U.S. Logistics Stock News

SolarEdge Technologies (SEDG) attracted attention after unveiling a partnership with Infineon to deliver high-efficiency power solutions for AI-driven data centers. The company also reported Q3 results, noting a narrowing net loss and rising sales. See our latest analysis for SolarEdge Technologies. Between the Infineon partnership and continued traction in battery storage and grid services, SolarEdge is attracting attention well beyond its core solar business. While the last week has seen...

International Flavors & Fragrances (IFF) stock is drawing some attention lately, mostly because of recent moves in the materials sector and questions around the company’s long-term growth path. With shares trending down over the past month, investors are wondering about what’s next. See our latest analysis for International Flavors & Fragrances. Shares of International Flavors & Fragrances have lost momentum, with the 1-year total shareholder return sliding to -36.6% as investors react to...

Wondering if Arcosa's current share price is a steal or too good to be true? You are not alone in wanting to get to the bottom of its real value. In just the last week, Arcosa's stock climbed 7.1%, adding to an 8.6% gain over the past month and bringing its five-year return to an impressive 86.6%. Much of this momentum follows recent headlines about new infrastructure spending bills and Arcosa's strategic position to benefit from heightened demand in the construction industry. Investors are...

Wondering if International Seaways is a bargain or overpriced in today’s market? You’re not alone. The answer might surprise even seasoned investors. The stock has notched a strong 35.7% gain year-to-date and a significant 366.1% return over the past five years. There was a slight dip of 0.9% in the past week. Recent headlines about International Seaways focus on the company’s fleet expansion and strategic partnerships, which have fueled optimism for long-term growth and global reach...

Realty Income (O) reported earnings growth of 11% for the past year, continuing its five-year annual average increase of 19.5%. Net profit margins currently sit at 17.1%, slightly below last year’s 17.3%, with recent results affected by a one-off loss of $359.5 million for the twelve months to September 2025. Shares trade at $56.14, well below a discounted cash flow fair value estimate of $100.01. Analysts project earnings growth of 16.15% per year ahead, even as revenue growth of 3.8% trails...

Willis Towers Watson reported strong third quarter results, with US$2,288 million in sales and a swing from a net loss last year to net income of US$304 million, while also completing a US$600 million share repurchase during the period ending September 30, 2025. This marks a significant turnaround driven by operational efficiency gains, improved cost management, and investments in technology that expanded margins across core business segments. We'll explore how margin expansion and...

QCR Holdings reported strong third quarter results for 2025, with net interest income rising to US$64.8 million and net income reaching US$36.71 million, alongside the announcement of a new share repurchase program covering up to 10% of its outstanding shares. A key insight from these announcements is that the launch of an expanded buyback program and year-over-year earnings growth can indicate management's confidence in operational performance and shareholder value priorities. We'll now...

In recent days, Synopsys faced significant developments, including the departure of Chief Revenue Officer Rick Mahoney and the announcement of a class action lawsuit alleging the company failed to adequately disclose the negative financial impact of its AI client focus on the Design IP segment. These events followed Synopsys' reported third quarter results, highlighting an underperforming Design IP business, a material decline in net income, and new legal scrutiny tied to its strategic shift...

Blue Owl Capital (OWL) just announced over $5.5 billion in distributions from its GP stakes funds during the past 18 months. This was highlighted by a major strip sale contributing more than $2.5 billion in proceeds. Alongside this, the company’s recent quarterly earnings revealed revenue growth compared to last year, signaling continued momentum in business activity despite a notable drop in net income. See our latest analysis for Blue Owl Capital. Blue Owl Capital’s announcement of over...

Digital Turbine (APPS) just released its latest quarterly results, reporting higher sales and a smaller net loss compared to the previous year. The company also raised its revenue outlook for the next fiscal year, indicating growing optimism. See our latest analysis for Digital Turbine. Even with the improved outlook, Digital Turbine’s stock price has taken investors on a wild ride this year. There has been a 236% share price return since January and an 82% total shareholder return over...

Hanover Insurance Group (THG) just delivered a solid earnings report for the third quarter, showing notable gains in both revenue and net income. The company also unveiled a new industrial property insurance product for high-hazard industries. See our latest analysis for Hanover Insurance Group. After a notable third quarter earnings beat and the rollout of its new specialty insurance product, Hanover Insurance Group’s momentum has caught fresh attention. The share price has climbed 14.9% so...

Simon Property Group (SPG) reported a net profit margin of 36.4%, a notable decrease from last year's 41.4%. Earnings have grown at an annual rate of 9.7% over the past five years. Despite high earnings quality, growth is projected to slow as revenue is forecast to rise by just 1.8% per year and EPS by 3.39% per year, both trailing the US market averages. Investors are weighing a muted growth outlook and margin compression against the fact that shares trade below one estimate of fair value...

Sotera Health (SHC) reported net profit margins of 4.8% in its recent results, down from last year's 6.3%, as a one-off loss of $98.8 million weighed on the bottom line. Over the past five years, the company has moved into profitability with earnings growing at 2.2% per year, but in the latest period, earnings growth turned negative. Looking forward, analysts expect a sharp rebound, forecasting 56.1% annualized earnings growth against a more modest 5.7% revenue increase. This suggests...

Wondering if Mattel's share price truly reflects what the company is worth? You're not alone. Let's break down what might be driving its valuation right now. The stock is up 31.2% over five years, but it's been a bit of a rollercoaster lately. It dropped 4.7% in just the past week, even as it gained 1.5% over the last month. Mattel has been making headlines with new licensing deals and some high-profile product launches. Both of these have investors and consumers talking, and these recent...

CoreCivic (CXW) is set to announce its Q3 earnings results this Wednesday after the bell, drawing attention from investors who are looking for signs of continued momentum in revenue growth and performance. See our latest analysis for CoreCivic. CoreCivic’s share price has drifted lower in recent months, down 7% over the past 30 days and 15% year-to-date, as investors weigh expectations for another strong earnings result against ongoing uncertainty in the sector. Despite this recent pullback,...

Wondering if Cummins stock is really a good value right now? You are not alone, and today's prices have plenty of investors reassessing what the company is truly worth. The share price has surged 23.3% year-to-date and is up 92.9% over the past three years, though it pulled back slightly by 0.9% in the last 30 days. That recent shift comes on the back of industry-wide optimism and Cummins' headline-grabbing moves in the alternative power sector, including strategic...

Marathon Petroleum (MPC) reported average annual earnings growth of 30.2% over the past five years and is currently forecast to grow earnings by 11.65% per year going forward. Despite these solid headline numbers, growth is expected to lag the broader US market, with net profit margins slipping to 2.2% from 3.2% last year and revenue growth forecast at just 0.04% per year. While the company trades attractively compared to its peers on a price-to-earnings basis and offers an appealing...

WD-40 Company recently announced its fourth quarter and full year earnings for the period ended August 31, 2025, reporting year-over-year increases in both sales and net income, with annual sales reaching US$619.99 million and annual net income at US$90.99 million. Alongside the earnings, WD-40 completed a share buyback program, repurchasing 84,500 shares for US$20.39 million, which may reflect confidence in the company’s longer-term outlook. We'll explore how WD-40’s significant earnings...

German American Bancorp recently reported third quarter 2025 financial results, declaring a regular quarterly dividend of US$0.29 per share and announcing net interest income of US$75.73 million and net income of US$35.07 million for the period. The year-over-year rise in earnings and stable dividend declaration reflect continued momentum for the bank despite an increase in net charge-offs. We'll explore how German American Bancorp's strong third quarter earnings performance influences the...

Twilio (TWLO) shares soared nearly 20% after the company reported a profitable third quarter, reversing last year’s loss. Revenue climbed 15% compared to the prior year, and management raised its full-year growth outlook for 2025. See our latest analysis for Twilio. Twilio’s upbeat earnings and raised outlook sparked the recent surge, but it’s not just a one-day story. With a share repurchase program, fresh AI acquisitions, and expanding partnerships such as the Vodafone Spain deal, momentum...

Coastal Financial Corporation reported its third quarter 2025 results, highlighting net interest income of US$77.9 million and net income of US$13.59 million, both slightly above the same period last year, while basic and diluted earnings per share saw a small decrease. This performance came shortly after the company filed a US$62.46 million shelf registration for an ESOP-related common stock offering, reflecting both capital initiatives and operational stability. We'll explore how a steady...

LivaNova PLC reported its third quarter and nine-month 2025 earnings, showing sales growth to US$357.8 million for the quarter and US$1.03 billion for the nine months, compared to the same periods last year. While sales increased, the company saw quarterly net income decline and posted a net loss of US$273.4 million for the nine-month period, shifting from net income last year. We'll explore how the combination of higher sales and a substantial nine-month net loss reshapes LivaNova's...

Ever wondered if Lumen Technologies stock is trading well below its true value? You are definitely not alone in asking that question. After a few rough years, the share price has jumped 60.7% in the past month and is now up an impressive 87.9% so far this year. This hints at renewed growth potential and a shift in investor sentiment. Big moves like these often follow headline-making news. Lumen has been in the spotlight lately with recent leadership changes and strategic partnerships drawing...

Ellington Financial (EFC) has seen steady gains in recent weeks, returning nearly 8% over the past 3 months. Investors watching the stock may be curious how these moves line up with changes in the broader financials sector. See our latest analysis for Ellington Financial. Momentum has been picking up for Ellington Financial, with the stock's share price advancing over 12% year-to-date and outperforming many peers. Over the longer haul, investors have enjoyed a robust 29% total shareholder...