U.S. Logistics Stock News

If you are wondering whether Innovex International at US$25.35 is offering fair value right now, starting with the recent share performance and current valuation checks can help frame that question clearly. The stock has returned 2.0% over the last 7 days, 7.9% over 30 days, 11.3% year to date, and 58.6% over the past year. These figures provide important context for thinking about risk and potential future returns. Recent coverage has focused on Innovex International's positioning in the...

Why LendingClub’s latest earnings are drawing attention LendingClub (LC) just reported fourth quarter and full year 2025 results, pairing higher net income and earnings per share with new 2026 profit guidance, lower net charge offs, boardroom changes, and a completed share buyback. See our latest analysis for LendingClub. The earnings release has come with a sharp 1 day share price return of 7.97% to US$16.94. However, the 30 day share price return of 15.22% and year to date share price...

What the latest quarter tells you about Skyworks Solutions (SWKS) Skyworks Solutions (SWKS) just reported quarterly results that beat analyst expectations, even as sales and earnings were lower than a year ago, and paired that with guidance that topped consensus views. At the same time, management pointed to momentum in edge IoT, automotive connectivity, data center, and broad demand across its Broad Markets segment, helped by stronger smartphone volumes and a more favorable product mix. See...

Antero Resources (NYSE:AR) has closed its acquisition of HG Energy II Production Holdings for approximately US$2.8b. The company has arranged a US$1.5b unsecured term loan and a US$750m notes offering to support the transaction and broader financing needs. The deal expands Antero's footprint in the Appalachian Basin, with a larger position in the West Virginia Marcellus shale play. Antero Resources focuses on natural gas and liquids production, with a core position in the Appalachian Basin...

If you are wondering whether H.B. Fuller is fairly priced or offering value at its current US$66.06 share price, you are not alone. The stock has returned 9.9% over the last 7 days, 0.9% over the past month, 9.5% year to date and 11.0% over the last year. Its 3 year and 5 year returns sit at a 2.7% decline and 21.6% respectively. Recent attention on H.B. Fuller has centered on how the business is positioned within the materials sector and the resilience of its end markets. That context is...

Recent commentary on MercadoLibre (MELI) has focused on its business fundamentals, including rising buyer engagement, higher spending per user and a free cash flow margin of 32.7%, prompting fresh attention on the stock. See our latest analysis for MercadoLibre. At a share price of $1,970.15, MercadoLibre has recently seen a 1 month share price return of 9.56% and a 7 day share price return of 8.27% decline, which contrasts with a relatively flat year to date share price return and a stronger...

Ramaco Resources (METC) is in focus after a class action lawsuit filing, just as its Brook Mine rare earth plans introduce a potential new earnings stream alongside its metallurgical coal operations. See our latest analysis for Ramaco Resources. Ramaco Resources’ share price has pulled back recently, with a 30 day share price return of 10.55% and a 90 day share price return of 26.64%, even as the 1 year total shareholder return sits at 94.05% and the 5 year total shareholder return is very...

Enterprise Products Partners (NYSE:EPD) has extended its track record of distribution increases to 27 consecutive years. The partnership reports continued stable cash flows that support both its current distributions and new infrastructure investments. Management is directing capital toward additional midstream projects while maintaining what it describes as robust distribution coverage. Enterprise Products Partners is a major midstream energy partnership focused on pipelines, storage, and...

MarketAxess Holdings amended and extended its $750 million credit facility, pushing the maturity out to 2029 and updating key terms. The company also elected Douglas Cifu and Kenneth Schiciano to its board, both with extensive experience in fintech and investment. For investors watching NasdaqGS:MKTX, these corporate moves arrive after a challenging share price stretch. The stock closed at $162.33, with returns of 4.1% over the past week, 3.8% over the past 30 days, 9.1% year to date, 18.1%...

Hewlett Packard Enterprise (HPE) is drawing fresh attention after new AI focused launches and alliances, including the Generate for Healthcare solution and a private AI platform partnership with 2degrees. See our latest analysis for Hewlett Packard Enterprise. Those AI launches and alliances come as Hewlett Packard Enterprise’s share price sits at US$23.61, with a 1 day share price return of 3.96% and a 7 day share price return of 9.71%. The 1 year total shareholder return of 13.99% and 5...

The Greenbrier Companies, Inc. recently completed a US$300 million railcar asset-backed securities offering, with GBX Leasing 2022-1 LLC issuing S&P-rated “AA” and “A” notes backed by railcars and operating leases. This transaction highlights how Greenbrier is using securitization to secure long-term funding for its leasing arm while showcasing investor confidence in the quality of its railcar portfolio. We will now look at how this long-term ABS funding shapes Greenbrier’s investment...

In February 2026, AvalonBay Communities reported fourth-quarter and full-year 2025 results, issued first-quarter and full-year 2026 earnings guidance, and approved a first-quarter 2026 dividend of US$1.78 per share, a 1.7% increase from the prior quarter. Alongside higher 2025 revenue and record-low resident turnover of 41%, AvalonBay expanded its development pipeline with US$1.65 billion of new projects targeting initial stabilized yields above its roughly 5% funding cost. We’ll now examine...

Cipher Mining recently priced US$2.00 billion in senior secured notes to help complete its Black Pearl industrial-scale data center in Wink, Texas, with closing expected on February 11, 2026, subject to customary conditions. This financing highlights a shift toward AI and high-performance computing infrastructure, signaling an expansion beyond the company’s traditional crypto-focused operations. Next, we’ll examine how this large debt financing for AI and high-performance computing...

Wondering if Kinder Morgan at around US$30.50 per share is giving you fair value or a stretched price tag? This article walks through what the current market price might be implying about the business. The stock has been flat over the last 7 days, with returns of 12.5% over 30 days, 10.1% year to date, 17.7% over 1 year, 94.8% over 3 years and 172.6% over 5 years. These figures may catch the eye of investors thinking about where it sits on the risk reward spectrum. Recent interest around...

Broadridge Financial Solutions recently reported past second-quarter results showing sales of US$1,713.9 million and net income of US$284.6 million, alongside raising its full-year adjusted EPS growth outlook and advancing acquisitions such as CQG to broaden its trading and digital capabilities. The company’s near-monopoly in U.S. investor communications, expanding digital asset initiatives, and long-running buyback program underline how its scale and technology focus shape its competitive...

In late January 2026, Lam Research reported higher quarterly and six-month sales and net income compared with a year earlier, issued new revenue and earnings guidance for the March 2026 quarter, maintained its US$0.26 quarterly dividend, and announced leadership changes alongside a new director appointment and an expanded technology collaboration with CEA-Leti. Together, these moves highlight Lam’s effort to pair stronger financial performance with deeper R&D partnerships and refreshed...

Why this dividend move and board change matter for First Bancorp (FBNC) First Bancorp (FBNC) has drawn fresh attention after its board approved a higher quarterly cash dividend and announced the retirement of long serving director and former board chair Mary Clara Capel. See our latest analysis for First Bancorp. Those boardroom and dividend updates come after a strong run in the shares, with a 30 day share price return of 15.97% and a 1 year total shareholder return of 44.36%, suggesting...

Recent performance snapshot for RTX RTX (RTX) has recently drawn investor attention as its shares trade around $198.66, with mixed short term returns, including a small gain over the past month and a stronger move across the past 3 months. Those moves sit alongside RTX reporting annual revenue of about US$88.6b and net income of roughly US$6.7b, figures that help frame the current share price and ongoing interest in this large aerospace and defense group. See our latest analysis for...

In early February 2026, Genpact reported fourth-quarter and full-year 2025 results showing higher sales and earnings versus 2024, raised its quarterly dividend to US$0.1875 per share, and completed a long-running share repurchase program totaling about US$2.39 billion since 2015. The company also issued 2026 guidance calling for at least 7% full-year revenue growth and higher earnings, underpinned by strong momentum in its fast-growing Advanced Technology Solutions and AI-focused...

Marsh & McLennan Companies recently reported fourth-quarter and full-year 2025 results showing higher sales and earnings versus the prior year, outlined plans to deploy about US$5 billion across dividends, acquisitions and buybacks in 2026, and announced leadership, product, and capital allocation updates across its Marsh and Marsh McLennan Agency businesses. Among the most interesting developments, Marsh McLennan Agency launched Secure Harbor, a specialized group captive insurer offering...

The latest move from SLB (SLB) is a US$1.5b, five year integrated contract with Kuwait Oil Company for the Mutriba field, covering design, development and production management in complex reservoir conditions. See our latest analysis for SLB. That Kuwait contract lands at a time when SLB’s short term momentum is strong, with a 12.17% 1 month share price return, a 37.36% 3 month share price return and a 26.12% year to date share price return. These contribute to a 29.34% 1 year total...

If you are wondering whether RLI is attractively priced or just fairly ordinary at its current level, this article walks through what the numbers say about its value. RLI shares recently closed at US$61.72, with returns of 5.6% over the last 7 days, 2.6% over 30 days, a 1.2% decline year to date and a 16.4% decline over the last year, alongside 3.6% and 42.5% returns over the past 3 and 5 years respectively. These mixed returns give some context for why investors may be reassessing what they...

Benchmark Electronics reported past fourth-quarter 2025 results with sales rising to US$704.33 million from US$656.89 million a year earlier, while net income and diluted EPS from continuing operations declined to US$5.97 million and US$0.17 respectively. Management also issued first-quarter 2026 guidance calling for US$655 million to US$695 million in revenue and GAAP diluted EPS of US$0.31 to US$0.37, highlighting support from strong bookings, program ramps, and capacity expansions. Next,...

e.l.f. Beauty (NYSE:ELF) is integrating the Rhode brand into its portfolio and pushing rapid global expansion, including new distribution through Sephora UK. The company is pairing this rollout with a telenovela inspired Super Bowl campaign featuring high profile celebrities and bilingual storytelling for English and Spanish speaking audiences. The marketing push highlights and celebrates the Latinx community while aiming to build broader international awareness for both e.l.f. and...