net income of US$63.2 million, alongside full-year 2025 sales of US$3.70 billion and net income of US$31.3 million. Despite lower full-year revenue and earnings versus the prior year, the company delivered a sharp quarterly profit rebound and reorganized into three segments that each achieved organic revenue growth and margin expansion. Now we will examine how Sensata’s stronger...

Brown-Forman stock snapshot With no single headline event driving the move, Brown-Forman (BF.B) has seen mixed share performance recently, with a modest gain over the past month alongside a small decline over the past 3 months. See our latest analysis for Brown-Forman. The recent 1-day share price return of 7.63% decline and 7-day share price return of 4.49% decline sit against a year-to-date share price return of 7.5%. The 1-year total shareholder return of 12.14% decline and 5-year total...

What triggered the latest interest in Nucor stock Nucor (NUE) has drawn fresh attention after its Board approved a new US$4.0b share repurchase program, reaffirmed a regular US$0.56 quarterly dividend, and appointed Jack Sullivan as Chief Financial Officer. See our latest analysis for Nucor. Nucor's latest US$4.0b buyback authorization and continued dividend track record come after a mixed stretch for the share price, with a 7 day share price return of 4.91% decline, a 90 day share price...

Teekay Tankers (TNK) is back in focus after its fourth quarter 2025 earnings, where net income and earnings per share were higher year over year, alongside ongoing fleet renewal and a continued quarterly dividend. See our latest analysis for Teekay Tankers. The latest earnings news comes after a strong run for the shares, with a 30 day share price return of 21.68% and a year to date share price return of 45.18%. The 1 year total shareholder return of 96.06%, together with a very large 5 year...

In February 2026, Sabra Health Care REIT, Inc. reported past fourth quarter 2025 results showing quarterly sales of US$92.92 million, revenue of US$211.90 million, and net income of US$27.23 million, alongside full-year 2025 revenue of US$774.63 million and net income of US$155.61 million. The company also issued 2026 earnings guidance of US$0.60–US$0.64 in net income per diluted share, giving investors clearer expectations around projected cash NOI growth in its triple-net portfolio...

Dividend decision and recent sentiment shift Columbia Banking System (COLB) recently affirmed a quarterly cash dividend of $0.37 per share, following a period of mixed analyst sentiment and higher than peer revenue growth as of late 2025. See our latest analysis for Columbia Banking System. Against this backdrop, Columbia Banking System’s share price has climbed over recent months, with a 30 day share price return of 5.11% and a 90 day gain of 9.81%. Its 1 year total shareholder return of...

Atlassian (TEAM) has put AI agents at the center of its pitch to investors, opening beta access to agents in Jira and expanding its Model Context Protocol so enterprise workflows and AI tools sit in one connected system. See our latest analysis for Atlassian. Despite the AI agent launch and solid cloud and enterprise updates earlier in the year, Atlassian’s recent share price return has been weak, with a 30 day share price return of 47.13% and a 1 year total shareholder return of 74.65%. This...

nLIGHT (LASR) heads into its earnings report tomorrow after the bell, with investors focused on how the laser maker’s recent revenue outperformance and stronger than expected EBITDA guidance translate into its Q4 numbers. See our latest analysis for nLIGHT. That backdrop of better than expected guidance and upbeat revenue projections has coincided with strong momentum in the shares, with a 39.05% 1 month share price return and a very large 1 year total shareholder return pointing to investors...