U.S. Logistics Stock News

Hub Group, Inc. has delayed finalizing its 2025 financial results after uncovering a US$77 million understatement of purchased transportation expenses, prompting restatements for the first three quarters of 2025 and a review of prior years. At the same time, the company reaffirmed 2025 revenue guidance of about US$3.70 billion and outlined a 2026 revenue range of US$3.65 billion to US$3.95 billion, underscoring its focus on operational performance despite the accounting issue. With this...

Earnings reaction and new preferred offering put First Citizens BancShares in focus First Citizens BancShares (FCNC.A) is back on investors’ radar after its latest earnings release and 2026 guidance on net interest margin and operating expenses prompted a sharp share-price reaction. Alongside that outlook, the bank completed a US$400 million fixed income offering of 16,000,000 non convertible depositary shares at US$25 each, with a fixed coupon and a US$0.5545 per share discount. See our...

Dividend decision and operational updates at Herc Holdings Herc Holdings (HRI) has attracted fresh attention after reporting 30% growth in equipment rental revenue and 35% growth in total revenue, reaffirming full year guidance and advancing its H&E Equipment Services integration. See our latest analysis for Herc Holdings. Herc Holdings' recent quarterly update, dividend declaration and upcoming conference appearances have coincided with a 4.64% 1 day share price return and 20.36% 7 day share...

Integer Holdings Corporation is set to present and exhibit at MD&M West 2026 in Anaheim, unveiling an expanded 20 x 50 sq. ft. booth that showcases its full range of customer solutions, including the integrated R&D Velocity ecosystem connecting design, prototyping and manufacturing. A key insight from this announcement is how Integer is using its enlarged footprint and recent coating-related acquisitions to position itself as a fully integrated partner across medical device R&D, coatings,...

What Is Driving Fresh Attention on Genesis Energy? Genesis Energy (GEL) is back on investors’ radar after selling its soda ash business, wrapping up a heavy pipeline spending cycle, and drawing renewed support from analysts covering the midstream space. See our latest analysis for Genesis Energy. After a sharp reset over recent years, Genesis Energy’s recent 7 day share price return of 4.88% and 30 day gain of 8.11% sit alongside a 1 year total shareholder return of 64.27%. This hints that...

Dollar General said that David P. Rowland will become chairman of the board on February 4, 2026, succeeding Michael M. Calbert, while long-time director Warren F. Bryant plans to retire at the 2026 annual shareholders’ meeting. This leadership transition coincides with contrasting analyst views, as optimism about improved execution and margins is emerging alongside concerns about prior weak same-store sales and earnings trends. We’ll now look at how the incoming chairmanship and renewed...

Setting the stage for Atlanta Braves Holdings Atlanta Braves Holdings (BATR.K) has been drawing interest after recent share performance, with the stock around $39.13 and mixed returns over the past week, month and past 3 months. See our latest analysis for Atlanta Braves Holdings. Recent trading has been slightly soft, with a 7 day share price return of a 2.42% decline and a year to date share price return of a 1.83% decline. However, longer term total shareholder returns over 3 and 5 years,...

Lakeland Financial Corporation recently reported full-year 2025 results, with net interest income rising to US$221.02 million and net income reaching US$103.36 million, while basic earnings per share from continuing operations increased to US$4.02. During the fourth quarter of 2025, the company also completed a share repurchase program totaling 337,890 shares, equivalent to 1.32% of its outstanding stock, for US$19.59 million, which reduces share count and can enhance per-share metrics over...

Vornado Realty Trust recently completed a US$250,000,000 refinancing of its 53%-owned 7 West 34th Street office property in Manhattan, extending debt maturity to February 2031, while its Board declared quarterly preferred dividends across multiple series payable on April 1, 2026 to holders of record on March 16, 2026. The refinancing shifts the loan from fully recourse to Vornado to a non-recourse structure at a fixed 5.79% rate, backed by a building where Amazon leases all of the office...

Noble (NE) is back in focus after announcing about US$1.3b in new offshore drilling contracts across nine rigs, including a three year Aker BP deal offshore Norway that expands its harsh environment presence. See our latest analysis for Noble. This contract win comes on top of an already strong run, with a 30 day share price return of 28.69% and a year to date share price return of 35.17%. The 1 year total shareholder return of 32.54% contrasts with a more modest 3 year total shareholder...

Sunrun (RUN) is back in focus after revealing that its distributed power plant programs now serve more than 106,000 customers and supplied nearly 18 gigawatt-hours of battery energy to stressed US grids in 2025. See our latest analysis for Sunrun. Recent announcements about Sunrun's growing distributed power plant footprint and its new financing joint venture with HASI have arrived at a time when the share price has a 1-year total shareholder return of about 138%, while the 5-year total...

Recently, CAVA Group Inc. reported that short interest climbed to 16.79% of its freely tradable shares, indicating more investors are positioning for a downside move. This higher short interest relative to peers highlights CAVA as a focal point for contrasting views on its fundamentals and business prospects. Next, we’ll examine how this sharp rise in short interest shapes CAVA Group’s investment narrative and what it may signal for sentiment. We've uncovered the 14 dividend fortresses...

The Asia-Pacific B2B digital payments market is undergoing a significant transformation driven by rapid digital adoption and advancements in payment technologies. Key technological trends such as AI and API standardization are enhancing efficiency and providing actionable insights for businesses, crucial for smart invoice processing and real-time fraud detection. With an estimated market size of $1.15 trillion for 2024, the sector is characterized by intense competition between traditional...

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The Honest Company, Inc. recently launched its new Hydrorich Cream, a clinically tested moisturizer formulated with dual Hyaluronic Acid to deliver up to 48 hours of hydration for dry to extra-dry skin. This richer addition to Honest’s skincare lineup underscores the brand’s focus on barrier-supporting, high-performance formulas tailored to seasonal and intensive moisture needs. We’ll now explore how this advanced Hydrorich Cream launch, emphasizing long-lasting hydration benefits, shapes...

Flowers Foods has recently highlighted ongoing secular headwinds in its core packaged bread business, as consumers continue shifting toward snacks and private-label bakery alternatives, while newer brands like Simple Mills remain too small to fully offset declining bread volumes. An important insight is that Flowers Foods’ elevated leverage may limit its flexibility to pursue larger acquisitions or expansion, potentially leaving it less able than some peers to reposition around changing...

Brookdale Senior Living (BKD) shares have been in focus after the company issued 2025 guidance projecting about US$3.2b in revenue, a net loss of roughly US$263m, and income from operations of about US$13m. See our latest analysis for Brookdale Senior Living. The guidance drop appears to have come alongside a strong shift in sentiment, with a 46.41% 1 month share price return and a very large 1 year total shareholder return. This suggests momentum is still building despite the projected...

Dave Inc. recently reported preliminary, unaudited results for the fourth quarter and full year 2025, indicating revenue and adjusted EBITDA are expected to come in above the top end of prior guidance, while its 28 Days Past Due metric is projected between 1.95% and 2.00%, better than earlier expectations. This combination of stronger-than-guided revenue, higher adjusted profitability, and improved credit performance offers investors a clearer picture of Dave’s operating progress and risk...

Analyst concerns put Steven Madden (SHOO) under closer investor scrutiny Steven Madden (SHOO) has come under pressure after Jefferies cut its rating to Underperform and BTIG highlighted ongoing headwinds in wholesale and private label, including continued pushback on price increases. See our latest analysis for Steven Madden. Those analyst concerns arrived after a sharp reset in sentiment, with the 7 day share price return of negative 21.79% and 30 day share price return of negative 20.73%...

Why the new 5G RedCap routers matter for Semtech (SMTC) Semtech (SMTC) has put its AirLink RX400 and EX400 5G RedCap routers at the center of its latest update, focusing on low power, remote IoT deployments and critical infrastructure use cases. Both routers are designed to operate on less than 1 watt when idle, while supporting 5G RedCap and LTE Cat 4. For investors, that combination of efficiency and dual connectivity aligns with deployments where grid power is limited or unreliable. The...

In its fourth-quarter 2025 N-PORT filing, Fairholme Fund reported that it trimmed its position in The St. Joe Co. by 104,100 shares while still holding the stock as its largest investment. This filing shows that St. Joe now represents about 87.04% of Fairholme Fund’s portfolio, underscoring how concentrated the fund’s exposure remains despite the reduction. We’ll examine how Fairholme’s partial reduction of this still-dominant holding may influence St. Joe’s investment narrative for...

Earnings and guidance set the tone for EastGroup Properties EastGroup Properties (EGP) recently reported fourth quarter and full year 2025 results, along with new 2026 earnings guidance, giving investors a clear update on its industrial real estate portfolio and earnings outlook. See our latest analysis for EastGroup Properties. Following the earnings release and 2026 guidance, EastGroup Properties’ share price has gained momentum, with a 7 day share price return of 5.25% and a 1 year total...

Planet Insurance Agency recently announced a franchise partnership with Goosehead Insurance, aiming to streamline homeowners insurance shopping by connecting homebuyers and policy reviewers with licensed agents and a broad panel of more than 200 carriers. This collaboration is designed to integrate insurance decisions earlier in the homebuying process, supporting real estate professionals while emphasizing customer choice, speed and clarity through technology-enabled service. We’ll now...

Open Text Corporation recently reported fiscal second-quarter 2025 results showing revenue of US$1.33 billion and net income of US$168.09 million, while reaffirming its fiscal 2026 earnings guidance and forecasting third-quarter 2026 revenues between US$1.26 billion and US$1.28 billion. The company paired these results with capital returns via dividends and share buybacks, and announced incoming CEO Ayman Antoun, adding an execution-focused leadership element rooted in long-tenured...