U.S. Logistics Stock News

SiTime agreed to acquire the timing business assets of Renesas Electronics in a deal valued up to $3.2b. The agreement will expand SiTime's product portfolio by more than tenfold and deepen its focus on precision timing solutions. Renesas' CEO is expected to join SiTime's board, and the companies plan to integrate SiTime's MEMS timing technology into Renesas' embedded products. For investors watching NasdaqGM:SITM, this move comes with the stock at $418.69 and a 1-year return of 132.8%...

Gorman-Rupp (GRC) FY 2025 earnings snapshot Gorman-Rupp (GRC) closed out FY 2025 with Q4 revenue of US$166.6 million and basic EPS of US$0.52, setting the tone for a year where trailing twelve month revenue reached US$682.4 million and EPS came in at US$2.02. Over the past several quarters, the company has seen revenue move from US$162.7 million in Q4 2024 to US$166.6 million in Q4 2025, while quarterly EPS shifted from US$0.42 to US$0.52. These results sit on top of earnings growth of 32.2%...

Yum! Brands (NYSE:YUM) plans to close 250 underperforming Pizza Hut locations across the US as part of a broader business review. The company is evaluating options for Pizza Hut, including a potential sale of the brand. The review also covers technology upgrades and updated franchise agreements across the Pizza Hut system. Yum! Brands, the owner of KFC, Taco Bell and Pizza Hut, sits at the center of the global quick service restaurant market, where digital ordering, delivery and off premise...

M&T Bank (MTB) recently appointed Jeff Carpenter as Regional President of Massachusetts, a leadership change that puts fresh attention on how its Boston centered operations fit into the broader investment case for the stock. See our latest analysis for M&T Bank. The leadership change in Massachusetts comes as M&T Bank's share price has been firming, with a 12.44% 30 day share price return and a 26.43% 90 day share price return. Its 1 year total shareholder return of 22.38% sits alongside a...

A fire at a Casey’s General Store location prompted a large emergency response and caused damage to the site. The incident raises questions around store operations, safety procedures, and potential repairs at the affected location. Casey’s General Stores, NasdaqGS: CASY, operates a broad network of convenience stores and fuel stations that depend on consistent daily operations. When a single site is taken offline by an incident like a fire, it highlights the operational risks that come with...

Group 1 Automotive, Inc. reported its full-year 2025 results on January 29, 2026, with revenue rising to US$22.57 billion from US$19.93 billion, while net income eased to US$325.2 million and diluted EPS from continuing operations declined to US$25.13. Alongside integrating new dealership operations and restructuring its UK footprint, the company completed a substantial buyback program, retiring 6.98 million shares for US$1.65 billion since 2020. Next, we’ll examine how record revenue growth...

If you are wondering whether Martin Marietta Materials at around US$690 a share still offers value, this article will walk through what the current price really implies. The stock has recently recorded returns of 5.8% over 7 days, 3.5% over 30 days, 8.8% year to date, 28.8% over 1 year, 100.0% over 3 years and 115.2% over 5 years. This naturally raises questions about how much of the story is already reflected in the price. Recent attention on infrastructure and construction materials...

Shoals Technologies Group recently received a favorable initial determination from the U.S. International Trade Commission, which found that Voltage, LLC infringed Shoals’ patented Big Lead Assembly solutions used in utility scale solar projects and, if the ruling is upheld, could block importation of the infringing products. This development underscores the commercial importance of Shoals’ intellectual property in solar energy infrastructure and highlights how patent enforcement can shape...

LiveRamp Holdings (NYSE:RAMP) reported strong quarterly results with record customer growth and broad adoption of usage-based pricing. The company exceeded its own revenue and operating income guidance for the 11th consecutive quarter. LiveRamp expanded AI partnerships and highlighted wider use of its AI enabled products across multiple industries. For investors tracking NYSE:RAMP, the latest update comes with a share price of $23.21. The stock is down 4.7% over the past week and 16.8% over...

FactSet Research Systems (FDS) has rolled out the beta version of AI Doc Ingest for its Cobalt platform, an AI-driven tool aimed at automating portfolio company data collection for private capital managers. See our latest analysis for FactSet Research Systems. The AI Doc Ingest launch lands at a tricky time for the stock, with the latest share price at $207.32 after a 30 day share price return of 29.59% decline and a 1 year total shareholder return of 55.07% decline. This points to fading...

SolarEdge Technologies, Inc. recently reached a new phase in its international manufacturing and export strategy by shipping U.S.-made single-phase residential inverters from its Austin, Texas facility to Italy, France and the Netherlands, while preparing Florida-made commercial products for export in early 2026. A key feature of this expansion is SolarEdge’s “single SKU” or MultiRange inverter concept, which simplifies logistics, inventory and installation for partners by consolidating...

VinFast Auto stock at a glance VinFast Auto (NasdaqGS:VFS) has drawn attention recently as investors weigh its current share price of $3.33 against the company’s rapid expansion in electric vehicles and its ongoing financial losses. Over the past month the stock shows a return of roughly a 3% decline, with a negative return over the past 3 months and year. Year-to-date performance is also slightly negative. That backdrop sits alongside annual revenue of about $67,512,279 and a net loss of...

Cerence Inc. recently reported first-quarter 2026 results, with revenue rising to US$115.08 million and net loss narrowing to US$5.24 million, while also issuing guidance for the second quarter and reaffirming its full-year 2026 outlook. An interesting angle is management’s expectation of US$5 million in fixed license contracts within second-quarter revenue, highlighting the role of contractual deals in its near-term performance mix. Next, we’ll examine how Cerence’s reaffirmed full-year...

Roivant Sciences (ROIV) just posted its Q3 2026 numbers with total revenue of about US$2.0 million and a basic EPS loss of US$0.38, alongside a net income loss, excluding extra items, of US$265.9 million. The company has seen quarterly revenue move from US$9.0 million in Q3 2025 to US$2.0 million in Q3 2026, while basic EPS shifted from a loss of US$0.22 to a loss of US$0.38 over the same period. This sets the scene for investors to weigh near term revenue scale against the size of ongoing...

Mettler Toledo International (MTD) has wrapped up FY 2025 with fourth quarter revenue of US$1.1b and basic EPS of US$14.02, alongside trailing twelve month revenue of US$4.0b and EPS of US$42.17 that frame the latest numbers in a fuller yearlong context. Over recent quarters the company has seen revenue move from US$954.5m in Q3 2024 to US$1.0b in Q3 2025 and US$1.1b in Q4 2025, while quarterly EPS has tracked from US$10.01 to US$10.60 and then US$14.02. This sets up a picture where investors...

If you are wondering whether Dynatrace is attractively priced after a rough stretch, this article will walk you through what the current share price might be implying about the company. The stock closed at US$33.71, with returns of an 11.5% decline over the last 7 days, a 20.3% decline over the last 30 days, a 20.4% decline year to date and a 43.7% decline over the last year, as well as a 22.2% decline over 3 years and a 37% decline over 5 years. These moves have kept Dynatrace on many...

Phillips Edison (PECO) just paired strong fourth quarter and full year 2025 results with new 2026 guidance, giving investors fresh numbers on revenue, earnings, and expected same center NOI growth. See our latest analysis for Phillips Edison. The latest earnings and guidance come after a period where momentum has been building, with a 30 day share price return of 7.78%, a 90 day share price return of 7.41%, and a 3 year total shareholder return of 23.28%. If strong cash flow stories like...

Earlier this month, Snowflake announced a multi-year, US$200 million collaboration with OpenAI that will make OpenAI’s models, including GPT-5.2, natively accessible to Snowflake’s 12,600 customers through the Cortex AI platform and Snowflake Intelligence. The deal effectively embeds OpenAI’s technology into Snowflake’s AI data cloud as a first-party offering, aiming to let enterprises build governed AI agents that work directly on their proprietary data without moving it to external AI...

If you are wondering whether Guidewire Software is starting to look interesting at today's price, you are not alone. Many investors are asking if the current level lines up with the company’s underlying value. The stock last closed at US$128.19, after a 7 day return of 8.9% decline, a 30 day return of 30.8% decline and a year to date return of 31.7% decline, while the 1 year return sits at 40.0% decline and the 3 year return at 73.6%. Recent news coverage has largely focused on Guidewire’s...

Americold Realty Trust (NYSE:COLD) has announced that Christopher Papa will be appointed Chief Financial Officer, succeeding Jay Wells. Scott Henderson will serve as interim CFO during the transition period. The company is also expanding the responsibilities of Chief Legal Officer Nathan Harwell as part of a broader executive realignment. For investors watching NYSE:COLD, this leadership reshuffle comes after a challenging share price stretch, with the stock at $12.66 and showing a 38.0%...

AI agent fears hit Datadog as markets reassess software stocks The latest AI model releases from Anthropic and OpenAI have sharpened worries that autonomous agents could replace traditional software. As a result, Datadog (DDOG) and its recurring revenue model are under closer investor scrutiny. See our latest analysis for Datadog. Datadog’s share price has been under pressure despite the latest AI headlines, with a 7 day share price return decline of 13.63% and a 90 day share price return...

IDEX (IEX) shares were in focus after the company reported fourth quarter 2025 results that topped market expectations, supported by strong Health & Science Technologies demand and continued share repurchases. See our latest analysis for IDEX. The latest earnings beat and ongoing share repurchases have arrived alongside strong momentum in the share price. The 30 day share price return is 14.43% and the 90 day share price return is 25.22%, even though the 1 year total shareholder return is...

If you are wondering whether VNET Group shares are offering fair value at around US$11.20, you are not alone. This article is set up to help you frame that question clearly. The stock has returned 6.4% over the last 7 days, 7.5% over 30 days, 22.9% year to date and 24.4% over 1 year, while the 5 year return of 73.1% paints a different picture for longer term holders. Recent coverage of VNET Group has focused on its position in data center and cloud related services, as investors weigh how...

In early February 2026, analysts updated their views on Dollar Tree, with Evercore ISI Group maintaining an “In-Line” rating amid fresh research coverage and a consensus “Hold” stance across the broader brokerage community. These assessments highlighted Dollar Tree’s solid revenue growth and strong profitability metrics, while also calling attention to ongoing challenges related to managing its debt profile. We’ll now explore how this mix of solid profitability and debt-management concerns...