U.S. Logistics Stock News

Cavco Industries reported third-quarter 2025 results on January 29, 2026, with sales rising to US$558.5 million while net income and earnings per share from continuing operations declined year over year, even as nine-month figures showed higher sales and net income versus the prior period. The company also disclosed progress on its May 2025 share repurchase plan, having bought back 92,568 shares for US$52.32 million, trimming its share count by just over 1% during a period of mixed quarterly...

Energy Transfer LP recently increased its quarterly cash distribution to US$0.3350 per common unit (US$1.34 annualized) for the fourth quarter of 2025, payable on February 19, 2026 to unitholders of record as of February 6, 2026, marking more than a 3% rise from the prior year’s fourth quarter payout. This distribution hike, paired with management’s plans for multi‑billion dollar pipeline expansion investments and an expressed aim for ongoing distribution growth, highlights Energy Transfer’s...

Why Invesco is on investors’ radar today Invesco (IVZ) has recently drawn attention after a mixed set of financial signals, with annual revenue of US$6,377.1m alongside a net loss of US$726.3m and contrasting short term and longer term share returns. See our latest analysis for Invesco. Short term sentiment has cooled, with a 1 day share price return decline of 3.99% adding to a 7 day and 30 day slide. However, the 90 day share price return of 10.27% and 1 year total shareholder return of...

National Fuel Gas (NFG) has just posted first quarter earnings that included revenue of US$651.51 million and net income of US$181.65 million, along with higher earnings per share compared with the prior year. See our latest analysis for National Fuel Gas. Those stronger quarterly numbers sit alongside a 6.5% 1 month share price return and a 6.7% 3 month share price return. The 1 year total shareholder return of 20.2% and 5 year total shareholder return of 126.0% point to momentum that has...

Marathon Petroleum, ticker NYSE:MPC, has proposed a new four year labor contract to the United Steelworkers union, covering a significant portion of the U.S. refining workforce. At the same time, the company has launched a community investment initiative in California through an educational partnership focused on water recycling with the Water Replenishment District. The dual developments touch both operational labor terms and Marathon's approach to environmental education and community...

Synchrony Financial (NYSE:SYF) reported mixed Q4 results, pairing better-than-expected adjusted earnings per share with a cautious net revenue outlook for 2025. Management highlighted growing digital engagement, new product categories and successful partner renewals as key themes from the quarter. The company also pointed to moderating consumer spending trends and the potential impact of anticipated interest rate cuts on its business. For you as an investor, the current picture around...

Investors may be wondering whether Corporación América Airports still represents good value after its strong share price history, or if most of the opportunity is already reflected in the current US$28.24 price. The stock has had a mixed recent run, with a 7% decline over the last week, a 5.5% gain over the past month, and returns of 6.3% year to date and 42.7% over the last year. Over longer periods, the 3 year gain is very large and the 5 year return is also very large. Recent attention on...

In January 2026, Kirby Corporation reported fourth-quarter 2025 revenue of US$851.78 million and net income of US$91.81 million, alongside continued share repurchases totaling 1,030,729 shares for US$101.60 million in the quarter. Management also projected 2026 operating cash flow of US$575 million to US$675 million and signaled an ongoing focus on both acquisitions and returning cash to shareholders, underscoring an emphasis on capital deployment. With these stronger earnings and Kirby’s...

Recent technical work on CBRE Group (CBRE) has put the stock in focus, with a strong uptrend, high momentum, and sector outperformance drawing investors toward the chart rather than the fundamentals. See our latest analysis for CBRE Group. At a share price of $166.18, CBRE has seen short term pressure, including a 7 day share price return decline of 3.16%, while longer term momentum remains positive, reflected in a 1 year total shareholder return of 14.94% and 5 year total shareholder return...

Barclays analyst Jared Shaw recently downgraded Independent Bank (INDB) to a sell rating, an event that has sharpened investor focus on this regional lender and its role as a conservative, income oriented bank stock. See our latest analysis for Independent Bank. Despite the downgrade, Independent Bank’s recent trading paints a different short term picture, with a 30 day share price return of 13.38% and a year to date share price return of 16.37%, alongside a 1 year total shareholder return of...

In late January 2026, Incyte reported that the EMA’s Committee for Medicinal Products for Human Use issued a positive opinion recommending approval of Zynyz (retifanlimab) plus carboplatin and paclitaxel as first-line treatment for adults with metastatic or inoperable locally recurrent squamous cell carcinoma of the anal canal, based on Phase 3 data showing improved progression-free survival and no new safety signals. This recommendation underscores Incyte’s effort to broaden its...

If you are wondering whether Bunge Global's share price fairly reflects its business today, you are not alone. This article is here to help you size up what you are actually paying for. The stock closed at US$113.94, with a 1.1% decline over the last 7 days, while returns sit at 20.8% over 30 days, 23.0% year to date, 70.2% over 1 year, 29.5% over 3 years and 71.1% over 5 years. These moves have put Bunge Global back on many investors radars, as they reassess what is already priced into the...

NextEra Energy (NYSE:NEE) signed a memorandum of understanding with Xcel Energy to accelerate delivery of generation resources to large load customers, such as data centers. The MOU outlines collaboration on generation, storage, and grid technologies aimed at serving rising power demand from large corporate users. The companies plan to coordinate on ways to bring new capacity online more efficiently for high-demand customers. For you as an investor, this agreement highlights how NextEra...

In recent days, Five9 has faced renewed attention as Wall Street analysts reassessed AI-related risks in contact-center software and the broader software sector experienced a sharp, AI-driven rotation away from traditional SaaS names. Amid this backdrop, Five9’s upcoming fourth-quarter and fiscal-year 2025 results call later this month has taken on added importance as investors evaluate how its Intelligent CX Platform fits into an AI-influenced competitive landscape. With the shares recently...

Why Eastman Chemical’s latest earnings and analyst reactions matter Eastman Chemical (EMN) has been in focus after its full year 2025 earnings and a cluster of analyst rating reaffirmations and price target changes, even as some international revenues and recent performance raised questions. See our latest analysis for Eastman Chemical. Despite weaker full year 2025 earnings, Eastman Chemical’s share price has shown strong recent momentum, with a 24.21% 3 month share price return and an...

Digi International Q1 2026 Earnings Snapshot Digi International (DGII) has kicked off Q1 2026 with total revenue of US$122.5 million and basic EPS of US$0.31, setting the tone for its latest update. The company has seen quarterly revenue move from US$103.9 million in Q1 2025 to US$122.5 million in Q1 2026, while basic EPS has shifted from US$0.27 to US$0.31 over the same stretch, giving investors a clearer read on how earnings are tracking through the current cycle. With trailing twelve month...

Del Webb, a PulteGroup brand, is launching its first active adult community within Bridgeland in northwest Houston. The project targets the 55+ segment and combines Del Webb amenities with Bridgeland's broader recreational features. The move reflects PulteGroup's focus on lifestyle oriented housing for older adults. PulteGroup (NYSE:PHM), trading at $134.05, is adding this Del Webb community as it continues to build out offerings for the active adult segment. The stock shows multi period...

If you are wondering whether NOV's current share price reflects its true worth, this article will walk through what the numbers say about value and where the gaps might be. NOV shares last closed at US$18.24, with a 7.9% return over the past 30 days, 11.2% year to date and 22.5% over the last year. This is set against a 1.9% decline in the past week and a 15.3% decline over three years, while the five year return stands at 45.0%. Recent news around NOV has focused on its role in the broader...

Fidelity National Information Services, Inc. previously announced a 10% increase in its regular quarterly dividend to US$0.44 per common share, payable on March 24, 2026 to shareholders of record as of March 10, 2026, alongside ongoing cost-cutting and portfolio simplification efforts. Against the backdrop of a recent product launch in asset servicing and a higher dividend, the company’s renewed focus on core banking and capital markets technology is drawing fresh attention from investors...

Iterate.ai and TD SYNNEX recently launched Generate for Healthcare, an AI-powered solution running on HPE and NVIDIA infrastructure to help hospital systems identify and recover unpaid and underpaid insurance claims across fragmented EMR platforms. By packaging advanced “agentic” AI workflows with TD SYNNEX’s distribution reach and presales support, the partnership turns a complex reimbursement pain point into a scalable technology offering for healthcare providers and channel...

First American Financial (NYSE:FAF) is experiencing a prolonged period of weak revenue and earnings per share growth. This extended phase of minimal topline and per share progress points to ongoing operational stagnation. The company’s growth trends continue to lag industry and broader market benchmarks. First American Financial, a major player in title insurance and related real estate services, sits at the crossroads of housing activity, mortgage volumes, and broader transaction trends...

If you are wondering whether Akamai Technologies is offering fair value right now, you are not alone. This article walks through what the current price might mean for long term investors. The share price closed at US$91.49 recently, with returns of 3.1% over the last 30 days, 7.5% year to date and a 1 year return of an 8.2% decline. This gives a mixed picture of how the market has been feeling about the stock. Recent news coverage around Akamai has focused on its role in content delivery,...

CarMax (NYSE:KMX) has announced about $150 million in cost reductions. The plan includes major layoffs that will affect nearly a third of its workforce. These changes come as the company confronts a severe sales slump and revisits its operating model. For investors watching NYSE:KMX, this is a meaningful reset of how CarMax runs its business. The shares most recently closed at $45.47, with the stock up 11.1% over the past 30 days and 15.7% year to date, but showing a 47.5% decline over the...

Investors may be wondering if Marriott International at around US$326 per share still offers value, or if most of the opportunity has already been priced in. The stock has recorded returns of 2.1% over the last 7 days, 1.4% over 30 days, 4.2% year to date, 8.8% over 1 year, 92.4% over 3 years and 167.3% over 5 years. This raises fair questions about what you are paying for today. Recent attention on large branded hotel operators, including Marriott, has focused on how asset light models,...