U.S. Logistics Stock News

In February 2026, The Chefs’ Warehouse reported fourth-quarter 2025 sales of US$1,142.56 million, with full-year sales reaching US$4.15 billion and net income of US$72.36 million, while management highlighted strong demand in upscale-casual and higher-end dining channels. Executives also indicated they are actively evaluating accretive, low-risk acquisitions that could complement existing territories and enhance organic growth, while carefully weighing these options against potential share...

Earlier in February 2026, Comstock announced that it had appointed Newmark Group as the exclusive leasing agent for its more than 3.20 million square foot Reston Station and Loudoun Station Class A and Trophy office portfolio in Northern Virginia’s Dulles Corridor. This mandate, alongside Newmark’s recent $415 million refinancing arrangement for a large grocery-anchored retail portfolio, underscores the firm’s role in high-profile, mixed-use and retail assignments across key U.S. markets. We...

Why Live Oak Bancshares Is On Investors’ Radar Live Oak Bancshares (LOB) has drawn fresh attention after recent share price gains over the past month and past 3 months, prompting investors to reassess its banking and fintech focused business model. The company reports revenue of US$480.8 million and net income of US$102.8 million, figures that give investors concrete reference points when weighing recent returns and the current US$40.88 share price. See our latest analysis for Live Oak...

Ocular Therapeutix (OCUL) is back in focus after releasing topline SOL-1 Phase 3 data for Axpaxli in wet age-related macular degeneration, a clinically positive update that nonetheless triggered a sharp negative reaction in the share price. See our latest analysis for Ocular Therapeutix. The latest Axpaxli readout has come after a volatile stretch, with a 1 day share price return of 10.67% partly offsetting a 30 day share price decline of 24.25% and a year to date share price return of...

Susquehanna recently downgraded Joint Stock Company Kaspi.kz (NASDAQ: KSPI) to a Neutral stance, while Citi reaffirmed its positive view, as management signalled that 2025 will be an “investment year” focused on balancing spending and shareholder returns. This shift toward heavier investment has highlighted differing analyst opinions and raised questions about how Kaspi.kz will balance growth initiatives with maintaining its established profitability profile. Now, we’ll examine how...

Integer Holdings (ITGR) is back in focus after recent share price moves, giving investors a fresh chance to reassess the medical device manufacturer’s returns profile and financial scale ahead of their next portfolio decisions. See our latest analysis for Integer Holdings. At a share price of US$84.85, Integer Holdings has seen a 1-day share price return of 2.23% and a 90-day share price return of 18.79%, while the 1-year total shareholder return is a 33.18% loss. This points to improving...

In February 2026, Zebra Technologies completed a US$841.85 million share repurchase under its 2022 authorization, launched a new US$1.00 billion buyback program with no expiration date, reported higher fourth-quarter and full-year 2025 revenue, and issued 2026 guidance calling for double-digit reported sales growth supported by acquisitions and foreign currency tailwinds. An interesting aspect for investors is how Zebra’s earnings declined year over year even as revenue grew and buybacks...

Why California Resources Is On Investors’ Radar California Resources (CRC) has drawn fresh attention after recent share price moves, with the stock showing positive returns over the past month and past 3 months, prompting investors to reassess its valuation and business mix. See our latest analysis for California Resources. At a share price of US$59.22, California Resources has seen a 20.66% 1 month share price return and a 27.66% year to date share price return. The 5 year total shareholder...

IDACORP (IDA) has drawn investor attention after its latest share move, with the stock closing at $139.89. That price sits alongside a 1-year total return of 25.92% and a 3-year total return of 47.19%. See our latest analysis for IDACORP. The recent 1 day share price return of 1.15% comes after a softer 7 day share price return of 3.03%. However, the 1 year total shareholder return of 25.92% and 5 year total shareholder return of 88.30% indicate momentum that has been building over a longer...

Vulcan Materials (VMC) is back on investors’ radar after recent price moves, with the stock last closing at $305.29. You might be asking how that stacks up against its fundamentals today. See our latest analysis for Vulcan Materials. The recent move to a share price of $305.29 comes after a 6.82% 7 day share price decline. However, the 90 day share price return of 6.30% and 1 year total shareholder return of 21.63% still point to positive momentum over a longer window. If Vulcan Materials has...

TTM Technologies (TTMI) is back on investor radars after a stronger-than-expected earnings report, a raised outlook, and tariff relief, all coinciding with rising interest in its role across defense, aerospace, AI, and 5G hardware. See our latest analysis for TTM Technologies. The latest earnings beat, tariff relief and AI infrastructure tailwinds have all contributed to sharp price momentum, with a 1 day share price return of 7.51%, a 90 day share price return of 66.20%, and a very large 1...

Agree Realty Corporation recently reported its fourth-quarter and full-year 2025 results, with quarterly revenue rising to US$190.49 million and net income reaching US$56.04 million, and full-year revenue and net income of US$718.40 million and US$204.35 million respectively. While the company’s revenue and net income grew year over year, full-year earnings per share stayed broadly flat, highlighting how expansion has so far translated into steady rather than accelerating per-share...

In February 2026, FormFactor announced that director Kevin Brewer will retire from the Board after his current term and will not stand for re-election at the anticipated May 15, 2026 annual meeting, following his tenure on the Audit and Governance and Nominating Committees and a February open-market sale of 3,000 shares. His planned departure, alongside share sales by several directors and executives, comes as FormFactor highlights its role in AI-driven semiconductor testing at industry...

Earlier in February 2026, Ralph Lauren reported a strong fiscal Q3 holiday quarter, with double-digit revenue growth and demand holding up across regions, and management lifted its full-year 2026 constant-currency revenue outlook to high-single to low-double digit growth. These results have reinforced confidence in Ralph Lauren’s ability to sustain its premium positioning while capturing growth through brand strength, product mix and broader geographic reach. We’ll now explore how this...

In February 2026, CNX Resources Corporation priced a US$500,000,000 offering of 5.875% senior unsecured notes due 2034 at par, with subsidiary guarantees, to refinance its 6.000% senior notes due 2029 via a tender offer and conditional redemption. This refinancing effectively extends CNX’s debt maturity profile while slightly lowering its coupon costs, underscoring active balance sheet management and an emphasis on financial flexibility. We’ll now examine how refinancing 6.000% 2029 notes...

Pinterest reported full-year 2025 results showing sales rising to US$4,221.77 million from US$3,646.17 million, while net income and diluted EPS from continuing operations declined versus the prior year, and the company paired this with Q1 2026 revenue guidance of US$951 million to US$971 million, an 11% to 14% year-over-year increase including a foreign-exchange tailwind. Alongside these results, Pinterest completed over US$1.03 billion of share repurchases under its 2024 authorization,...

Loews Corporation recently completed a US$500 million public offering of 4.940% Senior Unsubordinated Unsecured Notes due April 1, 2036, while also declaring a quarterly dividend of US$0.0625 per common share payable on March 10, 2026. The combination of fresh long-term funding, ongoing share repurchases, and a maintained dividend highlights how Loews is actively managing its capital structure across debt, equity, and cash returns. We’ll now examine how the new 4.940% senior notes offering...

Cardinal Health’s earnings beat and outlook upgrade Cardinal Health (CAH) recently reported quarterly results that exceeded expectations and raised its profit outlook for fiscal 2026, highlighting strong specialty medicine demand, broad-based profit growth, and margin gains from tight cost controls. See our latest analysis for Cardinal Health. Cardinal Health’s latest earnings beat and raised fiscal 2026 outlook have arrived alongside firm share price momentum, with a 30 day share price...

Sysco Corporation recently launched its Home Grown by Sysco pilot program, making about 10,000 locally sourced and artisan products easier to identify and purchase across select U.S. regions and parts of Canada as part of its broader sustainability-focused One Planet One Table assortment. This initiative signals Sysco’s push to formalize and scale local sourcing through improved software and product identifiers, potentially deepening relationships with customers that prioritize regional...

ATI Inc. (NYSE:ATI) has expanded its share repurchase authorization with a new $500 million buyback plan. The additional authorization supports an ongoing multi year repurchase program focused on returning cash to shareholders. The move aligns with ATI's capital allocation priorities and its focus on aerospace and defense end markets. ATI, trading at $158.87, has seen very strong share performance over the past year, with the stock up 173.8%. Returns are also robust over longer horizons,...

Earlier this week, Wedbush analyst Michael Piccolo initiated coverage on Burford Capital with a buy rating, bringing new broker attention to the legal finance specialist. This fresh endorsement from a new research house adds another external view on Burford’s litigation-focused model, potentially broadening institutional awareness of the asset class. Next, we’ll explore how this new bullish analyst coverage might reinforce or test Burford Capital’s existing investment narrative and risk...

Earlier this month, Snowflake announced new AI-focused collaborations, including expanding its role as Team USA’s Official Data Collaboration Partner and deepening enterprise deployments such as Wolfspeed’s AI-integrated manufacturing platform using Snowflake Intelligence and Cortex AI. These partnerships highlight how Snowflake’s AI Data Cloud is being embedded into real-world operations and sports performance analytics, broadening the range of mission-critical workloads running on its...

In February 2026, SEALSQ and Lattice Semiconductor announced a collaboration to embed TPM-based post-quantum cryptography into select Lattice FPGAs, alongside Lattice’s separate launch of a Cyber Resilience Reference Kit with EXOR International and TrustiPhi to support secure industrial and edge device design. Together, these security-focused partnerships underscore how Lattice is tying its low-power FPGA portfolio more tightly to emerging quantum-safe and cyber resilience requirements in...

In the days leading up to its 24 February 2026 earnings release, Apellis Pharmaceuticals faced expectations of a year-over-year decline in quarterly earnings and revenue, alongside a negative Earnings ESP of 3.07% and increasingly cautious analyst projections. This shift in sentiment, driven by concerns over weaker near-term performance, highlights how quickly earnings expectations can reshape perceptions of Apellis’ long-term prospects. Now, we’ll explore how this weaker earnings outlook...