U.S. Logistics Stock News

Recent share performance and business profile Without a specific headline event driving trading activity today, Two Harbors Investment (TWO) has still drawn attention after a recent share price move, prompting investors to reassess its risk and income profile. The stock shows a 1 day return of around a 1% decline, with a 7 day move of about a 3% decline and a one month performance near an 11% decline, while the past 3 months sit modestly positive. Over longer periods, total returns are mixed,...

In February 2026, Stable Sea announced a partnership with dLocal to power low-cost, high-speed stablecoin-based B2B cross-border payments across more than 40 countries, using dLocal’s local payout rails. This collaboration highlights how dLocal is deepening its role in emerging-market payment infrastructure by combining its local rails with stablecoin settlement for large-ticket international transactions. Next, we’ll explore how integrating stablecoin rails into its cross-border platform...

Kadant Inc. recently reported its fourth-quarter and full-year 2025 results, showing quarterly sales of US$286.2 million and flat net income of US$24.03 million, alongside essentially unchanged earnings per share versus the prior year. For 2025 as a whole, Kadant’s sales were broadly stable at about US$1.05 billion, but full-year earnings per share from continuing operations eased, while management issued 2026 guidance that points to higher expected revenue and GAAP EPS. We’ll now examine...

Why Nektar Therapeutics Is On Investors’ Radar Today Nektar Therapeutics (NKTR) has caught investor attention after a period where its shares showed strong moves over the past month and past 3 months, contrasting with mixed shorter term returns. See our latest analysis for Nektar Therapeutics. At a share price of $68.36, Nektar’s recent 30 day share price return of 83.12% and year to date share price return of 57.44% sit alongside a very large 1 year total shareholder return. This suggests...

In February 2026, Travelers Companies launched its AI Claim Assistant, an agentic voice solution built on OpenAI models and APIs to handle auto damage claim calls, streamline submissions, and free claim professionals to focus on more complex issues while retraining call center staff into higher-value roles. The rollout highlights how Travelers is embedding advanced analytics and AI directly into its claims workflow, blending automation with live human support to potentially raise service...

What the No.3PLUS launch could mean for Olaplex Holdings (OLPX) Olaplex Holdings (OLPX) has launched No.3PLUS Complete Repair Treatment, a pre-shampoo product built on its Bond Building Technology and new Damage Defense Cationic Complex, supported by a broad retail rollout and a science themed marketing campaign. See our latest analysis for Olaplex Holdings. Despite today’s 5.6% one day share price decline, Olaplex’s 90 day share price return of 36.9% and 12.6% year to date gain suggest...

Oshkosh Defense recently announced a public-private partnership with the Marine Depot Maintenance Command to support advanced manufacturing, materiel support, and the Digital Manufacturing Exchange, enabling secure local production of validated vehicle parts for faster military repairs and improved fleet readiness. By sharing controlled technical data to authorize local part manufacturing while protecting intellectual property, Oshkosh is embedding itself more deeply in the U.S. military’s...

KeyCorp (KEY) is in focus after analysts revisited their views following recent quarterly results. At the same time, stubborn inflation data, credit risk worries, and a pickup in insider selling are tempering sentiment around the regional bank. See our latest analysis for KeyCorp. After a strong 14.39% 90 day share price return, KeyCorp’s 1 year total shareholder return of 30.36% contrasts with a slightly negative year to date share price move. This suggests momentum has cooled as inflation...

What Huntsman’s latest earnings mean for shareholders Huntsman (HUN) recently reported fourth quarter and full year 2025 results, showing lower sales and a larger annual net loss, developments that help explain the stock’s recent moves. For the fourth quarter, Huntsman reported sales of US$1,355 million compared with US$1,452 million a year earlier. The company posted a net loss of US$96 million, compared with a net loss of US$141 million in the prior year period. Basic and diluted loss per...

In recent days, CIBC initiated coverage on Brookfield Business Partners L.P. with an Outperformer rating, joining other brokers that have expressed confidence in the business. Analysts have highlighted Brookfield Business Partners’ connection to the broader Brookfield group, its cornerstone Clarios holding, and an apparent discount to net asset value as central to their positive view. We will now look at how this wave of bullish analyst coverage, especially around valuation and dealmaking...

Kenvue Inc. reported its fourth-quarter 2025 results, with sales rising to US$3,780 million and net income reaching US$330 million, while full-year sales eased to US$15.12 billion but net income increased to US$1.47 billion. At the same time, Schafer Cullen Capital Management exited its Kenvue position, citing ongoing pressures on consumer demand, inventory and distribution issues, and intensifying competition despite improved earnings. We’ll now assess how Kenvue’s earnings resilience...

Associated Banc-Corp (NYSE:ASB) has appointed Alexander Bush as Executive Vice President and Chief Data Officer. Bush will lead the company’s enterprise data strategy and governance across the organization. For investors watching NYSE:ASB, this move comes as the stock trades at $26.58, with a 1 year return of 13.8% and a 5 year return of 44.2%. Those figures indicate that the company has been taking steps to refine its business, and a dedicated data leader represents another layer in that...

In late February 2026, Crinetics Pharmaceuticals reported fourth-quarter 2025 revenue of US$6.16 million and a net loss of US$122.82 million, with full-year 2025 revenue of US$7.70 million and a net loss of US$465.32 million, alongside higher loss per share than the prior year. On the same day, the company filed a US$207.35 million shelf registration for up to 4,778,774 common shares tied to an employee stock ownership plan, highlighting both its growing capital needs and efforts to support...

Surgery Partners, Inc. has reported its fourth-quarter and full-year 2025 results, with sales rising to US$885.0 million for the quarter and US$3.31 billion for the year, while net loss narrowed to US$15.0 million in Q4 and US$77.9 million for 2025 compared with the prior year. Alongside this revenue growth, the company’s loss per share from continuing operations improved materially year over year, suggesting progress in its efforts to contain losses and improve operational performance. With...

On 27 February 2026, Nova Ltd.’s CFO, Guy Kizner, presented at the Susquehanna 15th Annual Technology Conference in New York, highlighting the company’s position in semiconductor process control. The conference appearance came as Nova was being recognized for multi‑year revenue and earnings growth, strong free cash flow margins, and high returns on invested capital, reinforcing its reputation for operational efficiency and quality in metrology. We’ll now explore how this fresh recognition of...

In late February 2026, VICI Properties Inc. reported Q4 2025 and full-year results, with quarterly revenue of US$1.01 billion and net income of US$604.77 million, alongside modest year-over-year increases in full-year revenue and earnings per share. At the same time, VICI advanced its experiential real estate push with a US$1.16 billion Golden Entertainment sale-leaseback and over US$2.10 billion of 2025 capital commitments, while issuing 2026 guidance that came in slightly below analyst...

In recent weeks, Mobileye Global has secured a 9 million-unit Surround ADAS program with a major U.S. automaker, announced that Mahindra & Mahindra selected it as a Tier 1 ADAS supplier from 2027, and partnered with Elektrobit to integrate EB corbos Linux for Safety Applications into its Drive platform for Level 4 autonomy. Together with its existing US$24.50 billion advanced ADAS and autonomy revenue pipeline and the Mentee Robotics acquisition, these moves reinforce Mobileye’s push beyond...

In late February 2026, Donaldson Company, Inc. reported fiscal second-quarter results showing sales of US$896.3 million with slightly lower net income of US$92.5 million, while also tightening its full-year earnings guidance amid margin pressures. At the same time, Donaldson announced its largest-ever acquisition and introduced its new ArmorSeal air filtration technology, signaling a continued push into higher-value filtration applications even as near-term profit expectations were reduced...

In late February 2026, KB Home announced the past grand openings of several new communities across California, Texas and Washington, alongside its new Tucson Design Studio showcasing personalized, energy-efficient homes. Together, these moves highlight how KB Home is extending its customer-focused, design-centered model into more regions while emphasizing ENERGY STAR®-certified, health-oriented living spaces. Next, we’ll examine how the expanded Tucson Design Studio, with its...

Fresh interest in Community Trust Bancorp (CTBI) has been stirred by its US$0.53 quarterly dividend, a 3.43% yield above the Banks, Southeast group, alongside five years of annual dividend increases. See our latest analysis for Community Trust Bancorp. At a share price of US$61.54, Community Trust Bancorp has a 1 day share price return of 2.50% and a 90 day share price return of 10.23%, while its 1 year total shareholder return of 16.74% and 3 year total shareholder return of 63.96% point to...

Sonic Automotive (SAH) stock is in focus after management highlighted the risk that rising new car prices could weigh on 2026 demand, even as Q4 2025 earnings slightly exceeded profit expectations. See our latest analysis for Sonic Automotive. At a share price of $61.47, Sonic Automotive has seen a 1 month share price return of 2.52%, while its 1 year total shareholder return of 5.04% decline contrasts with a 35.53% gain over five years. This suggests long term momentum but some recent...

What triggered the latest focus on Fidelis Insurance Holdings (FIHL)? Fidelis Insurance Holdings (FIHL) has moved into the spotlight after agreeing to repurchase all remaining common shares held by founding shareholder CVC Falcon Holdings at US$19.00 per share, fully exiting CVC from the stock. This new agreement comes on top of ongoing buybacks, an increased repurchase authorization to US$400 million, and a regular quarterly dividend. Together, these provide investors with several fresh data...

XPO recently reported preliminary February 2026 less-than-truckload operating metrics, showing a 0.2% year-over-year increase in tonnage per day, driven by a 3.0% rise in shipments per day and a 2.8% decline in average shipment weight versus February 2025. This mix of more frequent but lighter shipments offers a fresh read on freight demand quality in XPO’s core less-than-truckload business. We’ll now examine how the rise in shipments per day and lighter weights shapes XPO’s existing...

Verra Mobility recently reported past fourth-quarter and full-year 2025 results showing higher revenue of US$257.86 million and US$979.08 million respectively, alongside a swing to net income of US$18.88 million for the quarter and US$136.63 million for the year. The company also secured a 10-year, approximately US$160 million statewide automated traffic enforcement contract with the Hawaii Department of Transportation, signaling a long-duration stream of enforcement-related service...