U.S. Logistics Stock News

MYR Group recently reported a strong third-quarter performance, with revenues rising year on year and key profitability metrics such as net income, consolidated gross profit, gross margin and EBITDA all improving versus analyst expectations. This combination of top-line growth and margin expansion highlights how the company is converting project activity into stronger underlying earnings quality. Next, we will examine how MYR Group’s better-than-expected revenue growth shapes the company’s...

DaVita (NYSE:DVA) has partnered with Elara Caring and Ares' Private Equity Group to develop kidney specific home based care models. The collaboration focuses on expanding in home services for patients with complex and acute kidney needs. The partners aim to reduce preventable hospitalizations by tailoring care to dialysis and kidney disease patients where they live. DaVita enters this partnership with Elara Caring at a time when its shares trade around $111.19 and recent performance has...

Capital Clean Energy Carriers Corp. recently declared a US$0.15 per-share cash dividend for the fourth quarter of 2025, payable on February 12, 2026, to shareholders of record as of February 3, 2026. This payout comes as the company undertakes a US$3.00 billion fleet investment program to become a pure-play carrier of LNG, LPG, ammonia, and liquid CO₂, underscoring its commitment to energy-transition cargoes backed by long-term charters. We will now examine how this US$3.00 billion...

Charles Schwab (NYSE:SCHW) announced a 19% increase in its quarterly dividend. The company is reshaping its leadership, combining wealth and banking under Neesha Hathi. Chief Information Officer Dennis Howard will lead a new technology, operations, and data division. These changes were announced alongside Schwab's recent focus on client engagement and operational scale. For investors watching NYSE:SCHW, the combination of a higher dividend and leadership changes comes with the stock trading...

First American Financial Corporation recently declared a quarterly cash dividend of US$0.55 per common share, payable on March 16, 2026 to shareholders of record as of March 9, 2026, and confirmed that long-serving director Martha Wyrsch retired from its board on January 21, 2026. At the same time, subsidiary ServiceMac surpassed one million mortgage loans serviced and is expanding its Sentry360 platform, underscoring how technology and scale are becoming increasingly important in mortgage...

Bristol-Myers Squibb (NYSE:BMY) agreed to acquire Orbital Therapeutics, adding RNA-based therapies for cancer and autoimmune diseases to its pipeline. Lupin launched a generic equivalent to Sprycel (dasatinib) in the US after receiving FDA approval. These developments affect BMY's future product mix and competitive pressures in key oncology franchises. Bristol-Myers Squibb is a large biopharmaceutical company focused on oncology, hematology, cardiovascular, and immunology treatments. The...

Why Packaging Corporation of America is on investors’ radar Packaging Corporation of America (PKG) has drawn fresh attention after recent share moves, with the stock closing at $223.72 and showing positive returns over the past month and past 3 months. For investors tracking established US industrials, the company’s mix of containerboard and paper operations, combined with its recent performance profile, raises practical questions about valuation, earnings power and where PKG might fit in a...

NIO (NYSE:NIO) reports passing 1,000,000 cumulative vehicle deliveries. The company expands its international presence by entering Poland as its 12th European market. NIO plans further rollout across Central and Eastern Europe, supported by local partnerships. NIO, an electric vehicle maker focused on premium models and related services, is now operating with a larger installed base of vehicles on the road after crossing 1,000,000 cumulative deliveries. For investors watching the EV sector,...

Casella Waste Systems recently reported year-on-year revenue growth and an earnings-per-share beat but missed adjusted operating income expectations and issued comparatively weaker full-year guidance. At the same time, institutional investors such as Baron Discovery Fund and ClearBridge Investments added Casella to their portfolios, highlighting its recurring revenue, acquisition-driven expansion, and concentration in less competitive rural markets. With recent results and new institutional...

Bank of America's CEO is taking part in high level policy talks with Coinbase leadership on stablecoin rewards legislation. The discussions are being mediated by the White House as it works through a standoff between major crypto firms and US banks. The outcome could influence how traditional banks and crypto platforms share or compete for customer rewards tied to stablecoins. For investors watching NYSE:BAC, this places a large US bank directly in the middle of an important policy...

In recent weeks, DLocal has expanded its emerging‑market payments platform with new products such as BNPL Fuse, tokenized alternative payment methods, stablecoin rails, and selective card-present capabilities, while deepening its presence across more than 40 markets. These product launches, combined with partnerships involving Western Union, Google, Bolt, Fireblocks, Grey, and Capitec, underline DLocal’s push to embed itself more deeply in global cross‑border payment flows. Next, we’ll...

Agilysys (AGYS) drew investor attention after raising its full year 2026 revenue outlook to US$318 million, alongside third quarter results that showed higher revenue and net income compared with the prior year period. See our latest analysis for Agilysys. Despite the upgraded revenue outlook and solid recent earnings updates, Agilysys’ share price has had a tougher run. It recorded a 7 day share price return of 21.4% and a 30 day share price return of 22.73%, while its 1 year total...

In recent days, Aflac has prepared to release its latest earnings while also disclosing a cybersecurity incident affecting data tied to about 22.65 million individuals. This combination of an earnings update and a large-scale cyber breach places Aflac’s operational resilience and risk management under close investor scrutiny. Next, we’ll explore how the looming earnings report alongside the large cybersecurity breach could shape Aflac’s broader investment narrative. Outshine the giants:...

Wondering if Copart's current share price really lines up with what the business might be worth, or if the recent pullback is giving you a better entry point than before? Over the last month the stock is up 5.1%. That sits against a 1.7% decline over the past week and a much larger 31.4% decline over the last year, which may be changing how some investors think about its risk and return profile. Recent headlines around Copart have continued to focus on its role in vehicle auctions and...

If you are wondering whether MasTec at around US$245.40 is offering good value or stretched pricing, you are not alone. This article is here to help you frame that question clearly. MasTec's share price has been steady over the last 7 days, with returns of 7.8% over the past month, 7.8% year to date, 73.3% over 1 year, 151.7% over 3 years and 196.0% over 5 years. This naturally raises questions about what is already reflected in the current price. Recent attention on MasTec has been shaped...

Perfect (PERF) has been drawing attention after recent share price weakness, with the stock around $1.52 and negative returns over the past year and past 3 months. This has prompted fresh scrutiny from investors. See our latest analysis for Perfect. Perfect’s recent share price return shows pressure building rather than easing, with a 7 day decline of 9%, a 30 day fall of 12% and a 1 year total shareholder return of 27% in the red, which points to fading momentum as investors reassess growth...

Hecla Mining (NYSE:HL) has agreed to sell its Casa Berardi gold mine for nearly $600 million. The move is part of a shift to a silver first strategy and a sharper focus on silver production growth. Management has highlighted plans to prioritize cash flow, debt reduction and ramp up of silver focused assets such as Keno Hill. Hecla Mining is recalibrating around its core identity as a silver producer, and that is a meaningful pivot for anyone tracking NYSE:HL. The stock closed at $21.55,...

Digital Turbine is set to report its Q3 2026 earnings today, February 3, 2026, with analysts expecting earnings per share of US$0.11. The earnings call will be closely watched for management’s commentary on near-term demand trends and any guidance for the upcoming quarter. Next, we will examine how anticipation around Digital Turbine’s earnings guidance shapes the company’s broader investment narrative. Find companies with promising cash flow potential yet trading below their fair value.What...

Shopify (NasdaqGS:SHOP) updated its partner program with new rules on how merchant and customer data can be used for AI training. The company now requires explicit permission before partner apps or services use this data for AI models. Shopify also introduced billing changes tied to its push into agentic commerce and AI driven commerce features. Shopify runs a large e commerce platform and app ecosystem that many online merchants rely on for storefronts, payments, and back office tools. The...

In recent days, Visa reported fiscal first-quarter 2026 results showing higher revenue and net income versus a year earlier, alongside continued growth in payment volumes and value-added services such as stablecoin-linked solutions. Around the same time, Visa and UnionPay International announced an agreement to enable Visa Direct cross-border money transfers into Mainland China covering more than 95% of UnionPay International debit cardholders. Together, these updates highlight how Visa is...

If you are wondering whether AngloGold Ashanti is still fairly priced after its strong run, this article will walk you through what the current share price might be implying about value. The stock recently closed at US$94.85, with returns of 10.8% over the last month and 219.4% over the past year. The 3 year and 5 year returns are 407.9% and 355.0% respectively, while the last 7 days have seen a 12.2% decline. Recent coverage of AngloGold Ashanti has highlighted investor interest in gold...

GPGI (GPGI) has introduced its first quarterly cash dividend, declaring a payment of US$0.0025 per Class A share, totaling around US$2.9 million annually, following a recent refinancing and merger. See our latest analysis for GPGI. The dividend announcement comes after a period of strong share price momentum, with a 30 day share price return of 28.92% and a year to date share price return matching that figure. The 1 year total shareholder return of 83.56% and 3 year total shareholder return...

Deere & Company recently detailed plans to open a new parts distribution center in Hebron, Indiana, and an advanced excavator factory in Kernersville, North Carolina, alongside a pending CFO transition as Joshua A. Jepsen resigns and former finance chief Ryan D. Campbell steps in on an interim basis. These moves combine operational expansion with governance scrutiny, as shareholder activists press for greater rights and transparency while Deere reshapes its leadership and U.S...

If you are wondering whether Sensient Technologies at around US$94.98 is offering fair value or a margin of safety, you are not alone. The stock is roughly flat over the past week with a 0.9% decline, yet it shows returns of 1.6% over the past month and year to date, and 29.3% over the last year. These changes may have influenced how investors think about its potential and risk. Recent coverage of Sensient has focused on giving investors an updated evergreen view of the business and its...