U.S. Logistics Stock News

Pool Corporation (NasdaqGS:POOL) is highlighting its resilience in a tough pool industry backdrop, with flat revenues and weakness in new pool construction. The company is leaning on pricing discipline, supply chain initiatives, and digital efforts to support gross margins and customer service. Ongoing acquisition activity remains part of Pool's growth playbook as it looks to expand its reach and capabilities. Pool, a major distributor of swimming pool supplies, equipment, and related...

In late February 2026, Thryv Holdings filed an US$8.15 million shelf registration for 2,179,185 common shares tied to its ESOP and reported fourth-quarter 2025 results showing quarterly sales of US$191.62 million, a net loss of US$9.66 million, and full-year 2025 sales of US$785.02 million with net income of US$0.31 million. Beyond the headline figures, the results underscored Thryv’s rapid pivot toward higher-margin SaaS and AI-powered tools, with SaaS revenue rising sharply, margins...

Option Care Health, Inc. recently reported its fourth-quarter and full-year 2025 results, with Q4 sales rising to US$1,465.45 million while net income eased slightly to US$58.5 million, and full-year sales increasing to US$5.65 billion alongside modestly higher earnings per share from continuing operations. Alongside these results, the company reaffirmed its 2026 outlook and expanded its share repurchase authorization to US$1 billion, highlighting management’s focus on capital returns even...

First Hawaiian, Inc. recently filed its 2025 10-K, detailing a shift to two core segments, Retail Banking and Commercial Banking, alongside US$129.9 million in dividends and US$100.0 million in share repurchases, reinforcing its current capital allocation priorities. The combination of segment realignment and sizeable capital returns highlights how management is repositioning the bank’s business mix while returning excess capital to shareholders. Next, we’ll examine how the new Retail and...

Arrowhead Pharmaceuticals (ARWR) is back in focus as investors react to progress in its RNA interference drug pipeline, including two therapies in Phase 3 trials and multiple partnerships with large pharmaceutical partners. See our latest analysis for Arrowhead Pharmaceuticals. The recent excitement around Arrowhead’s RNAi pipeline and partnerships comes after a choppy few weeks for the stock, with a 1 month share price return of an 8.74% decline but a 90 day share price return of 12.48%...

Fortrea Holdings (FTRE) shares came under pressure after the contract research group reported fourth quarter 2025 results with revenue and adjusted earnings below analyst forecasts, along with full year 2025 and 2026 guidance that trailed market expectations. See our latest analysis for Fortrea Holdings. At a share price of US$10.72, Fortrea has recorded a sharp 30 day share price return of a 37.13% decline and a 1 year total shareholder return of a 22.60% loss. This suggests momentum has...

Why UMH Properties (UMH) Is On Investors’ Radar Today UMH Properties (UMH) has been drawing attention after a mixed stretch in its share performance, with a 1 day return of negative 4.19% and a 1 year total return of negative 15.71%. For investors tracking real estate investment trusts, those numbers sit alongside a past 3 months total return of 1.07% and a 3 year total return of 6.84%, prompting a closer look at what you are actually paying for today. See our latest analysis for UMH...

Silgan Holdings Inc. previously announced that its Board approved a US$0.21 per share quarterly dividend, payable on March 31, 2026 to shareholders of record on March 17, 2026, representing a 5% increase and extending a streak of 88 consecutive quarterly payments since 2004. This 22-year record of annual dividend increases highlights Silgan’s consistent cash generation and its emphasis on returning capital to shareholders alongside ongoing operational initiatives. We’ll now explore how this...

In late February 2026, Butterfly Network, Inc. reported Q4 2025 results showing US$31.51 million in revenue versus US$22.35 million a year earlier, narrower quarterly losses, and issued 2026 revenue guidance of US$117 million to US$121 million alongside a new US$57.00 million shelf registration for ESOP-related Class A shares. The company’s first quarter of positive operating cash flow, boosted by its Midjourney partnership and Compass AI launch, highlights a shift toward higher-margin,...

If you are trying to work out whether Roku at around US$98.41 is priced for opportunity or disappointment, starting with a clear view of its current valuation is essential. The stock has had a mixed run, with a 10.5% return over the last 7 days and 3.4% over the last 30 days, set against a 9.5% year to date decline and longer term returns of 17.8% over 1 year, 50.0% over 3 years, and a 72.2% decline over 5 years. Recent headlines have continued to focus on Roku's position in streaming...

Simply Good Foods recently brought founder Joe Scalzo back as CEO on January 19, 2026, alongside a 2 million stock option grant and a US$199,000 share purchase by the CFO, signaling renewed leadership commitment. This leadership return and insider buying sparked a sharp rise in retail investor interest on Reddit, highlighting how management alignment can influence market sentiment for a consumer nutrition company positioned at the intersection of fitness, wellness, and everyday eating. With...

If you are trying to figure out whether Freshpet at around US$84.45 is a bargain or already pricing in a lot of optimism, you are asking the right question for this stock. The share price performance has been mixed, with a 13.3% return over the last 7 days, 21.2% over 30 days, 40.4% year to date, but a 21.1% decline over 1 year and a 39.4% decline over 5 years. These swings mean recent news and expectations have become a big part of the story, as investors reassess what they are willing to...

CIBC and BMO Capital have both highlighted Brookfield Business Partners (NYSE:BBU) with fresh Outperform ratings, drawing attention to its track record, ties to the broader Brookfield group, and current valuation. See our latest analysis for Brookfield Business Partners. At around US$34.08, Brookfield Business Partners has seen short term share price pressure, with a 1-day share price return of 1.70% decline and a year to date share price return of 4.88% decline. However, its 1-year total...

United Rentals (NYSE:URI) and Procore Technologies launched a new telematics integration that brings rental equipment data directly into Procore's Resource Management solution. The collaboration connects jobsite equipment usage and location data with project planning tools to support more precise resource allocation. The integration is designed to help contractors address equipment inefficiencies and improve coordination across construction projects. For you as an investor, this move sits...

In February 2026, CRH plc reported fourth‑quarter 2025 revenue of US$9,416 million and net income of US$1,025 million, delivering record full‑year 2025 results with revenue of US$37,447 million and net income of US$3,753 million, alongside a 5% increase in its quarterly dividend to US$0.39 per share and continued share buybacks. CRH also issued 2026 guidance for net income of US$3.90–US$4.10 billion and diluted EPS of US$5.60–US$6.05, which, together with sustained margin expansion, higher...

Cipher Digital, formerly focused on Bitcoin mining, has completed a full pivot to high performance computing infrastructure under the ticker NasdaqGS:CIFR. The company has rebranded, exited its legacy mining stakes, and repositioned itself as an operator of HPC data centers. Cipher Digital has secured long term data center agreements with major cloud providers including AWS, Fluidstack, and Google. The company has raised capital through bond offerings to support its shift toward hyperscale...

If you are wondering whether Napco Security Technologies' current share price reflects its true worth, you are not alone. Many investors are trying to work out if the recent run still leaves room for value. The stock closed at US$46.61, with returns of 1.6% over the last 7 days, 26.3% over 30 days, 12.6% year to date and 92.9% over 1 year. The 3 year and 5 year returns stand at 47.4% and 182.8% respectively. Recent news coverage has largely focused on Napco Security Technologies as a...

If you are wondering whether BlackLine is starting to look interesting at today’s price, this article will walk through what that current market value might be implying about the business. BlackLine’s share price recently closed at US$35.25, with returns of 2.5% decline over 7 days, 24.1% decline over 30 days, 34.5% decline year to date, 27.0% decline over 1 year, 50.0% decline over 3 years, and 68.4% decline over 5 years that may have reshaped how the market views its potential and...

If you are looking at NovoCure and wondering whether the recent share price makes sense, this article will walk through what that price might be implying about the stock's value. The shares last closed at US$13.67, with returns of 20.3% over the past 7 days and 10.2% over 30 days, set against a 4.2% return year to date and a 28.3% decline over 1 year, and an 82.5% and 89.4% decline over 3 and 5 years respectively. Recent news coverage around NovoCure has focused on the company as a Nasdaq...

ZoomInfo Technologies (GTM) moved back into focus after Nvidia CEO Jensen Huang argued that artificial intelligence is more likely to support, not threaten, enterprise software providers such as ZoomInfo. See our latest analysis for ZoomInfo Technologies. Even after reacting positively to Jensen Huang’s comments, ZoomInfo’s share price remains under pressure, with a 30 day share price return of 22.86% and a 1 year total shareholder return of 46.74%. This indicates that recent momentum has...

If you are looking at Targa Resources and wondering whether the current share price still makes sense, you are not alone. The stock last closed at US$235.80, with returns of 1.9% over 7 days, 17.3% over 30 days, 26.3% year to date and 19.6% over 1 year, while the 3 year return is very large and the 5 year return is also very large. Recent news flow around Targa Resources has focused on its position in the energy infrastructure space and how investor sentiment has been reflecting that...

If you are wondering whether Recursion Pharmaceuticals' current share price makes sense, the key question is how that price compares with what the business could reasonably be worth. The stock last closed at US$3.67, with a 7 day return of 7.3%, a 30 day return decline of 12.4%, a year to date return decline of 12.6%, and a 1 year return decline of 51.1%. These figures will shape how many investors think about its potential and risk today. Recent coverage has focused on Recursion...

GoodRx Holdings recently reported fourth-quarter 2025 results, issued 2026 revenue guidance of US$750 million to US$780 million, updated progress on its share buyback, filed a US$74.72 million shelf registration for an ESOP-related Class A stock offering, and disclosed several analyst rating changes. The company also launched GoodRx Employer Direct, a new program that lets employers directly subsidize high-cost drugs like GLP-1s at the pharmacy counter, potentially widening GoodRx’s role in...

National HealthCare Corporation reported past fourth-quarter 2025 revenue of US$386.51 million and net income of US$24.85 million, with full‑year 2025 revenue of US$1.52 billion and net income of US$120.02 million, all higher than the prior year. The company highlighted that growth was supported both by higher same‑facility revenues and the contribution from its White Oak Manor acquisition, underscoring the role of expansion alongside core operations in its 2025 results. With this backdrop...