U.S. Logistics Stock News

Luckin Coffee Inc. reported its second quarter 2025 earnings, revealing revenue of CNY 12.36 billion and net income of CNY 1.25 billion, both up significantly from the prior year. An interesting highlight is the company's strong earnings growth over the first half of 2025, with net income more than doubling compared to the same period last year. We will examine how this robust net income growth strengthens Luckin Coffee's investment narrative and outlook for sustained performance. Trump has...

Labcorp Holdings recently announced the launch of Test Finder, a generative AI tool developed in partnership with Amazon Web Services, to simplify laboratory test selection for healthcare providers, and also achieved CE-marking in the EU for its PGDx elio tissue complete assay, the first comprehensive solid tumor profiling test approved under the region's new regulations. These developments enhance Labcorp’s position as a technology leader in diagnostics and expand patient access to...

Conagra Brands recently reported weaker earnings and margin performance, attributing the results to lower sales, inflationary pressures, and negative operating leverage. Amid these headwinds, the company highlighted continued investment in its frozen and snacks categories, supply chain enhancements, and disciplined cost management as core strategies for future stability and growth. We’ll explore how Conagra’s renewed focus on margin improvement and core product investment shapes its overall...

Zurn Elkay Water Solutions Corporation recently reported strong second quarter 2025 results, delivering core sales of US$444.5 million and growing net income compared to the previous year, while also raising its full-year outlook for core sales and adjusted EBITDA. The company’s robust free cash flow, share repurchases, and ongoing supply chain efficiencies highlight management’s confidence and operational discipline amid pricing actions and tariff challenges. We’ll explore how the company’s...

On August 1, 2025, NNN REIT, Inc. appointed Joshua P. Lewis as Executive Vice President and Chief Investment Officer, placing an experienced acquisitions leader at the helm of its real estate investments after over fifteen years within the industry. Lewis’s appointment, combined with NNN REIT’s recently increased dividend after 36 consecutive annual hikes, highlights a commitment to both experienced management and consistent shareholder returns. Let’s examine how elevating a proven...

In late July 2025, BorgWarner announced a series of major contract wins with global automakers across electric, hybrid, and combustion platforms, alongside a raised full-year outlook, a 55% dividend increase, and an expanded US$1 billion share buyback authorization scheduled through 2028. These developments highlight BorgWarner's momentum in securing advanced electrification and turbocharger technology business, supporting its transition toward higher-value vehicle components...

Aurinia Pharmaceuticals recently reported its second-quarter 2025 financial results, showing revenue growth to US$70.01 million and net income of US$21.51 million, alongside raising full-year guidance and highlighting positive Phase 1 data for aritinercept. Of particular note, the company swung from a net loss to profitability over the first half of the year, reflecting both higher product sales and operating leverage. We'll explore how the improved earnings performance and revenue outlook...

Wall Street analysts expect Evergy to report a year-over-year decline in earnings for the quarter ended June 2025, even as revenues are projected to rise, with the company's next earnings report scheduled for August 7. Market sentiment has been shaped by Evergy’s recent history of frequently missing earnings estimates, prompting investors to closely watch how actual results compare to expectations. With investor attention fixed on Evergy’s upcoming earnings report and its track record of...

On July 31, 2025, Floor & Decor Holdings announced second-quarter sales of US$1.21 billion and a net income of US$63.18 million, both higher than the previous year, alongside updated full-year guidance for sales and diluted EPS. The continued growth in both sales and profits highlights ongoing operational momentum, while the new guidance gives investors clearer visibility into the company's expected performance for 2025. We'll explore how the company's improved earnings and updated 2025...

Corcept Therapeutics reported its second quarter 2025 financial results on July 31, showing net income of US$35.15 million, nearly unchanged from the previous year. This stability in earnings came as most analysts maintained their outlook for ongoing revenue growth and consistent business performance. We’ll examine how steady net income and analyst optimism could influence Corcept Therapeutics' investment narrative and future expectations. AI is about to change healthcare. These 26 stocks...

Standex International reported its fourth quarter 2025 results on July 31, delivering sales of US$222.05 million and net income of US$14.83 million, while also providing upbeat guidance for fiscal 2026 with expectations of higher revenue and margin expansion. The company highlighted contributions from recent acquisitions and robust sales growth in fast-expanding markets, positioning itself for accelerated expansion in key business segments. We’ll examine how Standex’s strong 2026 outlook,...

Avient Corporation recently reported its second quarter 2025 earnings, revealing sales of US$866.5 million and net income of US$52.6 million, both higher than the same period last year. A substantial improvement in quarterly net income highlights operational progress, even as the company's year-to-date profits trail last year's levels. We'll explore how these stronger quarterly earnings influence Avient's outlook, particularly in light of anticipated margin expansion and product...

PG&E Corporation recently reported its second-quarter 2025 results, showing relatively stable year-over-year revenue at US$5.90 billion and net income of US$521 million, but also lowered its full-year GAAP earnings guidance to a range of US$1.26 to US$1.32 per share. The reduction in earnings outlook comes despite consistent quarterly earnings, highlighting management’s view of emerging headwinds for the remainder of the year. We’ll explore what PG&E’s updated earnings guidance means for its...

Earlier this week, Interface, Inc. raised its full-year 2025 net sales guidance to a range of US$1.37 billion to US$1.39 billion, up from its previous range, and provided third quarter forecasts for net sales between US$350 million and US$360 million. This updated outlook indicates greater confidence in Interface's ongoing operational improvements and its ability to boost revenue through new initiatives. We'll examine how Interface's increased full-year guidance for 2025 shapes expectations...

Dollar Tree, Inc. recently filed a US$342.45 million shelf registration for an Employee Stock Ownership Plan and announced a Chief Legal Officer transition, with John S. Mitchell, Jr. set to succeed Jonathan B. Leiken following the past sale of the Family Dollar business. This combination of leadership change and a significant equity offering for employees suggests a period of transformation as Dollar Tree sharpens its focus after divesting Family Dollar. We'll now examine how Dollar Tree's...

Oshkosh Corporation recently reported its second quarter earnings, revealing net income of US$204.8 million, up from US$168.6 million a year earlier, despite a decrease in sales to US$2.73 billion. Notably, the company raised its full-year 2025 earnings guidance, attributing its improved profit outlook to company-wide cost reduction efforts and a more limited impact of tariffs than previously anticipated. We'll explore how Oshkosh's higher earnings forecast following effective cost controls...

Meritage Homes reported its second quarter 2025 results in late July, revealing a decline in both revenue to US$1.62 billion and net income to US$146.88 million compared to the prior year. Despite these declines, the company continued its share buyback program, repurchasing 674,124 shares during the quarter and completing nearly 8% of its buyback authorization since 2019. We'll explore how Meritage's ongoing share repurchase program shapes its investment narrative amid recent earnings...

Earlier this week, Exelixis released its second quarter 2025 results, disclosed total revenue of US$568.26 million for the quarter, reaffirmed full-year earnings guidance, and announced the completion of buybacks totaling 5.06% of shares outstanding across two repurchase programs. Despite quarterly revenue falling year over year, net income and earnings per share improved for the first half, while the company's buyback activity signals management's commitment to shareholder returns. We’ll...

In late July 2025, Brown & Brown, Inc. filed a US$636.94 million shelf registration for 6.93 million shares of common stock, connected to an employee stock ownership plan (ESOP), following its second-quarter earnings results and dividend declaration. This substantial shelf registration highlights the company's ongoing use of equity offerings for employee benefit initiatives, reflecting evolving approaches to capital management and workforce incentives. We'll explore how the ESOP-focused...

Kenvue Inc. recently announced that its Board of Directors approved a 1.2% increase to its quarterly dividend, raising it to US$0.2075 per share, payable on August 27, 2025, to shareholders of record as of August 13, 2025. This dividend hike signals management’s confidence in Kenvue’s ability to generate consistent cash flow and maintain shareholder value even as the company progresses post-separation from Johnson & Johnson. We’ll now examine how Kenvue’s increased dividend payment could...

Booz Allen Hamilton recently announced its first quarter fiscal 2026 results, highlighted by significant net income growth, a record backlog, the launch of its AI-enabled Vellox Reverser™ cloud cybersecurity solution, and major new government contracts, including a five-year US$315 million Air Force award. This combination of expanded AI-driven offerings and continued contract wins reflects Booz Allen's effort to accelerate technology-enabled growth and strengthen its presence in defense and...

T. Rowe Price Group recently reported its second quarter 2025 results, with quarterly revenue of US$1.72 billion, up in net income and earnings per share compared to the prior year, though experiencing a decline in revenues and earnings over the first half of the year. A unique aspect of the results is that quarterly profitability increased despite year-over-year revenue dipping slightly and first-half net income lagging last year's figure. We’ll now explore how the company’s improved...

NIO Inc. reported that in July 2025, it delivered 21,017 vehicles across its NIO, ONVO, and Firefly brands, bringing total cumulative deliveries to 806,731 as of July 31, 2025. This marks a pivotal moment as the ONVO L90 SUV sold out its initial 10,000-unit batch within hours, and ONVO and Firefly brands now contribute a significant share of monthly deliveries, highlighting robust demand for NIO’s expanding product line. We'll assess how the ONVO L90 SUV's rapid sell-out bolsters NIO's...

Over the past two weeks, Toll Brothers announced a series of new luxury community launches and amenity unveilings across key U.S. markets, including Arizona, New Jersey, Pennsylvania, Texas, Florida, North Carolina, Oregon, and Nevada. This wave of product expansion spotlights Toll Brothers' focused effort to address diverse buyer segments through premium offerings in both established and emerging locations, reflecting an intensified push for national growth. We'll explore how the...