U.S. Logistics Stock News

Telephone and Data Systems, Inc. reported past fourth-quarter 2025 results with revenue of US$330.71 million and net income of US$56.47 million, alongside declaring first-quarter 2026 common and preferred dividends payable on March 31, 2026. The company also completed a multi-year buyback program totaling 9,418,555 shares for US$226.07 million, which, combined with improved quarterly profitability, signals an emphasis on capital returns and balance sheet management. We will now examine how...

In recent weeks, Five Below has continued its expansion by opening a new store at Route 6 Mall near Honesdale and planning to occupy a former Jo-Ann Fabrics space in Sahuarita, while rolling out low-priced seasonal merchandise such as Easter items, outdoor gear, and trend-led products like a US$20 pet carrier and a US$5 edition of Wuthering Heights. Together with analysts’ expectation that a recent Supreme Court tariff ruling could ease cost pressures on Chinese imports, these moves...

Navigator Holdings (NVGS) has drawn investor attention recently, with the share price at $19.80 and total return figures over the past year and the past 3 months providing a clearer picture of its recent trading performance. See our latest analysis for Navigator Holdings. The recent 30 day share price return of 7.67% and 90 day share price return of 11.30%, alongside a 1 year total shareholder return of 27.83%, suggests momentum has been building over both shorter and longer horizons. If this...

Tyra Biosciences recently announced that two clinical abstracts on its precision FGFR3 inhibitor TYRA-300 in metastatic urothelial cancer and non-muscle invasive bladder cancer were accepted for presentation at the 2026 ASCO Genitourinary Cancers Symposium. This acceptance highlights growing clinical and scientific interest in TYRA-300’s potential role across distinct bladder cancer settings, a central pillar of Tyra’s pipeline. Against this backdrop, we’ll explore how TYRA-300’s ASCO GU...

Procore Technologies (PCOR) is back in focus after its Q4 2025 earnings and 2026 revenue guidance, with investors weighing solid sales growth, a smaller net loss, and early traction from the company’s AI initiatives. See our latest analysis for Procore Technologies. The share price has pulled back sharply, with a 30 day share price return of 25.56% decline and a 1 year total shareholder return of 39.25% decline. This suggests that recent enthusiasm around earnings and AI adoption is being...

Rollins, Inc. recently reported higher fourth-quarter and full-year 2025 earnings, continued to signal a healthy M&A pipeline, and earlier this month presented its outlook at Barclays’ 43rd Annual Industrial Select Conference in Miami. Management’s emphasis on recurring revenue, disciplined acquisitions, and confidence in funding further deals after investing almost US$900 million over three years highlights how central M&A has become to Rollins’ growth ambitions. We’ll now examine how...

In February 2026, Franklin Electric Co., Inc. reported Q4 and full-year 2025 results showing higher quarterly sales and earnings per share than the prior year, alongside full-year 2025 sales of US$2.13 billion and net income of US$147.09 million, and issued 2026 sales guidance of US$2.17 billion to US$2.24 billion. Beyond the headline figures, the combination of record annual sales, lower full-year net income, and modest 2026 growth guidance highlights the tension between expansion...

Plexus overview after recent trading move Plexus (PLXS) has drawn fresh attention after a recent move in its share price, with the stock last closing at $197.55. That level reflects a 1 day return of about a 0.5% decline and a 7 day return of roughly a 1.9% decline. See our latest analysis for Plexus. While Plexus has seen a modest 1 day share price pullback and a softer 7 day share price return, the 30 day share price return of 13.52% and 90 day share price return of 38.52% sit alongside a 1...

Neurocrine Biosciences (NBIX) is back in focus after reporting fourth quarter and full year 2025 earnings, alongside fresh 2026 sales guidance for INGREZZA and optimistic commentary around its late stage pipeline. See our latest analysis for Neurocrine Biosciences. At a latest share price of US$128.38, Neurocrine Biosciences has seen short term share price pressure, with a 30 day share price return of a 5.73% decline and a 90 day share price return of a 10.56% decline. However, a 1 year total...

Recent filings show Battery Management Corp. and Solel Partners LP expanding their positions in Braze (BRZE), even after a sharp share price pullback. This puts institutional behavior in focus for anyone tracking the stock. See our latest analysis for Braze. At a latest share price of $15.79, Braze has seen a sharp reset, with a 30 day share price return of a 37.14% decline and a 1 year total shareholder return of a 59% loss, indicating momentum that has been fading even as revenue and...

Johnson & Johnson (JNJ) has packed several clinically focused announcements into February, including new subcutaneous dosing approvals for RYBREVANT, long term TREMFYA data in ulcerative colitis, and a more than US$1b U.S. cell therapy manufacturing build out. See our latest analysis for Johnson & Johnson. All these February announcements around RYBREVANT, TREMFYA and new U.S. manufacturing capacity are landing at a time when momentum in Johnson & Johnson’s shares is strong, with an 11.7% 1...

Why ICU Medical is back on investors’ radar ICU Medical (ICUI) has moved back into focus after resolving a longstanding FDA warning letter tied to its Smiths Medical business and posting fourth quarter results with adjusted earnings above analyst expectations, along with 2026 guidance that came in ahead of consensus. The company paired these updates with detailed 2026 earnings guidance, giving investors clearer visibility into expected GAAP net income of US$26 million to US$44 million and...

CVR Energy stock snapshot after recent performance CVR Energy (CVI) has been on many investors’ radars after a mixed run, with the share price up about 1.7% over the past day but showing weaker returns across the past week and month. At a last close of US$21.07, CVR Energy sits below its past 3 months level, with the stock also reflecting a negative year to date return and a weaker 3 year total return. See our latest analysis for CVR Energy. The recent 1 day share price gain contrasts with...

Applied Optoelectronics (AAOI) shares have been in focus after a run to nine year highs, with investors reacting to a cluster of events around earnings, new data center products, and fresh manufacturing capacity. See our latest analysis for Applied Optoelectronics. The recent run has been sharp, with a 51.06% 1 month share price return and a 137.40% 3 month share price return as investors react to earnings anticipation, new AI focused data center products, and the Texas capacity expansion...

Archer Aviation has opened a new UK Engineering Hub in Bristol and announced plans to integrate NVIDIA’s IGX Thor platform into future aircraft to support advanced AI for safety-critical and autonomy-ready flight systems, including work tied to defense collaborations in the UK and with Anduril. By pairing an aerospace-focused talent base in Bristol with NVIDIA’s aviation AI technology, Archer is trying to deepen both its commercial air-taxi and defense technology capabilities across multiple...

On 17 February 2026, Bernstein Litowitz Berger & Grossmann LLP filed a class action alleging that Express Scripts, Cigna, and Evernorth diverted billions in drug rebates to a Swiss affiliate, Ascent, using disguised “fees” and formulary decisions that allegedly favored higher-paying drug manufacturers over lower-cost alternatives. The lawsuit directly challenges how Express Scripts and its parent Cigna structure and disclose PBM rebate economics, raising complex questions about fiduciary...

American Assets Trust: Recent Returns and Business Snapshot Without a single clear news event driving attention, American Assets Trust (AAT) is drawing interest as investors weigh its recent share performance against fundamentals such as revenue, net income and portfolio profile. See our latest analysis for American Assets Trust. The recent 7 day share price return of 4.6% and 1 month share price return of 8.0% contrast with a 1 year total shareholder return decline of 5.8%, suggesting short...

Breach Inlet Capital Management previously disclosed increasing its stake in Hilton Grand Vacations by purchasing 63,548 shares, while the company highlighted continued club member growth and contract sales strength across its timeshare platform. This combination of a larger institutional position and a broad, recurring-revenue membership base underscores how investor interest intersects with Hilton Grand Vacations’ integrated timeshare, financing, and resort operations model. We’ll now...

Sun Communities, Inc. recently approved an increase in its quarterly distribution to US$1.12 per common share and unit, up US$0.08 or about 8% from the prior US$1.04, implying an annual rate of US$4.48 per share beginning with the first-quarter 2026 payout, subject to ongoing Board approval each quarter. This higher distribution, announced alongside interim finance leadership returning to a familiar executive, highlights the company’s emphasis on income generation and continuity in its...

Trinity Industries (TRN) is back in focus after its latest quarterly results and 2026 earnings outlook, which highlighted higher net income and earnings per share along with lower sales compared with the prior year. See our latest analysis for Trinity Industries. At a share price of $34.60, Trinity Industries has given investors a 28.0% 1 month share price return and 31.2% 3 month share price return. Its 1 year total shareholder return of 19.4% points to momentum that has been building rather...

Earlier this month, Accenture created a new chief communications officer role and appointed longtime insider Rachel Frey to oversee internal and external communications, including media relations, financial communications, public affairs and crisis management, reporting directly to Chair and CEO Julie Sweet. Her elevation comes as Accenture intensifies its push into AI, linking leadership promotions to regular AI tool use and partnering with OpenAI to embed enterprise AI more deeply into...

Recently, Symbotic reported revenue that exceeded expectations, gained an upgrade to Overweight from KeyBanc on improved execution and rollout potential, and completed the acquisition of Fox Robotics to broaden its AI-powered warehouse automation capabilities. These developments arrive as Symbotic moves into a new phase of AI-driven automation expansion, potentially reshaping how major retailers and logistics players modernize their warehouse operations. Next, we’ll examine how KeyBanc’s...

Americold Realty Trust, Inc. reported fourth-quarter 2025 results showing sales of US$600.68 million and revenue of US$658.45 million, with net loss widening to US$88.34 million and loss per share from continuing operations at US$0.31. Alongside these weaker results, the company introduced a new Chief Financial Officer, Chris Papa, and set out a detailed 2026 plan focused on balance sheet repair, cost reductions, and targeted growth in higher-value cold storage segments. Next, we’ll examine...

AtriCure (ATRC) shares are in focus after the company paired improved 2025 results with new 2026 guidance that calls for US$600 million to US$610 million in revenue and an expectation of positive full year net income. See our latest analysis for AtriCure. The improved 2025 results and fresh 2026 guidance arrive after a tough run for investors, with a 30 day share price return of an 18.63% decline and a 1 year total shareholder return of an 18.88% decline, pointing to fading momentum despite...